Civic Intelligence

Charfoos & Christensen, P. C.

Plan context: Charfoos & Christensen PC. 401K Plan and Trust

EIN 38-1991597 • Royal Oak, MI • 21 filings • 2 plans

26622 Woodward AvenueSuite 100Royal Oak, MI 48067
Current Snapshot

Latest Year

2019

2019 Participants

9

2019 Assets

$2,455,057

2019 Contributions

$500

Historical Graphs

Total Assets Over Time

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

$5,315,212$2,657,606$0199920112018YearValue
$2,455,057Latest year 2018

Participants Over Time

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

30150199920092018YearValue
9Latest year 2018

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
201910$0$500-
Charfoos & Christensen PC. 401K Plan and Trust-0$0$500-
201819$2,455,057$25,600$2,844iApproximate average salary by contribution assumption: employee only about $71,111 at 4% or $47,407 at 6%; with 50% employer match about $47,407 at 4% or $31,605 at 6%; with 100% employer match about $35,556 at 4% or $23,704 at 6%.
Charfoos & Christensen PC. 401K Plan and Trust-9$2,455,057$25,600$2,844iApproximate average salary by contribution assumption: employee only about $71,111 at 4% or $47,407 at 6%; with 50% employer match about $47,407 at 4% or $31,605 at 6%; with 100% employer match about $35,556 at 4% or $23,704 at 6%.
2017110$2,621,478$18,400$1,840iApproximate average salary by contribution assumption: employee only about $46,000 at 4% or $30,667 at 6%; with 50% employer match about $30,667 at 4% or $20,444 at 6%; with 100% employer match about $23,000 at 4% or $15,333 at 6%.
Charfoos & Christensen PC. 401K Plan and Trust-10$2,621,478$18,400$1,840iApproximate average salary by contribution assumption: employee only about $46,000 at 4% or $30,667 at 6%; with 50% employer match about $30,667 at 4% or $20,444 at 6%; with 100% employer match about $23,000 at 4% or $15,333 at 6%.
2016110$2,292,637$23,945$2,395iApproximate average salary by contribution assumption: employee only about $59,863 at 4% or $39,908 at 6%; with 50% employer match about $39,908 at 4% or $26,606 at 6%; with 100% employer match about $29,931 at 4% or $19,954 at 6%.
Charfoos & Christensen PC. 401K Plan and Trust-10$2,292,637$23,945$2,395iApproximate average salary by contribution assumption: employee only about $59,863 at 4% or $39,908 at 6%; with 50% employer match about $39,908 at 4% or $26,606 at 6%; with 100% employer match about $29,931 at 4% or $19,954 at 6%.
2015111$3,507,146$32,386$2,944iApproximate average salary by contribution assumption: employee only about $73,605 at 4% or $49,070 at 6%; with 50% employer match about $49,070 at 4% or $32,713 at 6%; with 100% employer match about $36,802 at 4% or $24,535 at 6%.
Charfoos & Christensen PC. 401K Plan and Trust-11$3,507,146$32,386$2,944iApproximate average salary by contribution assumption: employee only about $73,605 at 4% or $49,070 at 6%; with 50% employer match about $49,070 at 4% or $32,713 at 6%; with 100% employer match about $36,802 at 4% or $24,535 at 6%.
2014116$5,315,212$49,894$3,118iApproximate average salary by contribution assumption: employee only about $77,959 at 4% or $51,973 at 6%; with 50% employer match about $51,973 at 4% or $34,649 at 6%; with 100% employer match about $38,980 at 4% or $25,986 at 6%.
Charfoos & Christensen PC. 401K Plan and Trust-16$5,315,212$49,894$3,118iApproximate average salary by contribution assumption: employee only about $77,959 at 4% or $51,973 at 6%; with 50% employer match about $51,973 at 4% or $34,649 at 6%; with 100% employer match about $38,980 at 4% or $25,986 at 6%.
2013117$5,007,122$47,478$2,793iApproximate average salary by contribution assumption: employee only about $69,821 at 4% or $46,547 at 6%; with 50% employer match about $46,547 at 4% or $31,031 at 6%; with 100% employer match about $34,910 at 4% or $23,274 at 6%.
Charfoos & Christensen PC. 401K Plan and Trust-17$5,007,122$47,478$2,793iApproximate average salary by contribution assumption: employee only about $69,821 at 4% or $46,547 at 6%; with 50% employer match about $46,547 at 4% or $31,031 at 6%; with 100% employer match about $34,910 at 4% or $23,274 at 6%.
2012117$3,944,522$43,366$2,551iApproximate average salary by contribution assumption: employee only about $63,774 at 4% or $42,516 at 6%; with 50% employer match about $42,516 at 4% or $28,344 at 6%; with 100% employer match about $31,887 at 4% or $21,258 at 6%.
Charfoos & Christensen PC. 401K Plan and Trust-17$3,944,522$43,366$2,551iApproximate average salary by contribution assumption: employee only about $63,774 at 4% or $42,516 at 6%; with 50% employer match about $42,516 at 4% or $28,344 at 6%; with 100% employer match about $31,887 at 4% or $21,258 at 6%.
2011117$3,458,805$40,700$2,394iApproximate average salary by contribution assumption: employee only about $59,853 at 4% or $39,902 at 6%; with 50% employer match about $39,902 at 4% or $26,601 at 6%; with 100% employer match about $29,926 at 4% or $19,951 at 6%.
Charfoos & Christensen PC. 401K Plan and Trust-17$3,458,805$40,700$2,394iApproximate average salary by contribution assumption: employee only about $59,853 at 4% or $39,902 at 6%; with 50% employer match about $39,902 at 4% or $26,601 at 6%; with 100% employer match about $29,926 at 4% or $19,951 at 6%.
2010117$3,500,798$40,766$2,398iApproximate average salary by contribution assumption: employee only about $59,950 at 4% or $39,967 at 6%; with 50% employer match about $39,967 at 4% or $26,644 at 6%; with 100% employer match about $29,975 at 4% or $19,983 at 6%.
Charfoos & Christensen PC. 401K Plan and Trust-17$3,500,798$40,766$2,398iApproximate average salary by contribution assumption: employee only about $59,950 at 4% or $39,967 at 6%; with 50% employer match about $39,967 at 4% or $26,644 at 6%; with 100% employer match about $29,975 at 4% or $19,983 at 6%.
2009118$3,137,163$60,579$3,366iApproximate average salary by contribution assumption: employee only about $84,138 at 4% or $56,092 at 6%; with 50% employer match about $56,092 at 4% or $37,394 at 6%; with 100% employer match about $42,069 at 4% or $28,046 at 6%.
Charfoos & Christensen PC. 401K Plan and Trust-18$3,137,163$60,579$3,366iApproximate average salary by contribution assumption: employee only about $84,138 at 4% or $56,092 at 6%; with 50% employer match about $56,092 at 4% or $37,394 at 6%; with 100% employer match about $42,069 at 4% or $28,046 at 6%.
2008112$0$0-
Charfoos & Christensen PC. 401K Plan and Trust-12---
2007114$4,782,828$70,324$5,023iApproximate average salary by contribution assumption: employee only about $125,579 at 4% or $83,719 at 6%; with 50% employer match about $83,719 at 4% or $55,813 at 6%; with 100% employer match about $62,789 at 4% or $41,860 at 6%.
Charfoos & Christensen PC. 401K Plan and Trust-14$4,782,828$70,324$5,023iApproximate average salary by contribution assumption: employee only about $125,579 at 4% or $83,719 at 6%; with 50% employer match about $83,719 at 4% or $55,813 at 6%; with 100% employer match about $62,789 at 4% or $41,860 at 6%.
2006117$4,471,163$56,330$3,314iApproximate average salary by contribution assumption: employee only about $82,838 at 4% or $55,225 at 6%; with 50% employer match about $55,225 at 4% or $36,817 at 6%; with 100% employer match about $41,419 at 4% or $27,613 at 6%.
Charfoos & Christensen PC. 401K Plan and Trust-17$4,471,163$56,330$3,314iApproximate average salary by contribution assumption: employee only about $82,838 at 4% or $55,225 at 6%; with 50% employer match about $55,225 at 4% or $36,817 at 6%; with 100% employer match about $41,419 at 4% or $27,613 at 6%.
2005127$3,976,787$141,727$5,249iApproximate average salary by contribution assumption: employee only about $131,229 at 4% or $87,486 at 6%; with 50% employer match about $87,486 at 4% or $58,324 at 6%; with 100% employer match about $65,614 at 4% or $43,743 at 6%.
Charfoos & Christensen PC. 401K Plan and Trust-27$3,976,787$141,727$5,249iApproximate average salary by contribution assumption: employee only about $131,229 at 4% or $87,486 at 6%; with 50% employer match about $87,486 at 4% or $58,324 at 6%; with 100% employer match about $65,614 at 4% or $43,743 at 6%.
2004130$3,685,252$170,621$5,687iApproximate average salary by contribution assumption: employee only about $142,184 at 4% or $94,789 at 6%; with 50% employer match about $94,789 at 4% or $63,193 at 6%; with 100% employer match about $71,092 at 4% or $47,395 at 6%.
Charfoos & Christensen PC. 401K Plan and Trust-30$3,685,252$170,621$5,687iApproximate average salary by contribution assumption: employee only about $142,184 at 4% or $94,789 at 6%; with 50% employer match about $94,789 at 4% or $63,193 at 6%; with 100% employer match about $71,092 at 4% or $47,395 at 6%.
2003130$3,660,342$421,095$14,037iApproximate average salary by contribution assumption: employee only about $350,913 at 4% or $233,942 at 6%; with 50% employer match about $233,942 at 4% or $155,961 at 6%; with 100% employer match about $175,456 at 4% or $116,971 at 6%.
Charfoos & Christensen PC. 401K Plan and Trust-30$3,660,342$421,095$14,037iApproximate average salary by contribution assumption: employee only about $350,913 at 4% or $233,942 at 6%; with 50% employer match about $233,942 at 4% or $155,961 at 6%; with 100% employer match about $175,456 at 4% or $116,971 at 6%.
2002125$0$0-
Charfoos & Christensen PC. 401K Plan and Trust-25---
2001125$0$0-
Charfoos & Christensen PC. 401K Plan and Trust-25---
2000120$0$0-
Charfoos & Christensen PC. 401K Plan and Trust-20---
1999122$2,877,533$155,898$7,086iApproximate average salary by contribution assumption: employee only about $177,157 at 4% or $118,105 at 6%; with 50% employer match about $118,105 at 4% or $78,736 at 6%; with 100% employer match about $88,578 at 4% or $59,052 at 6%.
Charfoos & Christensen PC. 401K Plan and Trust-22$2,877,533$155,898$7,086iApproximate average salary by contribution assumption: employee only about $177,157 at 4% or $118,105 at 6%; with 50% employer match about $118,105 at 4% or $78,736 at 6%; with 100% employer match about $88,578 at 4% or $59,052 at 6%.