Charles Joseph Associates
Plan context: Charles Joseph Associates 401K Plan
EIN 33-0647552 • Rancho Cucacumonga, CA • 7 filings • 2 plans
Current Snapshot
Latest Year
2012
2012 Participants
4
2012 Assets
$112,223
2012 Contributions
$11,238
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 |
|---|---|---|---|---|---|
| 2012 | 1 | 0 | $0 | $0 | - |
| Charles Joseph Associates 401K Plan | - | 0 | $0 | $0 | - |
| 2011 | 1 | 4 | $112,223 | $11,238 | $2,810iApproximate average salary by contribution assumption: employee only about $70,238 at 4% or $46,825 at 6%; with 50% employer match about $46,825 at 4% or $31,217 at 6%; with 100% employer match about $35,119 at 4% or $23,413 at 6%. |
| Charles Joseph Associates 401K Plan | - | 4 | $112,223 | $11,238 | $2,810iApproximate average salary by contribution assumption: employee only about $70,238 at 4% or $46,825 at 6%; with 50% employer match about $46,825 at 4% or $31,217 at 6%; with 100% employer match about $35,119 at 4% or $23,413 at 6%. |
| 2010 | 1 | 4 | $105,226 | $42,605 | $10,651iApproximate average salary by contribution assumption: employee only about $266,281 at 4% or $177,521 at 6%; with 50% employer match about $177,521 at 4% or $118,347 at 6%; with 100% employer match about $133,141 at 4% or $88,760 at 6%. |
| Charles Joseph Associates 401K Plan | - | 4 | $105,226 | $42,605 | $10,651iApproximate average salary by contribution assumption: employee only about $266,281 at 4% or $177,521 at 6%; with 50% employer match about $177,521 at 4% or $118,347 at 6%; with 100% employer match about $133,141 at 4% or $88,760 at 6%. |
| 2009 | 2 | 4 | $55,611 | $54,600 | $13,650iApproximate average salary by contribution assumption: employee only about $341,250 at 4% or $227,500 at 6%; with 50% employer match about $227,500 at 4% or $151,667 at 6%; with 100% employer match about $170,625 at 4% or $113,750 at 6%. |
| Charles Joseph Associates 401K Plan | - | 4 | $55,611 | $54,600 | $13,650iApproximate average salary by contribution assumption: employee only about $341,250 at 4% or $227,500 at 6%; with 50% employer match about $227,500 at 4% or $151,667 at 6%; with 100% employer match about $170,625 at 4% or $113,750 at 6%. |
| CHARLES JOSEPH ASSOCIATES RETIREMENT PLAN | - | 0 | $0 | $0 | - |
| 2004 | 1 | 2 | $292,833 | $75,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| CHARLES JOSEPH ASSOCIATES RETIREMENT PLAN | - | 2 | $292,833 | $75,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| 2003 | 1 | 2 | $214,086 | $80,548 | $40,274iApproximate average salary by contribution assumption: employee only about $1,006,850 at 4% or $671,233 at 6%; with 50% employer match about $671,233 at 4% or $447,489 at 6%; with 100% employer match about $503,425 at 4% or $335,617 at 6%. |
| CHARLES JOSEPH ASSOCIATES RETIREMENT PLAN | - | 2 | $214,086 | $80,548 | $40,274iApproximate average salary by contribution assumption: employee only about $1,006,850 at 4% or $671,233 at 6%; with 50% employer match about $671,233 at 4% or $447,489 at 6%; with 100% employer match about $503,425 at 4% or $335,617 at 6%. |