Chase Financial Corp
Plan context: CHASE FINANCIAL CORP CASH BALANCE PLAN
EIN 95-4524288 • Northridge, CA • 12 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$1,397,195
2025 Contributions
$552,000
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 |
|---|---|---|---|---|---|
| 2025 | 2 | 5 | $1,397,195 | $0 | - |
| CHASE FINANCIAL CORP CASH BALANCE PLAN | - | 2 | $985,982 | - | - |
| Chase Financial Corp 401(K) Profit Sharing Plan | - | 5 | $411,213 | - | - |
| 2024 | 2 | 5 | $1,132,093 | $0 | - |
| CHASE FINANCIAL CORP CASH BALANCE PLAN | - | 4 | $836,049 | - | - |
| Chase Financial Corp 401(K) Profit Sharing Plan | - | 5 | $296,044 | - | - |
| 2023 | 2 | 9 | $929,970 | $0 | - |
| CHASE FINANCIAL CORP CASH BALANCE PLAN | - | 9 | $710,136 | - | - |
| Chase Financial Corp 401(K) Profit Sharing Plan | - | 7 | $219,834 | - | - |
| 2022 | 2 | 10 | $867,961 | $0 | - |
| CHASE FINANCIAL CORP CASH BALANCE PLAN | - | 10 | $689,285 | - | - |
| Chase Financial Corp 401(K) Profit Sharing Plan | - | 8 | $178,676 | $0 | - |
| 2021 | 2 | 8 | $886,710 | $552,000 | $69,000iApproximate average salary by contribution assumption: employee only about $1,725,000 at 4% or $1,150,000 at 6%; with 50% employer match about $1,150,000 at 4% or $766,667 at 6%; with 100% employer match about $862,500 at 4% or $575,000 at 6%. |
| CHASE FINANCIAL CORP CASH BALANCE PLAN | - | 8 | $751,421 | $479,079 | $59,885iApproximate average salary by contribution assumption: employee only about $1,497,122 at 4% or $998,081 at 6%; with 50% employer match about $998,081 at 4% or $665,388 at 6%; with 100% employer match about $748,561 at 4% or $499,041 at 6%. |
| Chase Financial Corp 401(K) Profit Sharing Plan | - | 8 | $135,289 | $72,921 | $9,115iApproximate average salary by contribution assumption: employee only about $227,878 at 4% or $151,919 at 6%; with 50% employer match about $151,919 at 4% or $101,279 at 6%; with 100% employer match about $113,939 at 4% or $75,959 at 6%. |
| 2020 | 2 | 7 | $345,871 | $346,272 | $49,467iApproximate average salary by contribution assumption: employee only about $1,236,686 at 4% or $824,457 at 6%; with 50% employer match about $824,457 at 4% or $549,638 at 6%; with 100% employer match about $618,343 at 4% or $412,229 at 6%. |
| CHASE FINANCIAL CORP CASH BALANCE PLAN | - | 7 | $280,083 | $280,082 | $40,012iApproximate average salary by contribution assumption: employee only about $1,000,293 at 4% or $666,862 at 6%; with 50% employer match about $666,862 at 4% or $444,575 at 6%; with 100% employer match about $500,146 at 4% or $333,431 at 6%. |
| Chase Financial Corp 401(K) Profit Sharing Plan | - | 7 | $65,788 | $66,190 | $9,456iApproximate average salary by contribution assumption: employee only about $236,393 at 4% or $157,595 at 6%; with 50% employer match about $157,595 at 4% or $105,063 at 6%; with 100% employer match about $118,196 at 4% or $78,798 at 6%. |