Civic Intelligence

Charterwest Mortgage LLC

Plan context: Charterwest Mortgage LLC 401K Profit Sharing Plan & Trust

EIN 84-1515657 • 10 filings • 4 plans

Current Snapshot

Latest Year

2008

2008 Participants

130

2008 Assets

$348,446

2008 Contributions

$331

Historical Graphs

Total Assets Over Time

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

$389,426$194,713$0199920032006YearValue
$348,446Latest year 2006

Participants Over Time

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

130650199920032007YearValue
130Latest year 2007

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
200810$0$331-
Charterwest Mortgage LLC 401K Profit Sharing Plan & Trust-0-$331-
20071130$0$0-
Charterwest Mortgage LLC 401K Profit Sharing Plan & Trust-130---
20061122$348,446$41,337$339iApproximate average salary by contribution assumption: employee only about $8,471 at 4% or $5,647 at 6%; with 50% employer match about $5,647 at 4% or $3,765 at 6%; with 100% employer match about $4,235 at 4% or $2,824 at 6%.
Charterwest Mortgage LLC 401K Profit Sharing Plan & Trust-122$348,446$41,337$339iApproximate average salary by contribution assumption: employee only about $8,471 at 4% or $5,647 at 6%; with 50% employer match about $5,647 at 4% or $3,765 at 6%; with 100% employer match about $4,235 at 4% or $2,824 at 6%.
2005163$341,669$73,301$1,164iApproximate average salary by contribution assumption: employee only about $29,088 at 4% or $19,392 at 6%; with 50% employer match about $19,392 at 4% or $12,928 at 6%; with 100% employer match about $14,544 at 4% or $9,696 at 6%.
Charterwest Mortgage LLC 401K Profit Sharing Plan & Trust-63$341,669$73,301$1,164iApproximate average salary by contribution assumption: employee only about $29,088 at 4% or $19,392 at 6%; with 50% employer match about $19,392 at 4% or $12,928 at 6%; with 100% employer match about $14,544 at 4% or $9,696 at 6%.
2004185$389,426$87,324$1,027iApproximate average salary by contribution assumption: employee only about $25,684 at 4% or $17,122 at 6%; with 50% employer match about $17,122 at 4% or $11,415 at 6%; with 100% employer match about $12,842 at 4% or $8,561 at 6%.
Charterwest Mortgage LLC 401K Profit Sharing Plan & Trust-85$389,426$87,324$1,027iApproximate average salary by contribution assumption: employee only about $25,684 at 4% or $17,122 at 6%; with 50% employer match about $17,122 at 4% or $11,415 at 6%; with 100% employer match about $12,842 at 4% or $8,561 at 6%.
2003190$316,612$113,537$1,262iApproximate average salary by contribution assumption: employee only about $31,538 at 4% or $21,025 at 6%; with 50% employer match about $21,025 at 4% or $14,017 at 6%; with 100% employer match about $15,769 at 4% or $10,513 at 6%.
Charterwest Mortgage LLC 401K Profit Sharing Plan & Trust-90$316,612$113,537$1,262iApproximate average salary by contribution assumption: employee only about $31,538 at 4% or $21,025 at 6%; with 50% employer match about $21,025 at 4% or $14,017 at 6%; with 100% employer match about $15,769 at 4% or $10,513 at 6%.
2002141$0$76,842$1,874iApproximate average salary by contribution assumption: employee only about $46,855 at 4% or $31,237 at 6%; with 50% employer match about $31,237 at 4% or $20,824 at 6%; with 100% employer match about $23,427 at 4% or $15,618 at 6%.
Charterwest Mortgage LLC 401K Profit Sharing Plan & Trust-41-$76,842$1,874iApproximate average salary by contribution assumption: employee only about $46,855 at 4% or $31,237 at 6%; with 50% employer match about $31,237 at 4% or $20,824 at 6%; with 100% employer match about $23,427 at 4% or $15,618 at 6%.
2001151$150,487$99,436$1,950iApproximate average salary by contribution assumption: employee only about $48,743 at 4% or $32,495 at 6%; with 50% employer match about $32,495 at 4% or $21,664 at 6%; with 100% employer match about $24,372 at 4% or $16,248 at 6%.
Charterwest Mortgage LLC 401K Profit Sharing Plan & Trust-51$150,487$99,436$1,950iApproximate average salary by contribution assumption: employee only about $48,743 at 4% or $32,495 at 6%; with 50% employer match about $32,495 at 4% or $21,664 at 6%; with 100% employer match about $24,372 at 4% or $16,248 at 6%.
2000120$55,749$53,789$2,689iApproximate average salary by contribution assumption: employee only about $67,236 at 4% or $44,824 at 6%; with 50% employer match about $44,824 at 4% or $29,883 at 6%; with 100% employer match about $33,618 at 4% or $22,412 at 6%.
Charterwest Mortgage LLC 401K Profit Sharing Plan & Trust-20$55,749$53,789$2,689iApproximate average salary by contribution assumption: employee only about $67,236 at 4% or $44,824 at 6%; with 50% employer match about $44,824 at 4% or $29,883 at 6%; with 100% employer match about $33,618 at 4% or $22,412 at 6%.
1999111$5,376$5,193$472iApproximate average salary by contribution assumption: employee only about $11,802 at 4% or $7,868 at 6%; with 50% employer match about $7,868 at 4% or $5,245 at 6%; with 100% employer match about $5,901 at 4% or $3,934 at 6%.
Charterwest Mortgage LLC 401K Profit Sharing Plan & Trust-11$5,376$5,193$472iApproximate average salary by contribution assumption: employee only about $11,802 at 4% or $7,868 at 6%; with 50% employer match about $7,868 at 4% or $5,245 at 6%; with 100% employer match about $5,901 at 4% or $3,934 at 6%.