Civic Intelligence

Chatterton & Associates

Plan context: Chatterton & Associates 401(K) Plan

EIN 20-0999213 • Anaheim, CA • 29 filings • 3 plans

3061 East LA Palma AvenueAnaheim, CA 92806
Current Snapshot

Latest Year

2025

2025 Participants

31

2025 Assets

$4,774,151

2025 Contributions

$220,803

Historical Graphs

Total Assets Over Time

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

$4,774,151$2,387,076$0200520152025YearValue
$4,774,151Latest year 2025

Participants Over Time

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

32160200520152025YearValue
31Latest year 2025

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
2025131$4,774,151$220,803$7,123iApproximate average salary by contribution assumption: employee only about $178,067 at 4% or $118,711 at 6%; with 50% employer match about $118,711 at 4% or $79,141 at 6%; with 100% employer match about $89,033 at 4% or $59,356 at 6%.
Chatterton & Associates 401(K) Plan-31$4,774,151$220,803$7,123iApproximate average salary by contribution assumption: employee only about $178,067 at 4% or $118,711 at 6%; with 50% employer match about $118,711 at 4% or $79,141 at 6%; with 100% employer match about $89,033 at 4% or $59,356 at 6%.
2024132$4,017,151$214,350$6,698iApproximate average salary by contribution assumption: employee only about $167,461 at 4% or $111,641 at 6%; with 50% employer match about $111,641 at 4% or $74,427 at 6%; with 100% employer match about $83,730 at 4% or $55,820 at 6%.
Chatterton & Associates 401(K) Plan-32$4,017,151$214,350$6,698iApproximate average salary by contribution assumption: employee only about $167,461 at 4% or $111,641 at 6%; with 50% employer match about $111,641 at 4% or $74,427 at 6%; with 100% employer match about $83,730 at 4% or $55,820 at 6%.
2023128$3,400,097$234,207$8,365iApproximate average salary by contribution assumption: employee only about $209,113 at 4% or $139,409 at 6%; with 50% employer match about $139,409 at 4% or $92,939 at 6%; with 100% employer match about $104,557 at 4% or $69,704 at 6%.
Chatterton & Associates 401(K) Plan-28$3,400,097$234,207$8,365iApproximate average salary by contribution assumption: employee only about $209,113 at 4% or $139,409 at 6%; with 50% employer match about $139,409 at 4% or $92,939 at 6%; with 100% employer match about $104,557 at 4% or $69,704 at 6%.
2022125$3,500,193$237,314$9,493iApproximate average salary by contribution assumption: employee only about $237,314 at 4% or $158,209 at 6%; with 50% employer match about $158,209 at 4% or $105,473 at 6%; with 100% employer match about $118,657 at 4% or $79,105 at 6%.
Chatterton & Associates 401(K) Plan-25$3,500,193$237,314$9,493iApproximate average salary by contribution assumption: employee only about $237,314 at 4% or $158,209 at 6%; with 50% employer match about $158,209 at 4% or $105,473 at 6%; with 100% employer match about $118,657 at 4% or $79,105 at 6%.
2021123$3,834,480$409,308$17,796iApproximate average salary by contribution assumption: employee only about $444,900 at 4% or $296,600 at 6%; with 50% employer match about $296,600 at 4% or $197,733 at 6%; with 100% employer match about $222,450 at 4% or $148,300 at 6%.
Chatterton & Associates 401(K) Plan-23$3,834,480$409,308$17,796iApproximate average salary by contribution assumption: employee only about $444,900 at 4% or $296,600 at 6%; with 50% employer match about $296,600 at 4% or $197,733 at 6%; with 100% employer match about $222,450 at 4% or $148,300 at 6%.
2020115$2,972,875$178,365$11,891iApproximate average salary by contribution assumption: employee only about $297,275 at 4% or $198,183 at 6%; with 50% employer match about $198,183 at 4% or $132,122 at 6%; with 100% employer match about $148,638 at 4% or $99,092 at 6%.
Chatterton & Associates 401(K) Plan-15$2,972,875$178,365$11,891iApproximate average salary by contribution assumption: employee only about $297,275 at 4% or $198,183 at 6%; with 50% employer match about $198,183 at 4% or $132,122 at 6%; with 100% employer match about $148,638 at 4% or $99,092 at 6%.
2019115$2,479,345$186,871$12,458iApproximate average salary by contribution assumption: employee only about $311,452 at 4% or $207,634 at 6%; with 50% employer match about $207,634 at 4% or $138,423 at 6%; with 100% employer match about $155,726 at 4% or $103,817 at 6%.
Chatterton & Associates 401(K) Plan-15$2,479,345$186,871$12,458iApproximate average salary by contribution assumption: employee only about $311,452 at 4% or $207,634 at 6%; with 50% employer match about $207,634 at 4% or $138,423 at 6%; with 100% employer match about $155,726 at 4% or $103,817 at 6%.
2018115$1,864,714$139,054$9,270iApproximate average salary by contribution assumption: employee only about $231,757 at 4% or $154,504 at 6%; with 50% employer match about $154,504 at 4% or $103,003 at 6%; with 100% employer match about $115,878 at 4% or $77,252 at 6%.
Chatterton & Associates 401(K) Plan-15$1,864,714$139,054$9,270iApproximate average salary by contribution assumption: employee only about $231,757 at 4% or $154,504 at 6%; with 50% employer match about $154,504 at 4% or $103,003 at 6%; with 100% employer match about $115,878 at 4% or $77,252 at 6%.
2017114$1,804,474$128,133$9,152iApproximate average salary by contribution assumption: employee only about $228,809 at 4% or $152,539 at 6%; with 50% employer match about $152,539 at 4% or $101,693 at 6%; with 100% employer match about $114,404 at 4% or $76,270 at 6%.
Chatterton & Associates 401(K) Plan-14$1,804,474$128,133$9,152iApproximate average salary by contribution assumption: employee only about $228,809 at 4% or $152,539 at 6%; with 50% employer match about $152,539 at 4% or $101,693 at 6%; with 100% employer match about $114,404 at 4% or $76,270 at 6%.
2016110$1,408,388$130,396$13,040iApproximate average salary by contribution assumption: employee only about $325,990 at 4% or $217,327 at 6%; with 50% employer match about $217,327 at 4% or $144,884 at 6%; with 100% employer match about $162,995 at 4% or $108,663 at 6%.
Chatterton & Associates 401(K) Plan-10$1,408,388$130,396$13,040iApproximate average salary by contribution assumption: employee only about $325,990 at 4% or $217,327 at 6%; with 50% employer match about $217,327 at 4% or $144,884 at 6%; with 100% employer match about $162,995 at 4% or $108,663 at 6%.
2015113$1,225,046$131,543$10,119iApproximate average salary by contribution assumption: employee only about $252,967 at 4% or $168,645 at 6%; with 50% employer match about $168,645 at 4% or $112,430 at 6%; with 100% employer match about $126,484 at 4% or $84,322 at 6%.
Chatterton & Associates 401(K) Plan-13$1,225,046$131,543$10,119iApproximate average salary by contribution assumption: employee only about $252,967 at 4% or $168,645 at 6%; with 50% employer match about $168,645 at 4% or $112,430 at 6%; with 100% employer match about $126,484 at 4% or $84,322 at 6%.
2014112$1,091,006$114,895$9,575iApproximate average salary by contribution assumption: employee only about $239,365 at 4% or $159,576 at 6%; with 50% employer match about $159,576 at 4% or $106,384 at 6%; with 100% employer match about $119,682 at 4% or $79,788 at 6%.
Chatterton & Associates 401(K) Plan-12$1,091,006$114,895$9,575iApproximate average salary by contribution assumption: employee only about $239,365 at 4% or $159,576 at 6%; with 50% employer match about $159,576 at 4% or $106,384 at 6%; with 100% employer match about $119,682 at 4% or $79,788 at 6%.
2013212$929,718$153,813$12,818iApproximate average salary by contribution assumption: employee only about $320,444 at 4% or $213,629 at 6%; with 50% employer match about $213,629 at 4% or $142,419 at 6%; with 100% employer match about $160,222 at 4% or $106,815 at 6%.
Chatterton & Associates 401(K) Plan-12$929,718$153,813$12,818iApproximate average salary by contribution assumption: employee only about $320,444 at 4% or $213,629 at 6%; with 50% employer match about $213,629 at 4% or $142,419 at 6%; with 100% employer match about $160,222 at 4% or $106,815 at 6%.
Chatterton & Associates Profit Sharing Plan-0$0--
201227$721,872$105,701$15,100iApproximate average salary by contribution assumption: employee only about $377,504 at 4% or $251,669 at 6%; with 50% employer match about $251,669 at 4% or $167,779 at 6%; with 100% employer match about $188,752 at 4% or $125,835 at 6%.
Chatterton & Associates 401(K) Plan-7$687,826$105,701$15,100iApproximate average salary by contribution assumption: employee only about $377,504 at 4% or $251,669 at 6%; with 50% employer match about $251,669 at 4% or $167,779 at 6%; with 100% employer match about $188,752 at 4% or $125,835 at 6%.
Chatterton & Associates Profit Sharing Plan-1$34,046--
201126$526,612$102,329$17,055iApproximate average salary by contribution assumption: employee only about $426,371 at 4% or $284,247 at 6%; with 50% employer match about $284,247 at 4% or $189,498 at 6%; with 100% employer match about $213,185 at 4% or $142,124 at 6%.
Chatterton & Associates 401(K) Plan-6$497,706$102,329$17,055iApproximate average salary by contribution assumption: employee only about $426,371 at 4% or $284,247 at 6%; with 50% employer match about $284,247 at 4% or $189,498 at 6%; with 100% employer match about $213,185 at 4% or $142,124 at 6%.
Chatterton & Associates Profit Sharing Plan-2$28,906--
201027$462,556$96,542$13,792iApproximate average salary by contribution assumption: employee only about $344,793 at 4% or $229,862 at 6%; with 50% employer match about $229,862 at 4% or $153,241 at 6%; with 100% employer match about $172,396 at 4% or $114,931 at 6%.
Chatterton & Associates 401(K) Plan-7$430,911$96,542$13,792iApproximate average salary by contribution assumption: employee only about $344,793 at 4% or $229,862 at 6%; with 50% employer match about $229,862 at 4% or $153,241 at 6%; with 100% employer match about $172,396 at 4% or $114,931 at 6%.
Chatterton & Associates Profit Sharing Plan-2$31,645--
200928$316,340$91,969$11,496iApproximate average salary by contribution assumption: employee only about $287,403 at 4% or $191,602 at 6%; with 50% employer match about $191,602 at 4% or $127,735 at 6%; with 100% employer match about $143,702 at 4% or $95,801 at 6%.
Chatterton & Associates 401(K) Plan-8$288,737$91,969$11,496iApproximate average salary by contribution assumption: employee only about $287,403 at 4% or $191,602 at 6%; with 50% employer match about $191,602 at 4% or $127,735 at 6%; with 100% employer match about $143,702 at 4% or $95,801 at 6%.
Chatterton & Associates Profit Sharing Plan-2$27,603--
200827$146,910$76,388$10,913iApproximate average salary by contribution assumption: employee only about $272,814 at 4% or $181,876 at 6%; with 50% employer match about $181,876 at 4% or $121,251 at 6%; with 100% employer match about $136,407 at 4% or $90,938 at 6%.
Chatterton & Associates 401(K) Plan-7$127,032$76,388$10,913iApproximate average salary by contribution assumption: employee only about $272,814 at 4% or $181,876 at 6%; with 50% employer match about $181,876 at 4% or $121,251 at 6%; with 100% employer match about $136,407 at 4% or $90,938 at 6%.
Chatterton & Associates Profit Sharing Plan-2$19,878--
200722$158,065$30,273$15,137iApproximate average salary by contribution assumption: employee only about $378,413 at 4% or $252,275 at 6%; with 50% employer match about $252,275 at 4% or $168,183 at 6%; with 100% employer match about $189,206 at 4% or $126,138 at 6%.
Chatterton & Associates 401(K) Plan-2$123,859$30,273$15,137iApproximate average salary by contribution assumption: employee only about $378,413 at 4% or $252,275 at 6%; with 50% employer match about $252,275 at 4% or $168,183 at 6%; with 100% employer match about $189,206 at 4% or $126,138 at 6%.
Chatterton & Associates Profit Sharing Plan-2$34,206--
200622$114,683$56,000$28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%.
Chatterton & Associates 401(K) Plan-2$84,378$27,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
Chatterton & Associates Profit Sharing Plan-2$30,305$29,000$14,500iApproximate average salary by contribution assumption: employee only about $362,500 at 4% or $241,667 at 6%; with 50% employer match about $241,667 at 4% or $161,111 at 6%; with 100% employer match about $181,250 at 4% or $120,833 at 6%.
200512$49,335$46,868$23,434iApproximate average salary by contribution assumption: employee only about $585,850 at 4% or $390,567 at 6%; with 50% employer match about $390,567 at 4% or $260,378 at 6%; with 100% employer match about $292,925 at 4% or $195,283 at 6%.
Chatterton & Associates 401(K) Plan-2$49,335$46,868$23,434iApproximate average salary by contribution assumption: employee only about $585,850 at 4% or $390,567 at 6%; with 50% employer match about $390,567 at 4% or $260,378 at 6%; with 100% employer match about $292,925 at 4% or $195,283 at 6%.