Civic Intelligence

Stonebridge Associates LLC

Plan context: Stonebridge Associates LLC 401K Retirement Plan

EIN 04-3299524 • Boston, MA • 15 filings • 2 plans

10 Tremont Street, 4th FloorBoston, MA 02108
Current Snapshot

Latest Year

2013

2013 Participants

20

2013 Assets

$1,527,899

2013 Contributions

$11,014

Historical Graphs

Total Assets Over Time

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

$2,283,815$1,141,908$0199920062013YearValue
$1,527,899Latest year 2013

Participants Over Time

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

23120199920062013YearValue
20Latest year 2013

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
2013120$1,527,899$11,014$551iApproximate average salary by contribution assumption: employee only about $13,768 at 4% or $9,178 at 6%; with 50% employer match about $9,178 at 4% or $6,119 at 6%; with 100% employer match about $6,884 at 4% or $4,589 at 6%.
Stonebridge Associates LLC 401K Retirement Plan-20$1,527,899$11,014$551iApproximate average salary by contribution assumption: employee only about $13,768 at 4% or $9,178 at 6%; with 50% employer match about $9,178 at 4% or $6,119 at 6%; with 100% employer match about $6,884 at 4% or $4,589 at 6%.
2012121$1,946,055$7,355$350iApproximate average salary by contribution assumption: employee only about $8,756 at 4% or $5,837 at 6%; with 50% employer match about $5,837 at 4% or $3,892 at 6%; with 100% employer match about $4,378 at 4% or $2,919 at 6%.
Stonebridge Associates LLC 401K Retirement Plan-21$1,946,055$7,355$350iApproximate average salary by contribution assumption: employee only about $8,756 at 4% or $5,837 at 6%; with 50% employer match about $5,837 at 4% or $3,892 at 6%; with 100% employer match about $4,378 at 4% or $2,919 at 6%.
2011123$2,283,815$55,542$2,415iApproximate average salary by contribution assumption: employee only about $60,372 at 4% or $40,248 at 6%; with 50% employer match about $40,248 at 4% or $26,832 at 6%; with 100% employer match about $30,186 at 4% or $20,124 at 6%.
Stonebridge Associates LLC 401K Retirement Plan-23$2,283,815$55,542$2,415iApproximate average salary by contribution assumption: employee only about $60,372 at 4% or $40,248 at 6%; with 50% employer match about $40,248 at 4% or $26,832 at 6%; with 100% employer match about $30,186 at 4% or $20,124 at 6%.
2010122$2,224,060$98,858$4,494iApproximate average salary by contribution assumption: employee only about $112,339 at 4% or $74,892 at 6%; with 50% employer match about $74,892 at 4% or $49,928 at 6%; with 100% employer match about $56,169 at 4% or $37,446 at 6%.
Stonebridge Associates LLC 401K Retirement Plan-22$2,224,060$98,858$4,494iApproximate average salary by contribution assumption: employee only about $112,339 at 4% or $74,892 at 6%; with 50% employer match about $74,892 at 4% or $49,928 at 6%; with 100% employer match about $56,169 at 4% or $37,446 at 6%.
2009123$1,866,985$117,128$5,093iApproximate average salary by contribution assumption: employee only about $127,313 at 4% or $84,875 at 6%; with 50% employer match about $84,875 at 4% or $56,584 at 6%; with 100% employer match about $63,657 at 4% or $42,438 at 6%.
Stonebridge Associates LLC 401K Retirement Plan-23$1,866,985$117,128$5,093iApproximate average salary by contribution assumption: employee only about $127,313 at 4% or $84,875 at 6%; with 50% employer match about $84,875 at 4% or $56,584 at 6%; with 100% employer match about $63,657 at 4% or $42,438 at 6%.
2008114$1,224,260$142,454$10,175iApproximate average salary by contribution assumption: employee only about $254,382 at 4% or $169,588 at 6%; with 50% employer match about $169,588 at 4% or $113,059 at 6%; with 100% employer match about $127,191 at 4% or $84,794 at 6%.
Stonebridge Associates LLC 401K Retirement Plan-14$1,224,260$142,454$10,175iApproximate average salary by contribution assumption: employee only about $254,382 at 4% or $169,588 at 6%; with 50% employer match about $169,588 at 4% or $113,059 at 6%; with 100% employer match about $127,191 at 4% or $84,794 at 6%.
2007113$0$0-
Stonebridge Associates LLC 401K Retirement Plan-13---
2006114$1,654,198$172,470$12,319iApproximate average salary by contribution assumption: employee only about $307,982 at 4% or $205,321 at 6%; with 50% employer match about $205,321 at 4% or $136,881 at 6%; with 100% employer match about $153,991 at 4% or $102,661 at 6%.
Stonebridge Associates LLC 401K Retirement Plan-14$1,654,198$172,470$12,319iApproximate average salary by contribution assumption: employee only about $307,982 at 4% or $205,321 at 6%; with 50% employer match about $205,321 at 4% or $136,881 at 6%; with 100% employer match about $153,991 at 4% or $102,661 at 6%.
2005115$1,386,703$141,548$9,437iApproximate average salary by contribution assumption: employee only about $235,913 at 4% or $157,276 at 6%; with 50% employer match about $157,276 at 4% or $104,850 at 6%; with 100% employer match about $117,957 at 4% or $78,638 at 6%.
Stonebridge Associates LLC 401K Retirement Plan-15$1,386,703$141,548$9,437iApproximate average salary by contribution assumption: employee only about $235,913 at 4% or $157,276 at 6%; with 50% employer match about $157,276 at 4% or $104,850 at 6%; with 100% employer match about $117,957 at 4% or $78,638 at 6%.
2004114$1,290,212$159,837$11,417iApproximate average salary by contribution assumption: employee only about $285,423 at 4% or $190,282 at 6%; with 50% employer match about $190,282 at 4% or $126,855 at 6%; with 100% employer match about $142,712 at 4% or $95,141 at 6%.
Stonebridge Associates LLC 401K Retirement Plan-14$1,290,212$159,837$11,417iApproximate average salary by contribution assumption: employee only about $285,423 at 4% or $190,282 at 6%; with 50% employer match about $190,282 at 4% or $126,855 at 6%; with 100% employer match about $142,712 at 4% or $95,141 at 6%.
2003113$1,091,876$109,057$8,389iApproximate average salary by contribution assumption: employee only about $209,725 at 4% or $139,817 at 6%; with 50% employer match about $139,817 at 4% or $93,211 at 6%; with 100% employer match about $104,863 at 4% or $69,908 at 6%.
Stonebridge Associates LLC 401K Retirement Plan-13$1,091,876$109,057$8,389iApproximate average salary by contribution assumption: employee only about $209,725 at 4% or $139,817 at 6%; with 50% employer match about $139,817 at 4% or $93,211 at 6%; with 100% employer match about $104,863 at 4% or $69,908 at 6%.
2002115$735,273$182,716$12,181iApproximate average salary by contribution assumption: employee only about $304,527 at 4% or $203,018 at 6%; with 50% employer match about $203,018 at 4% or $135,345 at 6%; with 100% employer match about $152,263 at 4% or $101,509 at 6%.
Stonebridge Associates LLC 401K Retirement Plan-15$735,273$182,716$12,181iApproximate average salary by contribution assumption: employee only about $304,527 at 4% or $203,018 at 6%; with 50% employer match about $203,018 at 4% or $135,345 at 6%; with 100% employer match about $152,263 at 4% or $101,509 at 6%.
2001119$0$0-
Stonebridge Associates LLC 401K Retirement Plan-19---
2000116$579,683$123,539$7,721iApproximate average salary by contribution assumption: employee only about $193,030 at 4% or $128,686 at 6%; with 50% employer match about $128,686 at 4% or $85,791 at 6%; with 100% employer match about $96,515 at 4% or $64,343 at 6%.
Stonebridge Associates LLC 401K Retirement Plan-16$579,683$123,539$7,721iApproximate average salary by contribution assumption: employee only about $193,030 at 4% or $128,686 at 6%; with 50% employer match about $128,686 at 4% or $85,791 at 6%; with 100% employer match about $96,515 at 4% or $64,343 at 6%.
1999112$684,764$198,157$16,513iApproximate average salary by contribution assumption: employee only about $412,827 at 4% or $275,218 at 6%; with 50% employer match about $275,218 at 4% or $183,479 at 6%; with 100% employer match about $206,414 at 4% or $137,609 at 6%.
Stonebridge Associates LLC 401K Retirement Plan-12$684,764$198,157$16,513iApproximate average salary by contribution assumption: employee only about $412,827 at 4% or $275,218 at 6%; with 50% employer match about $275,218 at 4% or $183,479 at 6%; with 100% employer match about $206,414 at 4% or $137,609 at 6%.