Charter Financial Group Inc.
Plan context: Charter Financial Group 401(K) Plan
EIN 52-1952584 • Bethesda, MD • 7 filings • 2 plans
Current Snapshot
Latest Year
2011
2011 Participants
3
2011 Assets
$326,992
2011 Contributions
$71,120
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $71,120 | - |
| Charter Financial Group 401(K) Plan | - | 0 | - | $71,120 | - |
| 2010 | 1 | 3 | $326,992 | $50,313 | $16,771iApproximate average salary by contribution assumption: employee only about $419,275 at 4% or $279,517 at 6%; with 50% employer match about $279,517 at 4% or $186,344 at 6%; with 100% employer match about $209,638 at 4% or $139,758 at 6%. |
| Charter Financial Group 401(K) Plan | - | 3 | $326,992 | $50,313 | $16,771iApproximate average salary by contribution assumption: employee only about $419,275 at 4% or $279,517 at 6%; with 50% employer match about $279,517 at 4% or $186,344 at 6%; with 100% employer match about $209,638 at 4% or $139,758 at 6%. |
| 2009 | 1 | 3 | $238,763 | $41,412 | $13,804iApproximate average salary by contribution assumption: employee only about $345,100 at 4% or $230,067 at 6%; with 50% employer match about $230,067 at 4% or $153,378 at 6%; with 100% employer match about $172,550 at 4% or $115,033 at 6%. |
| Charter Financial Group 401(K) Plan | - | 3 | $238,763 | $41,412 | $13,804iApproximate average salary by contribution assumption: employee only about $345,100 at 4% or $230,067 at 6%; with 50% employer match about $230,067 at 4% or $153,378 at 6%; with 100% employer match about $172,550 at 4% or $115,033 at 6%. |
| 2008 | 1 | 4 | $208,252 | $122,142 | $30,536iApproximate average salary by contribution assumption: employee only about $763,388 at 4% or $508,925 at 6%; with 50% employer match about $508,925 at 4% or $339,283 at 6%; with 100% employer match about $381,694 at 4% or $254,463 at 6%. |
| Charter Financial Group 401(K) Plan | - | 4 | $208,252 | $122,142 | $30,536iApproximate average salary by contribution assumption: employee only about $763,388 at 4% or $508,925 at 6%; with 50% employer match about $508,925 at 4% or $339,283 at 6%; with 100% employer match about $381,694 at 4% or $254,463 at 6%. |
| 2007 | 1 | 4 | $179,862 | $34,167 | $8,542iApproximate average salary by contribution assumption: employee only about $213,544 at 4% or $142,363 at 6%; with 50% employer match about $142,363 at 4% or $94,908 at 6%; with 100% employer match about $106,772 at 4% or $71,181 at 6%. |
| Charter Financial Group 401(K) Plan | - | 4 | $179,862 | $34,167 | $8,542iApproximate average salary by contribution assumption: employee only about $213,544 at 4% or $142,363 at 6%; with 50% employer match about $142,363 at 4% or $94,908 at 6%; with 100% employer match about $106,772 at 4% or $71,181 at 6%. |
| 2006 | 1 | 4 | $146,073 | $29,143 | $7,286iApproximate average salary by contribution assumption: employee only about $182,144 at 4% or $121,429 at 6%; with 50% employer match about $121,429 at 4% or $80,953 at 6%; with 100% employer match about $91,072 at 4% or $60,715 at 6%. |
| Charter Financial Group 401(K) Plan | - | 4 | $146,073 | $29,143 | $7,286iApproximate average salary by contribution assumption: employee only about $182,144 at 4% or $121,429 at 6%; with 50% employer match about $121,429 at 4% or $80,953 at 6%; with 100% employer match about $91,072 at 4% or $60,715 at 6%. |
| 2005 | 1 | 3 | $101,499 | $100,728 | $33,576iApproximate average salary by contribution assumption: employee only about $839,400 at 4% or $559,600 at 6%; with 50% employer match about $559,600 at 4% or $373,067 at 6%; with 100% employer match about $419,700 at 4% or $279,800 at 6%. |
| Charter Financial Group 401(K) Plan | - | 3 | $101,499 | $100,728 | $33,576iApproximate average salary by contribution assumption: employee only about $839,400 at 4% or $559,600 at 6%; with 50% employer match about $559,600 at 4% or $373,067 at 6%; with 100% employer match about $419,700 at 4% or $279,800 at 6%. |