Civic Intelligence

Chartered Advisory Group Inc

Plan context: Chartered Advisory Group Inc

EIN 23-3063723 • 22 filings • 4 plans

Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$1,966,108

2025 Contributions

$75,275

Historical Graphs

Total Assets Over Time

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

$1,966,108$983,054$0200420152025YearValue
$1,966,108Latest year 2025

Participants Over Time

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

840200420152025YearValue
6Latest year 2025

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
202516$1,966,108$75,275$12,546iApproximate average salary by contribution assumption: employee only about $313,646 at 4% or $209,097 at 6%; with 50% employer match about $209,097 at 4% or $139,398 at 6%; with 100% employer match about $156,823 at 4% or $104,549 at 6%.
Chartered Advisory Group Inc-6$1,966,108$75,275$12,546iApproximate average salary by contribution assumption: employee only about $313,646 at 4% or $209,097 at 6%; with 50% employer match about $209,097 at 4% or $139,398 at 6%; with 100% employer match about $156,823 at 4% or $104,549 at 6%.
202416$1,585,274$75,538$12,590iApproximate average salary by contribution assumption: employee only about $314,742 at 4% or $209,828 at 6%; with 50% employer match about $209,828 at 4% or $139,885 at 6%; with 100% employer match about $157,371 at 4% or $104,914 at 6%.
Chartered Advisory Group Inc-6$1,585,274$75,538$12,590iApproximate average salary by contribution assumption: employee only about $314,742 at 4% or $209,828 at 6%; with 50% employer match about $209,828 at 4% or $139,885 at 6%; with 100% employer match about $157,371 at 4% or $104,914 at 6%.
202316$1,226,554$10,539$1,757iApproximate average salary by contribution assumption: employee only about $43,913 at 4% or $29,275 at 6%; with 50% employer match about $29,275 at 4% or $19,517 at 6%; with 100% employer match about $21,956 at 4% or $14,638 at 6%.
Chartered Advisory Group Inc-6$1,226,554$10,539$1,757iApproximate average salary by contribution assumption: employee only about $43,913 at 4% or $29,275 at 6%; with 50% employer match about $29,275 at 4% or $19,517 at 6%; with 100% employer match about $21,956 at 4% or $14,638 at 6%.
202216$1,011,437$73,422$12,237iApproximate average salary by contribution assumption: employee only about $305,925 at 4% or $203,950 at 6%; with 50% employer match about $203,950 at 4% or $135,967 at 6%; with 100% employer match about $152,963 at 4% or $101,975 at 6%.
Chartered Advisory Group Inc-6$1,011,437$73,422$12,237iApproximate average salary by contribution assumption: employee only about $305,925 at 4% or $203,950 at 6%; with 50% employer match about $203,950 at 4% or $135,967 at 6%; with 100% employer match about $152,963 at 4% or $101,975 at 6%.
202116$1,395,967$96,770$16,128iApproximate average salary by contribution assumption: employee only about $403,208 at 4% or $268,806 at 6%; with 50% employer match about $268,806 at 4% or $179,204 at 6%; with 100% employer match about $201,604 at 4% or $134,403 at 6%.
Chartered Advisory Group Inc-6$1,395,967$96,770$16,128iApproximate average salary by contribution assumption: employee only about $403,208 at 4% or $268,806 at 6%; with 50% employer match about $268,806 at 4% or $179,204 at 6%; with 100% employer match about $201,604 at 4% or $134,403 at 6%.
202017$1,157,764$37,432$5,347iApproximate average salary by contribution assumption: employee only about $133,686 at 4% or $89,124 at 6%; with 50% employer match about $89,124 at 4% or $59,416 at 6%; with 100% employer match about $66,843 at 4% or $44,562 at 6%.
Chartered Advisory Group Inc-7$1,157,764$37,432$5,347iApproximate average salary by contribution assumption: employee only about $133,686 at 4% or $89,124 at 6%; with 50% employer match about $89,124 at 4% or $59,416 at 6%; with 100% employer match about $66,843 at 4% or $44,562 at 6%.
201917$886,120$62,417$8,917iApproximate average salary by contribution assumption: employee only about $222,918 at 4% or $148,612 at 6%; with 50% employer match about $148,612 at 4% or $99,075 at 6%; with 100% employer match about $111,459 at 4% or $74,306 at 6%.
Chartered Advisory Group Inc-7$886,120$62,417$8,917iApproximate average salary by contribution assumption: employee only about $222,918 at 4% or $148,612 at 6%; with 50% employer match about $148,612 at 4% or $99,075 at 6%; with 100% employer match about $111,459 at 4% or $74,306 at 6%.
201818$988,937$61,955$7,744iApproximate average salary by contribution assumption: employee only about $193,609 at 4% or $129,073 at 6%; with 50% employer match about $129,073 at 4% or $86,049 at 6%; with 100% employer match about $96,805 at 4% or $64,536 at 6%.
Chartered Advisory Group Inc-8$988,937$61,955$7,744iApproximate average salary by contribution assumption: employee only about $193,609 at 4% or $129,073 at 6%; with 50% employer match about $129,073 at 4% or $86,049 at 6%; with 100% employer match about $96,805 at 4% or $64,536 at 6%.
201718$942,755$36,892$4,612iApproximate average salary by contribution assumption: employee only about $115,288 at 4% or $76,858 at 6%; with 50% employer match about $76,858 at 4% or $51,239 at 6%; with 100% employer match about $57,644 at 4% or $38,429 at 6%.
Chartered Advisory Group Inc-8$942,755$36,892$4,612iApproximate average salary by contribution assumption: employee only about $115,288 at 4% or $76,858 at 6%; with 50% employer match about $76,858 at 4% or $51,239 at 6%; with 100% employer match about $57,644 at 4% or $38,429 at 6%.
201618$814,557$47,571$5,946iApproximate average salary by contribution assumption: employee only about $148,659 at 4% or $99,106 at 6%; with 50% employer match about $99,106 at 4% or $66,071 at 6%; with 100% employer match about $74,330 at 4% or $49,553 at 6%.
Chartered Advisory Group Inc-8$814,557$47,571$5,946iApproximate average salary by contribution assumption: employee only about $148,659 at 4% or $99,106 at 6%; with 50% employer match about $99,106 at 4% or $66,071 at 6%; with 100% employer match about $74,330 at 4% or $49,553 at 6%.
201518$707,720$85,010$10,626iApproximate average salary by contribution assumption: employee only about $265,656 at 4% or $177,104 at 6%; with 50% employer match about $177,104 at 4% or $118,069 at 6%; with 100% employer match about $132,828 at 4% or $88,552 at 6%.
Chartered Advisory Group Inc-8$707,720$85,010$10,626iApproximate average salary by contribution assumption: employee only about $265,656 at 4% or $177,104 at 6%; with 50% employer match about $177,104 at 4% or $118,069 at 6%; with 100% employer match about $132,828 at 4% or $88,552 at 6%.
201418$629,234$87,171$10,896iApproximate average salary by contribution assumption: employee only about $272,409 at 4% or $181,606 at 6%; with 50% employer match about $181,606 at 4% or $121,071 at 6%; with 100% employer match about $136,205 at 4% or $90,803 at 6%.
Chartered Advisory Group Inc-8$629,234$87,171$10,896iApproximate average salary by contribution assumption: employee only about $272,409 at 4% or $181,606 at 6%; with 50% employer match about $181,606 at 4% or $121,071 at 6%; with 100% employer match about $136,205 at 4% or $90,803 at 6%.
201317$521,511$91,264$13,038iApproximate average salary by contribution assumption: employee only about $325,943 at 4% or $217,295 at 6%; with 50% employer match about $217,295 at 4% or $144,863 at 6%; with 100% employer match about $162,971 at 4% or $108,648 at 6%.
Chartered Advisory Group Inc-7$521,511$91,264$13,038iApproximate average salary by contribution assumption: employee only about $325,943 at 4% or $217,295 at 6%; with 50% employer match about $217,295 at 4% or $144,863 at 6%; with 100% employer match about $162,971 at 4% or $108,648 at 6%.
201216$402,099$40,330$6,722iApproximate average salary by contribution assumption: employee only about $168,042 at 4% or $112,028 at 6%; with 50% employer match about $112,028 at 4% or $74,685 at 6%; with 100% employer match about $84,021 at 4% or $56,014 at 6%.
Chartered Advisory Group Inc-6$402,099$40,330$6,722iApproximate average salary by contribution assumption: employee only about $168,042 at 4% or $112,028 at 6%; with 50% employer match about $112,028 at 4% or $74,685 at 6%; with 100% employer match about $84,021 at 4% or $56,014 at 6%.
201116$340,203$76,168$12,695iApproximate average salary by contribution assumption: employee only about $317,367 at 4% or $211,578 at 6%; with 50% employer match about $211,578 at 4% or $141,052 at 6%; with 100% employer match about $158,683 at 4% or $105,789 at 6%.
Chartered Advisory Group Inc-6$340,203$76,168$12,695iApproximate average salary by contribution assumption: employee only about $317,367 at 4% or $211,578 at 6%; with 50% employer match about $211,578 at 4% or $141,052 at 6%; with 100% employer match about $158,683 at 4% or $105,789 at 6%.
201015$272,719$58,999$11,800iApproximate average salary by contribution assumption: employee only about $294,995 at 4% or $196,663 at 6%; with 50% employer match about $196,663 at 4% or $131,109 at 6%; with 100% employer match about $147,498 at 4% or $98,332 at 6%.
Chartered Advisory Group Inc-5$272,719$58,999$11,800iApproximate average salary by contribution assumption: employee only about $294,995 at 4% or $196,663 at 6%; with 50% employer match about $196,663 at 4% or $131,109 at 6%; with 100% employer match about $147,498 at 4% or $98,332 at 6%.
200915$194,105$57,258$11,452iApproximate average salary by contribution assumption: employee only about $286,290 at 4% or $190,860 at 6%; with 50% employer match about $190,860 at 4% or $127,240 at 6%; with 100% employer match about $143,145 at 4% or $95,430 at 6%.
Chartered Advisory Group Inc-5$194,105$57,258$11,452iApproximate average salary by contribution assumption: employee only about $286,290 at 4% or $190,860 at 6%; with 50% employer match about $190,860 at 4% or $127,240 at 6%; with 100% employer match about $143,145 at 4% or $95,430 at 6%.
200814$114,671$54,479$13,620iApproximate average salary by contribution assumption: employee only about $340,494 at 4% or $226,996 at 6%; with 50% employer match about $226,996 at 4% or $151,331 at 6%; with 100% employer match about $170,247 at 4% or $113,498 at 6%.
Chartered Advisory Group Inc-4$114,671$54,479$13,620iApproximate average salary by contribution assumption: employee only about $340,494 at 4% or $226,996 at 6%; with 50% employer match about $226,996 at 4% or $151,331 at 6%; with 100% employer match about $170,247 at 4% or $113,498 at 6%.
200714$0$0-
Chartered Advisory Group Inc-4---
200614$71,629$11,229$2,807iApproximate average salary by contribution assumption: employee only about $70,181 at 4% or $46,788 at 6%; with 50% employer match about $46,788 at 4% or $31,192 at 6%; with 100% employer match about $35,091 at 4% or $23,394 at 6%.
Chartered Advisory Group Inc-4$71,629$11,229$2,807iApproximate average salary by contribution assumption: employee only about $70,181 at 4% or $46,788 at 6%; with 50% employer match about $46,788 at 4% or $31,192 at 6%; with 100% employer match about $35,091 at 4% or $23,394 at 6%.
200514$62,254$30,197$7,549iApproximate average salary by contribution assumption: employee only about $188,731 at 4% or $125,821 at 6%; with 50% employer match about $125,821 at 4% or $83,881 at 6%; with 100% employer match about $94,366 at 4% or $62,910 at 6%.
Chartered Advisory Group Inc-4$62,254$30,197$7,549iApproximate average salary by contribution assumption: employee only about $188,731 at 4% or $125,821 at 6%; with 50% employer match about $125,821 at 4% or $83,881 at 6%; with 100% employer match about $94,366 at 4% or $62,910 at 6%.
200415$36,602$24,798$4,960iApproximate average salary by contribution assumption: employee only about $123,990 at 4% or $82,660 at 6%; with 50% employer match about $82,660 at 4% or $55,107 at 6%; with 100% employer match about $61,995 at 4% or $41,330 at 6%.
Chartered Advisory Group Inc-5$36,602$24,798$4,960iApproximate average salary by contribution assumption: employee only about $123,990 at 4% or $82,660 at 6%; with 50% employer match about $82,660 at 4% or $55,107 at 6%; with 100% employer match about $61,995 at 4% or $41,330 at 6%.