Civic Intelligence

Jeffrey L Charter a Sole Proprietor

Plan context: JEFFREY L CHARTER A SOLE PROPRIETOR 401K PROFIT SHARING PLAN

EIN 47-2241735 • Arbuckle, CA • 23 filings • 3 plans

822 Almond AvenueArbuckle, CA 95912
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$935,212

2025 Contributions

$521,434

Historical Graphs

Total Assets Over Time

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

$935,212$467,606$0201420202025YearValue
$935,212Latest year 2025

Participants Over Time

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

630201420202025YearValue
6Latest year 2025

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
202516$935,212$521,434$86,906iApproximate average salary by contribution assumption: employee only about $2,172,642 at 4% or $1,448,428 at 6%; with 50% employer match about $1,448,428 at 4% or $965,619 at 6%; with 100% employer match about $1,086,321 at 4% or $724,214 at 6%.
JEFFREY L CHARTER A SOLE PROPRIETOR 401K PROFIT SHARING PLAN-6$935,212$521,434$86,906iApproximate average salary by contribution assumption: employee only about $2,172,642 at 4% or $1,448,428 at 6%; with 50% employer match about $1,448,428 at 4% or $965,619 at 6%; with 100% employer match about $1,086,321 at 4% or $724,214 at 6%.
202426$354,833$11,887$1,981iApproximate average salary by contribution assumption: employee only about $49,529 at 4% or $33,019 at 6%; with 50% employer match about $33,019 at 4% or $22,013 at 6%; with 100% employer match about $24,765 at 4% or $16,510 at 6%.
JEFFREY L CHARTER A SOLE PROPRIETOR 401K PROFIT SHARING PLAN-6$354,833$11,887$1,981iApproximate average salary by contribution assumption: employee only about $49,529 at 4% or $33,019 at 6%; with 50% employer match about $33,019 at 4% or $22,013 at 6%; with 100% employer match about $24,765 at 4% or $16,510 at 6%.
Jeffrey L Charter a Sole Proprietor Cash Balance Pension Plan-0$0--
202325$755,396$8,917$1,783iApproximate average salary by contribution assumption: employee only about $44,585 at 4% or $29,723 at 6%; with 50% employer match about $29,723 at 4% or $19,816 at 6%; with 100% employer match about $22,293 at 4% or $14,862 at 6%.
Jeffrey L Charter a Sole Proprietor Cash Balance Pension Plan-5$435,441$5,871$1,174iApproximate average salary by contribution assumption: employee only about $29,355 at 4% or $19,570 at 6%; with 50% employer match about $19,570 at 4% or $13,047 at 6%; with 100% employer match about $14,678 at 4% or $9,785 at 6%.
JEFFREY L CHARTER A SOLE PROPRIETOR 401K PROFIT SHARING PLAN-5$319,955$3,046$609iApproximate average salary by contribution assumption: employee only about $15,230 at 4% or $10,153 at 6%; with 50% employer match about $10,153 at 4% or $6,769 at 6%; with 100% employer match about $7,615 at 4% or $5,077 at 6%.
202225$671,564$4,519$904iApproximate average salary by contribution assumption: employee only about $22,595 at 4% or $15,063 at 6%; with 50% employer match about $15,063 at 4% or $10,042 at 6%; with 100% employer match about $11,298 at 4% or $7,532 at 6%.
Jeffrey L Charter a Sole Proprietor Cash Balance Pension Plan-5$386,459$1,022$204iApproximate average salary by contribution assumption: employee only about $5,110 at 4% or $3,407 at 6%; with 50% employer match about $3,407 at 4% or $2,271 at 6%; with 100% employer match about $2,555 at 4% or $1,703 at 6%.
JEFFREY L CHARTER A SOLE PROPRIETOR 401K PROFIT SHARING PLAN-5$285,105$3,497$699iApproximate average salary by contribution assumption: employee only about $17,485 at 4% or $11,657 at 6%; with 50% employer match about $11,657 at 4% or $7,771 at 6%; with 100% employer match about $8,743 at 4% or $5,828 at 6%.
202125$787,919$5,607$1,121iApproximate average salary by contribution assumption: employee only about $28,035 at 4% or $18,690 at 6%; with 50% employer match about $18,690 at 4% or $12,460 at 6%; with 100% employer match about $14,018 at 4% or $9,345 at 6%.
Jeffrey L Charter a Sole Proprietor Cash Balance Pension Plan-5$455,281--
JEFFREY L CHARTER A SOLE PROPRIETOR 401K PROFIT SHARING PLAN-5$332,638$5,607$1,121iApproximate average salary by contribution assumption: employee only about $28,035 at 4% or $18,690 at 6%; with 50% employer match about $18,690 at 4% or $12,460 at 6%; with 100% employer match about $14,018 at 4% or $9,345 at 6%.
202024$728,370$75,982$18,996iApproximate average salary by contribution assumption: employee only about $474,888 at 4% or $316,592 at 6%; with 50% employer match about $316,592 at 4% or $211,061 at 6%; with 100% employer match about $237,444 at 4% or $158,296 at 6%.
Jeffrey L Charter a Sole Proprietor Cash Balance Pension Plan-4$423,889$41,541$10,385iApproximate average salary by contribution assumption: employee only about $259,631 at 4% or $173,088 at 6%; with 50% employer match about $173,088 at 4% or $115,392 at 6%; with 100% employer match about $129,816 at 4% or $86,544 at 6%.
JEFFREY L CHARTER A SOLE PROPRIETOR 401K PROFIT SHARING PLAN-4$304,481$34,441$8,610iApproximate average salary by contribution assumption: employee only about $215,256 at 4% or $143,504 at 6%; with 50% employer match about $143,504 at 4% or $95,669 at 6%; with 100% employer match about $107,628 at 4% or $71,752 at 6%.
201925$617,859$70,499$14,100iApproximate average salary by contribution assumption: employee only about $352,495 at 4% or $234,997 at 6%; with 50% employer match about $234,997 at 4% or $156,664 at 6%; with 100% employer match about $176,248 at 4% or $117,498 at 6%.
Jeffrey L Charter a Sole Proprietor Cash Balance Pension Plan-4$350,403$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
JEFFREY L CHARTER A SOLE PROPRIETOR 401K PROFIT SHARING PLAN-5$267,456$50,499$10,100iApproximate average salary by contribution assumption: employee only about $252,495 at 4% or $168,330 at 6%; with 50% employer match about $168,330 at 4% or $112,220 at 6%; with 100% employer match about $126,247 at 4% or $84,165 at 6%.
201825$485,903$109,178$21,836iApproximate average salary by contribution assumption: employee only about $545,890 at 4% or $363,927 at 6%; with 50% employer match about $363,927 at 4% or $242,618 at 6%; with 100% employer match about $272,945 at 4% or $181,963 at 6%.
Jeffrey L Charter a Sole Proprietor Cash Balance Pension Plan-5$293,306$55,593$11,119iApproximate average salary by contribution assumption: employee only about $277,965 at 4% or $185,310 at 6%; with 50% employer match about $185,310 at 4% or $123,540 at 6%; with 100% employer match about $138,983 at 4% or $92,655 at 6%.
JEFFREY L CHARTER A SOLE PROPRIETOR 401K PROFIT SHARING PLAN-5$192,597$53,585$10,717iApproximate average salary by contribution assumption: employee only about $267,925 at 4% or $178,617 at 6%; with 50% employer match about $178,617 at 4% or $119,078 at 6%; with 100% employer match about $133,963 at 4% or $89,308 at 6%.
201725$393,970$126,649$25,330iApproximate average salary by contribution assumption: employee only about $633,245 at 4% or $422,163 at 6%; with 50% employer match about $422,163 at 4% or $281,442 at 6%; with 100% employer match about $316,623 at 4% or $211,082 at 6%.
Jeffrey L Charter a Sole Proprietor Cash Balance Pension Plan-5$248,594$60,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
JEFFREY L CHARTER A SOLE PROPRIETOR 401K PROFIT SHARING PLAN-5$145,376$66,649$13,330iApproximate average salary by contribution assumption: employee only about $333,245 at 4% or $222,163 at 6%; with 50% employer match about $222,163 at 4% or $148,109 at 6%; with 100% employer match about $166,623 at 4% or $111,082 at 6%.
201625$243,522$103,942$20,788iApproximate average salary by contribution assumption: employee only about $519,710 at 4% or $346,473 at 6%; with 50% employer match about $346,473 at 4% or $230,982 at 6%; with 100% employer match about $259,855 at 4% or $173,237 at 6%.
Jeffrey L Charter a Sole Proprietor Cash Balance Pension Plan-5$171,804$80,396$16,079iApproximate average salary by contribution assumption: employee only about $401,980 at 4% or $267,987 at 6%; with 50% employer match about $267,987 at 4% or $178,658 at 6%; with 100% employer match about $200,990 at 4% or $133,993 at 6%.
JEFFREY L CHARTER A SOLE PROPRIETOR 401K PROFIT SHARING PLAN-5$71,718$23,546$4,709iApproximate average salary by contribution assumption: employee only about $117,730 at 4% or $78,487 at 6%; with 50% employer match about $78,487 at 4% or $52,324 at 6%; with 100% employer match about $58,865 at 4% or $39,243 at 6%.
201525$131,231$67,186$13,437iApproximate average salary by contribution assumption: employee only about $335,930 at 4% or $223,953 at 6%; with 50% employer match about $223,953 at 4% or $149,302 at 6%; with 100% employer match about $167,965 at 4% or $111,977 at 6%.
Jeffrey L Charter a Sole Proprietor Cash Balance Pension Plan-5$85,940$43,978$8,796iApproximate average salary by contribution assumption: employee only about $219,890 at 4% or $146,593 at 6%; with 50% employer match about $146,593 at 4% or $97,729 at 6%; with 100% employer match about $109,945 at 4% or $73,297 at 6%.
JEFFREY L CHARTER A SOLE PROPRIETOR 401K PROFIT SHARING PLAN-5$45,291$23,208$4,642iApproximate average salary by contribution assumption: employee only about $116,040 at 4% or $77,360 at 6%; with 50% employer match about $77,360 at 4% or $51,573 at 6%; with 100% employer match about $58,020 at 4% or $38,680 at 6%.
201425$70,500$70,500$14,100iApproximate average salary by contribution assumption: employee only about $352,500 at 4% or $235,000 at 6%; with 50% employer match about $235,000 at 4% or $156,667 at 6%; with 100% employer match about $176,250 at 4% or $117,500 at 6%.
Jeffrey L Charter a Sole Proprietor Cash Balance Pension Plan-5$46,192$46,192$9,238iApproximate average salary by contribution assumption: employee only about $230,960 at 4% or $153,973 at 6%; with 50% employer match about $153,973 at 4% or $102,649 at 6%; with 100% employer match about $115,480 at 4% or $76,987 at 6%.
JEFFREY L CHARTER A SOLE PROPRIETOR 401K PROFIT SHARING PLAN-5$24,308$24,308$4,862iApproximate average salary by contribution assumption: employee only about $121,540 at 4% or $81,027 at 6%; with 50% employer match about $81,027 at 4% or $54,018 at 6%; with 100% employer match about $60,770 at 4% or $40,513 at 6%.