Civic Intelligence

Jean Chatzky

Plan context: Jean Chatzky Retirement Plan

EIN 45-3047154 • Briarcliff, NY • 12 filings • 1 plans

4 Justine CourtBriarcliff, NY 10510
Current Snapshot

Latest Year

2020

2020 Participants

5

2020 Assets

$2,677,736

2020 Contributions

$50,000

Historical Graphs

Total Assets Over Time

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

$2,677,736$1,338,868$0200920142019YearValue
$2,677,736Latest year 2019

Participants Over Time

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

530200920142019YearValue
5Latest year 2019

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
202010$0$50,000-
Jean Chatzky Retirement Plan-0$0$50,000-
201915$2,677,736$130,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
Jean Chatzky Retirement Plan-5$2,677,736$130,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
201814$2,321,050$0-
Jean Chatzky Retirement Plan-4$2,321,050$0-
201714$2,307,611$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Jean Chatzky Retirement Plan-4$2,307,611$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
201613$2,084,311$221,708$73,903iApproximate average salary by contribution assumption: employee only about $1,847,567 at 4% or $1,231,711 at 6%; with 50% employer match about $1,231,711 at 4% or $821,141 at 6%; with 100% employer match about $923,783 at 4% or $615,856 at 6%.
Jean Chatzky Retirement Plan-3$2,084,311$221,708$73,903iApproximate average salary by contribution assumption: employee only about $1,847,567 at 4% or $1,231,711 at 6%; with 50% employer match about $1,231,711 at 4% or $821,141 at 6%; with 100% employer match about $923,783 at 4% or $615,856 at 6%.
201513$1,762,479$286,144$95,381iApproximate average salary by contribution assumption: employee only about $2,384,533 at 4% or $1,589,689 at 6%; with 50% employer match about $1,589,689 at 4% or $1,059,793 at 6%; with 100% employer match about $1,192,267 at 4% or $794,844 at 6%.
Jean Chatzky Retirement Plan-3$1,762,479$286,144$95,381iApproximate average salary by contribution assumption: employee only about $2,384,533 at 4% or $1,589,689 at 6%; with 50% employer match about $1,589,689 at 4% or $1,059,793 at 6%; with 100% employer match about $1,192,267 at 4% or $794,844 at 6%.
201414$1,527,834$263,515$65,879iApproximate average salary by contribution assumption: employee only about $1,646,969 at 4% or $1,097,979 at 6%; with 50% employer match about $1,097,979 at 4% or $731,986 at 6%; with 100% employer match about $823,484 at 4% or $548,990 at 6%.
Jean Chatzky Retirement Plan-4$1,527,834$263,515$65,879iApproximate average salary by contribution assumption: employee only about $1,646,969 at 4% or $1,097,979 at 6%; with 50% employer match about $1,097,979 at 4% or $731,986 at 6%; with 100% employer match about $823,484 at 4% or $548,990 at 6%.
201312$1,214,740$227,000$113,500iApproximate average salary by contribution assumption: employee only about $2,837,500 at 4% or $1,891,667 at 6%; with 50% employer match about $1,891,667 at 4% or $1,261,111 at 6%; with 100% employer match about $1,418,750 at 4% or $945,833 at 6%.
Jean Chatzky Retirement Plan-2$1,214,740$227,000$113,500iApproximate average salary by contribution assumption: employee only about $2,837,500 at 4% or $1,891,667 at 6%; with 50% employer match about $1,891,667 at 4% or $1,261,111 at 6%; with 100% employer match about $1,418,750 at 4% or $945,833 at 6%.
201212$957,654$140,210$70,105iApproximate average salary by contribution assumption: employee only about $1,752,625 at 4% or $1,168,417 at 6%; with 50% employer match about $1,168,417 at 4% or $778,944 at 6%; with 100% employer match about $876,313 at 4% or $584,208 at 6%.
Jean Chatzky Retirement Plan-2$957,654$140,210$70,105iApproximate average salary by contribution assumption: employee only about $1,752,625 at 4% or $1,168,417 at 6%; with 50% employer match about $1,168,417 at 4% or $778,944 at 6%; with 100% employer match about $876,313 at 4% or $584,208 at 6%.
201112$794,708$219,972$109,986iApproximate average salary by contribution assumption: employee only about $2,749,650 at 4% or $1,833,100 at 6%; with 50% employer match about $1,833,100 at 4% or $1,222,067 at 6%; with 100% employer match about $1,374,825 at 4% or $916,550 at 6%.
Jean Chatzky Retirement Plan-2$794,708$219,972$109,986iApproximate average salary by contribution assumption: employee only about $2,749,650 at 4% or $1,833,100 at 6%; with 50% employer match about $1,833,100 at 4% or $1,222,067 at 6%; with 100% employer match about $1,374,825 at 4% or $916,550 at 6%.
201012$564,012$90,535$45,268iApproximate average salary by contribution assumption: employee only about $1,131,688 at 4% or $754,458 at 6%; with 50% employer match about $754,458 at 4% or $502,972 at 6%; with 100% employer match about $565,844 at 4% or $377,229 at 6%.
Jean Chatzky Retirement Plan-2$564,012$90,535$45,268iApproximate average salary by contribution assumption: employee only about $1,131,688 at 4% or $754,458 at 6%; with 50% employer match about $754,458 at 4% or $502,972 at 6%; with 100% employer match about $565,844 at 4% or $377,229 at 6%.
200912$473,050$51,855$25,928iApproximate average salary by contribution assumption: employee only about $648,188 at 4% or $432,125 at 6%; with 50% employer match about $432,125 at 4% or $288,083 at 6%; with 100% employer match about $324,094 at 4% or $216,063 at 6%.
Jean Chatzky Retirement Plan-2$473,050$51,855$25,928iApproximate average salary by contribution assumption: employee only about $648,188 at 4% or $432,125 at 6%; with 50% employer match about $432,125 at 4% or $288,083 at 6%; with 100% employer match about $324,094 at 4% or $216,063 at 6%.