Civic Intelligence

Charles H. Atwell, Jr.

Plan context: Charles H. Atwell, Jr. Self Employed Retirement Plan and Trust

EIN 36-2282049 • Aurora, IL • 38 filings • 7 plans

70 S Constitution Dr Ste 100Aurora, IL 60506-7342
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$1,597,611

2023 Contributions

$14,603

Historical Graphs

Total Assets Over Time

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

$1,941,356$970,678$0199920112022YearValue
$1,597,611Latest year 2022

Participants Over Time

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

210199920112023YearValue
2Latest year 2023

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
202322$0$0-
Charles H. Atwell, Jr. Self Employed Retirement Plan and Trust-2$0$0-
Charles H. Atwell, Jr. Self Employed Retirement Plan and Trust-0$0$0-
202212$1,597,611$0-
Charles H. Atwell, Jr. Self Employed Retirement Plan and Trust-2$1,597,611--
202112$1,941,356$0-
Charles H. Atwell, Jr. Self Employed Retirement Plan and Trust-2$1,941,356--
202012$1,763,983$0-
Charles H. Atwell, Jr. Self Employed Retirement Plan and Trust-2$1,763,983--
201912$1,584,610$0-
Charles H. Atwell, Jr. Self Employed Retirement Plan and Trust-2$1,584,610--
201812$1,414,505$0-
Charles H. Atwell, Jr. Self Employed Retirement Plan and Trust-2$1,414,505--
201712$1,561,804$0-
Charles H. Atwell, Jr. Self Employed Retirement Plan and Trust-2$1,561,804--
201612$1,406,813$0-
Charles H. Atwell, Jr. Self Employed Retirement Plan and Trust-2$1,406,813--
201512$1,333,316$0-
Charles H. Atwell, Jr. Self Employed Retirement Plan and Trust-2$1,333,316--
201412$1,339,230$0-
Charles H. Atwell, Jr. Self Employed Retirement Plan and Trust-2$1,339,230--
201312$1,294,054$0-
Charles H. Atwell, Jr. Self Employed Retirement Plan and Trust-2$1,294,054--
201212$1,051,947$0-
Charles H. Atwell, Jr. Self Employed Retirement Plan and Trust-2$1,051,947--
201112$995,647$0-
Charles H. Atwell, Jr. Self Employed Retirement Plan and Trust-2$995,647--
201022$1,019,234$0-
Charles H. Atwell, Jr. Self Employed Retirement Plan and Trust-2$1,019,234--
Charles H. Atwell, Jr. Money Purchase Plan and Trust-0$0$0-
200922$1,148,366$0-
Charles H. Atwell, Jr. Self Employed Retirement Plan and Trust-2$953,382--
Charles H. Atwell, Jr. Money Purchase Plan and Trust-2$194,984$0-
200822$181,388$0-
Charles H. Atwell, Jr. Money Purchase Plan and Trust-2$181,388--
Charles H. Atwell, Jr. Self Employed Retirement Plan and Trust-2---
200722$1,906,949$14,603$7,302iApproximate average salary by contribution assumption: employee only about $182,538 at 4% or $121,692 at 6%; with 50% employer match about $121,692 at 4% or $81,128 at 6%; with 100% employer match about $91,269 at 4% or $60,846 at 6%.
Charles H. Atwell, Jr. Self Employed Retirement Plan and Trust-2$1,651,081$8,762$4,381iApproximate average salary by contribution assumption: employee only about $109,525 at 4% or $73,017 at 6%; with 50% employer match about $73,017 at 4% or $48,678 at 6%; with 100% employer match about $54,763 at 4% or $36,508 at 6%.
Charles H. Atwell, Jr. Money Purchase Plan and Trust-2$255,868$5,841$2,921iApproximate average salary by contribution assumption: employee only about $73,013 at 4% or $48,675 at 6%; with 50% employer match about $48,675 at 4% or $32,450 at 6%; with 100% employer match about $36,506 at 4% or $24,338 at 6%.
200622$1,897,765$18,190$9,095iApproximate average salary by contribution assumption: employee only about $227,375 at 4% or $151,583 at 6%; with 50% employer match about $151,583 at 4% or $101,056 at 6%; with 100% employer match about $113,688 at 4% or $75,792 at 6%.
Charles H. Atwell, Jr. Self Employed Retirement Plan and Trust-2$1,654,183$10,914$5,457iApproximate average salary by contribution assumption: employee only about $136,425 at 4% or $90,950 at 6%; with 50% employer match about $90,950 at 4% or $60,633 at 6%; with 100% employer match about $68,213 at 4% or $45,475 at 6%.
Charles H. Atwell, Jr. Money Purchase Plan and Trust-2$243,582$7,276$3,638iApproximate average salary by contribution assumption: employee only about $90,950 at 4% or $60,633 at 6%; with 50% employer match about $60,633 at 4% or $40,422 at 6%; with 100% employer match about $45,475 at 4% or $30,317 at 6%.
200522$1,842,941$21,502$10,751iApproximate average salary by contribution assumption: employee only about $268,775 at 4% or $179,183 at 6%; with 50% employer match about $179,183 at 4% or $119,456 at 6%; with 100% employer match about $134,388 at 4% or $89,592 at 6%.
Charles H. Atwell, Jr. Self Employed Retirement Plan and Trust-2$1,619,918$12,901$6,451iApproximate average salary by contribution assumption: employee only about $161,263 at 4% or $107,508 at 6%; with 50% employer match about $107,508 at 4% or $71,672 at 6%; with 100% employer match about $80,631 at 4% or $53,754 at 6%.
Charles H. Atwell, Jr. Money Purchase Plan and Trust-2$223,023$8,601$4,301iApproximate average salary by contribution assumption: employee only about $107,513 at 4% or $71,675 at 6%; with 50% employer match about $71,675 at 4% or $47,783 at 6%; with 100% employer match about $53,756 at 4% or $35,838 at 6%.
200422$1,823,381$26,417$13,209iApproximate average salary by contribution assumption: employee only about $330,213 at 4% or $220,142 at 6%; with 50% employer match about $220,142 at 4% or $146,761 at 6%; with 100% employer match about $165,106 at 4% or $110,071 at 6%.
Charles H. Atwell, Jr. Self Employed Retirement Plan and Trust-2$1,614,348$15,653$7,827iApproximate average salary by contribution assumption: employee only about $195,663 at 4% or $130,442 at 6%; with 50% employer match about $130,442 at 4% or $86,961 at 6%; with 100% employer match about $97,831 at 4% or $65,221 at 6%.
Charles H. Atwell, Jr. Money Purchase Plan and Trust-2$209,033$10,764$5,382iApproximate average salary by contribution assumption: employee only about $134,550 at 4% or $89,700 at 6%; with 50% employer match about $89,700 at 4% or $59,800 at 6%; with 100% employer match about $67,275 at 4% or $44,850 at 6%.
200322$1,495,821$25,417$12,709iApproximate average salary by contribution assumption: employee only about $317,713 at 4% or $211,808 at 6%; with 50% employer match about $211,808 at 4% or $141,206 at 6%; with 100% employer match about $158,856 at 4% or $105,904 at 6%.
Charles H. Atwell, Jr. Self Employed Retirement Plan and Trust-2$1,321,190$15,059$7,530iApproximate average salary by contribution assumption: employee only about $188,238 at 4% or $125,492 at 6%; with 50% employer match about $125,492 at 4% or $83,661 at 6%; with 100% employer match about $94,119 at 4% or $62,746 at 6%.
Charles H. Atwell, Jr. Money Purchase Plan and Trust-2$174,631$10,358$5,179iApproximate average salary by contribution assumption: employee only about $129,475 at 4% or $86,317 at 6%; with 50% employer match about $86,317 at 4% or $57,544 at 6%; with 100% employer match about $64,738 at 4% or $43,158 at 6%.
200222$1,176,765$27,816$13,908iApproximate average salary by contribution assumption: employee only about $347,700 at 4% or $231,800 at 6%; with 50% employer match about $231,800 at 4% or $154,533 at 6%; with 100% employer match about $173,850 at 4% or $115,900 at 6%.
Charles H. Atwell, Jr. Self Employed Retirement Plan and Trust-2$1,042,412$16,689$8,345iApproximate average salary by contribution assumption: employee only about $208,613 at 4% or $139,075 at 6%; with 50% employer match about $139,075 at 4% or $92,717 at 6%; with 100% employer match about $104,306 at 4% or $69,538 at 6%.
Charles H. Atwell, Jr. Money Purchase Plan and Trust-2$134,353$11,127$5,564iApproximate average salary by contribution assumption: employee only about $139,088 at 4% or $92,725 at 6%; with 50% employer match about $92,725 at 4% or $61,817 at 6%; with 100% employer match about $69,544 at 4% or $46,363 at 6%.
200122$0$0-
Charles H. Atwell, Jr. Money Purchase Plan and Trust-2---
Charles H. Atwell, Jr. Self Employed Retirement Plan and Trust-2---
200022$867,060$25,097$12,549iApproximate average salary by contribution assumption: employee only about $313,713 at 4% or $209,142 at 6%; with 50% employer match about $209,142 at 4% or $139,428 at 6%; with 100% employer match about $156,856 at 4% or $104,571 at 6%.
Charles H. Atwell, Jr. Self Employed Retirement Plan and Trust-2$742,537$14,859$7,430iApproximate average salary by contribution assumption: employee only about $185,738 at 4% or $123,825 at 6%; with 50% employer match about $123,825 at 4% or $82,550 at 6%; with 100% employer match about $92,869 at 4% or $61,913 at 6%.
Charles H. Atwell, Jr. Money Purchase Plan and Trust-2$124,523$10,238$5,119iApproximate average salary by contribution assumption: employee only about $127,975 at 4% or $85,317 at 6%; with 50% employer match about $85,317 at 4% or $56,878 at 6%; with 100% employer match about $63,988 at 4% or $42,658 at 6%.
199922$871,371$18,521$9,261iApproximate average salary by contribution assumption: employee only about $231,513 at 4% or $154,342 at 6%; with 50% employer match about $154,342 at 4% or $102,894 at 6%; with 100% employer match about $115,756 at 4% or $77,171 at 6%.
Charles H. Atwell, Jr. Self Employed Retirement Plan and Trust-2$742,380$10,982$5,491iApproximate average salary by contribution assumption: employee only about $137,275 at 4% or $91,517 at 6%; with 50% employer match about $91,517 at 4% or $61,011 at 6%; with 100% employer match about $68,638 at 4% or $45,758 at 6%.
Charles H. Atwell, Jr. Money Purchase Plan and Trust-2$128,991$7,539$3,770iApproximate average salary by contribution assumption: employee only about $94,238 at 4% or $62,825 at 6%; with 50% employer match about $62,825 at 4% or $41,883 at 6%; with 100% employer match about $47,119 at 4% or $31,413 at 6%.