Civic Intelligence

Neponset Valley Financial Partners

Plan context: Neponset Valley Financial Partners Profit Sharing Plan and Trust

EIN 04-3329090 • Canton, MA • 26 filings • 2 plans

960 Turnpike StreetSuite 1BCanton, MA 02021
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,956,356

2024 Contributions

$87,303

Historical Graphs

Total Assets Over Time

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

$1,956,356$978,178$0199920142024YearValue
$1,956,356Latest year 2024

Participants Over Time

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

320199920122024YearValue
3Latest 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
202413$1,956,356$87,303$29,101iApproximate average salary by contribution assumption: employee only about $727,525 at 4% or $485,017 at 6%; with 50% employer match about $485,017 at 4% or $323,344 at 6%; with 100% employer match about $363,763 at 4% or $242,508 at 6%.
Neponset Valley Financial Partners Profit Sharing Plan and Trust-3$1,956,356$87,303$29,101iApproximate average salary by contribution assumption: employee only about $727,525 at 4% or $485,017 at 6%; with 50% employer match about $485,017 at 4% or $323,344 at 6%; with 100% employer match about $363,763 at 4% or $242,508 at 6%.
202313$1,687,553$82,426$27,475iApproximate average salary by contribution assumption: employee only about $686,883 at 4% or $457,922 at 6%; with 50% employer match about $457,922 at 4% or $305,281 at 6%; with 100% employer match about $343,442 at 4% or $228,961 at 6%.
Neponset Valley Financial Partners Profit Sharing Plan and Trust-3$1,687,553$82,426$27,475iApproximate average salary by contribution assumption: employee only about $686,883 at 4% or $457,922 at 6%; with 50% employer match about $457,922 at 4% or $305,281 at 6%; with 100% employer match about $343,442 at 4% or $228,961 at 6%.
202213$1,462,968$31,782$10,594iApproximate average salary by contribution assumption: employee only about $264,850 at 4% or $176,567 at 6%; with 50% employer match about $176,567 at 4% or $117,711 at 6%; with 100% employer match about $132,425 at 4% or $88,283 at 6%.
Neponset Valley Financial Partners Profit Sharing Plan and Trust-3$1,462,968$31,782$10,594iApproximate average salary by contribution assumption: employee only about $264,850 at 4% or $176,567 at 6%; with 50% employer match about $176,567 at 4% or $117,711 at 6%; with 100% employer match about $132,425 at 4% or $88,283 at 6%.
202113$1,658,252$74,865$24,955iApproximate average salary by contribution assumption: employee only about $623,875 at 4% or $415,917 at 6%; with 50% employer match about $415,917 at 4% or $277,278 at 6%; with 100% employer match about $311,938 at 4% or $207,958 at 6%.
Neponset Valley Financial Partners Profit Sharing Plan and Trust-3$1,658,252$74,865$24,955iApproximate average salary by contribution assumption: employee only about $623,875 at 4% or $415,917 at 6%; with 50% employer match about $415,917 at 4% or $277,278 at 6%; with 100% employer match about $311,938 at 4% or $207,958 at 6%.
202013$1,419,392$73,069$24,356iApproximate average salary by contribution assumption: employee only about $608,908 at 4% or $405,939 at 6%; with 50% employer match about $405,939 at 4% or $270,626 at 6%; with 100% employer match about $304,454 at 4% or $202,969 at 6%.
Neponset Valley Financial Partners Profit Sharing Plan and Trust-3$1,419,392$73,069$24,356iApproximate average salary by contribution assumption: employee only about $608,908 at 4% or $405,939 at 6%; with 50% employer match about $405,939 at 4% or $270,626 at 6%; with 100% employer match about $304,454 at 4% or $202,969 at 6%.
201913$1,249,147$71,079$23,693iApproximate average salary by contribution assumption: employee only about $592,325 at 4% or $394,883 at 6%; with 50% employer match about $394,883 at 4% or $263,256 at 6%; with 100% employer match about $296,163 at 4% or $197,442 at 6%.
Neponset Valley Financial Partners Profit Sharing Plan and Trust-3$1,249,147$71,079$23,693iApproximate average salary by contribution assumption: employee only about $592,325 at 4% or $394,883 at 6%; with 50% employer match about $394,883 at 4% or $263,256 at 6%; with 100% employer match about $296,163 at 4% or $197,442 at 6%.
201813$973,696$61,383$20,461iApproximate average salary by contribution assumption: employee only about $511,525 at 4% or $341,017 at 6%; with 50% employer match about $341,017 at 4% or $227,344 at 6%; with 100% employer match about $255,763 at 4% or $170,508 at 6%.
Neponset Valley Financial Partners Profit Sharing Plan and Trust-3$973,696$61,383$20,461iApproximate average salary by contribution assumption: employee only about $511,525 at 4% or $341,017 at 6%; with 50% employer match about $341,017 at 4% or $227,344 at 6%; with 100% employer match about $255,763 at 4% or $170,508 at 6%.
201713$1,003,815$63,499$21,166iApproximate average salary by contribution assumption: employee only about $529,158 at 4% or $352,772 at 6%; with 50% employer match about $352,772 at 4% or $235,181 at 6%; with 100% employer match about $264,579 at 4% or $176,386 at 6%.
Neponset Valley Financial Partners Profit Sharing Plan and Trust-3$1,003,815$63,499$21,166iApproximate average salary by contribution assumption: employee only about $529,158 at 4% or $352,772 at 6%; with 50% employer match about $352,772 at 4% or $235,181 at 6%; with 100% employer match about $264,579 at 4% or $176,386 at 6%.
201613$815,935$61,792$20,597iApproximate average salary by contribution assumption: employee only about $514,933 at 4% or $343,289 at 6%; with 50% employer match about $343,289 at 4% or $228,859 at 6%; with 100% employer match about $257,467 at 4% or $171,644 at 6%.
Neponset Valley Financial Partners Profit Sharing Plan and Trust-3$815,935$61,792$20,597iApproximate average salary by contribution assumption: employee only about $514,933 at 4% or $343,289 at 6%; with 50% employer match about $343,289 at 4% or $228,859 at 6%; with 100% employer match about $257,467 at 4% or $171,644 at 6%.
201512$699,050$59,759$29,880iApproximate average salary by contribution assumption: employee only about $746,988 at 4% or $497,992 at 6%; with 50% employer match about $497,992 at 4% or $331,994 at 6%; with 100% employer match about $373,494 at 4% or $248,996 at 6%.
Neponset Valley Financial Partners Profit Sharing Plan and Trust-2$699,050$59,759$29,880iApproximate average salary by contribution assumption: employee only about $746,988 at 4% or $497,992 at 6%; with 50% employer match about $497,992 at 4% or $331,994 at 6%; with 100% employer match about $373,494 at 4% or $248,996 at 6%.
201412$677,393$58,463$29,232iApproximate average salary by contribution assumption: employee only about $730,788 at 4% or $487,192 at 6%; with 50% employer match about $487,192 at 4% or $324,794 at 6%; with 100% employer match about $365,394 at 4% or $243,596 at 6%.
Neponset Valley Financial Partners Profit Sharing Plan and Trust-2$677,393$58,463$29,232iApproximate average salary by contribution assumption: employee only about $730,788 at 4% or $487,192 at 6%; with 50% employer match about $487,192 at 4% or $324,794 at 6%; with 100% employer match about $365,394 at 4% or $243,596 at 6%.
201313$612,083$59,464$19,821iApproximate average salary by contribution assumption: employee only about $495,533 at 4% or $330,356 at 6%; with 50% employer match about $330,356 at 4% or $220,237 at 6%; with 100% employer match about $247,767 at 4% or $165,178 at 6%.
Neponset Valley Financial Partners Profit Sharing Plan and Trust-3$612,083$59,464$19,821iApproximate average salary by contribution assumption: employee only about $495,533 at 4% or $330,356 at 6%; with 50% employer match about $330,356 at 4% or $220,237 at 6%; with 100% employer match about $247,767 at 4% or $165,178 at 6%.
201212$495,700$55,992$27,996iApproximate average salary by contribution assumption: employee only about $699,900 at 4% or $466,600 at 6%; with 50% employer match about $466,600 at 4% or $311,067 at 6%; with 100% employer match about $349,950 at 4% or $233,300 at 6%.
Neponset Valley Financial Partners Profit Sharing Plan and Trust-2$495,700$55,992$27,996iApproximate average salary by contribution assumption: employee only about $699,900 at 4% or $466,600 at 6%; with 50% employer match about $466,600 at 4% or $311,067 at 6%; with 100% employer match about $349,950 at 4% or $233,300 at 6%.
201112$395,673$54,979$27,490iApproximate average salary by contribution assumption: employee only about $687,238 at 4% or $458,158 at 6%; with 50% employer match about $458,158 at 4% or $305,439 at 6%; with 100% employer match about $343,619 at 4% or $229,079 at 6%.
Neponset Valley Financial Partners Profit Sharing Plan and Trust-2$395,673$54,979$27,490iApproximate average salary by contribution assumption: employee only about $687,238 at 4% or $458,158 at 6%; with 50% employer match about $458,158 at 4% or $305,439 at 6%; with 100% employer match about $343,619 at 4% or $229,079 at 6%.
201012$373,296$40,207$20,104iApproximate average salary by contribution assumption: employee only about $502,588 at 4% or $335,058 at 6%; with 50% employer match about $335,058 at 4% or $223,372 at 6%; with 100% employer match about $251,294 at 4% or $167,529 at 6%.
Neponset Valley Financial Partners Profit Sharing Plan and Trust-2$373,296$40,207$20,104iApproximate average salary by contribution assumption: employee only about $502,588 at 4% or $335,058 at 6%; with 50% employer match about $335,058 at 4% or $223,372 at 6%; with 100% employer match about $251,294 at 4% or $167,529 at 6%.
200912$295,311$20,207$10,104iApproximate average salary by contribution assumption: employee only about $252,588 at 4% or $168,392 at 6%; with 50% employer match about $168,392 at 4% or $112,261 at 6%; with 100% employer match about $126,294 at 4% or $84,196 at 6%.
Neponset Valley Financial Partners Profit Sharing Plan and Trust-2$295,311$20,207$10,104iApproximate average salary by contribution assumption: employee only about $252,588 at 4% or $168,392 at 6%; with 50% employer match about $168,392 at 4% or $112,261 at 6%; with 100% employer match about $126,294 at 4% or $84,196 at 6%.
200812$0$0-
Neponset Valley Financial Partners Profit Sharing Plan and Trust-2---
200712$0$0-
Neponset Valley Financial Partners Profit Sharing Plan and Trust-2---
200612$302,519$20,207$10,104iApproximate average salary by contribution assumption: employee only about $252,588 at 4% or $168,392 at 6%; with 50% employer match about $168,392 at 4% or $112,261 at 6%; with 100% employer match about $126,294 at 4% or $84,196 at 6%.
Neponset Valley Financial Partners Profit Sharing Plan and Trust-2$302,519$20,207$10,104iApproximate average salary by contribution assumption: employee only about $252,588 at 4% or $168,392 at 6%; with 50% employer match about $168,392 at 4% or $112,261 at 6%; with 100% employer match about $126,294 at 4% or $84,196 at 6%.
200512$243,023$20,207$10,104iApproximate average salary by contribution assumption: employee only about $252,588 at 4% or $168,392 at 6%; with 50% employer match about $168,392 at 4% or $112,261 at 6%; with 100% employer match about $126,294 at 4% or $84,196 at 6%.
Neponset Valley Financial Partners Profit Sharing Plan and Trust-2$243,023$20,207$10,104iApproximate average salary by contribution assumption: employee only about $252,588 at 4% or $168,392 at 6%; with 50% employer match about $168,392 at 4% or $112,261 at 6%; with 100% employer match about $126,294 at 4% or $84,196 at 6%.
200412$202,733$20,207$10,104iApproximate average salary by contribution assumption: employee only about $252,588 at 4% or $168,392 at 6%; with 50% employer match about $168,392 at 4% or $112,261 at 6%; with 100% employer match about $126,294 at 4% or $84,196 at 6%.
Neponset Valley Financial Partners Profit Sharing Plan and Trust-2$202,733$20,207$10,104iApproximate average salary by contribution assumption: employee only about $252,588 at 4% or $168,392 at 6%; with 50% employer match about $168,392 at 4% or $112,261 at 6%; with 100% employer match about $126,294 at 4% or $84,196 at 6%.
200312$162,285$15,207$7,604iApproximate average salary by contribution assumption: employee only about $190,088 at 4% or $126,725 at 6%; with 50% employer match about $126,725 at 4% or $84,483 at 6%; with 100% employer match about $95,044 at 4% or $63,363 at 6%.
Neponset Valley Financial Partners Profit Sharing Plan and Trust-2$162,285$15,207$7,604iApproximate average salary by contribution assumption: employee only about $190,088 at 4% or $126,725 at 6%; with 50% employer match about $126,725 at 4% or $84,483 at 6%; with 100% employer match about $95,044 at 4% or $63,363 at 6%.
200212$0$0-
Neponset Valley Financial Partners Profit Sharing Plan and Trust-2---
200112$0$0-
Neponset Valley Financial Partners Profit Sharing Plan and Trust-2---
200012$146,387$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Neponset Valley Financial Partners Profit Sharing Plan and Trust-2$146,387$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
199912$122,557$11,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
Neponset Valley Financial Partners Profit Sharing Plan and Trust-2$122,557$11,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.