Civic Intelligence

Chelli & Bush

Plan context: Chelli & Bush Cash Balance Plan

EIN 13-3522447 • Staten Island, NY • 27 filings • 4 plans

149 New Dorp LnStaten Island, NY 10306-3003
Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$1,879,684

2024 Contributions

$411,729

Historical Graphs

Total Assets Over Time

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

$1,879,684$939,842$0200020122024YearValue
$1,879,684Latest year 2024

Participants Over Time

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

19100200020122024YearValue
19Latest year 2024

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
2024219$1,879,684$411,729$21,670iApproximate average salary by contribution assumption: employee only about $541,749 at 4% or $361,166 at 6%; with 50% employer match about $361,166 at 4% or $240,777 at 6%; with 100% employer match about $270,874 at 4% or $180,583 at 6%.
Chelli & Bush Cash Balance Plan-6$1,038,748$295,564$49,261iApproximate average salary by contribution assumption: employee only about $1,231,517 at 4% or $821,011 at 6%; with 50% employer match about $821,011 at 4% or $547,341 at 6%; with 100% employer match about $615,758 at 4% or $410,506 at 6%.
Chelli & Bush 401(K) Plan-19$840,936$116,165$6,114iApproximate average salary by contribution assumption: employee only about $152,849 at 4% or $101,899 at 6%; with 50% employer match about $101,899 at 4% or $67,933 at 6%; with 100% employer match about $76,424 at 4% or $50,950 at 6%.
2023216$1,378,663$417,346$26,084iApproximate average salary by contribution assumption: employee only about $652,103 at 4% or $434,735 at 6%; with 50% employer match about $434,735 at 4% or $289,824 at 6%; with 100% employer match about $326,052 at 4% or $217,368 at 6%.
Chelli & Bush Cash Balance Plan-7$728,842$270,574$38,653iApproximate average salary by contribution assumption: employee only about $966,336 at 4% or $644,224 at 6%; with 50% employer match about $644,224 at 4% or $429,483 at 6%; with 100% employer match about $483,168 at 4% or $322,112 at 6%.
Chelli & Bush 401(K) Plan-16$649,821$146,772$9,173iApproximate average salary by contribution assumption: employee only about $229,331 at 4% or $152,888 at 6%; with 50% employer match about $152,888 at 4% or $101,925 at 6%; with 100% employer match about $114,666 at 4% or $76,444 at 6%.
2022211$953,278$282,899$25,718iApproximate average salary by contribution assumption: employee only about $642,952 at 4% or $428,635 at 6%; with 50% employer match about $428,635 at 4% or $285,757 at 6%; with 100% employer match about $321,476 at 4% or $214,317 at 6%.
Chelli & Bush 401(K) Plan-11$508,303$45,306$4,119iApproximate average salary by contribution assumption: employee only about $102,968 at 4% or $68,645 at 6%; with 50% employer match about $68,645 at 4% or $45,764 at 6%; with 100% employer match about $51,484 at 4% or $34,323 at 6%.
Chelli & Bush Cash Balance Plan-5$444,975$237,593$47,519iApproximate average salary by contribution assumption: employee only about $1,187,965 at 4% or $791,977 at 6%; with 50% employer match about $791,977 at 4% or $527,984 at 6%; with 100% employer match about $593,983 at 4% or $395,988 at 6%.
2021213$1,012,334$330,996$25,461iApproximate average salary by contribution assumption: employee only about $636,531 at 4% or $424,354 at 6%; with 50% employer match about $424,354 at 4% or $282,903 at 6%; with 100% employer match about $318,265 at 4% or $212,177 at 6%.
Chelli & Bush 401(K) Plan-13$806,655$125,317$9,640iApproximate average salary by contribution assumption: employee only about $240,994 at 4% or $160,663 at 6%; with 50% employer match about $160,663 at 4% or $107,109 at 6%; with 100% employer match about $120,497 at 4% or $80,331 at 6%.
Chelli & Bush Cash Balance Plan-6$205,679$205,679$34,280iApproximate average salary by contribution assumption: employee only about $856,996 at 4% or $571,331 at 6%; with 50% employer match about $571,331 at 4% or $380,887 at 6%; with 100% employer match about $428,498 at 4% or $285,665 at 6%.
202016$613,497$18,115$3,019iApproximate average salary by contribution assumption: employee only about $75,479 at 4% or $50,319 at 6%; with 50% employer match about $50,319 at 4% or $33,546 at 6%; with 100% employer match about $37,740 at 4% or $25,160 at 6%.
Chelli & Bush 401(K) Plan-6$613,497$18,115$3,019iApproximate average salary by contribution assumption: employee only about $75,479 at 4% or $50,319 at 6%; with 50% employer match about $50,319 at 4% or $33,546 at 6%; with 100% employer match about $37,740 at 4% or $25,160 at 6%.
201818$745,815$55,415$6,927iApproximate average salary by contribution assumption: employee only about $173,172 at 4% or $115,448 at 6%; with 50% employer match about $115,448 at 4% or $76,965 at 6%; with 100% employer match about $86,586 at 4% or $57,724 at 6%.
Chelli & Bush 401(K) Plan-8$745,815$55,415$6,927iApproximate average salary by contribution assumption: employee only about $173,172 at 4% or $115,448 at 6%; with 50% employer match about $115,448 at 4% or $76,965 at 6%; with 100% employer match about $86,586 at 4% or $57,724 at 6%.
201719$946,618$52,450$5,828iApproximate average salary by contribution assumption: employee only about $145,694 at 4% or $97,130 at 6%; with 50% employer match about $97,130 at 4% or $64,753 at 6%; with 100% employer match about $72,847 at 4% or $48,565 at 6%.
Chelli & Bush 401(K) Plan-9$946,618$52,450$5,828iApproximate average salary by contribution assumption: employee only about $145,694 at 4% or $97,130 at 6%; with 50% employer match about $97,130 at 4% or $64,753 at 6%; with 100% employer match about $72,847 at 4% or $48,565 at 6%.
201618$801,960$52,208$6,526iApproximate average salary by contribution assumption: employee only about $163,150 at 4% or $108,767 at 6%; with 50% employer match about $108,767 at 4% or $72,511 at 6%; with 100% employer match about $81,575 at 4% or $54,383 at 6%.
Chelli & Bush 401(K) Plan-8$801,960$52,208$6,526iApproximate average salary by contribution assumption: employee only about $163,150 at 4% or $108,767 at 6%; with 50% employer match about $108,767 at 4% or $72,511 at 6%; with 100% employer match about $81,575 at 4% or $54,383 at 6%.
201518$698,511$54,660$6,833iApproximate average salary by contribution assumption: employee only about $170,813 at 4% or $113,875 at 6%; with 50% employer match about $113,875 at 4% or $75,917 at 6%; with 100% employer match about $85,406 at 4% or $56,938 at 6%.
Chelli & Bush 401(K) Plan-8$698,511$54,660$6,833iApproximate average salary by contribution assumption: employee only about $170,813 at 4% or $113,875 at 6%; with 50% employer match about $113,875 at 4% or $75,917 at 6%; with 100% employer match about $85,406 at 4% or $56,938 at 6%.
201418$656,292$48,967$6,121iApproximate average salary by contribution assumption: employee only about $153,022 at 4% or $102,015 at 6%; with 50% employer match about $102,015 at 4% or $68,010 at 6%; with 100% employer match about $76,511 at 4% or $51,007 at 6%.
Chelli & Bush 401(K) Plan-8$656,292$48,967$6,121iApproximate average salary by contribution assumption: employee only about $153,022 at 4% or $102,015 at 6%; with 50% employer match about $102,015 at 4% or $68,010 at 6%; with 100% employer match about $76,511 at 4% or $51,007 at 6%.
201319$657,993$43,818$4,869iApproximate average salary by contribution assumption: employee only about $121,717 at 4% or $81,144 at 6%; with 50% employer match about $81,144 at 4% or $54,096 at 6%; with 100% employer match about $60,858 at 4% or $40,572 at 6%.
Chelli & Bush 401(K) Plan-9$657,993$43,818$4,869iApproximate average salary by contribution assumption: employee only about $121,717 at 4% or $81,144 at 6%; with 50% employer match about $81,144 at 4% or $54,096 at 6%; with 100% employer match about $60,858 at 4% or $40,572 at 6%.
201219$519,838$38,027$4,225iApproximate average salary by contribution assumption: employee only about $105,631 at 4% or $70,420 at 6%; with 50% employer match about $70,420 at 4% or $46,947 at 6%; with 100% employer match about $52,815 at 4% or $35,210 at 6%.
Chelli & Bush 401(K) Plan-9$519,838$38,027$4,225iApproximate average salary by contribution assumption: employee only about $105,631 at 4% or $70,420 at 6%; with 50% employer match about $70,420 at 4% or $46,947 at 6%; with 100% employer match about $52,815 at 4% or $35,210 at 6%.
2011110$467,613$43,030$4,303iApproximate average salary by contribution assumption: employee only about $107,575 at 4% or $71,717 at 6%; with 50% employer match about $71,717 at 4% or $47,811 at 6%; with 100% employer match about $53,788 at 4% or $35,858 at 6%.
Chelli & Bush 401(K) Plan-10$467,613$43,030$4,303iApproximate average salary by contribution assumption: employee only about $107,575 at 4% or $71,717 at 6%; with 50% employer match about $71,717 at 4% or $47,811 at 6%; with 100% employer match about $53,788 at 4% or $35,858 at 6%.
2010113$479,336$44,895$3,453iApproximate average salary by contribution assumption: employee only about $86,337 at 4% or $57,558 at 6%; with 50% employer match about $57,558 at 4% or $38,372 at 6%; with 100% employer match about $43,168 at 4% or $28,779 at 6%.
Chelli & Bush 401(K) Plan-13$479,336$44,895$3,453iApproximate average salary by contribution assumption: employee only about $86,337 at 4% or $57,558 at 6%; with 50% employer match about $57,558 at 4% or $38,372 at 6%; with 100% employer match about $43,168 at 4% or $28,779 at 6%.
2009113$376,967$36,555$2,812iApproximate average salary by contribution assumption: employee only about $70,298 at 4% or $46,865 at 6%; with 50% employer match about $46,865 at 4% or $31,244 at 6%; with 100% employer match about $35,149 at 4% or $23,433 at 6%.
Chelli & Bush 401(K) Plan-13$376,967$36,555$2,812iApproximate average salary by contribution assumption: employee only about $70,298 at 4% or $46,865 at 6%; with 50% employer match about $46,865 at 4% or $31,244 at 6%; with 100% employer match about $35,149 at 4% or $23,433 at 6%.
2008113$288,683$40,753$3,135iApproximate average salary by contribution assumption: employee only about $78,371 at 4% or $52,247 at 6%; with 50% employer match about $52,247 at 4% or $34,832 at 6%; with 100% employer match about $39,186 at 4% or $26,124 at 6%.
Chelli & Bush 401(K) Plan-13$288,683$40,753$3,135iApproximate average salary by contribution assumption: employee only about $78,371 at 4% or $52,247 at 6%; with 50% employer match about $52,247 at 4% or $34,832 at 6%; with 100% employer match about $39,186 at 4% or $26,124 at 6%.
2007113$400,727$42,199$3,246iApproximate average salary by contribution assumption: employee only about $81,152 at 4% or $54,101 at 6%; with 50% employer match about $54,101 at 4% or $36,068 at 6%; with 100% employer match about $40,576 at 4% or $27,051 at 6%.
Chelli & Bush 401(K) Plan-13$400,727$42,199$3,246iApproximate average salary by contribution assumption: employee only about $81,152 at 4% or $54,101 at 6%; with 50% employer match about $54,101 at 4% or $36,068 at 6%; with 100% employer match about $40,576 at 4% or $27,051 at 6%.
2006114$322,276$44,663$3,190iApproximate average salary by contribution assumption: employee only about $79,755 at 4% or $53,170 at 6%; with 50% employer match about $53,170 at 4% or $35,447 at 6%; with 100% employer match about $39,878 at 4% or $26,585 at 6%.
Chelli & Bush 401(K) Plan-14$322,276$44,663$3,190iApproximate average salary by contribution assumption: employee only about $79,755 at 4% or $53,170 at 6%; with 50% employer match about $53,170 at 4% or $35,447 at 6%; with 100% employer match about $39,878 at 4% or $26,585 at 6%.
2005113$264,490$39,982$3,076iApproximate average salary by contribution assumption: employee only about $76,888 at 4% or $51,259 at 6%; with 50% employer match about $51,259 at 4% or $34,173 at 6%; with 100% employer match about $38,444 at 4% or $25,629 at 6%.
Chelli & Bush 401(K) Plan-13$264,490$39,982$3,076iApproximate average salary by contribution assumption: employee only about $76,888 at 4% or $51,259 at 6%; with 50% employer match about $51,259 at 4% or $34,173 at 6%; with 100% employer match about $38,444 at 4% or $25,629 at 6%.
2004112$208,470$45,195$3,766iApproximate average salary by contribution assumption: employee only about $94,156 at 4% or $62,771 at 6%; with 50% employer match about $62,771 at 4% or $41,847 at 6%; with 100% employer match about $47,078 at 4% or $31,385 at 6%.
Chelli & Bush 401(K) Plan-12$208,470$45,195$3,766iApproximate average salary by contribution assumption: employee only about $94,156 at 4% or $62,771 at 6%; with 50% employer match about $62,771 at 4% or $41,847 at 6%; with 100% employer match about $47,078 at 4% or $31,385 at 6%.
2003114$146,581$46,522$3,323iApproximate average salary by contribution assumption: employee only about $83,075 at 4% or $55,383 at 6%; with 50% employer match about $55,383 at 4% or $36,922 at 6%; with 100% employer match about $41,538 at 4% or $27,692 at 6%.
Chelli & Bush 401(K) Plan-14$146,581$46,522$3,323iApproximate average salary by contribution assumption: employee only about $83,075 at 4% or $55,383 at 6%; with 50% employer match about $55,383 at 4% or $36,922 at 6%; with 100% employer match about $41,538 at 4% or $27,692 at 6%.
2002114$82,154$47,075$3,363iApproximate average salary by contribution assumption: employee only about $84,063 at 4% or $56,042 at 6%; with 50% employer match about $56,042 at 4% or $37,361 at 6%; with 100% employer match about $42,031 at 4% or $28,021 at 6%.
Chelli & Bush 401(K) Plan-14$82,154$47,075$3,363iApproximate average salary by contribution assumption: employee only about $84,063 at 4% or $56,042 at 6%; with 50% employer match about $56,042 at 4% or $37,361 at 6%; with 100% employer match about $42,031 at 4% or $28,021 at 6%.
2000117$10,023$11,355$668iApproximate average salary by contribution assumption: employee only about $16,699 at 4% or $11,132 at 6%; with 50% employer match about $11,132 at 4% or $7,422 at 6%; with 100% employer match about $8,349 at 4% or $5,566 at 6%.
Chelli & Bush 401(K) Plan-17$10,023$11,355$668iApproximate average salary by contribution assumption: employee only about $16,699 at 4% or $11,132 at 6%; with 50% employer match about $11,132 at 4% or $7,422 at 6%; with 100% employer match about $8,349 at 4% or $5,566 at 6%.