Civic Intelligence

THE AM FUND

Plan context: THE AM FUND 401 (K) PROFIT SHARING PLAN & TRUST

EIN 04-6956130 • Boston, MA • 10 filings • 3 plans

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400 Atlantic AveBoston, MA 02110-3331
Current Snapshot

Latest Year

2017

2017 Participants

1

2017 Assets

$190,495

2017 Contributions

$200

Historical Graphs

Total Assets Over Time

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

$190,495$95,248$0200920132016YearValue
$190,495Latest year 2016

Participants Over Time

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

110200920132016YearValue
1Latest year 2016

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
201710$0$200-
THE AM FUND 401 (K) PROFIT SHARING PLAN & TRUST-0$0$200-
201611$190,495$24,933$24,933iApproximate average salary by contribution assumption: employee only about $623,325 at 4% or $415,550 at 6%; with 50% employer match about $415,550 at 4% or $277,033 at 6%; with 100% employer match about $311,663 at 4% or $207,775 at 6%.
THE AM FUND 401 K PROFIT SHARING PLAN TRUST-1$190,495$24,933$24,933iApproximate average salary by contribution assumption: employee only about $623,325 at 4% or $415,550 at 6%; with 50% employer match about $415,550 at 4% or $277,033 at 6%; with 100% employer match about $311,663 at 4% or $207,775 at 6%.
201511$153,906$27,200$27,200iApproximate average salary by contribution assumption: employee only about $680,000 at 4% or $453,333 at 6%; with 50% employer match about $453,333 at 4% or $302,222 at 6%; with 100% employer match about $340,000 at 4% or $226,667 at 6%.
THE AM FUND 401 K PROFIT SHARING PLAN TRUST-1$153,906$27,200$27,200iApproximate average salary by contribution assumption: employee only about $680,000 at 4% or $453,333 at 6%; with 50% employer match about $453,333 at 4% or $302,222 at 6%; with 100% employer match about $340,000 at 4% or $226,667 at 6%.
201411$127,739$27,100$27,100iApproximate average salary by contribution assumption: employee only about $677,500 at 4% or $451,667 at 6%; with 50% employer match about $451,667 at 4% or $301,111 at 6%; with 100% employer match about $338,750 at 4% or $225,833 at 6%.
THE AM FUND 401 K PROFIT SHARING PLAN TRUST-1$127,739$27,100$27,100iApproximate average salary by contribution assumption: employee only about $677,500 at 4% or $451,667 at 6%; with 50% employer match about $451,667 at 4% or $301,111 at 6%; with 100% employer match about $338,750 at 4% or $225,833 at 6%.
201311$92,043$27,100$27,100iApproximate average salary by contribution assumption: employee only about $677,500 at 4% or $451,667 at 6%; with 50% employer match about $451,667 at 4% or $301,111 at 6%; with 100% employer match about $338,750 at 4% or $225,833 at 6%.
THE AM FUND 401 K PROFIT SHARING PLAN TRUST-1$92,043$27,100$27,100iApproximate average salary by contribution assumption: employee only about $677,500 at 4% or $451,667 at 6%; with 50% employer match about $451,667 at 4% or $301,111 at 6%; with 100% employer match about $338,750 at 4% or $225,833 at 6%.
201211$53,858$25,700$25,700iApproximate average salary by contribution assumption: employee only about $642,500 at 4% or $428,333 at 6%; with 50% employer match about $428,333 at 4% or $285,556 at 6%; with 100% employer match about $321,250 at 4% or $214,167 at 6%.
THE AM FUND 401 K PROFIT SHARING PLAN TRUST-1$53,858$25,700$25,700iApproximate average salary by contribution assumption: employee only about $642,500 at 4% or $428,333 at 6%; with 50% employer match about $428,333 at 4% or $285,556 at 6%; with 100% employer match about $321,250 at 4% or $214,167 at 6%.
201111$24,516$21,300$21,300iApproximate average salary by contribution assumption: employee only about $532,500 at 4% or $355,000 at 6%; with 50% employer match about $355,000 at 4% or $236,667 at 6%; with 100% employer match about $266,250 at 4% or $177,500 at 6%.
THE AM FUND 401 K PROFIT SHARING PLAN TRUST-1$24,516$21,300$21,300iApproximate average salary by contribution assumption: employee only about $532,500 at 4% or $355,000 at 6%; with 50% employer match about $355,000 at 4% or $236,667 at 6%; with 100% employer match about $266,250 at 4% or $177,500 at 6%.
201021$3,728$3,600$3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%.
THE AM FUND 401 K PROFIT SHARING PLAN TRUST-1$3,728$3,600$3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%.
THE AM FUND-0$0$0-
200911$7,870$7,869$7,869iApproximate average salary by contribution assumption: employee only about $196,725 at 4% or $131,150 at 6%; with 50% employer match about $131,150 at 4% or $87,433 at 6%; with 100% employer match about $98,363 at 4% or $65,575 at 6%.
THE AM FUND-1$7,870$7,869$7,869iApproximate average salary by contribution assumption: employee only about $196,725 at 4% or $131,150 at 6%; with 50% employer match about $131,150 at 4% or $87,433 at 6%; with 100% employer match about $98,363 at 4% or $65,575 at 6%.