Civic Intelligence

Chartwell Financial Advisory LLC

Plan context: Chartwell 401(K) Profit Sharing Plan

EIN 71-0870378 • Minneapolis, MN • 8 filings • 2 plans

33 South Sixth StreetSuite 4750Minneapolis, MN 55402
Current Snapshot

Latest Year

2014

2014 Participants

44

2014 Assets

$2,768,593

2014 Contributions

$594,362

Historical Graphs

Total Assets Over Time

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

$2,768,593$1,384,297$0200720112014YearValue
$2,768,593Latest year 2014

Participants Over Time

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

44220200720112014YearValue
44Latest 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
2014144$2,768,593$594,362$13,508iApproximate average salary by contribution assumption: employee only about $337,706 at 4% or $225,137 at 6%; with 50% employer match about $225,137 at 4% or $150,091 at 6%; with 100% employer match about $168,853 at 4% or $112,569 at 6%.
Chartwell 401(K) Profit Sharing Plan-44$2,768,593$594,362$13,508iApproximate average salary by contribution assumption: employee only about $337,706 at 4% or $225,137 at 6%; with 50% employer match about $225,137 at 4% or $150,091 at 6%; with 100% employer match about $168,853 at 4% or $112,569 at 6%.
2013136$2,084,200$417,207$11,589iApproximate average salary by contribution assumption: employee only about $289,727 at 4% or $193,151 at 6%; with 50% employer match about $193,151 at 4% or $128,768 at 6%; with 100% employer match about $144,864 at 4% or $96,576 at 6%.
Chartwell 401(K) Profit Sharing Plan-36$2,084,200$417,207$11,589iApproximate average salary by contribution assumption: employee only about $289,727 at 4% or $193,151 at 6%; with 50% employer match about $193,151 at 4% or $128,768 at 6%; with 100% employer match about $144,864 at 4% or $96,576 at 6%.
2012132$1,348,148$246,433$7,701iApproximate average salary by contribution assumption: employee only about $192,526 at 4% or $128,351 at 6%; with 50% employer match about $128,351 at 4% or $85,567 at 6%; with 100% employer match about $96,263 at 4% or $64,175 at 6%.
Chartwell 401(K) Profit Sharing Plan-32$1,348,148$246,433$7,701iApproximate average salary by contribution assumption: employee only about $192,526 at 4% or $128,351 at 6%; with 50% employer match about $128,351 at 4% or $85,567 at 6%; with 100% employer match about $96,263 at 4% or $64,175 at 6%.
2011125$981,737$284,225$11,369iApproximate average salary by contribution assumption: employee only about $284,225 at 4% or $189,483 at 6%; with 50% employer match about $189,483 at 4% or $126,322 at 6%; with 100% employer match about $142,113 at 4% or $94,742 at 6%.
Chartwell 401(K) Profit Sharing Plan-25$981,737$284,225$11,369iApproximate average salary by contribution assumption: employee only about $284,225 at 4% or $189,483 at 6%; with 50% employer match about $189,483 at 4% or $126,322 at 6%; with 100% employer match about $142,113 at 4% or $94,742 at 6%.
2010119$768,687$214,570$11,293iApproximate average salary by contribution assumption: employee only about $282,329 at 4% or $188,219 at 6%; with 50% employer match about $188,219 at 4% or $125,480 at 6%; with 100% employer match about $141,164 at 4% or $94,110 at 6%.
Chartwell 401(K) Profit Sharing Plan-19$768,687$214,570$11,293iApproximate average salary by contribution assumption: employee only about $282,329 at 4% or $188,219 at 6%; with 50% employer match about $188,219 at 4% or $125,480 at 6%; with 100% employer match about $141,164 at 4% or $94,110 at 6%.
2009118$535,484$253,954$14,109iApproximate average salary by contribution assumption: employee only about $352,714 at 4% or $235,143 at 6%; with 50% employer match about $235,143 at 4% or $156,762 at 6%; with 100% employer match about $176,357 at 4% or $117,571 at 6%.
Chartwell 401(K) Profit Sharing Plan-18$535,484$253,954$14,109iApproximate average salary by contribution assumption: employee only about $352,714 at 4% or $235,143 at 6%; with 50% employer match about $235,143 at 4% or $156,762 at 6%; with 100% employer match about $176,357 at 4% or $117,571 at 6%.
2008119$201,196$125,443$6,602iApproximate average salary by contribution assumption: employee only about $165,057 at 4% or $110,038 at 6%; with 50% employer match about $110,038 at 4% or $73,358 at 6%; with 100% employer match about $82,528 at 4% or $55,019 at 6%.
Chartwell 401(K) Profit Sharing Plan-19$201,196$125,443$6,602iApproximate average salary by contribution assumption: employee only about $165,057 at 4% or $110,038 at 6%; with 50% employer match about $110,038 at 4% or $73,358 at 6%; with 100% employer match about $82,528 at 4% or $55,019 at 6%.
2007114$185,465$171,616$12,258iApproximate average salary by contribution assumption: employee only about $306,457 at 4% or $204,305 at 6%; with 50% employer match about $204,305 at 4% or $136,203 at 6%; with 100% employer match about $153,229 at 4% or $102,152 at 6%.
Chartwell 401(K) Profit Sharing Plan-14$185,465$171,616$12,258iApproximate average salary by contribution assumption: employee only about $306,457 at 4% or $204,305 at 6%; with 50% employer match about $204,305 at 4% or $136,203 at 6%; with 100% employer match about $153,229 at 4% or $102,152 at 6%.