Civic Intelligence

Blais, Halpert & Lieberman LLC

Plan context: Blais, Halpert & Lieberman LLC 401(K) Plan

EIN 47-1577929 • Boston, MA • 11 filings • 2 plans

100 High Street, Suite 2601Boston, MA 02110
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$9,143,009

2024 Contributions

$365,369

Historical Graphs

Total Assets Over Time

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

$9,143,009$4,571,505$0201520202024YearValue
$9,143,009Latest year 2024

Participants Over Time

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

950201520202024YearValue
9Latest year 2024

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
202419$9,143,009$365,369$40,597iApproximate average salary by contribution assumption: employee only about $1,014,914 at 4% or $676,609 at 6%; with 50% employer match about $676,609 at 4% or $451,073 at 6%; with 100% employer match about $507,457 at 4% or $338,305 at 6%.
Blais, Halpert & Lieberman LLC 401(K) Plan-9$9,143,009$365,369$40,597iApproximate average salary by contribution assumption: employee only about $1,014,914 at 4% or $676,609 at 6%; with 50% employer match about $676,609 at 4% or $451,073 at 6%; with 100% employer match about $507,457 at 4% or $338,305 at 6%.
202318$7,412,231$356,852$44,607iApproximate average salary by contribution assumption: employee only about $1,115,163 at 4% or $743,442 at 6%; with 50% employer match about $743,442 at 4% or $495,628 at 6%; with 100% employer match about $557,581 at 4% or $371,721 at 6%.
Blais, Halpert & Lieberman LLC 401(K) Plan-8$7,412,231$356,852$44,607iApproximate average salary by contribution assumption: employee only about $1,115,163 at 4% or $743,442 at 6%; with 50% employer match about $743,442 at 4% or $495,628 at 6%; with 100% employer match about $557,581 at 4% or $371,721 at 6%.
202218$6,068,039$4,495,825$561,978iApproximate average salary by contribution assumption: employee only about $14,049,453 at 4% or $9,366,302 at 6%; with 50% employer match about $9,366,302 at 4% or $6,244,201 at 6%; with 100% employer match about $7,024,727 at 4% or $4,683,151 at 6%.
Blais, Halpert & Lieberman LLC 401(K) Plan-8$6,068,039$4,495,825$561,978iApproximate average salary by contribution assumption: employee only about $14,049,453 at 4% or $9,366,302 at 6%; with 50% employer match about $9,366,302 at 4% or $6,244,201 at 6%; with 100% employer match about $7,024,727 at 4% or $4,683,151 at 6%.
202118$2,193,882$303,059$37,882iApproximate average salary by contribution assumption: employee only about $947,059 at 4% or $631,373 at 6%; with 50% employer match about $631,373 at 4% or $420,915 at 6%; with 100% employer match about $473,530 at 4% or $315,686 at 6%.
Blais, Halpert & Lieberman LLC 401(K) Plan-8$2,193,882$303,059$37,882iApproximate average salary by contribution assumption: employee only about $947,059 at 4% or $631,373 at 6%; with 50% employer match about $631,373 at 4% or $420,915 at 6%; with 100% employer match about $473,530 at 4% or $315,686 at 6%.
202018$1,585,091$257,917$32,240iApproximate average salary by contribution assumption: employee only about $805,991 at 4% or $537,327 at 6%; with 50% employer match about $537,327 at 4% or $358,218 at 6%; with 100% employer match about $402,995 at 4% or $268,664 at 6%.
Blais, Halpert & Lieberman LLC 401(K) Plan-8$1,585,091$257,917$32,240iApproximate average salary by contribution assumption: employee only about $805,991 at 4% or $537,327 at 6%; with 50% employer match about $537,327 at 4% or $358,218 at 6%; with 100% employer match about $402,995 at 4% or $268,664 at 6%.
201928$2,320,174$518,072$64,759iApproximate average salary by contribution assumption: employee only about $1,618,975 at 4% or $1,079,317 at 6%; with 50% employer match about $1,079,317 at 4% or $719,544 at 6%; with 100% employer match about $809,488 at 4% or $539,658 at 6%.
Blais, Halpert & Lieberman LLC 401(K) Plan-8$1,160,087$259,036$32,380iApproximate average salary by contribution assumption: employee only about $809,488 at 4% or $539,658 at 6%; with 50% employer match about $539,658 at 4% or $359,772 at 6%; with 100% employer match about $404,744 at 4% or $269,829 at 6%.
Blais, Halpert & Lieberman LLC 401(K) Plan-8$1,160,087$259,036$32,380iApproximate average salary by contribution assumption: employee only about $809,488 at 4% or $539,658 at 6%; with 50% employer match about $539,658 at 4% or $359,772 at 6%; with 100% employer match about $404,744 at 4% or $269,829 at 6%.
201817$747,436$278,842$39,835iApproximate average salary by contribution assumption: employee only about $995,864 at 4% or $663,910 at 6%; with 50% employer match about $663,910 at 4% or $442,606 at 6%; with 100% employer match about $497,932 at 4% or $331,955 at 6%.
Blais, Halpert & Lieberman LLC 401(K) Plan-7$747,436$278,842$39,835iApproximate average salary by contribution assumption: employee only about $995,864 at 4% or $663,910 at 6%; with 50% employer match about $663,910 at 4% or $442,606 at 6%; with 100% employer match about $497,932 at 4% or $331,955 at 6%.
201717$508,644$291,884$41,698iApproximate average salary by contribution assumption: employee only about $1,042,443 at 4% or $694,962 at 6%; with 50% employer match about $694,962 at 4% or $463,308 at 6%; with 100% employer match about $521,221 at 4% or $347,481 at 6%.
Blais, Halpert & Lieberman LLC 401(K) Plan-7$508,644$291,884$41,698iApproximate average salary by contribution assumption: employee only about $1,042,443 at 4% or $694,962 at 6%; with 50% employer match about $694,962 at 4% or $463,308 at 6%; with 100% employer match about $521,221 at 4% or $347,481 at 6%.
201617$153,631$122,100$17,443iApproximate average salary by contribution assumption: employee only about $436,071 at 4% or $290,714 at 6%; with 50% employer match about $290,714 at 4% or $193,810 at 6%; with 100% employer match about $218,036 at 4% or $145,357 at 6%.
Blais, Halpert & Lieberman LLC 401(K) Plan-7$153,631$122,100$17,443iApproximate average salary by contribution assumption: employee only about $436,071 at 4% or $290,714 at 6%; with 50% employer match about $290,714 at 4% or $193,810 at 6%; with 100% employer match about $218,036 at 4% or $145,357 at 6%.
201514$28,124$28,385$7,096iApproximate average salary by contribution assumption: employee only about $177,406 at 4% or $118,271 at 6%; with 50% employer match about $118,271 at 4% or $78,847 at 6%; with 100% employer match about $88,703 at 4% or $59,135 at 6%.
Blais, Halpert & Lieberman LLC 401(K) Plan-4$28,124$28,385$7,096iApproximate average salary by contribution assumption: employee only about $177,406 at 4% or $118,271 at 6%; with 50% employer match about $118,271 at 4% or $78,847 at 6%; with 100% employer match about $88,703 at 4% or $59,135 at 6%.