Civic Intelligence

Bonz/Rea Inc.

Plan context: Bonz/Rea Inc. Retirement Plan

EIN 04-3400294 • Lexington, MA • 19 filings • 4 plans

114 Waltham Street Ste G4Lexington, MA 02421
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,513,097

2024 Contributions

$100,271

Historical Graphs

Total Assets Over Time

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

$1,513,097$756,549$0199920152024YearValue
$1,513,097Latest year 2024

Participants Over Time

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

840199920152024YearValue
7Latest 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
202417$1,513,097$100,271$14,324iApproximate average salary by contribution assumption: employee only about $358,111 at 4% or $238,740 at 6%; with 50% employer match about $238,740 at 4% or $159,160 at 6%; with 100% employer match about $179,055 at 4% or $119,370 at 6%.
Bonz/Rea Inc. Retirement Plan-7$1,513,097$100,271$14,324iApproximate average salary by contribution assumption: employee only about $358,111 at 4% or $238,740 at 6%; with 50% employer match about $238,740 at 4% or $159,160 at 6%; with 100% employer match about $179,055 at 4% or $119,370 at 6%.
202317$1,279,408$103,174$14,739iApproximate average salary by contribution assumption: employee only about $368,479 at 4% or $245,652 at 6%; with 50% employer match about $245,652 at 4% or $163,768 at 6%; with 100% employer match about $184,239 at 4% or $122,826 at 6%.
Bonz/Rea Inc. Retirement Plan-7$1,279,408$103,174$14,739iApproximate average salary by contribution assumption: employee only about $368,479 at 4% or $245,652 at 6%; with 50% employer match about $245,652 at 4% or $163,768 at 6%; with 100% employer match about $184,239 at 4% or $122,826 at 6%.
202216$1,009,604$80,554$13,426iApproximate average salary by contribution assumption: employee only about $335,642 at 4% or $223,761 at 6%; with 50% employer match about $223,761 at 4% or $149,174 at 6%; with 100% employer match about $167,821 at 4% or $111,881 at 6%.
Bonz/Rea Inc. Retirement Plan-6$1,009,604$80,554$13,426iApproximate average salary by contribution assumption: employee only about $335,642 at 4% or $223,761 at 6%; with 50% employer match about $223,761 at 4% or $149,174 at 6%; with 100% employer match about $167,821 at 4% or $111,881 at 6%.
202115$1,136,354$77,545$15,509iApproximate average salary by contribution assumption: employee only about $387,725 at 4% or $258,483 at 6%; with 50% employer match about $258,483 at 4% or $172,322 at 6%; with 100% employer match about $193,863 at 4% or $129,242 at 6%.
Bonz/Rea Inc. Retirement Plan-5$1,136,354$77,545$15,509iApproximate average salary by contribution assumption: employee only about $387,725 at 4% or $258,483 at 6%; with 50% employer match about $258,483 at 4% or $172,322 at 6%; with 100% employer match about $193,863 at 4% or $129,242 at 6%.
202016$958,444$95,148$15,858iApproximate average salary by contribution assumption: employee only about $396,450 at 4% or $264,300 at 6%; with 50% employer match about $264,300 at 4% or $176,200 at 6%; with 100% employer match about $198,225 at 4% or $132,150 at 6%.
Bonz/Rea Inc. Retirement Plan-6$958,444$95,148$15,858iApproximate average salary by contribution assumption: employee only about $396,450 at 4% or $264,300 at 6%; with 50% employer match about $264,300 at 4% or $176,200 at 6%; with 100% employer match about $198,225 at 4% or $132,150 at 6%.
201914$745,188$50,265$12,566iApproximate average salary by contribution assumption: employee only about $314,156 at 4% or $209,438 at 6%; with 50% employer match about $209,438 at 4% or $139,625 at 6%; with 100% employer match about $157,078 at 4% or $104,719 at 6%.
Bonz/Rea Inc. Retirement Plan-4$745,188$50,265$12,566iApproximate average salary by contribution assumption: employee only about $314,156 at 4% or $209,438 at 6%; with 50% employer match about $209,438 at 4% or $139,625 at 6%; with 100% employer match about $157,078 at 4% or $104,719 at 6%.
201817$607,422$68,476$9,782iApproximate average salary by contribution assumption: employee only about $244,557 at 4% or $163,038 at 6%; with 50% employer match about $163,038 at 4% or $108,692 at 6%; with 100% employer match about $122,279 at 4% or $81,519 at 6%.
Bonz/Rea Inc. Retirement Plan-7$607,422$68,476$9,782iApproximate average salary by contribution assumption: employee only about $244,557 at 4% or $163,038 at 6%; with 50% employer match about $163,038 at 4% or $108,692 at 6%; with 100% employer match about $122,279 at 4% or $81,519 at 6%.
201716$571,968$64,569$10,762iApproximate average salary by contribution assumption: employee only about $269,038 at 4% or $179,358 at 6%; with 50% employer match about $179,358 at 4% or $119,572 at 6%; with 100% employer match about $134,519 at 4% or $89,679 at 6%.
Bonz/Rea Inc. Retirement Plan-6$571,968$64,569$10,762iApproximate average salary by contribution assumption: employee only about $269,038 at 4% or $179,358 at 6%; with 50% employer match about $179,358 at 4% or $119,572 at 6%; with 100% employer match about $134,519 at 4% or $89,679 at 6%.
201616$437,367$72,594$12,099iApproximate average salary by contribution assumption: employee only about $302,475 at 4% or $201,650 at 6%; with 50% employer match about $201,650 at 4% or $134,433 at 6%; with 100% employer match about $151,238 at 4% or $100,825 at 6%.
Bonz/Rea Inc. Retirement Plan-6$437,367$72,594$12,099iApproximate average salary by contribution assumption: employee only about $302,475 at 4% or $201,650 at 6%; with 50% employer match about $201,650 at 4% or $134,433 at 6%; with 100% employer match about $151,238 at 4% or $100,825 at 6%.
201515$334,090$67,861$13,572iApproximate average salary by contribution assumption: employee only about $339,305 at 4% or $226,203 at 6%; with 50% employer match about $226,203 at 4% or $150,802 at 6%; with 100% employer match about $169,653 at 4% or $113,102 at 6%.
Bonz/Rea Inc. Retirement Plan-5$334,090$67,861$13,572iApproximate average salary by contribution assumption: employee only about $339,305 at 4% or $226,203 at 6%; with 50% employer match about $226,203 at 4% or $150,802 at 6%; with 100% employer match about $169,653 at 4% or $113,102 at 6%.
201414$272,700$77,314$19,329iApproximate average salary by contribution assumption: employee only about $483,213 at 4% or $322,142 at 6%; with 50% employer match about $322,142 at 4% or $214,761 at 6%; with 100% employer match about $241,606 at 4% or $161,071 at 6%.
Bonz/Rea Inc. Retirement Plan-4$272,700$77,314$19,329iApproximate average salary by contribution assumption: employee only about $483,213 at 4% or $322,142 at 6%; with 50% employer match about $322,142 at 4% or $214,761 at 6%; with 100% employer match about $241,606 at 4% or $161,071 at 6%.
201315$196,139$33,855$6,771iApproximate average salary by contribution assumption: employee only about $169,275 at 4% or $112,850 at 6%; with 50% employer match about $112,850 at 4% or $75,233 at 6%; with 100% employer match about $84,638 at 4% or $56,425 at 6%.
Bonz/Rea Inc. Retirement Plan-5$196,139$33,855$6,771iApproximate average salary by contribution assumption: employee only about $169,275 at 4% or $112,850 at 6%; with 50% employer match about $112,850 at 4% or $75,233 at 6%; with 100% employer match about $84,638 at 4% or $56,425 at 6%.
201214$133,827$47,955$11,989iApproximate average salary by contribution assumption: employee only about $299,719 at 4% or $199,813 at 6%; with 50% employer match about $199,813 at 4% or $133,208 at 6%; with 100% employer match about $149,859 at 4% or $99,906 at 6%.
Bonz/Rea Inc. Retirement Plan-4$133,827$47,955$11,989iApproximate average salary by contribution assumption: employee only about $299,719 at 4% or $199,813 at 6%; with 50% employer match about $199,813 at 4% or $133,208 at 6%; with 100% employer match about $149,859 at 4% or $99,906 at 6%.
201114$75,518$37,498$9,375iApproximate average salary by contribution assumption: employee only about $234,363 at 4% or $156,242 at 6%; with 50% employer match about $156,242 at 4% or $104,161 at 6%; with 100% employer match about $117,181 at 4% or $78,121 at 6%.
Bonz/Rea Inc. Retirement Plan-4$75,518$37,498$9,375iApproximate average salary by contribution assumption: employee only about $234,363 at 4% or $156,242 at 6%; with 50% employer match about $156,242 at 4% or $104,161 at 6%; with 100% employer match about $117,181 at 4% or $78,121 at 6%.
201014$39,408$37,917$9,479iApproximate average salary by contribution assumption: employee only about $236,981 at 4% or $157,988 at 6%; with 50% employer match about $157,988 at 4% or $105,325 at 6%; with 100% employer match about $118,491 at 4% or $78,994 at 6%.
Bonz/Rea Inc. Retirement Plan-4$39,408$37,917$9,479iApproximate average salary by contribution assumption: employee only about $236,981 at 4% or $157,988 at 6%; with 50% employer match about $157,988 at 4% or $105,325 at 6%; with 100% employer match about $118,491 at 4% or $78,994 at 6%.
200517$684,166$82,904$11,843iApproximate average salary by contribution assumption: employee only about $296,086 at 4% or $197,390 at 6%; with 50% employer match about $197,390 at 4% or $131,594 at 6%; with 100% employer match about $148,043 at 4% or $98,695 at 6%.
Bonz/Rea Inc. Retirement Plan-7$684,166$82,904$11,843iApproximate average salary by contribution assumption: employee only about $296,086 at 4% or $197,390 at 6%; with 50% employer match about $197,390 at 4% or $131,594 at 6%; with 100% employer match about $148,043 at 4% or $98,695 at 6%.
200416$711,442$78,510$13,085iApproximate average salary by contribution assumption: employee only about $327,125 at 4% or $218,083 at 6%; with 50% employer match about $218,083 at 4% or $145,389 at 6%; with 100% employer match about $163,563 at 4% or $109,042 at 6%.
Bonz/Rea Inc. Retirement Plan-6$711,442$78,510$13,085iApproximate average salary by contribution assumption: employee only about $327,125 at 4% or $218,083 at 6%; with 50% employer match about $218,083 at 4% or $145,389 at 6%; with 100% employer match about $163,563 at 4% or $109,042 at 6%.
200318$620,033$73,296$9,162iApproximate average salary by contribution assumption: employee only about $229,050 at 4% or $152,700 at 6%; with 50% employer match about $152,700 at 4% or $101,800 at 6%; with 100% employer match about $114,525 at 4% or $76,350 at 6%.
Bonz/Rea Inc. Retirement Plan-8$620,033$73,296$9,162iApproximate average salary by contribution assumption: employee only about $229,050 at 4% or $152,700 at 6%; with 50% employer match about $152,700 at 4% or $101,800 at 6%; with 100% employer match about $114,525 at 4% or $76,350 at 6%.
199916$758,172$12,814$2,136iApproximate average salary by contribution assumption: employee only about $53,392 at 4% or $35,594 at 6%; with 50% employer match about $35,594 at 4% or $23,730 at 6%; with 100% employer match about $26,696 at 4% or $17,797 at 6%.
Bonz/Rea Inc. Retirement Plan-6$758,172$12,814$2,136iApproximate average salary by contribution assumption: employee only about $53,392 at 4% or $35,594 at 6%; with 50% employer match about $35,594 at 4% or $23,730 at 6%; with 100% employer match about $26,696 at 4% or $17,797 at 6%.