Civic Intelligence

Sherbrooke Capital II Inc.

Plan context: Sherbrooke Capital II 401(K) Savings Plan

EIN 20-8510366 • Wellesley, MA • 18 filings • 2 plans

33 Greenwood RoadWellesley, MA 02481
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,508,962

2024 Contributions

$40,186

Historical Graphs

Total Assets Over Time

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

$1,688,992$844,496$0200720162024YearValue
$1,508,962Latest year 2024

Participants Over Time

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

840200720162024YearValue
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$1,508,962$40,186$20,093iApproximate average salary by contribution assumption: employee only about $502,325 at 4% or $334,883 at 6%; with 50% employer match about $334,883 at 4% or $223,256 at 6%; with 100% employer match about $251,163 at 4% or $167,442 at 6%.
Sherbrooke Capital II 401(K) Savings Plan-2$1,508,962$40,186$20,093iApproximate average salary by contribution assumption: employee only about $502,325 at 4% or $334,883 at 6%; with 50% employer match about $334,883 at 4% or $223,256 at 6%; with 100% employer match about $251,163 at 4% or $167,442 at 6%.
202312$1,431,473$49,507$24,754iApproximate average salary by contribution assumption: employee only about $618,838 at 4% or $412,558 at 6%; with 50% employer match about $412,558 at 4% or $275,039 at 6%; with 100% employer match about $309,419 at 4% or $206,279 at 6%.
Sherbrooke Capital II 401(K) Savings Plan-2$1,431,473$49,507$24,754iApproximate average salary by contribution assumption: employee only about $618,838 at 4% or $412,558 at 6%; with 50% employer match about $412,558 at 4% or $275,039 at 6%; with 100% employer match about $309,419 at 4% or $206,279 at 6%.
202212$1,325,832$50,970$25,485iApproximate average salary by contribution assumption: employee only about $637,125 at 4% or $424,750 at 6%; with 50% employer match about $424,750 at 4% or $283,167 at 6%; with 100% employer match about $318,563 at 4% or $212,375 at 6%.
Sherbrooke Capital II 401(K) Savings Plan-2$1,325,832$50,970$25,485iApproximate average salary by contribution assumption: employee only about $637,125 at 4% or $424,750 at 6%; with 50% employer match about $424,750 at 4% or $283,167 at 6%; with 100% employer match about $318,563 at 4% or $212,375 at 6%.
202112$1,688,992$33,950$16,975iApproximate average salary by contribution assumption: employee only about $424,375 at 4% or $282,917 at 6%; with 50% employer match about $282,917 at 4% or $188,611 at 6%; with 100% employer match about $212,188 at 4% or $141,458 at 6%.
Sherbrooke Capital II 401(K) Savings Plan-2$1,688,992$33,950$16,975iApproximate average salary by contribution assumption: employee only about $424,375 at 4% or $282,917 at 6%; with 50% employer match about $282,917 at 4% or $188,611 at 6%; with 100% employer match about $212,188 at 4% or $141,458 at 6%.
202012$1,470,756$47,828$23,914iApproximate average salary by contribution assumption: employee only about $597,850 at 4% or $398,567 at 6%; with 50% employer match about $398,567 at 4% or $265,711 at 6%; with 100% employer match about $298,925 at 4% or $199,283 at 6%.
Sherbrooke Capital II 401(K) Savings Plan-2$1,470,756$47,828$23,914iApproximate average salary by contribution assumption: employee only about $597,850 at 4% or $398,567 at 6%; with 50% employer match about $398,567 at 4% or $265,711 at 6%; with 100% employer match about $298,925 at 4% or $199,283 at 6%.
201912$1,400,351$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Sherbrooke Capital II 401(K) Savings Plan-2$1,400,351$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201812$1,092,703$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
Sherbrooke Capital II 401(K) Savings Plan-2$1,092,703$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
201712$1,136,067$48,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
Sherbrooke Capital II 401(K) Savings Plan-2$1,136,067$48,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
201612$929,957$21,198$10,599iApproximate average salary by contribution assumption: employee only about $264,975 at 4% or $176,650 at 6%; with 50% employer match about $176,650 at 4% or $117,767 at 6%; with 100% employer match about $132,488 at 4% or $88,325 at 6%.
Sherbrooke Capital II 401(K) Savings Plan-2$929,957$21,198$10,599iApproximate average salary by contribution assumption: employee only about $264,975 at 4% or $176,650 at 6%; with 50% employer match about $176,650 at 4% or $117,767 at 6%; with 100% employer match about $132,488 at 4% or $88,325 at 6%.
201512$1,080,498$53,100$26,550iApproximate average salary by contribution assumption: employee only about $663,750 at 4% or $442,500 at 6%; with 50% employer match about $442,500 at 4% or $295,000 at 6%; with 100% employer match about $331,875 at 4% or $221,250 at 6%.
Sherbrooke Capital II 401(K) Savings Plan-2$1,080,498$53,100$26,550iApproximate average salary by contribution assumption: employee only about $663,750 at 4% or $442,500 at 6%; with 50% employer match about $442,500 at 4% or $295,000 at 6%; with 100% employer match about $331,875 at 4% or $221,250 at 6%.
201417$1,210,402$84,700$12,100iApproximate average salary by contribution assumption: employee only about $302,500 at 4% or $201,667 at 6%; with 50% employer match about $201,667 at 4% or $134,444 at 6%; with 100% employer match about $151,250 at 4% or $100,833 at 6%.
Sherbrooke Capital II 401(K) Savings Plan-7$1,210,402$84,700$12,100iApproximate average salary by contribution assumption: employee only about $302,500 at 4% or $201,667 at 6%; with 50% employer match about $201,667 at 4% or $134,444 at 6%; with 100% employer match about $151,250 at 4% or $100,833 at 6%.
201317$1,315,006$84,928$12,133iApproximate average salary by contribution assumption: employee only about $303,314 at 4% or $202,210 at 6%; with 50% employer match about $202,210 at 4% or $134,806 at 6%; with 100% employer match about $151,657 at 4% or $101,105 at 6%.
Sherbrooke Capital II 401(K) Savings Plan-7$1,315,006$84,928$12,133iApproximate average salary by contribution assumption: employee only about $303,314 at 4% or $202,210 at 6%; with 50% employer match about $202,210 at 4% or $134,806 at 6%; with 100% employer match about $151,657 at 4% or $101,105 at 6%.
201216$1,047,387$103,500$17,250iApproximate average salary by contribution assumption: employee only about $431,250 at 4% or $287,500 at 6%; with 50% employer match about $287,500 at 4% or $191,667 at 6%; with 100% employer match about $215,625 at 4% or $143,750 at 6%.
Sherbrooke Capital II 401(K) Savings Plan-6$1,047,387$103,500$17,250iApproximate average salary by contribution assumption: employee only about $431,250 at 4% or $287,500 at 6%; with 50% employer match about $287,500 at 4% or $191,667 at 6%; with 100% employer match about $215,625 at 4% or $143,750 at 6%.
201117$855,764$98,746$14,107iApproximate average salary by contribution assumption: employee only about $352,664 at 4% or $235,110 at 6%; with 50% employer match about $235,110 at 4% or $156,740 at 6%; with 100% employer match about $176,332 at 4% or $117,555 at 6%.
Sherbrooke Capital II 401(K) Savings Plan-7$855,764$98,746$14,107iApproximate average salary by contribution assumption: employee only about $352,664 at 4% or $235,110 at 6%; with 50% employer match about $235,110 at 4% or $156,740 at 6%; with 100% employer match about $176,332 at 4% or $117,555 at 6%.
201016$759,246$78,030$13,005iApproximate average salary by contribution assumption: employee only about $325,125 at 4% or $216,750 at 6%; with 50% employer match about $216,750 at 4% or $144,500 at 6%; with 100% employer match about $162,563 at 4% or $108,375 at 6%.
Sherbrooke Capital II 401(K) Savings Plan-6$759,246$78,030$13,005iApproximate average salary by contribution assumption: employee only about $325,125 at 4% or $216,750 at 6%; with 50% employer match about $216,750 at 4% or $144,500 at 6%; with 100% employer match about $162,563 at 4% or $108,375 at 6%.
200916$595,142$72,279$12,047iApproximate average salary by contribution assumption: employee only about $301,163 at 4% or $200,775 at 6%; with 50% employer match about $200,775 at 4% or $133,850 at 6%; with 100% employer match about $150,581 at 4% or $100,388 at 6%.
Sherbrooke Capital II 401(K) Savings Plan-6$595,142$72,279$12,047iApproximate average salary by contribution assumption: employee only about $301,163 at 4% or $200,775 at 6%; with 50% employer match about $200,775 at 4% or $133,850 at 6%; with 100% employer match about $150,581 at 4% or $100,388 at 6%.
200817$499,781$102,321$14,617iApproximate average salary by contribution assumption: employee only about $365,432 at 4% or $243,621 at 6%; with 50% employer match about $243,621 at 4% or $162,414 at 6%; with 100% employer match about $182,716 at 4% or $121,811 at 6%.
Sherbrooke Capital II 401(K) Savings Plan-7$499,781$102,321$14,617iApproximate average salary by contribution assumption: employee only about $365,432 at 4% or $243,621 at 6%; with 50% employer match about $243,621 at 4% or $162,414 at 6%; with 100% employer match about $182,716 at 4% or $121,811 at 6%.
200718$640,960$103,185$12,898iApproximate average salary by contribution assumption: employee only about $322,453 at 4% or $214,969 at 6%; with 50% employer match about $214,969 at 4% or $143,313 at 6%; with 100% employer match about $161,227 at 4% or $107,484 at 6%.
Sherbrooke Capital II 401(K) Savings Plan-8$640,960$103,185$12,898iApproximate average salary by contribution assumption: employee only about $322,453 at 4% or $214,969 at 6%; with 50% employer match about $214,969 at 4% or $143,313 at 6%; with 100% employer match about $161,227 at 4% or $107,484 at 6%.