Civic Intelligence

Stephen E. Chiarello, MD, Pa

Plan context: STEPHEN E. CHIARELLO, MD PA 401(K) PROFIT SHARING PLAN

EIN 59-1921105 • Port Charlotte, FL • 26 filings • 6 plans

294 Fields TerracePort Charlotte, FL 33952
Current Snapshot

Latest Year

2022

2022 Participants

9

2022 Assets

$4,652,144

2022 Contributions

$7,350

Historical Graphs

Total Assets Over Time

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

$5,190,019$2,595,010$0199920142021YearValue
$4,652,144Latest year 2021

Participants Over Time

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

1260199920102021YearValue
9Latest year 2021

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
202210$0$0-
STEPHEN E. CHIARELLO, MD PA 401(K) PROFIT SHARING PLAN-0$0$0-
202119$4,652,144$7,350$817iApproximate average salary by contribution assumption: employee only about $20,417 at 4% or $13,611 at 6%; with 50% employer match about $13,611 at 4% or $9,074 at 6%; with 100% employer match about $10,208 at 4% or $6,806 at 6%.
STEPHEN E. CHIARELLO, MD PA 401(K) PROFIT SHARING PLAN-9$4,652,144$7,350$817iApproximate average salary by contribution assumption: employee only about $20,417 at 4% or $13,611 at 6%; with 50% employer match about $13,611 at 4% or $9,074 at 6%; with 100% employer match about $10,208 at 4% or $6,806 at 6%.
202028$4,997,979$43,218$5,402iApproximate average salary by contribution assumption: employee only about $135,056 at 4% or $90,038 at 6%; with 50% employer match about $90,038 at 4% or $60,025 at 6%; with 100% employer match about $67,528 at 4% or $45,019 at 6%.
STEPHEN E. CHIARELLO, MD PA 401(K) PROFIT SHARING PLAN-8$4,997,979$4,728$591iApproximate average salary by contribution assumption: employee only about $14,775 at 4% or $9,850 at 6%; with 50% employer match about $9,850 at 4% or $6,567 at 6%; with 100% employer match about $7,388 at 4% or $4,925 at 6%.
Stephen E. Chiarello, MD, Pa Money Purchase Pension Plan-0$0$38,490-
201918$4,522,809$5,675$709iApproximate average salary by contribution assumption: employee only about $17,734 at 4% or $11,823 at 6%; with 50% employer match about $11,823 at 4% or $7,882 at 6%; with 100% employer match about $8,867 at 4% or $5,911 at 6%.
STEPHEN E. CHIARELLO, MD PA 401(K) PROFIT SHARING PLAN-8$4,522,809$5,675$709iApproximate average salary by contribution assumption: employee only about $17,734 at 4% or $11,823 at 6%; with 50% employer match about $11,823 at 4% or $7,882 at 6%; with 100% employer match about $8,867 at 4% or $5,911 at 6%.
201819$5,131,600$15,807$1,756iApproximate average salary by contribution assumption: employee only about $43,908 at 4% or $29,272 at 6%; with 50% employer match about $29,272 at 4% or $19,515 at 6%; with 100% employer match about $21,954 at 4% or $14,636 at 6%.
STEPHEN E. CHIARELLO, MD PA 401(K) PROFIT SHARING PLAN-9$5,131,600$15,807$1,756iApproximate average salary by contribution assumption: employee only about $43,908 at 4% or $29,272 at 6%; with 50% employer match about $29,272 at 4% or $19,515 at 6%; with 100% employer match about $21,954 at 4% or $14,636 at 6%.
201719$5,190,019$15,373$1,708iApproximate average salary by contribution assumption: employee only about $42,703 at 4% or $28,469 at 6%; with 50% employer match about $28,469 at 4% or $18,979 at 6%; with 100% employer match about $21,351 at 4% or $14,234 at 6%.
STEPHEN E. CHIARELLO, MD PA 401(K) PROFIT SHARING PLAN-9$5,190,019$15,373$1,708iApproximate average salary by contribution assumption: employee only about $42,703 at 4% or $28,469 at 6%; with 50% employer match about $28,469 at 4% or $18,979 at 6%; with 100% employer match about $21,351 at 4% or $14,234 at 6%.
201619$4,780,129$71,104$7,900iApproximate average salary by contribution assumption: employee only about $197,511 at 4% or $131,674 at 6%; with 50% employer match about $131,674 at 4% or $87,783 at 6%; with 100% employer match about $98,756 at 4% or $65,837 at 6%.
STEPHEN E. CHIARELLO, MD PA 401(K) PROFIT SHARING PLAN-9$4,780,129$71,104$7,900iApproximate average salary by contribution assumption: employee only about $197,511 at 4% or $131,674 at 6%; with 50% employer match about $131,674 at 4% or $87,783 at 6%; with 100% employer match about $98,756 at 4% or $65,837 at 6%.
201517$4,937,014$63,399$9,057iApproximate average salary by contribution assumption: employee only about $226,425 at 4% or $150,950 at 6%; with 50% employer match about $150,950 at 4% or $100,633 at 6%; with 100% employer match about $113,213 at 4% or $75,475 at 6%.
STEPHEN E. CHIARELLO, MD PA 401(K) PROFIT SHARING PLAN-7$4,937,014$63,399$9,057iApproximate average salary by contribution assumption: employee only about $226,425 at 4% or $150,950 at 6%; with 50% employer match about $150,950 at 4% or $100,633 at 6%; with 100% employer match about $113,213 at 4% or $75,475 at 6%.
201419$3,277,983$68,651$7,628iApproximate average salary by contribution assumption: employee only about $190,697 at 4% or $127,131 at 6%; with 50% employer match about $127,131 at 4% or $84,754 at 6%; with 100% employer match about $95,349 at 4% or $63,566 at 6%.
STEPHEN E. CHIARELLO, MD PA 401(K) PROFIT SHARING PLAN-9$3,277,983$68,651$7,628iApproximate average salary by contribution assumption: employee only about $190,697 at 4% or $127,131 at 6%; with 50% employer match about $127,131 at 4% or $84,754 at 6%; with 100% employer match about $95,349 at 4% or $63,566 at 6%.
201317$3,555,993$69,091$9,870iApproximate average salary by contribution assumption: employee only about $246,754 at 4% or $164,502 at 6%; with 50% employer match about $164,502 at 4% or $109,668 at 6%; with 100% employer match about $123,377 at 4% or $82,251 at 6%.
STEPHEN E. CHIARELLO, MD PA 401(K) PROFIT SHARING PLAN-7$3,555,993$69,091$9,870iApproximate average salary by contribution assumption: employee only about $246,754 at 4% or $164,502 at 6%; with 50% employer match about $164,502 at 4% or $109,668 at 6%; with 100% employer match about $123,377 at 4% or $82,251 at 6%.
201218$3,074,870$38,490$4,811iApproximate average salary by contribution assumption: employee only about $120,281 at 4% or $80,188 at 6%; with 50% employer match about $80,188 at 4% or $53,458 at 6%; with 100% employer match about $60,141 at 4% or $40,094 at 6%.
Stephen E. Chiarello, MD, Pa Money Purchase Pension Plan-8$3,074,870$38,490$4,811iApproximate average salary by contribution assumption: employee only about $120,281 at 4% or $80,188 at 6%; with 50% employer match about $80,188 at 4% or $53,458 at 6%; with 100% employer match about $60,141 at 4% or $40,094 at 6%.
201117$2,489,810$35,105$5,015iApproximate average salary by contribution assumption: employee only about $125,375 at 4% or $83,583 at 6%; with 50% employer match about $83,583 at 4% or $55,722 at 6%; with 100% employer match about $62,688 at 4% or $41,792 at 6%.
Stephen E. Chiarello, MD, Pa Money Purchase Pension Plan-7$2,489,810$35,105$5,015iApproximate average salary by contribution assumption: employee only about $125,375 at 4% or $83,583 at 6%; with 50% employer match about $83,583 at 4% or $55,722 at 6%; with 100% employer match about $62,688 at 4% or $41,792 at 6%.
201017$2,621,133$37,537$5,362iApproximate average salary by contribution assumption: employee only about $134,061 at 4% or $89,374 at 6%; with 50% employer match about $89,374 at 4% or $59,583 at 6%; with 100% employer match about $67,030 at 4% or $44,687 at 6%.
Stephen E. Chiarello, MD, Pa Money Purchase Pension Plan-7$2,621,133$37,537$5,362iApproximate average salary by contribution assumption: employee only about $134,061 at 4% or $89,374 at 6%; with 50% employer match about $89,374 at 4% or $59,583 at 6%; with 100% employer match about $67,030 at 4% or $44,687 at 6%.
200928$1,634,920$31,117$3,890iApproximate average salary by contribution assumption: employee only about $97,241 at 4% or $64,827 at 6%; with 50% employer match about $64,827 at 4% or $43,218 at 6%; with 100% employer match about $48,620 at 4% or $32,414 at 6%.
Stephen E. Chiarello, MD, Pa Money Purchase Pension Plan-8$1,634,920$31,117$3,890iApproximate average salary by contribution assumption: employee only about $97,241 at 4% or $64,827 at 6%; with 50% employer match about $64,827 at 4% or $43,218 at 6%; with 100% employer match about $48,620 at 4% or $32,414 at 6%.
Stephen E. Chiarello, MD, Pa Money Purchase Pension Plan-----
200817$0$0-
Stephen E. Chiarello, MD, Pa Money Purchase Pension Plan-7---
200717$0$0-
Stephen E. Chiarello, MD, Pa Money Purchase Pension Plan-7---
200616$2,288,800$57,967$9,661iApproximate average salary by contribution assumption: employee only about $241,529 at 4% or $161,019 at 6%; with 50% employer match about $161,019 at 4% or $107,346 at 6%; with 100% employer match about $120,765 at 4% or $80,510 at 6%.
Stephen E. Chiarello, MD, Pa Money Purchase Pension Plan-6$2,288,800$57,967$9,661iApproximate average salary by contribution assumption: employee only about $241,529 at 4% or $161,019 at 6%; with 50% employer match about $161,019 at 4% or $107,346 at 6%; with 100% employer match about $120,765 at 4% or $80,510 at 6%.
200515$0$0-
Stephen E. Chiarello, MD, Pa Money Purchase Pension Plan-5---
200414$1,693,378$24,308$6,077iApproximate average salary by contribution assumption: employee only about $151,925 at 4% or $101,283 at 6%; with 50% employer match about $101,283 at 4% or $67,522 at 6%; with 100% employer match about $75,963 at 4% or $50,642 at 6%.
Stephen E. Chiarello, MD, Pa Money Purchase Pension Plan-4$1,693,378$24,308$6,077iApproximate average salary by contribution assumption: employee only about $151,925 at 4% or $101,283 at 6%; with 50% employer match about $101,283 at 4% or $67,522 at 6%; with 100% employer match about $75,963 at 4% or $50,642 at 6%.
200316$0$0-
Stephen E. Chiarello, MD, Pa Money Purchase Pension Plan-6---
200218$0$0-
Stephen E. Chiarello, MD, Pa Money Purchase Pension Plan-8---
2001111$0$0-
Stephen E. Chiarello, MD, Pa Money Purchase Pension Plan-11---
2000111$0$0-
Stephen E. Chiarello, MD, Pa Money Purchase Pension Plan-11---
1999112$1,732,062$36,315$3,026iApproximate average salary by contribution assumption: employee only about $75,656 at 4% or $50,438 at 6%; with 50% employer match about $50,438 at 4% or $33,625 at 6%; with 100% employer match about $37,828 at 4% or $25,219 at 6%.
Stephen E. Chiarello, MD, Pa Money Purchase Pension Plan-12$1,732,062$36,315$3,026iApproximate average salary by contribution assumption: employee only about $75,656 at 4% or $50,438 at 6%; with 50% employer match about $50,438 at 4% or $33,625 at 6%; with 100% employer match about $37,828 at 4% or $25,219 at 6%.