Civic Intelligence

Chartwell Group LLC

Plan context: Chartwell Retirement Savings Plan

EIN 31-1500113 • Cleveland, OH • 17 filings • 3 plans

1301 East 9th StreetSuite 2210Cleveland, OH 44114
Current Snapshot

Latest Year

2015

2015 Participants

8

2015 Assets

$2,245

2015 Contributions

$95,826

Historical Graphs

Total Assets Over Time

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

$1,350,696$675,348$0199920072015YearValue
$2,245Latest year 2015

Participants Over Time

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

37190199920062014YearValue
8Latest year 2014

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
201520$2,245$0-
Chartwell Retirement Savings Plan-0$2,245$0-
Chartwell Retirement Savings Plan-0$0--
201418$10,416$0-
Chartwell Retirement Savings Plan-8$10,416--
2013125$1,350,696$95,826$3,833iApproximate average salary by contribution assumption: employee only about $95,826 at 4% or $63,884 at 6%; with 50% employer match about $63,884 at 4% or $42,589 at 6%; with 100% employer match about $47,913 at 4% or $31,942 at 6%.
Chartwell Retirement Savings Plan-25$1,350,696$95,826$3,833iApproximate average salary by contribution assumption: employee only about $95,826 at 4% or $63,884 at 6%; with 50% employer match about $63,884 at 4% or $42,589 at 6%; with 100% employer match about $47,913 at 4% or $31,942 at 6%.
2012119$1,076,595$104,875$5,520iApproximate average salary by contribution assumption: employee only about $137,993 at 4% or $91,996 at 6%; with 50% employer match about $91,996 at 4% or $61,330 at 6%; with 100% employer match about $68,997 at 4% or $45,998 at 6%.
Chartwell Retirement Savings Plan-19$1,076,595$104,875$5,520iApproximate average salary by contribution assumption: employee only about $137,993 at 4% or $91,996 at 6%; with 50% employer match about $91,996 at 4% or $61,330 at 6%; with 100% employer match about $68,997 at 4% or $45,998 at 6%.
2011122$836,714$112,729$5,124iApproximate average salary by contribution assumption: employee only about $128,101 at 4% or $85,401 at 6%; with 50% employer match about $85,401 at 4% or $56,934 at 6%; with 100% employer match about $64,051 at 4% or $42,700 at 6%.
Chartwell Retirement Savings Plan-22$836,714$112,729$5,124iApproximate average salary by contribution assumption: employee only about $128,101 at 4% or $85,401 at 6%; with 50% employer match about $85,401 at 4% or $56,934 at 6%; with 100% employer match about $64,051 at 4% or $42,700 at 6%.
2009126$624,985$84,330$3,243iApproximate average salary by contribution assumption: employee only about $81,087 at 4% or $54,058 at 6%; with 50% employer match about $54,058 at 4% or $36,038 at 6%; with 100% employer match about $40,543 at 4% or $27,029 at 6%.
Chartwell Retirement Savings Plan-26$624,985$84,330$3,243iApproximate average salary by contribution assumption: employee only about $81,087 at 4% or $54,058 at 6%; with 50% employer match about $54,058 at 4% or $36,038 at 6%; with 100% employer match about $40,543 at 4% or $27,029 at 6%.
2008127$421,240$92,245$3,416iApproximate average salary by contribution assumption: employee only about $85,412 at 4% or $56,941 at 6%; with 50% employer match about $56,941 at 4% or $37,961 at 6%; with 100% employer match about $42,706 at 4% or $28,471 at 6%.
Chartwell Retirement Savings Plan-27$421,240$92,245$3,416iApproximate average salary by contribution assumption: employee only about $85,412 at 4% or $56,941 at 6%; with 50% employer match about $56,941 at 4% or $37,961 at 6%; with 100% employer match about $42,706 at 4% or $28,471 at 6%.
2007124$631,771$91,317$3,805iApproximate average salary by contribution assumption: employee only about $95,122 at 4% or $63,415 at 6%; with 50% employer match about $63,415 at 4% or $42,276 at 6%; with 100% employer match about $47,561 at 4% or $31,707 at 6%.
Chartwell Retirement Savings Plan-24$631,771$91,317$3,805iApproximate average salary by contribution assumption: employee only about $95,122 at 4% or $63,415 at 6%; with 50% employer match about $63,415 at 4% or $42,276 at 6%; with 100% employer match about $47,561 at 4% or $31,707 at 6%.
2006125$609,055$109,011$4,360iApproximate average salary by contribution assumption: employee only about $109,011 at 4% or $72,674 at 6%; with 50% employer match about $72,674 at 4% or $48,449 at 6%; with 100% employer match about $54,505 at 4% or $36,337 at 6%.
Chartwell Retirement Savings Plan-25$609,055$109,011$4,360iApproximate average salary by contribution assumption: employee only about $109,011 at 4% or $72,674 at 6%; with 50% employer match about $72,674 at 4% or $48,449 at 6%; with 100% employer match about $54,505 at 4% or $36,337 at 6%.
2005121$486,781$94,994$4,524iApproximate average salary by contribution assumption: employee only about $113,088 at 4% or $75,392 at 6%; with 50% employer match about $75,392 at 4% or $50,261 at 6%; with 100% employer match about $56,544 at 4% or $37,696 at 6%.
Chartwell Retirement Savings Plan-21$486,781$94,994$4,524iApproximate average salary by contribution assumption: employee only about $113,088 at 4% or $75,392 at 6%; with 50% employer match about $75,392 at 4% or $50,261 at 6%; with 100% employer match about $56,544 at 4% or $37,696 at 6%.
2004131$407,998$85,724$2,765iApproximate average salary by contribution assumption: employee only about $69,132 at 4% or $46,088 at 6%; with 50% employer match about $46,088 at 4% or $30,725 at 6%; with 100% employer match about $34,566 at 4% or $23,044 at 6%.
Chartwell Retirement Savings Plan-31$407,998$85,724$2,765iApproximate average salary by contribution assumption: employee only about $69,132 at 4% or $46,088 at 6%; with 50% employer match about $46,088 at 4% or $30,725 at 6%; with 100% employer match about $34,566 at 4% or $23,044 at 6%.
2003137$311,900$51,199$1,384iApproximate average salary by contribution assumption: employee only about $34,594 at 4% or $23,063 at 6%; with 50% employer match about $23,063 at 4% or $15,375 at 6%; with 100% employer match about $17,297 at 4% or $11,531 at 6%.
Chartwell Retirement Savings Plan-37$311,900$51,199$1,384iApproximate average salary by contribution assumption: employee only about $34,594 at 4% or $23,063 at 6%; with 50% employer match about $23,063 at 4% or $15,375 at 6%; with 100% employer match about $17,297 at 4% or $11,531 at 6%.
2002131$208,686$53,646$1,731iApproximate average salary by contribution assumption: employee only about $43,263 at 4% or $28,842 at 6%; with 50% employer match about $28,842 at 4% or $19,228 at 6%; with 100% employer match about $21,631 at 4% or $14,421 at 6%.
Chartwell Retirement Savings Plan-31$208,686$53,646$1,731iApproximate average salary by contribution assumption: employee only about $43,263 at 4% or $28,842 at 6%; with 50% employer match about $28,842 at 4% or $19,228 at 6%; with 100% employer match about $21,631 at 4% or $14,421 at 6%.
2001125$0$0-
Chartwell Retirement Savings Plan-25---
2000125$200,229$77,735$3,109iApproximate average salary by contribution assumption: employee only about $77,735 at 4% or $51,823 at 6%; with 50% employer match about $51,823 at 4% or $34,549 at 6%; with 100% employer match about $38,868 at 4% or $25,912 at 6%.
Chartwell Retirement Savings Plan-25$200,229$77,735$3,109iApproximate average salary by contribution assumption: employee only about $77,735 at 4% or $51,823 at 6%; with 50% employer match about $51,823 at 4% or $34,549 at 6%; with 100% employer match about $38,868 at 4% or $25,912 at 6%.
1999117$158,239$60,071$3,534iApproximate average salary by contribution assumption: employee only about $88,340 at 4% or $58,893 at 6%; with 50% employer match about $58,893 at 4% or $39,262 at 6%; with 100% employer match about $44,170 at 4% or $29,447 at 6%.
Chartwell Retirement Savings Plan-17$158,239$60,071$3,534iApproximate average salary by contribution assumption: employee only about $88,340 at 4% or $58,893 at 6%; with 50% employer match about $58,893 at 4% or $39,262 at 6%; with 100% employer match about $44,170 at 4% or $29,447 at 6%.