Pensionsmart Inc.
Plan context: Pensionsmart Inc. 401K Plan
EIN 04-3467680 • Boston, MA • 14 filings • 2 plans
Current Snapshot
Latest Year
2016
2016 Participants
1
2016 Assets
$921,919
2016 Contributions
$33,000
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 1 | $921,919 | $33,000 | $33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%. |
| Pensionsmart Inc. 401K Plan | - | 1 | $921,919 | $33,000 | $33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%. |
| 2015 | 1 | 1 | $829,137 | $29,703 | $29,703iApproximate average salary by contribution assumption: employee only about $742,575 at 4% or $495,050 at 6%; with 50% employer match about $495,050 at 4% or $330,033 at 6%; with 100% employer match about $371,288 at 4% or $247,525 at 6%. |
| Pensionsmart Inc. 401K Plan | - | 1 | $829,137 | $29,703 | $29,703iApproximate average salary by contribution assumption: employee only about $742,575 at 4% or $495,050 at 6%; with 50% employer match about $495,050 at 4% or $330,033 at 6%; with 100% employer match about $371,288 at 4% or $247,525 at 6%. |
| 2014 | 1 | 2 | $1,684,632 | $48,360 | $24,180iApproximate average salary by contribution assumption: employee only about $604,500 at 4% or $403,000 at 6%; with 50% employer match about $403,000 at 4% or $268,667 at 6%; with 100% employer match about $302,250 at 4% or $201,500 at 6%. |
| Pensionsmart Inc. 401K Plan | - | 2 | $1,684,632 | $48,360 | $24,180iApproximate average salary by contribution assumption: employee only about $604,500 at 4% or $403,000 at 6%; with 50% employer match about $403,000 at 4% or $268,667 at 6%; with 100% employer match about $302,250 at 4% or $201,500 at 6%. |
| 2013 | 1 | 3 | $2,130,123 | $21,271 | $7,090iApproximate average salary by contribution assumption: employee only about $177,258 at 4% or $118,172 at 6%; with 50% employer match about $118,172 at 4% or $78,781 at 6%; with 100% employer match about $88,629 at 4% or $59,086 at 6%. |
| Pensionsmart Inc. 401K Plan | - | 3 | $2,130,123 | $21,271 | $7,090iApproximate average salary by contribution assumption: employee only about $177,258 at 4% or $118,172 at 6%; with 50% employer match about $118,172 at 4% or $78,781 at 6%; with 100% employer match about $88,629 at 4% or $59,086 at 6%. |
| 2012 | 1 | 3 | $1,752,129 | $22,572 | $7,524iApproximate average salary by contribution assumption: employee only about $188,100 at 4% or $125,400 at 6%; with 50% employer match about $125,400 at 4% or $83,600 at 6%; with 100% employer match about $94,050 at 4% or $62,700 at 6%. |
| Pensionsmart Inc. 401K Plan | - | 3 | $1,752,129 | $22,572 | $7,524iApproximate average salary by contribution assumption: employee only about $188,100 at 4% or $125,400 at 6%; with 50% employer match about $125,400 at 4% or $83,600 at 6%; with 100% employer match about $94,050 at 4% or $62,700 at 6%. |
| 2011 | 1 | 3 | $1,496,762 | $43,715 | $14,572iApproximate average salary by contribution assumption: employee only about $364,292 at 4% or $242,861 at 6%; with 50% employer match about $242,861 at 4% or $161,907 at 6%; with 100% employer match about $182,146 at 4% or $121,431 at 6%. |
| Pensionsmart Inc. 401K Plan | - | 3 | $1,496,762 | $43,715 | $14,572iApproximate average salary by contribution assumption: employee only about $364,292 at 4% or $242,861 at 6%; with 50% employer match about $242,861 at 4% or $161,907 at 6%; with 100% employer match about $182,146 at 4% or $121,431 at 6%. |
| 2010 | 1 | 4 | $1,872,190 | $47,341 | $11,835iApproximate average salary by contribution assumption: employee only about $295,881 at 4% or $197,254 at 6%; with 50% employer match about $197,254 at 4% or $131,503 at 6%; with 100% employer match about $147,941 at 4% or $98,627 at 6%. |
| Pensionsmart Inc. 401K Plan | - | 4 | $1,872,190 | $47,341 | $11,835iApproximate average salary by contribution assumption: employee only about $295,881 at 4% or $197,254 at 6%; with 50% employer match about $197,254 at 4% or $131,503 at 6%; with 100% employer match about $147,941 at 4% or $98,627 at 6%. |
| 2009 | 1 | 5 | $2,004,601 | $90,002 | $18,000iApproximate average salary by contribution assumption: employee only about $450,010 at 4% or $300,007 at 6%; with 50% employer match about $300,007 at 4% or $200,004 at 6%; with 100% employer match about $225,005 at 4% or $150,003 at 6%. |
| Pensionsmart Inc. 401K Plan | - | 5 | $2,004,601 | $90,002 | $18,000iApproximate average salary by contribution assumption: employee only about $450,010 at 4% or $300,007 at 6%; with 50% employer match about $300,007 at 4% or $200,004 at 6%; with 100% employer match about $225,005 at 4% or $150,003 at 6%. |
| 2008 | 1 | 6 | $1,904,213 | $306,433 | $51,072iApproximate average salary by contribution assumption: employee only about $1,276,804 at 4% or $851,203 at 6%; with 50% employer match about $851,203 at 4% or $567,469 at 6%; with 100% employer match about $638,402 at 4% or $425,601 at 6%. |
| Pensionsmart Inc. 401K Plan | - | 6 | $1,904,213 | $306,433 | $51,072iApproximate average salary by contribution assumption: employee only about $1,276,804 at 4% or $851,203 at 6%; with 50% employer match about $851,203 at 4% or $567,469 at 6%; with 100% employer match about $638,402 at 4% or $425,601 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Pensionsmart Inc. 401K Plan | - | 5 | - | - | - |
| 2006 | 1 | 6 | $1,749,703 | $264,312 | $44,052iApproximate average salary by contribution assumption: employee only about $1,101,300 at 4% or $734,200 at 6%; with 50% employer match about $734,200 at 4% or $489,467 at 6%; with 100% employer match about $550,650 at 4% or $367,100 at 6%. |
| Pensionsmart Inc. 401K Plan | - | 6 | $1,749,703 | $264,312 | $44,052iApproximate average salary by contribution assumption: employee only about $1,101,300 at 4% or $734,200 at 6%; with 50% employer match about $734,200 at 4% or $489,467 at 6%; with 100% employer match about $550,650 at 4% or $367,100 at 6%. |
| 2004 | 1 | 6 | $886,116 | $301,081 | $50,180iApproximate average salary by contribution assumption: employee only about $1,254,504 at 4% or $836,336 at 6%; with 50% employer match about $836,336 at 4% or $557,557 at 6%; with 100% employer match about $627,252 at 4% or $418,168 at 6%. |
| Pensionsmart Inc. 401K Plan | - | 6 | $886,116 | $301,081 | $50,180iApproximate average salary by contribution assumption: employee only about $1,254,504 at 4% or $836,336 at 6%; with 50% employer match about $836,336 at 4% or $557,557 at 6%; with 100% employer match about $627,252 at 4% or $418,168 at 6%. |
| 2003 | 1 | 6 | $505,562 | $238,840 | $39,807iApproximate average salary by contribution assumption: employee only about $995,167 at 4% or $663,444 at 6%; with 50% employer match about $663,444 at 4% or $442,296 at 6%; with 100% employer match about $497,583 at 4% or $331,722 at 6%. |
| Pensionsmart Inc. 401K Plan | - | 6 | $505,562 | $238,840 | $39,807iApproximate average salary by contribution assumption: employee only about $995,167 at 4% or $663,444 at 6%; with 50% employer match about $663,444 at 4% or $442,296 at 6%; with 100% employer match about $497,583 at 4% or $331,722 at 6%. |
| 2002 | 1 | 5 | $0 | $0 | - |
| Pensionsmart Inc. 401K Plan | - | 5 | - | - | - |