Chestnut Financial LLC
Plan context: Chestnut Financial LLC 401(K) P/S Plan
EIN 61-1581211 • Bronx, NY • 5 filings • 1 plans
Current Snapshot
Latest Year
2019
2019 Participants
3
2019 Assets
$209,677
2019 Contributions
$53,366
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $0 | - |
| Chestnut Financial LLC 401(K) P/S Plan | - | 0 | $0 | $0 | - |
| 2018 | 1 | 3 | $209,677 | $53,366 | $17,789iApproximate average salary by contribution assumption: employee only about $444,717 at 4% or $296,478 at 6%; with 50% employer match about $296,478 at 4% or $197,652 at 6%; with 100% employer match about $222,358 at 4% or $148,239 at 6%. |
| Chestnut Financial LLC 401(K) P/S Plan | - | 3 | $209,677 | $53,366 | $17,789iApproximate average salary by contribution assumption: employee only about $444,717 at 4% or $296,478 at 6%; with 50% employer match about $296,478 at 4% or $197,652 at 6%; with 100% employer match about $222,358 at 4% or $148,239 at 6%. |
| 2017 | 1 | 2 | $172,102 | $48,000 | $24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%. |
| Chestnut Financial LLC 401(K) P/S Plan | - | 2 | $172,102 | $48,000 | $24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%. |
| 2016 | 1 | 2 | $104,434 | $50,400 | $25,200iApproximate average salary by contribution assumption: employee only about $630,000 at 4% or $420,000 at 6%; with 50% employer match about $420,000 at 4% or $280,000 at 6%; with 100% employer match about $315,000 at 4% or $210,000 at 6%. |
| Chestnut Financial LLC 401(K) P/S Plan | - | 2 | $104,434 | $50,400 | $25,200iApproximate average salary by contribution assumption: employee only about $630,000 at 4% or $420,000 at 6%; with 50% employer match about $420,000 at 4% or $280,000 at 6%; with 100% employer match about $315,000 at 4% or $210,000 at 6%. |
| 2015 | 1 | 2 | $48,382 | $48,621 | $24,311iApproximate average salary by contribution assumption: employee only about $607,763 at 4% or $405,175 at 6%; with 50% employer match about $405,175 at 4% or $270,117 at 6%; with 100% employer match about $303,881 at 4% or $202,588 at 6%. |
| Chestnut Financial LLC 401(K) P/S Plan | - | 2 | $48,382 | $48,621 | $24,311iApproximate average salary by contribution assumption: employee only about $607,763 at 4% or $405,175 at 6%; with 50% employer match about $405,175 at 4% or $270,117 at 6%; with 100% employer match about $303,881 at 4% or $202,588 at 6%. |