Joseph Chaiken & Associates PC.
Plan context: Joseph Chaiken && Associates PC 401K Profit Sharing Plan && Trust
EIN 23-2762075 • Philadelphia, PA • 33 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$4,744,408
2024 Contributions
$127,274
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 | 2 | 6 | $4,744,408 | $127,274 | $21,212iApproximate average salary by contribution assumption: employee only about $530,308 at 4% or $353,539 at 6%; with 50% employer match about $353,539 at 4% or $235,693 at 6%; with 100% employer match about $265,154 at 4% or $176,769 at 6%. |
| Joseph Chaiken && Associates PC 401K Profit Sharing Plan && Trust | - | 6 | $4,744,408 | $127,274 | $21,212iApproximate average salary by contribution assumption: employee only about $530,308 at 4% or $353,539 at 6%; with 50% employer match about $353,539 at 4% or $235,693 at 6%; with 100% employer match about $265,154 at 4% or $176,769 at 6%. |
| Joseph Chaiken & Associates PC. Cash Balance Pension Plan | - | 0 | $0 | $0 | - |
| 2023 | 2 | 6 | $5,346,566 | $180,624 | $30,104iApproximate average salary by contribution assumption: employee only about $752,600 at 4% or $501,733 at 6%; with 50% employer match about $501,733 at 4% or $334,489 at 6%; with 100% employer match about $376,300 at 4% or $250,867 at 6%. |
| Joseph Chaiken && Associates PC 401K Profit Sharing Plan && Trust | - | 6 | $4,163,323 | $180,624 | $30,104iApproximate average salary by contribution assumption: employee only about $752,600 at 4% or $501,733 at 6%; with 50% employer match about $501,733 at 4% or $334,489 at 6%; with 100% employer match about $376,300 at 4% or $250,867 at 6%. |
| Joseph Chaiken & Associates PC. Cash Balance Pension Plan | - | 4 | $1,183,243 | $0 | - |
| 2022 | 2 | 9 | $4,790,022 | $359,687 | $39,965iApproximate average salary by contribution assumption: employee only about $999,131 at 4% or $666,087 at 6%; with 50% employer match about $666,087 at 4% or $444,058 at 6%; with 100% employer match about $499,565 at 4% or $333,044 at 6%. |
| Joseph Chaiken && Associates PC 401K Profit Sharing Plan && Trust | - | 9 | $3,650,002 | $172,278 | $19,142iApproximate average salary by contribution assumption: employee only about $478,550 at 4% or $319,033 at 6%; with 50% employer match about $319,033 at 4% or $212,689 at 6%; with 100% employer match about $239,275 at 4% or $159,517 at 6%. |
| Joseph Chaiken & Associates PC. Cash Balance Pension Plan | - | 4 | $1,140,020 | $187,409 | $46,852iApproximate average salary by contribution assumption: employee only about $1,171,306 at 4% or $780,871 at 6%; with 50% employer match about $780,871 at 4% or $520,581 at 6%; with 100% employer match about $585,653 at 4% or $390,435 at 6%. |
| 2021 | 2 | 10 | $5,073,599 | $356,622 | $35,662iApproximate average salary by contribution assumption: employee only about $891,555 at 4% or $594,370 at 6%; with 50% employer match about $594,370 at 4% or $396,247 at 6%; with 100% employer match about $445,777 at 4% or $297,185 at 6%. |
| Joseph Chaiken && Associates PC 401K Profit Sharing Plan && Trust | - | 10 | $4,129,382 | $166,481 | $16,648iApproximate average salary by contribution assumption: employee only about $416,202 at 4% or $277,468 at 6%; with 50% employer match about $277,468 at 4% or $184,979 at 6%; with 100% employer match about $208,101 at 4% or $138,734 at 6%. |
| Joseph Chaiken & Associates PC. Cash Balance Pension Plan | - | 4 | $944,217 | $190,141 | $47,535iApproximate average salary by contribution assumption: employee only about $1,188,381 at 4% or $792,254 at 6%; with 50% employer match about $792,254 at 4% or $528,169 at 6%; with 100% employer match about $594,191 at 4% or $396,127 at 6%. |
| 2020 | 2 | 12 | $4,364,145 | $337,473 | $28,123iApproximate average salary by contribution assumption: employee only about $703,069 at 4% or $468,713 at 6%; with 50% employer match about $468,713 at 4% or $312,475 at 6%; with 100% employer match about $351,534 at 4% or $234,356 at 6%. |
| Joseph Chaiken && Associates PC 401K Profit Sharing Plan && Trust | - | 12 | $3,610,299 | $154,084 | $12,840iApproximate average salary by contribution assumption: employee only about $321,008 at 4% or $214,006 at 6%; with 50% employer match about $214,006 at 4% or $142,670 at 6%; with 100% employer match about $160,504 at 4% or $107,003 at 6%. |
| Joseph Chaiken & Associates PC. Cash Balance Pension Plan | - | 4 | $753,846 | $183,389 | $45,847iApproximate average salary by contribution assumption: employee only about $1,146,181 at 4% or $764,121 at 6%; with 50% employer match about $764,121 at 4% or $509,414 at 6%; with 100% employer match about $573,091 at 4% or $382,060 at 6%. |
| 2019 | 2 | 11 | $3,563,373 | $337,131 | $30,648iApproximate average salary by contribution assumption: employee only about $766,207 at 4% or $510,805 at 6%; with 50% employer match about $510,805 at 4% or $340,536 at 6%; with 100% employer match about $383,103 at 4% or $255,402 at 6%. |
| Joseph Chaiken && Associates PC 401K Profit Sharing Plan && Trust | - | 11 | $2,994,662 | $149,903 | $13,628iApproximate average salary by contribution assumption: employee only about $340,689 at 4% or $227,126 at 6%; with 50% employer match about $227,126 at 4% or $151,417 at 6%; with 100% employer match about $170,344 at 4% or $113,563 at 6%. |
| Joseph Chaiken & Associates PC. Cash Balance Pension Plan | - | 4 | $568,711 | $187,228 | $46,807iApproximate average salary by contribution assumption: employee only about $1,170,175 at 4% or $780,117 at 6%; with 50% employer match about $780,117 at 4% or $520,078 at 6%; with 100% employer match about $585,088 at 4% or $390,058 at 6%. |
| 2018 | 2 | 12 | $2,725,797 | $325,990 | $27,166iApproximate average salary by contribution assumption: employee only about $679,146 at 4% or $452,764 at 6%; with 50% employer match about $452,764 at 4% or $301,843 at 6%; with 100% employer match about $339,573 at 4% or $226,382 at 6%. |
| Joseph Chaiken && Associates PC 401K Profit Sharing Plan && Trust | - | 12 | $2,352,619 | $142,807 | $11,901iApproximate average salary by contribution assumption: employee only about $297,515 at 4% or $198,343 at 6%; with 50% employer match about $198,343 at 4% or $132,229 at 6%; with 100% employer match about $148,757 at 4% or $99,172 at 6%. |
| Joseph Chaiken & Associates PC. Cash Balance Pension Plan | - | 3 | $373,178 | $183,183 | $61,061iApproximate average salary by contribution assumption: employee only about $1,526,525 at 4% or $1,017,683 at 6%; with 50% employer match about $1,017,683 at 4% or $678,456 at 6%; with 100% employer match about $763,263 at 4% or $508,842 at 6%. |
| 2017 | 2 | 12 | $2,597,657 | $286,141 | $23,845iApproximate average salary by contribution assumption: employee only about $596,127 at 4% or $397,418 at 6%; with 50% employer match about $397,418 at 4% or $264,945 at 6%; with 100% employer match about $298,064 at 4% or $198,709 at 6%. |
| Joseph Chaiken && Associates PC 401K Profit Sharing Plan && Trust | - | 12 | $2,410,772 | $99,256 | $8,271iApproximate average salary by contribution assumption: employee only about $206,783 at 4% or $137,856 at 6%; with 50% employer match about $137,856 at 4% or $91,904 at 6%; with 100% employer match about $103,392 at 4% or $68,928 at 6%. |
| Joseph Chaiken & Associates PC. Cash Balance Pension Plan | - | 3 | $186,885 | $186,885 | $62,295iApproximate average salary by contribution assumption: employee only about $1,557,375 at 4% or $1,038,250 at 6%; with 50% employer match about $1,038,250 at 4% or $692,167 at 6%; with 100% employer match about $778,688 at 4% or $519,125 at 6%. |
| 2016 | 1 | 11 | $1,967,490 | $96,861 | $8,806iApproximate average salary by contribution assumption: employee only about $220,139 at 4% or $146,759 at 6%; with 50% employer match about $146,759 at 4% or $97,839 at 6%; with 100% employer match about $110,069 at 4% or $73,380 at 6%. |
| Joseph Chaiken && Associates PC 401K Profit Sharing Plan && Trust | - | 11 | $1,967,490 | $96,861 | $8,806iApproximate average salary by contribution assumption: employee only about $220,139 at 4% or $146,759 at 6%; with 50% employer match about $146,759 at 4% or $97,839 at 6%; with 100% employer match about $110,069 at 4% or $73,380 at 6%. |
| 2015 | 1 | 12 | $1,796,678 | $108,228 | $9,019iApproximate average salary by contribution assumption: employee only about $225,475 at 4% or $150,317 at 6%; with 50% employer match about $150,317 at 4% or $100,211 at 6%; with 100% employer match about $112,738 at 4% or $75,158 at 6%. |
| Joseph Chaiken && Associates PC 401K Profit Sharing Plan && Trust | - | 12 | $1,796,678 | $108,228 | $9,019iApproximate average salary by contribution assumption: employee only about $225,475 at 4% or $150,317 at 6%; with 50% employer match about $150,317 at 4% or $100,211 at 6%; with 100% employer match about $112,738 at 4% or $75,158 at 6%. |
| 2014 | 1 | 13 | $2,128,530 | $107,563 | $8,274iApproximate average salary by contribution assumption: employee only about $206,852 at 4% or $137,901 at 6%; with 50% employer match about $137,901 at 4% or $91,934 at 6%; with 100% employer match about $103,426 at 4% or $68,951 at 6%. |
| Joseph Chaiken && Associates PC 401K Profit Sharing Plan && Trust | - | 13 | $2,128,530 | $107,563 | $8,274iApproximate average salary by contribution assumption: employee only about $206,852 at 4% or $137,901 at 6%; with 50% employer match about $137,901 at 4% or $91,934 at 6%; with 100% employer match about $103,426 at 4% or $68,951 at 6%. |
| 2013 | 1 | 13 | $1,950,582 | $115,181 | $8,860iApproximate average salary by contribution assumption: employee only about $221,502 at 4% or $147,668 at 6%; with 50% employer match about $147,668 at 4% or $98,445 at 6%; with 100% employer match about $110,751 at 4% or $73,834 at 6%. |
| Joseph Chaiken && Associates PC 401K Profit Sharing Plan && Trust | - | 13 | $1,950,582 | $115,181 | $8,860iApproximate average salary by contribution assumption: employee only about $221,502 at 4% or $147,668 at 6%; with 50% employer match about $147,668 at 4% or $98,445 at 6%; with 100% employer match about $110,751 at 4% or $73,834 at 6%. |
| 2012 | 1 | 9 | $1,470,890 | $113,830 | $12,648iApproximate average salary by contribution assumption: employee only about $316,194 at 4% or $210,796 at 6%; with 50% employer match about $210,796 at 4% or $140,531 at 6%; with 100% employer match about $158,097 at 4% or $105,398 at 6%. |
| Joseph Chaiken && Associates PC 401K Profit Sharing Plan && Trust | - | 9 | $1,470,890 | $113,830 | $12,648iApproximate average salary by contribution assumption: employee only about $316,194 at 4% or $210,796 at 6%; with 50% employer match about $210,796 at 4% or $140,531 at 6%; with 100% employer match about $158,097 at 4% or $105,398 at 6%. |
| 2011 | 1 | 9 | $1,257,969 | $111,259 | $12,362iApproximate average salary by contribution assumption: employee only about $309,053 at 4% or $206,035 at 6%; with 50% employer match about $206,035 at 4% or $137,357 at 6%; with 100% employer match about $154,526 at 4% or $103,018 at 6%. |
| Joseph Chaiken && Associates PC 401K Profit Sharing Plan && Trust | - | 9 | $1,257,969 | $111,259 | $12,362iApproximate average salary by contribution assumption: employee only about $309,053 at 4% or $206,035 at 6%; with 50% employer match about $206,035 at 4% or $137,357 at 6%; with 100% employer match about $154,526 at 4% or $103,018 at 6%. |
| 2010 | 1 | 9 | $1,237,317 | $111,950 | $12,439iApproximate average salary by contribution assumption: employee only about $310,972 at 4% or $207,315 at 6%; with 50% employer match about $207,315 at 4% or $138,210 at 6%; with 100% employer match about $155,486 at 4% or $103,657 at 6%. |
| Joseph Chaiken && Associates PC 401K Profit Sharing Plan && Trust | - | 9 | $1,237,317 | $111,950 | $12,439iApproximate average salary by contribution assumption: employee only about $310,972 at 4% or $207,315 at 6%; with 50% employer match about $207,315 at 4% or $138,210 at 6%; with 100% employer match about $155,486 at 4% or $103,657 at 6%. |
| 2009 | 1 | 11 | $1,010,444 | $113,819 | $10,347iApproximate average salary by contribution assumption: employee only about $258,680 at 4% or $172,453 at 6%; with 50% employer match about $172,453 at 4% or $114,969 at 6%; with 100% employer match about $129,340 at 4% or $86,227 at 6%. |
| Joseph Chaiken && Associates PC 401K Profit Sharing Plan && Trust | - | 11 | $1,010,444 | $113,819 | $10,347iApproximate average salary by contribution assumption: employee only about $258,680 at 4% or $172,453 at 6%; with 50% employer match about $172,453 at 4% or $114,969 at 6%; with 100% employer match about $129,340 at 4% or $86,227 at 6%. |
| 2008 | 1 | 11 | $716,154 | $109,641 | $9,967iApproximate average salary by contribution assumption: employee only about $249,184 at 4% or $166,123 at 6%; with 50% employer match about $166,123 at 4% or $110,748 at 6%; with 100% employer match about $124,592 at 4% or $83,061 at 6%. |
| Joseph Chaiken && Associates PC 401K Profit Sharing Plan && Trust | - | 11 | $716,154 | $109,641 | $9,967iApproximate average salary by contribution assumption: employee only about $249,184 at 4% or $166,123 at 6%; with 50% employer match about $166,123 at 4% or $110,748 at 6%; with 100% employer match about $124,592 at 4% or $83,061 at 6%. |
| 2007 | 1 | 11 | $0 | $0 | - |
| Joseph Chaiken && Associates PC 401K Profit Sharing Plan && Trust | - | 11 | - | - | - |
| 2006 | 1 | 9 | $832,053 | $110,974 | $12,330iApproximate average salary by contribution assumption: employee only about $308,261 at 4% or $205,507 at 6%; with 50% employer match about $205,507 at 4% or $137,005 at 6%; with 100% employer match about $154,131 at 4% or $102,754 at 6%. |
| Joseph Chaiken && Associates PC 401K Profit Sharing Plan && Trust | - | 9 | $832,053 | $110,974 | $12,330iApproximate average salary by contribution assumption: employee only about $308,261 at 4% or $205,507 at 6%; with 50% employer match about $205,507 at 4% or $137,005 at 6%; with 100% employer match about $154,131 at 4% or $102,754 at 6%. |
| 2005 | 1 | 10 | $675,991 | $84,979 | $8,498iApproximate average salary by contribution assumption: employee only about $212,448 at 4% or $141,632 at 6%; with 50% employer match about $141,632 at 4% or $94,421 at 6%; with 100% employer match about $106,224 at 4% or $70,816 at 6%. |
| Joseph Chaiken && Associates PC 401K Profit Sharing Plan && Trust | - | 10 | $675,991 | $84,979 | $8,498iApproximate average salary by contribution assumption: employee only about $212,448 at 4% or $141,632 at 6%; with 50% employer match about $141,632 at 4% or $94,421 at 6%; with 100% employer match about $106,224 at 4% or $70,816 at 6%. |
| 2004 | 1 | 11 | $546,751 | $78,048 | $7,095iApproximate average salary by contribution assumption: employee only about $177,382 at 4% or $118,255 at 6%; with 50% employer match about $118,255 at 4% or $78,836 at 6%; with 100% employer match about $88,691 at 4% or $59,127 at 6%. |
| Joseph Chaiken && Associates PC 401K Profit Sharing Plan && Trust | - | 11 | $546,751 | $78,048 | $7,095iApproximate average salary by contribution assumption: employee only about $177,382 at 4% or $118,255 at 6%; with 50% employer match about $118,255 at 4% or $78,836 at 6%; with 100% employer match about $88,691 at 4% or $59,127 at 6%. |
| 2003 | 1 | 9 | $420,013 | $74,325 | $8,258iApproximate average salary by contribution assumption: employee only about $206,458 at 4% or $137,639 at 6%; with 50% employer match about $137,639 at 4% or $91,759 at 6%; with 100% employer match about $103,229 at 4% or $68,819 at 6%. |
| Joseph Chaiken && Associates PC 401K Profit Sharing Plan && Trust | - | 9 | $420,013 | $74,325 | $8,258iApproximate average salary by contribution assumption: employee only about $206,458 at 4% or $137,639 at 6%; with 50% employer match about $137,639 at 4% or $91,759 at 6%; with 100% employer match about $103,229 at 4% or $68,819 at 6%. |
| 2001 | 1 | 8 | $0 | $0 | - |
| Joseph Chaiken && Associates PC 401K Profit Sharing Plan && Trust | - | 8 | - | - | - |
| 2000 | 1 | 7 | $244,604 | $63,188 | $9,027iApproximate average salary by contribution assumption: employee only about $225,671 at 4% or $150,448 at 6%; with 50% employer match about $150,448 at 4% or $100,298 at 6%; with 100% employer match about $112,836 at 4% or $75,224 at 6%. |
| Joseph Chaiken && Associates PC 401K Profit Sharing Plan && Trust | - | 7 | $244,604 | $63,188 | $9,027iApproximate average salary by contribution assumption: employee only about $225,671 at 4% or $150,448 at 6%; with 50% employer match about $150,448 at 4% or $100,298 at 6%; with 100% employer match about $112,836 at 4% or $75,224 at 6%. |
| 1999 | 1 | 7 | $207,033 | $63,259 | $9,037iApproximate average salary by contribution assumption: employee only about $225,925 at 4% or $150,617 at 6%; with 50% employer match about $150,617 at 4% or $100,411 at 6%; with 100% employer match about $112,963 at 4% or $75,308 at 6%. |
| Joseph Chaiken && Associates PC 401K Profit Sharing Plan && Trust | - | 7 | $207,033 | $63,259 | $9,037iApproximate average salary by contribution assumption: employee only about $225,925 at 4% or $150,617 at 6%; with 50% employer match about $150,617 at 4% or $100,411 at 6%; with 100% employer match about $112,963 at 4% or $75,308 at 6%. |