Civic Intelligence

SIMPLY CHARLOTTE MASON, LLC

Plan context: SIMPLY CHARLOTTE MASON 401(K) PLAN

EIN 20-3015411 • Lawrenceville, GA • 8 filings • 1 plans

930 New Hope Road#11-892Lawrenceville, GA 30045
Current Snapshot

Latest Year

2025

2025 Participants

28

2025 Assets

$1,143,558

2025 Contributions

$111,264

Historical Graphs

Total Assets Over Time

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

$1,143,558$571,779$0201820222025YearValue
$1,143,558Latest year 2025

Participants Over Time

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

28140201820222025YearValue
28Latest year 2025

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
2025128$1,143,558$111,264$3,974iApproximate average salary by contribution assumption: employee only about $99,343 at 4% or $66,229 at 6%; with 50% employer match about $66,229 at 4% or $44,152 at 6%; with 100% employer match about $49,671 at 4% or $33,114 at 6%.
SIMPLY CHARLOTTE MASON 401(K) PLAN-28$1,143,558$111,264$3,974iApproximate average salary by contribution assumption: employee only about $99,343 at 4% or $66,229 at 6%; with 50% employer match about $66,229 at 4% or $44,152 at 6%; with 100% employer match about $49,671 at 4% or $33,114 at 6%.
2024126$864,769$93,777$3,607iApproximate average salary by contribution assumption: employee only about $90,170 at 4% or $60,113 at 6%; with 50% employer match about $60,113 at 4% or $40,076 at 6%; with 100% employer match about $45,085 at 4% or $30,057 at 6%.
SIMPLY CHARLOTTE MASON 401(K) PLAN-26$864,769$93,777$3,607iApproximate average salary by contribution assumption: employee only about $90,170 at 4% or $60,113 at 6%; with 50% employer match about $60,113 at 4% or $40,076 at 6%; with 100% employer match about $45,085 at 4% or $30,057 at 6%.
2023125$680,593$126,563$5,063iApproximate average salary by contribution assumption: employee only about $126,563 at 4% or $84,375 at 6%; with 50% employer match about $84,375 at 4% or $56,250 at 6%; with 100% employer match about $63,282 at 4% or $42,188 at 6%.
SIMPLY CHARLOTTE MASON 401(K) PLAN-25$680,593$126,563$5,063iApproximate average salary by contribution assumption: employee only about $126,563 at 4% or $84,375 at 6%; with 50% employer match about $84,375 at 4% or $56,250 at 6%; with 100% employer match about $63,282 at 4% or $42,188 at 6%.
2022124$461,282$57,455$2,394iApproximate average salary by contribution assumption: employee only about $59,849 at 4% or $39,899 at 6%; with 50% employer match about $39,899 at 4% or $26,600 at 6%; with 100% employer match about $29,924 at 4% or $19,950 at 6%.
SIMPLY CHARLOTTE MASON 401(K) PLAN-24$461,282$57,455$2,394iApproximate average salary by contribution assumption: employee only about $59,849 at 4% or $39,899 at 6%; with 50% employer match about $39,899 at 4% or $26,600 at 6%; with 100% employer match about $29,924 at 4% or $19,950 at 6%.
2021119$492,540$61,877$3,257iApproximate average salary by contribution assumption: employee only about $81,417 at 4% or $54,278 at 6%; with 50% employer match about $54,278 at 4% or $36,185 at 6%; with 100% employer match about $40,709 at 4% or $27,139 at 6%.
SIMPLY CHARLOTTE MASON 401(K) PLAN-19$492,540$61,877$3,257iApproximate average salary by contribution assumption: employee only about $81,417 at 4% or $54,278 at 6%; with 50% employer match about $54,278 at 4% or $36,185 at 6%; with 100% employer match about $40,709 at 4% or $27,139 at 6%.
2020113$371,523$49,528$3,810iApproximate average salary by contribution assumption: employee only about $95,246 at 4% or $63,497 at 6%; with 50% employer match about $63,497 at 4% or $42,332 at 6%; with 100% employer match about $47,623 at 4% or $31,749 at 6%.
SIMPLY CHARLOTTE MASON 401(K) PLAN-13$371,523$49,528$3,810iApproximate average salary by contribution assumption: employee only about $95,246 at 4% or $63,497 at 6%; with 50% employer match about $63,497 at 4% or $42,332 at 6%; with 100% employer match about $47,623 at 4% or $31,749 at 6%.
2019114$272,383$42,864$3,062iApproximate average salary by contribution assumption: employee only about $76,543 at 4% or $51,029 at 6%; with 50% employer match about $51,029 at 4% or $34,019 at 6%; with 100% employer match about $38,271 at 4% or $25,514 at 6%.
SIMPLY CHARLOTTE MASON 401(K) PLAN-14$272,383$42,864$3,062iApproximate average salary by contribution assumption: employee only about $76,543 at 4% or $51,029 at 6%; with 50% employer match about $51,029 at 4% or $34,019 at 6%; with 100% employer match about $38,271 at 4% or $25,514 at 6%.
2018111$184,374$202,169$18,379iApproximate average salary by contribution assumption: employee only about $459,475 at 4% or $306,317 at 6%; with 50% employer match about $306,317 at 4% or $204,211 at 6%; with 100% employer match about $229,738 at 4% or $153,158 at 6%.
SIMPLY CHARLOTTE MASON 401(K) PLAN-11$184,374$202,169$18,379iApproximate average salary by contribution assumption: employee only about $459,475 at 4% or $306,317 at 6%; with 50% employer match about $306,317 at 4% or $204,211 at 6%; with 100% employer match about $229,738 at 4% or $153,158 at 6%.