COMMONWEALTH HEALTH ADVISORS LLC
Plan context: COMMONWEALTH HEALTH ADVISORS 401(K) PLAN
EIN 47-4157678 • Concord, MA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
12
2025 Assets
$333,450
2025 Contributions
$85,412
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 12 | $333,450 | $85,412 | $7,118iApproximate average salary by contribution assumption: employee only about $177,942 at 4% or $118,628 at 6%; with 50% employer match about $118,628 at 4% or $79,085 at 6%; with 100% employer match about $88,971 at 4% or $59,314 at 6%. |
| COMMONWEALTH HEALTH ADVISORS 401(K) PLAN | - | 12 | $333,450 | $85,412 | $7,118iApproximate average salary by contribution assumption: employee only about $177,942 at 4% or $118,628 at 6%; with 50% employer match about $118,628 at 4% or $79,085 at 6%; with 100% employer match about $88,971 at 4% or $59,314 at 6%. |
| 2024 | 1 | 14 | $564,366 | $130,669 | $9,334iApproximate average salary by contribution assumption: employee only about $233,338 at 4% or $155,558 at 6%; with 50% employer match about $155,558 at 4% or $103,706 at 6%; with 100% employer match about $116,669 at 4% or $77,779 at 6%. |
| COMMONWEALTH HEALTH ADVISORS 401(K) PLAN | - | 14 | $564,366 | $130,669 | $9,334iApproximate average salary by contribution assumption: employee only about $233,338 at 4% or $155,558 at 6%; with 50% employer match about $155,558 at 4% or $103,706 at 6%; with 100% employer match about $116,669 at 4% or $77,779 at 6%. |
| 2023 | 1 | 13 | $403,263 | $272,369 | $20,951iApproximate average salary by contribution assumption: employee only about $523,787 at 4% or $349,191 at 6%; with 50% employer match about $349,191 at 4% or $232,794 at 6%; with 100% employer match about $261,893 at 4% or $174,596 at 6%. |
| COMMONWEALTH HEALTH ADVISORS 401(K) PLAN | - | 13 | $403,263 | $272,369 | $20,951iApproximate average salary by contribution assumption: employee only about $523,787 at 4% or $349,191 at 6%; with 50% employer match about $349,191 at 4% or $232,794 at 6%; with 100% employer match about $261,893 at 4% or $174,596 at 6%. |
| 2022 | 1 | 9 | $90,330 | $94,750 | $10,528iApproximate average salary by contribution assumption: employee only about $263,194 at 4% or $175,463 at 6%; with 50% employer match about $175,463 at 4% or $116,975 at 6%; with 100% employer match about $131,597 at 4% or $87,731 at 6%. |
| COMMONWEALTH HEALTH ADVISORS 401(K) PLAN | - | 9 | $90,330 | $94,750 | $10,528iApproximate average salary by contribution assumption: employee only about $263,194 at 4% or $175,463 at 6%; with 50% employer match about $175,463 at 4% or $116,975 at 6%; with 100% employer match about $131,597 at 4% or $87,731 at 6%. |