Chappell and Smith Mp
Plan context: Chappell and Smith Pa Retirement Plan
EIN 57-0974120 • Columbia, SC • 29 filings • 8 plans
Current Snapshot
Latest Year
2022
2022 Participants
25
2022 Assets
$5,080,031
2022 Contributions
$253,273
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 25 | $5,080,031 | $253,273 | $10,131iApproximate average salary by contribution assumption: employee only about $253,273 at 4% or $168,849 at 6%; with 50% employer match about $168,849 at 4% or $112,566 at 6%; with 100% employer match about $126,637 at 4% or $84,424 at 6%. |
| Chappell and Smith Pa Retirement Plan | - | 25 | $5,080,031 | $253,273 | $10,131iApproximate average salary by contribution assumption: employee only about $253,273 at 4% or $168,849 at 6%; with 50% employer match about $168,849 at 4% or $112,566 at 6%; with 100% employer match about $126,637 at 4% or $84,424 at 6%. |
| 2021 | 1 | 36 | $5,061,701 | $272,308 | $7,564iApproximate average salary by contribution assumption: employee only about $189,103 at 4% or $126,069 at 6%; with 50% employer match about $126,069 at 4% or $84,046 at 6%; with 100% employer match about $94,551 at 4% or $63,034 at 6%. |
| Chappell and Smith Pa Retirement Plan | - | 36 | $5,061,701 | $272,308 | $7,564iApproximate average salary by contribution assumption: employee only about $189,103 at 4% or $126,069 at 6%; with 50% employer match about $126,069 at 4% or $84,046 at 6%; with 100% employer match about $94,551 at 4% or $63,034 at 6%. |
| 2020 | 1 | 36 | $4,583,876 | $248,761 | $6,910iApproximate average salary by contribution assumption: employee only about $172,751 at 4% or $115,167 at 6%; with 50% employer match about $115,167 at 4% or $76,778 at 6%; with 100% employer match about $86,375 at 4% or $57,584 at 6%. |
| Chappell and Smith Pa Retirement Plan | - | 36 | $4,583,876 | $248,761 | $6,910iApproximate average salary by contribution assumption: employee only about $172,751 at 4% or $115,167 at 6%; with 50% employer match about $115,167 at 4% or $76,778 at 6%; with 100% employer match about $86,375 at 4% or $57,584 at 6%. |
| 2019 | 1 | 27 | $3,974,260 | $220,019 | $8,149iApproximate average salary by contribution assumption: employee only about $203,721 at 4% or $135,814 at 6%; with 50% employer match about $135,814 at 4% or $90,543 at 6%; with 100% employer match about $101,861 at 4% or $67,907 at 6%. |
| Chappell and Smith Pa Retirement Plan | - | 27 | $3,974,260 | $220,019 | $8,149iApproximate average salary by contribution assumption: employee only about $203,721 at 4% or $135,814 at 6%; with 50% employer match about $135,814 at 4% or $90,543 at 6%; with 100% employer match about $101,861 at 4% or $67,907 at 6%. |
| 2018 | 1 | 24 | $3,286,204 | $572,320 | $23,847iApproximate average salary by contribution assumption: employee only about $596,167 at 4% or $397,444 at 6%; with 50% employer match about $397,444 at 4% or $264,963 at 6%; with 100% employer match about $298,083 at 4% or $198,722 at 6%. |
| Chappell and Smith Pa Retirement Plan | - | 24 | $3,286,204 | $572,320 | $23,847iApproximate average salary by contribution assumption: employee only about $596,167 at 4% or $397,444 at 6%; with 50% employer match about $397,444 at 4% or $264,963 at 6%; with 100% employer match about $298,083 at 4% or $198,722 at 6%. |
| 2017 | 1 | 31 | $2,836,058 | $146,884 | $4,738iApproximate average salary by contribution assumption: employee only about $118,455 at 4% or $78,970 at 6%; with 50% employer match about $78,970 at 4% or $52,647 at 6%; with 100% employer match about $59,227 at 4% or $39,485 at 6%. |
| Chappell and Smith Pa Retirement Plan | - | 31 | $2,836,058 | $146,884 | $4,738iApproximate average salary by contribution assumption: employee only about $118,455 at 4% or $78,970 at 6%; with 50% employer match about $78,970 at 4% or $52,647 at 6%; with 100% employer match about $59,227 at 4% or $39,485 at 6%. |
| 2016 | 1 | 37 | $2,485,040 | $95,856 | $2,591iApproximate average salary by contribution assumption: employee only about $64,768 at 4% or $43,178 at 6%; with 50% employer match about $43,178 at 4% or $28,786 at 6%; with 100% employer match about $32,384 at 4% or $21,589 at 6%. |
| Chappell and Smith Pa Retirement Plan | - | 37 | $2,485,040 | $95,856 | $2,591iApproximate average salary by contribution assumption: employee only about $64,768 at 4% or $43,178 at 6%; with 50% employer match about $43,178 at 4% or $28,786 at 6%; with 100% employer match about $32,384 at 4% or $21,589 at 6%. |
| 2015 | 1 | 13 | $2,357,181 | $93,070 | $7,159iApproximate average salary by contribution assumption: employee only about $178,981 at 4% or $119,321 at 6%; with 50% employer match about $119,321 at 4% or $79,547 at 6%; with 100% employer match about $89,490 at 4% or $59,660 at 6%. |
| Chappell and Smith Pa Retirement Plan | - | 13 | $2,357,181 | $93,070 | $7,159iApproximate average salary by contribution assumption: employee only about $178,981 at 4% or $119,321 at 6%; with 50% employer match about $119,321 at 4% or $79,547 at 6%; with 100% employer match about $89,490 at 4% or $59,660 at 6%. |
| 2014 | 1 | 16 | $2,360,416 | $79,252 | $4,953iApproximate average salary by contribution assumption: employee only about $123,831 at 4% or $82,554 at 6%; with 50% employer match about $82,554 at 4% or $55,036 at 6%; with 100% employer match about $61,916 at 4% or $41,277 at 6%. |
| Chappell and Smith Pa Retirement Plan | - | 16 | $2,360,416 | $79,252 | $4,953iApproximate average salary by contribution assumption: employee only about $123,831 at 4% or $82,554 at 6%; with 50% employer match about $82,554 at 4% or $55,036 at 6%; with 100% employer match about $61,916 at 4% or $41,277 at 6%. |
| 2013 | 1 | 17 | $2,181,938 | $160,435 | $9,437iApproximate average salary by contribution assumption: employee only about $235,934 at 4% or $157,289 at 6%; with 50% employer match about $157,289 at 4% or $104,859 at 6%; with 100% employer match about $117,967 at 4% or $78,645 at 6%. |
| Chappell and Smith Pa Retirement Plan | - | 17 | $2,181,938 | $160,435 | $9,437iApproximate average salary by contribution assumption: employee only about $235,934 at 4% or $157,289 at 6%; with 50% employer match about $157,289 at 4% or $104,859 at 6%; with 100% employer match about $117,967 at 4% or $78,645 at 6%. |
| 2012 | 1 | 17 | $1,935,535 | $280,905 | $16,524iApproximate average salary by contribution assumption: employee only about $413,096 at 4% or $275,397 at 6%; with 50% employer match about $275,397 at 4% or $183,598 at 6%; with 100% employer match about $206,548 at 4% or $137,699 at 6%. |
| Chappell and Smith Pa Retirement Plan | - | 17 | $1,935,535 | $280,905 | $16,524iApproximate average salary by contribution assumption: employee only about $413,096 at 4% or $275,397 at 6%; with 50% employer match about $275,397 at 4% or $183,598 at 6%; with 100% employer match about $206,548 at 4% or $137,699 at 6%. |
| 2011 | 1 | 20 | $1,547,524 | $320,097 | $16,005iApproximate average salary by contribution assumption: employee only about $400,121 at 4% or $266,748 at 6%; with 50% employer match about $266,748 at 4% or $177,832 at 6%; with 100% employer match about $200,061 at 4% or $133,374 at 6%. |
| Chappell and Smith Pa Retirement Plan | - | 20 | $1,547,524 | $320,097 | $16,005iApproximate average salary by contribution assumption: employee only about $400,121 at 4% or $266,748 at 6%; with 50% employer match about $266,748 at 4% or $177,832 at 6%; with 100% employer match about $200,061 at 4% or $133,374 at 6%. |
| 2010 | 1 | 21 | $1,498,505 | $49,198 | $2,343iApproximate average salary by contribution assumption: employee only about $58,569 at 4% or $39,046 at 6%; with 50% employer match about $39,046 at 4% or $26,031 at 6%; with 100% employer match about $29,285 at 4% or $19,523 at 6%. |
| Chappell and Smith Pa Retirement Plan | - | 21 | $1,498,505 | $49,198 | $2,343iApproximate average salary by contribution assumption: employee only about $58,569 at 4% or $39,046 at 6%; with 50% employer match about $39,046 at 4% or $26,031 at 6%; with 100% employer match about $29,285 at 4% or $19,523 at 6%. |
| 2009 | 1 | 20 | $1,818,118 | $96,058 | $4,803iApproximate average salary by contribution assumption: employee only about $120,072 at 4% or $80,048 at 6%; with 50% employer match about $80,048 at 4% or $53,366 at 6%; with 100% employer match about $60,036 at 4% or $40,024 at 6%. |
| Chappell and Smith Pa Retirement Plan | - | 20 | $1,818,118 | $96,058 | $4,803iApproximate average salary by contribution assumption: employee only about $120,072 at 4% or $80,048 at 6%; with 50% employer match about $80,048 at 4% or $53,366 at 6%; with 100% employer match about $60,036 at 4% or $40,024 at 6%. |
| 2008 | 1 | 19 | $0 | $0 | - |
| Chappell and Smith Pa Retirement Plan | - | 19 | - | - | - |
| 2007 | 1 | 20 | $0 | $0 | - |
| Chappell and Smith Pa Retirement Plan | - | 20 | - | - | - |
| 2006 | 1 | 17 | $2,072,128 | $225,745 | $13,279iApproximate average salary by contribution assumption: employee only about $331,978 at 4% or $221,319 at 6%; with 50% employer match about $221,319 at 4% or $147,546 at 6%; with 100% employer match about $165,989 at 4% or $110,659 at 6%. |
| Chappell and Smith Pa Retirement Plan | - | 17 | $2,072,128 | $225,745 | $13,279iApproximate average salary by contribution assumption: employee only about $331,978 at 4% or $221,319 at 6%; with 50% employer match about $221,319 at 4% or $147,546 at 6%; with 100% employer match about $165,989 at 4% or $110,659 at 6%. |
| 2005 | 1 | 15 | $1,391,080 | $240,154 | $16,010iApproximate average salary by contribution assumption: employee only about $400,257 at 4% or $266,838 at 6%; with 50% employer match about $266,838 at 4% or $177,892 at 6%; with 100% employer match about $200,128 at 4% or $133,419 at 6%. |
| Chappell and Smith Pa Retirement Plan | - | 15 | $1,391,080 | $240,154 | $16,010iApproximate average salary by contribution assumption: employee only about $400,257 at 4% or $266,838 at 6%; with 50% employer match about $266,838 at 4% or $177,892 at 6%; with 100% employer match about $200,128 at 4% or $133,419 at 6%. |
| 2004 | 1 | 17 | $1,125,483 | $253,819 | $14,931iApproximate average salary by contribution assumption: employee only about $373,263 at 4% or $248,842 at 6%; with 50% employer match about $248,842 at 4% or $165,895 at 6%; with 100% employer match about $186,632 at 4% or $124,421 at 6%. |
| Chappell and Smith Pa Retirement Plan | - | 17 | $1,125,483 | $253,819 | $14,931iApproximate average salary by contribution assumption: employee only about $373,263 at 4% or $248,842 at 6%; with 50% employer match about $248,842 at 4% or $165,895 at 6%; with 100% employer match about $186,632 at 4% or $124,421 at 6%. |
| 2003 | 2 | 11 | $0 | $0 | - |
| Chappell Smith Pa | - | 0 | - | - | - |
| Chappell and Smith Pa Retirement Plan | - | 11 | - | - | - |
| 2002 | 2 | 15 | $39,401 | $0 | - |
| Chappell Smith Pa | - | 5 | $39,401 | - | - |
| Chappell and Smith Pa Retirement Plan | - | 15 | - | - | - |
| 2001 | 2 | 7 | $0 | $0 | - |
| Chappell and Smith Pa Retirement Plan | - | 7 | - | - | - |
| Chappell Smith Pa | - | 6 | - | - | - |
| 2000 | 2 | 6 | $238,772 | $58,092 | $9,682iApproximate average salary by contribution assumption: employee only about $242,050 at 4% or $161,367 at 6%; with 50% employer match about $161,367 at 4% or $107,578 at 6%; with 100% employer match about $121,025 at 4% or $80,683 at 6%. |
| Chappell and Smith Pa Retirement Plan | - | 4 | $195,861 | $40,934 | $10,234iApproximate average salary by contribution assumption: employee only about $255,838 at 4% or $170,558 at 6%; with 50% employer match about $170,558 at 4% or $113,706 at 6%; with 100% employer match about $127,919 at 4% or $85,279 at 6%. |
| Chappell Smith Pa | - | 6 | $42,911 | $17,158 | $2,860iApproximate average salary by contribution assumption: employee only about $71,492 at 4% or $47,661 at 6%; with 50% employer match about $47,661 at 4% or $31,774 at 6%; with 100% employer match about $35,746 at 4% or $23,831 at 6%. |
| 1999 | 2 | 4 | $249,399 | $71,699 | $17,925iApproximate average salary by contribution assumption: employee only about $448,119 at 4% or $298,746 at 6%; with 50% employer match about $298,746 at 4% or $199,164 at 6%; with 100% employer match about $224,059 at 4% or $149,373 at 6%. |
| Chappell and Smith Pa Retirement Plan | - | 4 | $211,291 | $52,953 | $13,238iApproximate average salary by contribution assumption: employee only about $330,956 at 4% or $220,638 at 6%; with 50% employer match about $220,638 at 4% or $147,092 at 6%; with 100% employer match about $165,478 at 4% or $110,319 at 6%. |
| Chappell Smith Pa | - | 3 | $38,108 | $18,746 | $6,249iApproximate average salary by contribution assumption: employee only about $156,217 at 4% or $104,144 at 6%; with 50% employer match about $104,144 at 4% or $69,430 at 6%; with 100% employer match about $78,108 at 4% or $52,072 at 6%. |