Civic Intelligence

Watkins Financial

Plan context: Watkins Financial 401(K) Plan

EIN 11-3694800 • North Andover, MA • 20 filings • 6 plans

30 Massachusetts Avenue Suite 305North Andover, MA 01845
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$306,097

2023 Contributions

$22,650

Historical Graphs

Total Assets Over Time

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

$495,475$247,738$0200420132022YearValue
$306,097Latest year 2022

Participants Over Time

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

530200420132022YearValue
2Latest year 2022

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
202310$0$22,650-
Watkins Financial 401(K) Plan-0$0$22,650-
202212$306,097$31,972$15,986iApproximate average salary by contribution assumption: employee only about $399,650 at 4% or $266,433 at 6%; with 50% employer match about $266,433 at 4% or $177,622 at 6%; with 100% employer match about $199,825 at 4% or $133,217 at 6%.
Watkins Financial 401(K) Plan-2$306,097$31,972$15,986iApproximate average salary by contribution assumption: employee only about $399,650 at 4% or $266,433 at 6%; with 50% employer match about $266,433 at 4% or $177,622 at 6%; with 100% employer match about $199,825 at 4% or $133,217 at 6%.
202112$331,006$32,775$16,388iApproximate average salary by contribution assumption: employee only about $409,688 at 4% or $273,125 at 6%; with 50% employer match about $273,125 at 4% or $182,083 at 6%; with 100% employer match about $204,844 at 4% or $136,563 at 6%.
Watkins Financial 401(K) Plan-2$331,006$32,775$16,388iApproximate average salary by contribution assumption: employee only about $409,688 at 4% or $273,125 at 6%; with 50% employer match about $273,125 at 4% or $182,083 at 6%; with 100% employer match about $204,844 at 4% or $136,563 at 6%.
202012$273,083$40,112$20,056iApproximate average salary by contribution assumption: employee only about $501,400 at 4% or $334,267 at 6%; with 50% employer match about $334,267 at 4% or $222,844 at 6%; with 100% employer match about $250,700 at 4% or $167,133 at 6%.
Watkins Financial 401(K) Plan-2$273,083$40,112$20,056iApproximate average salary by contribution assumption: employee only about $501,400 at 4% or $334,267 at 6%; with 50% employer match about $334,267 at 4% or $222,844 at 6%; with 100% employer match about $250,700 at 4% or $167,133 at 6%.
201912$475,453$35,401$17,701iApproximate average salary by contribution assumption: employee only about $442,513 at 4% or $295,008 at 6%; with 50% employer match about $295,008 at 4% or $196,672 at 6%; with 100% employer match about $221,256 at 4% or $147,504 at 6%.
Watkins Financial 401(K) Plan-2$475,453$35,401$17,701iApproximate average salary by contribution assumption: employee only about $442,513 at 4% or $295,008 at 6%; with 50% employer match about $295,008 at 4% or $196,672 at 6%; with 100% employer match about $221,256 at 4% or $147,504 at 6%.
201812$367,646$53,242$26,621iApproximate average salary by contribution assumption: employee only about $665,525 at 4% or $443,683 at 6%; with 50% employer match about $443,683 at 4% or $295,789 at 6%; with 100% employer match about $332,763 at 4% or $221,842 at 6%.
Watkins Financial 401(K) Plan-2$367,646$53,242$26,621iApproximate average salary by contribution assumption: employee only about $665,525 at 4% or $443,683 at 6%; with 50% employer match about $443,683 at 4% or $295,789 at 6%; with 100% employer match about $332,763 at 4% or $221,842 at 6%.
201713$453,210$53,214$17,738iApproximate average salary by contribution assumption: employee only about $443,450 at 4% or $295,633 at 6%; with 50% employer match about $295,633 at 4% or $197,089 at 6%; with 100% employer match about $221,725 at 4% or $147,817 at 6%.
Watkins Financial 401(K) Plan-3$453,210$53,214$17,738iApproximate average salary by contribution assumption: employee only about $443,450 at 4% or $295,633 at 6%; with 50% employer match about $295,633 at 4% or $197,089 at 6%; with 100% employer match about $221,725 at 4% or $147,817 at 6%.
201613$349,574$80,168$26,723iApproximate average salary by contribution assumption: employee only about $668,067 at 4% or $445,378 at 6%; with 50% employer match about $445,378 at 4% or $296,919 at 6%; with 100% employer match about $334,033 at 4% or $222,689 at 6%.
Watkins Financial 401(K) Plan-3$349,574$80,168$26,723iApproximate average salary by contribution assumption: employee only about $668,067 at 4% or $445,378 at 6%; with 50% employer match about $445,378 at 4% or $296,919 at 6%; with 100% employer match about $334,033 at 4% or $222,689 at 6%.
201513$269,406$34,491$11,497iApproximate average salary by contribution assumption: employee only about $287,425 at 4% or $191,617 at 6%; with 50% employer match about $191,617 at 4% or $127,744 at 6%; with 100% employer match about $143,713 at 4% or $95,808 at 6%.
Watkins Financial 401(K) Plan-3$269,406$34,491$11,497iApproximate average salary by contribution assumption: employee only about $287,425 at 4% or $191,617 at 6%; with 50% employer match about $191,617 at 4% or $127,744 at 6%; with 100% employer match about $143,713 at 4% or $95,808 at 6%.
201413$238,252$36,809$12,270iApproximate average salary by contribution assumption: employee only about $306,742 at 4% or $204,494 at 6%; with 50% employer match about $204,494 at 4% or $136,330 at 6%; with 100% employer match about $153,371 at 4% or $102,247 at 6%.
Watkins Financial 401(K) Plan-3$238,252$36,809$12,270iApproximate average salary by contribution assumption: employee only about $306,742 at 4% or $204,494 at 6%; with 50% employer match about $204,494 at 4% or $136,330 at 6%; with 100% employer match about $153,371 at 4% or $102,247 at 6%.
201312$191,127$39,098$19,549iApproximate average salary by contribution assumption: employee only about $488,725 at 4% or $325,817 at 6%; with 50% employer match about $325,817 at 4% or $217,211 at 6%; with 100% employer match about $244,363 at 4% or $162,908 at 6%.
Watkins Financial 401(K) Plan-2$191,127$39,098$19,549iApproximate average salary by contribution assumption: employee only about $488,725 at 4% or $325,817 at 6%; with 50% employer match about $325,817 at 4% or $217,211 at 6%; with 100% employer match about $244,363 at 4% or $162,908 at 6%.
201212$130,301$44,941$22,471iApproximate average salary by contribution assumption: employee only about $561,763 at 4% or $374,508 at 6%; with 50% employer match about $374,508 at 4% or $249,672 at 6%; with 100% employer match about $280,881 at 4% or $187,254 at 6%.
Watkins Financial 401(K) Plan-2$130,301$44,941$22,471iApproximate average salary by contribution assumption: employee only about $561,763 at 4% or $374,508 at 6%; with 50% employer match about $374,508 at 4% or $249,672 at 6%; with 100% employer match about $280,881 at 4% or $187,254 at 6%.
201113$495,475$57,973$19,324iApproximate average salary by contribution assumption: employee only about $483,108 at 4% or $322,072 at 6%; with 50% employer match about $322,072 at 4% or $214,715 at 6%; with 100% employer match about $241,554 at 4% or $161,036 at 6%.
Watkins Financial 401(K) Plan-3$495,475$57,973$19,324iApproximate average salary by contribution assumption: employee only about $483,108 at 4% or $322,072 at 6%; with 50% employer match about $322,072 at 4% or $214,715 at 6%; with 100% employer match about $241,554 at 4% or $161,036 at 6%.
201014$463,424$61,152$15,288iApproximate average salary by contribution assumption: employee only about $382,200 at 4% or $254,800 at 6%; with 50% employer match about $254,800 at 4% or $169,867 at 6%; with 100% employer match about $191,100 at 4% or $127,400 at 6%.
Watkins Financial 401(K) Plan-4$463,424$61,152$15,288iApproximate average salary by contribution assumption: employee only about $382,200 at 4% or $254,800 at 6%; with 50% employer match about $254,800 at 4% or $169,867 at 6%; with 100% employer match about $191,100 at 4% or $127,400 at 6%.
200914$347,750$53,952$13,488iApproximate average salary by contribution assumption: employee only about $337,200 at 4% or $224,800 at 6%; with 50% employer match about $224,800 at 4% or $149,867 at 6%; with 100% employer match about $168,600 at 4% or $112,400 at 6%.
Watkins Financial 401(K) Plan-4$347,750$53,952$13,488iApproximate average salary by contribution assumption: employee only about $337,200 at 4% or $224,800 at 6%; with 50% employer match about $224,800 at 4% or $149,867 at 6%; with 100% employer match about $168,600 at 4% or $112,400 at 6%.
200814$229,801$59,542$14,886iApproximate average salary by contribution assumption: employee only about $372,138 at 4% or $248,092 at 6%; with 50% employer match about $248,092 at 4% or $165,394 at 6%; with 100% employer match about $186,069 at 4% or $124,046 at 6%.
Watkins Financial 401(K) Plan-4$229,801$59,542$14,886iApproximate average salary by contribution assumption: employee only about $372,138 at 4% or $248,092 at 6%; with 50% employer match about $248,092 at 4% or $165,394 at 6%; with 100% employer match about $186,069 at 4% or $124,046 at 6%.
200713$312,656$50,485$16,828iApproximate average salary by contribution assumption: employee only about $420,708 at 4% or $280,472 at 6%; with 50% employer match about $280,472 at 4% or $186,981 at 6%; with 100% employer match about $210,354 at 4% or $140,236 at 6%.
Watkins Financial 401(K) Plan-3$312,656$50,485$16,828iApproximate average salary by contribution assumption: employee only about $420,708 at 4% or $280,472 at 6%; with 50% employer match about $280,472 at 4% or $186,981 at 6%; with 100% employer match about $210,354 at 4% or $140,236 at 6%.
200615$290,999$46,877$9,375iApproximate average salary by contribution assumption: employee only about $234,385 at 4% or $156,257 at 6%; with 50% employer match about $156,257 at 4% or $104,171 at 6%; with 100% employer match about $117,193 at 4% or $78,128 at 6%.
Watkins Financial 401(K) Plan-5$290,999$46,877$9,375iApproximate average salary by contribution assumption: employee only about $234,385 at 4% or $156,257 at 6%; with 50% employer match about $156,257 at 4% or $104,171 at 6%; with 100% employer match about $117,193 at 4% or $78,128 at 6%.
200514$212,485$73,294$18,324iApproximate average salary by contribution assumption: employee only about $458,088 at 4% or $305,392 at 6%; with 50% employer match about $305,392 at 4% or $203,594 at 6%; with 100% employer match about $229,044 at 4% or $152,696 at 6%.
Watkins Financial 401(K) Plan-4$212,485$73,294$18,324iApproximate average salary by contribution assumption: employee only about $458,088 at 4% or $305,392 at 6%; with 50% employer match about $305,392 at 4% or $203,594 at 6%; with 100% employer match about $229,044 at 4% or $152,696 at 6%.
200413$126,016$37,438$12,479iApproximate average salary by contribution assumption: employee only about $311,983 at 4% or $207,989 at 6%; with 50% employer match about $207,989 at 4% or $138,659 at 6%; with 100% employer match about $155,992 at 4% or $103,994 at 6%.
Watkins Financial 401(K) Plan-3$126,016$37,438$12,479iApproximate average salary by contribution assumption: employee only about $311,983 at 4% or $207,989 at 6%; with 50% employer match about $207,989 at 4% or $138,659 at 6%; with 100% employer match about $155,992 at 4% or $103,994 at 6%.