CIVITAS STRATEGIES, LLC
Plan context: CIVITAS STRATEGIES 401(K) PLAN
EIN 45-3481838 • Lynnfield, MA • 8 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
20
2025 Assets
$1,478,199
2025 Contributions
$280,273
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 20 | $1,478,199 | $280,273 | $14,014iApproximate average salary by contribution assumption: employee only about $350,341 at 4% or $233,561 at 6%; with 50% employer match about $233,561 at 4% or $155,707 at 6%; with 100% employer match about $175,171 at 4% or $116,780 at 6%. |
| CIVITAS STRATEGIES 401(K) PLAN | - | 20 | $1,478,199 | $280,273 | $14,014iApproximate average salary by contribution assumption: employee only about $350,341 at 4% or $233,561 at 6%; with 50% employer match about $233,561 at 4% or $155,707 at 6%; with 100% employer match about $175,171 at 4% or $116,780 at 6%. |
| 2024 | 1 | 19 | $1,026,979 | $300,327 | $15,807iApproximate average salary by contribution assumption: employee only about $395,167 at 4% or $263,445 at 6%; with 50% employer match about $263,445 at 4% or $175,630 at 6%; with 100% employer match about $197,584 at 4% or $131,722 at 6%. |
| CIVITAS STRATEGIES 401(K) PLAN | - | 19 | $1,026,979 | $300,327 | $15,807iApproximate average salary by contribution assumption: employee only about $395,167 at 4% or $263,445 at 6%; with 50% employer match about $263,445 at 4% or $175,630 at 6%; with 100% employer match about $197,584 at 4% or $131,722 at 6%. |
| 2023 | 1 | 11 | $648,922 | $234,323 | $21,302iApproximate average salary by contribution assumption: employee only about $532,552 at 4% or $355,035 at 6%; with 50% employer match about $355,035 at 4% or $236,690 at 6%; with 100% employer match about $266,276 at 4% or $177,517 at 6%. |
| CIVITAS STRATEGIES 401(K) PLAN | - | 11 | $648,922 | $234,323 | $21,302iApproximate average salary by contribution assumption: employee only about $532,552 at 4% or $355,035 at 6%; with 50% employer match about $355,035 at 4% or $236,690 at 6%; with 100% employer match about $266,276 at 4% or $177,517 at 6%. |
| 2022 | 1 | 10 | $450,521 | $193,527 | $19,353iApproximate average salary by contribution assumption: employee only about $483,818 at 4% or $322,545 at 6%; with 50% employer match about $322,545 at 4% or $215,030 at 6%; with 100% employer match about $241,909 at 4% or $161,273 at 6%. |
| CIVITAS STRATEGIES 401(K) PLAN | - | 10 | $450,521 | $193,527 | $19,353iApproximate average salary by contribution assumption: employee only about $483,818 at 4% or $322,545 at 6%; with 50% employer match about $322,545 at 4% or $215,030 at 6%; with 100% employer match about $241,909 at 4% or $161,273 at 6%. |
| 2021 | 1 | 5 | $324,645 | $240,285 | $48,057iApproximate average salary by contribution assumption: employee only about $1,201,425 at 4% or $800,950 at 6%; with 50% employer match about $800,950 at 4% or $533,967 at 6%; with 100% employer match about $600,713 at 4% or $400,475 at 6%. |
| CIVITAS STRATEGIES 401(K) PLAN | - | 5 | $324,645 | $240,285 | $48,057iApproximate average salary by contribution assumption: employee only about $1,201,425 at 4% or $800,950 at 6%; with 50% employer match about $800,950 at 4% or $533,967 at 6%; with 100% employer match about $600,713 at 4% or $400,475 at 6%. |
| 2020 | 1 | 4 | $67,190 | $26,371 | $6,593iApproximate average salary by contribution assumption: employee only about $164,819 at 4% or $109,879 at 6%; with 50% employer match about $109,879 at 4% or $73,253 at 6%; with 100% employer match about $82,409 at 4% or $54,940 at 6%. |
| CIVITAS STRATEGIES 401(K) PLAN | - | 4 | $67,190 | $26,371 | $6,593iApproximate average salary by contribution assumption: employee only about $164,819 at 4% or $109,879 at 6%; with 50% employer match about $109,879 at 4% or $73,253 at 6%; with 100% employer match about $82,409 at 4% or $54,940 at 6%. |
| 2019 | 1 | 4 | $38,436 | $32,829 | $8,207iApproximate average salary by contribution assumption: employee only about $205,181 at 4% or $136,788 at 6%; with 50% employer match about $136,788 at 4% or $91,192 at 6%; with 100% employer match about $102,591 at 4% or $68,394 at 6%. |
| CIVITAS STRATEGIES, LLC 401(K) PLAN | - | 4 | $38,436 | $32,829 | $8,207iApproximate average salary by contribution assumption: employee only about $205,181 at 4% or $136,788 at 6%; with 50% employer match about $136,788 at 4% or $91,192 at 6%; with 100% employer match about $102,591 at 4% or $68,394 at 6%. |
| 2018 | 1 | 3 | $4,356 | $4,356 | $1,452iApproximate average salary by contribution assumption: employee only about $36,300 at 4% or $24,200 at 6%; with 50% employer match about $24,200 at 4% or $16,133 at 6%; with 100% employer match about $18,150 at 4% or $12,100 at 6%. |
| CIVITAS STRATEGIES, LLC 401(K) PLAN | - | 3 | $4,356 | $4,356 | $1,452iApproximate average salary by contribution assumption: employee only about $36,300 at 4% or $24,200 at 6%; with 50% employer match about $24,200 at 4% or $16,133 at 6%; with 100% employer match about $18,150 at 4% or $12,100 at 6%. |