Civic Intelligence

BELLMARK PARTNERS, LLC

Plan context: BELLMARK PARTNERS, LLC 401(K) RETIREMENT PLAN

EIN 26-4551043 • Boston, MA • 13 filings • 2 plans

75 Central Street2nd FloorBoston, MA 02109
Current Snapshot

Latest Year

2025

2025 Participants

18

2025 Assets

$2,965,761

2025 Contributions

$449,773

Historical Graphs

Total Assets Over Time

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

$2,965,761$1,482,881$0201320192025YearValue
$2,965,761Latest year 2025

Participants Over Time

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

1890201320192025YearValue
18Latest 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
2025118$2,965,761$449,773$24,987iApproximate average salary by contribution assumption: employee only about $624,685 at 4% or $416,456 at 6%; with 50% employer match about $416,456 at 4% or $277,638 at 6%; with 100% employer match about $312,342 at 4% or $208,228 at 6%.
BELLMARK PARTNERS, LLC 401(K) RETIREMENT PLAN-18$2,965,761$449,773$24,987iApproximate average salary by contribution assumption: employee only about $624,685 at 4% or $416,456 at 6%; with 50% employer match about $416,456 at 4% or $277,638 at 6%; with 100% employer match about $312,342 at 4% or $208,228 at 6%.
2024115$2,425,650$323,533$21,569iApproximate average salary by contribution assumption: employee only about $539,222 at 4% or $359,481 at 6%; with 50% employer match about $359,481 at 4% or $239,654 at 6%; with 100% employer match about $269,611 at 4% or $179,741 at 6%.
BELLMARK PARTNERS, LLC 401(K) RETIREMENT PLAN-15$2,425,650$323,533$21,569iApproximate average salary by contribution assumption: employee only about $539,222 at 4% or $359,481 at 6%; with 50% employer match about $359,481 at 4% or $239,654 at 6%; with 100% employer match about $269,611 at 4% or $179,741 at 6%.
2023117$2,084,848$299,682$17,628iApproximate average salary by contribution assumption: employee only about $440,709 at 4% or $293,806 at 6%; with 50% employer match about $293,806 at 4% or $195,871 at 6%; with 100% employer match about $220,354 at 4% or $146,903 at 6%.
BELLMARK PARTNERS, LLC 401(K) RETIREMENT PLAN-17$2,084,848$299,682$17,628iApproximate average salary by contribution assumption: employee only about $440,709 at 4% or $293,806 at 6%; with 50% employer match about $293,806 at 4% or $195,871 at 6%; with 100% employer match about $220,354 at 4% or $146,903 at 6%.
2022118$1,567,456$277,622$15,423iApproximate average salary by contribution assumption: employee only about $385,586 at 4% or $257,057 at 6%; with 50% employer match about $257,057 at 4% or $171,372 at 6%; with 100% employer match about $192,793 at 4% or $128,529 at 6%.
BELLMARK PARTNERS, LLC 401(K) RETIREMENT PLAN-18$1,567,456$277,622$15,423iApproximate average salary by contribution assumption: employee only about $385,586 at 4% or $257,057 at 6%; with 50% employer match about $257,057 at 4% or $171,372 at 6%; with 100% employer match about $192,793 at 4% or $128,529 at 6%.
2021117$2,002,767$247,689$14,570iApproximate average salary by contribution assumption: employee only about $364,249 at 4% or $242,832 at 6%; with 50% employer match about $242,832 at 4% or $161,888 at 6%; with 100% employer match about $182,124 at 4% or $121,416 at 6%.
BELLMARK PARTNERS, LLC 401(K) RETIREMENT PLAN-17$2,002,767$247,689$14,570iApproximate average salary by contribution assumption: employee only about $364,249 at 4% or $242,832 at 6%; with 50% employer match about $242,832 at 4% or $161,888 at 6%; with 100% employer match about $182,124 at 4% or $121,416 at 6%.
2020117$1,650,398$308,193$18,129iApproximate average salary by contribution assumption: employee only about $453,225 at 4% or $302,150 at 6%; with 50% employer match about $302,150 at 4% or $201,433 at 6%; with 100% employer match about $226,613 at 4% or $151,075 at 6%.
BELLMARK PARTNERS, LLC 401(K) RETIREMENT PLAN-17$1,650,398$308,193$18,129iApproximate average salary by contribution assumption: employee only about $453,225 at 4% or $302,150 at 6%; with 50% employer match about $302,150 at 4% or $201,433 at 6%; with 100% employer match about $226,613 at 4% or $151,075 at 6%.
2019116$1,104,665$237,981$14,874iApproximate average salary by contribution assumption: employee only about $371,845 at 4% or $247,897 at 6%; with 50% employer match about $247,897 at 4% or $165,265 at 6%; with 100% employer match about $185,923 at 4% or $123,948 at 6%.
BELLMARK PARTNERS, LLC 401(K) PROFIT SHARING PLAN-16$1,104,665$237,981$14,874iApproximate average salary by contribution assumption: employee only about $371,845 at 4% or $247,897 at 6%; with 50% employer match about $247,897 at 4% or $165,265 at 6%; with 100% employer match about $185,923 at 4% or $123,948 at 6%.
2018112$704,664$214,908$17,909iApproximate average salary by contribution assumption: employee only about $447,725 at 4% or $298,483 at 6%; with 50% employer match about $298,483 at 4% or $198,989 at 6%; with 100% employer match about $223,863 at 4% or $149,242 at 6%.
BELLMARK PARTNERS, LLC 401(K) PROFIT SHARING PLAN-12$704,664$214,908$17,909iApproximate average salary by contribution assumption: employee only about $447,725 at 4% or $298,483 at 6%; with 50% employer match about $298,483 at 4% or $198,989 at 6%; with 100% employer match about $223,863 at 4% or $149,242 at 6%.
2017111$609,116$167,474$15,225iApproximate average salary by contribution assumption: employee only about $380,623 at 4% or $253,748 at 6%; with 50% employer match about $253,748 at 4% or $169,166 at 6%; with 100% employer match about $190,311 at 4% or $126,874 at 6%.
BELLMARK PARTNERS, LLC 401(K) PROFIT SHARING PLAN-11$609,116$167,474$15,225iApproximate average salary by contribution assumption: employee only about $380,623 at 4% or $253,748 at 6%; with 50% employer match about $253,748 at 4% or $169,166 at 6%; with 100% employer match about $190,311 at 4% or $126,874 at 6%.
2016111$426,012$157,483$14,317iApproximate average salary by contribution assumption: employee only about $357,916 at 4% or $238,611 at 6%; with 50% employer match about $238,611 at 4% or $159,074 at 6%; with 100% employer match about $178,958 at 4% or $119,305 at 6%.
BELLMARK PARTNERS, LLC 401(K) PROFIT SHARING PLAN-11$426,012$157,483$14,317iApproximate average salary by contribution assumption: employee only about $357,916 at 4% or $238,611 at 6%; with 50% employer match about $238,611 at 4% or $159,074 at 6%; with 100% employer match about $178,958 at 4% or $119,305 at 6%.
2015111$269,793$151,564$13,779iApproximate average salary by contribution assumption: employee only about $344,464 at 4% or $229,642 at 6%; with 50% employer match about $229,642 at 4% or $153,095 at 6%; with 100% employer match about $172,232 at 4% or $114,821 at 6%.
BELLMARK PARTNERS, LLC 401(K) PROFIT SHARING PLAN-11$269,793$151,564$13,779iApproximate average salary by contribution assumption: employee only about $344,464 at 4% or $229,642 at 6%; with 50% employer match about $229,642 at 4% or $153,095 at 6%; with 100% employer match about $172,232 at 4% or $114,821 at 6%.
2014110$130,187$50,042$5,004iApproximate average salary by contribution assumption: employee only about $125,105 at 4% or $83,403 at 6%; with 50% employer match about $83,403 at 4% or $55,602 at 6%; with 100% employer match about $62,553 at 4% or $41,702 at 6%.
BELLMARK PARTNERS, LLC 401(K) PROFIT SHARING PLAN-10$130,187$50,042$5,004iApproximate average salary by contribution assumption: employee only about $125,105 at 4% or $83,403 at 6%; with 50% employer match about $83,403 at 4% or $55,602 at 6%; with 100% employer match about $62,553 at 4% or $41,702 at 6%.
2013110$87,077$87,077$8,708iApproximate average salary by contribution assumption: employee only about $217,693 at 4% or $145,128 at 6%; with 50% employer match about $145,128 at 4% or $96,752 at 6%; with 100% employer match about $108,846 at 4% or $72,564 at 6%.
BELLMARK PARTNERS, LLC 401(K) PROFIT SHARING PLAN-10$87,077$87,077$8,708iApproximate average salary by contribution assumption: employee only about $217,693 at 4% or $145,128 at 6%; with 50% employer match about $145,128 at 4% or $96,752 at 6%; with 100% employer match about $108,846 at 4% or $72,564 at 6%.