Civic Intelligence

Cobblestone Management Inc.

Plan context: The Cobblestone Retirement Plan

EIN 04-2940951 • West Bridgewater, MA • 25 filings • 2 plans

14 Brewster RoadWest Bridgewater, MA 02379
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,238,275

2024 Contributions

$185,028

Historical Graphs

Total Assets Over Time

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

$3,185,771$1,592,886$0200020122023YearValue
$2,238,275Latest year 2023

Participants Over Time

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

1370200020122023YearValue
3Latest year 2023

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$0$0-
The Cobblestone Retirement Plan-0$0--
202313$2,238,275$0-
The Cobblestone Retirement Plan-3$2,238,275--
202213$2,164,510$0-
The Cobblestone Retirement Plan-3$2,164,510--
202113$2,519,557$0-
The Cobblestone Retirement Plan-3$2,519,557--
202013$2,256,194$0-
The Cobblestone Retirement Plan-3$2,256,194--
201913$2,274,267$0-
The Cobblestone Retirement Plan-3$2,274,267--
201813$1,991,604$0-
The Cobblestone Retirement Plan-3$1,991,604--
201713$2,207,632$0-
The Cobblestone Retirement Plan-3$2,207,632--
201613$2,128,638$0-
The Cobblestone Retirement Plan-3$2,128,638--
201513$1,983,943$0-
The Cobblestone Retirement Plan-3$1,983,943$0-
201413$1,930,318$185,028$61,676iApproximate average salary by contribution assumption: employee only about $1,541,900 at 4% or $1,027,933 at 6%; with 50% employer match about $1,027,933 at 4% or $685,289 at 6%; with 100% employer match about $770,950 at 4% or $513,967 at 6%.
The Cobblestone Retirement Plan-3$1,930,318$185,028$61,676iApproximate average salary by contribution assumption: employee only about $1,541,900 at 4% or $1,027,933 at 6%; with 50% employer match about $1,027,933 at 4% or $685,289 at 6%; with 100% employer match about $770,950 at 4% or $513,967 at 6%.
2013113$3,185,771$272,544$20,965iApproximate average salary by contribution assumption: employee only about $524,123 at 4% or $349,415 at 6%; with 50% employer match about $349,415 at 4% or $232,944 at 6%; with 100% employer match about $262,062 at 4% or $174,708 at 6%.
The Cobblestone Retirement Plan-13$3,185,771$272,544$20,965iApproximate average salary by contribution assumption: employee only about $524,123 at 4% or $349,415 at 6%; with 50% employer match about $349,415 at 4% or $232,944 at 6%; with 100% employer match about $262,062 at 4% or $174,708 at 6%.
2012113$2,709,748$258,025$19,848iApproximate average salary by contribution assumption: employee only about $496,202 at 4% or $330,801 at 6%; with 50% employer match about $330,801 at 4% or $220,534 at 6%; with 100% employer match about $248,101 at 4% or $165,401 at 6%.
The Cobblestone Retirement Plan-13$2,709,748$258,025$19,848iApproximate average salary by contribution assumption: employee only about $496,202 at 4% or $330,801 at 6%; with 50% employer match about $330,801 at 4% or $220,534 at 6%; with 100% employer match about $248,101 at 4% or $165,401 at 6%.
2011111$2,336,222$220,578$20,053iApproximate average salary by contribution assumption: employee only about $501,314 at 4% or $334,209 at 6%; with 50% employer match about $334,209 at 4% or $222,806 at 6%; with 100% employer match about $250,657 at 4% or $167,105 at 6%.
The Cobblestone Retirement Plan-11$2,336,222$220,578$20,053iApproximate average salary by contribution assumption: employee only about $501,314 at 4% or $334,209 at 6%; with 50% employer match about $334,209 at 4% or $222,806 at 6%; with 100% employer match about $250,657 at 4% or $167,105 at 6%.
2010110$2,099,590$200,463$20,046iApproximate average salary by contribution assumption: employee only about $501,158 at 4% or $334,105 at 6%; with 50% employer match about $334,105 at 4% or $222,737 at 6%; with 100% employer match about $250,579 at 4% or $167,053 at 6%.
The Cobblestone Retirement Plan-10$2,099,590$200,463$20,046iApproximate average salary by contribution assumption: employee only about $501,158 at 4% or $334,105 at 6%; with 50% employer match about $334,105 at 4% or $222,737 at 6%; with 100% employer match about $250,579 at 4% or $167,053 at 6%.
200919$1,784,807$192,772$21,419iApproximate average salary by contribution assumption: employee only about $535,478 at 4% or $356,985 at 6%; with 50% employer match about $356,985 at 4% or $237,990 at 6%; with 100% employer match about $267,739 at 4% or $178,493 at 6%.
The Cobblestone Retirement Plan-9$1,784,807$192,772$21,419iApproximate average salary by contribution assumption: employee only about $535,478 at 4% or $356,985 at 6%; with 50% employer match about $356,985 at 4% or $237,990 at 6%; with 100% employer match about $267,739 at 4% or $178,493 at 6%.
200818$1,436,958$176,168$22,021iApproximate average salary by contribution assumption: employee only about $550,525 at 4% or $367,017 at 6%; with 50% employer match about $367,017 at 4% or $244,678 at 6%; with 100% employer match about $275,263 at 4% or $183,508 at 6%.
The Cobblestone Retirement Plan-8$1,436,958$176,168$22,021iApproximate average salary by contribution assumption: employee only about $550,525 at 4% or $367,017 at 6%; with 50% employer match about $367,017 at 4% or $244,678 at 6%; with 100% employer match about $275,263 at 4% or $183,508 at 6%.
200718$1,424,819$167,799$20,975iApproximate average salary by contribution assumption: employee only about $524,372 at 4% or $349,581 at 6%; with 50% employer match about $349,581 at 4% or $233,054 at 6%; with 100% employer match about $262,186 at 4% or $174,791 at 6%.
The Cobblestone Retirement Plan-8$1,424,819$167,799$20,975iApproximate average salary by contribution assumption: employee only about $524,372 at 4% or $349,581 at 6%; with 50% employer match about $349,581 at 4% or $233,054 at 6%; with 100% employer match about $262,186 at 4% or $174,791 at 6%.
200618$1,260,775$159,316$19,915iApproximate average salary by contribution assumption: employee only about $497,863 at 4% or $331,908 at 6%; with 50% employer match about $331,908 at 4% or $221,272 at 6%; with 100% employer match about $248,931 at 4% or $165,954 at 6%.
The Cobblestone Retirement Plan-8$1,260,775$159,316$19,915iApproximate average salary by contribution assumption: employee only about $497,863 at 4% or $331,908 at 6%; with 50% employer match about $331,908 at 4% or $221,272 at 6%; with 100% employer match about $248,931 at 4% or $165,954 at 6%.
200516$1,020,953$131,386$21,898iApproximate average salary by contribution assumption: employee only about $547,442 at 4% or $364,961 at 6%; with 50% employer match about $364,961 at 4% or $243,307 at 6%; with 100% employer match about $273,721 at 4% or $182,481 at 6%.
The Cobblestone Retirement Plan-6$1,020,953$131,386$21,898iApproximate average salary by contribution assumption: employee only about $547,442 at 4% or $364,961 at 6%; with 50% employer match about $364,961 at 4% or $243,307 at 6%; with 100% employer match about $273,721 at 4% or $182,481 at 6%.
200415$856,026$107,200$21,440iApproximate average salary by contribution assumption: employee only about $536,000 at 4% or $357,333 at 6%; with 50% employer match about $357,333 at 4% or $238,222 at 6%; with 100% employer match about $268,000 at 4% or $178,667 at 6%.
The Cobblestone Retirement Plan-5$856,026$107,200$21,440iApproximate average salary by contribution assumption: employee only about $536,000 at 4% or $357,333 at 6%; with 50% employer match about $357,333 at 4% or $238,222 at 6%; with 100% employer match about $268,000 at 4% or $178,667 at 6%.
200316$708,236$83,215$13,869iApproximate average salary by contribution assumption: employee only about $346,729 at 4% or $231,153 at 6%; with 50% employer match about $231,153 at 4% or $154,102 at 6%; with 100% employer match about $173,365 at 4% or $115,576 at 6%.
The Cobblestone Retirement Plan-6$708,236$83,215$13,869iApproximate average salary by contribution assumption: employee only about $346,729 at 4% or $231,153 at 6%; with 50% employer match about $231,153 at 4% or $154,102 at 6%; with 100% employer match about $173,365 at 4% or $115,576 at 6%.
200213$590,151$52,807$17,602iApproximate average salary by contribution assumption: employee only about $440,058 at 4% or $293,372 at 6%; with 50% employer match about $293,372 at 4% or $195,581 at 6%; with 100% employer match about $220,029 at 4% or $146,686 at 6%.
The Cobblestone Retirement Plan-3$590,151$52,807$17,602iApproximate average salary by contribution assumption: employee only about $440,058 at 4% or $293,372 at 6%; with 50% employer match about $293,372 at 4% or $195,581 at 6%; with 100% employer match about $220,029 at 4% or $146,686 at 6%.
200112$0$0-
The Cobblestone Retirement Plan-2---
200012$458,083$21,235$10,618iApproximate average salary by contribution assumption: employee only about $265,438 at 4% or $176,958 at 6%; with 50% employer match about $176,958 at 4% or $117,972 at 6%; with 100% employer match about $132,719 at 4% or $88,479 at 6%.
The Cobblestone Retirement Plan-2$458,083$21,235$10,618iApproximate average salary by contribution assumption: employee only about $265,438 at 4% or $176,958 at 6%; with 50% employer match about $176,958 at 4% or $117,972 at 6%; with 100% employer match about $132,719 at 4% or $88,479 at 6%.