Civic Intelligence

Charter Bank

Plan context: Charter Bank 401(K) Retirement Plan

EIN 42-1470586 • Johnston, IA • 25 filings • 2 plans

5526 NW 86th StJohnston, IA 50131
Current Snapshot

Latest Year

2024

2024 Participants

26

2024 Assets

$3,966,211

2024 Contributions

$212,006

Historical Graphs

Total Assets Over Time

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

$3,966,211$1,983,106$0200020122024YearValue
$3,966,211Latest year 2024

Participants Over Time

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

26130200020122024YearValue
26Latest year 2024

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
2024126$3,966,211$212,006$8,154iApproximate average salary by contribution assumption: employee only about $203,852 at 4% or $135,901 at 6%; with 50% employer match about $135,901 at 4% or $90,601 at 6%; with 100% employer match about $101,926 at 4% or $67,951 at 6%.
Charter Bank 401(K) Retirement Plan-26$3,966,211$212,006$8,154iApproximate average salary by contribution assumption: employee only about $203,852 at 4% or $135,901 at 6%; with 50% employer match about $135,901 at 4% or $90,601 at 6%; with 100% employer match about $101,926 at 4% or $67,951 at 6%.
2023124$3,513,995$202,815$8,451iApproximate average salary by contribution assumption: employee only about $211,266 at 4% or $140,844 at 6%; with 50% employer match about $140,844 at 4% or $93,896 at 6%; with 100% employer match about $105,633 at 4% or $70,422 at 6%.
Charter Bank 401(K) Retirement Plan-24$3,513,995$202,815$8,451iApproximate average salary by contribution assumption: employee only about $211,266 at 4% or $140,844 at 6%; with 50% employer match about $140,844 at 4% or $93,896 at 6%; with 100% employer match about $105,633 at 4% or $70,422 at 6%.
2022121$2,954,042$155,787$7,418iApproximate average salary by contribution assumption: employee only about $185,461 at 4% or $123,640 at 6%; with 50% employer match about $123,640 at 4% or $82,427 at 6%; with 100% employer match about $92,730 at 4% or $61,820 at 6%.
Charter Bank 401(K) Retirement Plan-21$2,954,042$155,787$7,418iApproximate average salary by contribution assumption: employee only about $185,461 at 4% or $123,640 at 6%; with 50% employer match about $123,640 at 4% or $82,427 at 6%; with 100% employer match about $92,730 at 4% or $61,820 at 6%.
2021119$3,306,390$206,709$10,879iApproximate average salary by contribution assumption: employee only about $271,986 at 4% or $181,324 at 6%; with 50% employer match about $181,324 at 4% or $120,882 at 6%; with 100% employer match about $135,993 at 4% or $90,662 at 6%.
Charter Bank 401(K) Retirement Plan-19$3,306,390$206,709$10,879iApproximate average salary by contribution assumption: employee only about $271,986 at 4% or $181,324 at 6%; with 50% employer match about $181,324 at 4% or $120,882 at 6%; with 100% employer match about $135,993 at 4% or $90,662 at 6%.
2020119$2,931,544$153,383$8,073iApproximate average salary by contribution assumption: employee only about $201,820 at 4% or $134,546 at 6%; with 50% employer match about $134,546 at 4% or $89,698 at 6%; with 100% employer match about $100,910 at 4% or $67,273 at 6%.
Charter Bank 401(K) Retirement Plan-19$2,931,544$153,383$8,073iApproximate average salary by contribution assumption: employee only about $201,820 at 4% or $134,546 at 6%; with 50% employer match about $134,546 at 4% or $89,698 at 6%; with 100% employer match about $100,910 at 4% or $67,273 at 6%.
2019121$2,803,324$152,810$7,277iApproximate average salary by contribution assumption: employee only about $181,917 at 4% or $121,278 at 6%; with 50% employer match about $121,278 at 4% or $80,852 at 6%; with 100% employer match about $90,958 at 4% or $60,639 at 6%.
Charter Bank 401(K) Retirement Plan-21$2,803,324$152,810$7,277iApproximate average salary by contribution assumption: employee only about $181,917 at 4% or $121,278 at 6%; with 50% employer match about $121,278 at 4% or $80,852 at 6%; with 100% employer match about $90,958 at 4% or $60,639 at 6%.
2018123$2,269,562$171,367$7,451iApproximate average salary by contribution assumption: employee only about $186,268 at 4% or $124,179 at 6%; with 50% employer match about $124,179 at 4% or $82,786 at 6%; with 100% employer match about $93,134 at 4% or $62,089 at 6%.
Charter Bank 401(K) Retirement Plan-23$2,269,562$171,367$7,451iApproximate average salary by contribution assumption: employee only about $186,268 at 4% or $124,179 at 6%; with 50% employer match about $124,179 at 4% or $82,786 at 6%; with 100% employer match about $93,134 at 4% or $62,089 at 6%.
2017120$2,220,411$136,372$6,819iApproximate average salary by contribution assumption: employee only about $170,465 at 4% or $113,643 at 6%; with 50% employer match about $113,643 at 4% or $75,762 at 6%; with 100% employer match about $85,233 at 4% or $56,822 at 6%.
Charter Bank 401(K) Retirement Plan-20$2,220,411$136,372$6,819iApproximate average salary by contribution assumption: employee only about $170,465 at 4% or $113,643 at 6%; with 50% employer match about $113,643 at 4% or $75,762 at 6%; with 100% employer match about $85,233 at 4% or $56,822 at 6%.
2016119$1,805,078$129,822$6,833iApproximate average salary by contribution assumption: employee only about $170,818 at 4% or $113,879 at 6%; with 50% employer match about $113,879 at 4% or $75,919 at 6%; with 100% employer match about $85,409 at 4% or $56,939 at 6%.
Charter Bank 401(K) Retirement Plan-19$1,805,078$129,822$6,833iApproximate average salary by contribution assumption: employee only about $170,818 at 4% or $113,879 at 6%; with 50% employer match about $113,879 at 4% or $75,919 at 6%; with 100% employer match about $85,409 at 4% or $56,939 at 6%.
2015118$1,576,632$130,858$7,270iApproximate average salary by contribution assumption: employee only about $181,747 at 4% or $121,165 at 6%; with 50% employer match about $121,165 at 4% or $80,777 at 6%; with 100% employer match about $90,874 at 4% or $60,582 at 6%.
Charter Bank 401(K) Retirement Plan-18$1,576,632$130,858$7,270iApproximate average salary by contribution assumption: employee only about $181,747 at 4% or $121,165 at 6%; with 50% employer match about $121,165 at 4% or $80,777 at 6%; with 100% employer match about $90,874 at 4% or $60,582 at 6%.
2014119$1,516,606$118,888$6,257iApproximate average salary by contribution assumption: employee only about $156,432 at 4% or $104,288 at 6%; with 50% employer match about $104,288 at 4% or $69,525 at 6%; with 100% employer match about $78,216 at 4% or $52,144 at 6%.
Charter Bank 401(K) Retirement Plan-19$1,516,606$118,888$6,257iApproximate average salary by contribution assumption: employee only about $156,432 at 4% or $104,288 at 6%; with 50% employer match about $104,288 at 4% or $69,525 at 6%; with 100% employer match about $78,216 at 4% or $52,144 at 6%.
2013118$1,306,186$120,874$6,715iApproximate average salary by contribution assumption: employee only about $167,881 at 4% or $111,920 at 6%; with 50% employer match about $111,920 at 4% or $74,614 at 6%; with 100% employer match about $83,940 at 4% or $55,960 at 6%.
Charter Bank 401(K) Retirement Plan-18$1,306,186$120,874$6,715iApproximate average salary by contribution assumption: employee only about $167,881 at 4% or $111,920 at 6%; with 50% employer match about $111,920 at 4% or $74,614 at 6%; with 100% employer match about $83,940 at 4% or $55,960 at 6%.
2012118$985,084$119,115$6,618iApproximate average salary by contribution assumption: employee only about $165,438 at 4% or $110,292 at 6%; with 50% employer match about $110,292 at 4% or $73,528 at 6%; with 100% employer match about $82,719 at 4% or $55,146 at 6%.
Charter Bank 401(K) Retirement Plan-18$985,084$119,115$6,618iApproximate average salary by contribution assumption: employee only about $165,438 at 4% or $110,292 at 6%; with 50% employer match about $110,292 at 4% or $73,528 at 6%; with 100% employer match about $82,719 at 4% or $55,146 at 6%.
2011119$862,816$108,749$5,724iApproximate average salary by contribution assumption: employee only about $143,091 at 4% or $95,394 at 6%; with 50% employer match about $95,394 at 4% or $63,596 at 6%; with 100% employer match about $71,545 at 4% or $47,697 at 6%.
Charter Bank 401(K) Retirement Plan-19$862,816$108,749$5,724iApproximate average salary by contribution assumption: employee only about $143,091 at 4% or $95,394 at 6%; with 50% employer match about $95,394 at 4% or $63,596 at 6%; with 100% employer match about $71,545 at 4% or $47,697 at 6%.
2010118$803,890$107,126$5,951iApproximate average salary by contribution assumption: employee only about $148,786 at 4% or $99,191 at 6%; with 50% employer match about $99,191 at 4% or $66,127 at 6%; with 100% employer match about $74,393 at 4% or $49,595 at 6%.
Charter Bank 401(K) Retirement Plan-18$803,890$107,126$5,951iApproximate average salary by contribution assumption: employee only about $148,786 at 4% or $99,191 at 6%; with 50% employer match about $99,191 at 4% or $66,127 at 6%; with 100% employer match about $74,393 at 4% or $49,595 at 6%.
2009117$758,460$128,920$7,584iApproximate average salary by contribution assumption: employee only about $189,588 at 4% or $126,392 at 6%; with 50% employer match about $126,392 at 4% or $84,261 at 6%; with 100% employer match about $94,794 at 4% or $63,196 at 6%.
Charter Bank 401(K) Retirement Plan-17$758,460$128,920$7,584iApproximate average salary by contribution assumption: employee only about $189,588 at 4% or $126,392 at 6%; with 50% employer match about $126,392 at 4% or $84,261 at 6%; with 100% employer match about $94,794 at 4% or $63,196 at 6%.
2008120$615,110$127,270$6,364iApproximate average salary by contribution assumption: employee only about $159,088 at 4% or $106,058 at 6%; with 50% employer match about $106,058 at 4% or $70,706 at 6%; with 100% employer match about $79,544 at 4% or $53,029 at 6%.
Charter Bank 401(K) Retirement Plan-20$615,110$127,270$6,364iApproximate average salary by contribution assumption: employee only about $159,088 at 4% or $106,058 at 6%; with 50% employer match about $106,058 at 4% or $70,706 at 6%; with 100% employer match about $79,544 at 4% or $53,029 at 6%.
2007118$745,418$112,487$6,249iApproximate average salary by contribution assumption: employee only about $156,232 at 4% or $104,155 at 6%; with 50% employer match about $104,155 at 4% or $69,436 at 6%; with 100% employer match about $78,116 at 4% or $52,077 at 6%.
Charter Bank 401(K) Retirement Plan-18$745,418$112,487$6,249iApproximate average salary by contribution assumption: employee only about $156,232 at 4% or $104,155 at 6%; with 50% employer match about $104,155 at 4% or $69,436 at 6%; with 100% employer match about $78,116 at 4% or $52,077 at 6%.
2006119$664,183$115,103$6,058iApproximate average salary by contribution assumption: employee only about $151,451 at 4% or $100,968 at 6%; with 50% employer match about $100,968 at 4% or $67,312 at 6%; with 100% employer match about $75,726 at 4% or $50,484 at 6%.
Charter Bank 401(K) Retirement Plan-19$664,183$115,103$6,058iApproximate average salary by contribution assumption: employee only about $151,451 at 4% or $100,968 at 6%; with 50% employer match about $100,968 at 4% or $67,312 at 6%; with 100% employer match about $75,726 at 4% or $50,484 at 6%.
2005123$631,999$118,498$5,152iApproximate average salary by contribution assumption: employee only about $128,802 at 4% or $85,868 at 6%; with 50% employer match about $85,868 at 4% or $57,245 at 6%; with 100% employer match about $64,401 at 4% or $42,934 at 6%.
Charter Bank 401(K) Retirement Plan-23$631,999$118,498$5,152iApproximate average salary by contribution assumption: employee only about $128,802 at 4% or $85,868 at 6%; with 50% employer match about $85,868 at 4% or $57,245 at 6%; with 100% employer match about $64,401 at 4% or $42,934 at 6%.
2004121$485,754$105,494$5,024iApproximate average salary by contribution assumption: employee only about $125,588 at 4% or $83,725 at 6%; with 50% employer match about $83,725 at 4% or $55,817 at 6%; with 100% employer match about $62,794 at 4% or $41,863 at 6%.
Charter Bank 401(K) Retirement Plan-21$485,754$105,494$5,024iApproximate average salary by contribution assumption: employee only about $125,588 at 4% or $83,725 at 6%; with 50% employer match about $83,725 at 4% or $55,817 at 6%; with 100% employer match about $62,794 at 4% or $41,863 at 6%.
2003121$346,952$88,065$4,194iApproximate average salary by contribution assumption: employee only about $104,839 at 4% or $69,893 at 6%; with 50% employer match about $69,893 at 4% or $46,595 at 6%; with 100% employer match about $52,420 at 4% or $34,946 at 6%.
Charter Bank 401(K) Retirement Plan-21$346,952$88,065$4,194iApproximate average salary by contribution assumption: employee only about $104,839 at 4% or $69,893 at 6%; with 50% employer match about $69,893 at 4% or $46,595 at 6%; with 100% employer match about $52,420 at 4% or $34,946 at 6%.
2002117$215,371$136,242$8,014iApproximate average salary by contribution assumption: employee only about $200,356 at 4% or $133,571 at 6%; with 50% employer match about $133,571 at 4% or $89,047 at 6%; with 100% employer match about $100,178 at 4% or $66,785 at 6%.
Charter Bank 401(K) Retirement Plan-17$215,371$136,242$8,014iApproximate average salary by contribution assumption: employee only about $200,356 at 4% or $133,571 at 6%; with 50% employer match about $133,571 at 4% or $89,047 at 6%; with 100% employer match about $100,178 at 4% or $66,785 at 6%.
2001112$111,118$48,032$4,003iApproximate average salary by contribution assumption: employee only about $100,067 at 4% or $66,711 at 6%; with 50% employer match about $66,711 at 4% or $44,474 at 6%; with 100% employer match about $50,033 at 4% or $33,356 at 6%.
Charter Bank 401(K) Retirement Plan-12$111,118$48,032$4,003iApproximate average salary by contribution assumption: employee only about $100,067 at 4% or $66,711 at 6%; with 50% employer match about $66,711 at 4% or $44,474 at 6%; with 100% employer match about $50,033 at 4% or $33,356 at 6%.
2000110$68,778$32,934$3,293iApproximate average salary by contribution assumption: employee only about $82,335 at 4% or $54,890 at 6%; with 50% employer match about $54,890 at 4% or $36,593 at 6%; with 100% employer match about $41,168 at 4% or $27,445 at 6%.
Charter Bank 401(K) Retirement Plan-10$68,778$32,934$3,293iApproximate average salary by contribution assumption: employee only about $82,335 at 4% or $54,890 at 6%; with 50% employer match about $54,890 at 4% or $36,593 at 6%; with 100% employer match about $41,168 at 4% or $27,445 at 6%.