Historic Charleston Foundation
Plan context: Historic Charleston Foundation Defined Contribution Plan
EIN 57-6000599 • Charleston, SC • 23 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
70
2024 Assets
$3,914,208
2024 Contributions
$215,067
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 | 70 | $3,914,208 | $215,067 | $3,072iApproximate average salary by contribution assumption: employee only about $76,810 at 4% or $51,206 at 6%; with 50% employer match about $51,206 at 4% or $34,138 at 6%; with 100% employer match about $38,405 at 4% or $25,603 at 6%. |
| Historic Charleston Foundation Defined Contribution Plan | - | 70 | $3,914,208 | $215,067 | $3,072iApproximate average salary by contribution assumption: employee only about $76,810 at 4% or $51,206 at 6%; with 50% employer match about $51,206 at 4% or $34,138 at 6%; with 100% employer match about $38,405 at 4% or $25,603 at 6%. |
| 2023 | 1 | 103 | $3,541,656 | $258,050 | $2,505iApproximate average salary by contribution assumption: employee only about $62,633 at 4% or $41,756 at 6%; with 50% employer match about $41,756 at 4% or $27,837 at 6%; with 100% employer match about $31,317 at 4% or $20,878 at 6%. |
| Historic Charleston Foundation Defined Contribution Plan | - | 103 | $3,541,656 | $258,050 | $2,505iApproximate average salary by contribution assumption: employee only about $62,633 at 4% or $41,756 at 6%; with 50% employer match about $41,756 at 4% or $27,837 at 6%; with 100% employer match about $31,317 at 4% or $20,878 at 6%. |
| 2022 | 1 | 101 | $3,713,552 | $283,500 | $2,807iApproximate average salary by contribution assumption: employee only about $70,173 at 4% or $46,782 at 6%; with 50% employer match about $46,782 at 4% or $31,188 at 6%; with 100% employer match about $35,087 at 4% or $23,391 at 6%. |
| Historic Charleston Foundation Defined Contribution Plan | - | 101 | $3,713,552 | $283,500 | $2,807iApproximate average salary by contribution assumption: employee only about $70,173 at 4% or $46,782 at 6%; with 50% employer match about $46,782 at 4% or $31,188 at 6%; with 100% employer match about $35,087 at 4% or $23,391 at 6%. |
| 2021 | 1 | 87 | $4,166,704 | $208,093 | $2,392iApproximate average salary by contribution assumption: employee only about $59,797 at 4% or $39,865 at 6%; with 50% employer match about $39,865 at 4% or $26,576 at 6%; with 100% employer match about $29,898 at 4% or $19,932 at 6%. |
| Historic Charleston Foundation Defined Contribution Plan | - | 87 | $4,166,704 | $208,093 | $2,392iApproximate average salary by contribution assumption: employee only about $59,797 at 4% or $39,865 at 6%; with 50% employer match about $39,865 at 4% or $26,576 at 6%; with 100% employer match about $29,898 at 4% or $19,932 at 6%. |
| 2020 | 1 | 67 | $4,040,420 | $678,732 | $10,130iApproximate average salary by contribution assumption: employee only about $253,258 at 4% or $168,839 at 6%; with 50% employer match about $168,839 at 4% or $112,559 at 6%; with 100% employer match about $126,629 at 4% or $84,419 at 6%. |
| Historic Charleston Foundation Defined Contribution Plan | - | 67 | $4,040,420 | $678,732 | $10,130iApproximate average salary by contribution assumption: employee only about $253,258 at 4% or $168,839 at 6%; with 50% employer match about $168,839 at 4% or $112,559 at 6%; with 100% employer match about $126,629 at 4% or $84,419 at 6%. |
| 2019 | 1 | 71 | $3,089,425 | $326,978 | $4,605iApproximate average salary by contribution assumption: employee only about $115,133 at 4% or $76,755 at 6%; with 50% employer match about $76,755 at 4% or $51,170 at 6%; with 100% employer match about $57,567 at 4% or $38,378 at 6%. |
| Historic Charleston Foundation Defined Contribution Plan | - | 71 | $3,089,425 | $326,978 | $4,605iApproximate average salary by contribution assumption: employee only about $115,133 at 4% or $76,755 at 6%; with 50% employer match about $76,755 at 4% or $51,170 at 6%; with 100% employer match about $57,567 at 4% or $38,378 at 6%. |
| 2018 | 1 | 72 | $2,459,265 | $288,376 | $4,005iApproximate average salary by contribution assumption: employee only about $100,131 at 4% or $66,754 at 6%; with 50% employer match about $66,754 at 4% or $44,502 at 6%; with 100% employer match about $50,065 at 4% or $33,377 at 6%. |
| Historic Charleston Foundation Defined Contribution Plan | - | 72 | $2,459,265 | $288,376 | $4,005iApproximate average salary by contribution assumption: employee only about $100,131 at 4% or $66,754 at 6%; with 50% employer match about $66,754 at 4% or $44,502 at 6%; with 100% employer match about $50,065 at 4% or $33,377 at 6%. |
| 2017 | 1 | 67 | $3,464,414 | $375,445 | $5,604iApproximate average salary by contribution assumption: employee only about $140,091 at 4% or $93,394 at 6%; with 50% employer match about $93,394 at 4% or $62,263 at 6%; with 100% employer match about $70,046 at 4% or $46,697 at 6%. |
| Historic Charleston Foundation Defined Contribution Plan | - | 67 | $3,464,414 | $375,445 | $5,604iApproximate average salary by contribution assumption: employee only about $140,091 at 4% or $93,394 at 6%; with 50% employer match about $93,394 at 4% or $62,263 at 6%; with 100% employer match about $70,046 at 4% or $46,697 at 6%. |
| 2016 | 1 | 64 | $2,787,143 | $136,890 | $2,139iApproximate average salary by contribution assumption: employee only about $53,473 at 4% or $35,648 at 6%; with 50% employer match about $35,648 at 4% or $23,766 at 6%; with 100% employer match about $26,736 at 4% or $17,824 at 6%. |
| Historic Charleston Foundation Defined Contribution Plan | - | 64 | $2,787,143 | $136,890 | $2,139iApproximate average salary by contribution assumption: employee only about $53,473 at 4% or $35,648 at 6%; with 50% employer match about $35,648 at 4% or $23,766 at 6%; with 100% employer match about $26,736 at 4% or $17,824 at 6%. |
| 2015 | 1 | 54 | $1,039,598 | $112,832 | $2,089iApproximate average salary by contribution assumption: employee only about $52,237 at 4% or $34,825 at 6%; with 50% employer match about $34,825 at 4% or $23,216 at 6%; with 100% employer match about $26,119 at 4% or $17,412 at 6%. |
| Historic Charleston Foundation Defined Contribution Plan | - | 54 | $1,039,598 | $112,832 | $2,089iApproximate average salary by contribution assumption: employee only about $52,237 at 4% or $34,825 at 6%; with 50% employer match about $34,825 at 4% or $23,216 at 6%; with 100% employer match about $26,119 at 4% or $17,412 at 6%. |
| 2014 | 1 | 55 | $1,000,472 | $76,664 | $1,394iApproximate average salary by contribution assumption: employee only about $34,847 at 4% or $23,232 at 6%; with 50% employer match about $23,232 at 4% or $15,488 at 6%; with 100% employer match about $17,424 at 4% or $11,616 at 6%. |
| Historic Charleston Foundation Defined Contribution Plan | - | 55 | $1,000,472 | $76,664 | $1,394iApproximate average salary by contribution assumption: employee only about $34,847 at 4% or $23,232 at 6%; with 50% employer match about $23,232 at 4% or $15,488 at 6%; with 100% employer match about $17,424 at 4% or $11,616 at 6%. |
| 2013 | 1 | 55 | $928,069 | $55,024 | $1,000iApproximate average salary by contribution assumption: employee only about $25,011 at 4% or $16,674 at 6%; with 50% employer match about $16,674 at 4% or $11,116 at 6%; with 100% employer match about $12,505 at 4% or $8,337 at 6%. |
| Historic Charleston Foundation Defined Contribution Plan | - | 55 | $928,069 | $55,024 | $1,000iApproximate average salary by contribution assumption: employee only about $25,011 at 4% or $16,674 at 6%; with 50% employer match about $16,674 at 4% or $11,116 at 6%; with 100% employer match about $12,505 at 4% or $8,337 at 6%. |
| 2012 | 1 | 48 | $724,701 | $47,043 | $980iApproximate average salary by contribution assumption: employee only about $24,502 at 4% or $16,334 at 6%; with 50% employer match about $16,334 at 4% or $10,890 at 6%; with 100% employer match about $12,251 at 4% or $8,167 at 6%. |
| Historic Charleston Foundation Defined Contribution Plan | - | 48 | $724,701 | $47,043 | $980iApproximate average salary by contribution assumption: employee only about $24,502 at 4% or $16,334 at 6%; with 50% employer match about $16,334 at 4% or $10,890 at 6%; with 100% employer match about $12,251 at 4% or $8,167 at 6%. |
| 2011 | 1 | 48 | $610,401 | $47,731 | $994iApproximate average salary by contribution assumption: employee only about $24,860 at 4% or $16,573 at 6%; with 50% employer match about $16,573 at 4% or $11,049 at 6%; with 100% employer match about $12,430 at 4% or $8,287 at 6%. |
| Historic Charleston Foundation Defined Contribution Plan | - | 48 | $610,401 | $47,731 | $994iApproximate average salary by contribution assumption: employee only about $24,860 at 4% or $16,573 at 6%; with 50% employer match about $16,573 at 4% or $11,049 at 6%; with 100% employer match about $12,430 at 4% or $8,287 at 6%. |
| 2010 | 1 | 47 | $571,163 | $41,703 | $887iApproximate average salary by contribution assumption: employee only about $22,182 at 4% or $14,788 at 6%; with 50% employer match about $14,788 at 4% or $9,859 at 6%; with 100% employer match about $11,091 at 4% or $7,394 at 6%. |
| Historic Charleston Foundation Defined Contribution Plan | - | 47 | $571,163 | $41,703 | $887iApproximate average salary by contribution assumption: employee only about $22,182 at 4% or $14,788 at 6%; with 50% employer match about $14,788 at 4% or $9,859 at 6%; with 100% employer match about $11,091 at 4% or $7,394 at 6%. |
| 2009 | 1 | 48 | $511,113 | $22,925 | $478iApproximate average salary by contribution assumption: employee only about $11,940 at 4% or $7,960 at 6%; with 50% employer match about $7,960 at 4% or $5,307 at 6%; with 100% employer match about $5,970 at 4% or $3,980 at 6%. |
| Historic Charleston Foundation Defined Contribution Plan | - | 48 | $511,113 | $22,925 | $478iApproximate average salary by contribution assumption: employee only about $11,940 at 4% or $7,960 at 6%; with 50% employer match about $7,960 at 4% or $5,307 at 6%; with 100% employer match about $5,970 at 4% or $3,980 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| Historic Charleston Foundation Defined Contribution Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Historic Charleston Foundation Defined Contribution Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| Historic Charleston Foundation Defined Contribution Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| Historic Charleston Foundation Defined Contribution Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| Historic Charleston Foundation Defined Contribution Plan | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| Historic Charleston Foundation Defined Contribution Plan | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| Historic Charleston Foundation Defined Contribution Plan | - | 0 | - | - | - |