Charlies Inc.
Plan context: Charlies Inc. Profit Sharing Plan
EIN 21-0657791 • Somers Point, NJ • 27 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
20
2024 Assets
$2,098,262
2024 Contributions
$149,384
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 20 | $2,098,262 | $149,384 | $7,469iApproximate average salary by contribution assumption: employee only about $186,730 at 4% or $124,487 at 6%; with 50% employer match about $124,487 at 4% or $82,991 at 6%; with 100% employer match about $93,365 at 4% or $62,243 at 6%. |
| Charlies Inc. Profit Sharing Plan | - | 20 | $2,098,262 | $149,384 | $7,469iApproximate average salary by contribution assumption: employee only about $186,730 at 4% or $124,487 at 6%; with 50% employer match about $124,487 at 4% or $82,991 at 6%; with 100% employer match about $93,365 at 4% or $62,243 at 6%. |
| 2023 | 1 | 20 | $1,712,841 | $142,786 | $7,139iApproximate average salary by contribution assumption: employee only about $178,483 at 4% or $118,988 at 6%; with 50% employer match about $118,988 at 4% or $79,326 at 6%; with 100% employer match about $89,241 at 4% or $59,494 at 6%. |
| Charlies Inc. Profit Sharing Plan | - | 20 | $1,712,841 | $142,786 | $7,139iApproximate average salary by contribution assumption: employee only about $178,483 at 4% or $118,988 at 6%; with 50% employer match about $118,988 at 4% or $79,326 at 6%; with 100% employer match about $89,241 at 4% or $59,494 at 6%. |
| 2022 | 1 | 20 | $1,309,785 | $135,082 | $6,754iApproximate average salary by contribution assumption: employee only about $168,853 at 4% or $112,568 at 6%; with 50% employer match about $112,568 at 4% or $75,046 at 6%; with 100% employer match about $84,426 at 4% or $56,284 at 6%. |
| Charlies Inc. Profit Sharing Plan | - | 20 | $1,309,785 | $135,082 | $6,754iApproximate average salary by contribution assumption: employee only about $168,853 at 4% or $112,568 at 6%; with 50% employer match about $112,568 at 4% or $75,046 at 6%; with 100% employer match about $84,426 at 4% or $56,284 at 6%. |
| 2021 | 1 | 20 | $1,425,324 | $113,515 | $5,676iApproximate average salary by contribution assumption: employee only about $141,894 at 4% or $94,596 at 6%; with 50% employer match about $94,596 at 4% or $63,064 at 6%; with 100% employer match about $70,947 at 4% or $47,298 at 6%. |
| Charlies Inc. Profit Sharing Plan | - | 20 | $1,425,324 | $113,515 | $5,676iApproximate average salary by contribution assumption: employee only about $141,894 at 4% or $94,596 at 6%; with 50% employer match about $94,596 at 4% or $63,064 at 6%; with 100% employer match about $70,947 at 4% or $47,298 at 6%. |
| 2020 | 1 | 20 | $1,120,951 | $110,642 | $5,532iApproximate average salary by contribution assumption: employee only about $138,303 at 4% or $92,202 at 6%; with 50% employer match about $92,202 at 4% or $61,468 at 6%; with 100% employer match about $69,151 at 4% or $46,101 at 6%. |
| Charlies Inc. Profit Sharing Plan | - | 20 | $1,120,951 | $110,642 | $5,532iApproximate average salary by contribution assumption: employee only about $138,303 at 4% or $92,202 at 6%; with 50% employer match about $92,202 at 4% or $61,468 at 6%; with 100% employer match about $69,151 at 4% or $46,101 at 6%. |
| 2019 | 1 | 22 | $861,112 | $101,988 | $4,636iApproximate average salary by contribution assumption: employee only about $115,895 at 4% or $77,264 at 6%; with 50% employer match about $77,264 at 4% or $51,509 at 6%; with 100% employer match about $57,948 at 4% or $38,632 at 6%. |
| Charlies Inc. Profit Sharing Plan | - | 22 | $861,112 | $101,988 | $4,636iApproximate average salary by contribution assumption: employee only about $115,895 at 4% or $77,264 at 6%; with 50% employer match about $77,264 at 4% or $51,509 at 6%; with 100% employer match about $57,948 at 4% or $38,632 at 6%. |
| 2018 | 1 | 13 | $685,074 | $50,000 | $3,846iApproximate average salary by contribution assumption: employee only about $96,154 at 4% or $64,103 at 6%; with 50% employer match about $64,103 at 4% or $42,735 at 6%; with 100% employer match about $48,077 at 4% or $32,051 at 6%. |
| Charlies Inc. Profit Sharing Plan | - | 13 | $685,074 | $50,000 | $3,846iApproximate average salary by contribution assumption: employee only about $96,154 at 4% or $64,103 at 6%; with 50% employer match about $64,103 at 4% or $42,735 at 6%; with 100% employer match about $48,077 at 4% or $32,051 at 6%. |
| 2017 | 1 | 13 | $629,762 | $50,000 | $3,846iApproximate average salary by contribution assumption: employee only about $96,154 at 4% or $64,103 at 6%; with 50% employer match about $64,103 at 4% or $42,735 at 6%; with 100% employer match about $48,077 at 4% or $32,051 at 6%. |
| Charlies Inc. Profit Sharing Plan | - | 13 | $629,762 | $50,000 | $3,846iApproximate average salary by contribution assumption: employee only about $96,154 at 4% or $64,103 at 6%; with 50% employer match about $64,103 at 4% or $42,735 at 6%; with 100% employer match about $48,077 at 4% or $32,051 at 6%. |
| 2016 | 1 | 14 | $862,795 | $58,531 | $4,181iApproximate average salary by contribution assumption: employee only about $104,520 at 4% or $69,680 at 6%; with 50% employer match about $69,680 at 4% or $46,453 at 6%; with 100% employer match about $52,260 at 4% or $34,840 at 6%. |
| Charlies Inc. Profit Sharing Plan | - | 14 | $862,795 | $58,531 | $4,181iApproximate average salary by contribution assumption: employee only about $104,520 at 4% or $69,680 at 6%; with 50% employer match about $69,680 at 4% or $46,453 at 6%; with 100% employer match about $52,260 at 4% or $34,840 at 6%. |
| 2015 | 1 | 16 | $821,392 | $60,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| Charlies Inc. Profit Sharing Plan | - | 16 | $821,392 | $60,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| 2014 | 1 | 15 | $803,906 | $50,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| Charlies Inc. Profit Sharing Plan | - | 15 | $803,906 | $50,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| 2013 | 1 | 15 | $1,119,691 | $40,000 | $2,667iApproximate average salary by contribution assumption: employee only about $66,667 at 4% or $44,444 at 6%; with 50% employer match about $44,444 at 4% or $29,630 at 6%; with 100% employer match about $33,333 at 4% or $22,222 at 6%. |
| Charlies Inc. Profit Sharing Plan | - | 15 | $1,119,691 | $40,000 | $2,667iApproximate average salary by contribution assumption: employee only about $66,667 at 4% or $44,444 at 6%; with 50% employer match about $44,444 at 4% or $29,630 at 6%; with 100% employer match about $33,333 at 4% or $22,222 at 6%. |
| 2012 | 1 | 15 | $1,002,349 | $30,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| Charlies Inc. Profit Sharing Plan | - | 15 | $1,002,349 | $30,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| 2011 | 1 | 18 | $995,553 | $30,000 | $1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%. |
| Charlies Inc. Profit Sharing Plan | - | 18 | $995,553 | $30,000 | $1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%. |
| 2010 | 1 | 17 | $941,653 | $30,000 | $1,765iApproximate average salary by contribution assumption: employee only about $44,118 at 4% or $29,412 at 6%; with 50% employer match about $29,412 at 4% or $19,608 at 6%; with 100% employer match about $22,059 at 4% or $14,706 at 6%. |
| Charlies Inc. Profit Sharing Plan | - | 17 | $941,653 | $30,000 | $1,765iApproximate average salary by contribution assumption: employee only about $44,118 at 4% or $29,412 at 6%; with 50% employer match about $29,412 at 4% or $19,608 at 6%; with 100% employer match about $22,059 at 4% or $14,706 at 6%. |
| 2009 | 1 | 17 | $803,960 | $33,000 | $1,941iApproximate average salary by contribution assumption: employee only about $48,529 at 4% or $32,353 at 6%; with 50% employer match about $32,353 at 4% or $21,569 at 6%; with 100% employer match about $24,265 at 4% or $16,176 at 6%. |
| Charlies Inc. Profit Sharing Plan | - | 17 | $803,960 | $33,000 | $1,941iApproximate average salary by contribution assumption: employee only about $48,529 at 4% or $32,353 at 6%; with 50% employer match about $32,353 at 4% or $21,569 at 6%; with 100% employer match about $24,265 at 4% or $16,176 at 6%. |
| 2008 | 1 | 17 | $604,469 | $33,000 | $1,941iApproximate average salary by contribution assumption: employee only about $48,529 at 4% or $32,353 at 6%; with 50% employer match about $32,353 at 4% or $21,569 at 6%; with 100% employer match about $24,265 at 4% or $16,176 at 6%. |
| Charlies Inc. Profit Sharing Plan | - | 17 | $604,469 | $33,000 | $1,941iApproximate average salary by contribution assumption: employee only about $48,529 at 4% or $32,353 at 6%; with 50% employer match about $32,353 at 4% or $21,569 at 6%; with 100% employer match about $24,265 at 4% or $16,176 at 6%. |
| 2007 | 1 | 16 | $0 | $0 | - |
| Charlies Inc. Profit Sharing Plan | - | 16 | - | - | - |
| 2006 | 1 | 15 | $760,921 | $36,000 | $2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%. |
| Charlies Inc. Profit Sharing Plan | - | 15 | $760,921 | $36,000 | $2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%. |
| 2005 | 1 | 15 | $643,229 | $35,000 | $2,333iApproximate average salary by contribution assumption: employee only about $58,333 at 4% or $38,889 at 6%; with 50% employer match about $38,889 at 4% or $25,926 at 6%; with 100% employer match about $29,167 at 4% or $19,444 at 6%. |
| Charlies Inc. Profit Sharing Plan | - | 15 | $643,229 | $35,000 | $2,333iApproximate average salary by contribution assumption: employee only about $58,333 at 4% or $38,889 at 6%; with 50% employer match about $38,889 at 4% or $25,926 at 6%; with 100% employer match about $29,167 at 4% or $19,444 at 6%. |
| 2004 | 1 | 15 | $576,609 | $35,000 | $2,333iApproximate average salary by contribution assumption: employee only about $58,333 at 4% or $38,889 at 6%; with 50% employer match about $38,889 at 4% or $25,926 at 6%; with 100% employer match about $29,167 at 4% or $19,444 at 6%. |
| Charlies Inc. Profit Sharing Plan | - | 15 | $576,609 | $35,000 | $2,333iApproximate average salary by contribution assumption: employee only about $58,333 at 4% or $38,889 at 6%; with 50% employer match about $38,889 at 4% or $25,926 at 6%; with 100% employer match about $29,167 at 4% or $19,444 at 6%. |
| 2003 | 1 | 15 | $526,578 | $37,000 | $2,467iApproximate average salary by contribution assumption: employee only about $61,667 at 4% or $41,111 at 6%; with 50% employer match about $41,111 at 4% or $27,407 at 6%; with 100% employer match about $30,833 at 4% or $20,556 at 6%. |
| Charlies Inc. Profit Sharing Plan | - | 15 | $526,578 | $37,000 | $2,467iApproximate average salary by contribution assumption: employee only about $61,667 at 4% or $41,111 at 6%; with 50% employer match about $41,111 at 4% or $27,407 at 6%; with 100% employer match about $30,833 at 4% or $20,556 at 6%. |
| 2002 | 1 | 16 | $432,937 | $35,000 | $2,188iApproximate average salary by contribution assumption: employee only about $54,688 at 4% or $36,458 at 6%; with 50% employer match about $36,458 at 4% or $24,306 at 6%; with 100% employer match about $27,344 at 4% or $18,229 at 6%. |
| Charlies Inc. Profit Sharing Plan | - | 16 | $432,937 | $35,000 | $2,188iApproximate average salary by contribution assumption: employee only about $54,688 at 4% or $36,458 at 6%; with 50% employer match about $36,458 at 4% or $24,306 at 6%; with 100% employer match about $27,344 at 4% or $18,229 at 6%. |
| 2001 | 1 | 16 | $422,765 | $33,138 | $2,071iApproximate average salary by contribution assumption: employee only about $51,778 at 4% or $34,519 at 6%; with 50% employer match about $34,519 at 4% or $23,013 at 6%; with 100% employer match about $25,889 at 4% or $17,259 at 6%. |
| Charlies Inc. Profit Sharing Plan | - | 16 | $422,765 | $33,138 | $2,071iApproximate average salary by contribution assumption: employee only about $51,778 at 4% or $34,519 at 6%; with 50% employer match about $34,519 at 4% or $23,013 at 6%; with 100% employer match about $25,889 at 4% or $17,259 at 6%. |
| 2000 | 1 | 14 | $380,124 | $38,000 | $2,714iApproximate average salary by contribution assumption: employee only about $67,857 at 4% or $45,238 at 6%; with 50% employer match about $45,238 at 4% or $30,159 at 6%; with 100% employer match about $33,929 at 4% or $22,619 at 6%. |
| Charlies Inc. Profit Sharing Plan | - | 14 | $380,124 | $38,000 | $2,714iApproximate average salary by contribution assumption: employee only about $67,857 at 4% or $45,238 at 6%; with 50% employer match about $45,238 at 4% or $30,159 at 6%; with 100% employer match about $33,929 at 4% or $22,619 at 6%. |
| 1999 | 2 | 12 | $799,184 | $75,544 | $6,295iApproximate average salary by contribution assumption: employee only about $157,383 at 4% or $104,922 at 6%; with 50% employer match about $104,922 at 4% or $69,948 at 6%; with 100% employer match about $78,692 at 4% or $52,461 at 6%. |
| Charlies Inc. Profit Sharing Plan | - | 12 | $399,592 | $37,772 | $3,148iApproximate average salary by contribution assumption: employee only about $78,692 at 4% or $52,461 at 6%; with 50% employer match about $52,461 at 4% or $34,974 at 6%; with 100% employer match about $39,346 at 4% or $26,231 at 6%. |
| Charlies Inc. Profit Sharing Plan | - | 12 | $399,592 | $37,772 | $3,148iApproximate average salary by contribution assumption: employee only about $78,692 at 4% or $52,461 at 6%; with 50% employer match about $52,461 at 4% or $34,974 at 6%; with 100% employer match about $39,346 at 4% or $26,231 at 6%. |