Gerardo Chavez
Plan context: Gerardo Chavez Insurance Agency Inc. 401(K) Plan
EIN 35-2266926 • Oak Forest, IL • 18 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$174,292
2024 Contributions
$1,531
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 | 1 | 1 | $174,292 | $0 | - |
| Gerardo Chavez Insurance Agency Inc. 401(K) Plan | - | 1 | $174,292 | $0 | - |
| 2023 | 1 | 1 | $165,299 | $1,531 | $1,531iApproximate average salary by contribution assumption: employee only about $38,275 at 4% or $25,517 at 6%; with 50% employer match about $25,517 at 4% or $17,011 at 6%; with 100% employer match about $19,138 at 4% or $12,758 at 6%. |
| Gerardo Chavez Insurance Agency Inc. 401(K) Plan | - | 1 | $165,299 | $1,531 | $1,531iApproximate average salary by contribution assumption: employee only about $38,275 at 4% or $25,517 at 6%; with 50% employer match about $25,517 at 4% or $17,011 at 6%; with 100% employer match about $19,138 at 4% or $12,758 at 6%. |
| 2022 | 2 | 1 | $306,470 | $3,500 | $3,500iApproximate average salary by contribution assumption: employee only about $87,500 at 4% or $58,333 at 6%; with 50% employer match about $58,333 at 4% or $38,889 at 6%; with 100% employer match about $43,750 at 4% or $29,167 at 6%. |
| Gerardo Chavez Insurance Agency Inc. 401(K) Plan | - | 1 | $153,235 | $1,750 | $1,750iApproximate average salary by contribution assumption: employee only about $43,750 at 4% or $29,167 at 6%; with 50% employer match about $29,167 at 4% or $19,444 at 6%; with 100% employer match about $21,875 at 4% or $14,583 at 6%. |
| Gerardo Chavez Insurance Agency Inc. 401(K) Plan | - | 1 | $153,235 | $1,750 | $1,750iApproximate average salary by contribution assumption: employee only about $43,750 at 4% or $29,167 at 6%; with 50% employer match about $29,167 at 4% or $19,444 at 6%; with 100% employer match about $21,875 at 4% or $14,583 at 6%. |
| 2021 | 1 | 1 | $166,070 | $7,038 | $7,038iApproximate average salary by contribution assumption: employee only about $175,950 at 4% or $117,300 at 6%; with 50% employer match about $117,300 at 4% or $78,200 at 6%; with 100% employer match about $87,975 at 4% or $58,650 at 6%. |
| Gerardo Chavez Insurance Agency Inc. 401(K) Plan | - | 1 | $166,070 | $7,038 | $7,038iApproximate average salary by contribution assumption: employee only about $175,950 at 4% or $117,300 at 6%; with 50% employer match about $117,300 at 4% or $78,200 at 6%; with 100% employer match about $87,975 at 4% or $58,650 at 6%. |
| 2020 | 1 | 1 | $151,933 | $7,723 | $7,723iApproximate average salary by contribution assumption: employee only about $193,075 at 4% or $128,717 at 6%; with 50% employer match about $128,717 at 4% or $85,811 at 6%; with 100% employer match about $96,538 at 4% or $64,358 at 6%. |
| Gerardo Chavez Insurance Agency Inc. 401(K) Plan | - | 1 | $151,933 | $7,723 | $7,723iApproximate average salary by contribution assumption: employee only about $193,075 at 4% or $128,717 at 6%; with 50% employer match about $128,717 at 4% or $85,811 at 6%; with 100% employer match about $96,538 at 4% or $64,358 at 6%. |
| 2019 | 1 | 1 | $135,677 | $7,448 | $7,448iApproximate average salary by contribution assumption: employee only about $186,200 at 4% or $124,133 at 6%; with 50% employer match about $124,133 at 4% or $82,756 at 6%; with 100% employer match about $93,100 at 4% or $62,067 at 6%. |
| Gerardo Chavez Insurance Agency Inc. 401(K) Plan | - | 1 | $135,677 | $7,448 | $7,448iApproximate average salary by contribution assumption: employee only about $186,200 at 4% or $124,133 at 6%; with 50% employer match about $124,133 at 4% or $82,756 at 6%; with 100% employer match about $93,100 at 4% or $62,067 at 6%. |
| 2018 | 1 | 1 | $118,783 | $9,096 | $9,096iApproximate average salary by contribution assumption: employee only about $227,400 at 4% or $151,600 at 6%; with 50% employer match about $151,600 at 4% or $101,067 at 6%; with 100% employer match about $113,700 at 4% or $75,800 at 6%. |
| Gerardo Chavez Insurance Agency Inc. 401(K) Plan | - | 1 | $118,783 | $9,096 | $9,096iApproximate average salary by contribution assumption: employee only about $227,400 at 4% or $151,600 at 6%; with 50% employer match about $151,600 at 4% or $101,067 at 6%; with 100% employer match about $113,700 at 4% or $75,800 at 6%. |
| 2017 | 1 | 1 | $110,535 | $8,597 | $8,597iApproximate average salary by contribution assumption: employee only about $214,925 at 4% or $143,283 at 6%; with 50% employer match about $143,283 at 4% or $95,522 at 6%; with 100% employer match about $107,463 at 4% or $71,642 at 6%. |
| Gerardo Chavez Insurance Agency Inc. 401(K) Plan | - | 1 | $110,535 | $8,597 | $8,597iApproximate average salary by contribution assumption: employee only about $214,925 at 4% or $143,283 at 6%; with 50% employer match about $143,283 at 4% or $95,522 at 6%; with 100% employer match about $107,463 at 4% or $71,642 at 6%. |
| 2016 | 1 | 1 | $96,764 | $10,875 | $10,875iApproximate average salary by contribution assumption: employee only about $271,875 at 4% or $181,250 at 6%; with 50% employer match about $181,250 at 4% or $120,833 at 6%; with 100% employer match about $135,938 at 4% or $90,625 at 6%. |
| Gerardo Chavez Insurance Agency Inc. 401(K) Plan | - | 1 | $96,764 | $10,875 | $10,875iApproximate average salary by contribution assumption: employee only about $271,875 at 4% or $181,250 at 6%; with 50% employer match about $181,250 at 4% or $120,833 at 6%; with 100% employer match about $135,938 at 4% or $90,625 at 6%. |
| 2015 | 1 | 1 | $83,375 | $11,936 | $11,936iApproximate average salary by contribution assumption: employee only about $298,400 at 4% or $198,933 at 6%; with 50% employer match about $198,933 at 4% or $132,622 at 6%; with 100% employer match about $149,200 at 4% or $99,467 at 6%. |
| Gerardo Chavez Insurance Agency Inc. 401(K) Plan | - | 1 | $83,375 | $11,936 | $11,936iApproximate average salary by contribution assumption: employee only about $298,400 at 4% or $198,933 at 6%; with 50% employer match about $198,933 at 4% or $132,622 at 6%; with 100% employer match about $149,200 at 4% or $99,467 at 6%. |
| 2014 | 1 | 2 | $70,356 | $9,250 | $4,625iApproximate average salary by contribution assumption: employee only about $115,625 at 4% or $77,083 at 6%; with 50% employer match about $77,083 at 4% or $51,389 at 6%; with 100% employer match about $57,813 at 4% or $38,542 at 6%. |
| Gerardo Chavez Insurance Agency Inc. 401(K) Plan | - | 2 | $70,356 | $9,250 | $4,625iApproximate average salary by contribution assumption: employee only about $115,625 at 4% or $77,083 at 6%; with 50% employer match about $77,083 at 4% or $51,389 at 6%; with 100% employer match about $57,813 at 4% or $38,542 at 6%. |
| 2013 | 1 | 1 | $65,740 | $4,005 | $4,005iApproximate average salary by contribution assumption: employee only about $100,125 at 4% or $66,750 at 6%; with 50% employer match about $66,750 at 4% or $44,500 at 6%; with 100% employer match about $50,063 at 4% or $33,375 at 6%. |
| Gerardo Chavez Insurance Agency Inc. 401(K) Plan | - | 1 | $65,740 | $4,005 | $4,005iApproximate average salary by contribution assumption: employee only about $100,125 at 4% or $66,750 at 6%; with 50% employer match about $66,750 at 4% or $44,500 at 6%; with 100% employer match about $50,063 at 4% or $33,375 at 6%. |
| 2012 | 1 | 1 | $59,545 | $4,158 | $4,158iApproximate average salary by contribution assumption: employee only about $103,950 at 4% or $69,300 at 6%; with 50% employer match about $69,300 at 4% or $46,200 at 6%; with 100% employer match about $51,975 at 4% or $34,650 at 6%. |
| Gerardo Chavez Insurance Agency Inc. 401(K) Plan | - | 1 | $59,545 | $4,158 | $4,158iApproximate average salary by contribution assumption: employee only about $103,950 at 4% or $69,300 at 6%; with 50% employer match about $69,300 at 4% or $46,200 at 6%; with 100% employer match about $51,975 at 4% or $34,650 at 6%. |
| 2011 | 1 | 2 | $50,874 | $5,415 | $2,708iApproximate average salary by contribution assumption: employee only about $67,688 at 4% or $45,125 at 6%; with 50% employer match about $45,125 at 4% or $30,083 at 6%; with 100% employer match about $33,844 at 4% or $22,563 at 6%. |
| Gerardo Chavez Insurance Agency Inc. 401(K) Plan | - | 2 | $50,874 | $5,415 | $2,708iApproximate average salary by contribution assumption: employee only about $67,688 at 4% or $45,125 at 6%; with 50% employer match about $45,125 at 4% or $30,083 at 6%; with 100% employer match about $33,844 at 4% or $22,563 at 6%. |
| 2010 | 1 | 2 | $45,400 | $3,587 | $1,794iApproximate average salary by contribution assumption: employee only about $44,838 at 4% or $29,892 at 6%; with 50% employer match about $29,892 at 4% or $19,928 at 6%; with 100% employer match about $22,419 at 4% or $14,946 at 6%. |
| Gerardo Chavez Insurance Agency Inc. 401(K) Plan | - | 2 | $45,400 | $3,587 | $1,794iApproximate average salary by contribution assumption: employee only about $44,838 at 4% or $29,892 at 6%; with 50% employer match about $29,892 at 4% or $19,928 at 6%; with 100% employer match about $22,419 at 4% or $14,946 at 6%. |
| 2009 | 1 | 2 | $37,653 | $1,286 | $643iApproximate average salary by contribution assumption: employee only about $16,075 at 4% or $10,717 at 6%; with 50% employer match about $10,717 at 4% or $7,144 at 6%; with 100% employer match about $8,038 at 4% or $5,358 at 6%. |
| Gerardo Chavez Insurance Agency Inc. 401(K) Plan | - | 2 | $37,653 | $1,286 | $643iApproximate average salary by contribution assumption: employee only about $16,075 at 4% or $10,717 at 6%; with 50% employer match about $10,717 at 4% or $7,144 at 6%; with 100% employer match about $8,038 at 4% or $5,358 at 6%. |
| 2008 | 1 | 2 | $30,634 | $34,033 | $17,017iApproximate average salary by contribution assumption: employee only about $425,413 at 4% or $283,608 at 6%; with 50% employer match about $283,608 at 4% or $189,072 at 6%; with 100% employer match about $212,706 at 4% or $141,804 at 6%. |
| Gerardo Chavez Insurance Agency Inc. 401(K) Plan | - | 2 | $30,634 | $34,033 | $17,017iApproximate average salary by contribution assumption: employee only about $425,413 at 4% or $283,608 at 6%; with 50% employer match about $283,608 at 4% or $189,072 at 6%; with 100% employer match about $212,706 at 4% or $141,804 at 6%. |