Civic Intelligence

E F Charles Inc.

Plan context: Ef Charles Inc. 401K Plan

EIN 86-0473373 • Carefree, AZ • 26 filings • 5 plans

7202 East Cave Creek Road Bldg 6Carefree, AZ 85377
Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$2,777,525

2024 Contributions

$158,153

Historical Graphs

Total Assets Over Time

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

$2,777,525$1,388,763$0199920132024YearValue
$2,777,525Latest year 2024

Participants Over Time

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

24120199920122024YearValue
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$2,777,525$158,153$8,324iApproximate average salary by contribution assumption: employee only about $208,096 at 4% or $138,731 at 6%; with 50% employer match about $138,731 at 4% or $92,487 at 6%; with 100% employer match about $104,048 at 4% or $69,365 at 6%.
Ef Charles Inc. 401K Plan-19$2,777,525$158,153$8,324iApproximate average salary by contribution assumption: employee only about $208,096 at 4% or $138,731 at 6%; with 50% employer match about $138,731 at 4% or $92,487 at 6%; with 100% employer match about $104,048 at 4% or $69,365 at 6%.
2023118$2,291,188$143,743$7,986iApproximate average salary by contribution assumption: employee only about $199,643 at 4% or $133,095 at 6%; with 50% employer match about $133,095 at 4% or $88,730 at 6%; with 100% employer match about $99,822 at 4% or $66,548 at 6%.
Ef Charles Inc. 401K Plan-18$2,291,188$143,743$7,986iApproximate average salary by contribution assumption: employee only about $199,643 at 4% or $133,095 at 6%; with 50% employer match about $133,095 at 4% or $88,730 at 6%; with 100% employer match about $99,822 at 4% or $66,548 at 6%.
2022116$1,739,759$121,044$7,565iApproximate average salary by contribution assumption: employee only about $189,131 at 4% or $126,088 at 6%; with 50% employer match about $126,088 at 4% or $84,058 at 6%; with 100% employer match about $94,566 at 4% or $63,044 at 6%.
Ef Charles Inc. 401K Plan-16$1,739,759$121,044$7,565iApproximate average salary by contribution assumption: employee only about $189,131 at 4% or $126,088 at 6%; with 50% employer match about $126,088 at 4% or $84,058 at 6%; with 100% employer match about $94,566 at 4% or $63,044 at 6%.
2021118$2,182,995$103,977$5,777iApproximate average salary by contribution assumption: employee only about $144,413 at 4% or $96,275 at 6%; with 50% employer match about $96,275 at 4% or $64,183 at 6%; with 100% employer match about $72,206 at 4% or $48,138 at 6%.
Ef Charles Inc. 401K Plan-18$2,182,995$103,977$5,777iApproximate average salary by contribution assumption: employee only about $144,413 at 4% or $96,275 at 6%; with 50% employer match about $96,275 at 4% or $64,183 at 6%; with 100% employer match about $72,206 at 4% or $48,138 at 6%.
2020113$1,798,100$88,061$6,774iApproximate average salary by contribution assumption: employee only about $169,348 at 4% or $112,899 at 6%; with 50% employer match about $112,899 at 4% or $75,266 at 6%; with 100% employer match about $84,674 at 4% or $56,449 at 6%.
Ef Charles Inc. 401K Plan-13$1,798,100$88,061$6,774iApproximate average salary by contribution assumption: employee only about $169,348 at 4% or $112,899 at 6%; with 50% employer match about $112,899 at 4% or $75,266 at 6%; with 100% employer match about $84,674 at 4% or $56,449 at 6%.
2019113$1,410,061$83,302$6,408iApproximate average salary by contribution assumption: employee only about $160,196 at 4% or $106,797 at 6%; with 50% employer match about $106,797 at 4% or $71,198 at 6%; with 100% employer match about $80,098 at 4% or $53,399 at 6%.
Ef Charles Inc. 401K Plan-13$1,410,061$83,302$6,408iApproximate average salary by contribution assumption: employee only about $160,196 at 4% or $106,797 at 6%; with 50% employer match about $106,797 at 4% or $71,198 at 6%; with 100% employer match about $80,098 at 4% or $53,399 at 6%.
2018114$1,095,529$78,874$5,634iApproximate average salary by contribution assumption: employee only about $140,846 at 4% or $93,898 at 6%; with 50% employer match about $93,898 at 4% or $62,598 at 6%; with 100% employer match about $70,423 at 4% or $46,949 at 6%.
Ef Charles Inc. 401K Plan-14$1,095,529$78,874$5,634iApproximate average salary by contribution assumption: employee only about $140,846 at 4% or $93,898 at 6%; with 50% employer match about $93,898 at 4% or $62,598 at 6%; with 100% employer match about $70,423 at 4% or $46,949 at 6%.
2017113$1,108,255$52,842$4,065iApproximate average salary by contribution assumption: employee only about $101,619 at 4% or $67,746 at 6%; with 50% employer match about $67,746 at 4% or $45,164 at 6%; with 100% employer match about $50,810 at 4% or $33,873 at 6%.
Ef Charles Inc. 401K Plan-13$1,108,255$52,842$4,065iApproximate average salary by contribution assumption: employee only about $101,619 at 4% or $67,746 at 6%; with 50% employer match about $67,746 at 4% or $45,164 at 6%; with 100% employer match about $50,810 at 4% or $33,873 at 6%.
2016111$1,125,822$50,145$4,559iApproximate average salary by contribution assumption: employee only about $113,966 at 4% or $75,977 at 6%; with 50% employer match about $75,977 at 4% or $50,652 at 6%; with 100% employer match about $56,983 at 4% or $37,989 at 6%.
Ef Charles Inc. 401K Plan-11$1,125,822$50,145$4,559iApproximate average salary by contribution assumption: employee only about $113,966 at 4% or $75,977 at 6%; with 50% employer match about $75,977 at 4% or $50,652 at 6%; with 100% employer match about $56,983 at 4% or $37,989 at 6%.
2015111$990,008$48,845$4,440iApproximate average salary by contribution assumption: employee only about $111,011 at 4% or $74,008 at 6%; with 50% employer match about $74,008 at 4% or $49,338 at 6%; with 100% employer match about $55,506 at 4% or $37,004 at 6%.
Ef Charles Inc. 401K Plan-11$990,008$48,845$4,440iApproximate average salary by contribution assumption: employee only about $111,011 at 4% or $74,008 at 6%; with 50% employer match about $74,008 at 4% or $49,338 at 6%; with 100% employer match about $55,506 at 4% or $37,004 at 6%.
2014112$964,080$48,220$4,018iApproximate average salary by contribution assumption: employee only about $100,458 at 4% or $66,972 at 6%; with 50% employer match about $66,972 at 4% or $44,648 at 6%; with 100% employer match about $50,229 at 4% or $33,486 at 6%.
Ef Charles Inc. 401K Plan-12$964,080$48,220$4,018iApproximate average salary by contribution assumption: employee only about $100,458 at 4% or $66,972 at 6%; with 50% employer match about $66,972 at 4% or $44,648 at 6%; with 100% employer match about $50,229 at 4% or $33,486 at 6%.
2013111$869,993$46,668$4,243iApproximate average salary by contribution assumption: employee only about $106,064 at 4% or $70,709 at 6%; with 50% employer match about $70,709 at 4% or $47,139 at 6%; with 100% employer match about $53,032 at 4% or $35,355 at 6%.
Ef Charles Inc. 401K Plan-11$869,993$46,668$4,243iApproximate average salary by contribution assumption: employee only about $106,064 at 4% or $70,709 at 6%; with 50% employer match about $70,709 at 4% or $47,139 at 6%; with 100% employer match about $53,032 at 4% or $35,355 at 6%.
2012111$663,483$37,549$3,414iApproximate average salary by contribution assumption: employee only about $85,339 at 4% or $56,892 at 6%; with 50% employer match about $56,892 at 4% or $37,928 at 6%; with 100% employer match about $42,669 at 4% or $28,446 at 6%.
Ef Charles Inc. 401K Plan-11$663,483$37,549$3,414iApproximate average salary by contribution assumption: employee only about $85,339 at 4% or $56,892 at 6%; with 50% employer match about $56,892 at 4% or $37,928 at 6%; with 100% employer match about $42,669 at 4% or $28,446 at 6%.
2011110$562,423$35,352$3,535iApproximate average salary by contribution assumption: employee only about $88,380 at 4% or $58,920 at 6%; with 50% employer match about $58,920 at 4% or $39,280 at 6%; with 100% employer match about $44,190 at 4% or $29,460 at 6%.
Ef Charles Inc. 401K Plan-10$562,423$35,352$3,535iApproximate average salary by contribution assumption: employee only about $88,380 at 4% or $58,920 at 6%; with 50% employer match about $58,920 at 4% or $39,280 at 6%; with 100% employer match about $44,190 at 4% or $29,460 at 6%.
2010110$552,478$43,434$4,343iApproximate average salary by contribution assumption: employee only about $108,585 at 4% or $72,390 at 6%; with 50% employer match about $72,390 at 4% or $48,260 at 6%; with 100% employer match about $54,292 at 4% or $36,195 at 6%.
Ef Charles Inc. 401K Plan-10$552,478$43,434$4,343iApproximate average salary by contribution assumption: employee only about $108,585 at 4% or $72,390 at 6%; with 50% employer match about $72,390 at 4% or $48,260 at 6%; with 100% employer match about $54,292 at 4% or $36,195 at 6%.
2009112$462,664$51,071$4,256iApproximate average salary by contribution assumption: employee only about $106,398 at 4% or $70,932 at 6%; with 50% employer match about $70,932 at 4% or $47,288 at 6%; with 100% employer match about $53,199 at 4% or $35,466 at 6%.
Ef Charles Inc. 401K Plan-12$462,664$51,071$4,256iApproximate average salary by contribution assumption: employee only about $106,398 at 4% or $70,932 at 6%; with 50% employer match about $70,932 at 4% or $47,288 at 6%; with 100% employer match about $53,199 at 4% or $35,466 at 6%.
2008124$327,357$49,238$2,052iApproximate average salary by contribution assumption: employee only about $51,290 at 4% or $34,193 at 6%; with 50% employer match about $34,193 at 4% or $22,795 at 6%; with 100% employer match about $25,645 at 4% or $17,097 at 6%.
Ef Charles Inc. 401K Plan-24$327,357$49,238$2,052iApproximate average salary by contribution assumption: employee only about $51,290 at 4% or $34,193 at 6%; with 50% employer match about $34,193 at 4% or $22,795 at 6%; with 100% employer match about $25,645 at 4% or $17,097 at 6%.
2007124$0$0-
Ef Charles Inc. 401K Plan-24---
2006118$394,538$55,006$3,056iApproximate average salary by contribution assumption: employee only about $76,397 at 4% or $50,931 at 6%; with 50% employer match about $50,931 at 4% or $33,954 at 6%; with 100% employer match about $38,199 at 4% or $25,466 at 6%.
Ef Charles Inc. 401K Plan-18$394,538$55,006$3,056iApproximate average salary by contribution assumption: employee only about $76,397 at 4% or $50,931 at 6%; with 50% employer match about $50,931 at 4% or $33,954 at 6%; with 100% employer match about $38,199 at 4% or $25,466 at 6%.
2005114$302,944$50,930$3,638iApproximate average salary by contribution assumption: employee only about $90,946 at 4% or $60,631 at 6%; with 50% employer match about $60,631 at 4% or $40,421 at 6%; with 100% employer match about $45,473 at 4% or $30,315 at 6%.
Ef Charles Inc. 401K Plan-14$302,944$50,930$3,638iApproximate average salary by contribution assumption: employee only about $90,946 at 4% or $60,631 at 6%; with 50% employer match about $60,631 at 4% or $40,421 at 6%; with 100% employer match about $45,473 at 4% or $30,315 at 6%.
2004113$242,090$47,613$3,663iApproximate average salary by contribution assumption: employee only about $91,563 at 4% or $61,042 at 6%; with 50% employer match about $61,042 at 4% or $40,695 at 6%; with 100% employer match about $45,782 at 4% or $30,521 at 6%.
Ef Charles Inc. 401K Plan-13$242,090$47,613$3,663iApproximate average salary by contribution assumption: employee only about $91,563 at 4% or $61,042 at 6%; with 50% employer match about $61,042 at 4% or $40,695 at 6%; with 100% employer match about $45,782 at 4% or $30,521 at 6%.
2003113$209,597$43,386$3,337iApproximate average salary by contribution assumption: employee only about $83,435 at 4% or $55,623 at 6%; with 50% employer match about $55,623 at 4% or $37,082 at 6%; with 100% employer match about $41,717 at 4% or $27,812 at 6%.
Ef Charles Inc. 401K Plan-13$209,597$43,386$3,337iApproximate average salary by contribution assumption: employee only about $83,435 at 4% or $55,623 at 6%; with 50% employer match about $55,623 at 4% or $37,082 at 6%; with 100% employer match about $41,717 at 4% or $27,812 at 6%.
2002114$0$0-
Ef Charles Inc. 401K Plan-14---
2001119$0$0-
Ef Charles Inc. 401K Plan-19---
2000120$78,479$49,330$2,467iApproximate average salary by contribution assumption: employee only about $61,663 at 4% or $41,108 at 6%; with 50% employer match about $41,108 at 4% or $27,406 at 6%; with 100% employer match about $30,831 at 4% or $20,554 at 6%.
Ef Charles Inc. 401K Plan-20$78,479$49,330$2,467iApproximate average salary by contribution assumption: employee only about $61,663 at 4% or $41,108 at 6%; with 50% employer match about $41,108 at 4% or $27,406 at 6%; with 100% employer match about $30,831 at 4% or $20,554 at 6%.
1999120$35,439$31,690$1,585iApproximate average salary by contribution assumption: employee only about $39,613 at 4% or $26,408 at 6%; with 50% employer match about $26,408 at 4% or $17,606 at 6%; with 100% employer match about $19,806 at 4% or $13,204 at 6%.
Ef Charles Inc. 401K Plan-20$35,439$31,690$1,585iApproximate average salary by contribution assumption: employee only about $39,613 at 4% or $26,408 at 6%; with 50% employer match about $26,408 at 4% or $17,606 at 6%; with 100% employer match about $19,806 at 4% or $13,204 at 6%.