One Charles Private Wealth LLC
Plan context: One Charles Private Wealth LLC 401(K) Plan
EIN 47-4918767 • Hingham, MA • 2 filings • 1 plans
Current Snapshot
Latest Year
2016
2016 Participants
7
2016 Assets
$140,055
2016 Contributions
$137,107
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 7 | $140,055 | $137,107 | $19,587iApproximate average salary by contribution assumption: employee only about $489,668 at 4% or $326,445 at 6%; with 50% employer match about $326,445 at 4% or $217,630 at 6%; with 100% employer match about $244,834 at 4% or $163,223 at 6%. |
| One Charles Private Wealth LLC 401(K) Plan | - | 7 | $140,055 | $137,107 | $19,587iApproximate average salary by contribution assumption: employee only about $489,668 at 4% or $326,445 at 6%; with 50% employer match about $326,445 at 4% or $217,630 at 6%; with 100% employer match about $244,834 at 4% or $163,223 at 6%. |
| 2015 | 1 | 4 | $1,329 | $1,333 | $333iApproximate average salary by contribution assumption: employee only about $8,331 at 4% or $5,554 at 6%; with 50% employer match about $5,554 at 4% or $3,703 at 6%; with 100% employer match about $4,166 at 4% or $2,777 at 6%. |
| One Charles Private Wealth LLC 401(K) Plan | - | 4 | $1,329 | $1,333 | $333iApproximate average salary by contribution assumption: employee only about $8,331 at 4% or $5,554 at 6%; with 50% employer match about $5,554 at 4% or $3,703 at 6%; with 100% employer match about $4,166 at 4% or $2,777 at 6%. |