Civic Intelligence

Bassett & Cassidy Inc

Plan context: Bassett & Cassidy Inc 401(K) Profit Sharing Plan & Trust

EIN 27-1006158 • Lowell, MA • 20 filings • 3 plans

1527 Middlesex St Apt 1Lowell, MA 01851-1271
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$1,702,461

2024 Contributions

$97,652

Historical Graphs

Total Assets Over Time

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

$1,702,461$851,231$0200920172024YearValue
$1,702,461Latest year 2024

Participants Over Time

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

1160200920172024YearValue
11Latest 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
2024111$1,702,461$97,652$8,877iApproximate average salary by contribution assumption: employee only about $221,936 at 4% or $147,958 at 6%; with 50% employer match about $147,958 at 4% or $98,638 at 6%; with 100% employer match about $110,968 at 4% or $73,979 at 6%.
Bassett & Cassidy Inc 401(K) Profit Sharing Plan & Trust-11$1,702,461$97,652$8,877iApproximate average salary by contribution assumption: employee only about $221,936 at 4% or $147,958 at 6%; with 50% employer match about $147,958 at 4% or $98,638 at 6%; with 100% employer match about $110,968 at 4% or $73,979 at 6%.
2023110$1,281,266$73,038$7,304iApproximate average salary by contribution assumption: employee only about $182,595 at 4% or $121,730 at 6%; with 50% employer match about $121,730 at 4% or $81,153 at 6%; with 100% employer match about $91,298 at 4% or $60,865 at 6%.
Bassett & Cassidy Inc 401(K) Profit Sharing Plan & Trust-10$1,281,266$73,038$7,304iApproximate average salary by contribution assumption: employee only about $182,595 at 4% or $121,730 at 6%; with 50% employer match about $121,730 at 4% or $81,153 at 6%; with 100% employer match about $91,298 at 4% or $60,865 at 6%.
202219$971,697$79,155$8,795iApproximate average salary by contribution assumption: employee only about $219,875 at 4% or $146,583 at 6%; with 50% employer match about $146,583 at 4% or $97,722 at 6%; with 100% employer match about $109,938 at 4% or $73,292 at 6%.
Bassett & Cassidy Inc 401(K) Profit Sharing Plan & Trust-9$971,697$79,155$8,795iApproximate average salary by contribution assumption: employee only about $219,875 at 4% or $146,583 at 6%; with 50% employer match about $146,583 at 4% or $97,722 at 6%; with 100% employer match about $109,938 at 4% or $73,292 at 6%.
202119$1,185,165$79,074$8,786iApproximate average salary by contribution assumption: employee only about $219,650 at 4% or $146,433 at 6%; with 50% employer match about $146,433 at 4% or $97,622 at 6%; with 100% employer match about $109,825 at 4% or $73,217 at 6%.
Bassett & Cassidy Inc 401(K) Profit Sharing Plan & Trust-9$1,185,165$79,074$8,786iApproximate average salary by contribution assumption: employee only about $219,650 at 4% or $146,433 at 6%; with 50% employer match about $146,433 at 4% or $97,622 at 6%; with 100% employer match about $109,825 at 4% or $73,217 at 6%.
202018$936,557$77,833$9,729iApproximate average salary by contribution assumption: employee only about $243,228 at 4% or $162,152 at 6%; with 50% employer match about $162,152 at 4% or $108,101 at 6%; with 100% employer match about $121,614 at 4% or $81,076 at 6%.
Bassett & Cassidy Inc 401(K) Profit Sharing Plan & Trust-8$936,557$77,833$9,729iApproximate average salary by contribution assumption: employee only about $243,228 at 4% or $162,152 at 6%; with 50% employer match about $162,152 at 4% or $108,101 at 6%; with 100% employer match about $121,614 at 4% or $81,076 at 6%.
201918$717,613$79,284$9,911iApproximate average salary by contribution assumption: employee only about $247,763 at 4% or $165,175 at 6%; with 50% employer match about $165,175 at 4% or $110,117 at 6%; with 100% employer match about $123,881 at 4% or $82,588 at 6%.
Bassett & Cassidy Inc 401(K) Profit Sharing Plan & Trust-8$717,613$79,284$9,911iApproximate average salary by contribution assumption: employee only about $247,763 at 4% or $165,175 at 6%; with 50% employer match about $165,175 at 4% or $110,117 at 6%; with 100% employer match about $123,881 at 4% or $82,588 at 6%.
201817$469,414$78,281$11,183iApproximate average salary by contribution assumption: employee only about $279,575 at 4% or $186,383 at 6%; with 50% employer match about $186,383 at 4% or $124,256 at 6%; with 100% employer match about $139,788 at 4% or $93,192 at 6%.
Bassett & Cassidy Inc 401(K) Profit Sharing Plan & Trust-7$469,414$78,281$11,183iApproximate average salary by contribution assumption: employee only about $279,575 at 4% or $186,383 at 6%; with 50% employer match about $186,383 at 4% or $124,256 at 6%; with 100% employer match about $139,788 at 4% or $93,192 at 6%.
201716$388,164$70,287$11,715iApproximate average salary by contribution assumption: employee only about $292,863 at 4% or $195,242 at 6%; with 50% employer match about $195,242 at 4% or $130,161 at 6%; with 100% employer match about $146,431 at 4% or $97,621 at 6%.
Bassett & Cassidy Inc 401(K) Profit Sharing Plan & Trust-6$388,164$70,287$11,715iApproximate average salary by contribution assumption: employee only about $292,863 at 4% or $195,242 at 6%; with 50% employer match about $195,242 at 4% or $130,161 at 6%; with 100% employer match about $146,431 at 4% or $97,621 at 6%.
201614$248,664$55,308$13,827iApproximate average salary by contribution assumption: employee only about $345,675 at 4% or $230,450 at 6%; with 50% employer match about $230,450 at 4% or $153,633 at 6%; with 100% employer match about $172,838 at 4% or $115,225 at 6%.
Bassett & Cassidy Inc 401(K) Profit Sharing Plan & Trust-4$248,664$55,308$13,827iApproximate average salary by contribution assumption: employee only about $345,675 at 4% or $230,450 at 6%; with 50% employer match about $230,450 at 4% or $153,633 at 6%; with 100% employer match about $172,838 at 4% or $115,225 at 6%.
201513$183,787$42,241$14,080iApproximate average salary by contribution assumption: employee only about $352,008 at 4% or $234,672 at 6%; with 50% employer match about $234,672 at 4% or $156,448 at 6%; with 100% employer match about $176,004 at 4% or $117,336 at 6%.
Bassett & Cassidy Inc 401(K) Profit Sharing Plan & Trust-3$183,787$42,241$14,080iApproximate average salary by contribution assumption: employee only about $352,008 at 4% or $234,672 at 6%; with 50% employer match about $234,672 at 4% or $156,448 at 6%; with 100% employer match about $176,004 at 4% or $117,336 at 6%.
201423$138,870$38,816$12,939iApproximate average salary by contribution assumption: employee only about $323,467 at 4% or $215,644 at 6%; with 50% employer match about $215,644 at 4% or $143,763 at 6%; with 100% employer match about $161,733 at 4% or $107,822 at 6%.
Bassett & Cassidy Inc 401(K) Profit Sharing Plan & Trust-3$138,870$38,816$12,939iApproximate average salary by contribution assumption: employee only about $323,467 at 4% or $215,644 at 6%; with 50% employer match about $215,644 at 4% or $143,763 at 6%; with 100% employer match about $161,733 at 4% or $107,822 at 6%.
Bassett & Cassidy Inc 401(K) Profit Sharing Plan & Trust-0---
201327$152,935$39,328$5,618iApproximate average salary by contribution assumption: employee only about $140,457 at 4% or $93,638 at 6%; with 50% employer match about $93,638 at 4% or $62,425 at 6%; with 100% employer match about $70,229 at 4% or $46,819 at 6%.
Bassett & Cassidy Inc 401(K) Profit Sharing Plan & Trust-3$87,659$39,328$13,109iApproximate average salary by contribution assumption: employee only about $327,733 at 4% or $218,489 at 6%; with 50% employer match about $218,489 at 4% or $145,659 at 6%; with 100% employer match about $163,867 at 4% or $109,244 at 6%.
Bassett & Cassidy Inc 401(K) Profit Sharing Plan & Trust-7$65,276--
201228$104,543$26,597$3,325iApproximate average salary by contribution assumption: employee only about $83,116 at 4% or $55,410 at 6%; with 50% employer match about $55,410 at 4% or $36,940 at 6%; with 100% employer match about $41,558 at 4% or $27,705 at 6%.
Bassett & Cassidy Inc 401(K) Profit Sharing Plan & Trust-8$69,978--
Bassett & Cassidy Inc 401(K) Profit Sharing Plan & Trust-3$34,565$26,597$8,866iApproximate average salary by contribution assumption: employee only about $221,642 at 4% or $147,761 at 6%; with 50% employer match about $147,761 at 4% or $98,507 at 6%; with 100% employer match about $110,821 at 4% or $73,881 at 6%.
201127$75,780$6,850$979iApproximate average salary by contribution assumption: employee only about $24,464 at 4% or $16,310 at 6%; with 50% employer match about $16,310 at 4% or $10,873 at 6%; with 100% employer match about $12,232 at 4% or $8,155 at 6%.
Bassett & Cassidy Inc 401(K) Profit Sharing Plan & Trust-7$69,009--
Bassett & Cassidy Inc 401(K) Profit Sharing Plan & Trust-3$6,771$6,850$2,283iApproximate average salary by contribution assumption: employee only about $57,083 at 4% or $38,056 at 6%; with 50% employer match about $38,056 at 4% or $25,370 at 6%; with 100% employer match about $28,542 at 4% or $19,028 at 6%.
201014$69,009$0-
Bassett & Cassidy Inc 401(K) Profit Sharing Plan & Trust-4$69,009--
200912$68,000$68,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
Bassett & Cassidy Inc 401(K) Profit Sharing Plan & Trust-2$68,000$68,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.