Civic Intelligence

Charter Equity Research Inc

Plan context: Charter Equity Research Inc 401(K) Profit Sharing Plan & Trust

EIN 30-0215093 • Hillsborough, CA • 17 filings • 4 plans

380 Moseley RdHillsborough, CA 94010-7164
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,965,526

2024 Contributions

$87,479

Historical Graphs

Total Assets Over Time

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

$1,965,526$982,763$0200820162024YearValue
$1,965,526Latest year 2024

Participants Over Time

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

530200820162024YearValue
4Latest 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
202414$1,965,526$87,479$21,870iApproximate average salary by contribution assumption: employee only about $546,744 at 4% or $364,496 at 6%; with 50% employer match about $364,496 at 4% or $242,997 at 6%; with 100% employer match about $273,372 at 4% or $182,248 at 6%.
Charter Equity Research Inc 401(K) Profit Sharing Plan & Trust-4$1,965,526$87,479$21,870iApproximate average salary by contribution assumption: employee only about $546,744 at 4% or $364,496 at 6%; with 50% employer match about $364,496 at 4% or $242,997 at 6%; with 100% employer match about $273,372 at 4% or $182,248 at 6%.
202314$1,662,178$82,331$20,583iApproximate average salary by contribution assumption: employee only about $514,569 at 4% or $343,046 at 6%; with 50% employer match about $343,046 at 4% or $228,697 at 6%; with 100% employer match about $257,284 at 4% or $171,523 at 6%.
Charter Equity Research Inc 401(K) Profit Sharing Plan & Trust-4$1,662,178$82,331$20,583iApproximate average salary by contribution assumption: employee only about $514,569 at 4% or $343,046 at 6%; with 50% employer match about $343,046 at 4% or $228,697 at 6%; with 100% employer match about $257,284 at 4% or $171,523 at 6%.
202214$1,427,377$67,750$16,938iApproximate average salary by contribution assumption: employee only about $423,438 at 4% or $282,292 at 6%; with 50% employer match about $282,292 at 4% or $188,194 at 6%; with 100% employer match about $211,719 at 4% or $141,146 at 6%.
Charter Equity Research Inc 401(K) Profit Sharing Plan & Trust-4$1,427,377$67,750$16,938iApproximate average salary by contribution assumption: employee only about $423,438 at 4% or $282,292 at 6%; with 50% employer match about $282,292 at 4% or $188,194 at 6%; with 100% employer match about $211,719 at 4% or $141,146 at 6%.
202114$1,490,045$65,444$16,361iApproximate average salary by contribution assumption: employee only about $409,025 at 4% or $272,683 at 6%; with 50% employer match about $272,683 at 4% or $181,789 at 6%; with 100% employer match about $204,513 at 4% or $136,342 at 6%.
Charter Equity Research Inc 401(K) Profit Sharing Plan & Trust-4$1,490,045$65,444$16,361iApproximate average salary by contribution assumption: employee only about $409,025 at 4% or $272,683 at 6%; with 50% employer match about $272,683 at 4% or $181,789 at 6%; with 100% employer match about $204,513 at 4% or $136,342 at 6%.
202014$1,290,222$56,232$14,058iApproximate average salary by contribution assumption: employee only about $351,450 at 4% or $234,300 at 6%; with 50% employer match about $234,300 at 4% or $156,200 at 6%; with 100% employer match about $175,725 at 4% or $117,150 at 6%.
Charter Equity Research Inc 401(K) Profit Sharing Plan & Trust-4$1,290,222$56,232$14,058iApproximate average salary by contribution assumption: employee only about $351,450 at 4% or $234,300 at 6%; with 50% employer match about $234,300 at 4% or $156,200 at 6%; with 100% employer match about $175,725 at 4% or $117,150 at 6%.
201914$869,640$55,010$13,753iApproximate average salary by contribution assumption: employee only about $343,813 at 4% or $229,208 at 6%; with 50% employer match about $229,208 at 4% or $152,806 at 6%; with 100% employer match about $171,906 at 4% or $114,604 at 6%.
Charter Equity Research Inc 401(K) Profit Sharing Plan & Trust-4$869,640$55,010$13,753iApproximate average salary by contribution assumption: employee only about $343,813 at 4% or $229,208 at 6%; with 50% employer match about $229,208 at 4% or $152,806 at 6%; with 100% employer match about $171,906 at 4% or $114,604 at 6%.
201813$660,096$63,600$21,200iApproximate average salary by contribution assumption: employee only about $530,000 at 4% or $353,333 at 6%; with 50% employer match about $353,333 at 4% or $235,556 at 6%; with 100% employer match about $265,000 at 4% or $176,667 at 6%.
Charter Equity Research Inc 401(K) Profit Sharing Plan & Trust-3$660,096$63,600$21,200iApproximate average salary by contribution assumption: employee only about $530,000 at 4% or $353,333 at 6%; with 50% employer match about $353,333 at 4% or $235,556 at 6%; with 100% employer match about $265,000 at 4% or $176,667 at 6%.
201713$625,436$63,600$21,200iApproximate average salary by contribution assumption: employee only about $530,000 at 4% or $353,333 at 6%; with 50% employer match about $353,333 at 4% or $235,556 at 6%; with 100% employer match about $265,000 at 4% or $176,667 at 6%.
Charter Equity Research Inc 401(K) Profit Sharing Plan & Trust-3$625,436$63,600$21,200iApproximate average salary by contribution assumption: employee only about $530,000 at 4% or $353,333 at 6%; with 50% employer match about $353,333 at 4% or $235,556 at 6%; with 100% employer match about $265,000 at 4% or $176,667 at 6%.
201613$493,940$63,600$21,200iApproximate average salary by contribution assumption: employee only about $530,000 at 4% or $353,333 at 6%; with 50% employer match about $353,333 at 4% or $235,556 at 6%; with 100% employer match about $265,000 at 4% or $176,667 at 6%.
Charter Equity Research Inc 401(K) Profit Sharing Plan & Trust-3$493,940$63,600$21,200iApproximate average salary by contribution assumption: employee only about $530,000 at 4% or $353,333 at 6%; with 50% employer match about $353,333 at 4% or $235,556 at 6%; with 100% employer match about $265,000 at 4% or $176,667 at 6%.
201513$430,000$62,950$20,983iApproximate average salary by contribution assumption: employee only about $524,583 at 4% or $349,722 at 6%; with 50% employer match about $349,722 at 4% or $233,148 at 6%; with 100% employer match about $262,292 at 4% or $174,861 at 6%.
Charter Equity Research Inc 401(K) Profit Sharing Plan & Trust-3$430,000$62,950$20,983iApproximate average salary by contribution assumption: employee only about $524,583 at 4% or $349,722 at 6%; with 50% employer match about $349,722 at 4% or $233,148 at 6%; with 100% employer match about $262,292 at 4% or $174,861 at 6%.
201413$369,002$63,100$21,033iApproximate average salary by contribution assumption: employee only about $525,833 at 4% or $350,556 at 6%; with 50% employer match about $350,556 at 4% or $233,704 at 6%; with 100% employer match about $262,917 at 4% or $175,278 at 6%.
Charter Equity Research Inc 401(K) Profit Sharing Plan & Trust-3$369,002$63,100$21,033iApproximate average salary by contribution assumption: employee only about $525,833 at 4% or $350,556 at 6%; with 50% employer match about $350,556 at 4% or $233,704 at 6%; with 100% employer match about $262,917 at 4% or $175,278 at 6%.
201313$278,997$51,938$17,313iApproximate average salary by contribution assumption: employee only about $432,817 at 4% or $288,544 at 6%; with 50% employer match about $288,544 at 4% or $192,363 at 6%; with 100% employer match about $216,408 at 4% or $144,272 at 6%.
Charter Equity Research Inc 401(K) Profit Sharing Plan & Trust-3$278,997$51,938$17,313iApproximate average salary by contribution assumption: employee only about $432,817 at 4% or $288,544 at 6%; with 50% employer match about $288,544 at 4% or $192,363 at 6%; with 100% employer match about $216,408 at 4% or $144,272 at 6%.
201212$193,187$34,900$17,450iApproximate average salary by contribution assumption: employee only about $436,250 at 4% or $290,833 at 6%; with 50% employer match about $290,833 at 4% or $193,889 at 6%; with 100% employer match about $218,125 at 4% or $145,417 at 6%.
Charter Equity Research Inc 401(K) Profit Sharing Plan & Trust-2$193,187$34,900$17,450iApproximate average salary by contribution assumption: employee only about $436,250 at 4% or $290,833 at 6%; with 50% employer match about $290,833 at 4% or $193,889 at 6%; with 100% employer match about $218,125 at 4% or $145,417 at 6%.
201112$145,094$37,263$18,632iApproximate average salary by contribution assumption: employee only about $465,788 at 4% or $310,525 at 6%; with 50% employer match about $310,525 at 4% or $207,017 at 6%; with 100% employer match about $232,894 at 4% or $155,263 at 6%.
Charter Equity Research Inc 401(K) Profit Sharing Plan & Trust-2$145,094$37,263$18,632iApproximate average salary by contribution assumption: employee only about $465,788 at 4% or $310,525 at 6%; with 50% employer match about $310,525 at 4% or $207,017 at 6%; with 100% employer match about $232,894 at 4% or $155,263 at 6%.
201012$125,975$40,167$20,084iApproximate average salary by contribution assumption: employee only about $502,088 at 4% or $334,725 at 6%; with 50% employer match about $334,725 at 4% or $223,150 at 6%; with 100% employer match about $251,044 at 4% or $167,363 at 6%.
Charter Equity Research Inc 401(K) Profit Sharing Plan & Trust-2$125,975$40,167$20,084iApproximate average salary by contribution assumption: employee only about $502,088 at 4% or $334,725 at 6%; with 50% employer match about $334,725 at 4% or $223,150 at 6%; with 100% employer match about $251,044 at 4% or $167,363 at 6%.
200912$78,072$41,267$20,634iApproximate average salary by contribution assumption: employee only about $515,838 at 4% or $343,892 at 6%; with 50% employer match about $343,892 at 4% or $229,261 at 6%; with 100% employer match about $257,919 at 4% or $171,946 at 6%.
Charter Equity Research Inc 401(K) Profit Sharing Plan & Trust-2$78,072$41,267$20,634iApproximate average salary by contribution assumption: employee only about $515,838 at 4% or $343,892 at 6%; with 50% employer match about $343,892 at 4% or $229,261 at 6%; with 100% employer match about $257,919 at 4% or $171,946 at 6%.
200815$32,538$32,515$6,503iApproximate average salary by contribution assumption: employee only about $162,575 at 4% or $108,383 at 6%; with 50% employer match about $108,383 at 4% or $72,256 at 6%; with 100% employer match about $81,288 at 4% or $54,192 at 6%.
Charter Equity Research Inc 401(K) Profit Sharing Plan & Trust-5$32,538$32,515$6,503iApproximate average salary by contribution assumption: employee only about $162,575 at 4% or $108,383 at 6%; with 50% employer match about $108,383 at 4% or $72,256 at 6%; with 100% employer match about $81,288 at 4% or $54,192 at 6%.