Boston Partners Financial Group LLC
Plan context: Boston Partners Financial Group LLC 401(K) Plan
EIN 20-1917157 • Andover, MA • 6 filings • 2 plans
Current Snapshot
Latest Year
2020
2020 Participants
30
2020 Assets
$1,105,591
2020 Contributions
$170,012
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $170,012 | - |
| Boston Partners Financial Group LLC 401(K) Plan | - | 0 | $0 | $170,012 | - |
| 2019 | 1 | 30 | $1,105,591 | $228,089 | $7,603iApproximate average salary by contribution assumption: employee only about $190,074 at 4% or $126,716 at 6%; with 50% employer match about $126,716 at 4% or $84,477 at 6%; with 100% employer match about $95,037 at 4% or $63,358 at 6%. |
| Boston Partners Financial Group LLC 401(K) Plan | - | 30 | $1,105,591 | $228,089 | $7,603iApproximate average salary by contribution assumption: employee only about $190,074 at 4% or $126,716 at 6%; with 50% employer match about $126,716 at 4% or $84,477 at 6%; with 100% employer match about $95,037 at 4% or $63,358 at 6%. |
| 2018 | 1 | 33 | $896,520 | $249,543 | $7,562iApproximate average salary by contribution assumption: employee only about $189,048 at 4% or $126,032 at 6%; with 50% employer match about $126,032 at 4% or $84,021 at 6%; with 100% employer match about $94,524 at 4% or $63,016 at 6%. |
| Boston Partners Financial Group LLC 401(K) Plan | - | 33 | $896,520 | $249,543 | $7,562iApproximate average salary by contribution assumption: employee only about $189,048 at 4% or $126,032 at 6%; with 50% employer match about $126,032 at 4% or $84,021 at 6%; with 100% employer match about $94,524 at 4% or $63,016 at 6%. |
| 2017 | 1 | 37 | $734,926 | $213,926 | $5,782iApproximate average salary by contribution assumption: employee only about $144,545 at 4% or $96,363 at 6%; with 50% employer match about $96,363 at 4% or $64,242 at 6%; with 100% employer match about $72,272 at 4% or $48,182 at 6%. |
| Boston Partners Financial Group LLC 401(K) Plan | - | 37 | $734,926 | $213,926 | $5,782iApproximate average salary by contribution assumption: employee only about $144,545 at 4% or $96,363 at 6%; with 50% employer match about $96,363 at 4% or $64,242 at 6%; with 100% employer match about $72,272 at 4% or $48,182 at 6%. |
| 2016 | 1 | 32 | $434,888 | $201,301 | $6,291iApproximate average salary by contribution assumption: employee only about $157,266 at 4% or $104,844 at 6%; with 50% employer match about $104,844 at 4% or $69,896 at 6%; with 100% employer match about $78,633 at 4% or $52,422 at 6%. |
| Boston Partners Financial Group LLC 401(K) Plan | - | 32 | $434,888 | $201,301 | $6,291iApproximate average salary by contribution assumption: employee only about $157,266 at 4% or $104,844 at 6%; with 50% employer match about $104,844 at 4% or $69,896 at 6%; with 100% employer match about $78,633 at 4% or $52,422 at 6%. |
| 2015 | 1 | 29 | $255,966 | $268,847 | $9,271iApproximate average salary by contribution assumption: employee only about $231,765 at 4% or $154,510 at 6%; with 50% employer match about $154,510 at 4% or $103,007 at 6%; with 100% employer match about $115,882 at 4% or $77,255 at 6%. |
| Boston Partners Financial Group LLC 401(K) Plan | - | 29 | $255,966 | $268,847 | $9,271iApproximate average salary by contribution assumption: employee only about $231,765 at 4% or $154,510 at 6%; with 50% employer match about $154,510 at 4% or $103,007 at 6%; with 100% employer match about $115,882 at 4% or $77,255 at 6%. |