Chelus, Herdzik, & Speyer PC.
Plan context: Chelus, Herdzik, & Speyer PC. 401K Plan
EIN 16-1146717 • 30 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
23
2024 Assets
$7,593,072
2024 Contributions
$216,685
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 | 23 | $7,593,072 | $216,685 | $9,421iApproximate average salary by contribution assumption: employee only about $235,527 at 4% or $157,018 at 6%; with 50% employer match about $157,018 at 4% or $104,679 at 6%; with 100% employer match about $117,764 at 4% or $78,509 at 6%. |
| Chelus, Herdzik, & Speyer PC. 401K Plan | - | 23 | $7,593,072 | $216,685 | $9,421iApproximate average salary by contribution assumption: employee only about $235,527 at 4% or $157,018 at 6%; with 50% employer match about $157,018 at 4% or $104,679 at 6%; with 100% employer match about $117,764 at 4% or $78,509 at 6%. |
| 2023 | 1 | 22 | $8,246,095 | $216,491 | $9,841iApproximate average salary by contribution assumption: employee only about $246,013 at 4% or $164,008 at 6%; with 50% employer match about $164,008 at 4% or $109,339 at 6%; with 100% employer match about $123,006 at 4% or $82,004 at 6%. |
| Chelus, Herdzik, & Speyer PC. 401K Plan | - | 22 | $8,246,095 | $216,491 | $9,841iApproximate average salary by contribution assumption: employee only about $246,013 at 4% or $164,008 at 6%; with 50% employer match about $164,008 at 4% or $109,339 at 6%; with 100% employer match about $123,006 at 4% or $82,004 at 6%. |
| 2022 | 1 | 25 | $7,343,283 | $216,949 | $8,678iApproximate average salary by contribution assumption: employee only about $216,949 at 4% or $144,633 at 6%; with 50% employer match about $144,633 at 4% or $96,422 at 6%; with 100% employer match about $108,474 at 4% or $72,316 at 6%. |
| Chelus, Herdzik, & Speyer PC. 401K Plan | - | 25 | $7,343,283 | $216,949 | $8,678iApproximate average salary by contribution assumption: employee only about $216,949 at 4% or $144,633 at 6%; with 50% employer match about $144,633 at 4% or $96,422 at 6%; with 100% employer match about $108,474 at 4% or $72,316 at 6%. |
| 2021 | 1 | 23 | $6,628,406 | $202,870 | $8,820iApproximate average salary by contribution assumption: employee only about $220,511 at 4% or $147,007 at 6%; with 50% employer match about $147,007 at 4% or $98,005 at 6%; with 100% employer match about $110,255 at 4% or $73,504 at 6%. |
| Chelus, Herdzik, & Speyer PC. 401K Plan | - | 23 | $6,628,406 | $202,870 | $8,820iApproximate average salary by contribution assumption: employee only about $220,511 at 4% or $147,007 at 6%; with 50% employer match about $147,007 at 4% or $98,005 at 6%; with 100% employer match about $110,255 at 4% or $73,504 at 6%. |
| 2020 | 1 | 27 | $7,728,234 | $213,555 | $7,909iApproximate average salary by contribution assumption: employee only about $197,736 at 4% or $131,824 at 6%; with 50% employer match about $131,824 at 4% or $87,883 at 6%; with 100% employer match about $98,868 at 4% or $65,912 at 6%. |
| Chelus, Herdzik, & Speyer PC. 401K Plan | - | 27 | $7,728,234 | $213,555 | $7,909iApproximate average salary by contribution assumption: employee only about $197,736 at 4% or $131,824 at 6%; with 50% employer match about $131,824 at 4% or $87,883 at 6%; with 100% employer match about $98,868 at 4% or $65,912 at 6%. |
| 2019 | 1 | 24 | $5,953,677 | $155,259 | $6,469iApproximate average salary by contribution assumption: employee only about $161,728 at 4% or $107,819 at 6%; with 50% employer match about $107,819 at 4% or $71,879 at 6%; with 100% employer match about $80,864 at 4% or $53,909 at 6%. |
| Chelus, Herdzik, & Speyer PC. 401K Plan | - | 24 | $5,953,677 | $155,259 | $6,469iApproximate average salary by contribution assumption: employee only about $161,728 at 4% or $107,819 at 6%; with 50% employer match about $107,819 at 4% or $71,879 at 6%; with 100% employer match about $80,864 at 4% or $53,909 at 6%. |
| 2018 | 1 | 24 | $5,547,822 | $155,454 | $6,477iApproximate average salary by contribution assumption: employee only about $161,931 at 4% or $107,954 at 6%; with 50% employer match about $107,954 at 4% or $71,969 at 6%; with 100% employer match about $80,966 at 4% or $53,977 at 6%. |
| Chelus, Herdzik, & Speyer PC. 401K Plan | - | 24 | $5,547,822 | $155,454 | $6,477iApproximate average salary by contribution assumption: employee only about $161,931 at 4% or $107,954 at 6%; with 50% employer match about $107,954 at 4% or $71,969 at 6%; with 100% employer match about $80,966 at 4% or $53,977 at 6%. |
| 2017 | 1 | 25 | $4,974,634 | $144,368 | $5,775iApproximate average salary by contribution assumption: employee only about $144,368 at 4% or $96,245 at 6%; with 50% employer match about $96,245 at 4% or $64,164 at 6%; with 100% employer match about $72,184 at 4% or $48,123 at 6%. |
| Chelus, Herdzik, & Speyer PC. 401K Plan | - | 25 | $4,974,634 | $144,368 | $5,775iApproximate average salary by contribution assumption: employee only about $144,368 at 4% or $96,245 at 6%; with 50% employer match about $96,245 at 4% or $64,164 at 6%; with 100% employer match about $72,184 at 4% or $48,123 at 6%. |
| 2016 | 1 | 21 | $4,338,853 | $148,777 | $7,085iApproximate average salary by contribution assumption: employee only about $177,115 at 4% or $118,077 at 6%; with 50% employer match about $118,077 at 4% or $78,718 at 6%; with 100% employer match about $88,558 at 4% or $59,038 at 6%. |
| Chelus, Herdzik, & Speyer PC. 401K Plan | - | 21 | $4,338,853 | $148,777 | $7,085iApproximate average salary by contribution assumption: employee only about $177,115 at 4% or $118,077 at 6%; with 50% employer match about $118,077 at 4% or $78,718 at 6%; with 100% employer match about $88,558 at 4% or $59,038 at 6%. |
| 2015 | 1 | 21 | $3,718,137 | $139,135 | $6,625iApproximate average salary by contribution assumption: employee only about $165,637 at 4% or $110,425 at 6%; with 50% employer match about $110,425 at 4% or $73,616 at 6%; with 100% employer match about $82,818 at 4% or $55,212 at 6%. |
| Chelus, Herdzik, & Speyer PC. 401K Plan | - | 21 | $3,718,137 | $139,135 | $6,625iApproximate average salary by contribution assumption: employee only about $165,637 at 4% or $110,425 at 6%; with 50% employer match about $110,425 at 4% or $73,616 at 6%; with 100% employer match about $82,818 at 4% or $55,212 at 6%. |
| 2014 | 1 | 25 | $3,581,424 | $144,921 | $5,797iApproximate average salary by contribution assumption: employee only about $144,921 at 4% or $96,614 at 6%; with 50% employer match about $96,614 at 4% or $64,409 at 6%; with 100% employer match about $72,461 at 4% or $48,307 at 6%. |
| Chelus, Herdzik, & Speyer PC. 401K Plan | - | 25 | $3,581,424 | $144,921 | $5,797iApproximate average salary by contribution assumption: employee only about $144,921 at 4% or $96,614 at 6%; with 50% employer match about $96,614 at 4% or $64,409 at 6%; with 100% employer match about $72,461 at 4% or $48,307 at 6%. |
| 2013 | 1 | 23 | $3,324,160 | $167,540 | $7,284iApproximate average salary by contribution assumption: employee only about $182,109 at 4% or $121,406 at 6%; with 50% employer match about $121,406 at 4% or $80,937 at 6%; with 100% employer match about $91,054 at 4% or $60,703 at 6%. |
| Chelus, Herdzik, & Speyer PC. 401K Plan | - | 23 | $3,324,160 | $167,540 | $7,284iApproximate average salary by contribution assumption: employee only about $182,109 at 4% or $121,406 at 6%; with 50% employer match about $121,406 at 4% or $80,937 at 6%; with 100% employer match about $91,054 at 4% or $60,703 at 6%. |
| 2012 | 1 | 18 | $2,628,278 | $170,702 | $9,483iApproximate average salary by contribution assumption: employee only about $237,086 at 4% or $158,057 at 6%; with 50% employer match about $158,057 at 4% or $105,372 at 6%; with 100% employer match about $118,543 at 4% or $79,029 at 6%. |
| Chelus, Herdzik, & Speyer PC. 401K Plan | - | 18 | $2,628,278 | $170,702 | $9,483iApproximate average salary by contribution assumption: employee only about $237,086 at 4% or $158,057 at 6%; with 50% employer match about $158,057 at 4% or $105,372 at 6%; with 100% employer match about $118,543 at 4% or $79,029 at 6%. |
| 2011 | 1 | 23 | $2,806,411 | $209,254 | $9,098iApproximate average salary by contribution assumption: employee only about $227,450 at 4% or $151,633 at 6%; with 50% employer match about $151,633 at 4% or $101,089 at 6%; with 100% employer match about $113,725 at 4% or $75,817 at 6%. |
| Chelus, Herdzik, & Speyer PC. 401K Plan | - | 23 | $2,806,411 | $209,254 | $9,098iApproximate average salary by contribution assumption: employee only about $227,450 at 4% or $151,633 at 6%; with 50% employer match about $151,633 at 4% or $101,089 at 6%; with 100% employer match about $113,725 at 4% or $75,817 at 6%. |
| 2010 | 1 | 24 | $2,661,742 | $192,038 | $8,002iApproximate average salary by contribution assumption: employee only about $200,040 at 4% or $133,360 at 6%; with 50% employer match about $133,360 at 4% or $88,906 at 6%; with 100% employer match about $100,020 at 4% or $66,680 at 6%. |
| Chelus, Herdzik, & Speyer PC. 401K Plan | - | 24 | $2,661,742 | $192,038 | $8,002iApproximate average salary by contribution assumption: employee only about $200,040 at 4% or $133,360 at 6%; with 50% employer match about $133,360 at 4% or $88,906 at 6%; with 100% employer match about $100,020 at 4% or $66,680 at 6%. |
| 2009 | 1 | 25 | $2,000,573 | $182,504 | $7,300iApproximate average salary by contribution assumption: employee only about $182,504 at 4% or $121,669 at 6%; with 50% employer match about $121,669 at 4% or $81,113 at 6%; with 100% employer match about $91,252 at 4% or $60,835 at 6%. |
| Chelus, Herdzik, & Speyer PC. 401K Plan | - | 25 | $2,000,573 | $182,504 | $7,300iApproximate average salary by contribution assumption: employee only about $182,504 at 4% or $121,669 at 6%; with 50% employer match about $121,669 at 4% or $81,113 at 6%; with 100% employer match about $91,252 at 4% or $60,835 at 6%. |
| 2008 | 1 | 30 | $0 | $0 | - |
| Chelus, Herdzik, & Speyer PC. 401K Plan | - | 30 | - | - | - |
| 2007 | 1 | 24 | $0 | $0 | - |
| Chelus, Herdzik, & Speyer PC. 401K Plan | - | 24 | - | - | - |
| 2006 | 2 | 25 | $995 | $15,321 | $613iApproximate average salary by contribution assumption: employee only about $15,321 at 4% or $10,214 at 6%; with 50% employer match about $10,214 at 4% or $6,809 at 6%; with 100% employer match about $7,661 at 4% or $5,107 at 6%. |
| CHELUS, HERDZIK & SPEYER, P.C. FLEXIBLE BENEFIT CAFETERIA PLAN | - | 20 | $995 | $15,321 | $766iApproximate average salary by contribution assumption: employee only about $19,151 at 4% or $12,768 at 6%; with 50% employer match about $12,768 at 4% or $8,512 at 6%; with 100% employer match about $9,576 at 4% or $6,384 at 6%. |
| Chelus, Herdzik, & Speyer PC. 401K Plan | - | 25 | - | - | - |
| 2005 | 2 | 26 | $1,592,765 | $166,366 | $6,399iApproximate average salary by contribution assumption: employee only about $159,967 at 4% or $106,645 at 6%; with 50% employer match about $106,645 at 4% or $71,097 at 6%; with 100% employer match about $79,984 at 4% or $53,322 at 6%. |
| Chelus, Herdzik, & Speyer PC. 401K Plan | - | 26 | $1,590,495 | $151,759 | $5,837iApproximate average salary by contribution assumption: employee only about $145,922 at 4% or $97,281 at 6%; with 50% employer match about $97,281 at 4% or $64,854 at 6%; with 100% employer match about $72,961 at 4% or $48,641 at 6%. |
| CHELUS, HERDZIK & SPEYER, P.C. FLEXIBLE BENEFIT CAFETERIA PLAN | - | 18 | $2,270 | $14,607 | $812iApproximate average salary by contribution assumption: employee only about $20,288 at 4% or $13,525 at 6%; with 50% employer match about $13,525 at 4% or $9,017 at 6%; with 100% employer match about $10,144 at 4% or $6,763 at 6%. |
| 2004 | 2 | 24 | $1,359,190 | $155,177 | $6,466iApproximate average salary by contribution assumption: employee only about $161,643 at 4% or $107,762 at 6%; with 50% employer match about $107,762 at 4% or $71,841 at 6%; with 100% employer match about $80,821 at 4% or $53,881 at 6%. |
| Chelus, Herdzik, & Speyer PC. 401K Plan | - | 24 | $1,357,827 | $138,776 | $5,782iApproximate average salary by contribution assumption: employee only about $144,558 at 4% or $96,372 at 6%; with 50% employer match about $96,372 at 4% or $64,248 at 6%; with 100% employer match about $72,279 at 4% or $48,186 at 6%. |
| CHELUS, HERDZIK & SPEYER, P.C. FLEXIBLE BENEFIT CAFETERIA PLAN | - | 19 | $1,363 | $16,401 | $863iApproximate average salary by contribution assumption: employee only about $21,580 at 4% or $14,387 at 6%; with 50% employer match about $14,387 at 4% or $9,591 at 6%; with 100% employer match about $10,790 at 4% or $7,193 at 6%. |
| 2003 | 2 | 23 | $242 | $8,406 | $365iApproximate average salary by contribution assumption: employee only about $9,137 at 4% or $6,091 at 6%; with 50% employer match about $6,091 at 4% or $4,061 at 6%; with 100% employer match about $4,568 at 4% or $3,046 at 6%. |
| CHELUS, HERDZIK & SPEYER, P.C. FLEXIBLE BENEFIT CAFETERIA PLAN | - | 22 | $242 | $8,406 | $382iApproximate average salary by contribution assumption: employee only about $9,552 at 4% or $6,368 at 6%; with 50% employer match about $6,368 at 4% or $4,245 at 6%; with 100% employer match about $4,776 at 4% or $3,184 at 6%. |
| Chelus, Herdzik, & Speyer PC. 401K Plan | - | 23 | - | - | - |
| 2002 | 1 | 20 | $0 | $0 | - |
| Chelus, Herdzik, & Speyer PC. 401K Plan | - | 20 | - | - | - |
| 2000 | 1 | 18 | $0 | $0 | - |
| Chelus, Herdzik, & Speyer PC. 401K Plan | - | 18 | - | - | - |
| 1999 | 2 | 19 | $1,508,011 | $96,083 | $5,057iApproximate average salary by contribution assumption: employee only about $126,425 at 4% or $84,283 at 6%; with 50% employer match about $84,283 at 4% or $56,189 at 6%; with 100% employer match about $63,213 at 4% or $42,142 at 6%. |
| Chelus, Herdzik, & Speyer PC. 401K Plan | - | 19 | $1,220,952 | $96,083 | $5,057iApproximate average salary by contribution assumption: employee only about $126,425 at 4% or $84,283 at 6%; with 50% employer match about $84,283 at 4% or $56,189 at 6%; with 100% employer match about $63,213 at 4% or $42,142 at 6%. |
| Chelus, Herdzik & Speyer Retirement Plan | - | 3 | $287,059 | - | - |