Civic Intelligence

FISCAL PARTNERS, INC.

Plan context: FISCAL PARTNERS 401(K) PLAN

EIN 81-3933113 • Boston, MA • 8 filings • 2 plans

31 State StreetSuite 401Boston, MA 02109
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$303,655

2024 Contributions

$32,606

Historical Graphs

Total Assets Over Time

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

$303,655$151,828$0201720212024YearValue
$303,655Latest year 2024

Participants Over Time

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

420201720212024YearValue
4Latest year 2024

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
202414$303,655$32,606$8,152iApproximate average salary by contribution assumption: employee only about $203,788 at 4% or $135,858 at 6%; with 50% employer match about $135,858 at 4% or $90,572 at 6%; with 100% employer match about $101,894 at 4% or $67,929 at 6%.
FISCAL PARTNERS 401(K) PLAN-4$303,655$32,606$8,152iApproximate average salary by contribution assumption: employee only about $203,788 at 4% or $135,858 at 6%; with 50% employer match about $135,858 at 4% or $90,572 at 6%; with 100% employer match about $101,894 at 4% or $67,929 at 6%.
202314$228,920$32,646$8,162iApproximate average salary by contribution assumption: employee only about $204,038 at 4% or $136,025 at 6%; with 50% employer match about $136,025 at 4% or $90,683 at 6%; with 100% employer match about $102,019 at 4% or $68,013 at 6%.
FISCAL PARTNERS 401(K) PLAN-4$228,920$32,646$8,162iApproximate average salary by contribution assumption: employee only about $204,038 at 4% or $136,025 at 6%; with 50% employer match about $136,025 at 4% or $90,683 at 6%; with 100% employer match about $102,019 at 4% or $68,013 at 6%.
202214$172,912$30,779$7,695iApproximate average salary by contribution assumption: employee only about $192,369 at 4% or $128,246 at 6%; with 50% employer match about $128,246 at 4% or $85,497 at 6%; with 100% employer match about $96,184 at 4% or $64,123 at 6%.
FISCAL PARTNERS 401(K) PLAN-4$172,912$30,779$7,695iApproximate average salary by contribution assumption: employee only about $192,369 at 4% or $128,246 at 6%; with 50% employer match about $128,246 at 4% or $85,497 at 6%; with 100% employer match about $96,184 at 4% or $64,123 at 6%.
202114$162,072$37,485$9,371iApproximate average salary by contribution assumption: employee only about $234,281 at 4% or $156,188 at 6%; with 50% employer match about $156,188 at 4% or $104,125 at 6%; with 100% employer match about $117,141 at 4% or $78,094 at 6%.
FISCAL PARTNERS 401(K) PLAN-4$162,072$37,485$9,371iApproximate average salary by contribution assumption: employee only about $234,281 at 4% or $156,188 at 6%; with 50% employer match about $156,188 at 4% or $104,125 at 6%; with 100% employer match about $117,141 at 4% or $78,094 at 6%.
202014$107,093$33,657$8,414iApproximate average salary by contribution assumption: employee only about $210,356 at 4% or $140,238 at 6%; with 50% employer match about $140,238 at 4% or $93,492 at 6%; with 100% employer match about $105,178 at 4% or $70,119 at 6%.
FISCAL PARTNERS 401(K) PLAN-4$107,093$33,657$8,414iApproximate average salary by contribution assumption: employee only about $210,356 at 4% or $140,238 at 6%; with 50% employer match about $140,238 at 4% or $93,492 at 6%; with 100% employer match about $105,178 at 4% or $70,119 at 6%.
201914$75,605$29,786$7,447iApproximate average salary by contribution assumption: employee only about $186,163 at 4% or $124,108 at 6%; with 50% employer match about $124,108 at 4% or $82,739 at 6%; with 100% employer match about $93,081 at 4% or $62,054 at 6%.
FISCAL PARTNERS 401(K) PLAN-4$75,605$29,786$7,447iApproximate average salary by contribution assumption: employee only about $186,163 at 4% or $124,108 at 6%; with 50% employer match about $124,108 at 4% or $82,739 at 6%; with 100% employer match about $93,081 at 4% or $62,054 at 6%.
201813$32,577$22,359$7,453iApproximate average salary by contribution assumption: employee only about $186,325 at 4% or $124,217 at 6%; with 50% employer match about $124,217 at 4% or $82,811 at 6%; with 100% employer match about $93,163 at 4% or $62,108 at 6%.
FISCAL PARTNERS 401(K) PLAN-3$32,577$22,359$7,453iApproximate average salary by contribution assumption: employee only about $186,325 at 4% or $124,217 at 6%; with 50% employer match about $124,217 at 4% or $82,811 at 6%; with 100% employer match about $93,163 at 4% or $62,108 at 6%.
201713$20,758$8,125$2,708iApproximate average salary by contribution assumption: employee only about $67,708 at 4% or $45,139 at 6%; with 50% employer match about $45,139 at 4% or $30,093 at 6%; with 100% employer match about $33,854 at 4% or $22,569 at 6%.
FISCAL PARTNERS, INC. 401K PLAN-3$20,758$8,125$2,708iApproximate average salary by contribution assumption: employee only about $67,708 at 4% or $45,139 at 6%; with 50% employer match about $45,139 at 4% or $30,093 at 6%; with 100% employer match about $33,854 at 4% or $22,569 at 6%.