Civic Intelligence

Charter Solutions

Plan context: Charter Solutions Retirement Plan

EIN 26-0351853 • Sandy, UT • 9 filings • 2 plans

2355 Kara Lee WaySandy, UT 84092
Current Snapshot

Latest Year

2019

2019 Participants

34

2019 Assets

$716,379

2019 Contributions

$90,695

Historical Graphs

Total Assets Over Time

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

$716,379$358,190$0201020152018YearValue
$716,379Latest year 2018

Participants Over Time

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

34170201020152018YearValue
34Latest year 2018

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
201910$0$90,695-
Charter Solutions Retirement Plan-0$0$90,695-
2018134$716,379$130,441$3,837iApproximate average salary by contribution assumption: employee only about $95,913 at 4% or $63,942 at 6%; with 50% employer match about $63,942 at 4% or $42,628 at 6%; with 100% employer match about $47,956 at 4% or $31,971 at 6%.
Charter Solutions Retirement Plan-34$716,379$130,441$3,837iApproximate average salary by contribution assumption: employee only about $95,913 at 4% or $63,942 at 6%; with 50% employer match about $63,942 at 4% or $42,628 at 6%; with 100% employer match about $47,956 at 4% or $31,971 at 6%.
2017129$654,736$113,502$3,914iApproximate average salary by contribution assumption: employee only about $97,847 at 4% or $65,231 at 6%; with 50% employer match about $65,231 at 4% or $43,487 at 6%; with 100% employer match about $48,923 at 4% or $32,616 at 6%.
Charter Solutions Retirement Plan-29$654,736$113,502$3,914iApproximate average salary by contribution assumption: employee only about $97,847 at 4% or $65,231 at 6%; with 50% employer match about $65,231 at 4% or $43,487 at 6%; with 100% employer match about $48,923 at 4% or $32,616 at 6%.
2016130$541,634$118,041$3,935iApproximate average salary by contribution assumption: employee only about $98,368 at 4% or $65,578 at 6%; with 50% employer match about $65,578 at 4% or $43,719 at 6%; with 100% employer match about $49,184 at 4% or $32,789 at 6%.
Charter Solutions Retirement Plan-30$541,634$118,041$3,935iApproximate average salary by contribution assumption: employee only about $98,368 at 4% or $65,578 at 6%; with 50% employer match about $65,578 at 4% or $43,719 at 6%; with 100% employer match about $49,184 at 4% or $32,789 at 6%.
2015123$387,873$81,974$3,564iApproximate average salary by contribution assumption: employee only about $89,102 at 4% or $59,401 at 6%; with 50% employer match about $59,401 at 4% or $39,601 at 6%; with 100% employer match about $44,551 at 4% or $29,701 at 6%.
Charter Solutions Retirement Plan-23$387,873$81,974$3,564iApproximate average salary by contribution assumption: employee only about $89,102 at 4% or $59,401 at 6%; with 50% employer match about $59,401 at 4% or $39,601 at 6%; with 100% employer match about $44,551 at 4% or $29,701 at 6%.
2014117$320,542$124,530$7,325iApproximate average salary by contribution assumption: employee only about $183,132 at 4% or $122,088 at 6%; with 50% employer match about $122,088 at 4% or $81,392 at 6%; with 100% employer match about $91,566 at 4% or $61,044 at 6%.
Charter Solutions Retirement Plan-17$320,542$124,530$7,325iApproximate average salary by contribution assumption: employee only about $183,132 at 4% or $122,088 at 6%; with 50% employer match about $122,088 at 4% or $81,392 at 6%; with 100% employer match about $91,566 at 4% or $61,044 at 6%.
2013117$183,408$65,091$3,829iApproximate average salary by contribution assumption: employee only about $95,722 at 4% or $63,815 at 6%; with 50% employer match about $63,815 at 4% or $42,543 at 6%; with 100% employer match about $47,861 at 4% or $31,907 at 6%.
Charter Solutions Retirement Plan-17$183,408$65,091$3,829iApproximate average salary by contribution assumption: employee only about $95,722 at 4% or $63,815 at 6%; with 50% employer match about $63,815 at 4% or $42,543 at 6%; with 100% employer match about $47,861 at 4% or $31,907 at 6%.
2012114$143,334$66,529$4,752iApproximate average salary by contribution assumption: employee only about $118,802 at 4% or $79,201 at 6%; with 50% employer match about $79,201 at 4% or $52,801 at 6%; with 100% employer match about $59,401 at 4% or $39,601 at 6%.
Charter Solutions Retirement Plan-14$143,334$66,529$4,752iApproximate average salary by contribution assumption: employee only about $118,802 at 4% or $79,201 at 6%; with 50% employer match about $79,201 at 4% or $52,801 at 6%; with 100% employer match about $59,401 at 4% or $39,601 at 6%.
2010122$39,713$39,314$1,787iApproximate average salary by contribution assumption: employee only about $44,675 at 4% or $29,783 at 6%; with 50% employer match about $29,783 at 4% or $19,856 at 6%; with 100% employer match about $22,338 at 4% or $14,892 at 6%.
Charter Solutions Retirement Plan-22$39,713$39,314$1,787iApproximate average salary by contribution assumption: employee only about $44,675 at 4% or $29,783 at 6%; with 50% employer match about $29,783 at 4% or $19,856 at 6%; with 100% employer match about $22,338 at 4% or $14,892 at 6%.