Civic Intelligence

Chadwick Financial Advisors

Plan context: Chadwick Financial Advisors Cash Balance Plan

EIN 20-2285698 • Canton, CT • 29 filings • 3 plans

61 Maple AvenueCanton, CT 06019
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,401,308

2024 Contributions

$242,351

Historical Graphs

Total Assets Over Time

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

$2,401,308$1,200,654$0200820162024YearValue
$2,401,308Latest year 2024

Participants Over Time

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

840200820162024YearValue
7Latest 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
202427$2,401,308$242,351$34,622iApproximate average salary by contribution assumption: employee only about $865,539 at 4% or $577,026 at 6%; with 50% employer match about $577,026 at 4% or $384,684 at 6%; with 100% employer match about $432,770 at 4% or $288,513 at 6%.
Chadwick Financial Advisors Cash Balance Plan-4$1,625,663$200,000$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%.
Chadwick Financial Advisors 401(K) Plan-7$775,645$42,351$6,050iApproximate average salary by contribution assumption: employee only about $151,254 at 4% or $100,836 at 6%; with 50% employer match about $100,836 at 4% or $67,224 at 6%; with 100% employer match about $75,627 at 4% or $50,418 at 6%.
202327$1,837,907$326,650$46,664iApproximate average salary by contribution assumption: employee only about $1,166,607 at 4% or $777,738 at 6%; with 50% employer match about $777,738 at 4% or $518,492 at 6%; with 100% employer match about $583,304 at 4% or $388,869 at 6%.
Chadwick Financial Advisors Cash Balance Plan-4$1,156,475$267,520$66,880iApproximate average salary by contribution assumption: employee only about $1,672,000 at 4% or $1,114,667 at 6%; with 50% employer match about $1,114,667 at 4% or $743,111 at 6%; with 100% employer match about $836,000 at 4% or $557,333 at 6%.
Chadwick Financial Advisors 401(K) Plan-7$681,432$59,130$8,447iApproximate average salary by contribution assumption: employee only about $211,179 at 4% or $140,786 at 6%; with 50% employer match about $140,786 at 4% or $93,857 at 6%; with 100% employer match about $105,589 at 4% or $70,393 at 6%.
202227$1,542,159$52,832$7,547iApproximate average salary by contribution assumption: employee only about $188,686 at 4% or $125,790 at 6%; with 50% employer match about $125,790 at 4% or $83,860 at 6%; with 100% employer match about $94,343 at 4% or $62,895 at 6%.
Chadwick Financial Advisors Cash Balance Plan-4$1,043,118--
Chadwick Financial Advisors 401(K) Plan-7$499,041$52,832$7,547iApproximate average salary by contribution assumption: employee only about $188,686 at 4% or $125,790 at 6%; with 50% employer match about $125,790 at 4% or $83,860 at 6%; with 100% employer match about $94,343 at 4% or $62,895 at 6%.
202128$2,015,966$76,338$9,542iApproximate average salary by contribution assumption: employee only about $238,556 at 4% or $159,038 at 6%; with 50% employer match about $159,038 at 4% or $106,025 at 6%; with 100% employer match about $119,278 at 4% or $79,519 at 6%.
Chadwick Financial Advisors Cash Balance Plan-4$1,285,672$10,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Chadwick Financial Advisors 401(K) Plan-8$730,294$66,338$8,292iApproximate average salary by contribution assumption: employee only about $207,306 at 4% or $138,204 at 6%; with 50% employer match about $138,204 at 4% or $92,136 at 6%; with 100% employer match about $103,653 at 4% or $69,102 at 6%.
202026$1,940,950$26,591$4,432iApproximate average salary by contribution assumption: employee only about $110,796 at 4% or $73,864 at 6%; with 50% employer match about $73,864 at 4% or $49,243 at 6%; with 100% employer match about $55,398 at 4% or $36,932 at 6%.
Chadwick Financial Advisors Cash Balance Plan-4$1,166,654--
Chadwick Financial Advisors 401(K) Plan-6$774,296$26,591$4,432iApproximate average salary by contribution assumption: employee only about $110,796 at 4% or $73,864 at 6%; with 50% employer match about $73,864 at 4% or $49,243 at 6%; with 100% employer match about $55,398 at 4% or $36,932 at 6%.
201925$2,015,439$606,468$121,294iApproximate average salary by contribution assumption: employee only about $3,032,340 at 4% or $2,021,560 at 6%; with 50% employer match about $2,021,560 at 4% or $1,347,707 at 6%; with 100% employer match about $1,516,170 at 4% or $1,010,780 at 6%.
Chadwick Financial Advisors Cash Balance Plan-4$1,125,545$580,643$145,161iApproximate average salary by contribution assumption: employee only about $3,629,019 at 4% or $2,419,346 at 6%; with 50% employer match about $2,419,346 at 4% or $1,612,897 at 6%; with 100% employer match about $1,814,509 at 4% or $1,209,673 at 6%.
Chadwick Financial Advisors 401(K) Plan-5$889,894$25,825$5,165iApproximate average salary by contribution assumption: employee only about $129,125 at 4% or $86,083 at 6%; with 50% employer match about $86,083 at 4% or $57,389 at 6%; with 100% employer match about $64,563 at 4% or $43,042 at 6%.
201824$1,285,778$184,289$46,072iApproximate average salary by contribution assumption: employee only about $1,151,806 at 4% or $767,871 at 6%; with 50% employer match about $767,871 at 4% or $511,914 at 6%; with 100% employer match about $575,903 at 4% or $383,935 at 6%.
Chadwick Financial Advisors 401(K) Plan-4$740,456$84,289$21,072iApproximate average salary by contribution assumption: employee only about $526,806 at 4% or $351,204 at 6%; with 50% employer match about $351,204 at 4% or $234,136 at 6%; with 100% employer match about $263,403 at 4% or $175,602 at 6%.
Chadwick Financial Advisors Cash Balance Plan-4$545,322$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201724$1,176,603$143,242$35,811iApproximate average salary by contribution assumption: employee only about $895,263 at 4% or $596,842 at 6%; with 50% employer match about $596,842 at 4% or $397,894 at 6%; with 100% employer match about $447,631 at 4% or $298,421 at 6%.
Chadwick Financial Advisors 401(K) Plan-3$756,364$43,242$14,414iApproximate average salary by contribution assumption: employee only about $360,350 at 4% or $240,233 at 6%; with 50% employer match about $240,233 at 4% or $160,156 at 6%; with 100% employer match about $180,175 at 4% or $120,117 at 6%.
Chadwick Financial Advisors Cash Balance Plan-4$420,239$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201625$1,152,186$187,487$37,497iApproximate average salary by contribution assumption: employee only about $937,435 at 4% or $624,957 at 6%; with 50% employer match about $624,957 at 4% or $416,638 at 6%; with 100% employer match about $468,718 at 4% or $312,478 at 6%.
Chadwick Financial Advisors 401(K) Plan-5$842,433$87,487$17,497iApproximate average salary by contribution assumption: employee only about $437,435 at 4% or $291,623 at 6%; with 50% employer match about $291,623 at 4% or $194,416 at 6%; with 100% employer match about $218,718 at 4% or $145,812 at 6%.
Chadwick Financial Advisors Cash Balance Plan-4$309,753$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201526$1,038,449$165,656$27,609iApproximate average salary by contribution assumption: employee only about $690,233 at 4% or $460,156 at 6%; with 50% employer match about $460,156 at 4% or $306,770 at 6%; with 100% employer match about $345,117 at 4% or $230,078 at 6%.
Chadwick Financial Advisors 401(K) Plan-6$823,487$90,656$15,109iApproximate average salary by contribution assumption: employee only about $377,733 at 4% or $251,822 at 6%; with 50% employer match about $251,822 at 4% or $167,881 at 6%; with 100% employer match about $188,867 at 4% or $125,911 at 6%.
Chadwick Financial Advisors Cash Balance Plan-4$214,962$75,000$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
201426$1,360,663$216,189$36,032iApproximate average salary by contribution assumption: employee only about $900,788 at 4% or $600,525 at 6%; with 50% employer match about $600,525 at 4% or $400,350 at 6%; with 100% employer match about $450,394 at 4% or $300,263 at 6%.
Chadwick Financial Advisors 401(K) Plan-6$1,172,142$131,189$21,865iApproximate average salary by contribution assumption: employee only about $546,621 at 4% or $364,414 at 6%; with 50% employer match about $364,414 at 4% or $242,943 at 6%; with 100% employer match about $273,310 at 4% or $182,207 at 6%.
Chadwick Financial Advisors Cash Balance Plan-5$188,521$85,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
201326$1,498,155$199,487$33,248iApproximate average salary by contribution assumption: employee only about $831,196 at 4% or $554,131 at 6%; with 50% employer match about $554,131 at 4% or $369,420 at 6%; with 100% employer match about $415,598 at 4% or $277,065 at 6%.
Chadwick Financial Advisors 401(K) Plan-6$1,401,613$102,945$17,158iApproximate average salary by contribution assumption: employee only about $428,938 at 4% or $285,958 at 6%; with 50% employer match about $285,958 at 4% or $190,639 at 6%; with 100% employer match about $214,469 at 4% or $142,979 at 6%.
Chadwick Financial Advisors Cash Balance Plan-5$96,542$96,542$19,308iApproximate average salary by contribution assumption: employee only about $482,710 at 4% or $321,807 at 6%; with 50% employer match about $321,807 at 4% or $214,538 at 6%; with 100% employer match about $241,355 at 4% or $160,903 at 6%.
201216$1,497,064$98,829$16,472iApproximate average salary by contribution assumption: employee only about $411,788 at 4% or $274,525 at 6%; with 50% employer match about $274,525 at 4% or $183,017 at 6%; with 100% employer match about $205,894 at 4% or $137,263 at 6%.
Chadwick Financial Advisors 401(K) Plan-6$1,497,064$98,829$16,472iApproximate average salary by contribution assumption: employee only about $411,788 at 4% or $274,525 at 6%; with 50% employer match about $274,525 at 4% or $183,017 at 6%; with 100% employer match about $205,894 at 4% or $137,263 at 6%.
201116$1,465,059$99,092$16,515iApproximate average salary by contribution assumption: employee only about $412,883 at 4% or $275,256 at 6%; with 50% employer match about $275,256 at 4% or $183,504 at 6%; with 100% employer match about $206,442 at 4% or $137,628 at 6%.
Chadwick Financial Advisors 401(K) Plan-6$1,465,059$99,092$16,515iApproximate average salary by contribution assumption: employee only about $412,883 at 4% or $275,256 at 6%; with 50% employer match about $275,256 at 4% or $183,504 at 6%; with 100% employer match about $206,442 at 4% or $137,628 at 6%.
201016$2,296,210$184,445$30,741iApproximate average salary by contribution assumption: employee only about $768,521 at 4% or $512,347 at 6%; with 50% employer match about $512,347 at 4% or $341,565 at 6%; with 100% employer match about $384,260 at 4% or $256,174 at 6%.
Chadwick Financial Advisors 401(K) Plan-6$2,296,210$184,445$30,741iApproximate average salary by contribution assumption: employee only about $768,521 at 4% or $512,347 at 6%; with 50% employer match about $512,347 at 4% or $341,565 at 6%; with 100% employer match about $384,260 at 4% or $256,174 at 6%.
200914$1,255,077$82,323$20,581iApproximate average salary by contribution assumption: employee only about $514,519 at 4% or $343,013 at 6%; with 50% employer match about $343,013 at 4% or $228,675 at 6%; with 100% employer match about $257,259 at 4% or $171,506 at 6%.
Chadwick Financial Advisors 401(K) Plan-4$1,255,077$82,323$20,581iApproximate average salary by contribution assumption: employee only about $514,519 at 4% or $343,013 at 6%; with 50% employer match about $343,013 at 4% or $228,675 at 6%; with 100% employer match about $257,259 at 4% or $171,506 at 6%.
200814$431,146$604,370$151,093iApproximate average salary by contribution assumption: employee only about $3,777,313 at 4% or $2,518,208 at 6%; with 50% employer match about $2,518,208 at 4% or $1,678,806 at 6%; with 100% employer match about $1,888,656 at 4% or $1,259,104 at 6%.
Chadwick Financial Advisors 401(K) Plan-4$431,146$604,370$151,093iApproximate average salary by contribution assumption: employee only about $3,777,313 at 4% or $2,518,208 at 6%; with 50% employer match about $2,518,208 at 4% or $1,678,806 at 6%; with 100% employer match about $1,888,656 at 4% or $1,259,104 at 6%.