Morgan Charitable Foundation
Plan context: James and Rebecca Morgan Chari 401(K) Profit Sharing Plan & Trust
EIN 20-2029688 • Los Altos, CA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$1,326,756
2025 Contributions
$82,052
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $1,326,756 | $82,052 | $20,513iApproximate average salary by contribution assumption: employee only about $512,825 at 4% or $341,883 at 6%; with 50% employer match about $341,883 at 4% or $227,922 at 6%; with 100% employer match about $256,413 at 4% or $170,942 at 6%. |
| James and Rebecca Morgan Chari 401(K) Profit Sharing Plan & Trust | - | 4 | $1,326,756 | $82,052 | $20,513iApproximate average salary by contribution assumption: employee only about $512,825 at 4% or $341,883 at 6%; with 50% employer match about $341,883 at 4% or $227,922 at 6%; with 100% employer match about $256,413 at 4% or $170,942 at 6%. |
| 2024 | 1 | 4 | $1,042,992 | $71,179 | $17,795iApproximate average salary by contribution assumption: employee only about $444,869 at 4% or $296,579 at 6%; with 50% employer match about $296,579 at 4% or $197,719 at 6%; with 100% employer match about $222,434 at 4% or $148,290 at 6%. |
| James and Rebecca Morgan Chari 401(K) Profit Sharing Plan & Trust | - | 4 | $1,042,992 | $71,179 | $17,795iApproximate average salary by contribution assumption: employee only about $444,869 at 4% or $296,579 at 6%; with 50% employer match about $296,579 at 4% or $197,719 at 6%; with 100% employer match about $222,434 at 4% or $148,290 at 6%. |
| 2023 | 1 | 4 | $782,481 | $66,050 | $16,513iApproximate average salary by contribution assumption: employee only about $412,813 at 4% or $275,208 at 6%; with 50% employer match about $275,208 at 4% or $183,472 at 6%; with 100% employer match about $206,406 at 4% or $137,604 at 6%. |
| James and Rebecca Morgan Chari 401(K) Profit Sharing Plan & Trust | - | 4 | $782,481 | $66,050 | $16,513iApproximate average salary by contribution assumption: employee only about $412,813 at 4% or $275,208 at 6%; with 50% employer match about $275,208 at 4% or $183,472 at 6%; with 100% employer match about $206,406 at 4% or $137,604 at 6%. |
| 2022 | 1 | 4 | $1,223,049 | $60,387 | $15,097iApproximate average salary by contribution assumption: employee only about $377,419 at 4% or $251,613 at 6%; with 50% employer match about $251,613 at 4% or $167,742 at 6%; with 100% employer match about $188,709 at 4% or $125,806 at 6%. |
| James and Rebecca Morgan Chari 401(K) Profit Sharing Plan & Trust | - | 4 | $1,223,049 | $60,387 | $15,097iApproximate average salary by contribution assumption: employee only about $377,419 at 4% or $251,613 at 6%; with 50% employer match about $251,613 at 4% or $167,742 at 6%; with 100% employer match about $188,709 at 4% or $125,806 at 6%. |
| 2021 | 1 | 4 | $1,467,045 | $119,018 | $29,755iApproximate average salary by contribution assumption: employee only about $743,863 at 4% or $495,908 at 6%; with 50% employer match about $495,908 at 4% or $330,606 at 6%; with 100% employer match about $371,931 at 4% or $247,954 at 6%. |
| James and Rebecca Morgan Chari 401(K) Profit Sharing Plan & Trust | - | 4 | $1,467,045 | $119,018 | $29,755iApproximate average salary by contribution assumption: employee only about $743,863 at 4% or $495,908 at 6%; with 50% employer match about $495,908 at 4% or $330,606 at 6%; with 100% employer match about $371,931 at 4% or $247,954 at 6%. |