NORTH STAR ASSET MANAGEMENT
Plan context: North Star Asset Management Money Purchase Pension Plan
EIN 04-3410187 • Boston, MA • 4 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
18
2024 Assets
$3,347,489
2024 Contributions
$307,381
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 18 | $3,347,489 | $307,381 | $17,077iApproximate average salary by contribution assumption: employee only about $426,918 at 4% or $284,612 at 6%; with 50% employer match about $284,612 at 4% or $189,741 at 6%; with 100% employer match about $213,459 at 4% or $142,306 at 6%. |
| North Star Asset Management Money Purchase Pension Plan | - | 18 | $3,347,489 | $307,381 | $17,077iApproximate average salary by contribution assumption: employee only about $426,918 at 4% or $284,612 at 6%; with 50% employer match about $284,612 at 4% or $189,741 at 6%; with 100% employer match about $213,459 at 4% or $142,306 at 6%. |
| 2023 | 1 | 15 | $2,911,350 | $295,782 | $19,719iApproximate average salary by contribution assumption: employee only about $492,970 at 4% or $328,647 at 6%; with 50% employer match about $328,647 at 4% or $219,098 at 6%; with 100% employer match about $246,485 at 4% or $164,323 at 6%. |
| North Star Asset Management Money Purchase Pension Plan | - | 15 | $2,911,350 | $295,782 | $19,719iApproximate average salary by contribution assumption: employee only about $492,970 at 4% or $328,647 at 6%; with 50% employer match about $328,647 at 4% or $219,098 at 6%; with 100% employer match about $246,485 at 4% or $164,323 at 6%. |
| 2022 | 1 | 15 | $2,230,678 | $375,380 | $25,025iApproximate average salary by contribution assumption: employee only about $625,633 at 4% or $417,089 at 6%; with 50% employer match about $417,089 at 4% or $278,059 at 6%; with 100% employer match about $312,817 at 4% or $208,544 at 6%. |
| North Star Asset Management Money Purchase Pension Plan | - | 15 | $2,230,678 | $375,380 | $25,025iApproximate average salary by contribution assumption: employee only about $625,633 at 4% or $417,089 at 6%; with 50% employer match about $417,089 at 4% or $278,059 at 6%; with 100% employer match about $312,817 at 4% or $208,544 at 6%. |
| 2021 | 1 | 12 | $2,707,541 | $311,396 | $25,950iApproximate average salary by contribution assumption: employee only about $648,742 at 4% or $432,494 at 6%; with 50% employer match about $432,494 at 4% or $288,330 at 6%; with 100% employer match about $324,371 at 4% or $216,247 at 6%. |
| North Star Asset Management Money Purchase Pension Plan | - | 12 | $2,707,541 | $311,396 | $25,950iApproximate average salary by contribution assumption: employee only about $648,742 at 4% or $432,494 at 6%; with 50% employer match about $432,494 at 4% or $288,330 at 6%; with 100% employer match about $324,371 at 4% or $216,247 at 6%. |