Civic Intelligence

Long Wharf Capital LLC

Plan context: Long Wharf Capital LLC Retirement Savings Plan

EIN 27-3699952 • Boston, MA • 7 filings • 1 plans

One Federal Street 26th FloorBoston, MA 02110
Current Snapshot

Latest Year

2024

2024 Participants

30

2024 Assets

$38,211,072

2024 Contributions

$1,451,699

Historical Graphs

Total Assets Over Time

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

$38,211,072$19,105,536$0201820212024YearValue
$38,211,072Latest year 2024

Participants Over Time

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

30150201820212024YearValue
30Latest 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
2024130$38,211,072$1,451,699$48,390iApproximate average salary by contribution assumption: employee only about $1,209,749 at 4% or $806,499 at 6%; with 50% employer match about $806,499 at 4% or $537,666 at 6%; with 100% employer match about $604,875 at 4% or $403,250 at 6%.
Long Wharf Capital LLC Retirement Savings Plan-30$38,211,072$1,451,699$48,390iApproximate average salary by contribution assumption: employee only about $1,209,749 at 4% or $806,499 at 6%; with 50% employer match about $806,499 at 4% or $537,666 at 6%; with 100% employer match about $604,875 at 4% or $403,250 at 6%.
2023124$34,014,093$1,367,657$56,986iApproximate average salary by contribution assumption: employee only about $1,424,643 at 4% or $949,762 at 6%; with 50% employer match about $949,762 at 4% or $633,175 at 6%; with 100% employer match about $712,321 at 4% or $474,881 at 6%.
Long Wharf Capital LLC Retirement Savings Plan-24$34,014,093$1,367,657$56,986iApproximate average salary by contribution assumption: employee only about $1,424,643 at 4% or $949,762 at 6%; with 50% employer match about $949,762 at 4% or $633,175 at 6%; with 100% employer match about $712,321 at 4% or $474,881 at 6%.
2022128$26,474,348$1,089,602$38,914iApproximate average salary by contribution assumption: employee only about $972,859 at 4% or $648,573 at 6%; with 50% employer match about $648,573 at 4% or $432,382 at 6%; with 100% employer match about $486,429 at 4% or $324,286 at 6%.
Long Wharf Capital LLC Retirement Savings Plan-28$26,474,348$1,089,602$38,914iApproximate average salary by contribution assumption: employee only about $972,859 at 4% or $648,573 at 6%; with 50% employer match about $648,573 at 4% or $432,382 at 6%; with 100% employer match about $486,429 at 4% or $324,286 at 6%.
2021125$32,486,808$1,096,950$43,878iApproximate average salary by contribution assumption: employee only about $1,096,950 at 4% or $731,300 at 6%; with 50% employer match about $731,300 at 4% or $487,533 at 6%; with 100% employer match about $548,475 at 4% or $365,650 at 6%.
Long Wharf Capital LLC Retirement Savings Plan-25$32,486,808$1,096,950$43,878iApproximate average salary by contribution assumption: employee only about $1,096,950 at 4% or $731,300 at 6%; with 50% employer match about $731,300 at 4% or $487,533 at 6%; with 100% employer match about $548,475 at 4% or $365,650 at 6%.
2020123$26,298,848$1,134,954$49,346iApproximate average salary by contribution assumption: employee only about $1,233,646 at 4% or $822,430 at 6%; with 50% employer match about $822,430 at 4% or $548,287 at 6%; with 100% employer match about $616,823 at 4% or $411,215 at 6%.
Long Wharf Capital LLC Retirement Savings Plan-23$26,298,848$1,134,954$49,346iApproximate average salary by contribution assumption: employee only about $1,233,646 at 4% or $822,430 at 6%; with 50% employer match about $822,430 at 4% or $548,287 at 6%; with 100% employer match about $616,823 at 4% or $411,215 at 6%.
2019122$21,075,488$1,159,944$52,725iApproximate average salary by contribution assumption: employee only about $1,318,118 at 4% or $878,745 at 6%; with 50% employer match about $878,745 at 4% or $585,830 at 6%; with 100% employer match about $659,059 at 4% or $439,373 at 6%.
Long Wharf Capital LLC Retirement Savings Plan-22$21,075,488$1,159,944$52,725iApproximate average salary by contribution assumption: employee only about $1,318,118 at 4% or $878,745 at 6%; with 50% employer match about $878,745 at 4% or $585,830 at 6%; with 100% employer match about $659,059 at 4% or $439,373 at 6%.
2018122$15,995,002$349,061$15,866iApproximate average salary by contribution assumption: employee only about $396,660 at 4% or $264,440 at 6%; with 50% employer match about $264,440 at 4% or $176,293 at 6%; with 100% employer match about $198,330 at 4% or $132,220 at 6%.
Long Wharf Capital LLC Retirement Savings Plan-22$15,995,002$349,061$15,866iApproximate average salary by contribution assumption: employee only about $396,660 at 4% or $264,440 at 6%; with 50% employer match about $264,440 at 4% or $176,293 at 6%; with 100% employer match about $198,330 at 4% or $132,220 at 6%.