Chuck Puleri & Associates Inc.
Plan context: CONSOLIDATED EMPLOYER SERVICES 401(K) PLAN
EIN 65-1071456 • Davie, FL • 24 filings • 5 plans
Current Snapshot
Latest Year
2023
2023 Participants
11
2023 Assets
$1,403,630
2023 Contributions
$90,392
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| CONSOLIDATED EMPLOYER SERVICES 401(K) PLAN | - | 0 | $0 | - | - |
| 2022 | 1 | 11 | $1,403,630 | $90,392 | $8,217iApproximate average salary by contribution assumption: employee only about $205,436 at 4% or $136,958 at 6%; with 50% employer match about $136,958 at 4% or $91,305 at 6%; with 100% employer match about $102,718 at 4% or $68,479 at 6%. |
| CONSOLIDATED EMPLOYER SERVICES 401(K) PLAN | - | 11 | $1,403,630 | $90,392 | $8,217iApproximate average salary by contribution assumption: employee only about $205,436 at 4% or $136,958 at 6%; with 50% employer match about $136,958 at 4% or $91,305 at 6%; with 100% employer match about $102,718 at 4% or $68,479 at 6%. |
| 2021 | 1 | 11 | $1,490,450 | $81,428 | $7,403iApproximate average salary by contribution assumption: employee only about $185,064 at 4% or $123,376 at 6%; with 50% employer match about $123,376 at 4% or $82,251 at 6%; with 100% employer match about $92,532 at 4% or $61,688 at 6%. |
| CONSOLIDATED EMPLOYER SERVICES 401(K) PLAN | - | 11 | $1,490,450 | $81,428 | $7,403iApproximate average salary by contribution assumption: employee only about $185,064 at 4% or $123,376 at 6%; with 50% employer match about $123,376 at 4% or $82,251 at 6%; with 100% employer match about $92,532 at 4% or $61,688 at 6%. |
| 2020 | 1 | 12 | $1,341,620 | $92,384 | $7,699iApproximate average salary by contribution assumption: employee only about $192,467 at 4% or $128,311 at 6%; with 50% employer match about $128,311 at 4% or $85,541 at 6%; with 100% employer match about $96,233 at 4% or $64,156 at 6%. |
| CONSOLIDATED EMPLOYER SERVICES 401(K) PLAN | - | 12 | $1,341,620 | $92,384 | $7,699iApproximate average salary by contribution assumption: employee only about $192,467 at 4% or $128,311 at 6%; with 50% employer match about $128,311 at 4% or $85,541 at 6%; with 100% employer match about $96,233 at 4% or $64,156 at 6%. |
| 2019 | 2 | 12 | $1,153,956 | $49,842 | $4,154iApproximate average salary by contribution assumption: employee only about $103,838 at 4% or $69,225 at 6%; with 50% employer match about $69,225 at 4% or $46,150 at 6%; with 100% employer match about $51,919 at 4% or $34,613 at 6%. |
| CONSOLIDATED EMPLOYER SERVICES 401(K) PLAN | - | 12 | $1,153,956 | $39,637 | $3,303iApproximate average salary by contribution assumption: employee only about $82,577 at 4% or $55,051 at 6%; with 50% employer match about $55,051 at 4% or $36,701 at 6%; with 100% employer match about $41,289 at 4% or $27,526 at 6%. |
| Chuck Puleri Associates Inc 401 K Profit Sharing Plan Trust | - | 0 | $0 | $10,205 | - |
| 2018 | 1 | 15 | $919,670 | $77,734 | $5,182iApproximate average salary by contribution assumption: employee only about $129,557 at 4% or $86,371 at 6%; with 50% employer match about $86,371 at 4% or $57,581 at 6%; with 100% employer match about $64,778 at 4% or $43,186 at 6%. |
| Chuck Puleri Associates Inc 401 K Profit Sharing Plan Trust | - | 15 | $919,670 | $77,734 | $5,182iApproximate average salary by contribution assumption: employee only about $129,557 at 4% or $86,371 at 6%; with 50% employer match about $86,371 at 4% or $57,581 at 6%; with 100% employer match about $64,778 at 4% or $43,186 at 6%. |
| 2017 | 1 | 15 | $867,837 | $65,137 | $4,342iApproximate average salary by contribution assumption: employee only about $108,562 at 4% or $72,374 at 6%; with 50% employer match about $72,374 at 4% or $48,250 at 6%; with 100% employer match about $54,281 at 4% or $36,187 at 6%. |
| Chuck Puleri Associates Inc 401 K Profit Sharing Plan Trust | - | 15 | $867,837 | $65,137 | $4,342iApproximate average salary by contribution assumption: employee only about $108,562 at 4% or $72,374 at 6%; with 50% employer match about $72,374 at 4% or $48,250 at 6%; with 100% employer match about $54,281 at 4% or $36,187 at 6%. |
| 2016 | 1 | 14 | $710,596 | $55,815 | $3,987iApproximate average salary by contribution assumption: employee only about $99,670 at 4% or $66,446 at 6%; with 50% employer match about $66,446 at 4% or $44,298 at 6%; with 100% employer match about $49,835 at 4% or $33,223 at 6%. |
| Chuck Puleri Associates Inc 401 K Profit Sharing Plan Trust | - | 14 | $710,596 | $55,815 | $3,987iApproximate average salary by contribution assumption: employee only about $99,670 at 4% or $66,446 at 6%; with 50% employer match about $66,446 at 4% or $44,298 at 6%; with 100% employer match about $49,835 at 4% or $33,223 at 6%. |
| 2015 | 1 | 12 | $618,087 | $49,977 | $4,165iApproximate average salary by contribution assumption: employee only about $104,119 at 4% or $69,413 at 6%; with 50% employer match about $69,413 at 4% or $46,275 at 6%; with 100% employer match about $52,059 at 4% or $34,706 at 6%. |
| Chuck Puleri Associates Inc 401 K Profit Sharing Plan Trust | - | 12 | $618,087 | $49,977 | $4,165iApproximate average salary by contribution assumption: employee only about $104,119 at 4% or $69,413 at 6%; with 50% employer match about $69,413 at 4% or $46,275 at 6%; with 100% employer match about $52,059 at 4% or $34,706 at 6%. |
| 2014 | 1 | 13 | $575,003 | $43,603 | $3,354iApproximate average salary by contribution assumption: employee only about $83,852 at 4% or $55,901 at 6%; with 50% employer match about $55,901 at 4% or $37,268 at 6%; with 100% employer match about $41,926 at 4% or $27,951 at 6%. |
| Chuck Puleri Associates Inc 401 K Profit Sharing Plan Trust | - | 13 | $575,003 | $43,603 | $3,354iApproximate average salary by contribution assumption: employee only about $83,852 at 4% or $55,901 at 6%; with 50% employer match about $55,901 at 4% or $37,268 at 6%; with 100% employer match about $41,926 at 4% or $27,951 at 6%. |
| 2013 | 1 | 15 | $499,026 | $42,994 | $2,866iApproximate average salary by contribution assumption: employee only about $71,657 at 4% or $47,771 at 6%; with 50% employer match about $47,771 at 4% or $31,847 at 6%; with 100% employer match about $35,828 at 4% or $23,886 at 6%. |
| Chuck Puleri Associates Inc 401 K Profit Sharing Plan Trust | - | 15 | $499,026 | $42,994 | $2,866iApproximate average salary by contribution assumption: employee only about $71,657 at 4% or $47,771 at 6%; with 50% employer match about $47,771 at 4% or $31,847 at 6%; with 100% employer match about $35,828 at 4% or $23,886 at 6%. |
| 2012 | 1 | 13 | $430,787 | $51,103 | $3,931iApproximate average salary by contribution assumption: employee only about $98,275 at 4% or $65,517 at 6%; with 50% employer match about $65,517 at 4% or $43,678 at 6%; with 100% employer match about $49,138 at 4% or $32,758 at 6%. |
| Chuck Puleri Associates Inc 401 K Profit Sharing Plan Trust | - | 13 | $430,787 | $51,103 | $3,931iApproximate average salary by contribution assumption: employee only about $98,275 at 4% or $65,517 at 6%; with 50% employer match about $65,517 at 4% or $43,678 at 6%; with 100% employer match about $49,138 at 4% or $32,758 at 6%. |
| 2011 | 1 | 13 | $340,002 | $1,229 | $95iApproximate average salary by contribution assumption: employee only about $2,363 at 4% or $1,576 at 6%; with 50% employer match about $1,576 at 4% or $1,050 at 6%; with 100% employer match about $1,182 at 4% or $788 at 6%. |
| Chuck Puleri Associates Inc 401 K Profit Sharing Plan Trust | - | 13 | $340,002 | $1,229 | $95iApproximate average salary by contribution assumption: employee only about $2,363 at 4% or $1,576 at 6%; with 50% employer match about $1,576 at 4% or $1,050 at 6%; with 100% employer match about $1,182 at 4% or $788 at 6%. |
| 2010 | 1 | 21 | $378,524 | $40,656 | $1,936iApproximate average salary by contribution assumption: employee only about $48,400 at 4% or $32,267 at 6%; with 50% employer match about $32,267 at 4% or $21,511 at 6%; with 100% employer match about $24,200 at 4% or $16,133 at 6%. |
| Chuck Puleri Associates Inc 401 K Profit Sharing Plan Trust | - | 21 | $378,524 | $40,656 | $1,936iApproximate average salary by contribution assumption: employee only about $48,400 at 4% or $32,267 at 6%; with 50% employer match about $32,267 at 4% or $21,511 at 6%; with 100% employer match about $24,200 at 4% or $16,133 at 6%. |
| 2009 | 1 | 24 | $308,581 | $48,422 | $2,018iApproximate average salary by contribution assumption: employee only about $50,440 at 4% or $33,626 at 6%; with 50% employer match about $33,626 at 4% or $22,418 at 6%; with 100% employer match about $25,220 at 4% or $16,813 at 6%. |
| Chuck Puleri Associates Inc 401 K Profit Sharing Plan Trust | - | 24 | $308,581 | $48,422 | $2,018iApproximate average salary by contribution assumption: employee only about $50,440 at 4% or $33,626 at 6%; with 50% employer match about $33,626 at 4% or $22,418 at 6%; with 100% employer match about $25,220 at 4% or $16,813 at 6%. |
| 2008 | 1 | 14 | $194,296 | $45,105 | $3,222iApproximate average salary by contribution assumption: employee only about $80,545 at 4% or $53,696 at 6%; with 50% employer match about $53,696 at 4% or $35,798 at 6%; with 100% employer match about $40,272 at 4% or $26,848 at 6%. |
| Chuck Puleri Associates Inc 401 K Profit Sharing Plan Trust | - | 14 | $194,296 | $45,105 | $3,222iApproximate average salary by contribution assumption: employee only about $80,545 at 4% or $53,696 at 6%; with 50% employer match about $53,696 at 4% or $35,798 at 6%; with 100% employer match about $40,272 at 4% or $26,848 at 6%. |
| 2007 | 1 | 15 | $0 | $0 | - |
| Chuck Puleri Associates Inc 401 K Profit Sharing Plan Trust | - | 15 | - | - | - |
| 2006 | 1 | 18 | $247,463 | $46,781 | $2,599iApproximate average salary by contribution assumption: employee only about $64,974 at 4% or $43,316 at 6%; with 50% employer match about $43,316 at 4% or $28,877 at 6%; with 100% employer match about $32,487 at 4% or $21,658 at 6%. |
| Chuck Puleri Associates Inc 401 K Profit Sharing Plan Trust | - | 18 | $247,463 | $46,781 | $2,599iApproximate average salary by contribution assumption: employee only about $64,974 at 4% or $43,316 at 6%; with 50% employer match about $43,316 at 4% or $28,877 at 6%; with 100% employer match about $32,487 at 4% or $21,658 at 6%. |
| 2005 | 1 | 17 | $177,900 | $46,978 | $2,763iApproximate average salary by contribution assumption: employee only about $69,085 at 4% or $46,057 at 6%; with 50% employer match about $46,057 at 4% or $30,705 at 6%; with 100% employer match about $34,543 at 4% or $23,028 at 6%. |
| Chuck Puleri Associates Inc 401 K Profit Sharing Plan Trust | - | 17 | $177,900 | $46,978 | $2,763iApproximate average salary by contribution assumption: employee only about $69,085 at 4% or $46,057 at 6%; with 50% employer match about $46,057 at 4% or $30,705 at 6%; with 100% employer match about $34,543 at 4% or $23,028 at 6%. |
| 2004 | 1 | 14 | $124,101 | $38,361 | $2,740iApproximate average salary by contribution assumption: employee only about $68,502 at 4% or $45,668 at 6%; with 50% employer match about $45,668 at 4% or $30,445 at 6%; with 100% employer match about $34,251 at 4% or $22,834 at 6%. |
| Chuck Puleri Associates Inc 401 K Profit Sharing Plan Trust | - | 14 | $124,101 | $38,361 | $2,740iApproximate average salary by contribution assumption: employee only about $68,502 at 4% or $45,668 at 6%; with 50% employer match about $45,668 at 4% or $30,445 at 6%; with 100% employer match about $34,251 at 4% or $22,834 at 6%. |
| 2003 | 1 | 12 | $98,043 | $46,844 | $3,904iApproximate average salary by contribution assumption: employee only about $97,592 at 4% or $65,061 at 6%; with 50% employer match about $65,061 at 4% or $43,374 at 6%; with 100% employer match about $48,796 at 4% or $32,531 at 6%. |
| Chuck Puleri Associates Inc 401 K Profit Sharing Plan Trust | - | 12 | $98,043 | $46,844 | $3,904iApproximate average salary by contribution assumption: employee only about $97,592 at 4% or $65,061 at 6%; with 50% employer match about $65,061 at 4% or $43,374 at 6%; with 100% employer match about $48,796 at 4% or $32,531 at 6%. |
| 2002 | 1 | 8 | $0 | $0 | - |
| Chuck Puleri Associates Inc 401 K Profit Sharing Plan Trust | - | 8 | - | - | - |
| 2001 | 1 | 7 | $0 | $0 | - |
| Chuck Puleri Associates Inc 401 K Profit Sharing Plan Trust | - | 7 | - | - | - |