Civic Intelligence

Chaffee & Associates LLC

Plan context: Chaffee & Associates LLC 401(K) Profit Sharing Plan and Trust

EIN 20-2792061 • Minnetonka, MN • 24 filings • 5 plans

11100 Wayzata Blvd #220Minnetonka, MN 55305
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,402,027

2025 Contributions

$46,833

Historical Graphs

Total Assets Over Time

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

$1,475,999$738,000$0200520152025YearValue
$1,402,027Latest year 2025

Participants Over Time

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

630200520152025YearValue
3Latest 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
202513$1,402,027$46,833$15,611iApproximate average salary by contribution assumption: employee only about $390,275 at 4% or $260,183 at 6%; with 50% employer match about $260,183 at 4% or $173,456 at 6%; with 100% employer match about $195,138 at 4% or $130,092 at 6%.
Chaffee & Associates LLC 401(K) Profit Sharing Plan and Trust-3$1,402,027$46,833$15,611iApproximate average salary by contribution assumption: employee only about $390,275 at 4% or $260,183 at 6%; with 50% employer match about $260,183 at 4% or $173,456 at 6%; with 100% employer match about $195,138 at 4% or $130,092 at 6%.
202414$1,475,999$74,801$18,700iApproximate average salary by contribution assumption: employee only about $467,506 at 4% or $311,671 at 6%; with 50% employer match about $311,671 at 4% or $207,781 at 6%; with 100% employer match about $233,753 at 4% or $155,835 at 6%.
Chaffee & Associates LLC 401(K) Profit Sharing Plan and Trust-4$1,475,999$74,801$18,700iApproximate average salary by contribution assumption: employee only about $467,506 at 4% or $311,671 at 6%; with 50% employer match about $311,671 at 4% or $207,781 at 6%; with 100% employer match about $233,753 at 4% or $155,835 at 6%.
202313$1,285,922$57,216$19,072iApproximate average salary by contribution assumption: employee only about $476,800 at 4% or $317,867 at 6%; with 50% employer match about $317,867 at 4% or $211,911 at 6%; with 100% employer match about $238,400 at 4% or $158,933 at 6%.
Chaffee & Associates LLC 401(K) Profit Sharing Plan and Trust-3$1,285,922$57,216$19,072iApproximate average salary by contribution assumption: employee only about $476,800 at 4% or $317,867 at 6%; with 50% employer match about $317,867 at 4% or $211,911 at 6%; with 100% employer match about $238,400 at 4% or $158,933 at 6%.
202213$1,104,890$52,559$17,520iApproximate average salary by contribution assumption: employee only about $437,992 at 4% or $291,994 at 6%; with 50% employer match about $291,994 at 4% or $194,663 at 6%; with 100% employer match about $218,996 at 4% or $145,997 at 6%.
Chaffee & Associates LLC 401(K) Profit Sharing Plan and Trust-3$1,104,890$52,559$17,520iApproximate average salary by contribution assumption: employee only about $437,992 at 4% or $291,994 at 6%; with 50% employer match about $291,994 at 4% or $194,663 at 6%; with 100% employer match about $218,996 at 4% or $145,997 at 6%.
202113$1,224,993$37,587$12,529iApproximate average salary by contribution assumption: employee only about $313,225 at 4% or $208,817 at 6%; with 50% employer match about $208,817 at 4% or $139,211 at 6%; with 100% employer match about $156,613 at 4% or $104,408 at 6%.
Chaffee & Associates LLC 401(K) Profit Sharing Plan and Trust-3$1,224,993$37,587$12,529iApproximate average salary by contribution assumption: employee only about $313,225 at 4% or $208,817 at 6%; with 50% employer match about $208,817 at 4% or $139,211 at 6%; with 100% employer match about $156,613 at 4% or $104,408 at 6%.
202014$1,010,977$39,916$9,979iApproximate average salary by contribution assumption: employee only about $249,475 at 4% or $166,317 at 6%; with 50% employer match about $166,317 at 4% or $110,878 at 6%; with 100% employer match about $124,738 at 4% or $83,158 at 6%.
Chaffee & Associates LLC 401(K) Profit Sharing Plan and Trust-4$1,010,977$39,916$9,979iApproximate average salary by contribution assumption: employee only about $249,475 at 4% or $166,317 at 6%; with 50% employer match about $166,317 at 4% or $110,878 at 6%; with 100% employer match about $124,738 at 4% or $83,158 at 6%.
201914$804,186$37,967$9,492iApproximate average salary by contribution assumption: employee only about $237,294 at 4% or $158,196 at 6%; with 50% employer match about $158,196 at 4% or $105,464 at 6%; with 100% employer match about $118,647 at 4% or $79,098 at 6%.
Chaffee & Associates LLC 401(K) Profit Sharing Plan and Trust-4$804,186$37,967$9,492iApproximate average salary by contribution assumption: employee only about $237,294 at 4% or $158,196 at 6%; with 50% employer match about $158,196 at 4% or $105,464 at 6%; with 100% employer match about $118,647 at 4% or $79,098 at 6%.
201814$799,365$70,514$17,629iApproximate average salary by contribution assumption: employee only about $440,713 at 4% or $293,808 at 6%; with 50% employer match about $293,808 at 4% or $195,872 at 6%; with 100% employer match about $220,356 at 4% or $146,904 at 6%.
Chaffee & Associates LLC 401(K) Profit Sharing Plan and Trust-4$799,365$70,514$17,629iApproximate average salary by contribution assumption: employee only about $440,713 at 4% or $293,808 at 6%; with 50% employer match about $293,808 at 4% or $195,872 at 6%; with 100% employer match about $220,356 at 4% or $146,904 at 6%.
201725$798,558$41,522$8,304iApproximate average salary by contribution assumption: employee only about $207,610 at 4% or $138,407 at 6%; with 50% employer match about $138,407 at 4% or $92,271 at 6%; with 100% employer match about $103,805 at 4% or $69,203 at 6%.
Chaffee & Associates LLC 401(K) Profit Sharing Plan and Trust-5$798,558$41,522$8,304iApproximate average salary by contribution assumption: employee only about $207,610 at 4% or $138,407 at 6%; with 50% employer match about $138,407 at 4% or $92,271 at 6%; with 100% employer match about $103,805 at 4% or $69,203 at 6%.
CHAFFEE & ASSOCIATES, LLC CASH BALANCE PLAN-0$0$0-
201625$1,093,858$130,721$26,144iApproximate average salary by contribution assumption: employee only about $653,605 at 4% or $435,737 at 6%; with 50% employer match about $435,737 at 4% or $290,491 at 6%; with 100% employer match about $326,803 at 4% or $217,868 at 6%.
Chaffee & Associates LLC 401(K) Profit Sharing Plan and Trust-5$788,313$130,721$26,144iApproximate average salary by contribution assumption: employee only about $653,605 at 4% or $435,737 at 6%; with 50% employer match about $435,737 at 4% or $290,491 at 6%; with 100% employer match about $326,803 at 4% or $217,868 at 6%.
CHAFFEE & ASSOCIATES, LLC CASH BALANCE PLAN-5$305,545--
201525$926,531$348,818$69,764iApproximate average salary by contribution assumption: employee only about $1,744,090 at 4% or $1,162,727 at 6%; with 50% employer match about $1,162,727 at 4% or $775,151 at 6%; with 100% employer match about $872,045 at 4% or $581,363 at 6%.
Chaffee & Associates LLC 401(K) Profit Sharing Plan and Trust-4$611,085$33,372$8,343iApproximate average salary by contribution assumption: employee only about $208,575 at 4% or $139,050 at 6%; with 50% employer match about $139,050 at 4% or $92,700 at 6%; with 100% employer match about $104,288 at 4% or $69,525 at 6%.
CHAFFEE & ASSOCIATES, LLC CASH BALANCE PLAN-5$315,446$315,446$63,089iApproximate average salary by contribution assumption: employee only about $1,577,230 at 4% or $1,051,487 at 6%; with 50% employer match about $1,051,487 at 4% or $700,991 at 6%; with 100% employer match about $788,615 at 4% or $525,743 at 6%.
201414$605,067$34,858$8,715iApproximate average salary by contribution assumption: employee only about $217,863 at 4% or $145,242 at 6%; with 50% employer match about $145,242 at 4% or $96,828 at 6%; with 100% employer match about $108,931 at 4% or $72,621 at 6%.
Chaffee & Associates LLC 401(K) Profit Sharing Plan and Trust-4$605,067$34,858$8,715iApproximate average salary by contribution assumption: employee only about $217,863 at 4% or $145,242 at 6%; with 50% employer match about $145,242 at 4% or $96,828 at 6%; with 100% employer match about $108,931 at 4% or $72,621 at 6%.
201314$543,498$33,998$8,500iApproximate average salary by contribution assumption: employee only about $212,488 at 4% or $141,658 at 6%; with 50% employer match about $141,658 at 4% or $94,439 at 6%; with 100% employer match about $106,244 at 4% or $70,829 at 6%.
Chaffee & Associates LLC 401(K) Profit Sharing Plan and Trust-4$543,498$33,998$8,500iApproximate average salary by contribution assumption: employee only about $212,488 at 4% or $141,658 at 6%; with 50% employer match about $141,658 at 4% or $94,439 at 6%; with 100% employer match about $106,244 at 4% or $70,829 at 6%.
201216$439,166$35,258$5,876iApproximate average salary by contribution assumption: employee only about $146,908 at 4% or $97,939 at 6%; with 50% employer match about $97,939 at 4% or $65,293 at 6%; with 100% employer match about $73,454 at 4% or $48,969 at 6%.
Chaffee & Associates LLC 401(K) Profit Sharing Plan and Trust-6$439,166$35,258$5,876iApproximate average salary by contribution assumption: employee only about $146,908 at 4% or $97,939 at 6%; with 50% employer match about $97,939 at 4% or $65,293 at 6%; with 100% employer match about $73,454 at 4% or $48,969 at 6%.
201115$364,068$33,458$6,692iApproximate average salary by contribution assumption: employee only about $167,290 at 4% or $111,527 at 6%; with 50% employer match about $111,527 at 4% or $74,351 at 6%; with 100% employer match about $83,645 at 4% or $55,763 at 6%.
Chaffee & Associates LLC 401(K) Profit Sharing Plan and Trust-5$364,068$33,458$6,692iApproximate average salary by contribution assumption: employee only about $167,290 at 4% or $111,527 at 6%; with 50% employer match about $111,527 at 4% or $74,351 at 6%; with 100% employer match about $83,645 at 4% or $55,763 at 6%.
201015$383,034$33,458$6,692iApproximate average salary by contribution assumption: employee only about $167,290 at 4% or $111,527 at 6%; with 50% employer match about $111,527 at 4% or $74,351 at 6%; with 100% employer match about $83,645 at 4% or $55,763 at 6%.
Chaffee & Associates LLC 401(K) Profit Sharing Plan and Trust-5$383,034$33,458$6,692iApproximate average salary by contribution assumption: employee only about $167,290 at 4% or $111,527 at 6%; with 50% employer match about $111,527 at 4% or $74,351 at 6%; with 100% employer match about $83,645 at 4% or $55,763 at 6%.
200915$318,928$33,885$6,777iApproximate average salary by contribution assumption: employee only about $169,425 at 4% or $112,950 at 6%; with 50% employer match about $112,950 at 4% or $75,300 at 6%; with 100% employer match about $84,713 at 4% or $56,475 at 6%.
Chaffee & Associates LLC 401(K) Profit Sharing Plan and Trust-5$318,928$33,885$6,777iApproximate average salary by contribution assumption: employee only about $169,425 at 4% or $112,950 at 6%; with 50% employer match about $112,950 at 4% or $75,300 at 6%; with 100% employer match about $84,713 at 4% or $56,475 at 6%.
200815$223,761$29,902$5,980iApproximate average salary by contribution assumption: employee only about $149,510 at 4% or $99,673 at 6%; with 50% employer match about $99,673 at 4% or $66,449 at 6%; with 100% employer match about $74,755 at 4% or $49,837 at 6%.
Chaffee & Associates LLC 401(K) Profit Sharing Plan and Trust-5$223,761$29,902$5,980iApproximate average salary by contribution assumption: employee only about $149,510 at 4% or $99,673 at 6%; with 50% employer match about $99,673 at 4% or $66,449 at 6%; with 100% employer match about $74,755 at 4% or $49,837 at 6%.
200715$288,647$27,553$5,511iApproximate average salary by contribution assumption: employee only about $137,765 at 4% or $91,843 at 6%; with 50% employer match about $91,843 at 4% or $61,229 at 6%; with 100% employer match about $68,883 at 4% or $45,922 at 6%.
Chaffee & Associates LLC 401(K) Profit Sharing Plan and Trust-5$288,647$27,553$5,511iApproximate average salary by contribution assumption: employee only about $137,765 at 4% or $91,843 at 6%; with 50% employer match about $91,843 at 4% or $61,229 at 6%; with 100% employer match about $68,883 at 4% or $45,922 at 6%.
200615$245,837$29,936$5,987iApproximate average salary by contribution assumption: employee only about $149,680 at 4% or $99,787 at 6%; with 50% employer match about $99,787 at 4% or $66,524 at 6%; with 100% employer match about $74,840 at 4% or $49,893 at 6%.
Chaffee & Associates LLC 401(K) Profit Sharing Plan and Trust-5$245,837$29,936$5,987iApproximate average salary by contribution assumption: employee only about $149,680 at 4% or $99,787 at 6%; with 50% employer match about $99,787 at 4% or $66,524 at 6%; with 100% employer match about $74,840 at 4% or $49,893 at 6%.
200516$253,353$245,340$40,890iApproximate average salary by contribution assumption: employee only about $1,022,250 at 4% or $681,500 at 6%; with 50% employer match about $681,500 at 4% or $454,333 at 6%; with 100% employer match about $511,125 at 4% or $340,750 at 6%.
Chaffee & Associates LLC 401(K) Profit Sharing Plan and Trust-6$253,353$245,340$40,890iApproximate average salary by contribution assumption: employee only about $1,022,250 at 4% or $681,500 at 6%; with 50% employer match about $681,500 at 4% or $454,333 at 6%; with 100% employer match about $511,125 at 4% or $340,750 at 6%.