T. Charles & Associates Inc.
Plan context: T. CHARLES CORPORATION 401K PROFIT SHARING PLAN
EIN 33-0243941 • San Clemente, CA • 13 filings • 6 plans
Current Snapshot
Latest Year
2009
2009 Participants
3
2009 Assets
$175,069
2009 Contributions
$71,778
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 |
|---|---|---|---|---|---|
| 2009 | 1 | 0 | $0 | $0 | - |
| T. CHARLES CORPORATION 401(K) PROFIT SHARING PLAN | - | 0 | $0 | $0 | - |
| 2008 | 1 | 3 | $0 | $0 | - |
| T. CHARLES CORPORATION 401K PROFIT SHARING PLAN | - | 3 | - | - | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| T. CHARLES CORPORATION 401K PROFIT SHARING PLAN | - | 3 | - | - | - |
| 2006 | 1 | 3 | $175,069 | $71,778 | $23,926iApproximate average salary by contribution assumption: employee only about $598,150 at 4% or $398,767 at 6%; with 50% employer match about $398,767 at 4% or $265,844 at 6%; with 100% employer match about $299,075 at 4% or $199,383 at 6%. |
| T. CHARLES CORPORATION 401K PROFIT SHARING PLAN | - | 3 | $175,069 | $71,778 | $23,926iApproximate average salary by contribution assumption: employee only about $598,150 at 4% or $398,767 at 6%; with 50% employer match about $398,767 at 4% or $265,844 at 6%; with 100% employer match about $299,075 at 4% or $199,383 at 6%. |
| 2005 | 1 | 3 | $90,560 | $45,235 | $15,078iApproximate average salary by contribution assumption: employee only about $376,958 at 4% or $251,306 at 6%; with 50% employer match about $251,306 at 4% or $167,537 at 6%; with 100% employer match about $188,479 at 4% or $125,653 at 6%. |
| T. CHARLES CORPORATION 401K PROFIT SHARING PLAN | - | 3 | $90,560 | $45,235 | $15,078iApproximate average salary by contribution assumption: employee only about $376,958 at 4% or $251,306 at 6%; with 50% employer match about $251,306 at 4% or $167,537 at 6%; with 100% employer match about $188,479 at 4% or $125,653 at 6%. |
| 2004 | 1 | 3 | $58,617 | $16,205 | $5,402iApproximate average salary by contribution assumption: employee only about $135,042 at 4% or $90,028 at 6%; with 50% employer match about $90,028 at 4% or $60,019 at 6%; with 100% employer match about $67,521 at 4% or $45,014 at 6%. |
| T. CHARLES CORPORATION 401K PROFIT SHARING PLAN | - | 3 | $58,617 | $16,205 | $5,402iApproximate average salary by contribution assumption: employee only about $135,042 at 4% or $90,028 at 6%; with 50% employer match about $90,028 at 4% or $60,019 at 6%; with 100% employer match about $67,521 at 4% or $45,014 at 6%. |
| 2003 | 1 | 3 | $0 | $0 | - |
| T. CHARLES CORPORATION 401K PROFIT SHARING PLAN | - | 3 | - | - | - |
| 2002 | 1 | 5 | $0 | $0 | - |
| T. CHARLES CORPORATION 401K PROFIT SHARING PLAN | - | 5 | - | - | - |
| 2001 | 2 | 3 | $0 | $0 | - |
| T. CHARLES & ASSOCIATES, INC. 401K PLAN | - | 3 | - | - | - |
| T. Charles & Associates Inc. Defined Benefit Pension Plan | - | 2 | - | - | - |
| 2000 | 1 | 2 | $0 | $0 | - |
| T. Charles & Associates Inc. Defined Benefit Pension Plan | - | 2 | - | - | - |
| 1999 | 2 | 2 | $180,361 | $67,166 | $33,583iApproximate average salary by contribution assumption: employee only about $839,575 at 4% or $559,717 at 6%; with 50% employer match about $559,717 at 4% or $373,144 at 6%; with 100% employer match about $419,788 at 4% or $279,858 at 6%. |
| T. Charles & Associates Inc. Defined Benefit Pension Plan | - | 2 | $180,361 | $67,166 | $33,583iApproximate average salary by contribution assumption: employee only about $839,575 at 4% or $559,717 at 6%; with 50% employer match about $559,717 at 4% or $373,144 at 6%; with 100% employer match about $419,788 at 4% or $279,858 at 6%. |
| T. Charles & Associates Inc. Profit Sharing Plan | - | 0 | - | - | - |