Civic Intelligence

Colonial Management Company LLC

Plan context: Colonial Management Company 401 (K) Profit Sharing Plan

EIN 01-0749577 • 13 filings • 3 plans

Current Snapshot

Latest Year

2018

2018 Participants

34

2018 Assets

$846,066

2018 Contributions

$72,543

Historical Graphs

Total Assets Over Time

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

$968,236$484,118$0200520122017YearValue
$846,066Latest year 2017

Participants Over Time

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

82410200520122017YearValue
34Latest year 2017

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
201810$0$72,543-
Colonial Management Company 401 (K) Profit Sharing Plan-0-$72,543-
2017134$846,066$71,217$2,095iApproximate average salary by contribution assumption: employee only about $52,365 at 4% or $34,910 at 6%; with 50% employer match about $34,910 at 4% or $23,274 at 6%; with 100% employer match about $26,183 at 4% or $17,455 at 6%.
Colonial Management Company 401 (K) Profit Sharing Plan-34$846,066$71,217$2,095iApproximate average salary by contribution assumption: employee only about $52,365 at 4% or $34,910 at 6%; with 50% employer match about $34,910 at 4% or $23,274 at 6%; with 100% employer match about $26,183 at 4% or $17,455 at 6%.
2016182$689,084$71,965$878iApproximate average salary by contribution assumption: employee only about $21,941 at 4% or $14,627 at 6%; with 50% employer match about $14,627 at 4% or $9,751 at 6%; with 100% employer match about $10,970 at 4% or $7,314 at 6%.
Colonial Management Company 401 (K) Profit Sharing Plan-82$689,084$71,965$878iApproximate average salary by contribution assumption: employee only about $21,941 at 4% or $14,627 at 6%; with 50% employer match about $14,627 at 4% or $9,751 at 6%; with 100% employer match about $10,970 at 4% or $7,314 at 6%.
2015142$570,948$70,680$1,683iApproximate average salary by contribution assumption: employee only about $42,071 at 4% or $28,048 at 6%; with 50% employer match about $28,048 at 4% or $18,698 at 6%; with 100% employer match about $21,036 at 4% or $14,024 at 6%.
Colonial Management Company 401 (K) Profit Sharing Plan-42$570,948$70,680$1,683iApproximate average salary by contribution assumption: employee only about $42,071 at 4% or $28,048 at 6%; with 50% employer match about $28,048 at 4% or $18,698 at 6%; with 100% employer match about $21,036 at 4% or $14,024 at 6%.
2014143$514,777$17,457$406iApproximate average salary by contribution assumption: employee only about $10,149 at 4% or $6,766 at 6%; with 50% employer match about $6,766 at 4% or $4,511 at 6%; with 100% employer match about $5,075 at 4% or $3,383 at 6%.
Colonial Management Company 401 (K) Profit Sharing Plan-43$514,777$17,457$406iApproximate average salary by contribution assumption: employee only about $10,149 at 4% or $6,766 at 6%; with 50% employer match about $6,766 at 4% or $4,511 at 6%; with 100% employer match about $5,075 at 4% or $3,383 at 6%.
2013153$968,236$14,377$271iApproximate average salary by contribution assumption: employee only about $6,782 at 4% or $4,521 at 6%; with 50% employer match about $4,521 at 4% or $3,014 at 6%; with 100% employer match about $3,391 at 4% or $2,261 at 6%.
Colonial Management Company 401 (K) Profit Sharing Plan-53$968,236$14,377$271iApproximate average salary by contribution assumption: employee only about $6,782 at 4% or $4,521 at 6%; with 50% employer match about $4,521 at 4% or $3,014 at 6%; with 100% employer match about $3,391 at 4% or $2,261 at 6%.
2012161$900,355$113,529$1,861iApproximate average salary by contribution assumption: employee only about $46,528 at 4% or $31,019 at 6%; with 50% employer match about $31,019 at 4% or $20,679 at 6%; with 100% employer match about $23,264 at 4% or $15,509 at 6%.
Colonial Management Company 401 (K) Profit Sharing Plan-61$900,355$113,529$1,861iApproximate average salary by contribution assumption: employee only about $46,528 at 4% or $31,019 at 6%; with 50% employer match about $31,019 at 4% or $20,679 at 6%; with 100% employer match about $23,264 at 4% or $15,509 at 6%.
2011166$736,979$110,557$1,675iApproximate average salary by contribution assumption: employee only about $41,878 at 4% or $27,918 at 6%; with 50% employer match about $27,918 at 4% or $18,612 at 6%; with 100% employer match about $20,939 at 4% or $13,959 at 6%.
Colonial Management Company 401 (K) Profit Sharing Plan-66$736,979$110,557$1,675iApproximate average salary by contribution assumption: employee only about $41,878 at 4% or $27,918 at 6%; with 50% employer match about $27,918 at 4% or $18,612 at 6%; with 100% employer match about $20,939 at 4% or $13,959 at 6%.
2010157$603,374$108,296$1,900iApproximate average salary by contribution assumption: employee only about $47,498 at 4% or $31,665 at 6%; with 50% employer match about $31,665 at 4% or $21,110 at 6%; with 100% employer match about $23,749 at 4% or $15,833 at 6%.
Colonial Management Company 401 (K) Profit Sharing Plan-57$603,374$108,296$1,900iApproximate average salary by contribution assumption: employee only about $47,498 at 4% or $31,665 at 6%; with 50% employer match about $31,665 at 4% or $21,110 at 6%; with 100% employer match about $23,749 at 4% or $15,833 at 6%.
2009140$369,884$107,832$2,696iApproximate average salary by contribution assumption: employee only about $67,395 at 4% or $44,930 at 6%; with 50% employer match about $44,930 at 4% or $29,953 at 6%; with 100% employer match about $33,698 at 4% or $22,465 at 6%.
Colonial Management Company 401 (K) Profit Sharing Plan-40$369,884$107,832$2,696iApproximate average salary by contribution assumption: employee only about $67,395 at 4% or $44,930 at 6%; with 50% employer match about $44,930 at 4% or $29,953 at 6%; with 100% employer match about $33,698 at 4% or $22,465 at 6%.
2008140$271,673$101,395$2,535iApproximate average salary by contribution assumption: employee only about $63,372 at 4% or $42,248 at 6%; with 50% employer match about $42,248 at 4% or $28,165 at 6%; with 100% employer match about $31,686 at 4% or $21,124 at 6%.
Colonial Management Company 401 (K) Profit Sharing Plan-40$271,673$101,395$2,535iApproximate average salary by contribution assumption: employee only about $63,372 at 4% or $42,248 at 6%; with 50% employer match about $42,248 at 4% or $28,165 at 6%; with 100% employer match about $31,686 at 4% or $21,124 at 6%.
2007141$0$0-
Colonial Management Company 401 (K) Profit Sharing Plan-41---
2005111$79,541$79,556$7,232iApproximate average salary by contribution assumption: employee only about $180,809 at 4% or $120,539 at 6%; with 50% employer match about $120,539 at 4% or $80,360 at 6%; with 100% employer match about $90,405 at 4% or $60,270 at 6%.
Colonial Management Company 401 (K) Profit Sharing Plan-11$79,541$79,556$7,232iApproximate average salary by contribution assumption: employee only about $180,809 at 4% or $120,539 at 6%; with 50% employer match about $120,539 at 4% or $80,360 at 6%; with 100% employer match about $90,405 at 4% or $60,270 at 6%.