Civic Intelligence

Birch Hill Investment Advisors LLC

Plan context: Birch Hill Investment Advisors LLC 401(K) Profit Sharing Plan

EIN 20-8723327 • Boston, MA • 18 filings • 2 plans

One International PlaceSuite 770Boston, MA 02110
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$16,375,891

2024 Contributions

$811,621

Historical Graphs

Total Assets Over Time

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

$16,375,891$8,187,946$0200720162024YearValue
$16,375,891Latest year 2024

Participants Over Time

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

21110200720162024YearValue
21Latest 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
2024121$16,375,891$811,621$38,649iApproximate average salary by contribution assumption: employee only about $966,215 at 4% or $644,144 at 6%; with 50% employer match about $644,144 at 4% or $429,429 at 6%; with 100% employer match about $483,108 at 4% or $322,072 at 6%.
Birch Hill Investment Advisors LLC 401(K) Profit Sharing Plan-21$16,375,891$811,621$38,649iApproximate average salary by contribution assumption: employee only about $966,215 at 4% or $644,144 at 6%; with 50% employer match about $644,144 at 4% or $429,429 at 6%; with 100% employer match about $483,108 at 4% or $322,072 at 6%.
2023119$13,271,545$790,017$41,580iApproximate average salary by contribution assumption: employee only about $1,039,496 at 4% or $692,997 at 6%; with 50% employer match about $692,997 at 4% or $461,998 at 6%; with 100% employer match about $519,748 at 4% or $346,499 at 6%.
Birch Hill Investment Advisors LLC 401(K) Profit Sharing Plan-19$13,271,545$790,017$41,580iApproximate average salary by contribution assumption: employee only about $1,039,496 at 4% or $692,997 at 6%; with 50% employer match about $692,997 at 4% or $461,998 at 6%; with 100% employer match about $519,748 at 4% or $346,499 at 6%.
2022118$10,430,216$710,290$39,461iApproximate average salary by contribution assumption: employee only about $986,514 at 4% or $657,676 at 6%; with 50% employer match about $657,676 at 4% or $438,451 at 6%; with 100% employer match about $493,257 at 4% or $328,838 at 6%.
Birch Hill Investment Advisors LLC 401(K) Profit Sharing Plan-18$10,430,216$710,290$39,461iApproximate average salary by contribution assumption: employee only about $986,514 at 4% or $657,676 at 6%; with 50% employer match about $657,676 at 4% or $438,451 at 6%; with 100% employer match about $493,257 at 4% or $328,838 at 6%.
2021117$12,503,777$664,747$39,103iApproximate average salary by contribution assumption: employee only about $977,569 at 4% or $651,713 at 6%; with 50% employer match about $651,713 at 4% or $434,475 at 6%; with 100% employer match about $488,785 at 4% or $325,856 at 6%.
Birch Hill Investment Advisors LLC 401(K) Profit Sharing Plan-17$12,503,777$664,747$39,103iApproximate average salary by contribution assumption: employee only about $977,569 at 4% or $651,713 at 6%; with 50% employer match about $651,713 at 4% or $434,475 at 6%; with 100% employer match about $488,785 at 4% or $325,856 at 6%.
2020118$11,905,932$646,608$35,923iApproximate average salary by contribution assumption: employee only about $898,067 at 4% or $598,711 at 6%; with 50% employer match about $598,711 at 4% or $399,141 at 6%; with 100% employer match about $449,033 at 4% or $299,356 at 6%.
Birch Hill Investment Advisors LLC 401(K) Profit Sharing Plan-18$11,905,932$646,608$35,923iApproximate average salary by contribution assumption: employee only about $898,067 at 4% or $598,711 at 6%; with 50% employer match about $598,711 at 4% or $399,141 at 6%; with 100% employer match about $449,033 at 4% or $299,356 at 6%.
2019119$10,399,179$1,278,405$67,284iApproximate average salary by contribution assumption: employee only about $1,682,112 at 4% or $1,121,408 at 6%; with 50% employer match about $1,121,408 at 4% or $747,605 at 6%; with 100% employer match about $841,056 at 4% or $560,704 at 6%.
Birch Hill Investment Advisors LLC 401(K) Profit Sharing Plan-19$10,399,179$1,278,405$67,284iApproximate average salary by contribution assumption: employee only about $1,682,112 at 4% or $1,121,408 at 6%; with 50% employer match about $1,121,408 at 4% or $747,605 at 6%; with 100% employer match about $841,056 at 4% or $560,704 at 6%.
2018119$8,157,656$1,270,932$66,891iApproximate average salary by contribution assumption: employee only about $1,672,279 at 4% or $1,114,853 at 6%; with 50% employer match about $1,114,853 at 4% or $743,235 at 6%; with 100% employer match about $836,139 at 4% or $557,426 at 6%.
Birch Hill Investment Advisors LLC 401(K) Profit Sharing Plan-19$8,157,656$1,270,932$66,891iApproximate average salary by contribution assumption: employee only about $1,672,279 at 4% or $1,114,853 at 6%; with 50% employer match about $1,114,853 at 4% or $743,235 at 6%; with 100% employer match about $836,139 at 4% or $557,426 at 6%.
2017116$7,382,837$558,665$34,917iApproximate average salary by contribution assumption: employee only about $872,914 at 4% or $581,943 at 6%; with 50% employer match about $581,943 at 4% or $387,962 at 6%; with 100% employer match about $436,457 at 4% or $290,971 at 6%.
Birch Hill Investment Advisors LLC 401(K) Profit Sharing Plan-16$7,382,837$558,665$34,917iApproximate average salary by contribution assumption: employee only about $872,914 at 4% or $581,943 at 6%; with 50% employer match about $581,943 at 4% or $387,962 at 6%; with 100% employer match about $436,457 at 4% or $290,971 at 6%.
2016116$5,672,787$551,328$34,458iApproximate average salary by contribution assumption: employee only about $861,450 at 4% or $574,300 at 6%; with 50% employer match about $574,300 at 4% or $382,867 at 6%; with 100% employer match about $430,725 at 4% or $287,150 at 6%.
Birch Hill Investment Advisors LLC 401(K) Profit Sharing Plan-16$5,672,787$551,328$34,458iApproximate average salary by contribution assumption: employee only about $861,450 at 4% or $574,300 at 6%; with 50% employer match about $574,300 at 4% or $382,867 at 6%; with 100% employer match about $430,725 at 4% or $287,150 at 6%.
2015115$4,599,061$530,459$35,364iApproximate average salary by contribution assumption: employee only about $884,098 at 4% or $589,399 at 6%; with 50% employer match about $589,399 at 4% or $392,933 at 6%; with 100% employer match about $442,049 at 4% or $294,699 at 6%.
Birch Hill Investment Advisors LLC 401(K) Profit Sharing Plan-15$4,599,061$530,459$35,364iApproximate average salary by contribution assumption: employee only about $884,098 at 4% or $589,399 at 6%; with 50% employer match about $589,399 at 4% or $392,933 at 6%; with 100% employer match about $442,049 at 4% or $294,699 at 6%.
2014114$4,005,239$431,219$30,801iApproximate average salary by contribution assumption: employee only about $770,034 at 4% or $513,356 at 6%; with 50% employer match about $513,356 at 4% or $342,237 at 6%; with 100% employer match about $385,017 at 4% or $256,678 at 6%.
Birch Hill Investment Advisors LLC 401(K) Profit Sharing Plan-14$4,005,239$431,219$30,801iApproximate average salary by contribution assumption: employee only about $770,034 at 4% or $513,356 at 6%; with 50% employer match about $513,356 at 4% or $342,237 at 6%; with 100% employer match about $385,017 at 4% or $256,678 at 6%.
2013114$3,490,583$398,575$28,470iApproximate average salary by contribution assumption: employee only about $711,741 at 4% or $474,494 at 6%; with 50% employer match about $474,494 at 4% or $316,329 at 6%; with 100% employer match about $355,871 at 4% or $237,247 at 6%.
Birch Hill Investment Advisors LLC 401(K) Profit Sharing Plan-14$3,490,583$398,575$28,470iApproximate average salary by contribution assumption: employee only about $711,741 at 4% or $474,494 at 6%; with 50% employer match about $474,494 at 4% or $316,329 at 6%; with 100% employer match about $355,871 at 4% or $237,247 at 6%.
2012113$2,499,133$426,590$32,815iApproximate average salary by contribution assumption: employee only about $820,365 at 4% or $546,910 at 6%; with 50% employer match about $546,910 at 4% or $364,607 at 6%; with 100% employer match about $410,183 at 4% or $273,455 at 6%.
Birch Hill Investment Advisors LLC 401(K) Profit Sharing Plan-13$2,499,133$426,590$32,815iApproximate average salary by contribution assumption: employee only about $820,365 at 4% or $546,910 at 6%; with 50% employer match about $546,910 at 4% or $364,607 at 6%; with 100% employer match about $410,183 at 4% or $273,455 at 6%.
2011113$1,759,235$415,752$31,981iApproximate average salary by contribution assumption: employee only about $799,523 at 4% or $533,015 at 6%; with 50% employer match about $533,015 at 4% or $355,344 at 6%; with 100% employer match about $399,762 at 4% or $266,508 at 6%.
Birch Hill Investment Advisors LLC 401(K) Profit Sharing Plan-13$1,759,235$415,752$31,981iApproximate average salary by contribution assumption: employee only about $799,523 at 4% or $533,015 at 6%; with 50% employer match about $533,015 at 4% or $355,344 at 6%; with 100% employer match about $399,762 at 4% or $266,508 at 6%.
2010112$1,462,636$363,117$30,260iApproximate average salary by contribution assumption: employee only about $756,494 at 4% or $504,329 at 6%; with 50% employer match about $504,329 at 4% or $336,219 at 6%; with 100% employer match about $378,247 at 4% or $252,165 at 6%.
Birch Hill Investment Advisors LLC 401(K) Profit Sharing Plan-12$1,462,636$363,117$30,260iApproximate average salary by contribution assumption: employee only about $756,494 at 4% or $504,329 at 6%; with 50% employer match about $504,329 at 4% or $336,219 at 6%; with 100% employer match about $378,247 at 4% or $252,165 at 6%.
2009112$983,031$353,562$29,464iApproximate average salary by contribution assumption: employee only about $736,588 at 4% or $491,058 at 6%; with 50% employer match about $491,058 at 4% or $327,372 at 6%; with 100% employer match about $368,294 at 4% or $245,529 at 6%.
Birch Hill Investment Advisors LLC 401(K) Profit Sharing Plan-12$983,031$353,562$29,464iApproximate average salary by contribution assumption: employee only about $736,588 at 4% or $491,058 at 6%; with 50% employer match about $491,058 at 4% or $327,372 at 6%; with 100% employer match about $368,294 at 4% or $245,529 at 6%.
200819$440,733$264,905$29,434iApproximate average salary by contribution assumption: employee only about $735,847 at 4% or $490,565 at 6%; with 50% employer match about $490,565 at 4% or $327,043 at 6%; with 100% employer match about $367,924 at 4% or $245,282 at 6%.
Birch Hill Investment Advisors LLC 401(K) Profit Sharing Plan-9$440,733$264,905$29,434iApproximate average salary by contribution assumption: employee only about $735,847 at 4% or $490,565 at 6%; with 50% employer match about $490,565 at 4% or $327,043 at 6%; with 100% employer match about $367,924 at 4% or $245,282 at 6%.
200719$294,332$297,139$33,015iApproximate average salary by contribution assumption: employee only about $825,386 at 4% or $550,257 at 6%; with 50% employer match about $550,257 at 4% or $366,838 at 6%; with 100% employer match about $412,693 at 4% or $275,129 at 6%.
Birch Hill Investment Advisors LLC 401(K) Profit Sharing Plan-9$294,332$297,139$33,015iApproximate average salary by contribution assumption: employee only about $825,386 at 4% or $550,257 at 6%; with 50% employer match about $550,257 at 4% or $366,838 at 6%; with 100% employer match about $412,693 at 4% or $275,129 at 6%.