Civic Intelligence

Charter Fund Inc.

Plan context: Charter Fund Inc. 403(B) Plan 403(B) Plan

EIN 05-0620063 • Denver, CO • 19 filings • 5 plans

View Related Profile

1390 Lawrence St #200Denver, CO 80204
Current Snapshot

Latest Year

2024

2024 Participants

87

2024 Assets

$13,644,929

2024 Contributions

$1,978,499

Historical Graphs

Total Assets Over Time

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

$13,644,929$6,822,465$0200920172024YearValue
$13,644,929Latest year 2024

Participants Over Time

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

87440200920172024YearValue
87Latest 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
2024187$13,644,929$1,978,499$22,741iApproximate average salary by contribution assumption: employee only about $568,534 at 4% or $379,023 at 6%; with 50% employer match about $379,023 at 4% or $252,682 at 6%; with 100% employer match about $284,267 at 4% or $189,511 at 6%.
Charter Fund Inc. 403(B) Plan 403(B) Plan-87$13,644,929$1,978,499$22,741iApproximate average salary by contribution assumption: employee only about $568,534 at 4% or $379,023 at 6%; with 50% employer match about $379,023 at 4% or $252,682 at 6%; with 100% employer match about $284,267 at 4% or $189,511 at 6%.
2023181$11,154,234$1,591,153$19,644iApproximate average salary by contribution assumption: employee only about $491,097 at 4% or $327,398 at 6%; with 50% employer match about $327,398 at 4% or $218,265 at 6%; with 100% employer match about $245,548 at 4% or $163,699 at 6%.
Charter Fund Inc. 403(B) Plan 403(B) Plan-81$11,154,234$1,591,153$19,644iApproximate average salary by contribution assumption: employee only about $491,097 at 4% or $327,398 at 6%; with 50% employer match about $327,398 at 4% or $218,265 at 6%; with 100% employer match about $245,548 at 4% or $163,699 at 6%.
2022176$8,133,961$1,592,697$20,957iApproximate average salary by contribution assumption: employee only about $523,913 at 4% or $349,276 at 6%; with 50% employer match about $349,276 at 4% or $232,850 at 6%; with 100% employer match about $261,957 at 4% or $174,638 at 6%.
Charter Fund Inc. 403(B) Plan 403(B) Plan-76$8,133,961$1,592,697$20,957iApproximate average salary by contribution assumption: employee only about $523,913 at 4% or $349,276 at 6%; with 50% employer match about $349,276 at 4% or $232,850 at 6%; with 100% employer match about $261,957 at 4% or $174,638 at 6%.
2021160$8,296,582$1,160,851$19,348iApproximate average salary by contribution assumption: employee only about $483,688 at 4% or $322,459 at 6%; with 50% employer match about $322,459 at 4% or $214,972 at 6%; with 100% employer match about $241,844 at 4% or $161,229 at 6%.
Charter Fund Inc. 403(B) Plan 403(B) Plan-60$8,296,582$1,160,851$19,348iApproximate average salary by contribution assumption: employee only about $483,688 at 4% or $322,459 at 6%; with 50% employer match about $322,459 at 4% or $214,972 at 6%; with 100% employer match about $241,844 at 4% or $161,229 at 6%.
2020152$6,456,626$1,156,855$22,247iApproximate average salary by contribution assumption: employee only about $556,180 at 4% or $370,787 at 6%; with 50% employer match about $370,787 at 4% or $247,191 at 6%; with 100% employer match about $278,090 at 4% or $185,393 at 6%.
Charter Fund Inc. 403(B) Plan 403(B) Plan-52$6,456,626$1,156,855$22,247iApproximate average salary by contribution assumption: employee only about $556,180 at 4% or $370,787 at 6%; with 50% employer match about $370,787 at 4% or $247,191 at 6%; with 100% employer match about $278,090 at 4% or $185,393 at 6%.
2019147$4,611,889$1,068,901$22,743iApproximate average salary by contribution assumption: employee only about $568,564 at 4% or $379,043 at 6%; with 50% employer match about $379,043 at 4% or $252,695 at 6%; with 100% employer match about $284,282 at 4% or $189,521 at 6%.
Charter Fund Inc. 403(B) Plan 403(B) Plan-47$4,611,889$1,068,901$22,743iApproximate average salary by contribution assumption: employee only about $568,564 at 4% or $379,043 at 6%; with 50% employer match about $379,043 at 4% or $252,695 at 6%; with 100% employer match about $284,282 at 4% or $189,521 at 6%.
2018135$3,098,945$539,185$15,405iApproximate average salary by contribution assumption: employee only about $385,132 at 4% or $256,755 at 6%; with 50% employer match about $256,755 at 4% or $171,170 at 6%; with 100% employer match about $192,566 at 4% or $128,377 at 6%.
Charter Fund Inc. 403(B) Plan 403(B) Plan-35$3,098,945$539,185$15,405iApproximate average salary by contribution assumption: employee only about $385,132 at 4% or $256,755 at 6%; with 50% employer match about $256,755 at 4% or $171,170 at 6%; with 100% employer match about $192,566 at 4% or $128,377 at 6%.
2017128$3,242,773$656,471$23,445iApproximate average salary by contribution assumption: employee only about $586,135 at 4% or $390,757 at 6%; with 50% employer match about $390,757 at 4% or $260,504 at 6%; with 100% employer match about $293,067 at 4% or $195,378 at 6%.
Charter Fund Inc. 403(B) Plan 403(B) Plan-28$3,242,773$656,471$23,445iApproximate average salary by contribution assumption: employee only about $586,135 at 4% or $390,757 at 6%; with 50% employer match about $390,757 at 4% or $260,504 at 6%; with 100% employer match about $293,067 at 4% or $195,378 at 6%.
2016129$2,335,657$621,516$21,432iApproximate average salary by contribution assumption: employee only about $535,790 at 4% or $357,193 at 6%; with 50% employer match about $357,193 at 4% or $238,129 at 6%; with 100% employer match about $267,895 at 4% or $178,597 at 6%.
Charter Fund Inc. 403(B) Plan 403(B) Plan-29$2,335,657$621,516$21,432iApproximate average salary by contribution assumption: employee only about $535,790 at 4% or $357,193 at 6%; with 50% employer match about $357,193 at 4% or $238,129 at 6%; with 100% employer match about $267,895 at 4% or $178,597 at 6%.
2015126$2,050,109$490,675$18,872iApproximate average salary by contribution assumption: employee only about $471,803 at 4% or $314,535 at 6%; with 50% employer match about $314,535 at 4% or $209,690 at 6%; with 100% employer match about $235,901 at 4% or $157,268 at 6%.
Charter Fund Inc. 403(B) Plan 403(B) Plan-26$2,050,109$490,675$18,872iApproximate average salary by contribution assumption: employee only about $471,803 at 4% or $314,535 at 6%; with 50% employer match about $314,535 at 4% or $209,690 at 6%; with 100% employer match about $235,901 at 4% or $157,268 at 6%.
2014121$1,794,617$412,972$19,665iApproximate average salary by contribution assumption: employee only about $491,633 at 4% or $327,756 at 6%; with 50% employer match about $327,756 at 4% or $218,504 at 6%; with 100% employer match about $245,817 at 4% or $163,878 at 6%.
Charter Fund Inc. 403(B) Plan 403(B) Plan-21$1,794,617$412,972$19,665iApproximate average salary by contribution assumption: employee only about $491,633 at 4% or $327,756 at 6%; with 50% employer match about $327,756 at 4% or $218,504 at 6%; with 100% employer match about $245,817 at 4% or $163,878 at 6%.
2013217$1,723,924$668,366$39,316iApproximate average salary by contribution assumption: employee only about $982,891 at 4% or $655,261 at 6%; with 50% employer match about $655,261 at 4% or $436,841 at 6%; with 100% employer match about $491,446 at 4% or $327,630 at 6%.
Charter Fund Inc. 403(B) Plan 403(B) Plan-17$972,828$395,770$23,281iApproximate average salary by contribution assumption: employee only about $582,015 at 4% or $388,010 at 6%; with 50% employer match about $388,010 at 4% or $258,673 at 6%; with 100% employer match about $291,007 at 4% or $194,005 at 6%.
Charter Fund Inc. 403(B) Plan 403(B) Plan-15$751,096$272,596$18,173iApproximate average salary by contribution assumption: employee only about $454,327 at 4% or $302,884 at 6%; with 50% employer match about $302,884 at 4% or $201,923 at 6%; with 100% employer match about $227,163 at 4% or $151,442 at 6%.
2012118$958,777$395,770$21,987iApproximate average salary by contribution assumption: employee only about $549,681 at 4% or $366,454 at 6%; with 50% employer match about $366,454 at 4% or $244,302 at 6%; with 100% employer match about $274,840 at 4% or $183,227 at 6%.
Charter Fund Inc. 403(B) Plan 403(B) Plan-18$958,777$395,770$21,987iApproximate average salary by contribution assumption: employee only about $549,681 at 4% or $366,454 at 6%; with 50% employer match about $366,454 at 4% or $244,302 at 6%; with 100% employer match about $274,840 at 4% or $183,227 at 6%.
2011115$748,802$272,596$18,173iApproximate average salary by contribution assumption: employee only about $454,327 at 4% or $302,884 at 6%; with 50% employer match about $302,884 at 4% or $201,923 at 6%; with 100% employer match about $227,163 at 4% or $151,442 at 6%.
Charter Fund Inc. 403(B) Plan 403(B) Plan-15$748,802$272,596$18,173iApproximate average salary by contribution assumption: employee only about $454,327 at 4% or $302,884 at 6%; with 50% employer match about $302,884 at 4% or $201,923 at 6%; with 100% employer match about $227,163 at 4% or $151,442 at 6%.
2010118$556,455$247,097$13,728iApproximate average salary by contribution assumption: employee only about $343,190 at 4% or $228,794 at 6%; with 50% employer match about $228,794 at 4% or $152,529 at 6%; with 100% employer match about $171,595 at 4% or $114,397 at 6%.
Charter Fund Inc. 403(B) Plan 403(B) Plan-18$556,455$247,097$13,728iApproximate average salary by contribution assumption: employee only about $343,190 at 4% or $228,794 at 6%; with 50% employer match about $228,794 at 4% or $152,529 at 6%; with 100% employer match about $171,595 at 4% or $114,397 at 6%.
2009311$281,105$143,426$13,039iApproximate average salary by contribution assumption: employee only about $325,968 at 4% or $217,312 at 6%; with 50% employer match about $217,312 at 4% or $144,875 at 6%; with 100% employer match about $162,984 at 4% or $108,656 at 6%.
Charter Fund Inc. 403(B) Plan 403(B) Plan-11$281,105$143,426$13,039iApproximate average salary by contribution assumption: employee only about $325,968 at 4% or $217,312 at 6%; with 50% employer match about $217,312 at 4% or $144,875 at 6%; with 100% employer match about $162,984 at 4% or $108,656 at 6%.
Charter Fund Inc. 403(B) Plan 403(B) Plan-----
Charter Fund Inc. 403(B) Plan 403(B) Plan-----