Civic Intelligence

Longfellow Financial, L.L.C.

Plan context: Longfellow Financial LLC 401K Profit Sharing Plan

EIN 04-3441124 • Boston, MA • 15 filings • 5 plans

116 Huntington Avenue, 10th FloorBoston, MA 02116
Current Snapshot

Latest Year

2013

2013 Participants

37

2013 Assets

$7,052,068

2013 Contributions

$565,124

Historical Graphs

Total Assets Over Time

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

$7,052,068$3,526,034$0199920062012YearValue
$7,052,068Latest year 2012

Participants Over Time

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

37190199920062012YearValue
37Latest year 2012

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
201310$0$0-
Longfellow Financial LLC 401K Profit Sharing Plan-0$0--
2012137$7,052,068$565,124$15,274iApproximate average salary by contribution assumption: employee only about $381,841 at 4% or $254,560 at 6%; with 50% employer match about $254,560 at 4% or $169,707 at 6%; with 100% employer match about $190,920 at 4% or $127,280 at 6%.
Longfellow Financial LLC 401K Profit Sharing Plan-37$7,052,068$565,124$15,274iApproximate average salary by contribution assumption: employee only about $381,841 at 4% or $254,560 at 6%; with 50% employer match about $254,560 at 4% or $169,707 at 6%; with 100% employer match about $190,920 at 4% or $127,280 at 6%.
2011131$5,708,473$432,705$13,958iApproximate average salary by contribution assumption: employee only about $348,956 at 4% or $232,637 at 6%; with 50% employer match about $232,637 at 4% or $155,091 at 6%; with 100% employer match about $174,478 at 4% or $116,319 at 6%.
Longfellow Financial LLC 401K Profit Sharing Plan-31$5,708,473$432,705$13,958iApproximate average salary by contribution assumption: employee only about $348,956 at 4% or $232,637 at 6%; with 50% employer match about $232,637 at 4% or $155,091 at 6%; with 100% employer match about $174,478 at 4% or $116,319 at 6%.
2010131$5,464,988$530,153$17,102iApproximate average salary by contribution assumption: employee only about $427,543 at 4% or $285,028 at 6%; with 50% employer match about $285,028 at 4% or $190,019 at 6%; with 100% employer match about $213,771 at 4% or $142,514 at 6%.
Longfellow Financial LLC 401K Profit Sharing Plan-31$5,464,988$530,153$17,102iApproximate average salary by contribution assumption: employee only about $427,543 at 4% or $285,028 at 6%; with 50% employer match about $285,028 at 4% or $190,019 at 6%; with 100% employer match about $213,771 at 4% or $142,514 at 6%.
2009127$4,422,668$669,045$24,779iApproximate average salary by contribution assumption: employee only about $619,486 at 4% or $412,991 at 6%; with 50% employer match about $412,991 at 4% or $275,327 at 6%; with 100% employer match about $309,743 at 4% or $206,495 at 6%.
Longfellow Financial LLC 401K Profit Sharing Plan-27$4,422,668$669,045$24,779iApproximate average salary by contribution assumption: employee only about $619,486 at 4% or $412,991 at 6%; with 50% employer match about $412,991 at 4% or $275,327 at 6%; with 100% employer match about $309,743 at 4% or $206,495 at 6%.
2008127$3,159,858$719,521$26,649iApproximate average salary by contribution assumption: employee only about $666,223 at 4% or $444,149 at 6%; with 50% employer match about $444,149 at 4% or $296,099 at 6%; with 100% employer match about $333,112 at 4% or $222,074 at 6%.
Longfellow Financial LLC 401K Profit Sharing Plan-27$3,159,858$719,521$26,649iApproximate average salary by contribution assumption: employee only about $666,223 at 4% or $444,149 at 6%; with 50% employer match about $444,149 at 4% or $296,099 at 6%; with 100% employer match about $333,112 at 4% or $222,074 at 6%.
2007124$0$0-
Longfellow Financial LLC 401K Profit Sharing Plan-24---
2006124$3,125,907$504,293$21,012iApproximate average salary by contribution assumption: employee only about $525,305 at 4% or $350,203 at 6%; with 50% employer match about $350,203 at 4% or $233,469 at 6%; with 100% employer match about $262,653 at 4% or $175,102 at 6%.
Longfellow Financial LLC 401K Profit Sharing Plan-24$3,125,907$504,293$21,012iApproximate average salary by contribution assumption: employee only about $525,305 at 4% or $350,203 at 6%; with 50% employer match about $350,203 at 4% or $233,469 at 6%; with 100% employer match about $262,653 at 4% or $175,102 at 6%.
2005121$2,277,202$441,108$21,005iApproximate average salary by contribution assumption: employee only about $525,129 at 4% or $350,086 at 6%; with 50% employer match about $350,086 at 4% or $233,390 at 6%; with 100% employer match about $262,564 at 4% or $175,043 at 6%.
Longfellow Financial LLC 401K Profit Sharing Plan-21$2,277,202$441,108$21,005iApproximate average salary by contribution assumption: employee only about $525,129 at 4% or $350,086 at 6%; with 50% employer match about $350,086 at 4% or $233,390 at 6%; with 100% employer match about $262,564 at 4% or $175,043 at 6%.
2004119$1,653,365$411,606$21,663iApproximate average salary by contribution assumption: employee only about $541,587 at 4% or $361,058 at 6%; with 50% employer match about $361,058 at 4% or $240,705 at 6%; with 100% employer match about $270,793 at 4% or $180,529 at 6%.
Longfellow Financial LLC 401K Profit Sharing Plan-19$1,653,365$411,606$21,663iApproximate average salary by contribution assumption: employee only about $541,587 at 4% or $361,058 at 6%; with 50% employer match about $361,058 at 4% or $240,705 at 6%; with 100% employer match about $270,793 at 4% or $180,529 at 6%.
2003116$1,109,602$412,120$25,758iApproximate average salary by contribution assumption: employee only about $643,938 at 4% or $429,292 at 6%; with 50% employer match about $429,292 at 4% or $286,194 at 6%; with 100% employer match about $321,969 at 4% or $214,646 at 6%.
Longfellow Financial LLC 401K Profit Sharing Plan-16$1,109,602$412,120$25,758iApproximate average salary by contribution assumption: employee only about $643,938 at 4% or $429,292 at 6%; with 50% employer match about $429,292 at 4% or $286,194 at 6%; with 100% employer match about $321,969 at 4% or $214,646 at 6%.
2002118$532,740$234,518$13,029iApproximate average salary by contribution assumption: employee only about $325,719 at 4% or $217,146 at 6%; with 50% employer match about $217,146 at 4% or $144,764 at 6%; with 100% employer match about $162,860 at 4% or $108,573 at 6%.
Longfellow Financial LLC 401K Profit Sharing Plan-18$532,740$234,518$13,029iApproximate average salary by contribution assumption: employee only about $325,719 at 4% or $217,146 at 6%; with 50% employer match about $217,146 at 4% or $144,764 at 6%; with 100% employer match about $162,860 at 4% or $108,573 at 6%.
200110$0$0-
CODE SECTION 125 CAFETERIA PLAN-0---
2000117$318,174$165,579$9,740iApproximate average salary by contribution assumption: employee only about $243,499 at 4% or $162,332 at 6%; with 50% employer match about $162,332 at 4% or $108,222 at 6%; with 100% employer match about $121,749 at 4% or $81,166 at 6%.
Longfellow Financial LLC 401K Profit Sharing Plan-17$318,174$165,579$9,740iApproximate average salary by contribution assumption: employee only about $243,499 at 4% or $162,332 at 6%; with 50% employer match about $162,332 at 4% or $108,222 at 6%; with 100% employer match about $121,749 at 4% or $81,166 at 6%.
1999110$201,227$166,384$16,638iApproximate average salary by contribution assumption: employee only about $415,960 at 4% or $277,307 at 6%; with 50% employer match about $277,307 at 4% or $184,871 at 6%; with 100% employer match about $207,980 at 4% or $138,653 at 6%.
Longfellow Financial LLC 401K Profit Sharing Plan-10$201,227$166,384$16,638iApproximate average salary by contribution assumption: employee only about $415,960 at 4% or $277,307 at 6%; with 50% employer match about $277,307 at 4% or $184,871 at 6%; with 100% employer match about $207,980 at 4% or $138,653 at 6%.