Peter G. Carey
Plan context: The Charter Oak Financial Group 401K Profit Sharing Plan and Trust
EIN 06-1129871 • 5 filings • 2 plans
Current Snapshot
Latest Year
2003
2003 Participants
19
2003 Assets
$348,657
2003 Contributions
$90,527
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 |
|---|---|---|---|---|---|
| 2003 | 1 | 0 | $0 | $0 | - |
| The Charter Oak Financial Group 401K Profit Sharing Plan and Trust | - | 0 | - | - | - |
| 2002 | 1 | 19 | $348,657 | $90,527 | $4,765iApproximate average salary by contribution assumption: employee only about $119,114 at 4% or $79,410 at 6%; with 50% employer match about $79,410 at 4% or $52,940 at 6%; with 100% employer match about $59,557 at 4% or $39,705 at 6%. |
| The Charter Oak Financial Group 401K Profit Sharing Plan and Trust | - | 19 | $348,657 | $90,527 | $4,765iApproximate average salary by contribution assumption: employee only about $119,114 at 4% or $79,410 at 6%; with 50% employer match about $79,410 at 4% or $52,940 at 6%; with 100% employer match about $59,557 at 4% or $39,705 at 6%. |
| 2001 | 1 | 18 | $339,389 | $76,072 | $4,226iApproximate average salary by contribution assumption: employee only about $105,656 at 4% or $70,437 at 6%; with 50% employer match about $70,437 at 4% or $46,958 at 6%; with 100% employer match about $52,828 at 4% or $35,219 at 6%. |
| The Charter Oak Financial Group 401K Profit Sharing Plan and Trust | - | 18 | $339,389 | $76,072 | $4,226iApproximate average salary by contribution assumption: employee only about $105,656 at 4% or $70,437 at 6%; with 50% employer match about $70,437 at 4% or $46,958 at 6%; with 100% employer match about $52,828 at 4% or $35,219 at 6%. |
| 2000 | 1 | 2 | $344,936 | $99,927 | $49,964iApproximate average salary by contribution assumption: employee only about $1,249,088 at 4% or $832,725 at 6%; with 50% employer match about $832,725 at 4% or $555,150 at 6%; with 100% employer match about $624,544 at 4% or $416,363 at 6%. |
| The Charter Oak Financial Group 401K Profit Sharing Plan and Trust | - | 2 | $344,936 | $99,927 | $49,964iApproximate average salary by contribution assumption: employee only about $1,249,088 at 4% or $832,725 at 6%; with 50% employer match about $832,725 at 4% or $555,150 at 6%; with 100% employer match about $624,544 at 4% or $416,363 at 6%. |
| 1999 | 1 | 22 | $299,655 | $78,465 | $3,567iApproximate average salary by contribution assumption: employee only about $89,165 at 4% or $59,443 at 6%; with 50% employer match about $59,443 at 4% or $39,629 at 6%; with 100% employer match about $44,582 at 4% or $29,722 at 6%. |
| The Charter Oak Financial Group 401K Profit Sharing Plan and Trust | - | 22 | $299,655 | $78,465 | $3,567iApproximate average salary by contribution assumption: employee only about $89,165 at 4% or $59,443 at 6%; with 50% employer match about $59,443 at 4% or $39,629 at 6%; with 100% employer match about $44,582 at 4% or $29,722 at 6%. |