Civic Intelligence

Charles & Colvard Ltd

Plan context: Charles & Colvard Ltd 401(K) Plan

EIN 56-1928817 • Morrisville, NC • 18 filings • 3 plans

170 Southport DrMorrisville, NC 27560
Current Snapshot

Latest Year

2025

2025 Participants

39

2025 Assets

$2,959,597

2025 Contributions

$64,016

Historical Graphs

Total Assets Over Time

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

$3,326,107$1,663,054$0200820172025YearValue
$2,959,597Latest year 2025

Participants Over Time

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

78390200820172025YearValue
39Latest 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
2025139$2,959,597$64,016$1,641iApproximate average salary by contribution assumption: employee only about $41,036 at 4% or $27,357 at 6%; with 50% employer match about $27,357 at 4% or $18,238 at 6%; with 100% employer match about $20,518 at 4% or $13,679 at 6%.
Charles & Colvard Ltd 401(K) Plan-39$2,959,597$64,016$1,641iApproximate average salary by contribution assumption: employee only about $41,036 at 4% or $27,357 at 6%; with 50% employer match about $27,357 at 4% or $18,238 at 6%; with 100% employer match about $20,518 at 4% or $13,679 at 6%.
2024144$2,872,375$228,125$5,185iApproximate average salary by contribution assumption: employee only about $129,616 at 4% or $86,411 at 6%; with 50% employer match about $86,411 at 4% or $57,607 at 6%; with 100% employer match about $64,808 at 4% or $43,205 at 6%.
Charles & Colvard Ltd 401(K) Plan-44$2,872,375$228,125$5,185iApproximate average salary by contribution assumption: employee only about $129,616 at 4% or $86,411 at 6%; with 50% employer match about $86,411 at 4% or $57,607 at 6%; with 100% employer match about $64,808 at 4% or $43,205 at 6%.
2023157$3,326,107$486,980$8,544iApproximate average salary by contribution assumption: employee only about $213,588 at 4% or $142,392 at 6%; with 50% employer match about $142,392 at 4% or $94,928 at 6%; with 100% employer match about $106,794 at 4% or $71,196 at 6%.
Charles & Colvard Ltd 401(K) Plan-57$3,326,107$486,980$8,544iApproximate average salary by contribution assumption: employee only about $213,588 at 4% or $142,392 at 6%; with 50% employer match about $142,392 at 4% or $94,928 at 6%; with 100% employer match about $106,794 at 4% or $71,196 at 6%.
2022156$2,815,236$414,647$7,404iApproximate average salary by contribution assumption: employee only about $185,110 at 4% or $123,407 at 6%; with 50% employer match about $123,407 at 4% or $82,271 at 6%; with 100% employer match about $92,555 at 4% or $61,703 at 6%.
Charles & Colvard Ltd 401(K) Plan-56$2,815,236$414,647$7,404iApproximate average salary by contribution assumption: employee only about $185,110 at 4% or $123,407 at 6%; with 50% employer match about $123,407 at 4% or $82,271 at 6%; with 100% employer match about $92,555 at 4% or $61,703 at 6%.
2021155$3,031,947$271,260$4,932iApproximate average salary by contribution assumption: employee only about $123,300 at 4% or $82,200 at 6%; with 50% employer match about $82,200 at 4% or $54,800 at 6%; with 100% employer match about $61,650 at 4% or $41,100 at 6%.
Charles & Colvard Ltd 401(K) Plan-55$3,031,947$271,260$4,932iApproximate average salary by contribution assumption: employee only about $123,300 at 4% or $82,200 at 6%; with 50% employer match about $82,200 at 4% or $54,800 at 6%; with 100% employer match about $61,650 at 4% or $41,100 at 6%.
2020163$2,862,646$266,652$4,233iApproximate average salary by contribution assumption: employee only about $105,814 at 4% or $70,543 at 6%; with 50% employer match about $70,543 at 4% or $47,029 at 6%; with 100% employer match about $52,907 at 4% or $35,271 at 6%.
Charles & Colvard Ltd 401(K) Plan-63$2,862,646$266,652$4,233iApproximate average salary by contribution assumption: employee only about $105,814 at 4% or $70,543 at 6%; with 50% employer match about $70,543 at 4% or $47,029 at 6%; with 100% employer match about $52,907 at 4% or $35,271 at 6%.
2019167$2,372,691$348,097$5,195iApproximate average salary by contribution assumption: employee only about $129,887 at 4% or $86,591 at 6%; with 50% employer match about $86,591 at 4% or $57,728 at 6%; with 100% employer match about $64,943 at 4% or $43,296 at 6%.
Charles & Colvard Ltd 401(K) Plan-67$2,372,691$348,097$5,195iApproximate average salary by contribution assumption: employee only about $129,887 at 4% or $86,591 at 6%; with 50% employer match about $86,591 at 4% or $57,728 at 6%; with 100% employer match about $64,943 at 4% or $43,296 at 6%.
2018164$1,671,927$294,436$4,601iApproximate average salary by contribution assumption: employee only about $115,014 at 4% or $76,676 at 6%; with 50% employer match about $76,676 at 4% or $51,117 at 6%; with 100% employer match about $57,507 at 4% or $38,338 at 6%.
Charles & Colvard Ltd 401(K) Plan-64$1,671,927$294,436$4,601iApproximate average salary by contribution assumption: employee only about $115,014 at 4% or $76,676 at 6%; with 50% employer match about $76,676 at 4% or $51,117 at 6%; with 100% employer match about $57,507 at 4% or $38,338 at 6%.
2017168$1,915,716$293,515$4,316iApproximate average salary by contribution assumption: employee only about $107,910 at 4% or $71,940 at 6%; with 50% employer match about $71,940 at 4% or $47,960 at 6%; with 100% employer match about $53,955 at 4% or $35,970 at 6%.
Charles & Colvard Ltd 401(K) Plan-68$1,915,716$293,515$4,316iApproximate average salary by contribution assumption: employee only about $107,910 at 4% or $71,940 at 6%; with 50% employer match about $71,940 at 4% or $47,960 at 6%; with 100% employer match about $53,955 at 4% or $35,970 at 6%.
2016167$1,670,473$424,359$6,334iApproximate average salary by contribution assumption: employee only about $158,343 at 4% or $105,562 at 6%; with 50% employer match about $105,562 at 4% or $70,375 at 6%; with 100% employer match about $79,171 at 4% or $52,781 at 6%.
Charles & Colvard Ltd 401(K) Plan-67$1,670,473$424,359$6,334iApproximate average salary by contribution assumption: employee only about $158,343 at 4% or $105,562 at 6%; with 50% employer match about $105,562 at 4% or $70,375 at 6%; with 100% employer match about $79,171 at 4% or $52,781 at 6%.
2015178$1,672,463$484,031$6,206iApproximate average salary by contribution assumption: employee only about $155,138 at 4% or $103,425 at 6%; with 50% employer match about $103,425 at 4% or $68,950 at 6%; with 100% employer match about $77,569 at 4% or $51,713 at 6%.
Charles & Colvard Ltd 401(K) Plan-78$1,672,463$484,031$6,206iApproximate average salary by contribution assumption: employee only about $155,138 at 4% or $103,425 at 6%; with 50% employer match about $103,425 at 4% or $68,950 at 6%; with 100% employer match about $77,569 at 4% or $51,713 at 6%.
2014168$1,500,933$477,047$7,015iApproximate average salary by contribution assumption: employee only about $175,385 at 4% or $116,923 at 6%; with 50% employer match about $116,923 at 4% or $77,949 at 6%; with 100% employer match about $87,692 at 4% or $58,462 at 6%.
Charles & Colvard Ltd 401(K) Plan-68$1,500,933$477,047$7,015iApproximate average salary by contribution assumption: employee only about $175,385 at 4% or $116,923 at 6%; with 50% employer match about $116,923 at 4% or $77,949 at 6%; with 100% employer match about $87,692 at 4% or $58,462 at 6%.
2013155$1,093,578$300,995$5,473iApproximate average salary by contribution assumption: employee only about $136,816 at 4% or $91,211 at 6%; with 50% employer match about $91,211 at 4% or $60,807 at 6%; with 100% employer match about $68,408 at 4% or $45,605 at 6%.
Charles & Colvard Ltd 401(K) Plan-55$1,093,578$300,995$5,473iApproximate average salary by contribution assumption: employee only about $136,816 at 4% or $91,211 at 6%; with 50% employer match about $91,211 at 4% or $60,807 at 6%; with 100% employer match about $68,408 at 4% or $45,605 at 6%.
2012135$707,003$221,409$6,326iApproximate average salary by contribution assumption: employee only about $158,149 at 4% or $105,433 at 6%; with 50% employer match about $105,433 at 4% or $70,289 at 6%; with 100% employer match about $79,075 at 4% or $52,716 at 6%.
Charles & Colvard Ltd 401(K) Plan-35$707,003$221,409$6,326iApproximate average salary by contribution assumption: employee only about $158,149 at 4% or $105,433 at 6%; with 50% employer match about $105,433 at 4% or $70,289 at 6%; with 100% employer match about $79,075 at 4% or $52,716 at 6%.
2011132$459,852$167,699$5,241iApproximate average salary by contribution assumption: employee only about $131,015 at 4% or $87,343 at 6%; with 50% employer match about $87,343 at 4% or $58,229 at 6%; with 100% employer match about $65,507 at 4% or $43,672 at 6%.
Charles & Colvard Ltd 401(K) Plan-32$459,852$167,699$5,241iApproximate average salary by contribution assumption: employee only about $131,015 at 4% or $87,343 at 6%; with 50% employer match about $87,343 at 4% or $58,229 at 6%; with 100% employer match about $65,507 at 4% or $43,672 at 6%.
2010131$331,357$100,759$3,250iApproximate average salary by contribution assumption: employee only about $81,257 at 4% or $54,172 at 6%; with 50% employer match about $54,172 at 4% or $36,114 at 6%; with 100% employer match about $40,629 at 4% or $27,086 at 6%.
Charles & Colvard Ltd 401(K) Plan-31$331,357$100,759$3,250iApproximate average salary by contribution assumption: employee only about $81,257 at 4% or $54,172 at 6%; with 50% employer match about $54,172 at 4% or $36,114 at 6%; with 100% employer match about $40,629 at 4% or $27,086 at 6%.
2009124$229,126$96,005$4,000iApproximate average salary by contribution assumption: employee only about $100,005 at 4% or $66,670 at 6%; with 50% employer match about $66,670 at 4% or $44,447 at 6%; with 100% employer match about $50,003 at 4% or $33,335 at 6%.
Charles & Colvard Ltd 401(K) Plan-24$229,126$96,005$4,000iApproximate average salary by contribution assumption: employee only about $100,005 at 4% or $66,670 at 6%; with 50% employer match about $66,670 at 4% or $44,447 at 6%; with 100% employer match about $50,003 at 4% or $33,335 at 6%.
2008139$177,646$259,513$6,654iApproximate average salary by contribution assumption: employee only about $166,354 at 4% or $110,903 at 6%; with 50% employer match about $110,903 at 4% or $73,935 at 6%; with 100% employer match about $83,177 at 4% or $55,451 at 6%.
Charles & Colvard Ltd 401(K) Plan-39$177,646$259,513$6,654iApproximate average salary by contribution assumption: employee only about $166,354 at 4% or $110,903 at 6%; with 50% employer match about $110,903 at 4% or $73,935 at 6%; with 100% employer match about $83,177 at 4% or $55,451 at 6%.