UNITY CLASSICAL CHARTER SCHOOL, TEAM
Plan context: UNITY CLASSICAL CHARTER SCHOOL, TEAM CFA 40(K) PLAN
EIN 46-4248675 • Charlotte, NC • 7 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
17
2024 Assets
$136,274
2024 Contributions
$58,383
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 17 | $136,274 | $58,383 | $3,434iApproximate average salary by contribution assumption: employee only about $85,857 at 4% or $57,238 at 6%; with 50% employer match about $57,238 at 4% or $38,159 at 6%; with 100% employer match about $42,929 at 4% or $28,619 at 6%. |
| UNITY CLASSICAL CHARTER SCHOOL, TEAM CFA 40(K) PLAN | - | 17 | $136,274 | $58,383 | $3,434iApproximate average salary by contribution assumption: employee only about $85,857 at 4% or $57,238 at 6%; with 50% employer match about $57,238 at 4% or $38,159 at 6%; with 100% employer match about $42,929 at 4% or $28,619 at 6%. |
| 2023 | 1 | 7 | $70,726 | $29,281 | $4,183iApproximate average salary by contribution assumption: employee only about $104,575 at 4% or $69,717 at 6%; with 50% employer match about $69,717 at 4% or $46,478 at 6%; with 100% employer match about $52,288 at 4% or $34,858 at 6%. |
| UNITY CLASSICAL CHARTER SCHOOL, TEAM CFA 40(K) PLAN | - | 7 | $70,726 | $29,281 | $4,183iApproximate average salary by contribution assumption: employee only about $104,575 at 4% or $69,717 at 6%; with 50% employer match about $69,717 at 4% or $46,478 at 6%; with 100% employer match about $52,288 at 4% or $34,858 at 6%. |
| 2022 | 1 | 6 | $43,159 | $21,115 | $3,519iApproximate average salary by contribution assumption: employee only about $87,979 at 4% or $58,653 at 6%; with 50% employer match about $58,653 at 4% or $39,102 at 6%; with 100% employer match about $43,990 at 4% or $29,326 at 6%. |
| UNITY CLASSICAL CHARTER SCHOOL, TEAM CFA 40(K) PLAN | - | 6 | $43,159 | $21,115 | $3,519iApproximate average salary by contribution assumption: employee only about $87,979 at 4% or $58,653 at 6%; with 50% employer match about $58,653 at 4% or $39,102 at 6%; with 100% employer match about $43,990 at 4% or $29,326 at 6%. |
| 2021 | 1 | 2 | $18,774 | $8,701 | $4,351iApproximate average salary by contribution assumption: employee only about $108,763 at 4% or $72,508 at 6%; with 50% employer match about $72,508 at 4% or $48,339 at 6%; with 100% employer match about $54,381 at 4% or $36,254 at 6%. |
| UNITY CLASSICAL CHARTER SCHOOL, TEAM CFA 40(K) PLAN | - | 2 | $18,774 | $8,701 | $4,351iApproximate average salary by contribution assumption: employee only about $108,763 at 4% or $72,508 at 6%; with 50% employer match about $72,508 at 4% or $48,339 at 6%; with 100% employer match about $54,381 at 4% or $36,254 at 6%. |
| 2020 | 1 | 2 | $12,866 | $7,731 | $3,866iApproximate average salary by contribution assumption: employee only about $96,638 at 4% or $64,425 at 6%; with 50% employer match about $64,425 at 4% or $42,950 at 6%; with 100% employer match about $48,319 at 4% or $32,213 at 6%. |
| UNITY CLASSICAL CHARTER SCHOOL, TEAM CFA 401K | - | 2 | $12,866 | $7,731 | $3,866iApproximate average salary by contribution assumption: employee only about $96,638 at 4% or $64,425 at 6%; with 50% employer match about $64,425 at 4% or $42,950 at 6%; with 100% employer match about $48,319 at 4% or $32,213 at 6%. |
| 2019 | 1 | 1 | $1,858 | $3,708 | $3,708iApproximate average salary by contribution assumption: employee only about $92,700 at 4% or $61,800 at 6%; with 50% employer match about $61,800 at 4% or $41,200 at 6%; with 100% employer match about $46,350 at 4% or $30,900 at 6%. |
| UNITY CLASSICAL CHARTER SCHOOL, TEAM CFA 401K | - | 1 | $1,858 | $3,708 | $3,708iApproximate average salary by contribution assumption: employee only about $92,700 at 4% or $61,800 at 6%; with 50% employer match about $61,800 at 4% or $41,200 at 6%; with 100% employer match about $46,350 at 4% or $30,900 at 6%. |
| 2018 | 1 | 0 | $0 | $0 | - |
| UNITY CLASSICAL CHARTER SCHOOL, TEAM CFA 401K | - | 0 | $0 | - | - |