Civic Intelligence

Chartwell Advisory Group Ltd.

Plan context: Chartwell Advisory Group Ltd. 401K Savings & Profit Sharing Plan

EIN 23-2676651 • King Of Prussia, PA • 16 filings • 3 plans

550 American AvenueSuite 300King Of Prussia, PA 19406
Current Snapshot

Latest Year

2014

2014 Participants

7

2014 Assets

$1,455,571

2014 Contributions

$11,945

Historical Graphs

Total Assets Over Time

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

$1,455,571$727,786$0199920062013YearValue
$1,455,571Latest year 2013

Participants Over Time

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

31160199920062013YearValue
7Latest year 2013

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
201410$0$11,945-
Chartwell Advisory Group Ltd. 401K Savings & Profit Sharing Plan-0$0$11,945-
201317$1,455,571$59,973$8,568iApproximate average salary by contribution assumption: employee only about $214,189 at 4% or $142,793 at 6%; with 50% employer match about $142,793 at 4% or $95,195 at 6%; with 100% employer match about $107,095 at 4% or $71,396 at 6%.
Chartwell Advisory Group Ltd. 401K Savings & Profit Sharing Plan-7$1,455,571$59,973$8,568iApproximate average salary by contribution assumption: employee only about $214,189 at 4% or $142,793 at 6%; with 50% employer match about $142,793 at 4% or $95,195 at 6%; with 100% employer match about $107,095 at 4% or $71,396 at 6%.
201218$1,224,194$52,743$6,593iApproximate average salary by contribution assumption: employee only about $164,822 at 4% or $109,881 at 6%; with 50% employer match about $109,881 at 4% or $73,254 at 6%; with 100% employer match about $82,411 at 4% or $54,941 at 6%.
Chartwell Advisory Group Ltd. 401K Savings & Profit Sharing Plan-8$1,224,194$52,743$6,593iApproximate average salary by contribution assumption: employee only about $164,822 at 4% or $109,881 at 6%; with 50% employer match about $109,881 at 4% or $73,254 at 6%; with 100% employer match about $82,411 at 4% or $54,941 at 6%.
201119$1,045,516$88,240$9,804iApproximate average salary by contribution assumption: employee only about $245,111 at 4% or $163,407 at 6%; with 50% employer match about $163,407 at 4% or $108,938 at 6%; with 100% employer match about $122,556 at 4% or $81,704 at 6%.
Chartwell Advisory Group Ltd. 401K Savings & Profit Sharing Plan-9$1,045,516$88,240$9,804iApproximate average salary by contribution assumption: employee only about $245,111 at 4% or $163,407 at 6%; with 50% employer match about $163,407 at 4% or $108,938 at 6%; with 100% employer match about $122,556 at 4% or $81,704 at 6%.
201018$1,004,809$44,629$5,579iApproximate average salary by contribution assumption: employee only about $139,466 at 4% or $92,977 at 6%; with 50% employer match about $92,977 at 4% or $61,985 at 6%; with 100% employer match about $69,733 at 4% or $46,489 at 6%.
Chartwell Advisory Group Ltd. 401K Savings & Profit Sharing Plan-8$1,004,809$44,629$5,579iApproximate average salary by contribution assumption: employee only about $139,466 at 4% or $92,977 at 6%; with 50% employer match about $92,977 at 4% or $61,985 at 6%; with 100% employer match about $69,733 at 4% or $46,489 at 6%.
2009112$1,181,416$85,311$7,109iApproximate average salary by contribution assumption: employee only about $177,731 at 4% or $118,488 at 6%; with 50% employer match about $118,488 at 4% or $78,992 at 6%; with 100% employer match about $88,866 at 4% or $59,244 at 6%.
Chartwell Advisory Group Ltd. 401K Savings & Profit Sharing Plan-12$1,181,416$85,311$7,109iApproximate average salary by contribution assumption: employee only about $177,731 at 4% or $118,488 at 6%; with 50% employer match about $118,488 at 4% or $78,992 at 6%; with 100% employer match about $88,866 at 4% or $59,244 at 6%.
2008112$944,275$108,488$9,041iApproximate average salary by contribution assumption: employee only about $226,017 at 4% or $150,678 at 6%; with 50% employer match about $150,678 at 4% or $100,452 at 6%; with 100% employer match about $113,008 at 4% or $75,339 at 6%.
Chartwell Advisory Group Ltd. 401K Savings & Profit Sharing Plan-12$944,275$108,488$9,041iApproximate average salary by contribution assumption: employee only about $226,017 at 4% or $150,678 at 6%; with 50% employer match about $150,678 at 4% or $100,452 at 6%; with 100% employer match about $113,008 at 4% or $75,339 at 6%.
2007111$1,345,149$113,060$10,278iApproximate average salary by contribution assumption: employee only about $256,955 at 4% or $171,303 at 6%; with 50% employer match about $171,303 at 4% or $114,202 at 6%; with 100% employer match about $128,477 at 4% or $85,652 at 6%.
Chartwell Advisory Group Ltd. 401K Savings & Profit Sharing Plan-11$1,345,149$113,060$10,278iApproximate average salary by contribution assumption: employee only about $256,955 at 4% or $171,303 at 6%; with 50% employer match about $171,303 at 4% or $114,202 at 6%; with 100% employer match about $128,477 at 4% or $85,652 at 6%.
2006115$1,332,171$125,352$8,357iApproximate average salary by contribution assumption: employee only about $208,920 at 4% or $139,280 at 6%; with 50% employer match about $139,280 at 4% or $92,853 at 6%; with 100% employer match about $104,460 at 4% or $69,640 at 6%.
Chartwell Advisory Group Ltd. 401K Savings & Profit Sharing Plan-15$1,332,171$125,352$8,357iApproximate average salary by contribution assumption: employee only about $208,920 at 4% or $139,280 at 6%; with 50% employer match about $139,280 at 4% or $92,853 at 6%; with 100% employer match about $104,460 at 4% or $69,640 at 6%.
2005117$1,045,393$141,846$8,344iApproximate average salary by contribution assumption: employee only about $208,597 at 4% or $139,065 at 6%; with 50% employer match about $139,065 at 4% or $92,710 at 6%; with 100% employer match about $104,299 at 4% or $69,532 at 6%.
Chartwell Advisory Group Ltd. 401K Savings & Profit Sharing Plan-17$1,045,393$141,846$8,344iApproximate average salary by contribution assumption: employee only about $208,597 at 4% or $139,065 at 6%; with 50% employer match about $139,065 at 4% or $92,710 at 6%; with 100% employer match about $104,299 at 4% or $69,532 at 6%.
2004117$808,993$131,029$7,708iApproximate average salary by contribution assumption: employee only about $192,690 at 4% or $128,460 at 6%; with 50% employer match about $128,460 at 4% or $85,640 at 6%; with 100% employer match about $96,345 at 4% or $64,230 at 6%.
Chartwell Advisory Group Ltd. 401K Savings & Profit Sharing Plan-17$808,993$131,029$7,708iApproximate average salary by contribution assumption: employee only about $192,690 at 4% or $128,460 at 6%; with 50% employer match about $128,460 at 4% or $85,640 at 6%; with 100% employer match about $96,345 at 4% or $64,230 at 6%.
2003121$587,469$110,113$5,243iApproximate average salary by contribution assumption: employee only about $131,087 at 4% or $87,391 at 6%; with 50% employer match about $87,391 at 4% or $58,261 at 6%; with 100% employer match about $65,543 at 4% or $43,696 at 6%.
Chartwell Advisory Group Ltd. 401K Savings & Profit Sharing Plan-21$587,469$110,113$5,243iApproximate average salary by contribution assumption: employee only about $131,087 at 4% or $87,391 at 6%; with 50% employer match about $87,391 at 4% or $58,261 at 6%; with 100% employer match about $65,543 at 4% or $43,696 at 6%.
2002127$518,871$137,957$5,110iApproximate average salary by contribution assumption: employee only about $127,738 at 4% or $85,159 at 6%; with 50% employer match about $85,159 at 4% or $56,772 at 6%; with 100% employer match about $63,869 at 4% or $42,579 at 6%.
Chartwell Advisory Group Ltd. 401K Savings & Profit Sharing Plan-27$518,871$137,957$5,110iApproximate average salary by contribution assumption: employee only about $127,738 at 4% or $85,159 at 6%; with 50% employer match about $85,159 at 4% or $56,772 at 6%; with 100% employer match about $63,869 at 4% or $42,579 at 6%.
2001119$553,765$96,945$5,102iApproximate average salary by contribution assumption: employee only about $127,559 at 4% or $85,039 at 6%; with 50% employer match about $85,039 at 4% or $56,693 at 6%; with 100% employer match about $63,780 at 4% or $42,520 at 6%.
Chartwell Advisory Group Ltd. 401K Savings & Profit Sharing Plan-19$553,765$96,945$5,102iApproximate average salary by contribution assumption: employee only about $127,559 at 4% or $85,039 at 6%; with 50% employer match about $85,039 at 4% or $56,693 at 6%; with 100% employer match about $63,780 at 4% or $42,520 at 6%.
2000127$651,514$176,642$6,542iApproximate average salary by contribution assumption: employee only about $163,557 at 4% or $109,038 at 6%; with 50% employer match about $109,038 at 4% or $72,692 at 6%; with 100% employer match about $81,779 at 4% or $54,519 at 6%.
Chartwell Advisory Group Ltd. 401K Savings & Profit Sharing Plan-27$651,514$176,642$6,542iApproximate average salary by contribution assumption: employee only about $163,557 at 4% or $109,038 at 6%; with 50% employer match about $109,038 at 4% or $72,692 at 6%; with 100% employer match about $81,779 at 4% or $54,519 at 6%.
1999131$883,930$147,613$4,762iApproximate average salary by contribution assumption: employee only about $119,043 at 4% or $79,362 at 6%; with 50% employer match about $79,362 at 4% or $52,908 at 6%; with 100% employer match about $59,521 at 4% or $39,681 at 6%.
Chartwell Advisory Group Ltd. 401K Savings & Profit Sharing Plan-31$883,930$147,613$4,762iApproximate average salary by contribution assumption: employee only about $119,043 at 4% or $79,362 at 6%; with 50% employer match about $79,362 at 4% or $52,908 at 6%; with 100% employer match about $59,521 at 4% or $39,681 at 6%.
Chartwell Advisory Group Ltd. | EIN 23-2676651 | 2014 Form 5500 Company Profile