Civic Intelligence

Charter Oak Consulting Group

Plan context: Charter Oak Consulting Group

EIN 06-1187614 • Mashpee, MA • 14 filings • 5 plans

36 Hogan DrMashpee, MA 02649-3208
Current Snapshot

Latest Year

2018

2018 Participants

6

2018 Assets

$268,033

2018 Contributions

$81,471

Historical Graphs

Total Assets Over Time

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

$1,483,904$741,952$0200520112017YearValue
$268,033Latest year 2017

Participants Over Time

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

840200520112016YearValue
6Latest year 2016

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
201810$0$0-
Charter Oak Consulting Group-0---
201710$268,033$81,471-
Charter Oak Consulting Group-0$268,033$81,471-
201616$1,048,355$139,560$23,260iApproximate average salary by contribution assumption: employee only about $581,500 at 4% or $387,667 at 6%; with 50% employer match about $387,667 at 4% or $258,444 at 6%; with 100% employer match about $290,750 at 4% or $193,833 at 6%.
Charter Oak Consulting Group-6$1,048,355$139,560$23,260iApproximate average salary by contribution assumption: employee only about $581,500 at 4% or $387,667 at 6%; with 50% employer match about $387,667 at 4% or $258,444 at 6%; with 100% employer match about $290,750 at 4% or $193,833 at 6%.
201516$959,276$150,994$25,166iApproximate average salary by contribution assumption: employee only about $629,142 at 4% or $419,428 at 6%; with 50% employer match about $419,428 at 4% or $279,619 at 6%; with 100% employer match about $314,571 at 4% or $209,714 at 6%.
Charter Oak Consulting Group-6$959,276$150,994$25,166iApproximate average salary by contribution assumption: employee only about $629,142 at 4% or $419,428 at 6%; with 50% employer match about $419,428 at 4% or $279,619 at 6%; with 100% employer match about $314,571 at 4% or $209,714 at 6%.
201415$844,630$146,242$29,248iApproximate average salary by contribution assumption: employee only about $731,210 at 4% or $487,473 at 6%; with 50% employer match about $487,473 at 4% or $324,982 at 6%; with 100% employer match about $365,605 at 4% or $243,737 at 6%.
Charter Oak Consulting Group-5$844,630$146,242$29,248iApproximate average salary by contribution assumption: employee only about $731,210 at 4% or $487,473 at 6%; with 50% employer match about $487,473 at 4% or $324,982 at 6%; with 100% employer match about $365,605 at 4% or $243,737 at 6%.
201316$872,731$162,105$27,018iApproximate average salary by contribution assumption: employee only about $675,438 at 4% or $450,292 at 6%; with 50% employer match about $450,292 at 4% or $300,194 at 6%; with 100% employer match about $337,719 at 4% or $225,146 at 6%.
Charter Oak Consulting Group-6$872,731$162,105$27,018iApproximate average salary by contribution assumption: employee only about $675,438 at 4% or $450,292 at 6%; with 50% employer match about $450,292 at 4% or $300,194 at 6%; with 100% employer match about $337,719 at 4% or $225,146 at 6%.
201217$894,931$196,219$28,031iApproximate average salary by contribution assumption: employee only about $700,782 at 4% or $467,188 at 6%; with 50% employer match about $467,188 at 4% or $311,459 at 6%; with 100% employer match about $350,391 at 4% or $233,594 at 6%.
Charter Oak Consulting Group-7$894,931$196,219$28,031iApproximate average salary by contribution assumption: employee only about $700,782 at 4% or $467,188 at 6%; with 50% employer match about $467,188 at 4% or $311,459 at 6%; with 100% employer match about $350,391 at 4% or $233,594 at 6%.
201117$1,483,904$220,216$31,459iApproximate average salary by contribution assumption: employee only about $786,486 at 4% or $524,324 at 6%; with 50% employer match about $524,324 at 4% or $349,549 at 6%; with 100% employer match about $393,243 at 4% or $262,162 at 6%.
Charter Oak Consulting Group-7$1,483,904$220,216$31,459iApproximate average salary by contribution assumption: employee only about $786,486 at 4% or $524,324 at 6%; with 50% employer match about $524,324 at 4% or $349,549 at 6%; with 100% employer match about $393,243 at 4% or $262,162 at 6%.
201017$1,280,531$232,121$33,160iApproximate average salary by contribution assumption: employee only about $829,004 at 4% or $552,669 at 6%; with 50% employer match about $552,669 at 4% or $368,446 at 6%; with 100% employer match about $414,502 at 4% or $276,335 at 6%.
Charter Oak Consulting Group-7$1,280,531$232,121$33,160iApproximate average salary by contribution assumption: employee only about $829,004 at 4% or $552,669 at 6%; with 50% employer match about $552,669 at 4% or $368,446 at 6%; with 100% employer match about $414,502 at 4% or $276,335 at 6%.
200917$898,334$212,406$30,344iApproximate average salary by contribution assumption: employee only about $758,593 at 4% or $505,729 at 6%; with 50% employer match about $505,729 at 4% or $337,152 at 6%; with 100% employer match about $379,296 at 4% or $252,864 at 6%.
Charter Oak Consulting Group-7$898,334$212,406$30,344iApproximate average salary by contribution assumption: employee only about $758,593 at 4% or $505,729 at 6%; with 50% employer match about $505,729 at 4% or $337,152 at 6%; with 100% employer match about $379,296 at 4% or $252,864 at 6%.
200817$551,533$205,268$29,324iApproximate average salary by contribution assumption: employee only about $733,100 at 4% or $488,733 at 6%; with 50% employer match about $488,733 at 4% or $325,822 at 6%; with 100% employer match about $366,550 at 4% or $244,367 at 6%.
Charter Oak Consulting Group-7$551,533$205,268$29,324iApproximate average salary by contribution assumption: employee only about $733,100 at 4% or $488,733 at 6%; with 50% employer match about $488,733 at 4% or $325,822 at 6%; with 100% employer match about $366,550 at 4% or $244,367 at 6%.
200718$539,667$216,440$27,055iApproximate average salary by contribution assumption: employee only about $676,375 at 4% or $450,917 at 6%; with 50% employer match about $450,917 at 4% or $300,611 at 6%; with 100% employer match about $338,188 at 4% or $225,458 at 6%.
Charter Oak Consulting Group-8$539,667$216,440$27,055iApproximate average salary by contribution assumption: employee only about $676,375 at 4% or $450,917 at 6%; with 50% employer match about $450,917 at 4% or $300,611 at 6%; with 100% employer match about $338,188 at 4% or $225,458 at 6%.
200618$278,892$185,206$23,151iApproximate average salary by contribution assumption: employee only about $578,769 at 4% or $385,846 at 6%; with 50% employer match about $385,846 at 4% or $257,231 at 6%; with 100% employer match about $289,384 at 4% or $192,923 at 6%.
Charter Oak Consulting Group-8$278,892$185,206$23,151iApproximate average salary by contribution assumption: employee only about $578,769 at 4% or $385,846 at 6%; with 50% employer match about $385,846 at 4% or $257,231 at 6%; with 100% employer match about $289,384 at 4% or $192,923 at 6%.
200518$76,551$74,621$9,328iApproximate average salary by contribution assumption: employee only about $233,191 at 4% or $155,460 at 6%; with 50% employer match about $155,460 at 4% or $103,640 at 6%; with 100% employer match about $116,595 at 4% or $77,730 at 6%.
Charter Oak Consulting Group-8$76,551$74,621$9,328iApproximate average salary by contribution assumption: employee only about $233,191 at 4% or $155,460 at 6%; with 50% employer match about $155,460 at 4% or $103,640 at 6%; with 100% employer match about $116,595 at 4% or $77,730 at 6%.