Civic Intelligence

Hersey & Associates LLC

Plan context: Hersey & Associates 401-K Plan

EIN 04-3341401 • Norwell, MA • 4 filings • 4 plans

80 Washington Street Bldg J 41Norwell, MA 02061
Current Snapshot

Latest Year

2010

2010 Participants

12

2010 Assets

$1,552,505

2010 Contributions

$155,897

Historical Graphs

Total Assets Over Time

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

$1,589,967$794,984$0199920092010YearValue
$1,552,505Latest year 2010

Participants Over Time

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

19100199920092010YearValue
12Latest year 2010

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
2010112$1,552,505$155,897$12,991iApproximate average salary by contribution assumption: employee only about $324,785 at 4% or $216,524 at 6%; with 50% employer match about $216,524 at 4% or $144,349 at 6%; with 100% employer match about $162,393 at 4% or $108,262 at 6%.
Hersey & Associates 401-K Plan-12$1,552,505$155,897$12,991iApproximate average salary by contribution assumption: employee only about $324,785 at 4% or $216,524 at 6%; with 50% employer match about $216,524 at 4% or $144,349 at 6%; with 100% employer match about $162,393 at 4% or $108,262 at 6%.
2009119$1,589,967$162,813$8,569iApproximate average salary by contribution assumption: employee only about $214,228 at 4% or $142,818 at 6%; with 50% employer match about $142,818 at 4% or $95,212 at 6%; with 100% employer match about $107,114 at 4% or $71,409 at 6%.
Hersey & Associates 401-K Plan-19$1,589,967$162,813$8,569iApproximate average salary by contribution assumption: employee only about $214,228 at 4% or $142,818 at 6%; with 50% employer match about $142,818 at 4% or $95,212 at 6%; with 100% employer match about $107,114 at 4% or $71,409 at 6%.
200010$0$0-
HERSEY & ASSOCIATES, LLC COMPENSATION REDUCTION PL GROUP HEALTH INSURANCE-0---
1999113$367,779$72,935$5,610iApproximate average salary by contribution assumption: employee only about $140,260 at 4% or $93,506 at 6%; with 50% employer match about $93,506 at 4% or $62,338 at 6%; with 100% employer match about $70,130 at 4% or $46,753 at 6%.
Hersey & Associates 401-K Plan-13$367,779$72,935$5,610iApproximate average salary by contribution assumption: employee only about $140,260 at 4% or $93,506 at 6%; with 50% employer match about $93,506 at 4% or $62,338 at 6%; with 100% employer match about $70,130 at 4% or $46,753 at 6%.