Civic Intelligence

Preston Todd Advisors Inc.

Plan context: Preston Todd 401K Plan

EIN 13-4340607 • Brookline, MA • 9 filings • 1 plans

110 Cypress St.Brookline, MA 02445
Current Snapshot

Latest Year

2020

2020 Participants

4

2020 Assets

$788,528

2020 Contributions

$25,867

Historical Graphs

Total Assets Over Time

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

$788,528$394,264$0201220162019YearValue
$788,528Latest year 2019

Participants Over Time

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

530201220162019YearValue
4Latest 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$25,867-
Preston Todd 401K Plan-0$0$25,867-
201914$788,528$69,590$17,398iApproximate average salary by contribution assumption: employee only about $434,938 at 4% or $289,958 at 6%; with 50% employer match about $289,958 at 4% or $193,306 at 6%; with 100% employer match about $217,469 at 4% or $144,979 at 6%.
Preston Todd 401K Plan-4$788,528$69,590$17,398iApproximate average salary by contribution assumption: employee only about $434,938 at 4% or $289,958 at 6%; with 50% employer match about $289,958 at 4% or $193,306 at 6%; with 100% employer match about $217,469 at 4% or $144,979 at 6%.
201814$583,532$156,552$39,138iApproximate average salary by contribution assumption: employee only about $978,450 at 4% or $652,300 at 6%; with 50% employer match about $652,300 at 4% or $434,867 at 6%; with 100% employer match about $489,225 at 4% or $326,150 at 6%.
Preston Todd 401K Plan-4$583,532$156,552$39,138iApproximate average salary by contribution assumption: employee only about $978,450 at 4% or $652,300 at 6%; with 50% employer match about $652,300 at 4% or $434,867 at 6%; with 100% employer match about $489,225 at 4% or $326,150 at 6%.
201715$544,866$165,319$33,064iApproximate average salary by contribution assumption: employee only about $826,595 at 4% or $551,063 at 6%; with 50% employer match about $551,063 at 4% or $367,376 at 6%; with 100% employer match about $413,298 at 4% or $275,532 at 6%.
Preston Todd 401K Plan-5$544,866$165,319$33,064iApproximate average salary by contribution assumption: employee only about $826,595 at 4% or $551,063 at 6%; with 50% employer match about $551,063 at 4% or $367,376 at 6%; with 100% employer match about $413,298 at 4% or $275,532 at 6%.
201615$368,218$51,685$10,337iApproximate average salary by contribution assumption: employee only about $258,425 at 4% or $172,283 at 6%; with 50% employer match about $172,283 at 4% or $114,856 at 6%; with 100% employer match about $129,213 at 4% or $86,142 at 6%.
Preston Todd 401K Plan-5$368,218$51,685$10,337iApproximate average salary by contribution assumption: employee only about $258,425 at 4% or $172,283 at 6%; with 50% employer match about $172,283 at 4% or $114,856 at 6%; with 100% employer match about $129,213 at 4% or $86,142 at 6%.
201515$289,563$240$48iApproximate average salary by contribution assumption: employee only about $1,200 at 4% or $800 at 6%; with 50% employer match about $800 at 4% or $533 at 6%; with 100% employer match about $600 at 4% or $400 at 6%.
Preston Todd 401K Plan-5$289,563$240$48iApproximate average salary by contribution assumption: employee only about $1,200 at 4% or $800 at 6%; with 50% employer match about $800 at 4% or $533 at 6%; with 100% employer match about $600 at 4% or $400 at 6%.
201415$282,285$49,451$9,890iApproximate average salary by contribution assumption: employee only about $247,255 at 4% or $164,837 at 6%; with 50% employer match about $164,837 at 4% or $109,891 at 6%; with 100% employer match about $123,628 at 4% or $82,418 at 6%.
Preston Todd 401K Plan-5$282,285$49,451$9,890iApproximate average salary by contribution assumption: employee only about $247,255 at 4% or $164,837 at 6%; with 50% employer match about $164,837 at 4% or $109,891 at 6%; with 100% employer match about $123,628 at 4% or $82,418 at 6%.
201313$224,606$109,035$36,345iApproximate average salary by contribution assumption: employee only about $908,625 at 4% or $605,750 at 6%; with 50% employer match about $605,750 at 4% or $403,833 at 6%; with 100% employer match about $454,313 at 4% or $302,875 at 6%.
Preston Todd 401K Plan-3$224,606$109,035$36,345iApproximate average salary by contribution assumption: employee only about $908,625 at 4% or $605,750 at 6%; with 50% employer match about $605,750 at 4% or $403,833 at 6%; with 100% employer match about $454,313 at 4% or $302,875 at 6%.
201213$96,428$96,428$32,143iApproximate average salary by contribution assumption: employee only about $803,567 at 4% or $535,711 at 6%; with 50% employer match about $535,711 at 4% or $357,141 at 6%; with 100% employer match about $401,783 at 4% or $267,856 at 6%.
Preston Todd 401K Plan-3$96,428$96,428$32,143iApproximate average salary by contribution assumption: employee only about $803,567 at 4% or $535,711 at 6%; with 50% employer match about $535,711 at 4% or $357,141 at 6%; with 100% employer match about $401,783 at 4% or $267,856 at 6%.