Civic Intelligence

Ampersand Management LLC

Plan context: Ampersand Management LLC 401K Plan

EIN 27-0745274 • Boston, MA • 15 filings • 2 plans

One Post Office Square, Suite 2900Boston, MA 02109
Current Snapshot

Latest Year

2024

2024 Participants

36

2024 Assets

$23,343,896

2024 Contributions

$1,647,287

Historical Graphs

Total Assets Over Time

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

$23,343,896$11,671,948$0201020172024YearValue
$23,343,896Latest year 2024

Participants Over Time

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

36180201020172024YearValue
36Latest 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
2024136$23,343,896$1,647,287$45,758iApproximate average salary by contribution assumption: employee only about $1,143,949 at 4% or $762,633 at 6%; with 50% employer match about $762,633 at 4% or $508,422 at 6%; with 100% employer match about $571,975 at 4% or $381,316 at 6%.
Ampersand Management LLC 401K Plan-36$23,343,896$1,647,287$45,758iApproximate average salary by contribution assumption: employee only about $1,143,949 at 4% or $762,633 at 6%; with 50% employer match about $762,633 at 4% or $508,422 at 6%; with 100% employer match about $571,975 at 4% or $381,316 at 6%.
2023135$19,046,339$1,535,743$43,878iApproximate average salary by contribution assumption: employee only about $1,096,959 at 4% or $731,306 at 6%; with 50% employer match about $731,306 at 4% or $487,537 at 6%; with 100% employer match about $548,480 at 4% or $365,653 at 6%.
Ampersand Management LLC 401K Plan-35$19,046,339$1,535,743$43,878iApproximate average salary by contribution assumption: employee only about $1,096,959 at 4% or $731,306 at 6%; with 50% employer match about $731,306 at 4% or $487,537 at 6%; with 100% employer match about $548,480 at 4% or $365,653 at 6%.
2022134$14,819,091$1,345,560$39,575iApproximate average salary by contribution assumption: employee only about $989,382 at 4% or $659,588 at 6%; with 50% employer match about $659,588 at 4% or $439,725 at 6%; with 100% employer match about $494,691 at 4% or $329,794 at 6%.
Ampersand Management LLC 401K Plan-34$14,819,091$1,345,560$39,575iApproximate average salary by contribution assumption: employee only about $989,382 at 4% or $659,588 at 6%; with 50% employer match about $659,588 at 4% or $439,725 at 6%; with 100% employer match about $494,691 at 4% or $329,794 at 6%.
2021128$16,380,928$1,079,469$38,552iApproximate average salary by contribution assumption: employee only about $963,812 at 4% or $642,541 at 6%; with 50% employer match about $642,541 at 4% or $428,361 at 6%; with 100% employer match about $481,906 at 4% or $321,271 at 6%.
Ampersand Management LLC 401K Plan-28$16,380,928$1,079,469$38,552iApproximate average salary by contribution assumption: employee only about $963,812 at 4% or $642,541 at 6%; with 50% employer match about $642,541 at 4% or $428,361 at 6%; with 100% employer match about $481,906 at 4% or $321,271 at 6%.
2020126$14,118,123$640,132$24,620iApproximate average salary by contribution assumption: employee only about $615,512 at 4% or $410,341 at 6%; with 50% employer match about $410,341 at 4% or $273,561 at 6%; with 100% employer match about $307,756 at 4% or $205,171 at 6%.
Ampersand Management LLC 401K Plan-26$14,118,123$640,132$24,620iApproximate average salary by contribution assumption: employee only about $615,512 at 4% or $410,341 at 6%; with 50% employer match about $410,341 at 4% or $273,561 at 6%; with 100% employer match about $307,756 at 4% or $205,171 at 6%.
2019124$14,295,120$547,565$22,815iApproximate average salary by contribution assumption: employee only about $570,380 at 4% or $380,253 at 6%; with 50% employer match about $380,253 at 4% or $253,502 at 6%; with 100% employer match about $285,190 at 4% or $190,127 at 6%.
Ampersand Management LLC 401K Plan-24$14,295,120$547,565$22,815iApproximate average salary by contribution assumption: employee only about $570,380 at 4% or $380,253 at 6%; with 50% employer match about $380,253 at 4% or $253,502 at 6%; with 100% employer match about $285,190 at 4% or $190,127 at 6%.
2018126$10,966,313$525,997$20,231iApproximate average salary by contribution assumption: employee only about $505,766 at 4% or $337,178 at 6%; with 50% employer match about $337,178 at 4% or $224,785 at 6%; with 100% employer match about $252,883 at 4% or $168,589 at 6%.
Ampersand Management LLC 401K Plan-26$10,966,313$525,997$20,231iApproximate average salary by contribution assumption: employee only about $505,766 at 4% or $337,178 at 6%; with 50% employer match about $337,178 at 4% or $224,785 at 6%; with 100% employer match about $252,883 at 4% or $168,589 at 6%.
2017121$13,435,771$482,868$22,994iApproximate average salary by contribution assumption: employee only about $574,843 at 4% or $383,229 at 6%; with 50% employer match about $383,229 at 4% or $255,486 at 6%; with 100% employer match about $287,421 at 4% or $191,614 at 6%.
Ampersand Management LLC 401K Plan-21$13,435,771$482,868$22,994iApproximate average salary by contribution assumption: employee only about $574,843 at 4% or $383,229 at 6%; with 50% employer match about $383,229 at 4% or $255,486 at 6%; with 100% employer match about $287,421 at 4% or $191,614 at 6%.
2016121$12,122,367$692,303$32,967iApproximate average salary by contribution assumption: employee only about $824,170 at 4% or $549,447 at 6%; with 50% employer match about $549,447 at 4% or $366,298 at 6%; with 100% employer match about $412,085 at 4% or $274,723 at 6%.
Ampersand Management LLC 401K Plan-21$12,122,367$692,303$32,967iApproximate average salary by contribution assumption: employee only about $824,170 at 4% or $549,447 at 6%; with 50% employer match about $549,447 at 4% or $366,298 at 6%; with 100% employer match about $412,085 at 4% or $274,723 at 6%.
2015118$10,659,308$354,460$19,692iApproximate average salary by contribution assumption: employee only about $492,306 at 4% or $328,204 at 6%; with 50% employer match about $328,204 at 4% or $218,802 at 6%; with 100% employer match about $246,153 at 4% or $164,102 at 6%.
Ampersand Management LLC 401K Plan-18$10,659,308$354,460$19,692iApproximate average salary by contribution assumption: employee only about $492,306 at 4% or $328,204 at 6%; with 50% employer match about $328,204 at 4% or $218,802 at 6%; with 100% employer match about $246,153 at 4% or $164,102 at 6%.
2014118$10,349,722$341,780$18,988iApproximate average salary by contribution assumption: employee only about $474,694 at 4% or $316,463 at 6%; with 50% employer match about $316,463 at 4% or $210,975 at 6%; with 100% employer match about $237,347 at 4% or $158,231 at 6%.
Ampersand Management LLC 401K Plan-18$10,349,722$341,780$18,988iApproximate average salary by contribution assumption: employee only about $474,694 at 4% or $316,463 at 6%; with 50% employer match about $316,463 at 4% or $210,975 at 6%; with 100% employer match about $237,347 at 4% or $158,231 at 6%.
2013119$9,746,375$712,416$37,496iApproximate average salary by contribution assumption: employee only about $937,389 at 4% or $624,926 at 6%; with 50% employer match about $624,926 at 4% or $416,618 at 6%; with 100% employer match about $468,695 at 4% or $312,463 at 6%.
Ampersand Management LLC 401K Plan-19$9,746,375$712,416$37,496iApproximate average salary by contribution assumption: employee only about $937,389 at 4% or $624,926 at 6%; with 50% employer match about $624,926 at 4% or $416,618 at 6%; with 100% employer match about $468,695 at 4% or $312,463 at 6%.
2012117$8,724,381$620,756$36,515iApproximate average salary by contribution assumption: employee only about $912,876 at 4% or $608,584 at 6%; with 50% employer match about $608,584 at 4% or $405,723 at 6%; with 100% employer match about $456,438 at 4% or $304,292 at 6%.
Ampersand Management LLC 401K Plan-17$8,724,381$620,756$36,515iApproximate average salary by contribution assumption: employee only about $912,876 at 4% or $608,584 at 6%; with 50% employer match about $608,584 at 4% or $405,723 at 6%; with 100% employer match about $456,438 at 4% or $304,292 at 6%.
2011119$8,042,809$779,294$41,015iApproximate average salary by contribution assumption: employee only about $1,025,387 at 4% or $683,591 at 6%; with 50% employer match about $683,591 at 4% or $455,727 at 6%; with 100% employer match about $512,693 at 4% or $341,796 at 6%.
Ampersand Management LLC 401K Plan-19$8,042,809$779,294$41,015iApproximate average salary by contribution assumption: employee only about $1,025,387 at 4% or $683,591 at 6%; with 50% employer match about $683,591 at 4% or $455,727 at 6%; with 100% employer match about $512,693 at 4% or $341,796 at 6%.
2010122$8,093,811$880,686$40,031iApproximate average salary by contribution assumption: employee only about $1,000,780 at 4% or $667,186 at 6%; with 50% employer match about $667,186 at 4% or $444,791 at 6%; with 100% employer match about $500,390 at 4% or $333,593 at 6%.
Ampersand Management LLC 401K Plan-22$8,093,811$880,686$40,031iApproximate average salary by contribution assumption: employee only about $1,000,780 at 4% or $667,186 at 6%; with 50% employer match about $667,186 at 4% or $444,791 at 6%; with 100% employer match about $500,390 at 4% or $333,593 at 6%.