Civic Intelligence

Castanea Partners Inc

Plan context: Castanea Partners Inc 401 K Profit Sharing Plan Trust

EIN 04-3567675 • Newton, MA • 23 filings • 4 plans

3 Newton Executive Park Ste 304Newton, MA 02462-1433
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$4,619,160

2024 Contributions

$160,149

Historical Graphs

Total Assets Over Time

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

$7,380,761$3,690,381$0200220142024YearValue
$4,619,160Latest year 2024

Participants Over Time

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

43220200220132024YearValue
11Latest 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
2024111$4,619,160$160,149$14,559iApproximate average salary by contribution assumption: employee only about $363,975 at 4% or $242,650 at 6%; with 50% employer match about $242,650 at 4% or $161,767 at 6%; with 100% employer match about $181,988 at 4% or $121,325 at 6%.
Castanea Partners Inc 401 K Profit Sharing Plan Trust-11$4,619,160$160,149$14,559iApproximate average salary by contribution assumption: employee only about $363,975 at 4% or $242,650 at 6%; with 50% employer match about $242,650 at 4% or $161,767 at 6%; with 100% employer match about $181,988 at 4% or $121,325 at 6%.
2023114$3,832,249$181,105$12,936iApproximate average salary by contribution assumption: employee only about $323,402 at 4% or $215,601 at 6%; with 50% employer match about $215,601 at 4% or $143,734 at 6%; with 100% employer match about $161,701 at 4% or $107,801 at 6%.
Castanea Partners Inc 401 K Profit Sharing Plan Trust-14$3,832,249$181,105$12,936iApproximate average salary by contribution assumption: employee only about $323,402 at 4% or $215,601 at 6%; with 50% employer match about $215,601 at 4% or $143,734 at 6%; with 100% employer match about $161,701 at 4% or $107,801 at 6%.
2022116$3,331,242$178,317$11,145iApproximate average salary by contribution assumption: employee only about $278,620 at 4% or $185,747 at 6%; with 50% employer match about $185,747 at 4% or $123,831 at 6%; with 100% employer match about $139,310 at 4% or $92,873 at 6%.
Castanea Partners Inc 401 K Profit Sharing Plan Trust-16$3,331,242$178,317$11,145iApproximate average salary by contribution assumption: employee only about $278,620 at 4% or $185,747 at 6%; with 50% employer match about $185,747 at 4% or $123,831 at 6%; with 100% employer match about $139,310 at 4% or $92,873 at 6%.
2021138$4,314,083$209,077$5,502iApproximate average salary by contribution assumption: employee only about $137,551 at 4% or $91,700 at 6%; with 50% employer match about $91,700 at 4% or $61,134 at 6%; with 100% employer match about $68,775 at 4% or $45,850 at 6%.
Castanea Partners Inc 401 K Profit Sharing Plan Trust-38$4,314,083$209,077$5,502iApproximate average salary by contribution assumption: employee only about $137,551 at 4% or $91,700 at 6%; with 50% employer match about $91,700 at 4% or $61,134 at 6%; with 100% employer match about $68,775 at 4% or $45,850 at 6%.
2020141$6,764,230$366,244$8,933iApproximate average salary by contribution assumption: employee only about $223,320 at 4% or $148,880 at 6%; with 50% employer match about $148,880 at 4% or $99,253 at 6%; with 100% employer match about $111,660 at 4% or $74,440 at 6%.
Castanea Partners Inc 401 K Profit Sharing Plan Trust-41$6,764,230$366,244$8,933iApproximate average salary by contribution assumption: employee only about $223,320 at 4% or $148,880 at 6%; with 50% employer match about $148,880 at 4% or $99,253 at 6%; with 100% employer match about $111,660 at 4% or $74,440 at 6%.
2019143$7,380,761$661,220$15,377iApproximate average salary by contribution assumption: employee only about $384,430 at 4% or $256,287 at 6%; with 50% employer match about $256,287 at 4% or $170,858 at 6%; with 100% employer match about $192,215 at 4% or $128,143 at 6%.
Castanea Partners Inc 401 K Profit Sharing Plan Trust-43$7,380,761$661,220$15,377iApproximate average salary by contribution assumption: employee only about $384,430 at 4% or $256,287 at 6%; with 50% employer match about $256,287 at 4% or $170,858 at 6%; with 100% employer match about $192,215 at 4% or $128,143 at 6%.
2018139$5,983,411$610,403$15,651iApproximate average salary by contribution assumption: employee only about $391,284 at 4% or $260,856 at 6%; with 50% employer match about $260,856 at 4% or $173,904 at 6%; with 100% employer match about $195,642 at 4% or $130,428 at 6%.
Castanea Partners Inc 401 K Profit Sharing Plan Trust-39$5,983,411$610,403$15,651iApproximate average salary by contribution assumption: employee only about $391,284 at 4% or $260,856 at 6%; with 50% employer match about $260,856 at 4% or $173,904 at 6%; with 100% employer match about $195,642 at 4% or $130,428 at 6%.
2017133$5,669,338$535,527$16,228iApproximate average salary by contribution assumption: employee only about $405,702 at 4% or $270,468 at 6%; with 50% employer match about $270,468 at 4% or $180,312 at 6%; with 100% employer match about $202,851 at 4% or $135,234 at 6%.
Castanea Partners Inc 401 K Profit Sharing Plan Trust-33$5,669,338$535,527$16,228iApproximate average salary by contribution assumption: employee only about $405,702 at 4% or $270,468 at 6%; with 50% employer match about $270,468 at 4% or $180,312 at 6%; with 100% employer match about $202,851 at 4% or $135,234 at 6%.
2016133$4,291,872$424,545$12,865iApproximate average salary by contribution assumption: employee only about $321,625 at 4% or $214,417 at 6%; with 50% employer match about $214,417 at 4% or $142,944 at 6%; with 100% employer match about $160,813 at 4% or $107,208 at 6%.
Castanea Partners Inc 401 K Profit Sharing Plan Trust-33$4,291,872$424,545$12,865iApproximate average salary by contribution assumption: employee only about $321,625 at 4% or $214,417 at 6%; with 50% employer match about $214,417 at 4% or $142,944 at 6%; with 100% employer match about $160,813 at 4% or $107,208 at 6%.
2015135$4,227,175$340,397$9,726iApproximate average salary by contribution assumption: employee only about $243,141 at 4% or $162,094 at 6%; with 50% employer match about $162,094 at 4% or $108,063 at 6%; with 100% employer match about $121,570 at 4% or $81,047 at 6%.
Castanea Partners Inc 401 K Profit Sharing Plan Trust-35$4,227,175$340,397$9,726iApproximate average salary by contribution assumption: employee only about $243,141 at 4% or $162,094 at 6%; with 50% employer match about $162,094 at 4% or $108,063 at 6%; with 100% employer match about $121,570 at 4% or $81,047 at 6%.
2014130$3,916,695$446,552$14,885iApproximate average salary by contribution assumption: employee only about $372,127 at 4% or $248,084 at 6%; with 50% employer match about $248,084 at 4% or $165,390 at 6%; with 100% employer match about $186,063 at 4% or $124,042 at 6%.
Castanea Partners Inc 401 K Profit Sharing Plan Trust-30$3,916,695$446,552$14,885iApproximate average salary by contribution assumption: employee only about $372,127 at 4% or $248,084 at 6%; with 50% employer match about $248,084 at 4% or $165,390 at 6%; with 100% employer match about $186,063 at 4% or $124,042 at 6%.
2013128$3,338,816$462,665$16,524iApproximate average salary by contribution assumption: employee only about $413,094 at 4% or $275,396 at 6%; with 50% employer match about $275,396 at 4% or $183,597 at 6%; with 100% employer match about $206,547 at 4% or $137,698 at 6%.
Castanea Partners Inc 401 K Profit Sharing Plan Trust-28$3,338,816$462,665$16,524iApproximate average salary by contribution assumption: employee only about $413,094 at 4% or $275,396 at 6%; with 50% employer match about $275,396 at 4% or $183,597 at 6%; with 100% employer match about $206,547 at 4% or $137,698 at 6%.
2012127$2,408,816$397,001$14,704iApproximate average salary by contribution assumption: employee only about $367,594 at 4% or $245,062 at 6%; with 50% employer match about $245,062 at 4% or $163,375 at 6%; with 100% employer match about $183,797 at 4% or $122,531 at 6%.
Castanea Partners Inc 401 K Profit Sharing Plan Trust-27$2,408,816$397,001$14,704iApproximate average salary by contribution assumption: employee only about $367,594 at 4% or $245,062 at 6%; with 50% employer match about $245,062 at 4% or $163,375 at 6%; with 100% employer match about $183,797 at 4% or $122,531 at 6%.
2011124$1,948,530$372,840$15,535iApproximate average salary by contribution assumption: employee only about $388,375 at 4% or $258,917 at 6%; with 50% employer match about $258,917 at 4% or $172,611 at 6%; with 100% employer match about $194,188 at 4% or $129,458 at 6%.
Castanea Partners Inc 401 K Profit Sharing Plan Trust-24$1,948,530$372,840$15,535iApproximate average salary by contribution assumption: employee only about $388,375 at 4% or $258,917 at 6%; with 50% employer match about $258,917 at 4% or $172,611 at 6%; with 100% employer match about $194,188 at 4% or $129,458 at 6%.
2010123$1,764,852$329,518$14,327iApproximate average salary by contribution assumption: employee only about $358,172 at 4% or $238,781 at 6%; with 50% employer match about $238,781 at 4% or $159,187 at 6%; with 100% employer match about $179,086 at 4% or $119,391 at 6%.
Castanea Partners Inc 401 K Profit Sharing Plan Trust-23$1,764,852$329,518$14,327iApproximate average salary by contribution assumption: employee only about $358,172 at 4% or $238,781 at 6%; with 50% employer match about $238,781 at 4% or $159,187 at 6%; with 100% employer match about $179,086 at 4% or $119,391 at 6%.
2009121$1,284,011$295,782$14,085iApproximate average salary by contribution assumption: employee only about $352,121 at 4% or $234,748 at 6%; with 50% employer match about $234,748 at 4% or $156,498 at 6%; with 100% employer match about $176,061 at 4% or $117,374 at 6%.
Castanea Partners Inc 401 K Profit Sharing Plan Trust-21$1,284,011$295,782$14,085iApproximate average salary by contribution assumption: employee only about $352,121 at 4% or $234,748 at 6%; with 50% employer match about $234,748 at 4% or $156,498 at 6%; with 100% employer match about $176,061 at 4% or $117,374 at 6%.
2008118$796,381$244,088$13,560iApproximate average salary by contribution assumption: employee only about $339,011 at 4% or $226,007 at 6%; with 50% employer match about $226,007 at 4% or $150,672 at 6%; with 100% employer match about $169,506 at 4% or $113,004 at 6%.
Castanea Partners Inc 401 K Profit Sharing Plan Trust-18$796,381$244,088$13,560iApproximate average salary by contribution assumption: employee only about $339,011 at 4% or $226,007 at 6%; with 50% employer match about $226,007 at 4% or $150,672 at 6%; with 100% employer match about $169,506 at 4% or $113,004 at 6%.
2007118$0$0-
Castanea Partners Inc 401 K Profit Sharing Plan Trust-18---
2006117$722,871$209,771$12,339iApproximate average salary by contribution assumption: employee only about $308,487 at 4% or $205,658 at 6%; with 50% employer match about $205,658 at 4% or $137,105 at 6%; with 100% employer match about $154,243 at 4% or $102,829 at 6%.
Castanea Partners Inc 401 K Profit Sharing Plan Trust-17$722,871$209,771$12,339iApproximate average salary by contribution assumption: employee only about $308,487 at 4% or $205,658 at 6%; with 50% employer match about $205,658 at 4% or $137,105 at 6%; with 100% employer match about $154,243 at 4% or $102,829 at 6%.
2005114$460,872$167,938$11,996iApproximate average salary by contribution assumption: employee only about $299,889 at 4% or $199,926 at 6%; with 50% employer match about $199,926 at 4% or $133,284 at 6%; with 100% employer match about $149,945 at 4% or $99,963 at 6%.
Castanea Partners Inc 401 K Profit Sharing Plan Trust-14$460,872$167,938$11,996iApproximate average salary by contribution assumption: employee only about $299,889 at 4% or $199,926 at 6%; with 50% employer match about $199,926 at 4% or $133,284 at 6%; with 100% employer match about $149,945 at 4% or $99,963 at 6%.
2004112$305,919$133,453$11,121iApproximate average salary by contribution assumption: employee only about $278,027 at 4% or $185,351 at 6%; with 50% employer match about $185,351 at 4% or $123,568 at 6%; with 100% employer match about $139,014 at 4% or $92,676 at 6%.
Castanea Partners Inc 401 K Profit Sharing Plan Trust-12$305,919$133,453$11,121iApproximate average salary by contribution assumption: employee only about $278,027 at 4% or $185,351 at 6%; with 50% employer match about $185,351 at 4% or $123,568 at 6%; with 100% employer match about $139,014 at 4% or $92,676 at 6%.
200318$191,930$101,625$12,703iApproximate average salary by contribution assumption: employee only about $317,578 at 4% or $211,719 at 6%; with 50% employer match about $211,719 at 4% or $141,146 at 6%; with 100% employer match about $158,789 at 4% or $105,859 at 6%.
Castanea Partners Inc 401 K Profit Sharing Plan Trust-8$191,930$101,625$12,703iApproximate average salary by contribution assumption: employee only about $317,578 at 4% or $211,719 at 6%; with 50% employer match about $211,719 at 4% or $141,146 at 6%; with 100% employer match about $158,789 at 4% or $105,859 at 6%.
200219$75,321$75,299$8,367iApproximate average salary by contribution assumption: employee only about $209,164 at 4% or $139,443 at 6%; with 50% employer match about $139,443 at 4% or $92,962 at 6%; with 100% employer match about $104,582 at 4% or $69,721 at 6%.
Castanea Partners Inc 401 K Profit Sharing Plan Trust-9$75,321$75,299$8,367iApproximate average salary by contribution assumption: employee only about $209,164 at 4% or $139,443 at 6%; with 50% employer match about $139,443 at 4% or $92,962 at 6%; with 100% employer match about $104,582 at 4% or $69,721 at 6%.
Castanea Partners Inc | EIN 04-3567675 | 2024 Form 5500 Company Profile