Civic Intelligence

Capital Formation Group

Plan context: Capital Formation Profit Sharing Plan

EIN 04-2903086 • Wellesley, MA • 23 filings • 1 plans

62 Walnut Street, FL 2Wellesley, MA 02481
Current Snapshot

Latest Year

2021

2021 Participants

5

2021 Assets

$796,703

2021 Contributions

$41,583

Historical Graphs

Total Assets Over Time

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

$882,494$441,247$0199920112020YearValue
$796,703Latest year 2020

Participants Over Time

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

950199920102020YearValue
5Latest year 2020

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
202110$0$41,583-
Capital Formation Profit Sharing Plan-0$0$41,583-
202015$796,703$46,725$9,345iApproximate average salary by contribution assumption: employee only about $233,625 at 4% or $155,750 at 6%; with 50% employer match about $155,750 at 4% or $103,833 at 6%; with 100% employer match about $116,813 at 4% or $77,875 at 6%.
Capital Formation Profit Sharing Plan-5$796,703$46,725$9,345iApproximate average salary by contribution assumption: employee only about $233,625 at 4% or $155,750 at 6%; with 50% employer match about $155,750 at 4% or $103,833 at 6%; with 100% employer match about $116,813 at 4% or $77,875 at 6%.
201916$720,336$49,402$8,234iApproximate average salary by contribution assumption: employee only about $205,842 at 4% or $137,228 at 6%; with 50% employer match about $137,228 at 4% or $91,485 at 6%; with 100% employer match about $102,921 at 4% or $68,614 at 6%.
Capital Formation Profit Sharing Plan-6$720,336$49,402$8,234iApproximate average salary by contribution assumption: employee only about $205,842 at 4% or $137,228 at 6%; with 50% employer match about $137,228 at 4% or $91,485 at 6%; with 100% employer match about $102,921 at 4% or $68,614 at 6%.
201816$617,287$235,567$39,261iApproximate average salary by contribution assumption: employee only about $981,529 at 4% or $654,353 at 6%; with 50% employer match about $654,353 at 4% or $436,235 at 6%; with 100% employer match about $490,765 at 4% or $327,176 at 6%.
Capital Formation Profit Sharing Plan-6$617,287$235,567$39,261iApproximate average salary by contribution assumption: employee only about $981,529 at 4% or $654,353 at 6%; with 50% employer match about $654,353 at 4% or $436,235 at 6%; with 100% employer match about $490,765 at 4% or $327,176 at 6%.
201716$428,791$87,716$14,619iApproximate average salary by contribution assumption: employee only about $365,483 at 4% or $243,656 at 6%; with 50% employer match about $243,656 at 4% or $162,437 at 6%; with 100% employer match about $182,742 at 4% or $121,828 at 6%.
Capital Formation Profit Sharing Plan-6$428,791$87,716$14,619iApproximate average salary by contribution assumption: employee only about $365,483 at 4% or $243,656 at 6%; with 50% employer match about $243,656 at 4% or $162,437 at 6%; with 100% employer match about $182,742 at 4% or $121,828 at 6%.
201615$326,960$21,815$4,363iApproximate average salary by contribution assumption: employee only about $109,075 at 4% or $72,717 at 6%; with 50% employer match about $72,717 at 4% or $48,478 at 6%; with 100% employer match about $54,538 at 4% or $36,358 at 6%.
Capital Formation Profit Sharing Plan-5$326,960$21,815$4,363iApproximate average salary by contribution assumption: employee only about $109,075 at 4% or $72,717 at 6%; with 50% employer match about $72,717 at 4% or $48,478 at 6%; with 100% employer match about $54,538 at 4% or $36,358 at 6%.
201517$373,984$26,670$3,810iApproximate average salary by contribution assumption: employee only about $95,250 at 4% or $63,500 at 6%; with 50% employer match about $63,500 at 4% or $42,333 at 6%; with 100% employer match about $47,625 at 4% or $31,750 at 6%.
Capital Formation Profit Sharing Plan-7$373,984$26,670$3,810iApproximate average salary by contribution assumption: employee only about $95,250 at 4% or $63,500 at 6%; with 50% employer match about $63,500 at 4% or $42,333 at 6%; with 100% employer match about $47,625 at 4% or $31,750 at 6%.
201417$372,743$23,043$3,292iApproximate average salary by contribution assumption: employee only about $82,296 at 4% or $54,864 at 6%; with 50% employer match about $54,864 at 4% or $36,576 at 6%; with 100% employer match about $41,148 at 4% or $27,432 at 6%.
Capital Formation Profit Sharing Plan-7$372,743$23,043$3,292iApproximate average salary by contribution assumption: employee only about $82,296 at 4% or $54,864 at 6%; with 50% employer match about $54,864 at 4% or $36,576 at 6%; with 100% employer match about $41,148 at 4% or $27,432 at 6%.
201317$334,646$26,840$3,834iApproximate average salary by contribution assumption: employee only about $95,857 at 4% or $63,905 at 6%; with 50% employer match about $63,905 at 4% or $42,603 at 6%; with 100% employer match about $47,929 at 4% or $31,952 at 6%.
Capital Formation Profit Sharing Plan-7$334,646$26,840$3,834iApproximate average salary by contribution assumption: employee only about $95,857 at 4% or $63,905 at 6%; with 50% employer match about $63,905 at 4% or $42,603 at 6%; with 100% employer match about $47,929 at 4% or $31,952 at 6%.
201219$369,223$28,527$3,170iApproximate average salary by contribution assumption: employee only about $79,242 at 4% or $52,828 at 6%; with 50% employer match about $52,828 at 4% or $35,219 at 6%; with 100% employer match about $39,621 at 4% or $26,414 at 6%.
Capital Formation Profit Sharing Plan-9$369,223$28,527$3,170iApproximate average salary by contribution assumption: employee only about $79,242 at 4% or $52,828 at 6%; with 50% employer match about $52,828 at 4% or $35,219 at 6%; with 100% employer match about $39,621 at 4% or $26,414 at 6%.
201119$342,960$64,050$7,117iApproximate average salary by contribution assumption: employee only about $177,917 at 4% or $118,611 at 6%; with 50% employer match about $118,611 at 4% or $79,074 at 6%; with 100% employer match about $88,958 at 4% or $59,306 at 6%.
Capital Formation Profit Sharing Plan-9$342,960$64,050$7,117iApproximate average salary by contribution assumption: employee only about $177,917 at 4% or $118,611 at 6%; with 50% employer match about $118,611 at 4% or $79,074 at 6%; with 100% employer match about $88,958 at 4% or $59,306 at 6%.
201017$286,242$27,545$3,935iApproximate average salary by contribution assumption: employee only about $98,375 at 4% or $65,583 at 6%; with 50% employer match about $65,583 at 4% or $43,722 at 6%; with 100% employer match about $49,188 at 4% or $32,792 at 6%.
Capital Formation Profit Sharing Plan-7$286,242$27,545$3,935iApproximate average salary by contribution assumption: employee only about $98,375 at 4% or $65,583 at 6%; with 50% employer match about $65,583 at 4% or $43,722 at 6%; with 100% employer match about $49,188 at 4% or $32,792 at 6%.
200917$276,247$51,961$7,423iApproximate average salary by contribution assumption: employee only about $185,575 at 4% or $123,717 at 6%; with 50% employer match about $123,717 at 4% or $82,478 at 6%; with 100% employer match about $92,788 at 4% or $61,858 at 6%.
Capital Formation Profit Sharing Plan-7$276,247$51,961$7,423iApproximate average salary by contribution assumption: employee only about $185,575 at 4% or $123,717 at 6%; with 50% employer match about $123,717 at 4% or $82,478 at 6%; with 100% employer match about $92,788 at 4% or $61,858 at 6%.
200815$203,237$31,223$6,245iApproximate average salary by contribution assumption: employee only about $156,115 at 4% or $104,077 at 6%; with 50% employer match about $104,077 at 4% or $69,384 at 6%; with 100% employer match about $78,058 at 4% or $52,038 at 6%.
Capital Formation Profit Sharing Plan-5$203,237$31,223$6,245iApproximate average salary by contribution assumption: employee only about $156,115 at 4% or $104,077 at 6%; with 50% employer match about $104,077 at 4% or $69,384 at 6%; with 100% employer match about $78,058 at 4% or $52,038 at 6%.
200714$195,155$19,615$4,904iApproximate average salary by contribution assumption: employee only about $122,594 at 4% or $81,729 at 6%; with 50% employer match about $81,729 at 4% or $54,486 at 6%; with 100% employer match about $61,297 at 4% or $40,865 at 6%.
Capital Formation Profit Sharing Plan-4$195,155$19,615$4,904iApproximate average salary by contribution assumption: employee only about $122,594 at 4% or $81,729 at 6%; with 50% employer match about $81,729 at 4% or $54,486 at 6%; with 100% employer match about $61,297 at 4% or $40,865 at 6%.
200614$167,047$19,573$4,893iApproximate average salary by contribution assumption: employee only about $122,331 at 4% or $81,554 at 6%; with 50% employer match about $81,554 at 4% or $54,369 at 6%; with 100% employer match about $61,166 at 4% or $40,777 at 6%.
Capital Formation Profit Sharing Plan-4$167,047$19,573$4,893iApproximate average salary by contribution assumption: employee only about $122,331 at 4% or $81,554 at 6%; with 50% employer match about $81,554 at 4% or $54,369 at 6%; with 100% employer match about $61,166 at 4% or $40,777 at 6%.
200514$468,460$9,825$2,456iApproximate average salary by contribution assumption: employee only about $61,406 at 4% or $40,938 at 6%; with 50% employer match about $40,938 at 4% or $27,292 at 6%; with 100% employer match about $30,703 at 4% or $20,469 at 6%.
Capital Formation Profit Sharing Plan-4$468,460$9,825$2,456iApproximate average salary by contribution assumption: employee only about $61,406 at 4% or $40,938 at 6%; with 50% employer match about $40,938 at 4% or $27,292 at 6%; with 100% employer match about $30,703 at 4% or $20,469 at 6%.
200414$430,477$7,500$1,875iApproximate average salary by contribution assumption: employee only about $46,875 at 4% or $31,250 at 6%; with 50% employer match about $31,250 at 4% or $20,833 at 6%; with 100% employer match about $23,438 at 4% or $15,625 at 6%.
Capital Formation Profit Sharing Plan-4$430,477$7,500$1,875iApproximate average salary by contribution assumption: employee only about $46,875 at 4% or $31,250 at 6%; with 50% employer match about $31,250 at 4% or $20,833 at 6%; with 100% employer match about $23,438 at 4% or $15,625 at 6%.
200314$387,568$13,702$3,426iApproximate average salary by contribution assumption: employee only about $85,638 at 4% or $57,092 at 6%; with 50% employer match about $57,092 at 4% or $38,061 at 6%; with 100% employer match about $42,819 at 4% or $28,546 at 6%.
Capital Formation Profit Sharing Plan-4$387,568$13,702$3,426iApproximate average salary by contribution assumption: employee only about $85,638 at 4% or $57,092 at 6%; with 50% employer match about $57,092 at 4% or $38,061 at 6%; with 100% employer match about $42,819 at 4% or $28,546 at 6%.
200213$0$0-
Capital Formation Profit Sharing Plan-3---
200114$489,163$11,215$2,804iApproximate average salary by contribution assumption: employee only about $70,094 at 4% or $46,729 at 6%; with 50% employer match about $46,729 at 4% or $31,153 at 6%; with 100% employer match about $35,047 at 4% or $23,365 at 6%.
Capital Formation Profit Sharing Plan-4$489,163$11,215$2,804iApproximate average salary by contribution assumption: employee only about $70,094 at 4% or $46,729 at 6%; with 50% employer match about $46,729 at 4% or $31,153 at 6%; with 100% employer match about $35,047 at 4% or $23,365 at 6%.
200014$0$0-
Capital Formation Profit Sharing Plan-4---
199918$882,494$188,805$23,601iApproximate average salary by contribution assumption: employee only about $590,016 at 4% or $393,344 at 6%; with 50% employer match about $393,344 at 4% or $262,229 at 6%; with 100% employer match about $295,008 at 4% or $196,672 at 6%.
Capital Formation Profit Sharing Plan-8$882,494$188,805$23,601iApproximate average salary by contribution assumption: employee only about $590,016 at 4% or $393,344 at 6%; with 50% employer match about $393,344 at 4% or $262,229 at 6%; with 100% employer match about $295,008 at 4% or $196,672 at 6%.