F. H. Chase Incorporated
Plan context: F.H. Chase Inc. 401K Plan
EIN 04-2513930 • Taunton, MA • 46 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
21
2024 Assets
$7,311,203
2024 Contributions
$438,391
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 21 | $7,311,203 | $438,391 | $20,876iApproximate average salary by contribution assumption: employee only about $521,894 at 4% or $347,929 at 6%; with 50% employer match about $347,929 at 4% or $231,953 at 6%; with 100% employer match about $260,947 at 4% or $173,965 at 6%. |
| F.H. Chase Inc. 401K Plan | - | 21 | $7,311,203 | $438,391 | $20,876iApproximate average salary by contribution assumption: employee only about $521,894 at 4% or $347,929 at 6%; with 50% employer match about $347,929 at 4% or $231,953 at 6%; with 100% employer match about $260,947 at 4% or $173,965 at 6%. |
| 2023 | 1 | 20 | $6,381,650 | $388,230 | $19,412iApproximate average salary by contribution assumption: employee only about $485,288 at 4% or $323,525 at 6%; with 50% employer match about $323,525 at 4% or $215,683 at 6%; with 100% employer match about $242,644 at 4% or $161,763 at 6%. |
| F.H. Chase Inc. 401K Plan | - | 20 | $6,381,650 | $388,230 | $19,412iApproximate average salary by contribution assumption: employee only about $485,288 at 4% or $323,525 at 6%; with 50% employer match about $323,525 at 4% or $215,683 at 6%; with 100% employer match about $242,644 at 4% or $161,763 at 6%. |
| 2022 | 1 | 19 | $5,912,796 | $314,430 | $16,549iApproximate average salary by contribution assumption: employee only about $413,724 at 4% or $275,816 at 6%; with 50% employer match about $275,816 at 4% or $183,877 at 6%; with 100% employer match about $206,862 at 4% or $137,908 at 6%. |
| F.H. Chase Inc. 401K Plan | - | 19 | $5,912,796 | $314,430 | $16,549iApproximate average salary by contribution assumption: employee only about $413,724 at 4% or $275,816 at 6%; with 50% employer match about $275,816 at 4% or $183,877 at 6%; with 100% employer match about $206,862 at 4% or $137,908 at 6%. |
| 2021 | 1 | 19 | $6,788,256 | $241,269 | $12,698iApproximate average salary by contribution assumption: employee only about $317,459 at 4% or $211,639 at 6%; with 50% employer match about $211,639 at 4% or $141,093 at 6%; with 100% employer match about $158,730 at 4% or $105,820 at 6%. |
| F.H. Chase Inc. 401K Plan | - | 19 | $6,788,256 | $241,269 | $12,698iApproximate average salary by contribution assumption: employee only about $317,459 at 4% or $211,639 at 6%; with 50% employer match about $211,639 at 4% or $141,093 at 6%; with 100% employer match about $158,730 at 4% or $105,820 at 6%. |
| 2020 | 1 | 19 | $5,694,965 | $277,820 | $14,622iApproximate average salary by contribution assumption: employee only about $365,553 at 4% or $243,702 at 6%; with 50% employer match about $243,702 at 4% or $162,468 at 6%; with 100% employer match about $182,776 at 4% or $121,851 at 6%. |
| F.H. Chase Inc. 401K Plan | - | 19 | $5,694,965 | $277,820 | $14,622iApproximate average salary by contribution assumption: employee only about $365,553 at 4% or $243,702 at 6%; with 50% employer match about $243,702 at 4% or $162,468 at 6%; with 100% employer match about $182,776 at 4% or $121,851 at 6%. |
| 2019 | 1 | 18 | $4,791,139 | $291,586 | $16,199iApproximate average salary by contribution assumption: employee only about $404,981 at 4% or $269,987 at 6%; with 50% employer match about $269,987 at 4% or $179,991 at 6%; with 100% employer match about $202,490 at 4% or $134,994 at 6%. |
| F.H. Chase Inc. 401K Plan | - | 18 | $4,791,139 | $291,586 | $16,199iApproximate average salary by contribution assumption: employee only about $404,981 at 4% or $269,987 at 6%; with 50% employer match about $269,987 at 4% or $179,991 at 6%; with 100% employer match about $202,490 at 4% or $134,994 at 6%. |
| 2018 | 1 | 18 | $3,704,391 | $566,116 | $31,451iApproximate average salary by contribution assumption: employee only about $786,272 at 4% or $524,181 at 6%; with 50% employer match about $524,181 at 4% or $349,454 at 6%; with 100% employer match about $393,136 at 4% or $262,091 at 6%. |
| F.H. Chase Inc. 401K Plan | - | 18 | $3,704,391 | $566,116 | $31,451iApproximate average salary by contribution assumption: employee only about $786,272 at 4% or $524,181 at 6%; with 50% employer match about $524,181 at 4% or $349,454 at 6%; with 100% employer match about $393,136 at 4% or $262,091 at 6%. |
| 2017 | 2 | 18 | $3,362,041 | $278,748 | $15,486iApproximate average salary by contribution assumption: employee only about $387,150 at 4% or $258,100 at 6%; with 50% employer match about $258,100 at 4% or $172,067 at 6%; with 100% employer match about $193,575 at 4% or $129,050 at 6%. |
| F.H. Chase Inc. 401K Plan | - | 18 | $3,362,041 | $278,748 | $15,486iApproximate average salary by contribution assumption: employee only about $387,150 at 4% or $258,100 at 6%; with 50% employer match about $258,100 at 4% or $172,067 at 6%; with 100% employer match about $193,575 at 4% or $129,050 at 6%. |
| F. H. Chase Incorporated Employee Stock Ownership Plan | - | 0 | - | - | - |
| 2016 | 2 | 18 | $3,112,302 | $124,422 | $6,912iApproximate average salary by contribution assumption: employee only about $172,808 at 4% or $115,206 at 6%; with 50% employer match about $115,206 at 4% or $76,804 at 6%; with 100% employer match about $86,404 at 4% or $57,603 at 6%. |
| F.H. Chase Inc. 401K Plan | - | 18 | $2,753,350 | $124,422 | $6,912iApproximate average salary by contribution assumption: employee only about $172,808 at 4% or $115,206 at 6%; with 50% employer match about $115,206 at 4% or $76,804 at 6%; with 100% employer match about $86,404 at 4% or $57,603 at 6%. |
| F. H. Chase Incorporated Employee Stock Ownership Plan | - | 11 | $358,952 | - | - |
| 2015 | 2 | 17 | $2,695,465 | $268,659 | $15,803iApproximate average salary by contribution assumption: employee only about $395,087 at 4% or $263,391 at 6%; with 50% employer match about $263,391 at 4% or $175,594 at 6%; with 100% employer match about $197,543 at 4% or $131,696 at 6%. |
| F.H. Chase Inc. 401K Plan | - | 17 | $2,366,153 | $268,659 | $15,803iApproximate average salary by contribution assumption: employee only about $395,087 at 4% or $263,391 at 6%; with 50% employer match about $263,391 at 4% or $175,594 at 6%; with 100% employer match about $197,543 at 4% or $131,696 at 6%. |
| F. H. Chase Incorporated Employee Stock Ownership Plan | - | 13 | $329,312 | - | - |
| 2014 | 2 | 15 | $2,488,977 | $92,622 | $6,175iApproximate average salary by contribution assumption: employee only about $154,370 at 4% or $102,913 at 6%; with 50% employer match about $102,913 at 4% or $68,609 at 6%; with 100% employer match about $77,185 at 4% or $51,457 at 6%. |
| F.H. Chase Inc. 401K Plan | - | 15 | $2,159,665 | $92,622 | $6,175iApproximate average salary by contribution assumption: employee only about $154,370 at 4% or $102,913 at 6%; with 50% employer match about $102,913 at 4% or $68,609 at 6%; with 100% employer match about $77,185 at 4% or $51,457 at 6%. |
| F. H. Chase Incorporated Employee Stock Ownership Plan | - | 13 | $329,312 | - | - |
| 2013 | 2 | 14 | $2,259,836 | $57,023 | $4,073iApproximate average salary by contribution assumption: employee only about $101,827 at 4% or $67,885 at 6%; with 50% employer match about $67,885 at 4% or $45,256 at 6%; with 100% employer match about $50,913 at 4% or $33,942 at 6%. |
| F.H. Chase Inc. 401K Plan | - | 14 | $1,937,848 | $57,023 | $4,073iApproximate average salary by contribution assumption: employee only about $101,827 at 4% or $67,885 at 6%; with 50% employer match about $67,885 at 4% or $45,256 at 6%; with 100% employer match about $50,913 at 4% or $33,942 at 6%. |
| F. H. Chase Incorporated Employee Stock Ownership Plan | - | 12 | $321,988 | - | - |
| 2012 | 2 | 15 | $1,900,750 | $78,661 | $5,244iApproximate average salary by contribution assumption: employee only about $131,102 at 4% or $87,401 at 6%; with 50% employer match about $87,401 at 4% or $58,267 at 6%; with 100% employer match about $65,551 at 4% or $43,701 at 6%. |
| F.H. Chase Inc. 401K Plan | - | 15 | $1,556,491 | $78,661 | $5,244iApproximate average salary by contribution assumption: employee only about $131,102 at 4% or $87,401 at 6%; with 50% employer match about $87,401 at 4% or $58,267 at 6%; with 100% employer match about $65,551 at 4% or $43,701 at 6%. |
| F. H. Chase Incorporated Employee Stock Ownership Plan | - | 14 | $344,259 | - | - |
| 2011 | 2 | 14 | $1,664,250 | $65,070 | $4,648iApproximate average salary by contribution assumption: employee only about $116,196 at 4% or $77,464 at 6%; with 50% employer match about $77,464 at 4% or $51,643 at 6%; with 100% employer match about $58,098 at 4% or $38,732 at 6%. |
| F.H. Chase Inc. 401K Plan | - | 14 | $1,319,995 | $65,070 | $4,648iApproximate average salary by contribution assumption: employee only about $116,196 at 4% or $77,464 at 6%; with 50% employer match about $77,464 at 4% or $51,643 at 6%; with 100% employer match about $58,098 at 4% or $38,732 at 6%. |
| F. H. Chase Incorporated Employee Stock Ownership Plan | - | 12 | $344,255 | - | - |
| 2010 | 2 | 15 | $1,637,066 | $85,403 | $5,694iApproximate average salary by contribution assumption: employee only about $142,338 at 4% or $94,892 at 6%; with 50% employer match about $94,892 at 4% or $63,261 at 6%; with 100% employer match about $71,169 at 4% or $47,446 at 6%. |
| F.H. Chase Inc. 401K Plan | - | 15 | $1,300,073 | $85,403 | $5,694iApproximate average salary by contribution assumption: employee only about $142,338 at 4% or $94,892 at 6%; with 50% employer match about $94,892 at 4% or $63,261 at 6%; with 100% employer match about $71,169 at 4% or $47,446 at 6%. |
| F. H. Chase Incorporated Employee Stock Ownership Plan | - | 15 | $336,993 | - | - |
| 2009 | 2 | 15 | $1,478,630 | $85,322 | $5,688iApproximate average salary by contribution assumption: employee only about $142,203 at 4% or $94,802 at 6%; with 50% employer match about $94,802 at 4% or $63,201 at 6%; with 100% employer match about $71,102 at 4% or $47,401 at 6%. |
| F.H. Chase Inc. 401K Plan | - | 13 | $1,141,637 | $85,322 | $6,563iApproximate average salary by contribution assumption: employee only about $164,081 at 4% or $109,387 at 6%; with 50% employer match about $109,387 at 4% or $72,925 at 6%; with 100% employer match about $82,040 at 4% or $54,694 at 6%. |
| F. H. Chase Incorporated Employee Stock Ownership Plan | - | 15 | $336,993 | - | - |
| 2008 | 2 | 16 | $1,188,796 | $63,077 | $3,942iApproximate average salary by contribution assumption: employee only about $98,558 at 4% or $65,705 at 6%; with 50% employer match about $65,705 at 4% or $43,803 at 6%; with 100% employer match about $49,279 at 4% or $32,853 at 6%. |
| F.H. Chase Inc. 401K Plan | - | 16 | $851,787 | $63,077 | $3,942iApproximate average salary by contribution assumption: employee only about $98,558 at 4% or $65,705 at 6%; with 50% employer match about $65,705 at 4% or $43,803 at 6%; with 100% employer match about $49,279 at 4% or $32,853 at 6%. |
| F. H. Chase Incorporated Employee Stock Ownership Plan | - | 11 | $337,009 | - | - |
| 2007 | 2 | 16 | $0 | $0 | - |
| F. H. Chase Incorporated Employee Stock Ownership Plan | - | 15 | - | - | - |
| F.H. Chase Inc. 401K Plan | - | 16 | - | - | - |
| 2006 | 2 | 15 | $1,463,701 | $82,162 | $5,477iApproximate average salary by contribution assumption: employee only about $136,937 at 4% or $91,291 at 6%; with 50% employer match about $91,291 at 4% or $60,861 at 6%; with 100% employer match about $68,468 at 4% or $45,646 at 6%. |
| F.H. Chase Inc. 401K Plan | - | 15 | $1,094,201 | $82,162 | $5,477iApproximate average salary by contribution assumption: employee only about $136,937 at 4% or $91,291 at 6%; with 50% employer match about $91,291 at 4% or $60,861 at 6%; with 100% employer match about $68,468 at 4% or $45,646 at 6%. |
| F. H. Chase Incorporated Employee Stock Ownership Plan | - | 15 | $369,500 | - | - |
| 2005 | 2 | 15 | $1,316,738 | $222,206 | $14,814iApproximate average salary by contribution assumption: employee only about $370,343 at 4% or $246,896 at 6%; with 50% employer match about $246,896 at 4% or $164,597 at 6%; with 100% employer match about $185,172 at 4% or $123,448 at 6%. |
| F.H. Chase Inc. 401K Plan | - | 15 | $947,238 | $222,206 | $14,814iApproximate average salary by contribution assumption: employee only about $370,343 at 4% or $246,896 at 6%; with 50% employer match about $246,896 at 4% or $164,597 at 6%; with 100% employer match about $185,172 at 4% or $123,448 at 6%. |
| F. H. Chase Incorporated Employee Stock Ownership Plan | - | 15 | $369,500 | - | - |
| 2004 | 2 | 17 | $1,089,774 | $73,810 | $4,342iApproximate average salary by contribution assumption: employee only about $108,544 at 4% or $72,363 at 6%; with 50% employer match about $72,363 at 4% or $48,242 at 6%; with 100% employer match about $54,272 at 4% or $36,181 at 6%. |
| F.H. Chase Inc. 401K Plan | - | 17 | $752,856 | $73,810 | $4,342iApproximate average salary by contribution assumption: employee only about $108,544 at 4% or $72,363 at 6%; with 50% employer match about $72,363 at 4% or $48,242 at 6%; with 100% employer match about $54,272 at 4% or $36,181 at 6%. |
| F. H. Chase Incorporated Employee Stock Ownership Plan | - | 15 | $336,918 | - | - |
| 2003 | 2 | 16 | $653,292 | $82,419 | $5,151iApproximate average salary by contribution assumption: employee only about $128,780 at 4% or $85,853 at 6%; with 50% employer match about $85,853 at 4% or $57,235 at 6%; with 100% employer match about $64,390 at 4% or $42,927 at 6%. |
| F.H. Chase Inc. 401K Plan | - | 16 | $653,292 | $82,419 | $5,151iApproximate average salary by contribution assumption: employee only about $128,780 at 4% or $85,853 at 6%; with 50% employer match about $85,853 at 4% or $57,235 at 6%; with 100% employer match about $64,390 at 4% or $42,927 at 6%. |
| F. H. Chase Incorporated Employee Stock Ownership Plan | - | 15 | - | - | - |
| 2002 | 2 | 21 | $0 | $0 | - |
| F.H. Chase Inc. 401K Plan | - | 21 | - | - | - |
| F. H. Chase Incorporated Employee Stock Ownership Plan | - | 19 | - | - | - |
| 2001 | 3 | 26 | $0 | $0 | - |
| F. H. Chase Incorporated Employee Stock Ownership Plan | - | 0 | - | - | - |
| F.H. Chase Inc. 401K Plan | - | 0 | - | - | - |
| F. H. Chase Incorporated Employee Stock Ownership Plan | - | 26 | - | - | - |
| 2000 | 2 | 21 | $0 | $0 | - |
| F. H. Chase Incorporated Employee Stock Ownership Plan | - | 15 | - | - | - |
| F.H. Chase Inc. 401K Plan | - | 21 | - | - | - |
| 1999 | 2 | 19 | $466,814 | $55,402 | $2,916iApproximate average salary by contribution assumption: employee only about $72,897 at 4% or $48,598 at 6%; with 50% employer match about $48,598 at 4% or $32,399 at 6%; with 100% employer match about $36,449 at 4% or $24,299 at 6%. |
| F.H. Chase Inc. 401K Plan | - | 19 | $248,271 | $55,402 | $2,916iApproximate average salary by contribution assumption: employee only about $72,897 at 4% or $48,598 at 6%; with 50% employer match about $48,598 at 4% or $32,399 at 6%; with 100% employer match about $36,449 at 4% or $24,299 at 6%. |
| F. H. Chase Incorporated Employee Stock Ownership Plan | - | 16 | $218,543 | - | - |