Civic Intelligence

Wakefield Associates Inc.

Plan context: Wakefield Associates 401K Plan

EIN 04-3401822 • Wakefield, MA • 9 filings • 1 plans

544 Salem StWakefield, MA 01180
Current Snapshot

Latest Year

2012

2012 Participants

7

2012 Assets

$31,197

2012 Contributions

$7,045

Historical Graphs

Total Assets Over Time

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

$145,123$72,562$0200420082011YearValue
$31,197Latest year 2011

Participants Over Time

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

1160200420082011YearValue
7Latest year 2011

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
201210$0$0-
Wakefield Associates 401K Plan-0---
201117$31,197$0-
Wakefield Associates 401K Plan-7$31,197--
201011$53,894$0-
Wakefield Associates 401K Plan-1$53,894--
200919$135,172$7,045$783iApproximate average salary by contribution assumption: employee only about $19,569 at 4% or $13,046 at 6%; with 50% employer match about $13,046 at 4% or $8,698 at 6%; with 100% employer match about $9,785 at 4% or $6,523 at 6%.
Wakefield Associates 401K Plan-9$135,172$7,045$783iApproximate average salary by contribution assumption: employee only about $19,569 at 4% or $13,046 at 6%; with 50% employer match about $13,046 at 4% or $8,698 at 6%; with 100% employer match about $9,785 at 4% or $6,523 at 6%.
200819$145,123$24,659$2,740iApproximate average salary by contribution assumption: employee only about $68,497 at 4% or $45,665 at 6%; with 50% employer match about $45,665 at 4% or $30,443 at 6%; with 100% employer match about $34,249 at 4% or $22,832 at 6%.
Wakefield Associates 401K Plan-9$145,123$24,659$2,740iApproximate average salary by contribution assumption: employee only about $68,497 at 4% or $45,665 at 6%; with 50% employer match about $45,665 at 4% or $30,443 at 6%; with 100% employer match about $34,249 at 4% or $22,832 at 6%.
2007111$120,199$29,345$2,668iApproximate average salary by contribution assumption: employee only about $66,693 at 4% or $44,462 at 6%; with 50% employer match about $44,462 at 4% or $29,641 at 6%; with 100% employer match about $33,347 at 4% or $22,231 at 6%.
Wakefield Associates 401K Plan-11$120,199$29,345$2,668iApproximate average salary by contribution assumption: employee only about $66,693 at 4% or $44,462 at 6%; with 50% employer match about $44,462 at 4% or $29,641 at 6%; with 100% employer match about $33,347 at 4% or $22,231 at 6%.
2006111$85,823$29,066$2,642iApproximate average salary by contribution assumption: employee only about $66,059 at 4% or $44,039 at 6%; with 50% employer match about $44,039 at 4% or $29,360 at 6%; with 100% employer match about $33,030 at 4% or $22,020 at 6%.
Wakefield Associates 401K Plan-11$85,823$29,066$2,642iApproximate average salary by contribution assumption: employee only about $66,059 at 4% or $44,039 at 6%; with 50% employer match about $44,039 at 4% or $29,360 at 6%; with 100% employer match about $33,030 at 4% or $22,020 at 6%.
2005111$53,205$31,249$2,841iApproximate average salary by contribution assumption: employee only about $71,020 at 4% or $47,347 at 6%; with 50% employer match about $47,347 at 4% or $31,565 at 6%; with 100% employer match about $35,510 at 4% or $23,673 at 6%.
Wakefield Associates 401K Plan-11$53,205$31,249$2,841iApproximate average salary by contribution assumption: employee only about $71,020 at 4% or $47,347 at 6%; with 50% employer match about $47,347 at 4% or $31,565 at 6%; with 100% employer match about $35,510 at 4% or $23,673 at 6%.
2004111$20,727$20,515$1,865iApproximate average salary by contribution assumption: employee only about $46,625 at 4% or $31,083 at 6%; with 50% employer match about $31,083 at 4% or $20,722 at 6%; with 100% employer match about $23,313 at 4% or $15,542 at 6%.
Wakefield Associates 401K Plan-11$20,727$20,515$1,865iApproximate average salary by contribution assumption: employee only about $46,625 at 4% or $31,083 at 6%; with 50% employer match about $31,083 at 4% or $20,722 at 6%; with 100% employer match about $23,313 at 4% or $15,542 at 6%.