Civic Intelligence

Chartwell Inc

Plan context: Chartwell Inc 401(K) Profit Sharing Plan & Trust

EIN 58-2051076 • Atlanta, GA • 14 filings • 3 plans

3715 Northside Pkwy NW Bldg 300-615Atlanta, GA 30327-2849
Current Snapshot

Latest Year

2025

2025 Participants

26

2025 Assets

$2,847,018

2025 Contributions

$192,640

Historical Graphs

Total Assets Over Time

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

$2,847,018$1,423,509$0201220192025YearValue
$2,847,018Latest year 2025

Participants Over Time

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

26130201220192025YearValue
26Latest year 2025

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
2025126$2,847,018$192,640$7,409iApproximate average salary by contribution assumption: employee only about $185,231 at 4% or $123,487 at 6%; with 50% employer match about $123,487 at 4% or $82,325 at 6%; with 100% employer match about $92,615 at 4% or $61,744 at 6%.
Chartwell Inc 401(K) Profit Sharing Plan & Trust-26$2,847,018$192,640$7,409iApproximate average salary by contribution assumption: employee only about $185,231 at 4% or $123,487 at 6%; with 50% employer match about $123,487 at 4% or $82,325 at 6%; with 100% employer match about $92,615 at 4% or $61,744 at 6%.
2024126$2,322,421$233,486$8,980iApproximate average salary by contribution assumption: employee only about $224,506 at 4% or $149,671 at 6%; with 50% employer match about $149,671 at 4% or $99,780 at 6%; with 100% employer match about $112,253 at 4% or $74,835 at 6%.
Chartwell Inc 401(K) Profit Sharing Plan & Trust-26$2,322,421$233,486$8,980iApproximate average salary by contribution assumption: employee only about $224,506 at 4% or $149,671 at 6%; with 50% employer match about $149,671 at 4% or $99,780 at 6%; with 100% employer match about $112,253 at 4% or $74,835 at 6%.
2023125$1,739,180$149,544$5,982iApproximate average salary by contribution assumption: employee only about $149,544 at 4% or $99,696 at 6%; with 50% employer match about $99,696 at 4% or $66,464 at 6%; with 100% employer match about $74,772 at 4% or $49,848 at 6%.
Chartwell Inc 401(K) Profit Sharing Plan & Trust-25$1,739,180$149,544$5,982iApproximate average salary by contribution assumption: employee only about $149,544 at 4% or $99,696 at 6%; with 50% employer match about $99,696 at 4% or $66,464 at 6%; with 100% employer match about $74,772 at 4% or $49,848 at 6%.
2022119$1,319,282$510,172$26,851iApproximate average salary by contribution assumption: employee only about $671,279 at 4% or $447,519 at 6%; with 50% employer match about $447,519 at 4% or $298,346 at 6%; with 100% employer match about $335,639 at 4% or $223,760 at 6%.
Chartwell Inc 401(K) Profit Sharing Plan & Trust-19$1,319,282$510,172$26,851iApproximate average salary by contribution assumption: employee only about $671,279 at 4% or $447,519 at 6%; with 50% employer match about $447,519 at 4% or $298,346 at 6%; with 100% employer match about $335,639 at 4% or $223,760 at 6%.
2021123$1,714,352$152,548$6,633iApproximate average salary by contribution assumption: employee only about $165,813 at 4% or $110,542 at 6%; with 50% employer match about $110,542 at 4% or $73,695 at 6%; with 100% employer match about $82,907 at 4% or $55,271 at 6%.
Chartwell Inc 401(K) Profit Sharing Plan & Trust-23$1,714,352$152,548$6,633iApproximate average salary by contribution assumption: employee only about $165,813 at 4% or $110,542 at 6%; with 50% employer match about $110,542 at 4% or $73,695 at 6%; with 100% employer match about $82,907 at 4% or $55,271 at 6%.
2020123$1,592,583$139,486$6,065iApproximate average salary by contribution assumption: employee only about $151,615 at 4% or $101,077 at 6%; with 50% employer match about $101,077 at 4% or $67,385 at 6%; with 100% employer match about $75,808 at 4% or $50,538 at 6%.
Chartwell Inc 401(K) Profit Sharing Plan & Trust-23$1,592,583$139,486$6,065iApproximate average salary by contribution assumption: employee only about $151,615 at 4% or $101,077 at 6%; with 50% employer match about $101,077 at 4% or $67,385 at 6%; with 100% employer match about $75,808 at 4% or $50,538 at 6%.
2019123$1,258,389$138,552$6,024iApproximate average salary by contribution assumption: employee only about $150,600 at 4% or $100,400 at 6%; with 50% employer match about $100,400 at 4% or $66,933 at 6%; with 100% employer match about $75,300 at 4% or $50,200 at 6%.
Chartwell Inc 401(K) Profit Sharing Plan & Trust-23$1,258,389$138,552$6,024iApproximate average salary by contribution assumption: employee only about $150,600 at 4% or $100,400 at 6%; with 50% employer match about $100,400 at 4% or $66,933 at 6%; with 100% employer match about $75,300 at 4% or $50,200 at 6%.
2018122$929,043$141,528$6,433iApproximate average salary by contribution assumption: employee only about $160,827 at 4% or $107,218 at 6%; with 50% employer match about $107,218 at 4% or $71,479 at 6%; with 100% employer match about $80,414 at 4% or $53,609 at 6%.
Chartwell Inc 401(K) Profit Sharing Plan & Trust-22$929,043$141,528$6,433iApproximate average salary by contribution assumption: employee only about $160,827 at 4% or $107,218 at 6%; with 50% employer match about $107,218 at 4% or $71,479 at 6%; with 100% employer match about $80,414 at 4% or $53,609 at 6%.
2017121$869,089$138,024$6,573iApproximate average salary by contribution assumption: employee only about $164,314 at 4% or $109,543 at 6%; with 50% employer match about $109,543 at 4% or $73,029 at 6%; with 100% employer match about $82,157 at 4% or $54,771 at 6%.
Chartwell Inc 401(K) Profit Sharing Plan & Trust-21$869,089$138,024$6,573iApproximate average salary by contribution assumption: employee only about $164,314 at 4% or $109,543 at 6%; with 50% employer match about $109,543 at 4% or $73,029 at 6%; with 100% employer match about $82,157 at 4% or $54,771 at 6%.
2016123$655,424$125,691$5,465iApproximate average salary by contribution assumption: employee only about $136,621 at 4% or $91,080 at 6%; with 50% employer match about $91,080 at 4% or $60,720 at 6%; with 100% employer match about $68,310 at 4% or $45,540 at 6%.
Chartwell Inc 401(K) Profit Sharing Plan & Trust-23$655,424$125,691$5,465iApproximate average salary by contribution assumption: employee only about $136,621 at 4% or $91,080 at 6%; with 50% employer match about $91,080 at 4% or $60,720 at 6%; with 100% employer match about $68,310 at 4% or $45,540 at 6%.
2015122$512,239$122,690$5,577iApproximate average salary by contribution assumption: employee only about $139,420 at 4% or $92,947 at 6%; with 50% employer match about $92,947 at 4% or $61,965 at 6%; with 100% employer match about $69,710 at 4% or $46,473 at 6%.
Chartwell Inc 401(K) Profit Sharing Plan & Trust-22$512,239$122,690$5,577iApproximate average salary by contribution assumption: employee only about $139,420 at 4% or $92,947 at 6%; with 50% employer match about $92,947 at 4% or $61,965 at 6%; with 100% employer match about $69,710 at 4% or $46,473 at 6%.
2014114$408,756$146,665$10,476iApproximate average salary by contribution assumption: employee only about $261,902 at 4% or $174,601 at 6%; with 50% employer match about $174,601 at 4% or $116,401 at 6%; with 100% employer match about $130,951 at 4% or $87,301 at 6%.
Chartwell Inc 401(K) Profit Sharing Plan & Trust-14$408,756$146,665$10,476iApproximate average salary by contribution assumption: employee only about $261,902 at 4% or $174,601 at 6%; with 50% employer match about $174,601 at 4% or $116,401 at 6%; with 100% employer match about $130,951 at 4% or $87,301 at 6%.
2013117$264,348$108,281$6,369iApproximate average salary by contribution assumption: employee only about $159,237 at 4% or $106,158 at 6%; with 50% employer match about $106,158 at 4% or $70,772 at 6%; with 100% employer match about $79,618 at 4% or $53,079 at 6%.
Chartwell Inc 401(K) Profit Sharing Plan & Trust-17$264,348$108,281$6,369iApproximate average salary by contribution assumption: employee only about $159,237 at 4% or $106,158 at 6%; with 50% employer match about $106,158 at 4% or $70,772 at 6%; with 100% employer match about $79,618 at 4% or $53,079 at 6%.
2012115$132,367$129,493$8,633iApproximate average salary by contribution assumption: employee only about $215,822 at 4% or $143,881 at 6%; with 50% employer match about $143,881 at 4% or $95,921 at 6%; with 100% employer match about $107,911 at 4% or $71,941 at 6%.
Chartwell Inc 401(K) Profit Sharing Plan & Trust-15$132,367$129,493$8,633iApproximate average salary by contribution assumption: employee only about $215,822 at 4% or $143,881 at 6%; with 50% employer match about $143,881 at 4% or $95,921 at 6%; with 100% employer match about $107,911 at 4% or $71,941 at 6%.