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
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 | $3,309,706 | - |
| Charlotte Latin School Retirement Plan | - | 0 | - | $3,309,706 | - |
| 2023 | 2 | 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 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 | - | - | - |
| 2022 | 2 | 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 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 | - | - | - |
| 2021 | 2 | 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 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 | - | - | - |
| 2020 | 2 | 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 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 | - | - | - |
| 2019 | 3 | 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 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 | - | - | - |
| 2018 | 3 | 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 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 | - | - | - |
| 2017 | 3 | 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 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 | - | - | - |
| 2016 | 3 | 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 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 | - | - | - |
| 2015 | 3 | 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 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 | - | - | - |
| 2014 | 3 | 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 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 | - | - | - |
| 2013 | 3 | 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 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 | - | - | - |
| 2012 | 3 | 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 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 | - | - | - |
| 2011 | 3 | 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 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 | - | - | - |
| 2010 | 4 | 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 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 | - | - | - |
| 2009 | 4 | 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 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 | - | - | - |
| 2008 | 3 | 186 | $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 | - | - | - |
| 2007 | 3 | 216 | $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 | - | - | - |
| 2006 | 4 | 185 | $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 | - | - | - |
| 2005 | 4 | 185 | $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 | - | - | - |
| 2004 | 4 | 179 | $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 | - | - | - |
| 2003 | 4 | 179 | $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 | - | - | - |
| 2002 | 4 | 212 | $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 | - | - | - |
| 2001 | 4 | 208 | $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 | - | - | - |
| 2000 | 4 | 176 | $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 | - | - | - |
| 1999 | 3 | 187 | $0 | $0 | - |
| Charlotte Latin School Retirement Plan | - | 0 | - | - | - |
| Charlotte Latin Schools Employee Dental Benefit Plan | - | 129 | - | - | - |
| Charlotte Latin School Cafeteria Plan | - | 187 | - | - | - |