CHI PHI EDUCATIONAL TRUST
Plan context: CHI PHI EDUCATIONAL TRUST 401K PLAN
EIN 58-6035103 • Roswell, GA • 4 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$11,754
2024 Contributions
$7,744
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $11,754 | $7,744 | $2,581iApproximate average salary by contribution assumption: employee only about $64,533 at 4% or $43,022 at 6%; with 50% employer match about $43,022 at 4% or $28,681 at 6%; with 100% employer match about $32,267 at 4% or $21,511 at 6%. |
| CHI PHI EDUCATIONAL TRUST 401K PLAN | - | 3 | $11,754 | $7,744 | $2,581iApproximate average salary by contribution assumption: employee only about $64,533 at 4% or $43,022 at 6%; with 50% employer match about $43,022 at 4% or $28,681 at 6%; with 100% employer match about $32,267 at 4% or $21,511 at 6%. |
| 2023 | 1 | 2 | $3,309 | $3,105 | $1,553iApproximate average salary by contribution assumption: employee only about $38,813 at 4% or $25,875 at 6%; with 50% employer match about $25,875 at 4% or $17,250 at 6%; with 100% employer match about $19,406 at 4% or $12,938 at 6%. |
| CHI PHI EDUCATIONAL TRUST 401K PLAN | - | 2 | $3,309 | $3,105 | $1,553iApproximate average salary by contribution assumption: employee only about $38,813 at 4% or $25,875 at 6%; with 50% employer match about $25,875 at 4% or $17,250 at 6%; with 100% employer match about $19,406 at 4% or $12,938 at 6%. |
| 2002 | 1 | 0 | $0 | $0 | - |
| CHI PHI DEFINED CONTRIBUTION RETIREMENT PLAN | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| CHI PHI DEFINED CONTRIBUTION RETIREMENT PLAN | - | 0 | - | - | - |