Civic Intelligence

Zevin Asset Management LLC

Plan context: Zevin Asset Management LLC Defined Contribution Plan

EIN 27-4484197 • Boston, MA • 24 filings • 2 plans

2 Oliver Street, Suite 806Boston, MA 02109
Current Snapshot

Latest Year

2025

2025 Participants

19

2025 Assets

$4,389,549

2025 Contributions

$338,618

Historical Graphs

Total Assets Over Time

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

$6,456,847$3,228,424$0201120182025YearValue
$4,389,549Latest year 2025

Participants Over Time

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

23120201120182025YearValue
19Latest year 2025

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
2025119$4,389,549$338,618$17,822iApproximate average salary by contribution assumption: employee only about $445,550 at 4% or $297,033 at 6%; with 50% employer match about $297,033 at 4% or $198,022 at 6%; with 100% employer match about $222,775 at 4% or $148,517 at 6%.
Zevin Asset Management LLC Defined Contribution Plan-19$4,389,549$338,618$17,822iApproximate average salary by contribution assumption: employee only about $445,550 at 4% or $297,033 at 6%; with 50% employer match about $297,033 at 4% or $198,022 at 6%; with 100% employer match about $222,775 at 4% or $148,517 at 6%.
2024123$4,125,274$329,926$14,345iApproximate average salary by contribution assumption: employee only about $358,615 at 4% or $239,077 at 6%; with 50% employer match about $239,077 at 4% or $159,385 at 6%; with 100% employer match about $179,308 at 4% or $119,538 at 6%.
Zevin Asset Management LLC Defined Contribution Plan-23$4,125,274$329,926$14,345iApproximate average salary by contribution assumption: employee only about $358,615 at 4% or $239,077 at 6%; with 50% employer match about $239,077 at 4% or $159,385 at 6%; with 100% employer match about $179,308 at 4% or $119,538 at 6%.
2023121$3,477,286$395,813$18,848iApproximate average salary by contribution assumption: employee only about $471,206 at 4% or $314,137 at 6%; with 50% employer match about $314,137 at 4% or $209,425 at 6%; with 100% employer match about $235,603 at 4% or $157,069 at 6%.
Zevin Asset Management LLC Defined Contribution Plan-21$3,477,286$395,813$18,848iApproximate average salary by contribution assumption: employee only about $471,206 at 4% or $314,137 at 6%; with 50% employer match about $314,137 at 4% or $209,425 at 6%; with 100% employer match about $235,603 at 4% or $157,069 at 6%.
2022221$3,241,440$1,246,106$59,338iApproximate average salary by contribution assumption: employee only about $1,483,460 at 4% or $988,973 at 6%; with 50% employer match about $988,973 at 4% or $659,315 at 6%; with 100% employer match about $741,730 at 4% or $494,487 at 6%.
Zevin Asset Management LLC Defined Contribution Plan-21$3,241,440$1,246,106$59,338iApproximate average salary by contribution assumption: employee only about $1,483,460 at 4% or $988,973 at 6%; with 50% employer match about $988,973 at 4% or $659,315 at 6%; with 100% employer match about $741,730 at 4% or $494,487 at 6%.
Zevin Asset Management LLC Defined Benefit Retirement Plan-0$0$0-
2021222$6,456,847$554,992$25,227iApproximate average salary by contribution assumption: employee only about $630,673 at 4% or $420,448 at 6%; with 50% employer match about $420,448 at 4% or $280,299 at 6%; with 100% employer match about $315,336 at 4% or $210,224 at 6%.
Zevin Asset Management LLC Defined Benefit Retirement Plan-14$4,113,259$254,738$18,196iApproximate average salary by contribution assumption: employee only about $454,889 at 4% or $303,260 at 6%; with 50% employer match about $303,260 at 4% or $202,173 at 6%; with 100% employer match about $227,445 at 4% or $151,630 at 6%.
Zevin Asset Management LLC Defined Contribution Plan-22$2,343,588$300,254$13,648iApproximate average salary by contribution assumption: employee only about $341,198 at 4% or $227,465 at 6%; with 50% employer match about $227,465 at 4% or $151,643 at 6%; with 100% employer match about $170,599 at 4% or $113,733 at 6%.
2020218$5,295,503$733,149$40,731iApproximate average salary by contribution assumption: employee only about $1,018,263 at 4% or $678,842 at 6%; with 50% employer match about $678,842 at 4% or $452,561 at 6%; with 100% employer match about $509,131 at 4% or $339,421 at 6%.
Zevin Asset Management LLC Defined Benefit Retirement Plan-16$3,542,134$520,000$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
Zevin Asset Management LLC Defined Contribution Plan-18$1,753,369$213,149$11,842iApproximate average salary by contribution assumption: employee only about $296,040 at 4% or $197,360 at 6%; with 50% employer match about $197,360 at 4% or $131,573 at 6%; with 100% employer match about $148,020 at 4% or $98,680 at 6%.
2019217$3,895,093$547,178$32,187iApproximate average salary by contribution assumption: employee only about $804,674 at 4% or $536,449 at 6%; with 50% employer match about $536,449 at 4% or $357,633 at 6%; with 100% employer match about $402,337 at 4% or $268,225 at 6%.
Zevin Asset Management LLC Defined Benefit Retirement Plan-15$2,650,242$388,709$25,914iApproximate average salary by contribution assumption: employee only about $647,848 at 4% or $431,899 at 6%; with 50% employer match about $431,899 at 4% or $287,933 at 6%; with 100% employer match about $323,924 at 4% or $215,949 at 6%.
Zevin Asset Management LLC Defined Contribution Plan-17$1,244,851$158,469$9,322iApproximate average salary by contribution assumption: employee only about $233,043 at 4% or $155,362 at 6%; with 50% employer match about $155,362 at 4% or $103,575 at 6%; with 100% employer match about $116,521 at 4% or $77,681 at 6%.
2018216$3,935,521$547,406$34,213iApproximate average salary by contribution assumption: employee only about $855,322 at 4% or $570,215 at 6%; with 50% employer match about $570,215 at 4% or $380,143 at 6%; with 100% employer match about $427,661 at 4% or $285,107 at 6%.
Zevin Asset Management LLC Defined Benefit Retirement Plan-16$3,070,330$404,289$25,268iApproximate average salary by contribution assumption: employee only about $631,702 at 4% or $421,134 at 6%; with 50% employer match about $421,134 at 4% or $280,756 at 6%; with 100% employer match about $315,851 at 4% or $210,567 at 6%.
Zevin Asset Management LLC Defined Contribution Plan-16$865,191$143,117$8,945iApproximate average salary by contribution assumption: employee only about $223,620 at 4% or $149,080 at 6%; with 50% employer match about $149,080 at 4% or $99,387 at 6%; with 100% employer match about $111,810 at 4% or $74,540 at 6%.
2017218$4,300,165$350,210$19,456iApproximate average salary by contribution assumption: employee only about $486,403 at 4% or $324,269 at 6%; with 50% employer match about $324,269 at 4% or $216,179 at 6%; with 100% employer match about $243,201 at 4% or $162,134 at 6%.
Zevin Asset Management LLC Defined Benefit Retirement Plan-18$3,518,835$200,000$11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%.
Zevin Asset Management LLC Defined Contribution Plan-16$781,330$150,210$9,388iApproximate average salary by contribution assumption: employee only about $234,703 at 4% or $156,469 at 6%; with 50% employer match about $156,469 at 4% or $104,313 at 6%; with 100% employer match about $117,352 at 4% or $78,234 at 6%.
2016217$3,386,987$351,952$20,703iApproximate average salary by contribution assumption: employee only about $517,576 at 4% or $345,051 at 6%; with 50% employer match about $345,051 at 4% or $230,034 at 6%; with 100% employer match about $258,788 at 4% or $172,525 at 6%.
Zevin Asset Management LLC Defined Benefit Retirement Plan-15$2,857,632$204,633$13,642iApproximate average salary by contribution assumption: employee only about $341,055 at 4% or $227,370 at 6%; with 50% employer match about $227,370 at 4% or $151,580 at 6%; with 100% employer match about $170,528 at 4% or $113,685 at 6%.
Zevin Asset Management LLC Defined Contribution Plan-17$529,355$147,319$8,666iApproximate average salary by contribution assumption: employee only about $216,646 at 4% or $144,430 at 6%; with 50% employer match about $144,430 at 4% or $96,287 at 6%; with 100% employer match about $108,323 at 4% or $72,215 at 6%.
2015215$3,053,136$345,716$23,048iApproximate average salary by contribution assumption: employee only about $576,193 at 4% or $384,129 at 6%; with 50% employer match about $384,129 at 4% or $256,086 at 6%; with 100% employer match about $288,097 at 4% or $192,064 at 6%.
Zevin Asset Management LLC Defined Benefit Retirement Plan-15$2,677,049$202,000$13,467iApproximate average salary by contribution assumption: employee only about $336,667 at 4% or $224,444 at 6%; with 50% employer match about $224,444 at 4% or $149,630 at 6%; with 100% employer match about $168,333 at 4% or $112,222 at 6%.
Zevin Asset Management LLC Defined Contribution Plan-15$376,087$143,716$9,581iApproximate average salary by contribution assumption: employee only about $239,527 at 4% or $159,684 at 6%; with 50% employer match about $159,684 at 4% or $106,456 at 6%; with 100% employer match about $119,763 at 4% or $79,842 at 6%.
2014214$2,794,913$690,153$49,297iApproximate average salary by contribution assumption: employee only about $1,232,416 at 4% or $821,611 at 6%; with 50% employer match about $821,611 at 4% or $547,740 at 6%; with 100% employer match about $616,208 at 4% or $410,805 at 6%.
Zevin Asset Management LLC Defined Benefit Retirement Plan-14$2,558,220$453,000$32,357iApproximate average salary by contribution assumption: employee only about $808,929 at 4% or $539,286 at 6%; with 50% employer match about $539,286 at 4% or $359,524 at 6%; with 100% employer match about $404,464 at 4% or $269,643 at 6%.
Zevin Asset Management LLC Defined Contribution Plan-11$236,693$237,153$21,559iApproximate average salary by contribution assumption: employee only about $538,984 at 4% or $359,323 at 6%; with 50% employer match about $359,323 at 4% or $239,548 at 6%; with 100% employer match about $269,492 at 4% or $179,661 at 6%.
2013111$2,170,972$71,391$6,490iApproximate average salary by contribution assumption: employee only about $162,252 at 4% or $108,168 at 6%; with 50% employer match about $108,168 at 4% or $72,112 at 6%; with 100% employer match about $81,126 at 4% or $54,084 at 6%.
Zevin Asset Management LLC Defined Benefit Retirement Plan-11$2,170,972$71,391$6,490iApproximate average salary by contribution assumption: employee only about $162,252 at 4% or $108,168 at 6%; with 50% employer match about $108,168 at 4% or $72,112 at 6%; with 100% employer match about $81,126 at 4% or $54,084 at 6%.
2012111$1,801,549$71,417$6,492iApproximate average salary by contribution assumption: employee only about $162,311 at 4% or $108,208 at 6%; with 50% employer match about $108,208 at 4% or $72,138 at 6%; with 100% employer match about $81,156 at 4% or $54,104 at 6%.
Zevin Asset Management LLC Defined Benefit Retirement Plan-11$1,801,549$71,417$6,492iApproximate average salary by contribution assumption: employee only about $162,311 at 4% or $108,208 at 6%; with 50% employer match about $108,208 at 4% or $72,138 at 6%; with 100% employer match about $81,156 at 4% or $54,104 at 6%.
2011111$1,683,775$65,326$5,939iApproximate average salary by contribution assumption: employee only about $148,468 at 4% or $98,979 at 6%; with 50% employer match about $98,979 at 4% or $65,986 at 6%; with 100% employer match about $74,234 at 4% or $49,489 at 6%.
Zevin Asset Management LLC Defined Benefit Retirement Plan-11$1,683,775$65,326$5,939iApproximate average salary by contribution assumption: employee only about $148,468 at 4% or $98,979 at 6%; with 50% employer match about $98,979 at 4% or $65,986 at 6%; with 100% employer match about $74,234 at 4% or $49,489 at 6%.