Civic Intelligence

Mary M.B. Wakefield Charitable

Plan context: Mary M.B. Wakefield Charitable Trust 401K Plan

EIN 04-6076048 • Boston, MA • 17 filings • 1 plans

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125 High StreetSuite 1802Boston, MA 02110
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$176,591

2024 Contributions

$39,726

Historical Graphs

Total Assets Over Time

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

$866,896$433,448$0200820162024YearValue
$176,591Latest year 2024

Participants Over Time

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

530200820162024YearValue
4Latest 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
202414$176,591$39,726$9,932iApproximate average salary by contribution assumption: employee only about $248,288 at 4% or $165,525 at 6%; with 50% employer match about $165,525 at 4% or $110,350 at 6%; with 100% employer match about $124,144 at 4% or $82,763 at 6%.
Mary M.B. Wakefield Charitable Trust 401K Plan-4$176,591$39,726$9,932iApproximate average salary by contribution assumption: employee only about $248,288 at 4% or $165,525 at 6%; with 50% employer match about $165,525 at 4% or $110,350 at 6%; with 100% employer match about $124,144 at 4% or $82,763 at 6%.
202314$133,794$39,599$9,900iApproximate average salary by contribution assumption: employee only about $247,494 at 4% or $164,996 at 6%; with 50% employer match about $164,996 at 4% or $109,997 at 6%; with 100% employer match about $123,747 at 4% or $82,498 at 6%.
Mary M.B. Wakefield Charitable Trust 401K Plan-4$133,794$39,599$9,900iApproximate average salary by contribution assumption: employee only about $247,494 at 4% or $164,996 at 6%; with 50% employer match about $164,996 at 4% or $109,997 at 6%; with 100% employer match about $123,747 at 4% or $82,498 at 6%.
202214$557,598$42,894$10,724iApproximate average salary by contribution assumption: employee only about $268,088 at 4% or $178,725 at 6%; with 50% employer match about $178,725 at 4% or $119,150 at 6%; with 100% employer match about $134,044 at 4% or $89,363 at 6%.
Mary M.B. Wakefield Charitable Trust 401K Plan-4$557,598$42,894$10,724iApproximate average salary by contribution assumption: employee only about $268,088 at 4% or $178,725 at 6%; with 50% employer match about $178,725 at 4% or $119,150 at 6%; with 100% employer match about $134,044 at 4% or $89,363 at 6%.
202115$866,896$48,211$9,642iApproximate average salary by contribution assumption: employee only about $241,055 at 4% or $160,703 at 6%; with 50% employer match about $160,703 at 4% or $107,136 at 6%; with 100% employer match about $120,528 at 4% or $80,352 at 6%.
Mary M.B. Wakefield Charitable Trust 401K Plan-5$866,896$48,211$9,642iApproximate average salary by contribution assumption: employee only about $241,055 at 4% or $160,703 at 6%; with 50% employer match about $160,703 at 4% or $107,136 at 6%; with 100% employer match about $120,528 at 4% or $80,352 at 6%.
202014$735,417$59,002$14,751iApproximate average salary by contribution assumption: employee only about $368,763 at 4% or $245,842 at 6%; with 50% employer match about $245,842 at 4% or $163,894 at 6%; with 100% employer match about $184,381 at 4% or $122,921 at 6%.
Mary M.B. Wakefield Charitable Trust 401K Plan-4$735,417$59,002$14,751iApproximate average salary by contribution assumption: employee only about $368,763 at 4% or $245,842 at 6%; with 50% employer match about $245,842 at 4% or $163,894 at 6%; with 100% employer match about $184,381 at 4% or $122,921 at 6%.
201914$615,173$56,213$14,053iApproximate average salary by contribution assumption: employee only about $351,331 at 4% or $234,221 at 6%; with 50% employer match about $234,221 at 4% or $156,147 at 6%; with 100% employer match about $175,666 at 4% or $117,110 at 6%.
Mary M.B. Wakefield Charitable Trust 401K Plan-4$615,173$56,213$14,053iApproximate average salary by contribution assumption: employee only about $351,331 at 4% or $234,221 at 6%; with 50% employer match about $234,221 at 4% or $156,147 at 6%; with 100% employer match about $175,666 at 4% or $117,110 at 6%.
201814$458,663$42,641$10,660iApproximate average salary by contribution assumption: employee only about $266,506 at 4% or $177,671 at 6%; with 50% employer match about $177,671 at 4% or $118,447 at 6%; with 100% employer match about $133,253 at 4% or $88,835 at 6%.
Mary M.B. Wakefield Charitable Trust 401K Plan-4$458,663$42,641$10,660iApproximate average salary by contribution assumption: employee only about $266,506 at 4% or $177,671 at 6%; with 50% employer match about $177,671 at 4% or $118,447 at 6%; with 100% employer match about $133,253 at 4% or $88,835 at 6%.
201714$487,318$37,659$9,415iApproximate average salary by contribution assumption: employee only about $235,369 at 4% or $156,913 at 6%; with 50% employer match about $156,913 at 4% or $104,608 at 6%; with 100% employer match about $117,684 at 4% or $78,456 at 6%.
Mary M.B. Wakefield Charitable Trust 401K Plan-4$487,318$37,659$9,415iApproximate average salary by contribution assumption: employee only about $235,369 at 4% or $156,913 at 6%; with 50% employer match about $156,913 at 4% or $104,608 at 6%; with 100% employer match about $117,684 at 4% or $78,456 at 6%.
201614$385,316$35,857$8,964iApproximate average salary by contribution assumption: employee only about $224,106 at 4% or $149,404 at 6%; with 50% employer match about $149,404 at 4% or $99,603 at 6%; with 100% employer match about $112,053 at 4% or $74,702 at 6%.
Mary M.B. Wakefield Charitable Trust 401K Plan-4$385,316$35,857$8,964iApproximate average salary by contribution assumption: employee only about $224,106 at 4% or $149,404 at 6%; with 50% employer match about $149,404 at 4% or $99,603 at 6%; with 100% employer match about $112,053 at 4% or $74,702 at 6%.
201514$321,921$33,824$8,456iApproximate average salary by contribution assumption: employee only about $211,400 at 4% or $140,933 at 6%; with 50% employer match about $140,933 at 4% or $93,956 at 6%; with 100% employer match about $105,700 at 4% or $70,467 at 6%.
Mary M.B. Wakefield Charitable Trust 401K Plan-4$321,921$33,824$8,456iApproximate average salary by contribution assumption: employee only about $211,400 at 4% or $140,933 at 6%; with 50% employer match about $140,933 at 4% or $93,956 at 6%; with 100% employer match about $105,700 at 4% or $70,467 at 6%.
201414$295,712$33,742$8,436iApproximate average salary by contribution assumption: employee only about $210,888 at 4% or $140,592 at 6%; with 50% employer match about $140,592 at 4% or $93,728 at 6%; with 100% employer match about $105,444 at 4% or $70,296 at 6%.
Mary M.B. Wakefield Charitable Trust 401K Plan-4$295,712$33,742$8,436iApproximate average salary by contribution assumption: employee only about $210,888 at 4% or $140,592 at 6%; with 50% employer match about $140,592 at 4% or $93,728 at 6%; with 100% employer match about $105,444 at 4% or $70,296 at 6%.
201314$239,441$33,280$8,320iApproximate average salary by contribution assumption: employee only about $208,000 at 4% or $138,667 at 6%; with 50% employer match about $138,667 at 4% or $92,444 at 6%; with 100% employer match about $104,000 at 4% or $69,333 at 6%.
Mary M.B. Wakefield Charitable Trust 401K Plan-4$239,441$33,280$8,320iApproximate average salary by contribution assumption: employee only about $208,000 at 4% or $138,667 at 6%; with 50% employer match about $138,667 at 4% or $92,444 at 6%; with 100% employer match about $104,000 at 4% or $69,333 at 6%.
201214$180,994$38,899$9,725iApproximate average salary by contribution assumption: employee only about $243,119 at 4% or $162,079 at 6%; with 50% employer match about $162,079 at 4% or $108,053 at 6%; with 100% employer match about $121,559 at 4% or $81,040 at 6%.
Mary M.B. Wakefield Charitable Trust 401K Plan-4$180,994$38,899$9,725iApproximate average salary by contribution assumption: employee only about $243,119 at 4% or $162,079 at 6%; with 50% employer match about $162,079 at 4% or $108,053 at 6%; with 100% employer match about $121,559 at 4% or $81,040 at 6%.
201114$128,231$37,536$9,384iApproximate average salary by contribution assumption: employee only about $234,600 at 4% or $156,400 at 6%; with 50% employer match about $156,400 at 4% or $104,267 at 6%; with 100% employer match about $117,300 at 4% or $78,200 at 6%.
Mary M.B. Wakefield Charitable Trust 401K Plan-4$128,231$37,536$9,384iApproximate average salary by contribution assumption: employee only about $234,600 at 4% or $156,400 at 6%; with 50% employer match about $156,400 at 4% or $104,267 at 6%; with 100% employer match about $117,300 at 4% or $78,200 at 6%.
201014$92,023$30,577$7,644iApproximate average salary by contribution assumption: employee only about $191,106 at 4% or $127,404 at 6%; with 50% employer match about $127,404 at 4% or $84,936 at 6%; with 100% employer match about $95,553 at 4% or $63,702 at 6%.
Mary M.B. Wakefield Charitable Trust 401K Plan-4$92,023$30,577$7,644iApproximate average salary by contribution assumption: employee only about $191,106 at 4% or $127,404 at 6%; with 50% employer match about $127,404 at 4% or $84,936 at 6%; with 100% employer match about $95,553 at 4% or $63,702 at 6%.
200914$54,154$27,215$6,804iApproximate average salary by contribution assumption: employee only about $170,094 at 4% or $113,396 at 6%; with 50% employer match about $113,396 at 4% or $75,597 at 6%; with 100% employer match about $85,047 at 4% or $56,698 at 6%.
Mary M.B. Wakefield Charitable Trust 401K Plan-4$54,154$27,215$6,804iApproximate average salary by contribution assumption: employee only about $170,094 at 4% or $113,396 at 6%; with 50% employer match about $113,396 at 4% or $75,597 at 6%; with 100% employer match about $85,047 at 4% or $56,698 at 6%.
200813$21,234$24,218$8,073iApproximate average salary by contribution assumption: employee only about $201,817 at 4% or $134,544 at 6%; with 50% employer match about $134,544 at 4% or $89,696 at 6%; with 100% employer match about $100,908 at 4% or $67,272 at 6%.
Mary M.B. Wakefield Charitable Trust 401K Plan-3$21,234$24,218$8,073iApproximate average salary by contribution assumption: employee only about $201,817 at 4% or $134,544 at 6%; with 50% employer match about $134,544 at 4% or $89,696 at 6%; with 100% employer match about $100,908 at 4% or $67,272 at 6%.