Civic Intelligence

Chartwell Advisors Inc.

Plan context: Chartwell Advisors Inc. Pension Plan

EIN 13-3743111 • 7 filings • 1 plans

Current Snapshot

Latest Year

2006

2006 Participants

2

2006 Assets

$1,155,000

2006 Contributions

$100,000

Historical Graphs

Total Assets Over Time

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

$1,155,000$577,500$0199920032006YearValue
$1,155,000Latest year 2006

Participants Over Time

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

210199920032006YearValue
2Latest year 2006

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
200612$1,155,000$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Chartwell Advisors Inc. Pension Plan-2$1,155,000$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
200512$900,000$121,257$60,629iApproximate average salary by contribution assumption: employee only about $1,515,713 at 4% or $1,010,475 at 6%; with 50% employer match about $1,010,475 at 4% or $673,650 at 6%; with 100% employer match about $757,856 at 4% or $505,238 at 6%.
Chartwell Advisors Inc. Pension Plan-2$900,000$121,257$60,629iApproximate average salary by contribution assumption: employee only about $1,515,713 at 4% or $1,010,475 at 6%; with 50% employer match about $1,010,475 at 4% or $673,650 at 6%; with 100% employer match about $757,856 at 4% or $505,238 at 6%.
200412$722,964$101,312$50,656iApproximate average salary by contribution assumption: employee only about $1,266,400 at 4% or $844,267 at 6%; with 50% employer match about $844,267 at 4% or $562,844 at 6%; with 100% employer match about $633,200 at 4% or $422,133 at 6%.
Chartwell Advisors Inc. Pension Plan-2$722,964$101,312$50,656iApproximate average salary by contribution assumption: employee only about $1,266,400 at 4% or $844,267 at 6%; with 50% employer match about $844,267 at 4% or $562,844 at 6%; with 100% employer match about $633,200 at 4% or $422,133 at 6%.
200312$568,711$101,312$50,656iApproximate average salary by contribution assumption: employee only about $1,266,400 at 4% or $844,267 at 6%; with 50% employer match about $844,267 at 4% or $562,844 at 6%; with 100% employer match about $633,200 at 4% or $422,133 at 6%.
Chartwell Advisors Inc. Pension Plan-2$568,711$101,312$50,656iApproximate average salary by contribution assumption: employee only about $1,266,400 at 4% or $844,267 at 6%; with 50% employer match about $844,267 at 4% or $562,844 at 6%; with 100% employer match about $633,200 at 4% or $422,133 at 6%.
200212$389,863$95,602$47,801iApproximate average salary by contribution assumption: employee only about $1,195,025 at 4% or $796,683 at 6%; with 50% employer match about $796,683 at 4% or $531,122 at 6%; with 100% employer match about $597,513 at 4% or $398,342 at 6%.
Chartwell Advisors Inc. Pension Plan-2$389,863$95,602$47,801iApproximate average salary by contribution assumption: employee only about $1,195,025 at 4% or $796,683 at 6%; with 50% employer match about $796,683 at 4% or $531,122 at 6%; with 100% employer match about $597,513 at 4% or $398,342 at 6%.
200012$221,661$47,984$23,992iApproximate average salary by contribution assumption: employee only about $599,800 at 4% or $399,867 at 6%; with 50% employer match about $399,867 at 4% or $266,578 at 6%; with 100% employer match about $299,900 at 4% or $199,933 at 6%.
Chartwell Advisors Inc. Pension Plan-2$221,661$47,984$23,992iApproximate average salary by contribution assumption: employee only about $599,800 at 4% or $399,867 at 6%; with 50% employer match about $399,867 at 4% or $266,578 at 6%; with 100% employer match about $299,900 at 4% or $199,933 at 6%.
199912$232,872$60,886$30,443iApproximate average salary by contribution assumption: employee only about $761,075 at 4% or $507,383 at 6%; with 50% employer match about $507,383 at 4% or $338,256 at 6%; with 100% employer match about $380,538 at 4% or $253,692 at 6%.
Chartwell Advisors Inc. Pension Plan-2$232,872$60,886$30,443iApproximate average salary by contribution assumption: employee only about $761,075 at 4% or $507,383 at 6%; with 50% employer match about $507,383 at 4% or $338,256 at 6%; with 100% employer match about $380,538 at 4% or $253,692 at 6%.