Civic Intelligence

D T Ward PC

Plan context: D. T. Ward PC, 401(K) Plan

EIN 30-0575256 • Groton, MA • 21 filings • 3 plans

186 Main StreetGroton, MA 01450
Current Snapshot

Latest Year

2023

2023 Participants

19

2023 Assets

$3,469,686

2023 Contributions

$1,226,360

Historical Graphs

Total Assets Over Time

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

$4,110,694$2,055,347$0201120172022YearValue
$3,469,686Latest year 2022

Participants Over Time

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

20100201120172022YearValue
19Latest 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
202320$0$1,226,360-
D. T. WARD, P.C. CASH BALANCE PLAN-0$0--
D. T. Ward PC, 401(K) Plan-0$0$1,226,360-
2022219$3,469,686$397,695$20,931iApproximate average salary by contribution assumption: employee only about $523,283 at 4% or $348,855 at 6%; with 50% employer match about $348,855 at 4% or $232,570 at 6%; with 100% employer match about $261,641 at 4% or $174,428 at 6%.
D. T. Ward PC, 401(K) Plan-17$2,350,544$255,549$15,032iApproximate average salary by contribution assumption: employee only about $375,807 at 4% or $250,538 at 6%; with 50% employer match about $250,538 at 4% or $167,025 at 6%; with 100% employer match about $187,904 at 4% or $125,269 at 6%.
D. T. WARD, P.C. CASH BALANCE PLAN-19$1,119,142$142,146$7,481iApproximate average salary by contribution assumption: employee only about $187,034 at 4% or $124,689 at 6%; with 50% employer match about $124,689 at 4% or $83,126 at 6%; with 100% employer match about $93,517 at 4% or $62,345 at 6%.
2021218$4,110,694$475,407$26,412iApproximate average salary by contribution assumption: employee only about $660,288 at 4% or $440,192 at 6%; with 50% employer match about $440,192 at 4% or $293,461 at 6%; with 100% employer match about $330,144 at 4% or $220,096 at 6%.
D. T. Ward PC, 401(K) Plan-18$2,969,307$315,224$17,512iApproximate average salary by contribution assumption: employee only about $437,811 at 4% or $291,874 at 6%; with 50% employer match about $291,874 at 4% or $194,583 at 6%; with 100% employer match about $218,906 at 4% or $145,937 at 6%.
D. T. WARD, P.C. CASH BALANCE PLAN-16$1,141,387$160,183$10,011iApproximate average salary by contribution assumption: employee only about $250,286 at 4% or $166,857 at 6%; with 50% employer match about $166,857 at 4% or $111,238 at 6%; with 100% employer match about $125,143 at 4% or $83,429 at 6%.
2020220$3,314,518$431,775$21,589iApproximate average salary by contribution assumption: employee only about $539,719 at 4% or $359,813 at 6%; with 50% employer match about $359,813 at 4% or $239,875 at 6%; with 100% employer match about $269,859 at 4% or $179,906 at 6%.
D. T. Ward PC, 401(K) Plan-20$2,398,301$312,405$15,620iApproximate average salary by contribution assumption: employee only about $390,506 at 4% or $260,338 at 6%; with 50% employer match about $260,338 at 4% or $173,558 at 6%; with 100% employer match about $195,253 at 4% or $130,169 at 6%.
D. T. WARD, P.C. CASH BALANCE PLAN-14$916,217$119,370$8,526iApproximate average salary by contribution assumption: employee only about $213,161 at 4% or $142,107 at 6%; with 50% employer match about $142,107 at 4% or $94,738 at 6%; with 100% employer match about $106,580 at 4% or $71,054 at 6%.
2019218$2,662,037$496,665$27,593iApproximate average salary by contribution assumption: employee only about $689,813 at 4% or $459,875 at 6%; with 50% employer match about $459,875 at 4% or $306,583 at 6%; with 100% employer match about $344,906 at 4% or $229,938 at 6%.
D. T. Ward PC, 401(K) Plan-18$1,918,023$298,278$16,571iApproximate average salary by contribution assumption: employee only about $414,275 at 4% or $276,183 at 6%; with 50% employer match about $276,183 at 4% or $184,122 at 6%; with 100% employer match about $207,138 at 4% or $138,092 at 6%.
D. T. WARD, P.C. CASH BALANCE PLAN-11$744,014$198,387$18,035iApproximate average salary by contribution assumption: employee only about $450,880 at 4% or $300,586 at 6%; with 50% employer match about $300,586 at 4% or $200,391 at 6%; with 100% employer match about $225,440 at 4% or $150,293 at 6%.
2018218$1,807,165$469,956$26,109iApproximate average salary by contribution assumption: employee only about $652,717 at 4% or $435,144 at 6%; with 50% employer match about $435,144 at 4% or $290,096 at 6%; with 100% employer match about $326,358 at 4% or $217,572 at 6%.
D. T. Ward PC, 401(K) Plan-18$1,325,796$293,169$16,287iApproximate average salary by contribution assumption: employee only about $407,179 at 4% or $271,453 at 6%; with 50% employer match about $271,453 at 4% or $180,969 at 6%; with 100% employer match about $203,590 at 4% or $135,726 at 6%.
D. T. WARD, P.C. CASH BALANCE PLAN-13$481,369$176,787$13,599iApproximate average salary by contribution assumption: employee only about $339,975 at 4% or $226,650 at 6%; with 50% employer match about $226,650 at 4% or $151,100 at 6%; with 100% employer match about $169,988 at 4% or $113,325 at 6%.
2017217$1,467,476$425,209$25,012iApproximate average salary by contribution assumption: employee only about $625,307 at 4% or $416,872 at 6%; with 50% employer match about $416,872 at 4% or $277,914 at 6%; with 100% employer match about $312,654 at 4% or $208,436 at 6%.
D. T. Ward PC, 401(K) Plan-17$1,145,231$264,306$15,547iApproximate average salary by contribution assumption: employee only about $388,685 at 4% or $259,124 at 6%; with 50% employer match about $259,124 at 4% or $172,749 at 6%; with 100% employer match about $194,343 at 4% or $129,562 at 6%.
D. T. WARD, P.C. CASH BALANCE PLAN-11$322,245$160,903$14,628iApproximate average salary by contribution assumption: employee only about $365,689 at 4% or $243,792 at 6%; with 50% employer match about $243,792 at 4% or $162,528 at 6%; with 100% employer match about $182,844 at 4% or $121,896 at 6%.
2016211$897,199$313,042$28,458iApproximate average salary by contribution assumption: employee only about $711,459 at 4% or $474,306 at 6%; with 50% employer match about $474,306 at 4% or $316,204 at 6%; with 100% employer match about $355,730 at 4% or $237,153 at 6%.
D. T. Ward PC, 401(K) Plan-11$746,720$162,563$14,778iApproximate average salary by contribution assumption: employee only about $369,461 at 4% or $246,308 at 6%; with 50% employer match about $246,308 at 4% or $164,205 at 6%; with 100% employer match about $184,731 at 4% or $123,154 at 6%.
D. T. WARD, P.C. CASH BALANCE PLAN-6$150,479$150,479$25,080iApproximate average salary by contribution assumption: employee only about $626,996 at 4% or $417,997 at 6%; with 50% employer match about $417,997 at 4% or $278,665 at 6%; with 100% employer match about $313,498 at 4% or $208,999 at 6%.
2015110$591,245$200,673$20,067iApproximate average salary by contribution assumption: employee only about $501,683 at 4% or $334,455 at 6%; with 50% employer match about $334,455 at 4% or $222,970 at 6%; with 100% employer match about $250,841 at 4% or $167,228 at 6%.
D. T. Ward PC, 401(K) Plan-10$591,245$200,673$20,067iApproximate average salary by contribution assumption: employee only about $501,683 at 4% or $334,455 at 6%; with 50% employer match about $334,455 at 4% or $222,970 at 6%; with 100% employer match about $250,841 at 4% or $167,228 at 6%.
201418$407,480$97,223$12,153iApproximate average salary by contribution assumption: employee only about $303,822 at 4% or $202,548 at 6%; with 50% employer match about $202,548 at 4% or $135,032 at 6%; with 100% employer match about $151,911 at 4% or $101,274 at 6%.
D. T. Ward PC, 401(K) Plan-8$407,480$97,223$12,153iApproximate average salary by contribution assumption: employee only about $303,822 at 4% or $202,548 at 6%; with 50% employer match about $202,548 at 4% or $135,032 at 6%; with 100% employer match about $151,911 at 4% or $101,274 at 6%.
201315$290,675$105,228$21,046iApproximate average salary by contribution assumption: employee only about $526,140 at 4% or $350,760 at 6%; with 50% employer match about $350,760 at 4% or $233,840 at 6%; with 100% employer match about $263,070 at 4% or $175,380 at 6%.
D. T. Ward PC, 401(K) Plan-5$290,675$105,228$21,046iApproximate average salary by contribution assumption: employee only about $526,140 at 4% or $350,760 at 6%; with 50% employer match about $350,760 at 4% or $233,840 at 6%; with 100% employer match about $263,070 at 4% or $175,380 at 6%.
201212$146,213$48,480$24,240iApproximate average salary by contribution assumption: employee only about $606,000 at 4% or $404,000 at 6%; with 50% employer match about $404,000 at 4% or $269,333 at 6%; with 100% employer match about $303,000 at 4% or $202,000 at 6%.
D. T. Ward PC, 401(K) Plan-2$146,213$48,480$24,240iApproximate average salary by contribution assumption: employee only about $606,000 at 4% or $404,000 at 6%; with 50% employer match about $404,000 at 4% or $269,333 at 6%; with 100% employer match about $303,000 at 4% or $202,000 at 6%.
201112$85,106$47,550$23,775iApproximate average salary by contribution assumption: employee only about $594,375 at 4% or $396,250 at 6%; with 50% employer match about $396,250 at 4% or $264,167 at 6%; with 100% employer match about $297,188 at 4% or $198,125 at 6%.
D. T. Ward PC, 401(K) Plan-2$85,106$47,550$23,775iApproximate average salary by contribution assumption: employee only about $594,375 at 4% or $396,250 at 6%; with 50% employer match about $396,250 at 4% or $264,167 at 6%; with 100% employer match about $297,188 at 4% or $198,125 at 6%.