Civic Intelligence

Charter HR Inc.

Plan context: Charter HR Retirement Savings Plan

EIN 27-3214766 • Kellyton, AL • 17 filings • 2 plans

160 Mcclellan Industrial DriveKellyton, AL 35089
Current Snapshot

Latest Year

2024

2024 Participants

1,807

2024 Assets

$6,136,996

2024 Contributions

$782,267

Historical Graphs

Total Assets Over Time

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

$6,136,996$3,068,498$0201120182024YearValue
$6,136,996Latest year 2024

Participants Over Time

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

1,8079040201120182024YearValue
1,807Latest year 2024

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
202421,807$6,136,996$782,267$433iApproximate average salary by contribution assumption: employee only about $10,823 at 4% or $7,215 at 6%; with 50% employer match about $7,215 at 4% or $4,810 at 6%; with 100% employer match about $5,411 at 4% or $3,608 at 6%.
Charter HR Retirement Savings Plan-433$6,136,996$782,267$1,807iApproximate average salary by contribution assumption: employee only about $45,166 at 4% or $30,110 at 6%; with 50% employer match about $30,110 at 4% or $20,074 at 6%; with 100% employer match about $22,583 at 4% or $15,055 at 6%.
Charter HR Inc. Employee Benefit Plan-1,807---
202321,269$4,879,958$608,790$480iApproximate average salary by contribution assumption: employee only about $11,993 at 4% or $7,996 at 6%; with 50% employer match about $7,996 at 4% or $5,330 at 6%; with 100% employer match about $5,997 at 4% or $3,998 at 6%.
Charter HR Retirement Savings Plan-404$4,879,958$608,790$1,507iApproximate average salary by contribution assumption: employee only about $37,673 at 4% or $25,115 at 6%; with 50% employer match about $25,115 at 4% or $16,743 at 6%; with 100% employer match about $18,836 at 4% or $12,558 at 6%.
Charter HR Inc. Employee Benefit Plan-1,269---
202221,443$3,878,689$491,801$341iApproximate average salary by contribution assumption: employee only about $8,520 at 4% or $5,680 at 6%; with 50% employer match about $5,680 at 4% or $3,787 at 6%; with 100% employer match about $4,260 at 4% or $2,840 at 6%.
Charter HR Retirement Savings Plan-307$3,878,689$491,801$1,602iApproximate average salary by contribution assumption: employee only about $40,049 at 4% or $26,699 at 6%; with 50% employer match about $26,699 at 4% or $17,800 at 6%; with 100% employer match about $20,024 at 4% or $13,350 at 6%.
Charter HR Inc. Employee Benefit Plan-1,443---
20211228$4,212,960$386,282$1,694iApproximate average salary by contribution assumption: employee only about $42,355 at 4% or $28,237 at 6%; with 50% employer match about $28,237 at 4% or $18,825 at 6%; with 100% employer match about $21,178 at 4% or $14,118 at 6%.
Charter HR Retirement Savings Plan-228$4,212,960$386,282$1,694iApproximate average salary by contribution assumption: employee only about $42,355 at 4% or $28,237 at 6%; with 50% employer match about $28,237 at 4% or $18,825 at 6%; with 100% employer match about $21,178 at 4% or $14,118 at 6%.
20201221$3,657,378$223,830$1,013iApproximate average salary by contribution assumption: employee only about $25,320 at 4% or $16,880 at 6%; with 50% employer match about $16,880 at 4% or $11,253 at 6%; with 100% employer match about $12,660 at 4% or $8,440 at 6%.
Charter HR Retirement Savings Plan-221$3,657,378$223,830$1,013iApproximate average salary by contribution assumption: employee only about $25,320 at 4% or $16,880 at 6%; with 50% employer match about $16,880 at 4% or $11,253 at 6%; with 100% employer match about $12,660 at 4% or $8,440 at 6%.
20191237$3,682,479$183,056$772iApproximate average salary by contribution assumption: employee only about $19,310 at 4% or $12,873 at 6%; with 50% employer match about $12,873 at 4% or $8,582 at 6%; with 100% employer match about $9,655 at 4% or $6,437 at 6%.
Charter HR Retirement Savings Plan-237$3,682,479$183,056$772iApproximate average salary by contribution assumption: employee only about $19,310 at 4% or $12,873 at 6%; with 50% employer match about $12,873 at 4% or $8,582 at 6%; with 100% employer match about $9,655 at 4% or $6,437 at 6%.
20181222$3,447,351$126,737$571iApproximate average salary by contribution assumption: employee only about $14,272 at 4% or $9,515 at 6%; with 50% employer match about $9,515 at 4% or $6,343 at 6%; with 100% employer match about $7,136 at 4% or $4,757 at 6%.
Charter HR Retirement Savings Plan-222$3,447,351$126,737$571iApproximate average salary by contribution assumption: employee only about $14,272 at 4% or $9,515 at 6%; with 50% employer match about $9,515 at 4% or $6,343 at 6%; with 100% employer match about $7,136 at 4% or $4,757 at 6%.
20171242$3,874,300$177,107$732iApproximate average salary by contribution assumption: employee only about $18,296 at 4% or $12,197 at 6%; with 50% employer match about $12,197 at 4% or $8,132 at 6%; with 100% employer match about $9,148 at 4% or $6,099 at 6%.
Charter HR Retirement Savings Plan-242$3,874,300$177,107$732iApproximate average salary by contribution assumption: employee only about $18,296 at 4% or $12,197 at 6%; with 50% employer match about $12,197 at 4% or $8,132 at 6%; with 100% employer match about $9,148 at 4% or $6,099 at 6%.
20161285$3,473,498$277,227$973iApproximate average salary by contribution assumption: employee only about $24,318 at 4% or $16,212 at 6%; with 50% employer match about $16,212 at 4% or $10,808 at 6%; with 100% employer match about $12,159 at 4% or $8,106 at 6%.
Charter HR Retirement Savings Plan-285$3,473,498$277,227$973iApproximate average salary by contribution assumption: employee only about $24,318 at 4% or $16,212 at 6%; with 50% employer match about $16,212 at 4% or $10,808 at 6%; with 100% employer match about $12,159 at 4% or $8,106 at 6%.
20151415$3,920,434$700,694$1,688iApproximate average salary by contribution assumption: employee only about $42,210 at 4% or $28,140 at 6%; with 50% employer match about $28,140 at 4% or $18,760 at 6%; with 100% employer match about $21,105 at 4% or $14,070 at 6%.
Charter HR Retirement Savings Plan-415$3,920,434$700,694$1,688iApproximate average salary by contribution assumption: employee only about $42,210 at 4% or $28,140 at 6%; with 50% employer match about $28,140 at 4% or $18,760 at 6%; with 100% employer match about $21,105 at 4% or $14,070 at 6%.
20141243$3,832,481$209,411$862iApproximate average salary by contribution assumption: employee only about $21,544 at 4% or $14,363 at 6%; with 50% employer match about $14,363 at 4% or $9,575 at 6%; with 100% employer match about $10,772 at 4% or $7,181 at 6%.
Charter HR Retirement Savings Plan-243$3,832,481$209,411$862iApproximate average salary by contribution assumption: employee only about $21,544 at 4% or $14,363 at 6%; with 50% employer match about $14,363 at 4% or $9,575 at 6%; with 100% employer match about $10,772 at 4% or $7,181 at 6%.
20131253$3,824,627$274,652$1,086iApproximate average salary by contribution assumption: employee only about $27,140 at 4% or $18,093 at 6%; with 50% employer match about $18,093 at 4% or $12,062 at 6%; with 100% employer match about $13,570 at 4% or $9,047 at 6%.
Charter HR Retirement Savings Plan-253$3,824,627$274,652$1,086iApproximate average salary by contribution assumption: employee only about $27,140 at 4% or $18,093 at 6%; with 50% employer match about $18,093 at 4% or $12,062 at 6%; with 100% employer match about $13,570 at 4% or $9,047 at 6%.
20121265$3,474,893$229,648$867iApproximate average salary by contribution assumption: employee only about $21,665 at 4% or $14,443 at 6%; with 50% employer match about $14,443 at 4% or $9,629 at 6%; with 100% employer match about $10,832 at 4% or $7,222 at 6%.
Charter HR Retirement Savings Plan-265$3,474,893$229,648$867iApproximate average salary by contribution assumption: employee only about $21,665 at 4% or $14,443 at 6%; with 50% employer match about $14,443 at 4% or $9,629 at 6%; with 100% employer match about $10,832 at 4% or $7,222 at 6%.
20111118$3,679,522$48,898$414iApproximate average salary by contribution assumption: employee only about $10,360 at 4% or $6,906 at 6%; with 50% employer match about $6,906 at 4% or $4,604 at 6%; with 100% employer match about $5,180 at 4% or $3,453 at 6%.
Charter HR Retirement Savings Plan-118$3,679,522$48,898$414iApproximate average salary by contribution assumption: employee only about $10,360 at 4% or $6,906 at 6%; with 50% employer match about $6,906 at 4% or $4,604 at 6%; with 100% employer match about $5,180 at 4% or $3,453 at 6%.