Civic Intelligence

Financially in Tune

Plan context: Financially in Tune 401(K) Profit Sharing Plan & Trust

EIN 27-4281810 • Stoneham, MA • 10 filings • 3 plans

92 Montvale Ave Ste 2050Stoneham, MA 02180-3650
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$913,392

2024 Contributions

$99,500

Historical Graphs

Total Assets Over Time

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

$913,392$456,696$0201520202024YearValue
$913,392Latest year 2024

Participants Over Time

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

420201520202024YearValue
4Latest 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
202414$913,392$99,500$24,875iApproximate average salary by contribution assumption: employee only about $621,875 at 4% or $414,583 at 6%; with 50% employer match about $414,583 at 4% or $276,389 at 6%; with 100% employer match about $310,938 at 4% or $207,292 at 6%.
Financially in Tune 401(K) Profit Sharing Plan & Trust-4$913,392$99,500$24,875iApproximate average salary by contribution assumption: employee only about $621,875 at 4% or $414,583 at 6%; with 50% employer match about $414,583 at 4% or $276,389 at 6%; with 100% employer match about $310,938 at 4% or $207,292 at 6%.
202314$709,386$124,941$31,235iApproximate average salary by contribution assumption: employee only about $780,881 at 4% or $520,588 at 6%; with 50% employer match about $520,588 at 4% or $347,058 at 6%; with 100% employer match about $390,441 at 4% or $260,294 at 6%.
Financially in Tune 401(K) Profit Sharing Plan & Trust-4$709,386$124,941$31,235iApproximate average salary by contribution assumption: employee only about $780,881 at 4% or $520,588 at 6%; with 50% employer match about $520,588 at 4% or $347,058 at 6%; with 100% employer match about $390,441 at 4% or $260,294 at 6%.
202214$491,922$101,006$25,252iApproximate average salary by contribution assumption: employee only about $631,288 at 4% or $420,858 at 6%; with 50% employer match about $420,858 at 4% or $280,572 at 6%; with 100% employer match about $315,644 at 4% or $210,429 at 6%.
Financially in Tune 401(K) Profit Sharing Plan & Trust-4$491,922$101,006$25,252iApproximate average salary by contribution assumption: employee only about $631,288 at 4% or $420,858 at 6%; with 50% employer match about $420,858 at 4% or $280,572 at 6%; with 100% employer match about $315,644 at 4% or $210,429 at 6%.
202113$453,384$96,418$32,139iApproximate average salary by contribution assumption: employee only about $803,483 at 4% or $535,656 at 6%; with 50% employer match about $535,656 at 4% or $357,104 at 6%; with 100% employer match about $401,742 at 4% or $267,828 at 6%.
Financially in Tune 401(K) Profit Sharing Plan & Trust-3$453,384$96,418$32,139iApproximate average salary by contribution assumption: employee only about $803,483 at 4% or $535,656 at 6%; with 50% employer match about $535,656 at 4% or $357,104 at 6%; with 100% employer match about $401,742 at 4% or $267,828 at 6%.
202013$431,279$79,333$26,444iApproximate average salary by contribution assumption: employee only about $661,108 at 4% or $440,739 at 6%; with 50% employer match about $440,739 at 4% or $293,826 at 6%; with 100% employer match about $330,554 at 4% or $220,369 at 6%.
Financially in Tune 401(K) Profit Sharing Plan & Trust-3$431,279$79,333$26,444iApproximate average salary by contribution assumption: employee only about $661,108 at 4% or $440,739 at 6%; with 50% employer match about $440,739 at 4% or $293,826 at 6%; with 100% employer match about $330,554 at 4% or $220,369 at 6%.
201914$310,025$72,890$18,223iApproximate average salary by contribution assumption: employee only about $455,563 at 4% or $303,708 at 6%; with 50% employer match about $303,708 at 4% or $202,472 at 6%; with 100% employer match about $227,781 at 4% or $151,854 at 6%.
Financially in Tune 401(K) Profit Sharing Plan & Trust-4$310,025$72,890$18,223iApproximate average salary by contribution assumption: employee only about $455,563 at 4% or $303,708 at 6%; with 50% employer match about $303,708 at 4% or $202,472 at 6%; with 100% employer match about $227,781 at 4% or $151,854 at 6%.
201813$190,546$71,560$23,853iApproximate average salary by contribution assumption: employee only about $596,333 at 4% or $397,556 at 6%; with 50% employer match about $397,556 at 4% or $265,037 at 6%; with 100% employer match about $298,167 at 4% or $198,778 at 6%.
Financially in Tune 401(K) Profit Sharing Plan & Trust-3$190,546$71,560$23,853iApproximate average salary by contribution assumption: employee only about $596,333 at 4% or $397,556 at 6%; with 50% employer match about $397,556 at 4% or $265,037 at 6%; with 100% employer match about $298,167 at 4% or $198,778 at 6%.
201713$138,956$50,150$16,717iApproximate average salary by contribution assumption: employee only about $417,917 at 4% or $278,611 at 6%; with 50% employer match about $278,611 at 4% or $185,741 at 6%; with 100% employer match about $208,958 at 4% or $139,306 at 6%.
Financially in Tune 401(K) Profit Sharing Plan & Trust-3$138,956$50,150$16,717iApproximate average salary by contribution assumption: employee only about $417,917 at 4% or $278,611 at 6%; with 50% employer match about $278,611 at 4% or $185,741 at 6%; with 100% employer match about $208,958 at 4% or $139,306 at 6%.
201612$72,622$35,031$17,516iApproximate average salary by contribution assumption: employee only about $437,888 at 4% or $291,925 at 6%; with 50% employer match about $291,925 at 4% or $194,617 at 6%; with 100% employer match about $218,944 at 4% or $145,963 at 6%.
Financially in Tune 401(K) Profit Sharing Plan & Trust-2$72,622$35,031$17,516iApproximate average salary by contribution assumption: employee only about $437,888 at 4% or $291,925 at 6%; with 50% employer match about $291,925 at 4% or $194,617 at 6%; with 100% employer match about $218,944 at 4% or $145,963 at 6%.
201512$31,720$32,557$16,279iApproximate average salary by contribution assumption: employee only about $406,963 at 4% or $271,308 at 6%; with 50% employer match about $271,308 at 4% or $180,872 at 6%; with 100% employer match about $203,481 at 4% or $135,654 at 6%.
Financially in Tune 401(K) Profit Sharing Plan & Trust-2$31,720$32,557$16,279iApproximate average salary by contribution assumption: employee only about $406,963 at 4% or $271,308 at 6%; with 50% employer match about $271,308 at 4% or $180,872 at 6%; with 100% employer match about $203,481 at 4% or $135,654 at 6%.