Chaloner Associates Inc.
Plan context: CHALONER ASSOCIATES, INC. 401(K) PLAN
EIN 04-3443536 • Mclean, VA • 19 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$618,090
2024 Contributions
$106,854
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 | 9 | $618,090 | $106,854 | $11,873iApproximate average salary by contribution assumption: employee only about $296,817 at 4% or $197,878 at 6%; with 50% employer match about $197,878 at 4% or $131,919 at 6%; with 100% employer match about $148,408 at 4% or $98,939 at 6%. |
| CHALONER ASSOCIATES, INC. 401(K) PLAN | - | 9 | $618,090 | $106,854 | $11,873iApproximate average salary by contribution assumption: employee only about $296,817 at 4% or $197,878 at 6%; with 50% employer match about $197,878 at 4% or $131,919 at 6%; with 100% employer match about $148,408 at 4% or $98,939 at 6%. |
| 2023 | 1 | 13 | $602,722 | $160,834 | $12,372iApproximate average salary by contribution assumption: employee only about $309,296 at 4% or $206,197 at 6%; with 50% employer match about $206,197 at 4% or $137,465 at 6%; with 100% employer match about $154,648 at 4% or $103,099 at 6%. |
| CHALONER ASSOCIATES, INC. 401(K) PLAN | - | 13 | $602,722 | $160,834 | $12,372iApproximate average salary by contribution assumption: employee only about $309,296 at 4% or $206,197 at 6%; with 50% employer match about $206,197 at 4% or $137,465 at 6%; with 100% employer match about $154,648 at 4% or $103,099 at 6%. |
| 2022 | 1 | 15 | $508,919 | $163,855 | $10,924iApproximate average salary by contribution assumption: employee only about $273,092 at 4% or $182,061 at 6%; with 50% employer match about $182,061 at 4% or $121,374 at 6%; with 100% employer match about $136,546 at 4% or $91,031 at 6%. |
| CHALONER ASSOCIATES, INC. 401(K) PLAN | - | 15 | $508,919 | $163,855 | $10,924iApproximate average salary by contribution assumption: employee only about $273,092 at 4% or $182,061 at 6%; with 50% employer match about $182,061 at 4% or $121,374 at 6%; with 100% employer match about $136,546 at 4% or $91,031 at 6%. |
| 2021 | 1 | 15 | $413,290 | $253,169 | $16,878iApproximate average salary by contribution assumption: employee only about $421,948 at 4% or $281,299 at 6%; with 50% employer match about $281,299 at 4% or $187,533 at 6%; with 100% employer match about $210,974 at 4% or $140,649 at 6%. |
| CHALONER ASSOCIATES, INC. 401(K) PLAN | - | 15 | $413,290 | $253,169 | $16,878iApproximate average salary by contribution assumption: employee only about $421,948 at 4% or $281,299 at 6%; with 50% employer match about $281,299 at 4% or $187,533 at 6%; with 100% employer match about $210,974 at 4% or $140,649 at 6%. |
| 2020 | 1 | 6 | $139,665 | $71,632 | $11,939iApproximate average salary by contribution assumption: employee only about $298,467 at 4% or $198,978 at 6%; with 50% employer match about $198,978 at 4% or $132,652 at 6%; with 100% employer match about $149,233 at 4% or $99,489 at 6%. |
| CHALONER ASSOCIATES, INC. 401(K) PLAN | - | 6 | $139,665 | $71,632 | $11,939iApproximate average salary by contribution assumption: employee only about $298,467 at 4% or $198,978 at 6%; with 50% employer match about $198,978 at 4% or $132,652 at 6%; with 100% employer match about $149,233 at 4% or $99,489 at 6%. |
| 2019 | 1 | 6 | $148,255 | $50,845 | $8,474iApproximate average salary by contribution assumption: employee only about $211,854 at 4% or $141,236 at 6%; with 50% employer match about $141,236 at 4% or $94,157 at 6%; with 100% employer match about $105,927 at 4% or $70,618 at 6%. |
| CHALONER ASSOCIATES, INC. 401(K) PLAN | - | 6 | $148,255 | $50,845 | $8,474iApproximate average salary by contribution assumption: employee only about $211,854 at 4% or $141,236 at 6%; with 50% employer match about $141,236 at 4% or $94,157 at 6%; with 100% employer match about $105,927 at 4% or $70,618 at 6%. |
| 2018 | 1 | 4 | $80,588 | $45,052 | $11,263iApproximate average salary by contribution assumption: employee only about $281,575 at 4% or $187,717 at 6%; with 50% employer match about $187,717 at 4% or $125,144 at 6%; with 100% employer match about $140,788 at 4% or $93,858 at 6%. |
| CHALONER ASSOCIATES, INC. 401(K) PLAN | - | 4 | $80,588 | $45,052 | $11,263iApproximate average salary by contribution assumption: employee only about $281,575 at 4% or $187,717 at 6%; with 50% employer match about $187,717 at 4% or $125,144 at 6%; with 100% employer match about $140,788 at 4% or $93,858 at 6%. |
| 2017 | 1 | 5 | $47,943 | $26,313 | $5,263iApproximate average salary by contribution assumption: employee only about $131,565 at 4% or $87,710 at 6%; with 50% employer match about $87,710 at 4% or $58,473 at 6%; with 100% employer match about $65,783 at 4% or $43,855 at 6%. |
| CHALONER ASSOCIATES, INC. 401(K) PLAN | - | 5 | $47,943 | $26,313 | $5,263iApproximate average salary by contribution assumption: employee only about $131,565 at 4% or $87,710 at 6%; with 50% employer match about $87,710 at 4% or $58,473 at 6%; with 100% employer match about $65,783 at 4% or $43,855 at 6%. |
| 2015 | 2 | 0 | $0 | $0 | - |
| Chaloner Associates 401(K) Plan | - | 0 | $0 | $0 | - |
| CHALONER ASSOCIATES, INC. 401(K) PLAN | - | 0 | $0 | $0 | - |
| 2009 | 1 | 0 | $0 | $1,643 | - |
| Chaloner Associates 401(K) Plan | - | 0 | - | $1,643 | - |
| 2008 | 1 | 7 | $142,157 | $4,266 | $609iApproximate average salary by contribution assumption: employee only about $15,236 at 4% or $10,157 at 6%; with 50% employer match about $10,157 at 4% or $6,771 at 6%; with 100% employer match about $7,618 at 4% or $5,079 at 6%. |
| Chaloner Associates 401(K) Plan | - | 7 | $142,157 | $4,266 | $609iApproximate average salary by contribution assumption: employee only about $15,236 at 4% or $10,157 at 6%; with 50% employer match about $10,157 at 4% or $6,771 at 6%; with 100% employer match about $7,618 at 4% or $5,079 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Chaloner Associates 401(K) Plan | - | 7 | - | - | - |
| 2006 | 1 | 4 | $150,145 | $0 | - |
| Chaloner Associates 401(K) Plan | - | 4 | $150,145 | - | - |
| 2005 | 1 | 4 | $153,160 | $77,580 | $19,395iApproximate average salary by contribution assumption: employee only about $484,875 at 4% or $323,250 at 6%; with 50% employer match about $323,250 at 4% or $215,500 at 6%; with 100% employer match about $242,438 at 4% or $161,625 at 6%. |
| Chaloner Associates 401(K) Plan | - | 4 | $153,160 | $77,580 | $19,395iApproximate average salary by contribution assumption: employee only about $484,875 at 4% or $323,250 at 6%; with 50% employer match about $323,250 at 4% or $215,500 at 6%; with 100% employer match about $242,438 at 4% or $161,625 at 6%. |
| 2003 | 1 | 3 | $58,374 | $0 | - |
| Chaloner Associates 401(K) Plan | - | 3 | $58,374 | - | - |
| 2002 | 1 | 4 | $54,269 | $0 | - |
| Chaloner Associates 401(K) Plan | - | 4 | $54,269 | - | - |
| 2001 | 1 | 4 | $58,244 | $0 | - |
| Chaloner Associates 401(K) Plan | - | 4 | $58,244 | - | - |
| 2000 | 1 | 4 | $62,222 | $29,345 | $7,336iApproximate average salary by contribution assumption: employee only about $183,406 at 4% or $122,271 at 6%; with 50% employer match about $122,271 at 4% or $81,514 at 6%; with 100% employer match about $91,703 at 4% or $61,135 at 6%. |
| Chaloner Associates 401(K) Plan | - | 4 | $62,222 | $29,345 | $7,336iApproximate average salary by contribution assumption: employee only about $183,406 at 4% or $122,271 at 6%; with 50% employer match about $122,271 at 4% or $81,514 at 6%; with 100% employer match about $91,703 at 4% or $61,135 at 6%. |