Civic Intelligence

OMEGA FUND MANAGMENT LLC

Plan context: OMEGA FUND MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST

EIN 20-4567513 • Boston, MA • 11 filings • 4 plans

888 Boylston St Ste 1111Boston, MA 02199-8207
Current Snapshot

Latest Year

2025

2025 Participants

25

2025 Assets

$3,705,978

2025 Contributions

$1,642,780

Historical Graphs

Total Assets Over Time

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

$3,705,978$1,852,989$0201520202025YearValue
$3,705,978Latest year 2025

Participants Over Time

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

25130201520202025YearValue
25Latest 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
2025125$3,705,978$1,642,780$65,711iApproximate average salary by contribution assumption: employee only about $1,642,780 at 4% or $1,095,187 at 6%; with 50% employer match about $1,095,187 at 4% or $730,124 at 6%; with 100% employer match about $821,390 at 4% or $547,593 at 6%.
OMEGA FUND MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST-25$3,705,978$1,642,780$65,711iApproximate average salary by contribution assumption: employee only about $1,642,780 at 4% or $1,095,187 at 6%; with 50% employer match about $1,095,187 at 4% or $730,124 at 6%; with 100% employer match about $821,390 at 4% or $547,593 at 6%.
2024122$1,859,893$334,633$15,211iApproximate average salary by contribution assumption: employee only about $380,265 at 4% or $253,510 at 6%; with 50% employer match about $253,510 at 4% or $169,007 at 6%; with 100% employer match about $190,132 at 4% or $126,755 at 6%.
OMEGA FUND MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST-22$1,859,893$334,633$15,211iApproximate average salary by contribution assumption: employee only about $380,265 at 4% or $253,510 at 6%; with 50% employer match about $253,510 at 4% or $169,007 at 6%; with 100% employer match about $190,132 at 4% or $126,755 at 6%.
2023124$1,585,051$352,094$14,671iApproximate average salary by contribution assumption: employee only about $366,765 at 4% or $244,510 at 6%; with 50% employer match about $244,510 at 4% or $163,006 at 6%; with 100% employer match about $183,382 at 4% or $122,255 at 6%.
OMEGA FUND MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST-24$1,585,051$352,094$14,671iApproximate average salary by contribution assumption: employee only about $366,765 at 4% or $244,510 at 6%; with 50% employer match about $244,510 at 4% or $163,006 at 6%; with 100% employer match about $183,382 at 4% or $122,255 at 6%.
2022123$1,083,136$289,037$12,567iApproximate average salary by contribution assumption: employee only about $314,171 at 4% or $209,447 at 6%; with 50% employer match about $209,447 at 4% or $139,631 at 6%; with 100% employer match about $157,085 at 4% or $104,724 at 6%.
OMEGA FUND MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST-23$1,083,136$289,037$12,567iApproximate average salary by contribution assumption: employee only about $314,171 at 4% or $209,447 at 6%; with 50% employer match about $209,447 at 4% or $139,631 at 6%; with 100% employer match about $157,085 at 4% or $104,724 at 6%.
2021123$984,312$340,877$14,821iApproximate average salary by contribution assumption: employee only about $370,518 at 4% or $247,012 at 6%; with 50% employer match about $247,012 at 4% or $164,675 at 6%; with 100% employer match about $185,259 at 4% or $123,506 at 6%.
OMEGA FUND MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST-23$984,312$340,877$14,821iApproximate average salary by contribution assumption: employee only about $370,518 at 4% or $247,012 at 6%; with 50% employer match about $247,012 at 4% or $164,675 at 6%; with 100% employer match about $185,259 at 4% or $123,506 at 6%.
2020114$564,576$169,518$12,108iApproximate average salary by contribution assumption: employee only about $302,711 at 4% or $201,807 at 6%; with 50% employer match about $201,807 at 4% or $134,538 at 6%; with 100% employer match about $151,355 at 4% or $100,904 at 6%.
OMEGA FUND MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST-14$564,576$169,518$12,108iApproximate average salary by contribution assumption: employee only about $302,711 at 4% or $201,807 at 6%; with 50% employer match about $201,807 at 4% or $134,538 at 6%; with 100% employer match about $151,355 at 4% or $100,904 at 6%.
201918$343,793$71,440$8,930iApproximate average salary by contribution assumption: employee only about $223,250 at 4% or $148,833 at 6%; with 50% employer match about $148,833 at 4% or $99,222 at 6%; with 100% employer match about $111,625 at 4% or $74,417 at 6%.
OMEGA FUND MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST-8$343,793$71,440$8,930iApproximate average salary by contribution assumption: employee only about $223,250 at 4% or $148,833 at 6%; with 50% employer match about $148,833 at 4% or $99,222 at 6%; with 100% employer match about $111,625 at 4% or $74,417 at 6%.
201816$237,000$93,098$15,516iApproximate average salary by contribution assumption: employee only about $387,908 at 4% or $258,606 at 6%; with 50% employer match about $258,606 at 4% or $172,404 at 6%; with 100% employer match about $193,954 at 4% or $129,303 at 6%.
OMEGA FUND MANAGMENT LLC 401 K PROFIT SHARING PLAN TRUST-6$237,000$93,098$15,516iApproximate average salary by contribution assumption: employee only about $387,908 at 4% or $258,606 at 6%; with 50% employer match about $258,606 at 4% or $172,404 at 6%; with 100% employer match about $193,954 at 4% or $129,303 at 6%.
201715$224,180$136,405$27,281iApproximate average salary by contribution assumption: employee only about $682,025 at 4% or $454,683 at 6%; with 50% employer match about $454,683 at 4% or $303,122 at 6%; with 100% employer match about $341,013 at 4% or $227,342 at 6%.
OMEGA FUND MANAGEMENT, LLC 401 K PROFIT SHARING PLAN TRUST-5$224,180$136,405$27,281iApproximate average salary by contribution assumption: employee only about $682,025 at 4% or $454,683 at 6%; with 50% employer match about $454,683 at 4% or $303,122 at 6%; with 100% employer match about $341,013 at 4% or $227,342 at 6%.
201615$119,566$82,742$16,548iApproximate average salary by contribution assumption: employee only about $413,710 at 4% or $275,807 at 6%; with 50% employer match about $275,807 at 4% or $183,871 at 6%; with 100% employer match about $206,855 at 4% or $137,903 at 6%.
OMEGA FUND MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST-5$119,566$82,742$16,548iApproximate average salary by contribution assumption: employee only about $413,710 at 4% or $275,807 at 6%; with 50% employer match about $275,807 at 4% or $183,871 at 6%; with 100% employer match about $206,855 at 4% or $137,903 at 6%.
201512$28,542$29,223$14,612iApproximate average salary by contribution assumption: employee only about $365,288 at 4% or $243,525 at 6%; with 50% employer match about $243,525 at 4% or $162,350 at 6%; with 100% employer match about $182,644 at 4% or $121,763 at 6%.
OMEGA FUND MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST-2$28,542$29,223$14,612iApproximate average salary by contribution assumption: employee only about $365,288 at 4% or $243,525 at 6%; with 50% employer match about $243,525 at 4% or $162,350 at 6%; with 100% employer match about $182,644 at 4% or $121,763 at 6%.