Civic Intelligence

Charles Services LLC

Plan context: Charles Services LLC 401(K) Profit Sharing Plan

EIN 16-1582859 • Liverpool, NY • 11 filings • 2 plans

914 Old Liverpool RoadLiverpool, NY 13088
Current Snapshot

Latest Year

2024

2024 Participants

30

2024 Assets

$1,662,527

2024 Contributions

$132,207

Historical Graphs

Total Assets Over Time

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

$1,902,773$951,387$0201420192024YearValue
$1,662,527Latest year 2024

Participants Over Time

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

31160201420192024YearValue
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$1,662,527$132,207$4,407iApproximate average salary by contribution assumption: employee only about $110,172 at 4% or $73,448 at 6%; with 50% employer match about $73,448 at 4% or $48,966 at 6%; with 100% employer match about $55,086 at 4% or $36,724 at 6%.
Charles Services LLC 401(K) Profit Sharing Plan-30$1,662,527$132,207$4,407iApproximate average salary by contribution assumption: employee only about $110,172 at 4% or $73,448 at 6%; with 50% employer match about $73,448 at 4% or $48,966 at 6%; with 100% employer match about $55,086 at 4% or $36,724 at 6%.
2023128$1,734,596$143,038$5,109iApproximate average salary by contribution assumption: employee only about $127,713 at 4% or $85,142 at 6%; with 50% employer match about $85,142 at 4% or $56,761 at 6%; with 100% employer match about $63,856 at 4% or $42,571 at 6%.
Charles Services LLC 401(K) Profit Sharing Plan-28$1,734,596$143,038$5,109iApproximate average salary by contribution assumption: employee only about $127,713 at 4% or $85,142 at 6%; with 50% employer match about $85,142 at 4% or $56,761 at 6%; with 100% employer match about $63,856 at 4% or $42,571 at 6%.
2022131$1,548,361$150,728$4,862iApproximate average salary by contribution assumption: employee only about $121,555 at 4% or $81,037 at 6%; with 50% employer match about $81,037 at 4% or $54,024 at 6%; with 100% employer match about $60,777 at 4% or $40,518 at 6%.
Charles Services LLC 401(K) Profit Sharing Plan-31$1,548,361$150,728$4,862iApproximate average salary by contribution assumption: employee only about $121,555 at 4% or $81,037 at 6%; with 50% employer match about $81,037 at 4% or $54,024 at 6%; with 100% employer match about $60,777 at 4% or $40,518 at 6%.
2021130$1,902,773$116,969$3,899iApproximate average salary by contribution assumption: employee only about $97,474 at 4% or $64,983 at 6%; with 50% employer match about $64,983 at 4% or $43,322 at 6%; with 100% employer match about $48,737 at 4% or $32,491 at 6%.
Charles Services LLC 401(K) Profit Sharing Plan-30$1,902,773$116,969$3,899iApproximate average salary by contribution assumption: employee only about $97,474 at 4% or $64,983 at 6%; with 50% employer match about $64,983 at 4% or $43,322 at 6%; with 100% employer match about $48,737 at 4% or $32,491 at 6%.
2020126$1,710,770$111,502$4,289iApproximate average salary by contribution assumption: employee only about $107,213 at 4% or $71,476 at 6%; with 50% employer match about $71,476 at 4% or $47,650 at 6%; with 100% employer match about $53,607 at 4% or $35,738 at 6%.
Charles Services LLC 401(K) Profit Sharing Plan-26$1,710,770$111,502$4,289iApproximate average salary by contribution assumption: employee only about $107,213 at 4% or $71,476 at 6%; with 50% employer match about $71,476 at 4% or $47,650 at 6%; with 100% employer match about $53,607 at 4% or $35,738 at 6%.
2019125$1,422,017$90,748$3,630iApproximate average salary by contribution assumption: employee only about $90,748 at 4% or $60,499 at 6%; with 50% employer match about $60,499 at 4% or $40,332 at 6%; with 100% employer match about $45,374 at 4% or $30,249 at 6%.
Charles Services LLC 401(K) Profit Sharing Plan-25$1,422,017$90,748$3,630iApproximate average salary by contribution assumption: employee only about $90,748 at 4% or $60,499 at 6%; with 50% employer match about $60,499 at 4% or $40,332 at 6%; with 100% employer match about $45,374 at 4% or $30,249 at 6%.
2018125$1,648,426$85,802$3,432iApproximate average salary by contribution assumption: employee only about $85,802 at 4% or $57,201 at 6%; with 50% employer match about $57,201 at 4% or $38,134 at 6%; with 100% employer match about $42,901 at 4% or $28,601 at 6%.
Charles Services LLC 401(K) Profit Sharing Plan-25$1,648,426$85,802$3,432iApproximate average salary by contribution assumption: employee only about $85,802 at 4% or $57,201 at 6%; with 50% employer match about $57,201 at 4% or $38,134 at 6%; with 100% employer match about $42,901 at 4% or $28,601 at 6%.
2017125$1,847,159$82,957$3,318iApproximate average salary by contribution assumption: employee only about $82,957 at 4% or $55,305 at 6%; with 50% employer match about $55,305 at 4% or $36,870 at 6%; with 100% employer match about $41,479 at 4% or $27,652 at 6%.
Charles Services LLC 401(K) Profit Sharing Plan-25$1,847,159$82,957$3,318iApproximate average salary by contribution assumption: employee only about $82,957 at 4% or $55,305 at 6%; with 50% employer match about $55,305 at 4% or $36,870 at 6%; with 100% employer match about $41,479 at 4% or $27,652 at 6%.
2016129$1,736,168$85,371$2,944iApproximate average salary by contribution assumption: employee only about $73,596 at 4% or $49,064 at 6%; with 50% employer match about $49,064 at 4% or $32,709 at 6%; with 100% employer match about $36,798 at 4% or $24,532 at 6%.
Charles Services LLC 401(K) Profit Sharing Plan-29$1,736,168$85,371$2,944iApproximate average salary by contribution assumption: employee only about $73,596 at 4% or $49,064 at 6%; with 50% employer match about $49,064 at 4% or $32,709 at 6%; with 100% employer match about $36,798 at 4% or $24,532 at 6%.
2015126$1,650,910$93,426$3,593iApproximate average salary by contribution assumption: employee only about $89,833 at 4% or $59,888 at 6%; with 50% employer match about $59,888 at 4% or $39,926 at 6%; with 100% employer match about $44,916 at 4% or $29,944 at 6%.
Charles Services LLC 401(K) Profit Sharing Plan-26$1,650,910$93,426$3,593iApproximate average salary by contribution assumption: employee only about $89,833 at 4% or $59,888 at 6%; with 50% employer match about $59,888 at 4% or $39,926 at 6%; with 100% employer match about $44,916 at 4% or $29,944 at 6%.
2014125$1,690,886$82,491$3,300iApproximate average salary by contribution assumption: employee only about $82,491 at 4% or $54,994 at 6%; with 50% employer match about $54,994 at 4% or $36,663 at 6%; with 100% employer match about $41,246 at 4% or $27,497 at 6%.
Charles Services LLC 401(K) Profit Sharing Plan-25$1,690,886$82,491$3,300iApproximate average salary by contribution assumption: employee only about $82,491 at 4% or $54,994 at 6%; with 50% employer match about $54,994 at 4% or $36,663 at 6%; with 100% employer match about $41,246 at 4% or $27,497 at 6%.