Civic Intelligence

Advanced Energy Group

Plan context: Advanced Energy Group 401(K) Plan and Trust

EIN 76-0724532 • East Longmeadow, MA • 15 filings • 1 plans

26 Deer Park DriveEast Longmeadow, MA 01028
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$2,228,938

2025 Contributions

$210,429

Historical Graphs

Total Assets Over Time

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

$2,228,938$1,114,469$0201120182025YearValue
$2,228,938Latest year 2025

Participants Over Time

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

1790201120182025YearValue
14Latest year 2025

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
2025114$2,228,938$210,429$15,031iApproximate average salary by contribution assumption: employee only about $375,766 at 4% or $250,511 at 6%; with 50% employer match about $250,511 at 4% or $167,007 at 6%; with 100% employer match about $187,883 at 4% or $125,255 at 6%.
Advanced Energy Group 401(K) Plan and Trust-14$2,228,938$210,429$15,031iApproximate average salary by contribution assumption: employee only about $375,766 at 4% or $250,511 at 6%; with 50% employer match about $250,511 at 4% or $167,007 at 6%; with 100% employer match about $187,883 at 4% or $125,255 at 6%.
2024116$1,842,457$106,421$6,651iApproximate average salary by contribution assumption: employee only about $166,283 at 4% or $110,855 at 6%; with 50% employer match about $110,855 at 4% or $73,903 at 6%; with 100% employer match about $83,141 at 4% or $55,428 at 6%.
Advanced Energy Group 401(K) Plan and Trust-16$1,842,457$106,421$6,651iApproximate average salary by contribution assumption: employee only about $166,283 at 4% or $110,855 at 6%; with 50% employer match about $110,855 at 4% or $73,903 at 6%; with 100% employer match about $83,141 at 4% or $55,428 at 6%.
2023117$1,638,409$150,016$8,824iApproximate average salary by contribution assumption: employee only about $220,612 at 4% or $147,075 at 6%; with 50% employer match about $147,075 at 4% or $98,050 at 6%; with 100% employer match about $110,306 at 4% or $73,537 at 6%.
Advanced Energy Group 401(K) Plan and Trust-17$1,638,409$150,016$8,824iApproximate average salary by contribution assumption: employee only about $220,612 at 4% or $147,075 at 6%; with 50% employer match about $147,075 at 4% or $98,050 at 6%; with 100% employer match about $110,306 at 4% or $73,537 at 6%.
2022115$1,375,736$278,279$18,552iApproximate average salary by contribution assumption: employee only about $463,798 at 4% or $309,199 at 6%; with 50% employer match about $309,199 at 4% or $206,133 at 6%; with 100% employer match about $231,899 at 4% or $154,599 at 6%.
Advanced Energy Group 401(K) Plan and Trust-15$1,375,736$278,279$18,552iApproximate average salary by contribution assumption: employee only about $463,798 at 4% or $309,199 at 6%; with 50% employer match about $309,199 at 4% or $206,133 at 6%; with 100% employer match about $231,899 at 4% or $154,599 at 6%.
2021116$1,478,877$147,355$9,210iApproximate average salary by contribution assumption: employee only about $230,242 at 4% or $153,495 at 6%; with 50% employer match about $153,495 at 4% or $102,330 at 6%; with 100% employer match about $115,121 at 4% or $76,747 at 6%.
Advanced Energy Group 401(K) Plan and Trust-16$1,478,877$147,355$9,210iApproximate average salary by contribution assumption: employee only about $230,242 at 4% or $153,495 at 6%; with 50% employer match about $153,495 at 4% or $102,330 at 6%; with 100% employer match about $115,121 at 4% or $76,747 at 6%.
2020115$1,236,864$124,578$8,305iApproximate average salary by contribution assumption: employee only about $207,630 at 4% or $138,420 at 6%; with 50% employer match about $138,420 at 4% or $92,280 at 6%; with 100% employer match about $103,815 at 4% or $69,210 at 6%.
Advanced Energy Group 401(K) Plan and Trust-15$1,236,864$124,578$8,305iApproximate average salary by contribution assumption: employee only about $207,630 at 4% or $138,420 at 6%; with 50% employer match about $138,420 at 4% or $92,280 at 6%; with 100% employer match about $103,815 at 4% or $69,210 at 6%.
2019115$1,022,277$94,150$6,277iApproximate average salary by contribution assumption: employee only about $156,917 at 4% or $104,611 at 6%; with 50% employer match about $104,611 at 4% or $69,741 at 6%; with 100% employer match about $78,458 at 4% or $52,306 at 6%.
Advanced Energy Group 401(K) Plan and Trust-15$1,022,277$94,150$6,277iApproximate average salary by contribution assumption: employee only about $156,917 at 4% or $104,611 at 6%; with 50% employer match about $104,611 at 4% or $69,741 at 6%; with 100% employer match about $78,458 at 4% or $52,306 at 6%.
2018114$844,724$225,808$16,129iApproximate average salary by contribution assumption: employee only about $403,229 at 4% or $268,819 at 6%; with 50% employer match about $268,819 at 4% or $179,213 at 6%; with 100% employer match about $201,614 at 4% or $134,410 at 6%.
Advanced Energy Group 401(K) Plan and Trust-14$844,724$225,808$16,129iApproximate average salary by contribution assumption: employee only about $403,229 at 4% or $268,819 at 6%; with 50% employer match about $268,819 at 4% or $179,213 at 6%; with 100% employer match about $201,614 at 4% or $134,410 at 6%.
2017113$651,557$50,015$3,847iApproximate average salary by contribution assumption: employee only about $96,183 at 4% or $64,122 at 6%; with 50% employer match about $64,122 at 4% or $42,748 at 6%; with 100% employer match about $48,091 at 4% or $32,061 at 6%.
Advanced Energy Group 401(K) Plan and Trust-13$651,557$50,015$3,847iApproximate average salary by contribution assumption: employee only about $96,183 at 4% or $64,122 at 6%; with 50% employer match about $64,122 at 4% or $42,748 at 6%; with 100% employer match about $48,091 at 4% or $32,061 at 6%.
2016113$578,897$94,870$7,298iApproximate average salary by contribution assumption: employee only about $182,442 at 4% or $121,628 at 6%; with 50% employer match about $121,628 at 4% or $81,085 at 6%; with 100% employer match about $91,221 at 4% or $60,814 at 6%.
Advanced Energy Group 401(K) Plan and Trust-13$578,897$94,870$7,298iApproximate average salary by contribution assumption: employee only about $182,442 at 4% or $121,628 at 6%; with 50% employer match about $121,628 at 4% or $81,085 at 6%; with 100% employer match about $91,221 at 4% or $60,814 at 6%.
2015112$469,806$33,296$2,775iApproximate average salary by contribution assumption: employee only about $69,367 at 4% or $46,244 at 6%; with 50% employer match about $46,244 at 4% or $30,830 at 6%; with 100% employer match about $34,683 at 4% or $23,122 at 6%.
Advanced Energy Group 401(K) Plan and Trust-12$469,806$33,296$2,775iApproximate average salary by contribution assumption: employee only about $69,367 at 4% or $46,244 at 6%; with 50% employer match about $46,244 at 4% or $30,830 at 6%; with 100% employer match about $34,683 at 4% or $23,122 at 6%.
201419$437,861$38,415$4,268iApproximate average salary by contribution assumption: employee only about $106,708 at 4% or $71,139 at 6%; with 50% employer match about $71,139 at 4% or $47,426 at 6%; with 100% employer match about $53,354 at 4% or $35,569 at 6%.
Advanced Energy Group 401(K) Plan and Trust-9$437,861$38,415$4,268iApproximate average salary by contribution assumption: employee only about $106,708 at 4% or $71,139 at 6%; with 50% employer match about $71,139 at 4% or $47,426 at 6%; with 100% employer match about $53,354 at 4% or $35,569 at 6%.
201319$400,833$30,244$3,360iApproximate average salary by contribution assumption: employee only about $84,011 at 4% or $56,007 at 6%; with 50% employer match about $56,007 at 4% or $37,338 at 6%; with 100% employer match about $42,006 at 4% or $28,004 at 6%.
Advanced Energy Group 401(K) Plan and Trust-9$400,833$30,244$3,360iApproximate average salary by contribution assumption: employee only about $84,011 at 4% or $56,007 at 6%; with 50% employer match about $56,007 at 4% or $37,338 at 6%; with 100% employer match about $42,006 at 4% or $28,004 at 6%.
2012111$391,577$29,258$2,660iApproximate average salary by contribution assumption: employee only about $66,495 at 4% or $44,330 at 6%; with 50% employer match about $44,330 at 4% or $29,554 at 6%; with 100% employer match about $33,248 at 4% or $22,165 at 6%.
Advanced Energy Group 401(K) Plan and Trust-11$391,577$29,258$2,660iApproximate average salary by contribution assumption: employee only about $66,495 at 4% or $44,330 at 6%; with 50% employer match about $44,330 at 4% or $29,554 at 6%; with 100% employer match about $33,248 at 4% or $22,165 at 6%.
2011111$362,551$32,753$2,978iApproximate average salary by contribution assumption: employee only about $74,439 at 4% or $49,626 at 6%; with 50% employer match about $49,626 at 4% or $33,084 at 6%; with 100% employer match about $37,219 at 4% or $24,813 at 6%.
Advanced Energy Group 401(K) Plan and Trust-11$362,551$32,753$2,978iApproximate average salary by contribution assumption: employee only about $74,439 at 4% or $49,626 at 6%; with 50% employer match about $49,626 at 4% or $33,084 at 6%; with 100% employer match about $37,219 at 4% or $24,813 at 6%.