Civic Intelligence

The Ellie Fund

Plan context: The Ellie Fund 401K Plan

EIN 04-3280390 • Needham, MA • 11 filings • 1 plans

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200 Reservoir St - Suite 300Needham, MA 02494
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$279,782

2024 Contributions

$51,046

Historical Graphs

Total Assets Over Time

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

$364,260$182,130$0201420192024YearValue
$279,782Latest year 2024

Participants Over Time

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

1680201420192024YearValue
16Latest year 2024

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
2024116$279,782$51,046$3,190iApproximate average salary by contribution assumption: employee only about $79,759 at 4% or $53,173 at 6%; with 50% employer match about $53,173 at 4% or $35,449 at 6%; with 100% employer match about $39,880 at 4% or $26,586 at 6%.
The Ellie Fund 401K Plan-16$279,782$51,046$3,190iApproximate average salary by contribution assumption: employee only about $79,759 at 4% or $53,173 at 6%; with 50% employer match about $53,173 at 4% or $35,449 at 6%; with 100% employer match about $39,880 at 4% or $26,586 at 6%.
202316$207,010$35,710$5,952iApproximate average salary by contribution assumption: employee only about $148,792 at 4% or $99,194 at 6%; with 50% employer match about $99,194 at 4% or $66,130 at 6%; with 100% employer match about $74,396 at 4% or $49,597 at 6%.
The Ellie Fund 401K Plan-6$207,010$35,710$5,952iApproximate average salary by contribution assumption: employee only about $148,792 at 4% or $99,194 at 6%; with 50% employer match about $99,194 at 4% or $66,130 at 6%; with 100% employer match about $74,396 at 4% or $49,597 at 6%.
202217$157,879$45,044$6,435iApproximate average salary by contribution assumption: employee only about $160,871 at 4% or $107,248 at 6%; with 50% employer match about $107,248 at 4% or $71,498 at 6%; with 100% employer match about $80,436 at 4% or $53,624 at 6%.
The Ellie Fund 401K Plan-7$157,879$45,044$6,435iApproximate average salary by contribution assumption: employee only about $160,871 at 4% or $107,248 at 6%; with 50% employer match about $107,248 at 4% or $71,498 at 6%; with 100% employer match about $80,436 at 4% or $53,624 at 6%.
202117$221,017$62,922$8,989iApproximate average salary by contribution assumption: employee only about $224,721 at 4% or $149,814 at 6%; with 50% employer match about $149,814 at 4% or $99,876 at 6%; with 100% employer match about $112,361 at 4% or $74,907 at 6%.
The Ellie Fund 401K Plan-7$221,017$62,922$8,989iApproximate average salary by contribution assumption: employee only about $224,721 at 4% or $149,814 at 6%; with 50% employer match about $149,814 at 4% or $99,876 at 6%; with 100% employer match about $112,361 at 4% or $74,907 at 6%.
2020111$364,260$61,447$5,586iApproximate average salary by contribution assumption: employee only about $139,652 at 4% or $93,102 at 6%; with 50% employer match about $93,102 at 4% or $62,068 at 6%; with 100% employer match about $69,826 at 4% or $46,551 at 6%.
The Ellie Fund 401K Plan-11$364,260$61,447$5,586iApproximate average salary by contribution assumption: employee only about $139,652 at 4% or $93,102 at 6%; with 50% employer match about $93,102 at 4% or $62,068 at 6%; with 100% employer match about $69,826 at 4% or $46,551 at 6%.
201919$238,960$44,359$4,929iApproximate average salary by contribution assumption: employee only about $123,219 at 4% or $82,146 at 6%; with 50% employer match about $82,146 at 4% or $54,764 at 6%; with 100% employer match about $61,610 at 4% or $41,073 at 6%.
The Ellie Fund 401K Plan-9$238,960$44,359$4,929iApproximate average salary by contribution assumption: employee only about $123,219 at 4% or $82,146 at 6%; with 50% employer match about $82,146 at 4% or $54,764 at 6%; with 100% employer match about $61,610 at 4% or $41,073 at 6%.
201815$149,661$37,342$7,468iApproximate average salary by contribution assumption: employee only about $186,710 at 4% or $124,473 at 6%; with 50% employer match about $124,473 at 4% or $82,982 at 6%; with 100% employer match about $93,355 at 4% or $62,237 at 6%.
The Ellie Fund 401K Plan-5$149,661$37,342$7,468iApproximate average salary by contribution assumption: employee only about $186,710 at 4% or $124,473 at 6%; with 50% employer match about $124,473 at 4% or $82,982 at 6%; with 100% employer match about $93,355 at 4% or $62,237 at 6%.
201714$127,316$27,734$6,934iApproximate average salary by contribution assumption: employee only about $173,338 at 4% or $115,558 at 6%; with 50% employer match about $115,558 at 4% or $77,039 at 6%; with 100% employer match about $86,669 at 4% or $57,779 at 6%.
The Ellie Fund 401K Plan-4$127,316$27,734$6,934iApproximate average salary by contribution assumption: employee only about $173,338 at 4% or $115,558 at 6%; with 50% employer match about $115,558 at 4% or $77,039 at 6%; with 100% employer match about $86,669 at 4% or $57,779 at 6%.
201613$78,769$24,746$8,249iApproximate average salary by contribution assumption: employee only about $206,217 at 4% or $137,478 at 6%; with 50% employer match about $137,478 at 4% or $91,652 at 6%; with 100% employer match about $103,108 at 4% or $68,739 at 6%.
The Ellie Fund 401K Plan-3$78,769$24,746$8,249iApproximate average salary by contribution assumption: employee only about $206,217 at 4% or $137,478 at 6%; with 50% employer match about $137,478 at 4% or $91,652 at 6%; with 100% employer match about $103,108 at 4% or $68,739 at 6%.
201513$46,327$24,707$8,236iApproximate average salary by contribution assumption: employee only about $205,892 at 4% or $137,261 at 6%; with 50% employer match about $137,261 at 4% or $91,507 at 6%; with 100% employer match about $102,946 at 4% or $68,631 at 6%.
The Ellie Fund 401K Plan-3$46,327$24,707$8,236iApproximate average salary by contribution assumption: employee only about $205,892 at 4% or $137,261 at 6%; with 50% employer match about $137,261 at 4% or $91,507 at 6%; with 100% employer match about $102,946 at 4% or $68,631 at 6%.
201413$28,454$27,263$9,088iApproximate average salary by contribution assumption: employee only about $227,192 at 4% or $151,461 at 6%; with 50% employer match about $151,461 at 4% or $100,974 at 6%; with 100% employer match about $113,596 at 4% or $75,731 at 6%.
The Ellie Fund 401K Plan-3$28,454$27,263$9,088iApproximate average salary by contribution assumption: employee only about $227,192 at 4% or $151,461 at 6%; with 50% employer match about $151,461 at 4% or $100,974 at 6%; with 100% employer match about $113,596 at 4% or $75,731 at 6%.