Civic Intelligence

Michael Guerra, Dpm

Plan context: Chpdl Retirement Plan

EIN 03-0269425 • S. Burlington, VT • 21 filings • 6 plans

1540 Williston RoadS. Burlington, VT 05403
Current Snapshot

Latest Year

2016

2016 Participants

3

2016 Assets

$2,583,885

2016 Contributions

$74,799

Historical Graphs

Total Assets Over Time

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

$2,583,885$1,291,943$0200020082015YearValue
$2,583,885Latest year 2015

Participants Over Time

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

530200020082015YearValue
3Latest year 2015

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
201610$0$0-
Chpdl Retirement Plan-0$0$0-
201513$2,583,885$74,799$24,933iApproximate average salary by contribution assumption: employee only about $623,325 at 4% or $415,550 at 6%; with 50% employer match about $415,550 at 4% or $277,033 at 6%; with 100% employer match about $311,663 at 4% or $207,775 at 6%.
Chpdl Retirement Plan-3$2,583,885$74,799$24,933iApproximate average salary by contribution assumption: employee only about $623,325 at 4% or $415,550 at 6%; with 50% employer match about $415,550 at 4% or $277,033 at 6%; with 100% employer match about $311,663 at 4% or $207,775 at 6%.
201414$2,549,929$51,433$12,858iApproximate average salary by contribution assumption: employee only about $321,456 at 4% or $214,304 at 6%; with 50% employer match about $214,304 at 4% or $142,869 at 6%; with 100% employer match about $160,728 at 4% or $107,152 at 6%.
Chpdl Retirement Plan-4$2,549,929$51,433$12,858iApproximate average salary by contribution assumption: employee only about $321,456 at 4% or $214,304 at 6%; with 50% employer match about $214,304 at 4% or $142,869 at 6%; with 100% employer match about $160,728 at 4% or $107,152 at 6%.
201315$2,503,291$114,092$22,818iApproximate average salary by contribution assumption: employee only about $570,460 at 4% or $380,307 at 6%; with 50% employer match about $380,307 at 4% or $253,538 at 6%; with 100% employer match about $285,230 at 4% or $190,153 at 6%.
Chpdl Retirement Plan-5$2,503,291$114,092$22,818iApproximate average salary by contribution assumption: employee only about $570,460 at 4% or $380,307 at 6%; with 50% employer match about $380,307 at 4% or $253,538 at 6%; with 100% employer match about $285,230 at 4% or $190,153 at 6%.
201214$2,041,543$110,097$27,524iApproximate average salary by contribution assumption: employee only about $688,106 at 4% or $458,738 at 6%; with 50% employer match about $458,738 at 4% or $305,825 at 6%; with 100% employer match about $344,053 at 4% or $229,369 at 6%.
Chpdl Retirement Plan-4$2,041,543$110,097$27,524iApproximate average salary by contribution assumption: employee only about $688,106 at 4% or $458,738 at 6%; with 50% employer match about $458,738 at 4% or $305,825 at 6%; with 100% employer match about $344,053 at 4% or $229,369 at 6%.
201114$1,782,487$105,991$26,498iApproximate average salary by contribution assumption: employee only about $662,444 at 4% or $441,629 at 6%; with 50% employer match about $441,629 at 4% or $294,419 at 6%; with 100% employer match about $331,222 at 4% or $220,815 at 6%.
Chpdl Retirement Plan-4$1,782,487$105,991$26,498iApproximate average salary by contribution assumption: employee only about $662,444 at 4% or $441,629 at 6%; with 50% employer match about $441,629 at 4% or $294,419 at 6%; with 100% employer match about $331,222 at 4% or $220,815 at 6%.
201014$1,733,119$84,922$21,231iApproximate average salary by contribution assumption: employee only about $530,763 at 4% or $353,842 at 6%; with 50% employer match about $353,842 at 4% or $235,894 at 6%; with 100% employer match about $265,381 at 4% or $176,921 at 6%.
Chpdl Retirement Plan-4$1,733,119$84,922$21,231iApproximate average salary by contribution assumption: employee only about $530,763 at 4% or $353,842 at 6%; with 50% employer match about $353,842 at 4% or $235,894 at 6%; with 100% employer match about $265,381 at 4% or $176,921 at 6%.
200914$1,605,085$101,698$25,425iApproximate average salary by contribution assumption: employee only about $635,613 at 4% or $423,742 at 6%; with 50% employer match about $423,742 at 4% or $282,494 at 6%; with 100% employer match about $317,806 at 4% or $211,871 at 6%.
Chpdl Retirement Plan-4$1,605,085$101,698$25,425iApproximate average salary by contribution assumption: employee only about $635,613 at 4% or $423,742 at 6%; with 50% employer match about $423,742 at 4% or $282,494 at 6%; with 100% employer match about $317,806 at 4% or $211,871 at 6%.
200814$1,363,350$103,880$25,970iApproximate average salary by contribution assumption: employee only about $649,250 at 4% or $432,833 at 6%; with 50% employer match about $432,833 at 4% or $288,556 at 6%; with 100% employer match about $324,625 at 4% or $216,417 at 6%.
Chpdl Retirement Plan-4$1,363,350$103,880$25,970iApproximate average salary by contribution assumption: employee only about $649,250 at 4% or $432,833 at 6%; with 50% employer match about $432,833 at 4% or $288,556 at 6%; with 100% employer match about $324,625 at 4% or $216,417 at 6%.
200714$0$0-
Chpdl Retirement Plan-4---
200614$1,497,160$104,337$26,084iApproximate average salary by contribution assumption: employee only about $652,106 at 4% or $434,738 at 6%; with 50% employer match about $434,738 at 4% or $289,825 at 6%; with 100% employer match about $326,053 at 4% or $217,369 at 6%.
Chpdl Retirement Plan-4$1,497,160$104,337$26,084iApproximate average salary by contribution assumption: employee only about $652,106 at 4% or $434,738 at 6%; with 50% employer match about $434,738 at 4% or $289,825 at 6%; with 100% employer match about $326,053 at 4% or $217,369 at 6%.
200514$1,265,287$82,882$20,721iApproximate average salary by contribution assumption: employee only about $518,013 at 4% or $345,342 at 6%; with 50% employer match about $345,342 at 4% or $230,228 at 6%; with 100% employer match about $259,006 at 4% or $172,671 at 6%.
Chpdl Retirement Plan-4$1,265,287$82,882$20,721iApproximate average salary by contribution assumption: employee only about $518,013 at 4% or $345,342 at 6%; with 50% employer match about $345,342 at 4% or $230,228 at 6%; with 100% employer match about $259,006 at 4% or $172,671 at 6%.
200413$1,125,400$63,738$21,246iApproximate average salary by contribution assumption: employee only about $531,150 at 4% or $354,100 at 6%; with 50% employer match about $354,100 at 4% or $236,067 at 6%; with 100% employer match about $265,575 at 4% or $177,050 at 6%.
Chpdl Retirement Plan-3$1,125,400$63,738$21,246iApproximate average salary by contribution assumption: employee only about $531,150 at 4% or $354,100 at 6%; with 50% employer match about $354,100 at 4% or $236,067 at 6%; with 100% employer match about $265,575 at 4% or $177,050 at 6%.
200323$991,909$59,184$19,728iApproximate average salary by contribution assumption: employee only about $493,200 at 4% or $328,800 at 6%; with 50% employer match about $328,800 at 4% or $219,200 at 6%; with 100% employer match about $246,600 at 4% or $164,400 at 6%.
Chpdl Retirement Plan-3$991,909$59,184$19,728iApproximate average salary by contribution assumption: employee only about $493,200 at 4% or $328,800 at 6%; with 50% employer match about $328,800 at 4% or $219,200 at 6%; with 100% employer match about $246,600 at 4% or $164,400 at 6%.
MICHAEL GUERRA DPM MONEY PURCHASE PLAN-0---
200223$814,192$55,692$18,564iApproximate average salary by contribution assumption: employee only about $464,100 at 4% or $309,400 at 6%; with 50% employer match about $309,400 at 4% or $206,267 at 6%; with 100% employer match about $232,050 at 4% or $154,700 at 6%.
Chpdl Retirement Plan-3$508,120$33,415$11,138iApproximate average salary by contribution assumption: employee only about $278,458 at 4% or $185,639 at 6%; with 50% employer match about $185,639 at 4% or $123,759 at 6%; with 100% employer match about $139,229 at 4% or $92,819 at 6%.
MICHAEL GUERRA, DPM MONEY PURCHASE PLAN-3$306,072$22,277$7,426iApproximate average salary by contribution assumption: employee only about $185,642 at 4% or $123,761 at 6%; with 50% employer match about $123,761 at 4% or $82,507 at 6%; with 100% employer match about $92,821 at 4% or $61,881 at 6%.
200123$810,529$55,262$18,421iApproximate average salary by contribution assumption: employee only about $460,517 at 4% or $307,011 at 6%; with 50% employer match about $307,011 at 4% or $204,674 at 6%; with 100% employer match about $230,258 at 4% or $153,506 at 6%.
Chpdl Retirement Plan-3$502,870$30,157$10,052iApproximate average salary by contribution assumption: employee only about $251,308 at 4% or $167,539 at 6%; with 50% employer match about $167,539 at 4% or $111,693 at 6%; with 100% employer match about $125,654 at 4% or $83,769 at 6%.
MICHAEL GUERRA, DPM MONEY PURCHASE PLAN-3$307,659$25,105$8,368iApproximate average salary by contribution assumption: employee only about $209,208 at 4% or $139,472 at 6%; with 50% employer match about $139,472 at 4% or $92,981 at 6%; with 100% employer match about $104,604 at 4% or $69,736 at 6%.
200025$838,386$53,953$10,791iApproximate average salary by contribution assumption: employee only about $269,765 at 4% or $179,843 at 6%; with 50% employer match about $179,843 at 4% or $119,896 at 6%; with 100% employer match about $134,883 at 4% or $89,922 at 6%.
Chpdl Retirement Plan-5$536,145$28,372$5,674iApproximate average salary by contribution assumption: employee only about $141,860 at 4% or $94,573 at 6%; with 50% employer match about $94,573 at 4% or $63,049 at 6%; with 100% employer match about $70,930 at 4% or $47,287 at 6%.
MICHAEL GUERRA, DPM MONEY PURCHASE PLAN-5$302,241$25,581$5,116iApproximate average salary by contribution assumption: employee only about $127,905 at 4% or $85,270 at 6%; with 50% employer match about $85,270 at 4% or $56,847 at 6%; with 100% employer match about $63,953 at 4% or $42,635 at 6%.