Civic Intelligence

Lexington Wealth Management

Plan context: Lexington Wealth Management 401(K) Plan

EIN 04-3354563 • Lexington, MA • 16 filings • 7 plans

12 Waltham StreetLexington, MA 02421
Current Snapshot

Latest Year

2019

2019 Participants

15

2019 Assets

$1,501,660

2019 Contributions

$380,577

Historical Graphs

Total Assets Over Time

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

$1,501,660$750,830$0200320122018YearValue
$1,501,660Latest year 2018

Participants Over Time

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

21110200320112018YearValue
15Latest year 2018

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
201910$0$380,577-
Lexington Wealth Management 401(K) Plan-0$0$380,577-
2018115$1,501,660$301,496$20,100iApproximate average salary by contribution assumption: employee only about $502,493 at 4% or $334,996 at 6%; with 50% employer match about $334,996 at 4% or $223,330 at 6%; with 100% employer match about $251,247 at 4% or $167,498 at 6%.
Lexington Wealth Management 401(K) Plan-15$1,501,660$301,496$20,100iApproximate average salary by contribution assumption: employee only about $502,493 at 4% or $334,996 at 6%; with 50% employer match about $334,996 at 4% or $223,330 at 6%; with 100% employer match about $251,247 at 4% or $167,498 at 6%.
2017112$1,318,374$266,249$22,187iApproximate average salary by contribution assumption: employee only about $554,685 at 4% or $369,790 at 6%; with 50% employer match about $369,790 at 4% or $246,527 at 6%; with 100% employer match about $277,343 at 4% or $184,895 at 6%.
Lexington Wealth Management 401(K) Plan-12$1,318,374$266,249$22,187iApproximate average salary by contribution assumption: employee only about $554,685 at 4% or $369,790 at 6%; with 50% employer match about $369,790 at 4% or $246,527 at 6%; with 100% employer match about $277,343 at 4% or $184,895 at 6%.
2016112$955,702$168,903$14,075iApproximate average salary by contribution assumption: employee only about $351,881 at 4% or $234,588 at 6%; with 50% employer match about $234,588 at 4% or $156,392 at 6%; with 100% employer match about $175,941 at 4% or $117,294 at 6%.
Lexington Wealth Management 401(K) Plan-12$955,702$168,903$14,075iApproximate average salary by contribution assumption: employee only about $351,881 at 4% or $234,588 at 6%; with 50% employer match about $234,588 at 4% or $156,392 at 6%; with 100% employer match about $175,941 at 4% or $117,294 at 6%.
2015112$739,823$174,500$14,542iApproximate average salary by contribution assumption: employee only about $363,542 at 4% or $242,361 at 6%; with 50% employer match about $242,361 at 4% or $161,574 at 6%; with 100% employer match about $181,771 at 4% or $121,181 at 6%.
Lexington Wealth Management 401(K) Plan-12$739,823$174,500$14,542iApproximate average salary by contribution assumption: employee only about $363,542 at 4% or $242,361 at 6%; with 50% employer match about $242,361 at 4% or $161,574 at 6%; with 100% employer match about $181,771 at 4% or $121,181 at 6%.
2014118$594,616$146,490$8,138iApproximate average salary by contribution assumption: employee only about $203,458 at 4% or $135,639 at 6%; with 50% employer match about $135,639 at 4% or $90,426 at 6%; with 100% employer match about $101,729 at 4% or $67,819 at 6%.
Lexington Wealth Management 401(K) Plan-18$594,616$146,490$8,138iApproximate average salary by contribution assumption: employee only about $203,458 at 4% or $135,639 at 6%; with 50% employer match about $135,639 at 4% or $90,426 at 6%; with 100% employer match about $101,729 at 4% or $67,819 at 6%.
2013112$420,046$110,130$9,178iApproximate average salary by contribution assumption: employee only about $229,438 at 4% or $152,958 at 6%; with 50% employer match about $152,958 at 4% or $101,972 at 6%; with 100% employer match about $114,719 at 4% or $76,479 at 6%.
Lexington Wealth Management 401(K) Plan-12$420,046$110,130$9,178iApproximate average salary by contribution assumption: employee only about $229,438 at 4% or $152,958 at 6%; with 50% employer match about $152,958 at 4% or $101,972 at 6%; with 100% employer match about $114,719 at 4% or $76,479 at 6%.
201218$289,180$0-
Lexington Wealth Management 401(K) Plan-8$289,180$0-
2011121$257,265$0-
Lexington Wealth Management 401(K) Plan-21$257,265--
201019$259,178$0-
Lexington Wealth Management 401(K) Plan-9$259,178--
200919$227,075$0-
Lexington Wealth Management 401(K) Plan-9$227,075--
200819$184,386$67,052$7,450iApproximate average salary by contribution assumption: employee only about $186,256 at 4% or $124,170 at 6%; with 50% employer match about $124,170 at 4% or $82,780 at 6%; with 100% employer match about $93,128 at 4% or $62,085 at 6%.
Lexington Wealth Management 401(K) Plan-9$184,386$67,052$7,450iApproximate average salary by contribution assumption: employee only about $186,256 at 4% or $124,170 at 6%; with 50% employer match about $124,170 at 4% or $82,780 at 6%; with 100% employer match about $93,128 at 4% or $62,085 at 6%.
200718$0$0-
Lexington Wealth Management 401(K) Plan-8---
200618$110,813$29,196$3,650iApproximate average salary by contribution assumption: employee only about $91,238 at 4% or $60,825 at 6%; with 50% employer match about $60,825 at 4% or $40,550 at 6%; with 100% employer match about $45,619 at 4% or $30,413 at 6%.
Lexington Wealth Management 401(K) Plan-8$110,813$29,196$3,650iApproximate average salary by contribution assumption: employee only about $91,238 at 4% or $60,825 at 6%; with 50% employer match about $60,825 at 4% or $40,550 at 6%; with 100% employer match about $45,619 at 4% or $30,413 at 6%.
200515$70,069$31,478$6,296iApproximate average salary by contribution assumption: employee only about $157,390 at 4% or $104,927 at 6%; with 50% employer match about $104,927 at 4% or $69,951 at 6%; with 100% employer match about $78,695 at 4% or $52,463 at 6%.
Lexington Wealth Management 401(K) Plan-5$70,069$31,478$6,296iApproximate average salary by contribution assumption: employee only about $157,390 at 4% or $104,927 at 6%; with 50% employer match about $104,927 at 4% or $69,951 at 6%; with 100% employer match about $78,695 at 4% or $52,463 at 6%.
200313$16,423$13,253$4,418iApproximate average salary by contribution assumption: employee only about $110,442 at 4% or $73,628 at 6%; with 50% employer match about $73,628 at 4% or $49,085 at 6%; with 100% employer match about $55,221 at 4% or $36,814 at 6%.
Lexington Wealth Management 401(K) Plan-3$16,423$13,253$4,418iApproximate average salary by contribution assumption: employee only about $110,442 at 4% or $73,628 at 6%; with 50% employer match about $73,628 at 4% or $49,085 at 6%; with 100% employer match about $55,221 at 4% or $36,814 at 6%.