Charter Properties Inc.
Plan context: Charter Properties Inc. Retirement Savings Plan
EIN 56-0953735 • Charlotte, NC • 27 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
33
2024 Assets
$8,442,178
2024 Contributions
$354,097
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 | 33 | $8,442,178 | $354,097 | $10,730iApproximate average salary by contribution assumption: employee only about $268,255 at 4% or $178,837 at 6%; with 50% employer match about $178,837 at 4% or $119,225 at 6%; with 100% employer match about $134,128 at 4% or $89,418 at 6%. |
| Charter Properties Inc. Retirement Savings Plan | - | 33 | $8,442,178 | $354,097 | $10,730iApproximate average salary by contribution assumption: employee only about $268,255 at 4% or $178,837 at 6%; with 50% employer match about $178,837 at 4% or $119,225 at 6%; with 100% employer match about $134,128 at 4% or $89,418 at 6%. |
| 2023 | 1 | 36 | $7,200,369 | $336,939 | $9,359iApproximate average salary by contribution assumption: employee only about $233,985 at 4% or $155,990 at 6%; with 50% employer match about $155,990 at 4% or $103,994 at 6%; with 100% employer match about $116,993 at 4% or $77,995 at 6%. |
| Charter Properties Inc. Retirement Savings Plan | - | 36 | $7,200,369 | $336,939 | $9,359iApproximate average salary by contribution assumption: employee only about $233,985 at 4% or $155,990 at 6%; with 50% employer match about $155,990 at 4% or $103,994 at 6%; with 100% employer match about $116,993 at 4% or $77,995 at 6%. |
| 2022 | 1 | 37 | $5,998,044 | $312,801 | $8,454iApproximate average salary by contribution assumption: employee only about $211,352 at 4% or $140,901 at 6%; with 50% employer match about $140,901 at 4% or $93,934 at 6%; with 100% employer match about $105,676 at 4% or $70,451 at 6%. |
| Charter Properties Inc. Retirement Savings Plan | - | 37 | $5,998,044 | $312,801 | $8,454iApproximate average salary by contribution assumption: employee only about $211,352 at 4% or $140,901 at 6%; with 50% employer match about $140,901 at 4% or $93,934 at 6%; with 100% employer match about $105,676 at 4% or $70,451 at 6%. |
| 2021 | 1 | 38 | $7,127,839 | $312,529 | $8,224iApproximate average salary by contribution assumption: employee only about $205,611 at 4% or $137,074 at 6%; with 50% employer match about $137,074 at 4% or $91,383 at 6%; with 100% employer match about $102,806 at 4% or $68,537 at 6%. |
| Charter Properties Inc. Retirement Savings Plan | - | 38 | $7,127,839 | $312,529 | $8,224iApproximate average salary by contribution assumption: employee only about $205,611 at 4% or $137,074 at 6%; with 50% employer match about $137,074 at 4% or $91,383 at 6%; with 100% employer match about $102,806 at 4% or $68,537 at 6%. |
| 2020 | 1 | 35 | $6,203,093 | $279,944 | $7,998iApproximate average salary by contribution assumption: employee only about $199,960 at 4% or $133,307 at 6%; with 50% employer match about $133,307 at 4% or $88,871 at 6%; with 100% employer match about $99,980 at 4% or $66,653 at 6%. |
| Charter Properties Inc. Retirement Savings Plan | - | 35 | $6,203,093 | $279,944 | $7,998iApproximate average salary by contribution assumption: employee only about $199,960 at 4% or $133,307 at 6%; with 50% employer match about $133,307 at 4% or $88,871 at 6%; with 100% employer match about $99,980 at 4% or $66,653 at 6%. |
| 2019 | 1 | 39 | $5,415,424 | $291,689 | $7,479iApproximate average salary by contribution assumption: employee only about $186,980 at 4% or $124,653 at 6%; with 50% employer match about $124,653 at 4% or $83,102 at 6%; with 100% employer match about $93,490 at 4% or $62,327 at 6%. |
| Charter Properties Inc. Retirement Savings Plan | - | 39 | $5,415,424 | $291,689 | $7,479iApproximate average salary by contribution assumption: employee only about $186,980 at 4% or $124,653 at 6%; with 50% employer match about $124,653 at 4% or $83,102 at 6%; with 100% employer match about $93,490 at 4% or $62,327 at 6%. |
| 2018 | 1 | 43 | $4,910,638 | $352,172 | $8,190iApproximate average salary by contribution assumption: employee only about $204,751 at 4% or $136,501 at 6%; with 50% employer match about $136,501 at 4% or $91,001 at 6%; with 100% employer match about $102,376 at 4% or $68,250 at 6%. |
| Charter Properties Inc. Retirement Savings Plan | - | 43 | $4,910,638 | $352,172 | $8,190iApproximate average salary by contribution assumption: employee only about $204,751 at 4% or $136,501 at 6%; with 50% employer match about $136,501 at 4% or $91,001 at 6%; with 100% employer match about $102,376 at 4% or $68,250 at 6%. |
| 2017 | 1 | 42 | $4,816,291 | $468,644 | $11,158iApproximate average salary by contribution assumption: employee only about $278,955 at 4% or $185,970 at 6%; with 50% employer match about $185,970 at 4% or $123,980 at 6%; with 100% employer match about $139,477 at 4% or $92,985 at 6%. |
| Charter Properties Inc. Retirement Savings Plan | - | 42 | $4,816,291 | $468,644 | $11,158iApproximate average salary by contribution assumption: employee only about $278,955 at 4% or $185,970 at 6%; with 50% employer match about $185,970 at 4% or $123,980 at 6%; with 100% employer match about $139,477 at 4% or $92,985 at 6%. |
| 2016 | 1 | 40 | $3,911,687 | $277,865 | $6,947iApproximate average salary by contribution assumption: employee only about $173,666 at 4% or $115,777 at 6%; with 50% employer match about $115,777 at 4% or $77,185 at 6%; with 100% employer match about $86,833 at 4% or $57,889 at 6%. |
| Charter Properties Inc. Retirement Savings Plan | - | 40 | $3,911,687 | $277,865 | $6,947iApproximate average salary by contribution assumption: employee only about $173,666 at 4% or $115,777 at 6%; with 50% employer match about $115,777 at 4% or $77,185 at 6%; with 100% employer match about $86,833 at 4% or $57,889 at 6%. |
| 2015 | 1 | 33 | $3,932,001 | $257,588 | $7,806iApproximate average salary by contribution assumption: employee only about $195,142 at 4% or $130,095 at 6%; with 50% employer match about $130,095 at 4% or $86,730 at 6%; with 100% employer match about $97,571 at 4% or $65,047 at 6%. |
| Charter Properties Inc. Retirement Savings Plan | - | 33 | $3,932,001 | $257,588 | $7,806iApproximate average salary by contribution assumption: employee only about $195,142 at 4% or $130,095 at 6%; with 50% employer match about $130,095 at 4% or $86,730 at 6%; with 100% employer match about $97,571 at 4% or $65,047 at 6%. |
| 2014 | 1 | 34 | $3,695,480 | $245,034 | $7,207iApproximate average salary by contribution assumption: employee only about $180,172 at 4% or $120,115 at 6%; with 50% employer match about $120,115 at 4% or $80,076 at 6%; with 100% employer match about $90,086 at 4% or $60,057 at 6%. |
| Charter Properties Inc. Retirement Savings Plan | - | 34 | $3,695,480 | $245,034 | $7,207iApproximate average salary by contribution assumption: employee only about $180,172 at 4% or $120,115 at 6%; with 50% employer match about $120,115 at 4% or $80,076 at 6%; with 100% employer match about $90,086 at 4% or $60,057 at 6%. |
| 2013 | 1 | 35 | $3,495,438 | $254,458 | $7,270iApproximate average salary by contribution assumption: employee only about $181,756 at 4% or $121,170 at 6%; with 50% employer match about $121,170 at 4% or $80,780 at 6%; with 100% employer match about $90,878 at 4% or $60,585 at 6%. |
| Charter Properties Inc. Retirement Savings Plan | - | 35 | $3,495,438 | $254,458 | $7,270iApproximate average salary by contribution assumption: employee only about $181,756 at 4% or $121,170 at 6%; with 50% employer match about $121,170 at 4% or $80,780 at 6%; with 100% employer match about $90,878 at 4% or $60,585 at 6%. |
| 2012 | 1 | 30 | $2,771,015 | $243,068 | $8,102iApproximate average salary by contribution assumption: employee only about $202,557 at 4% or $135,038 at 6%; with 50% employer match about $135,038 at 4% or $90,025 at 6%; with 100% employer match about $101,278 at 4% or $67,519 at 6%. |
| Charter Properties Inc. Retirement Savings Plan | - | 30 | $2,771,015 | $243,068 | $8,102iApproximate average salary by contribution assumption: employee only about $202,557 at 4% or $135,038 at 6%; with 50% employer match about $135,038 at 4% or $90,025 at 6%; with 100% employer match about $101,278 at 4% or $67,519 at 6%. |
| 2011 | 1 | 32 | $2,431,120 | $249,670 | $7,802iApproximate average salary by contribution assumption: employee only about $195,055 at 4% or $130,036 at 6%; with 50% employer match about $130,036 at 4% or $86,691 at 6%; with 100% employer match about $97,527 at 4% or $65,018 at 6%. |
| Charter Properties Inc. Retirement Savings Plan | - | 32 | $2,431,120 | $249,670 | $7,802iApproximate average salary by contribution assumption: employee only about $195,055 at 4% or $130,036 at 6%; with 50% employer match about $130,036 at 4% or $86,691 at 6%; with 100% employer match about $97,527 at 4% or $65,018 at 6%. |
| 2010 | 1 | 40 | $2,535,831 | $220,112 | $5,503iApproximate average salary by contribution assumption: employee only about $137,570 at 4% or $91,713 at 6%; with 50% employer match about $91,713 at 4% or $61,142 at 6%; with 100% employer match about $68,785 at 4% or $45,857 at 6%. |
| Charter Properties Inc. Retirement Savings Plan | - | 40 | $2,535,831 | $220,112 | $5,503iApproximate average salary by contribution assumption: employee only about $137,570 at 4% or $91,713 at 6%; with 50% employer match about $91,713 at 4% or $61,142 at 6%; with 100% employer match about $68,785 at 4% or $45,857 at 6%. |
| 2009 | 1 | 38 | $2,083,088 | $219,525 | $5,777iApproximate average salary by contribution assumption: employee only about $144,424 at 4% or $96,283 at 6%; with 50% employer match about $96,283 at 4% or $64,189 at 6%; with 100% employer match about $72,212 at 4% or $48,141 at 6%. |
| Charter Properties Inc. Retirement Savings Plan | - | 38 | $2,083,088 | $219,525 | $5,777iApproximate average salary by contribution assumption: employee only about $144,424 at 4% or $96,283 at 6%; with 50% employer match about $96,283 at 4% or $64,189 at 6%; with 100% employer match about $72,212 at 4% or $48,141 at 6%. |
| 2008 | 1 | 29 | $1,621,636 | $207,830 | $7,167iApproximate average salary by contribution assumption: employee only about $179,164 at 4% or $119,443 at 6%; with 50% employer match about $119,443 at 4% or $79,628 at 6%; with 100% employer match about $89,582 at 4% or $59,721 at 6%. |
| Charter Properties Inc. Retirement Savings Plan | - | 29 | $1,621,636 | $207,830 | $7,167iApproximate average salary by contribution assumption: employee only about $179,164 at 4% or $119,443 at 6%; with 50% employer match about $119,443 at 4% or $79,628 at 6%; with 100% employer match about $89,582 at 4% or $59,721 at 6%. |
| 2007 | 1 | 28 | $1,969,560 | $206,971 | $7,392iApproximate average salary by contribution assumption: employee only about $184,796 at 4% or $123,197 at 6%; with 50% employer match about $123,197 at 4% or $82,131 at 6%; with 100% employer match about $92,398 at 4% or $61,599 at 6%. |
| Charter Properties Inc. Retirement Savings Plan | - | 28 | $1,969,560 | $206,971 | $7,392iApproximate average salary by contribution assumption: employee only about $184,796 at 4% or $123,197 at 6%; with 50% employer match about $123,197 at 4% or $82,131 at 6%; with 100% employer match about $92,398 at 4% or $61,599 at 6%. |
| 2006 | 1 | 31 | $1,717,167 | $98,112 | $3,165iApproximate average salary by contribution assumption: employee only about $79,123 at 4% or $52,748 at 6%; with 50% employer match about $52,748 at 4% or $35,166 at 6%; with 100% employer match about $39,561 at 4% or $26,374 at 6%. |
| Charter Properties Inc. Retirement Savings Plan | - | 31 | $1,717,167 | $98,112 | $3,165iApproximate average salary by contribution assumption: employee only about $79,123 at 4% or $52,748 at 6%; with 50% employer match about $52,748 at 4% or $35,166 at 6%; with 100% employer match about $39,561 at 4% or $26,374 at 6%. |
| 2005 | 1 | 35 | $1,496,895 | $310,340 | $8,867iApproximate average salary by contribution assumption: employee only about $221,671 at 4% or $147,781 at 6%; with 50% employer match about $147,781 at 4% or $98,521 at 6%; with 100% employer match about $110,836 at 4% or $73,890 at 6%. |
| Charter Properties Inc. Retirement Savings Plan | - | 35 | $1,496,895 | $310,340 | $8,867iApproximate average salary by contribution assumption: employee only about $221,671 at 4% or $147,781 at 6%; with 50% employer match about $147,781 at 4% or $98,521 at 6%; with 100% employer match about $110,836 at 4% or $73,890 at 6%. |
| 2004 | 1 | 38 | $1,119,751 | $138,055 | $3,633iApproximate average salary by contribution assumption: employee only about $90,826 at 4% or $60,550 at 6%; with 50% employer match about $60,550 at 4% or $40,367 at 6%; with 100% employer match about $45,413 at 4% or $30,275 at 6%. |
| Charter Properties Inc. Retirement Savings Plan | - | 38 | $1,119,751 | $138,055 | $3,633iApproximate average salary by contribution assumption: employee only about $90,826 at 4% or $60,550 at 6%; with 50% employer match about $60,550 at 4% or $40,367 at 6%; with 100% employer match about $45,413 at 4% or $30,275 at 6%. |
| 2003 | 1 | 36 | $909,593 | $114,368 | $3,177iApproximate average salary by contribution assumption: employee only about $79,422 at 4% or $52,948 at 6%; with 50% employer match about $52,948 at 4% or $35,299 at 6%; with 100% employer match about $39,711 at 4% or $26,474 at 6%. |
| Charter Properties Inc. Retirement Savings Plan | - | 36 | $909,593 | $114,368 | $3,177iApproximate average salary by contribution assumption: employee only about $79,422 at 4% or $52,948 at 6%; with 50% employer match about $52,948 at 4% or $35,299 at 6%; with 100% employer match about $39,711 at 4% or $26,474 at 6%. |
| 2002 | 1 | 34 | $0 | $0 | - |
| Charter Properties Inc. Retirement Savings Plan | - | 34 | - | - | - |
| 2001 | 1 | 19 | $0 | $0 | - |
| Charter Properties Inc. Retirement Savings Plan | - | 19 | - | - | - |
| 2000 | 2 | 19 | $0 | $0 | - |
| Charter Properties Inc. Flexible Benefits Plan | - | 19 | - | - | - |
| Charter Properties Inc. Retirement Savings Plan | - | 15 | - | - | - |
| 1999 | 1 | 21 | $0 | $0 | - |
| Charter Properties Inc. Flexible Benefits Plan | - | 21 | - | - | - |