Chase Morgan Advisors LLC
Plan context: Chase Morgan Advisors LLC Profit Sharing Plan
EIN 20-3331387 • Lawrence, NY • 5 filings • 1 plans
Current Snapshot
Latest Year
2018
2018 Participants
1
2018 Assets
$248,379
2018 Contributions
$3,150
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2018 | 1 | 1 | $248,379 | $3,150 | $3,150iApproximate average salary by contribution assumption: employee only about $78,750 at 4% or $52,500 at 6%; with 50% employer match about $52,500 at 4% or $35,000 at 6%; with 100% employer match about $39,375 at 4% or $26,250 at 6%. |
| Chase Morgan Advisors LLC Profit Sharing Plan | - | 1 | $248,379 | $3,150 | $3,150iApproximate average salary by contribution assumption: employee only about $78,750 at 4% or $52,500 at 6%; with 50% employer match about $52,500 at 4% or $35,000 at 6%; with 100% employer match about $39,375 at 4% or $26,250 at 6%. |
| 2017 | 1 | 1 | $236,951 | $6,850 | $6,850iApproximate average salary by contribution assumption: employee only about $171,250 at 4% or $114,167 at 6%; with 50% employer match about $114,167 at 4% or $76,111 at 6%; with 100% employer match about $85,625 at 4% or $57,083 at 6%. |
| Chase Morgan Advisors LLC Profit Sharing Plan | - | 1 | $236,951 | $6,850 | $6,850iApproximate average salary by contribution assumption: employee only about $171,250 at 4% or $114,167 at 6%; with 50% employer match about $114,167 at 4% or $76,111 at 6%; with 100% employer match about $85,625 at 4% or $57,083 at 6%. |
| 2016 | 1 | 1 | $229,726 | $0 | - |
| Chase Morgan Advisors LLC Profit Sharing Plan | - | 1 | $229,726 | $0 | - |
| 2015 | 1 | 1 | $208,904 | $0 | - |
| Chase Morgan Advisors LLC Profit Sharing Plan | - | 1 | $208,904 | $0 | - |
| 2014 | 1 | 1 | $201,189 | $200,100 | $200,100iApproximate average salary by contribution assumption: employee only about $5,002,500 at 4% or $3,335,000 at 6%; with 50% employer match about $3,335,000 at 4% or $2,223,333 at 6%; with 100% employer match about $2,501,250 at 4% or $1,667,500 at 6%. |
| Chase Morgan Advisors LLC Profit Sharing Plan | - | 1 | $201,189 | $200,100 | $200,100iApproximate average salary by contribution assumption: employee only about $5,002,500 at 4% or $3,335,000 at 6%; with 50% employer match about $3,335,000 at 4% or $2,223,333 at 6%; with 100% employer match about $2,501,250 at 4% or $1,667,500 at 6%. |