The Charles Group Inc.
Plan context: The Charles Group Inc. 401K Plan
EIN 22-3329868 • Fairfield, NJ • 19 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$1,885,890
2025 Contributions
$204,291
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $1,885,890 | $204,291 | $29,184iApproximate average salary by contribution assumption: employee only about $729,611 at 4% or $486,407 at 6%; with 50% employer match about $486,407 at 4% or $324,271 at 6%; with 100% employer match about $364,805 at 4% or $243,204 at 6%. |
| The Charles Group Inc. 401K Plan | - | 7 | $1,885,890 | $204,291 | $29,184iApproximate average salary by contribution assumption: employee only about $729,611 at 4% or $486,407 at 6%; with 50% employer match about $486,407 at 4% or $324,271 at 6%; with 100% employer match about $364,805 at 4% or $243,204 at 6%. |
| 2024 | 1 | 7 | $1,416,088 | $207,234 | $29,605iApproximate average salary by contribution assumption: employee only about $740,121 at 4% or $493,414 at 6%; with 50% employer match about $493,414 at 4% or $328,943 at 6%; with 100% employer match about $370,061 at 4% or $246,707 at 6%. |
| The Charles Group Inc. 401K Plan | - | 7 | $1,416,088 | $207,234 | $29,605iApproximate average salary by contribution assumption: employee only about $740,121 at 4% or $493,414 at 6%; with 50% employer match about $493,414 at 4% or $328,943 at 6%; with 100% employer match about $370,061 at 4% or $246,707 at 6%. |
| 2023 | 1 | 7 | $1,049,232 | $188,710 | $26,959iApproximate average salary by contribution assumption: employee only about $673,964 at 4% or $449,310 at 6%; with 50% employer match about $449,310 at 4% or $299,540 at 6%; with 100% employer match about $336,982 at 4% or $224,655 at 6%. |
| The Charles Group Inc. 401K Plan | - | 7 | $1,049,232 | $188,710 | $26,959iApproximate average salary by contribution assumption: employee only about $673,964 at 4% or $449,310 at 6%; with 50% employer match about $449,310 at 4% or $299,540 at 6%; with 100% employer match about $336,982 at 4% or $224,655 at 6%. |
| 2022 | 1 | 6 | $680,113 | $167,087 | $27,848iApproximate average salary by contribution assumption: employee only about $696,196 at 4% or $464,131 at 6%; with 50% employer match about $464,131 at 4% or $309,420 at 6%; with 100% employer match about $348,098 at 4% or $232,065 at 6%. |
| The Charles Group Inc. 401K Plan | - | 6 | $680,113 | $167,087 | $27,848iApproximate average salary by contribution assumption: employee only about $696,196 at 4% or $464,131 at 6%; with 50% employer match about $464,131 at 4% or $309,420 at 6%; with 100% employer match about $348,098 at 4% or $232,065 at 6%. |
| 2021 | 1 | 4 | $694,240 | $15,707 | $3,927iApproximate average salary by contribution assumption: employee only about $98,169 at 4% or $65,446 at 6%; with 50% employer match about $65,446 at 4% or $43,631 at 6%; with 100% employer match about $49,084 at 4% or $32,723 at 6%. |
| The Charles Group Inc. 401K Plan | - | 4 | $694,240 | $15,707 | $3,927iApproximate average salary by contribution assumption: employee only about $98,169 at 4% or $65,446 at 6%; with 50% employer match about $65,446 at 4% or $43,631 at 6%; with 100% employer match about $49,084 at 4% or $32,723 at 6%. |
| 2020 | 1 | 5 | $766,921 | $29,586 | $5,917iApproximate average salary by contribution assumption: employee only about $147,930 at 4% or $98,620 at 6%; with 50% employer match about $98,620 at 4% or $65,747 at 6%; with 100% employer match about $73,965 at 4% or $49,310 at 6%. |
| The Charles Group Inc. 401K Plan | - | 5 | $766,921 | $29,586 | $5,917iApproximate average salary by contribution assumption: employee only about $147,930 at 4% or $98,620 at 6%; with 50% employer match about $98,620 at 4% or $65,747 at 6%; with 100% employer match about $73,965 at 4% or $49,310 at 6%. |
| 2019 | 1 | 5 | $698,787 | $94,984 | $18,997iApproximate average salary by contribution assumption: employee only about $474,920 at 4% or $316,613 at 6%; with 50% employer match about $316,613 at 4% or $211,076 at 6%; with 100% employer match about $237,460 at 4% or $158,307 at 6%. |
| The Charles Group Inc. 401K Plan | - | 5 | $698,787 | $94,984 | $18,997iApproximate average salary by contribution assumption: employee only about $474,920 at 4% or $316,613 at 6%; with 50% employer match about $316,613 at 4% or $211,076 at 6%; with 100% employer match about $237,460 at 4% or $158,307 at 6%. |
| 2018 | 1 | 5 | $915,708 | $93,539 | $18,708iApproximate average salary by contribution assumption: employee only about $467,695 at 4% or $311,797 at 6%; with 50% employer match about $311,797 at 4% or $207,864 at 6%; with 100% employer match about $233,848 at 4% or $155,898 at 6%. |
| The Charles Group Inc. 401K Plan | - | 5 | $915,708 | $93,539 | $18,708iApproximate average salary by contribution assumption: employee only about $467,695 at 4% or $311,797 at 6%; with 50% employer match about $311,797 at 4% or $207,864 at 6%; with 100% employer match about $233,848 at 4% or $155,898 at 6%. |
| 2017 | 1 | 5 | $854,394 | $93,559 | $18,712iApproximate average salary by contribution assumption: employee only about $467,795 at 4% or $311,863 at 6%; with 50% employer match about $311,863 at 4% or $207,909 at 6%; with 100% employer match about $233,898 at 4% or $155,932 at 6%. |
| The Charles Group Inc. 401K Plan | - | 5 | $854,394 | $93,559 | $18,712iApproximate average salary by contribution assumption: employee only about $467,795 at 4% or $311,863 at 6%; with 50% employer match about $311,863 at 4% or $207,909 at 6%; with 100% employer match about $233,898 at 4% or $155,932 at 6%. |
| 2016 | 1 | 7 | $701,062 | $111,735 | $15,962iApproximate average salary by contribution assumption: employee only about $399,054 at 4% or $266,036 at 6%; with 50% employer match about $266,036 at 4% or $177,357 at 6%; with 100% employer match about $199,527 at 4% or $133,018 at 6%. |
| The Charles Group Inc. 401K Plan | - | 7 | $701,062 | $111,735 | $15,962iApproximate average salary by contribution assumption: employee only about $399,054 at 4% or $266,036 at 6%; with 50% employer match about $266,036 at 4% or $177,357 at 6%; with 100% employer match about $199,527 at 4% or $133,018 at 6%. |
| 2015 | 1 | 10 | $602,107 | $113,260 | $11,326iApproximate average salary by contribution assumption: employee only about $283,150 at 4% or $188,767 at 6%; with 50% employer match about $188,767 at 4% or $125,844 at 6%; with 100% employer match about $141,575 at 4% or $94,383 at 6%. |
| The Charles Group Inc. 401K Plan | - | 10 | $602,107 | $113,260 | $11,326iApproximate average salary by contribution assumption: employee only about $283,150 at 4% or $188,767 at 6%; with 50% employer match about $188,767 at 4% or $125,844 at 6%; with 100% employer match about $141,575 at 4% or $94,383 at 6%. |
| 2014 | 1 | 8 | $792,120 | $107,832 | $13,479iApproximate average salary by contribution assumption: employee only about $336,975 at 4% or $224,650 at 6%; with 50% employer match about $224,650 at 4% or $149,767 at 6%; with 100% employer match about $168,488 at 4% or $112,325 at 6%. |
| The Charles Group Inc. 401K Plan | - | 8 | $792,120 | $107,832 | $13,479iApproximate average salary by contribution assumption: employee only about $336,975 at 4% or $224,650 at 6%; with 50% employer match about $224,650 at 4% or $149,767 at 6%; with 100% employer match about $168,488 at 4% or $112,325 at 6%. |
| 2013 | 1 | 9 | $750,003 | $103,382 | $11,487iApproximate average salary by contribution assumption: employee only about $287,172 at 4% or $191,448 at 6%; with 50% employer match about $191,448 at 4% or $127,632 at 6%; with 100% employer match about $143,586 at 4% or $95,724 at 6%. |
| The Charles Group Inc. 401K Plan | - | 9 | $750,003 | $103,382 | $11,487iApproximate average salary by contribution assumption: employee only about $287,172 at 4% or $191,448 at 6%; with 50% employer match about $191,448 at 4% or $127,632 at 6%; with 100% employer match about $143,586 at 4% or $95,724 at 6%. |
| 2012 | 1 | 10 | $615,948 | $106,638 | $10,664iApproximate average salary by contribution assumption: employee only about $266,595 at 4% or $177,730 at 6%; with 50% employer match about $177,730 at 4% or $118,487 at 6%; with 100% employer match about $133,298 at 4% or $88,865 at 6%. |
| The Charles Group Inc. 401K Plan | - | 10 | $615,948 | $106,638 | $10,664iApproximate average salary by contribution assumption: employee only about $266,595 at 4% or $177,730 at 6%; with 50% employer match about $177,730 at 4% or $118,487 at 6%; with 100% employer match about $133,298 at 4% or $88,865 at 6%. |
| 2011 | 1 | 12 | $475,901 | $98,876 | $8,240iApproximate average salary by contribution assumption: employee only about $205,992 at 4% or $137,328 at 6%; with 50% employer match about $137,328 at 4% or $91,552 at 6%; with 100% employer match about $102,996 at 4% or $68,664 at 6%. |
| The Charles Group Inc. 401K Plan | - | 12 | $475,901 | $98,876 | $8,240iApproximate average salary by contribution assumption: employee only about $205,992 at 4% or $137,328 at 6%; with 50% employer match about $137,328 at 4% or $91,552 at 6%; with 100% employer match about $102,996 at 4% or $68,664 at 6%. |
| 2010 | 1 | 12 | $381,763 | $94,560 | $7,880iApproximate average salary by contribution assumption: employee only about $197,000 at 4% or $131,333 at 6%; with 50% employer match about $131,333 at 4% or $87,556 at 6%; with 100% employer match about $98,500 at 4% or $65,667 at 6%. |
| The Charles Group Inc. 401K Plan | - | 12 | $381,763 | $94,560 | $7,880iApproximate average salary by contribution assumption: employee only about $197,000 at 4% or $131,333 at 6%; with 50% employer match about $131,333 at 4% or $87,556 at 6%; with 100% employer match about $98,500 at 4% or $65,667 at 6%. |
| 2009 | 1 | 10 | $257,529 | $91,236 | $9,124iApproximate average salary by contribution assumption: employee only about $228,090 at 4% or $152,060 at 6%; with 50% employer match about $152,060 at 4% or $101,373 at 6%; with 100% employer match about $114,045 at 4% or $76,030 at 6%. |
| The Charles Group Inc. 401K Plan | - | 10 | $257,529 | $91,236 | $9,124iApproximate average salary by contribution assumption: employee only about $228,090 at 4% or $152,060 at 6%; with 50% employer match about $152,060 at 4% or $101,373 at 6%; with 100% employer match about $114,045 at 4% or $76,030 at 6%. |
| 2008 | 1 | 11 | $126,904 | $86,260 | $7,842iApproximate average salary by contribution assumption: employee only about $196,045 at 4% or $130,697 at 6%; with 50% employer match about $130,697 at 4% or $87,131 at 6%; with 100% employer match about $98,023 at 4% or $65,348 at 6%. |
| The Charles Group Inc. 401K Plan | - | 11 | $126,904 | $86,260 | $7,842iApproximate average salary by contribution assumption: employee only about $196,045 at 4% or $130,697 at 6%; with 50% employer match about $130,697 at 4% or $87,131 at 6%; with 100% employer match about $98,023 at 4% or $65,348 at 6%. |
| 2007 | 1 | 10 | $76,509 | $76,092 | $7,609iApproximate average salary by contribution assumption: employee only about $190,230 at 4% or $126,820 at 6%; with 50% employer match about $126,820 at 4% or $84,547 at 6%; with 100% employer match about $95,115 at 4% or $63,410 at 6%. |
| The Charles Group Inc. 401K Plan | - | 10 | $76,509 | $76,092 | $7,609iApproximate average salary by contribution assumption: employee only about $190,230 at 4% or $126,820 at 6%; with 50% employer match about $126,820 at 4% or $84,547 at 6%; with 100% employer match about $95,115 at 4% or $63,410 at 6%. |