Civic Intelligence

Charlevoix Agency Inc.

Plan context: Charlevoix Agency Inc. Target Benefit Pension Plan & Trust

EIN 38-1854813 • Charlevoix, MI • 13 filings • 2 plans

112 Clinton StreetCharlevoix, MI 49720
Current Snapshot

Latest Year

2011

2011 Participants

5

2011 Assets

$1,104,460

2011 Contributions

$17,208

Historical Graphs

Total Assets Over Time

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

$1,104,460$552,230$0199920052010YearValue
$1,104,460Latest year 2010

Participants Over Time

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

530199920052010YearValue
5Latest year 2010

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
201110$0$0-
Charlevoix Agency Inc. Target Benefit Pension Plan & Trust-0$0$0-
201015$1,104,460$17,208$3,442iApproximate average salary by contribution assumption: employee only about $86,040 at 4% or $57,360 at 6%; with 50% employer match about $57,360 at 4% or $38,240 at 6%; with 100% employer match about $43,020 at 4% or $28,680 at 6%.
Charlevoix Agency Inc. Target Benefit Pension Plan & Trust-5$1,104,460$17,208$3,442iApproximate average salary by contribution assumption: employee only about $86,040 at 4% or $57,360 at 6%; with 50% employer match about $57,360 at 4% or $38,240 at 6%; with 100% employer match about $43,020 at 4% or $28,680 at 6%.
200915$1,012,266$115,154$23,031iApproximate average salary by contribution assumption: employee only about $575,770 at 4% or $383,847 at 6%; with 50% employer match about $383,847 at 4% or $255,898 at 6%; with 100% employer match about $287,885 at 4% or $191,923 at 6%.
Charlevoix Agency Inc. Target Benefit Pension Plan & Trust-5$1,012,266$115,154$23,031iApproximate average salary by contribution assumption: employee only about $575,770 at 4% or $383,847 at 6%; with 50% employer match about $383,847 at 4% or $255,898 at 6%; with 100% employer match about $287,885 at 4% or $191,923 at 6%.
200815$813,724$54,690$10,938iApproximate average salary by contribution assumption: employee only about $273,450 at 4% or $182,300 at 6%; with 50% employer match about $182,300 at 4% or $121,533 at 6%; with 100% employer match about $136,725 at 4% or $91,150 at 6%.
Charlevoix Agency Inc. Target Benefit Pension Plan & Trust-5$813,724$54,690$10,938iApproximate average salary by contribution assumption: employee only about $273,450 at 4% or $182,300 at 6%; with 50% employer match about $182,300 at 4% or $121,533 at 6%; with 100% employer match about $136,725 at 4% or $91,150 at 6%.
200714$983,738$52,201$13,050iApproximate average salary by contribution assumption: employee only about $326,256 at 4% or $217,504 at 6%; with 50% employer match about $217,504 at 4% or $145,003 at 6%; with 100% employer match about $163,128 at 4% or $108,752 at 6%.
Charlevoix Agency Inc. Target Benefit Pension Plan & Trust-4$983,738$52,201$13,050iApproximate average salary by contribution assumption: employee only about $326,256 at 4% or $217,504 at 6%; with 50% employer match about $217,504 at 4% or $145,003 at 6%; with 100% employer match about $163,128 at 4% or $108,752 at 6%.
200614$855,581$51,059$12,765iApproximate average salary by contribution assumption: employee only about $319,119 at 4% or $212,746 at 6%; with 50% employer match about $212,746 at 4% or $141,831 at 6%; with 100% employer match about $159,559 at 4% or $106,373 at 6%.
Charlevoix Agency Inc. Target Benefit Pension Plan & Trust-4$855,581$51,059$12,765iApproximate average salary by contribution assumption: employee only about $319,119 at 4% or $212,746 at 6%; with 50% employer match about $212,746 at 4% or $141,831 at 6%; with 100% employer match about $159,559 at 4% or $106,373 at 6%.
200514$672,504$48,890$12,223iApproximate average salary by contribution assumption: employee only about $305,563 at 4% or $203,708 at 6%; with 50% employer match about $203,708 at 4% or $135,806 at 6%; with 100% employer match about $152,781 at 4% or $101,854 at 6%.
Charlevoix Agency Inc. Target Benefit Pension Plan & Trust-4$672,504$48,890$12,223iApproximate average salary by contribution assumption: employee only about $305,563 at 4% or $203,708 at 6%; with 50% employer match about $203,708 at 4% or $135,806 at 6%; with 100% employer match about $152,781 at 4% or $101,854 at 6%.
200414$578,811$47,837$11,959iApproximate average salary by contribution assumption: employee only about $298,981 at 4% or $199,321 at 6%; with 50% employer match about $199,321 at 4% or $132,881 at 6%; with 100% employer match about $149,491 at 4% or $99,660 at 6%.
Charlevoix Agency Inc. Target Benefit Pension Plan & Trust-4$578,811$47,837$11,959iApproximate average salary by contribution assumption: employee only about $298,981 at 4% or $199,321 at 6%; with 50% employer match about $199,321 at 4% or $132,881 at 6%; with 100% employer match about $149,491 at 4% or $99,660 at 6%.
200314$468,534$46,339$11,585iApproximate average salary by contribution assumption: employee only about $289,619 at 4% or $193,079 at 6%; with 50% employer match about $193,079 at 4% or $128,719 at 6%; with 100% employer match about $144,809 at 4% or $96,540 at 6%.
Charlevoix Agency Inc. Target Benefit Pension Plan & Trust-4$468,534$46,339$11,585iApproximate average salary by contribution assumption: employee only about $289,619 at 4% or $193,079 at 6%; with 50% employer match about $193,079 at 4% or $128,719 at 6%; with 100% employer match about $144,809 at 4% or $96,540 at 6%.
200214$343,269$45,558$11,390iApproximate average salary by contribution assumption: employee only about $284,738 at 4% or $189,825 at 6%; with 50% employer match about $189,825 at 4% or $126,550 at 6%; with 100% employer match about $142,369 at 4% or $94,913 at 6%.
Charlevoix Agency Inc. Target Benefit Pension Plan & Trust-4$343,269$45,558$11,390iApproximate average salary by contribution assumption: employee only about $284,738 at 4% or $189,825 at 6%; with 50% employer match about $189,825 at 4% or $126,550 at 6%; with 100% employer match about $142,369 at 4% or $94,913 at 6%.
200114$378,524$34,916$8,729iApproximate average salary by contribution assumption: employee only about $218,225 at 4% or $145,483 at 6%; with 50% employer match about $145,483 at 4% or $96,989 at 6%; with 100% employer match about $109,113 at 4% or $72,742 at 6%.
Charlevoix Agency Inc. Target Benefit Pension Plan & Trust-4$378,524$34,916$8,729iApproximate average salary by contribution assumption: employee only about $218,225 at 4% or $145,483 at 6%; with 50% employer match about $145,483 at 4% or $96,989 at 6%; with 100% employer match about $109,113 at 4% or $72,742 at 6%.
200014$400,816$34,496$8,624iApproximate average salary by contribution assumption: employee only about $215,600 at 4% or $143,733 at 6%; with 50% employer match about $143,733 at 4% or $95,822 at 6%; with 100% employer match about $107,800 at 4% or $71,867 at 6%.
CHARLEVOIX AGENCY, INC. TARGET BENEFIT PENSION PLAN & TRUST-4$400,816$34,496$8,624iApproximate average salary by contribution assumption: employee only about $215,600 at 4% or $143,733 at 6%; with 50% employer match about $143,733 at 4% or $95,822 at 6%; with 100% employer match about $107,800 at 4% or $71,867 at 6%.
199913$280,693$28,748$9,583iApproximate average salary by contribution assumption: employee only about $239,567 at 4% or $159,711 at 6%; with 50% employer match about $159,711 at 4% or $106,474 at 6%; with 100% employer match about $119,783 at 4% or $79,856 at 6%.
Charlevoix Agency Inc. Target Benefit Pension Plan & Trust-3$280,693$28,748$9,583iApproximate average salary by contribution assumption: employee only about $239,567 at 4% or $159,711 at 6%; with 50% employer match about $159,711 at 4% or $106,474 at 6%; with 100% employer match about $119,783 at 4% or $79,856 at 6%.