Charles Settlement House
Plan context: CHARLES SETTLEMENT HOUSE 401(K) PROFIT SHARING PLAN & TRUST
EIN 16-0868128 • Rochester, NY • 34 filings • 11 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$332,284
2024 Contributions
$9,429
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 12 | $332,284 | $9,429 | $786iApproximate average salary by contribution assumption: employee only about $19,644 at 4% or $13,096 at 6%; with 50% employer match about $13,096 at 4% or $8,731 at 6%; with 100% employer match about $9,822 at 4% or $6,548 at 6%. |
| CHARLES SETTLEMENT HOUSE 401(K) PROFIT SHARING PLAN & TRUST | - | 12 | $332,284 | $9,429 | $786iApproximate average salary by contribution assumption: employee only about $19,644 at 4% or $13,096 at 6%; with 50% employer match about $13,096 at 4% or $8,731 at 6%; with 100% employer match about $9,822 at 4% or $6,548 at 6%. |
| 2023 | 1 | 12 | $284,876 | $10,388 | $866iApproximate average salary by contribution assumption: employee only about $21,642 at 4% or $14,428 at 6%; with 50% employer match about $14,428 at 4% or $9,619 at 6%; with 100% employer match about $10,821 at 4% or $7,214 at 6%. |
| CHARLES SETTLEMENT HOUSE 401(K) PROFIT SHARING PLAN & TRUST | - | 12 | $284,876 | $10,388 | $866iApproximate average salary by contribution assumption: employee only about $21,642 at 4% or $14,428 at 6%; with 50% employer match about $14,428 at 4% or $9,619 at 6%; with 100% employer match about $10,821 at 4% or $7,214 at 6%. |
| 2022 | 1 | 12 | $237,792 | $9,051 | $754iApproximate average salary by contribution assumption: employee only about $18,856 at 4% or $12,571 at 6%; with 50% employer match about $12,571 at 4% or $8,381 at 6%; with 100% employer match about $9,428 at 4% or $6,285 at 6%. |
| CHARLES SETTLEMENT HOUSE 401(K) PROFIT SHARING PLAN & TRUST | - | 12 | $237,792 | $9,051 | $754iApproximate average salary by contribution assumption: employee only about $18,856 at 4% or $12,571 at 6%; with 50% employer match about $12,571 at 4% or $8,381 at 6%; with 100% employer match about $9,428 at 4% or $6,285 at 6%. |
| 2021 | 1 | 12 | $273,892 | $6,767 | $564iApproximate average salary by contribution assumption: employee only about $14,098 at 4% or $9,399 at 6%; with 50% employer match about $9,399 at 4% or $6,266 at 6%; with 100% employer match about $7,049 at 4% or $4,699 at 6%. |
| CHARLES SETTLEMENT HOUSE 401(K) PROFIT SHARING PLAN & TRUST | - | 12 | $273,892 | $6,767 | $564iApproximate average salary by contribution assumption: employee only about $14,098 at 4% or $9,399 at 6%; with 50% employer match about $9,399 at 4% or $6,266 at 6%; with 100% employer match about $7,049 at 4% or $4,699 at 6%. |
| 2020 | 1 | 13 | $597,665 | $6,724 | $517iApproximate average salary by contribution assumption: employee only about $12,931 at 4% or $8,621 at 6%; with 50% employer match about $8,621 at 4% or $5,747 at 6%; with 100% employer match about $6,465 at 4% or $4,310 at 6%. |
| CHARLES SETTLEMENT HOUSE 401(K) PROFIT SHARING PLAN & TRUST | - | 13 | $597,665 | $6,724 | $517iApproximate average salary by contribution assumption: employee only about $12,931 at 4% or $8,621 at 6%; with 50% employer match about $8,621 at 4% or $5,747 at 6%; with 100% employer match about $6,465 at 4% or $4,310 at 6%. |
| 2019 | 1 | 7 | $525,085 | $21,612 | $3,087iApproximate average salary by contribution assumption: employee only about $77,186 at 4% or $51,457 at 6%; with 50% employer match about $51,457 at 4% or $34,305 at 6%; with 100% employer match about $38,593 at 4% or $25,729 at 6%. |
| CHARLES SETTLEMENT HOUSE 401(K) PROFIT SHARING PLAN & TRUST | - | 7 | $525,085 | $21,612 | $3,087iApproximate average salary by contribution assumption: employee only about $77,186 at 4% or $51,457 at 6%; with 50% employer match about $51,457 at 4% or $34,305 at 6%; with 100% employer match about $38,593 at 4% or $25,729 at 6%. |
| 2018 | 1 | 8 | $434,579 | $14,037 | $1,755iApproximate average salary by contribution assumption: employee only about $43,866 at 4% or $29,244 at 6%; with 50% employer match about $29,244 at 4% or $19,496 at 6%; with 100% employer match about $21,933 at 4% or $14,622 at 6%. |
| CHARLES SETTLEMENT HOUSE 401 K PROFIT SHARING PLAN TRUST | - | 8 | $434,579 | $14,037 | $1,755iApproximate average salary by contribution assumption: employee only about $43,866 at 4% or $29,244 at 6%; with 50% employer match about $29,244 at 4% or $19,496 at 6%; with 100% employer match about $21,933 at 4% or $14,622 at 6%. |
| 2017 | 1 | 9 | $456,071 | $18,544 | $2,060iApproximate average salary by contribution assumption: employee only about $51,511 at 4% or $34,341 at 6%; with 50% employer match about $34,341 at 4% or $22,894 at 6%; with 100% employer match about $25,756 at 4% or $17,170 at 6%. |
| CHARLES SETTLEMENT HOUSE 401 K PROFIT SHARING PLAN TRUST | - | 9 | $456,071 | $18,544 | $2,060iApproximate average salary by contribution assumption: employee only about $51,511 at 4% or $34,341 at 6%; with 50% employer match about $34,341 at 4% or $22,894 at 6%; with 100% employer match about $25,756 at 4% or $17,170 at 6%. |
| 2016 | 1 | 10 | $397,808 | $19,175 | $1,918iApproximate average salary by contribution assumption: employee only about $47,938 at 4% or $31,958 at 6%; with 50% employer match about $31,958 at 4% or $21,306 at 6%; with 100% employer match about $23,969 at 4% or $15,979 at 6%. |
| CHARLES SETTLEMENT HOUSE 401 K PROFIT SHARING PLAN TRUST | - | 10 | $397,808 | $19,175 | $1,918iApproximate average salary by contribution assumption: employee only about $47,938 at 4% or $31,958 at 6%; with 50% employer match about $31,958 at 4% or $21,306 at 6%; with 100% employer match about $23,969 at 4% or $15,979 at 6%. |
| 2015 | 1 | 10 | $366,489 | $18,874 | $1,887iApproximate average salary by contribution assumption: employee only about $47,185 at 4% or $31,457 at 6%; with 50% employer match about $31,457 at 4% or $20,971 at 6%; with 100% employer match about $23,593 at 4% or $15,728 at 6%. |
| CHARLES SETTLEMENT HOUSE 401 K PROFIT SHARING PLAN TRUST | - | 10 | $366,489 | $18,874 | $1,887iApproximate average salary by contribution assumption: employee only about $47,185 at 4% or $31,457 at 6%; with 50% employer match about $31,457 at 4% or $20,971 at 6%; with 100% employer match about $23,593 at 4% or $15,728 at 6%. |
| 2014 | 1 | 10 | $347,997 | $18,604 | $1,860iApproximate average salary by contribution assumption: employee only about $46,510 at 4% or $31,007 at 6%; with 50% employer match about $31,007 at 4% or $20,671 at 6%; with 100% employer match about $23,255 at 4% or $15,503 at 6%. |
| CHARLES SETTLEMENT HOUSE 401 K PROFIT SHARING PLAN TRUST | - | 10 | $347,997 | $18,604 | $1,860iApproximate average salary by contribution assumption: employee only about $46,510 at 4% or $31,007 at 6%; with 50% employer match about $31,007 at 4% or $20,671 at 6%; with 100% employer match about $23,255 at 4% or $15,503 at 6%. |
| 2013 | 1 | 13 | $314,837 | $24,653 | $1,896iApproximate average salary by contribution assumption: employee only about $47,410 at 4% or $31,606 at 6%; with 50% employer match about $31,606 at 4% or $21,071 at 6%; with 100% employer match about $23,705 at 4% or $15,803 at 6%. |
| CHARLES SETTLEMENT HOUSE 401 K PROFIT SHARING PLAN TRUST | - | 13 | $314,837 | $24,653 | $1,896iApproximate average salary by contribution assumption: employee only about $47,410 at 4% or $31,606 at 6%; with 50% employer match about $31,606 at 4% or $21,071 at 6%; with 100% employer match about $23,705 at 4% or $15,803 at 6%. |
| 2012 | 1 | 13 | $281,466 | $34,733 | $2,672iApproximate average salary by contribution assumption: employee only about $66,794 at 4% or $44,529 at 6%; with 50% employer match about $44,529 at 4% or $29,686 at 6%; with 100% employer match about $33,397 at 4% or $22,265 at 6%. |
| CHARLES SETTLEMENT HOUSE 401 K PROFIT SHARING PLAN TRUST | - | 13 | $281,466 | $34,733 | $2,672iApproximate average salary by contribution assumption: employee only about $66,794 at 4% or $44,529 at 6%; with 50% employer match about $44,529 at 4% or $29,686 at 6%; with 100% employer match about $33,397 at 4% or $22,265 at 6%. |
| 2011 | 2 | 16 | $236,792 | $31,504 | $1,969iApproximate average salary by contribution assumption: employee only about $49,225 at 4% or $32,817 at 6%; with 50% employer match about $32,817 at 4% or $21,878 at 6%; with 100% employer match about $24,613 at 4% or $16,408 at 6%. |
| CHARLES SETTLEMENT HOUSE 401 K PROFIT SHARING PLAN TRUST | - | 16 | $236,792 | $31,504 | $1,969iApproximate average salary by contribution assumption: employee only about $49,225 at 4% or $32,817 at 6%; with 50% employer match about $32,817 at 4% or $21,878 at 6%; with 100% employer match about $24,613 at 4% or $16,408 at 6%. |
| TAX DEFERRED ANNUNITY PLAN OF CHARLES SETTLEMENT HOUSE | - | 0 | $0 | - | - |
| 2010 | 3 | 12 | $249,871 | $110,638 | $9,220iApproximate average salary by contribution assumption: employee only about $230,496 at 4% or $153,664 at 6%; with 50% employer match about $153,664 at 4% or $102,443 at 6%; with 100% employer match about $115,248 at 4% or $76,832 at 6%. |
| CHARLES SETTLEMENT HOUSE 401 K PROFIT SHARING PLAN TRUST | - | 12 | $217,455 | $110,638 | $9,220iApproximate average salary by contribution assumption: employee only about $230,496 at 4% or $153,664 at 6%; with 50% employer match about $153,664 at 4% or $102,443 at 6%; with 100% employer match about $115,248 at 4% or $76,832 at 6%. |
| TAX DEFERRED ANNUNITY PLAN OF CHARLES SETTLEMENT HOUSE | - | 11 | $32,416 | $0 | - |
| EMPLOYEE BEFEFITS PLAN OF CHARLES SETTLEMENT HOUSE | - | 0 | $0 | $0 | - |
| 2009 | 3 | 21 | $482,024 | $27,426 | $1,306iApproximate average salary by contribution assumption: employee only about $32,650 at 4% or $21,767 at 6%; with 50% employer match about $21,767 at 4% or $14,511 at 6%; with 100% employer match about $16,325 at 4% or $10,883 at 6%. |
| EMPLOYEE BENEFITS PLAN OF CHARLES SETTLEMENT HOUSE | - | 21 | $338,394 | $0 | - |
| CHARLES SETTLEMENT HOUSE | - | 16 | $111,701 | $27,426 | $1,714iApproximate average salary by contribution assumption: employee only about $42,853 at 4% or $28,569 at 6%; with 50% employer match about $28,569 at 4% or $19,046 at 6%; with 100% employer match about $21,427 at 4% or $14,284 at 6%. |
| TAX DEFERRED ANNUNITY PLAN OF CHARLES SETTLEMENT HOUSE | - | 11 | $31,929 | $0 | - |
| 2008 | 2 | 21 | $561,799 | $57,601 | $2,743iApproximate average salary by contribution assumption: employee only about $68,573 at 4% or $45,715 at 6%; with 50% employer match about $45,715 at 4% or $30,477 at 6%; with 100% employer match about $34,286 at 4% or $22,858 at 6%. |
| EMPIOYEE BENEFITS PIAN OF CHURIES SCTT/EMENT HOUSE | - | 0 | $479,332 | - | - |
| CHARLES SETTLEMENT HOUSE 401K PROFIT SHARING PLAN & TRUST | - | 21 | $82,467 | $57,601 | $2,743iApproximate average salary by contribution assumption: employee only about $68,573 at 4% or $45,715 at 6%; with 50% employer match about $45,715 at 4% or $30,477 at 6%; with 100% employer match about $34,286 at 4% or $22,858 at 6%. |
| 2007 | 2 | 20 | $44,497 | $39,497 | $1,975iApproximate average salary by contribution assumption: employee only about $49,371 at 4% or $32,914 at 6%; with 50% employer match about $32,914 at 4% or $21,943 at 6%; with 100% employer match about $24,686 at 4% or $16,457 at 6%. |
| CHARLES SETTLEMENT HOUSE 401K PROFIT SHARING PLAN & TRUST | - | 20 | $44,497 | $39,497 | $1,975iApproximate average salary by contribution assumption: employee only about $49,371 at 4% or $32,914 at 6%; with 50% employer match about $32,914 at 4% or $21,943 at 6%; with 100% employer match about $24,686 at 4% or $16,457 at 6%. |
| EMPLOYEE BENEFITS PLAN OF CHARLES SETTLEMENT HOUSE | - | 18 | - | - | - |
| 2006 | 2 | 28 | $461,345 | $16,997 | $607iApproximate average salary by contribution assumption: employee only about $15,176 at 4% or $10,117 at 6%; with 50% employer match about $10,117 at 4% or $6,745 at 6%; with 100% employer match about $7,588 at 4% or $5,059 at 6%. |
| EMPLOYEE BENEFITS PLAN OF CHARLES SETTLEMENT HOUSE | - | 16 | $457,829 | $13,500 | $844iApproximate average salary by contribution assumption: employee only about $21,094 at 4% or $14,063 at 6%; with 50% employer match about $14,063 at 4% or $9,375 at 6%; with 100% employer match about $10,547 at 4% or $7,031 at 6%. |
| CHARLES SETTLEMENT HOUSE 401K PROFIT SHARING PLAN & TRUST | - | 28 | $3,516 | $3,497 | $125iApproximate average salary by contribution assumption: employee only about $3,122 at 4% or $2,082 at 6%; with 50% employer match about $2,082 at 4% or $1,388 at 6%; with 100% employer match about $1,561 at 4% or $1,041 at 6%. |
| 2005 | 1 | 13 | $853,884 | $36,000 | $2,769iApproximate average salary by contribution assumption: employee only about $69,231 at 4% or $46,154 at 6%; with 50% employer match about $46,154 at 4% or $30,769 at 6%; with 100% employer match about $34,615 at 4% or $23,077 at 6%. |
| EMPLOYEE BENEFITS PLAN OF CHARLES SETTLEMENT HOUSE | - | 13 | $853,884 | $36,000 | $2,769iApproximate average salary by contribution assumption: employee only about $69,231 at 4% or $46,154 at 6%; with 50% employer match about $46,154 at 4% or $30,769 at 6%; with 100% employer match about $34,615 at 4% or $23,077 at 6%. |
| 2004 | 1 | 14 | $848,013 | $34,500 | $2,464iApproximate average salary by contribution assumption: employee only about $61,607 at 4% or $41,071 at 6%; with 50% employer match about $41,071 at 4% or $27,381 at 6%; with 100% employer match about $30,804 at 4% or $20,536 at 6%. |
| Employee Benefits Plan of Charles Settlement House | - | 14 | $848,013 | $34,500 | $2,464iApproximate average salary by contribution assumption: employee only about $61,607 at 4% or $41,071 at 6%; with 50% employer match about $41,071 at 4% or $27,381 at 6%; with 100% employer match about $30,804 at 4% or $20,536 at 6%. |
| 2003 | 1 | 13 | $799,742 | $36,000 | $2,769iApproximate average salary by contribution assumption: employee only about $69,231 at 4% or $46,154 at 6%; with 50% employer match about $46,154 at 4% or $30,769 at 6%; with 100% employer match about $34,615 at 4% or $23,077 at 6%. |
| Employee Benefits Plan of Charles Settlement House | - | 13 | $799,742 | $36,000 | $2,769iApproximate average salary by contribution assumption: employee only about $69,231 at 4% or $46,154 at 6%; with 50% employer match about $46,154 at 4% or $30,769 at 6%; with 100% employer match about $34,615 at 4% or $23,077 at 6%. |
| 2002 | 1 | 15 | $728,173 | $54,000 | $3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%. |
| Employee Benefits Plan of Charles Settlement House | - | 15 | $728,173 | $54,000 | $3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%. |
| 2001 | 1 | 16 | $681,937 | $45,000 | $2,813iApproximate average salary by contribution assumption: employee only about $70,313 at 4% or $46,875 at 6%; with 50% employer match about $46,875 at 4% or $31,250 at 6%; with 100% employer match about $35,156 at 4% or $23,438 at 6%. |
| Employee Benefits Plan of Charles Settlement House | - | 16 | $681,937 | $45,000 | $2,813iApproximate average salary by contribution assumption: employee only about $70,313 at 4% or $46,875 at 6%; with 50% employer match about $46,875 at 4% or $31,250 at 6%; with 100% employer match about $35,156 at 4% or $23,438 at 6%. |
| 2000 | 1 | 20 | $641,748 | $26,456 | $1,323iApproximate average salary by contribution assumption: employee only about $33,070 at 4% or $22,047 at 6%; with 50% employer match about $22,047 at 4% or $14,698 at 6%; with 100% employer match about $16,535 at 4% or $11,023 at 6%. |
| Employee Benefits Plan of Charles Settlement House | - | 20 | $641,748 | $26,456 | $1,323iApproximate average salary by contribution assumption: employee only about $33,070 at 4% or $22,047 at 6%; with 50% employer match about $22,047 at 4% or $14,698 at 6%; with 100% employer match about $16,535 at 4% or $11,023 at 6%. |
| 1999 | 1 | 17 | $628,054 | $32,866 | $1,933iApproximate average salary by contribution assumption: employee only about $48,332 at 4% or $32,222 at 6%; with 50% employer match about $32,222 at 4% or $21,481 at 6%; with 100% employer match about $24,166 at 4% or $16,111 at 6%. |
| Employee Benefits Plan of Charles Settlement House | - | 17 | $628,054 | $32,866 | $1,933iApproximate average salary by contribution assumption: employee only about $48,332 at 4% or $32,222 at 6%; with 50% employer match about $32,222 at 4% or $21,481 at 6%; with 100% employer match about $24,166 at 4% or $16,111 at 6%. |