Civic Intelligence

Community Associations Institu

Plan context: Community Associations Institu 401(K) Profit Sharing Plan & Trust

EIN 04-2652955 • Wellesley, MA • 21 filings • 4 plans

888 Worcester St Ste 20Wellesley, MA 02482-3739
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$1,099,449

2025 Contributions

$59,782

Historical Graphs

Total Assets Over Time

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

$1,099,449$549,725$0200520152025YearValue
$1,099,449Latest year 2025

Participants Over Time

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

630200520152025YearValue
6Latest year 2025

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
202516$1,099,449$59,782$9,964iApproximate average salary by contribution assumption: employee only about $249,092 at 4% or $166,061 at 6%; with 50% employer match about $166,061 at 4% or $110,707 at 6%; with 100% employer match about $124,546 at 4% or $83,031 at 6%.
Community Associations Institu 401(K) Profit Sharing Plan & Trust-6$1,099,449$59,782$9,964iApproximate average salary by contribution assumption: employee only about $249,092 at 4% or $166,061 at 6%; with 50% employer match about $166,061 at 4% or $110,707 at 6%; with 100% employer match about $124,546 at 4% or $83,031 at 6%.
202415$904,907$53,397$10,679iApproximate average salary by contribution assumption: employee only about $266,985 at 4% or $177,990 at 6%; with 50% employer match about $177,990 at 4% or $118,660 at 6%; with 100% employer match about $133,493 at 4% or $88,995 at 6%.
Community Associations Institu 401(K) Profit Sharing Plan & Trust-5$904,907$53,397$10,679iApproximate average salary by contribution assumption: employee only about $266,985 at 4% or $177,990 at 6%; with 50% employer match about $177,990 at 4% or $118,660 at 6%; with 100% employer match about $133,493 at 4% or $88,995 at 6%.
202315$759,688$51,593$10,319iApproximate average salary by contribution assumption: employee only about $257,965 at 4% or $171,977 at 6%; with 50% employer match about $171,977 at 4% or $114,651 at 6%; with 100% employer match about $128,983 at 4% or $85,988 at 6%.
Community Associations Institu 401(K) Profit Sharing Plan & Trust-5$759,688$51,593$10,319iApproximate average salary by contribution assumption: employee only about $257,965 at 4% or $171,977 at 6%; with 50% employer match about $171,977 at 4% or $114,651 at 6%; with 100% employer match about $128,983 at 4% or $85,988 at 6%.
202215$606,808$46,704$9,341iApproximate average salary by contribution assumption: employee only about $233,520 at 4% or $155,680 at 6%; with 50% employer match about $155,680 at 4% or $103,787 at 6%; with 100% employer match about $116,760 at 4% or $77,840 at 6%.
Community Associations Institu 401(K) Profit Sharing Plan & Trust-5$606,808$46,704$9,341iApproximate average salary by contribution assumption: employee only about $233,520 at 4% or $155,680 at 6%; with 50% employer match about $155,680 at 4% or $103,787 at 6%; with 100% employer match about $116,760 at 4% or $77,840 at 6%.
202116$675,780$48,026$8,004iApproximate average salary by contribution assumption: employee only about $200,108 at 4% or $133,406 at 6%; with 50% employer match about $133,406 at 4% or $88,937 at 6%; with 100% employer match about $100,054 at 4% or $66,703 at 6%.
Community Associations Institu 401(K) Profit Sharing Plan & Trust-6$675,780$48,026$8,004iApproximate average salary by contribution assumption: employee only about $200,108 at 4% or $133,406 at 6%; with 50% employer match about $133,406 at 4% or $88,937 at 6%; with 100% employer match about $100,054 at 4% or $66,703 at 6%.
202015$557,545$32,639$6,528iApproximate average salary by contribution assumption: employee only about $163,195 at 4% or $108,797 at 6%; with 50% employer match about $108,797 at 4% or $72,531 at 6%; with 100% employer match about $81,598 at 4% or $54,398 at 6%.
Community Associations Institu 401(K) Profit Sharing Plan & Trust-5$557,545$32,639$6,528iApproximate average salary by contribution assumption: employee only about $163,195 at 4% or $108,797 at 6%; with 50% employer match about $108,797 at 4% or $72,531 at 6%; with 100% employer match about $81,598 at 4% or $54,398 at 6%.
201914$435,755$31,427$7,857iApproximate average salary by contribution assumption: employee only about $196,419 at 4% or $130,946 at 6%; with 50% employer match about $130,946 at 4% or $87,297 at 6%; with 100% employer match about $98,209 at 4% or $65,473 at 6%.
Community Associations Institu 401(K) Profit Sharing Plan & Trust-4$435,755$31,427$7,857iApproximate average salary by contribution assumption: employee only about $196,419 at 4% or $130,946 at 6%; with 50% employer match about $130,946 at 4% or $87,297 at 6%; with 100% employer match about $98,209 at 4% or $65,473 at 6%.
201815$351,898$36,298$7,260iApproximate average salary by contribution assumption: employee only about $181,490 at 4% or $120,993 at 6%; with 50% employer match about $120,993 at 4% or $80,662 at 6%; with 100% employer match about $90,745 at 4% or $60,497 at 6%.
Community Associations Institu 401(K) Profit Sharing Plan & Trust-5$351,898$36,298$7,260iApproximate average salary by contribution assumption: employee only about $181,490 at 4% or $120,993 at 6%; with 50% employer match about $120,993 at 4% or $80,662 at 6%; with 100% employer match about $90,745 at 4% or $60,497 at 6%.
201714$334,256$32,580$8,145iApproximate average salary by contribution assumption: employee only about $203,625 at 4% or $135,750 at 6%; with 50% employer match about $135,750 at 4% or $90,500 at 6%; with 100% employer match about $101,813 at 4% or $67,875 at 6%.
Community Associations Institu 401(K) Profit Sharing Plan & Trust-4$334,256$32,580$8,145iApproximate average salary by contribution assumption: employee only about $203,625 at 4% or $135,750 at 6%; with 50% employer match about $135,750 at 4% or $90,500 at 6%; with 100% employer match about $101,813 at 4% or $67,875 at 6%.
201614$254,977$24,016$6,004iApproximate average salary by contribution assumption: employee only about $150,100 at 4% or $100,067 at 6%; with 50% employer match about $100,067 at 4% or $66,711 at 6%; with 100% employer match about $75,050 at 4% or $50,033 at 6%.
Community Associations Institu 401(K) Profit Sharing Plan & Trust-4$254,977$24,016$6,004iApproximate average salary by contribution assumption: employee only about $150,100 at 4% or $100,067 at 6%; with 50% employer match about $100,067 at 4% or $66,711 at 6%; with 100% employer match about $75,050 at 4% or $50,033 at 6%.
201513$216,110$23,942$7,981iApproximate average salary by contribution assumption: employee only about $199,517 at 4% or $133,011 at 6%; with 50% employer match about $133,011 at 4% or $88,674 at 6%; with 100% employer match about $99,758 at 4% or $66,506 at 6%.
Community Associations Institu 401(K) Profit Sharing Plan & Trust-3$216,110$23,942$7,981iApproximate average salary by contribution assumption: employee only about $199,517 at 4% or $133,011 at 6%; with 50% employer match about $133,011 at 4% or $88,674 at 6%; with 100% employer match about $99,758 at 4% or $66,506 at 6%.
201414$219,429$23,575$5,894iApproximate average salary by contribution assumption: employee only about $147,344 at 4% or $98,229 at 6%; with 50% employer match about $98,229 at 4% or $65,486 at 6%; with 100% employer match about $73,672 at 4% or $49,115 at 6%.
Community Associations Institu 401(K) Profit Sharing Plan & Trust-4$219,429$23,575$5,894iApproximate average salary by contribution assumption: employee only about $147,344 at 4% or $98,229 at 6%; with 50% employer match about $98,229 at 4% or $65,486 at 6%; with 100% employer match about $73,672 at 4% or $49,115 at 6%.
201314$187,726$22,859$5,715iApproximate average salary by contribution assumption: employee only about $142,869 at 4% or $95,246 at 6%; with 50% employer match about $95,246 at 4% or $63,497 at 6%; with 100% employer match about $71,434 at 4% or $47,623 at 6%.
Community Associations Institu 401(K) Profit Sharing Plan & Trust-4$187,726$22,859$5,715iApproximate average salary by contribution assumption: employee only about $142,869 at 4% or $95,246 at 6%; with 50% employer match about $95,246 at 4% or $63,497 at 6%; with 100% employer match about $71,434 at 4% or $47,623 at 6%.
201215$146,495$21,336$4,267iApproximate average salary by contribution assumption: employee only about $106,680 at 4% or $71,120 at 6%; with 50% employer match about $71,120 at 4% or $47,413 at 6%; with 100% employer match about $53,340 at 4% or $35,560 at 6%.
Community Associations Institu 401(K) Profit Sharing Plan & Trust-5$146,495$21,336$4,267iApproximate average salary by contribution assumption: employee only about $106,680 at 4% or $71,120 at 6%; with 50% employer match about $71,120 at 4% or $47,413 at 6%; with 100% employer match about $53,340 at 4% or $35,560 at 6%.
201114$111,738$18,514$4,629iApproximate average salary by contribution assumption: employee only about $115,713 at 4% or $77,142 at 6%; with 50% employer match about $77,142 at 4% or $51,428 at 6%; with 100% employer match about $57,856 at 4% or $38,571 at 6%.
Community Associations Institu 401(K) Profit Sharing Plan & Trust-4$111,738$18,514$4,629iApproximate average salary by contribution assumption: employee only about $115,713 at 4% or $77,142 at 6%; with 50% employer match about $77,142 at 4% or $51,428 at 6%; with 100% employer match about $57,856 at 4% or $38,571 at 6%.
201013$95,297$16,128$5,376iApproximate average salary by contribution assumption: employee only about $134,400 at 4% or $89,600 at 6%; with 50% employer match about $89,600 at 4% or $59,733 at 6%; with 100% employer match about $67,200 at 4% or $44,800 at 6%.
Community Associations Institu 401(K) Profit Sharing Plan & Trust-3$95,297$16,128$5,376iApproximate average salary by contribution assumption: employee only about $134,400 at 4% or $89,600 at 6%; with 50% employer match about $89,600 at 4% or $59,733 at 6%; with 100% employer match about $67,200 at 4% or $44,800 at 6%.
200913$73,874$22,123$7,374iApproximate average salary by contribution assumption: employee only about $184,358 at 4% or $122,906 at 6%; with 50% employer match about $122,906 at 4% or $81,937 at 6%; with 100% employer match about $92,179 at 4% or $61,453 at 6%.
Community Associations Institu 401(K) Profit Sharing Plan & Trust-3$73,874$22,123$7,374iApproximate average salary by contribution assumption: employee only about $184,358 at 4% or $122,906 at 6%; with 50% employer match about $122,906 at 4% or $81,937 at 6%; with 100% employer match about $92,179 at 4% or $61,453 at 6%.
200812$39,332$21,465$10,733iApproximate average salary by contribution assumption: employee only about $268,313 at 4% or $178,875 at 6%; with 50% employer match about $178,875 at 4% or $119,250 at 6%; with 100% employer match about $134,156 at 4% or $89,438 at 6%.
Community Associations Institu 401(K) Profit Sharing Plan & Trust-2$39,332$21,465$10,733iApproximate average salary by contribution assumption: employee only about $268,313 at 4% or $178,875 at 6%; with 50% employer match about $178,875 at 4% or $119,250 at 6%; with 100% employer match about $134,156 at 4% or $89,438 at 6%.
200711$31,734$10,208$10,208iApproximate average salary by contribution assumption: employee only about $255,200 at 4% or $170,133 at 6%; with 50% employer match about $170,133 at 4% or $113,422 at 6%; with 100% employer match about $127,600 at 4% or $85,067 at 6%.
Community Associations Institu 401(K) Profit Sharing Plan & Trust-1$31,734$10,208$10,208iApproximate average salary by contribution assumption: employee only about $255,200 at 4% or $170,133 at 6%; with 50% employer match about $170,133 at 4% or $113,422 at 6%; with 100% employer match about $127,600 at 4% or $85,067 at 6%.
200613$25,777$9,169$3,056iApproximate average salary by contribution assumption: employee only about $76,408 at 4% or $50,939 at 6%; with 50% employer match about $50,939 at 4% or $33,959 at 6%; with 100% employer match about $38,204 at 4% or $25,469 at 6%.
Community Associations Institu 401(K) Profit Sharing Plan & Trust-3$25,777$9,169$3,056iApproximate average salary by contribution assumption: employee only about $76,408 at 4% or $50,939 at 6%; with 50% employer match about $50,939 at 4% or $33,959 at 6%; with 100% employer match about $38,204 at 4% or $25,469 at 6%.
200514$16,786$15,922$3,981iApproximate average salary by contribution assumption: employee only about $99,513 at 4% or $66,342 at 6%; with 50% employer match about $66,342 at 4% or $44,228 at 6%; with 100% employer match about $49,756 at 4% or $33,171 at 6%.
Community Associations Institu 401(K) Profit Sharing Plan & Trust-4$16,786$15,922$3,981iApproximate average salary by contribution assumption: employee only about $99,513 at 4% or $66,342 at 6%; with 50% employer match about $66,342 at 4% or $44,228 at 6%; with 100% employer match about $49,756 at 4% or $33,171 at 6%.