Civic Intelligence

CHARTERBANK

Plan context: Charter Bank 401(K) Plan

EIN 58-2657053 • West Point, GA • 32 filings • 5 plans

1233 Og Skinner DrWest Point, GA 31833-1789
Current Snapshot

Latest Year

2018

2018 Participants

323

2018 Assets

$14,077,323

2018 Contributions

$2,303,446

Historical Graphs

Total Assets Over Time

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

$14,077,323$7,038,662$0200120092017YearValue
$14,077,323Latest year 2017

Participants Over Time

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

3231620200120092017YearValue
323Latest year 2017

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
201830$0$2,303,446-
Charterbank Welfare Plan-0---
Community Bank of the South Employee Stock Ownership Plan-0---
Charter Bank 401(K) Plan-0-$2,303,446-
20173323$14,077,323$1,113,376$3,447iApproximate average salary by contribution assumption: employee only about $86,175 at 4% or $57,450 at 6%; with 50% employer match about $57,450 at 4% or $38,300 at 6%; with 100% employer match about $43,087 at 4% or $28,725 at 6%.
Charter Bank 401(K) Plan-304$13,549,088$1,112,073$3,658iApproximate average salary by contribution assumption: employee only about $91,453 at 4% or $60,969 at 6%; with 50% employer match about $60,969 at 4% or $40,646 at 6%; with 100% employer match about $45,727 at 4% or $30,484 at 6%.
Community Bank of the South Employee Stock Ownership Plan-0$528,235$1,303-
Charterbank Welfare Plan-323---
20162286$11,424,777$1,287,494$4,502iApproximate average salary by contribution assumption: employee only about $112,543 at 4% or $75,029 at 6%; with 50% employer match about $75,029 at 4% or $50,019 at 6%; with 100% employer match about $56,272 at 4% or $37,514 at 6%.
Charter Bank 401(K) Plan-282$11,424,777$1,287,494$4,566iApproximate average salary by contribution assumption: employee only about $114,140 at 4% or $76,093 at 6%; with 50% employer match about $76,093 at 4% or $50,729 at 6%; with 100% employer match about $57,070 at 4% or $38,047 at 6%.
Charterbank Welfare Plan-286---
20152264$9,538,543$753,157$2,853iApproximate average salary by contribution assumption: employee only about $71,322 at 4% or $47,548 at 6%; with 50% employer match about $47,548 at 4% or $31,699 at 6%; with 100% employer match about $35,661 at 4% or $23,774 at 6%.
Charter Bank 401(K) Plan-249$9,538,543$753,157$3,025iApproximate average salary by contribution assumption: employee only about $75,618 at 4% or $50,412 at 6%; with 50% employer match about $50,412 at 4% or $33,608 at 6%; with 100% employer match about $37,809 at 4% or $25,206 at 6%.
Charterbank Welfare Plan-264---
20142277$8,813,542$698,894$2,523iApproximate average salary by contribution assumption: employee only about $63,077 at 4% or $42,051 at 6%; with 50% employer match about $42,051 at 4% or $28,034 at 6%; with 100% employer match about $31,539 at 4% or $21,026 at 6%.
Charter Bank 401(K) Plan-264$8,813,542$698,894$2,647iApproximate average salary by contribution assumption: employee only about $66,183 at 4% or $44,122 at 6%; with 50% employer match about $44,122 at 4% or $29,415 at 6%; with 100% employer match about $33,092 at 4% or $22,061 at 6%.
Charterbank Welfare Plan-277---
20132264$7,805,387$795,904$3,015iApproximate average salary by contribution assumption: employee only about $75,370 at 4% or $50,246 at 6%; with 50% employer match about $50,246 at 4% or $33,498 at 6%; with 100% employer match about $37,685 at 4% or $25,123 at 6%.
Charter Bank 401(K) Plan-264$7,805,387$795,904$3,015iApproximate average salary by contribution assumption: employee only about $75,370 at 4% or $50,246 at 6%; with 50% employer match about $50,246 at 4% or $33,498 at 6%; with 100% employer match about $37,685 at 4% or $25,123 at 6%.
Charterbank Welfare Plan-236---
20122278$6,269,360$664,922$2,392iApproximate average salary by contribution assumption: employee only about $59,795 at 4% or $39,863 at 6%; with 50% employer match about $39,863 at 4% or $26,576 at 6%; with 100% employer match about $29,898 at 4% or $19,932 at 6%.
Charter Bank 401(K) Plan-260$6,269,360$664,922$2,557iApproximate average salary by contribution assumption: employee only about $63,935 at 4% or $42,623 at 6%; with 50% employer match about $42,623 at 4% or $28,415 at 6%; with 100% employer match about $31,967 at 4% or $21,312 at 6%.
Charterbank Welfare Plan-278---
20112283$5,249,395$489,234$1,729iApproximate average salary by contribution assumption: employee only about $43,219 at 4% or $28,812 at 6%; with 50% employer match about $28,812 at 4% or $19,208 at 6%; with 100% employer match about $21,609 at 4% or $14,406 at 6%.
Charter Bank 401(K) Plan-257$5,249,395$489,234$1,904iApproximate average salary by contribution assumption: employee only about $47,591 at 4% or $31,727 at 6%; with 50% employer match about $31,727 at 4% or $21,151 at 6%; with 100% employer match about $23,795 at 4% or $15,864 at 6%.
Charterbank Welfare Plan-283---
20102248$5,009,655$423,675$1,708iApproximate average salary by contribution assumption: employee only about $42,709 at 4% or $28,473 at 6%; with 50% employer match about $28,473 at 4% or $18,982 at 6%; with 100% employer match about $21,355 at 4% or $14,236 at 6%.
Charter Bank 401(K) Plan-204$5,009,655$423,675$2,077iApproximate average salary by contribution assumption: employee only about $51,921 at 4% or $34,614 at 6%; with 50% employer match about $34,614 at 4% or $23,076 at 6%; with 100% employer match about $25,960 at 4% or $17,307 at 6%.
Charterbank Welfare Plan-248---
20092175$4,404,620$351,500$2,009iApproximate average salary by contribution assumption: employee only about $50,214 at 4% or $33,476 at 6%; with 50% employer match about $33,476 at 4% or $22,317 at 6%; with 100% employer match about $25,107 at 4% or $16,738 at 6%.
Charter Bank 401(K) Plan-175$4,404,620$351,500$2,009iApproximate average salary by contribution assumption: employee only about $50,214 at 4% or $33,476 at 6%; with 50% employer match about $33,476 at 4% or $22,317 at 6%; with 100% employer match about $25,107 at 4% or $16,738 at 6%.
Charterbank Welfare Plan-165---
20081172$3,339,676$353,889$2,057iApproximate average salary by contribution assumption: employee only about $51,437 at 4% or $34,292 at 6%; with 50% employer match about $34,292 at 4% or $22,861 at 6%; with 100% employer match about $25,719 at 4% or $17,146 at 6%.
Charter Bank 401(K) Plan-172$3,339,676$353,889$2,057iApproximate average salary by contribution assumption: employee only about $51,437 at 4% or $34,292 at 6%; with 50% employer match about $34,292 at 4% or $22,861 at 6%; with 100% employer match about $25,719 at 4% or $17,146 at 6%.
20071169$5,893,922$314,317$1,860iApproximate average salary by contribution assumption: employee only about $46,497 at 4% or $30,998 at 6%; with 50% employer match about $30,998 at 4% or $20,665 at 6%; with 100% employer match about $23,248 at 4% or $15,499 at 6%.
Charter Bank 401(K) Plan-169$5,893,922$314,317$1,860iApproximate average salary by contribution assumption: employee only about $46,497 at 4% or $30,998 at 6%; with 50% employer match about $30,998 at 4% or $20,665 at 6%; with 100% employer match about $23,248 at 4% or $15,499 at 6%.
20061164$6,313,467$307,593$1,876iApproximate average salary by contribution assumption: employee only about $46,889 at 4% or $31,259 at 6%; with 50% employer match about $31,259 at 4% or $20,840 at 6%; with 100% employer match about $23,445 at 4% or $15,630 at 6%.
Charter Bank 401(K) Plan-164$6,313,467$307,593$1,876iApproximate average salary by contribution assumption: employee only about $46,889 at 4% or $31,259 at 6%; with 50% employer match about $31,259 at 4% or $20,840 at 6%; with 100% employer match about $23,445 at 4% or $15,630 at 6%.
20052173$4,517,075$297,928$1,722iApproximate average salary by contribution assumption: employee only about $43,053 at 4% or $28,702 at 6%; with 50% employer match about $28,702 at 4% or $19,135 at 6%; with 100% employer match about $21,527 at 4% or $14,351 at 6%.
Charter Bank 401(K) Plan-173$4,517,075$297,928$1,722iApproximate average salary by contribution assumption: employee only about $43,053 at 4% or $28,702 at 6%; with 50% employer match about $28,702 at 4% or $19,135 at 6%; with 100% employer match about $21,527 at 4% or $14,351 at 6%.
Charterbank Welfare Plan-154---
20042175$4,693,127$319,715$1,827iApproximate average salary by contribution assumption: employee only about $45,674 at 4% or $30,449 at 6%; with 50% employer match about $30,449 at 4% or $20,299 at 6%; with 100% employer match about $22,837 at 4% or $15,225 at 6%.
Charter Bank 401(K) Plan-175$4,693,127$319,715$1,827iApproximate average salary by contribution assumption: employee only about $45,674 at 4% or $30,449 at 6%; with 50% employer match about $30,449 at 4% or $20,299 at 6%; with 100% employer match about $22,837 at 4% or $15,225 at 6%.
Charterbank Welfare Plan-159---
20031189$4,085,834$305,586$1,617iApproximate average salary by contribution assumption: employee only about $40,421 at 4% or $26,948 at 6%; with 50% employer match about $26,948 at 4% or $17,965 at 6%; with 100% employer match about $20,211 at 4% or $13,474 at 6%.
Charter Bank 401(K) Plan-189$4,085,834$305,586$1,617iApproximate average salary by contribution assumption: employee only about $40,421 at 4% or $26,948 at 6%; with 50% employer match about $26,948 at 4% or $17,965 at 6%; with 100% employer match about $20,211 at 4% or $13,474 at 6%.
20021134$3,093,493$256,160$1,912iApproximate average salary by contribution assumption: employee only about $47,791 at 4% or $31,861 at 6%; with 50% employer match about $31,861 at 4% or $21,240 at 6%; with 100% employer match about $23,896 at 4% or $15,930 at 6%.
Charter Bank 401(K) Plan-134$3,093,493$256,160$1,912iApproximate average salary by contribution assumption: employee only about $47,791 at 4% or $31,861 at 6%; with 50% employer match about $31,861 at 4% or $21,240 at 6%; with 100% employer match about $23,896 at 4% or $15,930 at 6%.
20011130$2,479,569$409,792$3,152iApproximate average salary by contribution assumption: employee only about $78,806 at 4% or $52,537 at 6%; with 50% employer match about $52,537 at 4% or $35,025 at 6%; with 100% employer match about $39,403 at 4% or $26,269 at 6%.
Charter Bank 401(K) Plan-130$2,479,569$409,792$3,152iApproximate average salary by contribution assumption: employee only about $78,806 at 4% or $52,537 at 6%; with 50% employer match about $52,537 at 4% or $35,025 at 6%; with 100% employer match about $39,403 at 4% or $26,269 at 6%.
CHARTERBANK | EIN 58-2657053 | 2018 Form 5500 Company Profile