Civic Intelligence

Daniel P Defeo

Plan context: Daniel P Defeo 401(K) Profit Sharing Plan & Trust

EIN 20-4214411 • Foxboro, MA • 14 filings • 2 plans

124 Washington StSuite 201Foxboro, MA 02379
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$1,398,672

2025 Contributions

$1,832

Historical Graphs

Total Assets Over Time

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

$1,398,672$699,336$0201220192025YearValue
$1,398,672Latest year 2025

Participants Over Time

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

420201220192025YearValue
4Latest year 2025

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
202514$1,398,672$1,832$458iApproximate average salary by contribution assumption: employee only about $11,450 at 4% or $7,633 at 6%; with 50% employer match about $7,633 at 4% or $5,089 at 6%; with 100% employer match about $5,725 at 4% or $3,817 at 6%.
Daniel P Defeo 401(K) Profit Sharing Plan & Trust-4$1,398,672$1,832$458iApproximate average salary by contribution assumption: employee only about $11,450 at 4% or $7,633 at 6%; with 50% employer match about $7,633 at 4% or $5,089 at 6%; with 100% employer match about $5,725 at 4% or $3,817 at 6%.
202414$1,205,066$1,714$429iApproximate average salary by contribution assumption: employee only about $10,713 at 4% or $7,142 at 6%; with 50% employer match about $7,142 at 4% or $4,761 at 6%; with 100% employer match about $5,356 at 4% or $3,571 at 6%.
Daniel P Defeo 401(K) Profit Sharing Plan & Trust-4$1,205,066$1,714$429iApproximate average salary by contribution assumption: employee only about $10,713 at 4% or $7,142 at 6%; with 50% employer match about $7,142 at 4% or $4,761 at 6%; with 100% employer match about $5,356 at 4% or $3,571 at 6%.
202314$1,020,213$1,680$420iApproximate average salary by contribution assumption: employee only about $10,500 at 4% or $7,000 at 6%; with 50% employer match about $7,000 at 4% or $4,667 at 6%; with 100% employer match about $5,250 at 4% or $3,500 at 6%.
Daniel P Defeo 401(K) Profit Sharing Plan & Trust-4$1,020,213$1,680$420iApproximate average salary by contribution assumption: employee only about $10,500 at 4% or $7,000 at 6%; with 50% employer match about $7,000 at 4% or $4,667 at 6%; with 100% employer match about $5,250 at 4% or $3,500 at 6%.
202214$847,806$1,438$360iApproximate average salary by contribution assumption: employee only about $8,988 at 4% or $5,992 at 6%; with 50% employer match about $5,992 at 4% or $3,994 at 6%; with 100% employer match about $4,494 at 4% or $2,996 at 6%.
Daniel P Defeo 401(K) Profit Sharing Plan & Trust-4$847,806$1,438$360iApproximate average salary by contribution assumption: employee only about $8,988 at 4% or $5,992 at 6%; with 50% employer match about $5,992 at 4% or $3,994 at 6%; with 100% employer match about $4,494 at 4% or $2,996 at 6%.
202114$1,078,599$476$119iApproximate average salary by contribution assumption: employee only about $2,975 at 4% or $1,983 at 6%; with 50% employer match about $1,983 at 4% or $1,322 at 6%; with 100% employer match about $1,488 at 4% or $992 at 6%.
Daniel P Defeo 401(K) Profit Sharing Plan & Trust-4$1,078,599$476$119iApproximate average salary by contribution assumption: employee only about $2,975 at 4% or $1,983 at 6%; with 50% employer match about $1,983 at 4% or $1,322 at 6%; with 100% employer match about $1,488 at 4% or $992 at 6%.
202013$941,948$956$319iApproximate average salary by contribution assumption: employee only about $7,967 at 4% or $5,311 at 6%; with 50% employer match about $5,311 at 4% or $3,541 at 6%; with 100% employer match about $3,983 at 4% or $2,656 at 6%.
Daniel P Defeo 401(K) Profit Sharing Plan & Trust-3$941,948$956$319iApproximate average salary by contribution assumption: employee only about $7,967 at 4% or $5,311 at 6%; with 50% employer match about $5,311 at 4% or $3,541 at 6%; with 100% employer match about $3,983 at 4% or $2,656 at 6%.
201913$734,992$6,423$2,141iApproximate average salary by contribution assumption: employee only about $53,525 at 4% or $35,683 at 6%; with 50% employer match about $35,683 at 4% or $23,789 at 6%; with 100% employer match about $26,763 at 4% or $17,842 at 6%.
Daniel P Defeo 401(K) Profit Sharing Plan & Trust-3$734,992$6,423$2,141iApproximate average salary by contribution assumption: employee only about $53,525 at 4% or $35,683 at 6%; with 50% employer match about $35,683 at 4% or $23,789 at 6%; with 100% employer match about $26,763 at 4% or $17,842 at 6%.
201813$564,668$64,069$21,356iApproximate average salary by contribution assumption: employee only about $533,908 at 4% or $355,939 at 6%; with 50% employer match about $355,939 at 4% or $237,293 at 6%; with 100% employer match about $266,954 at 4% or $177,969 at 6%.
Daniel P Defeo 401(K) Profit Sharing Plan & Trust-3$564,668$64,069$21,356iApproximate average salary by contribution assumption: employee only about $533,908 at 4% or $355,939 at 6%; with 50% employer match about $355,939 at 4% or $237,293 at 6%; with 100% employer match about $266,954 at 4% or $177,969 at 6%.
201713$558,671$78,140$26,047iApproximate average salary by contribution assumption: employee only about $651,167 at 4% or $434,111 at 6%; with 50% employer match about $434,111 at 4% or $289,407 at 6%; with 100% employer match about $325,583 at 4% or $217,056 at 6%.
Daniel P Defeo 401(K) Profit Sharing Plan & Trust-3$558,671$78,140$26,047iApproximate average salary by contribution assumption: employee only about $651,167 at 4% or $434,111 at 6%; with 50% employer match about $434,111 at 4% or $289,407 at 6%; with 100% employer match about $325,583 at 4% or $217,056 at 6%.
201614$406,765$79,963$19,991iApproximate average salary by contribution assumption: employee only about $499,769 at 4% or $333,179 at 6%; with 50% employer match about $333,179 at 4% or $222,119 at 6%; with 100% employer match about $249,884 at 4% or $166,590 at 6%.
Daniel P Defeo 401(K) Profit Sharing Plan & Trust-4$406,765$79,963$19,991iApproximate average salary by contribution assumption: employee only about $499,769 at 4% or $333,179 at 6%; with 50% employer match about $333,179 at 4% or $222,119 at 6%; with 100% employer match about $249,884 at 4% or $166,590 at 6%.
201514$296,470$76,183$19,046iApproximate average salary by contribution assumption: employee only about $476,144 at 4% or $317,429 at 6%; with 50% employer match about $317,429 at 4% or $211,619 at 6%; with 100% employer match about $238,072 at 4% or $158,715 at 6%.
Daniel P Defeo 401(K) Profit Sharing Plan & Trust-4$296,470$76,183$19,046iApproximate average salary by contribution assumption: employee only about $476,144 at 4% or $317,429 at 6%; with 50% employer match about $317,429 at 4% or $211,619 at 6%; with 100% employer match about $238,072 at 4% or $158,715 at 6%.
201414$228,336$76,480$19,120iApproximate average salary by contribution assumption: employee only about $478,000 at 4% or $318,667 at 6%; with 50% employer match about $318,667 at 4% or $212,444 at 6%; with 100% employer match about $239,000 at 4% or $159,333 at 6%.
Daniel P Defeo 401(K) Profit Sharing Plan & Trust-4$228,336$76,480$19,120iApproximate average salary by contribution assumption: employee only about $478,000 at 4% or $318,667 at 6%; with 50% employer match about $318,667 at 4% or $212,444 at 6%; with 100% employer match about $239,000 at 4% or $159,333 at 6%.
201314$143,890$109,815$27,454iApproximate average salary by contribution assumption: employee only about $686,344 at 4% or $457,563 at 6%; with 50% employer match about $457,563 at 4% or $305,042 at 6%; with 100% employer match about $343,172 at 4% or $228,781 at 6%.
Daniel P Defeo 401(K) Profit Sharing Plan & Trust-4$143,890$109,815$27,454iApproximate average salary by contribution assumption: employee only about $686,344 at 4% or $457,563 at 6%; with 50% employer match about $457,563 at 4% or $305,042 at 6%; with 100% employer match about $343,172 at 4% or $228,781 at 6%.
201211$11,719$11,034$11,034iApproximate average salary by contribution assumption: employee only about $275,850 at 4% or $183,900 at 6%; with 50% employer match about $183,900 at 4% or $122,600 at 6%; with 100% employer match about $137,925 at 4% or $91,950 at 6%.
Daniel P Defeo 401(K) Profit Sharing Plan & Trust-1$11,719$11,034$11,034iApproximate average salary by contribution assumption: employee only about $275,850 at 4% or $183,900 at 6%; with 50% employer match about $183,900 at 4% or $122,600 at 6%; with 100% employer match about $137,925 at 4% or $91,950 at 6%.