Civic Intelligence

Open Exchange Inc.

Plan context: Open Exchange Inc. 401(K) Plan

EIN 26-4137415 • Lincoln, MA • 11 filings • 2 plans

55 Old Bedford Rd Ste 103Lincoln, MA 01773-1125
Current Snapshot

Latest Year

2024

2024 Participants

102

2024 Assets

$7,088,504

2024 Contributions

$997,968

Historical Graphs

Total Assets Over Time

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

$7,088,504$3,544,252$0201820212024YearValue
$7,088,504Latest year 2024

Participants Over Time

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

2111060201820212024YearValue
102Latest 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
20242102$7,088,504$997,968$9,784iApproximate average salary by contribution assumption: employee only about $244,600 at 4% or $163,067 at 6%; with 50% employer match about $163,067 at 4% or $108,711 at 6%; with 100% employer match about $122,300 at 4% or $81,533 at 6%.
Open Exchange Inc. 401(K) Plan-102$7,088,504$997,968$9,784iApproximate average salary by contribution assumption: employee only about $244,600 at 4% or $163,067 at 6%; with 50% employer match about $163,067 at 4% or $108,711 at 6%; with 100% employer match about $122,300 at 4% or $81,533 at 6%.
Openexchange Inc. Health and Welfare Plan-82---
20232131$6,616,674$1,208,581$9,226iApproximate average salary by contribution assumption: employee only about $230,645 at 4% or $153,763 at 6%; with 50% employer match about $153,763 at 4% or $102,509 at 6%; with 100% employer match about $115,323 at 4% or $76,882 at 6%.
Open Exchange Inc. 401(K) Plan-109$6,616,674$1,208,581$11,088iApproximate average salary by contribution assumption: employee only about $277,197 at 4% or $184,798 at 6%; with 50% employer match about $184,798 at 4% or $123,199 at 6%; with 100% employer match about $138,599 at 4% or $92,399 at 6%.
Openexchange Inc. Health and Welfare Plan-131---
20222167$5,978,093$2,584,710$15,477iApproximate average salary by contribution assumption: employee only about $386,933 at 4% or $257,955 at 6%; with 50% employer match about $257,955 at 4% or $171,970 at 6%; with 100% employer match about $193,466 at 4% or $128,978 at 6%.
Open Exchange Inc. 401(K) Plan-167$5,978,093$2,584,710$15,477iApproximate average salary by contribution assumption: employee only about $386,933 at 4% or $257,955 at 6%; with 50% employer match about $257,955 at 4% or $171,970 at 6%; with 100% employer match about $193,466 at 4% or $128,978 at 6%.
Openexchange Inc. Health and Welfare Plan-131---
20212211$5,253,232$2,216,730$10,506iApproximate average salary by contribution assumption: employee only about $262,646 at 4% or $175,097 at 6%; with 50% employer match about $175,097 at 4% or $116,731 at 6%; with 100% employer match about $131,323 at 4% or $87,549 at 6%.
Open Exchange Inc. 401(K) Plan-193$5,253,232$2,216,730$11,486iApproximate average salary by contribution assumption: employee only about $287,141 at 4% or $191,427 at 6%; with 50% employer match about $191,427 at 4% or $127,618 at 6%; with 100% employer match about $143,571 at 4% or $95,714 at 6%.
Openexchange Inc. Health and Welfare Plan-211---
2020176$2,598,039$1,819,776$23,944iApproximate average salary by contribution assumption: employee only about $598,611 at 4% or $399,074 at 6%; with 50% employer match about $399,074 at 4% or $266,049 at 6%; with 100% employer match about $299,305 at 4% or $199,537 at 6%.
Open Exchange Inc. 401(K) Plan-76$2,598,039$1,819,776$23,944iApproximate average salary by contribution assumption: employee only about $598,611 at 4% or $399,074 at 6%; with 50% employer match about $399,074 at 4% or $266,049 at 6%; with 100% employer match about $299,305 at 4% or $199,537 at 6%.
2019123$359,254$225,805$9,818iApproximate average salary by contribution assumption: employee only about $245,440 at 4% or $163,627 at 6%; with 50% employer match about $163,627 at 4% or $109,085 at 6%; with 100% employer match about $122,720 at 4% or $81,813 at 6%.
Open Exchange Inc. 401(K) Plan-23$359,254$225,805$9,818iApproximate average salary by contribution assumption: employee only about $245,440 at 4% or $163,627 at 6%; with 50% employer match about $163,627 at 4% or $109,085 at 6%; with 100% employer match about $122,720 at 4% or $81,813 at 6%.
2018111$92,087$100,926$9,175iApproximate average salary by contribution assumption: employee only about $229,377 at 4% or $152,918 at 6%; with 50% employer match about $152,918 at 4% or $101,945 at 6%; with 100% employer match about $114,689 at 4% or $76,459 at 6%.
Open Exchange Inc. 401(K) Plan-11$92,087$100,926$9,175iApproximate average salary by contribution assumption: employee only about $229,377 at 4% or $152,918 at 6%; with 50% employer match about $152,918 at 4% or $101,945 at 6%; with 100% employer match about $114,689 at 4% or $76,459 at 6%.