Civic Intelligence

Baystate Business Advisors LLC

Plan context: BSDSI 401(K) PLAN

EIN 20-1646193 • Needham, MA • 5 filings • 2 plans

60 Kendrick Street Suite 206Needham, MA 02494
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$296,745

2024 Contributions

$286,534

Historical Graphs

Total Assets Over Time

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

$296,745$148,373$0201520172024YearValue
$296,745Latest year 2024

Participants Over Time

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

1260201520172024YearValue
12Latest 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
2024112$296,745$286,534$23,878iApproximate average salary by contribution assumption: employee only about $596,946 at 4% or $397,964 at 6%; with 50% employer match about $397,964 at 4% or $265,309 at 6%; with 100% employer match about $298,473 at 4% or $198,982 at 6%.
BSDSI 401(K) PLAN-12$296,745$286,534$23,878iApproximate average salary by contribution assumption: employee only about $596,946 at 4% or $397,964 at 6%; with 50% employer match about $397,964 at 4% or $265,309 at 6%; with 100% employer match about $298,473 at 4% or $198,982 at 6%.
202210$0$0-
Baystate Business Advisors LLC Cash Balance Plan-0$0--
201712$116,060$0-
Baystate Business Advisors LLC Cash Balance Plan-2$116,060$0-
201612$108,516$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Baystate Business Advisors LLC Cash Balance Plan-2$108,516$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
201512$71,189$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Baystate Business Advisors LLC Cash Balance Plan-2$71,189$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.