Civic Intelligence

Samuel Financial Inc.

Plan context: Samuel Financial Inc. 401K Plan

EIN 04-3266306 • Dedham, MA • 8 filings • 2 plans

858 Washington StreetSuite 202Dedham, MA 02026
Current Snapshot

Latest Year

2012

2012 Participants

5

2012 Assets

$1,057,342

2012 Contributions

$71,675

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,057,342$528,671$0200520092012YearValue
$1,057,342Latest year 2012

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

630200520092012YearValue
5Latest year 2012

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201215$1,057,342$71,675$14,335iApproximate average salary by contribution assumption: employee only about $358,375 at 4% or $238,917 at 6%; with 50% employer match about $238,917 at 4% or $159,278 at 6%; with 100% employer match about $179,188 at 4% or $119,458 at 6%.
Samuel Financial Inc. 401K Plan-5$1,057,342$71,675$14,335iApproximate average salary by contribution assumption: employee only about $358,375 at 4% or $238,917 at 6%; with 50% employer match about $238,917 at 4% or $159,278 at 6%; with 100% employer match about $179,188 at 4% or $119,458 at 6%.
201116$944,017$69,221$11,537iApproximate average salary by contribution assumption: employee only about $288,421 at 4% or $192,281 at 6%; with 50% employer match about $192,281 at 4% or $128,187 at 6%; with 100% employer match about $144,210 at 4% or $96,140 at 6%.
Samuel Financial Inc. 401K Plan-6$944,017$69,221$11,537iApproximate average salary by contribution assumption: employee only about $288,421 at 4% or $192,281 at 6%; with 50% employer match about $192,281 at 4% or $128,187 at 6%; with 100% employer match about $144,210 at 4% or $96,140 at 6%.
201015$868,498$29,804$5,961iApproximate average salary by contribution assumption: employee only about $149,020 at 4% or $99,347 at 6%; with 50% employer match about $99,347 at 4% or $66,231 at 6%; with 100% employer match about $74,510 at 4% or $49,673 at 6%.
Samuel Financial Inc. 401K Plan-5$868,498$29,804$5,961iApproximate average salary by contribution assumption: employee only about $149,020 at 4% or $99,347 at 6%; with 50% employer match about $99,347 at 4% or $66,231 at 6%; with 100% employer match about $74,510 at 4% or $49,673 at 6%.
200912$773,800$51,581$25,791iApproximate average salary by contribution assumption: employee only about $644,763 at 4% or $429,842 at 6%; with 50% employer match about $429,842 at 4% or $286,561 at 6%; with 100% employer match about $322,381 at 4% or $214,921 at 6%.
Samuel Financial Inc. 401K Plan-2$773,800$51,581$25,791iApproximate average salary by contribution assumption: employee only about $644,763 at 4% or $429,842 at 6%; with 50% employer match about $429,842 at 4% or $286,561 at 6%; with 100% employer match about $322,381 at 4% or $214,921 at 6%.
200815$633,915$73,442$14,688iApproximate average salary by contribution assumption: employee only about $367,210 at 4% or $244,807 at 6%; with 50% employer match about $244,807 at 4% or $163,204 at 6%; with 100% employer match about $183,605 at 4% or $122,403 at 6%.
Samuel Financial Inc. 401K Plan-5$633,915$73,442$14,688iApproximate average salary by contribution assumption: employee only about $367,210 at 4% or $244,807 at 6%; with 50% employer match about $244,807 at 4% or $163,204 at 6%; with 100% employer match about $183,605 at 4% or $122,403 at 6%.
200715$674,572$69,705$13,941iApproximate average salary by contribution assumption: employee only about $348,525 at 4% or $232,350 at 6%; with 50% employer match about $232,350 at 4% or $154,900 at 6%; with 100% employer match about $174,263 at 4% or $116,175 at 6%.
Samuel Financial Inc. 401K Plan-5$674,572$69,705$13,941iApproximate average salary by contribution assumption: employee only about $348,525 at 4% or $232,350 at 6%; with 50% employer match about $232,350 at 4% or $154,900 at 6%; with 100% employer match about $174,263 at 4% or $116,175 at 6%.
200614$564,454$70,461$17,615iApproximate average salary by contribution assumption: employee only about $440,381 at 4% or $293,588 at 6%; with 50% employer match about $293,588 at 4% or $195,725 at 6%; with 100% employer match about $220,191 at 4% or $146,794 at 6%.
Samuel Financial Inc. 401K Plan-4$564,454$70,461$17,615iApproximate average salary by contribution assumption: employee only about $440,381 at 4% or $293,588 at 6%; with 50% employer match about $293,588 at 4% or $195,725 at 6%; with 100% employer match about $220,191 at 4% or $146,794 at 6%.
200513$427,455$21,559$7,186iApproximate average salary by contribution assumption: employee only about $179,658 at 4% or $119,772 at 6%; with 50% employer match about $119,772 at 4% or $79,848 at 6%; with 100% employer match about $89,829 at 4% or $59,886 at 6%.
Samuel Financial Inc. 401K Plan-3$427,455$21,559$7,186iApproximate average salary by contribution assumption: employee only about $179,658 at 4% or $119,772 at 6%; with 50% employer match about $119,772 at 4% or $79,848 at 6%; with 100% employer match about $89,829 at 4% or $59,886 at 6%.