Civic Intelligence

Charter Brokerage LLC

Plan context: Charter Brokerage LLC 401(K) Profit Sharing Plan

EIN 05-0562792 • Norwalk, CT • 25 filings • 4 plans

383 Main Avenue, Suite 506Suite 506Norwalk, CT 06851
Current Snapshot

Latest Year

2024

2024 Participants

168

2024 Assets

$31,432,756

2024 Contributions

$2,820,294

Historical Graphs

Total Assets Over Time

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

$31,432,756$15,716,378$0200620152024YearValue
$31,432,756Latest year 2024

Participants Over Time

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

2801400200620152024YearValue
168Latest 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
20242168$31,432,756$2,820,294$16,787iApproximate average salary by contribution assumption: employee only about $419,687 at 4% or $279,791 at 6%; with 50% employer match about $279,791 at 4% or $186,527 at 6%; with 100% employer match about $209,843 at 4% or $139,896 at 6%.
Charter Brokerage LLC 401(K) Profit Sharing Plan-168$31,432,756$2,820,294$16,787iApproximate average salary by contribution assumption: employee only about $419,687 at 4% or $279,791 at 6%; with 50% employer match about $279,791 at 4% or $186,527 at 6%; with 100% employer match about $209,843 at 4% or $139,896 at 6%.
Charter Brokerage LLC-130---
20232173$27,775,395$2,633,688$15,224iApproximate average salary by contribution assumption: employee only about $380,591 at 4% or $253,727 at 6%; with 50% employer match about $253,727 at 4% or $169,151 at 6%; with 100% employer match about $190,295 at 4% or $126,864 at 6%.
Charter Brokerage LLC 401(K) Profit Sharing Plan-173$27,775,395$2,633,688$15,224iApproximate average salary by contribution assumption: employee only about $380,591 at 4% or $253,727 at 6%; with 50% employer match about $253,727 at 4% or $169,151 at 6%; with 100% employer match about $190,295 at 4% or $126,864 at 6%.
Charter Brokerage LLC-136---
20222162$22,983,139$2,374,662$14,658iApproximate average salary by contribution assumption: employee only about $366,460 at 4% or $244,307 at 6%; with 50% employer match about $244,307 at 4% or $162,871 at 6%; with 100% employer match about $183,230 at 4% or $122,153 at 6%.
Charter Brokerage LLC 401(K) Profit Sharing Plan-162$22,983,139$2,374,662$14,658iApproximate average salary by contribution assumption: employee only about $366,460 at 4% or $244,307 at 6%; with 50% employer match about $244,307 at 4% or $162,871 at 6%; with 100% employer match about $183,230 at 4% or $122,153 at 6%.
Charter Brokerage LLC-135---
20212164$25,929,892$2,363,469$14,411iApproximate average salary by contribution assumption: employee only about $360,285 at 4% or $240,190 at 6%; with 50% employer match about $240,190 at 4% or $160,127 at 6%; with 100% employer match about $180,142 at 4% or $120,095 at 6%.
Charter Brokerage LLC 401(K) Profit Sharing Plan-164$25,929,892$2,363,469$14,411iApproximate average salary by contribution assumption: employee only about $360,285 at 4% or $240,190 at 6%; with 50% employer match about $240,190 at 4% or $160,127 at 6%; with 100% employer match about $180,142 at 4% or $120,095 at 6%.
Charter Brokerage LLC-143---
20202168$21,849,774$3,332,425$19,836iApproximate average salary by contribution assumption: employee only about $495,897 at 4% or $330,598 at 6%; with 50% employer match about $330,598 at 4% or $220,398 at 6%; with 100% employer match about $247,948 at 4% or $165,299 at 6%.
Charter Brokerage LLC 401(K) Profit Sharing Plan-168$21,849,774$3,332,425$19,836iApproximate average salary by contribution assumption: employee only about $495,897 at 4% or $330,598 at 6%; with 50% employer match about $330,598 at 4% or $220,398 at 6%; with 100% employer match about $247,948 at 4% or $165,299 at 6%.
Charter Brokerage LLC-153---
20192280$17,512,845$1,587,426$5,669iApproximate average salary by contribution assumption: employee only about $141,734 at 4% or $94,490 at 6%; with 50% employer match about $94,490 at 4% or $62,993 at 6%; with 100% employer match about $70,867 at 4% or $47,245 at 6%.
Charter Brokerage LLC 401(K) Profit Sharing Plan-138$17,512,845$1,587,426$11,503iApproximate average salary by contribution assumption: employee only about $287,577 at 4% or $191,718 at 6%; with 50% employer match about $191,718 at 4% or $127,812 at 6%; with 100% employer match about $143,789 at 4% or $95,859 at 6%.
Charter Brokerage LLC-280---
20181141$13,569,101$1,482,727$10,516iApproximate average salary by contribution assumption: employee only about $262,895 at 4% or $175,263 at 6%; with 50% employer match about $175,263 at 4% or $116,842 at 6%; with 100% employer match about $131,447 at 4% or $87,632 at 6%.
Charter Brokerage LLC 401(K) Profit Sharing Plan-141$13,569,101$1,482,727$10,516iApproximate average salary by contribution assumption: employee only about $262,895 at 4% or $175,263 at 6%; with 50% employer match about $175,263 at 4% or $116,842 at 6%; with 100% employer match about $131,447 at 4% or $87,632 at 6%.
20171121$13,337,911$519,871$4,296iApproximate average salary by contribution assumption: employee only about $107,411 at 4% or $71,608 at 6%; with 50% employer match about $71,608 at 4% or $47,738 at 6%; with 100% employer match about $53,706 at 4% or $35,804 at 6%.
Charter Brokerage LLC 401(K) Profit Sharing Plan-121$13,337,911$519,871$4,296iApproximate average salary by contribution assumption: employee only about $107,411 at 4% or $71,608 at 6%; with 50% employer match about $71,608 at 4% or $47,738 at 6%; with 100% employer match about $53,706 at 4% or $35,804 at 6%.
20161156$14,785,486$1,350,647$8,658iApproximate average salary by contribution assumption: employee only about $216,450 at 4% or $144,300 at 6%; with 50% employer match about $144,300 at 4% or $96,200 at 6%; with 100% employer match about $108,225 at 4% or $72,150 at 6%.
Charter Brokerage LLC 401(K) Profit Sharing Plan-156$14,785,486$1,350,647$8,658iApproximate average salary by contribution assumption: employee only about $216,450 at 4% or $144,300 at 6%; with 50% employer match about $144,300 at 4% or $96,200 at 6%; with 100% employer match about $108,225 at 4% or $72,150 at 6%.
20151156$12,510,009$1,201,839$7,704iApproximate average salary by contribution assumption: employee only about $192,602 at 4% or $128,402 at 6%; with 50% employer match about $128,402 at 4% or $85,601 at 6%; with 100% employer match about $96,301 at 4% or $64,201 at 6%.
Charter Brokerage LLC 401(K) Profit Sharing Plan-156$12,510,009$1,201,839$7,704iApproximate average salary by contribution assumption: employee only about $192,602 at 4% or $128,402 at 6%; with 50% employer match about $128,402 at 4% or $85,601 at 6%; with 100% employer match about $96,301 at 4% or $64,201 at 6%.
20141121$13,624,490$1,443,852$11,933iApproximate average salary by contribution assumption: employee only about $298,317 at 4% or $198,878 at 6%; with 50% employer match about $198,878 at 4% or $132,585 at 6%; with 100% employer match about $149,158 at 4% or $99,439 at 6%.
Charter Brokerage LLC 401(K) Profit Sharing Plan-121$13,624,490$1,443,852$11,933iApproximate average salary by contribution assumption: employee only about $298,317 at 4% or $198,878 at 6%; with 50% employer match about $198,878 at 4% or $132,585 at 6%; with 100% employer match about $149,158 at 4% or $99,439 at 6%.
20131119$11,582,814$966,431$8,121iApproximate average salary by contribution assumption: employee only about $203,032 at 4% or $135,354 at 6%; with 50% employer match about $135,354 at 4% or $90,236 at 6%; with 100% employer match about $101,516 at 4% or $67,677 at 6%.
Charter Brokerage LLC 401(K) Profit Sharing Plan-119$11,582,814$966,431$8,121iApproximate average salary by contribution assumption: employee only about $203,032 at 4% or $135,354 at 6%; with 50% employer match about $135,354 at 4% or $90,236 at 6%; with 100% employer match about $101,516 at 4% or $67,677 at 6%.
20121103$8,900,325$834,219$8,099iApproximate average salary by contribution assumption: employee only about $202,480 at 4% or $134,987 at 6%; with 50% employer match about $134,987 at 4% or $89,991 at 6%; with 100% employer match about $101,240 at 4% or $67,493 at 6%.
Charter Brokerage LLC 401(K) Profit Sharing Plan-103$8,900,325$834,219$8,099iApproximate average salary by contribution assumption: employee only about $202,480 at 4% or $134,987 at 6%; with 50% employer match about $134,987 at 4% or $89,991 at 6%; with 100% employer match about $101,240 at 4% or $67,493 at 6%.
2011167$7,173,750$577,503$8,619iApproximate average salary by contribution assumption: employee only about $215,486 at 4% or $143,657 at 6%; with 50% employer match about $143,657 at 4% or $95,772 at 6%; with 100% employer match about $107,743 at 4% or $71,829 at 6%.
Charter Brokerage LLC 401(K) Profit Sharing Plan-67$7,173,750$577,503$8,619iApproximate average salary by contribution assumption: employee only about $215,486 at 4% or $143,657 at 6%; with 50% employer match about $143,657 at 4% or $95,772 at 6%; with 100% employer match about $107,743 at 4% or $71,829 at 6%.
2010157$6,902,157$484,145$8,494iApproximate average salary by contribution assumption: employee only about $212,344 at 4% or $141,563 at 6%; with 50% employer match about $141,563 at 4% or $94,375 at 6%; with 100% employer match about $106,172 at 4% or $70,781 at 6%.
Charter Brokerage LLC 401(K) Profit Sharing Plan-57$6,902,157$484,145$8,494iApproximate average salary by contribution assumption: employee only about $212,344 at 4% or $141,563 at 6%; with 50% employer match about $141,563 at 4% or $94,375 at 6%; with 100% employer match about $106,172 at 4% or $70,781 at 6%.
2009155$5,675,828$434,683$7,903iApproximate average salary by contribution assumption: employee only about $197,583 at 4% or $131,722 at 6%; with 50% employer match about $131,722 at 4% or $87,815 at 6%; with 100% employer match about $98,792 at 4% or $65,861 at 6%.
Charter Brokerage LLC 401(K) Profit Sharing Plan-55$5,675,828$434,683$7,903iApproximate average salary by contribution assumption: employee only about $197,583 at 4% or $131,722 at 6%; with 50% employer match about $131,722 at 4% or $87,815 at 6%; with 100% employer match about $98,792 at 4% or $65,861 at 6%.
2008139$4,001,332$380,523$9,757iApproximate average salary by contribution assumption: employee only about $243,925 at 4% or $162,617 at 6%; with 50% employer match about $162,617 at 4% or $108,411 at 6%; with 100% employer match about $121,963 at 4% or $81,308 at 6%.
Charter Brokerage LLC 401(K) Profit Sharing Plan-39$4,001,332$380,523$9,757iApproximate average salary by contribution assumption: employee only about $243,925 at 4% or $162,617 at 6%; with 50% employer match about $162,617 at 4% or $108,411 at 6%; with 100% employer match about $121,963 at 4% or $81,308 at 6%.
2007133$5,485,313$970,471$29,408iApproximate average salary by contribution assumption: employee only about $735,205 at 4% or $490,137 at 6%; with 50% employer match about $490,137 at 4% or $326,758 at 6%; with 100% employer match about $367,603 at 4% or $245,068 at 6%.
Charter Brokerage LLC 401(K) Profit Sharing Plan-33$5,485,313$970,471$29,408iApproximate average salary by contribution assumption: employee only about $735,205 at 4% or $490,137 at 6%; with 50% employer match about $490,137 at 4% or $326,758 at 6%; with 100% employer match about $367,603 at 4% or $245,068 at 6%.
2006128$4,086,818$200,608$7,165iApproximate average salary by contribution assumption: employee only about $179,114 at 4% or $119,410 at 6%; with 50% employer match about $119,410 at 4% or $79,606 at 6%; with 100% employer match about $89,557 at 4% or $59,705 at 6%.
Charter Brokerage LLC 401(K) Profit Sharing Plan-28$4,086,818$200,608$7,165iApproximate average salary by contribution assumption: employee only about $179,114 at 4% or $119,410 at 6%; with 50% employer match about $119,410 at 4% or $79,606 at 6%; with 100% employer match about $89,557 at 4% or $59,705 at 6%.