The Blanchette Financial Group Inc
Plan context: The Blanchette Financial Group Inc. 401K Plan
EIN 46-1793025 • Newburyport, MA • 15 filings • 4 plans
Current Snapshot
Latest Year
2023
2023 Participants
3
2023 Assets
$807,567
2023 Contributions
$89,727
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 | 2 | 3 | $807,567 | $89,727 | $29,909iApproximate average salary by contribution assumption: employee only about $747,725 at 4% or $498,483 at 6%; with 50% employer match about $498,483 at 4% or $332,322 at 6%; with 100% employer match about $373,863 at 4% or $249,242 at 6%. |
| The Blanchette Financial Group Inc. 401K Plan | - | 3 | $807,567 | $89,727 | $29,909iApproximate average salary by contribution assumption: employee only about $747,725 at 4% or $498,483 at 6%; with 50% employer match about $498,483 at 4% or $332,322 at 6%; with 100% employer match about $373,863 at 4% or $249,242 at 6%. |
| THE BLANCHETTE FINANCIAL GROUP, INC. CASH BALANCE PLAN | - | 0 | $0 | $0 | - |
| 2022 | 2 | 3 | $815,064 | $122,277 | $40,759iApproximate average salary by contribution assumption: employee only about $1,018,975 at 4% or $679,317 at 6%; with 50% employer match about $679,317 at 4% or $452,878 at 6%; with 100% employer match about $509,488 at 4% or $339,658 at 6%. |
| The Blanchette Financial Group Inc. 401K Plan | - | 3 | $595,126 | $87,277 | $29,092iApproximate average salary by contribution assumption: employee only about $727,308 at 4% or $484,872 at 6%; with 50% employer match about $484,872 at 4% or $323,248 at 6%; with 100% employer match about $363,654 at 4% or $242,436 at 6%. |
| THE BLANCHETTE FINANCIAL GROUP, INC. CASH BALANCE PLAN | - | 3 | $219,938 | $35,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| 2021 | 2 | 3 | $829,036 | $157,476 | $52,492iApproximate average salary by contribution assumption: employee only about $1,312,300 at 4% or $874,867 at 6%; with 50% employer match about $874,867 at 4% or $583,244 at 6%; with 100% employer match about $656,150 at 4% or $437,433 at 6%. |
| The Blanchette Financial Group Inc. 401K Plan | - | 3 | $611,285 | $52,476 | $17,492iApproximate average salary by contribution assumption: employee only about $437,300 at 4% or $291,533 at 6%; with 50% employer match about $291,533 at 4% or $194,356 at 6%; with 100% employer match about $218,650 at 4% or $145,767 at 6%. |
| THE BLANCHETTE FINANCIAL GROUP, INC. CASH BALANCE PLAN | - | 3 | $217,751 | $105,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| 2020 | 2 | 3 | $582,201 | $159,142 | $53,047iApproximate average salary by contribution assumption: employee only about $1,326,183 at 4% or $884,122 at 6%; with 50% employer match about $884,122 at 4% or $589,415 at 6%; with 100% employer match about $663,092 at 4% or $442,061 at 6%. |
| The Blanchette Financial Group Inc. 401K Plan | - | 3 | $477,446 | $55,142 | $18,381iApproximate average salary by contribution assumption: employee only about $459,517 at 4% or $306,344 at 6%; with 50% employer match about $306,344 at 4% or $204,230 at 6%; with 100% employer match about $229,758 at 4% or $153,172 at 6%. |
| THE BLANCHETTE FINANCIAL GROUP, INC. CASH BALANCE PLAN | - | 3 | $104,755 | $104,000 | $34,667iApproximate average salary by contribution assumption: employee only about $866,667 at 4% or $577,778 at 6%; with 50% employer match about $577,778 at 4% or $385,185 at 6%; with 100% employer match about $433,333 at 4% or $288,889 at 6%. |
| 2019 | 1 | 3 | $369,243 | $68,707 | $22,902iApproximate average salary by contribution assumption: employee only about $572,558 at 4% or $381,706 at 6%; with 50% employer match about $381,706 at 4% or $254,470 at 6%; with 100% employer match about $286,279 at 4% or $190,853 at 6%. |
| The Blanchette Financial Group Inc. 401K Plan | - | 3 | $369,243 | $68,707 | $22,902iApproximate average salary by contribution assumption: employee only about $572,558 at 4% or $381,706 at 6%; with 50% employer match about $381,706 at 4% or $254,470 at 6%; with 100% employer match about $286,279 at 4% or $190,853 at 6%. |
| 2018 | 1 | 3 | $245,260 | $93,764 | $31,255iApproximate average salary by contribution assumption: employee only about $781,367 at 4% or $520,911 at 6%; with 50% employer match about $520,911 at 4% or $347,274 at 6%; with 100% employer match about $390,683 at 4% or $260,456 at 6%. |
| The Blanchette Financial Group Inc. 401K Plan | - | 3 | $245,260 | $93,764 | $31,255iApproximate average salary by contribution assumption: employee only about $781,367 at 4% or $520,911 at 6%; with 50% employer match about $520,911 at 4% or $347,274 at 6%; with 100% employer match about $390,683 at 4% or $260,456 at 6%. |
| 2017 | 1 | 2 | $171,064 | $32,900 | $16,450iApproximate average salary by contribution assumption: employee only about $411,250 at 4% or $274,167 at 6%; with 50% employer match about $274,167 at 4% or $182,778 at 6%; with 100% employer match about $205,625 at 4% or $137,083 at 6%. |
| The Blanchette Financial Group Inc. 401K Plan | - | 2 | $171,064 | $32,900 | $16,450iApproximate average salary by contribution assumption: employee only about $411,250 at 4% or $274,167 at 6%; with 50% employer match about $274,167 at 4% or $182,778 at 6%; with 100% employer match about $205,625 at 4% or $137,083 at 6%. |
| 2016 | 1 | 2 | $109,500 | $27,796 | $13,898iApproximate average salary by contribution assumption: employee only about $347,450 at 4% or $231,633 at 6%; with 50% employer match about $231,633 at 4% or $154,422 at 6%; with 100% employer match about $173,725 at 4% or $115,817 at 6%. |
| The Blanchette Financial Group Inc. 401K Plan | - | 2 | $109,500 | $27,796 | $13,898iApproximate average salary by contribution assumption: employee only about $347,450 at 4% or $231,633 at 6%; with 50% employer match about $231,633 at 4% or $154,422 at 6%; with 100% employer match about $173,725 at 4% or $115,817 at 6%. |
| 2015 | 1 | 2 | $74,484 | $26,408 | $13,204iApproximate average salary by contribution assumption: employee only about $330,100 at 4% or $220,067 at 6%; with 50% employer match about $220,067 at 4% or $146,711 at 6%; with 100% employer match about $165,050 at 4% or $110,033 at 6%. |
| The Blanchette Financial Group Inc. 401K Plan | - | 2 | $74,484 | $26,408 | $13,204iApproximate average salary by contribution assumption: employee only about $330,100 at 4% or $220,067 at 6%; with 50% employer match about $220,067 at 4% or $146,711 at 6%; with 100% employer match about $165,050 at 4% or $110,033 at 6%. |
| 2014 | 1 | 2 | $50,037 | $24,162 | $12,081iApproximate average salary by contribution assumption: employee only about $302,025 at 4% or $201,350 at 6%; with 50% employer match about $201,350 at 4% or $134,233 at 6%; with 100% employer match about $151,013 at 4% or $100,675 at 6%. |
| The Blanchette Financial Group Inc. 401K Plan | - | 2 | $50,037 | $24,162 | $12,081iApproximate average salary by contribution assumption: employee only about $302,025 at 4% or $201,350 at 6%; with 50% employer match about $201,350 at 4% or $134,233 at 6%; with 100% employer match about $151,013 at 4% or $100,675 at 6%. |
| 2013 | 1 | 2 | $24,593 | $23,194 | $11,597iApproximate average salary by contribution assumption: employee only about $289,925 at 4% or $193,283 at 6%; with 50% employer match about $193,283 at 4% or $128,856 at 6%; with 100% employer match about $144,963 at 4% or $96,642 at 6%. |
| The Blanchette Financial Group Inc. 401K Plan | - | 2 | $24,593 | $23,194 | $11,597iApproximate average salary by contribution assumption: employee only about $289,925 at 4% or $193,283 at 6%; with 50% employer match about $193,283 at 4% or $128,856 at 6%; with 100% employer match about $144,963 at 4% or $96,642 at 6%. |