Civic Intelligence

Charis Financial Services LLC

Plan context: Charis Financial Services LLC 401(K) Plan

EIN 47-1724447 • 8 filings • 1 plans

Current Snapshot

Latest Year

2021

2021 Participants

3

2021 Assets

$507,761

2021 Contributions

$24,398

Historical Graphs

Total Assets Over Time

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

$507,761$253,881$0201420172020YearValue
$507,761Latest year 2020

Participants Over Time

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

420201420172020YearValue
3Latest year 2020

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
202110$0$24,398-
Charis Financial Services LLC 401(K) Plan-0-$24,398-
202013$507,761$43,046$14,349iApproximate average salary by contribution assumption: employee only about $358,717 at 4% or $239,144 at 6%; with 50% employer match about $239,144 at 4% or $159,430 at 6%; with 100% employer match about $179,358 at 4% or $119,572 at 6%.
Charis Financial Services LLC 401(K) Plan-3$507,761$43,046$14,349iApproximate average salary by contribution assumption: employee only about $358,717 at 4% or $239,144 at 6%; with 50% employer match about $239,144 at 4% or $159,430 at 6%; with 100% employer match about $179,358 at 4% or $119,572 at 6%.
201913$338,335$44,528$14,843iApproximate average salary by contribution assumption: employee only about $371,067 at 4% or $247,378 at 6%; with 50% employer match about $247,378 at 4% or $164,919 at 6%; with 100% employer match about $185,533 at 4% or $123,689 at 6%.
Charis Financial Services LLC 401(K) Plan-3$338,335$44,528$14,843iApproximate average salary by contribution assumption: employee only about $371,067 at 4% or $247,378 at 6%; with 50% employer match about $247,378 at 4% or $164,919 at 6%; with 100% employer match about $185,533 at 4% or $123,689 at 6%.
201814$241,320$40,799$10,200iApproximate average salary by contribution assumption: employee only about $254,994 at 4% or $169,996 at 6%; with 50% employer match about $169,996 at 4% or $113,331 at 6%; with 100% employer match about $127,497 at 4% or $84,998 at 6%.
Charis Financial Services LLC 401(K) Plan-4$241,320$40,799$10,200iApproximate average salary by contribution assumption: employee only about $254,994 at 4% or $169,996 at 6%; with 50% employer match about $169,996 at 4% or $113,331 at 6%; with 100% employer match about $127,497 at 4% or $84,998 at 6%.
201713$355,163$71,673$23,891iApproximate average salary by contribution assumption: employee only about $597,275 at 4% or $398,183 at 6%; with 50% employer match about $398,183 at 4% or $265,456 at 6%; with 100% employer match about $298,638 at 4% or $199,092 at 6%.
Charis Financial Services LLC 401(K) Plan-3$355,163$71,673$23,891iApproximate average salary by contribution assumption: employee only about $597,275 at 4% or $398,183 at 6%; with 50% employer match about $398,183 at 4% or $265,456 at 6%; with 100% employer match about $298,638 at 4% or $199,092 at 6%.
201614$232,484$67,460$16,865iApproximate average salary by contribution assumption: employee only about $421,625 at 4% or $281,083 at 6%; with 50% employer match about $281,083 at 4% or $187,389 at 6%; with 100% employer match about $210,813 at 4% or $140,542 at 6%.
Charis Financial Services LLC 401(K) Plan-4$232,484$67,460$16,865iApproximate average salary by contribution assumption: employee only about $421,625 at 4% or $281,083 at 6%; with 50% employer match about $281,083 at 4% or $187,389 at 6%; with 100% employer match about $210,813 at 4% or $140,542 at 6%.
201513$144,810$76,737$25,579iApproximate average salary by contribution assumption: employee only about $639,475 at 4% or $426,317 at 6%; with 50% employer match about $426,317 at 4% or $284,211 at 6%; with 100% employer match about $319,738 at 4% or $213,158 at 6%.
Charis Financial Services LLC 401(K) Plan-3$144,810$76,737$25,579iApproximate average salary by contribution assumption: employee only about $639,475 at 4% or $426,317 at 6%; with 50% employer match about $426,317 at 4% or $284,211 at 6%; with 100% employer match about $319,738 at 4% or $213,158 at 6%.
201414$92,470$92,499$23,125iApproximate average salary by contribution assumption: employee only about $578,119 at 4% or $385,413 at 6%; with 50% employer match about $385,413 at 4% or $256,942 at 6%; with 100% employer match about $289,059 at 4% or $192,706 at 6%.
Charis Financial Services LLC 401(K) Plan-4$92,470$92,499$23,125iApproximate average salary by contribution assumption: employee only about $578,119 at 4% or $385,413 at 6%; with 50% employer match about $385,413 at 4% or $256,942 at 6%; with 100% employer match about $289,059 at 4% or $192,706 at 6%.