Civic Intelligence

The Concord Advisory Group Ltd.

Plan context: Concord Advisory Group Retirement Savings Plan

EIN 22-3039644 • Princeton, NJ • 24 filings • 1 plans

700 Alexander ParkSuite 203Princeton, NJ 08540
Current Snapshot

Latest Year

2024

2024 Participants

34

2024 Assets

$14,187,237

2024 Contributions

$755,799

Historical Graphs

Total Assets Over Time

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

$14,187,237$7,093,619$0200120132024YearValue
$14,187,237Latest year 2024

Participants Over Time

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

34170200120132024YearValue
34Latest 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
2024134$14,187,237$755,799$22,229iApproximate average salary by contribution assumption: employee only about $555,735 at 4% or $370,490 at 6%; with 50% employer match about $370,490 at 4% or $246,993 at 6%; with 100% employer match about $277,867 at 4% or $185,245 at 6%.
Concord Advisory Group Retirement Savings Plan-34$14,187,237$755,799$22,229iApproximate average salary by contribution assumption: employee only about $555,735 at 4% or $370,490 at 6%; with 50% employer match about $370,490 at 4% or $246,993 at 6%; with 100% employer match about $277,867 at 4% or $185,245 at 6%.
2023133$11,687,906$664,854$20,147iApproximate average salary by contribution assumption: employee only about $503,677 at 4% or $335,785 at 6%; with 50% employer match about $335,785 at 4% or $223,857 at 6%; with 100% employer match about $251,839 at 4% or $167,892 at 6%.
Concord Advisory Group Retirement Savings Plan-33$11,687,906$664,854$20,147iApproximate average salary by contribution assumption: employee only about $503,677 at 4% or $335,785 at 6%; with 50% employer match about $335,785 at 4% or $223,857 at 6%; with 100% employer match about $251,839 at 4% or $167,892 at 6%.
2022129$9,334,841$649,429$22,394iApproximate average salary by contribution assumption: employee only about $559,853 at 4% or $373,235 at 6%; with 50% employer match about $373,235 at 4% or $248,823 at 6%; with 100% employer match about $279,926 at 4% or $186,618 at 6%.
Concord Advisory Group Retirement Savings Plan-29$9,334,841$649,429$22,394iApproximate average salary by contribution assumption: employee only about $559,853 at 4% or $373,235 at 6%; with 50% employer match about $373,235 at 4% or $248,823 at 6%; with 100% employer match about $279,926 at 4% or $186,618 at 6%.
2021132$11,065,987$602,093$18,815iApproximate average salary by contribution assumption: employee only about $470,385 at 4% or $313,590 at 6%; with 50% employer match about $313,590 at 4% or $209,060 at 6%; with 100% employer match about $235,193 at 4% or $156,795 at 6%.
Concord Advisory Group Retirement Savings Plan-32$11,065,987$602,093$18,815iApproximate average salary by contribution assumption: employee only about $470,385 at 4% or $313,590 at 6%; with 50% employer match about $313,590 at 4% or $209,060 at 6%; with 100% employer match about $235,193 at 4% or $156,795 at 6%.
2020130$9,145,152$559,725$18,658iApproximate average salary by contribution assumption: employee only about $466,438 at 4% or $310,958 at 6%; with 50% employer match about $310,958 at 4% or $207,306 at 6%; with 100% employer match about $233,219 at 4% or $155,479 at 6%.
Concord Advisory Group Retirement Savings Plan-30$9,145,152$559,725$18,658iApproximate average salary by contribution assumption: employee only about $466,438 at 4% or $310,958 at 6%; with 50% employer match about $310,958 at 4% or $207,306 at 6%; with 100% employer match about $233,219 at 4% or $155,479 at 6%.
2019130$7,238,907$518,589$17,286iApproximate average salary by contribution assumption: employee only about $432,158 at 4% or $288,105 at 6%; with 50% employer match about $288,105 at 4% or $192,070 at 6%; with 100% employer match about $216,079 at 4% or $144,053 at 6%.
Concord Advisory Group Retirement Savings Plan-30$7,238,907$518,589$17,286iApproximate average salary by contribution assumption: employee only about $432,158 at 4% or $288,105 at 6%; with 50% employer match about $288,105 at 4% or $192,070 at 6%; with 100% employer match about $216,079 at 4% or $144,053 at 6%.
2018130$5,547,532$485,994$16,200iApproximate average salary by contribution assumption: employee only about $404,995 at 4% or $269,997 at 6%; with 50% employer match about $269,997 at 4% or $179,998 at 6%; with 100% employer match about $202,498 at 4% or $134,998 at 6%.
Concord Advisory Group Retirement Savings Plan-30$5,547,532$485,994$16,200iApproximate average salary by contribution assumption: employee only about $404,995 at 4% or $269,997 at 6%; with 50% employer match about $269,997 at 4% or $179,998 at 6%; with 100% employer match about $202,498 at 4% or $134,998 at 6%.
2017130$5,648,947$864,165$28,806iApproximate average salary by contribution assumption: employee only about $720,138 at 4% or $480,092 at 6%; with 50% employer match about $480,092 at 4% or $320,061 at 6%; with 100% employer match about $360,069 at 4% or $240,046 at 6%.
Concord Advisory Group Retirement Savings Plan-30$5,648,947$864,165$28,806iApproximate average salary by contribution assumption: employee only about $720,138 at 4% or $480,092 at 6%; with 50% employer match about $480,092 at 4% or $320,061 at 6%; with 100% employer match about $360,069 at 4% or $240,046 at 6%.
2016126$4,183,317$392,238$15,086iApproximate average salary by contribution assumption: employee only about $377,152 at 4% or $251,435 at 6%; with 50% employer match about $251,435 at 4% or $167,623 at 6%; with 100% employer match about $188,576 at 4% or $125,717 at 6%.
Concord Advisory Group Retirement Savings Plan-26$4,183,317$392,238$15,086iApproximate average salary by contribution assumption: employee only about $377,152 at 4% or $251,435 at 6%; with 50% employer match about $251,435 at 4% or $167,623 at 6%; with 100% employer match about $188,576 at 4% or $125,717 at 6%.
2015122$3,758,671$404,693$18,395iApproximate average salary by contribution assumption: employee only about $459,878 at 4% or $306,586 at 6%; with 50% employer match about $306,586 at 4% or $204,390 at 6%; with 100% employer match about $229,939 at 4% or $153,293 at 6%.
Concord Advisory Group Retirement Savings Plan-22$3,758,671$404,693$18,395iApproximate average salary by contribution assumption: employee only about $459,878 at 4% or $306,586 at 6%; with 50% employer match about $306,586 at 4% or $204,390 at 6%; with 100% employer match about $229,939 at 4% or $153,293 at 6%.
2014126$3,428,923$363,953$13,998iApproximate average salary by contribution assumption: employee only about $349,955 at 4% or $233,303 at 6%; with 50% employer match about $233,303 at 4% or $155,535 at 6%; with 100% employer match about $174,977 at 4% or $116,652 at 6%.
Concord Advisory Group Retirement Savings Plan-26$3,428,923$363,953$13,998iApproximate average salary by contribution assumption: employee only about $349,955 at 4% or $233,303 at 6%; with 50% employer match about $233,303 at 4% or $155,535 at 6%; with 100% employer match about $174,977 at 4% or $116,652 at 6%.
2013124$2,929,214$306,158$12,757iApproximate average salary by contribution assumption: employee only about $318,915 at 4% or $212,610 at 6%; with 50% employer match about $212,610 at 4% or $141,740 at 6%; with 100% employer match about $159,457 at 4% or $106,305 at 6%.
Concord Advisory Group Retirement Savings Plan-24$2,929,214$306,158$12,757iApproximate average salary by contribution assumption: employee only about $318,915 at 4% or $212,610 at 6%; with 50% employer match about $212,610 at 4% or $141,740 at 6%; with 100% employer match about $159,457 at 4% or $106,305 at 6%.
2012119$2,405,970$303,429$15,970iApproximate average salary by contribution assumption: employee only about $399,249 at 4% or $266,166 at 6%; with 50% employer match about $266,166 at 4% or $177,444 at 6%; with 100% employer match about $199,624 at 4% or $133,083 at 6%.
Concord Advisory Group Retirement Savings Plan-19$2,405,970$303,429$15,970iApproximate average salary by contribution assumption: employee only about $399,249 at 4% or $266,166 at 6%; with 50% employer match about $266,166 at 4% or $177,444 at 6%; with 100% employer match about $199,624 at 4% or $133,083 at 6%.
2011118$1,860,802$288,940$16,052iApproximate average salary by contribution assumption: employee only about $401,306 at 4% or $267,537 at 6%; with 50% employer match about $267,537 at 4% or $178,358 at 6%; with 100% employer match about $200,653 at 4% or $133,769 at 6%.
Concord Advisory Group Retirement Savings Plan-18$1,860,802$288,940$16,052iApproximate average salary by contribution assumption: employee only about $401,306 at 4% or $267,537 at 6%; with 50% employer match about $267,537 at 4% or $178,358 at 6%; with 100% employer match about $200,653 at 4% or $133,769 at 6%.
2010120$1,817,875$269,808$13,490iApproximate average salary by contribution assumption: employee only about $337,260 at 4% or $224,840 at 6%; with 50% employer match about $224,840 at 4% or $149,893 at 6%; with 100% employer match about $168,630 at 4% or $112,420 at 6%.
Concord Advisory Group Retirement Savings Plan-20$1,817,875$269,808$13,490iApproximate average salary by contribution assumption: employee only about $337,260 at 4% or $224,840 at 6%; with 50% employer match about $224,840 at 4% or $149,893 at 6%; with 100% employer match about $168,630 at 4% or $112,420 at 6%.
2009121$1,366,924$262,501$12,500iApproximate average salary by contribution assumption: employee only about $312,501 at 4% or $208,334 at 6%; with 50% employer match about $208,334 at 4% or $138,889 at 6%; with 100% employer match about $156,251 at 4% or $104,167 at 6%.
Concord Advisory Group Retirement Savings Plan-21$1,366,924$262,501$12,500iApproximate average salary by contribution assumption: employee only about $312,501 at 4% or $208,334 at 6%; with 50% employer match about $208,334 at 4% or $138,889 at 6%; with 100% employer match about $156,251 at 4% or $104,167 at 6%.
2008120$831,729$243,025$12,151iApproximate average salary by contribution assumption: employee only about $303,781 at 4% or $202,521 at 6%; with 50% employer match about $202,521 at 4% or $135,014 at 6%; with 100% employer match about $151,891 at 4% or $101,260 at 6%.
Concord Advisory Group Retirement Savings Plan-20$831,729$243,025$12,151iApproximate average salary by contribution assumption: employee only about $303,781 at 4% or $202,521 at 6%; with 50% employer match about $202,521 at 4% or $135,014 at 6%; with 100% employer match about $151,891 at 4% or $101,260 at 6%.
2007118$1,048,969$212,606$11,811iApproximate average salary by contribution assumption: employee only about $295,286 at 4% or $196,857 at 6%; with 50% employer match about $196,857 at 4% or $131,238 at 6%; with 100% employer match about $147,643 at 4% or $98,429 at 6%.
Concord Advisory Group Retirement Savings Plan-18$1,048,969$212,606$11,811iApproximate average salary by contribution assumption: employee only about $295,286 at 4% or $196,857 at 6%; with 50% employer match about $196,857 at 4% or $131,238 at 6%; with 100% employer match about $147,643 at 4% or $98,429 at 6%.
2006116$782,687$184,586$11,537iApproximate average salary by contribution assumption: employee only about $288,416 at 4% or $192,277 at 6%; with 50% employer match about $192,277 at 4% or $128,185 at 6%; with 100% employer match about $144,208 at 4% or $96,139 at 6%.
Concord Advisory Group Retirement Savings Plan-16$782,687$184,586$11,537iApproximate average salary by contribution assumption: employee only about $288,416 at 4% or $192,277 at 6%; with 50% employer match about $192,277 at 4% or $128,185 at 6%; with 100% employer match about $144,208 at 4% or $96,139 at 6%.
2005114$516,737$142,399$10,171iApproximate average salary by contribution assumption: employee only about $254,284 at 4% or $169,523 at 6%; with 50% employer match about $169,523 at 4% or $113,015 at 6%; with 100% employer match about $127,142 at 4% or $84,761 at 6%.
Concord Advisory Group Retirement Savings Plan-14$516,737$142,399$10,171iApproximate average salary by contribution assumption: employee only about $254,284 at 4% or $169,523 at 6%; with 50% employer match about $169,523 at 4% or $113,015 at 6%; with 100% employer match about $127,142 at 4% or $84,761 at 6%.
2004114$331,775$98,984$7,070iApproximate average salary by contribution assumption: employee only about $176,757 at 4% or $117,838 at 6%; with 50% employer match about $117,838 at 4% or $78,559 at 6%; with 100% employer match about $88,379 at 4% or $58,919 at 6%.
Concord Advisory Group Retirement Savings Plan-14$331,775$98,984$7,070iApproximate average salary by contribution assumption: employee only about $176,757 at 4% or $117,838 at 6%; with 50% employer match about $117,838 at 4% or $78,559 at 6%; with 100% employer match about $88,379 at 4% or $58,919 at 6%.
2003111$200,928$84,602$7,691iApproximate average salary by contribution assumption: employee only about $192,277 at 4% or $128,185 at 6%; with 50% employer match about $128,185 at 4% or $85,457 at 6%; with 100% employer match about $96,139 at 4% or $64,092 at 6%.
Concord Advisory Group Retirement Savings Plan-11$200,928$84,602$7,691iApproximate average salary by contribution assumption: employee only about $192,277 at 4% or $128,185 at 6%; with 50% employer match about $128,185 at 4% or $85,457 at 6%; with 100% employer match about $96,139 at 4% or $64,092 at 6%.
200217$78,505$64,227$9,175iApproximate average salary by contribution assumption: employee only about $229,382 at 4% or $152,921 at 6%; with 50% employer match about $152,921 at 4% or $101,948 at 6%; with 100% employer match about $114,691 at 4% or $76,461 at 6%.
Concord Advisory Group Retirement Savings Plan-7$78,505$64,227$9,175iApproximate average salary by contribution assumption: employee only about $229,382 at 4% or $152,921 at 6%; with 50% employer match about $152,921 at 4% or $101,948 at 6%; with 100% employer match about $114,691 at 4% or $76,461 at 6%.
200118$29,394$29,154$3,644iApproximate average salary by contribution assumption: employee only about $91,106 at 4% or $60,738 at 6%; with 50% employer match about $60,738 at 4% or $40,492 at 6%; with 100% employer match about $45,553 at 4% or $30,369 at 6%.
Concord Advisory Group Retirement Savings Plan-8$29,394$29,154$3,644iApproximate average salary by contribution assumption: employee only about $91,106 at 4% or $60,738 at 6%; with 50% employer match about $60,738 at 4% or $40,492 at 6%; with 100% employer match about $45,553 at 4% or $30,369 at 6%.