Civic Intelligence

Colonial Wealth Management

Plan context: Colonial Wealth Management 401(K) Plan

EIN 26-1220042 • Boston, MA • 3 filings • 2 plans

265 Franklin Street 16th FloorBoston, MA 02110
Current Snapshot

Latest Year

2010

2010 Participants

2

2010 Assets

$68,210

2010 Contributions

$25,701

Historical Graphs

Total Assets Over Time

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

$68,210$34,105$020082009YearValue
$68,210Latest year 2009

Participants Over Time

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

21020082009YearValue
2Latest year 2009

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
201010$0$0-
Colonial Wealth Management 401(K) Plan-0---
200912$68,210$25,701$12,851iApproximate average salary by contribution assumption: employee only about $321,263 at 4% or $214,175 at 6%; with 50% employer match about $214,175 at 4% or $142,783 at 6%; with 100% employer match about $160,631 at 4% or $107,088 at 6%.
Colonial Wealth Management 401(K) Plan-2$68,210$25,701$12,851iApproximate average salary by contribution assumption: employee only about $321,263 at 4% or $214,175 at 6%; with 50% employer match about $214,175 at 4% or $142,783 at 6%; with 100% employer match about $160,631 at 4% or $107,088 at 6%.
200812$27,272$37,541$18,771iApproximate average salary by contribution assumption: employee only about $469,263 at 4% or $312,842 at 6%; with 50% employer match about $312,842 at 4% or $208,561 at 6%; with 100% employer match about $234,631 at 4% or $156,421 at 6%.
Colonial Wealth Management 401(K) Plan-2$27,272$37,541$18,771iApproximate average salary by contribution assumption: employee only about $469,263 at 4% or $312,842 at 6%; with 50% employer match about $312,842 at 4% or $208,561 at 6%; with 100% employer match about $234,631 at 4% or $156,421 at 6%.