Civic Intelligence

Charles I. Newell & Co. PC.

Plan context: Charles I. Newell & Co. PC. 401K Plan

EIN 04-3233725 • Andover, MA • 26 filings • 4 plans

One Dundee Park, Suite 3Andover, MA 01810
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,625,900

2024 Contributions

$67,192

Historical Graphs

Total Assets Over Time

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

$1,625,900$812,950$0199920122024YearValue
$1,625,900Latest year 2024

Participants Over Time

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

630199920122024YearValue
3Latest 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
202413$1,625,900$67,192$22,397iApproximate average salary by contribution assumption: employee only about $559,933 at 4% or $373,289 at 6%; with 50% employer match about $373,289 at 4% or $248,859 at 6%; with 100% employer match about $279,967 at 4% or $186,644 at 6%.
Charles I. Newell & Co. PC. 401K Plan-3$1,625,900$67,192$22,397iApproximate average salary by contribution assumption: employee only about $559,933 at 4% or $373,289 at 6%; with 50% employer match about $373,289 at 4% or $248,859 at 6%; with 100% employer match about $279,967 at 4% or $186,644 at 6%.
202313$1,425,607$71,902$23,967iApproximate average salary by contribution assumption: employee only about $599,183 at 4% or $399,456 at 6%; with 50% employer match about $399,456 at 4% or $266,304 at 6%; with 100% employer match about $299,592 at 4% or $199,728 at 6%.
Charles I. Newell & Co. PC. 401K Plan-3$1,425,607$71,902$23,967iApproximate average salary by contribution assumption: employee only about $599,183 at 4% or $399,456 at 6%; with 50% employer match about $399,456 at 4% or $266,304 at 6%; with 100% employer match about $299,592 at 4% or $199,728 at 6%.
202213$1,204,695$70,321$23,440iApproximate average salary by contribution assumption: employee only about $586,008 at 4% or $390,672 at 6%; with 50% employer match about $390,672 at 4% or $260,448 at 6%; with 100% employer match about $293,004 at 4% or $195,336 at 6%.
Charles I. Newell & Co. PC. 401K Plan-3$1,204,695$70,321$23,440iApproximate average salary by contribution assumption: employee only about $586,008 at 4% or $390,672 at 6%; with 50% employer match about $390,672 at 4% or $260,448 at 6%; with 100% employer match about $293,004 at 4% or $195,336 at 6%.
202114$1,325,154$57,550$14,388iApproximate average salary by contribution assumption: employee only about $359,688 at 4% or $239,792 at 6%; with 50% employer match about $239,792 at 4% or $159,861 at 6%; with 100% employer match about $179,844 at 4% or $119,896 at 6%.
Charles I. Newell & Co. PC. 401K Plan-4$1,325,154$57,550$14,388iApproximate average salary by contribution assumption: employee only about $359,688 at 4% or $239,792 at 6%; with 50% employer match about $239,792 at 4% or $159,861 at 6%; with 100% employer match about $179,844 at 4% or $119,896 at 6%.
202014$1,139,156$70,740$17,685iApproximate average salary by contribution assumption: employee only about $442,125 at 4% or $294,750 at 6%; with 50% employer match about $294,750 at 4% or $196,500 at 6%; with 100% employer match about $221,063 at 4% or $147,375 at 6%.
Charles I. Newell & Co. PC. 401K Plan-4$1,139,156$70,740$17,685iApproximate average salary by contribution assumption: employee only about $442,125 at 4% or $294,750 at 6%; with 50% employer match about $294,750 at 4% or $196,500 at 6%; with 100% employer match about $221,063 at 4% or $147,375 at 6%.
201913$943,992$63,383$21,128iApproximate average salary by contribution assumption: employee only about $528,192 at 4% or $352,128 at 6%; with 50% employer match about $352,128 at 4% or $234,752 at 6%; with 100% employer match about $264,096 at 4% or $176,064 at 6%.
Charles I. Newell & Co. PC. 401K Plan-3$943,992$63,383$21,128iApproximate average salary by contribution assumption: employee only about $528,192 at 4% or $352,128 at 6%; with 50% employer match about $352,128 at 4% or $234,752 at 6%; with 100% employer match about $264,096 at 4% or $176,064 at 6%.
201813$755,226$62,735$20,912iApproximate average salary by contribution assumption: employee only about $522,792 at 4% or $348,528 at 6%; with 50% employer match about $348,528 at 4% or $232,352 at 6%; with 100% employer match about $261,396 at 4% or $174,264 at 6%.
Charles I. Newell & Co. PC. 401K Plan-3$755,226$62,735$20,912iApproximate average salary by contribution assumption: employee only about $522,792 at 4% or $348,528 at 6%; with 50% employer match about $348,528 at 4% or $232,352 at 6%; with 100% employer match about $261,396 at 4% or $174,264 at 6%.
201713$723,763$39,167$13,056iApproximate average salary by contribution assumption: employee only about $326,392 at 4% or $217,594 at 6%; with 50% employer match about $217,594 at 4% or $145,063 at 6%; with 100% employer match about $163,196 at 4% or $108,797 at 6%.
Charles I. Newell & Co. PC. 401K Plan-3$723,763$39,167$13,056iApproximate average salary by contribution assumption: employee only about $326,392 at 4% or $217,594 at 6%; with 50% employer match about $217,594 at 4% or $145,063 at 6%; with 100% employer match about $163,196 at 4% or $108,797 at 6%.
201613$596,325$39,479$13,160iApproximate average salary by contribution assumption: employee only about $328,992 at 4% or $219,328 at 6%; with 50% employer match about $219,328 at 4% or $146,219 at 6%; with 100% employer match about $164,496 at 4% or $109,664 at 6%.
Charles I. Newell & Co. PC. 401K Plan-3$596,325$39,479$13,160iApproximate average salary by contribution assumption: employee only about $328,992 at 4% or $219,328 at 6%; with 50% employer match about $219,328 at 4% or $146,219 at 6%; with 100% employer match about $164,496 at 4% or $109,664 at 6%.
201513$521,231$37,762$12,587iApproximate average salary by contribution assumption: employee only about $314,683 at 4% or $209,789 at 6%; with 50% employer match about $209,789 at 4% or $139,859 at 6%; with 100% employer match about $157,342 at 4% or $104,894 at 6%.
Charles I. Newell & Co. PC. 401K Plan-3$521,231$37,762$12,587iApproximate average salary by contribution assumption: employee only about $314,683 at 4% or $209,789 at 6%; with 50% employer match about $209,789 at 4% or $139,859 at 6%; with 100% employer match about $157,342 at 4% or $104,894 at 6%.
201413$486,078$28,911$9,637iApproximate average salary by contribution assumption: employee only about $240,925 at 4% or $160,617 at 6%; with 50% employer match about $160,617 at 4% or $107,078 at 6%; with 100% employer match about $120,463 at 4% or $80,308 at 6%.
Charles I. Newell & Co. PC. 401K Plan-3$486,078$28,911$9,637iApproximate average salary by contribution assumption: employee only about $240,925 at 4% or $160,617 at 6%; with 50% employer match about $160,617 at 4% or $107,078 at 6%; with 100% employer match about $120,463 at 4% or $80,308 at 6%.
201313$430,483$26,518$8,839iApproximate average salary by contribution assumption: employee only about $220,983 at 4% or $147,322 at 6%; with 50% employer match about $147,322 at 4% or $98,215 at 6%; with 100% employer match about $110,492 at 4% or $73,661 at 6%.
Charles I. Newell & Co. PC. 401K Plan-3$430,483$26,518$8,839iApproximate average salary by contribution assumption: employee only about $220,983 at 4% or $147,322 at 6%; with 50% employer match about $147,322 at 4% or $98,215 at 6%; with 100% employer match about $110,492 at 4% or $73,661 at 6%.
201213$334,026$27,761$9,254iApproximate average salary by contribution assumption: employee only about $231,342 at 4% or $154,228 at 6%; with 50% employer match about $154,228 at 4% or $102,819 at 6%; with 100% employer match about $115,671 at 4% or $77,114 at 6%.
Charles I. Newell & Co. PC. 401K Plan-3$334,026$27,761$9,254iApproximate average salary by contribution assumption: employee only about $231,342 at 4% or $154,228 at 6%; with 50% employer match about $154,228 at 4% or $102,819 at 6%; with 100% employer match about $115,671 at 4% or $77,114 at 6%.
201113$268,984$26,666$8,889iApproximate average salary by contribution assumption: employee only about $222,217 at 4% or $148,144 at 6%; with 50% employer match about $148,144 at 4% or $98,763 at 6%; with 100% employer match about $111,108 at 4% or $74,072 at 6%.
Charles I. Newell & Co. PC. 401K Plan-3$268,984$26,666$8,889iApproximate average salary by contribution assumption: employee only about $222,217 at 4% or $148,144 at 6%; with 50% employer match about $148,144 at 4% or $98,763 at 6%; with 100% employer match about $111,108 at 4% or $74,072 at 6%.
201013$227,777$19,001$6,334iApproximate average salary by contribution assumption: employee only about $158,342 at 4% or $105,561 at 6%; with 50% employer match about $105,561 at 4% or $70,374 at 6%; with 100% employer match about $79,171 at 4% or $52,781 at 6%.
Charles I. Newell & Co. PC. 401K Plan-3$227,777$19,001$6,334iApproximate average salary by contribution assumption: employee only about $158,342 at 4% or $105,561 at 6%; with 50% employer match about $105,561 at 4% or $70,374 at 6%; with 100% employer match about $79,171 at 4% or $52,781 at 6%.
200913$185,654$22,481$7,494iApproximate average salary by contribution assumption: employee only about $187,342 at 4% or $124,894 at 6%; with 50% employer match about $124,894 at 4% or $83,263 at 6%; with 100% employer match about $93,671 at 4% or $62,447 at 6%.
Charles I. Newell & Co. PC. 401K Plan-3$185,654$22,481$7,494iApproximate average salary by contribution assumption: employee only about $187,342 at 4% or $124,894 at 6%; with 50% employer match about $124,894 at 4% or $83,263 at 6%; with 100% employer match about $93,671 at 4% or $62,447 at 6%.
200814$129,514$19,067$4,767iApproximate average salary by contribution assumption: employee only about $119,169 at 4% or $79,446 at 6%; with 50% employer match about $79,446 at 4% or $52,964 at 6%; with 100% employer match about $59,584 at 4% or $39,723 at 6%.
Charles I. Newell & Co. PC. 401K Plan-4$129,514$19,067$4,767iApproximate average salary by contribution assumption: employee only about $119,169 at 4% or $79,446 at 6%; with 50% employer match about $79,446 at 4% or $52,964 at 6%; with 100% employer match about $59,584 at 4% or $39,723 at 6%.
200714$224,426$11,730$2,933iApproximate average salary by contribution assumption: employee only about $73,313 at 4% or $48,875 at 6%; with 50% employer match about $48,875 at 4% or $32,583 at 6%; with 100% employer match about $36,656 at 4% or $24,438 at 6%.
Charles I. Newell & Co. PC. 401K Plan-4$224,426$11,730$2,933iApproximate average salary by contribution assumption: employee only about $73,313 at 4% or $48,875 at 6%; with 50% employer match about $48,875 at 4% or $32,583 at 6%; with 100% employer match about $36,656 at 4% or $24,438 at 6%.
200616$198,598$18,180$3,030iApproximate average salary by contribution assumption: employee only about $75,750 at 4% or $50,500 at 6%; with 50% employer match about $50,500 at 4% or $33,667 at 6%; with 100% employer match about $37,875 at 4% or $25,250 at 6%.
Charles I. Newell & Co. PC. 401K Plan-6$198,598$18,180$3,030iApproximate average salary by contribution assumption: employee only about $75,750 at 4% or $50,500 at 6%; with 50% employer match about $50,500 at 4% or $33,667 at 6%; with 100% employer match about $37,875 at 4% or $25,250 at 6%.
200514$164,636$19,180$4,795iApproximate average salary by contribution assumption: employee only about $119,875 at 4% or $79,917 at 6%; with 50% employer match about $79,917 at 4% or $53,278 at 6%; with 100% employer match about $59,938 at 4% or $39,958 at 6%.
Charles I. Newell & Co. PC. 401K Plan-4$164,636$19,180$4,795iApproximate average salary by contribution assumption: employee only about $119,875 at 4% or $79,917 at 6%; with 50% employer match about $79,917 at 4% or $53,278 at 6%; with 100% employer match about $59,938 at 4% or $39,958 at 6%.
200414$138,816$19,883$4,971iApproximate average salary by contribution assumption: employee only about $124,269 at 4% or $82,846 at 6%; with 50% employer match about $82,846 at 4% or $55,231 at 6%; with 100% employer match about $62,134 at 4% or $41,423 at 6%.
Charles I. Newell & Co. PC. 401K Plan-4$138,816$19,883$4,971iApproximate average salary by contribution assumption: employee only about $124,269 at 4% or $82,846 at 6%; with 50% employer match about $82,846 at 4% or $55,231 at 6%; with 100% employer match about $62,134 at 4% or $41,423 at 6%.
200314$108,684$18,330$4,583iApproximate average salary by contribution assumption: employee only about $114,563 at 4% or $76,375 at 6%; with 50% employer match about $76,375 at 4% or $50,917 at 6%; with 100% employer match about $57,281 at 4% or $38,188 at 6%.
Charles I. Newell & Co. PC. 401K Plan-4$108,684$18,330$4,583iApproximate average salary by contribution assumption: employee only about $114,563 at 4% or $76,375 at 6%; with 50% employer match about $76,375 at 4% or $50,917 at 6%; with 100% employer match about $57,281 at 4% or $38,188 at 6%.
200214$93,516$18,282$4,571iApproximate average salary by contribution assumption: employee only about $114,263 at 4% or $76,175 at 6%; with 50% employer match about $76,175 at 4% or $50,783 at 6%; with 100% employer match about $57,131 at 4% or $38,088 at 6%.
Charles I. Newell & Co. PC. 401K Plan-4$93,516$18,282$4,571iApproximate average salary by contribution assumption: employee only about $114,263 at 4% or $76,175 at 6%; with 50% employer match about $76,175 at 4% or $50,783 at 6%; with 100% employer match about $57,131 at 4% or $38,088 at 6%.
200114$93,984$20,778$5,195iApproximate average salary by contribution assumption: employee only about $129,863 at 4% or $86,575 at 6%; with 50% employer match about $86,575 at 4% or $57,717 at 6%; with 100% employer match about $64,931 at 4% or $43,288 at 6%.
Charles I. Newell & Co. PC. 401K Plan-4$93,984$20,778$5,195iApproximate average salary by contribution assumption: employee only about $129,863 at 4% or $86,575 at 6%; with 50% employer match about $86,575 at 4% or $57,717 at 6%; with 100% employer match about $64,931 at 4% or $43,288 at 6%.
200016$87,316$25,427$4,238iApproximate average salary by contribution assumption: employee only about $105,946 at 4% or $70,631 at 6%; with 50% employer match about $70,631 at 4% or $47,087 at 6%; with 100% employer match about $52,973 at 4% or $35,315 at 6%.
Charles I. Newell & Co. PC. 401K Plan-6$87,316$25,427$4,238iApproximate average salary by contribution assumption: employee only about $105,946 at 4% or $70,631 at 6%; with 50% employer match about $70,631 at 4% or $47,087 at 6%; with 100% employer match about $52,973 at 4% or $35,315 at 6%.
199916$73,866$27,653$4,609iApproximate average salary by contribution assumption: employee only about $115,221 at 4% or $76,814 at 6%; with 50% employer match about $76,814 at 4% or $51,209 at 6%; with 100% employer match about $57,610 at 4% or $38,407 at 6%.
Charles I. Newell & Co. PC. 401K Plan-6$73,866$27,653$4,609iApproximate average salary by contribution assumption: employee only about $115,221 at 4% or $76,814 at 6%; with 50% employer match about $76,814 at 4% or $51,209 at 6%; with 100% employer match about $57,610 at 4% or $38,407 at 6%.