Chasesource LP
Plan context: Chasesource 401(K) & Profit Sharing Plan
EIN 20-5658900 • Houston, TX • 16 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
30
2024 Assets
$1,687,901
2024 Contributions
$160,493
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 30 | $1,687,901 | $160,493 | $5,350iApproximate average salary by contribution assumption: employee only about $133,744 at 4% or $89,163 at 6%; with 50% employer match about $89,163 at 4% or $59,442 at 6%; with 100% employer match about $66,872 at 4% or $44,581 at 6%. |
| Chasesource 401(K) & Profit Sharing Plan | - | 30 | $1,687,901 | $160,493 | $5,350iApproximate average salary by contribution assumption: employee only about $133,744 at 4% or $89,163 at 6%; with 50% employer match about $89,163 at 4% or $59,442 at 6%; with 100% employer match about $66,872 at 4% or $44,581 at 6%. |
| 2023 | 1 | 29 | $1,364,158 | $162,430 | $5,601iApproximate average salary by contribution assumption: employee only about $140,026 at 4% or $93,351 at 6%; with 50% employer match about $93,351 at 4% or $62,234 at 6%; with 100% employer match about $70,013 at 4% or $46,675 at 6%. |
| Chasesource 401(K) & Profit Sharing Plan | - | 29 | $1,364,158 | $162,430 | $5,601iApproximate average salary by contribution assumption: employee only about $140,026 at 4% or $93,351 at 6%; with 50% employer match about $93,351 at 4% or $62,234 at 6%; with 100% employer match about $70,013 at 4% or $46,675 at 6%. |
| 2022 | 1 | 14 | $1,038,994 | $165,152 | $11,797iApproximate average salary by contribution assumption: employee only about $294,914 at 4% or $196,610 at 6%; with 50% employer match about $196,610 at 4% or $131,073 at 6%; with 100% employer match about $147,457 at 4% or $98,305 at 6%. |
| Chasesource 401(K) & Profit Sharing Plan | - | 14 | $1,038,994 | $165,152 | $11,797iApproximate average salary by contribution assumption: employee only about $294,914 at 4% or $196,610 at 6%; with 50% employer match about $196,610 at 4% or $131,073 at 6%; with 100% employer match about $147,457 at 4% or $98,305 at 6%. |
| 2021 | 1 | 30 | $1,094,382 | $115,405 | $3,847iApproximate average salary by contribution assumption: employee only about $96,171 at 4% or $64,114 at 6%; with 50% employer match about $64,114 at 4% or $42,743 at 6%; with 100% employer match about $48,085 at 4% or $32,057 at 6%. |
| Chasesource 401(K) & Profit Sharing Plan | - | 30 | $1,094,382 | $115,405 | $3,847iApproximate average salary by contribution assumption: employee only about $96,171 at 4% or $64,114 at 6%; with 50% employer match about $64,114 at 4% or $42,743 at 6%; with 100% employer match about $48,085 at 4% or $32,057 at 6%. |
| 2020 | 1 | 31 | $945,565 | $109,150 | $3,521iApproximate average salary by contribution assumption: employee only about $88,024 at 4% or $58,683 at 6%; with 50% employer match about $58,683 at 4% or $39,122 at 6%; with 100% employer match about $44,012 at 4% or $29,341 at 6%. |
| Chasesource 401(K) & Profit Sharing Plan | - | 31 | $945,565 | $109,150 | $3,521iApproximate average salary by contribution assumption: employee only about $88,024 at 4% or $58,683 at 6%; with 50% employer match about $58,683 at 4% or $39,122 at 6%; with 100% employer match about $44,012 at 4% or $29,341 at 6%. |
| 2019 | 1 | 31 | $855,177 | $86,282 | $2,783iApproximate average salary by contribution assumption: employee only about $69,582 at 4% or $46,388 at 6%; with 50% employer match about $46,388 at 4% or $30,925 at 6%; with 100% employer match about $34,791 at 4% or $23,194 at 6%. |
| Chasesource 401(K) & Profit Sharing Plan | - | 31 | $855,177 | $86,282 | $2,783iApproximate average salary by contribution assumption: employee only about $69,582 at 4% or $46,388 at 6%; with 50% employer match about $46,388 at 4% or $30,925 at 6%; with 100% employer match about $34,791 at 4% or $23,194 at 6%. |
| 2018 | 1 | 35 | $739,619 | $82,298 | $2,351iApproximate average salary by contribution assumption: employee only about $58,784 at 4% or $39,190 at 6%; with 50% employer match about $39,190 at 4% or $26,126 at 6%; with 100% employer match about $29,392 at 4% or $19,595 at 6%. |
| Chasesource 401(K) & Profit Sharing Plan | - | 35 | $739,619 | $82,298 | $2,351iApproximate average salary by contribution assumption: employee only about $58,784 at 4% or $39,190 at 6%; with 50% employer match about $39,190 at 4% or $26,126 at 6%; with 100% employer match about $29,392 at 4% or $19,595 at 6%. |
| 2017 | 1 | 47 | $802,964 | $112,474 | $2,393iApproximate average salary by contribution assumption: employee only about $59,827 at 4% or $39,884 at 6%; with 50% employer match about $39,884 at 4% or $26,590 at 6%; with 100% employer match about $29,913 at 4% or $19,942 at 6%. |
| Chasesource 401(K) & Profit Sharing Plan | - | 47 | $802,964 | $112,474 | $2,393iApproximate average salary by contribution assumption: employee only about $59,827 at 4% or $39,884 at 6%; with 50% employer match about $39,884 at 4% or $26,590 at 6%; with 100% employer match about $29,913 at 4% or $19,942 at 6%. |
| 2016 | 1 | 130 | $623,575 | $164,807 | $1,268iApproximate average salary by contribution assumption: employee only about $31,694 at 4% or $21,129 at 6%; with 50% employer match about $21,129 at 4% or $14,086 at 6%; with 100% employer match about $15,847 at 4% or $10,565 at 6%. |
| Chasesource 401(K) & Profit Sharing Plan | - | 130 | $623,575 | $164,807 | $1,268iApproximate average salary by contribution assumption: employee only about $31,694 at 4% or $21,129 at 6%; with 50% employer match about $21,129 at 4% or $14,086 at 6%; with 100% employer match about $15,847 at 4% or $10,565 at 6%. |
| 2015 | 1 | 39 | $440,790 | $226,843 | $5,816iApproximate average salary by contribution assumption: employee only about $145,412 at 4% or $96,941 at 6%; with 50% employer match about $96,941 at 4% or $64,628 at 6%; with 100% employer match about $72,706 at 4% or $48,471 at 6%. |
| Chasesource 401(K) & Profit Sharing Plan | - | 39 | $440,790 | $226,843 | $5,816iApproximate average salary by contribution assumption: employee only about $145,412 at 4% or $96,941 at 6%; with 50% employer match about $96,941 at 4% or $64,628 at 6%; with 100% employer match about $72,706 at 4% or $48,471 at 6%. |
| 2014 | 1 | 10 | $245,651 | $25,206 | $2,521iApproximate average salary by contribution assumption: employee only about $63,015 at 4% or $42,010 at 6%; with 50% employer match about $42,010 at 4% or $28,007 at 6%; with 100% employer match about $31,508 at 4% or $21,005 at 6%. |
| Chasesource 401(K) & Profit Sharing Plan | - | 10 | $245,651 | $25,206 | $2,521iApproximate average salary by contribution assumption: employee only about $63,015 at 4% or $42,010 at 6%; with 50% employer match about $42,010 at 4% or $28,007 at 6%; with 100% employer match about $31,508 at 4% or $21,005 at 6%. |
| 2013 | 1 | 4 | $248,608 | $0 | - |
| Chasesource 401(K) & Profit Sharing Plan | - | 4 | $248,608 | - | - |
| 2012 | 1 | 5 | $226,273 | $0 | - |
| Chasesource 401(K) & Profit Sharing Plan | - | 5 | $226,273 | - | - |
| 2011 | 1 | 7 | $212,651 | $0 | - |
| Chasesource 401(K) & Profit Sharing Plan | - | 7 | $212,651 | - | - |
| 2010 | 1 | 9 | $231,048 | $0 | - |
| Chasesource 401(K) & Profit Sharing Plan | - | 9 | $231,048 | - | - |
| 2009 | 1 | 8 | $224,242 | $0 | - |
| Chasesource 401(K) & Profit Sharing Plan | - | 8 | $224,242 | - | - |