Civic Intelligence

Sarah Chaves, Attorney

Plan context: SARAH CHAVES 401(K) PROFIT SHARING PLAN

EIN 59-3377945 • St. Petersburg, FL • 25 filings • 3 plans

1247 First Avenue NorthSt. Petersburg, FL 33705
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,478,903

2024 Contributions

$94,767

Historical Graphs

Total Assets Over Time

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

$2,563,813$1,281,907$0200520162024YearValue
$2,478,903Latest year 2024

Participants Over Time

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

320200520152024YearValue
3Latest year 2024

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
202413$2,478,903$94,767$31,589iApproximate average salary by contribution assumption: employee only about $789,725 at 4% or $526,483 at 6%; with 50% employer match about $526,483 at 4% or $350,989 at 6%; with 100% employer match about $394,863 at 4% or $263,242 at 6%.
SARAH CHAVES 401(K) PROFIT SHARING PLAN-3$2,478,903$94,767$31,589iApproximate average salary by contribution assumption: employee only about $789,725 at 4% or $526,483 at 6%; with 50% employer match about $526,483 at 4% or $350,989 at 6%; with 100% employer match about $394,863 at 4% or $263,242 at 6%.
202313$2,210,383$82,662$27,554iApproximate average salary by contribution assumption: employee only about $688,850 at 4% or $459,233 at 6%; with 50% employer match about $459,233 at 4% or $306,156 at 6%; with 100% employer match about $344,425 at 4% or $229,617 at 6%.
SARAH CHAVES 401(K) PROFIT SHARING PLAN-3$2,210,383$82,662$27,554iApproximate average salary by contribution assumption: employee only about $688,850 at 4% or $459,233 at 6%; with 50% employer match about $459,233 at 4% or $306,156 at 6%; with 100% employer match about $344,425 at 4% or $229,617 at 6%.
202212$1,920,102$80,347$40,174iApproximate average salary by contribution assumption: employee only about $1,004,338 at 4% or $669,558 at 6%; with 50% employer match about $669,558 at 4% or $446,372 at 6%; with 100% employer match about $502,169 at 4% or $334,779 at 6%.
SARAH CHAVES 401(K) PROFIT SHARING PLAN-2$1,920,102$80,347$40,174iApproximate average salary by contribution assumption: employee only about $1,004,338 at 4% or $669,558 at 6%; with 50% employer match about $669,558 at 4% or $446,372 at 6%; with 100% employer match about $502,169 at 4% or $334,779 at 6%.
202113$2,563,813$83,500$27,833iApproximate average salary by contribution assumption: employee only about $695,833 at 4% or $463,889 at 6%; with 50% employer match about $463,889 at 4% or $309,259 at 6%; with 100% employer match about $347,917 at 4% or $231,944 at 6%.
SARAH CHAVES 401(K) PROFIT SHARING PLAN-3$2,563,813$83,500$27,833iApproximate average salary by contribution assumption: employee only about $695,833 at 4% or $463,889 at 6%; with 50% employer match about $463,889 at 4% or $309,259 at 6%; with 100% employer match about $347,917 at 4% or $231,944 at 6%.
202013$2,236,464$86,324$28,775iApproximate average salary by contribution assumption: employee only about $719,367 at 4% or $479,578 at 6%; with 50% employer match about $479,578 at 4% or $319,719 at 6%; with 100% employer match about $359,683 at 4% or $239,789 at 6%.
SARAH CHAVES 401(K) PROFIT SHARING PLAN-3$2,236,464$86,324$28,775iApproximate average salary by contribution assumption: employee only about $719,367 at 4% or $479,578 at 6%; with 50% employer match about $479,578 at 4% or $319,719 at 6%; with 100% employer match about $359,683 at 4% or $239,789 at 6%.
201923$1,942,794$310,969$103,656iApproximate average salary by contribution assumption: employee only about $2,591,408 at 4% or $1,727,606 at 6%; with 50% employer match about $1,727,606 at 4% or $1,151,737 at 6%; with 100% employer match about $1,295,704 at 4% or $863,803 at 6%.
SARAH CHAVES 401(K) PROFIT SHARING PLAN-3$1,942,794$310,969$103,656iApproximate average salary by contribution assumption: employee only about $2,591,408 at 4% or $1,727,606 at 6%; with 50% employer match about $1,727,606 at 4% or $1,151,737 at 6%; with 100% employer match about $1,295,704 at 4% or $863,803 at 6%.
Sarah Chaves Cash Balance Plan-0$0--
201823$1,567,890$88,210$29,403iApproximate average salary by contribution assumption: employee only about $735,083 at 4% or $490,056 at 6%; with 50% employer match about $490,056 at 4% or $326,704 at 6%; with 100% employer match about $367,542 at 4% or $245,028 at 6%.
SARAH CHAVES 401(K) PROFIT SHARING PLAN-3$1,340,985$36,609$12,203iApproximate average salary by contribution assumption: employee only about $305,075 at 4% or $203,383 at 6%; with 50% employer match about $203,383 at 4% or $135,589 at 6%; with 100% employer match about $152,538 at 4% or $101,692 at 6%.
Sarah Chaves Cash Balance Plan-0$226,905$51,601-
201723$1,569,222$124,942$41,647iApproximate average salary by contribution assumption: employee only about $1,041,183 at 4% or $694,122 at 6%; with 50% employer match about $694,122 at 4% or $462,748 at 6%; with 100% employer match about $520,592 at 4% or $347,061 at 6%.
SARAH CHAVES 401(K) PROFIT SHARING PLAN-3$1,382,449$80,550$26,850iApproximate average salary by contribution assumption: employee only about $671,250 at 4% or $447,500 at 6%; with 50% employer match about $447,500 at 4% or $298,333 at 6%; with 100% employer match about $335,625 at 4% or $223,750 at 6%.
Sarah Chaves Cash Balance Plan-3$186,773$44,392$14,797iApproximate average salary by contribution assumption: employee only about $369,933 at 4% or $246,622 at 6%; with 50% employer match about $246,622 at 4% or $164,415 at 6%; with 100% employer match about $184,967 at 4% or $123,311 at 6%.
201623$1,257,868$116,260$38,753iApproximate average salary by contribution assumption: employee only about $968,833 at 4% or $645,889 at 6%; with 50% employer match about $645,889 at 4% or $430,593 at 6%; with 100% employer match about $484,417 at 4% or $322,944 at 6%.
SARAH CHAVES 401(K) PROFIT SHARING PLAN-3$1,131,895$79,090$26,363iApproximate average salary by contribution assumption: employee only about $659,083 at 4% or $439,389 at 6%; with 50% employer match about $439,389 at 4% or $292,926 at 6%; with 100% employer match about $329,542 at 4% or $219,694 at 6%.
Sarah Chaves Cash Balance Plan-3$125,973$37,170$12,390iApproximate average salary by contribution assumption: employee only about $309,750 at 4% or $206,500 at 6%; with 50% employer match about $206,500 at 4% or $137,667 at 6%; with 100% employer match about $154,875 at 4% or $103,250 at 6%.
201523$1,052,902$118,413$39,471iApproximate average salary by contribution assumption: employee only about $986,775 at 4% or $657,850 at 6%; with 50% employer match about $657,850 at 4% or $438,567 at 6%; with 100% employer match about $493,388 at 4% or $328,925 at 6%.
SARAH CHAVES 401(K) PROFIT SHARING PLAN-3$968,841$74,107$24,702iApproximate average salary by contribution assumption: employee only about $617,558 at 4% or $411,706 at 6%; with 50% employer match about $411,706 at 4% or $274,470 at 6%; with 100% employer match about $308,779 at 4% or $205,853 at 6%.
Sarah Chaves Cash Balance Plan-3$84,061$44,306$14,769iApproximate average salary by contribution assumption: employee only about $369,217 at 4% or $246,144 at 6%; with 50% employer match about $246,144 at 4% or $164,096 at 6%; with 100% employer match about $184,608 at 4% or $123,072 at 6%.
201423$1,000,926$111,764$37,255iApproximate average salary by contribution assumption: employee only about $931,367 at 4% or $620,911 at 6%; with 50% employer match about $620,911 at 4% or $413,941 at 6%; with 100% employer match about $465,683 at 4% or $310,456 at 6%.
SARAH CHAVES 401(K) PROFIT SHARING PLAN-3$960,926$71,764$23,921iApproximate average salary by contribution assumption: employee only about $598,033 at 4% or $398,689 at 6%; with 50% employer match about $398,689 at 4% or $265,793 at 6%; with 100% employer match about $299,017 at 4% or $199,344 at 6%.
Sarah Chaves Cash Balance Plan-3$40,000$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
201313$839,998$67,701$22,567iApproximate average salary by contribution assumption: employee only about $564,175 at 4% or $376,117 at 6%; with 50% employer match about $376,117 at 4% or $250,744 at 6%; with 100% employer match about $282,088 at 4% or $188,058 at 6%.
SARAH CHAVES 401(K) PROFIT SHARING PLAN-3$839,998$67,701$22,567iApproximate average salary by contribution assumption: employee only about $564,175 at 4% or $376,117 at 6%; with 50% employer match about $376,117 at 4% or $250,744 at 6%; with 100% employer match about $282,088 at 4% or $188,058 at 6%.
201212$659,881$62,994$31,497iApproximate average salary by contribution assumption: employee only about $787,425 at 4% or $524,950 at 6%; with 50% employer match about $524,950 at 4% or $349,967 at 6%; with 100% employer match about $393,713 at 4% or $262,475 at 6%.
SARAH CHAVES 401(K) PROFIT SHARING PLAN-2$659,881$62,994$31,497iApproximate average salary by contribution assumption: employee only about $787,425 at 4% or $524,950 at 6%; with 50% employer match about $524,950 at 4% or $349,967 at 6%; with 100% employer match about $393,713 at 4% or $262,475 at 6%.
201112$552,294$62,539$31,270iApproximate average salary by contribution assumption: employee only about $781,738 at 4% or $521,158 at 6%; with 50% employer match about $521,158 at 4% or $347,439 at 6%; with 100% employer match about $390,869 at 4% or $260,579 at 6%.
SARAH CHAVES 401(K) PROFIT SHARING PLAN-2$552,294$62,539$31,270iApproximate average salary by contribution assumption: employee only about $781,738 at 4% or $521,158 at 6%; with 50% employer match about $521,158 at 4% or $347,439 at 6%; with 100% employer match about $390,869 at 4% or $260,579 at 6%.
201012$514,680$59,588$29,794iApproximate average salary by contribution assumption: employee only about $744,850 at 4% or $496,567 at 6%; with 50% employer match about $496,567 at 4% or $331,044 at 6%; with 100% employer match about $372,425 at 4% or $248,283 at 6%.
SARAH CHAVES 401K PROFIT SHARING PLAN-2$514,680$59,588$29,794iApproximate average salary by contribution assumption: employee only about $744,850 at 4% or $496,567 at 6%; with 50% employer match about $496,567 at 4% or $331,044 at 6%; with 100% employer match about $372,425 at 4% or $248,283 at 6%.
200912$434,959$50,925$25,463iApproximate average salary by contribution assumption: employee only about $636,563 at 4% or $424,375 at 6%; with 50% employer match about $424,375 at 4% or $282,917 at 6%; with 100% employer match about $318,281 at 4% or $212,188 at 6%.
SARAH CHAVES 401K PROFIT SHARING PLAN-2$434,959$50,925$25,463iApproximate average salary by contribution assumption: employee only about $636,563 at 4% or $424,375 at 6%; with 50% employer match about $424,375 at 4% or $282,917 at 6%; with 100% employer match about $318,281 at 4% or $212,188 at 6%.
200812$0$0-
SARAH CHAVES 401K PROFIT SHARING PLAN-2---
200612$304,268$231,180$115,590iApproximate average salary by contribution assumption: employee only about $2,889,750 at 4% or $1,926,500 at 6%; with 50% employer match about $1,926,500 at 4% or $1,284,333 at 6%; with 100% employer match about $1,444,875 at 4% or $963,250 at 6%.
SARAH CHAVES 401K PROFIT SHARING PLAN-2$304,268$231,180$115,590iApproximate average salary by contribution assumption: employee only about $2,889,750 at 4% or $1,926,500 at 6%; with 50% employer match about $1,926,500 at 4% or $1,284,333 at 6%; with 100% employer match about $1,444,875 at 4% or $963,250 at 6%.
200512$47,544$47,544$23,772iApproximate average salary by contribution assumption: employee only about $594,300 at 4% or $396,200 at 6%; with 50% employer match about $396,200 at 4% or $264,133 at 6%; with 100% employer match about $297,150 at 4% or $198,100 at 6%.
SARAH CHAVES 401K PROFIT SHARING PLAN-2$47,544$47,544$23,772iApproximate average salary by contribution assumption: employee only about $594,300 at 4% or $396,200 at 6%; with 50% employer match about $396,200 at 4% or $264,133 at 6%; with 100% employer match about $297,150 at 4% or $198,100 at 6%.