Civic Intelligence

Charter School Specialists

Plan context: CHARTER SCHOOL SPECIALISTS INC 401(K) PROFIT SHARING PLAN & TRUST

EIN 34-2014197 • Pickerington, OH • 8 filings • 3 plans

40 Hill Rd SPickerington, OH 43147-1219
Current Snapshot

Latest Year

2025

2025 Participants

24

2025 Assets

$1,244,619

2025 Contributions

$163,670

Historical Graphs

Total Assets Over Time

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

$3,505,991$1,752,996$0201920222025YearValue
$1,244,619Latest year 2025

Participants Over Time

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

26130201920222025YearValue
24Latest year 2025

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
2025124$1,244,619$163,670$6,820iApproximate average salary by contribution assumption: employee only about $170,490 at 4% or $113,660 at 6%; with 50% employer match about $113,660 at 4% or $75,773 at 6%; with 100% employer match about $85,245 at 4% or $56,830 at 6%.
CHARTER SCHOOL SPECIALISTS INC 401(K) PROFIT SHARING PLAN & TRUST-24$1,244,619$163,670$6,820iApproximate average salary by contribution assumption: employee only about $170,490 at 4% or $113,660 at 6%; with 50% employer match about $113,660 at 4% or $75,773 at 6%; with 100% employer match about $85,245 at 4% or $56,830 at 6%.
2024226$3,505,991$317,851$12,225iApproximate average salary by contribution assumption: employee only about $305,626 at 4% or $203,751 at 6%; with 50% employer match about $203,751 at 4% or $135,834 at 6%; with 100% employer match about $152,813 at 4% or $101,875 at 6%.
Charter School Specialists Inc. Employee Stock Ownership Plan-26$2,578,901$187,801$7,223iApproximate average salary by contribution assumption: employee only about $180,578 at 4% or $120,385 at 6%; with 50% employer match about $120,385 at 4% or $80,257 at 6%; with 100% employer match about $90,289 at 4% or $60,193 at 6%.
CHARTER SCHOOL SPECIALISTS INC 401(K) PROFIT SHARING PLAN & TRUST-19$927,090$130,050$6,845iApproximate average salary by contribution assumption: employee only about $171,118 at 4% or $114,079 at 6%; with 50% employer match about $114,079 at 4% or $76,053 at 6%; with 100% employer match about $85,559 at 4% or $57,039 at 6%.
2023116$750,116$195,817$12,239iApproximate average salary by contribution assumption: employee only about $305,964 at 4% or $203,976 at 6%; with 50% employer match about $203,976 at 4% or $135,984 at 6%; with 100% employer match about $152,982 at 4% or $101,988 at 6%.
CHARTER SCHOOL SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN-16$750,116$195,817$12,239iApproximate average salary by contribution assumption: employee only about $305,964 at 4% or $203,976 at 6%; with 50% employer match about $203,976 at 4% or $135,984 at 6%; with 100% employer match about $152,982 at 4% or $101,988 at 6%.
2022113$482,872$165,396$12,723iApproximate average salary by contribution assumption: employee only about $318,069 at 4% or $212,046 at 6%; with 50% employer match about $212,046 at 4% or $141,364 at 6%; with 100% employer match about $159,035 at 4% or $106,023 at 6%.
CHARTER SCHOOL SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN-13$482,872$165,396$12,723iApproximate average salary by contribution assumption: employee only about $318,069 at 4% or $212,046 at 6%; with 50% employer match about $212,046 at 4% or $141,364 at 6%; with 100% employer match about $159,035 at 4% or $106,023 at 6%.
2021113$442,736$108,645$8,357iApproximate average salary by contribution assumption: employee only about $208,933 at 4% or $139,288 at 6%; with 50% employer match about $139,288 at 4% or $92,859 at 6%; with 100% employer match about $104,466 at 4% or $69,644 at 6%.
CHARTER SCHOOL SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN-13$442,736$108,645$8,357iApproximate average salary by contribution assumption: employee only about $208,933 at 4% or $139,288 at 6%; with 50% employer match about $139,288 at 4% or $92,859 at 6%; with 100% employer match about $104,466 at 4% or $69,644 at 6%.
2020113$299,569$143,061$11,005iApproximate average salary by contribution assumption: employee only about $275,117 at 4% or $183,412 at 6%; with 50% employer match about $183,412 at 4% or $122,274 at 6%; with 100% employer match about $137,559 at 4% or $91,706 at 6%.
CHARTER SCHOOL SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN-13$299,569$143,061$11,005iApproximate average salary by contribution assumption: employee only about $275,117 at 4% or $183,412 at 6%; with 50% employer match about $183,412 at 4% or $122,274 at 6%; with 100% employer match about $137,559 at 4% or $91,706 at 6%.
2019111$116,975$110,736$10,067iApproximate average salary by contribution assumption: employee only about $251,673 at 4% or $167,782 at 6%; with 50% employer match about $167,782 at 4% or $111,855 at 6%; with 100% employer match about $125,836 at 4% or $83,891 at 6%.
CHARTER SCHOOL SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN-11$116,975$110,736$10,067iApproximate average salary by contribution assumption: employee only about $251,673 at 4% or $167,782 at 6%; with 50% employer match about $167,782 at 4% or $111,855 at 6%; with 100% employer match about $125,836 at 4% or $83,891 at 6%.