Core Concepts Inc.
Plan context: Core Concepts Inc. 401(K) Plan
EIN 04-3406750 • Whitinsville, MA • 28 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
66
2025 Assets
$10,273,632
2025 Contributions
$388,698
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 66 | $10,273,632 | $388,698 | $5,889iApproximate average salary by contribution assumption: employee only about $147,234 at 4% or $98,156 at 6%; with 50% employer match about $98,156 at 4% or $65,437 at 6%; with 100% employer match about $73,617 at 4% or $49,078 at 6%. |
| Core Concepts Inc. 401(K) Plan | - | 66 | $10,273,632 | $388,698 | $5,889iApproximate average salary by contribution assumption: employee only about $147,234 at 4% or $98,156 at 6%; with 50% employer match about $98,156 at 4% or $65,437 at 6%; with 100% employer match about $73,617 at 4% or $49,078 at 6%. |
| 2024 | 2 | 69 | $8,789,992 | $622,160 | $9,017iApproximate average salary by contribution assumption: employee only about $225,420 at 4% or $150,280 at 6%; with 50% employer match about $150,280 at 4% or $100,187 at 6%; with 100% employer match about $112,710 at 4% or $75,140 at 6%. |
| Core Concepts Inc. 401(K) Plan | - | 69 | $8,789,992 | $360,480 | $5,224iApproximate average salary by contribution assumption: employee only about $130,609 at 4% or $87,072 at 6%; with 50% employer match about $87,072 at 4% or $58,048 at 6%; with 100% employer match about $65,304 at 4% or $43,536 at 6%. |
| CORE CONCEPTS, INC. CASH BALANCE PENSION PLAN | - | 0 | $0 | $261,680 | - |
| 2023 | 2 | 68 | $8,268,156 | $401,480 | $5,904iApproximate average salary by contribution assumption: employee only about $147,603 at 4% or $98,402 at 6%; with 50% employer match about $98,402 at 4% or $65,601 at 6%; with 100% employer match about $73,801 at 4% or $49,201 at 6%. |
| Core Concepts Inc. 401(K) Plan | - | 68 | $6,047,341 | $387,101 | $5,693iApproximate average salary by contribution assumption: employee only about $142,317 at 4% or $94,878 at 6%; with 50% employer match about $94,878 at 4% or $63,252 at 6%; with 100% employer match about $71,158 at 4% or $47,439 at 6%. |
| CORE CONCEPTS INC. CASH BALANCE PENSION PLAN | - | 21 | $2,220,815 | $14,379 | $685iApproximate average salary by contribution assumption: employee only about $17,118 at 4% or $11,412 at 6%; with 50% employer match about $11,412 at 4% or $7,608 at 6%; with 100% employer match about $8,559 at 4% or $5,706 at 6%. |
| 2022 | 2 | 63 | $8,105,804 | $574,127 | $9,113iApproximate average salary by contribution assumption: employee only about $227,828 at 4% or $151,885 at 6%; with 50% employer match about $151,885 at 4% or $101,257 at 6%; with 100% employer match about $113,914 at 4% or $75,943 at 6%. |
| Core Concepts Inc. 401(K) Plan | - | 63 | $5,914,937 | $374,127 | $5,939iApproximate average salary by contribution assumption: employee only about $148,463 at 4% or $98,975 at 6%; with 50% employer match about $98,975 at 4% or $65,984 at 6%; with 100% employer match about $74,232 at 4% or $49,488 at 6%. |
| CORE CONCEPTS INC. CASH BALANCE PENSION PLAN | - | 25 | $2,190,867 | $200,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| 2021 | 2 | 64 | $9,579,609 | $409,751 | $6,402iApproximate average salary by contribution assumption: employee only about $160,059 at 4% or $106,706 at 6%; with 50% employer match about $106,706 at 4% or $71,137 at 6%; with 100% employer match about $80,029 at 4% or $53,353 at 6%. |
| Core Concepts Inc. 401(K) Plan | - | 64 | $7,421,317 | $409,751 | $6,402iApproximate average salary by contribution assumption: employee only about $160,059 at 4% or $106,706 at 6%; with 50% employer match about $106,706 at 4% or $71,137 at 6%; with 100% employer match about $80,029 at 4% or $53,353 at 6%. |
| CORE CONCEPTS INC. CASH BALANCE PENSION PLAN | - | 25 | $2,158,292 | - | - |
| 2020 | 2 | 74 | $8,760,160 | $579,840 | $7,836iApproximate average salary by contribution assumption: employee only about $195,892 at 4% or $130,595 at 6%; with 50% employer match about $130,595 at 4% or $87,063 at 6%; with 100% employer match about $97,946 at 4% or $65,297 at 6%. |
| Core Concepts Inc. 401(K) Plan | - | 74 | $6,561,857 | $513,114 | $6,934iApproximate average salary by contribution assumption: employee only about $173,349 at 4% or $115,566 at 6%; with 50% employer match about $115,566 at 4% or $77,044 at 6%; with 100% employer match about $86,675 at 4% or $57,783 at 6%. |
| CORE CONCEPTS INC. CASH BALANCE PENSION PLAN | - | 25 | $2,198,303 | $66,726 | $2,669iApproximate average salary by contribution assumption: employee only about $66,726 at 4% or $44,484 at 6%; with 50% employer match about $44,484 at 4% or $29,656 at 6%; with 100% employer match about $33,363 at 4% or $22,242 at 6%. |
| 2019 | 2 | 92 | $7,532,863 | $2,000,875 | $21,749iApproximate average salary by contribution assumption: employee only about $543,716 at 4% or $362,477 at 6%; with 50% employer match about $362,477 at 4% or $241,652 at 6%; with 100% employer match about $271,858 at 4% or $181,239 at 6%. |
| Core Concepts Inc. 401(K) Plan | - | 92 | $5,459,334 | $710,875 | $7,727iApproximate average salary by contribution assumption: employee only about $193,173 at 4% or $128,782 at 6%; with 50% employer match about $128,782 at 4% or $85,854 at 6%; with 100% employer match about $96,586 at 4% or $64,391 at 6%. |
| CORE CONCEPTS INC. CASH BALANCE PENSION PLAN | - | 25 | $2,073,529 | $1,290,000 | $51,600iApproximate average salary by contribution assumption: employee only about $1,290,000 at 4% or $860,000 at 6%; with 50% employer match about $860,000 at 4% or $573,333 at 6%; with 100% employer match about $645,000 at 4% or $430,000 at 6%. |
| 2018 | 2 | 72 | $4,975,333 | $1,454,898 | $20,207iApproximate average salary by contribution assumption: employee only about $505,173 at 4% or $336,782 at 6%; with 50% employer match about $336,782 at 4% or $224,521 at 6%; with 100% employer match about $252,586 at 4% or $168,391 at 6%. |
| Core Concepts Inc. 401(K) Plan | - | 72 | $4,190,859 | $670,424 | $9,311iApproximate average salary by contribution assumption: employee only about $232,786 at 4% or $155,191 at 6%; with 50% employer match about $155,191 at 4% or $103,460 at 6%; with 100% employer match about $116,393 at 4% or $77,595 at 6%. |
| CORE CONCEPTS INC. CASH BALANCE PENSION PLAN | - | 17 | $784,474 | $784,474 | $46,146iApproximate average salary by contribution assumption: employee only about $1,153,638 at 4% or $769,092 at 6%; with 50% employer match about $769,092 at 4% or $512,728 at 6%; with 100% employer match about $576,819 at 4% or $384,546 at 6%. |
| 2017 | 1 | 63 | $3,694,538 | $457,871 | $7,268iApproximate average salary by contribution assumption: employee only about $181,695 at 4% or $121,130 at 6%; with 50% employer match about $121,130 at 4% or $80,753 at 6%; with 100% employer match about $90,847 at 4% or $60,565 at 6%. |
| Core Concepts Inc. 401(K) Plan | - | 63 | $3,694,538 | $457,871 | $7,268iApproximate average salary by contribution assumption: employee only about $181,695 at 4% or $121,130 at 6%; with 50% employer match about $121,130 at 4% or $80,753 at 6%; with 100% employer match about $90,847 at 4% or $60,565 at 6%. |
| 2016 | 1 | 42 | $2,915,430 | $252,577 | $6,014iApproximate average salary by contribution assumption: employee only about $150,343 at 4% or $100,229 at 6%; with 50% employer match about $100,229 at 4% or $66,819 at 6%; with 100% employer match about $75,172 at 4% or $50,114 at 6%. |
| Core Concepts Inc. 401(K) Plan | - | 42 | $2,915,430 | $252,577 | $6,014iApproximate average salary by contribution assumption: employee only about $150,343 at 4% or $100,229 at 6%; with 50% employer match about $100,229 at 4% or $66,819 at 6%; with 100% employer match about $75,172 at 4% or $50,114 at 6%. |
| 2015 | 1 | 39 | $2,500,554 | $227,532 | $5,834iApproximate average salary by contribution assumption: employee only about $145,854 at 4% or $97,236 at 6%; with 50% employer match about $97,236 at 4% or $64,824 at 6%; with 100% employer match about $72,927 at 4% or $48,618 at 6%. |
| Core Concepts Inc. 401(K) Plan | - | 39 | $2,500,554 | $227,532 | $5,834iApproximate average salary by contribution assumption: employee only about $145,854 at 4% or $97,236 at 6%; with 50% employer match about $97,236 at 4% or $64,824 at 6%; with 100% employer match about $72,927 at 4% or $48,618 at 6%. |
| 2014 | 1 | 34 | $2,386,359 | $334,438 | $9,836iApproximate average salary by contribution assumption: employee only about $245,910 at 4% or $163,940 at 6%; with 50% employer match about $163,940 at 4% or $109,293 at 6%; with 100% employer match about $122,955 at 4% or $81,970 at 6%. |
| Core Concepts Inc. 401(K) Plan | - | 34 | $2,386,359 | $334,438 | $9,836iApproximate average salary by contribution assumption: employee only about $245,910 at 4% or $163,940 at 6%; with 50% employer match about $163,940 at 4% or $109,293 at 6%; with 100% employer match about $122,955 at 4% or $81,970 at 6%. |
| 2013 | 1 | 34 | $2,050,624 | $323,696 | $9,520iApproximate average salary by contribution assumption: employee only about $238,012 at 4% or $158,675 at 6%; with 50% employer match about $158,675 at 4% or $105,783 at 6%; with 100% employer match about $119,006 at 4% or $79,337 at 6%. |
| Core Concepts Inc. 401(K) Plan | - | 34 | $2,050,624 | $323,696 | $9,520iApproximate average salary by contribution assumption: employee only about $238,012 at 4% or $158,675 at 6%; with 50% employer match about $158,675 at 4% or $105,783 at 6%; with 100% employer match about $119,006 at 4% or $79,337 at 6%. |
| 2012 | 1 | 34 | $1,647,650 | $286,287 | $8,420iApproximate average salary by contribution assumption: employee only about $210,505 at 4% or $140,337 at 6%; with 50% employer match about $140,337 at 4% or $93,558 at 6%; with 100% employer match about $105,253 at 4% or $70,168 at 6%. |
| Core Concepts Inc. 401(K) Plan | - | 34 | $1,647,650 | $286,287 | $8,420iApproximate average salary by contribution assumption: employee only about $210,505 at 4% or $140,337 at 6%; with 50% employer match about $140,337 at 4% or $93,558 at 6%; with 100% employer match about $105,253 at 4% or $70,168 at 6%. |
| 2011 | 1 | 23 | $1,554,852 | $255,916 | $11,127iApproximate average salary by contribution assumption: employee only about $278,170 at 4% or $185,446 at 6%; with 50% employer match about $185,446 at 4% or $123,631 at 6%; with 100% employer match about $139,085 at 4% or $92,723 at 6%. |
| Core Concepts Inc. 401(K) Plan | - | 23 | $1,554,852 | $255,916 | $11,127iApproximate average salary by contribution assumption: employee only about $278,170 at 4% or $185,446 at 6%; with 50% employer match about $185,446 at 4% or $123,631 at 6%; with 100% employer match about $139,085 at 4% or $92,723 at 6%. |
| 2010 | 1 | 21 | $1,340,922 | $121,641 | $5,792iApproximate average salary by contribution assumption: employee only about $144,811 at 4% or $96,540 at 6%; with 50% employer match about $96,540 at 4% or $64,360 at 6%; with 100% employer match about $72,405 at 4% or $48,270 at 6%. |
| Core Concepts Inc. 401(K) Plan | - | 21 | $1,340,922 | $121,641 | $5,792iApproximate average salary by contribution assumption: employee only about $144,811 at 4% or $96,540 at 6%; with 50% employer match about $96,540 at 4% or $64,360 at 6%; with 100% employer match about $72,405 at 4% or $48,270 at 6%. |
| 2009 | 1 | 22 | $1,125,166 | $122,216 | $5,555iApproximate average salary by contribution assumption: employee only about $138,882 at 4% or $92,588 at 6%; with 50% employer match about $92,588 at 4% or $61,725 at 6%; with 100% employer match about $69,441 at 4% or $46,294 at 6%. |
| Core Concepts Inc. 401(K) Plan | - | 22 | $1,125,166 | $122,216 | $5,555iApproximate average salary by contribution assumption: employee only about $138,882 at 4% or $92,588 at 6%; with 50% employer match about $92,588 at 4% or $61,725 at 6%; with 100% employer match about $69,441 at 4% or $46,294 at 6%. |
| 2008 | 1 | 19 | $0 | $0 | - |
| Core Concepts Inc. 401(K) Plan | - | 19 | - | - | - |
| 2006 | 1 | 16 | $460,403 | $105,417 | $6,589iApproximate average salary by contribution assumption: employee only about $164,714 at 4% or $109,809 at 6%; with 50% employer match about $109,809 at 4% or $73,206 at 6%; with 100% employer match about $82,357 at 4% or $54,905 at 6%. |
| Core Concepts Inc. 401(K) Plan | - | 16 | $460,403 | $105,417 | $6,589iApproximate average salary by contribution assumption: employee only about $164,714 at 4% or $109,809 at 6%; with 50% employer match about $109,809 at 4% or $73,206 at 6%; with 100% employer match about $82,357 at 4% or $54,905 at 6%. |
| 2005 | 1 | 18 | $315,146 | $99,226 | $5,513iApproximate average salary by contribution assumption: employee only about $137,814 at 4% or $91,876 at 6%; with 50% employer match about $91,876 at 4% or $61,251 at 6%; with 100% employer match about $68,907 at 4% or $45,938 at 6%. |
| Core Concepts Inc. 401(K) Plan | - | 18 | $315,146 | $99,226 | $5,513iApproximate average salary by contribution assumption: employee only about $137,814 at 4% or $91,876 at 6%; with 50% employer match about $91,876 at 4% or $61,251 at 6%; with 100% employer match about $68,907 at 4% or $45,938 at 6%. |
| 2004 | 1 | 21 | $203,749 | $190,730 | $9,082iApproximate average salary by contribution assumption: employee only about $227,060 at 4% or $151,373 at 6%; with 50% employer match about $151,373 at 4% or $100,915 at 6%; with 100% employer match about $113,530 at 4% or $75,687 at 6%. |
| Core Concepts Inc. 401(K) Plan | - | 21 | $203,749 | $190,730 | $9,082iApproximate average salary by contribution assumption: employee only about $227,060 at 4% or $151,373 at 6%; with 50% employer match about $151,373 at 4% or $100,915 at 6%; with 100% employer match about $113,530 at 4% or $75,687 at 6%. |