Civic Intelligence

Pe Investments Inc

Plan context: Pe Investments Inc 401(K) Profit Sharing Plan & Trust

EIN 04-3282094 • Weston, MA • 18 filings • 5 plans

27 School StWeston, MA 02493-2518
Current Snapshot

Latest Year

2025

2025 Participants

55

2025 Assets

$18,044,376

2025 Contributions

$1,509,915

Historical Graphs

Total Assets Over Time

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

$18,044,376$9,022,188$0200820172025YearValue
$18,044,376Latest year 2025

Participants Over Time

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

55280200820172025YearValue
55Latest year 2025

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
2025155$18,044,376$1,509,915$27,453iApproximate average salary by contribution assumption: employee only about $686,325 at 4% or $457,550 at 6%; with 50% employer match about $457,550 at 4% or $305,033 at 6%; with 100% employer match about $343,163 at 4% or $228,775 at 6%.
Pe Investments Inc 401(K) Profit Sharing Plan & Trust-55$18,044,376$1,509,915$27,453iApproximate average salary by contribution assumption: employee only about $686,325 at 4% or $457,550 at 6%; with 50% employer match about $457,550 at 4% or $305,033 at 6%; with 100% employer match about $343,163 at 4% or $228,775 at 6%.
2024152$13,916,479$1,454,574$27,973iApproximate average salary by contribution assumption: employee only about $699,314 at 4% or $466,210 at 6%; with 50% employer match about $466,210 at 4% or $310,806 at 6%; with 100% employer match about $349,657 at 4% or $233,105 at 6%.
Pe Investments Inc 401(K) Profit Sharing Plan & Trust-52$13,916,479$1,454,574$27,973iApproximate average salary by contribution assumption: employee only about $699,314 at 4% or $466,210 at 6%; with 50% employer match about $466,210 at 4% or $310,806 at 6%; with 100% employer match about $349,657 at 4% or $233,105 at 6%.
2023150$11,532,211$1,253,893$25,078iApproximate average salary by contribution assumption: employee only about $626,947 at 4% or $417,964 at 6%; with 50% employer match about $417,964 at 4% or $278,643 at 6%; with 100% employer match about $313,473 at 4% or $208,982 at 6%.
Pe Investments Inc 401(K) Profit Sharing Plan & Trust-50$11,532,211$1,253,893$25,078iApproximate average salary by contribution assumption: employee only about $626,947 at 4% or $417,964 at 6%; with 50% employer match about $417,964 at 4% or $278,643 at 6%; with 100% employer match about $313,473 at 4% or $208,982 at 6%.
2022145$8,437,666$1,055,481$23,455iApproximate average salary by contribution assumption: employee only about $586,378 at 4% or $390,919 at 6%; with 50% employer match about $390,919 at 4% or $260,613 at 6%; with 100% employer match about $293,189 at 4% or $195,459 at 6%.
Pe Investments Inc 401(K) Profit Sharing Plan & Trust-45$8,437,666$1,055,481$23,455iApproximate average salary by contribution assumption: employee only about $586,378 at 4% or $390,919 at 6%; with 50% employer match about $390,919 at 4% or $260,613 at 6%; with 100% employer match about $293,189 at 4% or $195,459 at 6%.
2021142$9,391,035$1,473,194$35,076iApproximate average salary by contribution assumption: employee only about $876,901 at 4% or $584,601 at 6%; with 50% employer match about $584,601 at 4% or $389,734 at 6%; with 100% employer match about $438,451 at 4% or $292,300 at 6%.
Pe Investments Inc 401(K) Profit Sharing Plan & Trust-42$9,391,035$1,473,194$35,076iApproximate average salary by contribution assumption: employee only about $876,901 at 4% or $584,601 at 6%; with 50% employer match about $584,601 at 4% or $389,734 at 6%; with 100% employer match about $438,451 at 4% or $292,300 at 6%.
2020140$6,734,562$797,605$19,940iApproximate average salary by contribution assumption: employee only about $498,503 at 4% or $332,335 at 6%; with 50% employer match about $332,335 at 4% or $221,557 at 6%; with 100% employer match about $249,252 at 4% or $166,168 at 6%.
Pe Investments Inc 401(K) Profit Sharing Plan & Trust-40$6,734,562$797,605$19,940iApproximate average salary by contribution assumption: employee only about $498,503 at 4% or $332,335 at 6%; with 50% employer match about $332,335 at 4% or $221,557 at 6%; with 100% employer match about $249,252 at 4% or $166,168 at 6%.
2019137$5,236,856$871,670$23,559iApproximate average salary by contribution assumption: employee only about $588,966 at 4% or $392,644 at 6%; with 50% employer match about $392,644 at 4% or $261,763 at 6%; with 100% employer match about $294,483 at 4% or $196,322 at 6%.
Pe Investments Inc 401(K) Profit Sharing Plan & Trust-37$5,236,856$871,670$23,559iApproximate average salary by contribution assumption: employee only about $588,966 at 4% or $392,644 at 6%; with 50% employer match about $392,644 at 4% or $261,763 at 6%; with 100% employer match about $294,483 at 4% or $196,322 at 6%.
2018136$3,489,417$747,796$20,772iApproximate average salary by contribution assumption: employee only about $519,303 at 4% or $346,202 at 6%; with 50% employer match about $346,202 at 4% or $230,801 at 6%; with 100% employer match about $259,651 at 4% or $173,101 at 6%.
Pe Investments Inc 401(K) Profit Sharing Plan & Trust-36$3,489,417$747,796$20,772iApproximate average salary by contribution assumption: employee only about $519,303 at 4% or $346,202 at 6%; with 50% employer match about $346,202 at 4% or $230,801 at 6%; with 100% employer match about $259,651 at 4% or $173,101 at 6%.
2017132$3,001,103$681,115$21,285iApproximate average salary by contribution assumption: employee only about $532,121 at 4% or $354,747 at 6%; with 50% employer match about $354,747 at 4% or $236,498 at 6%; with 100% employer match about $266,061 at 4% or $177,374 at 6%.
Pe Investments Inc 401(K) Profit Sharing Plan & Trust-32$3,001,103$681,115$21,285iApproximate average salary by contribution assumption: employee only about $532,121 at 4% or $354,747 at 6%; with 50% employer match about $354,747 at 4% or $236,498 at 6%; with 100% employer match about $266,061 at 4% or $177,374 at 6%.
2016128$2,031,646$372,639$13,309iApproximate average salary by contribution assumption: employee only about $332,713 at 4% or $221,809 at 6%; with 50% employer match about $221,809 at 4% or $147,873 at 6%; with 100% employer match about $166,357 at 4% or $110,904 at 6%.
Pe Investments Inc 401(K) Profit Sharing Plan & Trust-28$2,031,646$372,639$13,309iApproximate average salary by contribution assumption: employee only about $332,713 at 4% or $221,809 at 6%; with 50% employer match about $221,809 at 4% or $147,873 at 6%; with 100% employer match about $166,357 at 4% or $110,904 at 6%.
2015125$1,816,196$370,257$14,810iApproximate average salary by contribution assumption: employee only about $370,257 at 4% or $246,838 at 6%; with 50% employer match about $246,838 at 4% or $164,559 at 6%; with 100% employer match about $185,129 at 4% or $123,419 at 6%.
Pe Investments Inc 401(K) Profit Sharing Plan & Trust-25$1,816,196$370,257$14,810iApproximate average salary by contribution assumption: employee only about $370,257 at 4% or $246,838 at 6%; with 50% employer match about $246,838 at 4% or $164,559 at 6%; with 100% employer match about $185,129 at 4% or $123,419 at 6%.
2014122$1,447,501$384,612$17,482iApproximate average salary by contribution assumption: employee only about $437,059 at 4% or $291,373 at 6%; with 50% employer match about $291,373 at 4% or $194,248 at 6%; with 100% employer match about $218,530 at 4% or $145,686 at 6%.
Pe Investments Inc 401(K) Profit Sharing Plan & Trust-22$1,447,501$384,612$17,482iApproximate average salary by contribution assumption: employee only about $437,059 at 4% or $291,373 at 6%; with 50% employer match about $291,373 at 4% or $194,248 at 6%; with 100% employer match about $218,530 at 4% or $145,686 at 6%.
2013115$1,009,857$270,835$18,056iApproximate average salary by contribution assumption: employee only about $451,392 at 4% or $300,928 at 6%; with 50% employer match about $300,928 at 4% or $200,619 at 6%; with 100% employer match about $225,696 at 4% or $150,464 at 6%.
Pe Investments Inc 401(K) Profit Sharing Plan & Trust-15$1,009,857$270,835$18,056iApproximate average salary by contribution assumption: employee only about $451,392 at 4% or $300,928 at 6%; with 50% employer match about $300,928 at 4% or $200,619 at 6%; with 100% employer match about $225,696 at 4% or $150,464 at 6%.
2012112$534,648$174,707$14,559iApproximate average salary by contribution assumption: employee only about $363,973 at 4% or $242,649 at 6%; with 50% employer match about $242,649 at 4% or $161,766 at 6%; with 100% employer match about $181,986 at 4% or $121,324 at 6%.
Pe Investments Inc 401(K) Profit Sharing Plan & Trust-12$534,648$174,707$14,559iApproximate average salary by contribution assumption: employee only about $363,973 at 4% or $242,649 at 6%; with 50% employer match about $242,649 at 4% or $161,766 at 6%; with 100% employer match about $181,986 at 4% or $121,324 at 6%.
2011110$330,127$85,997$8,600iApproximate average salary by contribution assumption: employee only about $214,993 at 4% or $143,328 at 6%; with 50% employer match about $143,328 at 4% or $95,552 at 6%; with 100% employer match about $107,496 at 4% or $71,664 at 6%.
Pe Investments Inc 401(K) Profit Sharing Plan & Trust-10$330,127$85,997$8,600iApproximate average salary by contribution assumption: employee only about $214,993 at 4% or $143,328 at 6%; with 50% employer match about $143,328 at 4% or $95,552 at 6%; with 100% employer match about $107,496 at 4% or $71,664 at 6%.
201017$273,795$75,109$10,730iApproximate average salary by contribution assumption: employee only about $268,246 at 4% or $178,831 at 6%; with 50% employer match about $178,831 at 4% or $119,221 at 6%; with 100% employer match about $134,123 at 4% or $89,415 at 6%.
Pe Investments Inc 401(K) Profit Sharing Plan & Trust-7$273,795$75,109$10,730iApproximate average salary by contribution assumption: employee only about $268,246 at 4% or $178,831 at 6%; with 50% employer match about $178,831 at 4% or $119,221 at 6%; with 100% employer match about $134,123 at 4% or $89,415 at 6%.
200917$159,851$52,220$7,460iApproximate average salary by contribution assumption: employee only about $186,500 at 4% or $124,333 at 6%; with 50% employer match about $124,333 at 4% or $82,889 at 6%; with 100% employer match about $93,250 at 4% or $62,167 at 6%.
Pe Investments Inc 401(K) Profit Sharing Plan & Trust-7$159,851$52,220$7,460iApproximate average salary by contribution assumption: employee only about $186,500 at 4% or $124,333 at 6%; with 50% employer match about $124,333 at 4% or $82,889 at 6%; with 100% employer match about $93,250 at 4% or $62,167 at 6%.
200817$79,175$59,398$8,485iApproximate average salary by contribution assumption: employee only about $212,136 at 4% or $141,424 at 6%; with 50% employer match about $141,424 at 4% or $94,283 at 6%; with 100% employer match about $106,068 at 4% or $70,712 at 6%.
Pe Investments Inc 401(K) Profit Sharing Plan & Trust-7$79,175$59,398$8,485iApproximate average salary by contribution assumption: employee only about $212,136 at 4% or $141,424 at 6%; with 50% employer match about $141,424 at 4% or $94,283 at 6%; with 100% employer match about $106,068 at 4% or $70,712 at 6%.