Civic Intelligence

Eee Investments

Plan context: EEE INVESTMENTS CASH BALANCE PLAN

EIN 04-3494361 • Lynnfield, MA • 27 filings • 3 plans

50 Salem Street, Building ALynnfield, MA 01940
Current Snapshot

Latest Year

2023

2023 Participants

3

2023 Assets

$5,520,439

2023 Contributions

$112,672

Historical Graphs

Total Assets Over Time

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

$6,778,304$3,389,152$0200520142022YearValue
$5,520,439Latest year 2022

Participants Over Time

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

530200520142022YearValue
3Latest year 2022

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
202310$0$0-
EEE INVESTMENTS CASH BALANCE PLAN-0$0$0-
202223$5,520,439$112,672$37,557iApproximate average salary by contribution assumption: employee only about $938,933 at 4% or $625,956 at 6%; with 50% employer match about $625,956 at 4% or $417,304 at 6%; with 100% employer match about $469,467 at 4% or $312,978 at 6%.
EEE INVESTMENTS CASH BALANCE PLAN-3$2,803,087$17,000$5,667iApproximate average salary by contribution assumption: employee only about $141,667 at 4% or $94,444 at 6%; with 50% employer match about $94,444 at 4% or $62,963 at 6%; with 100% employer match about $70,833 at 4% or $47,222 at 6%.
Eee Investments 401(K) P/S Plan-2$2,717,352$95,672$47,836iApproximate average salary by contribution assumption: employee only about $1,195,900 at 4% or $797,267 at 6%; with 50% employer match about $797,267 at 4% or $531,511 at 6%; with 100% employer match about $597,950 at 4% or $398,633 at 6%.
202123$6,778,304$550,149$183,383iApproximate average salary by contribution assumption: employee only about $4,584,575 at 4% or $3,056,383 at 6%; with 50% employer match about $3,056,383 at 4% or $2,037,589 at 6%; with 100% employer match about $2,292,288 at 4% or $1,528,192 at 6%.
Eee Investments 401(K) P/S Plan-2$3,454,118$61,930$30,965iApproximate average salary by contribution assumption: employee only about $774,125 at 4% or $516,083 at 6%; with 50% employer match about $516,083 at 4% or $344,056 at 6%; with 100% employer match about $387,063 at 4% or $258,042 at 6%.
EEE INVESTMENTS CASH BALANCE PLAN-3$3,324,186$488,219$162,740iApproximate average salary by contribution assumption: employee only about $4,068,492 at 4% or $2,712,328 at 6%; with 50% employer match about $2,712,328 at 4% or $1,808,219 at 6%; with 100% employer match about $2,034,246 at 4% or $1,356,164 at 6%.
202023$6,463,402$463,745$154,582iApproximate average salary by contribution assumption: employee only about $3,864,542 at 4% or $2,576,361 at 6%; with 50% employer match about $2,576,361 at 4% or $1,717,574 at 6%; with 100% employer match about $1,932,271 at 4% or $1,288,181 at 6%.
Eee Investments 401(K) P/S Plan-3$3,627,435$133,745$44,582iApproximate average salary by contribution assumption: employee only about $1,114,542 at 4% or $743,028 at 6%; with 50% employer match about $743,028 at 4% or $495,352 at 6%; with 100% employer match about $557,271 at 4% or $371,514 at 6%.
EEE INVESTMENTS CASH BALANCE PLAN-3$2,835,967$330,000$110,000iApproximate average salary by contribution assumption: employee only about $2,750,000 at 4% or $1,833,333 at 6%; with 50% employer match about $1,833,333 at 4% or $1,222,222 at 6%; with 100% employer match about $1,375,000 at 4% or $916,667 at 6%.
201924$4,999,888$489,376$122,344iApproximate average salary by contribution assumption: employee only about $3,058,600 at 4% or $2,039,067 at 6%; with 50% employer match about $2,039,067 at 4% or $1,359,378 at 6%; with 100% employer match about $1,529,300 at 4% or $1,019,533 at 6%.
Eee Investments 401(K) P/S Plan-4$2,851,084$126,876$31,719iApproximate average salary by contribution assumption: employee only about $792,975 at 4% or $528,650 at 6%; with 50% employer match about $528,650 at 4% or $352,433 at 6%; with 100% employer match about $396,488 at 4% or $264,325 at 6%.
EEE INVESTMENTS CASH BALANCE PLAN-3$2,148,804$362,500$120,833iApproximate average salary by contribution assumption: employee only about $3,020,833 at 4% or $2,013,889 at 6%; with 50% employer match about $2,013,889 at 4% or $1,342,593 at 6%; with 100% employer match about $1,510,417 at 4% or $1,006,944 at 6%.
201824$3,706,799$760,830$190,208iApproximate average salary by contribution assumption: employee only about $4,755,188 at 4% or $3,170,125 at 6%; with 50% employer match about $3,170,125 at 4% or $2,113,417 at 6%; with 100% employer match about $2,377,594 at 4% or $1,585,063 at 6%.
Eee Investments 401(K) P/S Plan-4$2,185,752$150,830$37,708iApproximate average salary by contribution assumption: employee only about $942,688 at 4% or $628,458 at 6%; with 50% employer match about $628,458 at 4% or $418,972 at 6%; with 100% employer match about $471,344 at 4% or $314,229 at 6%.
EEE INVESTMENTS CASH BALANCE PLAN-3$1,521,047$610,000$203,333iApproximate average salary by contribution assumption: employee only about $5,083,333 at 4% or $3,388,889 at 6%; with 50% employer match about $3,388,889 at 4% or $2,259,259 at 6%; with 100% employer match about $2,541,667 at 4% or $1,694,444 at 6%.
201723$3,251,722$580,289$193,430iApproximate average salary by contribution assumption: employee only about $4,835,742 at 4% or $3,223,828 at 6%; with 50% employer match about $3,223,828 at 4% or $2,149,219 at 6%; with 100% employer match about $2,417,871 at 4% or $1,611,914 at 6%.
Eee Investments 401(K) P/S Plan-3$2,202,666$130,289$43,430iApproximate average salary by contribution assumption: employee only about $1,085,742 at 4% or $723,828 at 6%; with 50% employer match about $723,828 at 4% or $482,552 at 6%; with 100% employer match about $542,871 at 4% or $361,914 at 6%.
EEE INVESTMENTS CASH BALANCE PLAN-3$1,049,056$450,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
201623$2,280,763$442,740$147,580iApproximate average salary by contribution assumption: employee only about $3,689,500 at 4% or $2,459,667 at 6%; with 50% employer match about $2,459,667 at 4% or $1,639,778 at 6%; with 100% employer match about $1,844,750 at 4% or $1,229,833 at 6%.
Eee Investments 401(K) P/S Plan-3$1,737,119$122,740$40,913iApproximate average salary by contribution assumption: employee only about $1,022,833 at 4% or $681,889 at 6%; with 50% employer match about $681,889 at 4% or $454,593 at 6%; with 100% employer match about $511,417 at 4% or $340,944 at 6%.
EEE INVESTMENTS CASH BALANCE PLAN-3$543,644$320,000$106,667iApproximate average salary by contribution assumption: employee only about $2,666,667 at 4% or $1,777,778 at 6%; with 50% employer match about $1,777,778 at 4% or $1,185,185 at 6%; with 100% employer match about $1,333,333 at 4% or $888,889 at 6%.
201524$1,711,396$336,822$84,206iApproximate average salary by contribution assumption: employee only about $2,105,138 at 4% or $1,403,425 at 6%; with 50% employer match about $1,403,425 at 4% or $935,617 at 6%; with 100% employer match about $1,052,569 at 4% or $701,713 at 6%.
Eee Investments 401(K) P/S Plan-3$1,495,896$121,322$40,441iApproximate average salary by contribution assumption: employee only about $1,011,017 at 4% or $674,011 at 6%; with 50% employer match about $674,011 at 4% or $449,341 at 6%; with 100% employer match about $505,508 at 4% or $337,006 at 6%.
EEE INVESTMENTS CASH BALANCE PLAN-4$215,500$215,500$53,875iApproximate average salary by contribution assumption: employee only about $1,346,875 at 4% or $897,917 at 6%; with 50% employer match about $897,917 at 4% or $598,611 at 6%; with 100% employer match about $673,438 at 4% or $448,958 at 6%.
201413$1,407,365$111,406$37,135iApproximate average salary by contribution assumption: employee only about $928,383 at 4% or $618,922 at 6%; with 50% employer match about $618,922 at 4% or $412,615 at 6%; with 100% employer match about $464,192 at 4% or $309,461 at 6%.
Eee Investments 401(K) P/S Plan-3$1,407,365$111,406$37,135iApproximate average salary by contribution assumption: employee only about $928,383 at 4% or $618,922 at 6%; with 50% employer match about $618,922 at 4% or $412,615 at 6%; with 100% employer match about $464,192 at 4% or $309,461 at 6%.
201313$1,234,931$104,333$34,778iApproximate average salary by contribution assumption: employee only about $869,442 at 4% or $579,628 at 6%; with 50% employer match about $579,628 at 4% or $386,419 at 6%; with 100% employer match about $434,721 at 4% or $289,814 at 6%.
Eee Investments 401(K) P/S Plan-3$1,234,931$104,333$34,778iApproximate average salary by contribution assumption: employee only about $869,442 at 4% or $579,628 at 6%; with 50% employer match about $579,628 at 4% or $386,419 at 6%; with 100% employer match about $434,721 at 4% or $289,814 at 6%.
201213$1,026,234$94,311$31,437iApproximate average salary by contribution assumption: employee only about $785,925 at 4% or $523,950 at 6%; with 50% employer match about $523,950 at 4% or $349,300 at 6%; with 100% employer match about $392,963 at 4% or $261,975 at 6%.
Eee Investments 401(K) P/S Plan-3$1,026,234$94,311$31,437iApproximate average salary by contribution assumption: employee only about $785,925 at 4% or $523,950 at 6%; with 50% employer match about $523,950 at 4% or $349,300 at 6%; with 100% employer match about $392,963 at 4% or $261,975 at 6%.
201113$833,939$86,883$28,961iApproximate average salary by contribution assumption: employee only about $724,025 at 4% or $482,683 at 6%; with 50% employer match about $482,683 at 4% or $321,789 at 6%; with 100% employer match about $362,013 at 4% or $241,342 at 6%.
Eee Investments 401(K) P/S Plan-3$833,939$86,883$28,961iApproximate average salary by contribution assumption: employee only about $724,025 at 4% or $482,683 at 6%; with 50% employer match about $482,683 at 4% or $321,789 at 6%; with 100% employer match about $362,013 at 4% or $241,342 at 6%.
201013$789,874$88,435$29,478iApproximate average salary by contribution assumption: employee only about $736,958 at 4% or $491,306 at 6%; with 50% employer match about $491,306 at 4% or $327,537 at 6%; with 100% employer match about $368,479 at 4% or $245,653 at 6%.
Eee Investments 401(K) P/S Plan-3$789,874$88,435$29,478iApproximate average salary by contribution assumption: employee only about $736,958 at 4% or $491,306 at 6%; with 50% employer match about $491,306 at 4% or $327,537 at 6%; with 100% employer match about $368,479 at 4% or $245,653 at 6%.
200915$616,964$88,770$17,754iApproximate average salary by contribution assumption: employee only about $443,850 at 4% or $295,900 at 6%; with 50% employer match about $295,900 at 4% or $197,267 at 6%; with 100% employer match about $221,925 at 4% or $147,950 at 6%.
Eee Investments 401(K) P/S Plan-5$616,964$88,770$17,754iApproximate average salary by contribution assumption: employee only about $443,850 at 4% or $295,900 at 6%; with 50% employer match about $295,900 at 4% or $197,267 at 6%; with 100% employer match about $221,925 at 4% or $147,950 at 6%.
200814$401,044$79,455$19,864iApproximate average salary by contribution assumption: employee only about $496,594 at 4% or $331,063 at 6%; with 50% employer match about $331,063 at 4% or $220,708 at 6%; with 100% employer match about $248,297 at 4% or $165,531 at 6%.
Eee Investments 401(K) P/S Plan-4$401,044$79,455$19,864iApproximate average salary by contribution assumption: employee only about $496,594 at 4% or $331,063 at 6%; with 50% employer match about $331,063 at 4% or $220,708 at 6%; with 100% employer match about $248,297 at 4% or $165,531 at 6%.
200714$0$0-
Eee Investments 401(K) P/S Plan-4---
200614$402,046$272,314$68,079iApproximate average salary by contribution assumption: employee only about $1,701,963 at 4% or $1,134,642 at 6%; with 50% employer match about $1,134,642 at 4% or $756,428 at 6%; with 100% employer match about $850,981 at 4% or $567,321 at 6%.
Eee Investments 401(K) P/S Plan-4$402,046$272,314$68,079iApproximate average salary by contribution assumption: employee only about $1,701,963 at 4% or $1,134,642 at 6%; with 50% employer match about $1,134,642 at 4% or $756,428 at 6%; with 100% employer match about $850,981 at 4% or $567,321 at 6%.
200513$99,887$95,146$31,715iApproximate average salary by contribution assumption: employee only about $792,883 at 4% or $528,589 at 6%; with 50% employer match about $528,589 at 4% or $352,393 at 6%; with 100% employer match about $396,442 at 4% or $264,294 at 6%.
Eee Investments 401(K) P/S Plan-3$99,887$95,146$31,715iApproximate average salary by contribution assumption: employee only about $792,883 at 4% or $528,589 at 6%; with 50% employer match about $528,589 at 4% or $352,393 at 6%; with 100% employer match about $396,442 at 4% or $264,294 at 6%.