Civic Intelligence

Bello Welsh LLP

Plan context: Bello Welsh 401(K) Plan

EIN 54-2123729 • Boston, MA • 20 filings • 4 plans

125 Summer Street, Suite 1200Boston, MA 02110
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,950

2024 Contributions

$185,206

Historical Graphs

Total Assets Over Time

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

$4,677,711$2,338,856$0200520152024YearValue
$1,950Latest year 2024

Participants Over Time

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

1370200520132021YearValue
6Latest year 2021

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
202410$1,950$0-
Bello Welsh 401(K) Plan-0$1,950--
202310$1,859$0-
Bello Welsh 401(K) Plan-0$1,859--
202210$1,774$0-
Bello Welsh 401(K) Plan-0$1,774--
202116$3,464,917$185,206$30,868iApproximate average salary by contribution assumption: employee only about $771,692 at 4% or $514,461 at 6%; with 50% employer match about $514,461 at 4% or $342,974 at 6%; with 100% employer match about $385,846 at 4% or $257,231 at 6%.
Bello Welsh 401(K) Plan-6$3,464,917$185,206$30,868iApproximate average salary by contribution assumption: employee only about $771,692 at 4% or $514,461 at 6%; with 50% employer match about $514,461 at 4% or $342,974 at 6%; with 100% employer match about $385,846 at 4% or $257,231 at 6%.
202019$3,689,189$105,333$11,704iApproximate average salary by contribution assumption: employee only about $292,592 at 4% or $195,061 at 6%; with 50% employer match about $195,061 at 4% or $130,041 at 6%; with 100% employer match about $146,296 at 4% or $97,531 at 6%.
Bello Welsh 401(K) Plan-9$3,689,189$105,333$11,704iApproximate average salary by contribution assumption: employee only about $292,592 at 4% or $195,061 at 6%; with 50% employer match about $195,061 at 4% or $130,041 at 6%; with 100% employer match about $146,296 at 4% or $97,531 at 6%.
2019110$4,677,711$304,315$30,432iApproximate average salary by contribution assumption: employee only about $760,788 at 4% or $507,192 at 6%; with 50% employer match about $507,192 at 4% or $338,128 at 6%; with 100% employer match about $380,394 at 4% or $253,596 at 6%.
Bello Welsh 401(K) Plan-10$4,677,711$304,315$30,432iApproximate average salary by contribution assumption: employee only about $760,788 at 4% or $507,192 at 6%; with 50% employer match about $507,192 at 4% or $338,128 at 6%; with 100% employer match about $380,394 at 4% or $253,596 at 6%.
2018110$3,534,559$226,738$22,674iApproximate average salary by contribution assumption: employee only about $566,845 at 4% or $377,897 at 6%; with 50% employer match about $377,897 at 4% or $251,931 at 6%; with 100% employer match about $283,423 at 4% or $188,948 at 6%.
Bello Welsh 401(K) Plan-10$3,534,559$226,738$22,674iApproximate average salary by contribution assumption: employee only about $566,845 at 4% or $377,897 at 6%; with 50% employer match about $377,897 at 4% or $251,931 at 6%; with 100% employer match about $283,423 at 4% or $188,948 at 6%.
201719$3,620,060$213,695$23,744iApproximate average salary by contribution assumption: employee only about $593,597 at 4% or $395,731 at 6%; with 50% employer match about $395,731 at 4% or $263,821 at 6%; with 100% employer match about $296,799 at 4% or $197,866 at 6%.
Bello Welsh 401(K) Plan-9$3,620,060$213,695$23,744iApproximate average salary by contribution assumption: employee only about $593,597 at 4% or $395,731 at 6%; with 50% employer match about $395,731 at 4% or $263,821 at 6%; with 100% employer match about $296,799 at 4% or $197,866 at 6%.
201619$2,804,866$254,044$28,227iApproximate average salary by contribution assumption: employee only about $705,678 at 4% or $470,452 at 6%; with 50% employer match about $470,452 at 4% or $313,635 at 6%; with 100% employer match about $352,839 at 4% or $235,226 at 6%.
Bello Welsh 401(K) Plan-9$2,804,866$254,044$28,227iApproximate average salary by contribution assumption: employee only about $705,678 at 4% or $470,452 at 6%; with 50% employer match about $470,452 at 4% or $313,635 at 6%; with 100% employer match about $352,839 at 4% or $235,226 at 6%.
201518$2,382,197$217,102$27,138iApproximate average salary by contribution assumption: employee only about $678,444 at 4% or $452,296 at 6%; with 50% employer match about $452,296 at 4% or $301,531 at 6%; with 100% employer match about $339,222 at 4% or $226,148 at 6%.
Bello Welsh 401(K) Plan-8$2,382,197$217,102$27,138iApproximate average salary by contribution assumption: employee only about $678,444 at 4% or $452,296 at 6%; with 50% employer match about $452,296 at 4% or $301,531 at 6%; with 100% employer match about $339,222 at 4% or $226,148 at 6%.
2014113$2,857,906$236,099$18,161iApproximate average salary by contribution assumption: employee only about $454,037 at 4% or $302,691 at 6%; with 50% employer match about $302,691 at 4% or $201,794 at 6%; with 100% employer match about $227,018 at 4% or $151,346 at 6%.
Bello Welsh 401(K) Plan-13$2,857,906$236,099$18,161iApproximate average salary by contribution assumption: employee only about $454,037 at 4% or $302,691 at 6%; with 50% employer match about $302,691 at 4% or $201,794 at 6%; with 100% employer match about $227,018 at 4% or $151,346 at 6%.
2013111$2,522,673$268,433$24,403iApproximate average salary by contribution assumption: employee only about $610,075 at 4% or $406,717 at 6%; with 50% employer match about $406,717 at 4% or $271,144 at 6%; with 100% employer match about $305,038 at 4% or $203,358 at 6%.
Bello Welsh 401(K) Plan-11$2,522,673$268,433$24,403iApproximate average salary by contribution assumption: employee only about $610,075 at 4% or $406,717 at 6%; with 50% employer match about $406,717 at 4% or $271,144 at 6%; with 100% employer match about $305,038 at 4% or $203,358 at 6%.
201219$1,745,334$226,207$25,134iApproximate average salary by contribution assumption: employee only about $628,353 at 4% or $418,902 at 6%; with 50% employer match about $418,902 at 4% or $279,268 at 6%; with 100% employer match about $314,176 at 4% or $209,451 at 6%.
Bello Welsh 401(K) Plan-9$1,745,334$226,207$25,134iApproximate average salary by contribution assumption: employee only about $628,353 at 4% or $418,902 at 6%; with 50% employer match about $418,902 at 4% or $279,268 at 6%; with 100% employer match about $314,176 at 4% or $209,451 at 6%.
201119$1,275,499$230,366$25,596iApproximate average salary by contribution assumption: employee only about $639,906 at 4% or $426,604 at 6%; with 50% employer match about $426,604 at 4% or $284,402 at 6%; with 100% employer match about $319,953 at 4% or $213,302 at 6%.
Bello Welsh 401(K) Plan-9$1,275,499$230,366$25,596iApproximate average salary by contribution assumption: employee only about $639,906 at 4% or $426,604 at 6%; with 50% employer match about $426,604 at 4% or $284,402 at 6%; with 100% employer match about $319,953 at 4% or $213,302 at 6%.
201019$1,128,679$230,695$25,633iApproximate average salary by contribution assumption: employee only about $640,819 at 4% or $427,213 at 6%; with 50% employer match about $427,213 at 4% or $284,809 at 6%; with 100% employer match about $320,410 at 4% or $213,606 at 6%.
Bello Welsh 401(K) Plan-9$1,128,679$230,695$25,633iApproximate average salary by contribution assumption: employee only about $640,819 at 4% or $427,213 at 6%; with 50% employer match about $427,213 at 4% or $284,809 at 6%; with 100% employer match about $320,410 at 4% or $213,606 at 6%.
200918$769,852$230,714$28,839iApproximate average salary by contribution assumption: employee only about $720,981 at 4% or $480,654 at 6%; with 50% employer match about $480,654 at 4% or $320,436 at 6%; with 100% employer match about $360,491 at 4% or $240,327 at 6%.
Bello Welsh 401(K) Plan-8$769,852$230,714$28,839iApproximate average salary by contribution assumption: employee only about $720,981 at 4% or $480,654 at 6%; with 50% employer match about $480,654 at 4% or $320,436 at 6%; with 100% employer match about $360,491 at 4% or $240,327 at 6%.
200817$339,950$137,533$19,648iApproximate average salary by contribution assumption: employee only about $491,189 at 4% or $327,460 at 6%; with 50% employer match about $327,460 at 4% or $218,306 at 6%; with 100% employer match about $245,595 at 4% or $163,730 at 6%.
Bello Welsh 401(K) Plan-7$339,950$137,533$19,648iApproximate average salary by contribution assumption: employee only about $491,189 at 4% or $327,460 at 6%; with 50% employer match about $327,460 at 4% or $218,306 at 6%; with 100% employer match about $245,595 at 4% or $163,730 at 6%.
200714$406,933$193,629$48,407iApproximate average salary by contribution assumption: employee only about $1,210,181 at 4% or $806,788 at 6%; with 50% employer match about $806,788 at 4% or $537,858 at 6%; with 100% employer match about $605,091 at 4% or $403,394 at 6%.
Bello Welsh 401(K) Plan-4$406,933$193,629$48,407iApproximate average salary by contribution assumption: employee only about $1,210,181 at 4% or $806,788 at 6%; with 50% employer match about $806,788 at 4% or $537,858 at 6%; with 100% employer match about $605,091 at 4% or $403,394 at 6%.
200614$190,346$0-
Bello Welsh 401(K) Plan-4$190,346--
200512$170,449$84,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
Bello Welsh 401(K) Plan-2$170,449$84,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.