Civic Intelligence

SIEFERT ASSOCIATES, LLC

Plan context: SIEFERT ASSOCIATES, LLC 401K PLAN

EIN 06-1585829 • Watertown, CT • 18 filings • 2 plans

27 Siemon Company DriveSuite 200WWatertown, CT 06795
Current Snapshot

Latest Year

2025

2025 Participants

39

2025 Assets

$4,654,693

2025 Contributions

$537,043

Historical Graphs

Total Assets Over Time

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

$4,654,693$2,327,347$0200820162024YearValue
$4,654,693Latest year 2024

Participants Over Time

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

45230200820162024YearValue
39Latest 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
202510$0$0-
SIEFERT ASSOCIATES, LLC 401K PLAN-0$0$0-
2024139$4,654,693$537,043$13,770iApproximate average salary by contribution assumption: employee only about $344,258 at 4% or $229,506 at 6%; with 50% employer match about $229,506 at 4% or $153,004 at 6%; with 100% employer match about $172,129 at 4% or $114,753 at 6%.
SIEFERT ASSOCIATES, LLC 401K PLAN-39$4,654,693$537,043$13,770iApproximate average salary by contribution assumption: employee only about $344,258 at 4% or $229,506 at 6%; with 50% employer match about $229,506 at 4% or $153,004 at 6%; with 100% employer match about $172,129 at 4% or $114,753 at 6%.
2023139$4,232,127$503,478$12,910iApproximate average salary by contribution assumption: employee only about $322,742 at 4% or $215,162 at 6%; with 50% employer match about $215,162 at 4% or $143,441 at 6%; with 100% employer match about $161,371 at 4% or $107,581 at 6%.
SIEFERT ASSOCIATES, LLC 401K PLAN-39$4,232,127$503,478$12,910iApproximate average salary by contribution assumption: employee only about $322,742 at 4% or $215,162 at 6%; with 50% employer match about $215,162 at 4% or $143,441 at 6%; with 100% employer match about $161,371 at 4% or $107,581 at 6%.
2022145$3,642,897$736,862$16,375iApproximate average salary by contribution assumption: employee only about $409,368 at 4% or $272,912 at 6%; with 50% employer match about $272,912 at 4% or $181,941 at 6%; with 100% employer match about $204,684 at 4% or $136,456 at 6%.
SIEFERT ASSOCIATES, LLC 401K PLAN-45$3,642,897$736,862$16,375iApproximate average salary by contribution assumption: employee only about $409,368 at 4% or $272,912 at 6%; with 50% employer match about $272,912 at 4% or $181,941 at 6%; with 100% employer match about $204,684 at 4% or $136,456 at 6%.
2021136$4,216,799$387,356$10,760iApproximate average salary by contribution assumption: employee only about $268,997 at 4% or $179,331 at 6%; with 50% employer match about $179,331 at 4% or $119,554 at 6%; with 100% employer match about $134,499 at 4% or $89,666 at 6%.
SIEFERT ASSOCIATES, LLC 401K PLAN-36$4,216,799$387,356$10,760iApproximate average salary by contribution assumption: employee only about $268,997 at 4% or $179,331 at 6%; with 50% employer match about $179,331 at 4% or $119,554 at 6%; with 100% employer match about $134,499 at 4% or $89,666 at 6%.
2020133$3,347,885$362,172$10,975iApproximate average salary by contribution assumption: employee only about $274,373 at 4% or $182,915 at 6%; with 50% employer match about $182,915 at 4% or $121,943 at 6%; with 100% employer match about $137,186 at 4% or $91,458 at 6%.
SIEFERT ASSOCIATES, LLC 401K PLAN-33$3,347,885$362,172$10,975iApproximate average salary by contribution assumption: employee only about $274,373 at 4% or $182,915 at 6%; with 50% employer match about $182,915 at 4% or $121,943 at 6%; with 100% employer match about $137,186 at 4% or $91,458 at 6%.
2019135$2,639,566$312,819$8,938iApproximate average salary by contribution assumption: employee only about $223,442 at 4% or $148,961 at 6%; with 50% employer match about $148,961 at 4% or $99,308 at 6%; with 100% employer match about $111,721 at 4% or $74,481 at 6%.
SIEFERT ASSOCIATES, LLC 401K PLAN-35$2,639,566$312,819$8,938iApproximate average salary by contribution assumption: employee only about $223,442 at 4% or $148,961 at 6%; with 50% employer match about $148,961 at 4% or $99,308 at 6%; with 100% employer match about $111,721 at 4% or $74,481 at 6%.
2018133$2,596,757$348,815$10,570iApproximate average salary by contribution assumption: employee only about $264,254 at 4% or $176,169 at 6%; with 50% employer match about $176,169 at 4% or $117,446 at 6%; with 100% employer match about $132,127 at 4% or $88,085 at 6%.
SIEFERT ASSOCIATES, LLC 401K PLAN-33$2,596,757$348,815$10,570iApproximate average salary by contribution assumption: employee only about $264,254 at 4% or $176,169 at 6%; with 50% employer match about $176,169 at 4% or $117,446 at 6%; with 100% employer match about $132,127 at 4% or $88,085 at 6%.
2017130$2,442,127$255,760$8,525iApproximate average salary by contribution assumption: employee only about $213,133 at 4% or $142,089 at 6%; with 50% employer match about $142,089 at 4% or $94,726 at 6%; with 100% employer match about $106,567 at 4% or $71,044 at 6%.
SIEFERT ASSOCIATES, LLC 401K PLAN-30$2,442,127$255,760$8,525iApproximate average salary by contribution assumption: employee only about $213,133 at 4% or $142,089 at 6%; with 50% employer match about $142,089 at 4% or $94,726 at 6%; with 100% employer match about $106,567 at 4% or $71,044 at 6%.
2016124$1,911,148$630,459$26,269iApproximate average salary by contribution assumption: employee only about $656,728 at 4% or $437,819 at 6%; with 50% employer match about $437,819 at 4% or $291,879 at 6%; with 100% employer match about $328,364 at 4% or $218,909 at 6%.
SIEFERT ASSOCIATES, LLC 401K PLAN-24$1,911,148$630,459$26,269iApproximate average salary by contribution assumption: employee only about $656,728 at 4% or $437,819 at 6%; with 50% employer match about $437,819 at 4% or $291,879 at 6%; with 100% employer match about $328,364 at 4% or $218,909 at 6%.
2015120$1,130,176$252,631$12,632iApproximate average salary by contribution assumption: employee only about $315,789 at 4% or $210,526 at 6%; with 50% employer match about $210,526 at 4% or $140,351 at 6%; with 100% employer match about $157,894 at 4% or $105,263 at 6%.
SIEFERT ASSOCIATES, LLC 401K PLAN-20$1,130,176$252,631$12,632iApproximate average salary by contribution assumption: employee only about $315,789 at 4% or $210,526 at 6%; with 50% employer match about $210,526 at 4% or $140,351 at 6%; with 100% employer match about $157,894 at 4% or $105,263 at 6%.
2014121$936,895$164,628$7,839iApproximate average salary by contribution assumption: employee only about $195,986 at 4% or $130,657 at 6%; with 50% employer match about $130,657 at 4% or $87,105 at 6%; with 100% employer match about $97,993 at 4% or $65,329 at 6%.
SIEFERT ASSOCIATES, LLC 401K PLAN-21$936,895$164,628$7,839iApproximate average salary by contribution assumption: employee only about $195,986 at 4% or $130,657 at 6%; with 50% employer match about $130,657 at 4% or $87,105 at 6%; with 100% employer match about $97,993 at 4% or $65,329 at 6%.
2013118$756,114$172,072$9,560iApproximate average salary by contribution assumption: employee only about $238,989 at 4% or $159,326 at 6%; with 50% employer match about $159,326 at 4% or $106,217 at 6%; with 100% employer match about $119,494 at 4% or $79,663 at 6%.
SIEFERT ASSOCIATES, LLC 401K PLAN-18$756,114$172,072$9,560iApproximate average salary by contribution assumption: employee only about $238,989 at 4% or $159,326 at 6%; with 50% employer match about $159,326 at 4% or $106,217 at 6%; with 100% employer match about $119,494 at 4% or $79,663 at 6%.
2012117$573,135$166,996$9,823iApproximate average salary by contribution assumption: employee only about $245,582 at 4% or $163,722 at 6%; with 50% employer match about $163,722 at 4% or $109,148 at 6%; with 100% employer match about $122,791 at 4% or $81,861 at 6%.
SIEFERT ASSOCIATES, LLC 401K PLAN-17$573,135$166,996$9,823iApproximate average salary by contribution assumption: employee only about $245,582 at 4% or $163,722 at 6%; with 50% employer match about $163,722 at 4% or $109,148 at 6%; with 100% employer match about $122,791 at 4% or $81,861 at 6%.
2011115$359,631$114,181$7,612iApproximate average salary by contribution assumption: employee only about $190,302 at 4% or $126,868 at 6%; with 50% employer match about $126,868 at 4% or $84,579 at 6%; with 100% employer match about $95,151 at 4% or $63,434 at 6%.
SIEFERT ASSOCIATES, LLC 401K PLAN-15$359,631$114,181$7,612iApproximate average salary by contribution assumption: employee only about $190,302 at 4% or $126,868 at 6%; with 50% employer match about $126,868 at 4% or $84,579 at 6%; with 100% employer match about $95,151 at 4% or $63,434 at 6%.
201018$285,976$199,390$24,924iApproximate average salary by contribution assumption: employee only about $623,094 at 4% or $415,396 at 6%; with 50% employer match about $415,396 at 4% or $276,931 at 6%; with 100% employer match about $311,547 at 4% or $207,698 at 6%.
SIEFERT ASSOCIATES, LLC 401K PLAN-8$285,976$199,390$24,924iApproximate average salary by contribution assumption: employee only about $623,094 at 4% or $415,396 at 6%; with 50% employer match about $415,396 at 4% or $276,931 at 6%; with 100% employer match about $311,547 at 4% or $207,698 at 6%.
200915$65,528$32,107$6,421iApproximate average salary by contribution assumption: employee only about $160,535 at 4% or $107,023 at 6%; with 50% employer match about $107,023 at 4% or $71,349 at 6%; with 100% employer match about $80,268 at 4% or $53,512 at 6%.
SIEFERT ASSOCIATES, LLC 401(K) PLAN-5$65,528$32,107$6,421iApproximate average salary by contribution assumption: employee only about $160,535 at 4% or $107,023 at 6%; with 50% employer match about $107,023 at 4% or $71,349 at 6%; with 100% employer match about $80,268 at 4% or $53,512 at 6%.
200817$26,527$32,395$4,628iApproximate average salary by contribution assumption: employee only about $115,696 at 4% or $77,131 at 6%; with 50% employer match about $77,131 at 4% or $51,421 at 6%; with 100% employer match about $57,848 at 4% or $38,565 at 6%.
SIEFERT ASSOCIATES, LLC 401K PLAN-7$26,527$32,395$4,628iApproximate average salary by contribution assumption: employee only about $115,696 at 4% or $77,131 at 6%; with 50% employer match about $77,131 at 4% or $51,421 at 6%; with 100% employer match about $57,848 at 4% or $38,565 at 6%.