Civic Intelligence

Fernandes & Charest PC.

Plan context: Fernandes & Charest PC. 401K & Profit Sharing Plan

EIN 04-3099857 • Westport, MA • 18 filings • 4 plans

1140 State RoadPO Box 1523Westport, MA 02790
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$845,983

2024 Contributions

$103,999

Historical Graphs

Total Assets Over Time

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

$1,426,644$713,322$0200720162024YearValue
$845,983Latest year 2024

Participants Over Time

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

1580200720162024YearValue
14Latest year 2024

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
2024114$845,983$103,999$7,429iApproximate average salary by contribution assumption: employee only about $185,713 at 4% or $123,808 at 6%; with 50% employer match about $123,808 at 4% or $82,539 at 6%; with 100% employer match about $92,856 at 4% or $61,904 at 6%.
Fernandes & Charest PC. 401K & Profit Sharing Plan-14$845,983$103,999$7,429iApproximate average salary by contribution assumption: employee only about $185,713 at 4% or $123,808 at 6%; with 50% employer match about $123,808 at 4% or $82,539 at 6%; with 100% employer match about $92,856 at 4% or $61,904 at 6%.
2023113$1,235,366$84,802$6,523iApproximate average salary by contribution assumption: employee only about $163,081 at 4% or $108,721 at 6%; with 50% employer match about $108,721 at 4% or $72,480 at 6%; with 100% employer match about $81,540 at 4% or $54,360 at 6%.
Fernandes & Charest PC. 401K & Profit Sharing Plan-13$1,235,366$84,802$6,523iApproximate average salary by contribution assumption: employee only about $163,081 at 4% or $108,721 at 6%; with 50% employer match about $108,721 at 4% or $72,480 at 6%; with 100% employer match about $81,540 at 4% or $54,360 at 6%.
2022115$1,012,454$63,018$4,201iApproximate average salary by contribution assumption: employee only about $105,030 at 4% or $70,020 at 6%; with 50% employer match about $70,020 at 4% or $46,680 at 6%; with 100% employer match about $52,515 at 4% or $35,010 at 6%.
Fernandes & Charest PC. 401K & Profit Sharing Plan-15$1,012,454$63,018$4,201iApproximate average salary by contribution assumption: employee only about $105,030 at 4% or $70,020 at 6%; with 50% employer match about $70,020 at 4% or $46,680 at 6%; with 100% employer match about $52,515 at 4% or $35,010 at 6%.
2021111$1,426,644$75,529$6,866iApproximate average salary by contribution assumption: employee only about $171,657 at 4% or $114,438 at 6%; with 50% employer match about $114,438 at 4% or $76,292 at 6%; with 100% employer match about $85,828 at 4% or $57,219 at 6%.
Fernandes & Charest PC. 401K & Profit Sharing Plan-11$1,426,644$75,529$6,866iApproximate average salary by contribution assumption: employee only about $171,657 at 4% or $114,438 at 6%; with 50% employer match about $114,438 at 4% or $76,292 at 6%; with 100% employer match about $85,828 at 4% or $57,219 at 6%.
2020111$1,376,951$74,068$6,733iApproximate average salary by contribution assumption: employee only about $168,336 at 4% or $112,224 at 6%; with 50% employer match about $112,224 at 4% or $74,816 at 6%; with 100% employer match about $84,168 at 4% or $56,112 at 6%.
Fernandes & Charest PC. 401K & Profit Sharing Plan-11$1,376,951$74,068$6,733iApproximate average salary by contribution assumption: employee only about $168,336 at 4% or $112,224 at 6%; with 50% employer match about $112,224 at 4% or $74,816 at 6%; with 100% employer match about $84,168 at 4% or $56,112 at 6%.
2019110$908,238$71,134$7,113iApproximate average salary by contribution assumption: employee only about $177,835 at 4% or $118,557 at 6%; with 50% employer match about $118,557 at 4% or $79,038 at 6%; with 100% employer match about $88,918 at 4% or $59,278 at 6%.
Fernandes & Charest PC. 401K & Profit Sharing Plan-10$908,238$71,134$7,113iApproximate average salary by contribution assumption: employee only about $177,835 at 4% or $118,557 at 6%; with 50% employer match about $118,557 at 4% or $79,038 at 6%; with 100% employer match about $88,918 at 4% or $59,278 at 6%.
201817$685,725$60,800$8,686iApproximate average salary by contribution assumption: employee only about $217,143 at 4% or $144,762 at 6%; with 50% employer match about $144,762 at 4% or $96,508 at 6%; with 100% employer match about $108,571 at 4% or $72,381 at 6%.
Fernandes & Charest PC. 401K & Profit Sharing Plan-7$685,725$60,800$8,686iApproximate average salary by contribution assumption: employee only about $217,143 at 4% or $144,762 at 6%; with 50% employer match about $144,762 at 4% or $96,508 at 6%; with 100% employer match about $108,571 at 4% or $72,381 at 6%.
201717$698,771$55,421$7,917iApproximate average salary by contribution assumption: employee only about $197,932 at 4% or $131,955 at 6%; with 50% employer match about $131,955 at 4% or $87,970 at 6%; with 100% employer match about $98,966 at 4% or $65,977 at 6%.
Fernandes & Charest PC. 401K & Profit Sharing Plan-7$698,771$55,421$7,917iApproximate average salary by contribution assumption: employee only about $197,932 at 4% or $131,955 at 6%; with 50% employer match about $131,955 at 4% or $87,970 at 6%; with 100% employer match about $98,966 at 4% or $65,977 at 6%.
201615$568,419$55,071$11,014iApproximate average salary by contribution assumption: employee only about $275,355 at 4% or $183,570 at 6%; with 50% employer match about $183,570 at 4% or $122,380 at 6%; with 100% employer match about $137,678 at 4% or $91,785 at 6%.
Fernandes & Charest PC. 401K & Profit Sharing Plan-5$568,419$55,071$11,014iApproximate average salary by contribution assumption: employee only about $275,355 at 4% or $183,570 at 6%; with 50% employer match about $183,570 at 4% or $122,380 at 6%; with 100% employer match about $137,678 at 4% or $91,785 at 6%.
201517$588,360$62,372$8,910iApproximate average salary by contribution assumption: employee only about $222,757 at 4% or $148,505 at 6%; with 50% employer match about $148,505 at 4% or $99,003 at 6%; with 100% employer match about $111,379 at 4% or $74,252 at 6%.
Fernandes & Charest PC. 401K & Profit Sharing Plan-7$588,360$62,372$8,910iApproximate average salary by contribution assumption: employee only about $222,757 at 4% or $148,505 at 6%; with 50% employer match about $148,505 at 4% or $99,003 at 6%; with 100% employer match about $111,379 at 4% or $74,252 at 6%.
201419$729,135$69,071$7,675iApproximate average salary by contribution assumption: employee only about $191,864 at 4% or $127,909 at 6%; with 50% employer match about $127,909 at 4% or $85,273 at 6%; with 100% employer match about $95,932 at 4% or $63,955 at 6%.
Fernandes & Charest PC. 401K & Profit Sharing Plan-9$729,135$69,071$7,675iApproximate average salary by contribution assumption: employee only about $191,864 at 4% or $127,909 at 6%; with 50% employer match about $127,909 at 4% or $85,273 at 6%; with 100% employer match about $95,932 at 4% or $63,955 at 6%.
201319$637,995$61,075$6,786iApproximate average salary by contribution assumption: employee only about $169,653 at 4% or $113,102 at 6%; with 50% employer match about $113,102 at 4% or $75,401 at 6%; with 100% employer match about $84,826 at 4% or $56,551 at 6%.
Fernandes & Charest PC. 401K & Profit Sharing Plan-9$637,995$61,075$6,786iApproximate average salary by contribution assumption: employee only about $169,653 at 4% or $113,102 at 6%; with 50% employer match about $113,102 at 4% or $75,401 at 6%; with 100% employer match about $84,826 at 4% or $56,551 at 6%.
201218$473,339$63,919$7,990iApproximate average salary by contribution assumption: employee only about $199,747 at 4% or $133,165 at 6%; with 50% employer match about $133,165 at 4% or $88,776 at 6%; with 100% employer match about $99,873 at 4% or $66,582 at 6%.
Fernandes & Charest PC. 401K & Profit Sharing Plan-8$473,339$63,919$7,990iApproximate average salary by contribution assumption: employee only about $199,747 at 4% or $133,165 at 6%; with 50% employer match about $133,165 at 4% or $88,776 at 6%; with 100% employer match about $99,873 at 4% or $66,582 at 6%.
201118$366,432$63,127$7,891iApproximate average salary by contribution assumption: employee only about $197,272 at 4% or $131,515 at 6%; with 50% employer match about $131,515 at 4% or $87,676 at 6%; with 100% employer match about $98,636 at 4% or $65,757 at 6%.
Fernandes & Charest PC. 401K & Profit Sharing Plan-8$366,432$63,127$7,891iApproximate average salary by contribution assumption: employee only about $197,272 at 4% or $131,515 at 6%; with 50% employer match about $131,515 at 4% or $87,676 at 6%; with 100% employer match about $98,636 at 4% or $65,757 at 6%.
201019$330,576$83,974$9,330iApproximate average salary by contribution assumption: employee only about $233,261 at 4% or $155,507 at 6%; with 50% employer match about $155,507 at 4% or $103,672 at 6%; with 100% employer match about $116,631 at 4% or $77,754 at 6%.
Fernandes & Charest PC. 401K & Profit Sharing Plan-9$330,576$83,974$9,330iApproximate average salary by contribution assumption: employee only about $233,261 at 4% or $155,507 at 6%; with 50% employer match about $155,507 at 4% or $103,672 at 6%; with 100% employer match about $116,631 at 4% or $77,754 at 6%.
2009110$261,566$87,911$8,791iApproximate average salary by contribution assumption: employee only about $219,778 at 4% or $146,518 at 6%; with 50% employer match about $146,518 at 4% or $97,679 at 6%; with 100% employer match about $109,889 at 4% or $73,259 at 6%.
Fernandes & Charest PC. 401K & Profit Sharing Plan-10$261,566$87,911$8,791iApproximate average salary by contribution assumption: employee only about $219,778 at 4% or $146,518 at 6%; with 50% employer match about $146,518 at 4% or $97,679 at 6%; with 100% employer match about $109,889 at 4% or $73,259 at 6%.
2008110$121,583$85,326$8,533iApproximate average salary by contribution assumption: employee only about $213,315 at 4% or $142,210 at 6%; with 50% employer match about $142,210 at 4% or $94,807 at 6%; with 100% employer match about $106,658 at 4% or $71,105 at 6%.
Fernandes & Charest PC. 401K & Profit Sharing Plan-10$121,583$85,326$8,533iApproximate average salary by contribution assumption: employee only about $213,315 at 4% or $142,210 at 6%; with 50% employer match about $142,210 at 4% or $94,807 at 6%; with 100% employer match about $106,658 at 4% or $71,105 at 6%.
200719$84,011$85,807$9,534iApproximate average salary by contribution assumption: employee only about $238,353 at 4% or $158,902 at 6%; with 50% employer match about $158,902 at 4% or $105,935 at 6%; with 100% employer match about $119,176 at 4% or $79,451 at 6%.
Fernandes & Charest PC. 401K & Profit Sharing Plan-9$84,011$85,807$9,534iApproximate average salary by contribution assumption: employee only about $238,353 at 4% or $158,902 at 6%; with 50% employer match about $158,902 at 4% or $105,935 at 6%; with 100% employer match about $119,176 at 4% or $79,451 at 6%.