J R Charles Inc
Plan context: J R Charles Inc Profit Sharing Plan and Trust
EIN 11-3358225 • 7 filings • 1 plans
Current Snapshot
Latest Year
2006
2006 Participants
1
2006 Assets
$240,208
2006 Contributions
$110,347
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 |
|---|---|---|---|---|---|
| 2006 | 1 | 1 | $240,208 | $110,347 | $110,347iApproximate average salary by contribution assumption: employee only about $2,758,675 at 4% or $1,839,117 at 6%; with 50% employer match about $1,839,117 at 4% or $1,226,078 at 6%; with 100% employer match about $1,379,338 at 4% or $919,558 at 6%. |
| J R Charles Inc Profit Sharing Plan and Trust | - | 1 | $240,208 | $110,347 | $110,347iApproximate average salary by contribution assumption: employee only about $2,758,675 at 4% or $1,839,117 at 6%; with 50% employer match about $1,839,117 at 4% or $1,226,078 at 6%; with 100% employer match about $1,379,338 at 4% or $919,558 at 6%. |
| 2005 | 1 | 1 | $116,313 | $29,850 | $29,850iApproximate average salary by contribution assumption: employee only about $746,250 at 4% or $497,500 at 6%; with 50% employer match about $497,500 at 4% or $331,667 at 6%; with 100% employer match about $373,125 at 4% or $248,750 at 6%. |
| J R Charles Inc Profit Sharing Plan and Trust | - | 1 | $116,313 | $29,850 | $29,850iApproximate average salary by contribution assumption: employee only about $746,250 at 4% or $497,500 at 6%; with 50% employer match about $497,500 at 4% or $331,667 at 6%; with 100% employer match about $373,125 at 4% or $248,750 at 6%. |
| 2004 | 1 | 1 | $81,474 | $22,006 | $22,006iApproximate average salary by contribution assumption: employee only about $550,150 at 4% or $366,767 at 6%; with 50% employer match about $366,767 at 4% or $244,511 at 6%; with 100% employer match about $275,075 at 4% or $183,383 at 6%. |
| J R Charles Inc Profit Sharing Plan and Trust | - | 1 | $81,474 | $22,006 | $22,006iApproximate average salary by contribution assumption: employee only about $550,150 at 4% or $366,767 at 6%; with 50% employer match about $366,767 at 4% or $244,511 at 6%; with 100% employer match about $275,075 at 4% or $183,383 at 6%. |
| 2003 | 1 | 1 | $66,701 | $14,532 | $14,532iApproximate average salary by contribution assumption: employee only about $363,300 at 4% or $242,200 at 6%; with 50% employer match about $242,200 at 4% or $161,467 at 6%; with 100% employer match about $181,650 at 4% or $121,100 at 6%. |
| J R Charles Inc Profit Sharing Plan and Trust | - | 1 | $66,701 | $14,532 | $14,532iApproximate average salary by contribution assumption: employee only about $363,300 at 4% or $242,200 at 6%; with 50% employer match about $242,200 at 4% or $161,467 at 6%; with 100% employer match about $181,650 at 4% or $121,100 at 6%. |
| 2002 | 1 | 1 | $45,304 | $21,333 | $21,333iApproximate average salary by contribution assumption: employee only about $533,325 at 4% or $355,550 at 6%; with 50% employer match about $355,550 at 4% or $237,033 at 6%; with 100% employer match about $266,663 at 4% or $177,775 at 6%. |
| J R Charles Inc Profit Sharing Plan and Trust | - | 1 | $45,304 | $21,333 | $21,333iApproximate average salary by contribution assumption: employee only about $533,325 at 4% or $355,550 at 6%; with 50% employer match about $355,550 at 4% or $237,033 at 6%; with 100% employer match about $266,663 at 4% or $177,775 at 6%. |
| 2001 | 1 | 3 | $29,806 | $24,950 | $8,317iApproximate average salary by contribution assumption: employee only about $207,917 at 4% or $138,611 at 6%; with 50% employer match about $138,611 at 4% or $92,407 at 6%; with 100% employer match about $103,958 at 4% or $69,306 at 6%. |
| J R Charles Inc Profit Sharing Plan and Trust | - | 3 | $29,806 | $24,950 | $8,317iApproximate average salary by contribution assumption: employee only about $207,917 at 4% or $138,611 at 6%; with 50% employer match about $138,611 at 4% or $92,407 at 6%; with 100% employer match about $103,958 at 4% or $69,306 at 6%. |
| 2000 | 1 | 3 | $0 | $0 | - |
| J R Charles Inc Profit Sharing Plan and Trust | - | 3 | - | - | - |