Civic Intelligence

Chao & Company Ltd.

Plan context: Chao & Company Ltd. 401K Savings Plan

EIN 52-1804602 • Cabin John, MD • 25 filings • 6 plans

6409 81st StreetCabin John, MD 20818
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$3,394,974

2024 Contributions

$38,750

Historical Graphs

Total Assets Over Time

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

$3,394,974$1,697,487$0200620152024YearValue
$3,394,974Latest year 2024

Participants Over Time

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

420200620152024YearValue
3Latest year 2024

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
202413$3,394,974$38,750$12,917iApproximate average salary by contribution assumption: employee only about $322,917 at 4% or $215,278 at 6%; with 50% employer match about $215,278 at 4% or $143,519 at 6%; with 100% employer match about $161,458 at 4% or $107,639 at 6%.
Chao & Company Ltd. 401K Savings Plan-3$3,394,974$38,750$12,917iApproximate average salary by contribution assumption: employee only about $322,917 at 4% or $215,278 at 6%; with 50% employer match about $215,278 at 4% or $143,519 at 6%; with 100% employer match about $161,458 at 4% or $107,639 at 6%.
202323$3,042,384$943,977$314,659iApproximate average salary by contribution assumption: employee only about $7,866,475 at 4% or $5,244,317 at 6%; with 50% employer match about $5,244,317 at 4% or $3,496,211 at 6%; with 100% employer match about $3,933,238 at 4% or $2,622,158 at 6%.
Chao & Company Ltd. 401K Savings Plan-3$3,042,384$943,977$314,659iApproximate average salary by contribution assumption: employee only about $7,866,475 at 4% or $5,244,317 at 6%; with 50% employer match about $5,244,317 at 4% or $3,496,211 at 6%; with 100% employer match about $3,933,238 at 4% or $2,622,158 at 6%.
EXPERIENTIAL WEALTH, INC. CASH BALANCE PLAN-0$0$0-
202223$2,737,305$257,190$85,730iApproximate average salary by contribution assumption: employee only about $2,143,250 at 4% or $1,428,833 at 6%; with 50% employer match about $1,428,833 at 4% or $952,556 at 6%; with 100% employer match about $1,071,625 at 4% or $714,417 at 6%.
Chao & Company Ltd. 401K Savings Plan-3$1,881,816$104,134$34,711iApproximate average salary by contribution assumption: employee only about $867,783 at 4% or $578,522 at 6%; with 50% employer match about $578,522 at 4% or $385,681 at 6%; with 100% employer match about $433,892 at 4% or $289,261 at 6%.
EXPERIENTIAL WEALTH, INC. CASH BALANCE PLAN-3$855,489$153,056$51,019iApproximate average salary by contribution assumption: employee only about $1,275,467 at 4% or $850,311 at 6%; with 50% employer match about $850,311 at 4% or $566,874 at 6%; with 100% employer match about $637,733 at 4% or $425,156 at 6%.
202123$2,893,301$571,610$190,537iApproximate average salary by contribution assumption: employee only about $4,763,417 at 4% or $3,175,611 at 6%; with 50% employer match about $3,175,611 at 4% or $2,117,074 at 6%; with 100% employer match about $2,381,708 at 4% or $1,587,806 at 6%.
Chao & Company Ltd. 401K Savings Plan-3$2,115,960$418,360$139,453iApproximate average salary by contribution assumption: employee only about $3,486,333 at 4% or $2,324,222 at 6%; with 50% employer match about $2,324,222 at 4% or $1,549,481 at 6%; with 100% employer match about $1,743,167 at 4% or $1,162,111 at 6%.
EXPERIENTIAL WEALTH, INC. CASH BALANCE PLAN-3$777,341$153,250$51,083iApproximate average salary by contribution assumption: employee only about $1,277,083 at 4% or $851,389 at 6%; with 50% employer match about $851,389 at 4% or $567,593 at 6%; with 100% employer match about $638,542 at 4% or $425,694 at 6%.
202023$2,260,429$260,597$86,866iApproximate average salary by contribution assumption: employee only about $2,171,642 at 4% or $1,447,761 at 6%; with 50% employer match about $1,447,761 at 4% or $965,174 at 6%; with 100% employer match about $1,085,821 at 4% or $723,881 at 6%.
Chao & Company Ltd. 401K Savings Plan-3$1,697,645$104,597$34,866iApproximate average salary by contribution assumption: employee only about $871,642 at 4% or $581,094 at 6%; with 50% employer match about $581,094 at 4% or $387,396 at 6%; with 100% employer match about $435,821 at 4% or $290,547 at 6%.
EXPERIENTIAL WEALTH, INC. CASH BALANCE PLAN-3$562,784$156,000$52,000iApproximate average salary by contribution assumption: employee only about $1,300,000 at 4% or $866,667 at 6%; with 50% employer match about $866,667 at 4% or $577,778 at 6%; with 100% employer match about $650,000 at 4% or $433,333 at 6%.
201923$1,568,982$237,150$79,050iApproximate average salary by contribution assumption: employee only about $1,976,250 at 4% or $1,317,500 at 6%; with 50% employer match about $1,317,500 at 4% or $878,333 at 6%; with 100% employer match about $988,125 at 4% or $658,750 at 6%.
Chao & Company Ltd. 401K Savings Plan-3$1,240,442$78,050$26,017iApproximate average salary by contribution assumption: employee only about $650,417 at 4% or $433,611 at 6%; with 50% employer match about $433,611 at 4% or $289,074 at 6%; with 100% employer match about $325,208 at 4% or $216,806 at 6%.
EXPERIENTIAL WEALTH, INC. CASH BALANCE PLAN-3$328,540$159,100$53,033iApproximate average salary by contribution assumption: employee only about $1,325,833 at 4% or $883,889 at 6%; with 50% employer match about $883,889 at 4% or $589,259 at 6%; with 100% employer match about $662,917 at 4% or $441,944 at 6%.
201823$1,159,618$244,881$81,627iApproximate average salary by contribution assumption: employee only about $2,040,675 at 4% or $1,360,450 at 6%; with 50% employer match about $1,360,450 at 4% or $906,967 at 6%; with 100% employer match about $1,020,338 at 4% or $680,225 at 6%.
Chao & Company Ltd. 401K Savings Plan-3$1,006,770$92,033$30,678iApproximate average salary by contribution assumption: employee only about $766,942 at 4% or $511,294 at 6%; with 50% employer match about $511,294 at 4% or $340,863 at 6%; with 100% employer match about $383,471 at 4% or $255,647 at 6%.
CHAO & COMPANY, LTD CASH BALANCE PLAN-3$152,848$152,848$50,949iApproximate average salary by contribution assumption: employee only about $1,273,733 at 4% or $849,156 at 6%; with 50% employer match about $849,156 at 4% or $566,104 at 6%; with 100% employer match about $636,867 at 4% or $424,578 at 6%.
201713$921,949$58,336$19,445iApproximate average salary by contribution assumption: employee only about $486,133 at 4% or $324,089 at 6%; with 50% employer match about $324,089 at 4% or $216,059 at 6%; with 100% employer match about $243,067 at 4% or $162,044 at 6%.
Chao & Company Ltd. 401K Savings Plan-3$921,949$58,336$19,445iApproximate average salary by contribution assumption: employee only about $486,133 at 4% or $324,089 at 6%; with 50% employer match about $324,089 at 4% or $216,059 at 6%; with 100% employer match about $243,067 at 4% or $162,044 at 6%.
201613$747,769$63,228$21,076iApproximate average salary by contribution assumption: employee only about $526,900 at 4% or $351,267 at 6%; with 50% employer match about $351,267 at 4% or $234,178 at 6%; with 100% employer match about $263,450 at 4% or $175,633 at 6%.
Chao & Company Ltd. 401K Savings Plan-3$747,769$63,228$21,076iApproximate average salary by contribution assumption: employee only about $526,900 at 4% or $351,267 at 6%; with 50% employer match about $351,267 at 4% or $234,178 at 6%; with 100% employer match about $263,450 at 4% or $175,633 at 6%.
201513$626,982$64,860$21,620iApproximate average salary by contribution assumption: employee only about $540,500 at 4% or $360,333 at 6%; with 50% employer match about $360,333 at 4% or $240,222 at 6%; with 100% employer match about $270,250 at 4% or $180,167 at 6%.
Chao & Company Ltd. 401K Savings Plan-3$626,982$64,860$21,620iApproximate average salary by contribution assumption: employee only about $540,500 at 4% or $360,333 at 6%; with 50% employer match about $360,333 at 4% or $240,222 at 6%; with 100% employer match about $270,250 at 4% or $180,167 at 6%.
201413$568,685$64,969$21,656iApproximate average salary by contribution assumption: employee only about $541,408 at 4% or $360,939 at 6%; with 50% employer match about $360,939 at 4% or $240,626 at 6%; with 100% employer match about $270,704 at 4% or $180,469 at 6%.
Chao & Company Ltd. 401K Savings Plan-3$568,685$64,969$21,656iApproximate average salary by contribution assumption: employee only about $541,408 at 4% or $360,939 at 6%; with 50% employer match about $360,939 at 4% or $240,626 at 6%; with 100% employer match about $270,704 at 4% or $180,469 at 6%.
201313$466,893$54,059$18,020iApproximate average salary by contribution assumption: employee only about $450,492 at 4% or $300,328 at 6%; with 50% employer match about $300,328 at 4% or $200,219 at 6%; with 100% employer match about $225,246 at 4% or $150,164 at 6%.
Chao & Company Ltd. 401K Savings Plan-3$466,893$54,059$18,020iApproximate average salary by contribution assumption: employee only about $450,492 at 4% or $300,328 at 6%; with 50% employer match about $300,328 at 4% or $200,219 at 6%; with 100% employer match about $225,246 at 4% or $150,164 at 6%.
201213$358,663$52,634$17,545iApproximate average salary by contribution assumption: employee only about $438,617 at 4% or $292,411 at 6%; with 50% employer match about $292,411 at 4% or $194,941 at 6%; with 100% employer match about $219,308 at 4% or $146,206 at 6%.
Chao & Company Ltd. 401K Savings Plan-3$358,663$52,634$17,545iApproximate average salary by contribution assumption: employee only about $438,617 at 4% or $292,411 at 6%; with 50% employer match about $292,411 at 4% or $194,941 at 6%; with 100% employer match about $219,308 at 4% or $146,206 at 6%.
201114$313,514$67,961$16,990iApproximate average salary by contribution assumption: employee only about $424,756 at 4% or $283,171 at 6%; with 50% employer match about $283,171 at 4% or $188,781 at 6%; with 100% employer match about $212,378 at 4% or $141,585 at 6%.
Chao & Company Ltd. 401K Savings Plan-4$313,514$67,961$16,990iApproximate average salary by contribution assumption: employee only about $424,756 at 4% or $283,171 at 6%; with 50% employer match about $283,171 at 4% or $188,781 at 6%; with 100% employer match about $212,378 at 4% or $141,585 at 6%.
201013$243,878$42,929$14,310iApproximate average salary by contribution assumption: employee only about $357,742 at 4% or $238,494 at 6%; with 50% employer match about $238,494 at 4% or $158,996 at 6%; with 100% employer match about $178,871 at 4% or $119,247 at 6%.
Chao & Company Ltd. 401K Savings Plan-3$243,878$42,929$14,310iApproximate average salary by contribution assumption: employee only about $357,742 at 4% or $238,494 at 6%; with 50% employer match about $238,494 at 4% or $158,996 at 6%; with 100% employer match about $178,871 at 4% or $119,247 at 6%.
200914$200,359$36,277$9,069iApproximate average salary by contribution assumption: employee only about $226,731 at 4% or $151,154 at 6%; with 50% employer match about $151,154 at 4% or $100,769 at 6%; with 100% employer match about $113,366 at 4% or $75,577 at 6%.
Chao & Company Ltd. 401K Savings Plan-4$200,359$36,277$9,069iApproximate average salary by contribution assumption: employee only about $226,731 at 4% or $151,154 at 6%; with 50% employer match about $151,154 at 4% or $100,769 at 6%; with 100% employer match about $113,366 at 4% or $75,577 at 6%.
200814$145,255$49,467$12,367iApproximate average salary by contribution assumption: employee only about $309,169 at 4% or $206,113 at 6%; with 50% employer match about $206,113 at 4% or $137,408 at 6%; with 100% employer match about $154,584 at 4% or $103,056 at 6%.
Chao & Company Ltd. 401K Savings Plan-4$145,255$49,467$12,367iApproximate average salary by contribution assumption: employee only about $309,169 at 4% or $206,113 at 6%; with 50% employer match about $206,113 at 4% or $137,408 at 6%; with 100% employer match about $154,584 at 4% or $103,056 at 6%.
200714$140,464$53,842$13,461iApproximate average salary by contribution assumption: employee only about $336,513 at 4% or $224,342 at 6%; with 50% employer match about $224,342 at 4% or $149,561 at 6%; with 100% employer match about $168,256 at 4% or $112,171 at 6%.
Chao & Company Ltd. 401K Savings Plan-4$140,464$53,842$13,461iApproximate average salary by contribution assumption: employee only about $336,513 at 4% or $224,342 at 6%; with 50% employer match about $224,342 at 4% or $149,561 at 6%; with 100% employer match about $168,256 at 4% or $112,171 at 6%.
200614$82,274$81,093$20,273iApproximate average salary by contribution assumption: employee only about $506,831 at 4% or $337,888 at 6%; with 50% employer match about $337,888 at 4% or $225,258 at 6%; with 100% employer match about $253,416 at 4% or $168,944 at 6%.
Chao & Company Ltd. 401K Savings Plan-4$82,274$81,093$20,273iApproximate average salary by contribution assumption: employee only about $506,831 at 4% or $337,888 at 6%; with 50% employer match about $337,888 at 4% or $225,258 at 6%; with 100% employer match about $253,416 at 4% or $168,944 at 6%.