Civic Intelligence

Charter Oak Investment Systems Inc

Plan context: Charter Oak Investment Systems Inc 401(K) Profit Sharing Plan

EIN 04-3148805 • Hingham, MA • 14 filings • 6 plans

350 Lincoln StreetSuite 2400Hingham, MA 02043
Current Snapshot

Latest Year

2013

2013 Participants

8

2013 Assets

$1,389,417

2013 Contributions

$65,819

Historical Graphs

Total Assets Over Time

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

$1,389,417$694,709$0199920082012YearValue
$1,389,417Latest year 2012

Participants Over Time

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

950199920072012YearValue
8Latest year 2012

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
201310$0$65,819-
Charter Oak Investment Systems Inc 401(K) Profit Sharing Plan-0$0$65,819-
201218$1,389,417$155,129$19,391iApproximate average salary by contribution assumption: employee only about $484,778 at 4% or $323,185 at 6%; with 50% employer match about $323,185 at 4% or $215,457 at 6%; with 100% employer match about $242,389 at 4% or $161,593 at 6%.
Charter Oak Investment Systems Inc 401(K) Profit Sharing Plan-8$1,389,417$155,129$19,391iApproximate average salary by contribution assumption: employee only about $484,778 at 4% or $323,185 at 6%; with 50% employer match about $323,185 at 4% or $215,457 at 6%; with 100% employer match about $242,389 at 4% or $161,593 at 6%.
201118$1,153,611$159,252$19,907iApproximate average salary by contribution assumption: employee only about $497,663 at 4% or $331,775 at 6%; with 50% employer match about $331,775 at 4% or $221,183 at 6%; with 100% employer match about $248,831 at 4% or $165,888 at 6%.
Charter Oak Investment Systems Inc 401(K) Profit Sharing Plan-8$1,153,611$159,252$19,907iApproximate average salary by contribution assumption: employee only about $497,663 at 4% or $331,775 at 6%; with 50% employer match about $331,775 at 4% or $221,183 at 6%; with 100% employer match about $248,831 at 4% or $165,888 at 6%.
201018$980,616$173,291$21,661iApproximate average salary by contribution assumption: employee only about $541,534 at 4% or $361,023 at 6%; with 50% employer match about $361,023 at 4% or $240,682 at 6%; with 100% employer match about $270,767 at 4% or $180,511 at 6%.
Charter Oak Investment Systems Inc 401(K) Profit Sharing Plan-8$980,616$173,291$21,661iApproximate average salary by contribution assumption: employee only about $541,534 at 4% or $361,023 at 6%; with 50% employer match about $361,023 at 4% or $240,682 at 6%; with 100% employer match about $270,767 at 4% or $180,511 at 6%.
200919$756,267$215,818$23,980iApproximate average salary by contribution assumption: employee only about $599,494 at 4% or $399,663 at 6%; with 50% employer match about $399,663 at 4% or $266,442 at 6%; with 100% employer match about $299,747 at 4% or $199,831 at 6%.
Charter Oak Investment Systems Inc 401(K) Profit Sharing Plan-9$756,267$215,818$23,980iApproximate average salary by contribution assumption: employee only about $599,494 at 4% or $399,663 at 6%; with 50% employer match about $399,663 at 4% or $266,442 at 6%; with 100% employer match about $299,747 at 4% or $199,831 at 6%.
200817$578,022$176,423$25,203iApproximate average salary by contribution assumption: employee only about $630,082 at 4% or $420,055 at 6%; with 50% employer match about $420,055 at 4% or $280,037 at 6%; with 100% employer match about $315,041 at 4% or $210,027 at 6%.
Charter Oak Investment Systems Inc 401(K) Profit Sharing Plan-7$578,022$176,423$25,203iApproximate average salary by contribution assumption: employee only about $630,082 at 4% or $420,055 at 6%; with 50% employer match about $420,055 at 4% or $280,037 at 6%; with 100% employer match about $315,041 at 4% or $210,027 at 6%.
200717$450,675$159,874$22,839iApproximate average salary by contribution assumption: employee only about $570,979 at 4% or $380,652 at 6%; with 50% employer match about $380,652 at 4% or $253,768 at 6%; with 100% employer match about $285,489 at 4% or $190,326 at 6%.
Charter Oak Investment Systems Inc 401(K) Profit Sharing Plan-7$450,675$159,874$22,839iApproximate average salary by contribution assumption: employee only about $570,979 at 4% or $380,652 at 6%; with 50% employer match about $380,652 at 4% or $253,768 at 6%; with 100% employer match about $285,489 at 4% or $190,326 at 6%.
200615$272,190$124,749$24,950iApproximate average salary by contribution assumption: employee only about $623,745 at 4% or $415,830 at 6%; with 50% employer match about $415,830 at 4% or $277,220 at 6%; with 100% employer match about $311,873 at 4% or $207,915 at 6%.
Charter Oak Investment Systems Inc 401(K) Profit Sharing Plan-5$272,190$124,749$24,950iApproximate average salary by contribution assumption: employee only about $623,745 at 4% or $415,830 at 6%; with 50% employer match about $415,830 at 4% or $277,220 at 6%; with 100% employer match about $311,873 at 4% or $207,915 at 6%.
200514$139,344$83,765$20,941iApproximate average salary by contribution assumption: employee only about $523,531 at 4% or $349,021 at 6%; with 50% employer match about $349,021 at 4% or $232,681 at 6%; with 100% employer match about $261,766 at 4% or $174,510 at 6%.
Charter Oak Investment Systems Inc 401(K) Profit Sharing Plan-4$139,344$83,765$20,941iApproximate average salary by contribution assumption: employee only about $523,531 at 4% or $349,021 at 6%; with 50% employer match about $349,021 at 4% or $232,681 at 6%; with 100% employer match about $261,766 at 4% or $174,510 at 6%.
200412$53,702$53,691$26,846iApproximate average salary by contribution assumption: employee only about $671,138 at 4% or $447,425 at 6%; with 50% employer match about $447,425 at 4% or $298,283 at 6%; with 100% employer match about $335,569 at 4% or $223,713 at 6%.
Charter Oak Investment Systems Inc 401(K) Profit Sharing Plan-2$53,702$53,691$26,846iApproximate average salary by contribution assumption: employee only about $671,138 at 4% or $447,425 at 6%; with 50% employer match about $447,425 at 4% or $298,283 at 6%; with 100% employer match about $335,569 at 4% or $223,713 at 6%.
200210$0$0-
Charter Oak Investment Systems Inc. 401K Plan-0---
200114$0$0-
Charter Oak Investment Systems Inc. 401K Plan-4---
200014$0$0-
Charter Oak Investment Systems Inc. 401K Plan-4---
199914$116,337$31,847$7,962iApproximate average salary by contribution assumption: employee only about $199,044 at 4% or $132,696 at 6%; with 50% employer match about $132,696 at 4% or $88,464 at 6%; with 100% employer match about $99,522 at 4% or $66,348 at 6%.
Charter Oak Investment Systems Inc. 401K Plan-4$116,337$31,847$7,962iApproximate average salary by contribution assumption: employee only about $199,044 at 4% or $132,696 at 6%; with 50% employer match about $132,696 at 4% or $88,464 at 6%; with 100% employer match about $99,522 at 4% or $66,348 at 6%.