Chestnut Street Exchange Fund
Plan context: Fumd Office Retirement Profit Sharing Plan
EIN 51-0199471 • Wilmington, DE • 14 filings • 7 plans
Current Snapshot
Latest Year
2012
2012 Participants
1
2012 Assets
$487,181
2012 Contributions
$2,250
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 |
|---|---|---|---|---|---|
| 2012 | 1 | 0 | $0 | $2,250 | - |
| Fumd Office Retirement Profit Sharing Plan | - | 0 | $0 | $2,250 | - |
| 2011 | 1 | 1 | $487,181 | $6,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| Fumd Office Retirement Profit Sharing Plan | - | 1 | $487,181 | $6,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| 2010 | 1 | 1 | $467,141 | $3,365 | $3,365iApproximate average salary by contribution assumption: employee only about $84,125 at 4% or $56,083 at 6%; with 50% employer match about $56,083 at 4% or $37,389 at 6%; with 100% employer match about $42,063 at 4% or $28,042 at 6%. |
| Fumd Office Retirement Profit Sharing Plan | - | 1 | $467,141 | $3,365 | $3,365iApproximate average salary by contribution assumption: employee only about $84,125 at 4% or $56,083 at 6%; with 50% employer match about $56,083 at 4% or $37,389 at 6%; with 100% employer match about $42,063 at 4% or $28,042 at 6%. |
| 2009 | 1 | 1 | $404,365 | $5,900 | $5,900iApproximate average salary by contribution assumption: employee only about $147,500 at 4% or $98,333 at 6%; with 50% employer match about $98,333 at 4% or $65,556 at 6%; with 100% employer match about $73,750 at 4% or $49,167 at 6%. |
| Fumd Office Retirement Profit Sharing Plan | - | 1 | $404,365 | $5,900 | $5,900iApproximate average salary by contribution assumption: employee only about $147,500 at 4% or $98,333 at 6%; with 50% employer match about $98,333 at 4% or $65,556 at 6%; with 100% employer match about $73,750 at 4% or $49,167 at 6%. |
| 2008 | 1 | 1 | $29 | $250 | $250iApproximate average salary by contribution assumption: employee only about $6,250 at 4% or $4,167 at 6%; with 50% employer match about $4,167 at 4% or $2,778 at 6%; with 100% employer match about $3,125 at 4% or $2,083 at 6%. |
| Fumd Office Retirement Profit Sharing Plan | - | 1 | $29 | $250 | $250iApproximate average salary by contribution assumption: employee only about $6,250 at 4% or $4,167 at 6%; with 50% employer match about $4,167 at 4% or $2,778 at 6%; with 100% employer match about $3,125 at 4% or $2,083 at 6%. |
| 2007 | 1 | 1 | $0 | $0 | - |
| Fumd Office Retirement Profit Sharing Plan | - | 1 | - | - | - |
| 2006 | 1 | 1 | $0 | $0 | - |
| Fumd Office Retirement Profit Sharing Plan | - | 1 | - | - | - |
| 2005 | 1 | 1 | $0 | $0 | - |
| Fumd Office Retirement Profit Sharing Plan | - | 1 | - | - | - |
| 2004 | 1 | 1 | $348,673 | $6,798 | $6,798iApproximate average salary by contribution assumption: employee only about $169,950 at 4% or $113,300 at 6%; with 50% employer match about $113,300 at 4% or $75,533 at 6%; with 100% employer match about $84,975 at 4% or $56,650 at 6%. |
| Fumd Office Retirement Profit Sharing Plan | - | 1 | $348,673 | $6,798 | $6,798iApproximate average salary by contribution assumption: employee only about $169,950 at 4% or $113,300 at 6%; with 50% employer match about $113,300 at 4% or $75,533 at 6%; with 100% employer match about $84,975 at 4% or $56,650 at 6%. |
| 2003 | 1 | 1 | $0 | $0 | - |
| Fumd Office Retirement Profit Sharing Plan | - | 1 | - | - | - |
| 2002 | 1 | 1 | $0 | $0 | - |
| Fumd Office Retirement Profit Sharing Plan | - | 1 | - | - | - |
| 2001 | 1 | 1 | $0 | $0 | - |
| Fumd Office Retirement Profit Sharing Plan | - | 1 | - | - | - |
| 2000 | 1 | 1 | $0 | $0 | - |
| Fumd Office Retirement Profit Sharing Plan | - | 1 | - | - | - |
| 1999 | 1 | 1 | $372,268 | $6,051 | $6,051iApproximate average salary by contribution assumption: employee only about $151,275 at 4% or $100,850 at 6%; with 50% employer match about $100,850 at 4% or $67,233 at 6%; with 100% employer match about $75,638 at 4% or $50,425 at 6%. |
| Fumd Office Retirement Profit Sharing Plan | - | 1 | $372,268 | $6,051 | $6,051iApproximate average salary by contribution assumption: employee only about $151,275 at 4% or $100,850 at 6%; with 50% employer match about $100,850 at 4% or $67,233 at 6%; with 100% employer match about $75,638 at 4% or $50,425 at 6%. |