Chudde Wealth Management LLC
Plan context: Chudde Wealth Management LLC 401 K Profit Sharing Plan Trust
EIN 27-4461757 • Miamisburg, OH • 8 filings • 1 plans
Current Snapshot
Latest Year
2018
2018 Participants
2
2018 Assets
$737,363
2018 Contributions
$1,620
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $1,620 | - |
| Chudde Wealth Management LLC 401 K Profit Sharing Plan Trust | - | 0 | $0 | $1,620 | - |
| 2017 | 1 | 2 | $737,363 | $17,160 | $8,580iApproximate average salary by contribution assumption: employee only about $214,500 at 4% or $143,000 at 6%; with 50% employer match about $143,000 at 4% or $95,333 at 6%; with 100% employer match about $107,250 at 4% or $71,500 at 6%. |
| Chudde Wealth Management LLC 401 K Profit Sharing Plan Trust | - | 2 | $737,363 | $17,160 | $8,580iApproximate average salary by contribution assumption: employee only about $214,500 at 4% or $143,000 at 6%; with 50% employer match about $143,000 at 4% or $95,333 at 6%; with 100% employer match about $107,250 at 4% or $71,500 at 6%. |
| 2016 | 1 | 2 | $564,515 | $51,344 | $25,672iApproximate average salary by contribution assumption: employee only about $641,800 at 4% or $427,867 at 6%; with 50% employer match about $427,867 at 4% or $285,244 at 6%; with 100% employer match about $320,900 at 4% or $213,933 at 6%. |
| Chudde Wealth Management LLC 401 K Profit Sharing Plan Trust | - | 2 | $564,515 | $51,344 | $25,672iApproximate average salary by contribution assumption: employee only about $641,800 at 4% or $427,867 at 6%; with 50% employer match about $427,867 at 4% or $285,244 at 6%; with 100% employer match about $320,900 at 4% or $213,933 at 6%. |
| 2015 | 1 | 2 | $472,122 | $47,848 | $23,924iApproximate average salary by contribution assumption: employee only about $598,100 at 4% or $398,733 at 6%; with 50% employer match about $398,733 at 4% or $265,822 at 6%; with 100% employer match about $299,050 at 4% or $199,367 at 6%. |
| Chudde Wealth Management LLC 401 K Profit Sharing Plan Trust | - | 2 | $472,122 | $47,848 | $23,924iApproximate average salary by contribution assumption: employee only about $598,100 at 4% or $398,733 at 6%; with 50% employer match about $398,733 at 4% or $265,822 at 6%; with 100% employer match about $299,050 at 4% or $199,367 at 6%. |
| 2014 | 1 | 2 | $418,245 | $90,710 | $45,355iApproximate average salary by contribution assumption: employee only about $1,133,875 at 4% or $755,917 at 6%; with 50% employer match about $755,917 at 4% or $503,944 at 6%; with 100% employer match about $566,938 at 4% or $377,958 at 6%. |
| Chudde Wealth Management LLC 401 K Profit Sharing Plan Trust | - | 2 | $418,245 | $90,710 | $45,355iApproximate average salary by contribution assumption: employee only about $1,133,875 at 4% or $755,917 at 6%; with 50% employer match about $755,917 at 4% or $503,944 at 6%; with 100% employer match about $566,938 at 4% or $377,958 at 6%. |
| 2013 | 1 | 2 | $311,273 | $42,702 | $21,351iApproximate average salary by contribution assumption: employee only about $533,775 at 4% or $355,850 at 6%; with 50% employer match about $355,850 at 4% or $237,233 at 6%; with 100% employer match about $266,888 at 4% or $177,925 at 6%. |
| Chudde Wealth Management LLC 401 K Profit Sharing Plan Trust | - | 2 | $311,273 | $42,702 | $21,351iApproximate average salary by contribution assumption: employee only about $533,775 at 4% or $355,850 at 6%; with 50% employer match about $355,850 at 4% or $237,233 at 6%; with 100% employer match about $266,888 at 4% or $177,925 at 6%. |
| 2012 | 1 | 2 | $198,268 | $41,455 | $20,728iApproximate average salary by contribution assumption: employee only about $518,188 at 4% or $345,458 at 6%; with 50% employer match about $345,458 at 4% or $230,306 at 6%; with 100% employer match about $259,094 at 4% or $172,729 at 6%. |
| Chudde Wealth Management LLC 401 K Profit Sharing Plan Trust | - | 2 | $198,268 | $41,455 | $20,728iApproximate average salary by contribution assumption: employee only about $518,188 at 4% or $345,458 at 6%; with 50% employer match about $345,458 at 4% or $230,306 at 6%; with 100% employer match about $259,094 at 4% or $172,729 at 6%. |
| 2011 | 1 | 3 | $240,202 | $258,782 | $86,261iApproximate average salary by contribution assumption: employee only about $2,156,517 at 4% or $1,437,678 at 6%; with 50% employer match about $1,437,678 at 4% or $958,452 at 6%; with 100% employer match about $1,078,258 at 4% or $718,839 at 6%. |
| Chudde Wealth Management LLC 401 K Profit Sharing Plan Trust | - | 3 | $240,202 | $258,782 | $86,261iApproximate average salary by contribution assumption: employee only about $2,156,517 at 4% or $1,437,678 at 6%; with 50% employer match about $1,437,678 at 4% or $958,452 at 6%; with 100% employer match about $1,078,258 at 4% or $718,839 at 6%. |