Civic Intelligence

Charles E. Saul, P.C.

Plan context: Chaz & Associates 401(K) Plan

EIN 58-2145977 • 22 filings • 2 plans

Current Snapshot

Latest Year

2023

2023 Participants

1

2023 Assets

$2,440,861

2023 Contributions

$30,000

Historical Graphs

Total Assets Over Time

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

$3,269,253$1,634,627$0200220132023YearValue
$2,440,861Latest year 2023

Participants Over Time

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

420200220132023YearValue
1Latest year 2023

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
202311$2,440,861$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Chaz & Associates 401(K) Plan-1$2,440,861$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
202211$2,712,535$37,269$37,269iApproximate average salary by contribution assumption: employee only about $931,725 at 4% or $621,150 at 6%; with 50% employer match about $621,150 at 4% or $414,100 at 6%; with 100% employer match about $465,863 at 4% or $310,575 at 6%.
Chaz & Associates 401(K) Plan-1$2,712,535$37,269$37,269iApproximate average salary by contribution assumption: employee only about $931,725 at 4% or $621,150 at 6%; with 50% employer match about $621,150 at 4% or $414,100 at 6%; with 100% employer match about $465,863 at 4% or $310,575 at 6%.
202112$3,269,253$69,250$34,625iApproximate average salary by contribution assumption: employee only about $865,625 at 4% or $577,083 at 6%; with 50% employer match about $577,083 at 4% or $384,722 at 6%; with 100% employer match about $432,813 at 4% or $288,542 at 6%.
Chaz & Associates 401(K) Plan-2$3,269,253$69,250$34,625iApproximate average salary by contribution assumption: employee only about $865,625 at 4% or $577,083 at 6%; with 50% employer match about $577,083 at 4% or $384,722 at 6%; with 100% employer match about $432,813 at 4% or $288,542 at 6%.
202012$2,992,855$79,125$39,563iApproximate average salary by contribution assumption: employee only about $989,063 at 4% or $659,375 at 6%; with 50% employer match about $659,375 at 4% or $439,583 at 6%; with 100% employer match about $494,531 at 4% or $329,688 at 6%.
Chaz & Associates 401(K) Plan-2$2,992,855$79,125$39,563iApproximate average salary by contribution assumption: employee only about $989,063 at 4% or $659,375 at 6%; with 50% employer match about $659,375 at 4% or $439,583 at 6%; with 100% employer match about $494,531 at 4% or $329,688 at 6%.
201912$2,556,303$59,000$29,500iApproximate average salary by contribution assumption: employee only about $737,500 at 4% or $491,667 at 6%; with 50% employer match about $491,667 at 4% or $327,778 at 6%; with 100% employer match about $368,750 at 4% or $245,833 at 6%.
Chaz & Associates 401(K) Plan-2$2,556,303$59,000$29,500iApproximate average salary by contribution assumption: employee only about $737,500 at 4% or $491,667 at 6%; with 50% employer match about $491,667 at 4% or $327,778 at 6%; with 100% employer match about $368,750 at 4% or $245,833 at 6%.
201812$2,164,382$63,400$31,700iApproximate average salary by contribution assumption: employee only about $792,500 at 4% or $528,333 at 6%; with 50% employer match about $528,333 at 4% or $352,222 at 6%; with 100% employer match about $396,250 at 4% or $264,167 at 6%.
Chaz & Associates 401(K) Plan-2$2,164,382$63,400$31,700iApproximate average salary by contribution assumption: employee only about $792,500 at 4% or $528,333 at 6%; with 50% employer match about $528,333 at 4% or $352,222 at 6%; with 100% employer match about $396,250 at 4% or $264,167 at 6%.
201712$2,411,902$58,500$29,250iApproximate average salary by contribution assumption: employee only about $731,250 at 4% or $487,500 at 6%; with 50% employer match about $487,500 at 4% or $325,000 at 6%; with 100% employer match about $365,625 at 4% or $243,750 at 6%.
Chaz & Associates 401(K) Plan-2$2,411,902$58,500$29,250iApproximate average salary by contribution assumption: employee only about $731,250 at 4% or $487,500 at 6%; with 50% employer match about $487,500 at 4% or $325,000 at 6%; with 100% employer match about $365,625 at 4% or $243,750 at 6%.
201612$2,132,741$71,750$35,875iApproximate average salary by contribution assumption: employee only about $896,875 at 4% or $597,917 at 6%; with 50% employer match about $597,917 at 4% or $398,611 at 6%; with 100% employer match about $448,438 at 4% or $298,958 at 6%.
Chaz & Associates 401(K) Plan-2$2,132,741$71,750$35,875iApproximate average salary by contribution assumption: employee only about $896,875 at 4% or $597,917 at 6%; with 50% employer match about $597,917 at 4% or $398,611 at 6%; with 100% employer match about $448,438 at 4% or $298,958 at 6%.
201512$1,975,659$104,825$52,413iApproximate average salary by contribution assumption: employee only about $1,310,313 at 4% or $873,542 at 6%; with 50% employer match about $873,542 at 4% or $582,361 at 6%; with 100% employer match about $655,156 at 4% or $436,771 at 6%.
Chaz & Associates 401(K) Plan-2$1,975,659$104,825$52,413iApproximate average salary by contribution assumption: employee only about $1,310,313 at 4% or $873,542 at 6%; with 50% employer match about $873,542 at 4% or $582,361 at 6%; with 100% employer match about $655,156 at 4% or $436,771 at 6%.
201412$1,875,556$63,895$31,948iApproximate average salary by contribution assumption: employee only about $798,688 at 4% or $532,458 at 6%; with 50% employer match about $532,458 at 4% or $354,972 at 6%; with 100% employer match about $399,344 at 4% or $266,229 at 6%.
Chaz & Associates 401(K) Plan-2$1,875,556$63,895$31,948iApproximate average salary by contribution assumption: employee only about $798,688 at 4% or $532,458 at 6%; with 50% employer match about $532,458 at 4% or $354,972 at 6%; with 100% employer match about $399,344 at 4% or $266,229 at 6%.
201312$1,686,102$81,840$40,920iApproximate average salary by contribution assumption: employee only about $1,023,000 at 4% or $682,000 at 6%; with 50% employer match about $682,000 at 4% or $454,667 at 6%; with 100% employer match about $511,500 at 4% or $341,000 at 6%.
Chaz & Associates 401(K) Plan-2$1,686,102$81,840$40,920iApproximate average salary by contribution assumption: employee only about $1,023,000 at 4% or $682,000 at 6%; with 50% employer match about $682,000 at 4% or $454,667 at 6%; with 100% employer match about $511,500 at 4% or $341,000 at 6%.
201212$1,376,589$75,402$37,701iApproximate average salary by contribution assumption: employee only about $942,525 at 4% or $628,350 at 6%; with 50% employer match about $628,350 at 4% or $418,900 at 6%; with 100% employer match about $471,263 at 4% or $314,175 at 6%.
Chaz & Associates 401(K) Plan-2$1,376,589$75,402$37,701iApproximate average salary by contribution assumption: employee only about $942,525 at 4% or $628,350 at 6%; with 50% employer match about $628,350 at 4% or $418,900 at 6%; with 100% employer match about $471,263 at 4% or $314,175 at 6%.
201112$1,135,788$69,831$34,916iApproximate average salary by contribution assumption: employee only about $872,888 at 4% or $581,925 at 6%; with 50% employer match about $581,925 at 4% or $387,950 at 6%; with 100% employer match about $436,444 at 4% or $290,963 at 6%.
Chaz & Associates 401(K) Plan-2$1,135,788$69,831$34,916iApproximate average salary by contribution assumption: employee only about $872,888 at 4% or $581,925 at 6%; with 50% employer match about $581,925 at 4% or $387,950 at 6%; with 100% employer match about $436,444 at 4% or $290,963 at 6%.
201012$1,061,873$72,331$36,166iApproximate average salary by contribution assumption: employee only about $904,138 at 4% or $602,758 at 6%; with 50% employer match about $602,758 at 4% or $401,839 at 6%; with 100% employer match about $452,069 at 4% or $301,379 at 6%.
Chaz & Associates 401(K) Plan-2$1,061,873$72,331$36,166iApproximate average salary by contribution assumption: employee only about $904,138 at 4% or $602,758 at 6%; with 50% employer match about $602,758 at 4% or $401,839 at 6%; with 100% employer match about $452,069 at 4% or $301,379 at 6%.
200913$879,870$80,215$26,738iApproximate average salary by contribution assumption: employee only about $668,458 at 4% or $445,639 at 6%; with 50% employer match about $445,639 at 4% or $297,093 at 6%; with 100% employer match about $334,229 at 4% or $222,819 at 6%.
Chaz & Associates 401(K) Plan-3$879,870$80,215$26,738iApproximate average salary by contribution assumption: employee only about $668,458 at 4% or $445,639 at 6%; with 50% employer match about $445,639 at 4% or $297,093 at 6%; with 100% employer match about $334,229 at 4% or $222,819 at 6%.
200813$654,245$99,754$33,251iApproximate average salary by contribution assumption: employee only about $831,283 at 4% or $554,189 at 6%; with 50% employer match about $554,189 at 4% or $369,459 at 6%; with 100% employer match about $415,642 at 4% or $277,094 at 6%.
Chaz & Associates 401(K) Plan-3$654,245$99,754$33,251iApproximate average salary by contribution assumption: employee only about $831,283 at 4% or $554,189 at 6%; with 50% employer match about $554,189 at 4% or $369,459 at 6%; with 100% employer match about $415,642 at 4% or $277,094 at 6%.
200713$0$0-
Chaz & Associates 401(K) Plan-3---
200613$910,198$71,500$23,833iApproximate average salary by contribution assumption: employee only about $595,833 at 4% or $397,222 at 6%; with 50% employer match about $397,222 at 4% or $264,815 at 6%; with 100% employer match about $297,917 at 4% or $198,611 at 6%.
Chaz & Associates 401(K) Plan-3$910,198$71,500$23,833iApproximate average salary by contribution assumption: employee only about $595,833 at 4% or $397,222 at 6%; with 50% employer match about $397,222 at 4% or $264,815 at 6%; with 100% employer match about $297,917 at 4% or $198,611 at 6%.
200513$748,461$67,628$22,543iApproximate average salary by contribution assumption: employee only about $563,567 at 4% or $375,711 at 6%; with 50% employer match about $375,711 at 4% or $250,474 at 6%; with 100% employer match about $281,783 at 4% or $187,856 at 6%.
Chaz & Associates 401(K) Plan-3$748,461$67,628$22,543iApproximate average salary by contribution assumption: employee only about $563,567 at 4% or $375,711 at 6%; with 50% employer match about $375,711 at 4% or $250,474 at 6%; with 100% employer match about $281,783 at 4% or $187,856 at 6%.
200413$627,073$88,290$29,430iApproximate average salary by contribution assumption: employee only about $735,750 at 4% or $490,500 at 6%; with 50% employer match about $490,500 at 4% or $327,000 at 6%; with 100% employer match about $367,875 at 4% or $245,250 at 6%.
Chaz & Associates 401(K) Plan-3$627,073$88,290$29,430iApproximate average salary by contribution assumption: employee only about $735,750 at 4% or $490,500 at 6%; with 50% employer match about $490,500 at 4% or $327,000 at 6%; with 100% employer match about $367,875 at 4% or $245,250 at 6%.
200313$528,030$61,250$20,417iApproximate average salary by contribution assumption: employee only about $510,417 at 4% or $340,278 at 6%; with 50% employer match about $340,278 at 4% or $226,852 at 6%; with 100% employer match about $255,208 at 4% or $170,139 at 6%.
Chaz & Associates 401(K) Plan-3$528,030$61,250$20,417iApproximate average salary by contribution assumption: employee only about $510,417 at 4% or $340,278 at 6%; with 50% employer match about $340,278 at 4% or $226,852 at 6%; with 100% employer match about $255,208 at 4% or $170,139 at 6%.
200214$364,828$464,851$116,213iApproximate average salary by contribution assumption: employee only about $2,905,319 at 4% or $1,936,879 at 6%; with 50% employer match about $1,936,879 at 4% or $1,291,253 at 6%; with 100% employer match about $1,452,659 at 4% or $968,440 at 6%.
Chaz & Associates 401(K) Plan-4$364,828$464,851$116,213iApproximate average salary by contribution assumption: employee only about $2,905,319 at 4% or $1,936,879 at 6%; with 50% employer match about $1,936,879 at 4% or $1,291,253 at 6%; with 100% employer match about $1,452,659 at 4% or $968,440 at 6%.