Civic Intelligence

Charted Course Advisors

Plan context: Charted Course Advisors 401(K) Plan

EIN 82-0684715 • Chicago, IL • 7 filings • 1 plans

734 W. Briar Place Unit 1Chicago, IL 60657
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$464,609

2025 Contributions

$43,855

Historical Graphs

Total Assets Over Time

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

$464,609$232,305$0201920222024YearValue
$464,609Latest year 2024

Participants Over Time

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

530201920222024YearValue
5Latest year 2024

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
202510$0$0-
Charted Course Advisors 401(K) Plan-0$0--
202415$464,609$43,855$8,771iApproximate average salary by contribution assumption: employee only about $219,275 at 4% or $146,183 at 6%; with 50% employer match about $146,183 at 4% or $97,456 at 6%; with 100% employer match about $109,638 at 4% or $73,092 at 6%.
Charted Course Advisors 401(K) Plan-5$464,609$43,855$8,771iApproximate average salary by contribution assumption: employee only about $219,275 at 4% or $146,183 at 6%; with 50% employer match about $146,183 at 4% or $97,456 at 6%; with 100% employer match about $109,638 at 4% or $73,092 at 6%.
202315$380,545$51,737$10,347iApproximate average salary by contribution assumption: employee only about $258,685 at 4% or $172,457 at 6%; with 50% employer match about $172,457 at 4% or $114,971 at 6%; with 100% employer match about $129,343 at 4% or $86,228 at 6%.
Charted Course Advisors 401(K) Plan-5$380,545$51,737$10,347iApproximate average salary by contribution assumption: employee only about $258,685 at 4% or $172,457 at 6%; with 50% employer match about $172,457 at 4% or $114,971 at 6%; with 100% employer match about $129,343 at 4% or $86,228 at 6%.
202215$281,118$51,079$10,216iApproximate average salary by contribution assumption: employee only about $255,395 at 4% or $170,263 at 6%; with 50% employer match about $170,263 at 4% or $113,509 at 6%; with 100% employer match about $127,697 at 4% or $85,132 at 6%.
Charted Course Advisors 401(K) Plan-5$281,118$51,079$10,216iApproximate average salary by contribution assumption: employee only about $255,395 at 4% or $170,263 at 6%; with 50% employer match about $170,263 at 4% or $113,509 at 6%; with 100% employer match about $127,697 at 4% or $85,132 at 6%.
202115$284,802$54,999$11,000iApproximate average salary by contribution assumption: employee only about $274,995 at 4% or $183,330 at 6%; with 50% employer match about $183,330 at 4% or $122,220 at 6%; with 100% employer match about $137,498 at 4% or $91,665 at 6%.
Charted Course Advisors 401(K) Plan-5$284,802$54,999$11,000iApproximate average salary by contribution assumption: employee only about $274,995 at 4% or $183,330 at 6%; with 50% employer match about $183,330 at 4% or $122,220 at 6%; with 100% employer match about $137,498 at 4% or $91,665 at 6%.
202014$206,532$33,446$8,362iApproximate average salary by contribution assumption: employee only about $209,038 at 4% or $139,358 at 6%; with 50% employer match about $139,358 at 4% or $92,906 at 6%; with 100% employer match about $104,519 at 4% or $69,679 at 6%.
Charted Course Advisors 401(K) Plan-4$206,532$33,446$8,362iApproximate average salary by contribution assumption: employee only about $209,038 at 4% or $139,358 at 6%; with 50% employer match about $139,358 at 4% or $92,906 at 6%; with 100% employer match about $104,519 at 4% or $69,679 at 6%.
201914$147,663$145,180$36,295iApproximate average salary by contribution assumption: employee only about $907,375 at 4% or $604,917 at 6%; with 50% employer match about $604,917 at 4% or $403,278 at 6%; with 100% employer match about $453,688 at 4% or $302,458 at 6%.
Charted Course Advisors 401(K) Plan-4$147,663$145,180$36,295iApproximate average salary by contribution assumption: employee only about $907,375 at 4% or $604,917 at 6%; with 50% employer match about $604,917 at 4% or $403,278 at 6%; with 100% employer match about $453,688 at 4% or $302,458 at 6%.