Civic Intelligence

Charter Capital Management Inc.

Plan context: Charter Capital Management Inc. 401K Retirement Plan

EIN 20-3681391 • Boston, MA • 17 filings • 2 plans

176 Federal StBoston, MA 02110
Current Snapshot

Latest Year

2021

2021 Participants

3

2021 Assets

$3,226,306

2021 Contributions

$74,926

Historical Graphs

Total Assets Over Time

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

$3,226,306$1,613,153$0200620142021YearValue
$3,226,306Latest year 2021

Participants Over Time

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

320200620142021YearValue
3Latest year 2021

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
202123$3,226,306$74,926$24,975iApproximate average salary by contribution assumption: employee only about $624,383 at 4% or $416,256 at 6%; with 50% employer match about $416,256 at 4% or $277,504 at 6%; with 100% employer match about $312,192 at 4% or $208,128 at 6%.
Charter Capital Management Inc. 401K Retirement Plan-3$3,226,306$74,926$24,975iApproximate average salary by contribution assumption: employee only about $624,383 at 4% or $416,256 at 6%; with 50% employer match about $416,256 at 4% or $277,504 at 6%; with 100% employer match about $312,192 at 4% or $208,128 at 6%.
Charter Capital Management Inc. 401K Retirement Plan-0$0--
202013$2,621,605$69,150$23,050iApproximate average salary by contribution assumption: employee only about $576,250 at 4% or $384,167 at 6%; with 50% employer match about $384,167 at 4% or $256,111 at 6%; with 100% employer match about $288,125 at 4% or $192,083 at 6%.
Charter Capital Management Inc. 401K Retirement Plan-3$2,621,605$69,150$23,050iApproximate average salary by contribution assumption: employee only about $576,250 at 4% or $384,167 at 6%; with 50% employer match about $384,167 at 4% or $256,111 at 6%; with 100% employer match about $288,125 at 4% or $192,083 at 6%.
201913$2,309,251$66,941$22,314iApproximate average salary by contribution assumption: employee only about $557,842 at 4% or $371,894 at 6%; with 50% employer match about $371,894 at 4% or $247,930 at 6%; with 100% employer match about $278,921 at 4% or $185,947 at 6%.
Charter Capital Management Inc. 401K Retirement Plan-3$2,309,251$66,941$22,314iApproximate average salary by contribution assumption: employee only about $557,842 at 4% or $371,894 at 6%; with 50% employer match about $371,894 at 4% or $247,930 at 6%; with 100% employer match about $278,921 at 4% or $185,947 at 6%.
201813$1,763,741$65,098$21,699iApproximate average salary by contribution assumption: employee only about $542,483 at 4% or $361,656 at 6%; with 50% employer match about $361,656 at 4% or $241,104 at 6%; with 100% employer match about $271,242 at 4% or $180,828 at 6%.
Charter Capital Management Inc. 401K Retirement Plan-3$1,763,741$65,098$21,699iApproximate average salary by contribution assumption: employee only about $542,483 at 4% or $361,656 at 6%; with 50% employer match about $361,656 at 4% or $241,104 at 6%; with 100% employer match about $271,242 at 4% or $180,828 at 6%.
201713$1,781,657$62,160$20,720iApproximate average salary by contribution assumption: employee only about $518,000 at 4% or $345,333 at 6%; with 50% employer match about $345,333 at 4% or $230,222 at 6%; with 100% employer match about $259,000 at 4% or $172,667 at 6%.
Charter Capital Management Inc. 401K Retirement Plan-3$1,781,657$62,160$20,720iApproximate average salary by contribution assumption: employee only about $518,000 at 4% or $345,333 at 6%; with 50% employer match about $345,333 at 4% or $230,222 at 6%; with 100% employer match about $259,000 at 4% or $172,667 at 6%.
201613$1,378,183$57,160$19,053iApproximate average salary by contribution assumption: employee only about $476,333 at 4% or $317,556 at 6%; with 50% employer match about $317,556 at 4% or $211,704 at 6%; with 100% employer match about $238,167 at 4% or $158,778 at 6%.
Charter Capital Management Inc. 401K Retirement Plan-3$1,378,183$57,160$19,053iApproximate average salary by contribution assumption: employee only about $476,333 at 4% or $317,556 at 6%; with 50% employer match about $317,556 at 4% or $211,704 at 6%; with 100% employer match about $238,167 at 4% or $158,778 at 6%.
201513$1,198,170$54,142$18,047iApproximate average salary by contribution assumption: employee only about $451,183 at 4% or $300,789 at 6%; with 50% employer match about $300,789 at 4% or $200,526 at 6%; with 100% employer match about $225,592 at 4% or $150,394 at 6%.
Charter Capital Management Inc. 401K Retirement Plan-3$1,198,170$54,142$18,047iApproximate average salary by contribution assumption: employee only about $451,183 at 4% or $300,789 at 6%; with 50% employer match about $300,789 at 4% or $200,526 at 6%; with 100% employer match about $225,592 at 4% or $150,394 at 6%.
201413$1,105,972$53,892$17,964iApproximate average salary by contribution assumption: employee only about $449,100 at 4% or $299,400 at 6%; with 50% employer match about $299,400 at 4% or $199,600 at 6%; with 100% employer match about $224,550 at 4% or $149,700 at 6%.
Charter Capital Management Inc. 401K Retirement Plan-3$1,105,972$53,892$17,964iApproximate average salary by contribution assumption: employee only about $449,100 at 4% or $299,400 at 6%; with 50% employer match about $299,400 at 4% or $199,600 at 6%; with 100% employer match about $224,550 at 4% or $149,700 at 6%.
201313$966,607$48,400$16,133iApproximate average salary by contribution assumption: employee only about $403,333 at 4% or $268,889 at 6%; with 50% employer match about $268,889 at 4% or $179,259 at 6%; with 100% employer match about $201,667 at 4% or $134,444 at 6%.
Charter Capital Management Inc. 401K Retirement Plan-3$966,607$48,400$16,133iApproximate average salary by contribution assumption: employee only about $403,333 at 4% or $268,889 at 6%; with 50% employer match about $268,889 at 4% or $179,259 at 6%; with 100% employer match about $201,667 at 4% or $134,444 at 6%.
201213$691,892$45,970$15,323iApproximate average salary by contribution assumption: employee only about $383,083 at 4% or $255,389 at 6%; with 50% employer match about $255,389 at 4% or $170,259 at 6%; with 100% employer match about $191,542 at 4% or $127,694 at 6%.
Charter Capital Management Inc. 401K Retirement Plan-3$691,892$45,970$15,323iApproximate average salary by contribution assumption: employee only about $383,083 at 4% or $255,389 at 6%; with 50% employer match about $255,389 at 4% or $170,259 at 6%; with 100% employer match about $191,542 at 4% or $127,694 at 6%.
201113$545,175$46,950$15,650iApproximate average salary by contribution assumption: employee only about $391,250 at 4% or $260,833 at 6%; with 50% employer match about $260,833 at 4% or $173,889 at 6%; with 100% employer match about $195,625 at 4% or $130,417 at 6%.
Charter Capital Management Inc. 401K Retirement Plan-3$545,175$46,950$15,650iApproximate average salary by contribution assumption: employee only about $391,250 at 4% or $260,833 at 6%; with 50% employer match about $260,833 at 4% or $173,889 at 6%; with 100% employer match about $195,625 at 4% or $130,417 at 6%.
201013$513,414$45,776$15,259iApproximate average salary by contribution assumption: employee only about $381,467 at 4% or $254,311 at 6%; with 50% employer match about $254,311 at 4% or $169,541 at 6%; with 100% employer match about $190,733 at 4% or $127,156 at 6%.
Charter Capital Management Inc. 401K Retirement Plan-3$513,414$45,776$15,259iApproximate average salary by contribution assumption: employee only about $381,467 at 4% or $254,311 at 6%; with 50% employer match about $254,311 at 4% or $169,541 at 6%; with 100% employer match about $190,733 at 4% or $127,156 at 6%.
200913$408,830$50,783$16,928iApproximate average salary by contribution assumption: employee only about $423,192 at 4% or $282,128 at 6%; with 50% employer match about $282,128 at 4% or $188,085 at 6%; with 100% employer match about $211,596 at 4% or $141,064 at 6%.
Charter Capital Management Inc. 401K Retirement Plan-3$408,830$50,783$16,928iApproximate average salary by contribution assumption: employee only about $423,192 at 4% or $282,128 at 6%; with 50% employer match about $282,128 at 4% or $188,085 at 6%; with 100% employer match about $211,596 at 4% or $141,064 at 6%.
200813$262,803$63,334$21,111iApproximate average salary by contribution assumption: employee only about $527,783 at 4% or $351,856 at 6%; with 50% employer match about $351,856 at 4% or $234,570 at 6%; with 100% employer match about $263,892 at 4% or $175,928 at 6%.
Charter Capital Management Inc. 401K Retirement Plan-3$262,803$63,334$21,111iApproximate average salary by contribution assumption: employee only about $527,783 at 4% or $351,856 at 6%; with 50% employer match about $351,856 at 4% or $234,570 at 6%; with 100% employer match about $263,892 at 4% or $175,928 at 6%.
200713$0$0-
Charter Capital Management Inc. 401K Retirement Plan-3---
200613$425,141$397,044$132,348iApproximate average salary by contribution assumption: employee only about $3,308,700 at 4% or $2,205,800 at 6%; with 50% employer match about $2,205,800 at 4% or $1,470,533 at 6%; with 100% employer match about $1,654,350 at 4% or $1,102,900 at 6%.
Charter Capital Management Inc. 401K Retirement Plan-3$425,141$397,044$132,348iApproximate average salary by contribution assumption: employee only about $3,308,700 at 4% or $2,205,800 at 6%; with 50% employer match about $2,205,800 at 4% or $1,470,533 at 6%; with 100% employer match about $1,654,350 at 4% or $1,102,900 at 6%.