Civic Intelligence

VERBATIM ADVISORY GROUP LLC

Plan context: Verbatim Advisory Group LLC, Profit Sharing/401(K) Plan & Trust

EIN 20-3331994 • Waltham, MA • 16 filings • 1 plans

610 Lincoln StreetWaltham, MA 02451
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$659,831

2024 Contributions

$19,838

Historical Graphs

Total Assets Over Time

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

$1,122,156$561,078$0200920172024YearValue
$659,831Latest year 2024

Participants Over Time

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

44220200920172024YearValue
4Latest 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
202414$659,831$19,838$4,960iApproximate average salary by contribution assumption: employee only about $123,988 at 4% or $82,658 at 6%; with 50% employer match about $82,658 at 4% or $55,106 at 6%; with 100% employer match about $61,994 at 4% or $41,329 at 6%.
Verbatim Advisory Group LLC, Profit Sharing/401(K) Plan & Trust-4$659,831$19,838$4,960iApproximate average salary by contribution assumption: employee only about $123,988 at 4% or $82,658 at 6%; with 50% employer match about $82,658 at 4% or $55,106 at 6%; with 100% employer match about $61,994 at 4% or $41,329 at 6%.
202315$731,136$27,745$5,549iApproximate average salary by contribution assumption: employee only about $138,725 at 4% or $92,483 at 6%; with 50% employer match about $92,483 at 4% or $61,656 at 6%; with 100% employer match about $69,363 at 4% or $46,242 at 6%.
Verbatim Advisory Group LLC, Profit Sharing/401(K) Plan & Trust-5$731,136$27,745$5,549iApproximate average salary by contribution assumption: employee only about $138,725 at 4% or $92,483 at 6%; with 50% employer match about $92,483 at 4% or $61,656 at 6%; with 100% employer match about $69,363 at 4% or $46,242 at 6%.
202218$668,603$44,332$5,542iApproximate average salary by contribution assumption: employee only about $138,538 at 4% or $92,358 at 6%; with 50% employer match about $92,358 at 4% or $61,572 at 6%; with 100% employer match about $69,269 at 4% or $46,179 at 6%.
Verbatim Advisory Group LLC, Profit Sharing/401(K) Plan & Trust-8$668,603$44,332$5,542iApproximate average salary by contribution assumption: employee only about $138,538 at 4% or $92,358 at 6%; with 50% employer match about $92,358 at 4% or $61,572 at 6%; with 100% employer match about $69,269 at 4% or $46,179 at 6%.
2021144$1,122,156$55,421$1,260iApproximate average salary by contribution assumption: employee only about $31,489 at 4% or $20,993 at 6%; with 50% employer match about $20,993 at 4% or $13,995 at 6%; with 100% employer match about $15,745 at 4% or $10,496 at 6%.
Verbatim Advisory Group LLC, Profit Sharing/401(K) Plan & Trust-44$1,122,156$55,421$1,260iApproximate average salary by contribution assumption: employee only about $31,489 at 4% or $20,993 at 6%; with 50% employer match about $20,993 at 4% or $13,995 at 6%; with 100% employer match about $15,745 at 4% or $10,496 at 6%.
2020140$966,813$69,102$1,728iApproximate average salary by contribution assumption: employee only about $43,189 at 4% or $28,793 at 6%; with 50% employer match about $28,793 at 4% or $19,195 at 6%; with 100% employer match about $21,594 at 4% or $14,396 at 6%.
Verbatim Advisory Group LLC, Profit Sharing/401(K) Plan & Trust-40$966,813$69,102$1,728iApproximate average salary by contribution assumption: employee only about $43,189 at 4% or $28,793 at 6%; with 50% employer match about $28,793 at 4% or $19,195 at 6%; with 100% employer match about $21,594 at 4% or $14,396 at 6%.
2019136$846,095$72,639$2,018iApproximate average salary by contribution assumption: employee only about $50,444 at 4% or $33,629 at 6%; with 50% employer match about $33,629 at 4% or $22,419 at 6%; with 100% employer match about $25,222 at 4% or $16,815 at 6%.
Verbatim Advisory Group LLC, Profit Sharing/401(K) Plan & Trust-36$846,095$72,639$2,018iApproximate average salary by contribution assumption: employee only about $50,444 at 4% or $33,629 at 6%; with 50% employer match about $33,629 at 4% or $22,419 at 6%; with 100% employer match about $25,222 at 4% or $16,815 at 6%.
2018136$639,676$85,626$2,379iApproximate average salary by contribution assumption: employee only about $59,463 at 4% or $39,642 at 6%; with 50% employer match about $39,642 at 4% or $26,428 at 6%; with 100% employer match about $29,731 at 4% or $19,821 at 6%.
Verbatim Advisory Group LLC, Profit Sharing/401(K) Plan & Trust-36$639,676$85,626$2,379iApproximate average salary by contribution assumption: employee only about $59,463 at 4% or $39,642 at 6%; with 50% employer match about $39,642 at 4% or $26,428 at 6%; with 100% employer match about $29,731 at 4% or $19,821 at 6%.
2017134$602,426$57,272$1,684iApproximate average salary by contribution assumption: employee only about $42,112 at 4% or $28,075 at 6%; with 50% employer match about $28,075 at 4% or $18,716 at 6%; with 100% employer match about $21,056 at 4% or $14,037 at 6%.
Verbatim Advisory Group LLC, Profit Sharing/401(K) Plan & Trust-34$602,426$57,272$1,684iApproximate average salary by contribution assumption: employee only about $42,112 at 4% or $28,075 at 6%; with 50% employer match about $28,075 at 4% or $18,716 at 6%; with 100% employer match about $21,056 at 4% or $14,037 at 6%.
2016128$478,909$34,123$1,219iApproximate average salary by contribution assumption: employee only about $30,467 at 4% or $20,311 at 6%; with 50% employer match about $20,311 at 4% or $13,541 at 6%; with 100% employer match about $15,233 at 4% or $10,156 at 6%.
Verbatim Advisory Group LLC, Profit Sharing/401(K) Plan & Trust-28$478,909$34,123$1,219iApproximate average salary by contribution assumption: employee only about $30,467 at 4% or $20,311 at 6%; with 50% employer match about $20,311 at 4% or $13,541 at 6%; with 100% employer match about $15,233 at 4% or $10,156 at 6%.
2015126$498,710$56,213$2,162iApproximate average salary by contribution assumption: employee only about $54,051 at 4% or $36,034 at 6%; with 50% employer match about $36,034 at 4% or $24,023 at 6%; with 100% employer match about $27,025 at 4% or $18,017 at 6%.
Verbatim Advisory Group LLC, Profit Sharing/401(K) Plan & Trust-26$498,710$56,213$2,162iApproximate average salary by contribution assumption: employee only about $54,051 at 4% or $36,034 at 6%; with 50% employer match about $36,034 at 4% or $24,023 at 6%; with 100% employer match about $27,025 at 4% or $18,017 at 6%.
2014131$518,534$48,677$1,570iApproximate average salary by contribution assumption: employee only about $39,256 at 4% or $26,170 at 6%; with 50% employer match about $26,170 at 4% or $17,447 at 6%; with 100% employer match about $19,628 at 4% or $13,085 at 6%.
Verbatim Advisory Group LLC, Profit Sharing/401(K) Plan & Trust-31$518,534$48,677$1,570iApproximate average salary by contribution assumption: employee only about $39,256 at 4% or $26,170 at 6%; with 50% employer match about $26,170 at 4% or $17,447 at 6%; with 100% employer match about $19,628 at 4% or $13,085 at 6%.
2013131$453,382$59,775$1,928iApproximate average salary by contribution assumption: employee only about $48,206 at 4% or $32,137 at 6%; with 50% employer match about $32,137 at 4% or $21,425 at 6%; with 100% employer match about $24,103 at 4% or $16,069 at 6%.
Verbatim Advisory Group LLC, Profit Sharing/401(K) Plan & Trust-31$453,382$59,775$1,928iApproximate average salary by contribution assumption: employee only about $48,206 at 4% or $32,137 at 6%; with 50% employer match about $32,137 at 4% or $21,425 at 6%; with 100% employer match about $24,103 at 4% or $16,069 at 6%.
2012132$350,209$48,598$1,519iApproximate average salary by contribution assumption: employee only about $37,967 at 4% or $25,311 at 6%; with 50% employer match about $25,311 at 4% or $16,874 at 6%; with 100% employer match about $18,984 at 4% or $12,656 at 6%.
Verbatim Advisory Group LLC, Profit Sharing/401(K) Plan & Trust-32$350,209$48,598$1,519iApproximate average salary by contribution assumption: employee only about $37,967 at 4% or $25,311 at 6%; with 50% employer match about $25,311 at 4% or $16,874 at 6%; with 100% employer match about $18,984 at 4% or $12,656 at 6%.
2011124$266,298$39,807$1,659iApproximate average salary by contribution assumption: employee only about $41,466 at 4% or $27,644 at 6%; with 50% employer match about $27,644 at 4% or $18,429 at 6%; with 100% employer match about $20,733 at 4% or $13,822 at 6%.
Verbatim Advisory Group LLC, Profit Sharing/401(K) Plan & Trust-24$266,298$39,807$1,659iApproximate average salary by contribution assumption: employee only about $41,466 at 4% or $27,644 at 6%; with 50% employer match about $27,644 at 4% or $18,429 at 6%; with 100% employer match about $20,733 at 4% or $13,822 at 6%.
2010115$265,612$34,823$2,322iApproximate average salary by contribution assumption: employee only about $58,038 at 4% or $38,692 at 6%; with 50% employer match about $38,692 at 4% or $25,795 at 6%; with 100% employer match about $29,019 at 4% or $19,346 at 6%.
Verbatim Advisory Group LLC, Profit Sharing/401(K) Plan & Trust-15$265,612$34,823$2,322iApproximate average salary by contribution assumption: employee only about $58,038 at 4% or $38,692 at 6%; with 50% employer match about $38,692 at 4% or $25,795 at 6%; with 100% employer match about $29,019 at 4% or $19,346 at 6%.
2009114$259,393$46,729$3,338iApproximate average salary by contribution assumption: employee only about $83,445 at 4% or $55,630 at 6%; with 50% employer match about $55,630 at 4% or $37,087 at 6%; with 100% employer match about $41,722 at 4% or $27,815 at 6%.
Verbatim Advisory Group LLC, Profit Sharing/401(K) Plan & Trust-14$259,393$46,729$3,338iApproximate average salary by contribution assumption: employee only about $83,445 at 4% or $55,630 at 6%; with 50% employer match about $55,630 at 4% or $37,087 at 6%; with 100% employer match about $41,722 at 4% or $27,815 at 6%.