Civic Intelligence

Tracey, Roman & Ramos PC

Plan context: Tracey, Roman & Ramos PC 401(K) Retirement Plan

EIN 20-4640309 • Wellesley Hills, MA • 19 filings • 4 plans

70 Walnut Street,2nd FloorWellesley Hills, MA 02481
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,662,555

2025 Contributions

$108,275

Historical Graphs

Total Assets Over Time

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

$1,662,555$831,278$0200820172025YearValue
$1,662,555Latest year 2025

Participants Over Time

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

420200720162025YearValue
3Latest 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
202513$1,662,555$108,275$36,092iApproximate average salary by contribution assumption: employee only about $902,292 at 4% or $601,528 at 6%; with 50% employer match about $601,528 at 4% or $401,019 at 6%; with 100% employer match about $451,146 at 4% or $300,764 at 6%.
Tracey, Roman & Ramos PC 401(K) Retirement Plan-3$1,662,555$108,275$36,092iApproximate average salary by contribution assumption: employee only about $902,292 at 4% or $601,528 at 6%; with 50% employer match about $601,528 at 4% or $401,019 at 6%; with 100% employer match about $451,146 at 4% or $300,764 at 6%.
202412$1,277,205$38,840$19,420iApproximate average salary by contribution assumption: employee only about $485,500 at 4% or $323,667 at 6%; with 50% employer match about $323,667 at 4% or $215,778 at 6%; with 100% employer match about $242,750 at 4% or $161,833 at 6%.
Tracey, Roman & Ramos PC 401(K) Retirement Plan-2$1,277,205$38,840$19,420iApproximate average salary by contribution assumption: employee only about $485,500 at 4% or $323,667 at 6%; with 50% employer match about $323,667 at 4% or $215,778 at 6%; with 100% employer match about $242,750 at 4% or $161,833 at 6%.
202312$1,026,518$64,294$32,147iApproximate average salary by contribution assumption: employee only about $803,675 at 4% or $535,783 at 6%; with 50% employer match about $535,783 at 4% or $357,189 at 6%; with 100% employer match about $401,838 at 4% or $267,892 at 6%.
Tracey, Roman & Ramos PC 401(K) Retirement Plan-2$1,026,518$64,294$32,147iApproximate average salary by contribution assumption: employee only about $803,675 at 4% or $535,783 at 6%; with 50% employer match about $535,783 at 4% or $357,189 at 6%; with 100% employer match about $401,838 at 4% or $267,892 at 6%.
202214$765,430$63,584$15,896iApproximate average salary by contribution assumption: employee only about $397,400 at 4% or $264,933 at 6%; with 50% employer match about $264,933 at 4% or $176,622 at 6%; with 100% employer match about $198,700 at 4% or $132,467 at 6%.
Tracey, Roman & Ramos PC 401(K) Retirement Plan-4$765,430$63,584$15,896iApproximate average salary by contribution assumption: employee only about $397,400 at 4% or $264,933 at 6%; with 50% employer match about $264,933 at 4% or $176,622 at 6%; with 100% employer match about $198,700 at 4% or $132,467 at 6%.
202114$925,913$60,030$15,008iApproximate average salary by contribution assumption: employee only about $375,188 at 4% or $250,125 at 6%; with 50% employer match about $250,125 at 4% or $166,750 at 6%; with 100% employer match about $187,594 at 4% or $125,063 at 6%.
Tracey, Roman & Ramos PC 401(K) Retirement Plan-4$925,913$60,030$15,008iApproximate average salary by contribution assumption: employee only about $375,188 at 4% or $250,125 at 6%; with 50% employer match about $250,125 at 4% or $166,750 at 6%; with 100% employer match about $187,594 at 4% or $125,063 at 6%.
202013$732,238$59,000$19,667iApproximate average salary by contribution assumption: employee only about $491,667 at 4% or $327,778 at 6%; with 50% employer match about $327,778 at 4% or $218,519 at 6%; with 100% employer match about $245,833 at 4% or $163,889 at 6%.
Tracey, Roman & Ramos PC 401(K) Retirement Plan-3$732,238$59,000$19,667iApproximate average salary by contribution assumption: employee only about $491,667 at 4% or $327,778 at 6%; with 50% employer match about $327,778 at 4% or $218,519 at 6%; with 100% employer match about $245,833 at 4% or $163,889 at 6%.
201913$546,076$51,160$17,053iApproximate average salary by contribution assumption: employee only about $426,333 at 4% or $284,222 at 6%; with 50% employer match about $284,222 at 4% or $189,481 at 6%; with 100% employer match about $213,167 at 4% or $142,111 at 6%.
Tracey, Roman & Ramos PC 401(K) Retirement Plan-3$546,076$51,160$17,053iApproximate average salary by contribution assumption: employee only about $426,333 at 4% or $284,222 at 6%; with 50% employer match about $284,222 at 4% or $189,481 at 6%; with 100% employer match about $213,167 at 4% or $142,111 at 6%.
201813$395,993$32,307$10,769iApproximate average salary by contribution assumption: employee only about $269,225 at 4% or $179,483 at 6%; with 50% employer match about $179,483 at 4% or $119,656 at 6%; with 100% employer match about $134,613 at 4% or $89,742 at 6%.
Tracey, Roman & Ramos PC 401(K) Retirement Plan-3$395,993$32,307$10,769iApproximate average salary by contribution assumption: employee only about $269,225 at 4% or $179,483 at 6%; with 50% employer match about $179,483 at 4% or $119,656 at 6%; with 100% employer match about $134,613 at 4% or $89,742 at 6%.
201713$390,726$25,600$8,533iApproximate average salary by contribution assumption: employee only about $213,333 at 4% or $142,222 at 6%; with 50% employer match about $142,222 at 4% or $94,815 at 6%; with 100% employer match about $106,667 at 4% or $71,111 at 6%.
Tracey, Roman & Ramos PC 401(K) Retirement Plan-3$390,726$25,600$8,533iApproximate average salary by contribution assumption: employee only about $213,333 at 4% or $142,222 at 6%; with 50% employer match about $142,222 at 4% or $94,815 at 6%; with 100% employer match about $106,667 at 4% or $71,111 at 6%.
201613$300,881$42,777$14,259iApproximate average salary by contribution assumption: employee only about $356,475 at 4% or $237,650 at 6%; with 50% employer match about $237,650 at 4% or $158,433 at 6%; with 100% employer match about $178,238 at 4% or $118,825 at 6%.
Tracey, Roman & Ramos PC 401(K) Retirement Plan-3$300,881$42,777$14,259iApproximate average salary by contribution assumption: employee only about $356,475 at 4% or $237,650 at 6%; with 50% employer match about $237,650 at 4% or $158,433 at 6%; with 100% employer match about $178,238 at 4% or $118,825 at 6%.
201512$263,878$8,774$4,387iApproximate average salary by contribution assumption: employee only about $109,675 at 4% or $73,117 at 6%; with 50% employer match about $73,117 at 4% or $48,744 at 6%; with 100% employer match about $54,838 at 4% or $36,558 at 6%.
Tracey, Roman & Ramos PC 401(K) Retirement Plan-2$263,878$8,774$4,387iApproximate average salary by contribution assumption: employee only about $109,675 at 4% or $73,117 at 6%; with 50% employer match about $73,117 at 4% or $48,744 at 6%; with 100% employer match about $54,838 at 4% or $36,558 at 6%.
201412$253,203$33,445$16,723iApproximate average salary by contribution assumption: employee only about $418,063 at 4% or $278,708 at 6%; with 50% employer match about $278,708 at 4% or $185,806 at 6%; with 100% employer match about $209,031 at 4% or $139,354 at 6%.
Tracey, Roman & Ramos PC 401(K) Retirement Plan-2$253,203$33,445$16,723iApproximate average salary by contribution assumption: employee only about $418,063 at 4% or $278,708 at 6%; with 50% employer match about $278,708 at 4% or $185,806 at 6%; with 100% employer match about $209,031 at 4% or $139,354 at 6%.
201313$204,352$33,570$11,190iApproximate average salary by contribution assumption: employee only about $279,750 at 4% or $186,500 at 6%; with 50% employer match about $186,500 at 4% or $124,333 at 6%; with 100% employer match about $139,875 at 4% or $93,250 at 6%.
Tracey, Roman & Ramos PC 401(K) Retirement Plan-3$204,352$33,570$11,190iApproximate average salary by contribution assumption: employee only about $279,750 at 4% or $186,500 at 6%; with 50% employer match about $186,500 at 4% or $124,333 at 6%; with 100% employer match about $139,875 at 4% or $93,250 at 6%.
201214$141,727$9,442$2,361iApproximate average salary by contribution assumption: employee only about $59,013 at 4% or $39,342 at 6%; with 50% employer match about $39,342 at 4% or $26,228 at 6%; with 100% employer match about $29,506 at 4% or $19,671 at 6%.
Tracey, Roman & Ramos PC 401(K) Retirement Plan-4$141,727$9,442$2,361iApproximate average salary by contribution assumption: employee only about $59,013 at 4% or $39,342 at 6%; with 50% employer match about $39,342 at 4% or $26,228 at 6%; with 100% employer match about $29,506 at 4% or $19,671 at 6%.
201113$113,866$0-
Tracey, Roman & Ramos PC 401(K) Retirement Plan-3$113,866--
201013$117,445$0-
Tracey, Roman & Ramos PC 401(K) Retirement Plan-3$117,445--
200913$106,075$30,804$10,268iApproximate average salary by contribution assumption: employee only about $256,700 at 4% or $171,133 at 6%; with 50% employer match about $171,133 at 4% or $114,089 at 6%; with 100% employer match about $128,350 at 4% or $85,567 at 6%.
Tracey, Roman & Ramos PC 401(K) Retirement Plan-3$106,075$30,804$10,268iApproximate average salary by contribution assumption: employee only about $256,700 at 4% or $171,133 at 6%; with 50% employer match about $171,133 at 4% or $114,089 at 6%; with 100% employer match about $128,350 at 4% or $85,567 at 6%.
200813$57,864$25,617$8,539iApproximate average salary by contribution assumption: employee only about $213,475 at 4% or $142,317 at 6%; with 50% employer match about $142,317 at 4% or $94,878 at 6%; with 100% employer match about $106,738 at 4% or $71,158 at 6%.
Tracey, Roman & Ramos PC 401(K) Retirement Plan-3$57,864$25,617$8,539iApproximate average salary by contribution assumption: employee only about $213,475 at 4% or $142,317 at 6%; with 50% employer match about $142,317 at 4% or $94,878 at 6%; with 100% employer match about $106,738 at 4% or $71,158 at 6%.
200712$0$0-
Tracey, Roman & Ramos PC 401(K) Retirement Plan-2---