Civic Intelligence

Charles River Mortgage Co. Inc.

Plan context: Charles River Mortgage Co. Inc. Profit Sharing Retirement Plan

EIN 04-2830671 • Needham, MA • 13 filings • 2 plans

531 South StNeedham, MA 02492
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$37,271

2024 Contributions

$37,244

Historical Graphs

Total Assets Over Time

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

$1,914,450$957,225$0199920042024YearValue
$37,271Latest year 2024

Participants Over Time

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

740199920042009YearValue
1Latest year 2009

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
202410$37,271$37,244-
Charles River Mortgage Co. Inc. Profit Sharing Retirement Plan-0$37,271$37,244-
201010$0$0-
Charles River Mortgage Co. Inc. Profit Sharing Retirement Plan-0$0$0-
200911$648,256$0-
Charles River Mortgage Co. Inc. Profit Sharing Retirement Plan-1$648,256--
200811$0$0-
Charles River Mortgage Co. Inc. Profit Sharing Retirement Plan-1---
200711$0$0-
Charles River Mortgage Co. Inc. Profit Sharing Retirement Plan-1---
200614$1,914,450$0-
Charles River Mortgage Co. Inc. Profit Sharing Retirement Plan-4$1,914,450--
200516$1,899,025$158,191$26,365iApproximate average salary by contribution assumption: employee only about $659,129 at 4% or $439,419 at 6%; with 50% employer match about $439,419 at 4% or $292,946 at 6%; with 100% employer match about $329,565 at 4% or $219,710 at 6%.
Charles River Mortgage Co. Inc. Profit Sharing Retirement Plan-6$1,899,025$158,191$26,365iApproximate average salary by contribution assumption: employee only about $659,129 at 4% or $439,419 at 6%; with 50% employer match about $439,419 at 4% or $292,946 at 6%; with 100% employer match about $329,565 at 4% or $219,710 at 6%.
200416$1,601,684$156,651$26,109iApproximate average salary by contribution assumption: employee only about $652,713 at 4% or $435,142 at 6%; with 50% employer match about $435,142 at 4% or $290,094 at 6%; with 100% employer match about $326,356 at 4% or $217,571 at 6%.
Charles River Mortgage Co. Inc. Profit Sharing Retirement Plan-6$1,601,684$156,651$26,109iApproximate average salary by contribution assumption: employee only about $652,713 at 4% or $435,142 at 6%; with 50% employer match about $435,142 at 4% or $290,094 at 6%; with 100% employer match about $326,356 at 4% or $217,571 at 6%.
200316$1,373,357$170,474$28,412iApproximate average salary by contribution assumption: employee only about $710,308 at 4% or $473,539 at 6%; with 50% employer match about $473,539 at 4% or $315,693 at 6%; with 100% employer match about $355,154 at 4% or $236,769 at 6%.
Charles River Mortgage Co. Inc. Profit Sharing Retirement Plan-6$1,373,357$170,474$28,412iApproximate average salary by contribution assumption: employee only about $710,308 at 4% or $473,539 at 6%; with 50% employer match about $473,539 at 4% or $315,693 at 6%; with 100% employer match about $355,154 at 4% or $236,769 at 6%.
200216$1,008,221$150,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Charles River Mortgage Co. Inc. Profit Sharing Retirement Plan-6$1,008,221$150,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
200116$944,364$75,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Charles River Mortgage Co. Inc. Profit Sharing Retirement Plan-6$944,364$75,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
200017$1,022,308$75,000$10,714iApproximate average salary by contribution assumption: employee only about $267,857 at 4% or $178,571 at 6%; with 50% employer match about $178,571 at 4% or $119,048 at 6%; with 100% employer match about $133,929 at 4% or $89,286 at 6%.
Charles River Mortgage Co. Inc. Profit Sharing Retirement Plan-7$1,022,308$75,000$10,714iApproximate average salary by contribution assumption: employee only about $267,857 at 4% or $178,571 at 6%; with 50% employer match about $178,571 at 4% or $119,048 at 6%; with 100% employer match about $133,929 at 4% or $89,286 at 6%.
199917$903,074$107,463$15,352iApproximate average salary by contribution assumption: employee only about $383,796 at 4% or $255,864 at 6%; with 50% employer match about $255,864 at 4% or $170,576 at 6%; with 100% employer match about $191,898 at 4% or $127,932 at 6%.
Charles River Mortgage Co. Inc. Profit Sharing Retirement Plan-7$903,074$107,463$15,352iApproximate average salary by contribution assumption: employee only about $383,796 at 4% or $255,864 at 6%; with 50% employer match about $255,864 at 4% or $170,576 at 6%; with 100% employer match about $191,898 at 4% or $127,932 at 6%.