Civic Intelligence

Sampson West & Associates Inc.

Plan context: Sampson West & Associates Inc. 401(K) Plan

EIN 47-5511320 • Westford, MA • 7 filings • 2 plans

319 Littleton RdSte 303Westford, MA 01886-4100
Current Snapshot

Latest Year

2023

2023 Participants

10

2023 Assets

$1,136,249

2023 Contributions

$232,994

Historical Graphs

Total Assets Over Time

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

$1,136,249$568,125$0201620192023YearValue
$1,136,249Latest year 2023

Participants Over Time

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

1050201620192023YearValue
10Latest year 2023

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
2023110$1,136,249$232,994$23,299iApproximate average salary by contribution assumption: employee only about $582,485 at 4% or $388,323 at 6%; with 50% employer match about $388,323 at 4% or $258,882 at 6%; with 100% employer match about $291,243 at 4% or $194,162 at 6%.
Sampson West & Associates Inc. 401(K) Plan-10$1,136,249$232,994$23,299iApproximate average salary by contribution assumption: employee only about $582,485 at 4% or $388,323 at 6%; with 50% employer match about $388,323 at 4% or $258,882 at 6%; with 100% employer match about $291,243 at 4% or $194,162 at 6%.
202117$737,901$172,932$24,705iApproximate average salary by contribution assumption: employee only about $617,614 at 4% or $411,743 at 6%; with 50% employer match about $411,743 at 4% or $274,495 at 6%; with 100% employer match about $308,807 at 4% or $205,871 at 6%.
Sampson West & Associates Inc. 401(K) Plan-7$737,901$172,932$24,705iApproximate average salary by contribution assumption: employee only about $617,614 at 4% or $411,743 at 6%; with 50% employer match about $411,743 at 4% or $274,495 at 6%; with 100% employer match about $308,807 at 4% or $205,871 at 6%.
202017$569,744$187,942$26,849iApproximate average salary by contribution assumption: employee only about $671,221 at 4% or $447,481 at 6%; with 50% employer match about $447,481 at 4% or $298,321 at 6%; with 100% employer match about $335,611 at 4% or $223,740 at 6%.
Sampson West & Associates Inc. 401(K) Plan-7$569,744$187,942$26,849iApproximate average salary by contribution assumption: employee only about $671,221 at 4% or $447,481 at 6%; with 50% employer match about $447,481 at 4% or $298,321 at 6%; with 100% employer match about $335,611 at 4% or $223,740 at 6%.
201916$455,978$185,343$30,891iApproximate average salary by contribution assumption: employee only about $772,263 at 4% or $514,842 at 6%; with 50% employer match about $514,842 at 4% or $343,228 at 6%; with 100% employer match about $386,131 at 4% or $257,421 at 6%.
Sampson West & Associates Inc. 401(K) Plan-6$455,978$185,343$30,891iApproximate average salary by contribution assumption: employee only about $772,263 at 4% or $514,842 at 6%; with 50% employer match about $514,842 at 4% or $343,228 at 6%; with 100% employer match about $386,131 at 4% or $257,421 at 6%.
201816$275,157$140,181$23,364iApproximate average salary by contribution assumption: employee only about $584,088 at 4% or $389,392 at 6%; with 50% employer match about $389,392 at 4% or $259,594 at 6%; with 100% employer match about $292,044 at 4% or $194,696 at 6%.
Sampson West & Associates Inc. 401(K) Plan-6$275,157$140,181$23,364iApproximate average salary by contribution assumption: employee only about $584,088 at 4% or $389,392 at 6%; with 50% employer match about $389,392 at 4% or $259,594 at 6%; with 100% employer match about $292,044 at 4% or $194,696 at 6%.
201715$187,085$102,890$20,578iApproximate average salary by contribution assumption: employee only about $514,450 at 4% or $342,967 at 6%; with 50% employer match about $342,967 at 4% or $228,644 at 6%; with 100% employer match about $257,225 at 4% or $171,483 at 6%.
Sampson West & Associates Inc. 401(K) Plan-5$187,085$102,890$20,578iApproximate average salary by contribution assumption: employee only about $514,450 at 4% or $342,967 at 6%; with 50% employer match about $342,967 at 4% or $228,644 at 6%; with 100% employer match about $257,225 at 4% or $171,483 at 6%.
201614$103,146$101,509$25,377iApproximate average salary by contribution assumption: employee only about $634,431 at 4% or $422,954 at 6%; with 50% employer match about $422,954 at 4% or $281,969 at 6%; with 100% employer match about $317,216 at 4% or $211,477 at 6%.
Sampson West & Associates Inc. 401(K) Plan-4$103,146$101,509$25,377iApproximate average salary by contribution assumption: employee only about $634,431 at 4% or $422,954 at 6%; with 50% employer match about $422,954 at 4% or $281,969 at 6%; with 100% employer match about $317,216 at 4% or $211,477 at 6%.