Civic Intelligence

COLONIAL MANAGEMENT GROUP, LP

Plan context: Colonial Management Group LP 401(K) Plan

EIN 06-1493144 • 41 filings • 7 plans

Current Snapshot

Latest Year

2024

2024 Participants

1,244

2024 Assets

$23,587,011

2024 Contributions

$2,760,571

Historical Graphs

Total Assets Over Time

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

$23,587,011$11,793,506$0199920112024YearValue
$23,587,011Latest year 2024

Participants Over Time

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

1,3636820199920122024YearValue
1,244Latest 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
202421,244$23,587,011$2,760,571$2,219iApproximate average salary by contribution assumption: employee only about $55,478 at 4% or $36,985 at 6%; with 50% employer match about $36,985 at 4% or $24,657 at 6%; with 100% employer match about $27,739 at 4% or $18,493 at 6%.
Colonial Management Group LP 401(K) Plan-1,244$23,587,011$2,760,571$2,219iApproximate average salary by contribution assumption: employee only about $55,478 at 4% or $36,985 at 6%; with 50% employer match about $36,985 at 4% or $24,657 at 6%; with 100% employer match about $27,739 at 4% or $18,493 at 6%.
Colonial Management Group Health and Welfare Plan-746---
20231825$0$0-
Colonial Management Group Health and Welfare Plan-825---
20222820$0$856,597$1,045iApproximate average salary by contribution assumption: employee only about $26,116 at 4% or $17,411 at 6%; with 50% employer match about $17,411 at 4% or $11,607 at 6%; with 100% employer match about $13,058 at 4% or $8,705 at 6%.
Colonial Management Group Health and Welfare Plan-820---
Colonial Management Group 401K Plan-0-$856,597-
202121,281$21,797,000$4,260,330$3,326iApproximate average salary by contribution assumption: employee only about $83,145 at 4% or $55,430 at 6%; with 50% employer match about $55,430 at 4% or $36,953 at 6%; with 100% employer match about $41,572 at 4% or $27,715 at 6%.
Colonial Management Group 401K Plan-1,281$21,797,000$4,260,330$3,326iApproximate average salary by contribution assumption: employee only about $83,145 at 4% or $55,430 at 6%; with 50% employer match about $55,430 at 4% or $36,953 at 6%; with 100% employer match about $41,572 at 4% or $27,715 at 6%.
Colonial Management Group Health and Welfare Plan-920---
202021,190$18,138,740$3,902,745$3,280iApproximate average salary by contribution assumption: employee only about $81,990 at 4% or $54,660 at 6%; with 50% employer match about $54,660 at 4% or $36,440 at 6%; with 100% employer match about $40,995 at 4% or $27,330 at 6%.
Colonial Management Group 401K Plan-1,190$18,138,740$3,902,745$3,280iApproximate average salary by contribution assumption: employee only about $81,990 at 4% or $54,660 at 6%; with 50% employer match about $54,660 at 4% or $36,440 at 6%; with 100% employer match about $40,995 at 4% or $27,330 at 6%.
Colonial Management Group Health and Welfare Plan-1,087---
201921,197$15,406,810$4,081,844$3,410iApproximate average salary by contribution assumption: employee only about $85,252 at 4% or $56,834 at 6%; with 50% employer match about $56,834 at 4% or $37,890 at 6%; with 100% employer match about $42,626 at 4% or $28,417 at 6%.
Colonial Management Group 401K Plan-1,197$15,406,810$4,081,844$3,410iApproximate average salary by contribution assumption: employee only about $85,252 at 4% or $56,834 at 6%; with 50% employer match about $56,834 at 4% or $37,890 at 6%; with 100% employer match about $42,626 at 4% or $28,417 at 6%.
Colonial Management Group Health and Welfare Plan-790---
201821,310$11,126,877$3,208,476$2,449iApproximate average salary by contribution assumption: employee only about $61,230 at 4% or $40,820 at 6%; with 50% employer match about $40,820 at 4% or $27,214 at 6%; with 100% employer match about $30,615 at 4% or $20,410 at 6%.
Colonial Management Group 401K Plan-1,310$11,126,877$3,208,476$2,449iApproximate average salary by contribution assumption: employee only about $61,230 at 4% or $40,820 at 6%; with 50% employer match about $40,820 at 4% or $27,214 at 6%; with 100% employer match about $30,615 at 4% or $20,410 at 6%.
Colonial Management Group Health and Welfare Plan-725---
201721,363$10,294,180$2,814,337$2,065iApproximate average salary by contribution assumption: employee only about $51,620 at 4% or $34,414 at 6%; with 50% employer match about $34,414 at 4% or $22,942 at 6%; with 100% employer match about $25,810 at 4% or $17,207 at 6%.
Colonial Management Group 401K Plan-1,363$10,294,180$2,814,337$2,065iApproximate average salary by contribution assumption: employee only about $51,620 at 4% or $34,414 at 6%; with 50% employer match about $34,414 at 4% or $22,942 at 6%; with 100% employer match about $25,810 at 4% or $17,207 at 6%.
Colonial Management Group Health and Welfare Plan-683---
201621,292$7,150,705$2,013,071$1,558iApproximate average salary by contribution assumption: employee only about $38,953 at 4% or $25,968 at 6%; with 50% employer match about $25,968 at 4% or $17,312 at 6%; with 100% employer match about $19,476 at 4% or $12,984 at 6%.
Colonial Management Group 401K Plan-1,292$7,150,705$2,013,071$1,558iApproximate average salary by contribution assumption: employee only about $38,953 at 4% or $25,968 at 6%; with 50% employer match about $25,968 at 4% or $17,312 at 6%; with 100% employer match about $19,476 at 4% or $12,984 at 6%.
Colonial Management Group Health and Welfare Plan-572---
201521,132$5,948,090$1,251,192$1,105iApproximate average salary by contribution assumption: employee only about $27,632 at 4% or $18,422 at 6%; with 50% employer match about $18,422 at 4% or $12,281 at 6%; with 100% employer match about $13,816 at 4% or $9,211 at 6%.
Colonial Management Group 401K Plan-1,132$5,948,090$1,251,192$1,105iApproximate average salary by contribution assumption: employee only about $27,632 at 4% or $18,422 at 6%; with 50% employer match about $18,422 at 4% or $12,281 at 6%; with 100% employer match about $13,816 at 4% or $9,211 at 6%.
Colonial Management Group Health and Welfare Plan-493---
20142616$5,919,744$885,157$1,437iApproximate average salary by contribution assumption: employee only about $35,924 at 4% or $23,949 at 6%; with 50% employer match about $23,949 at 4% or $15,966 at 6%; with 100% employer match about $17,962 at 4% or $11,975 at 6%.
Colonial Management Group 401K Plan-616$5,919,744$885,157$1,437iApproximate average salary by contribution assumption: employee only about $35,924 at 4% or $23,949 at 6%; with 50% employer match about $23,949 at 4% or $15,966 at 6%; with 100% employer match about $17,962 at 4% or $11,975 at 6%.
Colonial Management Group Health and Welfare Plan-436---
20132795$5,774,784$1,079,039$1,357iApproximate average salary by contribution assumption: employee only about $33,932 at 4% or $22,621 at 6%; with 50% employer match about $22,621 at 4% or $15,081 at 6%; with 100% employer match about $16,966 at 4% or $11,311 at 6%.
Colonial Management Group 401K Plan-542$5,774,784$1,079,039$1,991iApproximate average salary by contribution assumption: employee only about $49,771 at 4% or $33,181 at 6%; with 50% employer match about $33,181 at 4% or $22,121 at 6%; with 100% employer match about $24,886 at 4% or $16,590 at 6%.
Colonial Management Group Health and Welfare Plan-795---
20122652$4,491,385$963,823$1,478iApproximate average salary by contribution assumption: employee only about $36,956 at 4% or $24,638 at 6%; with 50% employer match about $24,638 at 4% or $16,425 at 6%; with 100% employer match about $18,478 at 4% or $12,319 at 6%.
Colonial Management Group 401K Plan-345$4,491,385$963,823$2,794iApproximate average salary by contribution assumption: employee only about $69,842 at 4% or $46,561 at 6%; with 50% employer match about $46,561 at 4% or $31,041 at 6%; with 100% employer match about $34,921 at 4% or $23,281 at 6%.
Colonial Management Group Health and Welfare Plan-652---
20112651$3,604,223$972,484$1,494iApproximate average salary by contribution assumption: employee only about $37,346 at 4% or $24,897 at 6%; with 50% employer match about $24,897 at 4% or $16,598 at 6%; with 100% employer match about $18,673 at 4% or $12,449 at 6%.
Colonial Management Group 401K Plan-425$3,604,223$972,484$2,288iApproximate average salary by contribution assumption: employee only about $57,205 at 4% or $38,137 at 6%; with 50% employer match about $38,137 at 4% or $25,424 at 6%; with 100% employer match about $28,602 at 4% or $19,068 at 6%.
Colonial Management Group Health and Welfare Plan-651---
20102494$4,379,021$954,903$1,933iApproximate average salary by contribution assumption: employee only about $48,325 at 4% or $32,217 at 6%; with 50% employer match about $32,217 at 4% or $21,478 at 6%; with 100% employer match about $24,163 at 4% or $16,108 at 6%.
Colonial Management Group 401K Plan-448$4,379,021$954,903$2,131iApproximate average salary by contribution assumption: employee only about $53,287 at 4% or $35,525 at 6%; with 50% employer match about $35,525 at 4% or $23,683 at 6%; with 100% employer match about $26,643 at 4% or $17,762 at 6%.
Colonial Management Group Health and Welfare Plan-494---
20092544$3,482,229$998,902$1,836iApproximate average salary by contribution assumption: employee only about $45,905 at 4% or $30,604 at 6%; with 50% employer match about $30,604 at 4% or $20,402 at 6%; with 100% employer match about $22,953 at 4% or $15,302 at 6%.
Colonial Management Group 401K Plan-405$3,482,229$998,902$2,466iApproximate average salary by contribution assumption: employee only about $61,661 at 4% or $41,107 at 6%; with 50% employer match about $41,107 at 4% or $27,405 at 6%; with 100% employer match about $30,830 at 4% or $20,554 at 6%.
Colonial Management Group Health and Welfare Plan-544---
20081347$2,065,087$944,381$2,722iApproximate average salary by contribution assumption: employee only about $68,039 at 4% or $45,359 at 6%; with 50% employer match about $45,359 at 4% or $30,240 at 6%; with 100% employer match about $34,019 at 4% or $22,680 at 6%.
Colonial Management Group 401K Plan-347$2,065,087$944,381$2,722iApproximate average salary by contribution assumption: employee only about $68,039 at 4% or $45,359 at 6%; with 50% employer match about $45,359 at 4% or $30,240 at 6%; with 100% employer match about $34,019 at 4% or $22,680 at 6%.
20071326$2,448,103$832,039$2,552iApproximate average salary by contribution assumption: employee only about $63,807 at 4% or $42,538 at 6%; with 50% employer match about $42,538 at 4% or $28,359 at 6%; with 100% employer match about $31,903 at 4% or $21,269 at 6%.
Colonial Management Group 401K Plan-326$2,448,103$832,039$2,552iApproximate average salary by contribution assumption: employee only about $63,807 at 4% or $42,538 at 6%; with 50% employer match about $42,538 at 4% or $28,359 at 6%; with 100% employer match about $31,903 at 4% or $21,269 at 6%.
20061284$1,708,604$404,665$1,425iApproximate average salary by contribution assumption: employee only about $35,622 at 4% or $23,748 at 6%; with 50% employer match about $23,748 at 4% or $15,832 at 6%; with 100% employer match about $17,811 at 4% or $11,874 at 6%.
Colonial Management Group 401K Plan-284$1,708,604$404,665$1,425iApproximate average salary by contribution assumption: employee only about $35,622 at 4% or $23,748 at 6%; with 50% employer match about $23,748 at 4% or $15,832 at 6%; with 100% employer match about $17,811 at 4% or $11,874 at 6%.
20051243$1,365,429$304,788$1,254iApproximate average salary by contribution assumption: employee only about $31,357 at 4% or $20,905 at 6%; with 50% employer match about $20,905 at 4% or $13,936 at 6%; with 100% employer match about $15,678 at 4% or $10,452 at 6%.
Colonial Management Group 401K Plan-243$1,365,429$304,788$1,254iApproximate average salary by contribution assumption: employee only about $31,357 at 4% or $20,905 at 6%; with 50% employer match about $20,905 at 4% or $13,936 at 6%; with 100% employer match about $15,678 at 4% or $10,452 at 6%.
20041207$1,102,831$272,003$1,314iApproximate average salary by contribution assumption: employee only about $32,851 at 4% or $21,900 at 6%; with 50% employer match about $21,900 at 4% or $14,600 at 6%; with 100% employer match about $16,425 at 4% or $10,950 at 6%.
Colonial Management Group 401K Plan-207$1,102,831$272,003$1,314iApproximate average salary by contribution assumption: employee only about $32,851 at 4% or $21,900 at 6%; with 50% employer match about $21,900 at 4% or $14,600 at 6%; with 100% employer match about $16,425 at 4% or $10,950 at 6%.
20031303$874,660$275,719$910iApproximate average salary by contribution assumption: employee only about $22,749 at 4% or $15,166 at 6%; with 50% employer match about $15,166 at 4% or $10,111 at 6%; with 100% employer match about $11,375 at 4% or $7,583 at 6%.
Colonial Management Group 401K Plan-303$874,660$275,719$910iApproximate average salary by contribution assumption: employee only about $22,749 at 4% or $15,166 at 6%; with 50% employer match about $15,166 at 4% or $10,111 at 6%; with 100% employer match about $11,375 at 4% or $7,583 at 6%.
20021258$561,333$284,211$1,102iApproximate average salary by contribution assumption: employee only about $27,540 at 4% or $18,360 at 6%; with 50% employer match about $18,360 at 4% or $12,240 at 6%; with 100% employer match about $13,770 at 4% or $9,180 at 6%.
Colonial Management Group 401K Plan-258$561,333$284,211$1,102iApproximate average salary by contribution assumption: employee only about $27,540 at 4% or $18,360 at 6%; with 50% employer match about $18,360 at 4% or $12,240 at 6%; with 100% employer match about $13,770 at 4% or $9,180 at 6%.
20011213$478,365$247,460$1,162iApproximate average salary by contribution assumption: employee only about $29,045 at 4% or $19,363 at 6%; with 50% employer match about $19,363 at 4% or $12,909 at 6%; with 100% employer match about $14,522 at 4% or $9,682 at 6%.
Colonial Management Group 401K Plan-213$478,365$247,460$1,162iApproximate average salary by contribution assumption: employee only about $29,045 at 4% or $19,363 at 6%; with 50% employer match about $19,363 at 4% or $12,909 at 6%; with 100% employer match about $14,522 at 4% or $9,682 at 6%.
20001187$309,787$251,026$1,342iApproximate average salary by contribution assumption: employee only about $33,560 at 4% or $22,373 at 6%; with 50% employer match about $22,373 at 4% or $14,915 at 6%; with 100% employer match about $16,780 at 4% or $11,187 at 6%.
Colonial Management Group 401K Plan-187$309,787$251,026$1,342iApproximate average salary by contribution assumption: employee only about $33,560 at 4% or $22,373 at 6%; with 50% employer match about $22,373 at 4% or $14,915 at 6%; with 100% employer match about $16,780 at 4% or $11,187 at 6%.
19991171$111,634$102,459$599iApproximate average salary by contribution assumption: employee only about $14,979 at 4% or $9,986 at 6%; with 50% employer match about $9,986 at 4% or $6,658 at 6%; with 100% employer match about $7,490 at 4% or $4,993 at 6%.
Colonial Management Group 401K Plan-171$111,634$102,459$599iApproximate average salary by contribution assumption: employee only about $14,979 at 4% or $9,986 at 6%; with 50% employer match about $9,986 at 4% or $6,658 at 6%; with 100% employer match about $7,490 at 4% or $4,993 at 6%.