CHARLOTTE WEALTH MANAGEMENT, LLC
Plan context: CHARLOTTE WEALTH MANAGEMENT, LLC 401(K) PLAN
EIN 26-4098125 • Charlotte, NC • 10 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$685,393
2025 Contributions
$83,905
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 | 2 | $685,393 | $83,905 | $41,953iApproximate average salary by contribution assumption: employee only about $1,048,813 at 4% or $699,208 at 6%; with 50% employer match about $699,208 at 4% or $466,139 at 6%; with 100% employer match about $524,406 at 4% or $349,604 at 6%. |
| CHARLOTTE WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 2 | $685,393 | $83,905 | $41,953iApproximate average salary by contribution assumption: employee only about $1,048,813 at 4% or $699,208 at 6%; with 50% employer match about $699,208 at 4% or $466,139 at 6%; with 100% employer match about $524,406 at 4% or $349,604 at 6%. |
| 2024 | 1 | 2 | $539,070 | $81,406 | $40,703iApproximate average salary by contribution assumption: employee only about $1,017,575 at 4% or $678,383 at 6%; with 50% employer match about $678,383 at 4% or $452,256 at 6%; with 100% employer match about $508,788 at 4% or $339,192 at 6%. |
| CHARLOTTE WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 2 | $539,070 | $81,406 | $40,703iApproximate average salary by contribution assumption: employee only about $1,017,575 at 4% or $678,383 at 6%; with 50% employer match about $678,383 at 4% or $452,256 at 6%; with 100% employer match about $508,788 at 4% or $339,192 at 6%. |
| 2023 | 1 | 2 | $389,181 | $79,308 | $39,654iApproximate average salary by contribution assumption: employee only about $991,350 at 4% or $660,900 at 6%; with 50% employer match about $660,900 at 4% or $440,600 at 6%; with 100% employer match about $495,675 at 4% or $330,450 at 6%. |
| CHARLOTTE WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 2 | $389,181 | $79,308 | $39,654iApproximate average salary by contribution assumption: employee only about $991,350 at 4% or $660,900 at 6%; with 50% employer match about $660,900 at 4% or $440,600 at 6%; with 100% employer match about $495,675 at 4% or $330,450 at 6%. |
| 2022 | 1 | 2 | $605,802 | $65,031 | $32,516iApproximate average salary by contribution assumption: employee only about $812,888 at 4% or $541,925 at 6%; with 50% employer match about $541,925 at 4% or $361,283 at 6%; with 100% employer match about $406,444 at 4% or $270,963 at 6%. |
| CHARLOTTE WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 2 | $605,802 | $65,031 | $32,516iApproximate average salary by contribution assumption: employee only about $812,888 at 4% or $541,925 at 6%; with 50% employer match about $541,925 at 4% or $361,283 at 6%; with 100% employer match about $406,444 at 4% or $270,963 at 6%. |
| 2021 | 1 | 2 | $841,433 | $70,500 | $35,250iApproximate average salary by contribution assumption: employee only about $881,250 at 4% or $587,500 at 6%; with 50% employer match about $587,500 at 4% or $391,667 at 6%; with 100% employer match about $440,625 at 4% or $293,750 at 6%. |
| CHARLOTTE WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 2 | $841,433 | $70,500 | $35,250iApproximate average salary by contribution assumption: employee only about $881,250 at 4% or $587,500 at 6%; with 50% employer match about $587,500 at 4% or $391,667 at 6%; with 100% employer match about $440,625 at 4% or $293,750 at 6%. |
| 2020 | 1 | 2 | $579,989 | $71,273 | $35,637iApproximate average salary by contribution assumption: employee only about $890,913 at 4% or $593,942 at 6%; with 50% employer match about $593,942 at 4% or $395,961 at 6%; with 100% employer match about $445,456 at 4% or $296,971 at 6%. |
| CHARLOTTE WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 2 | $579,989 | $71,273 | $35,637iApproximate average salary by contribution assumption: employee only about $890,913 at 4% or $593,942 at 6%; with 50% employer match about $593,942 at 4% or $395,961 at 6%; with 100% employer match about $445,456 at 4% or $296,971 at 6%. |
| 2019 | 1 | 2 | $443,730 | $65,457 | $32,729iApproximate average salary by contribution assumption: employee only about $818,213 at 4% or $545,475 at 6%; with 50% employer match about $545,475 at 4% or $363,650 at 6%; with 100% employer match about $409,106 at 4% or $272,738 at 6%. |
| CHARLOTTE WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 2 | $443,730 | $65,457 | $32,729iApproximate average salary by contribution assumption: employee only about $818,213 at 4% or $545,475 at 6%; with 50% employer match about $545,475 at 4% or $363,650 at 6%; with 100% employer match about $409,106 at 4% or $272,738 at 6%. |
| 2018 | 1 | 2 | $304,893 | $66,042 | $33,021iApproximate average salary by contribution assumption: employee only about $825,525 at 4% or $550,350 at 6%; with 50% employer match about $550,350 at 4% or $366,900 at 6%; with 100% employer match about $412,763 at 4% or $275,175 at 6%. |
| CHARLOTTE WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 2 | $304,893 | $66,042 | $33,021iApproximate average salary by contribution assumption: employee only about $825,525 at 4% or $550,350 at 6%; with 50% employer match about $550,350 at 4% or $366,900 at 6%; with 100% employer match about $412,763 at 4% or $275,175 at 6%. |
| 2017 | 1 | 2 | $236,792 | $66,090 | $33,045iApproximate average salary by contribution assumption: employee only about $826,125 at 4% or $550,750 at 6%; with 50% employer match about $550,750 at 4% or $367,167 at 6%; with 100% employer match about $413,063 at 4% or $275,375 at 6%. |
| CHARLOTTE WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 2 | $236,792 | $66,090 | $33,045iApproximate average salary by contribution assumption: employee only about $826,125 at 4% or $550,750 at 6%; with 50% employer match about $550,750 at 4% or $367,167 at 6%; with 100% employer match about $413,063 at 4% or $275,375 at 6%. |
| 2016 | 1 | 1 | $140,975 | $50,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| CHARLOTTE WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 1 | $140,975 | $50,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |