Civic Intelligence

American Research & Management Co.

Plan context: American Research & Management 401(K) Profit Sharing Plan & Trust

EIN 13-2689952 • 23 filings • 4 plans

Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$233,408

2024 Contributions

$208,551

Historical Graphs

Total Assets Over Time

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

$2,804,904$1,402,452$0199920142024YearValue
$233,408Latest year 2024

Participants Over Time

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

840199920122024YearValue
8Latest 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
202418$233,408$0-
American Research & Management 401(K) Profit Sharing Plan & Trust-8$233,408--
202218$371,689$208,551$26,069iApproximate average salary by contribution assumption: employee only about $651,722 at 4% or $434,481 at 6%; with 50% employer match about $434,481 at 4% or $289,654 at 6%; with 100% employer match about $325,861 at 4% or $217,241 at 6%.
American Research & Management 401(K) Profit Sharing Plan & Trust-8$371,689$208,551$26,069iApproximate average salary by contribution assumption: employee only about $651,722 at 4% or $434,481 at 6%; with 50% employer match about $434,481 at 4% or $289,654 at 6%; with 100% employer match about $325,861 at 4% or $217,241 at 6%.
202118$2,804,904$210,175$26,272iApproximate average salary by contribution assumption: employee only about $656,797 at 4% or $437,865 at 6%; with 50% employer match about $437,865 at 4% or $291,910 at 6%; with 100% employer match about $328,398 at 4% or $218,932 at 6%.
American Research & Management 401(K) Profit Sharing Plan & Trust-8$2,804,904$210,175$26,272iApproximate average salary by contribution assumption: employee only about $656,797 at 4% or $437,865 at 6%; with 50% employer match about $437,865 at 4% or $291,910 at 6%; with 100% employer match about $328,398 at 4% or $218,932 at 6%.
202018$2,359,797$192,224$24,028iApproximate average salary by contribution assumption: employee only about $600,700 at 4% or $400,467 at 6%; with 50% employer match about $400,467 at 4% or $266,978 at 6%; with 100% employer match about $300,350 at 4% or $200,233 at 6%.
American Research & Management 401(K) Profit Sharing Plan & Trust-8$2,359,797$192,224$24,028iApproximate average salary by contribution assumption: employee only about $600,700 at 4% or $400,467 at 6%; with 50% employer match about $400,467 at 4% or $266,978 at 6%; with 100% employer match about $300,350 at 4% or $200,233 at 6%.
201917$2,034,285$185,307$26,472iApproximate average salary by contribution assumption: employee only about $661,811 at 4% or $441,207 at 6%; with 50% employer match about $441,207 at 4% or $294,138 at 6%; with 100% employer match about $330,905 at 4% or $220,604 at 6%.
American Research & Management 401(K) Profit Sharing Plan & Trust-7$2,034,285$185,307$26,472iApproximate average salary by contribution assumption: employee only about $661,811 at 4% or $441,207 at 6%; with 50% employer match about $441,207 at 4% or $294,138 at 6%; with 100% employer match about $330,905 at 4% or $220,604 at 6%.
201817$1,625,058$189,679$27,097iApproximate average salary by contribution assumption: employee only about $677,425 at 4% or $451,617 at 6%; with 50% employer match about $451,617 at 4% or $301,078 at 6%; with 100% employer match about $338,713 at 4% or $225,808 at 6%.
American Research & Management 401(K) Profit Sharing Plan & Trust-7$1,625,058$189,679$27,097iApproximate average salary by contribution assumption: employee only about $677,425 at 4% or $451,617 at 6%; with 50% employer match about $451,617 at 4% or $301,078 at 6%; with 100% employer match about $338,713 at 4% or $225,808 at 6%.
201717$2,266,957$178,598$25,514iApproximate average salary by contribution assumption: employee only about $637,850 at 4% or $425,233 at 6%; with 50% employer match about $425,233 at 4% or $283,489 at 6%; with 100% employer match about $318,925 at 4% or $212,617 at 6%.
American Research & Management 401(K) Profit Sharing Plan & Trust-7$2,266,957$178,598$25,514iApproximate average salary by contribution assumption: employee only about $637,850 at 4% or $425,233 at 6%; with 50% employer match about $425,233 at 4% or $283,489 at 6%; with 100% employer match about $318,925 at 4% or $212,617 at 6%.
201617$2,051,563$176,568$25,224iApproximate average salary by contribution assumption: employee only about $630,600 at 4% or $420,400 at 6%; with 50% employer match about $420,400 at 4% or $280,267 at 6%; with 100% employer match about $315,300 at 4% or $210,200 at 6%.
American Research & Management 401(K) Profit Sharing Plan & Trust-7$2,051,563$176,568$25,224iApproximate average salary by contribution assumption: employee only about $630,600 at 4% or $420,400 at 6%; with 50% employer match about $420,400 at 4% or $280,267 at 6%; with 100% employer match about $315,300 at 4% or $210,200 at 6%.
201516$1,786,754$180,558$30,093iApproximate average salary by contribution assumption: employee only about $752,325 at 4% or $501,550 at 6%; with 50% employer match about $501,550 at 4% or $334,367 at 6%; with 100% employer match about $376,163 at 4% or $250,775 at 6%.
American Research & Management 401(K) Profit Sharing Plan & Trust-6$1,786,754$180,558$30,093iApproximate average salary by contribution assumption: employee only about $752,325 at 4% or $501,550 at 6%; with 50% employer match about $501,550 at 4% or $334,367 at 6%; with 100% employer match about $376,163 at 4% or $250,775 at 6%.
201416$2,048,577$185,346$30,891iApproximate average salary by contribution assumption: employee only about $772,275 at 4% or $514,850 at 6%; with 50% employer match about $514,850 at 4% or $343,233 at 6%; with 100% employer match about $386,138 at 4% or $257,425 at 6%.
American Research & Management 401(K) Profit Sharing Plan & Trust-6$2,048,577$185,346$30,891iApproximate average salary by contribution assumption: employee only about $772,275 at 4% or $514,850 at 6%; with 50% employer match about $514,850 at 4% or $343,233 at 6%; with 100% employer match about $386,138 at 4% or $257,425 at 6%.
201317$1,930,467$162,248$23,178iApproximate average salary by contribution assumption: employee only about $579,457 at 4% or $386,305 at 6%; with 50% employer match about $386,305 at 4% or $257,537 at 6%; with 100% employer match about $289,729 at 4% or $193,152 at 6%.
American Research & Management 401(K) Profit Sharing Plan & Trust-7$1,930,467$162,248$23,178iApproximate average salary by contribution assumption: employee only about $579,457 at 4% or $386,305 at 6%; with 50% employer match about $386,305 at 4% or $257,537 at 6%; with 100% employer match about $289,729 at 4% or $193,152 at 6%.
201217$1,322,636$132,160$18,880iApproximate average salary by contribution assumption: employee only about $472,000 at 4% or $314,667 at 6%; with 50% employer match about $314,667 at 4% or $209,778 at 6%; with 100% employer match about $236,000 at 4% or $157,333 at 6%.
American Research & Management 401(K) Profit Sharing Plan & Trust-7$1,322,636$132,160$18,880iApproximate average salary by contribution assumption: employee only about $472,000 at 4% or $314,667 at 6%; with 50% employer match about $314,667 at 4% or $209,778 at 6%; with 100% employer match about $236,000 at 4% or $157,333 at 6%.
201117$1,132,021$101,970$14,567iApproximate average salary by contribution assumption: employee only about $364,179 at 4% or $242,786 at 6%; with 50% employer match about $242,786 at 4% or $161,857 at 6%; with 100% employer match about $182,089 at 4% or $121,393 at 6%.
American Research & Management 401(K) Profit Sharing Plan & Trust-7$1,132,021$101,970$14,567iApproximate average salary by contribution assumption: employee only about $364,179 at 4% or $242,786 at 6%; with 50% employer match about $242,786 at 4% or $161,857 at 6%; with 100% employer match about $182,089 at 4% or $121,393 at 6%.
201016$1,460,106$120,502$20,084iApproximate average salary by contribution assumption: employee only about $502,092 at 4% or $334,728 at 6%; with 50% employer match about $334,728 at 4% or $223,152 at 6%; with 100% employer match about $251,046 at 4% or $167,364 at 6%.
American Research & Management 401(K) Profit Sharing Plan & Trust-6$1,460,106$120,502$20,084iApproximate average salary by contribution assumption: employee only about $502,092 at 4% or $334,728 at 6%; with 50% employer match about $334,728 at 4% or $223,152 at 6%; with 100% employer match about $251,046 at 4% or $167,364 at 6%.
200917$1,166,401$80,780$11,540iApproximate average salary by contribution assumption: employee only about $288,500 at 4% or $192,333 at 6%; with 50% employer match about $192,333 at 4% or $128,222 at 6%; with 100% employer match about $144,250 at 4% or $96,167 at 6%.
American Research & Management 401(K) Profit Sharing Plan & Trust-7$1,166,401$80,780$11,540iApproximate average salary by contribution assumption: employee only about $288,500 at 4% or $192,333 at 6%; with 50% employer match about $192,333 at 4% or $128,222 at 6%; with 100% employer match about $144,250 at 4% or $96,167 at 6%.
200718$1,117,413$252,211$31,526iApproximate average salary by contribution assumption: employee only about $788,159 at 4% or $525,440 at 6%; with 50% employer match about $525,440 at 4% or $350,293 at 6%; with 100% employer match about $394,080 at 4% or $262,720 at 6%.
American Research & Management 401(K) Profit Sharing Plan & Trust-8$1,117,413$252,211$31,526iApproximate average salary by contribution assumption: employee only about $788,159 at 4% or $525,440 at 6%; with 50% employer match about $525,440 at 4% or $350,293 at 6%; with 100% employer match about $394,080 at 4% or $262,720 at 6%.
200618$1,001,041$32,947$4,118iApproximate average salary by contribution assumption: employee only about $102,959 at 4% or $68,640 at 6%; with 50% employer match about $68,640 at 4% or $45,760 at 6%; with 100% employer match about $51,480 at 4% or $34,320 at 6%.
American Research & Management 401(K) Profit Sharing Plan & Trust-8$1,001,041$32,947$4,118iApproximate average salary by contribution assumption: employee only about $102,959 at 4% or $68,640 at 6%; with 50% employer match about $68,640 at 4% or $45,760 at 6%; with 100% employer match about $51,480 at 4% or $34,320 at 6%.
200517$891,029$146,237$20,891iApproximate average salary by contribution assumption: employee only about $522,275 at 4% or $348,183 at 6%; with 50% employer match about $348,183 at 4% or $232,122 at 6%; with 100% employer match about $261,138 at 4% or $174,092 at 6%.
American Research & Management Co. Profit Sharing Plan-7$891,029$146,237$20,891iApproximate average salary by contribution assumption: employee only about $522,275 at 4% or $348,183 at 6%; with 50% employer match about $348,183 at 4% or $232,122 at 6%; with 100% employer match about $261,138 at 4% or $174,092 at 6%.
200417$883,974$29,530$4,219iApproximate average salary by contribution assumption: employee only about $105,464 at 4% or $70,310 at 6%; with 50% employer match about $70,310 at 4% or $46,873 at 6%; with 100% employer match about $52,732 at 4% or $35,155 at 6%.
American Research & Management Co. Profit Sharing Plan-7$883,974$29,530$4,219iApproximate average salary by contribution assumption: employee only about $105,464 at 4% or $70,310 at 6%; with 50% employer match about $70,310 at 4% or $46,873 at 6%; with 100% employer match about $52,732 at 4% or $35,155 at 6%.
200318$0$0-
American Research & Management Co. Profit Sharing Plan-8---
200218$0$0-
American Research & Management Co. Profit Sharing Plan-8---
200018$0$0-
American Research & Management Co. Profit Sharing Plan-8---
199917$202,629$113,118$16,160iApproximate average salary by contribution assumption: employee only about $403,993 at 4% or $269,329 at 6%; with 50% employer match about $269,329 at 4% or $179,552 at 6%; with 100% employer match about $201,996 at 4% or $134,664 at 6%.
American Research & Management Co. Profit Sharing Plan-7$202,629$113,118$16,160iApproximate average salary by contribution assumption: employee only about $403,993 at 4% or $269,329 at 6%; with 50% employer match about $269,329 at 4% or $179,552 at 6%; with 100% employer match about $201,996 at 4% or $134,664 at 6%.