Civic Intelligence

QUIVET PARTNERS LLC

Plan context: Sarah Richardson DMD 401 K Profit Sharing Plan Trust

EIN 81-4648680 • Belmont, MA • 9 filings • 3 plans

363 Pleasant StBelmont, MA 02478-3245
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$778,678

2024 Contributions

$46,661

Historical Graphs

Total Assets Over Time

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

$778,678$389,339$0201620202023YearValue
$778,678Latest year 2023

Participants Over Time

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

840201620202023YearValue
8Latest 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$46,661-
Sarah Richardson DMD 401 K Profit Sharing Plan Trust-0$0$46,661-
202318$778,678$106,005$13,251iApproximate average salary by contribution assumption: employee only about $331,266 at 4% or $220,844 at 6%; with 50% employer match about $220,844 at 4% or $147,229 at 6%; with 100% employer match about $165,633 at 4% or $110,422 at 6%.
Sarah Richardson DMD 401 K Profit Sharing Plan Trust-8$778,678$106,005$13,251iApproximate average salary by contribution assumption: employee only about $331,266 at 4% or $220,844 at 6%; with 50% employer match about $220,844 at 4% or $147,229 at 6%; with 100% employer match about $165,633 at 4% or $110,422 at 6%.
202218$574,085$89,423$11,178iApproximate average salary by contribution assumption: employee only about $279,447 at 4% or $186,298 at 6%; with 50% employer match about $186,298 at 4% or $124,199 at 6%; with 100% employer match about $139,723 at 4% or $93,149 at 6%.
Sarah Richardson DMD 401 K Profit Sharing Plan Trust-8$574,085$89,423$11,178iApproximate average salary by contribution assumption: employee only about $279,447 at 4% or $186,298 at 6%; with 50% employer match about $186,298 at 4% or $124,199 at 6%; with 100% employer match about $139,723 at 4% or $93,149 at 6%.
202115$565,497$85,565$17,113iApproximate average salary by contribution assumption: employee only about $427,825 at 4% or $285,217 at 6%; with 50% employer match about $285,217 at 4% or $190,144 at 6%; with 100% employer match about $213,913 at 4% or $142,608 at 6%.
Sarah Richardson DMD 401 K Profit Sharing Plan Trust-5$565,497$85,565$17,113iApproximate average salary by contribution assumption: employee only about $427,825 at 4% or $285,217 at 6%; with 50% employer match about $285,217 at 4% or $190,144 at 6%; with 100% employer match about $213,913 at 4% or $142,608 at 6%.
202016$452,878$79,678$13,280iApproximate average salary by contribution assumption: employee only about $331,992 at 4% or $221,328 at 6%; with 50% employer match about $221,328 at 4% or $147,552 at 6%; with 100% employer match about $165,996 at 4% or $110,664 at 6%.
Sarah Richardson DMD 401 K Profit Sharing Plan Trust-6$452,878$79,678$13,280iApproximate average salary by contribution assumption: employee only about $331,992 at 4% or $221,328 at 6%; with 50% employer match about $221,328 at 4% or $147,552 at 6%; with 100% employer match about $165,996 at 4% or $110,664 at 6%.
201915$376,825$85,985$17,197iApproximate average salary by contribution assumption: employee only about $429,925 at 4% or $286,617 at 6%; with 50% employer match about $286,617 at 4% or $191,078 at 6%; with 100% employer match about $214,963 at 4% or $143,308 at 6%.
Sarah Richardson DMD 401 K Profit Sharing Plan Trust-5$376,825$85,985$17,197iApproximate average salary by contribution assumption: employee only about $429,925 at 4% or $286,617 at 6%; with 50% employer match about $286,617 at 4% or $191,078 at 6%; with 100% employer match about $214,963 at 4% or $143,308 at 6%.
201815$250,044$77,717$15,543iApproximate average salary by contribution assumption: employee only about $388,585 at 4% or $259,057 at 6%; with 50% employer match about $259,057 at 4% or $172,704 at 6%; with 100% employer match about $194,293 at 4% or $129,528 at 6%.
Sarah Richardson DMD 401 K Profit Sharing Plan Trust-5$250,044$77,717$15,543iApproximate average salary by contribution assumption: employee only about $388,585 at 4% or $259,057 at 6%; with 50% employer match about $259,057 at 4% or $172,704 at 6%; with 100% employer match about $194,293 at 4% or $129,528 at 6%.
201715$178,633$38,854$7,771iApproximate average salary by contribution assumption: employee only about $194,270 at 4% or $129,513 at 6%; with 50% employer match about $129,513 at 4% or $86,342 at 6%; with 100% employer match about $97,135 at 4% or $64,757 at 6%.
Sarah Richardson DMD 401 K Profit Sharing Plan Trust-5$178,633$38,854$7,771iApproximate average salary by contribution assumption: employee only about $194,270 at 4% or $129,513 at 6%; with 50% employer match about $129,513 at 4% or $86,342 at 6%; with 100% employer match about $97,135 at 4% or $64,757 at 6%.
201613$130,871$38,148$12,716iApproximate average salary by contribution assumption: employee only about $317,900 at 4% or $211,933 at 6%; with 50% employer match about $211,933 at 4% or $141,289 at 6%; with 100% employer match about $158,950 at 4% or $105,967 at 6%.
Sarah Richardson DMD 401 K Profit Sharing Plan Trust-3$130,871$38,148$12,716iApproximate average salary by contribution assumption: employee only about $317,900 at 4% or $211,933 at 6%; with 50% employer match about $211,933 at 4% or $141,289 at 6%; with 100% employer match about $158,950 at 4% or $105,967 at 6%.