Civic Intelligence

Chase and Lunt LLC

Plan context: Chase and Lunt LLC Employee Savings Plan

EIN 20-4003068 • Newburyport, MA • 10 filings • 3 plans

65 Parker StreetNewburyport, MA 01950
Current Snapshot

Latest Year

2015

2015 Participants

27

2015 Assets

$713,641

2015 Contributions

$189,377

Historical Graphs

Total Assets Over Time

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

$883,157$441,579$0200620112015YearValue
$713,641Latest year 2015

Participants Over Time

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

30150200620112015YearValue
27Latest year 2015

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
2015127$713,641$189,377$7,014iApproximate average salary by contribution assumption: employee only about $175,349 at 4% or $116,899 at 6%; with 50% employer match about $116,899 at 4% or $77,933 at 6%; with 100% employer match about $87,675 at 4% or $58,450 at 6%.
Chase and Lunt LLC Employee Savings Plan-27$713,641$189,377$7,014iApproximate average salary by contribution assumption: employee only about $175,349 at 4% or $116,899 at 6%; with 50% employer match about $116,899 at 4% or $77,933 at 6%; with 100% employer match about $87,675 at 4% or $58,450 at 6%.
2014128$735,211$103,130$3,683iApproximate average salary by contribution assumption: employee only about $92,080 at 4% or $61,387 at 6%; with 50% employer match about $61,387 at 4% or $40,925 at 6%; with 100% employer match about $46,040 at 4% or $30,693 at 6%.
Chase and Lunt LLC Employee Savings Plan-28$735,211$103,130$3,683iApproximate average salary by contribution assumption: employee only about $92,080 at 4% or $61,387 at 6%; with 50% employer match about $61,387 at 4% or $40,925 at 6%; with 100% employer match about $46,040 at 4% or $30,693 at 6%.
2013130$633,025$102,250$3,408iApproximate average salary by contribution assumption: employee only about $85,208 at 4% or $56,806 at 6%; with 50% employer match about $56,806 at 4% or $37,870 at 6%; with 100% employer match about $42,604 at 4% or $28,403 at 6%.
Chase and Lunt LLC Employee Savings Plan-30$633,025$102,250$3,408iApproximate average salary by contribution assumption: employee only about $85,208 at 4% or $56,806 at 6%; with 50% employer match about $56,806 at 4% or $37,870 at 6%; with 100% employer match about $42,604 at 4% or $28,403 at 6%.
2012123$432,292$61,458$2,672iApproximate average salary by contribution assumption: employee only about $66,802 at 4% or $44,535 at 6%; with 50% employer match about $44,535 at 4% or $29,690 at 6%; with 100% employer match about $33,401 at 4% or $22,267 at 6%.
Chase and Lunt LLC Employee Savings Plan-23$432,292$61,458$2,672iApproximate average salary by contribution assumption: employee only about $66,802 at 4% or $44,535 at 6%; with 50% employer match about $44,535 at 4% or $29,690 at 6%; with 100% employer match about $33,401 at 4% or $22,267 at 6%.
2011114$539,749$72,895$5,207iApproximate average salary by contribution assumption: employee only about $130,170 at 4% or $86,780 at 6%; with 50% employer match about $86,780 at 4% or $57,853 at 6%; with 100% employer match about $65,085 at 4% or $43,390 at 6%.
Chase and Lunt LLC Employee Savings Plan-14$539,749$72,895$5,207iApproximate average salary by contribution assumption: employee only about $130,170 at 4% or $86,780 at 6%; with 50% employer match about $86,780 at 4% or $57,853 at 6%; with 100% employer match about $65,085 at 4% or $43,390 at 6%.
2010122$574,694$31,179$1,417iApproximate average salary by contribution assumption: employee only about $35,431 at 4% or $23,620 at 6%; with 50% employer match about $23,620 at 4% or $15,747 at 6%; with 100% employer match about $17,715 at 4% or $11,810 at 6%.
Chase and Lunt LLC Employee Savings Plan-22$574,694$31,179$1,417iApproximate average salary by contribution assumption: employee only about $35,431 at 4% or $23,620 at 6%; with 50% employer match about $23,620 at 4% or $15,747 at 6%; with 100% employer match about $17,715 at 4% or $11,810 at 6%.
2009125$883,157$51,987$2,079iApproximate average salary by contribution assumption: employee only about $51,987 at 4% or $34,658 at 6%; with 50% employer match about $34,658 at 4% or $23,105 at 6%; with 100% employer match about $25,994 at 4% or $17,329 at 6%.
Chase and Lunt LLC Employee Savings Plan-25$883,157$51,987$2,079iApproximate average salary by contribution assumption: employee only about $51,987 at 4% or $34,658 at 6%; with 50% employer match about $34,658 at 4% or $23,105 at 6%; with 100% employer match about $25,994 at 4% or $17,329 at 6%.
2008114$565,528$36,471$2,605iApproximate average salary by contribution assumption: employee only about $65,127 at 4% or $43,418 at 6%; with 50% employer match about $43,418 at 4% or $28,945 at 6%; with 100% employer match about $32,563 at 4% or $21,709 at 6%.
Chase and Lunt LLC Employee Savings Plan-14$565,528$36,471$2,605iApproximate average salary by contribution assumption: employee only about $65,127 at 4% or $43,418 at 6%; with 50% employer match about $43,418 at 4% or $28,945 at 6%; with 100% employer match about $32,563 at 4% or $21,709 at 6%.
2007118$0$0-
Chase and Lunt LLC Employee Savings Plan-18---
2006125$883,157$51,987$2,079iApproximate average salary by contribution assumption: employee only about $51,987 at 4% or $34,658 at 6%; with 50% employer match about $34,658 at 4% or $23,105 at 6%; with 100% employer match about $25,994 at 4% or $17,329 at 6%.
Chase and Lunt LLC Employee Savings Plan-25$883,157$51,987$2,079iApproximate average salary by contribution assumption: employee only about $51,987 at 4% or $34,658 at 6%; with 50% employer match about $34,658 at 4% or $23,105 at 6%; with 100% employer match about $25,994 at 4% or $17,329 at 6%.