Civic Intelligence

PROCTOR FINANCIAL

Plan context: Proctor Financial Inc. 401(K) Profit Sharing Plan

EIN 04-3701843 • Sherborn, MA • 19 filings • 2 plans

18 North Main StSherborn, MA 01770
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$4,893,803

2024 Contributions

$249,716

Historical Graphs

Total Assets Over Time

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

$4,893,803$2,446,902$0200620162024YearValue
$4,893,803Latest year 2024

Participants Over Time

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

840200620152024YearValue
7Latest 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
202417$4,893,803$249,716$35,674iApproximate average salary by contribution assumption: employee only about $891,843 at 4% or $594,562 at 6%; with 50% employer match about $594,562 at 4% or $396,375 at 6%; with 100% employer match about $445,921 at 4% or $297,281 at 6%.
Proctor Financial Inc. 401(K) Profit Sharing Plan-7$4,893,803$249,716$35,674iApproximate average salary by contribution assumption: employee only about $891,843 at 4% or $594,562 at 6%; with 50% employer match about $594,562 at 4% or $396,375 at 6%; with 100% employer match about $445,921 at 4% or $297,281 at 6%.
202317$4,164,725$243,282$34,755iApproximate average salary by contribution assumption: employee only about $868,864 at 4% or $579,243 at 6%; with 50% employer match about $579,243 at 4% or $386,162 at 6%; with 100% employer match about $434,432 at 4% or $289,621 at 6%.
Proctor Financial Inc. 401(K) Profit Sharing Plan-7$4,164,725$243,282$34,755iApproximate average salary by contribution assumption: employee only about $868,864 at 4% or $579,243 at 6%; with 50% employer match about $579,243 at 4% or $386,162 at 6%; with 100% employer match about $434,432 at 4% or $289,621 at 6%.
202217$3,369,309$235,871$33,696iApproximate average salary by contribution assumption: employee only about $842,396 at 4% or $561,598 at 6%; with 50% employer match about $561,598 at 4% or $374,398 at 6%; with 100% employer match about $421,198 at 4% or $280,799 at 6%.
Proctor Financial Inc. 401(K) Profit Sharing Plan-7$3,369,309$235,871$33,696iApproximate average salary by contribution assumption: employee only about $842,396 at 4% or $561,598 at 6%; with 50% employer match about $561,598 at 4% or $374,398 at 6%; with 100% employer match about $421,198 at 4% or $280,799 at 6%.
202117$3,859,931$250,719$35,817iApproximate average salary by contribution assumption: employee only about $895,425 at 4% or $596,950 at 6%; with 50% employer match about $596,950 at 4% or $397,967 at 6%; with 100% employer match about $447,713 at 4% or $298,475 at 6%.
Proctor Financial Inc. 401(K) Profit Sharing Plan-7$3,859,931$250,719$35,817iApproximate average salary by contribution assumption: employee only about $895,425 at 4% or $596,950 at 6%; with 50% employer match about $596,950 at 4% or $397,967 at 6%; with 100% employer match about $447,713 at 4% or $298,475 at 6%.
202017$3,414,969$175,335$25,048iApproximate average salary by contribution assumption: employee only about $626,196 at 4% or $417,464 at 6%; with 50% employer match about $417,464 at 4% or $278,310 at 6%; with 100% employer match about $313,098 at 4% or $208,732 at 6%.
Proctor Financial Inc. 401(K) Profit Sharing Plan-7$3,414,969$175,335$25,048iApproximate average salary by contribution assumption: employee only about $626,196 at 4% or $417,464 at 6%; with 50% employer match about $417,464 at 4% or $278,310 at 6%; with 100% employer match about $313,098 at 4% or $208,732 at 6%.
201917$2,957,248$164,208$23,458iApproximate average salary by contribution assumption: employee only about $586,457 at 4% or $390,971 at 6%; with 50% employer match about $390,971 at 4% or $260,648 at 6%; with 100% employer match about $293,229 at 4% or $195,486 at 6%.
Proctor Financial Inc. 401(K) Profit Sharing Plan-7$2,957,248$164,208$23,458iApproximate average salary by contribution assumption: employee only about $586,457 at 4% or $390,971 at 6%; with 50% employer match about $390,971 at 4% or $260,648 at 6%; with 100% employer match about $293,229 at 4% or $195,486 at 6%.
201818$2,243,958$156,680$19,585iApproximate average salary by contribution assumption: employee only about $489,625 at 4% or $326,417 at 6%; with 50% employer match about $326,417 at 4% or $217,611 at 6%; with 100% employer match about $244,813 at 4% or $163,208 at 6%.
Proctor Financial Inc. 401(K) Profit Sharing Plan-8$2,243,958$156,680$19,585iApproximate average salary by contribution assumption: employee only about $489,625 at 4% or $326,417 at 6%; with 50% employer match about $326,417 at 4% or $217,611 at 6%; with 100% employer match about $244,813 at 4% or $163,208 at 6%.
201718$2,416,201$164,751$20,594iApproximate average salary by contribution assumption: employee only about $514,847 at 4% or $343,231 at 6%; with 50% employer match about $343,231 at 4% or $228,821 at 6%; with 100% employer match about $257,423 at 4% or $171,616 at 6%.
Proctor Financial Inc. 401(K) Profit Sharing Plan-8$2,416,201$164,751$20,594iApproximate average salary by contribution assumption: employee only about $514,847 at 4% or $343,231 at 6%; with 50% employer match about $343,231 at 4% or $228,821 at 6%; with 100% employer match about $257,423 at 4% or $171,616 at 6%.
201618$1,888,777$159,517$19,940iApproximate average salary by contribution assumption: employee only about $498,491 at 4% or $332,327 at 6%; with 50% employer match about $332,327 at 4% or $221,551 at 6%; with 100% employer match about $249,245 at 4% or $166,164 at 6%.
Proctor Financial Inc. 401(K) Profit Sharing Plan-8$1,888,777$159,517$19,940iApproximate average salary by contribution assumption: employee only about $498,491 at 4% or $332,327 at 6%; with 50% employer match about $332,327 at 4% or $221,551 at 6%; with 100% employer match about $249,245 at 4% or $166,164 at 6%.
201518$1,578,371$196,603$24,575iApproximate average salary by contribution assumption: employee only about $614,384 at 4% or $409,590 at 6%; with 50% employer match about $409,590 at 4% or $273,060 at 6%; with 100% employer match about $307,192 at 4% or $204,795 at 6%.
Proctor Financial Inc. 401(K) Profit Sharing Plan-8$1,578,371$196,603$24,575iApproximate average salary by contribution assumption: employee only about $614,384 at 4% or $409,590 at 6%; with 50% employer match about $409,590 at 4% or $273,060 at 6%; with 100% employer match about $307,192 at 4% or $204,795 at 6%.
201418$1,451,903$175,169$21,896iApproximate average salary by contribution assumption: employee only about $547,403 at 4% or $364,935 at 6%; with 50% employer match about $364,935 at 4% or $243,290 at 6%; with 100% employer match about $273,702 at 4% or $182,468 at 6%.
Proctor Financial Inc. 401(K) Profit Sharing Plan-8$1,451,903$175,169$21,896iApproximate average salary by contribution assumption: employee only about $547,403 at 4% or $364,935 at 6%; with 50% employer match about $364,935 at 4% or $243,290 at 6%; with 100% employer match about $273,702 at 4% or $182,468 at 6%.
201318$1,261,607$155,898$19,487iApproximate average salary by contribution assumption: employee only about $487,181 at 4% or $324,788 at 6%; with 50% employer match about $324,788 at 4% or $216,525 at 6%; with 100% employer match about $243,591 at 4% or $162,394 at 6%.
Proctor Financial Inc. 401(K) Profit Sharing Plan-8$1,261,607$155,898$19,487iApproximate average salary by contribution assumption: employee only about $487,181 at 4% or $324,788 at 6%; with 50% employer match about $324,788 at 4% or $216,525 at 6%; with 100% employer match about $243,591 at 4% or $162,394 at 6%.
201218$860,823$82,505$10,313iApproximate average salary by contribution assumption: employee only about $257,828 at 4% or $171,885 at 6%; with 50% employer match about $171,885 at 4% or $114,590 at 6%; with 100% employer match about $128,914 at 4% or $85,943 at 6%.
Proctor Financial Inc. 401(K) Profit Sharing Plan-8$860,823$82,505$10,313iApproximate average salary by contribution assumption: employee only about $257,828 at 4% or $171,885 at 6%; with 50% employer match about $171,885 at 4% or $114,590 at 6%; with 100% employer match about $128,914 at 4% or $85,943 at 6%.
201117$699,669$209,209$29,887iApproximate average salary by contribution assumption: employee only about $747,175 at 4% or $498,117 at 6%; with 50% employer match about $498,117 at 4% or $332,078 at 6%; with 100% employer match about $373,588 at 4% or $249,058 at 6%.
Proctor Financial Inc. 401(K) Profit Sharing Plan-7$699,669$209,209$29,887iApproximate average salary by contribution assumption: employee only about $747,175 at 4% or $498,117 at 6%; with 50% employer match about $498,117 at 4% or $332,078 at 6%; with 100% employer match about $373,588 at 4% or $249,058 at 6%.
201017$566,713$107,679$15,383iApproximate average salary by contribution assumption: employee only about $384,568 at 4% or $256,379 at 6%; with 50% employer match about $256,379 at 4% or $170,919 at 6%; with 100% employer match about $192,284 at 4% or $128,189 at 6%.
Proctor Financial Inc. 401(K) Profit Sharing Plan-7$566,713$107,679$15,383iApproximate average salary by contribution assumption: employee only about $384,568 at 4% or $256,379 at 6%; with 50% employer match about $256,379 at 4% or $170,919 at 6%; with 100% employer match about $192,284 at 4% or $128,189 at 6%.
200918$372,657$15,882$1,985iApproximate average salary by contribution assumption: employee only about $49,631 at 4% or $33,088 at 6%; with 50% employer match about $33,088 at 4% or $22,058 at 6%; with 100% employer match about $24,816 at 4% or $16,544 at 6%.
Proctor Financial Inc. 401(K) Profit Sharing Plan-8$372,657$15,882$1,985iApproximate average salary by contribution assumption: employee only about $49,631 at 4% or $33,088 at 6%; with 50% employer match about $33,088 at 4% or $22,058 at 6%; with 100% employer match about $24,816 at 4% or $16,544 at 6%.
200818$296,503$156,026$19,503iApproximate average salary by contribution assumption: employee only about $487,581 at 4% or $325,054 at 6%; with 50% employer match about $325,054 at 4% or $216,703 at 6%; with 100% employer match about $243,791 at 4% or $162,527 at 6%.
Proctor Financial Inc. 401(K) Profit Sharing Plan-8$296,503$156,026$19,503iApproximate average salary by contribution assumption: employee only about $487,581 at 4% or $325,054 at 6%; with 50% employer match about $325,054 at 4% or $216,703 at 6%; with 100% employer match about $243,791 at 4% or $162,527 at 6%.
200716$0$0-
Proctor Financial Inc. 401(K) Profit Sharing Plan-6---
200616$137,311$136,656$22,776iApproximate average salary by contribution assumption: employee only about $569,400 at 4% or $379,600 at 6%; with 50% employer match about $379,600 at 4% or $253,067 at 6%; with 100% employer match about $284,700 at 4% or $189,800 at 6%.
Proctor Financial Inc. 401(K) Profit Sharing Plan-6$137,311$136,656$22,776iApproximate average salary by contribution assumption: employee only about $569,400 at 4% or $379,600 at 6%; with 50% employer match about $379,600 at 4% or $253,067 at 6%; with 100% employer match about $284,700 at 4% or $189,800 at 6%.
PROCTOR FINANCIAL | EIN 04-3701843 | 2024 Form 5500 Company Profile