Chisholm Chisholm & Kilpatrick Ltd.
Plan context: Chisholm Chisholm & Kilpatrick 401(K) Plan
EIN 27-4459831 • Providence, RI • 29 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
279
2024 Assets
$16,895,056
2024 Contributions
$2,074,955
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 | 279 | $16,895,056 | $2,074,955 | $7,437iApproximate average salary by contribution assumption: employee only about $185,928 at 4% or $123,952 at 6%; with 50% employer match about $123,952 at 4% or $82,635 at 6%; with 100% employer match about $92,964 at 4% or $61,976 at 6%. |
| Chisholm Chisholm & Kilpatrick 401(K) Plan | - | 228 | $16,895,056 | $2,074,955 | $9,101iApproximate average salary by contribution assumption: employee only about $227,517 at 4% or $151,678 at 6%; with 50% employer match about $151,678 at 4% or $101,119 at 6%; with 100% employer match about $113,758 at 4% or $75,839 at 6%. |
| Chisholm Chisholm & Kilpatrick Welfare Wrap Plan | - | 279 | - | - | - |
| 2023 | 2 | 281 | $12,947,980 | $1,788,927 | $6,366iApproximate average salary by contribution assumption: employee only about $159,157 at 4% or $106,105 at 6%; with 50% employer match about $106,105 at 4% or $70,737 at 6%; with 100% employer match about $79,579 at 4% or $53,052 at 6%. |
| Chisholm Chisholm & Kilpatrick 401(K) Plan | - | 212 | $12,947,980 | $1,788,927 | $8,438iApproximate average salary by contribution assumption: employee only about $210,958 at 4% or $140,639 at 6%; with 50% employer match about $140,639 at 4% or $93,759 at 6%; with 100% employer match about $105,479 at 4% or $70,319 at 6%. |
| Chisholm Chisholm & Kilpatrick Welfare Wrap Plan | - | 281 | - | - | - |
| 2022 | 2 | 280 | $9,699,888 | $1,571,188 | $5,611iApproximate average salary by contribution assumption: employee only about $140,285 at 4% or $93,523 at 6%; with 50% employer match about $93,523 at 4% or $62,349 at 6%; with 100% employer match about $70,142 at 4% or $46,762 at 6%. |
| Chisholm Chisholm & Kilpatrick 401(K) Plan | - | 197 | $9,699,888 | $1,571,188 | $7,976iApproximate average salary by contribution assumption: employee only about $199,389 at 4% or $132,926 at 6%; with 50% employer match about $132,926 at 4% or $88,617 at 6%; with 100% employer match about $99,695 at 4% or $66,463 at 6%. |
| Chisholm Chisholm & Kilpatrick Welfare Wrap Plan | - | 280 | - | - | - |
| 2021 | 2 | 244 | $10,235,372 | $1,341,306 | $5,497iApproximate average salary by contribution assumption: employee only about $137,429 at 4% or $91,619 at 6%; with 50% employer match about $91,619 at 4% or $61,080 at 6%; with 100% employer match about $68,714 at 4% or $45,810 at 6%. |
| Chisholm Chisholm & Kilpatrick 401(K) Plan | - | 160 | $10,235,372 | $1,341,306 | $8,383iApproximate average salary by contribution assumption: employee only about $209,579 at 4% or $139,719 at 6%; with 50% employer match about $139,719 at 4% or $93,146 at 6%; with 100% employer match about $104,790 at 4% or $69,860 at 6%. |
| Chisholm Chisholm & Kilpatrick Welfare Wrap Plan | - | 244 | - | - | - |
| 2020 | 2 | 228 | $7,660,471 | $1,052,247 | $4,615iApproximate average salary by contribution assumption: employee only about $115,378 at 4% or $76,919 at 6%; with 50% employer match about $76,919 at 4% or $51,279 at 6%; with 100% employer match about $57,689 at 4% or $38,459 at 6%. |
| Chisholm Chisholm & Kilpatrick 401(K) Plan | - | 149 | $7,660,471 | $1,052,247 | $7,062iApproximate average salary by contribution assumption: employee only about $176,552 at 4% or $117,701 at 6%; with 50% employer match about $117,701 at 4% or $78,467 at 6%; with 100% employer match about $88,276 at 4% or $58,851 at 6%. |
| Chisholm Chisholm & Kilpatrick Welfare Wrap Plan | - | 228 | - | - | - |
| 2019 | 2 | 191 | $5,444,043 | $1,015,148 | $5,315iApproximate average salary by contribution assumption: employee only about $132,873 at 4% or $88,582 at 6%; with 50% employer match about $88,582 at 4% or $59,055 at 6%; with 100% employer match about $66,436 at 4% or $44,291 at 6%. |
| Chisholm Chisholm & Kilpatrick 401(K) Plan | - | 102 | $5,444,043 | $1,015,148 | $9,952iApproximate average salary by contribution assumption: employee only about $248,811 at 4% or $165,874 at 6%; with 50% employer match about $165,874 at 4% or $110,583 at 6%; with 100% employer match about $124,405 at 4% or $82,937 at 6%. |
| Chisholm Chisholm & Kilpatrick Welfare Wrap Plan | - | 191 | - | - | - |
| 2018 | 3 | 131 | $3,848,759 | $651,297 | $4,972iApproximate average salary by contribution assumption: employee only about $124,293 at 4% or $82,862 at 6%; with 50% employer match about $82,862 at 4% or $55,241 at 6%; with 100% employer match about $62,147 at 4% or $41,431 at 6%. |
| Chisholm Chisholm & Kilpatrick 401(K) Plan | - | 87 | $3,848,759 | $651,297 | $7,486iApproximate average salary by contribution assumption: employee only about $187,154 at 4% or $124,770 at 6%; with 50% employer match about $124,770 at 4% or $83,180 at 6%; with 100% employer match about $93,577 at 4% or $62,385 at 6%. |
| CHISHOLM CHISHOLM & KILPATRICK CASH BALANCE PLAN | - | 0 | $0 | $0 | - |
| Chisholm Chisholm & Kilpatrick Welfare Wrap Plan | - | 131 | - | - | - |
| 2017 | 2 | 61 | $4,674,794 | $544,778 | $8,931iApproximate average salary by contribution assumption: employee only about $223,270 at 4% or $148,846 at 6%; with 50% employer match about $148,846 at 4% or $99,231 at 6%; with 100% employer match about $111,635 at 4% or $74,423 at 6%. |
| Chisholm Chisholm & Kilpatrick 401(K) Plan | - | 60 | $3,525,136 | $418,722 | $6,979iApproximate average salary by contribution assumption: employee only about $174,468 at 4% or $116,312 at 6%; with 50% employer match about $116,312 at 4% or $77,541 at 6%; with 100% employer match about $87,234 at 4% or $58,156 at 6%. |
| CHISHOLM CHISHOLM & KILPATRICK CASH BALANCE PLAN | - | 61 | $1,149,658 | $126,056 | $2,066iApproximate average salary by contribution assumption: employee only about $51,662 at 4% or $34,442 at 6%; with 50% employer match about $34,442 at 4% or $22,961 at 6%; with 100% employer match about $25,831 at 4% or $17,221 at 6%. |
| 2016 | 2 | 74 | $3,690,448 | $503,778 | $6,808iApproximate average salary by contribution assumption: employee only about $170,195 at 4% or $113,464 at 6%; with 50% employer match about $113,464 at 4% or $75,642 at 6%; with 100% employer match about $85,098 at 4% or $56,732 at 6%. |
| Chisholm Chisholm & Kilpatrick 401(K) Plan | - | 41 | $2,767,563 | $306,109 | $7,466iApproximate average salary by contribution assumption: employee only about $186,652 at 4% or $124,435 at 6%; with 50% employer match about $124,435 at 4% or $82,956 at 6%; with 100% employer match about $93,326 at 4% or $62,217 at 6%. |
| CHISHOLM CHISHOLM & KILPATRICK CASH BALANCE PLAN | - | 74 | $922,885 | $197,669 | $2,671iApproximate average salary by contribution assumption: employee only about $66,780 at 4% or $44,520 at 6%; with 50% employer match about $44,520 at 4% or $29,680 at 6%; with 100% employer match about $33,390 at 4% or $22,260 at 6%. |
| 2015 | 2 | 59 | $3,001,346 | $411,685 | $6,978iApproximate average salary by contribution assumption: employee only about $174,443 at 4% or $116,295 at 6%; with 50% employer match about $116,295 at 4% or $77,530 at 6%; with 100% employer match about $87,221 at 4% or $58,148 at 6%. |
| Chisholm Chisholm & Kilpatrick 401(K) Plan | - | 31 | $2,338,746 | $276,293 | $8,913iApproximate average salary by contribution assumption: employee only about $222,817 at 4% or $148,545 at 6%; with 50% employer match about $148,545 at 4% or $99,030 at 6%; with 100% employer match about $111,408 at 4% or $74,272 at 6%. |
| CHISHOLM CHISHOLM & KILPATRICK CASH BALANCE PLAN | - | 59 | $662,600 | $135,392 | $2,295iApproximate average salary by contribution assumption: employee only about $57,369 at 4% or $38,246 at 6%; with 50% employer match about $38,246 at 4% or $25,498 at 6%; with 100% employer match about $28,685 at 4% or $19,123 at 6%. |
| 2014 | 2 | 35 | $2,602,550 | $342,132 | $9,775iApproximate average salary by contribution assumption: employee only about $244,380 at 4% or $162,920 at 6%; with 50% employer match about $162,920 at 4% or $108,613 at 6%; with 100% employer match about $122,190 at 4% or $81,460 at 6%. |
| Chisholm Chisholm & Kilpatrick 401(K) Plan | - | 26 | $2,066,753 | $221,336 | $8,513iApproximate average salary by contribution assumption: employee only about $212,823 at 4% or $141,882 at 6%; with 50% employer match about $141,882 at 4% or $94,588 at 6%; with 100% employer match about $106,412 at 4% or $70,941 at 6%. |
| CHISHOLM CHISHOLM & KILPATRICK CASH BALANCE PLAN | - | 35 | $535,797 | $120,796 | $3,451iApproximate average salary by contribution assumption: employee only about $86,283 at 4% or $57,522 at 6%; with 50% employer match about $57,522 at 4% or $38,348 at 6%; with 100% employer match about $43,141 at 4% or $28,761 at 6%. |
| 2013 | 2 | 24 | $2,095,246 | $333,897 | $13,912iApproximate average salary by contribution assumption: employee only about $347,809 at 4% or $231,873 at 6%; with 50% employer match about $231,873 at 4% or $154,582 at 6%; with 100% employer match about $173,905 at 4% or $115,936 at 6%. |
| Chisholm Chisholm & Kilpatrick 401(K) Plan | - | 18 | $1,701,427 | $198,990 | $11,055iApproximate average salary by contribution assumption: employee only about $276,375 at 4% or $184,250 at 6%; with 50% employer match about $184,250 at 4% or $122,833 at 6%; with 100% employer match about $138,188 at 4% or $92,125 at 6%. |
| CHISHOLM CHISHOLM & KILPATRICK CASH BALANCE PLAN | - | 24 | $393,819 | $134,907 | $5,621iApproximate average salary by contribution assumption: employee only about $140,528 at 4% or $93,685 at 6%; with 50% employer match about $93,685 at 4% or $62,457 at 6%; with 100% employer match about $70,264 at 4% or $46,843 at 6%. |
| 2012 | 2 | 26 | $1,457,450 | $296,114 | $11,389iApproximate average salary by contribution assumption: employee only about $284,725 at 4% or $189,817 at 6%; with 50% employer match about $189,817 at 4% or $126,544 at 6%; with 100% employer match about $142,363 at 4% or $94,908 at 6%. |
| Chisholm Chisholm & Kilpatrick 401(K) Plan | - | 16 | $1,220,276 | $177,524 | $11,095iApproximate average salary by contribution assumption: employee only about $277,381 at 4% or $184,921 at 6%; with 50% employer match about $184,921 at 4% or $123,281 at 6%; with 100% employer match about $138,691 at 4% or $92,460 at 6%. |
| CHISHOLM CHISHOLM & KILPATRICK CASH BALANCE PLAN | - | 26 | $237,174 | $118,590 | $4,561iApproximate average salary by contribution assumption: employee only about $114,029 at 4% or $76,019 at 6%; with 50% employer match about $76,019 at 4% or $50,679 at 6%; with 100% employer match about $57,014 at 4% or $38,010 at 6%. |
| 2011 | 2 | 13 | $1,052,642 | $158,617 | $12,201iApproximate average salary by contribution assumption: employee only about $305,033 at 4% or $203,355 at 6%; with 50% employer match about $203,355 at 4% or $135,570 at 6%; with 100% employer match about $152,516 at 4% or $101,678 at 6%. |
| Chisholm Chisholm & Kilpatrick 401(K) Plan | - | 11 | $941,421 | $47,396 | $4,309iApproximate average salary by contribution assumption: employee only about $107,718 at 4% or $71,812 at 6%; with 50% employer match about $71,812 at 4% or $47,875 at 6%; with 100% employer match about $53,859 at 4% or $35,906 at 6%. |
| CHISHOLM CHISHOLM & KILPATRICK CASH BALANCE PLAN | - | 13 | $111,221 | $111,221 | $8,555iApproximate average salary by contribution assumption: employee only about $213,887 at 4% or $142,591 at 6%; with 50% employer match about $142,591 at 4% or $95,061 at 6%; with 100% employer match about $106,943 at 4% or $71,296 at 6%. |