COMMONWEALTH FINANCIAL RESOURCES
Plan context: COMMONWEALTH FINANCIAL RESOURCES 401(K) PLAN
EIN 82-0540734 • Chelmsford, MA • 5 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$90,523
2025 Contributions
$9,339
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 | 2 | $90,523 | $9,339 | $4,670iApproximate average salary by contribution assumption: employee only about $116,738 at 4% or $77,825 at 6%; with 50% employer match about $77,825 at 4% or $51,883 at 6%; with 100% employer match about $58,369 at 4% or $38,913 at 6%. |
| COMMONWEALTH FINANCIAL RESOURCES 401(K) PLAN | - | 2 | $90,523 | $9,339 | $4,670iApproximate average salary by contribution assumption: employee only about $116,738 at 4% or $77,825 at 6%; with 50% employer match about $77,825 at 4% or $51,883 at 6%; with 100% employer match about $58,369 at 4% or $38,913 at 6%. |
| 2024 | 2 | 2 | $438,364 | $204,223 | $102,112iApproximate average salary by contribution assumption: employee only about $2,552,788 at 4% or $1,701,858 at 6%; with 50% employer match about $1,701,858 at 4% or $1,134,572 at 6%; with 100% employer match about $1,276,394 at 4% or $850,929 at 6%. |
| COMMONWEALTH FINANCIAL RESOURCES CASH BALANCE PLAN | - | 2 | $372,190 | $177,490 | $88,745iApproximate average salary by contribution assumption: employee only about $2,218,625 at 4% or $1,479,083 at 6%; with 50% employer match about $1,479,083 at 4% or $986,056 at 6%; with 100% employer match about $1,109,313 at 4% or $739,542 at 6%. |
| COMMONWEALTH FINANCIAL RESOURCES 401(K) PLAN | - | 2 | $66,174 | $26,733 | $13,367iApproximate average salary by contribution assumption: employee only about $334,163 at 4% or $222,775 at 6%; with 50% employer match about $222,775 at 4% or $148,517 at 6%; with 100% employer match about $167,081 at 4% or $111,388 at 6%. |
| 2023 | 2 | 2 | $200,283 | $193,960 | $96,980iApproximate average salary by contribution assumption: employee only about $2,424,500 at 4% or $1,616,333 at 6%; with 50% employer match about $1,616,333 at 4% or $1,077,556 at 6%; with 100% employer match about $1,212,250 at 4% or $808,167 at 6%. |
| COMMONWEALTH FINANCIAL RESOURCES CASH BALANCE PLAN | - | 2 | $170,717 | $166,510 | $83,255iApproximate average salary by contribution assumption: employee only about $2,081,375 at 4% or $1,387,583 at 6%; with 50% employer match about $1,387,583 at 4% or $925,056 at 6%; with 100% employer match about $1,040,688 at 4% or $693,792 at 6%. |
| COMMONWEALTH FINANCIAL RESOURCES 401(K) PLAN | - | 2 | $29,566 | $27,450 | $13,725iApproximate average salary by contribution assumption: employee only about $343,125 at 4% or $228,750 at 6%; with 50% employer match about $228,750 at 4% or $152,500 at 6%; with 100% employer match about $171,563 at 4% or $114,375 at 6%. |