Civic Intelligence

Chase, Leavitt & Co., Inc.

Plan context: Chase, Leavitt & Co Inc. Retirement Plan

EIN 01-0043950 • Portland, ME • 18 filings • 3 plans

PO Box 589Portland, ME 04112
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$1,413,983

2025 Contributions

$64,944

Historical Graphs

Total Assets Over Time

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

$1,917,700$958,850$0200820162025YearValue
$1,413,983Latest year 2025

Participants Over Time

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

1680200320162025YearValue
12Latest 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
2025112$1,413,983$64,944$5,412iApproximate average salary by contribution assumption: employee only about $135,300 at 4% or $90,200 at 6%; with 50% employer match about $90,200 at 4% or $60,133 at 6%; with 100% employer match about $67,650 at 4% or $45,100 at 6%.
Chase, Leavitt & Co Inc. Retirement Plan-12$1,413,983$64,944$5,412iApproximate average salary by contribution assumption: employee only about $135,300 at 4% or $90,200 at 6%; with 50% employer match about $90,200 at 4% or $60,133 at 6%; with 100% employer match about $67,650 at 4% or $45,100 at 6%.
2024112$1,917,700$54,854$4,571iApproximate average salary by contribution assumption: employee only about $114,279 at 4% or $76,186 at 6%; with 50% employer match about $76,186 at 4% or $50,791 at 6%; with 100% employer match about $57,140 at 4% or $38,093 at 6%.
Chase, Leavitt & Co Inc. Retirement Plan-12$1,917,700$54,854$4,571iApproximate average salary by contribution assumption: employee only about $114,279 at 4% or $76,186 at 6%; with 50% employer match about $76,186 at 4% or $50,791 at 6%; with 100% employer match about $57,140 at 4% or $38,093 at 6%.
2023112$1,674,878$56,613$4,718iApproximate average salary by contribution assumption: employee only about $117,944 at 4% or $78,629 at 6%; with 50% employer match about $78,629 at 4% or $52,419 at 6%; with 100% employer match about $58,972 at 4% or $39,315 at 6%.
Chase, Leavitt & Co Inc. Retirement Plan-12$1,674,878$56,613$4,718iApproximate average salary by contribution assumption: employee only about $117,944 at 4% or $78,629 at 6%; with 50% employer match about $78,629 at 4% or $52,419 at 6%; with 100% employer match about $58,972 at 4% or $39,315 at 6%.
2021111$1,566,315$51,192$4,654iApproximate average salary by contribution assumption: employee only about $116,345 at 4% or $77,564 at 6%; with 50% employer match about $77,564 at 4% or $51,709 at 6%; with 100% employer match about $58,173 at 4% or $38,782 at 6%.
Chase, Leavitt & Co Inc. Retirement Plan-11$1,566,315$51,192$4,654iApproximate average salary by contribution assumption: employee only about $116,345 at 4% or $77,564 at 6%; with 50% employer match about $77,564 at 4% or $51,709 at 6%; with 100% employer match about $58,173 at 4% or $38,782 at 6%.
2020112$1,309,387$53,936$4,495iApproximate average salary by contribution assumption: employee only about $112,367 at 4% or $74,911 at 6%; with 50% employer match about $74,911 at 4% or $49,941 at 6%; with 100% employer match about $56,183 at 4% or $37,456 at 6%.
Chase, Leavitt & Co Inc. Retirement Plan-12$1,309,387$53,936$4,495iApproximate average salary by contribution assumption: employee only about $112,367 at 4% or $74,911 at 6%; with 50% employer match about $74,911 at 4% or $49,941 at 6%; with 100% employer match about $56,183 at 4% or $37,456 at 6%.
2019112$1,129,012$58,618$4,885iApproximate average salary by contribution assumption: employee only about $122,121 at 4% or $81,414 at 6%; with 50% employer match about $81,414 at 4% or $54,276 at 6%; with 100% employer match about $61,060 at 4% or $40,707 at 6%.
Chase, Leavitt & Co Inc. Retirement Plan-12$1,129,012$58,618$4,885iApproximate average salary by contribution assumption: employee only about $122,121 at 4% or $81,414 at 6%; with 50% employer match about $81,414 at 4% or $54,276 at 6%; with 100% employer match about $61,060 at 4% or $40,707 at 6%.
2018112$896,687$53,918$4,493iApproximate average salary by contribution assumption: employee only about $112,329 at 4% or $74,886 at 6%; with 50% employer match about $74,886 at 4% or $49,924 at 6%; with 100% employer match about $56,165 at 4% or $37,443 at 6%.
Chase, Leavitt & Co Inc. Retirement Plan-12$896,687$53,918$4,493iApproximate average salary by contribution assumption: employee only about $112,329 at 4% or $74,886 at 6%; with 50% employer match about $74,886 at 4% or $49,924 at 6%; with 100% employer match about $56,165 at 4% or $37,443 at 6%.
2017111$938,213$53,735$4,885iApproximate average salary by contribution assumption: employee only about $122,125 at 4% or $81,417 at 6%; with 50% employer match about $81,417 at 4% or $54,278 at 6%; with 100% employer match about $61,063 at 4% or $40,708 at 6%.
Chase, Leavitt & Co Inc. Retirement Plan-11$938,213$53,735$4,885iApproximate average salary by contribution assumption: employee only about $122,125 at 4% or $81,417 at 6%; with 50% employer match about $81,417 at 4% or $54,278 at 6%; with 100% employer match about $61,063 at 4% or $40,708 at 6%.
2016112$776,327$50,964$4,247iApproximate average salary by contribution assumption: employee only about $106,175 at 4% or $70,783 at 6%; with 50% employer match about $70,783 at 4% or $47,189 at 6%; with 100% employer match about $53,088 at 4% or $35,392 at 6%.
Chase, Leavitt & Co Inc. Retirement Plan-12$776,327$50,964$4,247iApproximate average salary by contribution assumption: employee only about $106,175 at 4% or $70,783 at 6%; with 50% employer match about $70,783 at 4% or $47,189 at 6%; with 100% employer match about $53,088 at 4% or $35,392 at 6%.
2015111$671,455$48,320$4,393iApproximate average salary by contribution assumption: employee only about $109,818 at 4% or $73,212 at 6%; with 50% employer match about $73,212 at 4% or $48,808 at 6%; with 100% employer match about $54,909 at 4% or $36,606 at 6%.
Chase, Leavitt & Co Inc. Retirement Plan-11$671,455$48,320$4,393iApproximate average salary by contribution assumption: employee only about $109,818 at 4% or $73,212 at 6%; with 50% employer match about $73,212 at 4% or $48,808 at 6%; with 100% employer match about $54,909 at 4% or $36,606 at 6%.
2014110$639,910$43,731$4,373iApproximate average salary by contribution assumption: employee only about $109,328 at 4% or $72,885 at 6%; with 50% employer match about $72,885 at 4% or $48,590 at 6%; with 100% employer match about $54,664 at 4% or $36,443 at 6%.
Chase, Leavitt & Co Inc. Retirement Plan-10$639,910$43,731$4,373iApproximate average salary by contribution assumption: employee only about $109,328 at 4% or $72,885 at 6%; with 50% employer match about $72,885 at 4% or $48,590 at 6%; with 100% employer match about $54,664 at 4% or $36,443 at 6%.
2013110$563,944$39,225$3,923iApproximate average salary by contribution assumption: employee only about $98,063 at 4% or $65,375 at 6%; with 50% employer match about $65,375 at 4% or $43,583 at 6%; with 100% employer match about $49,031 at 4% or $32,688 at 6%.
Chase, Leavitt & Co Inc. Retirement Plan-10$563,944$39,225$3,923iApproximate average salary by contribution assumption: employee only about $98,063 at 4% or $65,375 at 6%; with 50% employer match about $65,375 at 4% or $43,583 at 6%; with 100% employer match about $49,031 at 4% or $32,688 at 6%.
2012115$528,844$21,574$1,438iApproximate average salary by contribution assumption: employee only about $35,957 at 4% or $23,971 at 6%; with 50% employer match about $23,971 at 4% or $15,981 at 6%; with 100% employer match about $17,978 at 4% or $11,986 at 6%.
Chase, Leavitt & Co Inc. Retirement Plan-15$528,844$21,574$1,438iApproximate average salary by contribution assumption: employee only about $35,957 at 4% or $23,971 at 6%; with 50% employer match about $23,971 at 4% or $15,981 at 6%; with 100% employer match about $17,978 at 4% or $11,986 at 6%.
2011116$448,706$19,083$1,193iApproximate average salary by contribution assumption: employee only about $29,817 at 4% or $19,878 at 6%; with 50% employer match about $19,878 at 4% or $13,252 at 6%; with 100% employer match about $14,909 at 4% or $9,939 at 6%.
Chase, Leavitt & Co Inc. Retirement Plan-16$448,706$19,083$1,193iApproximate average salary by contribution assumption: employee only about $29,817 at 4% or $19,878 at 6%; with 50% employer match about $19,878 at 4% or $13,252 at 6%; with 100% employer match about $14,909 at 4% or $9,939 at 6%.
2010116$441,430$18,623$1,164iApproximate average salary by contribution assumption: employee only about $29,098 at 4% or $19,399 at 6%; with 50% employer match about $19,399 at 4% or $12,933 at 6%; with 100% employer match about $14,549 at 4% or $9,699 at 6%.
Chase, Leavitt & Co Inc. Retirement Plan-16$441,430$18,623$1,164iApproximate average salary by contribution assumption: employee only about $29,098 at 4% or $19,399 at 6%; with 50% employer match about $19,399 at 4% or $12,933 at 6%; with 100% employer match about $14,549 at 4% or $9,699 at 6%.
200919$506,289$31,550$3,506iApproximate average salary by contribution assumption: employee only about $87,639 at 4% or $58,426 at 6%; with 50% employer match about $58,426 at 4% or $38,951 at 6%; with 100% employer match about $43,819 at 4% or $29,213 at 6%.
Chase, Leavitt & Co Inc. Retirement Plan-9$506,289$31,550$3,506iApproximate average salary by contribution assumption: employee only about $87,639 at 4% or $58,426 at 6%; with 50% employer match about $58,426 at 4% or $38,951 at 6%; with 100% employer match about $43,819 at 4% or $29,213 at 6%.
2008111$410,967$47,580$4,325iApproximate average salary by contribution assumption: employee only about $108,136 at 4% or $72,091 at 6%; with 50% employer match about $72,091 at 4% or $48,061 at 6%; with 100% employer match about $54,068 at 4% or $36,045 at 6%.
Chase, Leavitt & Co Inc. Retirement Plan-11$410,967$47,580$4,325iApproximate average salary by contribution assumption: employee only about $108,136 at 4% or $72,091 at 6%; with 50% employer match about $72,091 at 4% or $48,061 at 6%; with 100% employer match about $54,068 at 4% or $36,045 at 6%.
2003112$0$0-
Chase, Leavitt & Co Inc. Retirement Plan-12---