Charms LP
Plan context: Charms Employees Retirement and Savings Plan
EIN 36-4119865 • 52 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
404
2024 Assets
$35,621,774
2024 Contributions
$3,302,094
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 404 | $35,621,774 | $3,302,094 | $8,174iApproximate average salary by contribution assumption: employee only about $204,338 at 4% or $136,225 at 6%; with 50% employer match about $136,225 at 4% or $90,817 at 6%; with 100% employer match about $102,169 at 4% or $68,113 at 6%. |
| Charms Employees Retirement and Savings Plan | - | 404 | $35,621,774 | $3,302,094 | $8,174iApproximate average salary by contribution assumption: employee only about $204,338 at 4% or $136,225 at 6%; with 50% employer match about $136,225 at 4% or $90,817 at 6%; with 100% employer match about $102,169 at 4% or $68,113 at 6%. |
| Charms Company Welfare Plan | - | 0 | - | - | - |
| 2023 | 2 | 581 | $33,963,526 | $2,790,454 | $4,803iApproximate average salary by contribution assumption: employee only about $120,071 at 4% or $80,047 at 6%; with 50% employer match about $80,047 at 4% or $53,365 at 6%; with 100% employer match about $60,036 at 4% or $40,024 at 6%. |
| Charms Employees Retirement and Savings Plan | - | 459 | $33,963,526 | $2,790,454 | $6,079iApproximate average salary by contribution assumption: employee only about $151,986 at 4% or $101,324 at 6%; with 50% employer match about $101,324 at 4% or $67,549 at 6%; with 100% employer match about $75,993 at 4% or $50,662 at 6%. |
| Charms Company Welfare Plan | - | 581 | - | - | - |
| 2022 | 2 | 511 | $30,323,399 | $2,352,235 | $4,603iApproximate average salary by contribution assumption: employee only about $115,080 at 4% or $76,720 at 6%; with 50% employer match about $76,720 at 4% or $51,147 at 6%; with 100% employer match about $57,540 at 4% or $38,360 at 6%. |
| Charms Employees Retirement and Savings Plan | - | 392 | $30,323,399 | $2,352,235 | $6,001iApproximate average salary by contribution assumption: employee only about $150,015 at 4% or $100,010 at 6%; with 50% employer match about $100,010 at 4% or $66,673 at 6%; with 100% employer match about $75,007 at 4% or $50,005 at 6%. |
| Charms Company Welfare Plan | - | 511 | - | - | - |
| 2021 | 2 | 426 | $32,236,957 | $2,140,901 | $5,026iApproximate average salary by contribution assumption: employee only about $125,640 at 4% or $83,760 at 6%; with 50% employer match about $83,760 at 4% or $55,840 at 6%; with 100% employer match about $62,820 at 4% or $41,880 at 6%. |
| Charms Employees Retirement and Savings Plan | - | 309 | $32,236,957 | $2,140,901 | $6,928iApproximate average salary by contribution assumption: employee only about $173,212 at 4% or $115,475 at 6%; with 50% employer match about $115,475 at 4% or $76,983 at 6%; with 100% employer match about $86,606 at 4% or $57,737 at 6%. |
| Charms Company Welfare Plan | - | 426 | - | - | - |
| 2020 | 2 | 415 | $29,794,451 | $1,851,960 | $4,463iApproximate average salary by contribution assumption: employee only about $111,564 at 4% or $74,376 at 6%; with 50% employer match about $74,376 at 4% or $49,584 at 6%; with 100% employer match about $55,782 at 4% or $37,188 at 6%. |
| Charms Employees Retirement and Savings Plan | - | 303 | $29,794,451 | $1,851,960 | $6,112iApproximate average salary by contribution assumption: employee only about $152,802 at 4% or $101,868 at 6%; with 50% employer match about $101,868 at 4% or $67,912 at 6%; with 100% employer match about $76,401 at 4% or $50,934 at 6%. |
| Charms Company Welfare Plan | - | 415 | - | - | - |
| 2019 | 2 | 401 | $26,587,396 | $1,840,151 | $4,589iApproximate average salary by contribution assumption: employee only about $114,723 at 4% or $76,482 at 6%; with 50% employer match about $76,482 at 4% or $50,988 at 6%; with 100% employer match about $57,361 at 4% or $38,241 at 6%. |
| Charms Employees Retirement and Savings Plan | - | 301 | $26,587,396 | $1,840,151 | $6,113iApproximate average salary by contribution assumption: employee only about $152,836 at 4% or $101,891 at 6%; with 50% employer match about $101,891 at 4% or $67,927 at 6%; with 100% employer match about $76,418 at 4% or $50,945 at 6%. |
| Charms Company Welfare Plan | - | 401 | - | - | - |
| 2018 | 2 | 400 | $24,294,184 | $1,691,920 | $4,230iApproximate average salary by contribution assumption: employee only about $105,745 at 4% or $70,497 at 6%; with 50% employer match about $70,497 at 4% or $46,998 at 6%; with 100% employer match about $52,873 at 4% or $35,248 at 6%. |
| Charms Employees Retirement and Savings Plan | - | 294 | $24,294,184 | $1,691,920 | $5,755iApproximate average salary by contribution assumption: employee only about $143,871 at 4% or $95,914 at 6%; with 50% employer match about $95,914 at 4% or $63,943 at 6%; with 100% employer match about $71,935 at 4% or $47,957 at 6%. |
| Charms Company Welfare Plan | - | 400 | - | - | - |
| 2017 | 2 | 289 | $23,980,066 | $1,596,889 | $5,526iApproximate average salary by contribution assumption: employee only about $138,139 at 4% or $92,093 at 6%; with 50% employer match about $92,093 at 4% or $61,395 at 6%; with 100% employer match about $69,070 at 4% or $46,046 at 6%. |
| Charms Employees Retirement and Savings Plan | - | 289 | $23,980,066 | $1,596,889 | $5,526iApproximate average salary by contribution assumption: employee only about $138,139 at 4% or $92,093 at 6%; with 50% employer match about $92,093 at 4% or $61,395 at 6%; with 100% employer match about $69,070 at 4% or $46,046 at 6%. |
| Charms Company Welfare Plan | - | 0 | - | - | - |
| 2016 | 2 | 397 | $21,988,420 | $1,391,828 | $3,506iApproximate average salary by contribution assumption: employee only about $87,647 at 4% or $58,431 at 6%; with 50% employer match about $58,431 at 4% or $38,954 at 6%; with 100% employer match about $43,823 at 4% or $29,216 at 6%. |
| Charms Employees Retirement and Savings Plan | - | 281 | $21,988,420 | $1,391,828 | $4,953iApproximate average salary by contribution assumption: employee only about $123,828 at 4% or $82,552 at 6%; with 50% employer match about $82,552 at 4% or $55,035 at 6%; with 100% employer match about $61,914 at 4% or $41,276 at 6%. |
| Charms Company Welfare Plan | - | 397 | - | - | - |
| 2015 | 2 | 407 | $21,065,751 | $1,423,559 | $3,498iApproximate average salary by contribution assumption: employee only about $87,442 at 4% or $58,295 at 6%; with 50% employer match about $58,295 at 4% or $38,863 at 6%; with 100% employer match about $43,721 at 4% or $29,147 at 6%. |
| Charms Employees Retirement and Savings Plan | - | 282 | $21,065,751 | $1,423,559 | $5,048iApproximate average salary by contribution assumption: employee only about $126,202 at 4% or $84,135 at 6%; with 50% employer match about $84,135 at 4% or $56,090 at 6%; with 100% employer match about $63,101 at 4% or $42,067 at 6%. |
| Charms Company Welfare Plan | - | 407 | - | - | - |
| 2014 | 2 | 407 | $20,429,583 | $1,342,855 | $3,299iApproximate average salary by contribution assumption: employee only about $82,485 at 4% or $54,990 at 6%; with 50% employer match about $54,990 at 4% or $36,660 at 6%; with 100% employer match about $41,242 at 4% or $27,495 at 6%. |
| Charms Employees Retirement and Savings Plan | - | 289 | $20,429,583 | $1,342,855 | $4,647iApproximate average salary by contribution assumption: employee only about $116,164 at 4% or $77,443 at 6%; with 50% employer match about $77,443 at 4% or $51,628 at 6%; with 100% employer match about $58,082 at 4% or $38,721 at 6%. |
| Charms Company Welfare Plan | - | 407 | - | - | - |
| 2013 | 2 | 411 | $19,541,039 | $1,226,421 | $2,984iApproximate average salary by contribution assumption: employee only about $74,600 at 4% or $49,733 at 6%; with 50% employer match about $49,733 at 4% or $33,155 at 6%; with 100% employer match about $37,300 at 4% or $24,867 at 6%. |
| Charms Employees Retirement and Savings Plan | - | 289 | $19,541,039 | $1,226,421 | $4,244iApproximate average salary by contribution assumption: employee only about $106,092 at 4% or $70,728 at 6%; with 50% employer match about $70,728 at 4% or $47,152 at 6%; with 100% employer match about $53,046 at 4% or $35,364 at 6%. |
| Charms Company Welfare Plan | - | 411 | - | - | - |
| 2012 | 2 | 414 | $17,645,599 | $1,256,385 | $3,035iApproximate average salary by contribution assumption: employee only about $75,869 at 4% or $50,579 at 6%; with 50% employer match about $50,579 at 4% or $33,719 at 6%; with 100% employer match about $37,934 at 4% or $25,290 at 6%. |
| Charms Employees Retirement and Savings Plan | - | 284 | $17,645,599 | $1,256,385 | $4,424iApproximate average salary by contribution assumption: employee only about $110,597 at 4% or $73,732 at 6%; with 50% employer match about $73,732 at 4% or $49,154 at 6%; with 100% employer match about $55,299 at 4% or $36,866 at 6%. |
| Charms Company Welfare Plan | - | 414 | - | - | - |
| 2011 | 2 | 428 | $16,770,478 | $1,168,868 | $2,731iApproximate average salary by contribution assumption: employee only about $68,275 at 4% or $45,517 at 6%; with 50% employer match about $45,517 at 4% or $30,344 at 6%; with 100% employer match about $34,138 at 4% or $22,758 at 6%. |
| Charms Employees Retirement and Savings Plan | - | 291 | $16,770,478 | $1,168,868 | $4,017iApproximate average salary by contribution assumption: employee only about $100,418 at 4% or $66,945 at 6%; with 50% employer match about $66,945 at 4% or $44,630 at 6%; with 100% employer match about $50,209 at 4% or $33,473 at 6%. |
| Charms Company Welfare Plan | - | 428 | - | - | - |
| 2010 | 2 | 300 | $16,267,313 | $1,217,429 | $4,058iApproximate average salary by contribution assumption: employee only about $101,452 at 4% or $67,635 at 6%; with 50% employer match about $67,635 at 4% or $45,090 at 6%; with 100% employer match about $50,726 at 4% or $33,817 at 6%. |
| Charms Employees Retirement and Savings Plan | - | 300 | $16,267,313 | $1,217,429 | $4,058iApproximate average salary by contribution assumption: employee only about $101,452 at 4% or $67,635 at 6%; with 50% employer match about $67,635 at 4% or $45,090 at 6%; with 100% employer match about $50,726 at 4% or $33,817 at 6%. |
| Charms Company Welfare Plan | - | 277 | - | - | - |
| 2009 | 2 | 423 | $14,840,751 | $1,175,713 | $2,779iApproximate average salary by contribution assumption: employee only about $69,487 at 4% or $46,324 at 6%; with 50% employer match about $46,324 at 4% or $30,883 at 6%; with 100% employer match about $34,743 at 4% or $23,162 at 6%. |
| Charms Employees Retirement and Savings Plan | - | 279 | $14,840,751 | $1,175,713 | $4,214iApproximate average salary by contribution assumption: employee only about $105,351 at 4% or $70,234 at 6%; with 50% employer match about $70,234 at 4% or $46,823 at 6%; with 100% employer match about $52,675 at 4% or $35,117 at 6%. |
| Charms Company Welfare Plan | - | 423 | - | - | - |
| 2008 | 2 | 425 | $13,086,075 | $4,379,754 | $10,305iApproximate average salary by contribution assumption: employee only about $257,633 at 4% or $171,755 at 6%; with 50% employer match about $171,755 at 4% or $114,503 at 6%; with 100% employer match about $128,816 at 4% or $85,878 at 6%. |
| Charms Employees Retirement and Savings Plan | - | 282 | $13,086,075 | $1,011,044 | $3,585iApproximate average salary by contribution assumption: employee only about $89,632 at 4% or $59,754 at 6%; with 50% employer match about $59,754 at 4% or $39,836 at 6%; with 100% employer match about $44,816 at 4% or $29,877 at 6%. |
| Charms Company Welfare Plan | - | 425 | - | $3,368,710 | $7,926iApproximate average salary by contribution assumption: employee only about $198,159 at 4% or $132,106 at 6%; with 50% employer match about $132,106 at 4% or $88,071 at 6%; with 100% employer match about $99,080 at 4% or $66,053 at 6%. |
| 2007 | 2 | 429 | $15,295,321 | $5,136,556 | $11,973iApproximate average salary by contribution assumption: employee only about $299,333 at 4% or $199,555 at 6%; with 50% employer match about $199,555 at 4% or $133,037 at 6%; with 100% employer match about $149,667 at 4% or $99,778 at 6%. |
| Charms Employees Retirement and Savings Plan | - | 262 | $14,376,676 | $967,929 | $3,694iApproximate average salary by contribution assumption: employee only about $92,360 at 4% or $61,573 at 6%; with 50% employer match about $61,573 at 4% or $41,049 at 6%; with 100% employer match about $46,180 at 4% or $30,787 at 6%. |
| Charms Company Welfare Plan | - | 429 | $918,645 | $4,168,627 | $9,717iApproximate average salary by contribution assumption: employee only about $242,927 at 4% or $161,951 at 6%; with 50% employer match about $161,951 at 4% or $107,968 at 6%; with 100% employer match about $121,463 at 4% or $80,976 at 6%. |
| 2006 | 2 | 430 | $14,852,035 | $5,191,997 | $12,074iApproximate average salary by contribution assumption: employee only about $301,860 at 4% or $201,240 at 6%; with 50% employer match about $201,240 at 4% or $134,160 at 6%; with 100% employer match about $150,930 at 4% or $100,620 at 6%. |
| Charms Employees Retirement and Savings Plan | - | 272 | $13,933,734 | $914,277 | $3,361iApproximate average salary by contribution assumption: employee only about $84,033 at 4% or $56,022 at 6%; with 50% employer match about $56,022 at 4% or $37,348 at 6%; with 100% employer match about $42,016 at 4% or $28,011 at 6%. |
| Charms Company Welfare Plan | - | 430 | $918,301 | $4,277,720 | $9,948iApproximate average salary by contribution assumption: employee only about $248,705 at 4% or $165,803 at 6%; with 50% employer match about $165,803 at 4% or $110,535 at 6%; with 100% employer match about $124,352 at 4% or $82,902 at 6%. |
| 2005 | 2 | 431 | $13,801,206 | $4,959,847 | $11,508iApproximate average salary by contribution assumption: employee only about $287,694 at 4% or $191,796 at 6%; with 50% employer match about $191,796 at 4% or $127,864 at 6%; with 100% employer match about $143,847 at 4% or $95,898 at 6%. |
| Charms Employees Retirement and Savings Plan | - | 293 | $12,780,283 | $1,061,880 | $3,624iApproximate average salary by contribution assumption: employee only about $90,604 at 4% or $60,403 at 6%; with 50% employer match about $60,403 at 4% or $40,268 at 6%; with 100% employer match about $45,302 at 4% or $30,201 at 6%. |
| Charms Company Welfare Plan | - | 431 | $1,020,923 | $3,897,967 | $9,044iApproximate average salary by contribution assumption: employee only about $226,100 at 4% or $150,733 at 6%; with 50% employer match about $150,733 at 4% or $100,489 at 6%; with 100% employer match about $113,050 at 4% or $75,367 at 6%. |
| 2004 | 2 | 433 | $14,063,782 | $5,042,999 | $11,647iApproximate average salary by contribution assumption: employee only about $291,166 at 4% or $194,111 at 6%; with 50% employer match about $194,111 at 4% or $129,407 at 6%; with 100% employer match about $145,583 at 4% or $97,055 at 6%. |
| Charms Employees Retirement and Savings Plan | - | 313 | $13,202,613 | $1,073,700 | $3,430iApproximate average salary by contribution assumption: employee only about $85,759 at 4% or $57,173 at 6%; with 50% employer match about $57,173 at 4% or $38,115 at 6%; with 100% employer match about $42,879 at 4% or $28,586 at 6%. |
| Charms Company Welfare Plan | - | 433 | $861,169 | $3,969,299 | $9,167iApproximate average salary by contribution assumption: employee only about $229,174 at 4% or $152,783 at 6%; with 50% employer match about $152,783 at 4% or $101,855 at 6%; with 100% employer match about $114,587 at 4% or $76,391 at 6%. |
| 2003 | 2 | 454 | $12,522,570 | $4,855,850 | $10,696iApproximate average salary by contribution assumption: employee only about $267,393 at 4% or $178,262 at 6%; with 50% employer match about $178,262 at 4% or $118,841 at 6%; with 100% employer match about $133,696 at 4% or $89,131 at 6%. |
| Charms Employees Retirement and Savings Plan | - | 322 | $11,747,284 | $1,046,317 | $3,249iApproximate average salary by contribution assumption: employee only about $81,236 at 4% or $54,157 at 6%; with 50% employer match about $54,157 at 4% or $36,105 at 6%; with 100% employer match about $40,618 at 4% or $27,079 at 6%. |
| Charms Company Welfare Plan | - | 454 | $775,286 | $3,809,533 | $8,391iApproximate average salary by contribution assumption: employee only about $209,776 at 4% or $139,851 at 6%; with 50% employer match about $139,851 at 4% or $93,234 at 6%; with 100% employer match about $104,888 at 4% or $69,925 at 6%. |
| 2002 | 2 | 432 | $10,433,121 | $3,799,172 | $8,794iApproximate average salary by contribution assumption: employee only about $219,859 at 4% or $146,573 at 6%; with 50% employer match about $146,573 at 4% or $97,715 at 6%; with 100% employer match about $109,930 at 4% or $73,286 at 6%. |
| Charms Employees Retirement and Savings Plan | - | 293 | $10,041,926 | $1,015,946 | $3,467iApproximate average salary by contribution assumption: employee only about $86,685 at 4% or $57,790 at 6%; with 50% employer match about $57,790 at 4% or $38,527 at 6%; with 100% employer match about $43,342 at 4% or $28,895 at 6%. |
| Charms Company Welfare Plan | - | 432 | $391,195 | $2,783,226 | $6,443iApproximate average salary by contribution assumption: employee only about $161,066 at 4% or $107,378 at 6%; with 50% employer match about $107,378 at 4% or $71,585 at 6%; with 100% employer match about $80,533 at 4% or $53,689 at 6%. |
| 2001 | 2 | 435 | $10,929,177 | $3,597,288 | $8,270iApproximate average salary by contribution assumption: employee only about $206,741 at 4% or $137,827 at 6%; with 50% employer match about $137,827 at 4% or $91,885 at 6%; with 100% employer match about $103,370 at 4% or $68,914 at 6%. |
| Charms Employees Retirement and Savings Plan | - | 340 | $10,318,332 | $1,094,718 | $3,220iApproximate average salary by contribution assumption: employee only about $80,494 at 4% or $53,663 at 6%; with 50% employer match about $53,663 at 4% or $35,775 at 6%; with 100% employer match about $40,247 at 4% or $26,831 at 6%. |
| Charms Company Welfare Plan | - | 435 | $610,845 | $2,502,570 | $5,753iApproximate average salary by contribution assumption: employee only about $143,826 at 4% or $95,884 at 6%; with 50% employer match about $95,884 at 4% or $63,923 at 6%; with 100% employer match about $71,913 at 4% or $47,942 at 6%. |
| 2000 | 2 | 336 | $10,576,007 | $2,947,809 | $8,773iApproximate average salary by contribution assumption: employee only about $219,331 at 4% or $146,221 at 6%; with 50% employer match about $146,221 at 4% or $97,480 at 6%; with 100% employer match about $109,666 at 4% or $73,110 at 6%. |
| Charms Employees Retirement and Savings Plan | - | 336 | $10,060,800 | $1,006,188 | $2,995iApproximate average salary by contribution assumption: employee only about $74,865 at 4% or $49,910 at 6%; with 50% employer match about $49,910 at 4% or $33,273 at 6%; with 100% employer match about $37,433 at 4% or $24,955 at 6%. |
| Charms Company Welfare Plan | - | 304 | $515,207 | $1,941,621 | $6,387iApproximate average salary by contribution assumption: employee only about $159,673 at 4% or $106,449 at 6%; with 50% employer match about $106,449 at 4% or $70,966 at 6%; with 100% employer match about $79,836 at 4% or $53,224 at 6%. |
| 1999 | 2 | 346 | $10,449,106 | $2,418,292 | $6,989iApproximate average salary by contribution assumption: employee only about $174,732 at 4% or $116,488 at 6%; with 50% employer match about $116,488 at 4% or $77,659 at 6%; with 100% employer match about $87,366 at 4% or $58,244 at 6%. |
| Charms Employees Retirement and Savings Plan | - | 311 | $10,007,631 | $1,002,070 | $3,222iApproximate average salary by contribution assumption: employee only about $80,552 at 4% or $53,702 at 6%; with 50% employer match about $53,702 at 4% or $35,801 at 6%; with 100% employer match about $40,276 at 4% or $26,851 at 6%. |
| Charms Company Welfare Plan | - | 346 | $441,475 | $1,416,222 | $4,093iApproximate average salary by contribution assumption: employee only about $102,328 at 4% or $68,219 at 6%; with 50% employer match about $68,219 at 4% or $45,479 at 6%; with 100% employer match about $51,164 at 4% or $34,109 at 6%. |