Civic Intelligence

Gould & Naimoli Partners

Plan context: G & N INSURANCE CASH BALANCE PLAN

EIN 27-1546132 • Southborough, MA • 16 filings • 6 plans

153 Cordaville Road, Suite 310Southborough, MA 01772
Current Snapshot

Latest Year

2020

2020 Participants

28

2020 Assets

$481,816

2020 Contributions

$311,000

Historical Graphs

Total Assets Over Time

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

$794,135$397,068$0201020152019YearValue
$481,816Latest year 2019

Participants Over Time

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

28140201020152019YearValue
28Latest year 2019

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
202010$0$0-
G & N INSURANCE CASH BALANCE PLAN-0$0$0-
2019228$481,816$311,000$11,107iApproximate average salary by contribution assumption: employee only about $277,679 at 4% or $185,119 at 6%; with 50% employer match about $185,119 at 4% or $123,413 at 6%; with 100% employer match about $138,839 at 4% or $92,560 at 6%.
G & N INSURANCE CASH BALANCE PLAN-28$481,816$311,000$11,107iApproximate average salary by contribution assumption: employee only about $277,679 at 4% or $185,119 at 6%; with 50% employer match about $185,119 at 4% or $123,413 at 6%; with 100% employer match about $138,839 at 4% or $92,560 at 6%.
G & N INSURANCE PROFIT SHARING PLAN-0$0--
2018324$794,135$276,184$11,508iApproximate average salary by contribution assumption: employee only about $287,692 at 4% or $191,794 at 6%; with 50% employer match about $191,794 at 4% or $127,863 at 6%; with 100% employer match about $143,846 at 4% or $95,897 at 6%.
Gould Naimoli Partners 401 K Profit Sharing Plan Trust-17$558,109$177,226$10,425iApproximate average salary by contribution assumption: employee only about $260,626 at 4% or $173,751 at 6%; with 50% employer match about $173,751 at 4% or $115,834 at 6%; with 100% employer match about $130,313 at 4% or $86,875 at 6%.
G & N INSURANCE CASH BALANCE PLAN-24$153,880$45,784$1,908iApproximate average salary by contribution assumption: employee only about $47,692 at 4% or $31,794 at 6%; with 50% employer match about $31,794 at 4% or $21,196 at 6%; with 100% employer match about $23,846 at 4% or $15,897 at 6%.
G & N INSURANCE PROFIT SHARING PLAN-21$82,146$53,174$2,532iApproximate average salary by contribution assumption: employee only about $63,302 at 4% or $42,202 at 6%; with 50% employer match about $42,202 at 4% or $28,134 at 6%; with 100% employer match about $31,651 at 4% or $21,101 at 6%.
2017320$562,976$320,169$16,008iApproximate average salary by contribution assumption: employee only about $400,211 at 4% or $266,808 at 6%; with 50% employer match about $266,808 at 4% or $177,872 at 6%; with 100% employer match about $200,106 at 4% or $133,404 at 6%.
Gould Naimoli Partners 401 K Profit Sharing Plan Trust-14$410,700$167,893$11,992iApproximate average salary by contribution assumption: employee only about $299,809 at 4% or $199,873 at 6%; with 50% employer match about $199,873 at 4% or $133,248 at 6%; with 100% employer match about $149,904 at 4% or $99,936 at 6%.
G & N INSURANCE CASH BALANCE PLAN-19$120,000$120,000$6,316iApproximate average salary by contribution assumption: employee only about $157,895 at 4% or $105,263 at 6%; with 50% employer match about $105,263 at 4% or $70,175 at 6%; with 100% employer match about $78,947 at 4% or $52,632 at 6%.
G & N INSURANCE PROFIT SHARING PLAN-20$32,276$32,276$1,614iApproximate average salary by contribution assumption: employee only about $40,345 at 4% or $26,897 at 6%; with 50% employer match about $26,897 at 4% or $17,931 at 6%; with 100% employer match about $20,173 at 4% or $13,448 at 6%.
201619$210,252$95,991$10,666iApproximate average salary by contribution assumption: employee only about $266,642 at 4% or $177,761 at 6%; with 50% employer match about $177,761 at 4% or $118,507 at 6%; with 100% employer match about $133,321 at 4% or $88,881 at 6%.
Gould Naimoli Partners 401 K Profit Sharing Plan Trust-9$210,252$95,991$10,666iApproximate average salary by contribution assumption: employee only about $266,642 at 4% or $177,761 at 6%; with 50% employer match about $177,761 at 4% or $118,507 at 6%; with 100% employer match about $133,321 at 4% or $88,881 at 6%.
201516$106,628$31,124$5,187iApproximate average salary by contribution assumption: employee only about $129,683 at 4% or $86,456 at 6%; with 50% employer match about $86,456 at 4% or $57,637 at 6%; with 100% employer match about $64,842 at 4% or $43,228 at 6%.
Gould Naimoli Partners 401 K Profit Sharing Plan Trust-6$106,628$31,124$5,187iApproximate average salary by contribution assumption: employee only about $129,683 at 4% or $86,456 at 6%; with 50% employer match about $86,456 at 4% or $57,637 at 6%; with 100% employer match about $64,842 at 4% or $43,228 at 6%.
201413$77,671$23,134$7,711iApproximate average salary by contribution assumption: employee only about $192,783 at 4% or $128,522 at 6%; with 50% employer match about $128,522 at 4% or $85,681 at 6%; with 100% employer match about $96,392 at 4% or $64,261 at 6%.
Gould Naimoli Partners 401 K Profit Sharing Plan Trust-3$77,671$23,134$7,711iApproximate average salary by contribution assumption: employee only about $192,783 at 4% or $128,522 at 6%; with 50% employer match about $128,522 at 4% or $85,681 at 6%; with 100% employer match about $96,392 at 4% or $64,261 at 6%.
201314$64,601$23,655$5,914iApproximate average salary by contribution assumption: employee only about $147,844 at 4% or $98,563 at 6%; with 50% employer match about $98,563 at 4% or $65,708 at 6%; with 100% employer match about $73,922 at 4% or $49,281 at 6%.
Gould Naimoli Partners 401 K Profit Sharing Plan Trust-4$64,601$23,655$5,914iApproximate average salary by contribution assumption: employee only about $147,844 at 4% or $98,563 at 6%; with 50% employer match about $98,563 at 4% or $65,708 at 6%; with 100% employer match about $73,922 at 4% or $49,281 at 6%.
201214$34,259$19,767$4,942iApproximate average salary by contribution assumption: employee only about $123,544 at 4% or $82,363 at 6%; with 50% employer match about $82,363 at 4% or $54,908 at 6%; with 100% employer match about $61,772 at 4% or $41,181 at 6%.
Gould Naimoli Partners 401 K Profit Sharing Plan Trust-4$34,259$19,767$4,942iApproximate average salary by contribution assumption: employee only about $123,544 at 4% or $82,363 at 6%; with 50% employer match about $82,363 at 4% or $54,908 at 6%; with 100% employer match about $61,772 at 4% or $41,181 at 6%.
201114$12,159$10,250$2,563iApproximate average salary by contribution assumption: employee only about $64,063 at 4% or $42,708 at 6%; with 50% employer match about $42,708 at 4% or $28,472 at 6%; with 100% employer match about $32,031 at 4% or $21,354 at 6%.
Gould Naimoli Partners 401 K Profit Sharing Plan Trust-4$12,159$10,250$2,563iApproximate average salary by contribution assumption: employee only about $64,063 at 4% or $42,708 at 6%; with 50% employer match about $42,708 at 4% or $28,472 at 6%; with 100% employer match about $32,031 at 4% or $21,354 at 6%.
201012$2,103$147,629$73,815iApproximate average salary by contribution assumption: employee only about $1,845,363 at 4% or $1,230,242 at 6%; with 50% employer match about $1,230,242 at 4% or $820,161 at 6%; with 100% employer match about $922,681 at 4% or $615,121 at 6%.
Gould Naimoli Partners 401 K Profit Sharing Plan Trust-2$2,103$147,629$73,815iApproximate average salary by contribution assumption: employee only about $1,845,363 at 4% or $1,230,242 at 6%; with 50% employer match about $1,230,242 at 4% or $820,161 at 6%; with 100% employer match about $922,681 at 4% or $615,121 at 6%.