Civic Intelligence

Chartwell Financial Advisory Inc.

Plan context: Chartwell 401(K) Profit Sharing Plan

EIN 36-4799908 • Minneapolis, MN • 10 filings • 1 plans

150 South Fifth StreetSuite 2700Minneapolis, MN 55402
Current Snapshot

Latest Year

2024

2024 Participants

104

2024 Assets

$19,225,244

2024 Contributions

$2,542,415

Historical Graphs

Total Assets Over Time

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

$19,225,244$9,612,622$0201520202024YearValue
$19,225,244Latest year 2024

Participants Over Time

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

121610201520202024YearValue
104Latest year 2024

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
20241104$19,225,244$2,542,415$24,446iApproximate average salary by contribution assumption: employee only about $611,157 at 4% or $407,438 at 6%; with 50% employer match about $407,438 at 4% or $271,626 at 6%; with 100% employer match about $305,579 at 4% or $203,719 at 6%.
Chartwell 401(K) Profit Sharing Plan-104$19,225,244$2,542,415$24,446iApproximate average salary by contribution assumption: employee only about $611,157 at 4% or $407,438 at 6%; with 50% employer match about $407,438 at 4% or $271,626 at 6%; with 100% employer match about $305,579 at 4% or $203,719 at 6%.
20231121$14,546,469$1,903,228$15,729iApproximate average salary by contribution assumption: employee only about $393,229 at 4% or $262,153 at 6%; with 50% employer match about $262,153 at 4% or $174,768 at 6%; with 100% employer match about $196,614 at 4% or $131,076 at 6%.
Chartwell 401(K) Profit Sharing Plan-121$14,546,469$1,903,228$15,729iApproximate average salary by contribution assumption: employee only about $393,229 at 4% or $262,153 at 6%; with 50% employer match about $262,153 at 4% or $174,768 at 6%; with 100% employer match about $196,614 at 4% or $131,076 at 6%.
20221105$10,731,127$1,663,982$15,847iApproximate average salary by contribution assumption: employee only about $396,186 at 4% or $264,124 at 6%; with 50% employer match about $264,124 at 4% or $176,083 at 6%; with 100% employer match about $198,093 at 4% or $132,062 at 6%.
Chartwell 401(K) Profit Sharing Plan-105$10,731,127$1,663,982$15,847iApproximate average salary by contribution assumption: employee only about $396,186 at 4% or $264,124 at 6%; with 50% employer match about $264,124 at 4% or $176,083 at 6%; with 100% employer match about $198,093 at 4% or $132,062 at 6%.
2021190$12,207,151$1,583,826$17,598iApproximate average salary by contribution assumption: employee only about $439,952 at 4% or $293,301 at 6%; with 50% employer match about $293,301 at 4% or $195,534 at 6%; with 100% employer match about $219,976 at 4% or $146,651 at 6%.
Chartwell 401(K) Profit Sharing Plan-90$12,207,151$1,583,826$17,598iApproximate average salary by contribution assumption: employee only about $439,952 at 4% or $293,301 at 6%; with 50% employer match about $293,301 at 4% or $195,534 at 6%; with 100% employer match about $219,976 at 4% or $146,651 at 6%.
2020181$10,263,809$1,378,319$17,016iApproximate average salary by contribution assumption: employee only about $425,407 at 4% or $283,605 at 6%; with 50% employer match about $283,605 at 4% or $189,070 at 6%; with 100% employer match about $212,704 at 4% or $141,802 at 6%.
Chartwell 401(K) Profit Sharing Plan-81$10,263,809$1,378,319$17,016iApproximate average salary by contribution assumption: employee only about $425,407 at 4% or $283,605 at 6%; with 50% employer match about $283,605 at 4% or $189,070 at 6%; with 100% employer match about $212,704 at 4% or $141,802 at 6%.
2019185$8,435,950$1,323,221$15,567iApproximate average salary by contribution assumption: employee only about $389,183 at 4% or $259,455 at 6%; with 50% employer match about $259,455 at 4% or $172,970 at 6%; with 100% employer match about $194,591 at 4% or $129,728 at 6%.
Chartwell 401(K) Profit Sharing Plan-85$8,435,950$1,323,221$15,567iApproximate average salary by contribution assumption: employee only about $389,183 at 4% or $259,455 at 6%; with 50% employer match about $259,455 at 4% or $172,970 at 6%; with 100% employer match about $194,591 at 4% or $129,728 at 6%.
2018177$5,945,040$1,246,615$16,190iApproximate average salary by contribution assumption: employee only about $404,745 at 4% or $269,830 at 6%; with 50% employer match about $269,830 at 4% or $179,887 at 6%; with 100% employer match about $202,373 at 4% or $134,915 at 6%.
Chartwell 401(K) Profit Sharing Plan-77$5,945,040$1,246,615$16,190iApproximate average salary by contribution assumption: employee only about $404,745 at 4% or $269,830 at 6%; with 50% employer match about $269,830 at 4% or $179,887 at 6%; with 100% employer match about $202,373 at 4% or $134,915 at 6%.
2017173$5,920,555$964,810$13,217iApproximate average salary by contribution assumption: employee only about $330,414 at 4% or $220,276 at 6%; with 50% employer match about $220,276 at 4% or $146,851 at 6%; with 100% employer match about $165,207 at 4% or $110,138 at 6%.
Chartwell 401(K) Profit Sharing Plan-73$5,920,555$964,810$13,217iApproximate average salary by contribution assumption: employee only about $330,414 at 4% or $220,276 at 6%; with 50% employer match about $220,276 at 4% or $146,851 at 6%; with 100% employer match about $165,207 at 4% or $110,138 at 6%.
2016168$4,353,949$721,114$10,605iApproximate average salary by contribution assumption: employee only about $265,115 at 4% or $176,744 at 6%; with 50% employer match about $176,744 at 4% or $117,829 at 6%; with 100% employer match about $132,558 at 4% or $88,372 at 6%.
Chartwell 401(K) Profit Sharing Plan-68$4,353,949$721,114$10,605iApproximate average salary by contribution assumption: employee only about $265,115 at 4% or $176,744 at 6%; with 50% employer match about $176,744 at 4% or $117,829 at 6%; with 100% employer match about $132,558 at 4% or $88,372 at 6%.
2015156$3,543,073$881,223$15,736iApproximate average salary by contribution assumption: employee only about $393,403 at 4% or $262,269 at 6%; with 50% employer match about $262,269 at 4% or $174,846 at 6%; with 100% employer match about $196,702 at 4% or $131,134 at 6%.
Chartwell 401(K) Profit Sharing Plan-56$3,543,073$881,223$15,736iApproximate average salary by contribution assumption: employee only about $393,403 at 4% or $262,269 at 6%; with 50% employer match about $262,269 at 4% or $174,846 at 6%; with 100% employer match about $196,702 at 4% or $131,134 at 6%.