Civic Intelligence

Chase Financial Services LLC

Plan context: Chase Financial Services LLC 401(K) Plan

EIN 20-1977000 • Grand Rapids, MI • 4 filings • 3 plans

1700 East Beltline NE# 130Grand Rapids, MI 49525
Current Snapshot

Latest Year

2010

2010 Participants

7

2010 Assets

$57,989

2010 Contributions

$16,432

Historical Graphs

Total Assets Over Time

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

$57,989$28,995$0200820092010YearValue
$57,989Latest year 2010

Participants Over Time

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

950200720092010YearValue
7Latest year 2010

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
201017$57,989$16,432$2,347iApproximate average salary by contribution assumption: employee only about $58,686 at 4% or $39,124 at 6%; with 50% employer match about $39,124 at 4% or $26,083 at 6%; with 100% employer match about $29,343 at 4% or $19,562 at 6%.
Chase Financial Services LLC 401(K) Plan-7$57,989$16,432$2,347iApproximate average salary by contribution assumption: employee only about $58,686 at 4% or $39,124 at 6%; with 50% employer match about $39,124 at 4% or $26,083 at 6%; with 100% employer match about $29,343 at 4% or $19,562 at 6%.
200919$37,814$14,306$1,590iApproximate average salary by contribution assumption: employee only about $39,739 at 4% or $26,493 at 6%; with 50% employer match about $26,493 at 4% or $17,662 at 6%; with 100% employer match about $19,869 at 4% or $13,246 at 6%.
Chase Financial Services LLC 401(K) Plan-9$37,814$14,306$1,590iApproximate average salary by contribution assumption: employee only about $39,739 at 4% or $26,493 at 6%; with 50% employer match about $26,493 at 4% or $17,662 at 6%; with 100% employer match about $19,869 at 4% or $13,246 at 6%.
200817$18,316$9,632$1,376iApproximate average salary by contribution assumption: employee only about $34,400 at 4% or $22,933 at 6%; with 50% employer match about $22,933 at 4% or $15,289 at 6%; with 100% employer match about $17,200 at 4% or $11,467 at 6%.
Chase Financial Services LLC 401(K) Plan-7$18,316$9,632$1,376iApproximate average salary by contribution assumption: employee only about $34,400 at 4% or $22,933 at 6%; with 50% employer match about $22,933 at 4% or $15,289 at 6%; with 100% employer match about $17,200 at 4% or $11,467 at 6%.
200719$0$0-
Chase Financial Services LLC 401(K) Plan-9---