Civic Intelligence

Charlotte Latin School

Plan context: Charlotte Latin School Retirement Plan

EIN 56-0944449 • 81 filings • 13 plans

Current Snapshot

Latest Year

2024

2024 Participants

399

2024 Assets

$59,553,829

2024 Contributions

$3,309,706

Historical Graphs

Total Assets Over Time

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

$59,737,921$29,868,961$0200920162023YearValue
$59,553,829Latest year 2023

Participants Over Time

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

3992000199920112023YearValue
399Latest year 2023

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
202410$0$3,309,706-
Charlotte Latin School Retirement Plan-0-$3,309,706-
20232399$59,553,829$4,379,031$10,975iApproximate average salary by contribution assumption: employee only about $274,375 at 4% or $182,917 at 6%; with 50% employer match about $182,917 at 4% or $121,945 at 6%; with 100% employer match about $137,188 at 4% or $91,458 at 6%.
Charlotte Latin School Retirement Plan-399$59,553,829$4,379,031$10,975iApproximate average salary by contribution assumption: employee only about $274,375 at 4% or $182,917 at 6%; with 50% employer match about $182,917 at 4% or $121,945 at 6%; with 100% employer match about $137,188 at 4% or $91,458 at 6%.
Charlotte Latin School Employee Health and Major Medical Plan-224---
20222335$53,196,540$3,741,839$11,170iApproximate average salary by contribution assumption: employee only about $279,242 at 4% or $186,161 at 6%; with 50% employer match about $186,161 at 4% or $124,107 at 6%; with 100% employer match about $139,621 at 4% or $93,081 at 6%.
Charlotte Latin School Retirement Plan-335$53,196,540$3,741,839$11,170iApproximate average salary by contribution assumption: employee only about $279,242 at 4% or $186,161 at 6%; with 50% employer match about $186,161 at 4% or $124,107 at 6%; with 100% employer match about $139,621 at 4% or $93,081 at 6%.
Charlotte Latin School Employee Health and Major Medical Plan-221---
20212301$49,127,760$3,555,855$11,813iApproximate average salary by contribution assumption: employee only about $295,337 at 4% or $196,891 at 6%; with 50% employer match about $196,891 at 4% or $131,261 at 6%; with 100% employer match about $147,668 at 4% or $98,446 at 6%.
Charlotte Latin School Retirement Plan-301$49,127,760$3,555,855$11,813iApproximate average salary by contribution assumption: employee only about $295,337 at 4% or $196,891 at 6%; with 50% employer match about $196,891 at 4% or $131,261 at 6%; with 100% employer match about $147,668 at 4% or $98,446 at 6%.
Charlotte Latin School Employee Health and Major Medical Plan-219---
20202279$59,737,921$3,764,626$13,493iApproximate average salary by contribution assumption: employee only about $337,332 at 4% or $224,888 at 6%; with 50% employer match about $224,888 at 4% or $149,925 at 6%; with 100% employer match about $168,666 at 4% or $112,444 at 6%.
Charlotte Latin School Retirement Plan-279$59,737,921$3,764,626$13,493iApproximate average salary by contribution assumption: employee only about $337,332 at 4% or $224,888 at 6%; with 50% employer match about $224,888 at 4% or $149,925 at 6%; with 100% employer match about $168,666 at 4% or $112,444 at 6%.
Charlotte Latin School Employee Health and Major Medical Plan-217---
20193286$47,994,340$2,942,598$10,289iApproximate average salary by contribution assumption: employee only about $257,220 at 4% or $171,480 at 6%; with 50% employer match about $171,480 at 4% or $114,320 at 6%; with 100% employer match about $128,610 at 4% or $85,740 at 6%.
Charlotte Latin School Retirement Plan-286$47,994,340$2,942,598$10,289iApproximate average salary by contribution assumption: employee only about $257,220 at 4% or $171,480 at 6%; with 50% employer match about $171,480 at 4% or $114,320 at 6%; with 100% employer match about $128,610 at 4% or $85,740 at 6%.
Charlotte Latin Schools Employee Dental Benefit Plan-0---
Charlotte Latin School Employee Health and Major Medical Plan-224---
20183252$46,701,445$2,990,248$11,866iApproximate average salary by contribution assumption: employee only about $296,652 at 4% or $197,768 at 6%; with 50% employer match about $197,768 at 4% or $131,845 at 6%; with 100% employer match about $148,326 at 4% or $98,884 at 6%.
Charlotte Latin School Retirement Plan-252$46,701,445$2,990,248$11,866iApproximate average salary by contribution assumption: employee only about $296,652 at 4% or $197,768 at 6%; with 50% employer match about $197,768 at 4% or $131,845 at 6%; with 100% employer match about $148,326 at 4% or $98,884 at 6%.
Charlotte Latin Schools Employee Dental Benefit Plan-209---
Charlotte Latin School Employee Health and Major Medical Plan-226---
20173242$43,709,869$2,944,165$12,166iApproximate average salary by contribution assumption: employee only about $304,149 at 4% or $202,766 at 6%; with 50% employer match about $202,766 at 4% or $135,177 at 6%; with 100% employer match about $152,075 at 4% or $101,383 at 6%.
Charlotte Latin School Retirement Plan-242$43,709,869$2,944,165$12,166iApproximate average salary by contribution assumption: employee only about $304,149 at 4% or $202,766 at 6%; with 50% employer match about $202,766 at 4% or $135,177 at 6%; with 100% employer match about $152,075 at 4% or $101,383 at 6%.
Charlotte Latin School Employee Health and Major Medical Plan-215---
Charlotte Latin Schools Employee Dental Benefit Plan-205---
20163237$41,504,451$2,823,644$11,914iApproximate average salary by contribution assumption: employee only about $297,853 at 4% or $198,568 at 6%; with 50% employer match about $198,568 at 4% or $132,379 at 6%; with 100% employer match about $148,926 at 4% or $99,284 at 6%.
Charlotte Latin School Retirement Plan-237$41,504,451$2,823,644$11,914iApproximate average salary by contribution assumption: employee only about $297,853 at 4% or $198,568 at 6%; with 50% employer match about $198,568 at 4% or $132,379 at 6%; with 100% employer match about $148,926 at 4% or $99,284 at 6%.
Charlotte Latin School Employee Health and Major Medical Plan-202---
Charlotte Latin Schools Employee Dental Benefit Plan-198---
20153299$35,652,191$2,756,936$9,221iApproximate average salary by contribution assumption: employee only about $230,513 at 4% or $153,675 at 6%; with 50% employer match about $153,675 at 4% or $102,450 at 6%; with 100% employer match about $115,257 at 4% or $76,838 at 6%.
Charlotte Latin School Retirement Plan-299$35,652,191$2,756,936$9,221iApproximate average salary by contribution assumption: employee only about $230,513 at 4% or $153,675 at 6%; with 50% employer match about $153,675 at 4% or $102,450 at 6%; with 100% employer match about $115,257 at 4% or $76,838 at 6%.
Charlotte Latin School Employee Health and Major Medical Plan-211---
Charlotte Latin Schools Employee Dental Benefit Plan-203---
20143240$34,849,435$2,527,319$10,530iApproximate average salary by contribution assumption: employee only about $263,262 at 4% or $175,508 at 6%; with 50% employer match about $175,508 at 4% or $117,006 at 6%; with 100% employer match about $131,631 at 4% or $87,754 at 6%.
Charlotte Latin School Retirement Plan-240$34,849,435$2,527,319$10,530iApproximate average salary by contribution assumption: employee only about $263,262 at 4% or $175,508 at 6%; with 50% employer match about $175,508 at 4% or $117,006 at 6%; with 100% employer match about $131,631 at 4% or $87,754 at 6%.
Charlotte Latin School Employee Health and Major Medical Plan-202---
Charlotte Latin Schools Employee Dental Benefit Plan-193---
20133377$33,509,378$2,491,201$6,608iApproximate average salary by contribution assumption: employee only about $165,199 at 4% or $110,133 at 6%; with 50% employer match about $110,133 at 4% or $73,422 at 6%; with 100% employer match about $82,600 at 4% or $55,066 at 6%.
Charlotte Latin School Retirement Plan-377$33,509,378$2,491,201$6,608iApproximate average salary by contribution assumption: employee only about $165,199 at 4% or $110,133 at 6%; with 50% employer match about $110,133 at 4% or $73,422 at 6%; with 100% employer match about $82,600 at 4% or $55,066 at 6%.
Charlotte Latin School Employee Health and Major Medical Plan-198---
Charlotte Latin Schools Employee Dental Benefit Plan-188---
20123216$29,660,024$2,509,543$11,618iApproximate average salary by contribution assumption: employee only about $290,456 at 4% or $193,638 at 6%; with 50% employer match about $193,638 at 4% or $129,092 at 6%; with 100% employer match about $145,228 at 4% or $96,819 at 6%.
Charlotte Latin School Retirement Plan-216$29,660,024$2,509,543$11,618iApproximate average salary by contribution assumption: employee only about $290,456 at 4% or $193,638 at 6%; with 50% employer match about $193,638 at 4% or $129,092 at 6%; with 100% employer match about $145,228 at 4% or $96,819 at 6%.
Charlotte Latin Schools Employee Dental Benefit Plan-189---
Charlotte Latin School Employee Health and Major Medical Plan-202---
20113216$26,311,132$2,471,775$11,443iApproximate average salary by contribution assumption: employee only about $286,085 at 4% or $190,723 at 6%; with 50% employer match about $190,723 at 4% or $127,149 at 6%; with 100% employer match about $143,043 at 4% or $95,362 at 6%.
Charlotte Latin School Retirement Plan-216$26,311,132$2,471,775$11,443iApproximate average salary by contribution assumption: employee only about $286,085 at 4% or $190,723 at 6%; with 50% employer match about $190,723 at 4% or $127,149 at 6%; with 100% employer match about $143,043 at 4% or $95,362 at 6%.
Charlotte Latin School Employee Health and Major Medical Plan-192---
Charlotte Latin Schools Employee Dental Benefit Plan-182---
20104224$25,186,545$2,451,903$10,946iApproximate average salary by contribution assumption: employee only about $273,650 at 4% or $182,433 at 6%; with 50% employer match about $182,433 at 4% or $121,622 at 6%; with 100% employer match about $136,825 at 4% or $91,217 at 6%.
Charlotte Latin School Retirement Plan-224$25,186,545$2,451,903$10,946iApproximate average salary by contribution assumption: employee only about $273,650 at 4% or $182,433 at 6%; with 50% employer match about $182,433 at 4% or $121,622 at 6%; with 100% employer match about $136,825 at 4% or $91,217 at 6%.
Charlotte Latin Schools Employee Dental Benefit Plan-175---
Charlotte Latin School Cafeteria Plan-209---
Charlotte Latin School Employee Health and Major Medical Plan-184---
20094219$20,847,080$2,474,714$11,300iApproximate average salary by contribution assumption: employee only about $282,502 at 4% or $188,334 at 6%; with 50% employer match about $188,334 at 4% or $125,556 at 6%; with 100% employer match about $141,251 at 4% or $94,167 at 6%.
Charlotte Latin School Retirement Plan-219$20,847,080$2,474,714$11,300iApproximate average salary by contribution assumption: employee only about $282,502 at 4% or $188,334 at 6%; with 50% employer match about $188,334 at 4% or $125,556 at 6%; with 100% employer match about $141,251 at 4% or $94,167 at 6%.
Charlotte Latin Schools Employee Dental Benefit Plan-181---
Charlotte Latin School Employee Health and Major Medical Plan-194---
Charlotte Latin School Cafeteria Plan-219---
20083186$0$0-
Charlotte Latin School Retirement Plan-0---
Charlotte Latin School Employee Health and Major Medical Plan-186---
Charlotte Latin Schools Employee Dental Benefit Plan-176---
20073216$0$0-
Charlotte Latin School Retirement Plan-0---
Charlotte Latin Schools Employee Dental Benefit Plan-190---
Charlotte Latin School Employee Health and Major Medical Plan-216---
20064185$0$0-
Charlotte Latin School Retirement Plan-0---
Charlotte Latin Schools Employee Dental Benefit Plan-171---
CHARLOTTE LATIN SCHOOL EMPLOYEE FLEXIBLE BENEFITS SPENDING-133---
Charlotte Latin School Employee Health and Major Medical Plan-185---
20054185$0$0-
CHARLOTTE LATIN SCHOOL EMPLOYEE FLEXIBLE BENEFITS SPENDING-126---
Charlotte Latin School Employee Health and Major Medical Plan-185---
Charlotte Latin Schools Employee Dental Benefit Plan-172---
Charlotte Latin School Retirement Plan-0---
20044179$0$0-
Charlotte Latin School Retirement Plan-0---
Charlotte Latin School Employee Health and Major Medical Plan-179---
CHARLOTTE LATIN SCHOOL EMPLOYEE FLEXIBLE BENEFITS SPENDING-125---
Charlotte Latin Schools Employee Dental Benefit Plan-165---
20034179$0$0-
CHARLOTTE LATIN SCHOOL EMPLOYEE FLEXIBLE BENEFITS SPENDING-116---
Charlotte Latin Schools Employee Dental Benefit Plan-161---
Charlotte Latin School Employee Health and Major Medical Plan-179---
Charlotte Latin School Retirement Plan-0---
20024212$0$0-
Charlotte Latin Schools Employee Dental Benefit Plan-166---
Charlotte Latin School Cafeteria Plan-212---
Charlotte Latin School Employee Health and Major Medical Plan-181---
Charlotte Latin School Retirement Plan-0---
20014208$0$0-
Charlotte Latin School Retirement Plan-0---
Charlotte Latin Schools Employee Dental Benefit Plan-160---
Charlotte Latin School Employee Health and Major Medical Plan-178---
Charlotte Latin School Cafeteria Plan-208---
20004176$0$0-
Charlotte Latin School Cafeteria Plan-86---
Charlotte Latin School Employee Health and Major Medical Plan-176---
Charlotte Latin Schools Employee Dental Benefit Plan-153---
Charlotte Latin School Retirement Plan-0---
19993187$0$0-
Charlotte Latin School Retirement Plan-0---
Charlotte Latin Schools Employee Dental Benefit Plan-129---
Charlotte Latin School Cafeteria Plan-187---