Civic Intelligence

Lisa Ruggieri

Plan context: Lisa Ruggieri Profit Sharing 401(K) Plan

EIN 90-0897163 • Wellesley, MA • 17 filings • 2 plans

27 Mica Lane, Suite 101Wellesley, MA 02481
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$4,048,028

2024 Contributions

$30,500

Historical Graphs

Total Assets Over Time

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

$4,048,028$2,024,014$0201520202024YearValue
$4,048,028Latest year 2024

Participants Over Time

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

420201520202024YearValue
1Latest 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
202411$4,048,028$30,500$30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%.
Lisa Ruggieri Profit Sharing 401(K) Plan-1$4,048,028$30,500$30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%.
202311$3,673,845$33,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
Lisa Ruggieri Profit Sharing 401(K) Plan-1$3,673,845$33,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
202213$3,306,982$67,500$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
Lisa Ruggieri Profit Sharing 401(K) Plan-3$3,306,982$67,500$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
202123$3,654,758$2,347,645$782,548iApproximate average salary by contribution assumption: employee only about $19,563,708 at 4% or $13,042,472 at 6%; with 50% employer match about $13,042,472 at 4% or $8,694,981 at 6%; with 100% employer match about $9,781,854 at 4% or $6,521,236 at 6%.
Lisa Ruggieri Profit Sharing 401(K) Plan-3$3,654,758$2,305,745$768,582iApproximate average salary by contribution assumption: employee only about $19,214,542 at 4% or $12,809,694 at 6%; with 50% employer match about $12,809,694 at 4% or $8,539,796 at 6%; with 100% employer match about $9,607,271 at 4% or $6,404,847 at 6%.
Lisa Ruggieri Retirement Plan-0$0$41,900-
202023$3,243,691$34,059$11,353iApproximate average salary by contribution assumption: employee only about $283,825 at 4% or $189,217 at 6%; with 50% employer match about $189,217 at 4% or $126,144 at 6%; with 100% employer match about $141,913 at 4% or $94,608 at 6%.
Lisa Ruggieri Retirement Plan-3$2,092,878$0-
Lisa Ruggieri Profit Sharing 401(K) Plan-3$1,150,813$34,059$11,353iApproximate average salary by contribution assumption: employee only about $283,825 at 4% or $189,217 at 6%; with 50% employer match about $189,217 at 4% or $126,144 at 6%; with 100% employer match about $141,913 at 4% or $94,608 at 6%.
201924$2,991,997$109,785$27,446iApproximate average salary by contribution assumption: employee only about $686,156 at 4% or $457,438 at 6%; with 50% employer match about $457,438 at 4% or $304,958 at 6%; with 100% employer match about $343,078 at 4% or $228,719 at 6%.
Lisa Ruggieri Retirement Plan-4$1,975,356$75,000$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
Lisa Ruggieri Profit Sharing 401(K) Plan-4$1,016,641$34,785$8,696iApproximate average salary by contribution assumption: employee only about $217,406 at 4% or $144,938 at 6%; with 50% employer match about $144,938 at 4% or $96,625 at 6%; with 100% employer match about $108,703 at 4% or $72,469 at 6%.
201824$2,546,209$227,615$56,904iApproximate average salary by contribution assumption: employee only about $1,422,594 at 4% or $948,396 at 6%; with 50% employer match about $948,396 at 4% or $632,264 at 6%; with 100% employer match about $711,297 at 4% or $474,198 at 6%.
Lisa Ruggieri Retirement Plan-4$1,723,621$175,000$43,750iApproximate average salary by contribution assumption: employee only about $1,093,750 at 4% or $729,167 at 6%; with 50% employer match about $729,167 at 4% or $486,111 at 6%; with 100% employer match about $546,875 at 4% or $364,583 at 6%.
Lisa Ruggieri Profit Sharing 401(K) Plan-4$822,588$52,615$13,154iApproximate average salary by contribution assumption: employee only about $328,844 at 4% or $219,229 at 6%; with 50% employer match about $219,229 at 4% or $146,153 at 6%; with 100% employer match about $164,422 at 4% or $109,615 at 6%.
201724$2,400,486$152,922$38,231iApproximate average salary by contribution assumption: employee only about $955,763 at 4% or $637,175 at 6%; with 50% employer match about $637,175 at 4% or $424,783 at 6%; with 100% employer match about $477,881 at 4% or $318,588 at 6%.
Lisa Ruggieri Retirement Plan-4$1,597,456$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Lisa Ruggieri Profit Sharing 401(K) Plan-4$803,030$52,922$13,231iApproximate average salary by contribution assumption: employee only about $330,763 at 4% or $220,508 at 6%; with 50% employer match about $220,508 at 4% or $147,006 at 6%; with 100% employer match about $165,381 at 4% or $110,254 at 6%.
201623$2,025,815$281,100$93,700iApproximate average salary by contribution assumption: employee only about $2,342,500 at 4% or $1,561,667 at 6%; with 50% employer match about $1,561,667 at 4% or $1,041,111 at 6%; with 100% employer match about $1,171,250 at 4% or $780,833 at 6%.
Lisa Ruggieri Retirement Plan-3$1,378,690$233,500$77,833iApproximate average salary by contribution assumption: employee only about $1,945,833 at 4% or $1,297,222 at 6%; with 50% employer match about $1,297,222 at 4% or $864,815 at 6%; with 100% employer match about $972,917 at 4% or $648,611 at 6%.
Lisa Ruggieri Profit Sharing 401(K) Plan-3$647,125$47,600$15,867iApproximate average salary by contribution assumption: employee only about $396,667 at 4% or $264,444 at 6%; with 50% employer match about $264,444 at 4% or $176,296 at 6%; with 100% employer match about $198,333 at 4% or $132,222 at 6%.
201522$1,626,282$277,624$138,812iApproximate average salary by contribution assumption: employee only about $3,470,300 at 4% or $2,313,533 at 6%; with 50% employer match about $2,313,533 at 4% or $1,542,356 at 6%; with 100% employer match about $1,735,150 at 4% or $1,156,767 at 6%.
Lisa Ruggieri Retirement Plan-2$1,075,753$233,500$116,750iApproximate average salary by contribution assumption: employee only about $2,918,750 at 4% or $1,945,833 at 6%; with 50% employer match about $1,945,833 at 4% or $1,297,222 at 6%; with 100% employer match about $1,459,375 at 4% or $972,917 at 6%.
Lisa Ruggieri Profit Sharing 401(K) Plan-2$550,529$44,124$22,062iApproximate average salary by contribution assumption: employee only about $551,550 at 4% or $367,700 at 6%; with 50% employer match about $367,700 at 4% or $245,133 at 6%; with 100% employer match about $275,775 at 4% or $183,850 at 6%.
Lisa Ruggieri | EIN 90-0897163 | 2024 Form 5500 Company Profile