Civic Intelligence

Winthrop Wealth Management LLC

Plan context: Winthrop Investment Management LLC Defined Benefit Pension Plan

EIN 06-1591114 • Boston, MA • 20 filings • 2 plans

109 State St2nd FloorBoston, MA 02109
Current Snapshot

Latest Year

2020

2020 Participants

5

2020 Assets

$3,493,759

2020 Contributions

$89,009

Historical Graphs

Total Assets Over Time

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

$3,493,759$1,746,880$0200420122019YearValue
$3,493,759Latest year 2019

Participants Over Time

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

530200420122019YearValue
5Latest year 2019

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
202010$0$0-
Winthrop Investment Management LLC Defined Benefit Pension Plan-0$0$0-
201915$3,493,759$0-
Winthrop Investment Management LLC Defined Benefit Pension Plan-5$3,493,759--
201815$2,933,907$0-
Winthrop Investment Management LLC Defined Benefit Pension Plan-5$2,933,907--
201725$3,061,341$89,009$17,802iApproximate average salary by contribution assumption: employee only about $445,045 at 4% or $296,697 at 6%; with 50% employer match about $296,697 at 4% or $197,798 at 6%; with 100% employer match about $222,523 at 4% or $148,348 at 6%.
Winthrop Investment Management LLC Defined Benefit Pension Plan-5$3,061,341--
WINTHROP INVESTMENT MANAGEMENT 401 K PROFIT SHARING PLAN TRUST-0$0$89,009-
201625$2,896,723$216,130$43,226iApproximate average salary by contribution assumption: employee only about $1,080,650 at 4% or $720,433 at 6%; with 50% employer match about $720,433 at 4% or $480,289 at 6%; with 100% employer match about $540,325 at 4% or $360,217 at 6%.
Winthrop Investment Management LLC Defined Benefit Pension Plan-5$2,711,251$105,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
WINTHROP INVESTMENT MANAGEMENT 401 K PROFIT SHARING PLAN TRUST-5$185,472$111,130$22,226iApproximate average salary by contribution assumption: employee only about $555,650 at 4% or $370,433 at 6%; with 50% employer match about $370,433 at 4% or $246,956 at 6%; with 100% employer match about $277,825 at 4% or $185,217 at 6%.
201525$2,535,289$165,911$33,182iApproximate average salary by contribution assumption: employee only about $829,555 at 4% or $553,037 at 6%; with 50% employer match about $553,037 at 4% or $368,691 at 6%; with 100% employer match about $414,777 at 4% or $276,518 at 6%.
Winthrop Investment Management LLC Defined Benefit Pension Plan-5$2,469,735$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
WINTHROP INVESTMENT MANAGEMENT 401 K PROFIT SHARING PLAN TRUST-4$65,554$65,911$16,478iApproximate average salary by contribution assumption: employee only about $411,944 at 4% or $274,629 at 6%; with 50% employer match about $274,629 at 4% or $183,086 at 6%; with 100% employer match about $205,972 at 4% or $137,315 at 6%.
201415$2,457,766$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Winthrop Investment Management LLC Defined Benefit Pension Plan-5$2,457,766$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
201314$2,164,191$210,000$52,500iApproximate average salary by contribution assumption: employee only about $1,312,500 at 4% or $875,000 at 6%; with 50% employer match about $875,000 at 4% or $583,333 at 6%; with 100% employer match about $656,250 at 4% or $437,500 at 6%.
Winthrop Investment Management LLC Defined Benefit Pension Plan-4$2,164,191$210,000$52,500iApproximate average salary by contribution assumption: employee only about $1,312,500 at 4% or $875,000 at 6%; with 50% employer match about $875,000 at 4% or $583,333 at 6%; with 100% employer match about $656,250 at 4% or $437,500 at 6%.
201214$1,736,840$195,000$48,750iApproximate average salary by contribution assumption: employee only about $1,218,750 at 4% or $812,500 at 6%; with 50% employer match about $812,500 at 4% or $541,667 at 6%; with 100% employer match about $609,375 at 4% or $406,250 at 6%.
Winthrop Investment Management LLC Defined Benefit Pension Plan-4$1,736,840$195,000$48,750iApproximate average salary by contribution assumption: employee only about $1,218,750 at 4% or $812,500 at 6%; with 50% employer match about $812,500 at 4% or $541,667 at 6%; with 100% employer match about $609,375 at 4% or $406,250 at 6%.
201113$1,360,477$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Winthrop Investment Management LLC Defined Benefit Pension Plan-3$1,360,477$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
201014$1,218,808$240,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
Winthrop Investment Management LLC Defined Benefit Pension Plan-4$1,218,808$240,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
200913$829,986$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Winthrop Investment Management LLC Defined Benefit Pension Plan-3$829,986$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
200813$556,298$156,858$52,286iApproximate average salary by contribution assumption: employee only about $1,307,150 at 4% or $871,433 at 6%; with 50% employer match about $871,433 at 4% or $580,956 at 6%; with 100% employer match about $653,575 at 4% or $435,717 at 6%.
Winthrop Investment Management LLC Defined Benefit Pension Plan-3$556,298$156,858$52,286iApproximate average salary by contribution assumption: employee only about $1,307,150 at 4% or $871,433 at 6%; with 50% employer match about $871,433 at 4% or $580,956 at 6%; with 100% employer match about $653,575 at 4% or $435,717 at 6%.
200713$0$0-
Winthrop Investment Management LLC Defined Benefit Pension Plan-3---
200613$446,630$160,000$53,333iApproximate average salary by contribution assumption: employee only about $1,333,333 at 4% or $888,889 at 6%; with 50% employer match about $888,889 at 4% or $592,593 at 6%; with 100% employer match about $666,667 at 4% or $444,444 at 6%.
Winthrop Investment Management LLC Defined Benefit Pension Plan-3$446,630$160,000$53,333iApproximate average salary by contribution assumption: employee only about $1,333,333 at 4% or $888,889 at 6%; with 50% employer match about $888,889 at 4% or $592,593 at 6%; with 100% employer match about $666,667 at 4% or $444,444 at 6%.
200513$269,642$132,923$44,308iApproximate average salary by contribution assumption: employee only about $1,107,692 at 4% or $738,461 at 6%; with 50% employer match about $738,461 at 4% or $492,307 at 6%; with 100% employer match about $553,846 at 4% or $369,231 at 6%.
Winthrop Investment Management LLC Defined Benefit Pension Plan-3$269,642$132,923$44,308iApproximate average salary by contribution assumption: employee only about $1,107,692 at 4% or $738,461 at 6%; with 50% employer match about $738,461 at 4% or $492,307 at 6%; with 100% employer match about $553,846 at 4% or $369,231 at 6%.
200413$130,960$130,960$43,653iApproximate average salary by contribution assumption: employee only about $1,091,333 at 4% or $727,556 at 6%; with 50% employer match about $727,556 at 4% or $485,037 at 6%; with 100% employer match about $545,667 at 4% or $363,778 at 6%.
Winthrop Investment Management LLC Defined Benefit Pension Plan-3$130,960$130,960$43,653iApproximate average salary by contribution assumption: employee only about $1,091,333 at 4% or $727,556 at 6%; with 50% employer match about $727,556 at 4% or $485,037 at 6%; with 100% employer match about $545,667 at 4% or $363,778 at 6%.