Checchi & Company Consulting Inc.
Plan context: Checchi & Company Consulting Inc. 401K Profit Sharing Plan
EIN 52-1080155 • Arlington, VA • 22 filings • 7 plans
Current Snapshot
Latest Year
2020
2020 Participants
49
2020 Assets
$7,909,617
2020 Contributions
$277,573
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $277,573 | - |
| Checchi & Company Consulting Inc. 401K Profit Sharing Plan | - | 0 | $0 | $277,573 | - |
| 2019 | 1 | 49 | $7,909,617 | $477,590 | $9,747iApproximate average salary by contribution assumption: employee only about $243,668 at 4% or $162,446 at 6%; with 50% employer match about $162,446 at 4% or $108,297 at 6%; with 100% employer match about $121,834 at 4% or $81,223 at 6%. |
| Checchi & Company Consulting Inc. 401K Profit Sharing Plan | - | 49 | $7,909,617 | $477,590 | $9,747iApproximate average salary by contribution assumption: employee only about $243,668 at 4% or $162,446 at 6%; with 50% employer match about $162,446 at 4% or $108,297 at 6%; with 100% employer match about $121,834 at 4% or $81,223 at 6%. |
| 2018 | 1 | 49 | $7,273,693 | $545,231 | $11,127iApproximate average salary by contribution assumption: employee only about $278,179 at 4% or $185,453 at 6%; with 50% employer match about $185,453 at 4% or $123,635 at 6%; with 100% employer match about $139,090 at 4% or $92,726 at 6%. |
| Checchi & Company Consulting Inc. 401K Profit Sharing Plan | - | 49 | $7,273,693 | $545,231 | $11,127iApproximate average salary by contribution assumption: employee only about $278,179 at 4% or $185,453 at 6%; with 50% employer match about $185,453 at 4% or $123,635 at 6%; with 100% employer match about $139,090 at 4% or $92,726 at 6%. |
| 2017 | 1 | 49 | $6,400,923 | $464,377 | $9,477iApproximate average salary by contribution assumption: employee only about $236,927 at 4% or $157,951 at 6%; with 50% employer match about $157,951 at 4% or $105,301 at 6%; with 100% employer match about $118,464 at 4% or $78,976 at 6%. |
| Checchi & Company Consulting Inc. 401K Profit Sharing Plan | - | 49 | $6,400,923 | $464,377 | $9,477iApproximate average salary by contribution assumption: employee only about $236,927 at 4% or $157,951 at 6%; with 50% employer match about $157,951 at 4% or $105,301 at 6%; with 100% employer match about $118,464 at 4% or $78,976 at 6%. |
| 2016 | 1 | 47 | $5,471,170 | $397,339 | $8,454iApproximate average salary by contribution assumption: employee only about $211,351 at 4% or $140,900 at 6%; with 50% employer match about $140,900 at 4% or $93,934 at 6%; with 100% employer match about $105,675 at 4% or $70,450 at 6%. |
| Checchi & Company Consulting Inc. 401K Profit Sharing Plan | - | 47 | $5,471,170 | $397,339 | $8,454iApproximate average salary by contribution assumption: employee only about $211,351 at 4% or $140,900 at 6%; with 50% employer match about $140,900 at 4% or $93,934 at 6%; with 100% employer match about $105,675 at 4% or $70,450 at 6%. |
| 2015 | 1 | 44 | $4,828,613 | $435,850 | $9,906iApproximate average salary by contribution assumption: employee only about $247,642 at 4% or $165,095 at 6%; with 50% employer match about $165,095 at 4% or $110,063 at 6%; with 100% employer match about $123,821 at 4% or $82,547 at 6%. |
| Checchi & Company Consulting Inc. 401K Profit Sharing Plan | - | 44 | $4,828,613 | $435,850 | $9,906iApproximate average salary by contribution assumption: employee only about $247,642 at 4% or $165,095 at 6%; with 50% employer match about $165,095 at 4% or $110,063 at 6%; with 100% employer match about $123,821 at 4% or $82,547 at 6%. |
| 2014 | 1 | 40 | $4,736,181 | $407,476 | $10,187iApproximate average salary by contribution assumption: employee only about $254,673 at 4% or $169,782 at 6%; with 50% employer match about $169,782 at 4% or $113,188 at 6%; with 100% employer match about $127,336 at 4% or $84,891 at 6%. |
| Checchi & Company Consulting Inc. 401K Profit Sharing Plan | - | 40 | $4,736,181 | $407,476 | $10,187iApproximate average salary by contribution assumption: employee only about $254,673 at 4% or $169,782 at 6%; with 50% employer match about $169,782 at 4% or $113,188 at 6%; with 100% employer match about $127,336 at 4% or $84,891 at 6%. |
| 2013 | 1 | 40 | $4,163,006 | $375,074 | $9,377iApproximate average salary by contribution assumption: employee only about $234,421 at 4% or $156,281 at 6%; with 50% employer match about $156,281 at 4% or $104,187 at 6%; with 100% employer match about $117,211 at 4% or $78,140 at 6%. |
| Checchi & Company Consulting Inc. 401K Profit Sharing Plan | - | 40 | $4,163,006 | $375,074 | $9,377iApproximate average salary by contribution assumption: employee only about $234,421 at 4% or $156,281 at 6%; with 50% employer match about $156,281 at 4% or $104,187 at 6%; with 100% employer match about $117,211 at 4% or $78,140 at 6%. |
| 2012 | 1 | 41 | $3,395,060 | $456,157 | $11,126iApproximate average salary by contribution assumption: employee only about $278,145 at 4% or $185,430 at 6%; with 50% employer match about $185,430 at 4% or $123,620 at 6%; with 100% employer match about $139,072 at 4% or $92,715 at 6%. |
| Checchi & Company Consulting Inc. 401K Profit Sharing Plan | - | 41 | $3,395,060 | $456,157 | $11,126iApproximate average salary by contribution assumption: employee only about $278,145 at 4% or $185,430 at 6%; with 50% employer match about $185,430 at 4% or $123,620 at 6%; with 100% employer match about $139,072 at 4% or $92,715 at 6%. |
| 2011 | 1 | 44 | $2,900,058 | $405,616 | $9,219iApproximate average salary by contribution assumption: employee only about $230,464 at 4% or $153,642 at 6%; with 50% employer match about $153,642 at 4% or $102,428 at 6%; with 100% employer match about $115,232 at 4% or $76,821 at 6%. |
| Checchi & Company Consulting Inc. 401K Profit Sharing Plan | - | 44 | $2,900,058 | $405,616 | $9,219iApproximate average salary by contribution assumption: employee only about $230,464 at 4% or $153,642 at 6%; with 50% employer match about $153,642 at 4% or $102,428 at 6%; with 100% employer match about $115,232 at 4% or $76,821 at 6%. |
| 2010 | 1 | 36 | $2,892,355 | $250,756 | $6,965iApproximate average salary by contribution assumption: employee only about $174,136 at 4% or $116,091 at 6%; with 50% employer match about $116,091 at 4% or $77,394 at 6%; with 100% employer match about $87,068 at 4% or $58,045 at 6%. |
| Checchi & Company Consulting Inc. 401K Profit Sharing Plan | - | 36 | $2,892,355 | $250,756 | $6,965iApproximate average salary by contribution assumption: employee only about $174,136 at 4% or $116,091 at 6%; with 50% employer match about $116,091 at 4% or $77,394 at 6%; with 100% employer match about $87,068 at 4% or $58,045 at 6%. |
| 2009 | 1 | 35 | $2,276,277 | $211,436 | $6,041iApproximate average salary by contribution assumption: employee only about $151,026 at 4% or $100,684 at 6%; with 50% employer match about $100,684 at 4% or $67,123 at 6%; with 100% employer match about $75,513 at 4% or $50,342 at 6%. |
| Checchi & Company Consulting Inc. 401K Profit Sharing Plan | - | 35 | $2,276,277 | $211,436 | $6,041iApproximate average salary by contribution assumption: employee only about $151,026 at 4% or $100,684 at 6%; with 50% employer match about $100,684 at 4% or $67,123 at 6%; with 100% employer match about $75,513 at 4% or $50,342 at 6%. |
| 2008 | 1 | 30 | $0 | $0 | - |
| Checchi & Company Consulting Inc. 401K Profit Sharing Plan | - | 30 | - | - | - |
| 2007 | 1 | 33 | $0 | $0 | - |
| Checchi & Company Consulting Inc. 401K Profit Sharing Plan | - | 33 | - | - | - |
| 2006 | 1 | 31 | $0 | $0 | - |
| Checchi & Company Consulting Inc. 401K Profit Sharing Plan | - | 31 | - | - | - |
| 2005 | 1 | 27 | $2,116,566 | $293,723 | $10,879iApproximate average salary by contribution assumption: employee only about $271,966 at 4% or $181,310 at 6%; with 50% employer match about $181,310 at 4% or $120,874 at 6%; with 100% employer match about $135,983 at 4% or $90,655 at 6%. |
| Checchi & Company Consulting Inc. 401K Profit Sharing Plan | - | 27 | $2,116,566 | $293,723 | $10,879iApproximate average salary by contribution assumption: employee only about $271,966 at 4% or $181,310 at 6%; with 50% employer match about $181,310 at 4% or $120,874 at 6%; with 100% employer match about $135,983 at 4% or $90,655 at 6%. |
| 2004 | 1 | 32 | $1,680,208 | $254,031 | $7,938iApproximate average salary by contribution assumption: employee only about $198,462 at 4% or $132,308 at 6%; with 50% employer match about $132,308 at 4% or $88,205 at 6%; with 100% employer match about $99,231 at 4% or $66,154 at 6%. |
| Checchi & Company Consulting Inc. 401K Profit Sharing Plan | - | 32 | $1,680,208 | $254,031 | $7,938iApproximate average salary by contribution assumption: employee only about $198,462 at 4% or $132,308 at 6%; with 50% employer match about $132,308 at 4% or $88,205 at 6%; with 100% employer match about $99,231 at 4% or $66,154 at 6%. |
| 2003 | 1 | 25 | $1,410,243 | $221,219 | $8,849iApproximate average salary by contribution assumption: employee only about $221,219 at 4% or $147,479 at 6%; with 50% employer match about $147,479 at 4% or $98,320 at 6%; with 100% employer match about $110,610 at 4% or $73,740 at 6%. |
| Checchi & Company Consulting Inc. 401K Profit Sharing Plan | - | 25 | $1,410,243 | $221,219 | $8,849iApproximate average salary by contribution assumption: employee only about $221,219 at 4% or $147,479 at 6%; with 50% employer match about $147,479 at 4% or $98,320 at 6%; with 100% employer match about $110,610 at 4% or $73,740 at 6%. |
| 2002 | 1 | 32 | $1,086,075 | $231,890 | $7,247iApproximate average salary by contribution assumption: employee only about $181,164 at 4% or $120,776 at 6%; with 50% employer match about $120,776 at 4% or $80,517 at 6%; with 100% employer match about $90,582 at 4% or $60,388 at 6%. |
| Checchi & Company Consulting Inc. 401K Profit Sharing Plan | - | 32 | $1,086,075 | $231,890 | $7,247iApproximate average salary by contribution assumption: employee only about $181,164 at 4% or $120,776 at 6%; with 50% employer match about $120,776 at 4% or $80,517 at 6%; with 100% employer match about $90,582 at 4% or $60,388 at 6%. |
| 2001 | 1 | 30 | $0 | $0 | - |
| Checchi & Company Consulting Inc. 401K Profit Sharing Plan | - | 30 | - | - | - |
| 2000 | 1 | 29 | $0 | $0 | - |
| Checchi & Company Consulting Inc. 401K Profit Sharing Plan | - | 29 | - | - | - |
| 1999 | 1 | 31 | $787,597 | $87,307 | $2,816iApproximate average salary by contribution assumption: employee only about $70,409 at 4% or $46,939 at 6%; with 50% employer match about $46,939 at 4% or $31,293 at 6%; with 100% employer match about $35,204 at 4% or $23,470 at 6%. |
| Checchi & Company Consulting Inc. 401K Profit Sharing Plan | - | 31 | $787,597 | $87,307 | $2,816iApproximate average salary by contribution assumption: employee only about $70,409 at 4% or $46,939 at 6%; with 50% employer match about $46,939 at 4% or $31,293 at 6%; with 100% employer match about $35,204 at 4% or $23,470 at 6%. |