Civic Intelligence

The Charter Oak Group, L.L.C.

Plan context: The Charter Oak Group, L.L.C. 401(K) Profit Sharing Plan

EIN 06-1590338 • Glastonbury, CT • 13 filings • 3 plans

114 Ridgewood RoadGlastonbury, CT 06033
Current Snapshot

Latest Year

2017

2017 Participants

3

2017 Assets

$1,922,709

2017 Contributions

$93,400

Historical Graphs

Total Assets Over Time

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

$1,922,709$961,355$0200520112016YearValue
$1,922,709Latest year 2016

Participants Over Time

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

320200520112016YearValue
3Latest 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
201710$0$93,400-
The Charter Oak Group, L.L.C. 401(K) Profit Sharing Plan-0$0$93,400-
201613$1,922,709$123,200$41,067iApproximate average salary by contribution assumption: employee only about $1,026,667 at 4% or $684,444 at 6%; with 50% employer match about $684,444 at 4% or $456,296 at 6%; with 100% employer match about $513,333 at 4% or $342,222 at 6%.
The Charter Oak Group, L.L.C. 401(K) Profit Sharing Plan-3$1,922,709$123,200$41,067iApproximate average salary by contribution assumption: employee only about $1,026,667 at 4% or $684,444 at 6%; with 50% employer match about $684,444 at 4% or $456,296 at 6%; with 100% employer match about $513,333 at 4% or $342,222 at 6%.
201513$1,705,902$123,200$41,067iApproximate average salary by contribution assumption: employee only about $1,026,667 at 4% or $684,444 at 6%; with 50% employer match about $684,444 at 4% or $456,296 at 6%; with 100% employer match about $513,333 at 4% or $342,222 at 6%.
The Charter Oak Group, L.L.C. 401(K) Profit Sharing Plan-3$1,705,902$123,200$41,067iApproximate average salary by contribution assumption: employee only about $1,026,667 at 4% or $684,444 at 6%; with 50% employer match about $684,444 at 4% or $456,296 at 6%; with 100% employer match about $513,333 at 4% or $342,222 at 6%.
201413$1,571,751$120,200$40,067iApproximate average salary by contribution assumption: employee only about $1,001,667 at 4% or $667,778 at 6%; with 50% employer match about $667,778 at 4% or $445,185 at 6%; with 100% employer match about $500,833 at 4% or $333,889 at 6%.
The Charter Oak Group, L.L.C. 401(K) Profit Sharing Plan-3$1,571,751$120,200$40,067iApproximate average salary by contribution assumption: employee only about $1,001,667 at 4% or $667,778 at 6%; with 50% employer match about $667,778 at 4% or $445,185 at 6%; with 100% employer match about $500,833 at 4% or $333,889 at 6%.
201313$1,358,462$118,200$39,400iApproximate average salary by contribution assumption: employee only about $985,000 at 4% or $656,667 at 6%; with 50% employer match about $656,667 at 4% or $437,778 at 6%; with 100% employer match about $492,500 at 4% or $328,333 at 6%.
The Charter Oak Group, L.L.C. 401(K) Profit Sharing Plan-3$1,358,462$118,200$39,400iApproximate average salary by contribution assumption: employee only about $985,000 at 4% or $656,667 at 6%; with 50% employer match about $656,667 at 4% or $437,778 at 6%; with 100% employer match about $492,500 at 4% or $328,333 at 6%.
201213$1,048,112$116,200$38,733iApproximate average salary by contribution assumption: employee only about $968,333 at 4% or $645,556 at 6%; with 50% employer match about $645,556 at 4% or $430,370 at 6%; with 100% employer match about $484,167 at 4% or $322,778 at 6%.
The Charter Oak Group, L.L.C. 401(K) Profit Sharing Plan-3$1,048,112$116,200$38,733iApproximate average salary by contribution assumption: employee only about $968,333 at 4% or $645,556 at 6%; with 50% employer match about $645,556 at 4% or $430,370 at 6%; with 100% employer match about $484,167 at 4% or $322,778 at 6%.
201113$819,642$114,200$38,067iApproximate average salary by contribution assumption: employee only about $951,667 at 4% or $634,444 at 6%; with 50% employer match about $634,444 at 4% or $422,963 at 6%; with 100% employer match about $475,833 at 4% or $317,222 at 6%.
The Charter Oak Group, L.L.C. 401(K) Profit Sharing Plan-3$819,642$114,200$38,067iApproximate average salary by contribution assumption: employee only about $951,667 at 4% or $634,444 at 6%; with 50% employer match about $634,444 at 4% or $422,963 at 6%; with 100% employer match about $475,833 at 4% or $317,222 at 6%.
201013$705,089$114,199$38,066iApproximate average salary by contribution assumption: employee only about $951,658 at 4% or $634,439 at 6%; with 50% employer match about $634,439 at 4% or $422,959 at 6%; with 100% employer match about $475,829 at 4% or $317,219 at 6%.
The Charter Oak Group, L.L.C. 401(K) Profit Sharing Plan-3$705,089$114,199$38,066iApproximate average salary by contribution assumption: employee only about $951,658 at 4% or $634,439 at 6%; with 50% employer match about $634,439 at 4% or $422,959 at 6%; with 100% employer match about $475,829 at 4% or $317,219 at 6%.
200913$502,690$112,699$37,566iApproximate average salary by contribution assumption: employee only about $939,158 at 4% or $626,106 at 6%; with 50% employer match about $626,106 at 4% or $417,404 at 6%; with 100% employer match about $469,579 at 4% or $313,053 at 6%.
The Charter Oak Group, L.L.C. 401(K) Profit Sharing Plan-3$502,690$112,699$37,566iApproximate average salary by contribution assumption: employee only about $939,158 at 4% or $626,106 at 6%; with 50% employer match about $626,106 at 4% or $417,404 at 6%; with 100% employer match about $469,579 at 4% or $313,053 at 6%.
200813$341,923$102,199$34,066iApproximate average salary by contribution assumption: employee only about $851,658 at 4% or $567,772 at 6%; with 50% employer match about $567,772 at 4% or $378,515 at 6%; with 100% employer match about $425,829 at 4% or $283,886 at 6%.
The Charter Oak Group, L.L.C. 401(K) Profit Sharing Plan-3$341,923$102,199$34,066iApproximate average salary by contribution assumption: employee only about $851,658 at 4% or $567,772 at 6%; with 50% employer match about $567,772 at 4% or $378,515 at 6%; with 100% employer match about $425,829 at 4% or $283,886 at 6%.
200713$0$0-
The Charter Oak Group, L.L.C. 401(K) Profit Sharing Plan-3---
200613$261,233$85,513$28,504iApproximate average salary by contribution assumption: employee only about $712,608 at 4% or $475,072 at 6%; with 50% employer match about $475,072 at 4% or $316,715 at 6%; with 100% employer match about $356,304 at 4% or $237,536 at 6%.
The Charter Oak Group, L.L.C. 401(K) Profit Sharing Plan-3$261,233$85,513$28,504iApproximate average salary by contribution assumption: employee only about $712,608 at 4% or $475,072 at 6%; with 50% employer match about $475,072 at 4% or $316,715 at 6%; with 100% employer match about $356,304 at 4% or $237,536 at 6%.
200513$147,236$46,000$15,333iApproximate average salary by contribution assumption: employee only about $383,333 at 4% or $255,556 at 6%; with 50% employer match about $255,556 at 4% or $170,370 at 6%; with 100% employer match about $191,667 at 4% or $127,778 at 6%.
The Charter Oak Group, L.L.C. 401(K) Profit Sharing Plan-3$147,236$46,000$15,333iApproximate average salary by contribution assumption: employee only about $383,333 at 4% or $255,556 at 6%; with 50% employer match about $255,556 at 4% or $170,370 at 6%; with 100% employer match about $191,667 at 4% or $127,778 at 6%.