Civic Intelligence

C.T. CHASE & ASSOCIATES

Plan context: Chase & Associates 401K Plan

EIN 94-3308039 • Sausalito, CA • 20 filings • 2 plans

1505 Bridgeway, Suite 204Sausalito, CA 94965
Current Snapshot

Latest Year

2022

2022 Participants

6

2022 Assets

$1,796,370

2022 Contributions

$85,398

Historical Graphs

Total Assets Over Time

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

$1,796,370$898,185$0200320132021YearValue
$1,796,370Latest year 2021

Participants Over Time

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

630200320132021YearValue
6Latest year 2021

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
202210$0$0-
Chase & Associates 401K Plan-0$0--
202116$1,796,370$85,398$14,233iApproximate average salary by contribution assumption: employee only about $355,825 at 4% or $237,217 at 6%; with 50% employer match about $237,217 at 4% or $158,144 at 6%; with 100% employer match about $177,913 at 4% or $118,608 at 6%.
Chase & Associates 401K Plan-6$1,796,370$85,398$14,233iApproximate average salary by contribution assumption: employee only about $355,825 at 4% or $237,217 at 6%; with 50% employer match about $237,217 at 4% or $158,144 at 6%; with 100% employer match about $177,913 at 4% or $118,608 at 6%.
202015$1,506,166$82,743$16,549iApproximate average salary by contribution assumption: employee only about $413,715 at 4% or $275,810 at 6%; with 50% employer match about $275,810 at 4% or $183,873 at 6%; with 100% employer match about $206,857 at 4% or $137,905 at 6%.
Chase & Associates 401K Plan-5$1,506,166$82,743$16,549iApproximate average salary by contribution assumption: employee only about $413,715 at 4% or $275,810 at 6%; with 50% employer match about $275,810 at 4% or $183,873 at 6%; with 100% employer match about $206,857 at 4% or $137,905 at 6%.
201916$1,432,639$109,825$18,304iApproximate average salary by contribution assumption: employee only about $457,604 at 4% or $305,069 at 6%; with 50% employer match about $305,069 at 4% or $203,380 at 6%; with 100% employer match about $228,802 at 4% or $152,535 at 6%.
Chase & Associates 401K Plan-6$1,432,639$109,825$18,304iApproximate average salary by contribution assumption: employee only about $457,604 at 4% or $305,069 at 6%; with 50% employer match about $305,069 at 4% or $203,380 at 6%; with 100% employer match about $228,802 at 4% or $152,535 at 6%.
201816$1,110,156$115,560$19,260iApproximate average salary by contribution assumption: employee only about $481,500 at 4% or $321,000 at 6%; with 50% employer match about $321,000 at 4% or $214,000 at 6%; with 100% employer match about $240,750 at 4% or $160,500 at 6%.
Chase & Associates 401K Plan-6$1,110,156$115,560$19,260iApproximate average salary by contribution assumption: employee only about $481,500 at 4% or $321,000 at 6%; with 50% employer match about $321,000 at 4% or $214,000 at 6%; with 100% employer match about $240,750 at 4% or $160,500 at 6%.
201716$1,099,642$89,678$14,946iApproximate average salary by contribution assumption: employee only about $373,658 at 4% or $249,106 at 6%; with 50% employer match about $249,106 at 4% or $166,070 at 6%; with 100% employer match about $186,829 at 4% or $124,553 at 6%.
Chase & Associates 401K Plan-6$1,099,642$89,678$14,946iApproximate average salary by contribution assumption: employee only about $373,658 at 4% or $249,106 at 6%; with 50% employer match about $249,106 at 4% or $166,070 at 6%; with 100% employer match about $186,829 at 4% or $124,553 at 6%.
201615$885,800$80,495$16,099iApproximate average salary by contribution assumption: employee only about $402,475 at 4% or $268,317 at 6%; with 50% employer match about $268,317 at 4% or $178,878 at 6%; with 100% employer match about $201,238 at 4% or $134,158 at 6%.
Chase & Associates 401K Plan-5$885,800$80,495$16,099iApproximate average salary by contribution assumption: employee only about $402,475 at 4% or $268,317 at 6%; with 50% employer match about $268,317 at 4% or $178,878 at 6%; with 100% employer match about $201,238 at 4% or $134,158 at 6%.
201515$747,795$80,390$16,078iApproximate average salary by contribution assumption: employee only about $401,950 at 4% or $267,967 at 6%; with 50% employer match about $267,967 at 4% or $178,644 at 6%; with 100% employer match about $200,975 at 4% or $133,983 at 6%.
Chase & Associates 401K Plan-5$747,795$80,390$16,078iApproximate average salary by contribution assumption: employee only about $401,950 at 4% or $267,967 at 6%; with 50% employer match about $267,967 at 4% or $178,644 at 6%; with 100% employer match about $200,975 at 4% or $133,983 at 6%.
201415$686,798$81,667$16,333iApproximate average salary by contribution assumption: employee only about $408,335 at 4% or $272,223 at 6%; with 50% employer match about $272,223 at 4% or $181,482 at 6%; with 100% employer match about $204,168 at 4% or $136,112 at 6%.
Chase & Associates 401K Plan-5$686,798$81,667$16,333iApproximate average salary by contribution assumption: employee only about $408,335 at 4% or $272,223 at 6%; with 50% employer match about $272,223 at 4% or $181,482 at 6%; with 100% employer match about $204,168 at 4% or $136,112 at 6%.
201313$584,554$102,500$34,167iApproximate average salary by contribution assumption: employee only about $854,167 at 4% or $569,444 at 6%; with 50% employer match about $569,444 at 4% or $379,630 at 6%; with 100% employer match about $427,083 at 4% or $284,722 at 6%.
Chase & Associates 401K Plan-3$584,554$102,500$34,167iApproximate average salary by contribution assumption: employee only about $854,167 at 4% or $569,444 at 6%; with 50% employer match about $569,444 at 4% or $379,630 at 6%; with 100% employer match about $427,083 at 4% or $284,722 at 6%.
201210$427,018$77,875-
Chase & Associates 401K Plan-0$427,018$77,875-
201113$801,444$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
Chase & Associates 401K Plan-3$801,444$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
201015$990,706$100,500$20,100iApproximate average salary by contribution assumption: employee only about $502,500 at 4% or $335,000 at 6%; with 50% employer match about $335,000 at 4% or $223,333 at 6%; with 100% employer match about $251,250 at 4% or $167,500 at 6%.
Chase & Associates 401K Plan-5$990,706$100,500$20,100iApproximate average salary by contribution assumption: employee only about $502,500 at 4% or $335,000 at 6%; with 50% employer match about $335,000 at 4% or $223,333 at 6%; with 100% employer match about $251,250 at 4% or $167,500 at 6%.
200915$802,509$74,500$14,900iApproximate average salary by contribution assumption: employee only about $372,500 at 4% or $248,333 at 6%; with 50% employer match about $248,333 at 4% or $165,556 at 6%; with 100% employer match about $186,250 at 4% or $124,167 at 6%.
Chase & Associates 401K Plan-5$802,509$74,500$14,900iApproximate average salary by contribution assumption: employee only about $372,500 at 4% or $248,333 at 6%; with 50% employer match about $248,333 at 4% or $165,556 at 6%; with 100% employer match about $186,250 at 4% or $124,167 at 6%.
200815$573,794$80,331$16,066iApproximate average salary by contribution assumption: employee only about $401,655 at 4% or $267,770 at 6%; with 50% employer match about $267,770 at 4% or $178,513 at 6%; with 100% employer match about $200,828 at 4% or $133,885 at 6%.
Chase & Associates 401K Plan-5$573,794$80,331$16,066iApproximate average salary by contribution assumption: employee only about $401,655 at 4% or $267,770 at 6%; with 50% employer match about $267,770 at 4% or $178,513 at 6%; with 100% employer match about $200,828 at 4% or $133,885 at 6%.
200715$0$0-
Chase & Associates 401K Plan-5---
200615$626,618$330,057$66,011iApproximate average salary by contribution assumption: employee only about $1,650,285 at 4% or $1,100,190 at 6%; with 50% employer match about $1,100,190 at 4% or $733,460 at 6%; with 100% employer match about $825,142 at 4% or $550,095 at 6%.
Chase & Associates 401K Plan-5$626,618$330,057$66,011iApproximate average salary by contribution assumption: employee only about $1,650,285 at 4% or $1,100,190 at 6%; with 50% employer match about $1,100,190 at 4% or $733,460 at 6%; with 100% employer match about $825,142 at 4% or $550,095 at 6%.
200515$228,241$79,092$15,818iApproximate average salary by contribution assumption: employee only about $395,460 at 4% or $263,640 at 6%; with 50% employer match about $263,640 at 4% or $175,760 at 6%; with 100% employer match about $197,730 at 4% or $131,820 at 6%.
Chase & Associates 401K Plan-5$228,241$79,092$15,818iApproximate average salary by contribution assumption: employee only about $395,460 at 4% or $263,640 at 6%; with 50% employer match about $263,640 at 4% or $175,760 at 6%; with 100% employer match about $197,730 at 4% or $131,820 at 6%.
200415$122,669$71,200$14,240iApproximate average salary by contribution assumption: employee only about $356,000 at 4% or $237,333 at 6%; with 50% employer match about $237,333 at 4% or $158,222 at 6%; with 100% employer match about $178,000 at 4% or $118,667 at 6%.
Chase & Associates 401K Plan-5$122,669$71,200$14,240iApproximate average salary by contribution assumption: employee only about $356,000 at 4% or $237,333 at 6%; with 50% employer match about $237,333 at 4% or $158,222 at 6%; with 100% employer match about $178,000 at 4% or $118,667 at 6%.
200315$75,745$70,315$14,063iApproximate average salary by contribution assumption: employee only about $351,575 at 4% or $234,383 at 6%; with 50% employer match about $234,383 at 4% or $156,256 at 6%; with 100% employer match about $175,788 at 4% or $117,192 at 6%.
Chase & Associates 401K Plan-5$75,745$70,315$14,063iApproximate average salary by contribution assumption: employee only about $351,575 at 4% or $234,383 at 6%; with 50% employer match about $234,383 at 4% or $156,256 at 6%; with 100% employer match about $175,788 at 4% or $117,192 at 6%.