Civic Intelligence

Arete Research LLC

Plan context: Arete Research LLC 401 K Profit Sharing Plan Trust

EIN 98-0412776 • Boston, MA • 16 filings • 3 plans

101 Arch St FL 8Boston, MA 02110-7500
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$695,543

2024 Contributions

$150,867

Historical Graphs

Total Assets Over Time

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

$934,618$467,309$0200920172024YearValue
$695,543Latest year 2024

Participants Over Time

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

1050200920172024YearValue
9Latest 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
202419$695,543$150,867$16,763iApproximate average salary by contribution assumption: employee only about $419,075 at 4% or $279,383 at 6%; with 50% employer match about $279,383 at 4% or $186,256 at 6%; with 100% employer match about $209,538 at 4% or $139,692 at 6%.
Arete Research LLC 401 K Profit Sharing Plan Trust-9$695,543$150,867$16,763iApproximate average salary by contribution assumption: employee only about $419,075 at 4% or $279,383 at 6%; with 50% employer match about $279,383 at 4% or $186,256 at 6%; with 100% employer match about $209,538 at 4% or $139,692 at 6%.
202318$896,178$157,507$19,688iApproximate average salary by contribution assumption: employee only about $492,209 at 4% or $328,140 at 6%; with 50% employer match about $328,140 at 4% or $218,760 at 6%; with 100% employer match about $246,105 at 4% or $164,070 at 6%.
Arete Research LLC 401 K Profit Sharing Plan Trust-8$896,178$157,507$19,688iApproximate average salary by contribution assumption: employee only about $492,209 at 4% or $328,140 at 6%; with 50% employer match about $328,140 at 4% or $218,760 at 6%; with 100% employer match about $246,105 at 4% or $164,070 at 6%.
202218$874,624$168,770$21,096iApproximate average salary by contribution assumption: employee only about $527,406 at 4% or $351,604 at 6%; with 50% employer match about $351,604 at 4% or $234,403 at 6%; with 100% employer match about $263,703 at 4% or $175,802 at 6%.
Arete Research LLC 401 K Profit Sharing Plan Trust-8$874,624$168,770$21,096iApproximate average salary by contribution assumption: employee only about $527,406 at 4% or $351,604 at 6%; with 50% employer match about $351,604 at 4% or $234,403 at 6%; with 100% employer match about $263,703 at 4% or $175,802 at 6%.
202119$901,255$135,106$15,012iApproximate average salary by contribution assumption: employee only about $375,294 at 4% or $250,196 at 6%; with 50% employer match about $250,196 at 4% or $166,798 at 6%; with 100% employer match about $187,647 at 4% or $125,098 at 6%.
Arete Research LLC 401 K Profit Sharing Plan Trust-9$901,255$135,106$15,012iApproximate average salary by contribution assumption: employee only about $375,294 at 4% or $250,196 at 6%; with 50% employer match about $250,196 at 4% or $166,798 at 6%; with 100% employer match about $187,647 at 4% or $125,098 at 6%.
202017$659,947$111,988$15,998iApproximate average salary by contribution assumption: employee only about $399,957 at 4% or $266,638 at 6%; with 50% employer match about $266,638 at 4% or $177,759 at 6%; with 100% employer match about $199,979 at 4% or $133,319 at 6%.
Arete Research LLC 401 K Profit Sharing Plan Trust-7$659,947$111,988$15,998iApproximate average salary by contribution assumption: employee only about $399,957 at 4% or $266,638 at 6%; with 50% employer match about $266,638 at 4% or $177,759 at 6%; with 100% employer match about $199,979 at 4% or $133,319 at 6%.
201919$619,927$130,616$14,513iApproximate average salary by contribution assumption: employee only about $362,822 at 4% or $241,881 at 6%; with 50% employer match about $241,881 at 4% or $161,254 at 6%; with 100% employer match about $181,411 at 4% or $120,941 at 6%.
Arete Research LLC 401 K Profit Sharing Plan Trust-9$619,927$130,616$14,513iApproximate average salary by contribution assumption: employee only about $362,822 at 4% or $241,881 at 6%; with 50% employer match about $241,881 at 4% or $161,254 at 6%; with 100% employer match about $181,411 at 4% or $120,941 at 6%.
2018110$593,750$112,211$11,221iApproximate average salary by contribution assumption: employee only about $280,528 at 4% or $187,018 at 6%; with 50% employer match about $187,018 at 4% or $124,679 at 6%; with 100% employer match about $140,264 at 4% or $93,509 at 6%.
Arete Research LLC 401 K Profit Sharing Plan Trust-10$593,750$112,211$11,221iApproximate average salary by contribution assumption: employee only about $280,528 at 4% or $187,018 at 6%; with 50% employer match about $187,018 at 4% or $124,679 at 6%; with 100% employer match about $140,264 at 4% or $93,509 at 6%.
201718$934,618$119,169$14,896iApproximate average salary by contribution assumption: employee only about $372,403 at 4% or $248,269 at 6%; with 50% employer match about $248,269 at 4% or $165,513 at 6%; with 100% employer match about $186,202 at 4% or $124,134 at 6%.
Arete Research LLC 401 K Profit Sharing Plan Trust-8$934,618$119,169$14,896iApproximate average salary by contribution assumption: employee only about $372,403 at 4% or $248,269 at 6%; with 50% employer match about $248,269 at 4% or $165,513 at 6%; with 100% employer match about $186,202 at 4% or $124,134 at 6%.
201616$674,464$72,918$12,153iApproximate average salary by contribution assumption: employee only about $303,825 at 4% or $202,550 at 6%; with 50% employer match about $202,550 at 4% or $135,033 at 6%; with 100% employer match about $151,913 at 4% or $101,275 at 6%.
Arete Research LLC 401 K Profit Sharing Plan Trust-6$674,464$72,918$12,153iApproximate average salary by contribution assumption: employee only about $303,825 at 4% or $202,550 at 6%; with 50% employer match about $202,550 at 4% or $135,033 at 6%; with 100% employer match about $151,913 at 4% or $101,275 at 6%.
201517$744,242$155,793$22,256iApproximate average salary by contribution assumption: employee only about $556,404 at 4% or $370,936 at 6%; with 50% employer match about $370,936 at 4% or $247,290 at 6%; with 100% employer match about $278,202 at 4% or $185,468 at 6%.
Arete Research LLC 401 K Profit Sharing Plan Trust-7$744,242$155,793$22,256iApproximate average salary by contribution assumption: employee only about $556,404 at 4% or $370,936 at 6%; with 50% employer match about $370,936 at 4% or $247,290 at 6%; with 100% employer match about $278,202 at 4% or $185,468 at 6%.
201416$599,325$70,935$11,823iApproximate average salary by contribution assumption: employee only about $295,563 at 4% or $197,042 at 6%; with 50% employer match about $197,042 at 4% or $131,361 at 6%; with 100% employer match about $147,781 at 4% or $98,521 at 6%.
Arete Research LLC 401 K Profit Sharing Plan Trust-6$599,325$70,935$11,823iApproximate average salary by contribution assumption: employee only about $295,563 at 4% or $197,042 at 6%; with 50% employer match about $197,042 at 4% or $131,361 at 6%; with 100% employer match about $147,781 at 4% or $98,521 at 6%.
201316$558,486$208,396$34,733iApproximate average salary by contribution assumption: employee only about $868,317 at 4% or $578,878 at 6%; with 50% employer match about $578,878 at 4% or $385,919 at 6%; with 100% employer match about $434,158 at 4% or $289,439 at 6%.
Arete Research LLC 401 K Profit Sharing Plan Trust-6$558,486$208,396$34,733iApproximate average salary by contribution assumption: employee only about $868,317 at 4% or $578,878 at 6%; with 50% employer match about $578,878 at 4% or $385,919 at 6%; with 100% employer match about $434,158 at 4% or $289,439 at 6%.
201216$285,693$69,370$11,562iApproximate average salary by contribution assumption: employee only about $289,042 at 4% or $192,694 at 6%; with 50% employer match about $192,694 at 4% or $128,463 at 6%; with 100% employer match about $144,521 at 4% or $96,347 at 6%.
Arete Research LLC 401 K Profit Sharing Plan Trust-6$285,693$69,370$11,562iApproximate average salary by contribution assumption: employee only about $289,042 at 4% or $192,694 at 6%; with 50% employer match about $192,694 at 4% or $128,463 at 6%; with 100% employer match about $144,521 at 4% or $96,347 at 6%.
201117$223,663$125,092$17,870iApproximate average salary by contribution assumption: employee only about $446,757 at 4% or $297,838 at 6%; with 50% employer match about $297,838 at 4% or $198,559 at 6%; with 100% employer match about $223,379 at 4% or $148,919 at 6%.
Arete Research LLC 401 K Profit Sharing Plan Trust-7$223,663$125,092$17,870iApproximate average salary by contribution assumption: employee only about $446,757 at 4% or $297,838 at 6%; with 50% employer match about $297,838 at 4% or $198,559 at 6%; with 100% employer match about $223,379 at 4% or $148,919 at 6%.
201018$163,447$121,103$15,138iApproximate average salary by contribution assumption: employee only about $378,447 at 4% or $252,298 at 6%; with 50% employer match about $252,298 at 4% or $168,199 at 6%; with 100% employer match about $189,223 at 4% or $126,149 at 6%.
Arete Research LLC 401 K Profit Sharing Plan Trust-8$163,447$121,103$15,138iApproximate average salary by contribution assumption: employee only about $378,447 at 4% or $252,298 at 6%; with 50% employer match about $252,298 at 4% or $168,199 at 6%; with 100% employer match about $189,223 at 4% or $126,149 at 6%.
200916$24,685$24,440$4,073iApproximate average salary by contribution assumption: employee only about $101,833 at 4% or $67,889 at 6%; with 50% employer match about $67,889 at 4% or $45,259 at 6%; with 100% employer match about $50,917 at 4% or $33,944 at 6%.
Arete Research LLC 401 K Profit Sharing Plan Trust-6$24,685$24,440$4,073iApproximate average salary by contribution assumption: employee only about $101,833 at 4% or $67,889 at 6%; with 50% employer match about $67,889 at 4% or $45,259 at 6%; with 100% employer match about $50,917 at 4% or $33,944 at 6%.