Civic Intelligence

Chartier Ogan, Brady, Lukakis, Shute and Emma

Plan context: Chartier Ogan, Brady, Lukakis, Shute & Emma Keogh Retirement Plan

EIN 04-2720384 • Holyoke, MA • 19 filings • 6 plans

850 High StreetHolyoke, MA 01040
Current Snapshot

Latest Year

2017

2017 Participants

5

2017 Assets

$242,700

2017 Contributions

$8,905

Historical Graphs

Total Assets Over Time

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

$2,701,306$1,350,653$0199920092016YearValue
$242,700Latest year 2016

Participants Over Time

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

1160199920082016YearValue
5Latest year 2016

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
201710$0$0-
Chartier Ogan, Brady, Lukakis, Shute & Emma Keogh Retirement Plan-0$0$0-
201615$242,700$8,905$1,781iApproximate average salary by contribution assumption: employee only about $44,525 at 4% or $29,683 at 6%; with 50% employer match about $29,683 at 4% or $19,789 at 6%; with 100% employer match about $22,263 at 4% or $14,842 at 6%.
Chartier Ogan, Brady, Lukakis, Shute & Emma Keogh Retirement Plan-5$242,700$8,905$1,781iApproximate average salary by contribution assumption: employee only about $44,525 at 4% or $29,683 at 6%; with 50% employer match about $29,683 at 4% or $19,789 at 6%; with 100% employer match about $22,263 at 4% or $14,842 at 6%.
201515$228,520$5,864$1,173iApproximate average salary by contribution assumption: employee only about $29,320 at 4% or $19,547 at 6%; with 50% employer match about $19,547 at 4% or $13,031 at 6%; with 100% employer match about $14,660 at 4% or $9,773 at 6%.
Chartier Ogan, Brady, Lukakis, Shute & Emma Keogh Retirement Plan-5$228,520$5,864$1,173iApproximate average salary by contribution assumption: employee only about $29,320 at 4% or $19,547 at 6%; with 50% employer match about $19,547 at 4% or $13,031 at 6%; with 100% employer match about $14,660 at 4% or $9,773 at 6%.
201415$224,516$7,365$1,473iApproximate average salary by contribution assumption: employee only about $36,825 at 4% or $24,550 at 6%; with 50% employer match about $24,550 at 4% or $16,367 at 6%; with 100% employer match about $18,413 at 4% or $12,275 at 6%.
Chartier Ogan, Brady, Lukakis, Shute & Emma Keogh Retirement Plan-5$224,516$7,365$1,473iApproximate average salary by contribution assumption: employee only about $36,825 at 4% or $24,550 at 6%; with 50% employer match about $24,550 at 4% or $16,367 at 6%; with 100% employer match about $18,413 at 4% or $12,275 at 6%.
201315$212,472$5,450$1,090iApproximate average salary by contribution assumption: employee only about $27,250 at 4% or $18,167 at 6%; with 50% employer match about $18,167 at 4% or $12,111 at 6%; with 100% employer match about $13,625 at 4% or $9,083 at 6%.
Chartier Ogan, Brady, Lukakis, Shute & Emma Keogh Retirement Plan-5$212,472$5,450$1,090iApproximate average salary by contribution assumption: employee only about $27,250 at 4% or $18,167 at 6%; with 50% employer match about $18,167 at 4% or $12,111 at 6%; with 100% employer match about $13,625 at 4% or $9,083 at 6%.
201215$194,623$8,410$1,682iApproximate average salary by contribution assumption: employee only about $42,050 at 4% or $28,033 at 6%; with 50% employer match about $28,033 at 4% or $18,689 at 6%; with 100% employer match about $21,025 at 4% or $14,017 at 6%.
Chartier Ogan, Brady, Lukakis, Shute & Emma Keogh Retirement Plan-5$194,623$8,410$1,682iApproximate average salary by contribution assumption: employee only about $42,050 at 4% or $28,033 at 6%; with 50% employer match about $28,033 at 4% or $18,689 at 6%; with 100% employer match about $21,025 at 4% or $14,017 at 6%.
201116$270,118$8,234$1,372iApproximate average salary by contribution assumption: employee only about $34,308 at 4% or $22,872 at 6%; with 50% employer match about $22,872 at 4% or $15,248 at 6%; with 100% employer match about $17,154 at 4% or $11,436 at 6%.
Chartier Ogan, Brady, Lukakis, Shute & Emma Keogh Retirement Plan-6$270,118$8,234$1,372iApproximate average salary by contribution assumption: employee only about $34,308 at 4% or $22,872 at 6%; with 50% employer match about $22,872 at 4% or $15,248 at 6%; with 100% employer match about $17,154 at 4% or $11,436 at 6%.
201016$267,015$21,952$3,659iApproximate average salary by contribution assumption: employee only about $91,467 at 4% or $60,978 at 6%; with 50% employer match about $60,978 at 4% or $40,652 at 6%; with 100% employer match about $45,733 at 4% or $30,489 at 6%.
Chartier Ogan, Brady, Lukakis, Shute & Emma Keogh Retirement Plan-6$267,015$21,952$3,659iApproximate average salary by contribution assumption: employee only about $91,467 at 4% or $60,978 at 6%; with 50% employer match about $60,978 at 4% or $40,652 at 6%; with 100% employer match about $45,733 at 4% or $30,489 at 6%.
2009110$267,109$38,041$3,804iApproximate average salary by contribution assumption: employee only about $95,103 at 4% or $63,402 at 6%; with 50% employer match about $63,402 at 4% or $42,268 at 6%; with 100% employer match about $47,551 at 4% or $31,701 at 6%.
Chartier Ogan, Brady, Lukakis, Shute & Emma Keogh Retirement Plan-10$267,109$38,041$3,804iApproximate average salary by contribution assumption: employee only about $95,103 at 4% or $63,402 at 6%; with 50% employer match about $63,402 at 4% or $42,268 at 6%; with 100% employer match about $47,551 at 4% or $31,701 at 6%.
200815$234,764$10,235$2,047iApproximate average salary by contribution assumption: employee only about $51,175 at 4% or $34,117 at 6%; with 50% employer match about $34,117 at 4% or $22,744 at 6%; with 100% employer match about $25,588 at 4% or $17,058 at 6%.
Chartier Ogan, Brady, Lukakis, Shute & Emma Keogh Retirement Plan-5$234,764$10,235$2,047iApproximate average salary by contribution assumption: employee only about $51,175 at 4% or $34,117 at 6%; with 50% employer match about $34,117 at 4% or $22,744 at 6%; with 100% employer match about $25,588 at 4% or $17,058 at 6%.
200716$405,931$12,337$2,056iApproximate average salary by contribution assumption: employee only about $51,404 at 4% or $34,269 at 6%; with 50% employer match about $34,269 at 4% or $22,846 at 6%; with 100% employer match about $25,702 at 4% or $17,135 at 6%.
Chartier Ogan, Brady, Lukakis, Shute & Emma Keogh Retirement Plan-6$405,931$12,337$2,056iApproximate average salary by contribution assumption: employee only about $51,404 at 4% or $34,269 at 6%; with 50% employer match about $34,269 at 4% or $22,846 at 6%; with 100% employer match about $25,702 at 4% or $17,135 at 6%.
200616$646,740$17,792$2,965iApproximate average salary by contribution assumption: employee only about $74,133 at 4% or $49,422 at 6%; with 50% employer match about $49,422 at 4% or $32,948 at 6%; with 100% employer match about $37,067 at 4% or $24,711 at 6%.
Chartier Ogan, Brady, Lukakis, Shute & Emma Keogh Retirement Plan-6$646,740$17,792$2,965iApproximate average salary by contribution assumption: employee only about $74,133 at 4% or $49,422 at 6%; with 50% employer match about $49,422 at 4% or $32,948 at 6%; with 100% employer match about $37,067 at 4% or $24,711 at 6%.
200516$651,835$9,561$1,594iApproximate average salary by contribution assumption: employee only about $39,838 at 4% or $26,558 at 6%; with 50% employer match about $26,558 at 4% or $17,706 at 6%; with 100% employer match about $19,919 at 4% or $13,279 at 6%.
Chartier Ogan, Brady, Lukakis, Shute & Emma Keogh Retirement Plan-6$651,835$9,561$1,594iApproximate average salary by contribution assumption: employee only about $39,838 at 4% or $26,558 at 6%; with 50% employer match about $26,558 at 4% or $17,706 at 6%; with 100% employer match about $19,919 at 4% or $13,279 at 6%.
200415$1,431,135$29,286$5,857iApproximate average salary by contribution assumption: employee only about $146,430 at 4% or $97,620 at 6%; with 50% employer match about $97,620 at 4% or $65,080 at 6%; with 100% employer match about $73,215 at 4% or $48,810 at 6%.
Chartier Ogan, Brady, Lukakis, Shute & Emma Keogh Retirement Plan-5$1,431,135$29,286$5,857iApproximate average salary by contribution assumption: employee only about $146,430 at 4% or $97,620 at 6%; with 50% employer match about $97,620 at 4% or $65,080 at 6%; with 100% employer match about $73,215 at 4% or $48,810 at 6%.
200318$1,461,242$128,316$16,040iApproximate average salary by contribution assumption: employee only about $400,988 at 4% or $267,325 at 6%; with 50% employer match about $267,325 at 4% or $178,217 at 6%; with 100% employer match about $200,494 at 4% or $133,663 at 6%.
Chartier Ogan, Brady, Lukakis, Shute & Emma Keogh Retirement Plan-8$1,461,242$128,316$16,040iApproximate average salary by contribution assumption: employee only about $400,988 at 4% or $267,325 at 6%; with 50% employer match about $267,325 at 4% or $178,217 at 6%; with 100% employer match about $200,494 at 4% or $133,663 at 6%.
2002111$0$0-
Chartier Ogan, Brady, Lukakis, Shute & Emma Keogh Retirement Plan-11---
200117$0$0-
Chartier Ogan, Brady, Lukakis, Shute & Emma Keogh Retirement Plan-7---
200017$1,941,223$117,234$16,748iApproximate average salary by contribution assumption: employee only about $418,693 at 4% or $279,129 at 6%; with 50% employer match about $279,129 at 4% or $186,086 at 6%; with 100% employer match about $209,346 at 4% or $139,564 at 6%.
Chartier Ogan, Brady, Lukakis, Shute & Emma Keogh Retirement Plan-7$1,941,223$117,234$16,748iApproximate average salary by contribution assumption: employee only about $418,693 at 4% or $279,129 at 6%; with 50% employer match about $279,129 at 4% or $186,086 at 6%; with 100% employer match about $209,346 at 4% or $139,564 at 6%.
1999111$2,701,306$117,732$10,703iApproximate average salary by contribution assumption: employee only about $267,573 at 4% or $178,382 at 6%; with 50% employer match about $178,382 at 4% or $118,921 at 6%; with 100% employer match about $133,786 at 4% or $89,191 at 6%.
Chartier Ogan, Brady, Lukakis, Shute & Emma Keogh Retirement Plan-11$2,701,306$117,732$10,703iApproximate average salary by contribution assumption: employee only about $267,573 at 4% or $178,382 at 6%; with 50% employer match about $178,382 at 4% or $118,921 at 6%; with 100% employer match about $133,786 at 4% or $89,191 at 6%.