Civic Intelligence

Chas W Ashby Co Inc

Plan context: Chas W Ashby Co Inc Employee Stock Ownership Plan

EIN 63-0495804 • Birmingham, AL • 49 filings • 6 plans

1905 Indian Lake DriveBirmingham, AL 35244
Current Snapshot

Latest Year

2023

2023 Participants

29

2023 Assets

$26,539,901

2023 Contributions

$1,165,117

Historical Graphs

Total Assets Over Time

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

$26,539,901$13,269,951$0199920152023YearValue
$26,539,901Latest year 2023

Participants Over Time

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

29150199920122023YearValue
29Latest year 2023

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
2023229$26,539,901$1,165,117$40,176iApproximate average salary by contribution assumption: employee only about $1,004,411 at 4% or $669,607 at 6%; with 50% employer match about $669,607 at 4% or $446,405 at 6%; with 100% employer match about $502,206 at 4% or $334,804 at 6%.
Chas W Ashby Co Inc Employee Stock Ownership Plan-29$23,996,874$1,165,117$40,176iApproximate average salary by contribution assumption: employee only about $1,004,411 at 4% or $669,607 at 6%; with 50% employer match about $669,607 at 4% or $446,405 at 6%; with 100% employer match about $502,206 at 4% or $334,804 at 6%.
CHAS. W. ASHBY CO., INC. PROFIT SHARING PLAN-29$2,543,027--
2022229$23,418,752$1,410,059$48,623iApproximate average salary by contribution assumption: employee only about $1,215,568 at 4% or $810,379 at 6%; with 50% employer match about $810,379 at 4% or $540,252 at 6%; with 100% employer match about $607,784 at 4% or $405,189 at 6%.
Chas W Ashby Co Inc Employee Stock Ownership Plan-29$21,293,114$1,262,350$43,529iApproximate average salary by contribution assumption: employee only about $1,088,233 at 4% or $725,489 at 6%; with 50% employer match about $725,489 at 4% or $483,659 at 6%; with 100% employer match about $544,116 at 4% or $362,744 at 6%.
CHAS. W. ASHBY CO., INC. PROFIT SHARING PLAN-29$2,125,638$147,709$5,093iApproximate average salary by contribution assumption: employee only about $127,335 at 4% or $84,890 at 6%; with 50% employer match about $84,890 at 4% or $56,593 at 6%; with 100% employer match about $63,668 at 4% or $42,445 at 6%.
2021229$21,214,428$1,055,100$36,383iApproximate average salary by contribution assumption: employee only about $909,569 at 4% or $606,379 at 6%; with 50% employer match about $606,379 at 4% or $404,253 at 6%; with 100% employer match about $454,784 at 4% or $303,190 at 6%.
Chas W Ashby Co Inc Employee Stock Ownership Plan-28$19,310,470$1,055,100$37,682iApproximate average salary by contribution assumption: employee only about $942,054 at 4% or $628,036 at 6%; with 50% employer match about $628,036 at 4% or $418,690 at 6%; with 100% employer match about $471,027 at 4% or $314,018 at 6%.
CHAS. W. ASHBY CO., INC. PROFIT SHARING PLAN-29$1,903,958--
2020229$17,903,390$968,724$33,404iApproximate average salary by contribution assumption: employee only about $835,107 at 4% or $556,738 at 6%; with 50% employer match about $556,738 at 4% or $371,159 at 6%; with 100% employer match about $417,553 at 4% or $278,369 at 6%.
Chas W Ashby Co Inc Employee Stock Ownership Plan-29$15,730,350$484,362$16,702iApproximate average salary by contribution assumption: employee only about $417,553 at 4% or $278,369 at 6%; with 50% employer match about $278,369 at 4% or $185,579 at 6%; with 100% employer match about $208,777 at 4% or $139,184 at 6%.
CHAS. W. ASHBY CO., INC. PROFIT SHARING PLAN-29$2,173,040$484,362$16,702iApproximate average salary by contribution assumption: employee only about $417,553 at 4% or $278,369 at 6%; with 50% employer match about $278,369 at 4% or $185,579 at 6%; with 100% employer match about $208,777 at 4% or $139,184 at 6%.
2019229$12,648,153$725,742$25,026iApproximate average salary by contribution assumption: employee only about $625,640 at 4% or $417,093 at 6%; with 50% employer match about $417,093 at 4% or $278,062 at 6%; with 100% employer match about $312,820 at 4% or $208,547 at 6%.
Chas W Ashby Co Inc Employee Stock Ownership Plan-29$11,269,540$725,742$25,026iApproximate average salary by contribution assumption: employee only about $625,640 at 4% or $417,093 at 6%; with 50% employer match about $417,093 at 4% or $278,062 at 6%; with 100% employer match about $312,820 at 4% or $208,547 at 6%.
CHAS. W. ASHBY CO., INC. PROFIT SHARING PLAN-8$1,378,613--
2018221$11,904,227$614,942$29,283iApproximate average salary by contribution assumption: employee only about $732,074 at 4% or $488,049 at 6%; with 50% employer match about $488,049 at 4% or $325,366 at 6%; with 100% employer match about $366,037 at 4% or $244,025 at 6%.
Chas W Ashby Co Inc Employee Stock Ownership Plan-21$10,564,875$614,942$29,283iApproximate average salary by contribution assumption: employee only about $732,074 at 4% or $488,049 at 6%; with 50% employer match about $488,049 at 4% or $325,366 at 6%; with 100% employer match about $366,037 at 4% or $244,025 at 6%.
CHAS. W. ASHBY CO., INC. PROFIT SHARING PLAN-8$1,339,352--
2017217$9,438,703$609,900$35,876iApproximate average salary by contribution assumption: employee only about $896,912 at 4% or $597,941 at 6%; with 50% employer match about $597,941 at 4% or $398,627 at 6%; with 100% employer match about $448,456 at 4% or $298,971 at 6%.
Chas W Ashby Co Inc Employee Stock Ownership Plan-17$8,217,719$609,900$35,876iApproximate average salary by contribution assumption: employee only about $896,912 at 4% or $597,941 at 6%; with 50% employer match about $597,941 at 4% or $398,627 at 6%; with 100% employer match about $448,456 at 4% or $298,971 at 6%.
CHAS. W. ASHBY CO., INC. PROFIT SHARING PLAN-8$1,220,984--
2016218$8,139,750$516,500$28,694iApproximate average salary by contribution assumption: employee only about $717,361 at 4% or $478,241 at 6%; with 50% employer match about $478,241 at 4% or $318,827 at 6%; with 100% employer match about $358,681 at 4% or $239,120 at 6%.
Chas W Ashby Co Inc Employee Stock Ownership Plan-18$6,919,491$516,500$28,694iApproximate average salary by contribution assumption: employee only about $717,361 at 4% or $478,241 at 6%; with 50% employer match about $478,241 at 4% or $318,827 at 6%; with 100% employer match about $358,681 at 4% or $239,120 at 6%.
CHAS. W. ASHBY CO., INC. PROFIT SHARING PLAN-8$1,220,259--
2015219$7,695,274$466,369$24,546iApproximate average salary by contribution assumption: employee only about $613,643 at 4% or $409,096 at 6%; with 50% employer match about $409,096 at 4% or $272,730 at 6%; with 100% employer match about $306,822 at 4% or $204,548 at 6%.
Chas W Ashby Co Inc Employee Stock Ownership Plan-19$6,600,436$374,613$19,716iApproximate average salary by contribution assumption: employee only about $492,912 at 4% or $328,608 at 6%; with 50% employer match about $328,608 at 4% or $219,072 at 6%; with 100% employer match about $246,456 at 4% or $164,304 at 6%.
CHAS. W. ASHBY CO., INC. PROFIT SHARING PLAN-18$1,094,838$91,756$5,098iApproximate average salary by contribution assumption: employee only about $127,439 at 4% or $84,959 at 6%; with 50% employer match about $84,959 at 4% or $56,640 at 6%; with 100% employer match about $63,719 at 4% or $42,480 at 6%.
2014220$8,248,934$623,379$31,169iApproximate average salary by contribution assumption: employee only about $779,224 at 4% or $519,483 at 6%; with 50% employer match about $519,483 at 4% or $346,322 at 6%; with 100% employer match about $389,612 at 4% or $259,741 at 6%.
Chas W Ashby Co Inc Employee Stock Ownership Plan-20$7,178,209$623,379$31,169iApproximate average salary by contribution assumption: employee only about $779,224 at 4% or $519,483 at 6%; with 50% employer match about $519,483 at 4% or $346,322 at 6%; with 100% employer match about $389,612 at 4% or $259,741 at 6%.
CHAS. W. ASHBY CO., INC. PROFIT SHARING PLAN-19$1,070,725--
2013219$7,306,046$604,157$31,798iApproximate average salary by contribution assumption: employee only about $794,943 at 4% or $529,962 at 6%; with 50% employer match about $529,962 at 4% or $353,308 at 6%; with 100% employer match about $397,472 at 4% or $264,981 at 6%.
Chas W Ashby Co Inc Employee Stock Ownership Plan-19$6,261,125$514,900$27,100iApproximate average salary by contribution assumption: employee only about $677,500 at 4% or $451,667 at 6%; with 50% employer match about $451,667 at 4% or $301,111 at 6%; with 100% employer match about $338,750 at 4% or $225,833 at 6%.
CHAS. W. ASHBY CO., INC. PROFIT SHARING PLAN-9$1,044,921$89,257$9,917iApproximate average salary by contribution assumption: employee only about $247,936 at 4% or $165,291 at 6%; with 50% employer match about $165,291 at 4% or $110,194 at 6%; with 100% employer match about $123,968 at 4% or $82,645 at 6%.
2012215$6,213,355$491,371$32,758iApproximate average salary by contribution assumption: employee only about $818,952 at 4% or $545,968 at 6%; with 50% employer match about $545,968 at 4% or $363,979 at 6%; with 100% employer match about $409,476 at 4% or $272,984 at 6%.
Chas W Ashby Co Inc Employee Stock Ownership Plan-15$5,301,093$447,222$29,815iApproximate average salary by contribution assumption: employee only about $745,370 at 4% or $496,913 at 6%; with 50% employer match about $496,913 at 4% or $331,276 at 6%; with 100% employer match about $372,685 at 4% or $248,457 at 6%.
CHAS. W. ASHBY CO., INC. PROFIT SHARING PLAN-7$912,262$44,149$6,307iApproximate average salary by contribution assumption: employee only about $157,675 at 4% or $105,117 at 6%; with 50% employer match about $105,117 at 4% or $70,078 at 6%; with 100% employer match about $78,838 at 4% or $52,558 at 6%.
2011215$6,098,834$484,700$32,313iApproximate average salary by contribution assumption: employee only about $807,833 at 4% or $538,556 at 6%; with 50% employer match about $538,556 at 4% or $359,037 at 6%; with 100% employer match about $403,917 at 4% or $269,278 at 6%.
Chas W Ashby Co Inc Employee Stock Ownership Plan-15$5,281,061$484,700$32,313iApproximate average salary by contribution assumption: employee only about $807,833 at 4% or $538,556 at 6%; with 50% employer match about $538,556 at 4% or $359,037 at 6%; with 100% employer match about $403,917 at 4% or $269,278 at 6%.
CHAS. W. ASHBY CO., INC. PROFIT SHARING PLAN-7$817,773--
2010215$5,440,523$1,877,456$125,164iApproximate average salary by contribution assumption: employee only about $3,129,093 at 4% or $2,086,062 at 6%; with 50% employer match about $2,086,062 at 4% or $1,390,708 at 6%; with 100% employer match about $1,564,547 at 4% or $1,043,031 at 6%.
Chas W Ashby Co Inc Employee Stock Ownership Plan-15$4,550,000$1,818,162$121,211iApproximate average salary by contribution assumption: employee only about $3,030,270 at 4% or $2,020,180 at 6%; with 50% employer match about $2,020,180 at 4% or $1,346,787 at 6%; with 100% employer match about $1,515,135 at 4% or $1,010,090 at 6%.
CHAS. W. ASHBY CO., INC. PROFIT SHARING PLAN-9$890,523$59,294$6,588iApproximate average salary by contribution assumption: employee only about $164,706 at 4% or $109,804 at 6%; with 50% employer match about $109,804 at 4% or $73,202 at 6%; with 100% employer match about $82,353 at 4% or $54,902 at 6%.
2009314$8,375,014$416,881$29,777iApproximate average salary by contribution assumption: employee only about $744,430 at 4% or $496,287 at 6%; with 50% employer match about $496,287 at 4% or $330,858 at 6%; with 100% employer match about $372,215 at 4% or $248,143 at 6%.
Chas W Ashby Co Inc Employee Stock Ownership Plan-14$5,123,422$343,549$24,539iApproximate average salary by contribution assumption: employee only about $613,480 at 4% or $408,987 at 6%; with 50% employer match about $408,987 at 4% or $272,658 at 6%; with 100% employer match about $306,740 at 4% or $204,493 at 6%.
Chas. W. Ashby Co Inc. Money Purchase Pension Plan-14$1,929,733$73,332$5,238iApproximate average salary by contribution assumption: employee only about $130,950 at 4% or $87,300 at 6%; with 50% employer match about $87,300 at 4% or $58,200 at 6%; with 100% employer match about $65,475 at 4% or $43,650 at 6%.
CHAS. W. ASHBY CO., INC. PROFIT SHARING PLAN-9$1,321,859--
2008214$0$0-
Chas. W. Ashby Co Inc. Money Purchase Pension Plan-14---
Chas W Ashby Co Inc Employee Stock Ownership Plan-14---
2007214$0$0-
Chas W Ashby Co Inc Employee Stock Ownership Plan-14---
Chas. W. Ashby Co Inc. Money Purchase Pension Plan-14---
2006216$0$0-
Chas W Ashby Co Inc Employee Stock Ownership Plan-16---
Chas. W. Ashby Co Inc. Money Purchase Pension Plan-16---
2005216$1,046,870$0-
Chas. W. Ashby Co Inc. Money Purchase Pension Plan-14$1,046,870--
Chas W Ashby Co Inc Employee Stock Ownership Plan-16---
2004216$4,600,013$0-
Chas W Ashby Co Inc Employee Stock Ownership Plan-16$3,563,099--
CHAS. W. ASHBY CO., INC. PROFIT SHARING PLAN-14$1,036,914--
2003218$0$0-
Chas. W. Ashby Co Inc. Money Purchase Pension Plan-17---
Chas W Ashby Co Inc Employee Stock Ownership Plan-18---
2002216$0$0-
Chas W Ashby Co Inc Employee Stock Ownership Plan-15---
CHAS. W. ASHBY CO., INC. PROFIT SHARING PLAN-16---
2001216$0$0-
Chas. W. Ashby Co Inc. Money Purchase Pension Plan-16---
Chas W Ashby Co Inc Employee Stock Ownership Plan-13---
1999215$5,779,962$375,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Chas W Ashby Co Inc Employee Stock Ownership Plan-15$4,065,032$200,000$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%.
Chas. W. Ashby Co Inc. Money Purchase Pension Plan-15$1,714,930$175,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.