Chumney & Associates Inc.
Plan context: Chumney & Associates 401(K) Plan
EIN 65-0513957 • North Palm Beach, FL • 9 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
47
2024 Assets
$2,028,080
2024 Contributions
$252,460
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 47 | $2,028,080 | $252,460 | $5,371iApproximate average salary by contribution assumption: employee only about $134,287 at 4% or $89,525 at 6%; with 50% employer match about $89,525 at 4% or $59,683 at 6%; with 100% employer match about $67,144 at 4% or $44,762 at 6%. |
| Chumney & Associates 401(K) Plan | - | 47 | $2,028,080 | $252,460 | $5,371iApproximate average salary by contribution assumption: employee only about $134,287 at 4% or $89,525 at 6%; with 50% employer match about $89,525 at 4% or $59,683 at 6%; with 100% employer match about $67,144 at 4% or $44,762 at 6%. |
| 2023 | 1 | 48 | $1,612,162 | $225,964 | $4,708iApproximate average salary by contribution assumption: employee only about $117,690 at 4% or $78,460 at 6%; with 50% employer match about $78,460 at 4% or $52,306 at 6%; with 100% employer match about $58,845 at 4% or $39,230 at 6%. |
| Chumney & Associates 401(K) Plan | - | 48 | $1,612,162 | $225,964 | $4,708iApproximate average salary by contribution assumption: employee only about $117,690 at 4% or $78,460 at 6%; with 50% employer match about $78,460 at 4% or $52,306 at 6%; with 100% employer match about $58,845 at 4% or $39,230 at 6%. |
| 2022 | 1 | 53 | $1,252,570 | $250,745 | $4,731iApproximate average salary by contribution assumption: employee only about $118,276 at 4% or $78,851 at 6%; with 50% employer match about $78,851 at 4% or $52,567 at 6%; with 100% employer match about $59,138 at 4% or $39,425 at 6%. |
| Chumney & Associates 401(K) Plan | - | 53 | $1,252,570 | $250,745 | $4,731iApproximate average salary by contribution assumption: employee only about $118,276 at 4% or $78,851 at 6%; with 50% employer match about $78,851 at 4% or $52,567 at 6%; with 100% employer match about $59,138 at 4% or $39,425 at 6%. |
| 2021 | 1 | 61 | $1,373,459 | $249,768 | $4,095iApproximate average salary by contribution assumption: employee only about $102,364 at 4% or $68,243 at 6%; with 50% employer match about $68,243 at 4% or $45,495 at 6%; with 100% employer match about $51,182 at 4% or $34,121 at 6%. |
| Chumney & Associates 401(K) Plan | - | 61 | $1,373,459 | $249,768 | $4,095iApproximate average salary by contribution assumption: employee only about $102,364 at 4% or $68,243 at 6%; with 50% employer match about $68,243 at 4% or $45,495 at 6%; with 100% employer match about $51,182 at 4% or $34,121 at 6%. |
| 2020 | 1 | 52 | $1,016,914 | $218,573 | $4,203iApproximate average salary by contribution assumption: employee only about $105,083 at 4% or $70,055 at 6%; with 50% employer match about $70,055 at 4% or $46,704 at 6%; with 100% employer match about $52,542 at 4% or $35,028 at 6%. |
| Chumney & Associates 401(K) Plan | - | 52 | $1,016,914 | $218,573 | $4,203iApproximate average salary by contribution assumption: employee only about $105,083 at 4% or $70,055 at 6%; with 50% employer match about $70,055 at 4% or $46,704 at 6%; with 100% employer match about $52,542 at 4% or $35,028 at 6%. |
| 2019 | 1 | 62 | $858,036 | $235,976 | $3,806iApproximate average salary by contribution assumption: employee only about $95,152 at 4% or $63,434 at 6%; with 50% employer match about $63,434 at 4% or $42,290 at 6%; with 100% employer match about $47,576 at 4% or $31,717 at 6%. |
| Chumney & Associates 401(K) Plan | - | 62 | $858,036 | $235,976 | $3,806iApproximate average salary by contribution assumption: employee only about $95,152 at 4% or $63,434 at 6%; with 50% employer match about $63,434 at 4% or $42,290 at 6%; with 100% employer match about $47,576 at 4% or $31,717 at 6%. |
| 2018 | 1 | 63 | $551,261 | $288,286 | $4,576iApproximate average salary by contribution assumption: employee only about $114,399 at 4% or $76,266 at 6%; with 50% employer match about $76,266 at 4% or $50,844 at 6%; with 100% employer match about $57,200 at 4% or $38,133 at 6%. |
| Chumney & Associates 401(K) Plan | - | 63 | $551,261 | $288,286 | $4,576iApproximate average salary by contribution assumption: employee only about $114,399 at 4% or $76,266 at 6%; with 50% employer match about $76,266 at 4% or $50,844 at 6%; with 100% employer match about $57,200 at 4% or $38,133 at 6%. |
| 2017 | 1 | 59 | $364,777 | $274,211 | $4,648iApproximate average salary by contribution assumption: employee only about $116,191 at 4% or $77,461 at 6%; with 50% employer match about $77,461 at 4% or $51,640 at 6%; with 100% employer match about $58,096 at 4% or $38,730 at 6%. |
| Chumney & Associates 401(K) Plan | - | 59 | $364,777 | $274,211 | $4,648iApproximate average salary by contribution assumption: employee only about $116,191 at 4% or $77,461 at 6%; with 50% employer match about $77,461 at 4% or $51,640 at 6%; with 100% employer match about $58,096 at 4% or $38,730 at 6%. |
| 2016 | 1 | 48 | $83,103 | $82,261 | $1,714iApproximate average salary by contribution assumption: employee only about $42,844 at 4% or $28,563 at 6%; with 50% employer match about $28,563 at 4% or $19,042 at 6%; with 100% employer match about $21,422 at 4% or $14,281 at 6%. |
| Chumney & Associates 401(K) Plan | - | 48 | $83,103 | $82,261 | $1,714iApproximate average salary by contribution assumption: employee only about $42,844 at 4% or $28,563 at 6%; with 50% employer match about $28,563 at 4% or $19,042 at 6%; with 100% employer match about $21,422 at 4% or $14,281 at 6%. |