Civic Intelligence

Dean J. Digregorio, Aif

Plan context: One Retirement Source 401(K) Plan

EIN 82-2339561 • West Newbury, MA • 9 filings • 1 plans

291 Main St. Suite 103West Newbury, MA 01985
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$600,497

2025 Contributions

$26,422

Historical Graphs

Total Assets Over Time

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

$600,497$300,249$0201720212025YearValue
$600,497Latest year 2025

Participants Over Time

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

210201720212025YearValue
2Latest 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
202512$600,497$26,422$13,211iApproximate average salary by contribution assumption: employee only about $330,275 at 4% or $220,183 at 6%; with 50% employer match about $220,183 at 4% or $146,789 at 6%; with 100% employer match about $165,138 at 4% or $110,092 at 6%.
One Retirement Source 401(K) Plan-2$600,497$26,422$13,211iApproximate average salary by contribution assumption: employee only about $330,275 at 4% or $220,183 at 6%; with 50% employer match about $220,183 at 4% or $146,789 at 6%; with 100% employer match about $165,138 at 4% or $110,092 at 6%.
202412$511,787$157,835$78,918iApproximate average salary by contribution assumption: employee only about $1,972,938 at 4% or $1,315,292 at 6%; with 50% employer match about $1,315,292 at 4% or $876,861 at 6%; with 100% employer match about $986,469 at 4% or $657,646 at 6%.
One Retirement Source 401(K) Plan-2$511,787$157,835$78,918iApproximate average salary by contribution assumption: employee only about $1,972,938 at 4% or $1,315,292 at 6%; with 50% employer match about $1,315,292 at 4% or $876,861 at 6%; with 100% employer match about $986,469 at 4% or $657,646 at 6%.
202311$352,196$0-
One Retirement Source 401(K) Plan-1$352,196--
202211$333,013$0-
One Retirement Source 401(K) Plan-1$333,013--
202111$382,996$0-
One Retirement Source 401(K) Plan-1$382,996--
202011$353,886$0-
One Retirement Source 401(K) Plan-1$353,886--
201911$348,692$0-
One Retirement Source 401(K) Plan-1$348,692--
201811$321,560$0-
One Retirement Source 401(K) Plan-1$321,560--
201711$353,173$345,892$345,892iApproximate average salary by contribution assumption: employee only about $8,647,300 at 4% or $5,764,867 at 6%; with 50% employer match about $5,764,867 at 4% or $3,843,244 at 6%; with 100% employer match about $4,323,650 at 4% or $2,882,433 at 6%.
One Retirement Source 401(K) Plan-1$353,173$345,892$345,892iApproximate average salary by contribution assumption: employee only about $8,647,300 at 4% or $5,764,867 at 6%; with 50% employer match about $5,764,867 at 4% or $3,843,244 at 6%; with 100% employer match about $4,323,650 at 4% or $2,882,433 at 6%.