Civic Intelligence

Concentric Energy Advisors Inc.

Plan context: Concentric Energy Advisors Inc. 401(K) Plan

EIN 01-0568063 • Marlborough, MA • 22 filings • 3 plans

293 Boston Post Rd WestSte. 500Marlborough, MA 01752
Current Snapshot

Latest Year

2024

2024 Participants

66

2024 Assets

$26,499,940

2024 Contributions

$2,668,438

Historical Graphs

Total Assets Over Time

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

$26,499,940$13,249,970$0200320142024YearValue
$26,499,940Latest year 2024

Participants Over Time

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

66330200320142024YearValue
66Latest 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
2024166$26,499,940$2,668,438$40,431iApproximate average salary by contribution assumption: employee only about $1,010,772 at 4% or $673,848 at 6%; with 50% employer match about $673,848 at 4% or $449,232 at 6%; with 100% employer match about $505,386 at 4% or $336,924 at 6%.
Concentric Energy Advisors Inc. 401(K) Plan-66$26,499,940$2,668,438$40,431iApproximate average salary by contribution assumption: employee only about $1,010,772 at 4% or $673,848 at 6%; with 50% employer match about $673,848 at 4% or $449,232 at 6%; with 100% employer match about $505,386 at 4% or $336,924 at 6%.
2023162$22,900,444$1,704,294$27,489iApproximate average salary by contribution assumption: employee only about $687,215 at 4% or $458,144 at 6%; with 50% employer match about $458,144 at 4% or $305,429 at 6%; with 100% employer match about $343,608 at 4% or $229,072 at 6%.
Concentric Energy Advisors Inc. 401(K) Plan-62$22,900,444$1,704,294$27,489iApproximate average salary by contribution assumption: employee only about $687,215 at 4% or $458,144 at 6%; with 50% employer match about $458,144 at 4% or $305,429 at 6%; with 100% employer match about $343,608 at 4% or $229,072 at 6%.
2022157$19,488,754$1,700,633$29,836iApproximate average salary by contribution assumption: employee only about $745,892 at 4% or $497,261 at 6%; with 50% employer match about $497,261 at 4% or $331,507 at 6%; with 100% employer match about $372,946 at 4% or $248,631 at 6%.
Concentric Energy Advisors Inc. 401(K) Plan-57$19,488,754$1,700,633$29,836iApproximate average salary by contribution assumption: employee only about $745,892 at 4% or $497,261 at 6%; with 50% employer match about $497,261 at 4% or $331,507 at 6%; with 100% employer match about $372,946 at 4% or $248,631 at 6%.
2021157$22,382,879$1,389,065$24,370iApproximate average salary by contribution assumption: employee only about $609,239 at 4% or $406,159 at 6%; with 50% employer match about $406,159 at 4% or $270,773 at 6%; with 100% employer match about $304,620 at 4% or $203,080 at 6%.
Concentric Energy Advisors Inc. 401(K) Plan-57$22,382,879$1,389,065$24,370iApproximate average salary by contribution assumption: employee only about $609,239 at 4% or $406,159 at 6%; with 50% employer match about $406,159 at 4% or $270,773 at 6%; with 100% employer match about $304,620 at 4% or $203,080 at 6%.
2020157$19,870,101$1,343,412$23,569iApproximate average salary by contribution assumption: employee only about $589,216 at 4% or $392,811 at 6%; with 50% employer match about $392,811 at 4% or $261,874 at 6%; with 100% employer match about $294,608 at 4% or $196,405 at 6%.
Concentric Energy Advisors Inc. 401(K) Plan-57$19,870,101$1,343,412$23,569iApproximate average salary by contribution assumption: employee only about $589,216 at 4% or $392,811 at 6%; with 50% employer match about $392,811 at 4% or $261,874 at 6%; with 100% employer match about $294,608 at 4% or $196,405 at 6%.
2019156$17,534,974$1,252,272$22,362iApproximate average salary by contribution assumption: employee only about $559,050 at 4% or $372,700 at 6%; with 50% employer match about $372,700 at 4% or $248,467 at 6%; with 100% employer match about $279,525 at 4% or $186,350 at 6%.
Concentric Energy Advisors Inc. 401(K) Plan-56$17,534,974$1,252,272$22,362iApproximate average salary by contribution assumption: employee only about $559,050 at 4% or $372,700 at 6%; with 50% employer match about $372,700 at 4% or $248,467 at 6%; with 100% employer match about $279,525 at 4% or $186,350 at 6%.
2018155$13,951,957$1,627,539$29,592iApproximate average salary by contribution assumption: employee only about $739,790 at 4% or $493,194 at 6%; with 50% employer match about $493,194 at 4% or $328,796 at 6%; with 100% employer match about $369,895 at 4% or $246,597 at 6%.
Concentric Energy Advisors Inc. 401(K) Plan-55$13,951,957$1,627,539$29,592iApproximate average salary by contribution assumption: employee only about $739,790 at 4% or $493,194 at 6%; with 50% employer match about $493,194 at 4% or $328,796 at 6%; with 100% employer match about $369,895 at 4% or $246,597 at 6%.
2017156$13,547,746$1,147,866$20,498iApproximate average salary by contribution assumption: employee only about $512,440 at 4% or $341,627 at 6%; with 50% employer match about $341,627 at 4% or $227,751 at 6%; with 100% employer match about $256,220 at 4% or $170,813 at 6%.
Concentric Energy Advisors Inc. 401(K) Plan-56$13,547,746$1,147,866$20,498iApproximate average salary by contribution assumption: employee only about $512,440 at 4% or $341,627 at 6%; with 50% employer match about $341,627 at 4% or $227,751 at 6%; with 100% employer match about $256,220 at 4% or $170,813 at 6%.
2016150$11,477,555$967,160$19,343iApproximate average salary by contribution assumption: employee only about $483,580 at 4% or $322,387 at 6%; with 50% employer match about $322,387 at 4% or $214,924 at 6%; with 100% employer match about $241,790 at 4% or $161,193 at 6%.
Concentric Energy Advisors Inc. 401(K) Plan-50$11,477,555$967,160$19,343iApproximate average salary by contribution assumption: employee only about $483,580 at 4% or $322,387 at 6%; with 50% employer match about $322,387 at 4% or $214,924 at 6%; with 100% employer match about $241,790 at 4% or $161,193 at 6%.
2015150$10,744,035$888,923$17,778iApproximate average salary by contribution assumption: employee only about $444,461 at 4% or $296,308 at 6%; with 50% employer match about $296,308 at 4% or $197,538 at 6%; with 100% employer match about $222,231 at 4% or $148,154 at 6%.
Concentric Energy Advisors Inc. 401(K) Plan-50$10,744,035$888,923$17,778iApproximate average salary by contribution assumption: employee only about $444,461 at 4% or $296,308 at 6%; with 50% employer match about $296,308 at 4% or $197,538 at 6%; with 100% employer match about $222,231 at 4% or $148,154 at 6%.
2014144$10,203,434$820,777$18,654iApproximate average salary by contribution assumption: employee only about $466,351 at 4% or $310,900 at 6%; with 50% employer match about $310,900 at 4% or $207,267 at 6%; with 100% employer match about $233,175 at 4% or $155,450 at 6%.
Concentric Energy Advisors Inc. 401(K) Plan-44$10,203,434$820,777$18,654iApproximate average salary by contribution assumption: employee only about $466,351 at 4% or $310,900 at 6%; with 50% employer match about $310,900 at 4% or $207,267 at 6%; with 100% employer match about $233,175 at 4% or $155,450 at 6%.
2013149$11,197,022$867,962$17,714iApproximate average salary by contribution assumption: employee only about $442,838 at 4% or $295,225 at 6%; with 50% employer match about $295,225 at 4% or $196,817 at 6%; with 100% employer match about $221,419 at 4% or $147,613 at 6%.
Concentric Energy Advisors Inc. 401(K) Plan-49$11,197,022$867,962$17,714iApproximate average salary by contribution assumption: employee only about $442,838 at 4% or $295,225 at 6%; with 50% employer match about $295,225 at 4% or $196,817 at 6%; with 100% employer match about $221,419 at 4% or $147,613 at 6%.
2012157$9,482,784$1,064,253$18,671iApproximate average salary by contribution assumption: employee only about $466,778 at 4% or $311,185 at 6%; with 50% employer match about $311,185 at 4% or $207,457 at 6%; with 100% employer match about $233,389 at 4% or $155,593 at 6%.
Concentric Energy Advisors Inc. 401(K) Plan-57$9,482,784$1,064,253$18,671iApproximate average salary by contribution assumption: employee only about $466,778 at 4% or $311,185 at 6%; with 50% employer match about $311,185 at 4% or $207,457 at 6%; with 100% employer match about $233,389 at 4% or $155,593 at 6%.
2011158$7,623,800$1,049,755$18,099iApproximate average salary by contribution assumption: employee only about $452,481 at 4% or $301,654 at 6%; with 50% employer match about $301,654 at 4% or $201,102 at 6%; with 100% employer match about $226,240 at 4% or $150,827 at 6%.
Concentric Energy Advisors Inc. 401(K) Plan-58$7,623,800$1,049,755$18,099iApproximate average salary by contribution assumption: employee only about $452,481 at 4% or $301,654 at 6%; with 50% employer match about $301,654 at 4% or $201,102 at 6%; with 100% employer match about $226,240 at 4% or $150,827 at 6%.
2010155$7,049,488$1,218,373$22,152iApproximate average salary by contribution assumption: employee only about $553,806 at 4% or $369,204 at 6%; with 50% employer match about $369,204 at 4% or $246,136 at 6%; with 100% employer match about $276,903 at 4% or $184,602 at 6%.
Concentric Energy Advisors Inc. 401(K) Plan-55$7,049,488$1,218,373$22,152iApproximate average salary by contribution assumption: employee only about $553,806 at 4% or $369,204 at 6%; with 50% employer match about $369,204 at 4% or $246,136 at 6%; with 100% employer match about $276,903 at 4% or $184,602 at 6%.
2009156$4,968,904$1,065,244$19,022iApproximate average salary by contribution assumption: employee only about $475,555 at 4% or $317,037 at 6%; with 50% employer match about $317,037 at 4% or $211,358 at 6%; with 100% employer match about $237,778 at 4% or $158,518 at 6%.
Concentric Energy Advisors Inc. 401(K) Plan-56$4,968,904$1,065,244$19,022iApproximate average salary by contribution assumption: employee only about $475,555 at 4% or $317,037 at 6%; with 50% employer match about $317,037 at 4% or $211,358 at 6%; with 100% employer match about $237,778 at 4% or $158,518 at 6%.
2008151$2,786,106$1,426,904$27,979iApproximate average salary by contribution assumption: employee only about $699,463 at 4% or $466,308 at 6%; with 50% employer match about $466,308 at 4% or $310,872 at 6%; with 100% employer match about $349,731 at 4% or $233,154 at 6%.
Concentric Energy Advisors Inc. 401(K) Plan-51$2,786,106$1,426,904$27,979iApproximate average salary by contribution assumption: employee only about $699,463 at 4% or $466,308 at 6%; with 50% employer match about $466,308 at 4% or $310,872 at 6%; with 100% employer match about $349,731 at 4% or $233,154 at 6%.
2007134$2,652,734$693,982$20,411iApproximate average salary by contribution assumption: employee only about $510,281 at 4% or $340,187 at 6%; with 50% employer match about $340,187 at 4% or $226,792 at 6%; with 100% employer match about $255,140 at 4% or $170,094 at 6%.
Concentric Energy Advisors Inc. 401(K) Plan-34$2,652,734$693,982$20,411iApproximate average salary by contribution assumption: employee only about $510,281 at 4% or $340,187 at 6%; with 50% employer match about $340,187 at 4% or $226,792 at 6%; with 100% employer match about $255,140 at 4% or $170,094 at 6%.
2006128$1,769,235$462,790$16,528iApproximate average salary by contribution assumption: employee only about $413,205 at 4% or $275,470 at 6%; with 50% employer match about $275,470 at 4% or $183,647 at 6%; with 100% employer match about $206,603 at 4% or $137,735 at 6%.
Concentric Energy Advisors Inc. 401(K) Plan-28$1,769,235$462,790$16,528iApproximate average salary by contribution assumption: employee only about $413,205 at 4% or $275,470 at 6%; with 50% employer match about $275,470 at 4% or $183,647 at 6%; with 100% employer match about $206,603 at 4% or $137,735 at 6%.
2005123$1,165,173$373,921$16,257iApproximate average salary by contribution assumption: employee only about $406,436 at 4% or $270,957 at 6%; with 50% employer match about $270,957 at 4% or $180,638 at 6%; with 100% employer match about $203,218 at 4% or $135,479 at 6%.
Concentric Energy Advisors Inc. 401(K) Plan-23$1,165,173$373,921$16,257iApproximate average salary by contribution assumption: employee only about $406,436 at 4% or $270,957 at 6%; with 50% employer match about $270,957 at 4% or $180,638 at 6%; with 100% employer match about $203,218 at 4% or $135,479 at 6%.
2004119$739,187$193,174$10,167iApproximate average salary by contribution assumption: employee only about $254,176 at 4% or $169,451 at 6%; with 50% employer match about $169,451 at 4% or $112,967 at 6%; with 100% employer match about $127,088 at 4% or $84,725 at 6%.
Concentric Energy Advisors Inc. 401(K) Plan-19$739,187$193,174$10,167iApproximate average salary by contribution assumption: employee only about $254,176 at 4% or $169,451 at 6%; with 50% employer match about $169,451 at 4% or $112,967 at 6%; with 100% employer match about $127,088 at 4% or $84,725 at 6%.
2003115$493,843$455,391$30,359iApproximate average salary by contribution assumption: employee only about $758,985 at 4% or $505,990 at 6%; with 50% employer match about $505,990 at 4% or $337,327 at 6%; with 100% employer match about $379,493 at 4% or $252,995 at 6%.
Concentric Energy Advisors Inc. 401(K) Plan-15$493,843$455,391$30,359iApproximate average salary by contribution assumption: employee only about $758,985 at 4% or $505,990 at 6%; with 50% employer match about $505,990 at 4% or $337,327 at 6%; with 100% employer match about $379,493 at 4% or $252,995 at 6%.