Chartered Benefit Services Inc.
Plan context: Chartered Benefit Services Inc. 401K Retirement Savings Plan
EIN 36-3147665 • 8 filings • 4 plans
Current Snapshot
Latest Year
2007
2007 Participants
71
2007 Assets
$2,621,864
2007 Contributions
$41,207
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 |
|---|---|---|---|---|---|
| 2007 | 1 | 0 | $0 | $41,207 | - |
| Chartered Benefit Services Inc. 401K Retirement Savings Plan | - | 0 | - | $41,207 | - |
| 2005 | 1 | 71 | $2,621,864 | $396,161 | $5,580iApproximate average salary by contribution assumption: employee only about $139,493 at 4% or $92,996 at 6%; with 50% employer match about $92,996 at 4% or $61,997 at 6%; with 100% employer match about $69,747 at 4% or $46,498 at 6%. |
| Chartered Benefit Services Inc. 401K Retirement Savings Plan | - | 71 | $2,621,864 | $396,161 | $5,580iApproximate average salary by contribution assumption: employee only about $139,493 at 4% or $92,996 at 6%; with 50% employer match about $92,996 at 4% or $61,997 at 6%; with 100% employer match about $69,747 at 4% or $46,498 at 6%. |
| 2004 | 1 | 72 | $2,525,637 | $320,647 | $4,453iApproximate average salary by contribution assumption: employee only about $111,336 at 4% or $74,224 at 6%; with 50% employer match about $74,224 at 4% or $49,483 at 6%; with 100% employer match about $55,668 at 4% or $37,112 at 6%. |
| Chartered Benefit Services Inc. 401K Retirement Savings Plan | - | 72 | $2,525,637 | $320,647 | $4,453iApproximate average salary by contribution assumption: employee only about $111,336 at 4% or $74,224 at 6%; with 50% employer match about $74,224 at 4% or $49,483 at 6%; with 100% employer match about $55,668 at 4% or $37,112 at 6%. |
| 2003 | 1 | 62 | $2,195,934 | $324,393 | $5,232iApproximate average salary by contribution assumption: employee only about $130,804 at 4% or $87,202 at 6%; with 50% employer match about $87,202 at 4% or $58,135 at 6%; with 100% employer match about $65,402 at 4% or $43,601 at 6%. |
| Chartered Benefit Services Inc. 401K Retirement Savings Plan | - | 62 | $2,195,934 | $324,393 | $5,232iApproximate average salary by contribution assumption: employee only about $130,804 at 4% or $87,202 at 6%; with 50% employer match about $87,202 at 4% or $58,135 at 6%; with 100% employer match about $65,402 at 4% or $43,601 at 6%. |
| 2002 | 1 | 72 | $1,539,516 | $482,012 | $6,695iApproximate average salary by contribution assumption: employee only about $167,365 at 4% or $111,577 at 6%; with 50% employer match about $111,577 at 4% or $74,385 at 6%; with 100% employer match about $83,683 at 4% or $55,788 at 6%. |
| Chartered Benefit Services Inc. 401K Retirement Savings Plan | - | 72 | $1,539,516 | $482,012 | $6,695iApproximate average salary by contribution assumption: employee only about $167,365 at 4% or $111,577 at 6%; with 50% employer match about $111,577 at 4% or $74,385 at 6%; with 100% employer match about $83,683 at 4% or $55,788 at 6%. |
| 2001 | 1 | 70 | $1,450,392 | $319,493 | $4,564iApproximate average salary by contribution assumption: employee only about $114,105 at 4% or $76,070 at 6%; with 50% employer match about $76,070 at 4% or $50,713 at 6%; with 100% employer match about $57,052 at 4% or $38,035 at 6%. |
| Chartered Benefit Services Inc. 401K Retirement Savings Plan | - | 70 | $1,450,392 | $319,493 | $4,564iApproximate average salary by contribution assumption: employee only about $114,105 at 4% or $76,070 at 6%; with 50% employer match about $76,070 at 4% or $50,713 at 6%; with 100% employer match about $57,052 at 4% or $38,035 at 6%. |
| 2000 | 1 | 72 | $1,448,304 | $258,434 | $3,589iApproximate average salary by contribution assumption: employee only about $89,734 at 4% or $59,823 at 6%; with 50% employer match about $59,823 at 4% or $39,882 at 6%; with 100% employer match about $44,867 at 4% or $29,911 at 6%. |
| Chartered Benefit Services Inc. 401K Retirement Savings Plan | - | 72 | $1,448,304 | $258,434 | $3,589iApproximate average salary by contribution assumption: employee only about $89,734 at 4% or $59,823 at 6%; with 50% employer match about $59,823 at 4% or $39,882 at 6%; with 100% employer match about $44,867 at 4% or $29,911 at 6%. |
| 1999 | 1 | 62 | $1,445,841 | $175,589 | $2,832iApproximate average salary by contribution assumption: employee only about $70,802 at 4% or $47,201 at 6%; with 50% employer match about $47,201 at 4% or $31,468 at 6%; with 100% employer match about $35,401 at 4% or $23,601 at 6%. |
| Chartered Benefit Services Inc. 401K Retirement Savings Plan | - | 62 | $1,445,841 | $175,589 | $2,832iApproximate average salary by contribution assumption: employee only about $70,802 at 4% or $47,201 at 6%; with 50% employer match about $47,201 at 4% or $31,468 at 6%; with 100% employer match about $35,401 at 4% or $23,601 at 6%. |