Civic Intelligence

Charter Bankshares Inc.

Plan context: Charter Bankshares Inc. 401(K) and Profit Sharing Plan

EIN 20-8004224 • Eau Claire, WI • 14 filings • 1 plans

1010 W Clairemont AvenueEau Claire, WI 54701
Current Snapshot

Latest Year

2022

2022 Participants

105

2022 Assets

$17,670,153

2022 Contributions

$819,547

Historical Graphs

Total Assets Over Time

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

$17,670,153$8,835,077$0200920152021YearValue
$17,670,153Latest year 2021

Participants Over Time

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

117590200920152021YearValue
105Latest 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
202210$0$819,547-
Charter Bankshares Inc. 401(K) and Profit Sharing Plan-0-$819,547-
20211105$17,670,153$1,276,830$12,160iApproximate average salary by contribution assumption: employee only about $304,007 at 4% or $202,671 at 6%; with 50% employer match about $202,671 at 4% or $135,114 at 6%; with 100% employer match about $152,004 at 4% or $101,336 at 6%.
Charter Bankshares Inc. 401(K) and Profit Sharing Plan-105$17,670,153$1,276,830$12,160iApproximate average salary by contribution assumption: employee only about $304,007 at 4% or $202,671 at 6%; with 50% employer match about $202,671 at 4% or $135,114 at 6%; with 100% employer match about $152,004 at 4% or $101,336 at 6%.
2020191$14,711,684$1,371,906$15,076iApproximate average salary by contribution assumption: employee only about $376,897 at 4% or $251,265 at 6%; with 50% employer match about $251,265 at 4% or $167,510 at 6%; with 100% employer match about $188,449 at 4% or $125,632 at 6%.
Charter Bankshares Inc. 401(K) and Profit Sharing Plan-91$14,711,684$1,371,906$15,076iApproximate average salary by contribution assumption: employee only about $376,897 at 4% or $251,265 at 6%; with 50% employer match about $251,265 at 4% or $167,510 at 6%; with 100% employer match about $188,449 at 4% or $125,632 at 6%.
2019190$11,968,395$909,608$10,107iApproximate average salary by contribution assumption: employee only about $252,669 at 4% or $168,446 at 6%; with 50% employer match about $168,446 at 4% or $112,297 at 6%; with 100% employer match about $126,334 at 4% or $84,223 at 6%.
Charter Bankshares Inc. 401(K) and Profit Sharing Plan-90$11,968,395$909,608$10,107iApproximate average salary by contribution assumption: employee only about $252,669 at 4% or $168,446 at 6%; with 50% employer match about $168,446 at 4% or $112,297 at 6%; with 100% employer match about $126,334 at 4% or $84,223 at 6%.
20181117$10,256,278$952,624$8,142iApproximate average salary by contribution assumption: employee only about $203,552 at 4% or $135,701 at 6%; with 50% employer match about $135,701 at 4% or $90,468 at 6%; with 100% employer match about $101,776 at 4% or $67,851 at 6%.
Charter Bankshares Inc. 401(K) and Profit Sharing Plan-117$10,256,278$952,624$8,142iApproximate average salary by contribution assumption: employee only about $203,552 at 4% or $135,701 at 6%; with 50% employer match about $135,701 at 4% or $90,468 at 6%; with 100% employer match about $101,776 at 4% or $67,851 at 6%.
20171104$10,286,294$755,023$7,260iApproximate average salary by contribution assumption: employee only about $181,496 at 4% or $120,997 at 6%; with 50% employer match about $120,997 at 4% or $80,665 at 6%; with 100% employer match about $90,748 at 4% or $60,499 at 6%.
Charter Bankshares Inc. 401(K) and Profit Sharing Plan-104$10,286,294$755,023$7,260iApproximate average salary by contribution assumption: employee only about $181,496 at 4% or $120,997 at 6%; with 50% employer match about $120,997 at 4% or $80,665 at 6%; with 100% employer match about $90,748 at 4% or $60,499 at 6%.
20161102$8,572,143$740,032$7,255iApproximate average salary by contribution assumption: employee only about $181,380 at 4% or $120,920 at 6%; with 50% employer match about $120,920 at 4% or $80,614 at 6%; with 100% employer match about $90,690 at 4% or $60,460 at 6%.
Charter Bankshares Inc. 401(K) and Profit Sharing Plan-102$8,572,143$740,032$7,255iApproximate average salary by contribution assumption: employee only about $181,380 at 4% or $120,920 at 6%; with 50% employer match about $120,920 at 4% or $80,614 at 6%; with 100% employer match about $90,690 at 4% or $60,460 at 6%.
2015198$7,900,969$807,157$8,236iApproximate average salary by contribution assumption: employee only about $205,907 at 4% or $137,272 at 6%; with 50% employer match about $137,272 at 4% or $91,514 at 6%; with 100% employer match about $102,954 at 4% or $68,636 at 6%.
Charter Bankshares Inc. 401(K) and Profit Sharing Plan-98$7,900,969$807,157$8,236iApproximate average salary by contribution assumption: employee only about $205,907 at 4% or $137,272 at 6%; with 50% employer match about $137,272 at 4% or $91,514 at 6%; with 100% employer match about $102,954 at 4% or $68,636 at 6%.
20141111$8,124,732$792,316$7,138iApproximate average salary by contribution assumption: employee only about $178,450 at 4% or $118,966 at 6%; with 50% employer match about $118,966 at 4% or $79,311 at 6%; with 100% employer match about $89,225 at 4% or $59,483 at 6%.
Charter Bankshares Inc. 401(K) and Profit Sharing Plan-111$8,124,732$792,316$7,138iApproximate average salary by contribution assumption: employee only about $178,450 at 4% or $118,966 at 6%; with 50% employer match about $118,966 at 4% or $79,311 at 6%; with 100% employer match about $89,225 at 4% or $59,483 at 6%.
20131100$7,281,936$759,487$7,595iApproximate average salary by contribution assumption: employee only about $189,872 at 4% or $126,581 at 6%; with 50% employer match about $126,581 at 4% or $84,387 at 6%; with 100% employer match about $94,936 at 4% or $63,291 at 6%.
Charter Bankshares Inc. 401(K) and Profit Sharing Plan-100$7,281,936$759,487$7,595iApproximate average salary by contribution assumption: employee only about $189,872 at 4% or $126,581 at 6%; with 50% employer match about $126,581 at 4% or $84,387 at 6%; with 100% employer match about $94,936 at 4% or $63,291 at 6%.
2012193$6,098,456$760,204$8,174iApproximate average salary by contribution assumption: employee only about $204,356 at 4% or $136,237 at 6%; with 50% employer match about $136,237 at 4% or $90,825 at 6%; with 100% employer match about $102,178 at 4% or $68,119 at 6%.
Charter Bankshares Inc. 401(K) and Profit Sharing Plan-93$6,098,456$760,204$8,174iApproximate average salary by contribution assumption: employee only about $204,356 at 4% or $136,237 at 6%; with 50% employer match about $136,237 at 4% or $90,825 at 6%; with 100% employer match about $102,178 at 4% or $68,119 at 6%.
2011193$4,811,113$605,736$6,513iApproximate average salary by contribution assumption: employee only about $162,832 at 4% or $108,555 at 6%; with 50% employer match about $108,555 at 4% or $72,370 at 6%; with 100% employer match about $81,416 at 4% or $54,277 at 6%.
Charter Bankshares Inc. 401(K) and Profit Sharing Plan-93$4,811,113$605,736$6,513iApproximate average salary by contribution assumption: employee only about $162,832 at 4% or $108,555 at 6%; with 50% employer match about $108,555 at 4% or $72,370 at 6%; with 100% employer match about $81,416 at 4% or $54,277 at 6%.
2010190$5,188,570$605,930$6,733iApproximate average salary by contribution assumption: employee only about $168,314 at 4% or $112,209 at 6%; with 50% employer match about $112,209 at 4% or $74,806 at 6%; with 100% employer match about $84,157 at 4% or $56,105 at 6%.
Charter Bankshares Inc. 401(K) and Profit Sharing Plan-90$5,188,570$605,930$6,733iApproximate average salary by contribution assumption: employee only about $168,314 at 4% or $112,209 at 6%; with 50% employer match about $112,209 at 4% or $74,806 at 6%; with 100% employer match about $84,157 at 4% or $56,105 at 6%.
2009188$4,334,286$523,107$5,944iApproximate average salary by contribution assumption: employee only about $148,610 at 4% or $99,073 at 6%; with 50% employer match about $99,073 at 4% or $66,049 at 6%; with 100% employer match about $74,305 at 4% or $49,537 at 6%.
Charter Bankshares Inc. 401(K) and Profit Sharing Plan-88$4,334,286$523,107$5,944iApproximate average salary by contribution assumption: employee only about $148,610 at 4% or $99,073 at 6%; with 50% employer match about $99,073 at 4% or $66,049 at 6%; with 100% employer match about $74,305 at 4% or $49,537 at 6%.