Current Snapshot
Latest Year
2002
2002 Participants
141
2002 Assets
$459,790
2002 Contributions
$70,136
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 |
|---|---|---|---|---|---|
| 2002 | 1 | 0 | $0 | $70,136 | - |
| Mfs Inc. Employee 401K Plan | - | 0 | - | $70,136 | - |
| 2001 | 1 | 141 | $459,790 | $66,695 | $473iApproximate average salary by contribution assumption: employee only about $11,825 at 4% or $7,884 at 6%; with 50% employer match about $7,884 at 4% or $5,256 at 6%; with 100% employer match about $5,913 at 4% or $3,942 at 6%. |
| Mfs Inc. Employee 401K Plan | - | 141 | $459,790 | $66,695 | $473iApproximate average salary by contribution assumption: employee only about $11,825 at 4% or $7,884 at 6%; with 50% employer match about $7,884 at 4% or $5,256 at 6%; with 100% employer match about $5,913 at 4% or $3,942 at 6%. |
| 2000 | 1 | 222 | $477,380 | $92,407 | $416iApproximate average salary by contribution assumption: employee only about $10,406 at 4% or $6,937 at 6%; with 50% employer match about $6,937 at 4% or $4,625 at 6%; with 100% employer match about $5,203 at 4% or $3,469 at 6%. |
| Mfs Inc. Employee 401K Plan | - | 222 | $477,380 | $92,407 | $416iApproximate average salary by contribution assumption: employee only about $10,406 at 4% or $6,937 at 6%; with 50% employer match about $6,937 at 4% or $4,625 at 6%; with 100% employer match about $5,203 at 4% or $3,469 at 6%. |
| 1999 | 1 | 34 | $588,058 | $95,857 | $2,819iApproximate average salary by contribution assumption: employee only about $70,483 at 4% or $46,989 at 6%; with 50% employer match about $46,989 at 4% or $31,326 at 6%; with 100% employer match about $35,242 at 4% or $23,494 at 6%. |
| Mfs Inc. Employee 401K Plan | - | 34 | $588,058 | $95,857 | $2,819iApproximate average salary by contribution assumption: employee only about $70,483 at 4% or $46,989 at 6%; with 50% employer match about $46,989 at 4% or $31,326 at 6%; with 100% employer match about $35,242 at 4% or $23,494 at 6%. |