Civic Intelligence

Massaro Wealth Management

Plan context: Mwm 401(K) Plan

EIN 06-1544276 • Wethersfield, CT • 13 filings • 2 plans

75 Garden StreetWethersfield, CT 06109
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,346,461

2024 Contributions

$409,449

Historical Graphs

Total Assets Over Time

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

$2,346,461$1,173,231$0201520202024YearValue
$2,346,461Latest year 2024

Participants Over Time

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

740201520202024YearValue
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
202427$2,346,461$409,449$58,493iApproximate average salary by contribution assumption: employee only about $1,462,318 at 4% or $974,879 at 6%; with 50% employer match about $974,879 at 4% or $649,919 at 6%; with 100% employer match about $731,159 at 4% or $487,439 at 6%.
Mwm 401(K) Plan-7$1,476,769$112,231$16,033iApproximate average salary by contribution assumption: employee only about $400,825 at 4% or $267,217 at 6%; with 50% employer match about $267,217 at 4% or $178,144 at 6%; with 100% employer match about $200,413 at 4% or $133,608 at 6%.
MASSARO WEALTH MANAGEMENT LLC CASH BALANCE PENSION PLAN-6$869,692$297,218$49,536iApproximate average salary by contribution assumption: employee only about $1,238,408 at 4% or $825,606 at 6%; with 50% employer match about $825,606 at 4% or $550,404 at 6%; with 100% employer match about $619,204 at 4% or $412,803 at 6%.
202327$1,797,533$434,778$62,111iApproximate average salary by contribution assumption: employee only about $1,552,779 at 4% or $1,035,186 at 6%; with 50% employer match about $1,035,186 at 4% or $690,124 at 6%; with 100% employer match about $776,389 at 4% or $517,593 at 6%.
Mwm 401(K) Plan-7$1,181,220$116,113$16,588iApproximate average salary by contribution assumption: employee only about $414,689 at 4% or $276,460 at 6%; with 50% employer match about $276,460 at 4% or $184,306 at 6%; with 100% employer match about $207,345 at 4% or $138,230 at 6%.
MASSARO WEALTH MANAGEMENT LLC CASH BALANCE PENSION PLAN-6$616,313$318,665$53,111iApproximate average salary by contribution assumption: employee only about $1,327,771 at 4% or $885,181 at 6%; with 50% employer match about $885,181 at 4% or $590,120 at 6%; with 100% employer match about $663,885 at 4% or $442,590 at 6%.
202227$1,248,760$499,329$71,333iApproximate average salary by contribution assumption: employee only about $1,783,318 at 4% or $1,188,879 at 6%; with 50% employer match about $1,188,879 at 4% or $792,586 at 6%; with 100% employer match about $891,659 at 4% or $594,439 at 6%.
Mwm 401(K) Plan-7$902,355$128,206$18,315iApproximate average salary by contribution assumption: employee only about $457,879 at 4% or $305,252 at 6%; with 50% employer match about $305,252 at 4% or $203,502 at 6%; with 100% employer match about $228,939 at 4% or $152,626 at 6%.
MASSARO WEALTH MANAGEMENT LLC CASH BALANCE PENSION PLAN-6$346,405$371,123$61,854iApproximate average salary by contribution assumption: employee only about $1,546,346 at 4% or $1,030,897 at 6%; with 50% employer match about $1,030,897 at 4% or $687,265 at 6%; with 100% employer match about $773,173 at 4% or $515,449 at 6%.
202116$930,514$123,538$20,590iApproximate average salary by contribution assumption: employee only about $514,742 at 4% or $343,161 at 6%; with 50% employer match about $343,161 at 4% or $228,774 at 6%; with 100% employer match about $257,371 at 4% or $171,581 at 6%.
Mwm 401(K) Plan-6$930,514$123,538$20,590iApproximate average salary by contribution assumption: employee only about $514,742 at 4% or $343,161 at 6%; with 50% employer match about $343,161 at 4% or $228,774 at 6%; with 100% employer match about $257,371 at 4% or $171,581 at 6%.
202016$692,982$109,459$18,243iApproximate average salary by contribution assumption: employee only about $456,079 at 4% or $304,053 at 6%; with 50% employer match about $304,053 at 4% or $202,702 at 6%; with 100% employer match about $228,040 at 4% or $152,026 at 6%.
Mwm 401(K) Plan-6$692,982$109,459$18,243iApproximate average salary by contribution assumption: employee only about $456,079 at 4% or $304,053 at 6%; with 50% employer match about $304,053 at 4% or $202,702 at 6%; with 100% employer match about $228,040 at 4% or $152,026 at 6%.
201914$492,006$85,937$21,484iApproximate average salary by contribution assumption: employee only about $537,106 at 4% or $358,071 at 6%; with 50% employer match about $358,071 at 4% or $238,714 at 6%; with 100% employer match about $268,553 at 4% or $179,035 at 6%.
Mwm 401(K) Plan-4$492,006$85,937$21,484iApproximate average salary by contribution assumption: employee only about $537,106 at 4% or $358,071 at 6%; with 50% employer match about $358,071 at 4% or $238,714 at 6%; with 100% employer match about $268,553 at 4% or $179,035 at 6%.
201815$322,795$89,021$17,804iApproximate average salary by contribution assumption: employee only about $445,105 at 4% or $296,737 at 6%; with 50% employer match about $296,737 at 4% or $197,824 at 6%; with 100% employer match about $222,553 at 4% or $148,368 at 6%.
Mwm 401(K) Plan-5$322,795$89,021$17,804iApproximate average salary by contribution assumption: employee only about $445,105 at 4% or $296,737 at 6%; with 50% employer match about $296,737 at 4% or $197,824 at 6%; with 100% employer match about $222,553 at 4% or $148,368 at 6%.
201714$258,360$88,684$22,171iApproximate average salary by contribution assumption: employee only about $554,275 at 4% or $369,517 at 6%; with 50% employer match about $369,517 at 4% or $246,344 at 6%; with 100% employer match about $277,138 at 4% or $184,758 at 6%.
Mwm 401(K) Plan-4$258,360$88,684$22,171iApproximate average salary by contribution assumption: employee only about $554,275 at 4% or $369,517 at 6%; with 50% employer match about $369,517 at 4% or $246,344 at 6%; with 100% employer match about $277,138 at 4% or $184,758 at 6%.
201614$129,176$77,389$19,347iApproximate average salary by contribution assumption: employee only about $483,681 at 4% or $322,454 at 6%; with 50% employer match about $322,454 at 4% or $214,969 at 6%; with 100% employer match about $241,841 at 4% or $161,227 at 6%.
Mwm 401(K) Plan-4$129,176$77,389$19,347iApproximate average salary by contribution assumption: employee only about $483,681 at 4% or $322,454 at 6%; with 50% employer match about $322,454 at 4% or $214,969 at 6%; with 100% employer match about $241,841 at 4% or $161,227 at 6%.
201514$41,444$41,901$10,475iApproximate average salary by contribution assumption: employee only about $261,881 at 4% or $174,588 at 6%; with 50% employer match about $174,588 at 4% or $116,392 at 6%; with 100% employer match about $130,941 at 4% or $87,294 at 6%.
Mwm 401(K) Plan-4$41,444$41,901$10,475iApproximate average salary by contribution assumption: employee only about $261,881 at 4% or $174,588 at 6%; with 50% employer match about $174,588 at 4% or $116,392 at 6%; with 100% employer match about $130,941 at 4% or $87,294 at 6%.