Charter Financial Corp.
Plan context: Employee Stock Ownership Plan of Charter Financial Corp.
EIN 58-2659667 • West Point, GA • 13 filings • 1 plans
Current Snapshot
Latest Year
2018
2018 Participants
299
2018 Assets
$14,907,744
2018 Contributions
$472,807
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $14,907,744 | $0 | - |
| Employee Stock Ownership Plan of Charter Financial Corp. | - | 0 | $14,907,744 | - | - |
| 2017 | 1 | 299 | $18,682,237 | $472,807 | $1,581iApproximate average salary by contribution assumption: employee only about $39,532 at 4% or $26,355 at 6%; with 50% employer match about $26,355 at 4% or $17,570 at 6%; with 100% employer match about $19,766 at 4% or $13,177 at 6%. |
| Employee Stock Ownership Plan of Charter Financial Corp. | - | 299 | $18,682,237 | $472,807 | $1,581iApproximate average salary by contribution assumption: employee only about $39,532 at 4% or $26,355 at 6%; with 50% employer match about $26,355 at 4% or $17,570 at 6%; with 100% employer match about $19,766 at 4% or $13,177 at 6%. |
| 2016 | 1 | 282 | $18,200,569 | $462,100 | $1,639iApproximate average salary by contribution assumption: employee only about $40,966 at 4% or $27,311 at 6%; with 50% employer match about $27,311 at 4% or $18,207 at 6%; with 100% employer match about $20,483 at 4% or $13,655 at 6%. |
| Employee Stock Ownership Plan of Charter Financial Corp. | - | 282 | $18,200,569 | $462,100 | $1,639iApproximate average salary by contribution assumption: employee only about $40,966 at 4% or $27,311 at 6%; with 50% employer match about $27,311 at 4% or $18,207 at 6%; with 100% employer match about $20,483 at 4% or $13,655 at 6%. |
| 2015 | 1 | 249 | $14,772,164 | $482,203 | $1,937iApproximate average salary by contribution assumption: employee only about $48,414 at 4% or $32,276 at 6%; with 50% employer match about $32,276 at 4% or $21,517 at 6%; with 100% employer match about $24,207 at 4% or $16,138 at 6%. |
| Employee Stock Ownership Plan of Charter Financial Corp. | - | 249 | $14,772,164 | $482,203 | $1,937iApproximate average salary by contribution assumption: employee only about $48,414 at 4% or $32,276 at 6%; with 50% employer match about $32,276 at 4% or $21,517 at 6%; with 100% employer match about $24,207 at 4% or $16,138 at 6%. |
| 2014 | 1 | 262 | $12,945,703 | $467,857 | $1,786iApproximate average salary by contribution assumption: employee only about $44,643 at 4% or $29,762 at 6%; with 50% employer match about $29,762 at 4% or $19,841 at 6%; with 100% employer match about $22,321 at 4% or $14,881 at 6%. |
| Employee Stock Ownership Plan of Charter Financial Corp. | - | 262 | $12,945,703 | $467,857 | $1,786iApproximate average salary by contribution assumption: employee only about $44,643 at 4% or $29,762 at 6%; with 50% employer match about $29,762 at 4% or $19,841 at 6%; with 100% employer match about $22,321 at 4% or $14,881 at 6%. |
| 2013 | 1 | 266 | $12,278,837 | $341,411 | $1,284iApproximate average salary by contribution assumption: employee only about $32,088 at 4% or $21,392 at 6%; with 50% employer match about $21,392 at 4% or $14,261 at 6%; with 100% employer match about $16,044 at 4% or $10,696 at 6%. |
| Employee Stock Ownership Plan of Charter Financial Corp. | - | 266 | $12,278,837 | $341,411 | $1,284iApproximate average salary by contribution assumption: employee only about $32,088 at 4% or $21,392 at 6%; with 50% employer match about $21,392 at 4% or $14,261 at 6%; with 100% employer match about $16,044 at 4% or $10,696 at 6%. |
| 2012 | 1 | 260 | $7,790,828 | $336,670 | $1,295iApproximate average salary by contribution assumption: employee only about $32,372 at 4% or $21,581 at 6%; with 50% employer match about $21,581 at 4% or $14,388 at 6%; with 100% employer match about $16,186 at 4% or $10,791 at 6%. |
| Employee Stock Ownership Plan of Charter Financial Corp. | - | 260 | $7,790,828 | $336,670 | $1,295iApproximate average salary by contribution assumption: employee only about $32,372 at 4% or $21,581 at 6%; with 50% employer match about $21,581 at 4% or $14,388 at 6%; with 100% employer match about $16,186 at 4% or $10,791 at 6%. |
| 2011 | 1 | 257 | $6,957,691 | $326,492 | $1,270iApproximate average salary by contribution assumption: employee only about $31,760 at 4% or $21,173 at 6%; with 50% employer match about $21,173 at 4% or $14,116 at 6%; with 100% employer match about $15,880 at 4% or $10,587 at 6%. |
| Employee Stock Ownership Plan of Charter Financial Corp. | - | 257 | $6,957,691 | $326,492 | $1,270iApproximate average salary by contribution assumption: employee only about $31,760 at 4% or $21,173 at 6%; with 50% employer match about $21,173 at 4% or $14,116 at 6%; with 100% employer match about $15,880 at 4% or $10,587 at 6%. |
| 2010 | 1 | 204 | $6,655,133 | $224,791 | $1,102iApproximate average salary by contribution assumption: employee only about $27,548 at 4% or $18,365 at 6%; with 50% employer match about $18,365 at 4% or $12,244 at 6%; with 100% employer match about $13,774 at 4% or $9,183 at 6%. |
| Employee Stock Ownership Plan of Charter Financial Corp. | - | 204 | $6,655,133 | $224,791 | $1,102iApproximate average salary by contribution assumption: employee only about $27,548 at 4% or $18,365 at 6%; with 50% employer match about $18,365 at 4% or $12,244 at 6%; with 100% employer match about $13,774 at 4% or $9,183 at 6%. |
| 2009 | 1 | 175 | $4,164,494 | $80,000 | $457iApproximate average salary by contribution assumption: employee only about $11,429 at 4% or $7,619 at 6%; with 50% employer match about $7,619 at 4% or $5,079 at 6%; with 100% employer match about $5,714 at 4% or $3,810 at 6%. |
| Employee Stock Ownership Plan of Charter Financial Corp. | - | 175 | $4,164,494 | $80,000 | $457iApproximate average salary by contribution assumption: employee only about $11,429 at 4% or $7,619 at 6%; with 50% employer match about $7,619 at 4% or $5,079 at 6%; with 100% employer match about $5,714 at 4% or $3,810 at 6%. |
| 2008 | 1 | 172 | $3,544,248 | $0 | - |
| Employee Stock Ownership Plan of Charter Financial Corp. | - | 172 | $3,544,248 | - | - |
| 2007 | 1 | 168 | $13,843,941 | $0 | - |
| Employee Stock Ownership Plan of Charter Financial Corp. | - | 168 | $13,843,941 | - | - |
| 2006 | 1 | 165 | $18,019,775 | $0 | - |
| Employee Stock Ownership Plan of Charter Financial Corp. | - | 165 | $18,019,775 | - | - |