Civic Intelligence

Chessman Wealth Strategies Inc.

Plan context: Chessman Wealth Strategies Inc. Retirement Savings Plan

EIN 20-1635205 • Dallas, TX • 9 filings • 1 plans

7557 Rambler RoadSuite 1010Dallas, TX 75231
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,977,706

2024 Contributions

$161,782

Historical Graphs

Total Assets Over Time

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

$1,977,706$988,853$0201620202024YearValue
$1,977,706Latest year 2024

Participants Over Time

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

950201620202024YearValue
6Latest 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
202416$1,977,706$161,782$26,964iApproximate average salary by contribution assumption: employee only about $674,092 at 4% or $449,394 at 6%; with 50% employer match about $449,394 at 4% or $299,596 at 6%; with 100% employer match about $337,046 at 4% or $224,697 at 6%.
Chessman Wealth Strategies Inc. Retirement Savings Plan-6$1,977,706$161,782$26,964iApproximate average salary by contribution assumption: employee only about $674,092 at 4% or $449,394 at 6%; with 50% employer match about $449,394 at 4% or $299,596 at 6%; with 100% employer match about $337,046 at 4% or $224,697 at 6%.
202319$1,964,883$138,585$15,398iApproximate average salary by contribution assumption: employee only about $384,958 at 4% or $256,639 at 6%; with 50% employer match about $256,639 at 4% or $171,093 at 6%; with 100% employer match about $192,479 at 4% or $128,319 at 6%.
Chessman Wealth Strategies Inc. Retirement Savings Plan-9$1,964,883$138,585$15,398iApproximate average salary by contribution assumption: employee only about $384,958 at 4% or $256,639 at 6%; with 50% employer match about $256,639 at 4% or $171,093 at 6%; with 100% employer match about $192,479 at 4% or $128,319 at 6%.
202219$1,541,936$108,630$12,070iApproximate average salary by contribution assumption: employee only about $301,750 at 4% or $201,167 at 6%; with 50% employer match about $201,167 at 4% or $134,111 at 6%; with 100% employer match about $150,875 at 4% or $100,583 at 6%.
Chessman Wealth Strategies Inc. Retirement Savings Plan-9$1,541,936$108,630$12,070iApproximate average salary by contribution assumption: employee only about $301,750 at 4% or $201,167 at 6%; with 50% employer match about $201,167 at 4% or $134,111 at 6%; with 100% employer match about $150,875 at 4% or $100,583 at 6%.
202118$1,803,348$105,923$13,240iApproximate average salary by contribution assumption: employee only about $331,009 at 4% or $220,673 at 6%; with 50% employer match about $220,673 at 4% or $147,115 at 6%; with 100% employer match about $165,505 at 4% or $110,336 at 6%.
Chessman Wealth Strategies Inc. Retirement Savings Plan-8$1,803,348$105,923$13,240iApproximate average salary by contribution assumption: employee only about $331,009 at 4% or $220,673 at 6%; with 50% employer match about $220,673 at 4% or $147,115 at 6%; with 100% employer match about $165,505 at 4% or $110,336 at 6%.
202018$1,540,661$98,567$12,321iApproximate average salary by contribution assumption: employee only about $308,022 at 4% or $205,348 at 6%; with 50% employer match about $205,348 at 4% or $136,899 at 6%; with 100% employer match about $154,011 at 4% or $102,674 at 6%.
Chessman Wealth Strategies Inc. Retirement Savings Plan-8$1,540,661$98,567$12,321iApproximate average salary by contribution assumption: employee only about $308,022 at 4% or $205,348 at 6%; with 50% employer match about $205,348 at 4% or $136,899 at 6%; with 100% employer match about $154,011 at 4% or $102,674 at 6%.
201918$1,280,147$137,041$17,130iApproximate average salary by contribution assumption: employee only about $428,253 at 4% or $285,502 at 6%; with 50% employer match about $285,502 at 4% or $190,335 at 6%; with 100% employer match about $214,127 at 4% or $142,751 at 6%.
Chessman Wealth Strategies Inc. Retirement Savings Plan-8$1,280,147$137,041$17,130iApproximate average salary by contribution assumption: employee only about $428,253 at 4% or $285,502 at 6%; with 50% employer match about $285,502 at 4% or $190,335 at 6%; with 100% employer match about $214,127 at 4% or $142,751 at 6%.
201818$952,517$126,465$15,808iApproximate average salary by contribution assumption: employee only about $395,203 at 4% or $263,469 at 6%; with 50% employer match about $263,469 at 4% or $175,646 at 6%; with 100% employer match about $197,602 at 4% or $131,734 at 6%.
Chessman Wealth Strategies Inc. Retirement Savings Plan-8$952,517$126,465$15,808iApproximate average salary by contribution assumption: employee only about $395,203 at 4% or $263,469 at 6%; with 50% employer match about $263,469 at 4% or $175,646 at 6%; with 100% employer match about $197,602 at 4% or $131,734 at 6%.
201718$948,229$220,058$27,507iApproximate average salary by contribution assumption: employee only about $687,681 at 4% or $458,454 at 6%; with 50% employer match about $458,454 at 4% or $305,636 at 6%; with 100% employer match about $343,841 at 4% or $229,227 at 6%.
Chessman Wealth Strategies Inc. Retirement Savings Plan-8$948,229$220,058$27,507iApproximate average salary by contribution assumption: employee only about $687,681 at 4% or $458,454 at 6%; with 50% employer match about $458,454 at 4% or $305,636 at 6%; with 100% employer match about $343,841 at 4% or $229,227 at 6%.
201617$660,959$606,078$86,583iApproximate average salary by contribution assumption: employee only about $2,164,564 at 4% or $1,443,043 at 6%; with 50% employer match about $1,443,043 at 4% or $962,029 at 6%; with 100% employer match about $1,082,282 at 4% or $721,521 at 6%.
Chessman Wealth Strategies Inc. Retirement Savings Plan-7$660,959$606,078$86,583iApproximate average salary by contribution assumption: employee only about $2,164,564 at 4% or $1,443,043 at 6%; with 50% employer match about $1,443,043 at 4% or $962,029 at 6%; with 100% employer match about $1,082,282 at 4% or $721,521 at 6%.