Sperry and Bowman
Plan context: Delaware Charter Guaranty and Trust Profit Sharing Plan
EIN 38-2512204 • South Haven, MI • 19 filings • 5 plans
Current Snapshot
Latest Year
2019
2019 Participants
1
2019 Assets
$332,518
2019 Contributions
$14,594
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 1 | $332,518 | $0 | - |
| Delaware Charter Guaranty and Trust Profit Sharing Plan | - | 1 | $332,518 | - | - |
| 2018 | 1 | 1 | $286,473 | $0 | - |
| Delaware Charter Guaranty and Trust Profit Sharing Plan | - | 1 | $286,473 | - | - |
| 2017 | 1 | 1 | $296,972 | $0 | - |
| Delaware Charter Guaranty and Trust Profit Sharing Plan | - | 1 | $296,972 | - | - |
| 2016 | 1 | 1 | $275,877 | $0 | - |
| Delaware Charter Guaranty and Trust Profit Sharing Plan | - | 1 | $275,877 | - | - |
| 2015 | 1 | 1 | $249,800 | $0 | - |
| Delaware Charter Guaranty and Trust Profit Sharing Plan | - | 1 | $249,800 | - | - |
| 2014 | 1 | 1 | $249,987 | $0 | - |
| Delaware Charter Guaranty and Trust Profit Sharing Plan | - | 1 | $249,987 | - | - |
| 2013 | 1 | 1 | $236,696 | $0 | - |
| Delaware Charter Guaranty and Trust Profit Sharing Plan | - | 1 | $236,696 | - | - |
| 2012 | 1 | 1 | $208,035 | $0 | - |
| Delaware Charter Guaranty and Trust Profit Sharing Plan | - | 1 | $208,035 | - | - |
| 2011 | 1 | 1 | $197,708 | $0 | - |
| Delaware Charter Guaranty and Trust Profit Sharing Plan | - | 1 | $197,708 | - | - |
| 2010 | 1 | 1 | $176,564 | $0 | - |
| Delaware Charter Guaranty and Trust Profit Sharing Plan | - | 1 | $176,564 | - | - |
| 2009 | 2 | 1 | $189,016 | $0 | - |
| Delaware Charter Guaranty and Trust Profit Sharing Plan | - | 1 | $189,016 | - | - |
| Delaware Charter Guaranty and Trust Profit Sharing Plan | - | 0 | - | - | - |
| 2006 | 1 | 3 | $576,716 | $14,594 | $4,865iApproximate average salary by contribution assumption: employee only about $121,617 at 4% or $81,078 at 6%; with 50% employer match about $81,078 at 4% or $54,052 at 6%; with 100% employer match about $60,808 at 4% or $40,539 at 6%. |
| Delaware Charter Guaranty and Trust Profit Sharing Plan | - | 3 | $576,716 | $14,594 | $4,865iApproximate average salary by contribution assumption: employee only about $121,617 at 4% or $81,078 at 6%; with 50% employer match about $81,078 at 4% or $54,052 at 6%; with 100% employer match about $60,808 at 4% or $40,539 at 6%. |
| 2005 | 1 | 3 | $515,287 | $16,055 | $5,352iApproximate average salary by contribution assumption: employee only about $133,792 at 4% or $89,194 at 6%; with 50% employer match about $89,194 at 4% or $59,463 at 6%; with 100% employer match about $66,896 at 4% or $44,597 at 6%. |
| Delaware Charter Guaranty and Trust Profit Sharing Plan | - | 3 | $515,287 | $16,055 | $5,352iApproximate average salary by contribution assumption: employee only about $133,792 at 4% or $89,194 at 6%; with 50% employer match about $89,194 at 4% or $59,463 at 6%; with 100% employer match about $66,896 at 4% or $44,597 at 6%. |
| 2004 | 1 | 3 | $478,700 | $17,763 | $5,921iApproximate average salary by contribution assumption: employee only about $148,025 at 4% or $98,683 at 6%; with 50% employer match about $98,683 at 4% or $65,789 at 6%; with 100% employer match about $74,013 at 4% or $49,342 at 6%. |
| Delaware Charter Guaranty and Trust Profit Sharing Plan | - | 3 | $478,700 | $17,763 | $5,921iApproximate average salary by contribution assumption: employee only about $148,025 at 4% or $98,683 at 6%; with 50% employer match about $98,683 at 4% or $65,789 at 6%; with 100% employer match about $74,013 at 4% or $49,342 at 6%. |
| 2003 | 1 | 3 | $428,081 | $18,037 | $6,012iApproximate average salary by contribution assumption: employee only about $150,308 at 4% or $100,206 at 6%; with 50% employer match about $100,206 at 4% or $66,804 at 6%; with 100% employer match about $75,154 at 4% or $50,103 at 6%. |
| Delaware Charter Guaranty and Trust Profit Sharing Plan | - | 3 | $428,081 | $18,037 | $6,012iApproximate average salary by contribution assumption: employee only about $150,308 at 4% or $100,206 at 6%; with 50% employer match about $100,206 at 4% or $66,804 at 6%; with 100% employer match about $75,154 at 4% or $50,103 at 6%. |
| 2002 | 1 | 3 | $323,914 | $19,153 | $6,384iApproximate average salary by contribution assumption: employee only about $159,608 at 4% or $106,406 at 6%; with 50% employer match about $106,406 at 4% or $70,937 at 6%; with 100% employer match about $79,804 at 4% or $53,203 at 6%. |
| Delaware Charter Guaranty and Trust Profit Sharing Plan | - | 3 | $323,914 | $19,153 | $6,384iApproximate average salary by contribution assumption: employee only about $159,608 at 4% or $106,406 at 6%; with 50% employer match about $106,406 at 4% or $70,937 at 6%; with 100% employer match about $79,804 at 4% or $53,203 at 6%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| Delaware Charter Guaranty and Trust Profit Sharing Plan | - | 4 | - | - | - |
| 2000 | 1 | 4 | $0 | $0 | - |
| Delaware Charter Guaranty and Trust Profit Sharing Plan | - | 4 | - | - | - |