Civic Intelligence

Chappell, Smith & Associates Inc.

Plan context: Chappell, Smith & Associates Inc. Employees Savings & Retirement Plan

EIN 62-1120678 • Franklin, TN • 25 filings • 4 plans

1006 Merylinger Ct.Franklin, TN 37067
Current Snapshot

Latest Year

2024

2024 Participants

43

2024 Assets

$2,135,737

2024 Contributions

$218,728

Historical Graphs

Total Assets Over Time

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

$2,135,737$1,067,869$0199920122024YearValue
$2,135,737Latest year 2024

Participants Over Time

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

43220199920132024YearValue
43Latest 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
2024143$2,135,737$218,728$5,087iApproximate average salary by contribution assumption: employee only about $127,167 at 4% or $84,778 at 6%; with 50% employer match about $84,778 at 4% or $56,519 at 6%; with 100% employer match about $63,584 at 4% or $42,389 at 6%.
Chappell, Smith & Associates Inc. Employees Savings & Retirement Plan-43$2,135,737$218,728$5,087iApproximate average salary by contribution assumption: employee only about $127,167 at 4% or $84,778 at 6%; with 50% employer match about $84,778 at 4% or $56,519 at 6%; with 100% employer match about $63,584 at 4% or $42,389 at 6%.
2023142$1,708,007$167,952$3,999iApproximate average salary by contribution assumption: employee only about $99,971 at 4% or $66,648 at 6%; with 50% employer match about $66,648 at 4% or $44,432 at 6%; with 100% employer match about $49,986 at 4% or $33,324 at 6%.
Chappell, Smith & Associates Inc. Employees Savings & Retirement Plan-42$1,708,007$167,952$3,999iApproximate average salary by contribution assumption: employee only about $99,971 at 4% or $66,648 at 6%; with 50% employer match about $66,648 at 4% or $44,432 at 6%; with 100% employer match about $49,986 at 4% or $33,324 at 6%.
2022138$1,485,081$169,288$4,455iApproximate average salary by contribution assumption: employee only about $111,374 at 4% or $74,249 at 6%; with 50% employer match about $74,249 at 4% or $49,499 at 6%; with 100% employer match about $55,687 at 4% or $37,125 at 6%.
Chappell, Smith & Associates Inc. Employees Savings & Retirement Plan-38$1,485,081$169,288$4,455iApproximate average salary by contribution assumption: employee only about $111,374 at 4% or $74,249 at 6%; with 50% employer match about $74,249 at 4% or $49,499 at 6%; with 100% employer match about $55,687 at 4% or $37,125 at 6%.
2021141$1,647,534$189,134$4,613iApproximate average salary by contribution assumption: employee only about $115,326 at 4% or $76,884 at 6%; with 50% employer match about $76,884 at 4% or $51,256 at 6%; with 100% employer match about $57,663 at 4% or $38,442 at 6%.
Chappell, Smith & Associates Inc. Employees Savings & Retirement Plan-41$1,647,534$189,134$4,613iApproximate average salary by contribution assumption: employee only about $115,326 at 4% or $76,884 at 6%; with 50% employer match about $76,884 at 4% or $51,256 at 6%; with 100% employer match about $57,663 at 4% or $38,442 at 6%.
2020140$1,751,027$210,200$5,255iApproximate average salary by contribution assumption: employee only about $131,375 at 4% or $87,583 at 6%; with 50% employer match about $87,583 at 4% or $58,389 at 6%; with 100% employer match about $65,688 at 4% or $43,792 at 6%.
Chappell, Smith & Associates Inc. Employees Savings & Retirement Plan-40$1,751,027$210,200$5,255iApproximate average salary by contribution assumption: employee only about $131,375 at 4% or $87,583 at 6%; with 50% employer match about $87,583 at 4% or $58,389 at 6%; with 100% employer match about $65,688 at 4% or $43,792 at 6%.
2019128$1,354,070$115,827$4,137iApproximate average salary by contribution assumption: employee only about $103,417 at 4% or $68,945 at 6%; with 50% employer match about $68,945 at 4% or $45,963 at 6%; with 100% employer match about $51,708 at 4% or $34,472 at 6%.
Chappell, Smith & Associates Inc. Employees Savings & Retirement Plan-28$1,354,070$115,827$4,137iApproximate average salary by contribution assumption: employee only about $103,417 at 4% or $68,945 at 6%; with 50% employer match about $68,945 at 4% or $45,963 at 6%; with 100% employer match about $51,708 at 4% or $34,472 at 6%.
2018124$1,100,854$99,489$4,145iApproximate average salary by contribution assumption: employee only about $103,634 at 4% or $69,090 at 6%; with 50% employer match about $69,090 at 4% or $46,060 at 6%; with 100% employer match about $51,817 at 4% or $34,545 at 6%.
Chappell, Smith & Associates Inc. Employees Savings & Retirement Plan-24$1,100,854$99,489$4,145iApproximate average salary by contribution assumption: employee only about $103,634 at 4% or $69,090 at 6%; with 50% employer match about $69,090 at 4% or $46,060 at 6%; with 100% employer match about $51,817 at 4% or $34,545 at 6%.
2017131$1,444,742$106,925$3,449iApproximate average salary by contribution assumption: employee only about $86,230 at 4% or $57,487 at 6%; with 50% employer match about $57,487 at 4% or $38,324 at 6%; with 100% employer match about $43,115 at 4% or $28,743 at 6%.
Chappell, Smith & Associates Inc. Employees Savings & Retirement Plan-31$1,444,742$106,925$3,449iApproximate average salary by contribution assumption: employee only about $86,230 at 4% or $57,487 at 6%; with 50% employer match about $57,487 at 4% or $38,324 at 6%; with 100% employer match about $43,115 at 4% or $28,743 at 6%.
2016131$1,226,670$84,649$2,731iApproximate average salary by contribution assumption: employee only about $68,265 at 4% or $45,510 at 6%; with 50% employer match about $45,510 at 4% or $30,340 at 6%; with 100% employer match about $34,133 at 4% or $22,755 at 6%.
Chappell, Smith & Associates Inc. Employees Savings & Retirement Plan-31$1,226,670$84,649$2,731iApproximate average salary by contribution assumption: employee only about $68,265 at 4% or $45,510 at 6%; with 50% employer match about $45,510 at 4% or $30,340 at 6%; with 100% employer match about $34,133 at 4% or $22,755 at 6%.
2015132$1,176,167$101,993$3,187iApproximate average salary by contribution assumption: employee only about $79,682 at 4% or $53,121 at 6%; with 50% employer match about $53,121 at 4% or $35,414 at 6%; with 100% employer match about $39,841 at 4% or $26,561 at 6%.
Chappell, Smith & Associates Inc. Employees Savings & Retirement Plan-32$1,176,167$101,993$3,187iApproximate average salary by contribution assumption: employee only about $79,682 at 4% or $53,121 at 6%; with 50% employer match about $53,121 at 4% or $35,414 at 6%; with 100% employer match about $39,841 at 4% or $26,561 at 6%.
2014132$1,086,496$92,646$2,895iApproximate average salary by contribution assumption: employee only about $72,380 at 4% or $48,253 at 6%; with 50% employer match about $48,253 at 4% or $32,169 at 6%; with 100% employer match about $36,190 at 4% or $24,127 at 6%.
Chappell, Smith & Associates Inc. Employees Savings & Retirement Plan-32$1,086,496$92,646$2,895iApproximate average salary by contribution assumption: employee only about $72,380 at 4% or $48,253 at 6%; with 50% employer match about $48,253 at 4% or $32,169 at 6%; with 100% employer match about $36,190 at 4% or $24,127 at 6%.
2013134$972,277$86,779$2,552iApproximate average salary by contribution assumption: employee only about $63,808 at 4% or $42,539 at 6%; with 50% employer match about $42,539 at 4% or $28,359 at 6%; with 100% employer match about $31,904 at 4% or $21,269 at 6%.
Chappell, Smith & Associates Inc. Employees Savings & Retirement Plan-34$972,277$86,779$2,552iApproximate average salary by contribution assumption: employee only about $63,808 at 4% or $42,539 at 6%; with 50% employer match about $42,539 at 4% or $28,359 at 6%; with 100% employer match about $31,904 at 4% or $21,269 at 6%.
2012134$1,473,976$402,354$11,834iApproximate average salary by contribution assumption: employee only about $295,849 at 4% or $197,232 at 6%; with 50% employer match about $197,232 at 4% or $131,488 at 6%; with 100% employer match about $147,924 at 4% or $98,616 at 6%.
Chappell, Smith & Associates Inc. Employees Savings & Retirement Plan-34$1,473,976$402,354$11,834iApproximate average salary by contribution assumption: employee only about $295,849 at 4% or $197,232 at 6%; with 50% employer match about $197,232 at 4% or $131,488 at 6%; with 100% employer match about $147,924 at 4% or $98,616 at 6%.
2011125$1,751,563$127,011$5,080iApproximate average salary by contribution assumption: employee only about $127,011 at 4% or $84,674 at 6%; with 50% employer match about $84,674 at 4% or $56,449 at 6%; with 100% employer match about $63,505 at 4% or $42,337 at 6%.
Chappell, Smith & Associates Inc. Employees Savings & Retirement Plan-25$1,751,563$127,011$5,080iApproximate average salary by contribution assumption: employee only about $127,011 at 4% or $84,674 at 6%; with 50% employer match about $84,674 at 4% or $56,449 at 6%; with 100% employer match about $63,505 at 4% or $42,337 at 6%.
2010130$1,727,484$119,278$3,976iApproximate average salary by contribution assumption: employee only about $99,398 at 4% or $66,266 at 6%; with 50% employer match about $66,266 at 4% or $44,177 at 6%; with 100% employer match about $49,699 at 4% or $33,133 at 6%.
Chappell, Smith & Associates Inc. Employees Savings & Retirement Plan-30$1,727,484$119,278$3,976iApproximate average salary by contribution assumption: employee only about $99,398 at 4% or $66,266 at 6%; with 50% employer match about $66,266 at 4% or $44,177 at 6%; with 100% employer match about $49,699 at 4% or $33,133 at 6%.
2009130$1,440,433$117,496$3,917iApproximate average salary by contribution assumption: employee only about $97,913 at 4% or $65,276 at 6%; with 50% employer match about $65,276 at 4% or $43,517 at 6%; with 100% employer match about $48,957 at 4% or $32,638 at 6%.
Chappell, Smith & Associates Inc. Employees Savings & Retirement Plan-30$1,440,433$117,496$3,917iApproximate average salary by contribution assumption: employee only about $97,913 at 4% or $65,276 at 6%; with 50% employer match about $65,276 at 4% or $43,517 at 6%; with 100% employer match about $48,957 at 4% or $32,638 at 6%.
2008136$1,181,009$133,113$3,698iApproximate average salary by contribution assumption: employee only about $92,440 at 4% or $61,626 at 6%; with 50% employer match about $61,626 at 4% or $41,084 at 6%; with 100% employer match about $46,220 at 4% or $30,813 at 6%.
Chappell, Smith & Associates Inc. Employees Savings & Retirement Plan-36$1,181,009$133,113$3,698iApproximate average salary by contribution assumption: employee only about $92,440 at 4% or $61,626 at 6%; with 50% employer match about $61,626 at 4% or $41,084 at 6%; with 100% employer match about $46,220 at 4% or $30,813 at 6%.
200710$1,496,061$126,713-
Chappell, Smith & Associates Inc. Employees Savings & Retirement Plan-0$1,496,061$126,713-
2006122$1,481,672$136,860$6,221iApproximate average salary by contribution assumption: employee only about $155,523 at 4% or $103,682 at 6%; with 50% employer match about $103,682 at 4% or $69,121 at 6%; with 100% employer match about $77,761 at 4% or $51,841 at 6%.
Chappell, Smith & Associates Inc. Employees Savings & Retirement Plan-22$1,481,672$136,860$6,221iApproximate average salary by contribution assumption: employee only about $155,523 at 4% or $103,682 at 6%; with 50% employer match about $103,682 at 4% or $69,121 at 6%; with 100% employer match about $77,761 at 4% or $51,841 at 6%.
2005126$1,271,211$105,131$4,044iApproximate average salary by contribution assumption: employee only about $101,088 at 4% or $67,392 at 6%; with 50% employer match about $67,392 at 4% or $44,928 at 6%; with 100% employer match about $50,544 at 4% or $33,696 at 6%.
Chappell, Smith & Associates Inc. Employees Savings & Retirement Plan-26$1,271,211$105,131$4,044iApproximate average salary by contribution assumption: employee only about $101,088 at 4% or $67,392 at 6%; with 50% employer match about $67,392 at 4% or $44,928 at 6%; with 100% employer match about $50,544 at 4% or $33,696 at 6%.
2004125$1,129,343$102,325$4,093iApproximate average salary by contribution assumption: employee only about $102,325 at 4% or $68,217 at 6%; with 50% employer match about $68,217 at 4% or $45,478 at 6%; with 100% employer match about $51,163 at 4% or $34,108 at 6%.
Chappell, Smith & Associates Inc. Employees Savings & Retirement Plan-25$1,129,343$102,325$4,093iApproximate average salary by contribution assumption: employee only about $102,325 at 4% or $68,217 at 6%; with 50% employer match about $68,217 at 4% or $45,478 at 6%; with 100% employer match about $51,163 at 4% or $34,108 at 6%.
2003134$1,021,099$111,017$3,265iApproximate average salary by contribution assumption: employee only about $81,630 at 4% or $54,420 at 6%; with 50% employer match about $54,420 at 4% or $36,280 at 6%; with 100% employer match about $40,815 at 4% or $27,210 at 6%.
Chappell, Smith & Associates Inc. Employees Savings & Retirement Plan-34$1,021,099$111,017$3,265iApproximate average salary by contribution assumption: employee only about $81,630 at 4% or $54,420 at 6%; with 50% employer match about $54,420 at 4% or $36,280 at 6%; with 100% employer match about $40,815 at 4% or $27,210 at 6%.
2002134$773,636$91,659$2,696iApproximate average salary by contribution assumption: employee only about $67,396 at 4% or $44,931 at 6%; with 50% employer match about $44,931 at 4% or $29,954 at 6%; with 100% employer match about $33,698 at 4% or $22,465 at 6%.
Chappell, Smith & Associates Inc. Employees Savings & Retirement Plan-34$773,636$91,659$2,696iApproximate average salary by contribution assumption: employee only about $67,396 at 4% or $44,931 at 6%; with 50% employer match about $44,931 at 4% or $29,954 at 6%; with 100% employer match about $33,698 at 4% or $22,465 at 6%.
2000123$952,976$96,472$4,194iApproximate average salary by contribution assumption: employee only about $104,861 at 4% or $69,907 at 6%; with 50% employer match about $69,907 at 4% or $46,605 at 6%; with 100% employer match about $52,430 at 4% or $34,954 at 6%.
Chappell, Smith & Associates Inc. Employees Savings & Retirement Plan-23$952,976$96,472$4,194iApproximate average salary by contribution assumption: employee only about $104,861 at 4% or $69,907 at 6%; with 50% employer match about $69,907 at 4% or $46,605 at 6%; with 100% employer match about $52,430 at 4% or $34,954 at 6%.
1999123$884,328$79,883$3,473iApproximate average salary by contribution assumption: employee only about $86,829 at 4% or $57,886 at 6%; with 50% employer match about $57,886 at 4% or $38,591 at 6%; with 100% employer match about $43,415 at 4% or $28,943 at 6%.
Chappell, Smith & Associates Inc. Employees Savings & Retirement Plan-23$884,328$79,883$3,473iApproximate average salary by contribution assumption: employee only about $86,829 at 4% or $57,886 at 6%; with 50% employer match about $57,886 at 4% or $38,591 at 6%; with 100% employer match about $43,415 at 4% or $28,943 at 6%.