Civic Intelligence

Baystate Wealth Management LLC

Plan context: Baystate Wealth Management LLC 401(K) Profit Sharing Plan

EIN 27-0849691 • Boston, MA • 9 filings • 2 plans

1 Marina Park Drive16th FloorBoston, MA 02210
Current Snapshot

Latest Year

2023

2023 Participants

13

2023 Assets

$2,176,977

2023 Contributions

$281,801

Historical Graphs

Total Assets Over Time

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

$2,271,526$1,135,763$0201520192022YearValue
$2,176,977Latest year 2022

Participants Over Time

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

1470201520192022YearValue
13Latest year 2022

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
202310$0$0-
Baystate Wealth Management LLC 401(K) Profit Sharing Plan-0$0--
2022113$2,176,977$281,801$21,677iApproximate average salary by contribution assumption: employee only about $541,925 at 4% or $361,283 at 6%; with 50% employer match about $361,283 at 4% or $240,856 at 6%; with 100% employer match about $270,963 at 4% or $180,642 at 6%.
Baystate Wealth Management LLC 401(K) Profit Sharing Plan-13$2,176,977$281,801$21,677iApproximate average salary by contribution assumption: employee only about $541,925 at 4% or $361,283 at 6%; with 50% employer match about $361,283 at 4% or $240,856 at 6%; with 100% employer match about $270,963 at 4% or $180,642 at 6%.
2021114$2,271,526$371,314$26,522iApproximate average salary by contribution assumption: employee only about $663,061 at 4% or $442,040 at 6%; with 50% employer match about $442,040 at 4% or $294,694 at 6%; with 100% employer match about $331,530 at 4% or $221,020 at 6%.
Baystate Wealth Management LLC 401(K) Profit Sharing Plan-14$2,271,526$371,314$26,522iApproximate average salary by contribution assumption: employee only about $663,061 at 4% or $442,040 at 6%; with 50% employer match about $442,040 at 4% or $294,694 at 6%; with 100% employer match about $331,530 at 4% or $221,020 at 6%.
2020114$1,566,838$286,622$20,473iApproximate average salary by contribution assumption: employee only about $511,825 at 4% or $341,217 at 6%; with 50% employer match about $341,217 at 4% or $227,478 at 6%; with 100% employer match about $255,913 at 4% or $170,608 at 6%.
Baystate Wealth Management LLC 401(K) Profit Sharing Plan-14$1,566,838$286,622$20,473iApproximate average salary by contribution assumption: employee only about $511,825 at 4% or $341,217 at 6%; with 50% employer match about $341,217 at 4% or $227,478 at 6%; with 100% employer match about $255,913 at 4% or $170,608 at 6%.
2019114$1,141,875$267,672$19,119iApproximate average salary by contribution assumption: employee only about $477,986 at 4% or $318,657 at 6%; with 50% employer match about $318,657 at 4% or $212,438 at 6%; with 100% employer match about $238,993 at 4% or $159,329 at 6%.
Baystate Wealth Management LLC 401(K) Profit Sharing Plan-14$1,141,875$267,672$19,119iApproximate average salary by contribution assumption: employee only about $477,986 at 4% or $318,657 at 6%; with 50% employer match about $318,657 at 4% or $212,438 at 6%; with 100% employer match about $238,993 at 4% or $159,329 at 6%.
2018112$671,543$118,265$9,855iApproximate average salary by contribution assumption: employee only about $246,385 at 4% or $164,257 at 6%; with 50% employer match about $164,257 at 4% or $109,505 at 6%; with 100% employer match about $123,193 at 4% or $82,128 at 6%.
Baystate Wealth Management LLC 401(K) Profit Sharing Plan-12$671,543$118,265$9,855iApproximate average salary by contribution assumption: employee only about $246,385 at 4% or $164,257 at 6%; with 50% employer match about $164,257 at 4% or $109,505 at 6%; with 100% employer match about $123,193 at 4% or $82,128 at 6%.
2017114$682,193$208,168$14,869iApproximate average salary by contribution assumption: employee only about $371,729 at 4% or $247,819 at 6%; with 50% employer match about $247,819 at 4% or $165,213 at 6%; with 100% employer match about $185,864 at 4% or $123,910 at 6%.
Baystate Wealth Management LLC 401(K) Profit Sharing Plan-14$682,193$208,168$14,869iApproximate average salary by contribution assumption: employee only about $371,729 at 4% or $247,819 at 6%; with 50% employer match about $247,819 at 4% or $165,213 at 6%; with 100% employer match about $185,864 at 4% or $123,910 at 6%.
2016113$394,877$221,625$17,048iApproximate average salary by contribution assumption: employee only about $426,202 at 4% or $284,135 at 6%; with 50% employer match about $284,135 at 4% or $189,423 at 6%; with 100% employer match about $213,101 at 4% or $142,067 at 6%.
Baystate Wealth Management LLC 401(K) Profit Sharing Plan-13$394,877$221,625$17,048iApproximate average salary by contribution assumption: employee only about $426,202 at 4% or $284,135 at 6%; with 50% employer match about $284,135 at 4% or $189,423 at 6%; with 100% employer match about $213,101 at 4% or $142,067 at 6%.
201518$158,863$161,318$20,165iApproximate average salary by contribution assumption: employee only about $504,119 at 4% or $336,079 at 6%; with 50% employer match about $336,079 at 4% or $224,053 at 6%; with 100% employer match about $252,059 at 4% or $168,040 at 6%.
Baystate Wealth Management LLC 401(K) Profit Sharing Plan-8$158,863$161,318$20,165iApproximate average salary by contribution assumption: employee only about $504,119 at 4% or $336,079 at 6%; with 50% employer match about $336,079 at 4% or $224,053 at 6%; with 100% employer match about $252,059 at 4% or $168,040 at 6%.