Civic Intelligence

Melfa Wealth Management Inc

Plan context: Melfa Wealth Management Inc 401 K Profit Sharing Plan Trust

EIN 26-4422363 • Westborough, MA • 11 filings • 3 plans

8 Piccadilly WayWestborough, MA 01581
Current Snapshot

Latest Year

2019

2019 Participants

7

2019 Assets

$637,899

2019 Contributions

$64,432

Historical Graphs

Total Assets Over Time

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

$676,022$338,011$0200920142018YearValue
$637,899Latest year 2018

Participants Over Time

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

740200920142018YearValue
7Latest year 2018

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
201910$0$0-
Melfa Wealth Management Inc 401 K Profit Sharing Plan Trust-0$0$0-
201817$637,899$64,432$9,205iApproximate average salary by contribution assumption: employee only about $230,114 at 4% or $153,410 at 6%; with 50% employer match about $153,410 at 4% or $102,273 at 6%; with 100% employer match about $115,057 at 4% or $76,705 at 6%.
Melfa Wealth Management Inc 401 K Profit Sharing Plan Trust-7$637,899$64,432$9,205iApproximate average salary by contribution assumption: employee only about $230,114 at 4% or $153,410 at 6%; with 50% employer match about $153,410 at 4% or $102,273 at 6%; with 100% employer match about $115,057 at 4% or $76,705 at 6%.
201717$676,022$63,901$9,129iApproximate average salary by contribution assumption: employee only about $228,218 at 4% or $152,145 at 6%; with 50% employer match about $152,145 at 4% or $101,430 at 6%; with 100% employer match about $114,109 at 4% or $76,073 at 6%.
Melfa Wealth Management Inc 401 K Profit Sharing Plan Trust-7$676,022$63,901$9,129iApproximate average salary by contribution assumption: employee only about $228,218 at 4% or $152,145 at 6%; with 50% employer match about $152,145 at 4% or $101,430 at 6%; with 100% employer match about $114,109 at 4% or $76,073 at 6%.
201616$544,618$48,080$8,013iApproximate average salary by contribution assumption: employee only about $200,333 at 4% or $133,556 at 6%; with 50% employer match about $133,556 at 4% or $89,037 at 6%; with 100% employer match about $100,167 at 4% or $66,778 at 6%.
Melfa Wealth Management Inc 401 K Profit Sharing Plan Trust-6$544,618$48,080$8,013iApproximate average salary by contribution assumption: employee only about $200,333 at 4% or $133,556 at 6%; with 50% employer match about $133,556 at 4% or $89,037 at 6%; with 100% employer match about $100,167 at 4% or $66,778 at 6%.
201516$446,277$80,090$13,348iApproximate average salary by contribution assumption: employee only about $333,708 at 4% or $222,472 at 6%; with 50% employer match about $222,472 at 4% or $148,315 at 6%; with 100% employer match about $166,854 at 4% or $111,236 at 6%.
Melfa Wealth Management Inc 401 K Profit Sharing Plan Trust-6$446,277$80,090$13,348iApproximate average salary by contribution assumption: employee only about $333,708 at 4% or $222,472 at 6%; with 50% employer match about $222,472 at 4% or $148,315 at 6%; with 100% employer match about $166,854 at 4% or $111,236 at 6%.
201416$374,557$83,818$13,970iApproximate average salary by contribution assumption: employee only about $349,242 at 4% or $232,828 at 6%; with 50% employer match about $232,828 at 4% or $155,219 at 6%; with 100% employer match about $174,621 at 4% or $116,414 at 6%.
Melfa Wealth Management Inc 401 K Profit Sharing Plan Trust-6$374,557$83,818$13,970iApproximate average salary by contribution assumption: employee only about $349,242 at 4% or $232,828 at 6%; with 50% employer match about $232,828 at 4% or $155,219 at 6%; with 100% employer match about $174,621 at 4% or $116,414 at 6%.
201314$280,483$50,155$12,539iApproximate average salary by contribution assumption: employee only about $313,469 at 4% or $208,979 at 6%; with 50% employer match about $208,979 at 4% or $139,319 at 6%; with 100% employer match about $156,734 at 4% or $104,490 at 6%.
Melfa Wealth Management Inc 401 K Profit Sharing Plan Trust-4$280,483$50,155$12,539iApproximate average salary by contribution assumption: employee only about $313,469 at 4% or $208,979 at 6%; with 50% employer match about $208,979 at 4% or $139,319 at 6%; with 100% employer match about $156,734 at 4% or $104,490 at 6%.
201214$191,610$45,198$11,300iApproximate average salary by contribution assumption: employee only about $282,488 at 4% or $188,325 at 6%; with 50% employer match about $188,325 at 4% or $125,550 at 6%; with 100% employer match about $141,244 at 4% or $94,163 at 6%.
Melfa Wealth Management Inc 401 K Profit Sharing Plan Trust-4$191,610$45,198$11,300iApproximate average salary by contribution assumption: employee only about $282,488 at 4% or $188,325 at 6%; with 50% employer match about $188,325 at 4% or $125,550 at 6%; with 100% employer match about $141,244 at 4% or $94,163 at 6%.
201114$126,860$46,924$11,731iApproximate average salary by contribution assumption: employee only about $293,275 at 4% or $195,517 at 6%; with 50% employer match about $195,517 at 4% or $130,344 at 6%; with 100% employer match about $146,638 at 4% or $97,758 at 6%.
Melfa Wealth Management Inc 401 K Profit Sharing Plan Trust-4$126,860$46,924$11,731iApproximate average salary by contribution assumption: employee only about $293,275 at 4% or $195,517 at 6%; with 50% employer match about $195,517 at 4% or $130,344 at 6%; with 100% employer match about $146,638 at 4% or $97,758 at 6%.
201014$87,415$47,836$11,959iApproximate average salary by contribution assumption: employee only about $298,975 at 4% or $199,317 at 6%; with 50% employer match about $199,317 at 4% or $132,878 at 6%; with 100% employer match about $149,488 at 4% or $99,658 at 6%.
Melfa Wealth Management Inc 401 K Profit Sharing Plan Trust-4$87,415$47,836$11,959iApproximate average salary by contribution assumption: employee only about $298,975 at 4% or $199,317 at 6%; with 50% employer match about $199,317 at 4% or $132,878 at 6%; with 100% employer match about $149,488 at 4% or $99,658 at 6%.
200914$29,862$29,756$7,439iApproximate average salary by contribution assumption: employee only about $185,975 at 4% or $123,983 at 6%; with 50% employer match about $123,983 at 4% or $82,656 at 6%; with 100% employer match about $92,988 at 4% or $61,992 at 6%.
Melfa Wealth Management Inc 401 K Profit Sharing Plan Trust-4$29,862$29,756$7,439iApproximate average salary by contribution assumption: employee only about $185,975 at 4% or $123,983 at 6%; with 50% employer match about $123,983 at 4% or $82,656 at 6%; with 100% employer match about $92,988 at 4% or $61,992 at 6%.