Civic Intelligence

Education Resource Strategies Inc.

Plan context: Education Resource Strategies 403B Plan

EIN 20-1978102 • Watertown, MA • 27 filings • 4 plans

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480 Pleasant StreetSuite C-200Watertown, MA 02472
Current Snapshot

Latest Year

2024

2024 Participants

104

2024 Assets

$13,645,950

2024 Contributions

$1,368,138

Historical Graphs

Total Assets Over Time

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

$13,645,950$6,822,975$0200920172024YearValue
$13,645,950Latest year 2024

Participants Over Time

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

2571290200920172024YearValue
104Latest 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
20241104$13,645,950$1,368,138$13,155iApproximate average salary by contribution assumption: employee only about $328,879 at 4% or $219,253 at 6%; with 50% employer match about $219,253 at 4% or $146,169 at 6%; with 100% employer match about $164,440 at 4% or $109,626 at 6%.
Education Resource Strategies 403B Plan-104$13,645,950$1,368,138$13,155iApproximate average salary by contribution assumption: employee only about $328,879 at 4% or $219,253 at 6%; with 50% employer match about $219,253 at 4% or $146,169 at 6%; with 100% employer match about $164,440 at 4% or $109,626 at 6%.
20232257$11,776,630$1,492,835$5,809iApproximate average salary by contribution assumption: employee only about $145,217 at 4% or $96,812 at 6%; with 50% employer match about $96,812 at 4% or $64,541 at 6%; with 100% employer match about $72,609 at 4% or $48,406 at 6%.
Education Resource Strategies 403B Plan-104$11,776,630$1,492,835$14,354iApproximate average salary by contribution assumption: employee only about $358,855 at 4% or $239,236 at 6%; with 50% employer match about $239,236 at 4% or $159,491 at 6%; with 100% employer match about $179,427 at 4% or $119,618 at 6%.
Security Lock Distributors North Inc. Health & Welfare Benefits Plan-257---
20222218$9,069,617$972,524$4,461iApproximate average salary by contribution assumption: employee only about $111,528 at 4% or $74,352 at 6%; with 50% employer match about $74,352 at 4% or $49,568 at 6%; with 100% employer match about $55,764 at 4% or $37,176 at 6%.
Education Resource Strategies 403B Plan-101$9,069,617$972,524$9,629iApproximate average salary by contribution assumption: employee only about $240,724 at 4% or $160,483 at 6%; with 50% employer match about $160,483 at 4% or $106,988 at 6%; with 100% employer match about $120,362 at 4% or $80,241 at 6%.
Security Lock Distributors North Inc. Health & Welfare Benefits Plan-218---
20212217$10,487,021$819,219$3,775iApproximate average salary by contribution assumption: employee only about $94,380 at 4% or $62,920 at 6%; with 50% employer match about $62,920 at 4% or $41,947 at 6%; with 100% employer match about $47,190 at 4% or $31,460 at 6%.
Education Resource Strategies 403B Plan-82$10,487,021$819,219$9,990iApproximate average salary by contribution assumption: employee only about $249,762 at 4% or $166,508 at 6%; with 50% employer match about $166,508 at 4% or $111,005 at 6%; with 100% employer match about $124,881 at 4% or $83,254 at 6%.
Security Lock Distributors North Inc. Health & Welfare Benefits Plan-217---
20203186$9,087,097$744,352$4,002iApproximate average salary by contribution assumption: employee only about $100,047 at 4% or $66,698 at 6%; with 50% employer match about $66,698 at 4% or $44,465 at 6%; with 100% employer match about $50,024 at 4% or $33,349 at 6%.
Education Resource Strategies 403B Plan-79$9,087,097$744,352$9,422iApproximate average salary by contribution assumption: employee only about $235,554 at 4% or $157,036 at 6%; with 50% employer match about $157,036 at 4% or $104,691 at 6%; with 100% employer match about $117,777 at 4% or $78,518 at 6%.
Security Lock Distributors North Inc. Health & Welfare Benefits Plan-151---
Security Lock Distributors North Inc. Health & Welfare Benefits Plan-186---
20192168$7,711,251$939,427$5,592iApproximate average salary by contribution assumption: employee only about $139,796 at 4% or $93,197 at 6%; with 50% employer match about $93,197 at 4% or $62,131 at 6%; with 100% employer match about $69,898 at 4% or $46,599 at 6%.
Education Resource Strategies 403B Plan-72$7,711,251$939,427$13,048iApproximate average salary by contribution assumption: employee only about $326,190 at 4% or $217,460 at 6%; with 50% employer match about $217,460 at 4% or $144,973 at 6%; with 100% employer match about $163,095 at 4% or $108,730 at 6%.
Security Lock Distributors North Inc. Health & Welfare Benefits Plan-168---
20182169$5,487,929$675,641$3,998iApproximate average salary by contribution assumption: employee only about $99,947 at 4% or $66,631 at 6%; with 50% employer match about $66,631 at 4% or $44,421 at 6%; with 100% employer match about $49,973 at 4% or $33,316 at 6%.
Education Resource Strategies 403B Plan-66$5,487,929$675,641$10,237iApproximate average salary by contribution assumption: employee only about $255,925 at 4% or $170,616 at 6%; with 50% employer match about $170,616 at 4% or $113,744 at 6%; with 100% employer match about $127,962 at 4% or $85,308 at 6%.
Security Lock Distributors North Inc. Health & Welfare Benefits Plan-169---
20172151$5,248,636$659,985$4,371iApproximate average salary by contribution assumption: employee only about $109,269 at 4% or $72,846 at 6%; with 50% employer match about $72,846 at 4% or $48,564 at 6%; with 100% employer match about $54,635 at 4% or $36,423 at 6%.
Education Resource Strategies 403B Plan-60$5,248,636$659,985$11,000iApproximate average salary by contribution assumption: employee only about $274,994 at 4% or $183,329 at 6%; with 50% employer match about $183,329 at 4% or $122,219 at 6%; with 100% employer match about $137,497 at 4% or $91,665 at 6%.
Security Lock Distributors North Inc. Health & Welfare Benefits Plan-151---
20162153$3,846,098$538,426$3,519iApproximate average salary by contribution assumption: employee only about $87,978 at 4% or $58,652 at 6%; with 50% employer match about $58,652 at 4% or $39,101 at 6%; with 100% employer match about $43,989 at 4% or $29,326 at 6%.
Education Resource Strategies 403B Plan-48$3,846,098$538,426$11,217iApproximate average salary by contribution assumption: employee only about $280,430 at 4% or $186,953 at 6%; with 50% employer match about $186,953 at 4% or $124,636 at 6%; with 100% employer match about $140,215 at 4% or $93,477 at 6%.
Security Lock Distributors North Inc. Health & Welfare Benefits Plan-153---
20152131$3,091,648$478,583$3,653iApproximate average salary by contribution assumption: employee only about $91,333 at 4% or $60,888 at 6%; with 50% employer match about $60,888 at 4% or $40,592 at 6%; with 100% employer match about $45,666 at 4% or $30,444 at 6%.
Education Resource Strategies 403B Plan-35$3,091,648$478,583$13,674iApproximate average salary by contribution assumption: employee only about $341,845 at 4% or $227,897 at 6%; with 50% employer match about $227,897 at 4% or $151,931 at 6%; with 100% employer match about $170,923 at 4% or $113,948 at 6%.
Security Lock Distributors North Inc. Health & Welfare Benefits Plan-131---
2014126$2,794,575$382,287$14,703iApproximate average salary by contribution assumption: employee only about $367,584 at 4% or $245,056 at 6%; with 50% employer match about $245,056 at 4% or $163,371 at 6%; with 100% employer match about $183,792 at 4% or $122,528 at 6%.
Education Resource Strategies 403B Plan-26$2,794,575$382,287$14,703iApproximate average salary by contribution assumption: employee only about $367,584 at 4% or $245,056 at 6%; with 50% employer match about $245,056 at 4% or $163,371 at 6%; with 100% employer match about $183,792 at 4% or $122,528 at 6%.
2013124$2,269,877$352,348$14,681iApproximate average salary by contribution assumption: employee only about $367,029 at 4% or $244,686 at 6%; with 50% employer match about $244,686 at 4% or $163,124 at 6%; with 100% employer match about $183,515 at 4% or $122,343 at 6%.
Education Resource Strategies 403B Plan-24$2,269,877$352,348$14,681iApproximate average salary by contribution assumption: employee only about $367,029 at 4% or $244,686 at 6%; with 50% employer match about $244,686 at 4% or $163,124 at 6%; with 100% employer match about $183,515 at 4% or $122,343 at 6%.
2012121$1,923,130$282,747$13,464iApproximate average salary by contribution assumption: employee only about $336,604 at 4% or $224,402 at 6%; with 50% employer match about $224,402 at 4% or $149,602 at 6%; with 100% employer match about $168,302 at 4% or $112,201 at 6%.
Education Resource Strategies 403B Plan-21$1,923,130$282,747$13,464iApproximate average salary by contribution assumption: employee only about $336,604 at 4% or $224,402 at 6%; with 50% employer match about $224,402 at 4% or $149,602 at 6%; with 100% employer match about $168,302 at 4% or $112,201 at 6%.
2011118$1,581,854$321,785$17,877iApproximate average salary by contribution assumption: employee only about $446,924 at 4% or $297,949 at 6%; with 50% employer match about $297,949 at 4% or $198,633 at 6%; with 100% employer match about $223,462 at 4% or $148,975 at 6%.
Education Resource Strategies 403B Plan-18$1,581,854$321,785$17,877iApproximate average salary by contribution assumption: employee only about $446,924 at 4% or $297,949 at 6%; with 50% employer match about $297,949 at 4% or $198,633 at 6%; with 100% employer match about $223,462 at 4% or $148,975 at 6%.
2010116$1,298,624$265,458$16,591iApproximate average salary by contribution assumption: employee only about $414,778 at 4% or $276,519 at 6%; with 50% employer match about $276,519 at 4% or $184,346 at 6%; with 100% employer match about $207,389 at 4% or $138,259 at 6%.
Education Resource Strategies 403B Plan-16$1,298,624$265,458$16,591iApproximate average salary by contribution assumption: employee only about $414,778 at 4% or $276,519 at 6%; with 50% employer match about $276,519 at 4% or $184,346 at 6%; with 100% employer match about $207,389 at 4% or $138,259 at 6%.
2009117$998,360$251,330$14,784iApproximate average salary by contribution assumption: employee only about $369,603 at 4% or $246,402 at 6%; with 50% employer match about $246,402 at 4% or $164,268 at 6%; with 100% employer match about $184,801 at 4% or $123,201 at 6%.
Education Resource Strategies 403B Plan-17$998,360$251,330$14,784iApproximate average salary by contribution assumption: employee only about $369,603 at 4% or $246,402 at 6%; with 50% employer match about $246,402 at 4% or $164,268 at 6%; with 100% employer match about $184,801 at 4% or $123,201 at 6%.
200810$0$0-
Education Resource Strategies 403B Plan-0---