Civic Intelligence

Chaney & Associates Inc.

Plan context: Cai 401(K) Plan

EIN 52-1955601 • Potomac, MD • 21 filings • 4 plans

8508 White Post CourtPotomac, MD 20854
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,243,317

2024 Contributions

$15,628

Historical Graphs

Total Assets Over Time

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

$1,243,317$621,659$0200220162024YearValue
$1,243,317Latest year 2024

Participants Over Time

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

1050200220152024YearValue
5Latest 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
202415$1,243,317$15,628$3,126iApproximate average salary by contribution assumption: employee only about $78,140 at 4% or $52,093 at 6%; with 50% employer match about $52,093 at 4% or $34,729 at 6%; with 100% employer match about $39,070 at 4% or $26,047 at 6%.
Cai 401(K) Plan-5$1,243,317$15,628$3,126iApproximate average salary by contribution assumption: employee only about $78,140 at 4% or $52,093 at 6%; with 50% employer match about $52,093 at 4% or $34,729 at 6%; with 100% employer match about $39,070 at 4% or $26,047 at 6%.
202315$1,045,081$44,761$8,952iApproximate average salary by contribution assumption: employee only about $223,805 at 4% or $149,203 at 6%; with 50% employer match about $149,203 at 4% or $99,469 at 6%; with 100% employer match about $111,903 at 4% or $74,602 at 6%.
Cai 401(K) Plan-5$1,045,081$44,761$8,952iApproximate average salary by contribution assumption: employee only about $223,805 at 4% or $149,203 at 6%; with 50% employer match about $149,203 at 4% or $99,469 at 6%; with 100% employer match about $111,903 at 4% or $74,602 at 6%.
202215$822,135$32,915$6,583iApproximate average salary by contribution assumption: employee only about $164,575 at 4% or $109,717 at 6%; with 50% employer match about $109,717 at 4% or $73,144 at 6%; with 100% employer match about $82,288 at 4% or $54,858 at 6%.
Cai 401(K) Plan-5$822,135$32,915$6,583iApproximate average salary by contribution assumption: employee only about $164,575 at 4% or $109,717 at 6%; with 50% employer match about $109,717 at 4% or $73,144 at 6%; with 100% employer match about $82,288 at 4% or $54,858 at 6%.
202115$951,355$40,745$8,149iApproximate average salary by contribution assumption: employee only about $203,725 at 4% or $135,817 at 6%; with 50% employer match about $135,817 at 4% or $90,544 at 6%; with 100% employer match about $101,863 at 4% or $67,908 at 6%.
Cai 401(K) Plan-5$951,355$40,745$8,149iApproximate average salary by contribution assumption: employee only about $203,725 at 4% or $135,817 at 6%; with 50% employer match about $135,817 at 4% or $90,544 at 6%; with 100% employer match about $101,863 at 4% or $67,908 at 6%.
202017$948,581$36,116$5,159iApproximate average salary by contribution assumption: employee only about $128,986 at 4% or $85,990 at 6%; with 50% employer match about $85,990 at 4% or $57,327 at 6%; with 100% employer match about $64,493 at 4% or $42,995 at 6%.
Cai 401(K) Plan-7$948,581$36,116$5,159iApproximate average salary by contribution assumption: employee only about $128,986 at 4% or $85,990 at 6%; with 50% employer match about $85,990 at 4% or $57,327 at 6%; with 100% employer match about $64,493 at 4% or $42,995 at 6%.
201917$796,643$33,908$4,844iApproximate average salary by contribution assumption: employee only about $121,100 at 4% or $80,733 at 6%; with 50% employer match about $80,733 at 4% or $53,822 at 6%; with 100% employer match about $60,550 at 4% or $40,367 at 6%.
Cai 401(K) Plan-7$796,643$33,908$4,844iApproximate average salary by contribution assumption: employee only about $121,100 at 4% or $80,733 at 6%; with 50% employer match about $80,733 at 4% or $53,822 at 6%; with 100% employer match about $60,550 at 4% or $40,367 at 6%.
201818$667,069$46,967$5,871iApproximate average salary by contribution assumption: employee only about $146,772 at 4% or $97,848 at 6%; with 50% employer match about $97,848 at 4% or $65,232 at 6%; with 100% employer match about $73,386 at 4% or $48,924 at 6%.
Cai 401(K) Plan-8$667,069$46,967$5,871iApproximate average salary by contribution assumption: employee only about $146,772 at 4% or $97,848 at 6%; with 50% employer match about $97,848 at 4% or $65,232 at 6%; with 100% employer match about $73,386 at 4% or $48,924 at 6%.
201718$671,259$75,266$9,408iApproximate average salary by contribution assumption: employee only about $235,206 at 4% or $156,804 at 6%; with 50% employer match about $156,804 at 4% or $104,536 at 6%; with 100% employer match about $117,603 at 4% or $78,402 at 6%.
Cai 401(K) Plan-8$671,259$75,266$9,408iApproximate average salary by contribution assumption: employee only about $235,206 at 4% or $156,804 at 6%; with 50% employer match about $156,804 at 4% or $104,536 at 6%; with 100% employer match about $117,603 at 4% or $78,402 at 6%.
201618$506,300$71,855$8,982iApproximate average salary by contribution assumption: employee only about $224,547 at 4% or $149,698 at 6%; with 50% employer match about $149,698 at 4% or $99,799 at 6%; with 100% employer match about $112,273 at 4% or $74,849 at 6%.
Cai 401(K) Plan-8$506,300$71,855$8,982iApproximate average salary by contribution assumption: employee only about $224,547 at 4% or $149,698 at 6%; with 50% employer match about $149,698 at 4% or $99,799 at 6%; with 100% employer match about $112,273 at 4% or $74,849 at 6%.
201519$402,683$46,585$5,176iApproximate average salary by contribution assumption: employee only about $129,403 at 4% or $86,269 at 6%; with 50% employer match about $86,269 at 4% or $57,512 at 6%; with 100% employer match about $64,701 at 4% or $43,134 at 6%.
Cai 401(K) Plan-9$402,683$46,585$5,176iApproximate average salary by contribution assumption: employee only about $129,403 at 4% or $86,269 at 6%; with 50% employer match about $86,269 at 4% or $57,512 at 6%; with 100% employer match about $64,701 at 4% or $43,134 at 6%.
201417$379,722$42,884$6,126iApproximate average salary by contribution assumption: employee only about $153,157 at 4% or $102,105 at 6%; with 50% employer match about $102,105 at 4% or $68,070 at 6%; with 100% employer match about $76,579 at 4% or $51,052 at 6%.
Cai 401(K) Plan-7$379,722$42,884$6,126iApproximate average salary by contribution assumption: employee only about $153,157 at 4% or $102,105 at 6%; with 50% employer match about $102,105 at 4% or $68,070 at 6%; with 100% employer match about $76,579 at 4% or $51,052 at 6%.
201317$329,688$49,615$7,088iApproximate average salary by contribution assumption: employee only about $177,196 at 4% or $118,131 at 6%; with 50% employer match about $118,131 at 4% or $78,754 at 6%; with 100% employer match about $88,598 at 4% or $59,065 at 6%.
Cai 401(K) Plan-7$329,688$49,615$7,088iApproximate average salary by contribution assumption: employee only about $177,196 at 4% or $118,131 at 6%; with 50% employer match about $118,131 at 4% or $78,754 at 6%; with 100% employer match about $88,598 at 4% or $59,065 at 6%.
201216$242,525$49,051$8,175iApproximate average salary by contribution assumption: employee only about $204,379 at 4% or $136,253 at 6%; with 50% employer match about $136,253 at 4% or $90,835 at 6%; with 100% employer match about $102,190 at 4% or $68,126 at 6%.
Cai 401(K) Plan-6$242,525$49,051$8,175iApproximate average salary by contribution assumption: employee only about $204,379 at 4% or $136,253 at 6%; with 50% employer match about $136,253 at 4% or $90,835 at 6%; with 100% employer match about $102,190 at 4% or $68,126 at 6%.
201117$198,600$36,476$5,211iApproximate average salary by contribution assumption: employee only about $130,271 at 4% or $86,848 at 6%; with 50% employer match about $86,848 at 4% or $57,898 at 6%; with 100% employer match about $65,136 at 4% or $43,424 at 6%.
Cai 401(K) Plan-7$198,600$36,476$5,211iApproximate average salary by contribution assumption: employee only about $130,271 at 4% or $86,848 at 6%; with 50% employer match about $86,848 at 4% or $57,898 at 6%; with 100% employer match about $65,136 at 4% or $43,424 at 6%.
201017$208,829$39,264$5,609iApproximate average salary by contribution assumption: employee only about $140,229 at 4% or $93,486 at 6%; with 50% employer match about $93,486 at 4% or $62,324 at 6%; with 100% employer match about $70,114 at 4% or $46,743 at 6%.
Cai 401(K) Plan-7$208,829$39,264$5,609iApproximate average salary by contribution assumption: employee only about $140,229 at 4% or $93,486 at 6%; with 50% employer match about $93,486 at 4% or $62,324 at 6%; with 100% employer match about $70,114 at 4% or $46,743 at 6%.
200919$164,594$48,120$5,347iApproximate average salary by contribution assumption: employee only about $133,667 at 4% or $89,111 at 6%; with 50% employer match about $89,111 at 4% or $59,407 at 6%; with 100% employer match about $66,833 at 4% or $44,556 at 6%.
Cai 401(K) Plan-9$164,594$48,120$5,347iApproximate average salary by contribution assumption: employee only about $133,667 at 4% or $89,111 at 6%; with 50% employer match about $89,111 at 4% or $59,407 at 6%; with 100% employer match about $66,833 at 4% or $44,556 at 6%.
2008110$102,586$75,659$7,566iApproximate average salary by contribution assumption: employee only about $189,148 at 4% or $126,098 at 6%; with 50% employer match about $126,098 at 4% or $84,066 at 6%; with 100% employer match about $94,574 at 4% or $63,049 at 6%.
Cai 401(K) Plan-10$102,586$75,659$7,566iApproximate average salary by contribution assumption: employee only about $189,148 at 4% or $126,098 at 6%; with 50% employer match about $126,098 at 4% or $84,066 at 6%; with 100% employer match about $94,574 at 4% or $63,049 at 6%.
200718$0$0-
Cai 401(K) Plan-8---
200615$0$0-
Cai 401(K) Plan-5---
200223$109,686$10,812$3,604iApproximate average salary by contribution assumption: employee only about $90,100 at 4% or $60,067 at 6%; with 50% employer match about $60,067 at 4% or $40,044 at 6%; with 100% employer match about $45,050 at 4% or $30,033 at 6%.
Cai 401(K) Plan-3$66,002$10,812$3,604iApproximate average salary by contribution assumption: employee only about $90,100 at 4% or $60,067 at 6%; with 50% employer match about $60,067 at 4% or $40,044 at 6%; with 100% employer match about $45,050 at 4% or $30,033 at 6%.
CHANEY & ASSOCIATES PROFIT SHARING PLAN-3$43,684--