Security Management Partners
Plan context: Security Management Partners 401(K) Plan
EIN 04-3584368 • Concord, MA • 20 filings • 6 plans
Current Snapshot
Latest Year
2022
2022 Participants
6
2022 Assets
$1,400,516
2022 Contributions
$33,574
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $33,574 | - |
| Security Management Partners 401(K) Plan | - | 0 | $0 | $33,574 | - |
| 2021 | 1 | 6 | $1,400,516 | $96,315 | $16,053iApproximate average salary by contribution assumption: employee only about $401,313 at 4% or $267,542 at 6%; with 50% employer match about $267,542 at 4% or $178,361 at 6%; with 100% employer match about $200,656 at 4% or $133,771 at 6%. |
| Security Management Partners 401(K) Plan | - | 6 | $1,400,516 | $96,315 | $16,053iApproximate average salary by contribution assumption: employee only about $401,313 at 4% or $267,542 at 6%; with 50% employer match about $267,542 at 4% or $178,361 at 6%; with 100% employer match about $200,656 at 4% or $133,771 at 6%. |
| 2020 | 1 | 6 | $1,125,257 | $109,920 | $18,320iApproximate average salary by contribution assumption: employee only about $458,000 at 4% or $305,333 at 6%; with 50% employer match about $305,333 at 4% or $203,556 at 6%; with 100% employer match about $229,000 at 4% or $152,667 at 6%. |
| Security Management Partners 401(K) Plan | - | 6 | $1,125,257 | $109,920 | $18,320iApproximate average salary by contribution assumption: employee only about $458,000 at 4% or $305,333 at 6%; with 50% employer match about $305,333 at 4% or $203,556 at 6%; with 100% employer match about $229,000 at 4% or $152,667 at 6%. |
| 2019 | 2 | 7 | $1,141,224 | $212,984 | $30,426iApproximate average salary by contribution assumption: employee only about $760,657 at 4% or $507,105 at 6%; with 50% employer match about $507,105 at 4% or $338,070 at 6%; with 100% employer match about $380,329 at 4% or $253,552 at 6%. |
| Security Management Partners 401(K) Plan | - | 7 | $1,140,836 | $129,857 | $18,551iApproximate average salary by contribution assumption: employee only about $463,775 at 4% or $309,183 at 6%; with 50% employer match about $309,183 at 4% or $206,122 at 6%; with 100% employer match about $231,888 at 4% or $154,592 at 6%. |
| Security Management Partners 401(K) Plan | - | 7 | $388 | $83,127 | $11,875iApproximate average salary by contribution assumption: employee only about $296,882 at 4% or $197,921 at 6%; with 50% employer match about $197,921 at 4% or $131,948 at 6%; with 100% employer match about $148,441 at 4% or $98,961 at 6%. |
| 2018 | 1 | 14 | $836,417 | $112,506 | $8,036iApproximate average salary by contribution assumption: employee only about $200,904 at 4% or $133,936 at 6%; with 50% employer match about $133,936 at 4% or $89,290 at 6%; with 100% employer match about $100,452 at 4% or $66,968 at 6%. |
| Security Management Partners 401(K) Plan | - | 14 | $836,417 | $112,506 | $8,036iApproximate average salary by contribution assumption: employee only about $200,904 at 4% or $133,936 at 6%; with 50% employer match about $133,936 at 4% or $89,290 at 6%; with 100% employer match about $100,452 at 4% or $66,968 at 6%. |
| 2017 | 1 | 9 | $782,133 | $102,467 | $11,385iApproximate average salary by contribution assumption: employee only about $284,631 at 4% or $189,754 at 6%; with 50% employer match about $189,754 at 4% or $126,502 at 6%; with 100% employer match about $142,315 at 4% or $94,877 at 6%. |
| Security Management Partners 401(K) Plan | - | 9 | $782,133 | $102,467 | $11,385iApproximate average salary by contribution assumption: employee only about $284,631 at 4% or $189,754 at 6%; with 50% employer match about $189,754 at 4% or $126,502 at 6%; with 100% employer match about $142,315 at 4% or $94,877 at 6%. |
| 2016 | 1 | 10 | $637,586 | $87,338 | $8,734iApproximate average salary by contribution assumption: employee only about $218,345 at 4% or $145,563 at 6%; with 50% employer match about $145,563 at 4% or $97,042 at 6%; with 100% employer match about $109,172 at 4% or $72,782 at 6%. |
| Security Management Partners 401(K) Plan | - | 10 | $637,586 | $87,338 | $8,734iApproximate average salary by contribution assumption: employee only about $218,345 at 4% or $145,563 at 6%; with 50% employer match about $145,563 at 4% or $97,042 at 6%; with 100% employer match about $109,172 at 4% or $72,782 at 6%. |
| 2015 | 1 | 8 | $505,916 | $60,567 | $7,571iApproximate average salary by contribution assumption: employee only about $189,272 at 4% or $126,181 at 6%; with 50% employer match about $126,181 at 4% or $84,121 at 6%; with 100% employer match about $94,636 at 4% or $63,091 at 6%. |
| Security Management Partners 401(K) Plan | - | 8 | $505,916 | $60,567 | $7,571iApproximate average salary by contribution assumption: employee only about $189,272 at 4% or $126,181 at 6%; with 50% employer match about $126,181 at 4% or $84,121 at 6%; with 100% employer match about $94,636 at 4% or $63,091 at 6%. |
| 2014 | 1 | 8 | $453,119 | $59,929 | $7,491iApproximate average salary by contribution assumption: employee only about $187,278 at 4% or $124,852 at 6%; with 50% employer match about $124,852 at 4% or $83,235 at 6%; with 100% employer match about $93,639 at 4% or $62,426 at 6%. |
| Security Management Partners 401(K) Plan | - | 8 | $453,119 | $59,929 | $7,491iApproximate average salary by contribution assumption: employee only about $187,278 at 4% or $124,852 at 6%; with 50% employer match about $124,852 at 4% or $83,235 at 6%; with 100% employer match about $93,639 at 4% or $62,426 at 6%. |
| 2013 | 1 | 8 | $368,929 | $59,151 | $7,394iApproximate average salary by contribution assumption: employee only about $184,847 at 4% or $123,231 at 6%; with 50% employer match about $123,231 at 4% or $82,154 at 6%; with 100% employer match about $92,423 at 4% or $61,616 at 6%. |
| Security Management Partners 401(K) Plan | - | 8 | $368,929 | $59,151 | $7,394iApproximate average salary by contribution assumption: employee only about $184,847 at 4% or $123,231 at 6%; with 50% employer match about $123,231 at 4% or $82,154 at 6%; with 100% employer match about $92,423 at 4% or $61,616 at 6%. |
| 2012 | 1 | 8 | $250,127 | $54,452 | $6,807iApproximate average salary by contribution assumption: employee only about $170,163 at 4% or $113,442 at 6%; with 50% employer match about $113,442 at 4% or $75,628 at 6%; with 100% employer match about $85,081 at 4% or $56,721 at 6%. |
| Security Management Partners 401(K) Plan | - | 8 | $250,127 | $54,452 | $6,807iApproximate average salary by contribution assumption: employee only about $170,163 at 4% or $113,442 at 6%; with 50% employer match about $113,442 at 4% or $75,628 at 6%; with 100% employer match about $85,081 at 4% or $56,721 at 6%. |
| 2011 | 2 | 12 | $412,212 | $84,259 | $7,022iApproximate average salary by contribution assumption: employee only about $175,540 at 4% or $117,026 at 6%; with 50% employer match about $117,026 at 4% or $78,018 at 6%; with 100% employer match about $87,770 at 4% or $58,513 at 6%. |
| Security Management Partners 401(K) Plan | - | 0 | $209,746 | $27,982 | - |
| Security Management Partners 401(K) Plan | - | 12 | $202,466 | $56,277 | $4,690iApproximate average salary by contribution assumption: employee only about $117,244 at 4% or $78,163 at 6%; with 50% employer match about $78,163 at 4% or $52,108 at 6%; with 100% employer match about $58,622 at 4% or $39,081 at 6%. |
| 2010 | 1 | 8 | $160,763 | $48,090 | $6,011iApproximate average salary by contribution assumption: employee only about $150,281 at 4% or $100,188 at 6%; with 50% employer match about $100,188 at 4% or $66,792 at 6%; with 100% employer match about $75,141 at 4% or $50,094 at 6%. |
| Security Management Partners 401(K) Plan | - | 8 | $160,763 | $48,090 | $6,011iApproximate average salary by contribution assumption: employee only about $150,281 at 4% or $100,188 at 6%; with 50% employer match about $100,188 at 4% or $66,792 at 6%; with 100% employer match about $75,141 at 4% or $50,094 at 6%. |
| 2009 | 1 | 6 | $91,484 | $25,154 | $4,192iApproximate average salary by contribution assumption: employee only about $104,808 at 4% or $69,872 at 6%; with 50% employer match about $69,872 at 4% or $46,581 at 6%; with 100% employer match about $52,404 at 4% or $34,936 at 6%. |
| Security Management Partners 401(K) Plan | - | 6 | $91,484 | $25,154 | $4,192iApproximate average salary by contribution assumption: employee only about $104,808 at 4% or $69,872 at 6%; with 50% employer match about $69,872 at 4% or $46,581 at 6%; with 100% employer match about $52,404 at 4% or $34,936 at 6%. |
| 2008 | 1 | 8 | $40,143 | $30,025 | $3,753iApproximate average salary by contribution assumption: employee only about $93,828 at 4% or $62,552 at 6%; with 50% employer match about $62,552 at 4% or $41,701 at 6%; with 100% employer match about $46,914 at 4% or $31,276 at 6%. |
| Security Management Partners 401(K) Plan | - | 8 | $40,143 | $30,025 | $3,753iApproximate average salary by contribution assumption: employee only about $93,828 at 4% or $62,552 at 6%; with 50% employer match about $62,552 at 4% or $41,701 at 6%; with 100% employer match about $46,914 at 4% or $31,276 at 6%. |
| 2007 | 1 | 8 | $43,916 | $19,969 | $2,496iApproximate average salary by contribution assumption: employee only about $62,403 at 4% or $41,602 at 6%; with 50% employer match about $41,602 at 4% or $27,735 at 6%; with 100% employer match about $31,202 at 4% or $20,801 at 6%. |
| Security Management Partners 401(K) Plan | - | 8 | $43,916 | $19,969 | $2,496iApproximate average salary by contribution assumption: employee only about $62,403 at 4% or $41,602 at 6%; with 50% employer match about $41,602 at 4% or $27,735 at 6%; with 100% employer match about $31,202 at 4% or $20,801 at 6%. |
| 2006 | 1 | 8 | $24,372 | $11,197 | $1,400iApproximate average salary by contribution assumption: employee only about $34,991 at 4% or $23,327 at 6%; with 50% employer match about $23,327 at 4% or $15,551 at 6%; with 100% employer match about $17,495 at 4% or $11,664 at 6%. |
| Security Management Partners 401(K) Plan | - | 8 | $24,372 | $11,197 | $1,400iApproximate average salary by contribution assumption: employee only about $34,991 at 4% or $23,327 at 6%; with 50% employer match about $23,327 at 4% or $15,551 at 6%; with 100% employer match about $17,495 at 4% or $11,664 at 6%. |
| 2005 | 1 | 7 | $10,741 | $7,893 | $1,128iApproximate average salary by contribution assumption: employee only about $28,189 at 4% or $18,793 at 6%; with 50% employer match about $18,793 at 4% or $12,529 at 6%; with 100% employer match about $14,095 at 4% or $9,396 at 6%. |
| Security Management Partners 401(K) Plan | - | 7 | $10,741 | $7,893 | $1,128iApproximate average salary by contribution assumption: employee only about $28,189 at 4% or $18,793 at 6%; with 50% employer match about $18,793 at 4% or $12,529 at 6%; with 100% employer match about $14,095 at 4% or $9,396 at 6%. |