Bosen & Associates PLLC
Plan context: Bosen & Associates PLLC 401(K) Profit Sharing Plan & Trust
EIN 33-1090557 • Portsmouth, NH • 19 filings • 5 plans
Current Snapshot
Latest Year
2023
2023 Participants
10
2023 Assets
$1,374,172
2023 Contributions
$81,569
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $81,569 | - |
| Bosen & Associates PLLC 401(K) Profit Sharing Plan & Trust | - | 0 | $0 | $81,569 | - |
| 2022 | 1 | 10 | $1,374,172 | $112,604 | $11,260iApproximate average salary by contribution assumption: employee only about $281,510 at 4% or $187,673 at 6%; with 50% employer match about $187,673 at 4% or $125,116 at 6%; with 100% employer match about $140,755 at 4% or $93,837 at 6%. |
| Bosen & Associates PLLC 401(K) Profit Sharing Plan & Trust | - | 10 | $1,374,172 | $112,604 | $11,260iApproximate average salary by contribution assumption: employee only about $281,510 at 4% or $187,673 at 6%; with 50% employer match about $187,673 at 4% or $125,116 at 6%; with 100% employer match about $140,755 at 4% or $93,837 at 6%. |
| 2021 | 1 | 8 | $1,479,040 | $85,548 | $10,694iApproximate average salary by contribution assumption: employee only about $267,338 at 4% or $178,225 at 6%; with 50% employer match about $178,225 at 4% or $118,817 at 6%; with 100% employer match about $133,669 at 4% or $89,113 at 6%. |
| Bosen & Associates PLLC 401(K) Profit Sharing Plan & Trust | - | 8 | $1,479,040 | $85,548 | $10,694iApproximate average salary by contribution assumption: employee only about $267,338 at 4% or $178,225 at 6%; with 50% employer match about $178,225 at 4% or $118,817 at 6%; with 100% employer match about $133,669 at 4% or $89,113 at 6%. |
| 2020 | 1 | 10 | $1,209,352 | $89,953 | $8,995iApproximate average salary by contribution assumption: employee only about $224,882 at 4% or $149,922 at 6%; with 50% employer match about $149,922 at 4% or $99,948 at 6%; with 100% employer match about $112,441 at 4% or $74,961 at 6%. |
| Bosen & Associates PLLC 401(K) Profit Sharing Plan & Trust | - | 10 | $1,209,352 | $89,953 | $8,995iApproximate average salary by contribution assumption: employee only about $224,882 at 4% or $149,922 at 6%; with 50% employer match about $149,922 at 4% or $99,948 at 6%; with 100% employer match about $112,441 at 4% or $74,961 at 6%. |
| 2019 | 1 | 10 | $1,021,047 | $91,872 | $9,187iApproximate average salary by contribution assumption: employee only about $229,680 at 4% or $153,120 at 6%; with 50% employer match about $153,120 at 4% or $102,080 at 6%; with 100% employer match about $114,840 at 4% or $76,560 at 6%. |
| Bosen & Associates PLLC 401(K) Profit Sharing Plan & Trust | - | 10 | $1,021,047 | $91,872 | $9,187iApproximate average salary by contribution assumption: employee only about $229,680 at 4% or $153,120 at 6%; with 50% employer match about $153,120 at 4% or $102,080 at 6%; with 100% employer match about $114,840 at 4% or $76,560 at 6%. |
| 2018 | 1 | 10 | $799,415 | $98,310 | $9,831iApproximate average salary by contribution assumption: employee only about $245,775 at 4% or $163,850 at 6%; with 50% employer match about $163,850 at 4% or $109,233 at 6%; with 100% employer match about $122,888 at 4% or $81,925 at 6%. |
| Bosen & Associates PLLC 401(K) Profit Sharing Plan & Trust | - | 10 | $799,415 | $98,310 | $9,831iApproximate average salary by contribution assumption: employee only about $245,775 at 4% or $163,850 at 6%; with 50% employer match about $163,850 at 4% or $109,233 at 6%; with 100% employer match about $122,888 at 4% or $81,925 at 6%. |
| 2017 | 1 | 10 | $752,152 | $112,269 | $11,227iApproximate average salary by contribution assumption: employee only about $280,673 at 4% or $187,115 at 6%; with 50% employer match about $187,115 at 4% or $124,743 at 6%; with 100% employer match about $140,336 at 4% or $93,558 at 6%. |
| Bosen & Associates PLLC 401(K) Profit Sharing Plan & Trust | - | 10 | $752,152 | $112,269 | $11,227iApproximate average salary by contribution assumption: employee only about $280,673 at 4% or $187,115 at 6%; with 50% employer match about $187,115 at 4% or $124,743 at 6%; with 100% employer match about $140,336 at 4% or $93,558 at 6%. |
| 2016 | 1 | 6 | $541,796 | $77,812 | $12,969iApproximate average salary by contribution assumption: employee only about $324,217 at 4% or $216,144 at 6%; with 50% employer match about $216,144 at 4% or $144,096 at 6%; with 100% employer match about $162,108 at 4% or $108,072 at 6%. |
| Bosen & Associates PLLC 401(K) Profit Sharing Plan & Trust | - | 6 | $541,796 | $77,812 | $12,969iApproximate average salary by contribution assumption: employee only about $324,217 at 4% or $216,144 at 6%; with 50% employer match about $216,144 at 4% or $144,096 at 6%; with 100% employer match about $162,108 at 4% or $108,072 at 6%. |
| 2015 | 1 | 7 | $458,903 | $71,485 | $10,212iApproximate average salary by contribution assumption: employee only about $255,304 at 4% or $170,202 at 6%; with 50% employer match about $170,202 at 4% or $113,468 at 6%; with 100% employer match about $127,652 at 4% or $85,101 at 6%. |
| Bosen & Associates PLLC 401(K) Profit Sharing Plan & Trust | - | 7 | $458,903 | $71,485 | $10,212iApproximate average salary by contribution assumption: employee only about $255,304 at 4% or $170,202 at 6%; with 50% employer match about $170,202 at 4% or $113,468 at 6%; with 100% employer match about $127,652 at 4% or $85,101 at 6%. |
| 2014 | 1 | 6 | $407,498 | $64,599 | $10,767iApproximate average salary by contribution assumption: employee only about $269,163 at 4% or $179,442 at 6%; with 50% employer match about $179,442 at 4% or $119,628 at 6%; with 100% employer match about $134,581 at 4% or $89,721 at 6%. |
| Bosen & Associates PLLC 401(K) Profit Sharing Plan & Trust | - | 6 | $407,498 | $64,599 | $10,767iApproximate average salary by contribution assumption: employee only about $269,163 at 4% or $179,442 at 6%; with 50% employer match about $179,442 at 4% or $119,628 at 6%; with 100% employer match about $134,581 at 4% or $89,721 at 6%. |
| 2013 | 1 | 4 | $316,474 | $41,363 | $10,341iApproximate average salary by contribution assumption: employee only about $258,519 at 4% or $172,346 at 6%; with 50% employer match about $172,346 at 4% or $114,897 at 6%; with 100% employer match about $129,259 at 4% or $86,173 at 6%. |
| Bosen & Associates PLLC 401(K) Profit Sharing Plan & Trust | - | 4 | $316,474 | $41,363 | $10,341iApproximate average salary by contribution assumption: employee only about $258,519 at 4% or $172,346 at 6%; with 50% employer match about $172,346 at 4% or $114,897 at 6%; with 100% employer match about $129,259 at 4% or $86,173 at 6%. |
| 2011 | 2 | 9 | $863,464 | $149,056 | $16,562iApproximate average salary by contribution assumption: employee only about $414,044 at 4% or $276,030 at 6%; with 50% employer match about $276,030 at 4% or $184,020 at 6%; with 100% employer match about $207,022 at 4% or $138,015 at 6%. |
| Bosen & Associates PLLC 401(K) Profit Sharing Plan & Trust | - | 9 | $431,732 | $74,528 | $8,281iApproximate average salary by contribution assumption: employee only about $207,022 at 4% or $138,015 at 6%; with 50% employer match about $138,015 at 4% or $92,010 at 6%; with 100% employer match about $103,511 at 4% or $69,007 at 6%. |
| Bosen & Associates PLLC 401(K) Profit Sharing Plan & Trust | - | 9 | $431,732 | $74,528 | $8,281iApproximate average salary by contribution assumption: employee only about $207,022 at 4% or $138,015 at 6%; with 50% employer match about $138,015 at 4% or $92,010 at 6%; with 100% employer match about $103,511 at 4% or $69,007 at 6%. |
| 2009 | 1 | 8 | $384,977 | $61,831 | $7,729iApproximate average salary by contribution assumption: employee only about $193,222 at 4% or $128,815 at 6%; with 50% employer match about $128,815 at 4% or $85,876 at 6%; with 100% employer match about $96,611 at 4% or $64,407 at 6%. |
| Bosen & Associates PLLC 401(K) Profit Sharing Plan & Trust | - | 8 | $384,977 | $61,831 | $7,729iApproximate average salary by contribution assumption: employee only about $193,222 at 4% or $128,815 at 6%; with 50% employer match about $128,815 at 4% or $85,876 at 6%; with 100% employer match about $96,611 at 4% or $64,407 at 6%. |
| 2008 | 1 | 7 | $248,456 | $49,261 | $7,037iApproximate average salary by contribution assumption: employee only about $175,932 at 4% or $117,288 at 6%; with 50% employer match about $117,288 at 4% or $78,192 at 6%; with 100% employer match about $87,966 at 4% or $58,644 at 6%. |
| Bosen & Associates PLLC 401(K) Profit Sharing Plan & Trust | - | 7 | $248,456 | $49,261 | $7,037iApproximate average salary by contribution assumption: employee only about $175,932 at 4% or $117,288 at 6%; with 50% employer match about $117,288 at 4% or $78,192 at 6%; with 100% employer match about $87,966 at 4% or $58,644 at 6%. |
| 2007 | 1 | 6 | $315,462 | $46,426 | $7,738iApproximate average salary by contribution assumption: employee only about $193,442 at 4% or $128,961 at 6%; with 50% employer match about $128,961 at 4% or $85,974 at 6%; with 100% employer match about $96,721 at 4% or $64,481 at 6%. |
| Bosen & Associates PLLC 401(K) Profit Sharing Plan & Trust | - | 6 | $315,462 | $46,426 | $7,738iApproximate average salary by contribution assumption: employee only about $193,442 at 4% or $128,961 at 6%; with 50% employer match about $128,961 at 4% or $85,974 at 6%; with 100% employer match about $96,721 at 4% or $64,481 at 6%. |
| 2006 | 1 | 7 | $243,396 | $43,102 | $6,157iApproximate average salary by contribution assumption: employee only about $153,936 at 4% or $102,624 at 6%; with 50% employer match about $102,624 at 4% or $68,416 at 6%; with 100% employer match about $76,968 at 4% or $51,312 at 6%. |
| Bosen & Associates PLLC 401(K) Profit Sharing Plan & Trust | - | 7 | $243,396 | $43,102 | $6,157iApproximate average salary by contribution assumption: employee only about $153,936 at 4% or $102,624 at 6%; with 50% employer match about $102,624 at 4% or $68,416 at 6%; with 100% employer match about $76,968 at 4% or $51,312 at 6%. |
| 2005 | 1 | 6 | $179,881 | $39,816 | $6,636iApproximate average salary by contribution assumption: employee only about $165,900 at 4% or $110,600 at 6%; with 50% employer match about $110,600 at 4% or $73,733 at 6%; with 100% employer match about $82,950 at 4% or $55,300 at 6%. |
| Bosen & Associates PLLC 401(K) Profit Sharing Plan & Trust | - | 6 | $179,881 | $39,816 | $6,636iApproximate average salary by contribution assumption: employee only about $165,900 at 4% or $110,600 at 6%; with 50% employer match about $110,600 at 4% or $73,733 at 6%; with 100% employer match about $82,950 at 4% or $55,300 at 6%. |
| 2004 | 1 | 7 | $129,580 | $116,212 | $16,602iApproximate average salary by contribution assumption: employee only about $415,043 at 4% or $276,695 at 6%; with 50% employer match about $276,695 at 4% or $184,463 at 6%; with 100% employer match about $207,521 at 4% or $138,348 at 6%. |
| Bosen & Associates PLLC 401(K) Profit Sharing Plan & Trust | - | 7 | $129,580 | $116,212 | $16,602iApproximate average salary by contribution assumption: employee only about $415,043 at 4% or $276,695 at 6%; with 50% employer match about $276,695 at 4% or $184,463 at 6%; with 100% employer match about $207,521 at 4% or $138,348 at 6%. |