Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$104,994
2024 Contributions
$105,000
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 | 0 | $0 | $0 | - |
| G.W. Charles Retirement Plan | - | 0 | - | - | - |
| 2023 | 1 | 1 | $104,994 | $0 | - |
| G.W. Charles Retirement Plan | - | 1 | $104,994 | - | - |
| 2022 | 1 | 1 | $112,681 | $0 | - |
| G.W. Charles Retirement Plan | - | 1 | $112,681 | - | - |
| 2021 | 1 | 1 | $125,050 | $0 | - |
| G.W. Charles Retirement Plan | - | 1 | $125,050 | - | - |
| 2020 | 1 | 1 | $123,965 | $0 | - |
| G.W. Charles Retirement Plan | - | 1 | $123,965 | - | - |
| 2019 | 1 | 1 | $134,763 | $0 | - |
| G.W. Charles Retirement Plan | - | 1 | $134,763 | - | - |
| 2018 | 1 | 1 | $139,491 | $0 | - |
| G.W. Charles Retirement Plan | - | 1 | $139,491 | - | - |
| 2017 | 1 | 1 | $142,674 | $0 | - |
| G.W. Charles Retirement Plan | - | 1 | $142,674 | - | - |
| 2016 | 1 | 1 | $95,937 | $0 | - |
| G.W. Charles Retirement Plan | - | 1 | $95,937 | - | - |
| 2015 | 1 | 1 | $136,756 | $0 | - |
| G.W. Charles Retirement Plan | - | 1 | $136,756 | - | - |
| 2014 | 1 | 1 | $105,021 | $105,000 | $105,000iApproximate average salary by contribution assumption: employee only about $2,625,000 at 4% or $1,750,000 at 6%; with 50% employer match about $1,750,000 at 4% or $1,166,667 at 6%; with 100% employer match about $1,312,500 at 4% or $875,000 at 6%. |
| G.W. Charles Retirement Plan | - | 1 | $105,021 | $105,000 | $105,000iApproximate average salary by contribution assumption: employee only about $2,625,000 at 4% or $1,750,000 at 6%; with 50% employer match about $1,750,000 at 4% or $1,166,667 at 6%; with 100% employer match about $1,312,500 at 4% or $875,000 at 6%. |