Civic Intelligence

Charlie & Son Sales and Servic

Plan context: Charlie & Son Sales and Servic 401(K) Profit Sharing Plan & Trust

EIN 47-4784599 • Madison, ME • 11 filings • 3 plans

466 Lakewood RdMadison, ME 04950-3016
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$219,174

2025 Contributions

$23,617

Historical Graphs

Total Assets Over Time

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

$219,174$109,587$0201520202025YearValue
$219,174Latest year 2025

Participants Over Time

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

420201520202025YearValue
3Latest 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
202513$219,174$23,617$7,872iApproximate average salary by contribution assumption: employee only about $196,808 at 4% or $131,206 at 6%; with 50% employer match about $131,206 at 4% or $87,470 at 6%; with 100% employer match about $98,404 at 4% or $65,603 at 6%.
Charlie & Son Sales and Servic 401(K) Profit Sharing Plan & Trust-3$219,174$23,617$7,872iApproximate average salary by contribution assumption: employee only about $196,808 at 4% or $131,206 at 6%; with 50% employer match about $131,206 at 4% or $87,470 at 6%; with 100% employer match about $98,404 at 4% or $65,603 at 6%.
202414$177,926$27,219$6,805iApproximate average salary by contribution assumption: employee only about $170,119 at 4% or $113,413 at 6%; with 50% employer match about $113,413 at 4% or $75,608 at 6%; with 100% employer match about $85,059 at 4% or $56,706 at 6%.
Charlie & Son Sales and Servic 401(K) Profit Sharing Plan & Trust-4$177,926$27,219$6,805iApproximate average salary by contribution assumption: employee only about $170,119 at 4% or $113,413 at 6%; with 50% employer match about $113,413 at 4% or $75,608 at 6%; with 100% employer match about $85,059 at 4% or $56,706 at 6%.
202312$132,769$17,700$8,850iApproximate average salary by contribution assumption: employee only about $221,250 at 4% or $147,500 at 6%; with 50% employer match about $147,500 at 4% or $98,333 at 6%; with 100% employer match about $110,625 at 4% or $73,750 at 6%.
Charlie & Son Sales and Servic 401(K) Profit Sharing Plan & Trust-2$132,769$17,700$8,850iApproximate average salary by contribution assumption: employee only about $221,250 at 4% or $147,500 at 6%; with 50% employer match about $147,500 at 4% or $98,333 at 6%; with 100% employer match about $110,625 at 4% or $73,750 at 6%.
202212$96,717$13,141$6,571iApproximate average salary by contribution assumption: employee only about $164,263 at 4% or $109,508 at 6%; with 50% employer match about $109,508 at 4% or $73,006 at 6%; with 100% employer match about $82,131 at 4% or $54,754 at 6%.
Charlie & Son Sales and Servic 401(K) Profit Sharing Plan & Trust-2$96,717$13,141$6,571iApproximate average salary by contribution assumption: employee only about $164,263 at 4% or $109,508 at 6%; with 50% employer match about $109,508 at 4% or $73,006 at 6%; with 100% employer match about $82,131 at 4% or $54,754 at 6%.
202112$101,358$11,025$5,513iApproximate average salary by contribution assumption: employee only about $137,813 at 4% or $91,875 at 6%; with 50% employer match about $91,875 at 4% or $61,250 at 6%; with 100% employer match about $68,906 at 4% or $45,938 at 6%.
Charlie & Son Sales and Servic 401(K) Profit Sharing Plan & Trust-2$101,358$11,025$5,513iApproximate average salary by contribution assumption: employee only about $137,813 at 4% or $91,875 at 6%; with 50% employer match about $91,875 at 4% or $61,250 at 6%; with 100% employer match about $68,906 at 4% or $45,938 at 6%.
202012$77,972$8,588$4,294iApproximate average salary by contribution assumption: employee only about $107,350 at 4% or $71,567 at 6%; with 50% employer match about $71,567 at 4% or $47,711 at 6%; with 100% employer match about $53,675 at 4% or $35,783 at 6%.
Charlie & Son Sales and Servic 401(K) Profit Sharing Plan & Trust-2$77,972$8,588$4,294iApproximate average salary by contribution assumption: employee only about $107,350 at 4% or $71,567 at 6%; with 50% employer match about $71,567 at 4% or $47,711 at 6%; with 100% employer match about $53,675 at 4% or $35,783 at 6%.
201912$57,127$7,800$3,900iApproximate average salary by contribution assumption: employee only about $97,500 at 4% or $65,000 at 6%; with 50% employer match about $65,000 at 4% or $43,333 at 6%; with 100% employer match about $48,750 at 4% or $32,500 at 6%.
Charlie & Son Sales and Servic 401(K) Profit Sharing Plan & Trust-2$57,127$7,800$3,900iApproximate average salary by contribution assumption: employee only about $97,500 at 4% or $65,000 at 6%; with 50% employer match about $65,000 at 4% or $43,333 at 6%; with 100% employer match about $48,750 at 4% or $32,500 at 6%.
201812$40,097$7,800$3,900iApproximate average salary by contribution assumption: employee only about $97,500 at 4% or $65,000 at 6%; with 50% employer match about $65,000 at 4% or $43,333 at 6%; with 100% employer match about $48,750 at 4% or $32,500 at 6%.
Charlie & Son Sales and Servic 401(K) Profit Sharing Plan & Trust-2$40,097$7,800$3,900iApproximate average salary by contribution assumption: employee only about $97,500 at 4% or $65,000 at 6%; with 50% employer match about $65,000 at 4% or $43,333 at 6%; with 100% employer match about $48,750 at 4% or $32,500 at 6%.
201712$34,153$9,579$4,790iApproximate average salary by contribution assumption: employee only about $119,738 at 4% or $79,825 at 6%; with 50% employer match about $79,825 at 4% or $53,217 at 6%; with 100% employer match about $59,869 at 4% or $39,913 at 6%.
Charlie & Son Sales and Servic 401(K) Profit Sharing Plan & Trust-2$34,153$9,579$4,790iApproximate average salary by contribution assumption: employee only about $119,738 at 4% or $79,825 at 6%; with 50% employer match about $79,825 at 4% or $53,217 at 6%; with 100% employer match about $59,869 at 4% or $39,913 at 6%.
201611$20,665$11,249$11,249iApproximate average salary by contribution assumption: employee only about $281,225 at 4% or $187,483 at 6%; with 50% employer match about $187,483 at 4% or $124,989 at 6%; with 100% employer match about $140,613 at 4% or $93,742 at 6%.
Charlie & Son Sales and Servic 401(K) Profit Sharing Plan & Trust-1$20,665$11,249$11,249iApproximate average salary by contribution assumption: employee only about $281,225 at 4% or $187,483 at 6%; with 50% employer match about $187,483 at 4% or $124,989 at 6%; with 100% employer match about $140,613 at 4% or $93,742 at 6%.
201511$8,327$8,437$8,437iApproximate average salary by contribution assumption: employee only about $210,925 at 4% or $140,617 at 6%; with 50% employer match about $140,617 at 4% or $93,744 at 6%; with 100% employer match about $105,463 at 4% or $70,308 at 6%.
Charlie & Son Sales and Servic 401(K) Profit Sharing Plan & Trust-1$8,327$8,437$8,437iApproximate average salary by contribution assumption: employee only about $210,925 at 4% or $140,617 at 6%; with 50% employer match about $140,617 at 4% or $93,744 at 6%; with 100% employer match about $105,463 at 4% or $70,308 at 6%.