Civic Intelligence

The Bollard Group LLC

Plan context: The Bollard Group LLC 401(K) Plan

EIN 04-3450484 • Boston, MA • 18 filings • 2 plans

1 Joy StreetBoston, MA 02108
Current Snapshot

Latest Year

2024

2024 Participants

37

2024 Assets

$8,236,768

2024 Contributions

$483,849

Historical Graphs

Total Assets Over Time

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

$8,236,768$4,118,384$0200820162024YearValue
$8,236,768Latest year 2024

Participants Over Time

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

40200200720162024YearValue
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$8,236,768$483,849$13,077iApproximate average salary by contribution assumption: employee only about $326,925 at 4% or $217,950 at 6%; with 50% employer match about $217,950 at 4% or $145,300 at 6%; with 100% employer match about $163,463 at 4% or $108,975 at 6%.
The Bollard Group LLC 401(K) Plan-37$8,236,768$483,849$13,077iApproximate average salary by contribution assumption: employee only about $326,925 at 4% or $217,950 at 6%; with 50% employer match about $217,950 at 4% or $145,300 at 6%; with 100% employer match about $163,463 at 4% or $108,975 at 6%.
2023129$7,659,163$381,745$13,164iApproximate average salary by contribution assumption: employee only about $329,091 at 4% or $219,394 at 6%; with 50% employer match about $219,394 at 4% or $146,262 at 6%; with 100% employer match about $164,545 at 4% or $109,697 at 6%.
The Bollard Group LLC 401(K) Plan-29$7,659,163$381,745$13,164iApproximate average salary by contribution assumption: employee only about $329,091 at 4% or $219,394 at 6%; with 50% employer match about $219,394 at 4% or $146,262 at 6%; with 100% employer match about $164,545 at 4% or $109,697 at 6%.
2022129$6,250,541$393,703$13,576iApproximate average salary by contribution assumption: employee only about $339,399 at 4% or $226,266 at 6%; with 50% employer match about $226,266 at 4% or $150,844 at 6%; with 100% employer match about $169,700 at 4% or $113,133 at 6%.
The Bollard Group LLC 401(K) Plan-29$6,250,541$393,703$13,576iApproximate average salary by contribution assumption: employee only about $339,399 at 4% or $226,266 at 6%; with 50% employer match about $226,266 at 4% or $150,844 at 6%; with 100% employer match about $169,700 at 4% or $113,133 at 6%.
2021136$7,343,449$577,508$16,042iApproximate average salary by contribution assumption: employee only about $401,047 at 4% or $267,365 at 6%; with 50% employer match about $267,365 at 4% or $178,243 at 6%; with 100% employer match about $200,524 at 4% or $133,682 at 6%.
The Bollard Group LLC 401(K) Plan-36$7,343,449$577,508$16,042iApproximate average salary by contribution assumption: employee only about $401,047 at 4% or $267,365 at 6%; with 50% employer match about $267,365 at 4% or $178,243 at 6%; with 100% employer match about $200,524 at 4% or $133,682 at 6%.
2020137$5,714,241$528,287$14,278iApproximate average salary by contribution assumption: employee only about $356,951 at 4% or $237,967 at 6%; with 50% employer match about $237,967 at 4% or $158,645 at 6%; with 100% employer match about $178,475 at 4% or $118,984 at 6%.
The Bollard Group LLC 401(K) Plan-37$5,714,241$528,287$14,278iApproximate average salary by contribution assumption: employee only about $356,951 at 4% or $237,967 at 6%; with 50% employer match about $237,967 at 4% or $158,645 at 6%; with 100% employer match about $178,475 at 4% or $118,984 at 6%.
2019140$4,581,917$579,556$14,489iApproximate average salary by contribution assumption: employee only about $362,223 at 4% or $241,482 at 6%; with 50% employer match about $241,482 at 4% or $160,988 at 6%; with 100% employer match about $181,111 at 4% or $120,741 at 6%.
The Bollard Group LLC 401(K) Plan-40$4,581,917$579,556$14,489iApproximate average salary by contribution assumption: employee only about $362,223 at 4% or $241,482 at 6%; with 50% employer match about $241,482 at 4% or $160,988 at 6%; with 100% employer match about $181,111 at 4% or $120,741 at 6%.
2018137$3,656,509$469,179$12,681iApproximate average salary by contribution assumption: employee only about $317,013 at 4% or $211,342 at 6%; with 50% employer match about $211,342 at 4% or $140,895 at 6%; with 100% employer match about $158,506 at 4% or $105,671 at 6%.
The Bollard Group LLC 401(K) Plan-37$3,656,509$469,179$12,681iApproximate average salary by contribution assumption: employee only about $317,013 at 4% or $211,342 at 6%; with 50% employer match about $211,342 at 4% or $140,895 at 6%; with 100% employer match about $158,506 at 4% or $105,671 at 6%.
2017133$3,834,177$321,497$9,742iApproximate average salary by contribution assumption: employee only about $243,558 at 4% or $162,372 at 6%; with 50% employer match about $162,372 at 4% or $108,248 at 6%; with 100% employer match about $121,779 at 4% or $81,186 at 6%.
The Bollard Group LLC 401(K) Plan-33$3,834,177$321,497$9,742iApproximate average salary by contribution assumption: employee only about $243,558 at 4% or $162,372 at 6%; with 50% employer match about $162,372 at 4% or $108,248 at 6%; with 100% employer match about $121,779 at 4% or $81,186 at 6%.
2016137$3,084,538$291,841$7,888iApproximate average salary by contribution assumption: employee only about $197,190 at 4% or $131,460 at 6%; with 50% employer match about $131,460 at 4% or $87,640 at 6%; with 100% employer match about $98,595 at 4% or $65,730 at 6%.
The Bollard Group LLC 401(K) Plan-37$3,084,538$291,841$7,888iApproximate average salary by contribution assumption: employee only about $197,190 at 4% or $131,460 at 6%; with 50% employer match about $131,460 at 4% or $87,640 at 6%; with 100% employer match about $98,595 at 4% or $65,730 at 6%.
2015133$2,780,486$247,663$7,505iApproximate average salary by contribution assumption: employee only about $187,623 at 4% or $125,082 at 6%; with 50% employer match about $125,082 at 4% or $83,388 at 6%; with 100% employer match about $93,812 at 4% or $62,541 at 6%.
The Bollard Group LLC 401(K) Plan-33$2,780,486$247,663$7,505iApproximate average salary by contribution assumption: employee only about $187,623 at 4% or $125,082 at 6%; with 50% employer match about $125,082 at 4% or $83,388 at 6%; with 100% employer match about $93,812 at 4% or $62,541 at 6%.
2014131$3,044,257$288,148$9,295iApproximate average salary by contribution assumption: employee only about $232,377 at 4% or $154,918 at 6%; with 50% employer match about $154,918 at 4% or $103,279 at 6%; with 100% employer match about $116,189 at 4% or $77,459 at 6%.
The Bollard Group LLC 401(K) Plan-31$3,044,257$288,148$9,295iApproximate average salary by contribution assumption: employee only about $232,377 at 4% or $154,918 at 6%; with 50% employer match about $154,918 at 4% or $103,279 at 6%; with 100% employer match about $116,189 at 4% or $77,459 at 6%.
2013126$3,001,928$269,200$10,354iApproximate average salary by contribution assumption: employee only about $258,846 at 4% or $172,564 at 6%; with 50% employer match about $172,564 at 4% or $115,043 at 6%; with 100% employer match about $129,423 at 4% or $86,282 at 6%.
The Bollard Group LLC 401(K) Plan-26$3,001,928$269,200$10,354iApproximate average salary by contribution assumption: employee only about $258,846 at 4% or $172,564 at 6%; with 50% employer match about $172,564 at 4% or $115,043 at 6%; with 100% employer match about $129,423 at 4% or $86,282 at 6%.
2012126$2,235,910$227,137$8,736iApproximate average salary by contribution assumption: employee only about $218,401 at 4% or $145,601 at 6%; with 50% employer match about $145,601 at 4% or $97,067 at 6%; with 100% employer match about $109,200 at 4% or $72,800 at 6%.
The Bollard Group LLC 401(K) Plan-26$2,235,910$227,137$8,736iApproximate average salary by contribution assumption: employee only about $218,401 at 4% or $145,601 at 6%; with 50% employer match about $145,601 at 4% or $97,067 at 6%; with 100% employer match about $109,200 at 4% or $72,800 at 6%.
2011126$1,791,154$238,843$9,186iApproximate average salary by contribution assumption: employee only about $229,657 at 4% or $153,104 at 6%; with 50% employer match about $153,104 at 4% or $102,070 at 6%; with 100% employer match about $114,828 at 4% or $76,552 at 6%.
The Bollard Group LLC 401(K) Plan-26$1,791,154$238,843$9,186iApproximate average salary by contribution assumption: employee only about $229,657 at 4% or $153,104 at 6%; with 50% employer match about $153,104 at 4% or $102,070 at 6%; with 100% employer match about $114,828 at 4% or $76,552 at 6%.
2010127$1,627,973$219,644$8,135iApproximate average salary by contribution assumption: employee only about $203,374 at 4% or $135,583 at 6%; with 50% employer match about $135,583 at 4% or $90,388 at 6%; with 100% employer match about $101,687 at 4% or $67,791 at 6%.
The Bollard Group LLC 401(K) Plan-27$1,627,973$219,644$8,135iApproximate average salary by contribution assumption: employee only about $203,374 at 4% or $135,583 at 6%; with 50% employer match about $135,583 at 4% or $90,388 at 6%; with 100% employer match about $101,687 at 4% or $67,791 at 6%.
2009129$1,311,153$234,682$8,092iApproximate average salary by contribution assumption: employee only about $202,312 at 4% or $134,875 at 6%; with 50% employer match about $134,875 at 4% or $89,916 at 6%; with 100% employer match about $101,156 at 4% or $67,437 at 6%.
The Bollard Group LLC 401(K) Plan-29$1,311,153$234,682$8,092iApproximate average salary by contribution assumption: employee only about $202,312 at 4% or $134,875 at 6%; with 50% employer match about $134,875 at 4% or $89,916 at 6%; with 100% employer match about $101,156 at 4% or $67,437 at 6%.
2008122$840,967$181,390$8,245iApproximate average salary by contribution assumption: employee only about $206,125 at 4% or $137,417 at 6%; with 50% employer match about $137,417 at 4% or $91,611 at 6%; with 100% employer match about $103,063 at 4% or $68,708 at 6%.
The Bollard Group LLC 401(K) Plan-22$840,967$181,390$8,245iApproximate average salary by contribution assumption: employee only about $206,125 at 4% or $137,417 at 6%; with 50% employer match about $137,417 at 4% or $91,611 at 6%; with 100% employer match about $103,063 at 4% or $68,708 at 6%.
2007119$0$0-
The Bollard Group LLC 401(K) Plan-19---