Civic Intelligence

Charlotte Appliance Inc.

Plan context: Charlotte Appliance Inc., 401K Profit Sharing Plan & Trust

EIN 16-0761621 • Rochester, NY • 26 filings • 7 plans

3200 Lake AveRochester, NY 14612
Current Snapshot

Latest Year

2024

2024 Participants

30

2024 Assets

$7,984,094

2024 Contributions

$593,225

Historical Graphs

Total Assets Over Time

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

$7,984,094$3,992,047$0199920122024YearValue
$7,984,094Latest year 2024

Participants Over Time

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

51260199920122024YearValue
30Latest 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
2024130$7,984,094$593,225$19,774iApproximate average salary by contribution assumption: employee only about $494,354 at 4% or $329,569 at 6%; with 50% employer match about $329,569 at 4% or $219,713 at 6%; with 100% employer match about $247,177 at 4% or $164,785 at 6%.
Charlotte Appliance Inc., 401K Profit Sharing Plan & Trust-30$7,984,094$593,225$19,774iApproximate average salary by contribution assumption: employee only about $494,354 at 4% or $329,569 at 6%; with 50% employer match about $329,569 at 4% or $219,713 at 6%; with 100% employer match about $247,177 at 4% or $164,785 at 6%.
2023128$6,578,903$598,589$21,378iApproximate average salary by contribution assumption: employee only about $534,454 at 4% or $356,303 at 6%; with 50% employer match about $356,303 at 4% or $237,535 at 6%; with 100% employer match about $267,227 at 4% or $178,151 at 6%.
Charlotte Appliance Inc., 401K Profit Sharing Plan & Trust-28$6,578,903$598,589$21,378iApproximate average salary by contribution assumption: employee only about $534,454 at 4% or $356,303 at 6%; with 50% employer match about $356,303 at 4% or $237,535 at 6%; with 100% employer match about $267,227 at 4% or $178,151 at 6%.
2022130$5,136,892$602,592$20,086iApproximate average salary by contribution assumption: employee only about $502,160 at 4% or $334,773 at 6%; with 50% employer match about $334,773 at 4% or $223,182 at 6%; with 100% employer match about $251,080 at 4% or $167,387 at 6%.
Charlotte Appliance Inc., 401K Profit Sharing Plan & Trust-30$5,136,892$602,592$20,086iApproximate average salary by contribution assumption: employee only about $502,160 at 4% or $334,773 at 6%; with 50% employer match about $334,773 at 4% or $223,182 at 6%; with 100% employer match about $251,080 at 4% or $167,387 at 6%.
2021130$5,575,924$591,331$19,711iApproximate average salary by contribution assumption: employee only about $492,776 at 4% or $328,517 at 6%; with 50% employer match about $328,517 at 4% or $219,011 at 6%; with 100% employer match about $246,388 at 4% or $164,259 at 6%.
Charlotte Appliance Inc., 401K Profit Sharing Plan & Trust-30$5,575,924$591,331$19,711iApproximate average salary by contribution assumption: employee only about $492,776 at 4% or $328,517 at 6%; with 50% employer match about $328,517 at 4% or $219,011 at 6%; with 100% employer match about $246,388 at 4% or $164,259 at 6%.
2020132$4,522,982$496,828$15,526iApproximate average salary by contribution assumption: employee only about $388,147 at 4% or $258,765 at 6%; with 50% employer match about $258,765 at 4% or $172,510 at 6%; with 100% employer match about $194,073 at 4% or $129,382 at 6%.
Charlotte Appliance Inc., 401K Profit Sharing Plan & Trust-32$4,522,982$496,828$15,526iApproximate average salary by contribution assumption: employee only about $388,147 at 4% or $258,765 at 6%; with 50% employer match about $258,765 at 4% or $172,510 at 6%; with 100% employer match about $194,073 at 4% or $129,382 at 6%.
2019130$3,875,150$431,492$14,383iApproximate average salary by contribution assumption: employee only about $359,577 at 4% or $239,718 at 6%; with 50% employer match about $239,718 at 4% or $159,812 at 6%; with 100% employer match about $179,788 at 4% or $119,859 at 6%.
Charlotte Appliance Inc., 401K Profit Sharing Plan & Trust-30$3,875,150$431,492$14,383iApproximate average salary by contribution assumption: employee only about $359,577 at 4% or $239,718 at 6%; with 50% employer match about $239,718 at 4% or $159,812 at 6%; with 100% employer match about $179,788 at 4% or $119,859 at 6%.
2018131$2,851,315$343,543$11,082iApproximate average salary by contribution assumption: employee only about $277,051 at 4% or $184,701 at 6%; with 50% employer match about $184,701 at 4% or $123,134 at 6%; with 100% employer match about $138,525 at 4% or $92,350 at 6%.
Charlotte Appliance Inc., 401K Profit Sharing Plan & Trust-31$2,851,315$343,543$11,082iApproximate average salary by contribution assumption: employee only about $277,051 at 4% or $184,701 at 6%; with 50% employer match about $184,701 at 4% or $123,134 at 6%; with 100% employer match about $138,525 at 4% or $92,350 at 6%.
2017128$2,992,036$199,057$7,109iApproximate average salary by contribution assumption: employee only about $177,729 at 4% or $118,486 at 6%; with 50% employer match about $118,486 at 4% or $78,991 at 6%; with 100% employer match about $88,865 at 4% or $59,243 at 6%.
Charlotte Appliance Inc., 401K Profit Sharing Plan & Trust-28$2,992,036$199,057$7,109iApproximate average salary by contribution assumption: employee only about $177,729 at 4% or $118,486 at 6%; with 50% employer match about $118,486 at 4% or $78,991 at 6%; with 100% employer match about $88,865 at 4% or $59,243 at 6%.
2016132$2,992,983$218,323$6,823iApproximate average salary by contribution assumption: employee only about $170,565 at 4% or $113,710 at 6%; with 50% employer match about $113,710 at 4% or $75,807 at 6%; with 100% employer match about $85,282 at 4% or $56,855 at 6%.
Charlotte Appliance Inc., 401K Profit Sharing Plan & Trust-32$2,992,983$218,323$6,823iApproximate average salary by contribution assumption: employee only about $170,565 at 4% or $113,710 at 6%; with 50% employer match about $113,710 at 4% or $75,807 at 6%; with 100% employer match about $85,282 at 4% or $56,855 at 6%.
2015136$3,323,091$231,176$6,422iApproximate average salary by contribution assumption: employee only about $160,539 at 4% or $107,026 at 6%; with 50% employer match about $107,026 at 4% or $71,351 at 6%; with 100% employer match about $80,269 at 4% or $53,513 at 6%.
Charlotte Appliance Inc., 401K Profit Sharing Plan & Trust-36$3,323,091$231,176$6,422iApproximate average salary by contribution assumption: employee only about $160,539 at 4% or $107,026 at 6%; with 50% employer match about $107,026 at 4% or $71,351 at 6%; with 100% employer match about $80,269 at 4% or $53,513 at 6%.
2014137$3,556,698$204,738$5,533iApproximate average salary by contribution assumption: employee only about $138,336 at 4% or $92,224 at 6%; with 50% employer match about $92,224 at 4% or $61,483 at 6%; with 100% employer match about $69,168 at 4% or $46,112 at 6%.
Charlotte Appliance Inc., 401K Profit Sharing Plan & Trust-37$3,556,698$204,738$5,533iApproximate average salary by contribution assumption: employee only about $138,336 at 4% or $92,224 at 6%; with 50% employer match about $92,224 at 4% or $61,483 at 6%; with 100% employer match about $69,168 at 4% or $46,112 at 6%.
2013140$3,465,507$152,600$3,815iApproximate average salary by contribution assumption: employee only about $95,375 at 4% or $63,583 at 6%; with 50% employer match about $63,583 at 4% or $42,389 at 6%; with 100% employer match about $47,688 at 4% or $31,792 at 6%.
Charlotte Appliance Inc., 401K Profit Sharing Plan & Trust-40$3,465,507$152,600$3,815iApproximate average salary by contribution assumption: employee only about $95,375 at 4% or $63,583 at 6%; with 50% employer match about $63,583 at 4% or $42,389 at 6%; with 100% employer match about $47,688 at 4% or $31,792 at 6%.
2012145$2,969,642$186,000$4,133iApproximate average salary by contribution assumption: employee only about $103,333 at 4% or $68,889 at 6%; with 50% employer match about $68,889 at 4% or $45,926 at 6%; with 100% employer match about $51,667 at 4% or $34,444 at 6%.
Charlotte Appliance Inc., 401K Profit Sharing Plan & Trust-45$2,969,642$186,000$4,133iApproximate average salary by contribution assumption: employee only about $103,333 at 4% or $68,889 at 6%; with 50% employer match about $68,889 at 4% or $45,926 at 6%; with 100% employer match about $51,667 at 4% or $34,444 at 6%.
2011147$2,576,897$186,598$3,970iApproximate average salary by contribution assumption: employee only about $99,254 at 4% or $66,170 at 6%; with 50% employer match about $66,170 at 4% or $44,113 at 6%; with 100% employer match about $49,627 at 4% or $33,085 at 6%.
Charlotte Appliance Inc., 401K Profit Sharing Plan & Trust-47$2,576,897$186,598$3,970iApproximate average salary by contribution assumption: employee only about $99,254 at 4% or $66,170 at 6%; with 50% employer match about $66,170 at 4% or $44,113 at 6%; with 100% employer match about $49,627 at 4% or $33,085 at 6%.
2010149$2,436,134$307,369$6,273iApproximate average salary by contribution assumption: employee only about $156,821 at 4% or $104,547 at 6%; with 50% employer match about $104,547 at 4% or $69,698 at 6%; with 100% employer match about $78,410 at 4% or $52,274 at 6%.
Charlotte Appliance Inc., 401K Profit Sharing Plan & Trust-49$2,436,134$307,369$6,273iApproximate average salary by contribution assumption: employee only about $156,821 at 4% or $104,547 at 6%; with 50% employer match about $104,547 at 4% or $69,698 at 6%; with 100% employer match about $78,410 at 4% or $52,274 at 6%.
2009150$1,961,458$241,786$4,836iApproximate average salary by contribution assumption: employee only about $120,893 at 4% or $80,595 at 6%; with 50% employer match about $80,595 at 4% or $53,730 at 6%; with 100% employer match about $60,447 at 4% or $40,298 at 6%.
Charlotte Appliance Inc., 401K Profit Sharing Plan & Trust-50$1,961,458$241,786$4,836iApproximate average salary by contribution assumption: employee only about $120,893 at 4% or $80,595 at 6%; with 50% employer match about $80,595 at 4% or $53,730 at 6%; with 100% employer match about $60,447 at 4% or $40,298 at 6%.
2008151$1,477,372$163,520$3,206iApproximate average salary by contribution assumption: employee only about $80,157 at 4% or $53,438 at 6%; with 50% employer match about $53,438 at 4% or $35,625 at 6%; with 100% employer match about $40,078 at 4% or $26,719 at 6%.
Charlotte Appliance Inc., 401K Profit Sharing Plan & Trust-51$1,477,372$163,520$3,206iApproximate average salary by contribution assumption: employee only about $80,157 at 4% or $53,438 at 6%; with 50% employer match about $53,438 at 4% or $35,625 at 6%; with 100% employer match about $40,078 at 4% or $26,719 at 6%.
2007145$1,736,749$241,289$5,362iApproximate average salary by contribution assumption: employee only about $134,049 at 4% or $89,366 at 6%; with 50% employer match about $89,366 at 4% or $59,578 at 6%; with 100% employer match about $67,025 at 4% or $44,683 at 6%.
Charlotte Appliance Inc., 401K Profit Sharing Plan & Trust-45$1,736,749$241,289$5,362iApproximate average salary by contribution assumption: employee only about $134,049 at 4% or $89,366 at 6%; with 50% employer match about $89,366 at 4% or $59,578 at 6%; with 100% employer match about $67,025 at 4% or $44,683 at 6%.
2006142$1,410,104$220,709$5,255iApproximate average salary by contribution assumption: employee only about $131,374 at 4% or $87,583 at 6%; with 50% employer match about $87,583 at 4% or $58,389 at 6%; with 100% employer match about $65,687 at 4% or $43,791 at 6%.
Charlotte Appliance Inc., 401K Profit Sharing Plan & Trust-42$1,410,104$220,709$5,255iApproximate average salary by contribution assumption: employee only about $131,374 at 4% or $87,583 at 6%; with 50% employer match about $87,583 at 4% or $58,389 at 6%; with 100% employer match about $65,687 at 4% or $43,791 at 6%.
2005144$1,083,664$148,279$3,370iApproximate average salary by contribution assumption: employee only about $84,249 at 4% or $56,166 at 6%; with 50% employer match about $56,166 at 4% or $37,444 at 6%; with 100% employer match about $42,125 at 4% or $28,083 at 6%.
Charlotte Appliance Inc., 401K Profit Sharing Plan & Trust-44$1,083,664$148,279$3,370iApproximate average salary by contribution assumption: employee only about $84,249 at 4% or $56,166 at 6%; with 50% employer match about $56,166 at 4% or $37,444 at 6%; with 100% employer match about $42,125 at 4% or $28,083 at 6%.
2004112$285,164$106,017$8,835iApproximate average salary by contribution assumption: employee only about $220,869 at 4% or $147,246 at 6%; with 50% employer match about $147,246 at 4% or $98,164 at 6%; with 100% employer match about $110,434 at 4% or $73,623 at 6%.
Charlotte Appliance Inc., 401K Profit Sharing Plan & Trust-12$285,164$106,017$8,835iApproximate average salary by contribution assumption: employee only about $220,869 at 4% or $147,246 at 6%; with 50% employer match about $147,246 at 4% or $98,164 at 6%; with 100% employer match about $110,434 at 4% or $73,623 at 6%.
2003114$225,337$155,814$11,130iApproximate average salary by contribution assumption: employee only about $278,239 at 4% or $185,493 at 6%; with 50% employer match about $185,493 at 4% or $123,662 at 6%; with 100% employer match about $139,120 at 4% or $92,746 at 6%.
Charlotte Appliance Inc., 401K Profit Sharing Plan & Trust-14$225,337$155,814$11,130iApproximate average salary by contribution assumption: employee only about $278,239 at 4% or $185,493 at 6%; with 50% employer match about $185,493 at 4% or $123,662 at 6%; with 100% employer match about $139,120 at 4% or $92,746 at 6%.
2002143$576,303$148,823$3,461iApproximate average salary by contribution assumption: employee only about $86,525 at 4% or $57,683 at 6%; with 50% employer match about $57,683 at 4% or $38,456 at 6%; with 100% employer match about $43,263 at 4% or $28,842 at 6%.
Charlotte Appliance Inc., 401K Profit Sharing Plan & Trust-43$576,303$148,823$3,461iApproximate average salary by contribution assumption: employee only about $86,525 at 4% or $57,683 at 6%; with 50% employer match about $57,683 at 4% or $38,456 at 6%; with 100% employer match about $43,263 at 4% or $28,842 at 6%.
2001140$0$0-
Charlotte Appliance Inc., 401K Profit Sharing Plan & Trust-40---
2000139$382,000$117,953$3,024iApproximate average salary by contribution assumption: employee only about $75,611 at 4% or $50,407 at 6%; with 50% employer match about $50,407 at 4% or $33,605 at 6%; with 100% employer match about $37,805 at 4% or $25,204 at 6%.
Charlotte Appliance Inc., 401K Profit Sharing Plan & Trust-39$382,000$117,953$3,024iApproximate average salary by contribution assumption: employee only about $75,611 at 4% or $50,407 at 6%; with 50% employer match about $50,407 at 4% or $33,605 at 6%; with 100% employer match about $37,805 at 4% or $25,204 at 6%.
1999138$270,681$86,373$2,273iApproximate average salary by contribution assumption: employee only about $56,824 at 4% or $37,883 at 6%; with 50% employer match about $37,883 at 4% or $25,255 at 6%; with 100% employer match about $28,412 at 4% or $18,941 at 6%.
Charlotte Appliance Inc., 401K Profit Sharing Plan & Trust-38$270,681$86,373$2,273iApproximate average salary by contribution assumption: employee only about $56,824 at 4% or $37,883 at 6%; with 50% employer match about $37,883 at 4% or $25,255 at 6%; with 100% employer match about $28,412 at 4% or $18,941 at 6%.