Civic Intelligence

Charism LLC

Plan context: Charism LLC Retirement Plan

EIN 72-1467299 • Lafayette, LA • 13 filings • 1 plans

606 Canaan DrLafayette, LA 70508-7443
Current Snapshot

Latest Year

2016

2016 Participants

1

2016 Assets

$416,775

2016 Contributions

$17,933

Historical Graphs

Total Assets Over Time

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

$1,027,421$513,711$0200420102015YearValue
$416,775Latest year 2015

Participants Over Time

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

420200420102015YearValue
1Latest year 2015

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
201610$0$0-
Charism LLC Retirement Plan-0$0--
201511$416,775$0-
Charism LLC Retirement Plan-1$416,775--
201413$980,382$0-
Charism LLC Retirement Plan-3$980,382$0-
201314$1,027,421$17,933$4,483iApproximate average salary by contribution assumption: employee only about $112,081 at 4% or $74,721 at 6%; with 50% employer match about $74,721 at 4% or $49,814 at 6%; with 100% employer match about $56,041 at 4% or $37,360 at 6%.
Charism LLC Retirement Plan-4$1,027,421$17,933$4,483iApproximate average salary by contribution assumption: employee only about $112,081 at 4% or $74,721 at 6%; with 50% employer match about $74,721 at 4% or $49,814 at 6%; with 100% employer match about $56,041 at 4% or $37,360 at 6%.
201214$978,384$47,298$11,825iApproximate average salary by contribution assumption: employee only about $295,613 at 4% or $197,075 at 6%; with 50% employer match about $197,075 at 4% or $131,383 at 6%; with 100% employer match about $147,806 at 4% or $98,538 at 6%.
Charism LLC Retirement Plan-4$978,384$47,298$11,825iApproximate average salary by contribution assumption: employee only about $295,613 at 4% or $197,075 at 6%; with 50% employer match about $197,075 at 4% or $131,383 at 6%; with 100% employer match about $147,806 at 4% or $98,538 at 6%.
201114$900,583$75,497$18,874iApproximate average salary by contribution assumption: employee only about $471,856 at 4% or $314,571 at 6%; with 50% employer match about $314,571 at 4% or $209,714 at 6%; with 100% employer match about $235,928 at 4% or $157,285 at 6%.
Charism LLC Retirement Plan-4$900,583$75,497$18,874iApproximate average salary by contribution assumption: employee only about $471,856 at 4% or $314,571 at 6%; with 50% employer match about $314,571 at 4% or $209,714 at 6%; with 100% employer match about $235,928 at 4% or $157,285 at 6%.
201014$823,895$71,501$17,875iApproximate average salary by contribution assumption: employee only about $446,881 at 4% or $297,921 at 6%; with 50% employer match about $297,921 at 4% or $198,614 at 6%; with 100% employer match about $223,441 at 4% or $148,960 at 6%.
Charism LLC Retirement Plan-4$823,895$71,501$17,875iApproximate average salary by contribution assumption: employee only about $446,881 at 4% or $297,921 at 6%; with 50% employer match about $297,921 at 4% or $198,614 at 6%; with 100% employer match about $223,441 at 4% or $148,960 at 6%.
200914$724,849$118,137$29,534iApproximate average salary by contribution assumption: employee only about $738,356 at 4% or $492,238 at 6%; with 50% employer match about $492,238 at 4% or $328,158 at 6%; with 100% employer match about $369,178 at 4% or $246,119 at 6%.
Charism LLC Retirement Plan-4$724,849$118,137$29,534iApproximate average salary by contribution assumption: employee only about $738,356 at 4% or $492,238 at 6%; with 50% employer match about $492,238 at 4% or $328,158 at 6%; with 100% employer match about $369,178 at 4% or $246,119 at 6%.
200813$574,717$110,427$36,809iApproximate average salary by contribution assumption: employee only about $920,225 at 4% or $613,483 at 6%; with 50% employer match about $613,483 at 4% or $408,989 at 6%; with 100% employer match about $460,113 at 4% or $306,742 at 6%.
Charism LLC Retirement Plan-3$574,717$110,427$36,809iApproximate average salary by contribution assumption: employee only about $920,225 at 4% or $613,483 at 6%; with 50% employer match about $613,483 at 4% or $408,989 at 6%; with 100% employer match about $460,113 at 4% or $306,742 at 6%.
200714$576,575$112,711$28,178iApproximate average salary by contribution assumption: employee only about $704,444 at 4% or $469,629 at 6%; with 50% employer match about $469,629 at 4% or $313,086 at 6%; with 100% employer match about $352,222 at 4% or $234,815 at 6%.
Charism LLC Retirement Plan-4$576,575$112,711$28,178iApproximate average salary by contribution assumption: employee only about $704,444 at 4% or $469,629 at 6%; with 50% employer match about $469,629 at 4% or $313,086 at 6%; with 100% employer match about $352,222 at 4% or $234,815 at 6%.
200614$468,568$100,536$25,134iApproximate average salary by contribution assumption: employee only about $628,350 at 4% or $418,900 at 6%; with 50% employer match about $418,900 at 4% or $279,267 at 6%; with 100% employer match about $314,175 at 4% or $209,450 at 6%.
Charism LLC Retirement Plan-4$468,568$100,536$25,134iApproximate average salary by contribution assumption: employee only about $628,350 at 4% or $418,900 at 6%; with 50% employer match about $418,900 at 4% or $279,267 at 6%; with 100% employer match about $314,175 at 4% or $209,450 at 6%.
200514$365,034$96,470$24,118iApproximate average salary by contribution assumption: employee only about $602,938 at 4% or $401,958 at 6%; with 50% employer match about $401,958 at 4% or $267,972 at 6%; with 100% employer match about $301,469 at 4% or $200,979 at 6%.
Charism LLC Retirement Plan-4$365,034$96,470$24,118iApproximate average salary by contribution assumption: employee only about $602,938 at 4% or $401,958 at 6%; with 50% employer match about $401,958 at 4% or $267,972 at 6%; with 100% employer match about $301,469 at 4% or $200,979 at 6%.
200413$346,383$92,970$30,990iApproximate average salary by contribution assumption: employee only about $774,750 at 4% or $516,500 at 6%; with 50% employer match about $516,500 at 4% or $344,333 at 6%; with 100% employer match about $387,375 at 4% or $258,250 at 6%.
Charism LLC Retirement Plan-3$346,383$92,970$30,990iApproximate average salary by contribution assumption: employee only about $774,750 at 4% or $516,500 at 6%; with 50% employer match about $516,500 at 4% or $344,333 at 6%; with 100% employer match about $387,375 at 4% or $258,250 at 6%.