Civic Intelligence

New England Private Wealth Advisors LLC

Plan context: New England Private Wealth Advisors LLC 401(K) Plan

EIN 20-2021915 • Wellesley, MA • 18 filings • 2 plans

36 Washington Street, Suite 280Wellesley, MA 02481
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$5,808,752

2024 Contributions

$457,951

Historical Graphs

Total Assets Over Time

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

$5,808,752$2,904,376$0200920172024YearValue
$5,808,752Latest year 2024

Participants Over Time

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

23120200720162024YearValue
23Latest 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
2024123$5,808,752$457,951$19,911iApproximate average salary by contribution assumption: employee only about $497,773 at 4% or $331,849 at 6%; with 50% employer match about $331,849 at 4% or $221,232 at 6%; with 100% employer match about $248,886 at 4% or $165,924 at 6%.
New England Private Wealth Advisors LLC 401(K) Plan-23$5,808,752$457,951$19,911iApproximate average salary by contribution assumption: employee only about $497,773 at 4% or $331,849 at 6%; with 50% employer match about $331,849 at 4% or $221,232 at 6%; with 100% employer match about $248,886 at 4% or $165,924 at 6%.
2023119$4,777,649$443,443$23,339iApproximate average salary by contribution assumption: employee only about $583,478 at 4% or $388,985 at 6%; with 50% employer match about $388,985 at 4% or $259,323 at 6%; with 100% employer match about $291,739 at 4% or $194,493 at 6%.
New England Private Wealth Advisors LLC 401(K) Plan-19$4,777,649$443,443$23,339iApproximate average salary by contribution assumption: employee only about $583,478 at 4% or $388,985 at 6%; with 50% employer match about $388,985 at 4% or $259,323 at 6%; with 100% employer match about $291,739 at 4% or $194,493 at 6%.
2022120$3,610,736$404,111$20,206iApproximate average salary by contribution assumption: employee only about $505,139 at 4% or $336,759 at 6%; with 50% employer match about $336,759 at 4% or $224,506 at 6%; with 100% employer match about $252,569 at 4% or $168,380 at 6%.
New England Private Wealth Advisors LLC 401(K) Plan-20$3,610,736$404,111$20,206iApproximate average salary by contribution assumption: employee only about $505,139 at 4% or $336,759 at 6%; with 50% employer match about $336,759 at 4% or $224,506 at 6%; with 100% employer match about $252,569 at 4% or $168,380 at 6%.
2021118$4,541,435$372,798$20,711iApproximate average salary by contribution assumption: employee only about $517,775 at 4% or $345,183 at 6%; with 50% employer match about $345,183 at 4% or $230,122 at 6%; with 100% employer match about $258,888 at 4% or $172,592 at 6%.
New England Private Wealth Advisors LLC 401(K) Plan-18$4,541,435$372,798$20,711iApproximate average salary by contribution assumption: employee only about $517,775 at 4% or $345,183 at 6%; with 50% employer match about $345,183 at 4% or $230,122 at 6%; with 100% employer match about $258,888 at 4% or $172,592 at 6%.
2020117$3,572,176$334,105$19,653iApproximate average salary by contribution assumption: employee only about $491,331 at 4% or $327,554 at 6%; with 50% employer match about $327,554 at 4% or $218,369 at 6%; with 100% employer match about $245,665 at 4% or $163,777 at 6%.
New England Private Wealth Advisors LLC 401(K) Plan-17$3,572,176$334,105$19,653iApproximate average salary by contribution assumption: employee only about $491,331 at 4% or $327,554 at 6%; with 50% employer match about $327,554 at 4% or $218,369 at 6%; with 100% employer match about $245,665 at 4% or $163,777 at 6%.
2019117$2,736,482$194,344$11,432iApproximate average salary by contribution assumption: employee only about $285,800 at 4% or $190,533 at 6%; with 50% employer match about $190,533 at 4% or $127,022 at 6%; with 100% employer match about $142,900 at 4% or $95,267 at 6%.
New England Private Wealth Advisors LLC 401(K) Plan-17$2,736,482$194,344$11,432iApproximate average salary by contribution assumption: employee only about $285,800 at 4% or $190,533 at 6%; with 50% employer match about $190,533 at 4% or $127,022 at 6%; with 100% employer match about $142,900 at 4% or $95,267 at 6%.
2018114$2,071,577$290,102$20,722iApproximate average salary by contribution assumption: employee only about $518,039 at 4% or $345,360 at 6%; with 50% employer match about $345,360 at 4% or $230,240 at 6%; with 100% employer match about $259,020 at 4% or $172,680 at 6%.
New England Private Wealth Advisors LLC 401(K) Plan-14$2,071,577$290,102$20,722iApproximate average salary by contribution assumption: employee only about $518,039 at 4% or $345,360 at 6%; with 50% employer match about $345,360 at 4% or $230,240 at 6%; with 100% employer match about $259,020 at 4% or $172,680 at 6%.
2017113$1,877,862$247,994$19,076iApproximate average salary by contribution assumption: employee only about $476,912 at 4% or $317,941 at 6%; with 50% employer match about $317,941 at 4% or $211,961 at 6%; with 100% employer match about $238,456 at 4% or $158,971 at 6%.
New England Private Wealth Advisors LLC 401(K) Plan-13$1,877,862$247,994$19,076iApproximate average salary by contribution assumption: employee only about $476,912 at 4% or $317,941 at 6%; with 50% employer match about $317,941 at 4% or $211,961 at 6%; with 100% employer match about $238,456 at 4% or $158,971 at 6%.
2016111$1,399,990$227,934$20,721iApproximate average salary by contribution assumption: employee only about $518,032 at 4% or $345,355 at 6%; with 50% employer match about $345,355 at 4% or $230,236 at 6%; with 100% employer match about $259,016 at 4% or $172,677 at 6%.
New England Private Wealth Advisors LLC 401(K) Plan-11$1,399,990$227,934$20,721iApproximate average salary by contribution assumption: employee only about $518,032 at 4% or $345,355 at 6%; with 50% employer match about $345,355 at 4% or $230,236 at 6%; with 100% employer match about $259,016 at 4% or $172,677 at 6%.
2015112$1,088,884$267,205$22,267iApproximate average salary by contribution assumption: employee only about $556,677 at 4% or $371,118 at 6%; with 50% employer match about $371,118 at 4% or $247,412 at 6%; with 100% employer match about $278,339 at 4% or $185,559 at 6%.
New England Private Wealth Advisors LLC 401(K) Plan-12$1,088,884$267,205$22,267iApproximate average salary by contribution assumption: employee only about $556,677 at 4% or $371,118 at 6%; with 50% employer match about $371,118 at 4% or $247,412 at 6%; with 100% employer match about $278,339 at 4% or $185,559 at 6%.
201419$851,721$123,829$13,759iApproximate average salary by contribution assumption: employee only about $343,969 at 4% or $229,313 at 6%; with 50% employer match about $229,313 at 4% or $152,875 at 6%; with 100% employer match about $171,985 at 4% or $114,656 at 6%.
New England Private Wealth Advisors LLC 401(K) Plan-9$851,721$123,829$13,759iApproximate average salary by contribution assumption: employee only about $343,969 at 4% or $229,313 at 6%; with 50% employer match about $229,313 at 4% or $152,875 at 6%; with 100% employer match about $171,985 at 4% or $114,656 at 6%.
201319$711,802$125,468$13,941iApproximate average salary by contribution assumption: employee only about $348,522 at 4% or $232,348 at 6%; with 50% employer match about $232,348 at 4% or $154,899 at 6%; with 100% employer match about $174,261 at 4% or $116,174 at 6%.
New England Private Wealth Advisors LLC 401(K) Plan-9$711,802$125,468$13,941iApproximate average salary by contribution assumption: employee only about $348,522 at 4% or $232,348 at 6%; with 50% employer match about $232,348 at 4% or $154,899 at 6%; with 100% employer match about $174,261 at 4% or $116,174 at 6%.
201218$517,338$98,629$12,329iApproximate average salary by contribution assumption: employee only about $308,216 at 4% or $205,477 at 6%; with 50% employer match about $205,477 at 4% or $136,985 at 6%; with 100% employer match about $154,108 at 4% or $102,739 at 6%.
New England Private Wealth Advisors LLC 401(K) Plan-8$517,338$98,629$12,329iApproximate average salary by contribution assumption: employee only about $308,216 at 4% or $205,477 at 6%; with 50% employer match about $205,477 at 4% or $136,985 at 6%; with 100% employer match about $154,108 at 4% or $102,739 at 6%.
201119$385,373$96,130$10,681iApproximate average salary by contribution assumption: employee only about $267,028 at 4% or $178,019 at 6%; with 50% employer match about $178,019 at 4% or $118,679 at 6%; with 100% employer match about $133,514 at 4% or $89,009 at 6%.
New England Private Wealth Advisors LLC 401(K) Plan-9$385,373$96,130$10,681iApproximate average salary by contribution assumption: employee only about $267,028 at 4% or $178,019 at 6%; with 50% employer match about $178,019 at 4% or $118,679 at 6%; with 100% employer match about $133,514 at 4% or $89,009 at 6%.
2010110$326,302$52,643$5,264iApproximate average salary by contribution assumption: employee only about $131,608 at 4% or $87,738 at 6%; with 50% employer match about $87,738 at 4% or $58,492 at 6%; with 100% employer match about $65,804 at 4% or $43,869 at 6%.
New England Private Wealth Advisors LLC 401(K) Plan-10$326,302$52,643$5,264iApproximate average salary by contribution assumption: employee only about $131,608 at 4% or $87,738 at 6%; with 50% employer match about $87,738 at 4% or $58,492 at 6%; with 100% employer match about $65,804 at 4% or $43,869 at 6%.
2009111$242,289$57,703$5,246iApproximate average salary by contribution assumption: employee only about $131,143 at 4% or $87,429 at 6%; with 50% employer match about $87,429 at 4% or $58,286 at 6%; with 100% employer match about $65,572 at 4% or $43,714 at 6%.
New England Private Wealth Advisors LLC 401(K) Plan-11$242,289$57,703$5,246iApproximate average salary by contribution assumption: employee only about $131,143 at 4% or $87,429 at 6%; with 50% employer match about $87,429 at 4% or $58,286 at 6%; with 100% employer match about $65,572 at 4% or $43,714 at 6%.
200817$0$0-
New England Private Wealth Advisors LLC 401(K) Plan-7---
200717$0$0-
New England Private Wealth Advisors LLC 401(K) Plan-7---