Collard Advisory Group Inc.
Plan context: Collard Advisory Group Inc. Profit Sharing Plan
EIN 37-1468133 • Wellesley, MA • 17 filings • 1 plans
Current Snapshot
Latest Year
2023
2023 Participants
6
2023 Assets
$423,256
2023 Contributions
$91,873
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| Collard Advisory Group Inc. Profit Sharing Plan | - | 0 | - | - | - |
| 2022 | 1 | 6 | $423,256 | $0 | - |
| Collard Advisory Group Inc. Profit Sharing Plan | - | 6 | $423,256 | - | - |
| 2021 | 1 | 6 | $1,613,631 | $0 | - |
| Collard Advisory Group Inc. Profit Sharing Plan | - | 6 | $1,613,631 | - | - |
| 2020 | 1 | 6 | $1,487,967 | $0 | - |
| Collard Advisory Group Inc. Profit Sharing Plan | - | 6 | $1,487,967 | - | - |
| 2019 | 1 | 6 | $1,427,001 | $0 | - |
| Collard Advisory Group Inc. Profit Sharing Plan | - | 6 | $1,427,001 | - | - |
| 2018 | 1 | 6 | $1,258,866 | $91,873 | $15,312iApproximate average salary by contribution assumption: employee only about $382,804 at 4% or $255,203 at 6%; with 50% employer match about $255,203 at 4% or $170,135 at 6%; with 100% employer match about $191,402 at 4% or $127,601 at 6%. |
| Collard Advisory Group Inc. Profit Sharing Plan | - | 6 | $1,258,866 | $91,873 | $15,312iApproximate average salary by contribution assumption: employee only about $382,804 at 4% or $255,203 at 6%; with 50% employer match about $255,203 at 4% or $170,135 at 6%; with 100% employer match about $191,402 at 4% or $127,601 at 6%. |
| 2017 | 1 | 5 | $1,259,818 | $76,718 | $15,344iApproximate average salary by contribution assumption: employee only about $383,590 at 4% or $255,727 at 6%; with 50% employer match about $255,727 at 4% or $170,484 at 6%; with 100% employer match about $191,795 at 4% or $127,863 at 6%. |
| Collard Advisory Group Inc. Profit Sharing Plan | - | 5 | $1,259,818 | $76,718 | $15,344iApproximate average salary by contribution assumption: employee only about $383,590 at 4% or $255,727 at 6%; with 50% employer match about $255,727 at 4% or $170,484 at 6%; with 100% employer match about $191,795 at 4% or $127,863 at 6%. |
| 2016 | 1 | 5 | $1,108,873 | $76,659 | $15,332iApproximate average salary by contribution assumption: employee only about $383,295 at 4% or $255,530 at 6%; with 50% employer match about $255,530 at 4% or $170,353 at 6%; with 100% employer match about $191,648 at 4% or $127,765 at 6%. |
| Collard Advisory Group Inc. Profit Sharing Plan | - | 5 | $1,108,873 | $76,659 | $15,332iApproximate average salary by contribution assumption: employee only about $383,295 at 4% or $255,530 at 6%; with 50% employer match about $255,530 at 4% or $170,353 at 6%; with 100% employer match about $191,648 at 4% or $127,765 at 6%. |
| 2015 | 1 | 5 | $940,283 | $85,978 | $17,196iApproximate average salary by contribution assumption: employee only about $429,890 at 4% or $286,593 at 6%; with 50% employer match about $286,593 at 4% or $191,062 at 6%; with 100% employer match about $214,945 at 4% or $143,297 at 6%. |
| Collard Advisory Group Inc. Profit Sharing Plan | - | 5 | $940,283 | $85,978 | $17,196iApproximate average salary by contribution assumption: employee only about $429,890 at 4% or $286,593 at 6%; with 50% employer match about $286,593 at 4% or $191,062 at 6%; with 100% employer match about $214,945 at 4% or $143,297 at 6%. |
| 2014 | 1 | 5 | $1,206,485 | $84,608 | $16,922iApproximate average salary by contribution assumption: employee only about $423,040 at 4% or $282,027 at 6%; with 50% employer match about $282,027 at 4% or $188,018 at 6%; with 100% employer match about $211,520 at 4% or $141,013 at 6%. |
| Collard Advisory Group Inc. Profit Sharing Plan | - | 5 | $1,206,485 | $84,608 | $16,922iApproximate average salary by contribution assumption: employee only about $423,040 at 4% or $282,027 at 6%; with 50% employer match about $282,027 at 4% or $188,018 at 6%; with 100% employer match about $211,520 at 4% or $141,013 at 6%. |
| 2013 | 1 | 7 | $1,306,604 | $93,964 | $13,423iApproximate average salary by contribution assumption: employee only about $335,586 at 4% or $223,724 at 6%; with 50% employer match about $223,724 at 4% or $149,149 at 6%; with 100% employer match about $167,793 at 4% or $111,862 at 6%. |
| Collard Advisory Group Inc. Profit Sharing Plan | - | 7 | $1,306,604 | $93,964 | $13,423iApproximate average salary by contribution assumption: employee only about $335,586 at 4% or $223,724 at 6%; with 50% employer match about $223,724 at 4% or $149,149 at 6%; with 100% employer match about $167,793 at 4% or $111,862 at 6%. |
| 2012 | 1 | 7 | $945,490 | $92,453 | $13,208iApproximate average salary by contribution assumption: employee only about $330,189 at 4% or $220,126 at 6%; with 50% employer match about $220,126 at 4% or $146,751 at 6%; with 100% employer match about $165,095 at 4% or $110,063 at 6%. |
| Collard Advisory Group Inc. Profit Sharing Plan | - | 7 | $945,490 | $92,453 | $13,208iApproximate average salary by contribution assumption: employee only about $330,189 at 4% or $220,126 at 6%; with 50% employer match about $220,126 at 4% or $146,751 at 6%; with 100% employer match about $165,095 at 4% or $110,063 at 6%. |
| 2011 | 1 | 6 | $768,338 | $0 | - |
| Collard Advisory Group Inc. Profit Sharing Plan | - | 6 | $768,338 | - | - |
| 2010 | 1 | 6 | $766,357 | $142,008 | $23,668iApproximate average salary by contribution assumption: employee only about $591,700 at 4% or $394,467 at 6%; with 50% employer match about $394,467 at 4% or $262,978 at 6%; with 100% employer match about $295,850 at 4% or $197,233 at 6%. |
| Collard Advisory Group Inc. Profit Sharing Plan | - | 6 | $766,357 | $142,008 | $23,668iApproximate average salary by contribution assumption: employee only about $591,700 at 4% or $394,467 at 6%; with 50% employer match about $394,467 at 4% or $262,978 at 6%; with 100% employer match about $295,850 at 4% or $197,233 at 6%. |
| 2009 | 1 | 5 | $553,625 | $131,515 | $26,303iApproximate average salary by contribution assumption: employee only about $657,575 at 4% or $438,383 at 6%; with 50% employer match about $438,383 at 4% or $292,256 at 6%; with 100% employer match about $328,788 at 4% or $219,192 at 6%. |
| Collard Advisory Group Inc. Profit Sharing Plan | - | 5 | $553,625 | $131,515 | $26,303iApproximate average salary by contribution assumption: employee only about $657,575 at 4% or $438,383 at 6%; with 50% employer match about $438,383 at 4% or $292,256 at 6%; with 100% employer match about $328,788 at 4% or $219,192 at 6%. |
| 2008 | 1 | 5 | $371,013 | $246,619 | $49,324iApproximate average salary by contribution assumption: employee only about $1,233,095 at 4% or $822,063 at 6%; with 50% employer match about $822,063 at 4% or $548,042 at 6%; with 100% employer match about $616,548 at 4% or $411,032 at 6%. |
| Collard Advisory Group Inc. Profit Sharing Plan | - | 5 | $371,013 | $246,619 | $49,324iApproximate average salary by contribution assumption: employee only about $1,233,095 at 4% or $822,063 at 6%; with 50% employer match about $822,063 at 4% or $548,042 at 6%; with 100% employer match about $616,548 at 4% or $411,032 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Collard Advisory Group Inc. Profit Sharing Plan | - | 4 | - | - | - |