Civic Intelligence

The Charlton Group Inc.

Plan context: The Charlton Group Inc. Retirement Savings Plan

EIN 39-1596066 • 19 filings • 4 plans

Current Snapshot

Latest Year

2010

2010 Participants

771

2010 Assets

$3,097,794

2010 Contributions

$147,053

Historical Graphs

Total Assets Over Time

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

$3,097,794$1,548,897$0199920042009YearValue
$3,097,794Latest year 2009

Participants Over Time

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

1,1195600199920042009YearValue
771Latest year 2009

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
201020$0$147,053-
The Charlton Group Inc. Health and Welfare Benefit Plan-0---
The Charlton Group Inc. Retirement Savings Plan-0-$147,053-
20092771$3,097,794$536,157$695iApproximate average salary by contribution assumption: employee only about $17,385 at 4% or $11,590 at 6%; with 50% employer match about $11,590 at 4% or $7,727 at 6%; with 100% employer match about $8,693 at 4% or $5,795 at 6%.
The Charlton Group Inc. Retirement Savings Plan-771$3,097,794$536,157$695iApproximate average salary by contribution assumption: employee only about $17,385 at 4% or $11,590 at 6%; with 50% employer match about $11,590 at 4% or $7,727 at 6%; with 100% employer match about $8,693 at 4% or $5,795 at 6%.
The Charlton Group Inc. Health and Welfare Benefit Plan-214---
200821,117$2,736,335$987,527$884iApproximate average salary by contribution assumption: employee only about $22,102 at 4% or $14,735 at 6%; with 50% employer match about $14,735 at 4% or $9,823 at 6%; with 100% employer match about $11,051 at 4% or $7,367 at 6%.
The Charlton Group Inc. Retirement Savings Plan-1,117$2,736,335$987,527$884iApproximate average salary by contribution assumption: employee only about $22,102 at 4% or $14,735 at 6%; with 50% employer match about $14,735 at 4% or $9,823 at 6%; with 100% employer match about $11,051 at 4% or $7,367 at 6%.
The Charlton Group Inc. Health and Welfare Benefit Plan-589---
200721,119$3,056,942$824,062$736iApproximate average salary by contribution assumption: employee only about $18,411 at 4% or $12,274 at 6%; with 50% employer match about $12,274 at 4% or $8,183 at 6%; with 100% employer match about $9,205 at 4% or $6,137 at 6%.
The Charlton Group Inc. Retirement Savings Plan-1,119$3,056,942$824,062$736iApproximate average salary by contribution assumption: employee only about $18,411 at 4% or $12,274 at 6%; with 50% employer match about $12,274 at 4% or $8,183 at 6%; with 100% employer match about $9,205 at 4% or $6,137 at 6%.
The Charlton Group Inc. Health and Welfare Benefit Plan-659---
200621,063$2,459,146$670,065$630iApproximate average salary by contribution assumption: employee only about $15,759 at 4% or $10,506 at 6%; with 50% employer match about $10,506 at 4% or $7,004 at 6%; with 100% employer match about $7,879 at 4% or $5,253 at 6%.
The Charlton Group Inc. Retirement Savings Plan-1,063$2,459,146$670,065$630iApproximate average salary by contribution assumption: employee only about $15,759 at 4% or $10,506 at 6%; with 50% employer match about $10,506 at 4% or $7,004 at 6%; with 100% employer match about $7,879 at 4% or $5,253 at 6%.
The Charlton Group Inc. Health and Welfare Benefit Plan-536---
200521,003$1,786,170$611,531$610iApproximate average salary by contribution assumption: employee only about $15,243 at 4% or $10,162 at 6%; with 50% employer match about $10,162 at 4% or $6,774 at 6%; with 100% employer match about $7,621 at 4% or $5,081 at 6%.
The Charlton Group Inc. Retirement Savings Plan-1,003$1,786,170$611,531$610iApproximate average salary by contribution assumption: employee only about $15,243 at 4% or $10,162 at 6%; with 50% employer match about $10,162 at 4% or $6,774 at 6%; with 100% employer match about $7,621 at 4% or $5,081 at 6%.
The Charlton Group Inc. Health and Welfare Benefit Plan-459---
20042510$1,221,654$399,563$783iApproximate average salary by contribution assumption: employee only about $19,586 at 4% or $13,058 at 6%; with 50% employer match about $13,058 at 4% or $8,705 at 6%; with 100% employer match about $9,793 at 4% or $6,529 at 6%.
The Charlton Group Inc. Retirement Savings Plan-510$1,221,654$399,563$783iApproximate average salary by contribution assumption: employee only about $19,586 at 4% or $13,058 at 6%; with 50% employer match about $13,058 at 4% or $8,705 at 6%; with 100% employer match about $9,793 at 4% or $6,529 at 6%.
The Charlton Group Inc. Health and Welfare Benefit Plan-388---
20031517$834,720$289,299$560iApproximate average salary by contribution assumption: employee only about $13,989 at 4% or $9,326 at 6%; with 50% employer match about $9,326 at 4% or $6,217 at 6%; with 100% employer match about $6,995 at 4% or $4,663 at 6%.
The Charlton Group Inc. Retirement Savings Plan-517$834,720$289,299$560iApproximate average salary by contribution assumption: employee only about $13,989 at 4% or $9,326 at 6%; with 50% employer match about $9,326 at 4% or $6,217 at 6%; with 100% employer match about $6,995 at 4% or $4,663 at 6%.
20021248$591,446$297,378$1,199iApproximate average salary by contribution assumption: employee only about $29,978 at 4% or $19,985 at 6%; with 50% employer match about $19,985 at 4% or $13,323 at 6%; with 100% employer match about $14,989 at 4% or $9,993 at 6%.
The Charlton Group Inc. Retirement Savings Plan-248$591,446$297,378$1,199iApproximate average salary by contribution assumption: employee only about $29,978 at 4% or $19,985 at 6%; with 50% employer match about $19,985 at 4% or $13,323 at 6%; with 100% employer match about $14,989 at 4% or $9,993 at 6%.
20011286$464,480$246,424$862iApproximate average salary by contribution assumption: employee only about $21,541 at 4% or $14,360 at 6%; with 50% employer match about $14,360 at 4% or $9,574 at 6%; with 100% employer match about $10,770 at 4% or $7,180 at 6%.
The Charlton Group Inc. Retirement Savings Plan-286$464,480$246,424$862iApproximate average salary by contribution assumption: employee only about $21,541 at 4% or $14,360 at 6%; with 50% employer match about $14,360 at 4% or $9,574 at 6%; with 100% employer match about $10,770 at 4% or $7,180 at 6%.
20001360$298,968$188,378$523iApproximate average salary by contribution assumption: employee only about $13,082 at 4% or $8,721 at 6%; with 50% employer match about $8,721 at 4% or $5,814 at 6%; with 100% employer match about $6,541 at 4% or $4,361 at 6%.
The Charlton Group Inc. Retirement Savings Plan-360$298,968$188,378$523iApproximate average salary by contribution assumption: employee only about $13,082 at 4% or $8,721 at 6%; with 50% employer match about $8,721 at 4% or $5,814 at 6%; with 100% employer match about $6,541 at 4% or $4,361 at 6%.
19991220$217,648$78,807$358iApproximate average salary by contribution assumption: employee only about $8,955 at 4% or $5,970 at 6%; with 50% employer match about $5,970 at 4% or $3,980 at 6%; with 100% employer match about $4,478 at 4% or $2,985 at 6%.
The Charlton Group Inc. Retirement Savings Plan-220$217,648$78,807$358iApproximate average salary by contribution assumption: employee only about $8,955 at 4% or $5,970 at 6%; with 50% employer match about $5,970 at 4% or $3,980 at 6%; with 100% employer match about $4,478 at 4% or $2,985 at 6%.