The Charity CFO LLC
Plan context: The Charity CFO Retirement Plan
EIN 81-1513563 • St. Louis, MO • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
53
2025 Assets
$1,711,510
2025 Contributions
$463,568
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 53 | $1,711,510 | $463,568 | $8,747iApproximate average salary by contribution assumption: employee only about $218,664 at 4% or $145,776 at 6%; with 50% employer match about $145,776 at 4% or $97,184 at 6%; with 100% employer match about $109,332 at 4% or $72,888 at 6%. |
| The Charity CFO Retirement Plan | - | 53 | $1,711,510 | $463,568 | $8,747iApproximate average salary by contribution assumption: employee only about $218,664 at 4% or $145,776 at 6%; with 50% employer match about $145,776 at 4% or $97,184 at 6%; with 100% employer match about $109,332 at 4% or $72,888 at 6%. |
| 2024 | 1 | 43 | $1,050,261 | $492,863 | $11,462iApproximate average salary by contribution assumption: employee only about $286,548 at 4% or $191,032 at 6%; with 50% employer match about $191,032 at 4% or $127,355 at 6%; with 100% employer match about $143,274 at 4% or $95,516 at 6%. |
| The Charity CFO Retirement Plan | - | 43 | $1,050,261 | $492,863 | $11,462iApproximate average salary by contribution assumption: employee only about $286,548 at 4% or $191,032 at 6%; with 50% employer match about $191,032 at 4% or $127,355 at 6%; with 100% employer match about $143,274 at 4% or $95,516 at 6%. |
| 2023 | 1 | 41 | $489,328 | $264,902 | $6,461iApproximate average salary by contribution assumption: employee only about $161,526 at 4% or $107,684 at 6%; with 50% employer match about $107,684 at 4% or $71,789 at 6%; with 100% employer match about $80,763 at 4% or $53,842 at 6%. |
| The Charity CFO Retirement Plan | - | 41 | $489,328 | $264,902 | $6,461iApproximate average salary by contribution assumption: employee only about $161,526 at 4% or $107,684 at 6%; with 50% employer match about $107,684 at 4% or $71,789 at 6%; with 100% employer match about $80,763 at 4% or $53,842 at 6%. |
| 2022 | 1 | 25 | $187,864 | $130,764 | $5,231iApproximate average salary by contribution assumption: employee only about $130,764 at 4% or $87,176 at 6%; with 50% employer match about $87,176 at 4% or $58,117 at 6%; with 100% employer match about $65,382 at 4% or $43,588 at 6%. |
| The Charity CFO Retirement Plan | - | 25 | $187,864 | $130,764 | $5,231iApproximate average salary by contribution assumption: employee only about $130,764 at 4% or $87,176 at 6%; with 50% employer match about $87,176 at 4% or $58,117 at 6%; with 100% employer match about $65,382 at 4% or $43,588 at 6%. |