Bar Charts Inc.
Plan context: Bar Charts Inc. 401K Plan
EIN 65-0271447 • Boca Raton, FL • 26 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
24
2024 Assets
$3,691,589
2024 Contributions
$155,080
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 | 24 | $3,691,589 | $155,080 | $6,462iApproximate average salary by contribution assumption: employee only about $161,542 at 4% or $107,694 at 6%; with 50% employer match about $107,694 at 4% or $71,796 at 6%; with 100% employer match about $80,771 at 4% or $53,847 at 6%. |
| Bar Charts Inc. 401K Plan | - | 24 | $3,691,589 | $155,080 | $6,462iApproximate average salary by contribution assumption: employee only about $161,542 at 4% or $107,694 at 6%; with 50% employer match about $107,694 at 4% or $71,796 at 6%; with 100% employer match about $80,771 at 4% or $53,847 at 6%. |
| 2023 | 1 | 24 | $3,539,522 | $135,615 | $5,651iApproximate average salary by contribution assumption: employee only about $141,266 at 4% or $94,177 at 6%; with 50% employer match about $94,177 at 4% or $62,785 at 6%; with 100% employer match about $70,633 at 4% or $47,089 at 6%. |
| Bar Charts Inc. 401K Plan | - | 24 | $3,539,522 | $135,615 | $5,651iApproximate average salary by contribution assumption: employee only about $141,266 at 4% or $94,177 at 6%; with 50% employer match about $94,177 at 4% or $62,785 at 6%; with 100% employer match about $70,633 at 4% or $47,089 at 6%. |
| 2022 | 1 | 23 | $2,933,061 | $179,120 | $7,788iApproximate average salary by contribution assumption: employee only about $194,696 at 4% or $129,797 at 6%; with 50% employer match about $129,797 at 4% or $86,531 at 6%; with 100% employer match about $97,348 at 4% or $64,899 at 6%. |
| Bar Charts Inc. 401K Plan | - | 23 | $2,933,061 | $179,120 | $7,788iApproximate average salary by contribution assumption: employee only about $194,696 at 4% or $129,797 at 6%; with 50% employer match about $129,797 at 4% or $86,531 at 6%; with 100% employer match about $97,348 at 4% or $64,899 at 6%. |
| 2021 | 1 | 24 | $3,448,686 | $170,324 | $7,097iApproximate average salary by contribution assumption: employee only about $177,421 at 4% or $118,281 at 6%; with 50% employer match about $118,281 at 4% or $78,854 at 6%; with 100% employer match about $88,710 at 4% or $59,140 at 6%. |
| Bar Charts Inc. 401K Plan | - | 24 | $3,448,686 | $170,324 | $7,097iApproximate average salary by contribution assumption: employee only about $177,421 at 4% or $118,281 at 6%; with 50% employer match about $118,281 at 4% or $78,854 at 6%; with 100% employer match about $88,710 at 4% or $59,140 at 6%. |
| 2020 | 1 | 23 | $2,858,594 | $160,797 | $6,991iApproximate average salary by contribution assumption: employee only about $174,779 at 4% or $116,520 at 6%; with 50% employer match about $116,520 at 4% or $77,680 at 6%; with 100% employer match about $87,390 at 4% or $58,260 at 6%. |
| Bar Charts Inc. 401K Plan | - | 23 | $2,858,594 | $160,797 | $6,991iApproximate average salary by contribution assumption: employee only about $174,779 at 4% or $116,520 at 6%; with 50% employer match about $116,520 at 4% or $77,680 at 6%; with 100% employer match about $87,390 at 4% or $58,260 at 6%. |
| 2019 | 1 | 22 | $2,329,228 | $133,667 | $6,076iApproximate average salary by contribution assumption: employee only about $151,894 at 4% or $101,263 at 6%; with 50% employer match about $101,263 at 4% or $67,509 at 6%; with 100% employer match about $75,947 at 4% or $50,631 at 6%. |
| Bar Charts Inc. 401K Plan | - | 22 | $2,329,228 | $133,667 | $6,076iApproximate average salary by contribution assumption: employee only about $151,894 at 4% or $101,263 at 6%; with 50% employer match about $101,263 at 4% or $67,509 at 6%; with 100% employer match about $75,947 at 4% or $50,631 at 6%. |
| 2018 | 1 | 22 | $3,291,988 | $130,620 | $5,937iApproximate average salary by contribution assumption: employee only about $148,432 at 4% or $98,955 at 6%; with 50% employer match about $98,955 at 4% or $65,970 at 6%; with 100% employer match about $74,216 at 4% or $49,477 at 6%. |
| Bar Charts Inc. 401K Plan | - | 22 | $3,291,988 | $130,620 | $5,937iApproximate average salary by contribution assumption: employee only about $148,432 at 4% or $98,955 at 6%; with 50% employer match about $98,955 at 4% or $65,970 at 6%; with 100% employer match about $74,216 at 4% or $49,477 at 6%. |
| 2017 | 1 | 25 | $3,573,736 | $145,165 | $5,807iApproximate average salary by contribution assumption: employee only about $145,165 at 4% or $96,777 at 6%; with 50% employer match about $96,777 at 4% or $64,518 at 6%; with 100% employer match about $72,583 at 4% or $48,388 at 6%. |
| Bar Charts Inc. 401K Plan | - | 25 | $3,573,736 | $145,165 | $5,807iApproximate average salary by contribution assumption: employee only about $145,165 at 4% or $96,777 at 6%; with 50% employer match about $96,777 at 4% or $64,518 at 6%; with 100% employer match about $72,583 at 4% or $48,388 at 6%. |
| 2016 | 1 | 27 | $3,271,329 | $152,598 | $5,652iApproximate average salary by contribution assumption: employee only about $141,294 at 4% or $94,196 at 6%; with 50% employer match about $94,196 at 4% or $62,798 at 6%; with 100% employer match about $70,647 at 4% or $47,098 at 6%. |
| Bar Charts Inc. 401K Plan | - | 27 | $3,271,329 | $152,598 | $5,652iApproximate average salary by contribution assumption: employee only about $141,294 at 4% or $94,196 at 6%; with 50% employer match about $94,196 at 4% or $62,798 at 6%; with 100% employer match about $70,647 at 4% or $47,098 at 6%. |
| 2015 | 1 | 28 | $3,123,998 | $172,645 | $6,166iApproximate average salary by contribution assumption: employee only about $154,147 at 4% or $102,765 at 6%; with 50% employer match about $102,765 at 4% or $68,510 at 6%; with 100% employer match about $77,074 at 4% or $51,382 at 6%. |
| Bar Charts Inc. 401K Plan | - | 28 | $3,123,998 | $172,645 | $6,166iApproximate average salary by contribution assumption: employee only about $154,147 at 4% or $102,765 at 6%; with 50% employer match about $102,765 at 4% or $68,510 at 6%; with 100% employer match about $77,074 at 4% or $51,382 at 6%. |
| 2014 | 1 | 35 | $3,280,886 | $135,883 | $3,882iApproximate average salary by contribution assumption: employee only about $97,059 at 4% or $64,706 at 6%; with 50% employer match about $64,706 at 4% or $43,137 at 6%; with 100% employer match about $48,530 at 4% or $32,353 at 6%. |
| Bar Charts Inc. 401K Plan | - | 35 | $3,280,886 | $135,883 | $3,882iApproximate average salary by contribution assumption: employee only about $97,059 at 4% or $64,706 at 6%; with 50% employer match about $64,706 at 4% or $43,137 at 6%; with 100% employer match about $48,530 at 4% or $32,353 at 6%. |
| 2013 | 1 | 38 | $3,239,188 | $197,868 | $5,207iApproximate average salary by contribution assumption: employee only about $130,176 at 4% or $86,784 at 6%; with 50% employer match about $86,784 at 4% or $57,856 at 6%; with 100% employer match about $65,088 at 4% or $43,392 at 6%. |
| Bar Charts Inc. 401K Plan | - | 38 | $3,239,188 | $197,868 | $5,207iApproximate average salary by contribution assumption: employee only about $130,176 at 4% or $86,784 at 6%; with 50% employer match about $86,784 at 4% or $57,856 at 6%; with 100% employer match about $65,088 at 4% or $43,392 at 6%. |
| 2012 | 1 | 40 | $2,882,538 | $178,490 | $4,462iApproximate average salary by contribution assumption: employee only about $111,556 at 4% or $74,371 at 6%; with 50% employer match about $74,371 at 4% or $49,581 at 6%; with 100% employer match about $55,778 at 4% or $37,185 at 6%. |
| Bar Charts Inc. 401K Plan | - | 40 | $2,882,538 | $178,490 | $4,462iApproximate average salary by contribution assumption: employee only about $111,556 at 4% or $74,371 at 6%; with 50% employer match about $74,371 at 4% or $49,581 at 6%; with 100% employer match about $55,778 at 4% or $37,185 at 6%. |
| 2011 | 1 | 42 | $2,910,176 | $187,692 | $4,469iApproximate average salary by contribution assumption: employee only about $111,721 at 4% or $74,481 at 6%; with 50% employer match about $74,481 at 4% or $49,654 at 6%; with 100% employer match about $55,861 at 4% or $37,240 at 6%. |
| Bar Charts Inc. 401K Plan | - | 42 | $2,910,176 | $187,692 | $4,469iApproximate average salary by contribution assumption: employee only about $111,721 at 4% or $74,481 at 6%; with 50% employer match about $74,481 at 4% or $49,654 at 6%; with 100% employer match about $55,861 at 4% or $37,240 at 6%. |
| 2010 | 1 | 43 | $2,893,430 | $209,664 | $4,876iApproximate average salary by contribution assumption: employee only about $121,898 at 4% or $81,265 at 6%; with 50% employer match about $81,265 at 4% or $54,177 at 6%; with 100% employer match about $60,949 at 4% or $40,633 at 6%. |
| Bar Charts Inc. 401K Plan | - | 43 | $2,893,430 | $209,664 | $4,876iApproximate average salary by contribution assumption: employee only about $121,898 at 4% or $81,265 at 6%; with 50% employer match about $81,265 at 4% or $54,177 at 6%; with 100% employer match about $60,949 at 4% or $40,633 at 6%. |
| 2009 | 1 | 39 | $2,407,772 | $314,411 | $8,062iApproximate average salary by contribution assumption: employee only about $201,546 at 4% or $134,364 at 6%; with 50% employer match about $134,364 at 4% or $89,576 at 6%; with 100% employer match about $100,773 at 4% or $67,182 at 6%. |
| Bar Charts Inc. 401K Plan | - | 39 | $2,407,772 | $314,411 | $8,062iApproximate average salary by contribution assumption: employee only about $201,546 at 4% or $134,364 at 6%; with 50% employer match about $134,364 at 4% or $89,576 at 6%; with 100% employer match about $100,773 at 4% or $67,182 at 6%. |
| 2008 | 1 | 40 | $0 | $0 | - |
| Bar Charts Inc. 401K Plan | - | 40 | - | - | - |
| 2007 | 1 | 43 | $2,525,356 | $317,083 | $7,374iApproximate average salary by contribution assumption: employee only about $184,351 at 4% or $122,900 at 6%; with 50% employer match about $122,900 at 4% or $81,934 at 6%; with 100% employer match about $92,175 at 4% or $61,450 at 6%. |
| Bar Charts Inc. 401K Plan | - | 43 | $2,525,356 | $317,083 | $7,374iApproximate average salary by contribution assumption: employee only about $184,351 at 4% or $122,900 at 6%; with 50% employer match about $122,900 at 4% or $81,934 at 6%; with 100% employer match about $92,175 at 4% or $61,450 at 6%. |
| 2006 | 1 | 45 | $2,446,881 | $317,469 | $7,055iApproximate average salary by contribution assumption: employee only about $176,372 at 4% or $117,581 at 6%; with 50% employer match about $117,581 at 4% or $78,387 at 6%; with 100% employer match about $88,186 at 4% or $58,791 at 6%. |
| Bar Charts Inc. 401K Plan | - | 45 | $2,446,881 | $317,469 | $7,055iApproximate average salary by contribution assumption: employee only about $176,372 at 4% or $117,581 at 6%; with 50% employer match about $117,581 at 4% or $78,387 at 6%; with 100% employer match about $88,186 at 4% or $58,791 at 6%. |
| 2005 | 1 | 62 | $1,965,737 | $359,277 | $5,795iApproximate average salary by contribution assumption: employee only about $144,870 at 4% or $96,580 at 6%; with 50% employer match about $96,580 at 4% or $64,387 at 6%; with 100% employer match about $72,435 at 4% or $48,290 at 6%. |
| Bar Charts Inc. 401K Plan | - | 62 | $1,965,737 | $359,277 | $5,795iApproximate average salary by contribution assumption: employee only about $144,870 at 4% or $96,580 at 6%; with 50% employer match about $96,580 at 4% or $64,387 at 6%; with 100% employer match about $72,435 at 4% or $48,290 at 6%. |
| 2004 | 1 | 51 | $1,612,685 | $320,229 | $6,279iApproximate average salary by contribution assumption: employee only about $156,975 at 4% or $104,650 at 6%; with 50% employer match about $104,650 at 4% or $69,767 at 6%; with 100% employer match about $78,488 at 4% or $52,325 at 6%. |
| Bar Charts Inc. 401K Plan | - | 51 | $1,612,685 | $320,229 | $6,279iApproximate average salary by contribution assumption: employee only about $156,975 at 4% or $104,650 at 6%; with 50% employer match about $104,650 at 4% or $69,767 at 6%; with 100% employer match about $78,488 at 4% or $52,325 at 6%. |
| 2003 | 1 | 55 | $1,174,468 | $228,633 | $4,157iApproximate average salary by contribution assumption: employee only about $103,924 at 4% or $69,283 at 6%; with 50% employer match about $69,283 at 4% or $46,188 at 6%; with 100% employer match about $51,962 at 4% or $34,641 at 6%. |
| Bar Charts Inc. 401K Plan | - | 55 | $1,174,468 | $228,633 | $4,157iApproximate average salary by contribution assumption: employee only about $103,924 at 4% or $69,283 at 6%; with 50% employer match about $69,283 at 4% or $46,188 at 6%; with 100% employer match about $51,962 at 4% or $34,641 at 6%. |
| 2002 | 1 | 76 | $776,733 | $283,712 | $3,733iApproximate average salary by contribution assumption: employee only about $93,326 at 4% or $62,218 at 6%; with 50% employer match about $62,218 at 4% or $41,478 at 6%; with 100% employer match about $46,663 at 4% or $31,109 at 6%. |
| Bar Charts Inc. 401K Plan | - | 76 | $776,733 | $283,712 | $3,733iApproximate average salary by contribution assumption: employee only about $93,326 at 4% or $62,218 at 6%; with 50% employer match about $62,218 at 4% or $41,478 at 6%; with 100% employer match about $46,663 at 4% or $31,109 at 6%. |
| 2001 | 1 | 75 | $626,308 | $255,506 | $3,407iApproximate average salary by contribution assumption: employee only about $85,169 at 4% or $56,779 at 6%; with 50% employer match about $56,779 at 4% or $37,853 at 6%; with 100% employer match about $42,584 at 4% or $28,390 at 6%. |
| Bar Charts Inc. 401K Plan | - | 75 | $626,308 | $255,506 | $3,407iApproximate average salary by contribution assumption: employee only about $85,169 at 4% or $56,779 at 6%; with 50% employer match about $56,779 at 4% or $37,853 at 6%; with 100% employer match about $42,584 at 4% or $28,390 at 6%. |
| 2000 | 1 | 48 | $0 | $0 | - |
| Bar Charts Inc. 401K Plan | - | 48 | - | - | - |
| 1999 | 1 | 34 | $231,726 | $174,504 | $5,132iApproximate average salary by contribution assumption: employee only about $128,312 at 4% or $85,541 at 6%; with 50% employer match about $85,541 at 4% or $57,027 at 6%; with 100% employer match about $64,156 at 4% or $42,771 at 6%. |
| Bar Charts Inc. 401K Plan | - | 34 | $231,726 | $174,504 | $5,132iApproximate average salary by contribution assumption: employee only about $128,312 at 4% or $85,541 at 6%; with 50% employer match about $85,541 at 4% or $57,027 at 6%; with 100% employer match about $64,156 at 4% or $42,771 at 6%. |