Civic Intelligence

Charles Wilson Inc.

Plan context: Charles Wilson Inc. Retirement Plan

EIN 68-0552801 • 7 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,013,908

2024 Contributions

$62,582

Historical Graphs

Total Assets Over Time

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

$1,013,908$506,954$0201820212024YearValue
$1,013,908Latest year 2024

Participants Over Time

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

530201820212024YearValue
3Latest year 2024

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
202413$1,013,908$62,582$20,861iApproximate average salary by contribution assumption: employee only about $521,517 at 4% or $347,678 at 6%; with 50% employer match about $347,678 at 4% or $231,785 at 6%; with 100% employer match about $260,758 at 4% or $173,839 at 6%.
Charles Wilson Inc. Retirement Plan-3$1,013,908$62,582$20,861iApproximate average salary by contribution assumption: employee only about $521,517 at 4% or $347,678 at 6%; with 50% employer match about $347,678 at 4% or $231,785 at 6%; with 100% employer match about $260,758 at 4% or $173,839 at 6%.
202313$878,063$115,726$38,575iApproximate average salary by contribution assumption: employee only about $964,383 at 4% or $642,922 at 6%; with 50% employer match about $642,922 at 4% or $428,615 at 6%; with 100% employer match about $482,192 at 4% or $321,461 at 6%.
Charles Wilson Inc. Retirement Plan-3$878,063$115,726$38,575iApproximate average salary by contribution assumption: employee only about $964,383 at 4% or $642,922 at 6%; with 50% employer match about $642,922 at 4% or $428,615 at 6%; with 100% employer match about $482,192 at 4% or $321,461 at 6%.
202213$734,954$71,302$23,767iApproximate average salary by contribution assumption: employee only about $594,183 at 4% or $396,122 at 6%; with 50% employer match about $396,122 at 4% or $264,081 at 6%; with 100% employer match about $297,092 at 4% or $198,061 at 6%.
Charles Wilson Inc. Retirement Plan-3$734,954$71,302$23,767iApproximate average salary by contribution assumption: employee only about $594,183 at 4% or $396,122 at 6%; with 50% employer match about $396,122 at 4% or $264,081 at 6%; with 100% employer match about $297,092 at 4% or $198,061 at 6%.
202114$676,600$64,030$16,008iApproximate average salary by contribution assumption: employee only about $400,188 at 4% or $266,792 at 6%; with 50% employer match about $266,792 at 4% or $177,861 at 6%; with 100% employer match about $200,094 at 4% or $133,396 at 6%.
Charles Wilson Inc. Retirement Plan-4$676,600$64,030$16,008iApproximate average salary by contribution assumption: employee only about $400,188 at 4% or $266,792 at 6%; with 50% employer match about $266,792 at 4% or $177,861 at 6%; with 100% employer match about $200,094 at 4% or $133,396 at 6%.
202013$591,907$11,907$3,969iApproximate average salary by contribution assumption: employee only about $99,225 at 4% or $66,150 at 6%; with 50% employer match about $66,150 at 4% or $44,100 at 6%; with 100% employer match about $49,613 at 4% or $33,075 at 6%.
Charles Wilson Inc. Retirement Plan-3$591,907$11,907$3,969iApproximate average salary by contribution assumption: employee only about $99,225 at 4% or $66,150 at 6%; with 50% employer match about $66,150 at 4% or $44,100 at 6%; with 100% employer match about $49,613 at 4% or $33,075 at 6%.
201913$630,000$0-
Charles Wilson Inc. Retirement Plan-3$630,000--
201815$495,900$414,343$82,869iApproximate average salary by contribution assumption: employee only about $2,071,715 at 4% or $1,381,143 at 6%; with 50% employer match about $1,381,143 at 4% or $920,762 at 6%; with 100% employer match about $1,035,858 at 4% or $690,572 at 6%.
Charles Wilson Inc. Retirement Plan-5$495,900$414,343$82,869iApproximate average salary by contribution assumption: employee only about $2,071,715 at 4% or $1,381,143 at 6%; with 50% employer match about $1,381,143 at 4% or $920,762 at 6%; with 100% employer match about $1,035,858 at 4% or $690,572 at 6%.