Civic Intelligence

Punter Southall & Co LLC

Plan context: Punter Southall & Co 401K Plan

EIN 04-3513306 • Waltham, MA • 23 filings • 5 plans

130 Turner St., Building 3Suite 510Waltham, MA 02453
Current Snapshot

Latest Year

2022

2022 Participants

55

2022 Assets

$10,802,500

2022 Contributions

$884,622

Historical Graphs

Total Assets Over Time

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

$10,802,500$5,401,250$0200020122021YearValue
$10,802,500Latest year 2021

Participants Over Time

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

55280200020112021YearValue
55Latest year 2021

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
202210$0$0-
Punter Southall & Co 401K Plan-0$0$0-
2021155$10,802,500$884,622$16,084iApproximate average salary by contribution assumption: employee only about $402,101 at 4% or $268,067 at 6%; with 50% employer match about $268,067 at 4% or $178,712 at 6%; with 100% employer match about $201,050 at 4% or $134,034 at 6%.
Punter Southall & Co 401K Plan-55$10,802,500$884,622$16,084iApproximate average salary by contribution assumption: employee only about $402,101 at 4% or $268,067 at 6%; with 50% employer match about $268,067 at 4% or $178,712 at 6%; with 100% employer match about $201,050 at 4% or $134,034 at 6%.
2020152$8,711,789$816,600$15,704iApproximate average salary by contribution assumption: employee only about $392,596 at 4% or $261,731 at 6%; with 50% employer match about $261,731 at 4% or $174,487 at 6%; with 100% employer match about $196,298 at 4% or $130,865 at 6%.
Punter Southall & Co 401K Plan-52$8,711,789$816,600$15,704iApproximate average salary by contribution assumption: employee only about $392,596 at 4% or $261,731 at 6%; with 50% employer match about $261,731 at 4% or $174,487 at 6%; with 100% employer match about $196,298 at 4% or $130,865 at 6%.
2019143$7,083,401$759,309$17,658iApproximate average salary by contribution assumption: employee only about $441,459 at 4% or $294,306 at 6%; with 50% employer match about $294,306 at 4% or $196,204 at 6%; with 100% employer match about $220,729 at 4% or $147,153 at 6%.
Punter Southall & Co 401K Plan-43$7,083,401$759,309$17,658iApproximate average salary by contribution assumption: employee only about $441,459 at 4% or $294,306 at 6%; with 50% employer match about $294,306 at 4% or $196,204 at 6%; with 100% employer match about $220,729 at 4% or $147,153 at 6%.
2018142$5,587,272$714,322$17,008iApproximate average salary by contribution assumption: employee only about $425,192 at 4% or $283,461 at 6%; with 50% employer match about $283,461 at 4% or $188,974 at 6%; with 100% employer match about $212,596 at 4% or $141,731 at 6%.
Punter Southall & Co 401K Plan-42$5,587,272$714,322$17,008iApproximate average salary by contribution assumption: employee only about $425,192 at 4% or $283,461 at 6%; with 50% employer match about $283,461 at 4% or $188,974 at 6%; with 100% employer match about $212,596 at 4% or $141,731 at 6%.
2017137$5,341,812$645,948$17,458iApproximate average salary by contribution assumption: employee only about $436,451 at 4% or $290,968 at 6%; with 50% employer match about $290,968 at 4% or $193,978 at 6%; with 100% employer match about $218,226 at 4% or $145,484 at 6%.
Punter Southall & Co 401K Plan-37$5,341,812$645,948$17,458iApproximate average salary by contribution assumption: employee only about $436,451 at 4% or $290,968 at 6%; with 50% employer match about $290,968 at 4% or $193,978 at 6%; with 100% employer match about $218,226 at 4% or $145,484 at 6%.
2016129$5,022,717$509,749$17,578iApproximate average salary by contribution assumption: employee only about $439,439 at 4% or $292,959 at 6%; with 50% employer match about $292,959 at 4% or $195,306 at 6%; with 100% employer match about $219,719 at 4% or $146,480 at 6%.
Punter Southall & Co 401K Plan-29$5,022,717$509,749$17,578iApproximate average salary by contribution assumption: employee only about $439,439 at 4% or $292,959 at 6%; with 50% employer match about $292,959 at 4% or $195,306 at 6%; with 100% employer match about $219,719 at 4% or $146,480 at 6%.
2015133$4,627,528$547,510$16,591iApproximate average salary by contribution assumption: employee only about $414,780 at 4% or $276,520 at 6%; with 50% employer match about $276,520 at 4% or $184,347 at 6%; with 100% employer match about $207,390 at 4% or $138,260 at 6%.
Punter Southall & Co 401K Plan-33$4,627,528$547,510$16,591iApproximate average salary by contribution assumption: employee only about $414,780 at 4% or $276,520 at 6%; with 50% employer match about $276,520 at 4% or $184,347 at 6%; with 100% employer match about $207,390 at 4% or $138,260 at 6%.
2014132$4,266,349$530,974$16,593iApproximate average salary by contribution assumption: employee only about $414,823 at 4% or $276,549 at 6%; with 50% employer match about $276,549 at 4% or $184,366 at 6%; with 100% employer match about $207,412 at 4% or $138,274 at 6%.
Punter Southall & Co 401K Plan-32$4,266,349$530,974$16,593iApproximate average salary by contribution assumption: employee only about $414,823 at 4% or $276,549 at 6%; with 50% employer match about $276,549 at 4% or $184,366 at 6%; with 100% employer match about $207,412 at 4% or $138,274 at 6%.
2013132$3,717,200$769,163$24,036iApproximate average salary by contribution assumption: employee only about $600,909 at 4% or $400,606 at 6%; with 50% employer match about $400,606 at 4% or $267,070 at 6%; with 100% employer match about $300,454 at 4% or $200,303 at 6%.
Punter Southall & Co 401K Plan-32$3,717,200$769,163$24,036iApproximate average salary by contribution assumption: employee only about $600,909 at 4% or $400,606 at 6%; with 50% employer match about $400,606 at 4% or $267,070 at 6%; with 100% employer match about $300,454 at 4% or $200,303 at 6%.
2012130$2,601,101$855,803$28,527iApproximate average salary by contribution assumption: employee only about $713,169 at 4% or $475,446 at 6%; with 50% employer match about $475,446 at 4% or $316,964 at 6%; with 100% employer match about $356,585 at 4% or $237,723 at 6%.
Punter Southall & Co 401K Plan-30$2,601,101$855,803$28,527iApproximate average salary by contribution assumption: employee only about $713,169 at 4% or $475,446 at 6%; with 50% employer match about $475,446 at 4% or $316,964 at 6%; with 100% employer match about $356,585 at 4% or $237,723 at 6%.
2011120$1,714,046$262,052$13,103iApproximate average salary by contribution assumption: employee only about $327,565 at 4% or $218,377 at 6%; with 50% employer match about $218,377 at 4% or $145,584 at 6%; with 100% employer match about $163,783 at 4% or $109,188 at 6%.
Punter Southall & Co 401K Plan-20$1,714,046$262,052$13,103iApproximate average salary by contribution assumption: employee only about $327,565 at 4% or $218,377 at 6%; with 50% employer match about $218,377 at 4% or $145,584 at 6%; with 100% employer match about $163,783 at 4% or $109,188 at 6%.
2010119$1,537,127$241,223$12,696iApproximate average salary by contribution assumption: employee only about $317,399 at 4% or $211,599 at 6%; with 50% employer match about $211,599 at 4% or $141,066 at 6%; with 100% employer match about $158,699 at 4% or $105,800 at 6%.
Punter Southall & Co 401K Plan-19$1,537,127$241,223$12,696iApproximate average salary by contribution assumption: employee only about $317,399 at 4% or $211,599 at 6%; with 50% employer match about $211,599 at 4% or $141,066 at 6%; with 100% employer match about $158,699 at 4% or $105,800 at 6%.
2009120$1,338,763$280,717$14,036iApproximate average salary by contribution assumption: employee only about $350,896 at 4% or $233,931 at 6%; with 50% employer match about $233,931 at 4% or $155,954 at 6%; with 100% employer match about $175,448 at 4% or $116,965 at 6%.
Punter Southall & Co 401K Plan-20$1,338,763$280,717$14,036iApproximate average salary by contribution assumption: employee only about $350,896 at 4% or $233,931 at 6%; with 50% employer match about $233,931 at 4% or $155,954 at 6%; with 100% employer match about $175,448 at 4% or $116,965 at 6%.
2008118$859,667$220,296$12,239iApproximate average salary by contribution assumption: employee only about $305,967 at 4% or $203,978 at 6%; with 50% employer match about $203,978 at 4% or $135,985 at 6%; with 100% employer match about $152,983 at 4% or $101,989 at 6%.
Punter Southall & Co 401K Plan-18$859,667$220,296$12,239iApproximate average salary by contribution assumption: employee only about $305,967 at 4% or $203,978 at 6%; with 50% employer match about $203,978 at 4% or $135,985 at 6%; with 100% employer match about $152,983 at 4% or $101,989 at 6%.
2007115$0$0-
Punter Southall & Co 401K Plan-15---
2006112$851,444$345,417$28,785iApproximate average salary by contribution assumption: employee only about $719,619 at 4% or $479,746 at 6%; with 50% employer match about $479,746 at 4% or $319,831 at 6%; with 100% employer match about $359,809 at 4% or $239,873 at 6%.
Punter Southall & Co 401K Plan-12$851,444$345,417$28,785iApproximate average salary by contribution assumption: employee only about $719,619 at 4% or $479,746 at 6%; with 50% employer match about $479,746 at 4% or $319,831 at 6%; with 100% employer match about $359,809 at 4% or $239,873 at 6%.
2005120$738,187$201,017$10,051iApproximate average salary by contribution assumption: employee only about $251,271 at 4% or $167,514 at 6%; with 50% employer match about $167,514 at 4% or $111,676 at 6%; with 100% employer match about $125,636 at 4% or $83,757 at 6%.
Punter Southall & Co 401K Plan-20$738,187$201,017$10,051iApproximate average salary by contribution assumption: employee only about $251,271 at 4% or $167,514 at 6%; with 50% employer match about $167,514 at 4% or $111,676 at 6%; with 100% employer match about $125,636 at 4% or $83,757 at 6%.
2004115$551,754$161,677$10,778iApproximate average salary by contribution assumption: employee only about $269,462 at 4% or $179,641 at 6%; with 50% employer match about $179,641 at 4% or $119,761 at 6%; with 100% employer match about $134,731 at 4% or $89,821 at 6%.
Punter Southall & Co 401K Plan-15$551,754$161,677$10,778iApproximate average salary by contribution assumption: employee only about $269,462 at 4% or $179,641 at 6%; with 50% employer match about $179,641 at 4% or $119,761 at 6%; with 100% employer match about $134,731 at 4% or $89,821 at 6%.
2003114$377,015$149,526$10,680iApproximate average salary by contribution assumption: employee only about $267,011 at 4% or $178,007 at 6%; with 50% employer match about $178,007 at 4% or $118,671 at 6%; with 100% employer match about $133,505 at 4% or $89,004 at 6%.
Punter Southall & Co 401K Plan-14$377,015$149,526$10,680iApproximate average salary by contribution assumption: employee only about $267,011 at 4% or $178,007 at 6%; with 50% employer match about $178,007 at 4% or $118,671 at 6%; with 100% employer match about $133,505 at 4% or $89,004 at 6%.
2002114$424,905$155,878$11,134iApproximate average salary by contribution assumption: employee only about $278,354 at 4% or $185,569 at 6%; with 50% employer match about $185,569 at 4% or $123,713 at 6%; with 100% employer match about $139,177 at 4% or $92,785 at 6%.
Punter Southall & Co 401K Plan-14$424,905$155,878$11,134iApproximate average salary by contribution assumption: employee only about $278,354 at 4% or $185,569 at 6%; with 50% employer match about $185,569 at 4% or $123,713 at 6%; with 100% employer match about $139,177 at 4% or $92,785 at 6%.
2001112$0$0-
Punter Southall & Co 401K Plan-12---
200017$34,563$34,505$4,929iApproximate average salary by contribution assumption: employee only about $123,232 at 4% or $82,155 at 6%; with 50% employer match about $82,155 at 4% or $54,770 at 6%; with 100% employer match about $61,616 at 4% or $41,077 at 6%.
Punter Southall & Co 401K Plan-7$34,563$34,505$4,929iApproximate average salary by contribution assumption: employee only about $123,232 at 4% or $82,155 at 6%; with 50% employer match about $82,155 at 4% or $54,770 at 6%; with 100% employer match about $61,616 at 4% or $41,077 at 6%.