Civic Intelligence

William Charles Ltd.

Plan context: William Charles Ltd. Employees 401K Plan

EIN 36-3156433 • Rockford, IL • 61 filings • 9 plans

833 Featherstone RdRockford, IL 61107-6301
Current Snapshot

Latest Year

2024

2024 Participants

103

2024 Assets

$23,315,054

2024 Contributions

$172,941

Historical Graphs

Total Assets Over Time

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

$35,530,261$17,765,131$0199920122024YearValue
$23,315,054Latest year 2024

Participants Over Time

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

4412210199920122024YearValue
103Latest 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
20241103$23,315,054$172,941$1,679iApproximate average salary by contribution assumption: employee only about $41,976 at 4% or $27,984 at 6%; with 50% employer match about $27,984 at 4% or $18,656 at 6%; with 100% employer match about $20,988 at 4% or $13,992 at 6%.
William Charles Ltd. Employees 401K Plan-103$23,315,054$172,941$1,679iApproximate average salary by contribution assumption: employee only about $41,976 at 4% or $27,984 at 6%; with 50% employer match about $27,984 at 4% or $18,656 at 6%; with 100% employer match about $20,988 at 4% or $13,992 at 6%.
2023110$23,891,718$204,603$20,460iApproximate average salary by contribution assumption: employee only about $511,508 at 4% or $341,005 at 6%; with 50% employer match about $341,005 at 4% or $227,337 at 6%; with 100% employer match about $255,754 at 4% or $170,503 at 6%.
William Charles Ltd. Employees 401K Plan-10$23,891,718$204,603$20,460iApproximate average salary by contribution assumption: employee only about $511,508 at 4% or $341,005 at 6%; with 50% employer match about $341,005 at 4% or $227,337 at 6%; with 100% employer match about $255,754 at 4% or $170,503 at 6%.
2022111$20,358,408$214,945$19,540iApproximate average salary by contribution assumption: employee only about $488,511 at 4% or $325,674 at 6%; with 50% employer match about $325,674 at 4% or $217,116 at 6%; with 100% employer match about $244,256 at 4% or $162,837 at 6%.
William Charles Ltd. Employees 401K Plan-11$20,358,408$214,945$19,540iApproximate average salary by contribution assumption: employee only about $488,511 at 4% or $325,674 at 6%; with 50% employer match about $325,674 at 4% or $217,116 at 6%; with 100% employer match about $244,256 at 4% or $162,837 at 6%.
2021117$25,614,689$218,226$12,837iApproximate average salary by contribution assumption: employee only about $320,921 at 4% or $213,947 at 6%; with 50% employer match about $213,947 at 4% or $142,631 at 6%; with 100% employer match about $160,460 at 4% or $106,974 at 6%.
William Charles Ltd. Employees 401K Plan-17$25,614,689$218,226$12,837iApproximate average salary by contribution assumption: employee only about $320,921 at 4% or $213,947 at 6%; with 50% employer match about $213,947 at 4% or $142,631 at 6%; with 100% employer match about $160,460 at 4% or $106,974 at 6%.
2020119$23,574,230$228,913$12,048iApproximate average salary by contribution assumption: employee only about $301,201 at 4% or $200,801 at 6%; with 50% employer match about $200,801 at 4% or $133,867 at 6%; with 100% employer match about $150,601 at 4% or $100,400 at 6%.
William Charles Ltd. Employees 401K Plan-19$23,574,230$228,913$12,048iApproximate average salary by contribution assumption: employee only about $301,201 at 4% or $200,801 at 6%; with 50% employer match about $200,801 at 4% or $133,867 at 6%; with 100% employer match about $150,601 at 4% or $100,400 at 6%.
2019125$21,106,187$233,231$9,329iApproximate average salary by contribution assumption: employee only about $233,231 at 4% or $155,487 at 6%; with 50% employer match about $155,487 at 4% or $103,658 at 6%; with 100% employer match about $116,616 at 4% or $77,744 at 6%.
William Charles Ltd. Employees 401K Plan-25$21,106,187$233,231$9,329iApproximate average salary by contribution assumption: employee only about $233,231 at 4% or $155,487 at 6%; with 50% employer match about $155,487 at 4% or $103,658 at 6%; with 100% employer match about $116,616 at 4% or $77,744 at 6%.
20182156$21,308,464$1,727,038$11,071iApproximate average salary by contribution assumption: employee only about $276,769 at 4% or $184,513 at 6%; with 50% employer match about $184,513 at 4% or $123,008 at 6%; with 100% employer match about $138,384 at 4% or $92,256 at 6%.
William Charles Ltd. Employees 401K Plan-21$21,308,464$1,727,038$82,240iApproximate average salary by contribution assumption: employee only about $2,055,998 at 4% or $1,370,665 at 6%; with 50% employer match about $1,370,665 at 4% or $913,777 at 6%; with 100% employer match about $1,027,999 at 4% or $685,333 at 6%.
Group Insurance William Charles Ltd.-156---
20172170$32,010,769$1,746,808$10,275iApproximate average salary by contribution assumption: employee only about $256,884 at 4% or $171,256 at 6%; with 50% employer match about $171,256 at 4% or $114,170 at 6%; with 100% employer match about $128,442 at 4% or $85,628 at 6%.
William Charles Ltd. Employees 401K Plan-170$32,010,769$1,746,808$10,275iApproximate average salary by contribution assumption: employee only about $256,884 at 4% or $171,256 at 6%; with 50% employer match about $171,256 at 4% or $114,170 at 6%; with 100% employer match about $128,442 at 4% or $85,628 at 6%.
Group Insurance William Charles Ltd.-149---
20162159$29,033,073$1,477,100$9,290iApproximate average salary by contribution assumption: employee only about $232,248 at 4% or $154,832 at 6%; with 50% employer match about $154,832 at 4% or $103,222 at 6%; with 100% employer match about $116,124 at 4% or $77,416 at 6%.
William Charles Ltd. Employees 401K Plan-159$29,033,073$1,477,100$9,290iApproximate average salary by contribution assumption: employee only about $232,248 at 4% or $154,832 at 6%; with 50% employer match about $154,832 at 4% or $103,222 at 6%; with 100% employer match about $116,124 at 4% or $77,416 at 6%.
Group Insurance William Charles Ltd.-141---
20152143$23,300,609$1,609,987$11,259iApproximate average salary by contribution assumption: employee only about $281,466 at 4% or $187,644 at 6%; with 50% employer match about $187,644 at 4% or $125,096 at 6%; with 100% employer match about $140,733 at 4% or $93,822 at 6%.
William Charles Ltd. Employees 401K Plan-109$23,300,609$1,609,987$14,771iApproximate average salary by contribution assumption: employee only about $369,263 at 4% or $246,175 at 6%; with 50% employer match about $246,175 at 4% or $164,117 at 6%; with 100% employer match about $184,632 at 4% or $123,088 at 6%.
Group Insurance William Charles Ltd.-143---
20142133$24,912,166$782,291$5,882iApproximate average salary by contribution assumption: employee only about $147,047 at 4% or $98,031 at 6%; with 50% employer match about $98,031 at 4% or $65,354 at 6%; with 100% employer match about $73,524 at 4% or $49,016 at 6%.
William Charles Ltd. Employees 401K Plan-106$24,912,166$782,291$7,380iApproximate average salary by contribution assumption: employee only about $184,503 at 4% or $123,002 at 6%; with 50% employer match about $123,002 at 4% or $82,001 at 6%; with 100% employer match about $92,251 at 4% or $61,501 at 6%.
Group Insurance William Charles Ltd.-133---
20133141$26,286,087$786,635$5,579iApproximate average salary by contribution assumption: employee only about $139,474 at 4% or $92,983 at 6%; with 50% employer match about $92,983 at 4% or $61,989 at 6%; with 100% employer match about $69,737 at 4% or $46,491 at 6%.
William Charles Ltd. Employees 401K Plan-109$26,286,087$786,635$7,217iApproximate average salary by contribution assumption: employee only about $180,421 at 4% or $120,281 at 6%; with 50% employer match about $120,281 at 4% or $80,187 at 6%; with 100% employer match about $90,210 at 4% or $60,140 at 6%.
Group Insurance William Charles Ltd.-141---
William Charles Ltd. Long Term Disability Plan-87---
20123186$22,027,410$765,525$4,116iApproximate average salary by contribution assumption: employee only about $102,893 at 4% or $68,595 at 6%; with 50% employer match about $68,595 at 4% or $45,730 at 6%; with 100% employer match about $51,447 at 4% or $34,298 at 6%.
William Charles Ltd. Employees 401K Plan-124$22,027,410$765,525$6,174iApproximate average salary by contribution assumption: employee only about $154,340 at 4% or $102,893 at 6%; with 50% employer match about $102,893 at 4% or $68,595 at 6%; with 100% employer match about $77,170 at 4% or $51,447 at 6%.
Group Insurance William Charles Ltd.-186---
William Charles Ltd. Long Term Disability Plan-102---
20113177$20,291,661$1,008,340$5,697iApproximate average salary by contribution assumption: employee only about $142,421 at 4% or $94,947 at 6%; with 50% employer match about $94,947 at 4% or $63,298 at 6%; with 100% employer match about $71,210 at 4% or $47,474 at 6%.
William Charles Ltd. Employees 401K Plan-117$20,291,661$1,008,340$8,618iApproximate average salary by contribution assumption: employee only about $215,457 at 4% or $143,638 at 6%; with 50% employer match about $143,638 at 4% or $95,759 at 6%; with 100% employer match about $107,729 at 4% or $71,819 at 6%.
William Charles Ltd. Long Term Disability Plan-104---
Group Insurance William Charles Ltd.-177---
20103424$33,022,454$1,504,692$3,549iApproximate average salary by contribution assumption: employee only about $88,720 at 4% or $59,147 at 6%; with 50% employer match about $59,147 at 4% or $39,431 at 6%; with 100% employer match about $44,360 at 4% or $29,573 at 6%.
William Charles Ltd. Employees 401K Plan-299$33,022,454$1,504,692$5,032iApproximate average salary by contribution assumption: employee only about $125,810 at 4% or $83,874 at 6%; with 50% employer match about $83,874 at 4% or $55,916 at 6%; with 100% employer match about $62,905 at 4% or $41,937 at 6%.
Group Insurance William Charles Ltd.-424---
William Charles Ltd. Long Term Disability Plan-108---
20093427$31,612,706$2,341,586$5,484iApproximate average salary by contribution assumption: employee only about $137,095 at 4% or $91,397 at 6%; with 50% employer match about $91,397 at 4% or $60,931 at 6%; with 100% employer match about $68,548 at 4% or $45,698 at 6%.
William Charles Ltd. Employees 401K Plan-297$31,612,706$2,341,586$7,884iApproximate average salary by contribution assumption: employee only about $197,103 at 4% or $131,402 at 6%; with 50% employer match about $131,402 at 4% or $87,601 at 6%; with 100% employer match about $98,552 at 4% or $65,701 at 6%.
William Charles Ltd. Long Term Disability Plan-201---
Group Insurance William Charles Ltd.-427---
20083441$24,762,222$1,605,624$3,641iApproximate average salary by contribution assumption: employee only about $91,022 at 4% or $60,681 at 6%; with 50% employer match about $60,681 at 4% or $40,454 at 6%; with 100% employer match about $45,511 at 4% or $30,341 at 6%.
William Charles Ltd. Employees 401K Plan-287$24,762,222$1,605,624$5,595iApproximate average salary by contribution assumption: employee only about $139,863 at 4% or $93,242 at 6%; with 50% employer match about $93,242 at 4% or $62,161 at 6%; with 100% employer match about $69,931 at 4% or $46,621 at 6%.
William Charles Ltd. Long Term Disability Plan-192---
Group Insurance William Charles Ltd.-441---
20073435$35,530,261$2,116,318$4,865iApproximate average salary by contribution assumption: employee only about $121,627 at 4% or $81,085 at 6%; with 50% employer match about $81,085 at 4% or $54,057 at 6%; with 100% employer match about $60,814 at 4% or $40,542 at 6%.
William Charles Ltd. Employees 401K Plan-285$35,530,261$2,116,318$7,426iApproximate average salary by contribution assumption: employee only about $185,642 at 4% or $123,761 at 6%; with 50% employer match about $123,761 at 4% or $82,508 at 6%; with 100% employer match about $92,821 at 4% or $61,881 at 6%.
William Charles Ltd. Long Term Disability Plan-206---
Group Insurance William Charles Ltd.-435---
20063378$34,091,044$2,174,834$5,754iApproximate average salary by contribution assumption: employee only about $143,838 at 4% or $95,892 at 6%; with 50% employer match about $95,892 at 4% or $63,928 at 6%; with 100% employer match about $71,919 at 4% or $47,946 at 6%.
William Charles Ltd. Employees 401K Plan-241$34,091,044$2,174,834$9,024iApproximate average salary by contribution assumption: employee only about $225,605 at 4% or $150,403 at 6%; with 50% employer match about $150,403 at 4% or $100,269 at 6%; with 100% employer match about $112,803 at 4% or $75,202 at 6%.
William Charles Ltd. Long Term Disability Plan-197---
Group Insurance William Charles Ltd.-378---
20053288$31,186,127$1,598,992$5,552iApproximate average salary by contribution assumption: employee only about $138,801 at 4% or $92,534 at 6%; with 50% employer match about $92,534 at 4% or $61,690 at 6%; with 100% employer match about $69,401 at 4% or $46,267 at 6%.
William Charles Ltd. Employees 401K Plan-231$31,186,127$1,598,992$6,922iApproximate average salary by contribution assumption: employee only about $173,051 at 4% or $115,367 at 6%; with 50% employer match about $115,367 at 4% or $76,912 at 6%; with 100% employer match about $86,526 at 4% or $57,684 at 6%.
William Charles Ltd. Long Term Disability Plan-195---
Group Insurance William Charles Ltd.-288---
20043287$28,862,123$1,366,592$4,762iApproximate average salary by contribution assumption: employee only about $119,041 at 4% or $79,361 at 6%; with 50% employer match about $79,361 at 4% or $52,907 at 6%; with 100% employer match about $59,521 at 4% or $39,680 at 6%.
William Charles Ltd. Employees 401K Plan-222$28,862,123$1,366,592$6,156iApproximate average salary by contribution assumption: employee only about $153,895 at 4% or $102,597 at 6%; with 50% employer match about $102,597 at 4% or $68,398 at 6%; with 100% employer match about $76,948 at 4% or $51,298 at 6%.
William Charles Ltd. Long Term Disability Plan-188---
Group Insurance William Charles Ltd.-287---
20033295$25,546,187$1,696,985$5,752iApproximate average salary by contribution assumption: employee only about $143,812 at 4% or $95,875 at 6%; with 50% employer match about $95,875 at 4% or $63,917 at 6%; with 100% employer match about $71,906 at 4% or $47,937 at 6%.
William Charles Ltd. Employees 401K Plan-218$25,546,187$1,696,985$7,784iApproximate average salary by contribution assumption: employee only about $194,608 at 4% or $129,739 at 6%; with 50% employer match about $129,739 at 4% or $86,493 at 6%; with 100% employer match about $97,304 at 4% or $64,869 at 6%.
William Charles Ltd. Long Term Disability Plan-147---
Group Insurance William Charles Ltd.-295---
20023277$19,784,493$1,562,436$5,641iApproximate average salary by contribution assumption: employee only about $141,014 at 4% or $94,009 at 6%; with 50% employer match about $94,009 at 4% or $62,673 at 6%; with 100% employer match about $70,507 at 4% or $47,005 at 6%.
William Charles Ltd. Employees 401K Plan-197$19,784,493$1,562,436$7,931iApproximate average salary by contribution assumption: employee only about $198,279 at 4% or $132,186 at 6%; with 50% employer match about $132,186 at 4% or $88,124 at 6%; with 100% employer match about $99,139 at 4% or $66,093 at 6%.
William Charles Ltd. Long Term Disability Plan-137---
Group Insurance William Charles Ltd.-277---
20013336$24,009,291$1,140,058$3,393iApproximate average salary by contribution assumption: employee only about $84,826 at 4% or $56,550 at 6%; with 50% employer match about $56,550 at 4% or $37,700 at 6%; with 100% employer match about $42,413 at 4% or $28,275 at 6%.
William Charles Ltd. Employees 401K Plan-247$24,009,291$1,140,058$4,616iApproximate average salary by contribution assumption: employee only about $115,390 at 4% or $76,927 at 6%; with 50% employer match about $76,927 at 4% or $51,285 at 6%; with 100% employer match about $57,695 at 4% or $38,463 at 6%.
Group Insurance William Charles Ltd.-336---
William Charles Ltd. Long Term Disability Plan-169---
20003332$24,519,675$1,666,438$5,019iApproximate average salary by contribution assumption: employee only about $125,485 at 4% or $83,657 at 6%; with 50% employer match about $83,657 at 4% or $55,771 at 6%; with 100% employer match about $62,742 at 4% or $41,828 at 6%.
William Charles Ltd. Employees 401K Plan-255$24,519,675$1,666,438$6,535iApproximate average salary by contribution assumption: employee only about $163,376 at 4% or $108,918 at 6%; with 50% employer match about $108,918 at 4% or $72,612 at 6%; with 100% employer match about $81,688 at 4% or $54,459 at 6%.
Group Insurance William Charles Ltd.-332---
William Charles Ltd. Long Term Disability Plan-160---
19993317$24,452,985$1,626,228$5,130iApproximate average salary by contribution assumption: employee only about $128,251 at 4% or $85,501 at 6%; with 50% employer match about $85,501 at 4% or $57,001 at 6%; with 100% employer match about $64,126 at 4% or $42,750 at 6%.
William Charles Ltd. Employees 401K Plan-244$24,452,985$1,626,228$6,665iApproximate average salary by contribution assumption: employee only about $166,622 at 4% or $111,081 at 6%; with 50% employer match about $111,081 at 4% or $74,054 at 6%; with 100% employer match about $83,311 at 4% or $55,541 at 6%.
William Charles Ltd. Long Term Disability Plan-148---
Group Insurance William Charles Ltd.-317---