Civic Intelligence

Robert J. Cappadona

Plan context: Robert J. Cappadona Insurance Agency Profit Sharing Plan

EIN 04-2717562 • Waltham, MA • 21 filings • 1 plans

20 Bartlett Way, #4Waltham, MA 02452
Current Snapshot

Latest Year

2019

2019 Participants

6

2019 Assets

$1,779,513

2019 Contributions

$66,674

Historical Graphs

Total Assets Over Time

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

$1,912,152$956,076$0199920092018YearValue
$1,779,513Latest year 2018

Participants Over Time

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

630199920092018YearValue
6Latest year 2018

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
201910$0$0-
Robert J. Cappadona Insurance Agency Profit Sharing Plan-0$0--
201816$1,779,513$66,674$11,112iApproximate average salary by contribution assumption: employee only about $277,808 at 4% or $185,206 at 6%; with 50% employer match about $185,206 at 4% or $123,470 at 6%; with 100% employer match about $138,904 at 4% or $92,603 at 6%.
Robert J. Cappadona Insurance Agency Profit Sharing Plan-6$1,779,513$66,674$11,112iApproximate average salary by contribution assumption: employee only about $277,808 at 4% or $185,206 at 6%; with 50% employer match about $185,206 at 4% or $123,470 at 6%; with 100% employer match about $138,904 at 4% or $92,603 at 6%.
201715$1,886,654$70,592$14,118iApproximate average salary by contribution assumption: employee only about $352,960 at 4% or $235,307 at 6%; with 50% employer match about $235,307 at 4% or $156,871 at 6%; with 100% employer match about $176,480 at 4% or $117,653 at 6%.
Robert J. Cappadona Insurance Agency Profit Sharing Plan-5$1,886,654$70,592$14,118iApproximate average salary by contribution assumption: employee only about $352,960 at 4% or $235,307 at 6%; with 50% employer match about $235,307 at 4% or $156,871 at 6%; with 100% employer match about $176,480 at 4% or $117,653 at 6%.
201615$1,912,152$76,264$15,253iApproximate average salary by contribution assumption: employee only about $381,320 at 4% or $254,213 at 6%; with 50% employer match about $254,213 at 4% or $169,476 at 6%; with 100% employer match about $190,660 at 4% or $127,107 at 6%.
Robert J. Cappadona Insurance Agency Profit Sharing Plan-5$1,912,152$76,264$15,253iApproximate average salary by contribution assumption: employee only about $381,320 at 4% or $254,213 at 6%; with 50% employer match about $254,213 at 4% or $169,476 at 6%; with 100% employer match about $190,660 at 4% or $127,107 at 6%.
201515$1,819,831$81,253$16,251iApproximate average salary by contribution assumption: employee only about $406,265 at 4% or $270,843 at 6%; with 50% employer match about $270,843 at 4% or $180,562 at 6%; with 100% employer match about $203,133 at 4% or $135,422 at 6%.
Robert J. Cappadona Insurance Agency Profit Sharing Plan-5$1,819,831$81,253$16,251iApproximate average salary by contribution assumption: employee only about $406,265 at 4% or $270,843 at 6%; with 50% employer match about $270,843 at 4% or $180,562 at 6%; with 100% employer match about $203,133 at 4% or $135,422 at 6%.
201415$1,856,851$87,653$17,531iApproximate average salary by contribution assumption: employee only about $438,265 at 4% or $292,177 at 6%; with 50% employer match about $292,177 at 4% or $194,784 at 6%; with 100% employer match about $219,132 at 4% or $146,088 at 6%.
Robert J. Cappadona Insurance Agency Profit Sharing Plan-5$1,856,851$87,653$17,531iApproximate average salary by contribution assumption: employee only about $438,265 at 4% or $292,177 at 6%; with 50% employer match about $292,177 at 4% or $194,784 at 6%; with 100% employer match about $219,132 at 4% or $146,088 at 6%.
201315$1,731,081$80,076$16,015iApproximate average salary by contribution assumption: employee only about $400,380 at 4% or $266,920 at 6%; with 50% employer match about $266,920 at 4% or $177,947 at 6%; with 100% employer match about $200,190 at 4% or $133,460 at 6%.
Robert J. Cappadona Insurance Agency Profit Sharing Plan-5$1,731,081$80,076$16,015iApproximate average salary by contribution assumption: employee only about $400,380 at 4% or $266,920 at 6%; with 50% employer match about $266,920 at 4% or $177,947 at 6%; with 100% employer match about $200,190 at 4% or $133,460 at 6%.
201215$1,487,757$77,329$15,466iApproximate average salary by contribution assumption: employee only about $386,645 at 4% or $257,763 at 6%; with 50% employer match about $257,763 at 4% or $171,842 at 6%; with 100% employer match about $193,323 at 4% or $128,882 at 6%.
Robert J. Cappadona Insurance Agency Profit Sharing Plan-5$1,487,757$77,329$15,466iApproximate average salary by contribution assumption: employee only about $386,645 at 4% or $257,763 at 6%; with 50% employer match about $257,763 at 4% or $171,842 at 6%; with 100% employer match about $193,323 at 4% or $128,882 at 6%.
201115$1,255,670$74,402$14,880iApproximate average salary by contribution assumption: employee only about $372,010 at 4% or $248,007 at 6%; with 50% employer match about $248,007 at 4% or $165,338 at 6%; with 100% employer match about $186,005 at 4% or $124,003 at 6%.
Robert J. Cappadona Insurance Agency Profit Sharing Plan-5$1,255,670$74,402$14,880iApproximate average salary by contribution assumption: employee only about $372,010 at 4% or $248,007 at 6%; with 50% employer match about $248,007 at 4% or $165,338 at 6%; with 100% employer match about $186,005 at 4% or $124,003 at 6%.
201015$1,175,080$73,322$14,664iApproximate average salary by contribution assumption: employee only about $366,610 at 4% or $244,407 at 6%; with 50% employer match about $244,407 at 4% or $162,938 at 6%; with 100% employer match about $183,305 at 4% or $122,203 at 6%.
Robert J. Cappadona Insurance Agency Profit Sharing Plan-5$1,175,080$73,322$14,664iApproximate average salary by contribution assumption: employee only about $366,610 at 4% or $244,407 at 6%; with 50% employer match about $244,407 at 4% or $162,938 at 6%; with 100% employer match about $183,305 at 4% or $122,203 at 6%.
200915$997,837$71,864$14,373iApproximate average salary by contribution assumption: employee only about $359,320 at 4% or $239,547 at 6%; with 50% employer match about $239,547 at 4% or $159,698 at 6%; with 100% employer match about $179,660 at 4% or $119,773 at 6%.
Robert J. Cappadona Insurance Agency Profit Sharing Plan-5$997,837$71,864$14,373iApproximate average salary by contribution assumption: employee only about $359,320 at 4% or $239,547 at 6%; with 50% employer match about $239,547 at 4% or $159,698 at 6%; with 100% employer match about $179,660 at 4% or $119,773 at 6%.
200815$736,983$60,681$12,136iApproximate average salary by contribution assumption: employee only about $303,405 at 4% or $202,270 at 6%; with 50% employer match about $202,270 at 4% or $134,847 at 6%; with 100% employer match about $151,703 at 4% or $101,135 at 6%.
Robert J. Cappadona Insurance Agency Profit Sharing Plan-5$736,983$60,681$12,136iApproximate average salary by contribution assumption: employee only about $303,405 at 4% or $202,270 at 6%; with 50% employer match about $202,270 at 4% or $134,847 at 6%; with 100% employer match about $151,703 at 4% or $101,135 at 6%.
200715$999,865$63,365$12,673iApproximate average salary by contribution assumption: employee only about $316,825 at 4% or $211,217 at 6%; with 50% employer match about $211,217 at 4% or $140,811 at 6%; with 100% employer match about $158,413 at 4% or $105,608 at 6%.
Robert J. Cappadona Insurance Agency Profit Sharing Plan-5$999,865$63,365$12,673iApproximate average salary by contribution assumption: employee only about $316,825 at 4% or $211,217 at 6%; with 50% employer match about $211,217 at 4% or $140,811 at 6%; with 100% employer match about $158,413 at 4% or $105,608 at 6%.
200614$869,110$56,509$14,127iApproximate average salary by contribution assumption: employee only about $353,181 at 4% or $235,454 at 6%; with 50% employer match about $235,454 at 4% or $156,969 at 6%; with 100% employer match about $176,591 at 4% or $117,727 at 6%.
Robert J. Cappadona Insurance Agency Profit Sharing Plan-4$869,110$56,509$14,127iApproximate average salary by contribution assumption: employee only about $353,181 at 4% or $235,454 at 6%; with 50% employer match about $235,454 at 4% or $156,969 at 6%; with 100% employer match about $176,591 at 4% or $117,727 at 6%.
200514$696,886$48,493$12,123iApproximate average salary by contribution assumption: employee only about $303,081 at 4% or $202,054 at 6%; with 50% employer match about $202,054 at 4% or $134,703 at 6%; with 100% employer match about $151,541 at 4% or $101,027 at 6%.
Robert J. Cappadona Insurance Agency Profit Sharing Plan-4$696,886$48,493$12,123iApproximate average salary by contribution assumption: employee only about $303,081 at 4% or $202,054 at 6%; with 50% employer match about $202,054 at 4% or $134,703 at 6%; with 100% employer match about $151,541 at 4% or $101,027 at 6%.
200414$656,410$52,970$13,243iApproximate average salary by contribution assumption: employee only about $331,063 at 4% or $220,708 at 6%; with 50% employer match about $220,708 at 4% or $147,139 at 6%; with 100% employer match about $165,531 at 4% or $110,354 at 6%.
Robert J. Cappadona Insurance Agency Profit Sharing Plan-4$656,410$52,970$13,243iApproximate average salary by contribution assumption: employee only about $331,063 at 4% or $220,708 at 6%; with 50% employer match about $220,708 at 4% or $147,139 at 6%; with 100% employer match about $165,531 at 4% or $110,354 at 6%.
200315$536,134$64,261$12,852iApproximate average salary by contribution assumption: employee only about $321,305 at 4% or $214,203 at 6%; with 50% employer match about $214,203 at 4% or $142,802 at 6%; with 100% employer match about $160,653 at 4% or $107,102 at 6%.
Robert J. Cappadona Insurance Agency Profit Sharing Plan-5$536,134$64,261$12,852iApproximate average salary by contribution assumption: employee only about $321,305 at 4% or $214,203 at 6%; with 50% employer match about $214,203 at 4% or $142,802 at 6%; with 100% employer match about $160,653 at 4% or $107,102 at 6%.
200215$365,660$57,744$11,549iApproximate average salary by contribution assumption: employee only about $288,720 at 4% or $192,480 at 6%; with 50% employer match about $192,480 at 4% or $128,320 at 6%; with 100% employer match about $144,360 at 4% or $96,240 at 6%.
Robert J. Cappadona Insurance Agency Profit Sharing Plan-5$365,660$57,744$11,549iApproximate average salary by contribution assumption: employee only about $288,720 at 4% or $192,480 at 6%; with 50% employer match about $192,480 at 4% or $128,320 at 6%; with 100% employer match about $144,360 at 4% or $96,240 at 6%.
200115$375,623$32,423$6,485iApproximate average salary by contribution assumption: employee only about $162,115 at 4% or $108,077 at 6%; with 50% employer match about $108,077 at 4% or $72,051 at 6%; with 100% employer match about $81,058 at 4% or $54,038 at 6%.
Robert J. Cappadona Insurance Agency Profit Sharing Plan-5$375,623$32,423$6,485iApproximate average salary by contribution assumption: employee only about $162,115 at 4% or $108,077 at 6%; with 50% employer match about $108,077 at 4% or $72,051 at 6%; with 100% employer match about $81,058 at 4% or $54,038 at 6%.
200015$390,550$41,177$8,235iApproximate average salary by contribution assumption: employee only about $205,885 at 4% or $137,257 at 6%; with 50% employer match about $137,257 at 4% or $91,504 at 6%; with 100% employer match about $102,943 at 4% or $68,628 at 6%.
Robert J. Cappadona Insurance Agency Profit Sharing Plan-5$390,550$41,177$8,235iApproximate average salary by contribution assumption: employee only about $205,885 at 4% or $137,257 at 6%; with 50% employer match about $137,257 at 4% or $91,504 at 6%; with 100% employer match about $102,943 at 4% or $68,628 at 6%.
199914$376,298$30,293$7,573iApproximate average salary by contribution assumption: employee only about $189,331 at 4% or $126,221 at 6%; with 50% employer match about $126,221 at 4% or $84,147 at 6%; with 100% employer match about $94,666 at 4% or $63,110 at 6%.
Robert J. Cappadona Insurance Agency Profit Sharing Plan-4$376,298$30,293$7,573iApproximate average salary by contribution assumption: employee only about $189,331 at 4% or $126,221 at 6%; with 50% employer match about $126,221 at 4% or $84,147 at 6%; with 100% employer match about $94,666 at 4% or $63,110 at 6%.