Civic Intelligence

Charter Roofing Co Inc

Plan context: Charter Roofing Co Inc 401K Profit Sharing Plan & Trust

EIN 74-2123832 • Houston, TX • 45 filings • 8 plans

6126 Scarlet DriveHouston, TX 77048
Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$2,282,577

2024 Contributions

$102,172

Historical Graphs

Total Assets Over Time

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

$11,057,973$5,528,987$0199920122024YearValue
$2,282,577Latest year 2024

Participants Over Time

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

44220199920122024YearValue
19Latest 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
2024119$2,282,577$102,172$5,377iApproximate average salary by contribution assumption: employee only about $134,437 at 4% or $89,625 at 6%; with 50% employer match about $89,625 at 4% or $59,750 at 6%; with 100% employer match about $67,218 at 4% or $44,812 at 6%.
Charter Roofing Co Inc 401K Profit Sharing Plan & Trust-19$2,282,577$102,172$5,377iApproximate average salary by contribution assumption: employee only about $134,437 at 4% or $89,625 at 6%; with 50% employer match about $89,625 at 4% or $59,750 at 6%; with 100% employer match about $67,218 at 4% or $44,812 at 6%.
2023218$8,952,621$142,496$7,916iApproximate average salary by contribution assumption: employee only about $197,911 at 4% or $131,941 at 6%; with 50% employer match about $131,941 at 4% or $87,960 at 6%; with 100% employer match about $98,956 at 4% or $65,970 at 6%.
Charter Roofing Co. Inc. Employee Stock Ownership Plan-15$6,631,217$80,000$5,333iApproximate average salary by contribution assumption: employee only about $133,333 at 4% or $88,889 at 6%; with 50% employer match about $88,889 at 4% or $59,259 at 6%; with 100% employer match about $66,667 at 4% or $44,444 at 6%.
Charter Roofing Co Inc 401K Profit Sharing Plan & Trust-18$2,321,404$62,496$3,472iApproximate average salary by contribution assumption: employee only about $86,800 at 4% or $57,867 at 6%; with 50% employer match about $57,867 at 4% or $38,578 at 6%; with 100% employer match about $43,400 at 4% or $28,933 at 6%.
2022221$10,017,904$268,583$12,790iApproximate average salary by contribution assumption: employee only about $319,742 at 4% or $213,161 at 6%; with 50% employer match about $213,161 at 4% or $142,107 at 6%; with 100% employer match about $159,871 at 4% or $106,581 at 6%.
Charter Roofing Co. Inc. Employee Stock Ownership Plan-17$7,977,388$152,431$8,967iApproximate average salary by contribution assumption: employee only about $224,163 at 4% or $149,442 at 6%; with 50% employer match about $149,442 at 4% or $99,628 at 6%; with 100% employer match about $112,082 at 4% or $74,721 at 6%.
Charter Roofing Co Inc 401K Profit Sharing Plan & Trust-21$2,040,516$116,152$5,531iApproximate average salary by contribution assumption: employee only about $138,276 at 4% or $92,184 at 6%; with 50% employer match about $92,184 at 4% or $61,456 at 6%; with 100% employer match about $69,138 at 4% or $46,092 at 6%.
2021221$11,057,973$176,480$8,404iApproximate average salary by contribution assumption: employee only about $210,095 at 4% or $140,063 at 6%; with 50% employer match about $140,063 at 4% or $93,376 at 6%; with 100% employer match about $105,048 at 4% or $70,032 at 6%.
Charter Roofing Co. Inc. Employee Stock Ownership Plan-18$7,958,441$60,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
Charter Roofing Co Inc 401K Profit Sharing Plan & Trust-21$3,099,532$116,480$5,547iApproximate average salary by contribution assumption: employee only about $138,667 at 4% or $92,444 at 6%; with 50% employer match about $92,444 at 4% or $61,630 at 6%; with 100% employer match about $69,333 at 4% or $46,222 at 6%.
2020118$5,801,834$70,000$3,889iApproximate average salary by contribution assumption: employee only about $97,222 at 4% or $64,815 at 6%; with 50% employer match about $64,815 at 4% or $43,210 at 6%; with 100% employer match about $48,611 at 4% or $32,407 at 6%.
Charter Roofing Co. Inc. Employee Stock Ownership Plan-18$5,801,834$70,000$3,889iApproximate average salary by contribution assumption: employee only about $97,222 at 4% or $64,815 at 6%; with 50% employer match about $64,815 at 4% or $43,210 at 6%; with 100% employer match about $48,611 at 4% or $32,407 at 6%.
2019221$6,157,691$103,991$4,952iApproximate average salary by contribution assumption: employee only about $123,799 at 4% or $82,533 at 6%; with 50% employer match about $82,533 at 4% or $55,022 at 6%; with 100% employer match about $61,899 at 4% or $41,266 at 6%.
Charter Roofing Co. Inc. Employee Stock Ownership Plan-21$4,063,371--
Charter Roofing Co Inc 401K Profit Sharing Plan & Trust-17$2,094,320$103,991$6,117iApproximate average salary by contribution assumption: employee only about $152,928 at 4% or $101,952 at 6%; with 50% employer match about $101,952 at 4% or $67,968 at 6%; with 100% employer match about $76,464 at 4% or $50,976 at 6%.
2018116$5,298,582$270,000$16,875iApproximate average salary by contribution assumption: employee only about $421,875 at 4% or $281,250 at 6%; with 50% employer match about $281,250 at 4% or $187,500 at 6%; with 100% employer match about $210,938 at 4% or $140,625 at 6%.
Charter Roofing Co. Inc. Employee Stock Ownership Plan-16$5,298,582$270,000$16,875iApproximate average salary by contribution assumption: employee only about $421,875 at 4% or $281,250 at 6%; with 50% employer match about $281,250 at 4% or $187,500 at 6%; with 100% employer match about $210,938 at 4% or $140,625 at 6%.
2017222$8,419,220$188,641$8,575iApproximate average salary by contribution assumption: employee only about $214,365 at 4% or $142,910 at 6%; with 50% employer match about $142,910 at 4% or $95,273 at 6%; with 100% employer match about $107,182 at 4% or $71,455 at 6%.
Charter Roofing Co. Inc. Employee Stock Ownership Plan-19$6,337,603$80,000$4,211iApproximate average salary by contribution assumption: employee only about $105,263 at 4% or $70,175 at 6%; with 50% employer match about $70,175 at 4% or $46,784 at 6%; with 100% employer match about $52,632 at 4% or $35,088 at 6%.
Charter Roofing Co Inc 401K Profit Sharing Plan & Trust-22$2,081,617$108,641$4,938iApproximate average salary by contribution assumption: employee only about $123,456 at 4% or $82,304 at 6%; with 50% employer match about $82,304 at 4% or $54,869 at 6%; with 100% employer match about $61,728 at 4% or $41,152 at 6%.
2016223$6,601,440$345,462$15,020iApproximate average salary by contribution assumption: employee only about $375,502 at 4% or $250,335 at 6%; with 50% employer match about $250,335 at 4% or $166,890 at 6%; with 100% employer match about $187,751 at 4% or $125,167 at 6%.
Charter Roofing Co. Inc. Employee Stock Ownership Plan-20$4,908,568$235,000$11,750iApproximate average salary by contribution assumption: employee only about $293,750 at 4% or $195,833 at 6%; with 50% employer match about $195,833 at 4% or $130,556 at 6%; with 100% employer match about $146,875 at 4% or $97,917 at 6%.
Charter Roofing Co Inc 401K Profit Sharing Plan & Trust-23$1,692,872$110,462$4,803iApproximate average salary by contribution assumption: employee only about $120,067 at 4% or $80,045 at 6%; with 50% employer match about $80,045 at 4% or $53,363 at 6%; with 100% employer match about $60,034 at 4% or $40,022 at 6%.
2015221$6,835,198$102,674$4,889iApproximate average salary by contribution assumption: employee only about $122,231 at 4% or $81,487 at 6%; with 50% employer match about $81,487 at 4% or $54,325 at 6%; with 100% employer match about $61,115 at 4% or $40,744 at 6%.
Charter Roofing Co. Inc. Employee Stock Ownership Plan-21$5,350,364--
Charter Roofing Co Inc 401K Profit Sharing Plan & Trust-21$1,484,834$102,674$4,889iApproximate average salary by contribution assumption: employee only about $122,231 at 4% or $81,487 at 6%; with 50% employer match about $81,487 at 4% or $54,325 at 6%; with 100% employer match about $61,115 at 4% or $40,744 at 6%.
2014221$6,091,384$95,531$4,549iApproximate average salary by contribution assumption: employee only about $113,727 at 4% or $75,818 at 6%; with 50% employer match about $75,818 at 4% or $50,546 at 6%; with 100% employer match about $56,864 at 4% or $37,909 at 6%.
Charter Roofing Co. Inc. Employee Stock Ownership Plan-20$4,679,812--
Charter Roofing Co Inc 401K Profit Sharing Plan & Trust-21$1,411,572$95,531$4,549iApproximate average salary by contribution assumption: employee only about $113,727 at 4% or $75,818 at 6%; with 50% employer match about $75,818 at 4% or $50,546 at 6%; with 100% employer match about $56,864 at 4% or $37,909 at 6%.
2013226$5,769,167$90,682$3,488iApproximate average salary by contribution assumption: employee only about $87,194 at 4% or $58,129 at 6%; with 50% employer match about $58,129 at 4% or $38,753 at 6%; with 100% employer match about $43,597 at 4% or $29,065 at 6%.
Charter Roofing Co. Inc. Employee Stock Ownership Plan-21$4,528,765--
Charter Roofing Co Inc 401K Profit Sharing Plan & Trust-26$1,240,402$90,682$3,488iApproximate average salary by contribution assumption: employee only about $87,194 at 4% or $58,129 at 6%; with 50% employer match about $58,129 at 4% or $38,753 at 6%; with 100% employer match about $43,597 at 4% or $29,065 at 6%.
2012244$5,583,315$89,824$2,041iApproximate average salary by contribution assumption: employee only about $51,036 at 4% or $34,024 at 6%; with 50% employer match about $34,024 at 4% or $22,683 at 6%; with 100% employer match about $25,518 at 4% or $17,012 at 6%.
Charter Roofing Co. Inc. Employee Stock Ownership Plan-25$4,649,410--
Charter Roofing Co Inc 401K Profit Sharing Plan & Trust-44$933,905$89,824$2,041iApproximate average salary by contribution assumption: employee only about $51,036 at 4% or $34,024 at 6%; with 50% employer match about $34,024 at 4% or $22,683 at 6%; with 100% employer match about $25,518 at 4% or $17,012 at 6%.
2011244$5,084,257$93,380$2,122iApproximate average salary by contribution assumption: employee only about $53,057 at 4% or $35,371 at 6%; with 50% employer match about $35,371 at 4% or $23,581 at 6%; with 100% employer match about $26,528 at 4% or $17,686 at 6%.
Charter Roofing Co. Inc. Employee Stock Ownership Plan-28$4,321,207--
Charter Roofing Co Inc 401K Profit Sharing Plan & Trust-44$763,050$93,380$2,122iApproximate average salary by contribution assumption: employee only about $53,057 at 4% or $35,371 at 6%; with 50% employer match about $35,371 at 4% or $23,581 at 6%; with 100% employer match about $26,528 at 4% or $17,686 at 6%.
2010234$5,967,983$256,525$7,545iApproximate average salary by contribution assumption: employee only about $188,621 at 4% or $125,748 at 6%; with 50% employer match about $125,748 at 4% or $83,832 at 6%; with 100% employer match about $94,311 at 4% or $62,874 at 6%.
Charter Roofing Co. Inc. Employee Stock Ownership Plan-29$5,272,785$175,000$6,034iApproximate average salary by contribution assumption: employee only about $150,862 at 4% or $100,575 at 6%; with 50% employer match about $100,575 at 4% or $67,050 at 6%; with 100% employer match about $75,431 at 4% or $50,287 at 6%.
Charter Roofing Co Inc 401K Profit Sharing Plan & Trust-34$695,198$81,525$2,398iApproximate average salary by contribution assumption: employee only about $59,945 at 4% or $39,963 at 6%; with 50% employer match about $39,963 at 4% or $26,642 at 6%; with 100% employer match about $29,972 at 4% or $19,982 at 6%.
2009229$5,500,931$404,783$13,958iApproximate average salary by contribution assumption: employee only about $348,951 at 4% or $232,634 at 6%; with 50% employer match about $232,634 at 4% or $155,089 at 6%; with 100% employer match about $174,475 at 4% or $116,317 at 6%.
Charter Roofing Co. Inc. Employee Stock Ownership Plan-29$4,937,259$324,317$11,183iApproximate average salary by contribution assumption: employee only about $279,584 at 4% or $186,389 at 6%; with 50% employer match about $186,389 at 4% or $124,259 at 6%; with 100% employer match about $139,792 at 4% or $93,195 at 6%.
Charter Roofing Co Inc 401K Profit Sharing Plan & Trust-29$563,672$80,466$2,775iApproximate average salary by contribution assumption: employee only about $69,367 at 4% or $46,245 at 6%; with 50% employer match about $46,245 at 4% or $30,830 at 6%; with 100% employer match about $34,684 at 4% or $23,122 at 6%.
2008232$397,969$73,559$2,299iApproximate average salary by contribution assumption: employee only about $57,468 at 4% or $38,312 at 6%; with 50% employer match about $38,312 at 4% or $25,541 at 6%; with 100% employer match about $28,734 at 4% or $19,156 at 6%.
Charter Roofing Co Inc 401K Profit Sharing Plan & Trust-32$397,969$73,559$2,299iApproximate average salary by contribution assumption: employee only about $57,468 at 4% or $38,312 at 6%; with 50% employer match about $38,312 at 4% or $25,541 at 6%; with 100% employer match about $28,734 at 4% or $19,156 at 6%.
Charter Roofing Co. Inc. Employee Stock Ownership Plan-26---
2007231$478,768$69,284$2,235iApproximate average salary by contribution assumption: employee only about $55,874 at 4% or $37,249 at 6%; with 50% employer match about $37,249 at 4% or $24,833 at 6%; with 100% employer match about $27,937 at 4% or $18,625 at 6%.
Charter Roofing Co Inc 401K Profit Sharing Plan & Trust-31$478,768$69,284$2,235iApproximate average salary by contribution assumption: employee only about $55,874 at 4% or $37,249 at 6%; with 50% employer match about $37,249 at 4% or $24,833 at 6%; with 100% employer match about $27,937 at 4% or $18,625 at 6%.
Charter Roofing Co. Inc. Employee Stock Ownership Plan-26---
2006229$3,710,361$293,614$10,125iApproximate average salary by contribution assumption: employee only about $253,116 at 4% or $168,744 at 6%; with 50% employer match about $168,744 at 4% or $112,496 at 6%; with 100% employer match about $126,558 at 4% or $84,372 at 6%.
Charter Roofing Co. Inc. Employee Stock Ownership Plan-27$3,334,760$223,237$8,268iApproximate average salary by contribution assumption: employee only about $206,701 at 4% or $137,801 at 6%; with 50% employer match about $137,801 at 4% or $91,867 at 6%; with 100% employer match about $103,350 at 4% or $68,900 at 6%.
Charter Roofing Co Inc 401K Profit Sharing Plan & Trust-29$375,601$70,377$2,427iApproximate average salary by contribution assumption: employee only about $60,670 at 4% or $40,447 at 6%; with 50% employer match about $40,447 at 4% or $26,964 at 6%; with 100% employer match about $30,335 at 4% or $20,223 at 6%.
2005231$292,941$66,386$2,141iApproximate average salary by contribution assumption: employee only about $53,537 at 4% or $35,691 at 6%; with 50% employer match about $35,691 at 4% or $23,794 at 6%; with 100% employer match about $26,769 at 4% or $17,846 at 6%.
Charter Roofing Co Inc 401K Profit Sharing Plan & Trust-31$292,941$66,386$2,141iApproximate average salary by contribution assumption: employee only about $53,537 at 4% or $35,691 at 6%; with 50% employer match about $35,691 at 4% or $23,794 at 6%; with 100% employer match about $26,769 at 4% or $17,846 at 6%.
Charter Roofing Co. Inc. Employee Stock Ownership Plan-26---
2004233$1,132,145$401,037$12,153iApproximate average salary by contribution assumption: employee only about $303,816 at 4% or $202,544 at 6%; with 50% employer match about $202,544 at 4% or $135,029 at 6%; with 100% employer match about $151,908 at 4% or $101,272 at 6%.
Charter Roofing Co. Inc. Employee Stock Ownership Plan-28$912,158$346,915$12,390iApproximate average salary by contribution assumption: employee only about $309,746 at 4% or $206,497 at 6%; with 50% employer match about $206,497 at 4% or $137,665 at 6%; with 100% employer match about $154,873 at 4% or $103,249 at 6%.
Charter Roofing Co Inc 401K Profit Sharing Plan & Trust-33$219,987$54,122$1,640iApproximate average salary by contribution assumption: employee only about $41,002 at 4% or $27,334 at 6%; with 50% employer match about $27,334 at 4% or $18,223 at 6%; with 100% employer match about $20,501 at 4% or $13,667 at 6%.
2003235$172,151$54,602$1,560iApproximate average salary by contribution assumption: employee only about $39,001 at 4% or $26,001 at 6%; with 50% employer match about $26,001 at 4% or $17,334 at 6%; with 100% employer match about $19,501 at 4% or $13,000 at 6%.
Charter Roofing Co Inc 401K Profit Sharing Plan & Trust-31$172,151$54,602$1,761iApproximate average salary by contribution assumption: employee only about $44,034 at 4% or $29,356 at 6%; with 50% employer match about $29,356 at 4% or $19,571 at 6%; with 100% employer match about $22,017 at 4% or $14,678 at 6%.
Charter Roofing Co. Inc. Employee Stock Ownership Plan-35---
2002137$114,077$47,859$1,293iApproximate average salary by contribution assumption: employee only about $32,337 at 4% or $21,558 at 6%; with 50% employer match about $21,558 at 4% or $14,372 at 6%; with 100% employer match about $16,169 at 4% or $10,779 at 6%.
Charter Roofing Co Inc 401K Profit Sharing Plan & Trust-37$114,077$47,859$1,293iApproximate average salary by contribution assumption: employee only about $32,337 at 4% or $21,558 at 6%; with 50% employer match about $21,558 at 4% or $14,372 at 6%; with 100% employer match about $16,169 at 4% or $10,779 at 6%.
2001129$83,060$50,162$1,730iApproximate average salary by contribution assumption: employee only about $43,243 at 4% or $28,829 at 6%; with 50% employer match about $28,829 at 4% or $19,219 at 6%; with 100% employer match about $21,622 at 4% or $14,414 at 6%.
Charter Roofing Co Inc 401K Profit Sharing Plan & Trust-29$83,060$50,162$1,730iApproximate average salary by contribution assumption: employee only about $43,243 at 4% or $28,829 at 6%; with 50% employer match about $28,829 at 4% or $19,219 at 6%; with 100% employer match about $21,622 at 4% or $14,414 at 6%.
2000131$42,410$39,037$1,259iApproximate average salary by contribution assumption: employee only about $31,481 at 4% or $20,988 at 6%; with 50% employer match about $20,988 at 4% or $13,992 at 6%; with 100% employer match about $15,741 at 4% or $10,494 at 6%.
Charter Roofing Co Inc 401K Profit Sharing Plan & Trust-31$42,410$39,037$1,259iApproximate average salary by contribution assumption: employee only about $31,481 at 4% or $20,988 at 6%; with 50% employer match about $20,988 at 4% or $13,992 at 6%; with 100% employer match about $15,741 at 4% or $10,494 at 6%.
1999128$7,380$6,996$250iApproximate average salary by contribution assumption: employee only about $6,246 at 4% or $4,164 at 6%; with 50% employer match about $4,164 at 4% or $2,776 at 6%; with 100% employer match about $3,123 at 4% or $2,082 at 6%.
Charter Roofing Co Inc 401K Profit Sharing Plan & Trust-28$7,380$6,996$250iApproximate average salary by contribution assumption: employee only about $6,246 at 4% or $4,164 at 6%; with 50% employer match about $4,164 at 4% or $2,776 at 6%; with 100% employer match about $3,123 at 4% or $2,082 at 6%.