Civic Intelligence

Chao and Associates

Plan context: Chao & Associates Inc. Retirement Plan

EIN 57-0848493 • Columbia, SC • 40 filings • 7 plans

7 Clusters CourtColumbia, SC 29210
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$5,224,207

2024 Contributions

$123,821

Historical Graphs

Total Assets Over Time

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

$7,469,977$3,734,989$0199920132024YearValue
$5,224,207Latest year 2024

Participants Over Time

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

26130199920122024YearValue
22Latest 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
2024122$5,224,207$123,821$5,628iApproximate average salary by contribution assumption: employee only about $140,706 at 4% or $93,804 at 6%; with 50% employer match about $93,804 at 4% or $62,536 at 6%; with 100% employer match about $70,353 at 4% or $46,902 at 6%.
Chao & Associates Inc. Retirement Plan-22$5,224,207$123,821$5,628iApproximate average salary by contribution assumption: employee only about $140,706 at 4% or $93,804 at 6%; with 50% employer match about $93,804 at 4% or $62,536 at 6%; with 100% employer match about $70,353 at 4% or $46,902 at 6%.
2023124$4,709,864$208,167$8,674iApproximate average salary by contribution assumption: employee only about $216,841 at 4% or $144,560 at 6%; with 50% employer match about $144,560 at 4% or $96,374 at 6%; with 100% employer match about $108,420 at 4% or $72,280 at 6%.
Chao & Associates Inc. Retirement Plan-24$4,709,864$208,167$8,674iApproximate average salary by contribution assumption: employee only about $216,841 at 4% or $144,560 at 6%; with 50% employer match about $144,560 at 4% or $96,374 at 6%; with 100% employer match about $108,420 at 4% or $72,280 at 6%.
2022222$4,092,883$356,244$16,193iApproximate average salary by contribution assumption: employee only about $404,823 at 4% or $269,882 at 6%; with 50% employer match about $269,882 at 4% or $179,921 at 6%; with 100% employer match about $202,411 at 4% or $134,941 at 6%.
Chao & Associates Inc. Retirement Plan-22$4,091,843$356,244$16,193iApproximate average salary by contribution assumption: employee only about $404,823 at 4% or $269,882 at 6%; with 50% employer match about $269,882 at 4% or $179,921 at 6%; with 100% employer match about $202,411 at 4% or $134,941 at 6%.
Chao & Associates Inc Cash Balance Pension Plan-1$1,040--
2021224$6,102,716$178,613$7,442iApproximate average salary by contribution assumption: employee only about $186,055 at 4% or $124,037 at 6%; with 50% employer match about $124,037 at 4% or $82,691 at 6%; with 100% employer match about $93,028 at 4% or $62,018 at 6%.
Chao & Associates Inc. Retirement Plan-15$4,073,841$178,613$11,908iApproximate average salary by contribution assumption: employee only about $297,688 at 4% or $198,459 at 6%; with 50% employer match about $198,459 at 4% or $132,306 at 6%; with 100% employer match about $148,844 at 4% or $99,229 at 6%.
Chao & Associates Inc Cash Balance Pension Plan-24$2,028,875--
2020225$5,631,533$240,691$9,628iApproximate average salary by contribution assumption: employee only about $240,691 at 4% or $160,461 at 6%; with 50% employer match about $160,461 at 4% or $106,974 at 6%; with 100% employer match about $120,345 at 4% or $80,230 at 6%.
Chao & Associates Inc. Retirement Plan-20$3,754,606$240,691$12,035iApproximate average salary by contribution assumption: employee only about $300,864 at 4% or $200,576 at 6%; with 50% employer match about $200,576 at 4% or $133,717 at 6%; with 100% employer match about $150,432 at 4% or $100,288 at 6%.
Chao & Associates Inc Cash Balance Pension Plan-25$1,876,927$0-
2019225$4,982,439$487,839$19,514iApproximate average salary by contribution assumption: employee only about $487,839 at 4% or $325,226 at 6%; with 50% employer match about $325,226 at 4% or $216,817 at 6%; with 100% employer match about $243,920 at 4% or $162,613 at 6%.
Chao & Associates Inc. Retirement Plan-21$3,296,636$205,501$9,786iApproximate average salary by contribution assumption: employee only about $244,644 at 4% or $163,096 at 6%; with 50% employer match about $163,096 at 4% or $108,731 at 6%; with 100% employer match about $122,322 at 4% or $81,548 at 6%.
Chao & Associates Inc Cash Balance Pension Plan-25$1,685,803$282,338$11,294iApproximate average salary by contribution assumption: employee only about $282,338 at 4% or $188,225 at 6%; with 50% employer match about $188,225 at 4% or $125,484 at 6%; with 100% employer match about $141,169 at 4% or $94,113 at 6%.
2018224$7,469,977$988,581$41,191iApproximate average salary by contribution assumption: employee only about $1,029,772 at 4% or $686,515 at 6%; with 50% employer match about $686,515 at 4% or $457,676 at 6%; with 100% employer match about $514,886 at 4% or $343,257 at 6%.
Chao & Associates Inc Cash Balance Pension Plan-23$4,738,006$800,000$34,783iApproximate average salary by contribution assumption: employee only about $869,565 at 4% or $579,710 at 6%; with 50% employer match about $579,710 at 4% or $386,473 at 6%; with 100% employer match about $434,783 at 4% or $289,855 at 6%.
Chao & Associates Inc. Retirement Plan-24$2,731,971$188,581$7,858iApproximate average salary by contribution assumption: employee only about $196,439 at 4% or $130,959 at 6%; with 50% employer match about $130,959 at 4% or $87,306 at 6%; with 100% employer match about $98,219 at 4% or $65,480 at 6%.
2017221$6,453,364$734,070$34,956iApproximate average salary by contribution assumption: employee only about $873,893 at 4% or $582,595 at 6%; with 50% employer match about $582,595 at 4% or $388,397 at 6%; with 100% employer match about $436,946 at 4% or $291,298 at 6%.
Chao & Associates Inc Cash Balance Pension Plan-18$3,710,361$547,419$30,412iApproximate average salary by contribution assumption: employee only about $760,304 at 4% or $506,869 at 6%; with 50% employer match about $506,869 at 4% or $337,913 at 6%; with 100% employer match about $380,152 at 4% or $253,435 at 6%.
Chao & Associates Inc. Retirement Plan-21$2,743,003$186,651$8,888iApproximate average salary by contribution assumption: employee only about $222,204 at 4% or $148,136 at 6%; with 50% employer match about $148,136 at 4% or $98,757 at 6%; with 100% employer match about $111,102 at 4% or $74,068 at 6%.
2016224$5,021,296$485,502$20,229iApproximate average salary by contribution assumption: employee only about $505,731 at 4% or $337,154 at 6%; with 50% employer match about $337,154 at 4% or $224,769 at 6%; with 100% employer match about $252,866 at 4% or $168,577 at 6%.
Chao & Associates Inc Cash Balance Pension Plan-19$2,779,525$297,899$15,679iApproximate average salary by contribution assumption: employee only about $391,972 at 4% or $261,315 at 6%; with 50% employer match about $261,315 at 4% or $174,210 at 6%; with 100% employer match about $195,986 at 4% or $130,657 at 6%.
Chao & Associates Inc. Retirement Plan-24$2,241,771$187,603$7,817iApproximate average salary by contribution assumption: employee only about $195,420 at 4% or $130,280 at 6%; with 50% employer match about $130,280 at 4% or $86,853 at 6%; with 100% employer match about $97,710 at 4% or $65,140 at 6%.
2015225$4,277,488$1,058,836$42,353iApproximate average salary by contribution assumption: employee only about $1,058,836 at 4% or $705,891 at 6%; with 50% employer match about $705,891 at 4% or $470,594 at 6%; with 100% employer match about $529,418 at 4% or $352,945 at 6%.
Chao & Associates Inc Cash Balance Pension Plan-15$2,357,171$867,768$57,851iApproximate average salary by contribution assumption: employee only about $1,446,280 at 4% or $964,187 at 6%; with 50% employer match about $964,187 at 4% or $642,791 at 6%; with 100% employer match about $723,140 at 4% or $482,093 at 6%.
Chao & Associates Inc. Retirement Plan-25$1,920,317$191,068$7,643iApproximate average salary by contribution assumption: employee only about $191,068 at 4% or $127,379 at 6%; with 50% employer match about $127,379 at 4% or $84,919 at 6%; with 100% employer match about $95,534 at 4% or $63,689 at 6%.
2014226$3,506,346$557,189$21,430iApproximate average salary by contribution assumption: employee only about $535,759 at 4% or $357,172 at 6%; with 50% employer match about $357,172 at 4% or $238,115 at 6%; with 100% employer match about $267,879 at 4% or $178,586 at 6%.
Chao & Associates Inc. Retirement Plan-26$1,999,160$224,993$8,654iApproximate average salary by contribution assumption: employee only about $216,339 at 4% or $144,226 at 6%; with 50% employer match about $144,226 at 4% or $96,151 at 6%; with 100% employer match about $108,170 at 4% or $72,113 at 6%.
Chao & Associates Inc Cash Balance Pension Plan-14$1,507,186$332,196$23,728iApproximate average salary by contribution assumption: employee only about $593,207 at 4% or $395,471 at 6%; with 50% employer match about $395,471 at 4% or $263,648 at 6%; with 100% employer match about $296,604 at 4% or $197,736 at 6%.
2013224$2,880,872$443,558$18,482iApproximate average salary by contribution assumption: employee only about $462,040 at 4% or $308,026 at 6%; with 50% employer match about $308,026 at 4% or $205,351 at 6%; with 100% employer match about $231,020 at 4% or $154,013 at 6%.
Chao & Associates Inc. Retirement Plan-24$1,690,021$151,238$6,302iApproximate average salary by contribution assumption: employee only about $157,540 at 4% or $105,026 at 6%; with 50% employer match about $105,026 at 4% or $70,018 at 6%; with 100% employer match about $78,770 at 4% or $52,513 at 6%.
Chao & Associates Inc Cash Balance Pension Plan-15$1,190,851$292,320$19,488iApproximate average salary by contribution assumption: employee only about $487,200 at 4% or $324,800 at 6%; with 50% employer match about $324,800 at 4% or $216,533 at 6%; with 100% employer match about $243,600 at 4% or $162,400 at 6%.
2012222$2,214,123$355,098$16,141iApproximate average salary by contribution assumption: employee only about $403,520 at 4% or $269,014 at 6%; with 50% employer match about $269,014 at 4% or $179,342 at 6%; with 100% employer match about $201,760 at 4% or $134,507 at 6%.
Chao & Associates Inc. Retirement Plan-22$1,366,681$102,039$4,638iApproximate average salary by contribution assumption: employee only about $115,953 at 4% or $77,302 at 6%; with 50% employer match about $77,302 at 4% or $51,535 at 6%; with 100% employer match about $57,977 at 4% or $38,651 at 6%.
Chao & Associates Inc. Retirement Plan-16$847,442$253,059$15,816iApproximate average salary by contribution assumption: employee only about $395,405 at 4% or $263,603 at 6%; with 50% employer match about $263,603 at 4% or $175,735 at 6%; with 100% employer match about $197,702 at 4% or $131,802 at 6%.
2011221$1,822,287$461,073$21,956iApproximate average salary by contribution assumption: employee only about $548,896 at 4% or $365,931 at 6%; with 50% employer match about $365,931 at 4% or $243,954 at 6%; with 100% employer match about $274,448 at 4% or $182,965 at 6%.
Chao & Associates Inc. Retirement Plan-21$1,235,645$154,409$7,353iApproximate average salary by contribution assumption: employee only about $183,820 at 4% or $122,547 at 6%; with 50% employer match about $122,547 at 4% or $81,698 at 6%; with 100% employer match about $91,910 at 4% or $61,273 at 6%.
Chao & Associates Inc. Retirement Plan-13$586,642$306,664$23,590iApproximate average salary by contribution assumption: employee only about $589,738 at 4% or $393,159 at 6%; with 50% employer match about $393,159 at 4% or $262,106 at 6%; with 100% employer match about $294,869 at 4% or $196,579 at 6%.
2010218$1,401,951$332,430$18,468iApproximate average salary by contribution assumption: employee only about $461,708 at 4% or $307,806 at 6%; with 50% employer match about $307,806 at 4% or $205,204 at 6%; with 100% employer match about $230,854 at 4% or $153,903 at 6%.
Chao & Associates Inc. Retirement Plan-18$1,180,328$110,807$6,156iApproximate average salary by contribution assumption: employee only about $153,899 at 4% or $102,599 at 6%; with 50% employer match about $102,599 at 4% or $68,399 at 6%; with 100% employer match about $76,949 at 4% or $51,300 at 6%.
Chao & Associates Inc. Retirement Plan-12$221,623$221,623$18,469iApproximate average salary by contribution assumption: employee only about $461,715 at 4% or $307,810 at 6%; with 50% employer match about $307,810 at 4% or $205,206 at 6%; with 100% employer match about $230,857 at 4% or $153,905 at 6%.
2009118$961,541$143,383$7,966iApproximate average salary by contribution assumption: employee only about $199,143 at 4% or $132,762 at 6%; with 50% employer match about $132,762 at 4% or $88,508 at 6%; with 100% employer match about $99,572 at 4% or $66,381 at 6%.
Chao & Associates Inc. Retirement Plan-18$961,541$143,383$7,966iApproximate average salary by contribution assumption: employee only about $199,143 at 4% or $132,762 at 6%; with 50% employer match about $132,762 at 4% or $88,508 at 6%; with 100% employer match about $99,572 at 4% or $66,381 at 6%.
2008112$652,578$134,994$11,250iApproximate average salary by contribution assumption: employee only about $281,238 at 4% or $187,492 at 6%; with 50% employer match about $187,492 at 4% or $124,994 at 6%; with 100% employer match about $140,619 at 4% or $93,746 at 6%.
Chao & Associates Inc. Retirement Plan-12$652,578$134,994$11,250iApproximate average salary by contribution assumption: employee only about $281,238 at 4% or $187,492 at 6%; with 50% employer match about $187,492 at 4% or $124,994 at 6%; with 100% employer match about $140,619 at 4% or $93,746 at 6%.
2007111$0$0-
Chao & Associates Inc. Retirement Plan-11---
2006110$655,305$158,849$15,885iApproximate average salary by contribution assumption: employee only about $397,123 at 4% or $264,748 at 6%; with 50% employer match about $264,748 at 4% or $176,499 at 6%; with 100% employer match about $198,561 at 4% or $132,374 at 6%.
Chao & Associates Inc. Retirement Plan-10$655,305$158,849$15,885iApproximate average salary by contribution assumption: employee only about $397,123 at 4% or $264,748 at 6%; with 50% employer match about $264,748 at 4% or $176,499 at 6%; with 100% employer match about $198,561 at 4% or $132,374 at 6%.
2005110$466,104$122,387$12,239iApproximate average salary by contribution assumption: employee only about $305,968 at 4% or $203,978 at 6%; with 50% employer match about $203,978 at 4% or $135,986 at 6%; with 100% employer match about $152,984 at 4% or $101,989 at 6%.
Chao & Associates Inc. Retirement Plan-10$466,104$122,387$12,239iApproximate average salary by contribution assumption: employee only about $305,968 at 4% or $203,978 at 6%; with 50% employer match about $203,978 at 4% or $135,986 at 6%; with 100% employer match about $152,984 at 4% or $101,989 at 6%.
200417$370,650$96,598$13,800iApproximate average salary by contribution assumption: employee only about $344,993 at 4% or $229,995 at 6%; with 50% employer match about $229,995 at 4% or $153,330 at 6%; with 100% employer match about $172,496 at 4% or $114,998 at 6%.
Chao & Associates Inc. Retirement Plan-7$370,650$96,598$13,800iApproximate average salary by contribution assumption: employee only about $344,993 at 4% or $229,995 at 6%; with 50% employer match about $229,995 at 4% or $153,330 at 6%; with 100% employer match about $172,496 at 4% or $114,998 at 6%.
200317$253,958$104,422$14,917iApproximate average salary by contribution assumption: employee only about $372,936 at 4% or $248,624 at 6%; with 50% employer match about $248,624 at 4% or $165,749 at 6%; with 100% employer match about $186,468 at 4% or $124,312 at 6%.
Chao & Associates Inc. Retirement Plan-7$253,958$104,422$14,917iApproximate average salary by contribution assumption: employee only about $372,936 at 4% or $248,624 at 6%; with 50% employer match about $248,624 at 4% or $165,749 at 6%; with 100% employer match about $186,468 at 4% or $124,312 at 6%.
200226$0$0-
Chao & Associates Inc. Retirement Plan-6---
Chao and Associates Money Purchase Plan-0---
200116$42,042$14,583$2,431iApproximate average salary by contribution assumption: employee only about $60,763 at 4% or $40,508 at 6%; with 50% employer match about $40,508 at 4% or $27,006 at 6%; with 100% employer match about $30,381 at 4% or $20,254 at 6%.
Chao and Associates Money Purchase Plan-6$42,042$14,583$2,431iApproximate average salary by contribution assumption: employee only about $60,763 at 4% or $40,508 at 6%; with 50% employer match about $40,508 at 4% or $27,006 at 6%; with 100% employer match about $30,381 at 4% or $20,254 at 6%.
200014$33,689$11,159$2,790iApproximate average salary by contribution assumption: employee only about $69,744 at 4% or $46,496 at 6%; with 50% employer match about $46,496 at 4% or $30,997 at 6%; with 100% employer match about $34,872 at 4% or $23,248 at 6%.
Chao and Associates Money Purchase Plan-4$33,689$11,159$2,790iApproximate average salary by contribution assumption: employee only about $69,744 at 4% or $46,496 at 6%; with 50% employer match about $46,496 at 4% or $30,997 at 6%; with 100% employer match about $34,872 at 4% or $23,248 at 6%.
199915$27,998$13,905$2,781iApproximate average salary by contribution assumption: employee only about $69,525 at 4% or $46,350 at 6%; with 50% employer match about $46,350 at 4% or $30,900 at 6%; with 100% employer match about $34,763 at 4% or $23,175 at 6%.
Chao and Associates Money Purchase Plan-5$27,998$13,905$2,781iApproximate average salary by contribution assumption: employee only about $69,525 at 4% or $46,350 at 6%; with 50% employer match about $46,350 at 4% or $30,900 at 6%; with 100% employer match about $34,763 at 4% or $23,175 at 6%.