SHAWMUT STRATEGIES GROUP LLC
Plan context: SHAWMUT STRATEGIES GROUP LLC 401K PLAN
EIN 85-4225025 • Boston, MA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$454,677
2025 Contributions
$116,012
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $454,677 | $116,012 | $23,202iApproximate average salary by contribution assumption: employee only about $580,060 at 4% or $386,707 at 6%; with 50% employer match about $386,707 at 4% or $257,804 at 6%; with 100% employer match about $290,030 at 4% or $193,353 at 6%. |
| SHAWMUT STRATEGIES GROUP LLC 401K PLAN | - | 5 | $454,677 | $116,012 | $23,202iApproximate average salary by contribution assumption: employee only about $580,060 at 4% or $386,707 at 6%; with 50% employer match about $386,707 at 4% or $257,804 at 6%; with 100% employer match about $290,030 at 4% or $193,353 at 6%. |
| 2024 | 1 | 6 | $287,728 | $113,661 | $18,944iApproximate average salary by contribution assumption: employee only about $473,588 at 4% or $315,725 at 6%; with 50% employer match about $315,725 at 4% or $210,483 at 6%; with 100% employer match about $236,794 at 4% or $157,863 at 6%. |
| SHAWMUT STRATEGIES GROUP LLC 401K PLAN | - | 6 | $287,728 | $113,661 | $18,944iApproximate average salary by contribution assumption: employee only about $473,588 at 4% or $315,725 at 6%; with 50% employer match about $315,725 at 4% or $210,483 at 6%; with 100% employer match about $236,794 at 4% or $157,863 at 6%. |
| 2023 | 1 | 6 | $147,773 | $96,895 | $16,149iApproximate average salary by contribution assumption: employee only about $403,729 at 4% or $269,153 at 6%; with 50% employer match about $269,153 at 4% or $179,435 at 6%; with 100% employer match about $201,865 at 4% or $134,576 at 6%. |
| SHAWMUT STRATEGIES GROUP LLC 401K PLAN | - | 6 | $147,773 | $96,895 | $16,149iApproximate average salary by contribution assumption: employee only about $403,729 at 4% or $269,153 at 6%; with 50% employer match about $269,153 at 4% or $179,435 at 6%; with 100% employer match about $201,865 at 4% or $134,576 at 6%. |
| 2022 | 1 | 4 | $35,135 | $36,477 | $9,119iApproximate average salary by contribution assumption: employee only about $227,981 at 4% or $151,988 at 6%; with 50% employer match about $151,988 at 4% or $101,325 at 6%; with 100% employer match about $113,991 at 4% or $75,994 at 6%. |
| SHAWMUT STRATEGIES GROUP LLC 401K PLAN | - | 4 | $35,135 | $36,477 | $9,119iApproximate average salary by contribution assumption: employee only about $227,981 at 4% or $151,988 at 6%; with 50% employer match about $151,988 at 4% or $101,325 at 6%; with 100% employer match about $113,991 at 4% or $75,994 at 6%. |