Chartwell Seventeen Advisory Group Inc.
Plan context: Chartwell Seventeen Advisory Group Inc. Retirement Plan
EIN 45-4951102 • 13 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$943,058
2024 Contributions
$25,015
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 | $943,058 | $0 | - |
| Chartwell Seventeen Advisory Group Inc. Retirement Plan | - | 1 | $943,058 | - | - |
| 2023 | 1 | 1 | $1,059,282 | $0 | - |
| Chartwell Seventeen Advisory Group Inc. Retirement Plan | - | 1 | $1,059,282 | - | - |
| 2022 | 1 | 1 | $534,079 | $0 | - |
| Chartwell Seventeen Advisory Group Inc. Retirement Plan | - | 1 | $534,079 | - | - |
| 2021 | 1 | 1 | $501,428 | $0 | - |
| Chartwell Seventeen Advisory Group Inc. Retirement Plan | - | 1 | $501,428 | - | - |
| 2020 | 1 | 1 | $546,570 | $0 | - |
| Chartwell Seventeen Advisory Group Inc. Retirement Plan | - | 1 | $546,570 | - | - |
| 2019 | 1 | 1 | $999,667 | $0 | - |
| Chartwell Seventeen Advisory Group Inc. Retirement Plan | - | 1 | $999,667 | - | - |
| 2018 | 1 | 1 | $568,905 | $0 | - |
| Chartwell Seventeen Advisory Group Inc. Retirement Plan | - | 1 | $568,905 | - | - |
| 2017 | 1 | 1 | $403,658 | $0 | - |
| Chartwell Seventeen Advisory Group Inc. Retirement Plan | - | 1 | $403,658 | - | - |
| 2016 | 1 | 1 | $429,782 | $0 | - |
| Chartwell Seventeen Advisory Group Inc. Retirement Plan | - | 1 | $429,782 | - | - |
| 2015 | 1 | 1 | $215,928 | $0 | - |
| Chartwell Seventeen Advisory Group Inc. Retirement Plan | - | 1 | $215,928 | - | - |
| 2014 | 1 | 1 | $130,145 | $25,015 | $25,015iApproximate average salary by contribution assumption: employee only about $625,375 at 4% or $416,917 at 6%; with 50% employer match about $416,917 at 4% or $277,944 at 6%; with 100% employer match about $312,688 at 4% or $208,458 at 6%. |
| Chartwell Seventeen Advisory Group Inc. Retirement Plan | - | 1 | $130,145 | $25,015 | $25,015iApproximate average salary by contribution assumption: employee only about $625,375 at 4% or $416,917 at 6%; with 50% employer match about $416,917 at 4% or $277,944 at 6%; with 100% employer match about $312,688 at 4% or $208,458 at 6%. |
| 2013 | 1 | 1 | $84,969 | $0 | - |
| Chartwell Seventeen Advisory Group Inc. Retirement Plan | - | 1 | $84,969 | - | - |
| 2012 | 1 | 1 | $82,667 | $175,000 | $175,000iApproximate average salary by contribution assumption: employee only about $4,375,000 at 4% or $2,916,667 at 6%; with 50% employer match about $2,916,667 at 4% or $1,944,444 at 6%; with 100% employer match about $2,187,500 at 4% or $1,458,333 at 6%. |
| Chartwell Seventeen Advisory Group Inc. Retirement Plan | - | 1 | $82,667 | $175,000 | $175,000iApproximate average salary by contribution assumption: employee only about $4,375,000 at 4% or $2,916,667 at 6%; with 50% employer match about $2,916,667 at 4% or $1,944,444 at 6%; with 100% employer match about $2,187,500 at 4% or $1,458,333 at 6%. |