Civic Intelligence

Concordia Wealth Management LLC

Plan context: Concordia Wealth Management LLC 401(K) Retirement Plan

EIN 45-5085238 • Concord, MA • 14 filings • 1 plans

37 Main St., Suite 1Concord, MA 01742
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$2,354,599

2025 Contributions

$196,966

Historical Graphs

Total Assets Over Time

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

$2,354,599$1,177,300$0201220192025YearValue
$2,354,599Latest year 2025

Participants Over Time

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

420201220192025YearValue
4Latest year 2025

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
202514$2,354,599$196,966$49,242iApproximate average salary by contribution assumption: employee only about $1,231,038 at 4% or $820,692 at 6%; with 50% employer match about $820,692 at 4% or $547,128 at 6%; with 100% employer match about $615,519 at 4% or $410,346 at 6%.
Concordia Wealth Management LLC 401(K) Retirement Plan-4$2,354,599$196,966$49,242iApproximate average salary by contribution assumption: employee only about $1,231,038 at 4% or $820,692 at 6%; with 50% employer match about $820,692 at 4% or $547,128 at 6%; with 100% employer match about $615,519 at 4% or $410,346 at 6%.
202413$1,995,617$190,639$63,546iApproximate average salary by contribution assumption: employee only about $1,588,658 at 4% or $1,059,106 at 6%; with 50% employer match about $1,059,106 at 4% or $706,070 at 6%; with 100% employer match about $794,329 at 4% or $529,553 at 6%.
Concordia Wealth Management LLC 401(K) Retirement Plan-3$1,995,617$190,639$63,546iApproximate average salary by contribution assumption: employee only about $1,588,658 at 4% or $1,059,106 at 6%; with 50% employer match about $1,059,106 at 4% or $706,070 at 6%; with 100% employer match about $794,329 at 4% or $529,553 at 6%.
202313$1,627,797$169,498$56,499iApproximate average salary by contribution assumption: employee only about $1,412,483 at 4% or $941,656 at 6%; with 50% employer match about $941,656 at 4% or $627,770 at 6%; with 100% employer match about $706,242 at 4% or $470,828 at 6%.
Concordia Wealth Management LLC 401(K) Retirement Plan-3$1,627,797$169,498$56,499iApproximate average salary by contribution assumption: employee only about $1,412,483 at 4% or $941,656 at 6%; with 50% employer match about $941,656 at 4% or $627,770 at 6%; with 100% employer match about $706,242 at 4% or $470,828 at 6%.
202213$1,350,203$157,244$52,415iApproximate average salary by contribution assumption: employee only about $1,310,367 at 4% or $873,578 at 6%; with 50% employer match about $873,578 at 4% or $582,385 at 6%; with 100% employer match about $655,183 at 4% or $436,789 at 6%.
Concordia Wealth Management LLC 401(K) Retirement Plan-3$1,350,203$157,244$52,415iApproximate average salary by contribution assumption: employee only about $1,310,367 at 4% or $873,578 at 6%; with 50% employer match about $873,578 at 4% or $582,385 at 6%; with 100% employer match about $655,183 at 4% or $436,789 at 6%.
202113$1,369,246$151,703$50,568iApproximate average salary by contribution assumption: employee only about $1,264,192 at 4% or $842,794 at 6%; with 50% employer match about $842,794 at 4% or $561,863 at 6%; with 100% employer match about $632,096 at 4% or $421,397 at 6%.
Concordia Wealth Management LLC 401(K) Retirement Plan-3$1,369,246$151,703$50,568iApproximate average salary by contribution assumption: employee only about $1,264,192 at 4% or $842,794 at 6%; with 50% employer match about $842,794 at 4% or $561,863 at 6%; with 100% employer match about $632,096 at 4% or $421,397 at 6%.
202013$1,084,944$147,846$49,282iApproximate average salary by contribution assumption: employee only about $1,232,050 at 4% or $821,367 at 6%; with 50% employer match about $821,367 at 4% or $547,578 at 6%; with 100% employer match about $616,025 at 4% or $410,683 at 6%.
Concordia Wealth Management LLC 401(K) Retirement Plan-3$1,084,944$147,846$49,282iApproximate average salary by contribution assumption: employee only about $1,232,050 at 4% or $821,367 at 6%; with 50% employer match about $821,367 at 4% or $547,578 at 6%; with 100% employer match about $616,025 at 4% or $410,683 at 6%.
201913$853,434$145,254$48,418iApproximate average salary by contribution assumption: employee only about $1,210,450 at 4% or $806,967 at 6%; with 50% employer match about $806,967 at 4% or $537,978 at 6%; with 100% employer match about $605,225 at 4% or $403,483 at 6%.
Concordia Wealth Management LLC 401(K) Retirement Plan-3$853,434$145,254$48,418iApproximate average salary by contribution assumption: employee only about $1,210,450 at 4% or $806,967 at 6%; with 50% employer match about $806,967 at 4% or $537,978 at 6%; with 100% employer match about $605,225 at 4% or $403,483 at 6%.
201813$614,418$138,322$46,107iApproximate average salary by contribution assumption: employee only about $1,152,683 at 4% or $768,456 at 6%; with 50% employer match about $768,456 at 4% or $512,304 at 6%; with 100% employer match about $576,342 at 4% or $384,228 at 6%.
Concordia Wealth Management LLC 401(K) Retirement Plan-3$614,418$138,322$46,107iApproximate average salary by contribution assumption: employee only about $1,152,683 at 4% or $768,456 at 6%; with 50% employer match about $768,456 at 4% or $512,304 at 6%; with 100% employer match about $576,342 at 4% or $384,228 at 6%.
201713$508,959$82,561$27,520iApproximate average salary by contribution assumption: employee only about $688,008 at 4% or $458,672 at 6%; with 50% employer match about $458,672 at 4% or $305,781 at 6%; with 100% employer match about $344,004 at 4% or $229,336 at 6%.
Concordia Wealth Management LLC 401(K) Retirement Plan-3$508,959$82,561$27,520iApproximate average salary by contribution assumption: employee only about $688,008 at 4% or $458,672 at 6%; with 50% employer match about $458,672 at 4% or $305,781 at 6%; with 100% employer match about $344,004 at 4% or $229,336 at 6%.
201613$362,850$74,307$24,769iApproximate average salary by contribution assumption: employee only about $619,225 at 4% or $412,817 at 6%; with 50% employer match about $412,817 at 4% or $275,211 at 6%; with 100% employer match about $309,613 at 4% or $206,408 at 6%.
Concordia Wealth Management LLC 401(K) Retirement Plan-3$362,850$74,307$24,769iApproximate average salary by contribution assumption: employee only about $619,225 at 4% or $412,817 at 6%; with 50% employer match about $412,817 at 4% or $275,211 at 6%; with 100% employer match about $309,613 at 4% or $206,408 at 6%.
201513$269,257$74,398$24,799iApproximate average salary by contribution assumption: employee only about $619,983 at 4% or $413,322 at 6%; with 50% employer match about $413,322 at 4% or $275,548 at 6%; with 100% employer match about $309,992 at 4% or $206,661 at 6%.
Concordia Wealth Management LLC 401(K) Retirement Plan-3$269,257$74,398$24,799iApproximate average salary by contribution assumption: employee only about $619,983 at 4% or $413,322 at 6%; with 50% employer match about $413,322 at 4% or $275,548 at 6%; with 100% employer match about $309,992 at 4% or $206,661 at 6%.
201414$239,444$75,665$18,916iApproximate average salary by contribution assumption: employee only about $472,906 at 4% or $315,271 at 6%; with 50% employer match about $315,271 at 4% or $210,181 at 6%; with 100% employer match about $236,453 at 4% or $157,635 at 6%.
Concordia Wealth Management LLC 401(K) Retirement Plan-4$239,444$75,665$18,916iApproximate average salary by contribution assumption: employee only about $472,906 at 4% or $315,271 at 6%; with 50% employer match about $315,271 at 4% or $210,181 at 6%; with 100% employer match about $236,453 at 4% or $157,635 at 6%.
201313$156,653$144,620$48,207iApproximate average salary by contribution assumption: employee only about $1,205,167 at 4% or $803,444 at 6%; with 50% employer match about $803,444 at 4% or $535,630 at 6%; with 100% employer match about $602,583 at 4% or $401,722 at 6%.
Concordia Wealth Management LLC 401(K) Retirement Plan-3$156,653$144,620$48,207iApproximate average salary by contribution assumption: employee only about $1,205,167 at 4% or $803,444 at 6%; with 50% employer match about $803,444 at 4% or $535,630 at 6%; with 100% employer match about $602,583 at 4% or $401,722 at 6%.
201212$5,673$5,668$2,834iApproximate average salary by contribution assumption: employee only about $70,850 at 4% or $47,233 at 6%; with 50% employer match about $47,233 at 4% or $31,489 at 6%; with 100% employer match about $35,425 at 4% or $23,617 at 6%.
Concordia Wealth Management LLC 401(K) Retirement Plan-2$5,673$5,668$2,834iApproximate average salary by contribution assumption: employee only about $70,850 at 4% or $47,233 at 6%; with 50% employer match about $47,233 at 4% or $31,489 at 6%; with 100% employer match about $35,425 at 4% or $23,617 at 6%.