Civic Intelligence

Loring, Wolcott & Coolidge Trust LLC

Plan context: Loring, Wolcott & Coolidge Office Retirement Savings Plan

EIN 27-3396508 • 15 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

95

2024 Assets

$41,993,125

2024 Contributions

$3,991,080

Historical Graphs

Total Assets Over Time

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

$41,993,125$20,996,563$0201020172024YearValue
$41,993,125Latest year 2024

Participants Over Time

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

95480201020172024YearValue
95Latest 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
2024195$41,993,125$3,991,080$42,011iApproximate average salary by contribution assumption: employee only about $1,050,284 at 4% or $700,189 at 6%; with 50% employer match about $700,189 at 4% or $466,793 at 6%; with 100% employer match about $525,142 at 4% or $350,095 at 6%.
Loring, Wolcott & Coolidge Office Retirement Savings Plan-95$41,993,125$3,991,080$42,011iApproximate average salary by contribution assumption: employee only about $1,050,284 at 4% or $700,189 at 6%; with 50% employer match about $700,189 at 4% or $466,793 at 6%; with 100% employer match about $525,142 at 4% or $350,095 at 6%.
2023194$33,066,704$2,342,559$24,921iApproximate average salary by contribution assumption: employee only about $623,021 at 4% or $415,347 at 6%; with 50% employer match about $415,347 at 4% or $276,898 at 6%; with 100% employer match about $311,511 at 4% or $207,674 at 6%.
Loring, Wolcott & Coolidge Office Retirement Savings Plan-94$33,066,704$2,342,559$24,921iApproximate average salary by contribution assumption: employee only about $623,021 at 4% or $415,347 at 6%; with 50% employer match about $415,347 at 4% or $276,898 at 6%; with 100% employer match about $311,511 at 4% or $207,674 at 6%.
2022192$25,306,632$2,191,242$23,818iApproximate average salary by contribution assumption: employee only about $595,446 at 4% or $396,964 at 6%; with 50% employer match about $396,964 at 4% or $264,643 at 6%; with 100% employer match about $297,723 at 4% or $198,482 at 6%.
Loring, Wolcott & Coolidge Office Retirement Savings Plan-92$25,306,632$2,191,242$23,818iApproximate average salary by contribution assumption: employee only about $595,446 at 4% or $396,964 at 6%; with 50% employer match about $396,964 at 4% or $264,643 at 6%; with 100% employer match about $297,723 at 4% or $198,482 at 6%.
2021185$37,810,354$1,798,171$21,155iApproximate average salary by contribution assumption: employee only about $528,874 at 4% or $352,583 at 6%; with 50% employer match about $352,583 at 4% or $235,055 at 6%; with 100% employer match about $264,437 at 4% or $176,291 at 6%.
Loring, Wolcott & Coolidge Office Retirement Savings Plan-85$37,810,354$1,798,171$21,155iApproximate average salary by contribution assumption: employee only about $528,874 at 4% or $352,583 at 6%; with 50% employer match about $352,583 at 4% or $235,055 at 6%; with 100% employer match about $264,437 at 4% or $176,291 at 6%.
2020181$34,544,106$1,871,278$23,102iApproximate average salary by contribution assumption: employee only about $577,555 at 4% or $385,037 at 6%; with 50% employer match about $385,037 at 4% or $256,691 at 6%; with 100% employer match about $288,777 at 4% or $192,518 at 6%.
Loring, Wolcott & Coolidge Office Retirement Savings Plan-81$34,544,106$1,871,278$23,102iApproximate average salary by contribution assumption: employee only about $577,555 at 4% or $385,037 at 6%; with 50% employer match about $385,037 at 4% or $256,691 at 6%; with 100% employer match about $288,777 at 4% or $192,518 at 6%.
2019182$28,343,749$2,947,429$35,944iApproximate average salary by contribution assumption: employee only about $898,606 at 4% or $599,071 at 6%; with 50% employer match about $599,071 at 4% or $399,381 at 6%; with 100% employer match about $449,303 at 4% or $299,535 at 6%.
Loring, Wolcott & Coolidge Office Retirement Savings Plan-82$28,343,749$2,947,429$35,944iApproximate average salary by contribution assumption: employee only about $898,606 at 4% or $599,071 at 6%; with 50% employer match about $599,071 at 4% or $399,381 at 6%; with 100% employer match about $449,303 at 4% or $299,535 at 6%.
2018177$20,241,232$1,311,708$17,035iApproximate average salary by contribution assumption: employee only about $425,879 at 4% or $283,919 at 6%; with 50% employer match about $283,919 at 4% or $189,280 at 6%; with 100% employer match about $212,940 at 4% or $141,960 at 6%.
Loring, Wolcott & Coolidge Office Retirement Savings Plan-77$20,241,232$1,311,708$17,035iApproximate average salary by contribution assumption: employee only about $425,879 at 4% or $283,919 at 6%; with 50% employer match about $283,919 at 4% or $189,280 at 6%; with 100% employer match about $212,940 at 4% or $141,960 at 6%.
2017179$20,612,136$1,631,095$20,647iApproximate average salary by contribution assumption: employee only about $516,169 at 4% or $344,113 at 6%; with 50% employer match about $344,113 at 4% or $229,409 at 6%; with 100% employer match about $258,085 at 4% or $172,056 at 6%.
Loring, Wolcott & Coolidge Office Retirement Savings Plan-79$20,612,136$1,631,095$20,647iApproximate average salary by contribution assumption: employee only about $516,169 at 4% or $344,113 at 6%; with 50% employer match about $344,113 at 4% or $229,409 at 6%; with 100% employer match about $258,085 at 4% or $172,056 at 6%.
2016180$16,307,168$1,266,776$15,835iApproximate average salary by contribution assumption: employee only about $395,868 at 4% or $263,912 at 6%; with 50% employer match about $263,912 at 4% or $175,941 at 6%; with 100% employer match about $197,934 at 4% or $131,956 at 6%.
Loring, Wolcott & Coolidge Office Retirement Savings Plan-80$16,307,168$1,266,776$15,835iApproximate average salary by contribution assumption: employee only about $395,868 at 4% or $263,912 at 6%; with 50% employer match about $263,912 at 4% or $175,941 at 6%; with 100% employer match about $197,934 at 4% or $131,956 at 6%.
2015176$16,572,594$1,171,700$15,417iApproximate average salary by contribution assumption: employee only about $385,428 at 4% or $256,952 at 6%; with 50% employer match about $256,952 at 4% or $171,301 at 6%; with 100% employer match about $192,714 at 4% or $128,476 at 6%.
Loring, Wolcott & Coolidge Office Retirement Savings Plan-76$16,572,594$1,171,700$15,417iApproximate average salary by contribution assumption: employee only about $385,428 at 4% or $256,952 at 6%; with 50% employer match about $256,952 at 4% or $171,301 at 6%; with 100% employer match about $192,714 at 4% or $128,476 at 6%.
2014180$16,744,451$1,326,458$16,581iApproximate average salary by contribution assumption: employee only about $414,518 at 4% or $276,345 at 6%; with 50% employer match about $276,345 at 4% or $184,230 at 6%; with 100% employer match about $207,259 at 4% or $138,173 at 6%.
Loring, Wolcott & Coolidge Office Retirement Savings Plan-80$16,744,451$1,326,458$16,581iApproximate average salary by contribution assumption: employee only about $414,518 at 4% or $276,345 at 6%; with 50% employer match about $276,345 at 4% or $184,230 at 6%; with 100% employer match about $207,259 at 4% or $138,173 at 6%.
2013172$15,550,727$1,236,992$17,180iApproximate average salary by contribution assumption: employee only about $429,511 at 4% or $286,341 at 6%; with 50% employer match about $286,341 at 4% or $190,894 at 6%; with 100% employer match about $214,756 at 4% or $143,170 at 6%.
Loring, Wolcott & Coolidge Office Retirement Savings Plan-72$15,550,727$1,236,992$17,180iApproximate average salary by contribution assumption: employee only about $429,511 at 4% or $286,341 at 6%; with 50% employer match about $286,341 at 4% or $190,894 at 6%; with 100% employer match about $214,756 at 4% or $143,170 at 6%.
2012170$11,794,412$1,017,588$14,537iApproximate average salary by contribution assumption: employee only about $363,424 at 4% or $242,283 at 6%; with 50% employer match about $242,283 at 4% or $161,522 at 6%; with 100% employer match about $181,712 at 4% or $121,141 at 6%.
Loring, Wolcott & Coolidge Office Retirement Savings Plan-70$11,794,412$1,017,588$14,537iApproximate average salary by contribution assumption: employee only about $363,424 at 4% or $242,283 at 6%; with 50% employer match about $242,283 at 4% or $161,522 at 6%; with 100% employer match about $181,712 at 4% or $121,141 at 6%.
2011173$10,500,523$1,435,435$19,663iApproximate average salary by contribution assumption: employee only about $491,587 at 4% or $327,725 at 6%; with 50% employer match about $327,725 at 4% or $218,483 at 6%; with 100% employer match about $245,794 at 4% or $163,862 at 6%.
Loring, Wolcott & Coolidge Office Retirement Savings Plan-73$10,500,523$1,435,435$19,663iApproximate average salary by contribution assumption: employee only about $491,587 at 4% or $327,725 at 6%; with 50% employer match about $327,725 at 4% or $218,483 at 6%; with 100% employer match about $245,794 at 4% or $163,862 at 6%.
2010177$10,536,655$981,518$12,747iApproximate average salary by contribution assumption: employee only about $318,675 at 4% or $212,450 at 6%; with 50% employer match about $212,450 at 4% or $141,633 at 6%; with 100% employer match about $159,337 at 4% or $106,225 at 6%.
Loring, Wolcott & Coolidge Office Retirement Savings Plan-77$10,536,655$981,518$12,747iApproximate average salary by contribution assumption: employee only about $318,675 at 4% or $212,450 at 6%; with 50% employer match about $212,450 at 4% or $141,633 at 6%; with 100% employer match about $159,337 at 4% or $106,225 at 6%.