Civic Intelligence

Adelson, Loria & Weisman

Plan context: Adelson, Loria & Weisman, P. C. 401K Plan

EIN 71-0921048 • Boston, MA • 21 filings • 4 plans

20 Park Plaza Suite 820Boston, MA 02116
Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$4,414,680

2024 Contributions

$140,064

Historical Graphs

Total Assets Over Time

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

$4,414,680$2,207,340$0200320142023YearValue
$4,414,680Latest year 2023

Participants Over Time

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

20100200320142023YearValue
19Latest 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
202410$0$0-
Adelson, Loria & Weisman, P. C. 401K Plan-0$0--
2023119$4,414,680$140,064$7,372iApproximate average salary by contribution assumption: employee only about $184,295 at 4% or $122,863 at 6%; with 50% employer match about $122,863 at 4% or $81,909 at 6%; with 100% employer match about $92,147 at 4% or $61,432 at 6%.
Adelson, Loria & Weisman, P. C. 401K Plan-19$4,414,680$140,064$7,372iApproximate average salary by contribution assumption: employee only about $184,295 at 4% or $122,863 at 6%; with 50% employer match about $122,863 at 4% or $81,909 at 6%; with 100% employer match about $92,147 at 4% or $61,432 at 6%.
2022119$3,656,036$140,310$7,385iApproximate average salary by contribution assumption: employee only about $184,618 at 4% or $123,079 at 6%; with 50% employer match about $123,079 at 4% or $82,053 at 6%; with 100% employer match about $92,309 at 4% or $61,539 at 6%.
Adelson, Loria & Weisman, P. C. 401K Plan-19$3,656,036$140,310$7,385iApproximate average salary by contribution assumption: employee only about $184,618 at 4% or $123,079 at 6%; with 50% employer match about $123,079 at 4% or $82,053 at 6%; with 100% employer match about $92,309 at 4% or $61,539 at 6%.
2021117$4,372,949$276,795$16,282iApproximate average salary by contribution assumption: employee only about $407,051 at 4% or $271,368 at 6%; with 50% employer match about $271,368 at 4% or $180,912 at 6%; with 100% employer match about $203,526 at 4% or $135,684 at 6%.
Adelson, Loria & Weisman, P. C. 401K Plan-17$4,372,949$276,795$16,282iApproximate average salary by contribution assumption: employee only about $407,051 at 4% or $271,368 at 6%; with 50% employer match about $271,368 at 4% or $180,912 at 6%; with 100% employer match about $203,526 at 4% or $135,684 at 6%.
2020120$3,806,690$207,242$10,362iApproximate average salary by contribution assumption: employee only about $259,053 at 4% or $172,702 at 6%; with 50% employer match about $172,702 at 4% or $115,134 at 6%; with 100% employer match about $129,526 at 4% or $86,351 at 6%.
Adelson, Loria & Weisman, P. C. 401K Plan-20$3,806,690$207,242$10,362iApproximate average salary by contribution assumption: employee only about $259,053 at 4% or $172,702 at 6%; with 50% employer match about $172,702 at 4% or $115,134 at 6%; with 100% employer match about $129,526 at 4% or $86,351 at 6%.
2019118$3,154,615$190,827$10,602iApproximate average salary by contribution assumption: employee only about $265,038 at 4% or $176,692 at 6%; with 50% employer match about $176,692 at 4% or $117,794 at 6%; with 100% employer match about $132,519 at 4% or $88,346 at 6%.
Adelson, Loria & Weisman, P. C. 401K Plan-18$3,154,615$190,827$10,602iApproximate average salary by contribution assumption: employee only about $265,038 at 4% or $176,692 at 6%; with 50% employer match about $176,692 at 4% or $117,794 at 6%; with 100% employer match about $132,519 at 4% or $88,346 at 6%.
2018117$2,481,982$188,289$11,076iApproximate average salary by contribution assumption: employee only about $276,896 at 4% or $184,597 at 6%; with 50% employer match about $184,597 at 4% or $123,065 at 6%; with 100% employer match about $138,448 at 4% or $92,299 at 6%.
Adelson, Loria & Weisman, P. C. 401K Plan-17$2,481,982$188,289$11,076iApproximate average salary by contribution assumption: employee only about $276,896 at 4% or $184,597 at 6%; with 50% employer match about $184,597 at 4% or $123,065 at 6%; with 100% employer match about $138,448 at 4% or $92,299 at 6%.
2017117$2,475,695$192,938$11,349iApproximate average salary by contribution assumption: employee only about $283,732 at 4% or $189,155 at 6%; with 50% employer match about $189,155 at 4% or $126,103 at 6%; with 100% employer match about $141,866 at 4% or $94,577 at 6%.
Adelson, Loria & Weisman, P. C. 401K Plan-17$2,475,695$192,938$11,349iApproximate average salary by contribution assumption: employee only about $283,732 at 4% or $189,155 at 6%; with 50% employer match about $189,155 at 4% or $126,103 at 6%; with 100% employer match about $141,866 at 4% or $94,577 at 6%.
2016119$2,076,975$161,129$8,480iApproximate average salary by contribution assumption: employee only about $212,012 at 4% or $141,341 at 6%; with 50% employer match about $141,341 at 4% or $94,227 at 6%; with 100% employer match about $106,006 at 4% or $70,671 at 6%.
Adelson, Loria & Weisman, P. C. 401K Plan-19$2,076,975$161,129$8,480iApproximate average salary by contribution assumption: employee only about $212,012 at 4% or $141,341 at 6%; with 50% employer match about $141,341 at 4% or $94,227 at 6%; with 100% employer match about $106,006 at 4% or $70,671 at 6%.
2015118$1,813,348$139,412$7,745iApproximate average salary by contribution assumption: employee only about $193,628 at 4% or $129,085 at 6%; with 50% employer match about $129,085 at 4% or $86,057 at 6%; with 100% employer match about $96,814 at 4% or $64,543 at 6%.
Adelson, Loria & Weisman, P. C. 401K Plan-18$1,813,348$139,412$7,745iApproximate average salary by contribution assumption: employee only about $193,628 at 4% or $129,085 at 6%; with 50% employer match about $129,085 at 4% or $86,057 at 6%; with 100% employer match about $96,814 at 4% or $64,543 at 6%.
2014118$1,734,223$132,795$7,378iApproximate average salary by contribution assumption: employee only about $184,438 at 4% or $122,958 at 6%; with 50% employer match about $122,958 at 4% or $81,972 at 6%; with 100% employer match about $92,219 at 4% or $61,479 at 6%.
Adelson, Loria & Weisman, P. C. 401K Plan-18$1,734,223$132,795$7,378iApproximate average salary by contribution assumption: employee only about $184,438 at 4% or $122,958 at 6%; with 50% employer match about $122,958 at 4% or $81,972 at 6%; with 100% employer match about $92,219 at 4% or $61,479 at 6%.
2013120$1,576,975$141,831$7,092iApproximate average salary by contribution assumption: employee only about $177,289 at 4% or $118,193 at 6%; with 50% employer match about $118,193 at 4% or $78,795 at 6%; with 100% employer match about $88,644 at 4% or $59,096 at 6%.
Adelson, Loria & Weisman, P. C. 401K Plan-20$1,576,975$141,831$7,092iApproximate average salary by contribution assumption: employee only about $177,289 at 4% or $118,193 at 6%; with 50% employer match about $118,193 at 4% or $78,795 at 6%; with 100% employer match about $88,644 at 4% or $59,096 at 6%.
2012115$1,245,211$125,658$8,377iApproximate average salary by contribution assumption: employee only about $209,430 at 4% or $139,620 at 6%; with 50% employer match about $139,620 at 4% or $93,080 at 6%; with 100% employer match about $104,715 at 4% or $69,810 at 6%.
Adelson, Loria & Weisman, P. C. 401K Plan-15$1,245,211$125,658$8,377iApproximate average salary by contribution assumption: employee only about $209,430 at 4% or $139,620 at 6%; with 50% employer match about $139,620 at 4% or $93,080 at 6%; with 100% employer match about $104,715 at 4% or $69,810 at 6%.
2011114$1,007,495$132,043$9,432iApproximate average salary by contribution assumption: employee only about $235,791 at 4% or $157,194 at 6%; with 50% employer match about $157,194 at 4% or $104,796 at 6%; with 100% employer match about $117,896 at 4% or $78,597 at 6%.
Adelson, Loria & Weisman, P. C. 401K Plan-14$1,007,495$132,043$9,432iApproximate average salary by contribution assumption: employee only about $235,791 at 4% or $157,194 at 6%; with 50% employer match about $157,194 at 4% or $104,796 at 6%; with 100% employer match about $117,896 at 4% or $78,597 at 6%.
2010114$901,892$88,692$6,335iApproximate average salary by contribution assumption: employee only about $158,379 at 4% or $105,586 at 6%; with 50% employer match about $105,586 at 4% or $70,390 at 6%; with 100% employer match about $79,189 at 4% or $52,793 at 6%.
Adelson, Loria & Weisman, P. C. 401K Plan-14$901,892$88,692$6,335iApproximate average salary by contribution assumption: employee only about $158,379 at 4% or $105,586 at 6%; with 50% employer match about $105,586 at 4% or $70,390 at 6%; with 100% employer match about $79,189 at 4% or $52,793 at 6%.
2009115$744,852$70,801$4,720iApproximate average salary by contribution assumption: employee only about $118,002 at 4% or $78,668 at 6%; with 50% employer match about $78,668 at 4% or $52,445 at 6%; with 100% employer match about $59,001 at 4% or $39,334 at 6%.
Adelson, Loria & Weisman, P. C. 401K Plan-15$744,852$70,801$4,720iApproximate average salary by contribution assumption: employee only about $118,002 at 4% or $78,668 at 6%; with 50% employer match about $78,668 at 4% or $52,445 at 6%; with 100% employer match about $59,001 at 4% or $39,334 at 6%.
2008112$561,455$130,492$10,874iApproximate average salary by contribution assumption: employee only about $271,858 at 4% or $181,239 at 6%; with 50% employer match about $181,239 at 4% or $120,826 at 6%; with 100% employer match about $135,929 at 4% or $90,619 at 6%.
Adelson, Loria & Weisman, P. C. 401K Plan-12$561,455$130,492$10,874iApproximate average salary by contribution assumption: employee only about $271,858 at 4% or $181,239 at 6%; with 50% employer match about $181,239 at 4% or $120,826 at 6%; with 100% employer match about $135,929 at 4% or $90,619 at 6%.
2007115$703,672$132,518$8,835iApproximate average salary by contribution assumption: employee only about $220,863 at 4% or $147,242 at 6%; with 50% employer match about $147,242 at 4% or $98,161 at 6%; with 100% employer match about $110,432 at 4% or $73,621 at 6%.
Adelson, Loria & Weisman, P. C. 401K Plan-15$703,672$132,518$8,835iApproximate average salary by contribution assumption: employee only about $220,863 at 4% or $147,242 at 6%; with 50% employer match about $147,242 at 4% or $98,161 at 6%; with 100% employer match about $110,432 at 4% or $73,621 at 6%.
2006115$0$0-
Adelson, Loria & Weisman, P. C. 401K Plan-15---
2005119$324,437$143,526$7,554iApproximate average salary by contribution assumption: employee only about $188,850 at 4% or $125,900 at 6%; with 50% employer match about $125,900 at 4% or $83,933 at 6%; with 100% employer match about $94,425 at 4% or $62,950 at 6%.
Adelson, Loria & Weisman, P. C. 401K Plan-19$324,437$143,526$7,554iApproximate average salary by contribution assumption: employee only about $188,850 at 4% or $125,900 at 6%; with 50% employer match about $125,900 at 4% or $83,933 at 6%; with 100% employer match about $94,425 at 4% or $62,950 at 6%.
2003112$53,446$52,033$4,336iApproximate average salary by contribution assumption: employee only about $108,402 at 4% or $72,268 at 6%; with 50% employer match about $72,268 at 4% or $48,179 at 6%; with 100% employer match about $54,201 at 4% or $36,134 at 6%.
Adelson, Loria & Weisman, P. C. 401K Plan-12$53,446$52,033$4,336iApproximate average salary by contribution assumption: employee only about $108,402 at 4% or $72,268 at 6%; with 50% employer match about $72,268 at 4% or $48,179 at 6%; with 100% employer match about $54,201 at 4% or $36,134 at 6%.