Charles Tool & Supply, Inc.
Plan context: Charles Tool & Supply Inc. Employee Stock Ownership Plan
EIN 25-1146536 • Shippenville, PA • 47 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$1,665,344
2024 Contributions
$176,196
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 | 2 | 8 | $1,665,344 | $176,196 | $22,025iApproximate average salary by contribution assumption: employee only about $550,613 at 4% or $367,075 at 6%; with 50% employer match about $367,075 at 4% or $244,717 at 6%; with 100% employer match about $275,306 at 4% or $183,538 at 6%. |
| Charles Tool & Supply Inc. Employee Stock Ownership Plan | - | 8 | $1,421,788 | $154,758 | $19,345iApproximate average salary by contribution assumption: employee only about $483,619 at 4% or $322,413 at 6%; with 50% employer match about $322,413 at 4% or $214,942 at 6%; with 100% employer match about $241,809 at 4% or $161,206 at 6%. |
| CHARLES TOOL & SUPPLY, INC. 401(K) PROFIT SHARING PLAN | - | 7 | $243,556 | $21,438 | $3,063iApproximate average salary by contribution assumption: employee only about $76,564 at 4% or $51,043 at 6%; with 50% employer match about $51,043 at 4% or $34,029 at 6%; with 100% employer match about $38,282 at 4% or $25,521 at 6%. |
| 2023 | 2 | 9 | $1,807,718 | $158,004 | $17,556iApproximate average salary by contribution assumption: employee only about $438,900 at 4% or $292,600 at 6%; with 50% employer match about $292,600 at 4% or $195,067 at 6%; with 100% employer match about $219,450 at 4% or $146,300 at 6%. |
| Charles Tool & Supply Inc. Employee Stock Ownership Plan | - | 9 | $1,562,511 | $131,694 | $14,633iApproximate average salary by contribution assumption: employee only about $365,817 at 4% or $243,878 at 6%; with 50% employer match about $243,878 at 4% or $162,585 at 6%; with 100% employer match about $182,908 at 4% or $121,939 at 6%. |
| CHARLES TOOL & SUPPLY, INC. 401(K) PROFIT SHARING PLAN | - | 9 | $245,207 | $26,310 | $2,923iApproximate average salary by contribution assumption: employee only about $73,083 at 4% or $48,722 at 6%; with 50% employer match about $48,722 at 4% or $32,481 at 6%; with 100% employer match about $36,542 at 4% or $24,361 at 6%. |
| 2022 | 2 | 12 | $2,051,216 | $26,512 | $2,209iApproximate average salary by contribution assumption: employee only about $55,233 at 4% or $36,822 at 6%; with 50% employer match about $36,822 at 4% or $24,548 at 6%; with 100% employer match about $27,617 at 4% or $18,411 at 6%. |
| Charles Tool & Supply Inc. Employee Stock Ownership Plan | - | 10 | $1,836,188 | - | - |
| CHARLES TOOL & SUPPLY, INC. 401(K) PROFIT SHARING PLAN | - | 12 | $215,028 | $26,512 | $2,209iApproximate average salary by contribution assumption: employee only about $55,233 at 4% or $36,822 at 6%; with 50% employer match about $36,822 at 4% or $24,548 at 6%; with 100% employer match about $27,617 at 4% or $18,411 at 6%. |
| 2021 | 2 | 12 | $2,169,187 | $26,250 | $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%. |
| Charles Tool & Supply Inc. Employee Stock Ownership Plan | - | 9 | $1,927,743 | - | - |
| CHARLES TOOL & SUPPLY, INC. 401(K) PROFIT SHARING PLAN | - | 12 | $241,444 | $26,250 | $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%. |
| 2020 | 2 | 15 | $1,821,378 | $30,135 | $2,009iApproximate average salary by contribution assumption: employee only about $50,225 at 4% or $33,483 at 6%; with 50% employer match about $33,483 at 4% or $22,322 at 6%; with 100% employer match about $25,113 at 4% or $16,742 at 6%. |
| Charles Tool & Supply Inc. Employee Stock Ownership Plan | - | 10 | $1,606,181 | - | - |
| CHARLES TOOL & SUPPLY, INC. 401(K) PROFIT SHARING PLAN | - | 15 | $215,197 | $30,135 | $2,009iApproximate average salary by contribution assumption: employee only about $50,225 at 4% or $33,483 at 6%; with 50% employer match about $33,483 at 4% or $22,322 at 6%; with 100% employer match about $25,113 at 4% or $16,742 at 6%. |
| 2019 | 2 | 15 | $1,877,597 | $42,218 | $2,815iApproximate average salary by contribution assumption: employee only about $70,363 at 4% or $46,909 at 6%; with 50% employer match about $46,909 at 4% or $31,273 at 6%; with 100% employer match about $35,182 at 4% or $23,454 at 6%. |
| Charles Tool & Supply Inc. Employee Stock Ownership Plan | - | 15 | $1,720,593 | $12,632 | $842iApproximate average salary by contribution assumption: employee only about $21,053 at 4% or $14,036 at 6%; with 50% employer match about $14,036 at 4% or $9,357 at 6%; with 100% employer match about $10,527 at 4% or $7,018 at 6%. |
| CHARLES TOOL & SUPPLY, INC. 401(K) PROFIT SHARING PLAN | - | 15 | $157,004 | $29,586 | $1,972iApproximate average salary by contribution assumption: employee only about $49,310 at 4% or $32,873 at 6%; with 50% employer match about $32,873 at 4% or $21,916 at 6%; with 100% employer match about $24,655 at 4% or $16,437 at 6%. |
| 2018 | 2 | 13 | $1,927,868 | $27,970 | $2,152iApproximate average salary by contribution assumption: employee only about $53,788 at 4% or $35,859 at 6%; with 50% employer match about $35,859 at 4% or $23,906 at 6%; with 100% employer match about $26,894 at 4% or $17,929 at 6%. |
| Charles Tool & Supply Inc. Employee Stock Ownership Plan | - | 13 | $1,821,716 | - | - |
| CHARLES TOOL & SUPPLY, INC. 401(K) PROFIT SHARING PLAN | - | 13 | $106,152 | $27,970 | $2,152iApproximate average salary by contribution assumption: employee only about $53,788 at 4% or $35,859 at 6%; with 50% employer match about $35,859 at 4% or $23,906 at 6%; with 100% employer match about $26,894 at 4% or $17,929 at 6%. |
| 2017 | 2 | 14 | $1,894,023 | $44,820 | $3,201iApproximate average salary by contribution assumption: employee only about $80,036 at 4% or $53,357 at 6%; with 50% employer match about $53,357 at 4% or $35,571 at 6%; with 100% employer match about $40,018 at 4% or $26,679 at 6%. |
| Charles Tool & Supply Inc. Employee Stock Ownership Plan | - | 11 | $1,792,702 | $20,540 | $1,867iApproximate average salary by contribution assumption: employee only about $46,682 at 4% or $31,121 at 6%; with 50% employer match about $31,121 at 4% or $20,747 at 6%; with 100% employer match about $23,341 at 4% or $15,561 at 6%. |
| CHARLES TOOL & SUPPLY, INC. 401(K) PROFIT SHARING PLAN | - | 14 | $101,321 | $24,280 | $1,734iApproximate average salary by contribution assumption: employee only about $43,357 at 4% or $28,905 at 6%; with 50% employer match about $28,905 at 4% or $19,270 at 6%; with 100% employer match about $21,679 at 4% or $14,452 at 6%. |
| 2016 | 2 | 14 | $1,866,675 | $44,977 | $3,213iApproximate average salary by contribution assumption: employee only about $80,316 at 4% or $53,544 at 6%; with 50% employer match about $53,544 at 4% or $35,696 at 6%; with 100% employer match about $40,158 at 4% or $26,772 at 6%. |
| Charles Tool & Supply Inc. Employee Stock Ownership Plan | - | 11 | $1,779,355 | $14,515 | $1,320iApproximate average salary by contribution assumption: employee only about $32,989 at 4% or $21,992 at 6%; with 50% employer match about $21,992 at 4% or $14,662 at 6%; with 100% employer match about $16,494 at 4% or $10,996 at 6%. |
| CHARLES TOOL & SUPPLY, INC. 401(K) PROFIT SHARING PLAN | - | 14 | $87,320 | $30,462 | $2,176iApproximate average salary by contribution assumption: employee only about $54,396 at 4% or $36,264 at 6%; with 50% employer match about $36,264 at 4% or $24,176 at 6%; with 100% employer match about $27,198 at 4% or $18,132 at 6%. |
| 2015 | 2 | 15 | $1,997,558 | $77,291 | $5,153iApproximate average salary by contribution assumption: employee only about $128,818 at 4% or $85,879 at 6%; with 50% employer match about $85,879 at 4% or $57,253 at 6%; with 100% employer match about $64,409 at 4% or $42,939 at 6%. |
| Charles Tool & Supply Inc. Employee Stock Ownership Plan | - | 15 | $1,933,789 | $15,667 | $1,044iApproximate average salary by contribution assumption: employee only about $26,112 at 4% or $17,408 at 6%; with 50% employer match about $17,408 at 4% or $11,605 at 6%; with 100% employer match about $13,056 at 4% or $8,704 at 6%. |
| CHARLES TOOL & SUPPLY, INC. 401(K) PROFIT SHARING PLAN | - | 15 | $63,769 | $61,624 | $4,108iApproximate average salary by contribution assumption: employee only about $102,707 at 4% or $68,471 at 6%; with 50% employer match about $68,471 at 4% or $45,647 at 6%; with 100% employer match about $51,353 at 4% or $34,236 at 6%. |
| 2014 | 1 | 16 | $1,768,063 | $203,517 | $12,720iApproximate average salary by contribution assumption: employee only about $317,995 at 4% or $211,997 at 6%; with 50% employer match about $211,997 at 4% or $141,331 at 6%; with 100% employer match about $158,998 at 4% or $105,998 at 6%. |
| Charles Tool & Supply Inc. Employee Stock Ownership Plan | - | 16 | $1,768,063 | $203,517 | $12,720iApproximate average salary by contribution assumption: employee only about $317,995 at 4% or $211,997 at 6%; with 50% employer match about $211,997 at 4% or $141,331 at 6%; with 100% employer match about $158,998 at 4% or $105,998 at 6%. |
| 2013 | 1 | 17 | $1,698,814 | $186,253 | $10,956iApproximate average salary by contribution assumption: employee only about $273,901 at 4% or $182,601 at 6%; with 50% employer match about $182,601 at 4% or $121,734 at 6%; with 100% employer match about $136,951 at 4% or $91,300 at 6%. |
| Charles Tool & Supply Inc. Employee Stock Ownership Plan | - | 17 | $1,698,814 | $186,253 | $10,956iApproximate average salary by contribution assumption: employee only about $273,901 at 4% or $182,601 at 6%; with 50% employer match about $182,601 at 4% or $121,734 at 6%; with 100% employer match about $136,951 at 4% or $91,300 at 6%. |
| 2012 | 2 | 17 | $1,420,477 | $175,892 | $10,347iApproximate average salary by contribution assumption: employee only about $258,665 at 4% or $172,443 at 6%; with 50% employer match about $172,443 at 4% or $114,962 at 6%; with 100% employer match about $129,332 at 4% or $86,222 at 6%. |
| Charles Tool & Supply Inc. Employee Stock Ownership Plan | - | 17 | $1,420,477 | $105,535 | $6,208iApproximate average salary by contribution assumption: employee only about $155,199 at 4% or $103,466 at 6%; with 50% employer match about $103,466 at 4% or $68,977 at 6%; with 100% employer match about $77,599 at 4% or $51,733 at 6%. |
| Charles Tool & Supply Inc. Money Purchase Pension Plan | - | 0 | - | $70,357 | - |
| 2011 | 2 | 16 | $1,301,318 | $167,127 | $10,445iApproximate average salary by contribution assumption: employee only about $261,136 at 4% or $174,091 at 6%; with 50% employer match about $174,091 at 4% or $116,060 at 6%; with 100% employer match about $130,568 at 4% or $87,045 at 6%. |
| Charles Tool & Supply Inc. Employee Stock Ownership Plan | - | 16 | $901,526 | $96,126 | $6,008iApproximate average salary by contribution assumption: employee only about $150,197 at 4% or $100,131 at 6%; with 50% employer match about $100,131 at 4% or $66,754 at 6%; with 100% employer match about $75,098 at 4% or $50,066 at 6%. |
| Charles Tool & Supply Inc. Money Purchase Pension Plan | - | 16 | $399,792 | $71,001 | $4,438iApproximate average salary by contribution assumption: employee only about $110,939 at 4% or $73,959 at 6%; with 50% employer match about $73,959 at 4% or $49,306 at 6%; with 100% employer match about $55,470 at 4% or $36,980 at 6%. |
| 2010 | 2 | 16 | $1,030,459 | $150,968 | $9,436iApproximate average salary by contribution assumption: employee only about $235,888 at 4% or $157,258 at 6%; with 50% employer match about $157,258 at 4% or $104,839 at 6%; with 100% employer match about $117,944 at 4% or $78,629 at 6%. |
| Charles Tool & Supply Inc. Employee Stock Ownership Plan | - | 16 | $745,402 | $90,581 | $5,661iApproximate average salary by contribution assumption: employee only about $141,533 at 4% or $94,355 at 6%; with 50% employer match about $94,355 at 4% or $62,903 at 6%; with 100% employer match about $70,766 at 4% or $47,178 at 6%. |
| Charles Tool & Supply Inc. Money Purchase Pension Plan | - | 16 | $285,057 | $60,387 | $3,774iApproximate average salary by contribution assumption: employee only about $94,355 at 4% or $62,903 at 6%; with 50% employer match about $62,903 at 4% or $41,935 at 6%; with 100% employer match about $47,177 at 4% or $31,452 at 6%. |
| 2009 | 2 | 15 | $1,153,147 | $130,354 | $8,690iApproximate average salary by contribution assumption: employee only about $217,257 at 4% or $144,838 at 6%; with 50% employer match about $144,838 at 4% or $96,559 at 6%; with 100% employer match about $108,628 at 4% or $72,419 at 6%. |
| Charles Tool & Supply Inc. Employee Stock Ownership Plan | - | 15 | $851,041 | $78,212 | $5,214iApproximate average salary by contribution assumption: employee only about $130,353 at 4% or $86,902 at 6%; with 50% employer match about $86,902 at 4% or $57,935 at 6%; with 100% employer match about $65,177 at 4% or $43,451 at 6%. |
| Charles Tool & Supply Inc. Money Purchase Pension Plan | - | 15 | $302,106 | $52,142 | $3,476iApproximate average salary by contribution assumption: employee only about $86,903 at 4% or $57,936 at 6%; with 50% employer match about $57,936 at 4% or $38,624 at 6%; with 100% employer match about $43,452 at 4% or $28,968 at 6%. |
| 2008 | 2 | 15 | $1,108,887 | $129,975 | $8,665iApproximate average salary by contribution assumption: employee only about $216,625 at 4% or $144,417 at 6%; with 50% employer match about $144,417 at 4% or $96,278 at 6%; with 100% employer match about $108,313 at 4% or $72,208 at 6%. |
| Charles Tool & Supply Inc. Employee Stock Ownership Plan | - | 15 | $832,242 | $77,985 | $5,199iApproximate average salary by contribution assumption: employee only about $129,975 at 4% or $86,650 at 6%; with 50% employer match about $86,650 at 4% or $57,767 at 6%; with 100% employer match about $64,988 at 4% or $43,325 at 6%. |
| Charles Tool & Supply Inc. Money Purchase Pension Plan | - | 15 | $276,645 | $51,990 | $3,466iApproximate average salary by contribution assumption: employee only about $86,650 at 4% or $57,767 at 6%; with 50% employer match about $57,767 at 4% or $38,511 at 6%; with 100% employer match about $43,325 at 4% or $28,883 at 6%. |
| 2007 | 2 | 14 | $391,078 | $48,358 | $3,454iApproximate average salary by contribution assumption: employee only about $86,354 at 4% or $57,569 at 6%; with 50% employer match about $57,569 at 4% or $38,379 at 6%; with 100% employer match about $43,177 at 4% or $28,785 at 6%. |
| Charles Tool & Supply Inc. Money Purchase Pension Plan | - | 14 | $391,078 | $48,358 | $3,454iApproximate average salary by contribution assumption: employee only about $86,354 at 4% or $57,569 at 6%; with 50% employer match about $57,569 at 4% or $38,379 at 6%; with 100% employer match about $43,177 at 4% or $28,785 at 6%. |
| Charles Tool & Supply Inc. Employee Stock Ownership Plan | - | 14 | - | - | - |
| 2006 | 2 | 14 | $1,704,673 | $107,664 | $7,690iApproximate average salary by contribution assumption: employee only about $192,257 at 4% or $128,171 at 6%; with 50% employer match about $128,171 at 4% or $85,448 at 6%; with 100% employer match about $96,129 at 4% or $64,086 at 6%. |
| Charles Tool & Supply Inc. Employee Stock Ownership Plan | - | 14 | $1,353,680 | $64,598 | $4,614iApproximate average salary by contribution assumption: employee only about $115,354 at 4% or $76,902 at 6%; with 50% employer match about $76,902 at 4% or $51,268 at 6%; with 100% employer match about $57,677 at 4% or $38,451 at 6%. |
| Charles Tool & Supply Inc. Money Purchase Pension Plan | - | 14 | $350,993 | $43,066 | $3,076iApproximate average salary by contribution assumption: employee only about $76,904 at 4% or $51,269 at 6%; with 50% employer match about $51,269 at 4% or $34,179 at 6%; with 100% employer match about $38,452 at 4% or $25,635 at 6%. |
| 2005 | 2 | 15 | $1,618,866 | $37,404 | $2,494iApproximate average salary by contribution assumption: employee only about $62,340 at 4% or $41,560 at 6%; with 50% employer match about $41,560 at 4% or $27,707 at 6%; with 100% employer match about $31,170 at 4% or $20,780 at 6%. |
| Charles Tool & Supply Inc. Employee Stock Ownership Plan | - | 15 | $1,310,151 | - | - |
| Charles Tool & Supply Inc. Money Purchase Pension Plan | - | 15 | $308,715 | $37,404 | $2,494iApproximate average salary by contribution assumption: employee only about $62,340 at 4% or $41,560 at 6%; with 50% employer match about $41,560 at 4% or $27,707 at 6%; with 100% employer match about $31,170 at 4% or $20,780 at 6%. |
| 2004 | 2 | 13 | $1,580,562 | $37,005 | $2,847iApproximate average salary by contribution assumption: employee only about $71,163 at 4% or $47,442 at 6%; with 50% employer match about $47,442 at 4% or $31,628 at 6%; with 100% employer match about $35,582 at 4% or $23,721 at 6%. |
| Charles Tool & Supply Inc. Employee Stock Ownership Plan | - | 13 | $1,315,643 | $2,500 | $192iApproximate average salary by contribution assumption: employee only about $4,808 at 4% or $3,205 at 6%; with 50% employer match about $3,205 at 4% or $2,137 at 6%; with 100% employer match about $2,404 at 4% or $1,603 at 6%. |
| Charles Tool & Supply Inc. Money Purchase Pension Plan | - | 13 | $264,919 | $34,505 | $2,654iApproximate average salary by contribution assumption: employee only about $66,356 at 4% or $44,237 at 6%; with 50% employer match about $44,237 at 4% or $29,491 at 6%; with 100% employer match about $33,178 at 4% or $22,119 at 6%. |
| 2003 | 2 | 16 | $1,600,371 | $79,025 | $4,939iApproximate average salary by contribution assumption: employee only about $123,477 at 4% or $82,318 at 6%; with 50% employer match about $82,318 at 4% or $54,878 at 6%; with 100% employer match about $61,738 at 4% or $41,159 at 6%. |
| Charles Tool & Supply Inc. Employee Stock Ownership Plan | - | 16 | $1,361,112 | $47,415 | $2,963iApproximate average salary by contribution assumption: employee only about $74,086 at 4% or $49,391 at 6%; with 50% employer match about $49,391 at 4% or $32,927 at 6%; with 100% employer match about $37,043 at 4% or $24,695 at 6%. |
| Charles Tool & Supply Inc. Money Purchase Pension Plan | - | 16 | $239,259 | $31,610 | $1,976iApproximate average salary by contribution assumption: employee only about $49,391 at 4% or $32,927 at 6%; with 50% employer match about $32,927 at 4% or $21,951 at 6%; with 100% employer match about $24,695 at 4% or $16,464 at 6%. |
| 2002 | 2 | 15 | $1,786,942 | $66,310 | $4,421iApproximate average salary by contribution assumption: employee only about $110,517 at 4% or $73,678 at 6%; with 50% employer match about $73,678 at 4% or $49,119 at 6%; with 100% employer match about $55,258 at 4% or $36,839 at 6%. |
| Charles Tool & Supply Inc. Employee Stock Ownership Plan | - | 15 | $1,545,289 | $39,786 | $2,652iApproximate average salary by contribution assumption: employee only about $66,310 at 4% or $44,207 at 6%; with 50% employer match about $44,207 at 4% or $29,471 at 6%; with 100% employer match about $33,155 at 4% or $22,103 at 6%. |
| Charles Tool & Supply Inc. Money Purchase Pension Plan | - | 15 | $241,653 | $26,524 | $1,768iApproximate average salary by contribution assumption: employee only about $44,207 at 4% or $29,471 at 6%; with 50% employer match about $29,471 at 4% or $19,647 at 6%; with 100% employer match about $22,103 at 4% or $14,736 at 6%. |
| 2000 | 2 | 13 | $1,878,381 | $27,916 | $2,147iApproximate average salary by contribution assumption: employee only about $53,685 at 4% or $35,790 at 6%; with 50% employer match about $35,790 at 4% or $23,860 at 6%; with 100% employer match about $26,842 at 4% or $17,895 at 6%. |
| Charles Tool & Supply Inc. Employee Stock Ownership Plan | - | 13 | $1,648,833 | - | - |
| Charles Tool & Supply Inc. Money Purchase Pension Plan | - | 13 | $229,548 | $27,916 | $2,147iApproximate average salary by contribution assumption: employee only about $53,685 at 4% or $35,790 at 6%; with 50% employer match about $35,790 at 4% or $23,860 at 6%; with 100% employer match about $26,842 at 4% or $17,895 at 6%. |
| 1999 | 1 | 12 | $278,740 | $0 | - |
| Charles Tool & Supply Inc. Employee Stock Ownership Plan | - | 12 | $278,740 | - | - |