Charlotte Worthy Architects LLC
Plan context: Charlotte Worthy Architects LLC Incentive Savings Plan
EIN 46-0955584 • New York, NY • 21 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
11
2025 Assets
$4,998,459
2025 Contributions
$73,475
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $0 | - |
| CHARLOTTE WORTHY ARCHITECTS, LLC CASH BALANCE PENSION PLAN | - | 0 | $0 | $0 | - |
| 2024 | 2 | 11 | $4,998,459 | $73,475 | $6,680iApproximate average salary by contribution assumption: employee only about $166,989 at 4% or $111,326 at 6%; with 50% employer match about $111,326 at 4% or $74,217 at 6%; with 100% employer match about $83,494 at 4% or $55,663 at 6%. |
| Charlotte Worthy Architects LLC Incentive Savings Plan | - | 11 | $3,179,286 | $73,475 | $6,680iApproximate average salary by contribution assumption: employee only about $166,989 at 4% or $111,326 at 6%; with 50% employer match about $111,326 at 4% or $74,217 at 6%; with 100% employer match about $83,494 at 4% or $55,663 at 6%. |
| CHARLOTTE WORTHY ARCHITECTS, LLC CASH BALANCE PENSION PLAN | - | 6 | $1,819,173 | $0 | - |
| 2023 | 2 | 11 | $4,336,153 | $2,429 | $221iApproximate average salary by contribution assumption: employee only about $5,520 at 4% or $3,680 at 6%; with 50% employer match about $3,680 at 4% or $2,454 at 6%; with 100% employer match about $2,760 at 4% or $1,840 at 6%. |
| Charlotte Worthy Architects LLC Incentive Savings Plan | - | 11 | $2,734,988 | $2,429 | $221iApproximate average salary by contribution assumption: employee only about $5,520 at 4% or $3,680 at 6%; with 50% employer match about $3,680 at 4% or $2,454 at 6%; with 100% employer match about $2,760 at 4% or $1,840 at 6%. |
| CHARLOTTE WORTHY ARCHITECTS, LLC CASH BALANCE PENSION PLAN | - | 6 | $1,601,165 | $0 | - |
| 2022 | 2 | 10 | $3,742,533 | $33,792 | $3,379iApproximate average salary by contribution assumption: employee only about $84,480 at 4% or $56,320 at 6%; with 50% employer match about $56,320 at 4% or $37,547 at 6%; with 100% employer match about $42,240 at 4% or $28,160 at 6%. |
| Charlotte Worthy Architects LLC Incentive Savings Plan | - | 10 | $2,358,366 | $3,792 | $379iApproximate average salary by contribution assumption: employee only about $9,480 at 4% or $6,320 at 6%; with 50% employer match about $6,320 at 4% or $4,213 at 6%; with 100% employer match about $4,740 at 4% or $3,160 at 6%. |
| CHARLOTTE WORTHY ARCHITECTS, LLC CASH BALANCE PENSION PLAN | - | 6 | $1,384,167 | $30,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2021 | 2 | 9 | $4,401,713 | $110,440 | $12,271iApproximate average salary by contribution assumption: employee only about $306,778 at 4% or $204,519 at 6%; with 50% employer match about $204,519 at 4% or $136,346 at 6%; with 100% employer match about $153,389 at 4% or $102,259 at 6%. |
| Charlotte Worthy Architects LLC Incentive Savings Plan | - | 9 | $2,803,242 | $74,440 | $8,271iApproximate average salary by contribution assumption: employee only about $206,778 at 4% or $137,852 at 6%; with 50% employer match about $137,852 at 4% or $91,901 at 6%; with 100% employer match about $103,389 at 4% or $68,926 at 6%. |
| CHARLOTTE WORTHY ARCHITECTS, LLC CASH BALANCE PENSION PLAN | - | 6 | $1,598,471 | $36,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| 2020 | 2 | 9 | $3,792,120 | $346,771 | $38,530iApproximate average salary by contribution assumption: employee only about $963,253 at 4% or $642,169 at 6%; with 50% employer match about $642,169 at 4% or $428,112 at 6%; with 100% employer match about $481,626 at 4% or $321,084 at 6%. |
| Charlotte Worthy Architects LLC Incentive Savings Plan | - | 9 | $2,420,802 | $98,787 | $10,976iApproximate average salary by contribution assumption: employee only about $274,408 at 4% or $182,939 at 6%; with 50% employer match about $182,939 at 4% or $121,959 at 6%; with 100% employer match about $137,204 at 4% or $91,469 at 6%. |
| CHARLOTTE WORTHY ARCHITECTS, LLC CASH BALANCE PENSION PLAN | - | 6 | $1,371,318 | $247,984 | $41,331iApproximate average salary by contribution assumption: employee only about $1,033,267 at 4% or $688,844 at 6%; with 50% employer match about $688,844 at 4% or $459,230 at 6%; with 100% employer match about $516,633 at 4% or $344,422 at 6%. |
| 2019 | 2 | 9 | $3,046,206 | $40,964 | $4,552iApproximate average salary by contribution assumption: employee only about $113,789 at 4% or $75,859 at 6%; with 50% employer match about $75,859 at 4% or $50,573 at 6%; with 100% employer match about $56,894 at 4% or $37,930 at 6%. |
| Charlotte Worthy Architects LLC Incentive Savings Plan | - | 9 | $2,060,070 | $40,964 | $4,552iApproximate average salary by contribution assumption: employee only about $113,789 at 4% or $75,859 at 6%; with 50% employer match about $75,859 at 4% or $50,573 at 6%; with 100% employer match about $56,894 at 4% or $37,930 at 6%. |
| CHARLOTTE WORTHY ARCHITECTS, LLC CASH BALANCE PENSION PLAN | - | 6 | $986,136 | $0 | - |
| 2018 | 2 | 8 | $2,486,103 | $88,955 | $11,119iApproximate average salary by contribution assumption: employee only about $277,984 at 4% or $185,323 at 6%; with 50% employer match about $185,323 at 4% or $123,549 at 6%; with 100% employer match about $138,992 at 4% or $92,661 at 6%. |
| Charlotte Worthy Architects LLC Incentive Savings Plan | - | 8 | $1,665,962 | $50,205 | $6,276iApproximate average salary by contribution assumption: employee only about $156,891 at 4% or $104,594 at 6%; with 50% employer match about $104,594 at 4% or $69,729 at 6%; with 100% employer match about $78,445 at 4% or $52,297 at 6%. |
| CHARLOTTE WORTHY ARCHITECTS, LLC CASH BALANCE PENSION PLAN | - | 5 | $820,141 | $38,750 | $7,750iApproximate average salary by contribution assumption: employee only about $193,750 at 4% or $129,167 at 6%; with 50% employer match about $129,167 at 4% or $86,111 at 6%; with 100% employer match about $96,875 at 4% or $64,583 at 6%. |
| 2017 | 2 | 7 | $2,540,579 | $519,827 | $74,261iApproximate average salary by contribution assumption: employee only about $1,856,525 at 4% or $1,237,683 at 6%; with 50% employer match about $1,237,683 at 4% or $825,122 at 6%; with 100% employer match about $928,263 at 4% or $618,842 at 6%. |
| Charlotte Worthy Architects LLC Incentive Savings Plan | - | 7 | $1,714,877 | $233,955 | $33,422iApproximate average salary by contribution assumption: employee only about $835,554 at 4% or $557,036 at 6%; with 50% employer match about $557,036 at 4% or $371,357 at 6%; with 100% employer match about $417,777 at 4% or $278,518 at 6%. |
| CHARLOTTE WORTHY ARCHITECTS, LLC CASH BALANCE PENSION PLAN | - | 4 | $825,702 | $285,872 | $71,468iApproximate average salary by contribution assumption: employee only about $1,786,700 at 4% or $1,191,133 at 6%; with 50% employer match about $1,191,133 at 4% or $794,089 at 6%; with 100% employer match about $893,350 at 4% or $595,567 at 6%. |
| 2016 | 2 | 6 | $1,759,036 | $1,392,088 | $232,015iApproximate average salary by contribution assumption: employee only about $5,800,367 at 4% or $3,866,911 at 6%; with 50% employer match about $3,866,911 at 4% or $2,577,941 at 6%; with 100% employer match about $2,900,183 at 4% or $1,933,456 at 6%. |
| Charlotte Worthy Architects LLC Incentive Savings Plan | - | 6 | $1,265,227 | $1,183,736 | $197,289iApproximate average salary by contribution assumption: employee only about $4,932,233 at 4% or $3,288,156 at 6%; with 50% employer match about $3,288,156 at 4% or $2,192,104 at 6%; with 100% employer match about $2,466,117 at 4% or $1,644,078 at 6%. |
| CHARLOTTE WORTHY ARCHITECTS, LLC CASH BALANCE PENSION PLAN | - | 5 | $493,809 | $208,352 | $41,670iApproximate average salary by contribution assumption: employee only about $1,041,760 at 4% or $694,507 at 6%; with 50% employer match about $694,507 at 4% or $463,004 at 6%; with 100% employer match about $520,880 at 4% or $347,253 at 6%. |
| 2015 | 2 | 4 | $328,151 | $328,151 | $82,038iApproximate average salary by contribution assumption: employee only about $2,050,944 at 4% or $1,367,296 at 6%; with 50% employer match about $1,367,296 at 4% or $911,531 at 6%; with 100% employer match about $1,025,472 at 4% or $683,648 at 6%. |
| CHARLOTTE WORTHY ARCHITECTS, LLC CASH BALANCE PENSION PLAN | - | 4 | $285,450 | $285,450 | $71,363iApproximate average salary by contribution assumption: employee only about $1,784,063 at 4% or $1,189,375 at 6%; with 50% employer match about $1,189,375 at 4% or $792,917 at 6%; with 100% employer match about $892,031 at 4% or $594,688 at 6%. |
| Charlotte Worthy Architects LLC Incentive Savings Plan | - | 4 | $42,701 | $42,701 | $10,675iApproximate average salary by contribution assumption: employee only about $266,881 at 4% or $177,921 at 6%; with 50% employer match about $177,921 at 4% or $118,614 at 6%; with 100% employer match about $133,441 at 4% or $88,960 at 6%. |