Civic Intelligence

Chartwell Strategy Group LLC

Plan context: Chartwell Strategy Group 401(K) Plan

EIN 82-3762281 • Washington, DC • 6 filings • 1 plans

701 8th Street, NWSuite 620Washington, DC 20001
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$1,416,309

2025 Contributions

$239,801

Historical Graphs

Total Assets Over Time

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

$1,416,309$708,155$0202020232025YearValue
$1,416,309Latest year 2025

Participants Over Time

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

840202020232025YearValue
8Latest year 2025

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
202518$1,416,309$239,801$29,975iApproximate average salary by contribution assumption: employee only about $749,378 at 4% or $499,585 at 6%; with 50% employer match about $499,585 at 4% or $333,057 at 6%; with 100% employer match about $374,689 at 4% or $249,793 at 6%.
Chartwell Strategy Group 401(K) Plan-8$1,416,309$239,801$29,975iApproximate average salary by contribution assumption: employee only about $749,378 at 4% or $499,585 at 6%; with 50% employer match about $499,585 at 4% or $333,057 at 6%; with 100% employer match about $374,689 at 4% or $249,793 at 6%.
202418$988,531$214,737$26,842iApproximate average salary by contribution assumption: employee only about $671,053 at 4% or $447,369 at 6%; with 50% employer match about $447,369 at 4% or $298,246 at 6%; with 100% employer match about $335,527 at 4% or $223,684 at 6%.
Chartwell Strategy Group 401(K) Plan-8$988,531$214,737$26,842iApproximate average salary by contribution assumption: employee only about $671,053 at 4% or $447,369 at 6%; with 50% employer match about $447,369 at 4% or $298,246 at 6%; with 100% employer match about $335,527 at 4% or $223,684 at 6%.
202317$677,304$208,860$29,837iApproximate average salary by contribution assumption: employee only about $745,929 at 4% or $497,286 at 6%; with 50% employer match about $497,286 at 4% or $331,524 at 6%; with 100% employer match about $372,964 at 4% or $248,643 at 6%.
Chartwell Strategy Group 401(K) Plan-7$677,304$208,860$29,837iApproximate average salary by contribution assumption: employee only about $745,929 at 4% or $497,286 at 6%; with 50% employer match about $497,286 at 4% or $331,524 at 6%; with 100% employer match about $372,964 at 4% or $248,643 at 6%.
202217$379,681$149,232$21,319iApproximate average salary by contribution assumption: employee only about $532,971 at 4% or $355,314 at 6%; with 50% employer match about $355,314 at 4% or $236,876 at 6%; with 100% employer match about $266,486 at 4% or $177,657 at 6%.
Chartwell Strategy Group 401(K) Plan-7$379,681$149,232$21,319iApproximate average salary by contribution assumption: employee only about $532,971 at 4% or $355,314 at 6%; with 50% employer match about $355,314 at 4% or $236,876 at 6%; with 100% employer match about $266,486 at 4% or $177,657 at 6%.
202114$285,063$199,081$49,770iApproximate average salary by contribution assumption: employee only about $1,244,256 at 4% or $829,504 at 6%; with 50% employer match about $829,504 at 4% or $553,003 at 6%; with 100% employer match about $622,128 at 4% or $414,752 at 6%.
Chartwell Strategy Group 401(K) Plan-4$285,063$199,081$49,770iApproximate average salary by contribution assumption: employee only about $1,244,256 at 4% or $829,504 at 6%; with 50% employer match about $829,504 at 4% or $553,003 at 6%; with 100% employer match about $622,128 at 4% or $414,752 at 6%.
202015$91,574$78,025$15,605iApproximate average salary by contribution assumption: employee only about $390,125 at 4% or $260,083 at 6%; with 50% employer match about $260,083 at 4% or $173,389 at 6%; with 100% employer match about $195,063 at 4% or $130,042 at 6%.
Chartwell Strategy Group 401(K) Plan-5$91,574$78,025$15,605iApproximate average salary by contribution assumption: employee only about $390,125 at 4% or $260,083 at 6%; with 50% employer match about $260,083 at 4% or $173,389 at 6%; with 100% employer match about $195,063 at 4% or $130,042 at 6%.