Challen Asset Management LLC
Plan context: Challen Asset Management LLC 401(K) Profit Sharing Plan
EIN 46-2080989 • Jacksonville, FL • 12 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$1,470,929
2024 Contributions
$3,760
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 | 2 | $1,470,929 | $3,760 | $1,880iApproximate average salary by contribution assumption: employee only about $47,000 at 4% or $31,333 at 6%; with 50% employer match about $31,333 at 4% or $20,889 at 6%; with 100% employer match about $23,500 at 4% or $15,667 at 6%. |
| Challen Asset Management LLC 401(K) Profit Sharing Plan | - | 2 | $1,470,929 | $3,760 | $1,880iApproximate average salary by contribution assumption: employee only about $47,000 at 4% or $31,333 at 6%; with 50% employer match about $31,333 at 4% or $20,889 at 6%; with 100% employer match about $23,500 at 4% or $15,667 at 6%. |
| 2023 | 1 | 3 | $1,310,080 | $7,065 | $2,355iApproximate average salary by contribution assumption: employee only about $58,875 at 4% or $39,250 at 6%; with 50% employer match about $39,250 at 4% or $26,167 at 6%; with 100% employer match about $29,438 at 4% or $19,625 at 6%. |
| Challen Asset Management LLC 401(K) Profit Sharing Plan | - | 3 | $1,310,080 | $7,065 | $2,355iApproximate average salary by contribution assumption: employee only about $58,875 at 4% or $39,250 at 6%; with 50% employer match about $39,250 at 4% or $26,167 at 6%; with 100% employer match about $29,438 at 4% or $19,625 at 6%. |
| 2022 | 1 | 3 | $1,221,391 | $84,750 | $28,250iApproximate average salary by contribution assumption: employee only about $706,250 at 4% or $470,833 at 6%; with 50% employer match about $470,833 at 4% or $313,889 at 6%; with 100% employer match about $353,125 at 4% or $235,417 at 6%. |
| Challen Asset Management LLC 401(K) Profit Sharing Plan | - | 3 | $1,221,391 | $84,750 | $28,250iApproximate average salary by contribution assumption: employee only about $706,250 at 4% or $470,833 at 6%; with 50% employer match about $470,833 at 4% or $313,889 at 6%; with 100% employer match about $353,125 at 4% or $235,417 at 6%. |
| 2021 | 1 | 3 | $1,208,420 | $81,138 | $27,046iApproximate average salary by contribution assumption: employee only about $676,150 at 4% or $450,767 at 6%; with 50% employer match about $450,767 at 4% or $300,511 at 6%; with 100% employer match about $338,075 at 4% or $225,383 at 6%. |
| Challen Asset Management LLC 401(K) Profit Sharing Plan | - | 3 | $1,208,420 | $81,138 | $27,046iApproximate average salary by contribution assumption: employee only about $676,150 at 4% or $450,767 at 6%; with 50% employer match about $450,767 at 4% or $300,511 at 6%; with 100% employer match about $338,075 at 4% or $225,383 at 6%. |
| 2020 | 1 | 3 | $1,142,227 | $59,900 | $19,967iApproximate average salary by contribution assumption: employee only about $499,167 at 4% or $332,778 at 6%; with 50% employer match about $332,778 at 4% or $221,852 at 6%; with 100% employer match about $249,583 at 4% or $166,389 at 6%. |
| Challen Asset Management LLC 401(K) Profit Sharing Plan | - | 3 | $1,142,227 | $59,900 | $19,967iApproximate average salary by contribution assumption: employee only about $499,167 at 4% or $332,778 at 6%; with 50% employer match about $332,778 at 4% or $221,852 at 6%; with 100% employer match about $249,583 at 4% or $166,389 at 6%. |
| 2019 | 1 | 3 | $1,137,892 | $74,350 | $24,783iApproximate average salary by contribution assumption: employee only about $619,583 at 4% or $413,056 at 6%; with 50% employer match about $413,056 at 4% or $275,370 at 6%; with 100% employer match about $309,792 at 4% or $206,528 at 6%. |
| Challen Asset Management LLC 401(K) Profit Sharing Plan | - | 3 | $1,137,892 | $74,350 | $24,783iApproximate average salary by contribution assumption: employee only about $619,583 at 4% or $413,056 at 6%; with 50% employer match about $413,056 at 4% or $275,370 at 6%; with 100% employer match about $309,792 at 4% or $206,528 at 6%. |
| 2018 | 1 | 3 | $970,934 | $3,576 | $1,192iApproximate average salary by contribution assumption: employee only about $29,800 at 4% or $19,867 at 6%; with 50% employer match about $19,867 at 4% or $13,244 at 6%; with 100% employer match about $14,900 at 4% or $9,933 at 6%. |
| Challen Asset Management LLC 401(K) Profit Sharing Plan | - | 3 | $970,934 | $3,576 | $1,192iApproximate average salary by contribution assumption: employee only about $29,800 at 4% or $19,867 at 6%; with 50% employer match about $19,867 at 4% or $13,244 at 6%; with 100% employer match about $14,900 at 4% or $9,933 at 6%. |
| 2017 | 1 | 4 | $1,052,579 | $0 | - |
| Challen Asset Management LLC 401(K) Profit Sharing Plan | - | 4 | $1,052,579 | - | - |
| 2016 | 1 | 5 | $911,930 | $82,880 | $16,576iApproximate average salary by contribution assumption: employee only about $414,400 at 4% or $276,267 at 6%; with 50% employer match about $276,267 at 4% or $184,178 at 6%; with 100% employer match about $207,200 at 4% or $138,133 at 6%. |
| Challen Asset Management LLC 401(K) Profit Sharing Plan | - | 5 | $911,930 | $82,880 | $16,576iApproximate average salary by contribution assumption: employee only about $414,400 at 4% or $276,267 at 6%; with 50% employer match about $276,267 at 4% or $184,178 at 6%; with 100% employer match about $207,200 at 4% or $138,133 at 6%. |
| 2015 | 1 | 4 | $831,770 | $92,800 | $23,200iApproximate average salary by contribution assumption: employee only about $580,000 at 4% or $386,667 at 6%; with 50% employer match about $386,667 at 4% or $257,778 at 6%; with 100% employer match about $290,000 at 4% or $193,333 at 6%. |
| Challen Asset Management LLC 401(K) Profit Sharing Plan | - | 4 | $831,770 | $92,800 | $23,200iApproximate average salary by contribution assumption: employee only about $580,000 at 4% or $386,667 at 6%; with 50% employer match about $386,667 at 4% or $257,778 at 6%; with 100% employer match about $290,000 at 4% or $193,333 at 6%. |
| 2014 | 1 | 4 | $738,413 | $91,502 | $22,876iApproximate average salary by contribution assumption: employee only about $571,888 at 4% or $381,258 at 6%; with 50% employer match about $381,258 at 4% or $254,172 at 6%; with 100% employer match about $285,944 at 4% or $190,629 at 6%. |
| Challen Asset Management LLC 401(K) Profit Sharing Plan | - | 4 | $738,413 | $91,502 | $22,876iApproximate average salary by contribution assumption: employee only about $571,888 at 4% or $381,258 at 6%; with 50% employer match about $381,258 at 4% or $254,172 at 6%; with 100% employer match about $285,944 at 4% or $190,629 at 6%. |
| 2013 | 1 | 4 | $649,316 | $30,668 | $7,667iApproximate average salary by contribution assumption: employee only about $191,675 at 4% or $127,783 at 6%; with 50% employer match about $127,783 at 4% or $85,189 at 6%; with 100% employer match about $95,838 at 4% or $63,892 at 6%. |
| Challen Asset Management LLC 401(K) Profit Sharing Plan | - | 4 | $649,316 | $30,668 | $7,667iApproximate average salary by contribution assumption: employee only about $191,675 at 4% or $127,783 at 6%; with 50% employer match about $127,783 at 4% or $85,189 at 6%; with 100% employer match about $95,838 at 4% or $63,892 at 6%. |