Civic Intelligence

Charlesworth Research LLC

Plan context: Charlesworth Research 401(K) Plan

EIN 46-1499842 • Chicago, IL • 10 filings • 1 plans

625 W Adams StreetOffice 18-131Chicago, IL 60661
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$656,374

2024 Contributions

$52,267

Historical Graphs

Total Assets Over Time

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

$1,076,985$538,493$0201520202024YearValue
$656,374Latest year 2024

Participants Over Time

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

1890201520202024YearValue
15Latest 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
2024115$656,374$52,267$3,484iApproximate average salary by contribution assumption: employee only about $87,112 at 4% or $58,074 at 6%; with 50% employer match about $58,074 at 4% or $38,716 at 6%; with 100% employer match about $43,556 at 4% or $29,037 at 6%.
Charlesworth Research 401(K) Plan-15$656,374$52,267$3,484iApproximate average salary by contribution assumption: employee only about $87,112 at 4% or $58,074 at 6%; with 50% employer match about $58,074 at 4% or $38,716 at 6%; with 100% employer match about $43,556 at 4% or $29,037 at 6%.
2023117$827,772$50,311$2,959iApproximate average salary by contribution assumption: employee only about $73,987 at 4% or $49,325 at 6%; with 50% employer match about $49,325 at 4% or $32,883 at 6%; with 100% employer match about $36,993 at 4% or $24,662 at 6%.
Charlesworth Research 401(K) Plan-17$827,772$50,311$2,959iApproximate average salary by contribution assumption: employee only about $73,987 at 4% or $49,325 at 6%; with 50% employer match about $49,325 at 4% or $32,883 at 6%; with 100% employer match about $36,993 at 4% or $24,662 at 6%.
2022118$846,634$67,183$3,732iApproximate average salary by contribution assumption: employee only about $93,310 at 4% or $62,206 at 6%; with 50% employer match about $62,206 at 4% or $41,471 at 6%; with 100% employer match about $46,655 at 4% or $31,103 at 6%.
Charlesworth Research 401(K) Plan-18$846,634$67,183$3,732iApproximate average salary by contribution assumption: employee only about $93,310 at 4% or $62,206 at 6%; with 50% employer match about $62,206 at 4% or $41,471 at 6%; with 100% employer match about $46,655 at 4% or $31,103 at 6%.
2021118$1,076,985$193,696$10,761iApproximate average salary by contribution assumption: employee only about $269,022 at 4% or $179,348 at 6%; with 50% employer match about $179,348 at 4% or $119,565 at 6%; with 100% employer match about $134,511 at 4% or $89,674 at 6%.
Charlesworth Research 401(K) Plan-18$1,076,985$193,696$10,761iApproximate average salary by contribution assumption: employee only about $269,022 at 4% or $179,348 at 6%; with 50% employer match about $179,348 at 4% or $119,565 at 6%; with 100% employer match about $134,511 at 4% or $89,674 at 6%.
2020118$862,914$99,259$5,514iApproximate average salary by contribution assumption: employee only about $137,860 at 4% or $91,906 at 6%; with 50% employer match about $91,906 at 4% or $61,271 at 6%; with 100% employer match about $68,930 at 4% or $45,953 at 6%.
Charlesworth Research 401(K) Plan-18$862,914$99,259$5,514iApproximate average salary by contribution assumption: employee only about $137,860 at 4% or $91,906 at 6%; with 50% employer match about $91,906 at 4% or $61,271 at 6%; with 100% employer match about $68,930 at 4% or $45,953 at 6%.
2019116$807,270$161,505$10,094iApproximate average salary by contribution assumption: employee only about $252,352 at 4% or $168,234 at 6%; with 50% employer match about $168,234 at 4% or $112,156 at 6%; with 100% employer match about $126,176 at 4% or $84,117 at 6%.
Charlesworth Research 401(K) Plan-16$807,270$161,505$10,094iApproximate average salary by contribution assumption: employee only about $252,352 at 4% or $168,234 at 6%; with 50% employer match about $168,234 at 4% or $112,156 at 6%; with 100% employer match about $126,176 at 4% or $84,117 at 6%.
2018116$511,956$142,889$8,931iApproximate average salary by contribution assumption: employee only about $223,264 at 4% or $148,843 at 6%; with 50% employer match about $148,843 at 4% or $99,228 at 6%; with 100% employer match about $111,632 at 4% or $74,421 at 6%.
Charlesworth Research 401(K) Plan-16$511,956$142,889$8,931iApproximate average salary by contribution assumption: employee only about $223,264 at 4% or $148,843 at 6%; with 50% employer match about $148,843 at 4% or $99,228 at 6%; with 100% employer match about $111,632 at 4% or $74,421 at 6%.
2017115$570,460$190,025$12,668iApproximate average salary by contribution assumption: employee only about $316,708 at 4% or $211,139 at 6%; with 50% employer match about $211,139 at 4% or $140,759 at 6%; with 100% employer match about $158,354 at 4% or $105,569 at 6%.
Charlesworth Research 401(K) Plan-15$570,460$190,025$12,668iApproximate average salary by contribution assumption: employee only about $316,708 at 4% or $211,139 at 6%; with 50% employer match about $211,139 at 4% or $140,759 at 6%; with 100% employer match about $158,354 at 4% or $105,569 at 6%.
2016115$305,666$192,447$12,830iApproximate average salary by contribution assumption: employee only about $320,745 at 4% or $213,830 at 6%; with 50% employer match about $213,830 at 4% or $142,553 at 6%; with 100% employer match about $160,373 at 4% or $106,915 at 6%.
Charlesworth Research 401(K) Plan-15$305,666$192,447$12,830iApproximate average salary by contribution assumption: employee only about $320,745 at 4% or $213,830 at 6%; with 50% employer match about $213,830 at 4% or $142,553 at 6%; with 100% employer match about $160,373 at 4% or $106,915 at 6%.
2015112$95,197$96,057$8,005iApproximate average salary by contribution assumption: employee only about $200,119 at 4% or $133,413 at 6%; with 50% employer match about $133,413 at 4% or $88,942 at 6%; with 100% employer match about $100,059 at 4% or $66,706 at 6%.
Charlesworth Research 401(K) Plan-12$95,197$96,057$8,005iApproximate average salary by contribution assumption: employee only about $200,119 at 4% or $133,413 at 6%; with 50% employer match about $133,413 at 4% or $88,942 at 6%; with 100% employer match about $100,059 at 4% or $66,706 at 6%.