Costello Benefits Group
Plan context: Cbg Retirement Plan
EIN 04-3474224 • Woburn, MA • 16 filings • 1 plans
Current Snapshot
Latest Year
2019
2019 Participants
9
2019 Assets
$741,092
2019 Contributions
$2,415
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $2,415 | - |
| Cbg Retirement Plan | - | 0 | $0 | $2,415 | - |
| 2018 | 1 | 9 | $741,092 | $87,666 | $9,741iApproximate average salary by contribution assumption: employee only about $243,517 at 4% or $162,344 at 6%; with 50% employer match about $162,344 at 4% or $108,230 at 6%; with 100% employer match about $121,758 at 4% or $81,172 at 6%. |
| Cbg Retirement Plan | - | 9 | $741,092 | $87,666 | $9,741iApproximate average salary by contribution assumption: employee only about $243,517 at 4% or $162,344 at 6%; with 50% employer match about $162,344 at 4% or $108,230 at 6%; with 100% employer match about $121,758 at 4% or $81,172 at 6%. |
| 2017 | 1 | 12 | $1,476,230 | $209,989 | $17,499iApproximate average salary by contribution assumption: employee only about $437,477 at 4% or $291,651 at 6%; with 50% employer match about $291,651 at 4% or $194,434 at 6%; with 100% employer match about $218,739 at 4% or $145,826 at 6%. |
| Cbg Retirement Plan | - | 12 | $1,476,230 | $209,989 | $17,499iApproximate average salary by contribution assumption: employee only about $437,477 at 4% or $291,651 at 6%; with 50% employer match about $291,651 at 4% or $194,434 at 6%; with 100% employer match about $218,739 at 4% or $145,826 at 6%. |
| 2016 | 1 | 11 | $1,073,801 | $200,131 | $18,194iApproximate average salary by contribution assumption: employee only about $454,843 at 4% or $303,229 at 6%; with 50% employer match about $303,229 at 4% or $202,153 at 6%; with 100% employer match about $227,422 at 4% or $151,614 at 6%. |
| Cbg Retirement Plan | - | 11 | $1,073,801 | $200,131 | $18,194iApproximate average salary by contribution assumption: employee only about $454,843 at 4% or $303,229 at 6%; with 50% employer match about $303,229 at 4% or $202,153 at 6%; with 100% employer match about $227,422 at 4% or $151,614 at 6%. |
| 2015 | 1 | 10 | $792,398 | $164,856 | $16,486iApproximate average salary by contribution assumption: employee only about $412,140 at 4% or $274,760 at 6%; with 50% employer match about $274,760 at 4% or $183,173 at 6%; with 100% employer match about $206,070 at 4% or $137,380 at 6%. |
| Cbg Retirement Plan | - | 10 | $792,398 | $164,856 | $16,486iApproximate average salary by contribution assumption: employee only about $412,140 at 4% or $274,760 at 6%; with 50% employer match about $274,760 at 4% or $183,173 at 6%; with 100% employer match about $206,070 at 4% or $137,380 at 6%. |
| 2014 | 1 | 10 | $642,125 | $184,790 | $18,479iApproximate average salary by contribution assumption: employee only about $461,975 at 4% or $307,983 at 6%; with 50% employer match about $307,983 at 4% or $205,322 at 6%; with 100% employer match about $230,988 at 4% or $153,992 at 6%. |
| Cbg Retirement Plan | - | 10 | $642,125 | $184,790 | $18,479iApproximate average salary by contribution assumption: employee only about $461,975 at 4% or $307,983 at 6%; with 50% employer match about $307,983 at 4% or $205,322 at 6%; with 100% employer match about $230,988 at 4% or $153,992 at 6%. |
| 2013 | 1 | 6 | $425,491 | $81,051 | $13,509iApproximate average salary by contribution assumption: employee only about $337,713 at 4% or $225,142 at 6%; with 50% employer match about $225,142 at 4% or $150,094 at 6%; with 100% employer match about $168,856 at 4% or $112,571 at 6%. |
| Cbg Retirement Plan | - | 6 | $425,491 | $81,051 | $13,509iApproximate average salary by contribution assumption: employee only about $337,713 at 4% or $225,142 at 6%; with 50% employer match about $225,142 at 4% or $150,094 at 6%; with 100% employer match about $168,856 at 4% or $112,571 at 6%. |
| 2012 | 1 | 5 | $297,753 | $73,648 | $14,730iApproximate average salary by contribution assumption: employee only about $368,240 at 4% or $245,493 at 6%; with 50% employer match about $245,493 at 4% or $163,662 at 6%; with 100% employer match about $184,120 at 4% or $122,747 at 6%. |
| Cbg Retirement Plan | - | 5 | $297,753 | $73,648 | $14,730iApproximate average salary by contribution assumption: employee only about $368,240 at 4% or $245,493 at 6%; with 50% employer match about $245,493 at 4% or $163,662 at 6%; with 100% employer match about $184,120 at 4% or $122,747 at 6%. |
| 2011 | 1 | 3 | $229,909 | $26,167 | $8,722iApproximate average salary by contribution assumption: employee only about $218,058 at 4% or $145,372 at 6%; with 50% employer match about $145,372 at 4% or $96,915 at 6%; with 100% employer match about $109,029 at 4% or $72,686 at 6%. |
| Cbg Retirement Plan | - | 3 | $229,909 | $26,167 | $8,722iApproximate average salary by contribution assumption: employee only about $218,058 at 4% or $145,372 at 6%; with 50% employer match about $145,372 at 4% or $96,915 at 6%; with 100% employer match about $109,029 at 4% or $72,686 at 6%. |
| 2010 | 1 | 3 | $219,490 | $41,335 | $13,778iApproximate average salary by contribution assumption: employee only about $344,458 at 4% or $229,639 at 6%; with 50% employer match about $229,639 at 4% or $153,093 at 6%; with 100% employer match about $172,229 at 4% or $114,819 at 6%. |
| Cbg Retirement Plan | - | 3 | $219,490 | $41,335 | $13,778iApproximate average salary by contribution assumption: employee only about $344,458 at 4% or $229,639 at 6%; with 50% employer match about $229,639 at 4% or $153,093 at 6%; with 100% employer match about $172,229 at 4% or $114,819 at 6%. |
| 2009 | 1 | 3 | $159,652 | $14,465 | $4,822iApproximate average salary by contribution assumption: employee only about $120,542 at 4% or $80,361 at 6%; with 50% employer match about $80,361 at 4% or $53,574 at 6%; with 100% employer match about $60,271 at 4% or $40,181 at 6%. |
| Cbg Retirement Plan | - | 3 | $159,652 | $14,465 | $4,822iApproximate average salary by contribution assumption: employee only about $120,542 at 4% or $80,361 at 6%; with 50% employer match about $80,361 at 4% or $53,574 at 6%; with 100% employer match about $60,271 at 4% or $40,181 at 6%. |
| 2008 | 1 | 3 | $120,229 | $39,462 | $13,154iApproximate average salary by contribution assumption: employee only about $328,850 at 4% or $219,233 at 6%; with 50% employer match about $219,233 at 4% or $146,156 at 6%; with 100% employer match about $164,425 at 4% or $109,617 at 6%. |
| Cbg Retirement Plan | - | 3 | $120,229 | $39,462 | $13,154iApproximate average salary by contribution assumption: employee only about $328,850 at 4% or $219,233 at 6%; with 50% employer match about $219,233 at 4% or $146,156 at 6%; with 100% employer match about $164,425 at 4% or $109,617 at 6%. |
| 2007 | 1 | 2 | $118,961 | $29,929 | $14,965iApproximate average salary by contribution assumption: employee only about $374,113 at 4% or $249,408 at 6%; with 50% employer match about $249,408 at 4% or $166,272 at 6%; with 100% employer match about $187,056 at 4% or $124,704 at 6%. |
| Cbg Retirement Plan | - | 2 | $118,961 | $29,929 | $14,965iApproximate average salary by contribution assumption: employee only about $374,113 at 4% or $249,408 at 6%; with 50% employer match about $249,408 at 4% or $166,272 at 6%; with 100% employer match about $187,056 at 4% or $124,704 at 6%. |
| 2006 | 1 | 3 | $88,753 | $22,790 | $7,597iApproximate average salary by contribution assumption: employee only about $189,917 at 4% or $126,611 at 6%; with 50% employer match about $126,611 at 4% or $84,407 at 6%; with 100% employer match about $94,958 at 4% or $63,306 at 6%. |
| Cbg Retirement Plan | - | 3 | $88,753 | $22,790 | $7,597iApproximate average salary by contribution assumption: employee only about $189,917 at 4% or $126,611 at 6%; with 50% employer match about $126,611 at 4% or $84,407 at 6%; with 100% employer match about $94,958 at 4% or $63,306 at 6%. |
| 2005 | 1 | 2 | $60,529 | $33,500 | $16,750iApproximate average salary by contribution assumption: employee only about $418,750 at 4% or $279,167 at 6%; with 50% employer match about $279,167 at 4% or $186,111 at 6%; with 100% employer match about $209,375 at 4% or $139,583 at 6%. |
| Cbg Retirement Plan | - | 2 | $60,529 | $33,500 | $16,750iApproximate average salary by contribution assumption: employee only about $418,750 at 4% or $279,167 at 6%; with 50% employer match about $279,167 at 4% or $186,111 at 6%; with 100% employer match about $209,375 at 4% or $139,583 at 6%. |
| 2004 | 1 | 2 | $24,493 | $22,625 | $11,313iApproximate average salary by contribution assumption: employee only about $282,813 at 4% or $188,542 at 6%; with 50% employer match about $188,542 at 4% or $125,694 at 6%; with 100% employer match about $141,406 at 4% or $94,271 at 6%. |
| Cbg Retirement Plan | - | 2 | $24,493 | $22,625 | $11,313iApproximate average salary by contribution assumption: employee only about $282,813 at 4% or $188,542 at 6%; with 50% employer match about $188,542 at 4% or $125,694 at 6%; with 100% employer match about $141,406 at 4% or $94,271 at 6%. |