Civic Intelligence

Charter Oak Bank

Plan context: Charter Oak Bank 401(K) Plan

EIN 83-0403852 • Irvine, CA • 12 filings • 3 plans

40 PacificaIrvine, CA 92618
Current Snapshot

Latest Year

2010

2010 Participants

36

2010 Assets

$953,434

2010 Contributions

$233,650

Historical Graphs

Total Assets Over Time

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

$990,252$495,126$0200520072009YearValue
$953,434Latest year 2009

Participants Over Time

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

36180200520072009YearValue
36Latest year 2009

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
201020$0$0-
Charter Oak Bank 401(K) Plan-0$0--
Charter Oak Bank Esop-0---
2009236$953,434$233,650$6,490iApproximate average salary by contribution assumption: employee only about $162,257 at 4% or $108,171 at 6%; with 50% employer match about $108,171 at 4% or $72,114 at 6%; with 100% employer match about $81,128 at 4% or $54,086 at 6%.
Charter Oak Bank 401(K) Plan-36$767,114$151,883$4,219iApproximate average salary by contribution assumption: employee only about $105,474 at 4% or $70,316 at 6%; with 50% employer match about $70,316 at 4% or $46,877 at 6%; with 100% employer match about $52,737 at 4% or $35,158 at 6%.
Charter Oak Bank Esop-29$186,320$81,767$2,820iApproximate average salary by contribution assumption: employee only about $70,489 at 4% or $46,993 at 6%; with 50% employer match about $46,993 at 4% or $31,328 at 6%; with 100% employer match about $35,244 at 4% or $23,496 at 6%.
2008231$798,351$223,021$7,194iApproximate average salary by contribution assumption: employee only about $179,856 at 4% or $119,904 at 6%; with 50% employer match about $119,904 at 4% or $79,936 at 6%; with 100% employer match about $89,928 at 4% or $59,952 at 6%.
Charter Oak Bank 401(K) Plan-31$476,351$146,648$4,731iApproximate average salary by contribution assumption: employee only about $118,265 at 4% or $78,843 at 6%; with 50% employer match about $78,843 at 4% or $52,562 at 6%; with 100% employer match about $59,132 at 4% or $39,422 at 6%.
Charter Oak Bank Esop-31$322,000$76,373$2,464iApproximate average salary by contribution assumption: employee only about $61,591 at 4% or $41,061 at 6%; with 50% employer match about $41,061 at 4% or $27,374 at 6%; with 100% employer match about $30,796 at 4% or $20,530 at 6%.
2007228$990,252$188,717$6,740iApproximate average salary by contribution assumption: employee only about $168,497 at 4% or $112,332 at 6%; with 50% employer match about $112,332 at 4% or $74,888 at 6%; with 100% employer match about $84,249 at 4% or $56,166 at 6%.
Charter Oak Bank 401(K) Plan-28$539,712$127,084$4,539iApproximate average salary by contribution assumption: employee only about $113,468 at 4% or $75,645 at 6%; with 50% employer match about $75,645 at 4% or $50,430 at 6%; with 100% employer match about $56,734 at 4% or $37,823 at 6%.
Charter Oak Bank Esop-27$450,540$61,633$2,283iApproximate average salary by contribution assumption: employee only about $57,068 at 4% or $38,045 at 6%; with 50% employer match about $38,045 at 4% or $25,363 at 6%; with 100% employer match about $28,534 at 4% or $19,023 at 6%.
2006222$886,475$389,029$17,683iApproximate average salary by contribution assumption: employee only about $442,078 at 4% or $294,719 at 6%; with 50% employer match about $294,719 at 4% or $196,479 at 6%; with 100% employer match about $221,039 at 4% or $147,359 at 6%.
Charter Oak Bank Esop-22$465,099$69,526$3,160iApproximate average salary by contribution assumption: employee only about $79,007 at 4% or $52,671 at 6%; with 50% employer match about $52,671 at 4% or $35,114 at 6%; with 100% employer match about $39,503 at 4% or $26,336 at 6%.
Charter Oak Bank 401(K) Plan-22$421,376$319,503$14,523iApproximate average salary by contribution assumption: employee only about $363,072 at 4% or $242,048 at 6%; with 50% employer match about $242,048 at 4% or $161,365 at 6%; with 100% employer match about $181,536 at 4% or $121,024 at 6%.
2005220$117,871$114,626$5,731iApproximate average salary by contribution assumption: employee only about $143,283 at 4% or $95,522 at 6%; with 50% employer match about $95,522 at 4% or $63,681 at 6%; with 100% employer match about $71,641 at 4% or $47,761 at 6%.
Charter Oak Bank 401(K) Plan-20$76,506$73,261$3,663iApproximate average salary by contribution assumption: employee only about $91,576 at 4% or $61,051 at 6%; with 50% employer match about $61,051 at 4% or $40,701 at 6%; with 100% employer match about $45,788 at 4% or $30,525 at 6%.
Charter Oak Bank Esop-20$41,365$41,365$2,068iApproximate average salary by contribution assumption: employee only about $51,706 at 4% or $34,471 at 6%; with 50% employer match about $34,471 at 4% or $22,981 at 6%; with 100% employer match about $25,853 at 4% or $17,235 at 6%.