Civic Intelligence

Equity Resource Investments LLC

Plan context: Equity Resource Investments LLC 401(K) Plan

EIN 27-0024188 • Cambridge, MA • 20 filings • 2 plans

1280 Massachusetts AveFL 4Cambridge, MA 02138
Current Snapshot

Latest Year

2024

2024 Participants

26

2024 Assets

$3,926,412

2024 Contributions

$532,317

Historical Graphs

Total Assets Over Time

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

$3,926,412$1,963,206$0200620152024YearValue
$3,926,412Latest year 2024

Participants Over Time

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

26130200520152024YearValue
26Latest 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
2024126$3,926,412$532,317$20,474iApproximate average salary by contribution assumption: employee only about $511,843 at 4% or $341,229 at 6%; with 50% employer match about $341,229 at 4% or $227,486 at 6%; with 100% employer match about $255,922 at 4% or $170,614 at 6%.
Equity Resource Investments LLC 401(K) Plan-26$3,926,412$532,317$20,474iApproximate average salary by contribution assumption: employee only about $511,843 at 4% or $341,229 at 6%; with 50% employer match about $341,229 at 4% or $227,486 at 6%; with 100% employer match about $255,922 at 4% or $170,614 at 6%.
2023125$3,491,809$536,240$21,450iApproximate average salary by contribution assumption: employee only about $536,240 at 4% or $357,493 at 6%; with 50% employer match about $357,493 at 4% or $238,329 at 6%; with 100% employer match about $268,120 at 4% or $178,747 at 6%.
Equity Resource Investments LLC 401(K) Plan-25$3,491,809$536,240$21,450iApproximate average salary by contribution assumption: employee only about $536,240 at 4% or $357,493 at 6%; with 50% employer match about $357,493 at 4% or $238,329 at 6%; with 100% employer match about $268,120 at 4% or $178,747 at 6%.
2022125$2,644,607$654,210$26,168iApproximate average salary by contribution assumption: employee only about $654,210 at 4% or $436,140 at 6%; with 50% employer match about $436,140 at 4% or $290,760 at 6%; with 100% employer match about $327,105 at 4% or $218,070 at 6%.
Equity Resource Investments LLC 401(K) Plan-25$2,644,607$654,210$26,168iApproximate average salary by contribution assumption: employee only about $654,210 at 4% or $436,140 at 6%; with 50% employer match about $436,140 at 4% or $290,760 at 6%; with 100% employer match about $327,105 at 4% or $218,070 at 6%.
2021119$3,610,281$516,766$27,198iApproximate average salary by contribution assumption: employee only about $679,955 at 4% or $453,304 at 6%; with 50% employer match about $453,304 at 4% or $302,202 at 6%; with 100% employer match about $339,978 at 4% or $226,652 at 6%.
Equity Resource Investments LLC 401(K) Plan-19$3,610,281$516,766$27,198iApproximate average salary by contribution assumption: employee only about $679,955 at 4% or $453,304 at 6%; with 50% employer match about $453,304 at 4% or $302,202 at 6%; with 100% employer match about $339,978 at 4% or $226,652 at 6%.
2020120$2,973,200$493,193$24,660iApproximate average salary by contribution assumption: employee only about $616,491 at 4% or $410,994 at 6%; with 50% employer match about $410,994 at 4% or $273,996 at 6%; with 100% employer match about $308,246 at 4% or $205,497 at 6%.
Equity Resource Investments LLC 401(K) Plan-20$2,973,200$493,193$24,660iApproximate average salary by contribution assumption: employee only about $616,491 at 4% or $410,994 at 6%; with 50% employer match about $410,994 at 4% or $273,996 at 6%; with 100% employer match about $308,246 at 4% or $205,497 at 6%.
2019120$2,210,806$475,879$23,794iApproximate average salary by contribution assumption: employee only about $594,849 at 4% or $396,566 at 6%; with 50% employer match about $396,566 at 4% or $264,377 at 6%; with 100% employer match about $297,424 at 4% or $198,283 at 6%.
Equity Resource Investments LLC 401(K) Plan-20$2,210,806$475,879$23,794iApproximate average salary by contribution assumption: employee only about $594,849 at 4% or $396,566 at 6%; with 50% employer match about $396,566 at 4% or $264,377 at 6%; with 100% employer match about $297,424 at 4% or $198,283 at 6%.
2018118$1,382,217$276,019$15,334iApproximate average salary by contribution assumption: employee only about $383,360 at 4% or $255,573 at 6%; with 50% employer match about $255,573 at 4% or $170,382 at 6%; with 100% employer match about $191,680 at 4% or $127,787 at 6%.
Equity Resource Investments LLC 401(K) Plan-18$1,382,217$276,019$15,334iApproximate average salary by contribution assumption: employee only about $383,360 at 4% or $255,573 at 6%; with 50% employer match about $255,573 at 4% or $170,382 at 6%; with 100% employer match about $191,680 at 4% or $127,787 at 6%.
2017118$1,323,619$248,396$13,800iApproximate average salary by contribution assumption: employee only about $344,994 at 4% or $229,996 at 6%; with 50% employer match about $229,996 at 4% or $153,331 at 6%; with 100% employer match about $172,497 at 4% or $114,998 at 6%.
Equity Resource Investments LLC 401(K) Plan-18$1,323,619$248,396$13,800iApproximate average salary by contribution assumption: employee only about $344,994 at 4% or $229,996 at 6%; with 50% employer match about $229,996 at 4% or $153,331 at 6%; with 100% employer match about $172,497 at 4% or $114,998 at 6%.
2016116$888,228$161,651$10,103iApproximate average salary by contribution assumption: employee only about $252,580 at 4% or $168,386 at 6%; with 50% employer match about $168,386 at 4% or $112,258 at 6%; with 100% employer match about $126,290 at 4% or $84,193 at 6%.
Equity Resource Investments LLC 401(K) Plan-16$888,228$161,651$10,103iApproximate average salary by contribution assumption: employee only about $252,580 at 4% or $168,386 at 6%; with 50% employer match about $168,386 at 4% or $112,258 at 6%; with 100% employer match about $126,290 at 4% or $84,193 at 6%.
2015116$658,585$124,425$7,777iApproximate average salary by contribution assumption: employee only about $194,414 at 4% or $129,609 at 6%; with 50% employer match about $129,609 at 4% or $86,406 at 6%; with 100% employer match about $97,207 at 4% or $64,805 at 6%.
Equity Resource Investments LLC 401(K) Plan-16$658,585$124,425$7,777iApproximate average salary by contribution assumption: employee only about $194,414 at 4% or $129,609 at 6%; with 50% employer match about $129,609 at 4% or $86,406 at 6%; with 100% employer match about $97,207 at 4% or $64,805 at 6%.
2014117$530,592$113,891$6,699iApproximate average salary by contribution assumption: employee only about $167,487 at 4% or $111,658 at 6%; with 50% employer match about $111,658 at 4% or $74,439 at 6%; with 100% employer match about $83,743 at 4% or $55,829 at 6%.
Equity Resource Investments LLC 401(K) Plan-17$530,592$113,891$6,699iApproximate average salary by contribution assumption: employee only about $167,487 at 4% or $111,658 at 6%; with 50% employer match about $111,658 at 4% or $74,439 at 6%; with 100% employer match about $83,743 at 4% or $55,829 at 6%.
2013114$385,305$102,445$7,318iApproximate average salary by contribution assumption: employee only about $182,938 at 4% or $121,958 at 6%; with 50% employer match about $121,958 at 4% or $81,306 at 6%; with 100% employer match about $91,469 at 4% or $60,979 at 6%.
Equity Resource Investments LLC 401(K) Plan-14$385,305$102,445$7,318iApproximate average salary by contribution assumption: employee only about $182,938 at 4% or $121,958 at 6%; with 50% employer match about $121,958 at 4% or $81,306 at 6%; with 100% employer match about $91,469 at 4% or $60,979 at 6%.
2012113$327,614$56,470$4,344iApproximate average salary by contribution assumption: employee only about $108,596 at 4% or $72,397 at 6%; with 50% employer match about $72,397 at 4% or $48,265 at 6%; with 100% employer match about $54,298 at 4% or $36,199 at 6%.
Equity Resource Investments LLC 401(K) Plan-13$327,614$56,470$4,344iApproximate average salary by contribution assumption: employee only about $108,596 at 4% or $72,397 at 6%; with 50% employer match about $72,397 at 4% or $48,265 at 6%; with 100% employer match about $54,298 at 4% or $36,199 at 6%.
2011111$346,455$97,890$8,899iApproximate average salary by contribution assumption: employee only about $222,477 at 4% or $148,318 at 6%; with 50% employer match about $148,318 at 4% or $98,879 at 6%; with 100% employer match about $111,239 at 4% or $74,159 at 6%.
Equity Resource Investments LLC 401(K) Plan-11$346,455$97,890$8,899iApproximate average salary by contribution assumption: employee only about $222,477 at 4% or $148,318 at 6%; with 50% employer match about $148,318 at 4% or $98,879 at 6%; with 100% employer match about $111,239 at 4% or $74,159 at 6%.
2010113$256,942$76,262$5,866iApproximate average salary by contribution assumption: employee only about $146,658 at 4% or $97,772 at 6%; with 50% employer match about $97,772 at 4% or $65,181 at 6%; with 100% employer match about $73,329 at 4% or $48,886 at 6%.
Equity Resource Investments LLC 401(K) Plan-13$256,942$76,262$5,866iApproximate average salary by contribution assumption: employee only about $146,658 at 4% or $97,772 at 6%; with 50% employer match about $97,772 at 4% or $65,181 at 6%; with 100% employer match about $73,329 at 4% or $48,886 at 6%.
2009112$163,797$69,992$5,833iApproximate average salary by contribution assumption: employee only about $145,817 at 4% or $97,211 at 6%; with 50% employer match about $97,211 at 4% or $64,807 at 6%; with 100% employer match about $72,908 at 4% or $48,606 at 6%.
Equity Resource Investments LLC 401(K) Plan-12$163,797$69,992$5,833iApproximate average salary by contribution assumption: employee only about $145,817 at 4% or $97,211 at 6%; with 50% employer match about $97,211 at 4% or $64,807 at 6%; with 100% employer match about $72,908 at 4% or $48,606 at 6%.
2008112$69,050$58,193$4,849iApproximate average salary by contribution assumption: employee only about $121,235 at 4% or $80,824 at 6%; with 50% employer match about $80,824 at 4% or $53,882 at 6%; with 100% employer match about $60,618 at 4% or $40,412 at 6%.
Equity Resource Investments LLC 401(K) Plan-12$69,050$58,193$4,849iApproximate average salary by contribution assumption: employee only about $121,235 at 4% or $80,824 at 6%; with 50% employer match about $80,824 at 4% or $53,882 at 6%; with 100% employer match about $60,618 at 4% or $40,412 at 6%.
200718$34,792$20,416$2,552iApproximate average salary by contribution assumption: employee only about $63,800 at 4% or $42,533 at 6%; with 50% employer match about $42,533 at 4% or $28,356 at 6%; with 100% employer match about $31,900 at 4% or $21,267 at 6%.
Equity Resource Investments LLC 401(K) Plan-8$34,792$20,416$2,552iApproximate average salary by contribution assumption: employee only about $63,800 at 4% or $42,533 at 6%; with 50% employer match about $42,533 at 4% or $28,356 at 6%; with 100% employer match about $31,900 at 4% or $21,267 at 6%.
200616$18,758$17,564$2,927iApproximate average salary by contribution assumption: employee only about $73,183 at 4% or $48,789 at 6%; with 50% employer match about $48,789 at 4% or $32,526 at 6%; with 100% employer match about $36,592 at 4% or $24,394 at 6%.
Equity Resource Investments LLC 401(K) Plan-6$18,758$17,564$2,927iApproximate average salary by contribution assumption: employee only about $73,183 at 4% or $48,789 at 6%; with 50% employer match about $48,789 at 4% or $32,526 at 6%; with 100% employer match about $36,592 at 4% or $24,394 at 6%.
200515$0$0-
Equity Resource Investments LLC 401(K) Plan-5---