Civic Intelligence

Stonebridge Financial Consultants

Plan context: Stonebridge Financial Consultants 401(K) P/S Plan

EIN 04-3321304 • Rockland, MA • 14 filings • 2 plans

1001 Hingham StreetSuite 100Rockland, MA 02370
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$1,201,143

2021 Contributions

$68,610

Historical Graphs

Total Assets Over Time

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

$1,201,143$600,572$0200820142020YearValue
$1,201,143Latest year 2020

Participants Over Time

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

210200820142020YearValue
2Latest 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$0-
Stonebridge Financial Consultants 401(K) P/S Plan-0$0--
202012$1,201,143$68,610$34,305iApproximate average salary by contribution assumption: employee only about $857,625 at 4% or $571,750 at 6%; with 50% employer match about $571,750 at 4% or $381,167 at 6%; with 100% employer match about $428,813 at 4% or $285,875 at 6%.
Stonebridge Financial Consultants 401(K) P/S Plan-2$1,201,143$68,610$34,305iApproximate average salary by contribution assumption: employee only about $857,625 at 4% or $571,750 at 6%; with 50% employer match about $571,750 at 4% or $381,167 at 6%; with 100% employer match about $428,813 at 4% or $285,875 at 6%.
201912$913,806$64,229$32,115iApproximate average salary by contribution assumption: employee only about $802,863 at 4% or $535,242 at 6%; with 50% employer match about $535,242 at 4% or $356,828 at 6%; with 100% employer match about $401,431 at 4% or $267,621 at 6%.
Stonebridge Financial Consultants 401(K) P/S Plan-2$913,806$64,229$32,115iApproximate average salary by contribution assumption: employee only about $802,863 at 4% or $535,242 at 6%; with 50% employer match about $535,242 at 4% or $356,828 at 6%; with 100% employer match about $401,431 at 4% or $267,621 at 6%.
201812$681,217$64,588$32,294iApproximate average salary by contribution assumption: employee only about $807,350 at 4% or $538,233 at 6%; with 50% employer match about $538,233 at 4% or $358,822 at 6%; with 100% employer match about $403,675 at 4% or $269,117 at 6%.
Stonebridge Financial Consultants 401(K) P/S Plan-2$681,217$64,588$32,294iApproximate average salary by contribution assumption: employee only about $807,350 at 4% or $538,233 at 6%; with 50% employer match about $538,233 at 4% or $358,822 at 6%; with 100% employer match about $403,675 at 4% or $269,117 at 6%.
201712$673,884$63,568$31,784iApproximate average salary by contribution assumption: employee only about $794,600 at 4% or $529,733 at 6%; with 50% employer match about $529,733 at 4% or $353,156 at 6%; with 100% employer match about $397,300 at 4% or $264,867 at 6%.
Stonebridge Financial Consultants 401(K) P/S Plan-2$673,884$63,568$31,784iApproximate average salary by contribution assumption: employee only about $794,600 at 4% or $529,733 at 6%; with 50% employer match about $529,733 at 4% or $353,156 at 6%; with 100% employer match about $397,300 at 4% or $264,867 at 6%.
201612$495,633$62,530$31,265iApproximate average salary by contribution assumption: employee only about $781,625 at 4% or $521,083 at 6%; with 50% employer match about $521,083 at 4% or $347,389 at 6%; with 100% employer match about $390,813 at 4% or $260,542 at 6%.
Stonebridge Financial Consultants 401(K) P/S Plan-2$495,633$62,530$31,265iApproximate average salary by contribution assumption: employee only about $781,625 at 4% or $521,083 at 6%; with 50% employer match about $521,083 at 4% or $347,389 at 6%; with 100% employer match about $390,813 at 4% or $260,542 at 6%.
201512$405,760$63,870$31,935iApproximate average salary by contribution assumption: employee only about $798,375 at 4% or $532,250 at 6%; with 50% employer match about $532,250 at 4% or $354,833 at 6%; with 100% employer match about $399,188 at 4% or $266,125 at 6%.
Stonebridge Financial Consultants 401(K) P/S Plan-2$405,760$63,870$31,935iApproximate average salary by contribution assumption: employee only about $798,375 at 4% or $532,250 at 6%; with 50% employer match about $532,250 at 4% or $354,833 at 6%; with 100% employer match about $399,188 at 4% or $266,125 at 6%.
201412$346,043$62,055$31,028iApproximate average salary by contribution assumption: employee only about $775,688 at 4% or $517,125 at 6%; with 50% employer match about $517,125 at 4% or $344,750 at 6%; with 100% employer match about $387,844 at 4% or $258,563 at 6%.
Stonebridge Financial Consultants 401(K) P/S Plan-2$346,043$62,055$31,028iApproximate average salary by contribution assumption: employee only about $775,688 at 4% or $517,125 at 6%; with 50% employer match about $517,125 at 4% or $344,750 at 6%; with 100% employer match about $387,844 at 4% or $258,563 at 6%.
201312$272,762$35,276$17,638iApproximate average salary by contribution assumption: employee only about $440,950 at 4% or $293,967 at 6%; with 50% employer match about $293,967 at 4% or $195,978 at 6%; with 100% employer match about $220,475 at 4% or $146,983 at 6%.
Stonebridge Financial Consultants 401(K) P/S Plan-2$272,762$35,276$17,638iApproximate average salary by contribution assumption: employee only about $440,950 at 4% or $293,967 at 6%; with 50% employer match about $293,967 at 4% or $195,978 at 6%; with 100% employer match about $220,475 at 4% or $146,983 at 6%.
201212$203,108$30,941$15,471iApproximate average salary by contribution assumption: employee only about $386,763 at 4% or $257,842 at 6%; with 50% employer match about $257,842 at 4% or $171,894 at 6%; with 100% employer match about $193,381 at 4% or $128,921 at 6%.
Stonebridge Financial Consultants 401(K) P/S Plan-2$203,108$30,941$15,471iApproximate average salary by contribution assumption: employee only about $386,763 at 4% or $257,842 at 6%; with 50% employer match about $257,842 at 4% or $171,894 at 6%; with 100% employer match about $193,381 at 4% or $128,921 at 6%.
201112$148,828$34,388$17,194iApproximate average salary by contribution assumption: employee only about $429,850 at 4% or $286,567 at 6%; with 50% employer match about $286,567 at 4% or $191,044 at 6%; with 100% employer match about $214,925 at 4% or $143,283 at 6%.
Stonebridge Financial Consultants 401(K) P/S Plan-2$148,828$34,388$17,194iApproximate average salary by contribution assumption: employee only about $429,850 at 4% or $286,567 at 6%; with 50% employer match about $286,567 at 4% or $191,044 at 6%; with 100% employer match about $214,925 at 4% or $143,283 at 6%.
201012$125,804$33,309$16,655iApproximate average salary by contribution assumption: employee only about $416,363 at 4% or $277,575 at 6%; with 50% employer match about $277,575 at 4% or $185,050 at 6%; with 100% employer match about $208,181 at 4% or $138,788 at 6%.
Stonebridge Financial Consultants 401(K) P/S Plan-2$125,804$33,309$16,655iApproximate average salary by contribution assumption: employee only about $416,363 at 4% or $277,575 at 6%; with 50% employer match about $277,575 at 4% or $185,050 at 6%; with 100% employer match about $208,181 at 4% or $138,788 at 6%.
200912$81,353$34,974$17,487iApproximate average salary by contribution assumption: employee only about $437,175 at 4% or $291,450 at 6%; with 50% employer match about $291,450 at 4% or $194,300 at 6%; with 100% employer match about $218,588 at 4% or $145,725 at 6%.
Stonebridge Financial Consultants 401(K) P/S Plan-2$81,353$34,974$17,487iApproximate average salary by contribution assumption: employee only about $437,175 at 4% or $291,450 at 6%; with 50% employer match about $291,450 at 4% or $194,300 at 6%; with 100% employer match about $218,588 at 4% or $145,725 at 6%.
200812$29,294$33,580$16,790iApproximate average salary by contribution assumption: employee only about $419,750 at 4% or $279,833 at 6%; with 50% employer match about $279,833 at 4% or $186,556 at 6%; with 100% employer match about $209,875 at 4% or $139,917 at 6%.
Stonebridge Financial Consultants 401(K) P/S Plan-2$29,294$33,580$16,790iApproximate average salary by contribution assumption: employee only about $419,750 at 4% or $279,833 at 6%; with 50% employer match about $279,833 at 4% or $186,556 at 6%; with 100% employer match about $209,875 at 4% or $139,917 at 6%.