Civic Intelligence

Grove Street Advisors LLC

Plan context: Grove Street Advisors 401(K) and Profit Sharing Plan

EIN 04-3407430 • Wellesley, MA • 28 filings • 6 plans

20 William StSuite 230Wellesley, MA 02481
Current Snapshot

Latest Year

2024

2024 Participants

37

2024 Assets

$21,765,790

2024 Contributions

$1,078,088

Historical Graphs

Total Assets Over Time

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

$21,765,790$10,882,895$0200020142024YearValue
$21,765,790Latest year 2024

Participants Over Time

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

47240200020122024YearValue
37Latest 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
2024137$21,765,790$1,078,088$29,138iApproximate average salary by contribution assumption: employee only about $728,438 at 4% or $485,625 at 6%; with 50% employer match about $485,625 at 4% or $323,750 at 6%; with 100% employer match about $364,219 at 4% or $242,813 at 6%.
Grove Street Advisors 401(K) and Profit Sharing Plan-37$21,765,790$1,078,088$29,138iApproximate average salary by contribution assumption: employee only about $728,438 at 4% or $485,625 at 6%; with 50% employer match about $485,625 at 4% or $323,750 at 6%; with 100% employer match about $364,219 at 4% or $242,813 at 6%.
2023136$18,306,919$1,125,290$31,258iApproximate average salary by contribution assumption: employee only about $781,451 at 4% or $520,968 at 6%; with 50% employer match about $520,968 at 4% or $347,312 at 6%; with 100% employer match about $390,726 at 4% or $260,484 at 6%.
Grove Street Advisors 401(K) and Profit Sharing Plan-36$18,306,919$1,125,290$31,258iApproximate average salary by contribution assumption: employee only about $781,451 at 4% or $520,968 at 6%; with 50% employer match about $520,968 at 4% or $347,312 at 6%; with 100% employer match about $390,726 at 4% or $260,484 at 6%.
2022138$14,632,775$912,046$24,001iApproximate average salary by contribution assumption: employee only about $600,030 at 4% or $400,020 at 6%; with 50% employer match about $400,020 at 4% or $266,680 at 6%; with 100% employer match about $300,015 at 4% or $200,010 at 6%.
Grove Street Advisors 401(K) and Profit Sharing Plan-38$14,632,775$912,046$24,001iApproximate average salary by contribution assumption: employee only about $600,030 at 4% or $400,020 at 6%; with 50% employer match about $400,020 at 4% or $266,680 at 6%; with 100% employer match about $300,015 at 4% or $200,010 at 6%.
2021136$16,727,694$882,932$24,526iApproximate average salary by contribution assumption: employee only about $613,147 at 4% or $408,765 at 6%; with 50% employer match about $408,765 at 4% or $272,510 at 6%; with 100% employer match about $306,574 at 4% or $204,382 at 6%.
Grove Street Advisors 401(K) and Profit Sharing Plan-36$16,727,694$882,932$24,526iApproximate average salary by contribution assumption: employee only about $613,147 at 4% or $408,765 at 6%; with 50% employer match about $408,765 at 4% or $272,510 at 6%; with 100% employer match about $306,574 at 4% or $204,382 at 6%.
2020135$15,691,629$928,020$26,515iApproximate average salary by contribution assumption: employee only about $662,871 at 4% or $441,914 at 6%; with 50% employer match about $441,914 at 4% or $294,610 at 6%; with 100% employer match about $331,436 at 4% or $220,957 at 6%.
Grove Street Advisors 401(K) and Profit Sharing Plan-35$15,691,629$928,020$26,515iApproximate average salary by contribution assumption: employee only about $662,871 at 4% or $441,914 at 6%; with 50% employer match about $441,914 at 4% or $294,610 at 6%; with 100% employer match about $331,436 at 4% or $220,957 at 6%.
2019138$14,838,345$887,679$23,360iApproximate average salary by contribution assumption: employee only about $583,999 at 4% or $389,333 at 6%; with 50% employer match about $389,333 at 4% or $259,555 at 6%; with 100% employer match about $292,000 at 4% or $194,666 at 6%.
Grove Street Advisors 401(K) and Profit Sharing Plan-38$14,838,345$887,679$23,360iApproximate average salary by contribution assumption: employee only about $583,999 at 4% or $389,333 at 6%; with 50% employer match about $389,333 at 4% or $259,555 at 6%; with 100% employer match about $292,000 at 4% or $194,666 at 6%.
2018137$11,759,682$898,745$24,290iApproximate average salary by contribution assumption: employee only about $607,260 at 4% or $404,840 at 6%; with 50% employer match about $404,840 at 4% or $269,893 at 6%; with 100% employer match about $303,630 at 4% or $202,420 at 6%.
Grove Street Advisors 401(K) and Profit Sharing Plan-37$11,759,682$898,745$24,290iApproximate average salary by contribution assumption: employee only about $607,260 at 4% or $404,840 at 6%; with 50% employer match about $404,840 at 4% or $269,893 at 6%; with 100% employer match about $303,630 at 4% or $202,420 at 6%.
2017137$13,114,374$881,862$23,834iApproximate average salary by contribution assumption: employee only about $595,853 at 4% or $397,235 at 6%; with 50% employer match about $397,235 at 4% or $264,823 at 6%; with 100% employer match about $297,926 at 4% or $198,618 at 6%.
Grove Street Advisors 401(K) and Profit Sharing Plan-37$13,114,374$881,862$23,834iApproximate average salary by contribution assumption: employee only about $595,853 at 4% or $397,235 at 6%; with 50% employer match about $397,235 at 4% or $264,823 at 6%; with 100% employer match about $297,926 at 4% or $198,618 at 6%.
2016138$10,359,148$915,461$24,091iApproximate average salary by contribution assumption: employee only about $602,277 at 4% or $401,518 at 6%; with 50% employer match about $401,518 at 4% or $267,679 at 6%; with 100% employer match about $301,138 at 4% or $200,759 at 6%.
Grove Street Advisors 401(K) and Profit Sharing Plan-38$10,359,148$915,461$24,091iApproximate average salary by contribution assumption: employee only about $602,277 at 4% or $401,518 at 6%; with 50% employer match about $401,518 at 4% or $267,679 at 6%; with 100% employer match about $301,138 at 4% or $200,759 at 6%.
2015139$9,172,956$1,067,669$27,376iApproximate average salary by contribution assumption: employee only about $684,403 at 4% or $456,269 at 6%; with 50% employer match about $456,269 at 4% or $304,179 at 6%; with 100% employer match about $342,202 at 4% or $228,134 at 6%.
Grove Street Advisors 401(K) and Profit Sharing Plan-39$9,172,956$1,067,669$27,376iApproximate average salary by contribution assumption: employee only about $684,403 at 4% or $456,269 at 6%; with 50% employer match about $456,269 at 4% or $304,179 at 6%; with 100% employer match about $342,202 at 4% or $228,134 at 6%.
2014136$9,921,428$481,146$13,365iApproximate average salary by contribution assumption: employee only about $334,129 at 4% or $222,753 at 6%; with 50% employer match about $222,753 at 4% or $148,502 at 6%; with 100% employer match about $167,065 at 4% or $111,376 at 6%.
Grove Street Advisors 401(K) and Profit Sharing Plan-36$9,921,428$481,146$13,365iApproximate average salary by contribution assumption: employee only about $334,129 at 4% or $222,753 at 6%; with 50% employer match about $222,753 at 4% or $148,502 at 6%; with 100% employer match about $167,065 at 4% or $111,376 at 6%.
2013142$9,151,859$852,905$20,307iApproximate average salary by contribution assumption: employee only about $507,682 at 4% or $338,454 at 6%; with 50% employer match about $338,454 at 4% or $225,636 at 6%; with 100% employer match about $253,841 at 4% or $169,227 at 6%.
Grove Street Advisors 401(K) and Profit Sharing Plan-42$9,151,859$852,905$20,307iApproximate average salary by contribution assumption: employee only about $507,682 at 4% or $338,454 at 6%; with 50% employer match about $338,454 at 4% or $225,636 at 6%; with 100% employer match about $253,841 at 4% or $169,227 at 6%.
2012139$6,973,672$862,521$22,116iApproximate average salary by contribution assumption: employee only about $552,898 at 4% or $368,599 at 6%; with 50% employer match about $368,599 at 4% or $245,732 at 6%; with 100% employer match about $276,449 at 4% or $184,299 at 6%.
Grove Street Advisors 401(K) and Profit Sharing Plan-39$6,973,672$862,521$22,116iApproximate average salary by contribution assumption: employee only about $552,898 at 4% or $368,599 at 6%; with 50% employer match about $368,599 at 4% or $245,732 at 6%; with 100% employer match about $276,449 at 4% or $184,299 at 6%.
2011137$6,130,583$888,947$24,026iApproximate average salary by contribution assumption: employee only about $600,640 at 4% or $400,427 at 6%; with 50% employer match about $400,427 at 4% or $266,951 at 6%; with 100% employer match about $300,320 at 4% or $200,213 at 6%.
Grove Street Advisors 401(K) and Profit Sharing Plan-37$6,130,583$888,947$24,026iApproximate average salary by contribution assumption: employee only about $600,640 at 4% or $400,427 at 6%; with 50% employer match about $400,427 at 4% or $266,951 at 6%; with 100% employer match about $300,320 at 4% or $200,213 at 6%.
2010136$5,321,619$773,235$21,479iApproximate average salary by contribution assumption: employee only about $536,969 at 4% or $357,979 at 6%; with 50% employer match about $357,979 at 4% or $238,653 at 6%; with 100% employer match about $268,484 at 4% or $178,990 at 6%.
Grove Street Advisors 401(K) and Profit Sharing Plan-36$5,321,619$773,235$21,479iApproximate average salary by contribution assumption: employee only about $536,969 at 4% or $357,979 at 6%; with 50% employer match about $357,979 at 4% or $238,653 at 6%; with 100% employer match about $268,484 at 4% or $178,990 at 6%.
2009147$4,237,192$680,158$14,471iApproximate average salary by contribution assumption: employee only about $361,786 at 4% or $241,191 at 6%; with 50% employer match about $241,191 at 4% or $160,794 at 6%; with 100% employer match about $180,893 at 4% or $120,595 at 6%.
Grove Street Advisors 401(K) and Profit Sharing Plan-47$4,237,192$680,158$14,471iApproximate average salary by contribution assumption: employee only about $361,786 at 4% or $241,191 at 6%; with 50% employer match about $241,191 at 4% or $160,794 at 6%; with 100% employer match about $180,893 at 4% or $120,595 at 6%.
2008133$3,632,319$645,035$19,547iApproximate average salary by contribution assumption: employee only about $488,663 at 4% or $325,775 at 6%; with 50% employer match about $325,775 at 4% or $217,184 at 6%; with 100% employer match about $244,331 at 4% or $162,888 at 6%.
Grove Street Advisors 401(K) and Profit Sharing Plan-33$3,632,319$645,035$19,547iApproximate average salary by contribution assumption: employee only about $488,663 at 4% or $325,775 at 6%; with 50% employer match about $325,775 at 4% or $217,184 at 6%; with 100% employer match about $244,331 at 4% or $162,888 at 6%.
2007133$0$0-
Grove Street Advisors 401(K) and Profit Sharing Plan-33---
2006129$3,163,971$562,192$19,386iApproximate average salary by contribution assumption: employee only about $484,648 at 4% or $323,099 at 6%; with 50% employer match about $323,099 at 4% or $215,399 at 6%; with 100% employer match about $242,324 at 4% or $161,549 at 6%.
Grove Street Advisors 401(K) and Profit Sharing Plan-29$3,163,971$562,192$19,386iApproximate average salary by contribution assumption: employee only about $484,648 at 4% or $323,099 at 6%; with 50% employer match about $323,099 at 4% or $215,399 at 6%; with 100% employer match about $242,324 at 4% or $161,549 at 6%.
2005130$2,453,180$500,967$16,699iApproximate average salary by contribution assumption: employee only about $417,473 at 4% or $278,315 at 6%; with 50% employer match about $278,315 at 4% or $185,543 at 6%; with 100% employer match about $208,736 at 4% or $139,158 at 6%.
Grove Street Advisors 401(K) and Profit Sharing Plan-30$2,453,180$500,967$16,699iApproximate average salary by contribution assumption: employee only about $417,473 at 4% or $278,315 at 6%; with 50% employer match about $278,315 at 4% or $185,543 at 6%; with 100% employer match about $208,736 at 4% or $139,158 at 6%.
2004127$2,034,949$492,944$18,257iApproximate average salary by contribution assumption: employee only about $456,430 at 4% or $304,286 at 6%; with 50% employer match about $304,286 at 4% or $202,858 at 6%; with 100% employer match about $228,215 at 4% or $152,143 at 6%.
Grove Street Advisors 401(K) and Profit Sharing Plan-27$2,034,949$492,944$18,257iApproximate average salary by contribution assumption: employee only about $456,430 at 4% or $304,286 at 6%; with 50% employer match about $304,286 at 4% or $202,858 at 6%; with 100% employer match about $228,215 at 4% or $152,143 at 6%.
2003122$1,471,799$373,106$16,959iApproximate average salary by contribution assumption: employee only about $423,984 at 4% or $282,656 at 6%; with 50% employer match about $282,656 at 4% or $188,437 at 6%; with 100% employer match about $211,992 at 4% or $141,328 at 6%.
Grove Street Advisors 401(K) and Profit Sharing Plan-22$1,471,799$373,106$16,959iApproximate average salary by contribution assumption: employee only about $423,984 at 4% or $282,656 at 6%; with 50% employer match about $282,656 at 4% or $188,437 at 6%; with 100% employer match about $211,992 at 4% or $141,328 at 6%.
2002223$0$0-
Grove Street Advisors 401(K) and Profit Sharing Plan-23---
GROVE STREET ADVISORS MONEY PURCHASE PENSION PLAN-0---
2001220$0$0-
GROVE STREET ADVISORS MONEY PURCHASE PP-20---
Grove Street Advisors 401(K) and Profit Sharing Plan-20---
2000215$376,117$373,684$24,912iApproximate average salary by contribution assumption: employee only about $622,807 at 4% or $415,204 at 6%; with 50% employer match about $415,204 at 4% or $276,803 at 6%; with 100% employer match about $311,403 at 4% or $207,602 at 6%.
Grove Street Advisors 401(K) and Profit Sharing Plan-15$337,146$334,713$22,314iApproximate average salary by contribution assumption: employee only about $557,855 at 4% or $371,903 at 6%; with 50% employer match about $371,903 at 4% or $247,936 at 6%; with 100% employer match about $278,928 at 4% or $185,952 at 6%.
GROVE STREET ADVISORS MONEY PURCHASE PENSION PLAN-13$38,971$38,971$2,998iApproximate average salary by contribution assumption: employee only about $74,944 at 4% or $49,963 at 6%; with 50% employer match about $49,963 at 4% or $33,309 at 6%; with 100% employer match about $37,472 at 4% or $24,981 at 6%.