Civic Intelligence

Charles IT LLC

Plan context: Charles IT LLC 401K Plan

EIN 20-8427442 • Middletown, CT • 12 filings • 2 plans

150 William StreetMiddletown, CT 06457
Current Snapshot

Latest Year

2024

2024 Participants

138

2024 Assets

$5,563,674

2024 Contributions

$865,216

Historical Graphs

Total Assets Over Time

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

$5,563,674$2,781,837$0201320192024YearValue
$5,563,674Latest year 2024

Participants Over Time

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

138690201320192024YearValue
138Latest 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
20241138$5,563,674$865,216$6,270iApproximate average salary by contribution assumption: employee only about $156,742 at 4% or $104,495 at 6%; with 50% employer match about $104,495 at 4% or $69,663 at 6%; with 100% employer match about $78,371 at 4% or $52,247 at 6%.
Charles IT LLC 401K Plan-138$5,563,674$865,216$6,270iApproximate average salary by contribution assumption: employee only about $156,742 at 4% or $104,495 at 6%; with 50% employer match about $104,495 at 4% or $69,663 at 6%; with 100% employer match about $78,371 at 4% or $52,247 at 6%.
20231102$4,486,013$779,138$7,639iApproximate average salary by contribution assumption: employee only about $190,965 at 4% or $127,310 at 6%; with 50% employer match about $127,310 at 4% or $84,873 at 6%; with 100% employer match about $95,483 at 4% or $63,655 at 6%.
Charles IT LLC 401K Plan-102$4,486,013$779,138$7,639iApproximate average salary by contribution assumption: employee only about $190,965 at 4% or $127,310 at 6%; with 50% employer match about $127,310 at 4% or $84,873 at 6%; with 100% employer match about $95,483 at 4% or $63,655 at 6%.
2022176$3,252,944$2,199,669$28,943iApproximate average salary by contribution assumption: employee only about $723,575 at 4% or $482,384 at 6%; with 50% employer match about $482,384 at 4% or $321,589 at 6%; with 100% employer match about $361,788 at 4% or $241,192 at 6%.
Charles IT LLC 401K Plan-76$3,252,944$2,199,669$28,943iApproximate average salary by contribution assumption: employee only about $723,575 at 4% or $482,384 at 6%; with 50% employer match about $482,384 at 4% or $321,589 at 6%; with 100% employer match about $361,788 at 4% or $241,192 at 6%.
2021149$1,760,469$295,061$6,022iApproximate average salary by contribution assumption: employee only about $150,541 at 4% or $100,361 at 6%; with 50% employer match about $100,361 at 4% or $66,907 at 6%; with 100% employer match about $75,271 at 4% or $50,180 at 6%.
Charles IT LLC 401K Plan-49$1,760,469$295,061$6,022iApproximate average salary by contribution assumption: employee only about $150,541 at 4% or $100,361 at 6%; with 50% employer match about $100,361 at 4% or $66,907 at 6%; with 100% employer match about $75,271 at 4% or $50,180 at 6%.
2020143$1,376,753$269,346$6,264iApproximate average salary by contribution assumption: employee only about $156,597 at 4% or $104,398 at 6%; with 50% employer match about $104,398 at 4% or $69,598 at 6%; with 100% employer match about $78,298 at 4% or $52,199 at 6%.
Charles IT LLC 401K Plan-43$1,376,753$269,346$6,264iApproximate average salary by contribution assumption: employee only about $156,597 at 4% or $104,398 at 6%; with 50% employer match about $104,398 at 4% or $69,598 at 6%; with 100% employer match about $78,298 at 4% or $52,199 at 6%.
2019131$964,628$169,614$5,471iApproximate average salary by contribution assumption: employee only about $136,785 at 4% or $91,190 at 6%; with 50% employer match about $91,190 at 4% or $60,794 at 6%; with 100% employer match about $68,393 at 4% or $45,595 at 6%.
Charles IT LLC 401K Plan-31$964,628$169,614$5,471iApproximate average salary by contribution assumption: employee only about $136,785 at 4% or $91,190 at 6%; with 50% employer match about $91,190 at 4% or $60,794 at 6%; with 100% employer match about $68,393 at 4% or $45,595 at 6%.
2018126$659,348$143,840$5,532iApproximate average salary by contribution assumption: employee only about $138,308 at 4% or $92,205 at 6%; with 50% employer match about $92,205 at 4% or $61,470 at 6%; with 100% employer match about $69,154 at 4% or $46,103 at 6%.
Charles IT LLC 401K Plan-26$659,348$143,840$5,532iApproximate average salary by contribution assumption: employee only about $138,308 at 4% or $92,205 at 6%; with 50% employer match about $92,205 at 4% or $61,470 at 6%; with 100% employer match about $69,154 at 4% or $46,103 at 6%.
2017121$578,534$125,278$5,966iApproximate average salary by contribution assumption: employee only about $149,140 at 4% or $99,427 at 6%; with 50% employer match about $99,427 at 4% or $66,285 at 6%; with 100% employer match about $74,570 at 4% or $49,713 at 6%.
Charles IT LLC 401K Plan-21$578,534$125,278$5,966iApproximate average salary by contribution assumption: employee only about $149,140 at 4% or $99,427 at 6%; with 50% employer match about $99,427 at 4% or $66,285 at 6%; with 100% employer match about $74,570 at 4% or $49,713 at 6%.
2016122$380,712$114,910$5,223iApproximate average salary by contribution assumption: employee only about $130,580 at 4% or $87,053 at 6%; with 50% employer match about $87,053 at 4% or $58,035 at 6%; with 100% employer match about $65,290 at 4% or $43,527 at 6%.
Charles IT LLC 401K Plan-22$380,712$114,910$5,223iApproximate average salary by contribution assumption: employee only about $130,580 at 4% or $87,053 at 6%; with 50% employer match about $87,053 at 4% or $58,035 at 6%; with 100% employer match about $65,290 at 4% or $43,527 at 6%.
2015118$241,362$125,416$6,968iApproximate average salary by contribution assumption: employee only about $174,189 at 4% or $116,126 at 6%; with 50% employer match about $116,126 at 4% or $77,417 at 6%; with 100% employer match about $87,094 at 4% or $58,063 at 6%.
Charles IT LLC 401K Plan-18$241,362$125,416$6,968iApproximate average salary by contribution assumption: employee only about $174,189 at 4% or $116,126 at 6%; with 50% employer match about $116,126 at 4% or $77,417 at 6%; with 100% employer match about $87,094 at 4% or $58,063 at 6%.
2014113$126,325$83,784$6,445iApproximate average salary by contribution assumption: employee only about $161,123 at 4% or $107,415 at 6%; with 50% employer match about $107,415 at 4% or $71,610 at 6%; with 100% employer match about $80,562 at 4% or $53,708 at 6%.
Charles IT LLC 401K Plan-13$126,325$83,784$6,445iApproximate average salary by contribution assumption: employee only about $161,123 at 4% or $107,415 at 6%; with 50% employer match about $107,415 at 4% or $71,610 at 6%; with 100% employer match about $80,562 at 4% or $53,708 at 6%.
2013111$44,382$43,153$3,923iApproximate average salary by contribution assumption: employee only about $98,075 at 4% or $65,383 at 6%; with 50% employer match about $65,383 at 4% or $43,589 at 6%; with 100% employer match about $49,038 at 4% or $32,692 at 6%.
Charles IT LLC 401K Plan-11$44,382$43,153$3,923iApproximate average salary by contribution assumption: employee only about $98,075 at 4% or $65,383 at 6%; with 50% employer match about $65,383 at 4% or $43,589 at 6%; with 100% employer match about $49,038 at 4% or $32,692 at 6%.