Civic Intelligence

Wade Cheknick

Plan context: Wade Chernick Smith Barney Inc Keogh Profit Sharing Custodian

EIN 95-4092703 • Tarzana, CA • 26 filings • 6 plans

18455 Burbank Blvd Ste 308Tarzana, CA 91356-6908
Current Snapshot

Latest Year

2022

2022 Participants

1

2022 Assets

$17,242

2022 Contributions

$5,000

Historical Graphs

Total Assets Over Time

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

$373,103$186,552$0199920132021YearValue
$17,242Latest year 2021

Participants Over Time

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

210199920112021YearValue
1Latest 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
202220$0$0-
VALENTIN A BRIOT - TRUSTEE - WADE J CHERNICK WADE J CHERNICK PROFIT SHARING PLAN-0$0--
Wade Chernick Smith Barney Inc Keogh Profit Sharing Custodian-0---
202121$17,242$0-
Wade Chernick Smith Barney Inc Keogh Profit Sharing Custodian-1$12,242--
VALENTIN A BRIOT - TRUSTEE - WADE J CHERNICK WADE J CHERNICK PROFIT SHARING PLAN-1$5,000--
202021$14,729$5,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Wade Chernick Smith Barney Inc Keogh Profit Sharing Custodian-1$9,729--
VALENTIN A BRIOT - TRUSTEE - WADE J CHERNICK WADE J CHERNICK PROFIT SHARING PLAN-1$5,000$5,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
201911$8,504$0-
Wade Chernick Smith Barney Inc Keogh Profit Sharing Custodian-1$8,504--
201811$45,061$0-
Wade Chernick Smith Barney Inc Keogh Profit Sharing Custodian-1$45,061--
201711$44,740$0-
Wade Chernick Smith Barney Inc Keogh Profit Sharing Custodian-1$44,740--
201611$37,357$0-
Wade Chernick Smith Barney Inc Keogh Profit Sharing Custodian-1$37,357--
201511$53,598$0-
Wade Chernick Smith Barney Inc Keogh Profit Sharing Custodian-1$53,598--
201411$52,763$0-
Wade Chernick Smith Barney Inc Keogh Profit Sharing Custodian-1$52,763--
201311$56,142$0-
Wade Chernick Smith Barney Inc Keogh Profit Sharing Custodian-1$56,142--
201212$38,411$0-
Wade Chernick Smith Barney Inc Keogh Profit Sharing Custodian-2$38,411--
201112$30,831$0-
Wade Chernick Smith Barney Inc Keogh Profit Sharing Custodian-2$30,831--
201012$197,426$0-
Wade Chernick Smith Barney Inc Keogh Profit Sharing Custodian-2$197,426--
200911$149,267$0-
Wade Chernick Smith Barney Inc Keogh Profit Sharing Custodian-1$149,267--
200712$0$0-
Wade Chernick Smith Barney Inc Keogh Profit Sharing Custodian-2---
200610$373,103$44,000-
Wade Chernick Smith Barney Inc Keogh Profit Sharing Custodian-0$373,103$44,000-
200511$314,334$42,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
Wade Chernick Smith Barney Inc Keogh Profit Sharing Custodian-1$314,334$42,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
200412$250,463$41,000$20,500iApproximate average salary by contribution assumption: employee only about $512,500 at 4% or $341,667 at 6%; with 50% employer match about $341,667 at 4% or $227,778 at 6%; with 100% employer match about $256,250 at 4% or $170,833 at 6%.
Wade Chernick Smith Barney Inc Keogh Profit Sharing Custodian-2$250,463$41,000$20,500iApproximate average salary by contribution assumption: employee only about $512,500 at 4% or $341,667 at 6%; with 50% employer match about $341,667 at 4% or $227,778 at 6%; with 100% employer match about $256,250 at 4% or $170,833 at 6%.
200312$259,593$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Wade Chernick Smith Barney Inc Keogh Profit Sharing Custodian-2$259,593$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
200212$0$0-
Wade Chernick Smith Barney Inc Keogh Profit Sharing Custodian-2---
200112$0$0-
Wade Chernick Smith Barney Inc Keogh Profit Sharing Custodian-2---
200012$0$0-
Wade Chernick Smith Barney Inc Keogh Profit Sharing Custodian-2---
199912$305,576$24,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Wade Chernick Smith Barney Inc Keogh Profit Sharing Custodian-2$305,576$24,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.