Civic Intelligence

Dartmouth Capital LLC

Plan context: Dartmouth Capital LLC 401 K Profit Sharing Plan Trust

EIN 20-1436636 • Boston, MA • 11 filings • 2 plans

198 Tremont St Pmb 444Boston, MA 02116-4705
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$746,581

2024 Contributions

$42,200

Historical Graphs

Total Assets Over Time

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

$746,581$373,291$0201320182024YearValue
$746,581Latest year 2024

Participants Over Time

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

320201320182024YearValue
2Latest 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
202412$746,581$42,200$21,100iApproximate average salary by contribution assumption: employee only about $527,500 at 4% or $351,667 at 6%; with 50% employer match about $351,667 at 4% or $234,444 at 6%; with 100% employer match about $263,750 at 4% or $175,833 at 6%.
Dartmouth Capital LLC 401 K Profit Sharing Plan Trust-2$746,581$42,200$21,100iApproximate average salary by contribution assumption: employee only about $527,500 at 4% or $351,667 at 6%; with 50% employer match about $351,667 at 4% or $234,444 at 6%; with 100% employer match about $263,750 at 4% or $175,833 at 6%.
202312$614,115$41,700$20,850iApproximate average salary by contribution assumption: employee only about $521,250 at 4% or $347,500 at 6%; with 50% employer match about $347,500 at 4% or $231,667 at 6%; with 100% employer match about $260,625 at 4% or $173,750 at 6%.
Dartmouth Capital LLC 401 K Profit Sharing Plan Trust-2$614,115$41,700$20,850iApproximate average salary by contribution assumption: employee only about $521,250 at 4% or $347,500 at 6%; with 50% employer match about $347,500 at 4% or $231,667 at 6%; with 100% employer match about $260,625 at 4% or $173,750 at 6%.
202212$473,192$39,700$19,850iApproximate average salary by contribution assumption: employee only about $496,250 at 4% or $330,833 at 6%; with 50% employer match about $330,833 at 4% or $220,556 at 6%; with 100% employer match about $248,125 at 4% or $165,417 at 6%.
Dartmouth Capital LLC 401 K Profit Sharing Plan Trust-2$473,192$39,700$19,850iApproximate average salary by contribution assumption: employee only about $496,250 at 4% or $330,833 at 6%; with 50% employer match about $330,833 at 4% or $220,556 at 6%; with 100% employer match about $248,125 at 4% or $165,417 at 6%.
202012$424,819$39,715$19,858iApproximate average salary by contribution assumption: employee only about $496,438 at 4% or $330,958 at 6%; with 50% employer match about $330,958 at 4% or $220,639 at 6%; with 100% employer match about $248,219 at 4% or $165,479 at 6%.
Dartmouth Capital LLC 401 K Profit Sharing Plan Trust-2$424,819$39,715$19,858iApproximate average salary by contribution assumption: employee only about $496,438 at 4% or $330,958 at 6%; with 50% employer match about $330,958 at 4% or $220,639 at 6%; with 100% employer match about $248,219 at 4% or $165,479 at 6%.
201912$313,664$50,505$25,253iApproximate average salary by contribution assumption: employee only about $631,313 at 4% or $420,875 at 6%; with 50% employer match about $420,875 at 4% or $280,583 at 6%; with 100% employer match about $315,656 at 4% or $210,438 at 6%.
Dartmouth Capital LLC 401 K Profit Sharing Plan Trust-2$313,664$50,505$25,253iApproximate average salary by contribution assumption: employee only about $631,313 at 4% or $420,875 at 6%; with 50% employer match about $420,875 at 4% or $280,583 at 6%; with 100% employer match about $315,656 at 4% or $210,438 at 6%.
201812$208,588$46,118$23,059iApproximate average salary by contribution assumption: employee only about $576,475 at 4% or $384,317 at 6%; with 50% employer match about $384,317 at 4% or $256,211 at 6%; with 100% employer match about $288,238 at 4% or $192,158 at 6%.
Dartmouth Capital LLC 401 K Profit Sharing Plan Trust-2$208,588$46,118$23,059iApproximate average salary by contribution assumption: employee only about $576,475 at 4% or $384,317 at 6%; with 50% employer match about $384,317 at 4% or $256,211 at 6%; with 100% employer match about $288,238 at 4% or $192,158 at 6%.
201712$174,608$38,863$19,432iApproximate average salary by contribution assumption: employee only about $485,788 at 4% or $323,858 at 6%; with 50% employer match about $323,858 at 4% or $215,906 at 6%; with 100% employer match about $242,894 at 4% or $161,929 at 6%.
Dartmouth Capital LLC 401 K Profit Sharing Plan Trust-2$174,608$38,863$19,432iApproximate average salary by contribution assumption: employee only about $485,788 at 4% or $323,858 at 6%; with 50% employer match about $323,858 at 4% or $215,906 at 6%; with 100% employer match about $242,894 at 4% or $161,929 at 6%.
201613$135,027$38,992$12,997iApproximate average salary by contribution assumption: employee only about $324,933 at 4% or $216,622 at 6%; with 50% employer match about $216,622 at 4% or $144,415 at 6%; with 100% employer match about $162,467 at 4% or $108,311 at 6%.
Dartmouth Capital LLC 401 K Profit Sharing Plan Trust-3$135,027$38,992$12,997iApproximate average salary by contribution assumption: employee only about $324,933 at 4% or $216,622 at 6%; with 50% employer match about $216,622 at 4% or $144,415 at 6%; with 100% employer match about $162,467 at 4% or $108,311 at 6%.
201513$88,128$33,664$11,221iApproximate average salary by contribution assumption: employee only about $280,533 at 4% or $187,022 at 6%; with 50% employer match about $187,022 at 4% or $124,681 at 6%; with 100% employer match about $140,267 at 4% or $93,511 at 6%.
Dartmouth Capital LLC 401 K Profit Sharing Plan Trust-3$88,128$33,664$11,221iApproximate average salary by contribution assumption: employee only about $280,533 at 4% or $187,022 at 6%; with 50% employer match about $187,022 at 4% or $124,681 at 6%; with 100% employer match about $140,267 at 4% or $93,511 at 6%.
201413$75,221$44,316$14,772iApproximate average salary by contribution assumption: employee only about $369,300 at 4% or $246,200 at 6%; with 50% employer match about $246,200 at 4% or $164,133 at 6%; with 100% employer match about $184,650 at 4% or $123,100 at 6%.
Dartmouth Capital LLC 401 K Profit Sharing Plan Trust-3$75,221$44,316$14,772iApproximate average salary by contribution assumption: employee only about $369,300 at 4% or $246,200 at 6%; with 50% employer match about $246,200 at 4% or $164,133 at 6%; with 100% employer match about $184,650 at 4% or $123,100 at 6%.
201313$26,092$25,287$8,429iApproximate average salary by contribution assumption: employee only about $210,725 at 4% or $140,483 at 6%; with 50% employer match about $140,483 at 4% or $93,656 at 6%; with 100% employer match about $105,363 at 4% or $70,242 at 6%.
Dartmouth Capital LLC 401 K Profit Sharing Plan Trust-3$26,092$25,287$8,429iApproximate average salary by contribution assumption: employee only about $210,725 at 4% or $140,483 at 6%; with 50% employer match about $140,483 at 4% or $93,656 at 6%; with 100% employer match about $105,363 at 4% or $70,242 at 6%.