Civic Intelligence

Aureus Asset Manangement LLC

Plan context: Aureus Asset Management LLC 401 K Profit Sharing Plan Trust

EIN 20-2368667 • Boston, MA • 16 filings • 5 plans

1 Winthrop SquareBoston, MA 02110-1209
Current Snapshot

Latest Year

2023

2023 Participants

16

2023 Assets

$3,818,022

2023 Contributions

$158,687

Historical Graphs

Total Assets Over Time

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

$4,412,687$2,206,344$0200820152022YearValue
$3,818,022Latest year 2022

Participants Over Time

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

1680200820152022YearValue
16Latest year 2022

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
202310$0$158,687-
Aureus Asset Management LLC 401 K Profit Sharing Plan Trust-0$0$158,687-
2022116$3,818,022$368,002$23,000iApproximate average salary by contribution assumption: employee only about $575,003 at 4% or $383,335 at 6%; with 50% employer match about $383,335 at 4% or $255,557 at 6%; with 100% employer match about $287,502 at 4% or $191,668 at 6%.
Aureus Asset Management LLC 401 K Profit Sharing Plan Trust-16$3,818,022$368,002$23,000iApproximate average salary by contribution assumption: employee only about $575,003 at 4% or $383,335 at 6%; with 50% employer match about $383,335 at 4% or $255,557 at 6%; with 100% employer match about $287,502 at 4% or $191,668 at 6%.
2021115$4,412,687$313,453$20,897iApproximate average salary by contribution assumption: employee only about $522,422 at 4% or $348,281 at 6%; with 50% employer match about $348,281 at 4% or $232,187 at 6%; with 100% employer match about $261,211 at 4% or $174,141 at 6%.
Aureus Asset Management LLC 401 K Profit Sharing Plan Trust-15$4,412,687$313,453$20,897iApproximate average salary by contribution assumption: employee only about $522,422 at 4% or $348,281 at 6%; with 50% employer match about $348,281 at 4% or $232,187 at 6%; with 100% employer match about $261,211 at 4% or $174,141 at 6%.
2020113$3,477,999$277,604$21,354iApproximate average salary by contribution assumption: employee only about $533,854 at 4% or $355,903 at 6%; with 50% employer match about $355,903 at 4% or $237,268 at 6%; with 100% employer match about $266,927 at 4% or $177,951 at 6%.
Aureus Asset Management LLC 401 K Profit Sharing Plan Trust-13$3,477,999$277,604$21,354iApproximate average salary by contribution assumption: employee only about $533,854 at 4% or $355,903 at 6%; with 50% employer match about $355,903 at 4% or $237,268 at 6%; with 100% employer match about $266,927 at 4% or $177,951 at 6%.
2019113$2,653,584$290,417$22,340iApproximate average salary by contribution assumption: employee only about $558,494 at 4% or $372,329 at 6%; with 50% employer match about $372,329 at 4% or $248,220 at 6%; with 100% employer match about $279,247 at 4% or $186,165 at 6%.
Aureus Asset Management LLC 401 K Profit Sharing Plan Trust-13$2,653,584$290,417$22,340iApproximate average salary by contribution assumption: employee only about $558,494 at 4% or $372,329 at 6%; with 50% employer match about $372,329 at 4% or $248,220 at 6%; with 100% employer match about $279,247 at 4% or $186,165 at 6%.
2018112$1,852,541$219,814$18,318iApproximate average salary by contribution assumption: employee only about $457,946 at 4% or $305,297 at 6%; with 50% employer match about $305,297 at 4% or $203,531 at 6%; with 100% employer match about $228,973 at 4% or $152,649 at 6%.
Aureus Asset Management LLC 401 K Profit Sharing Plan Trust-12$1,852,541$219,814$18,318iApproximate average salary by contribution assumption: employee only about $457,946 at 4% or $305,297 at 6%; with 50% employer match about $305,297 at 4% or $203,531 at 6%; with 100% employer match about $228,973 at 4% or $152,649 at 6%.
2017113$1,880,605$237,277$18,252iApproximate average salary by contribution assumption: employee only about $456,302 at 4% or $304,201 at 6%; with 50% employer match about $304,201 at 4% or $202,801 at 6%; with 100% employer match about $228,151 at 4% or $152,101 at 6%.
Aureus Asset Management LLC 401 K Profit Sharing Plan Trust-13$1,880,605$237,277$18,252iApproximate average salary by contribution assumption: employee only about $456,302 at 4% or $304,201 at 6%; with 50% employer match about $304,201 at 4% or $202,801 at 6%; with 100% employer match about $228,151 at 4% or $152,101 at 6%.
2016113$1,384,960$207,817$15,986iApproximate average salary by contribution assumption: employee only about $399,648 at 4% or $266,432 at 6%; with 50% employer match about $266,432 at 4% or $177,621 at 6%; with 100% employer match about $199,824 at 4% or $133,216 at 6%.
Aureus Asset Management LLC 401 K Profit Sharing Plan Trust-13$1,384,960$207,817$15,986iApproximate average salary by contribution assumption: employee only about $399,648 at 4% or $266,432 at 6%; with 50% employer match about $266,432 at 4% or $177,621 at 6%; with 100% employer match about $199,824 at 4% or $133,216 at 6%.
2015112$1,076,707$188,051$15,671iApproximate average salary by contribution assumption: employee only about $391,773 at 4% or $261,182 at 6%; with 50% employer match about $261,182 at 4% or $174,121 at 6%; with 100% employer match about $195,886 at 4% or $130,591 at 6%.
Aureus Asset Management LLC 401 K Profit Sharing Plan Trust-12$1,076,707$188,051$15,671iApproximate average salary by contribution assumption: employee only about $391,773 at 4% or $261,182 at 6%; with 50% employer match about $261,182 at 4% or $174,121 at 6%; with 100% employer match about $195,886 at 4% or $130,591 at 6%.
201419$922,496$121,809$13,534iApproximate average salary by contribution assumption: employee only about $338,358 at 4% or $225,572 at 6%; with 50% employer match about $225,572 at 4% or $150,381 at 6%; with 100% employer match about $169,179 at 4% or $112,786 at 6%.
Aureus Asset Management LLC 401 K Profit Sharing Plan Trust-9$922,496$121,809$13,534iApproximate average salary by contribution assumption: employee only about $338,358 at 4% or $225,572 at 6%; with 50% employer match about $225,572 at 4% or $150,381 at 6%; with 100% employer match about $169,179 at 4% or $112,786 at 6%.
201319$739,868$114,301$12,700iApproximate average salary by contribution assumption: employee only about $317,503 at 4% or $211,669 at 6%; with 50% employer match about $211,669 at 4% or $141,112 at 6%; with 100% employer match about $158,751 at 4% or $105,834 at 6%.
Aureus Asset Management LLC 401 K Profit Sharing Plan Trust-9$739,868$114,301$12,700iApproximate average salary by contribution assumption: employee only about $317,503 at 4% or $211,669 at 6%; with 50% employer match about $211,669 at 4% or $141,112 at 6%; with 100% employer match about $158,751 at 4% or $105,834 at 6%.
201219$510,670$99,686$11,076iApproximate average salary by contribution assumption: employee only about $276,906 at 4% or $184,604 at 6%; with 50% employer match about $184,604 at 4% or $123,069 at 6%; with 100% employer match about $138,453 at 4% or $92,302 at 6%.
Aureus Asset Management LLC 401 K Profit Sharing Plan Trust-9$510,670$99,686$11,076iApproximate average salary by contribution assumption: employee only about $276,906 at 4% or $184,604 at 6%; with 50% employer match about $184,604 at 4% or $123,069 at 6%; with 100% employer match about $138,453 at 4% or $92,302 at 6%.
201116$353,580$89,238$14,873iApproximate average salary by contribution assumption: employee only about $371,825 at 4% or $247,883 at 6%; with 50% employer match about $247,883 at 4% or $165,256 at 6%; with 100% employer match about $185,913 at 4% or $123,942 at 6%.
Aureus Asset Management LLC 401 K Profit Sharing Plan Trust-6$353,580$89,238$14,873iApproximate average salary by contribution assumption: employee only about $371,825 at 4% or $247,883 at 6%; with 50% employer match about $247,883 at 4% or $165,256 at 6%; with 100% employer match about $185,913 at 4% or $123,942 at 6%.
201016$341,136$91,746$15,291iApproximate average salary by contribution assumption: employee only about $382,275 at 4% or $254,850 at 6%; with 50% employer match about $254,850 at 4% or $169,900 at 6%; with 100% employer match about $191,138 at 4% or $127,425 at 6%.
Aureus Asset Management LLC 401 K Profit Sharing Plan Trust-6$341,136$91,746$15,291iApproximate average salary by contribution assumption: employee only about $382,275 at 4% or $254,850 at 6%; with 50% employer match about $254,850 at 4% or $169,900 at 6%; with 100% employer match about $191,138 at 4% or $127,425 at 6%.
200916$210,507$117,274$19,546iApproximate average salary by contribution assumption: employee only about $488,642 at 4% or $325,761 at 6%; with 50% employer match about $325,761 at 4% or $217,174 at 6%; with 100% employer match about $244,321 at 4% or $162,881 at 6%.
Aureus Asset Management LLC 401 K Profit Sharing Plan Trust-6$210,507$117,274$19,546iApproximate average salary by contribution assumption: employee only about $488,642 at 4% or $325,761 at 6%; with 50% employer match about $325,761 at 4% or $217,174 at 6%; with 100% employer match about $244,321 at 4% or $162,881 at 6%.
200818$61,619$69,730$8,716iApproximate average salary by contribution assumption: employee only about $217,906 at 4% or $145,271 at 6%; with 50% employer match about $145,271 at 4% or $96,847 at 6%; with 100% employer match about $108,953 at 4% or $72,635 at 6%.
Aureus Asset Management LLC 401 K Profit Sharing Plan Trust-8$61,619$69,730$8,716iApproximate average salary by contribution assumption: employee only about $217,906 at 4% or $145,271 at 6%; with 50% employer match about $145,271 at 4% or $96,847 at 6%; with 100% employer match about $108,953 at 4% or $72,635 at 6%.