Civic Intelligence

Charles & Alice Inc.

Plan context: Charles & Alice Inc. 401(K) Plan & Trust

EIN 27-4248771 • Lancaster, PA • 10 filings • 3 plans

2870 Yellow Goose RdLancaster, PA 17601
Current Snapshot

Latest Year

2024

2024 Participants

61

2024 Assets

$1,699,686

2024 Contributions

$520,016

Historical Graphs

Total Assets Over Time

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

$1,723,701$861,851$0201520202024YearValue
$1,699,686Latest year 2024

Participants Over Time

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

83420201520202024YearValue
61Latest 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
2024161$1,699,686$520,016$8,525iApproximate average salary by contribution assumption: employee only about $213,121 at 4% or $142,081 at 6%; with 50% employer match about $142,081 at 4% or $94,721 at 6%; with 100% employer match about $106,561 at 4% or $71,040 at 6%.
Charles & Alice Inc. 401(K) Plan & Trust-61$1,699,686$520,016$8,525iApproximate average salary by contribution assumption: employee only about $213,121 at 4% or $142,081 at 6%; with 50% employer match about $142,081 at 4% or $94,721 at 6%; with 100% employer match about $106,561 at 4% or $71,040 at 6%.
2023183$1,723,701$401,990$4,843iApproximate average salary by contribution assumption: employee only about $121,081 at 4% or $80,721 at 6%; with 50% employer match about $80,721 at 4% or $53,814 at 6%; with 100% employer match about $60,541 at 4% or $40,360 at 6%.
Charles & Alice Inc. 401(K) Plan & Trust-83$1,723,701$401,990$4,843iApproximate average salary by contribution assumption: employee only about $121,081 at 4% or $80,721 at 6%; with 50% employer match about $80,721 at 4% or $53,814 at 6%; with 100% employer match about $60,541 at 4% or $40,360 at 6%.
2022177$1,041,135$352,809$4,582iApproximate average salary by contribution assumption: employee only about $114,548 at 4% or $76,366 at 6%; with 50% employer match about $76,366 at 4% or $50,910 at 6%; with 100% employer match about $57,274 at 4% or $38,183 at 6%.
Charles & Alice Inc. 401(K) Plan & Trust-77$1,041,135$352,809$4,582iApproximate average salary by contribution assumption: employee only about $114,548 at 4% or $76,366 at 6%; with 50% employer match about $76,366 at 4% or $50,910 at 6%; with 100% employer match about $57,274 at 4% or $38,183 at 6%.
2021156$1,155,606$241,173$4,307iApproximate average salary by contribution assumption: employee only about $107,667 at 4% or $71,778 at 6%; with 50% employer match about $71,778 at 4% or $47,852 at 6%; with 100% employer match about $53,833 at 4% or $35,889 at 6%.
Charles & Alice Inc. 401(K) Plan & Trust-56$1,155,606$241,173$4,307iApproximate average salary by contribution assumption: employee only about $107,667 at 4% or $71,778 at 6%; with 50% employer match about $71,778 at 4% or $47,852 at 6%; with 100% employer match about $53,833 at 4% or $35,889 at 6%.
2020140$881,137$175,961$4,399iApproximate average salary by contribution assumption: employee only about $109,976 at 4% or $73,317 at 6%; with 50% employer match about $73,317 at 4% or $48,878 at 6%; with 100% employer match about $54,988 at 4% or $36,659 at 6%.
Charles & Alice Inc. 401(K) Plan & Trust-40$881,137$175,961$4,399iApproximate average salary by contribution assumption: employee only about $109,976 at 4% or $73,317 at 6%; with 50% employer match about $73,317 at 4% or $48,878 at 6%; with 100% employer match about $54,988 at 4% or $36,659 at 6%.
2019122$526,797$126,008$5,728iApproximate average salary by contribution assumption: employee only about $143,191 at 4% or $95,461 at 6%; with 50% employer match about $95,461 at 4% or $63,640 at 6%; with 100% employer match about $71,595 at 4% or $47,730 at 6%.
Charles & Alice Inc. 401(K) Plan & Trust-22$526,797$126,008$5,728iApproximate average salary by contribution assumption: employee only about $143,191 at 4% or $95,461 at 6%; with 50% employer match about $95,461 at 4% or $63,640 at 6%; with 100% employer match about $71,595 at 4% or $47,730 at 6%.
2018113$315,318$95,194$7,323iApproximate average salary by contribution assumption: employee only about $183,065 at 4% or $122,044 at 6%; with 50% employer match about $122,044 at 4% or $81,362 at 6%; with 100% employer match about $91,533 at 4% or $61,022 at 6%.
Charles & Alice Inc. 401(K) Plan & Trust-13$315,318$95,194$7,323iApproximate average salary by contribution assumption: employee only about $183,065 at 4% or $122,044 at 6%; with 50% employer match about $122,044 at 4% or $81,362 at 6%; with 100% employer match about $91,533 at 4% or $61,022 at 6%.
2017111$219,319$89,002$8,091iApproximate average salary by contribution assumption: employee only about $202,277 at 4% or $134,852 at 6%; with 50% employer match about $134,852 at 4% or $89,901 at 6%; with 100% employer match about $101,139 at 4% or $67,426 at 6%.
Charles & Alice Inc. 401(K) Plan & Trust-11$219,319$89,002$8,091iApproximate average salary by contribution assumption: employee only about $202,277 at 4% or $134,852 at 6%; with 50% employer match about $134,852 at 4% or $89,901 at 6%; with 100% employer match about $101,139 at 4% or $67,426 at 6%.
201610$113,203$67,674-
Charles & Alice Inc. 401(K) Plan & Trust-0$113,203$67,674-
2015113$80,468$89,468$6,882iApproximate average salary by contribution assumption: employee only about $172,054 at 4% or $114,703 at 6%; with 50% employer match about $114,703 at 4% or $76,468 at 6%; with 100% employer match about $86,027 at 4% or $57,351 at 6%.
Charles & Alice Inc. 401(K) Plan & Trust-13$80,468$89,468$6,882iApproximate average salary by contribution assumption: employee only about $172,054 at 4% or $114,703 at 6%; with 50% employer match about $114,703 at 4% or $76,468 at 6%; with 100% employer match about $86,027 at 4% or $57,351 at 6%.