Civic Intelligence

Cubic Asset Management LLC

Plan context: Cubic Asset Management LLC 401 (K) Profit Sharing Plan & Trust

EIN 65-1312579 • Boston, MA • 17 filings • 5 plans

800 Boylston Street, Suite 2830Boston, MA 02199
Current Snapshot

Latest Year

2023

2023 Participants

5

2023 Assets

$3,010,399

2023 Contributions

$321,689

Historical Graphs

Total Assets Over Time

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

$3,010,399$1,505,200$0200820162023YearValue
$3,010,399Latest year 2023

Participants Over Time

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

630200820162023YearValue
5Latest 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
202325$3,010,399$321,689$64,338iApproximate average salary by contribution assumption: employee only about $1,608,445 at 4% or $1,072,297 at 6%; with 50% employer match about $1,072,297 at 4% or $714,864 at 6%; with 100% employer match about $804,223 at 4% or $536,148 at 6%.
Cubic Asset Management LLC 401 (K) Profit Sharing Plan & Trust-5$3,010,399$186,598$37,320iApproximate average salary by contribution assumption: employee only about $932,990 at 4% or $621,993 at 6%; with 50% employer match about $621,993 at 4% or $414,662 at 6%; with 100% employer match about $466,495 at 4% or $310,997 at 6%.
Cubic Asset Management LLC 401 (K) Profit Sharing Plan & Trust-0$0$135,091-
202215$2,373,850$158,100$31,620iApproximate average salary by contribution assumption: employee only about $790,500 at 4% or $527,000 at 6%; with 50% employer match about $527,000 at 4% or $351,333 at 6%; with 100% employer match about $395,250 at 4% or $263,500 at 6%.
Cubic Asset Management LLC 401 (K) Profit Sharing Plan & Trust-5$2,373,850$158,100$31,620iApproximate average salary by contribution assumption: employee only about $790,500 at 4% or $527,000 at 6%; with 50% employer match about $527,000 at 4% or $351,333 at 6%; with 100% employer match about $395,250 at 4% or $263,500 at 6%.
202115$2,655,966$154,070$30,814iApproximate average salary by contribution assumption: employee only about $770,350 at 4% or $513,567 at 6%; with 50% employer match about $513,567 at 4% or $342,378 at 6%; with 100% employer match about $385,175 at 4% or $256,783 at 6%.
Cubic Asset Management LLC 401 (K) Profit Sharing Plan & Trust-5$2,655,966$154,070$30,814iApproximate average salary by contribution assumption: employee only about $770,350 at 4% or $513,567 at 6%; with 50% employer match about $513,567 at 4% or $342,378 at 6%; with 100% employer match about $385,175 at 4% or $256,783 at 6%.
202015$2,085,050$146,799$29,360iApproximate average salary by contribution assumption: employee only about $733,995 at 4% or $489,330 at 6%; with 50% employer match about $489,330 at 4% or $326,220 at 6%; with 100% employer match about $366,998 at 4% or $244,665 at 6%.
Cubic Asset Management LLC 401 (K) Profit Sharing Plan & Trust-5$2,085,050$146,799$29,360iApproximate average salary by contribution assumption: employee only about $733,995 at 4% or $489,330 at 6%; with 50% employer match about $489,330 at 4% or $326,220 at 6%; with 100% employer match about $366,998 at 4% or $244,665 at 6%.
201915$1,671,939$148,195$29,639iApproximate average salary by contribution assumption: employee only about $740,975 at 4% or $493,983 at 6%; with 50% employer match about $493,983 at 4% or $329,322 at 6%; with 100% employer match about $370,488 at 4% or $246,992 at 6%.
Cubic Asset Management LLC 401 (K) Profit Sharing Plan & Trust-5$1,671,939$148,195$29,639iApproximate average salary by contribution assumption: employee only about $740,975 at 4% or $493,983 at 6%; with 50% employer match about $493,983 at 4% or $329,322 at 6%; with 100% employer match about $370,488 at 4% or $246,992 at 6%.
201815$1,282,105$142,364$28,473iApproximate average salary by contribution assumption: employee only about $711,820 at 4% or $474,547 at 6%; with 50% employer match about $474,547 at 4% or $316,364 at 6%; with 100% employer match about $355,910 at 4% or $237,273 at 6%.
Cubic Asset Management LLC 401 (K) Profit Sharing Plan & Trust-5$1,282,105$142,364$28,473iApproximate average salary by contribution assumption: employee only about $711,820 at 4% or $474,547 at 6%; with 50% employer match about $474,547 at 4% or $316,364 at 6%; with 100% employer match about $355,910 at 4% or $237,273 at 6%.
201716$1,645,670$143,375$23,896iApproximate average salary by contribution assumption: employee only about $597,396 at 4% or $398,264 at 6%; with 50% employer match about $398,264 at 4% or $265,509 at 6%; with 100% employer match about $298,698 at 4% or $199,132 at 6%.
Cubic Asset Management LLC 401 (K) Profit Sharing Plan & Trust-6$1,645,670$143,375$23,896iApproximate average salary by contribution assumption: employee only about $597,396 at 4% or $398,264 at 6%; with 50% employer match about $398,264 at 4% or $265,509 at 6%; with 100% employer match about $298,698 at 4% or $199,132 at 6%.
201616$1,277,685$130,740$21,790iApproximate average salary by contribution assumption: employee only about $544,750 at 4% or $363,167 at 6%; with 50% employer match about $363,167 at 4% or $242,111 at 6%; with 100% employer match about $272,375 at 4% or $181,583 at 6%.
Cubic Asset Management LLC 401 (K) Profit Sharing Plan & Trust-6$1,277,685$130,740$21,790iApproximate average salary by contribution assumption: employee only about $544,750 at 4% or $363,167 at 6%; with 50% employer match about $363,167 at 4% or $242,111 at 6%; with 100% employer match about $272,375 at 4% or $181,583 at 6%.
201516$1,066,988$133,644$22,274iApproximate average salary by contribution assumption: employee only about $556,850 at 4% or $371,233 at 6%; with 50% employer match about $371,233 at 4% or $247,489 at 6%; with 100% employer match about $278,425 at 4% or $185,617 at 6%.
Cubic Asset Management LLC 401 (K) Profit Sharing Plan & Trust-6$1,066,988$133,644$22,274iApproximate average salary by contribution assumption: employee only about $556,850 at 4% or $371,233 at 6%; with 50% employer match about $371,233 at 4% or $247,489 at 6%; with 100% employer match about $278,425 at 4% or $185,617 at 6%.
201415$930,975$127,536$25,507iApproximate average salary by contribution assumption: employee only about $637,680 at 4% or $425,120 at 6%; with 50% employer match about $425,120 at 4% or $283,413 at 6%; with 100% employer match about $318,840 at 4% or $212,560 at 6%.
Cubic Asset Management LLC 401 (K) Profit Sharing Plan & Trust-5$930,975$127,536$25,507iApproximate average salary by contribution assumption: employee only about $637,680 at 4% or $425,120 at 6%; with 50% employer match about $425,120 at 4% or $283,413 at 6%; with 100% employer match about $318,840 at 4% or $212,560 at 6%.
201315$769,575$98,442$19,688iApproximate average salary by contribution assumption: employee only about $492,210 at 4% or $328,140 at 6%; with 50% employer match about $328,140 at 4% or $218,760 at 6%; with 100% employer match about $246,105 at 4% or $164,070 at 6%.
Cubic Asset Management LLC 401 (K) Profit Sharing Plan & Trust-5$769,575$98,442$19,688iApproximate average salary by contribution assumption: employee only about $492,210 at 4% or $328,140 at 6%; with 50% employer match about $328,140 at 4% or $218,760 at 6%; with 100% employer match about $246,105 at 4% or $164,070 at 6%.
201214$520,544$89,798$22,450iApproximate average salary by contribution assumption: employee only about $561,238 at 4% or $374,158 at 6%; with 50% employer match about $374,158 at 4% or $249,439 at 6%; with 100% employer match about $280,619 at 4% or $187,079 at 6%.
Cubic Asset Management LLC 401 (K) Profit Sharing Plan & Trust-4$520,544$89,798$22,450iApproximate average salary by contribution assumption: employee only about $561,238 at 4% or $374,158 at 6%; with 50% employer match about $374,158 at 4% or $249,439 at 6%; with 100% employer match about $280,619 at 4% or $187,079 at 6%.
201114$375,555$93,004$23,251iApproximate average salary by contribution assumption: employee only about $581,275 at 4% or $387,517 at 6%; with 50% employer match about $387,517 at 4% or $258,344 at 6%; with 100% employer match about $290,638 at 4% or $193,758 at 6%.
Cubic Asset Management LLC 401 (K) Profit Sharing Plan & Trust-4$375,555$93,004$23,251iApproximate average salary by contribution assumption: employee only about $581,275 at 4% or $387,517 at 6%; with 50% employer match about $387,517 at 4% or $258,344 at 6%; with 100% employer match about $290,638 at 4% or $193,758 at 6%.
201015$307,728$91,960$18,392iApproximate average salary by contribution assumption: employee only about $459,800 at 4% or $306,533 at 6%; with 50% employer match about $306,533 at 4% or $204,356 at 6%; with 100% employer match about $229,900 at 4% or $153,267 at 6%.
Cubic Asset Management LLC 401 (K) Profit Sharing Plan & Trust-5$307,728$91,960$18,392iApproximate average salary by contribution assumption: employee only about $459,800 at 4% or $306,533 at 6%; with 50% employer match about $306,533 at 4% or $204,356 at 6%; with 100% employer match about $229,900 at 4% or $153,267 at 6%.
200915$174,795$87,644$17,529iApproximate average salary by contribution assumption: employee only about $438,220 at 4% or $292,147 at 6%; with 50% employer match about $292,147 at 4% or $194,764 at 6%; with 100% employer match about $219,110 at 4% or $146,073 at 6%.
Cubic Asset Management LLC 401 (K) Profit Sharing Plan & Trust-5$174,795$87,644$17,529iApproximate average salary by contribution assumption: employee only about $438,220 at 4% or $292,147 at 6%; with 50% employer match about $292,147 at 4% or $194,764 at 6%; with 100% employer match about $219,110 at 4% or $146,073 at 6%.
200814$50,594$59,595$14,899iApproximate average salary by contribution assumption: employee only about $372,469 at 4% or $248,313 at 6%; with 50% employer match about $248,313 at 4% or $165,542 at 6%; with 100% employer match about $186,234 at 4% or $124,156 at 6%.
Cubic Asset Management LLC 401 (K) Profit Sharing Plan & Trust-4$50,594$59,595$14,899iApproximate average salary by contribution assumption: employee only about $372,469 at 4% or $248,313 at 6%; with 50% employer match about $248,313 at 4% or $165,542 at 6%; with 100% employer match about $186,234 at 4% or $124,156 at 6%.