Civic Intelligence

SUDBURY VALLEY TRUSTEES, INC.

Plan context: SUDBURY VALLEY TRUSTEES 403(B) PLAN

EIN 04-6049963 • Sudbury, MA • 16 filings • 4 plans

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18 Wolbach Rd.Sudbury, MA 01776
Current Snapshot

Latest Year

2023

2023 Participants

19

2023 Assets

$1,179,177

2023 Contributions

$123,186

Historical Graphs

Total Assets Over Time

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

$1,289,970$644,985$0200920162022YearValue
$1,179,177Latest year 2022

Participants Over Time

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

19100200920162022YearValue
19Latest 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$123,186-
SUDBURY VALLEY TRUSTEES 403(B) PLAN-0$0$123,186-
2022119$1,179,177$118,811$6,253iApproximate average salary by contribution assumption: employee only about $156,330 at 4% or $104,220 at 6%; with 50% employer match about $104,220 at 4% or $69,480 at 6%; with 100% employer match about $78,165 at 4% or $52,110 at 6%.
SUDBURY VALLEY TRUSTEES 403(B) PLAN-19$1,179,177$118,811$6,253iApproximate average salary by contribution assumption: employee only about $156,330 at 4% or $104,220 at 6%; with 50% employer match about $104,220 at 4% or $69,480 at 6%; with 100% employer match about $78,165 at 4% or $52,110 at 6%.
2021113$1,289,970$80,622$6,202iApproximate average salary by contribution assumption: employee only about $155,042 at 4% or $103,362 at 6%; with 50% employer match about $103,362 at 4% or $68,908 at 6%; with 100% employer match about $77,521 at 4% or $51,681 at 6%.
SUDBURY VALLEY TRUSTEES 403(B) PLAN-13$1,289,970$80,622$6,202iApproximate average salary by contribution assumption: employee only about $155,042 at 4% or $103,362 at 6%; with 50% employer match about $103,362 at 4% or $68,908 at 6%; with 100% employer match about $77,521 at 4% or $51,681 at 6%.
2020117$1,205,911$95,783$5,634iApproximate average salary by contribution assumption: employee only about $140,857 at 4% or $93,905 at 6%; with 50% employer match about $93,905 at 4% or $62,603 at 6%; with 100% employer match about $70,429 at 4% or $46,952 at 6%.
SUDBURY VALLEY TRUSTEES 403(B) PLAN-17$1,205,911$95,783$5,634iApproximate average salary by contribution assumption: employee only about $140,857 at 4% or $93,905 at 6%; with 50% employer match about $93,905 at 4% or $62,603 at 6%; with 100% employer match about $70,429 at 4% or $46,952 at 6%.
2019117$1,064,596$82,085$4,829iApproximate average salary by contribution assumption: employee only about $120,713 at 4% or $80,475 at 6%; with 50% employer match about $80,475 at 4% or $53,650 at 6%; with 100% employer match about $60,357 at 4% or $40,238 at 6%.
SUDBURY VALLEY TRUSTEES 403 (B) PLAN-17$1,064,596$82,085$4,829iApproximate average salary by contribution assumption: employee only about $120,713 at 4% or $80,475 at 6%; with 50% employer match about $80,475 at 4% or $53,650 at 6%; with 100% employer match about $60,357 at 4% or $40,238 at 6%.
2018117$814,178$66,023$3,884iApproximate average salary by contribution assumption: employee only about $97,093 at 4% or $64,728 at 6%; with 50% employer match about $64,728 at 4% or $43,152 at 6%; with 100% employer match about $48,546 at 4% or $32,364 at 6%.
SUDBURY VALLEY TRUSTEES 403(B) PLAN-17$814,178$66,023$3,884iApproximate average salary by contribution assumption: employee only about $97,093 at 4% or $64,728 at 6%; with 50% employer match about $64,728 at 4% or $43,152 at 6%; with 100% employer match about $48,546 at 4% or $32,364 at 6%.
2017116$827,078$66,186$4,137iApproximate average salary by contribution assumption: employee only about $103,416 at 4% or $68,944 at 6%; with 50% employer match about $68,944 at 4% or $45,963 at 6%; with 100% employer match about $51,708 at 4% or $34,472 at 6%.
SUDBURY VALLEY TRUSTEES 403(B) PLAN-16$827,078$66,186$4,137iApproximate average salary by contribution assumption: employee only about $103,416 at 4% or $68,944 at 6%; with 50% employer match about $68,944 at 4% or $45,963 at 6%; with 100% employer match about $51,708 at 4% or $34,472 at 6%.
2016115$660,242$82,165$5,478iApproximate average salary by contribution assumption: employee only about $136,942 at 4% or $91,294 at 6%; with 50% employer match about $91,294 at 4% or $60,863 at 6%; with 100% employer match about $68,471 at 4% or $45,647 at 6%.
SUDBURY VALLEY TRUSTEES 403(B) PLAN-15$660,242$82,165$5,478iApproximate average salary by contribution assumption: employee only about $136,942 at 4% or $91,294 at 6%; with 50% employer match about $91,294 at 4% or $60,863 at 6%; with 100% employer match about $68,471 at 4% or $45,647 at 6%.
2015115$536,986$79,946$5,330iApproximate average salary by contribution assumption: employee only about $133,243 at 4% or $88,829 at 6%; with 50% employer match about $88,829 at 4% or $59,219 at 6%; with 100% employer match about $66,622 at 4% or $44,414 at 6%.
SUDBURY VALLEY TRUSTEES 403(B) PLAN-15$536,986$79,946$5,330iApproximate average salary by contribution assumption: employee only about $133,243 at 4% or $88,829 at 6%; with 50% employer match about $88,829 at 4% or $59,219 at 6%; with 100% employer match about $66,622 at 4% or $44,414 at 6%.
2014116$483,396$62,810$3,926iApproximate average salary by contribution assumption: employee only about $98,141 at 4% or $65,427 at 6%; with 50% employer match about $65,427 at 4% or $43,618 at 6%; with 100% employer match about $49,070 at 4% or $32,714 at 6%.
SUDBURY VALLEY TRUSTEES 403(B) PLAN-16$483,396$62,810$3,926iApproximate average salary by contribution assumption: employee only about $98,141 at 4% or $65,427 at 6%; with 50% employer match about $65,427 at 4% or $43,618 at 6%; with 100% employer match about $49,070 at 4% or $32,714 at 6%.
2013115$523,717$48,947$3,263iApproximate average salary by contribution assumption: employee only about $81,578 at 4% or $54,386 at 6%; with 50% employer match about $54,386 at 4% or $36,257 at 6%; with 100% employer match about $40,789 at 4% or $27,193 at 6%.
SUDBURY VALLEY TRUSTEES 403(B) PLAN-15$523,717$48,947$3,263iApproximate average salary by contribution assumption: employee only about $81,578 at 4% or $54,386 at 6%; with 50% employer match about $54,386 at 4% or $36,257 at 6%; with 100% employer match about $40,789 at 4% or $27,193 at 6%.
2012115$408,531$44,939$2,996iApproximate average salary by contribution assumption: employee only about $74,898 at 4% or $49,932 at 6%; with 50% employer match about $49,932 at 4% or $33,288 at 6%; with 100% employer match about $37,449 at 4% or $24,966 at 6%.
SUDBURY VALLEY TRUSTEES 403(B) PLAN-15$408,531$44,939$2,996iApproximate average salary by contribution assumption: employee only about $74,898 at 4% or $49,932 at 6%; with 50% employer match about $49,932 at 4% or $33,288 at 6%; with 100% employer match about $37,449 at 4% or $24,966 at 6%.
2011115$331,114$34,317$2,288iApproximate average salary by contribution assumption: employee only about $57,195 at 4% or $38,130 at 6%; with 50% employer match about $38,130 at 4% or $25,420 at 6%; with 100% employer match about $28,598 at 4% or $19,065 at 6%.
SUDBURY VALLEY TRUSTEES 403 B PLAN-15$331,114$34,317$2,288iApproximate average salary by contribution assumption: employee only about $57,195 at 4% or $38,130 at 6%; with 50% employer match about $38,130 at 4% or $25,420 at 6%; with 100% employer match about $28,598 at 4% or $19,065 at 6%.
2010113$311,779$28,097$2,161iApproximate average salary by contribution assumption: employee only about $54,033 at 4% or $36,022 at 6%; with 50% employer match about $36,022 at 4% or $24,015 at 6%; with 100% employer match about $27,016 at 4% or $18,011 at 6%.
SUDBURY VALLEY TRUSTEES 403B PLAN-13$311,779$28,097$2,161iApproximate average salary by contribution assumption: employee only about $54,033 at 4% or $36,022 at 6%; with 50% employer match about $36,022 at 4% or $24,015 at 6%; with 100% employer match about $27,016 at 4% or $18,011 at 6%.
2009215$342,779$33,548$2,237iApproximate average salary by contribution assumption: employee only about $55,913 at 4% or $37,276 at 6%; with 50% employer match about $37,276 at 4% or $24,850 at 6%; with 100% employer match about $27,957 at 4% or $18,638 at 6%.
SUDBURY VALLEY TRUSTEES 403B PLAN-15$342,779$33,548$2,237iApproximate average salary by contribution assumption: employee only about $55,913 at 4% or $37,276 at 6%; with 50% employer match about $37,276 at 4% or $24,850 at 6%; with 100% employer match about $27,957 at 4% or $18,638 at 6%.
SUDBURY VALLEY TRUSTEES 403(B) PLAN-----