CHARTWELL SCHOOL
Plan context: CHARTWELL SCHOOL 403(B) DC PLAN
EIN 77-0119013 • Seaside, CA • 25 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
87
2024 Assets
$4,439,455
2024 Contributions
$518,013
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 | 87 | $4,439,455 | $518,013 | $5,954iApproximate average salary by contribution assumption: employee only about $148,854 at 4% or $99,236 at 6%; with 50% employer match about $99,236 at 4% or $66,157 at 6%; with 100% employer match about $74,427 at 4% or $49,618 at 6%. |
| CHARTWELL SCHOOL 403(B) DC PLAN | - | 87 | $4,439,455 | $518,013 | $5,954iApproximate average salary by contribution assumption: employee only about $148,854 at 4% or $99,236 at 6%; with 50% employer match about $99,236 at 4% or $66,157 at 6%; with 100% employer match about $74,427 at 4% or $49,618 at 6%. |
| 2023 | 1 | 79 | $3,567,848 | $807,186 | $10,218iApproximate average salary by contribution assumption: employee only about $255,439 at 4% or $170,292 at 6%; with 50% employer match about $170,292 at 4% or $113,528 at 6%; with 100% employer match about $127,719 at 4% or $85,146 at 6%. |
| CHARTWELL SCHOOL 403(B) DC PLAN | - | 79 | $3,567,848 | $807,186 | $10,218iApproximate average salary by contribution assumption: employee only about $255,439 at 4% or $170,292 at 6%; with 50% employer match about $170,292 at 4% or $113,528 at 6%; with 100% employer match about $127,719 at 4% or $85,146 at 6%. |
| 2022 | 1 | 62 | $2,510,865 | $403,080 | $6,501iApproximate average salary by contribution assumption: employee only about $162,532 at 4% or $108,355 at 6%; with 50% employer match about $108,355 at 4% or $72,237 at 6%; with 100% employer match about $81,266 at 4% or $54,177 at 6%. |
| CHARTWELL SCHOOL 403(B) DC PLAN | - | 62 | $2,510,865 | $403,080 | $6,501iApproximate average salary by contribution assumption: employee only about $162,532 at 4% or $108,355 at 6%; with 50% employer match about $108,355 at 4% or $72,237 at 6%; with 100% employer match about $81,266 at 4% or $54,177 at 6%. |
| 2021 | 1 | 46 | $1,946,786 | $430,331 | $9,355iApproximate average salary by contribution assumption: employee only about $233,876 at 4% or $155,917 at 6%; with 50% employer match about $155,917 at 4% or $103,945 at 6%; with 100% employer match about $116,938 at 4% or $77,959 at 6%. |
| CHARTWELL SCHOOL 403(B) DC PLAN | - | 46 | $1,946,786 | $430,331 | $9,355iApproximate average salary by contribution assumption: employee only about $233,876 at 4% or $155,917 at 6%; with 50% employer match about $155,917 at 4% or $103,945 at 6%; with 100% employer match about $116,938 at 4% or $77,959 at 6%. |
| 2020 | 1 | 39 | $1,815,457 | $232,496 | $5,961iApproximate average salary by contribution assumption: employee only about $149,036 at 4% or $99,357 at 6%; with 50% employer match about $99,357 at 4% or $66,238 at 6%; with 100% employer match about $74,518 at 4% or $49,679 at 6%. |
| CHARTWELL SCHOOL 403(B) DC PLAN | - | 39 | $1,815,457 | $232,496 | $5,961iApproximate average salary by contribution assumption: employee only about $149,036 at 4% or $99,357 at 6%; with 50% employer match about $99,357 at 4% or $66,238 at 6%; with 100% employer match about $74,518 at 4% or $49,679 at 6%. |
| 2019 | 1 | 34 | $1,678,903 | $165,692 | $4,873iApproximate average salary by contribution assumption: employee only about $121,832 at 4% or $81,222 at 6%; with 50% employer match about $81,222 at 4% or $54,148 at 6%; with 100% employer match about $60,916 at 4% or $40,611 at 6%. |
| CHARTWELL SCHOOL 403(B) DC PLAN | - | 34 | $1,678,903 | $165,692 | $4,873iApproximate average salary by contribution assumption: employee only about $121,832 at 4% or $81,222 at 6%; with 50% employer match about $81,222 at 4% or $54,148 at 6%; with 100% employer match about $60,916 at 4% or $40,611 at 6%. |
| 2018 | 1 | 19 | $1,555,993 | $148,636 | $7,823iApproximate average salary by contribution assumption: employee only about $195,574 at 4% or $130,382 at 6%; with 50% employer match about $130,382 at 4% or $86,922 at 6%; with 100% employer match about $97,787 at 4% or $65,191 at 6%. |
| CHARTWELL SCHOOL 403(B) DC PLAN | - | 19 | $1,555,993 | $148,636 | $7,823iApproximate average salary by contribution assumption: employee only about $195,574 at 4% or $130,382 at 6%; with 50% employer match about $130,382 at 4% or $86,922 at 6%; with 100% employer match about $97,787 at 4% or $65,191 at 6%. |
| 2017 | 1 | 13 | $1,343,105 | $207,715 | $15,978iApproximate average salary by contribution assumption: employee only about $399,452 at 4% or $266,301 at 6%; with 50% employer match about $266,301 at 4% or $177,534 at 6%; with 100% employer match about $199,726 at 4% or $133,151 at 6%. |
| CHARTWELL SCHOOL 403(B) DC PLAN | - | 13 | $1,343,105 | $207,715 | $15,978iApproximate average salary by contribution assumption: employee only about $399,452 at 4% or $266,301 at 6%; with 50% employer match about $266,301 at 4% or $177,534 at 6%; with 100% employer match about $199,726 at 4% or $133,151 at 6%. |
| 2016 | 1 | 13 | $1,140,180 | $57,735 | $4,441iApproximate average salary by contribution assumption: employee only about $111,029 at 4% or $74,019 at 6%; with 50% employer match about $74,019 at 4% or $49,346 at 6%; with 100% employer match about $55,514 at 4% or $37,010 at 6%. |
| CHARTWELL SCHOOL 403(B) DC PLAN | - | 13 | $1,140,180 | $57,735 | $4,441iApproximate average salary by contribution assumption: employee only about $111,029 at 4% or $74,019 at 6%; with 50% employer match about $74,019 at 4% or $49,346 at 6%; with 100% employer match about $55,514 at 4% or $37,010 at 6%. |
| 2015 | 1 | 19 | $1,755,430 | $100,551 | $5,292iApproximate average salary by contribution assumption: employee only about $132,304 at 4% or $88,203 at 6%; with 50% employer match about $88,203 at 4% or $58,802 at 6%; with 100% employer match about $66,152 at 4% or $44,101 at 6%. |
| CHARTWELL SCHOOL 403(B) DC PLAN | - | 19 | $1,755,430 | $100,551 | $5,292iApproximate average salary by contribution assumption: employee only about $132,304 at 4% or $88,203 at 6%; with 50% employer match about $88,203 at 4% or $58,802 at 6%; with 100% employer match about $66,152 at 4% or $44,101 at 6%. |
| 2014 | 1 | 23 | $1,902,584 | $109,604 | $4,765iApproximate average salary by contribution assumption: employee only about $119,135 at 4% or $79,423 at 6%; with 50% employer match about $79,423 at 4% or $52,949 at 6%; with 100% employer match about $59,567 at 4% or $39,712 at 6%. |
| CHARTWELL SCHOOL 403(B) DC PLAN | - | 23 | $1,902,584 | $109,604 | $4,765iApproximate average salary by contribution assumption: employee only about $119,135 at 4% or $79,423 at 6%; with 50% employer match about $79,423 at 4% or $52,949 at 6%; with 100% employer match about $59,567 at 4% or $39,712 at 6%. |
| 2013 | 1 | 24 | $2,043,860 | $506,649 | $21,110iApproximate average salary by contribution assumption: employee only about $527,759 at 4% or $351,840 at 6%; with 50% employer match about $351,840 at 4% or $234,560 at 6%; with 100% employer match about $263,880 at 4% or $175,920 at 6%. |
| CHARTWELL SCHOOL 403(B) DC PLAN | - | 24 | $2,043,860 | $506,649 | $21,110iApproximate average salary by contribution assumption: employee only about $527,759 at 4% or $351,840 at 6%; with 50% employer match about $351,840 at 4% or $234,560 at 6%; with 100% employer match about $263,880 at 4% or $175,920 at 6%. |
| 2012 | 1 | 31 | $2,071,582 | $151,035 | $4,872iApproximate average salary by contribution assumption: employee only about $121,802 at 4% or $81,202 at 6%; with 50% employer match about $81,202 at 4% or $54,134 at 6%; with 100% employer match about $60,901 at 4% or $40,601 at 6%. |
| CHARTWELL SCHOOL 403(B) DC PLAN | - | 31 | $2,071,582 | $151,035 | $4,872iApproximate average salary by contribution assumption: employee only about $121,802 at 4% or $81,202 at 6%; with 50% employer match about $81,202 at 4% or $54,134 at 6%; with 100% employer match about $60,901 at 4% or $40,601 at 6%. |
| 2011 | 1 | 36 | $2,022,340 | $129,261 | $3,591iApproximate average salary by contribution assumption: employee only about $89,765 at 4% or $59,843 at 6%; with 50% employer match about $59,843 at 4% or $39,895 at 6%; with 100% employer match about $44,882 at 4% or $29,922 at 6%. |
| CHARTWELL SCHOOL 403(B) DC PLAN | - | 36 | $2,022,340 | $129,261 | $3,591iApproximate average salary by contribution assumption: employee only about $89,765 at 4% or $59,843 at 6%; with 50% employer match about $59,843 at 4% or $39,895 at 6%; with 100% employer match about $44,882 at 4% or $29,922 at 6%. |
| 2010 | 1 | 39 | $1,976,709 | $180,301 | $4,623iApproximate average salary by contribution assumption: employee only about $115,578 at 4% or $77,052 at 6%; with 50% employer match about $77,052 at 4% or $51,368 at 6%; with 100% employer match about $57,789 at 4% or $38,526 at 6%. |
| CHARTWELL SCHOOL 403(B) DC PLAN | - | 39 | $1,976,709 | $180,301 | $4,623iApproximate average salary by contribution assumption: employee only about $115,578 at 4% or $77,052 at 6%; with 50% employer match about $77,052 at 4% or $51,368 at 6%; with 100% employer match about $57,789 at 4% or $38,526 at 6%. |
| 2009 | 1 | 37 | $1,612,076 | $207,568 | $5,610iApproximate average salary by contribution assumption: employee only about $140,249 at 4% or $93,499 at 6%; with 50% employer match about $93,499 at 4% or $62,333 at 6%; with 100% employer match about $70,124 at 4% or $46,750 at 6%. |
| CHARTWELL SCHOOL 403(B) DC PLAN | - | 37 | $1,612,076 | $207,568 | $5,610iApproximate average salary by contribution assumption: employee only about $140,249 at 4% or $93,499 at 6%; with 50% employer match about $93,499 at 4% or $62,333 at 6%; with 100% employer match about $70,124 at 4% or $46,750 at 6%. |
| 2008 | 1 | 28 | $0 | $0 | - |
| CHARTWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | - | 28 | - | - | - |
| 2007 | 1 | 29 | $0 | $0 | - |
| CHARTWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | - | 29 | - | - | - |
| 2006 | 1 | 21 | $0 | $0 | - |
| CHARTWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | - | 21 | - | - | - |
| 2005 | 1 | 22 | $0 | $0 | - |
| CHARTWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | - | 22 | - | - | - |
| 2004 | 1 | 23 | $0 | $0 | - |
| CHARTWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | - | 23 | - | - | - |
| 2003 | 1 | 17 | $0 | $0 | - |
| CHARTWELL SCHOOL DEFINED CONTIBUTION RETIREMENT PLAN | - | 17 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| CHARTWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| CHARTWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| CHARTWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | - | 0 | - | - | - |