Charvat and Associates LLC
Plan context: Charvat and Associates LLC 401(K) Plan
EIN 47-1423200 • Broken Arrow, OK • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$393,225
2025 Contributions
$84,658
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 | 4 | $393,225 | $84,658 | $21,165iApproximate average salary by contribution assumption: employee only about $529,113 at 4% or $352,742 at 6%; with 50% employer match about $352,742 at 4% or $235,161 at 6%; with 100% employer match about $264,556 at 4% or $176,371 at 6%. |
| Charvat and Associates LLC 401(K) Plan | - | 4 | $393,225 | $84,658 | $21,165iApproximate average salary by contribution assumption: employee only about $529,113 at 4% or $352,742 at 6%; with 50% employer match about $352,742 at 4% or $235,161 at 6%; with 100% employer match about $264,556 at 4% or $176,371 at 6%. |
| 2024 | 1 | 10 | $415,466 | $97,822 | $9,782iApproximate average salary by contribution assumption: employee only about $244,555 at 4% or $163,037 at 6%; with 50% employer match about $163,037 at 4% or $108,691 at 6%; with 100% employer match about $122,278 at 4% or $81,518 at 6%. |
| Charvat and Associates LLC 401(K) Plan | - | 10 | $415,466 | $97,822 | $9,782iApproximate average salary by contribution assumption: employee only about $244,555 at 4% or $163,037 at 6%; with 50% employer match about $163,037 at 4% or $108,691 at 6%; with 100% employer match about $122,278 at 4% or $81,518 at 6%. |
| 2023 | 1 | 10 | $284,667 | $93,539 | $9,354iApproximate average salary by contribution assumption: employee only about $233,848 at 4% or $155,898 at 6%; with 50% employer match about $155,898 at 4% or $103,932 at 6%; with 100% employer match about $116,924 at 4% or $77,949 at 6%. |
| Charvat and Associates LLC 401(K) Plan | - | 10 | $284,667 | $93,539 | $9,354iApproximate average salary by contribution assumption: employee only about $233,848 at 4% or $155,898 at 6%; with 50% employer match about $155,898 at 4% or $103,932 at 6%; with 100% employer match about $116,924 at 4% or $77,949 at 6%. |
| 2022 | 1 | 12 | $165,800 | $88,020 | $7,335iApproximate average salary by contribution assumption: employee only about $183,375 at 4% or $122,250 at 6%; with 50% employer match about $122,250 at 4% or $81,500 at 6%; with 100% employer match about $91,688 at 4% or $61,125 at 6%. |
| Charvat and Associates LLC 401(K) Plan | - | 12 | $165,800 | $88,020 | $7,335iApproximate average salary by contribution assumption: employee only about $183,375 at 4% or $122,250 at 6%; with 50% employer match about $122,250 at 4% or $81,500 at 6%; with 100% employer match about $91,688 at 4% or $61,125 at 6%. |
| 2021 | 1 | 8 | $99,196 | $93,579 | $11,697iApproximate average salary by contribution assumption: employee only about $292,434 at 4% or $194,956 at 6%; with 50% employer match about $194,956 at 4% or $129,971 at 6%; with 100% employer match about $146,217 at 4% or $97,478 at 6%. |
| Charvat and Associates LLC 401(K) Plan | - | 8 | $99,196 | $93,579 | $11,697iApproximate average salary by contribution assumption: employee only about $292,434 at 4% or $194,956 at 6%; with 50% employer match about $194,956 at 4% or $129,971 at 6%; with 100% employer match about $146,217 at 4% or $97,478 at 6%. |