Civic Intelligence

Chalos O'Connor LLP

Plan context: Chalos O'Connor LLP Pension Plan

EIN 65-1285331 • Port Washington, NY • 17 filings • 8 plans

366 Main StreetPort Washington, NY 11050
Current Snapshot

Latest Year

2015

2015 Participants

12

2015 Assets

$4,695,936

2015 Contributions

$717,313

Historical Graphs

Total Assets Over Time

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

$5,565,002$2,782,501$0200820112014YearValue
$4,695,936Latest year 2014

Participants Over Time

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

1890200720112014YearValue
12Latest year 2014

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
201510$0$0-
Chalos O'Connor LLP Pension Plan-0$0$0-
2014212$4,695,936$717,313$59,776iApproximate average salary by contribution assumption: employee only about $1,494,402 at 4% or $996,268 at 6%; with 50% employer match about $996,268 at 4% or $664,179 at 6%; with 100% employer match about $747,201 at 4% or $498,134 at 6%.
Chalos O'Connor LLP Pension Plan-12$4,695,936$502,608$41,884iApproximate average salary by contribution assumption: employee only about $1,047,100 at 4% or $698,067 at 6%; with 50% employer match about $698,067 at 4% or $465,378 at 6%; with 100% employer match about $523,550 at 4% or $349,033 at 6%.
Chalos O'Connor LLP 401(K) and Profit Sharing Plan-0-$214,705-
2013215$5,565,002$681,417$45,428iApproximate average salary by contribution assumption: employee only about $1,135,695 at 4% or $757,130 at 6%; with 50% employer match about $757,130 at 4% or $504,753 at 6%; with 100% employer match about $567,848 at 4% or $378,565 at 6%.
Chalos O'Connor LLP Pension Plan-15$4,110,370$512,423$34,162iApproximate average salary by contribution assumption: employee only about $854,038 at 4% or $569,359 at 6%; with 50% employer match about $569,359 at 4% or $379,573 at 6%; with 100% employer match about $427,019 at 4% or $284,679 at 6%.
Chalos O'Connor LLP 401(K) and Profit Sharing Plan-12$1,454,632$168,994$14,083iApproximate average salary by contribution assumption: employee only about $352,071 at 4% or $234,714 at 6%; with 50% employer match about $234,714 at 4% or $156,476 at 6%; with 100% employer match about $176,035 at 4% or $117,357 at 6%.
2012217$4,662,127$721,258$42,427iApproximate average salary by contribution assumption: employee only about $1,060,674 at 4% or $707,116 at 6%; with 50% employer match about $707,116 at 4% or $471,410 at 6%; with 100% employer match about $530,337 at 4% or $353,558 at 6%.
Chalos O'Connor LLP Pension Plan-17$3,455,591$551,347$32,432iApproximate average salary by contribution assumption: employee only about $810,804 at 4% or $540,536 at 6%; with 50% employer match about $540,536 at 4% or $360,358 at 6%; with 100% employer match about $405,402 at 4% or $270,268 at 6%.
Chalos O'Connor LLP 401(K) and Profit Sharing Plan-13$1,206,536$169,911$13,070iApproximate average salary by contribution assumption: employee only about $326,752 at 4% or $217,835 at 6%; with 50% employer match about $217,835 at 4% or $145,223 at 6%; with 100% employer match about $163,376 at 4% or $108,917 at 6%.
2011216$3,679,517$742,135$46,383iApproximate average salary by contribution assumption: employee only about $1,159,586 at 4% or $773,057 at 6%; with 50% employer match about $773,057 at 4% or $515,372 at 6%; with 100% employer match about $579,793 at 4% or $386,529 at 6%.
Chalos O'Connor LLP Pension Plan-16$2,754,675$569,227$35,577iApproximate average salary by contribution assumption: employee only about $889,417 at 4% or $592,945 at 6%; with 50% employer match about $592,945 at 4% or $395,297 at 6%; with 100% employer match about $444,709 at 4% or $296,472 at 6%.
Chalos O'Connor LLP 401(K) and Profit Sharing Plan-13$924,842$172,908$13,301iApproximate average salary by contribution assumption: employee only about $332,515 at 4% or $221,677 at 6%; with 50% employer match about $221,677 at 4% or $147,785 at 6%; with 100% employer match about $166,258 at 4% or $110,838 at 6%.
2010218$3,194,817$724,667$40,259iApproximate average salary by contribution assumption: employee only about $1,006,482 at 4% or $670,988 at 6%; with 50% employer match about $670,988 at 4% or $447,325 at 6%; with 100% employer match about $503,241 at 4% or $335,494 at 6%.
Chalos O'Connor LLP Pension Plan-18$2,167,255$528,078$29,338iApproximate average salary by contribution assumption: employee only about $733,442 at 4% or $488,961 at 6%; with 50% employer match about $488,961 at 4% or $325,974 at 6%; with 100% employer match about $366,721 at 4% or $244,481 at 6%.
Chalos O'Connor LLP 401(K) and Profit Sharing Plan-16$1,027,562$196,589$12,287iApproximate average salary by contribution assumption: employee only about $307,170 at 4% or $204,780 at 6%; with 50% employer match about $204,780 at 4% or $136,520 at 6%; with 100% employer match about $153,585 at 4% or $102,390 at 6%.
2009216$2,371,320$757,596$47,350iApproximate average salary by contribution assumption: employee only about $1,183,744 at 4% or $789,163 at 6%; with 50% employer match about $789,163 at 4% or $526,108 at 6%; with 100% employer match about $591,872 at 4% or $394,581 at 6%.
Chalos O'Connor LLP Pension Plan-16$1,646,635$533,793$33,362iApproximate average salary by contribution assumption: employee only about $834,052 at 4% or $556,034 at 6%; with 50% employer match about $556,034 at 4% or $370,690 at 6%; with 100% employer match about $417,026 at 4% or $278,017 at 6%.
Chalos O'Connor LLP 401(K) and Profit Sharing Plan-15$724,685$223,803$14,920iApproximate average salary by contribution assumption: employee only about $373,005 at 4% or $248,670 at 6%; with 50% employer match about $248,670 at 4% or $165,780 at 6%; with 100% employer match about $186,503 at 4% or $124,335 at 6%.
2008216$518,784$275,206$17,200iApproximate average salary by contribution assumption: employee only about $430,009 at 4% or $286,673 at 6%; with 50% employer match about $286,673 at 4% or $191,115 at 6%; with 100% employer match about $215,005 at 4% or $143,336 at 6%.
Chalos O'Connor LLP 401(K) and Profit Sharing Plan-16$518,784$275,206$17,200iApproximate average salary by contribution assumption: employee only about $430,009 at 4% or $286,673 at 6%; with 50% employer match about $286,673 at 4% or $191,115 at 6%; with 100% employer match about $215,005 at 4% or $143,336 at 6%.
Chalos O'Connor LLP Pension Plan-15---
2007215$0$0-
Chalos O'Connor LLP Pension Plan-15---
Chalos O'Connor LLP 401(K) and Profit Sharing Plan-12---