Civic Intelligence

Setfive Consulting LLC

Plan context: Setfive Consulting LLC Retirement Trust

EIN 26-2313717 • Cambridge, MA • 12 filings • 2 plans

678 Massachusetts AveSuite 1001Cambridge, MA 02139
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$3,886,484

2025 Contributions

$225,206

Historical Graphs

Total Assets Over Time

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

$3,886,484$1,943,242$0201420202025YearValue
$3,886,484Latest year 2025

Participants Over Time

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

840201420202025YearValue
7Latest 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
202517$3,886,484$225,206$32,172iApproximate average salary by contribution assumption: employee only about $804,307 at 4% or $536,205 at 6%; with 50% employer match about $536,205 at 4% or $357,470 at 6%; with 100% employer match about $402,154 at 4% or $268,102 at 6%.
Setfive Consulting LLC Retirement Trust-7$3,886,484$225,206$32,172iApproximate average salary by contribution assumption: employee only about $804,307 at 4% or $536,205 at 6%; with 50% employer match about $536,205 at 4% or $357,470 at 6%; with 100% employer match about $402,154 at 4% or $268,102 at 6%.
202417$3,061,518$217,834$31,119iApproximate average salary by contribution assumption: employee only about $777,979 at 4% or $518,652 at 6%; with 50% employer match about $518,652 at 4% or $345,768 at 6%; with 100% employer match about $388,989 at 4% or $259,326 at 6%.
Setfive Consulting LLC Retirement Trust-7$3,061,518$217,834$31,119iApproximate average salary by contribution assumption: employee only about $777,979 at 4% or $518,652 at 6%; with 50% employer match about $518,652 at 4% or $345,768 at 6%; with 100% employer match about $388,989 at 4% or $259,326 at 6%.
202317$2,454,246$189,053$27,008iApproximate average salary by contribution assumption: employee only about $675,189 at 4% or $450,126 at 6%; with 50% employer match about $450,126 at 4% or $300,084 at 6%; with 100% employer match about $337,595 at 4% or $225,063 at 6%.
Setfive Consulting LLC Retirement Trust-7$2,454,246$189,053$27,008iApproximate average salary by contribution assumption: employee only about $675,189 at 4% or $450,126 at 6%; with 50% employer match about $450,126 at 4% or $300,084 at 6%; with 100% employer match about $337,595 at 4% or $225,063 at 6%.
202216$1,895,876$190,967$31,828iApproximate average salary by contribution assumption: employee only about $795,696 at 4% or $530,464 at 6%; with 50% employer match about $530,464 at 4% or $353,643 at 6%; with 100% employer match about $397,848 at 4% or $265,232 at 6%.
Setfive Consulting LLC Retirement Trust-6$1,895,876$190,967$31,828iApproximate average salary by contribution assumption: employee only about $795,696 at 4% or $530,464 at 6%; with 50% employer match about $530,464 at 4% or $353,643 at 6%; with 100% employer match about $397,848 at 4% or $265,232 at 6%.
202118$2,127,021$178,322$22,290iApproximate average salary by contribution assumption: employee only about $557,256 at 4% or $371,504 at 6%; with 50% employer match about $371,504 at 4% or $247,669 at 6%; with 100% employer match about $278,628 at 4% or $185,752 at 6%.
Setfive Consulting LLC Retirement Trust-8$2,127,021$178,322$22,290iApproximate average salary by contribution assumption: employee only about $557,256 at 4% or $371,504 at 6%; with 50% employer match about $371,504 at 4% or $247,669 at 6%; with 100% employer match about $278,628 at 4% or $185,752 at 6%.
202017$1,633,566$163,820$23,403iApproximate average salary by contribution assumption: employee only about $585,071 at 4% or $390,048 at 6%; with 50% employer match about $390,048 at 4% or $260,032 at 6%; with 100% employer match about $292,536 at 4% or $195,024 at 6%.
Setfive Consulting LLC Retirement Trust-7$1,633,566$163,820$23,403iApproximate average salary by contribution assumption: employee only about $585,071 at 4% or $390,048 at 6%; with 50% employer match about $390,048 at 4% or $260,032 at 6%; with 100% employer match about $292,536 at 4% or $195,024 at 6%.
201916$1,217,487$157,356$26,226iApproximate average salary by contribution assumption: employee only about $655,650 at 4% or $437,100 at 6%; with 50% employer match about $437,100 at 4% or $291,400 at 6%; with 100% employer match about $327,825 at 4% or $218,550 at 6%.
Setfive Consulting LLC Retirement Trust-6$1,217,487$157,356$26,226iApproximate average salary by contribution assumption: employee only about $655,650 at 4% or $437,100 at 6%; with 50% employer match about $437,100 at 4% or $291,400 at 6%; with 100% employer match about $327,825 at 4% or $218,550 at 6%.
201815$819,871$148,507$29,701iApproximate average salary by contribution assumption: employee only about $742,535 at 4% or $495,023 at 6%; with 50% employer match about $495,023 at 4% or $330,016 at 6%; with 100% employer match about $371,268 at 4% or $247,512 at 6%.
Setfive Consulting LLC Retirement Trust-5$819,871$148,507$29,701iApproximate average salary by contribution assumption: employee only about $742,535 at 4% or $495,023 at 6%; with 50% employer match about $495,023 at 4% or $330,016 at 6%; with 100% employer match about $371,268 at 4% or $247,512 at 6%.
201714$742,914$124,749$31,187iApproximate average salary by contribution assumption: employee only about $779,681 at 4% or $519,788 at 6%; with 50% employer match about $519,788 at 4% or $346,525 at 6%; with 100% employer match about $389,841 at 4% or $259,894 at 6%.
Setfive Consulting LLC Retirement Trust-4$742,914$124,749$31,187iApproximate average salary by contribution assumption: employee only about $779,681 at 4% or $519,788 at 6%; with 50% employer match about $519,788 at 4% or $346,525 at 6%; with 100% employer match about $389,841 at 4% or $259,894 at 6%.
201613$502,513$110,178$36,726iApproximate average salary by contribution assumption: employee only about $918,150 at 4% or $612,100 at 6%; with 50% employer match about $612,100 at 4% or $408,067 at 6%; with 100% employer match about $459,075 at 4% or $306,050 at 6%.
Setfive Consulting LLC Retirement Trust-3$502,513$110,178$36,726iApproximate average salary by contribution assumption: employee only about $918,150 at 4% or $612,100 at 6%; with 50% employer match about $612,100 at 4% or $408,067 at 6%; with 100% employer match about $459,075 at 4% or $306,050 at 6%.
201513$352,466$126,326$42,109iApproximate average salary by contribution assumption: employee only about $1,052,717 at 4% or $701,811 at 6%; with 50% employer match about $701,811 at 4% or $467,874 at 6%; with 100% employer match about $526,358 at 4% or $350,906 at 6%.
Setfive Consulting LLC Retirement Trust-3$352,466$126,326$42,109iApproximate average salary by contribution assumption: employee only about $1,052,717 at 4% or $701,811 at 6%; with 50% employer match about $701,811 at 4% or $467,874 at 6%; with 100% employer match about $526,358 at 4% or $350,906 at 6%.
201413$228,345$51,725$17,242iApproximate average salary by contribution assumption: employee only about $431,042 at 4% or $287,361 at 6%; with 50% employer match about $287,361 at 4% or $191,574 at 6%; with 100% employer match about $215,521 at 4% or $143,681 at 6%.
Setfive Consulting LLC Retirement Trust-3$228,345$51,725$17,242iApproximate average salary by contribution assumption: employee only about $431,042 at 4% or $287,361 at 6%; with 50% employer match about $287,361 at 4% or $191,574 at 6%; with 100% employer match about $215,521 at 4% or $143,681 at 6%.