Civic Intelligence

Samuels & Associates Management LLC

Plan context: Samuels & Associates Management LLC 401K Plan

EIN 04-3448016 • Boston, MA • 32 filings • 5 plans

333 Newbury StreetBoston, MA 02115
Current Snapshot

Latest Year

2024

2024 Participants

138

2024 Assets

$14,933,712

2024 Contributions

$1,297,251

Historical Graphs

Total Assets Over Time

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

$14,933,712$7,466,856$0199920122024YearValue
$14,933,712Latest year 2024

Participants Over Time

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

147740199920122024YearValue
138Latest 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
20241138$14,933,712$1,297,251$9,400iApproximate average salary by contribution assumption: employee only about $235,009 at 4% or $156,673 at 6%; with 50% employer match about $156,673 at 4% or $104,449 at 6%; with 100% employer match about $117,505 at 4% or $78,336 at 6%.
Samuels & Associates Management LLC 401K Plan-138$14,933,712$1,297,251$9,400iApproximate average salary by contribution assumption: employee only about $235,009 at 4% or $156,673 at 6%; with 50% employer match about $156,673 at 4% or $104,449 at 6%; with 100% employer match about $117,505 at 4% or $78,336 at 6%.
20232142$11,752,099$1,250,896$8,809iApproximate average salary by contribution assumption: employee only about $220,228 at 4% or $146,819 at 6%; with 50% employer match about $146,819 at 4% or $97,879 at 6%; with 100% employer match about $110,114 at 4% or $73,409 at 6%.
Samuels & Associates Management LLC 401K Plan-142$11,752,099$1,250,896$8,809iApproximate average salary by contribution assumption: employee only about $220,228 at 4% or $146,819 at 6%; with 50% employer match about $146,819 at 4% or $97,879 at 6%; with 100% employer match about $110,114 at 4% or $73,409 at 6%.
SAMUELS & ASSOCIATES MANAGEMENT, LLC GROUP BENEFIT-140---
20222142$8,948,936$1,556,552$10,962iApproximate average salary by contribution assumption: employee only about $274,041 at 4% or $182,694 at 6%; with 50% employer match about $182,694 at 4% or $121,796 at 6%; with 100% employer match about $137,020 at 4% or $91,347 at 6%.
Samuels & Associates Management LLC 401K Plan-137$8,948,936$1,556,552$11,362iApproximate average salary by contribution assumption: employee only about $284,042 at 4% or $189,362 at 6%; with 50% employer match about $189,362 at 4% or $126,241 at 6%; with 100% employer match about $142,021 at 4% or $94,681 at 6%.
SAMUELS & ASSOCIATES MANAGEMENT, LLC GROUP BENEFIT-142---
20212147$10,791,633$1,421,091$9,667iApproximate average salary by contribution assumption: employee only about $241,682 at 4% or $161,121 at 6%; with 50% employer match about $161,121 at 4% or $107,414 at 6%; with 100% employer match about $120,841 at 4% or $80,561 at 6%.
Samuels & Associates Management LLC 401K Plan-147$10,791,633$1,421,091$9,667iApproximate average salary by contribution assumption: employee only about $241,682 at 4% or $161,121 at 6%; with 50% employer match about $161,121 at 4% or $107,414 at 6%; with 100% employer match about $120,841 at 4% or $80,561 at 6%.
SAMUELS & ASSOCIATES MANAGEMENT, LLC GROUP BENEFIT-137---
20203144$8,584,521$834,422$5,795iApproximate average salary by contribution assumption: employee only about $144,865 at 4% or $96,577 at 6%; with 50% employer match about $96,577 at 4% or $64,384 at 6%; with 100% employer match about $72,432 at 4% or $48,288 at 6%.
Samuels & Associates Management LLC 401K Plan-133$8,584,521$834,422$6,274iApproximate average salary by contribution assumption: employee only about $156,846 at 4% or $104,564 at 6%; with 50% employer match about $104,564 at 4% or $69,709 at 6%; with 100% employer match about $78,423 at 4% or $52,282 at 6%.
SAMUELS & ASSOCIATES MANAGEMENT, LLC GROUP BENEFIT-123---
SAMUELS & ASSOCIATES MANAGEMENT, LLC GROUP BENEFITS PLAN-144---
20192131$6,394,986$987,689$7,540iApproximate average salary by contribution assumption: employee only about $188,490 at 4% or $125,660 at 6%; with 50% employer match about $125,660 at 4% or $83,773 at 6%; with 100% employer match about $94,245 at 4% or $62,830 at 6%.
Samuels & Associates Management LLC 401K Plan-131$6,394,986$987,689$7,540iApproximate average salary by contribution assumption: employee only about $188,490 at 4% or $125,660 at 6%; with 50% employer match about $125,660 at 4% or $83,773 at 6%; with 100% employer match about $94,245 at 4% or $62,830 at 6%.
SAMUELS & ASSOCIATES MANAGEMENT, LLC GROUP BENEFITS PLAN-126---
20181128$5,088,291$743,401$5,808iApproximate average salary by contribution assumption: employee only about $145,196 at 4% or $96,797 at 6%; with 50% employer match about $96,797 at 4% or $64,531 at 6%; with 100% employer match about $72,598 at 4% or $48,399 at 6%.
Samuels & Associates Management LLC 401K Plan-128$5,088,291$743,401$5,808iApproximate average salary by contribution assumption: employee only about $145,196 at 4% or $96,797 at 6%; with 50% employer match about $96,797 at 4% or $64,531 at 6%; with 100% employer match about $72,598 at 4% or $48,399 at 6%.
20171118$4,878,364$486,483$4,123iApproximate average salary by contribution assumption: employee only about $103,068 at 4% or $68,712 at 6%; with 50% employer match about $68,712 at 4% or $45,808 at 6%; with 100% employer match about $51,534 at 4% or $34,356 at 6%.
Samuels & Associates Management LLC 401K Plan-118$4,878,364$486,483$4,123iApproximate average salary by contribution assumption: employee only about $103,068 at 4% or $68,712 at 6%; with 50% employer match about $68,712 at 4% or $45,808 at 6%; with 100% employer match about $51,534 at 4% or $34,356 at 6%.
20161102$3,853,070$464,817$4,557iApproximate average salary by contribution assumption: employee only about $113,926 at 4% or $75,950 at 6%; with 50% employer match about $75,950 at 4% or $50,634 at 6%; with 100% employer match about $56,963 at 4% or $37,975 at 6%.
Samuels & Associates Management LLC 401K Plan-102$3,853,070$464,817$4,557iApproximate average salary by contribution assumption: employee only about $113,926 at 4% or $75,950 at 6%; with 50% employer match about $75,950 at 4% or $50,634 at 6%; with 100% employer match about $56,963 at 4% or $37,975 at 6%.
2015195$3,258,843$473,157$4,981iApproximate average salary by contribution assumption: employee only about $124,515 at 4% or $83,010 at 6%; with 50% employer match about $83,010 at 4% or $55,340 at 6%; with 100% employer match about $62,258 at 4% or $41,505 at 6%.
Samuels & Associates Management LLC 401K Plan-95$3,258,843$473,157$4,981iApproximate average salary by contribution assumption: employee only about $124,515 at 4% or $83,010 at 6%; with 50% employer match about $83,010 at 4% or $55,340 at 6%; with 100% employer match about $62,258 at 4% or $41,505 at 6%.
2014168$2,846,558$469,561$6,905iApproximate average salary by contribution assumption: employee only about $172,633 at 4% or $115,088 at 6%; with 50% employer match about $115,088 at 4% or $76,726 at 6%; with 100% employer match about $86,316 at 4% or $57,544 at 6%.
Samuels & Associates Management LLC 401K Plan-68$2,846,558$469,561$6,905iApproximate average salary by contribution assumption: employee only about $172,633 at 4% or $115,088 at 6%; with 50% employer match about $115,088 at 4% or $76,726 at 6%; with 100% employer match about $86,316 at 4% or $57,544 at 6%.
2013156$2,279,370$234,730$4,192iApproximate average salary by contribution assumption: employee only about $104,790 at 4% or $69,860 at 6%; with 50% employer match about $69,860 at 4% or $46,573 at 6%; with 100% employer match about $52,395 at 4% or $34,930 at 6%.
Samuels & Associates Management LLC 401K Plan-56$2,279,370$234,730$4,192iApproximate average salary by contribution assumption: employee only about $104,790 at 4% or $69,860 at 6%; with 50% employer match about $69,860 at 4% or $46,573 at 6%; with 100% employer match about $52,395 at 4% or $34,930 at 6%.
2012154$1,712,028$145,338$2,691iApproximate average salary by contribution assumption: employee only about $67,286 at 4% or $44,857 at 6%; with 50% employer match about $44,857 at 4% or $29,905 at 6%; with 100% employer match about $33,643 at 4% or $22,429 at 6%.
Samuels & Associates Management LLC 401K Plan-54$1,712,028$145,338$2,691iApproximate average salary by contribution assumption: employee only about $67,286 at 4% or $44,857 at 6%; with 50% employer match about $44,857 at 4% or $29,905 at 6%; with 100% employer match about $33,643 at 4% or $22,429 at 6%.
2011152$1,539,577$131,516$2,529iApproximate average salary by contribution assumption: employee only about $63,229 at 4% or $42,153 at 6%; with 50% employer match about $42,153 at 4% or $28,102 at 6%; with 100% employer match about $31,614 at 4% or $21,076 at 6%.
Samuels & Associates Management LLC 401K Plan-52$1,539,577$131,516$2,529iApproximate average salary by contribution assumption: employee only about $63,229 at 4% or $42,153 at 6%; with 50% employer match about $42,153 at 4% or $28,102 at 6%; with 100% employer match about $31,614 at 4% or $21,076 at 6%.
2010147$1,568,321$100,160$2,131iApproximate average salary by contribution assumption: employee only about $53,277 at 4% or $35,518 at 6%; with 50% employer match about $35,518 at 4% or $23,678 at 6%; with 100% employer match about $26,638 at 4% or $17,759 at 6%.
Samuels & Associates Management LLC 401K Plan-47$1,568,321$100,160$2,131iApproximate average salary by contribution assumption: employee only about $53,277 at 4% or $35,518 at 6%; with 50% employer match about $35,518 at 4% or $23,678 at 6%; with 100% employer match about $26,638 at 4% or $17,759 at 6%.
2009141$1,696,302$142,504$3,476iApproximate average salary by contribution assumption: employee only about $86,893 at 4% or $57,928 at 6%; with 50% employer match about $57,928 at 4% or $38,619 at 6%; with 100% employer match about $43,446 at 4% or $28,964 at 6%.
Samuels & Associates Management LLC 401K Plan-41$1,696,302$142,504$3,476iApproximate average salary by contribution assumption: employee only about $86,893 at 4% or $57,928 at 6%; with 50% employer match about $57,928 at 4% or $38,619 at 6%; with 100% employer match about $43,446 at 4% or $28,964 at 6%.
2008149$1,212,711$277,872$5,671iApproximate average salary by contribution assumption: employee only about $141,771 at 4% or $94,514 at 6%; with 50% employer match about $94,514 at 4% or $63,010 at 6%; with 100% employer match about $70,886 at 4% or $47,257 at 6%.
Samuels & Associates Management LLC 401K Plan-49$1,212,711$277,872$5,671iApproximate average salary by contribution assumption: employee only about $141,771 at 4% or $94,514 at 6%; with 50% employer match about $94,514 at 4% or $63,010 at 6%; with 100% employer match about $70,886 at 4% or $47,257 at 6%.
2007153$1,715,610$317,227$5,985iApproximate average salary by contribution assumption: employee only about $149,635 at 4% or $99,757 at 6%; with 50% employer match about $99,757 at 4% or $66,505 at 6%; with 100% employer match about $74,818 at 4% or $49,878 at 6%.
Samuels & Associates Management LLC 401K Plan-53$1,715,610$317,227$5,985iApproximate average salary by contribution assumption: employee only about $149,635 at 4% or $99,757 at 6%; with 50% employer match about $99,757 at 4% or $66,505 at 6%; with 100% employer match about $74,818 at 4% or $49,878 at 6%.
2006142$1,303,039$215,020$5,120iApproximate average salary by contribution assumption: employee only about $127,988 at 4% or $85,325 at 6%; with 50% employer match about $85,325 at 4% or $56,884 at 6%; with 100% employer match about $63,994 at 4% or $42,663 at 6%.
Samuels & Associates Management LLC 401K Plan-42$1,303,039$215,020$5,120iApproximate average salary by contribution assumption: employee only about $127,988 at 4% or $85,325 at 6%; with 50% employer match about $85,325 at 4% or $56,884 at 6%; with 100% employer match about $63,994 at 4% or $42,663 at 6%.
2005130$992,380$196,794$6,560iApproximate average salary by contribution assumption: employee only about $163,995 at 4% or $109,330 at 6%; with 50% employer match about $109,330 at 4% or $72,887 at 6%; with 100% employer match about $81,998 at 4% or $54,665 at 6%.
Samuels & Associates Management LLC 401K Plan-30$992,380$196,794$6,560iApproximate average salary by contribution assumption: employee only about $163,995 at 4% or $109,330 at 6%; with 50% employer match about $109,330 at 4% or $72,887 at 6%; with 100% employer match about $81,998 at 4% or $54,665 at 6%.
2004129$729,077$144,815$4,994iApproximate average salary by contribution assumption: employee only about $124,841 at 4% or $83,227 at 6%; with 50% employer match about $83,227 at 4% or $55,485 at 6%; with 100% employer match about $62,420 at 4% or $41,614 at 6%.
Samuels & Associates Management LLC 401K Plan-29$729,077$144,815$4,994iApproximate average salary by contribution assumption: employee only about $124,841 at 4% or $83,227 at 6%; with 50% employer match about $83,227 at 4% or $55,485 at 6%; with 100% employer match about $62,420 at 4% or $41,614 at 6%.
2003127$606,489$189,139$7,005iApproximate average salary by contribution assumption: employee only about $175,129 at 4% or $116,752 at 6%; with 50% employer match about $116,752 at 4% or $77,835 at 6%; with 100% employer match about $87,564 at 4% or $58,376 at 6%.
Samuels & Associates Management LLC 401K Plan-27$606,489$189,139$7,005iApproximate average salary by contribution assumption: employee only about $175,129 at 4% or $116,752 at 6%; with 50% employer match about $116,752 at 4% or $77,835 at 6%; with 100% employer match about $87,564 at 4% or $58,376 at 6%.
2002130$382,942$123,511$4,117iApproximate average salary by contribution assumption: employee only about $102,926 at 4% or $68,617 at 6%; with 50% employer match about $68,617 at 4% or $45,745 at 6%; with 100% employer match about $51,463 at 4% or $34,309 at 6%.
Samuels & Associates Management LLC 401K Plan-30$382,942$123,511$4,117iApproximate average salary by contribution assumption: employee only about $102,926 at 4% or $68,617 at 6%; with 50% employer match about $68,617 at 4% or $45,745 at 6%; with 100% employer match about $51,463 at 4% or $34,309 at 6%.
2001126$0$0-
Samuels & Associates Management LLC 401K Plan-26---
2000120$323,906$93,770$4,689iApproximate average salary by contribution assumption: employee only about $117,213 at 4% or $78,142 at 6%; with 50% employer match about $78,142 at 4% or $52,094 at 6%; with 100% employer match about $58,606 at 4% or $39,071 at 6%.
Samuels & Associates Management LLC 401K Plan-20$323,906$93,770$4,689iApproximate average salary by contribution assumption: employee only about $117,213 at 4% or $78,142 at 6%; with 50% employer match about $78,142 at 4% or $52,094 at 6%; with 100% employer match about $58,606 at 4% or $39,071 at 6%.
1999115$286,461$45,293$3,020iApproximate average salary by contribution assumption: employee only about $75,488 at 4% or $50,326 at 6%; with 50% employer match about $50,326 at 4% or $33,550 at 6%; with 100% employer match about $37,744 at 4% or $25,163 at 6%.
Samuels & Associates Management LLC 401K Plan-15$286,461$45,293$3,020iApproximate average salary by contribution assumption: employee only about $75,488 at 4% or $50,326 at 6%; with 50% employer match about $50,326 at 4% or $33,550 at 6%; with 100% employer match about $37,744 at 4% or $25,163 at 6%.