Charming Charlie Holdings Inc.
Plan context: Charming Charlie 401(K) Plan
EIN 87-0720263 • Houston, TX • 18 filings • 2 plans
Current Snapshot
Latest Year
2018
2018 Participants
402
2018 Assets
$9,664,472
2018 Contributions
$1,456,759
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 402 | $0 | $0 | - |
| Charming Charlie Welfare Benefit Plan | - | 402 | - | - | - |
| 2017 | 2 | 1,475 | $9,664,472 | $1,456,759 | $988iApproximate average salary by contribution assumption: employee only about $24,691 at 4% or $16,461 at 6%; with 50% employer match about $16,461 at 4% or $10,974 at 6%; with 100% employer match about $12,345 at 4% or $8,230 at 6%. |
| Charming Charlie 401(K) Plan | - | 1,475 | $9,664,472 | $1,456,759 | $988iApproximate average salary by contribution assumption: employee only about $24,691 at 4% or $16,461 at 6%; with 50% employer match about $16,461 at 4% or $10,974 at 6%; with 100% employer match about $12,345 at 4% or $8,230 at 6%. |
| Charming Charlie Welfare Benefit Plan | - | 560 | - | - | - |
| 2016 | 2 | 1,894 | $7,983,716 | $1,547,165 | $817iApproximate average salary by contribution assumption: employee only about $20,422 at 4% or $13,615 at 6%; with 50% employer match about $13,615 at 4% or $9,076 at 6%; with 100% employer match about $10,211 at 4% or $6,807 at 6%. |
| Charming Charlie 401(K) Plan | - | 1,894 | $7,983,716 | $1,547,165 | $817iApproximate average salary by contribution assumption: employee only about $20,422 at 4% or $13,615 at 6%; with 50% employer match about $13,615 at 4% or $9,076 at 6%; with 100% employer match about $10,211 at 4% or $6,807 at 6%. |
| Charming Charlie Welfare Benefit Plan | - | 1,031 | - | - | - |
| 2015 | 2 | 3,117 | $7,367,790 | $2,210,515 | $709iApproximate average salary by contribution assumption: employee only about $17,730 at 4% or $11,820 at 6%; with 50% employer match about $11,820 at 4% or $7,880 at 6%; with 100% employer match about $8,865 at 4% or $5,910 at 6%. |
| Charming Charlie 401(K) Plan | - | 3,117 | $7,367,790 | $2,210,515 | $709iApproximate average salary by contribution assumption: employee only about $17,730 at 4% or $11,820 at 6%; with 50% employer match about $11,820 at 4% or $7,880 at 6%; with 100% employer match about $8,865 at 4% or $5,910 at 6%. |
| Charming Charlie Welfare Benefit Plan | - | 1,571 | - | - | - |
| 2014 | 2 | 2,966 | $5,918,557 | $2,713,777 | $915iApproximate average salary by contribution assumption: employee only about $22,874 at 4% or $15,249 at 6%; with 50% employer match about $15,249 at 4% or $10,166 at 6%; with 100% employer match about $11,437 at 4% or $7,625 at 6%. |
| Charming Charlie 401(K) Plan | - | 2,966 | $5,918,557 | $2,713,777 | $915iApproximate average salary by contribution assumption: employee only about $22,874 at 4% or $15,249 at 6%; with 50% employer match about $15,249 at 4% or $10,166 at 6%; with 100% employer match about $11,437 at 4% or $7,625 at 6%. |
| Charming Charlie Welfare Benefit Plan | - | 1,446 | - | - | - |
| 2013 | 2 | 2,458 | $3,779,584 | $1,943,799 | $791iApproximate average salary by contribution assumption: employee only about $19,770 at 4% or $13,180 at 6%; with 50% employer match about $13,180 at 4% or $8,787 at 6%; with 100% employer match about $9,885 at 4% or $6,590 at 6%. |
| Charming Charlie 401(K) Plan | - | 2,458 | $3,779,584 | $1,943,799 | $791iApproximate average salary by contribution assumption: employee only about $19,770 at 4% or $13,180 at 6%; with 50% employer match about $13,180 at 4% or $8,787 at 6%; with 100% employer match about $9,885 at 4% or $6,590 at 6%. |
| Charming Charlie Welfare Benefit Plan | - | 917 | - | - | - |
| 2012 | 2 | 1,933 | $2,001,087 | $1,565,776 | $810iApproximate average salary by contribution assumption: employee only about $20,251 at 4% or $13,500 at 6%; with 50% employer match about $13,500 at 4% or $9,000 at 6%; with 100% employer match about $10,125 at 4% or $6,750 at 6%. |
| Charming Charlie 401(K) Plan | - | 1,933 | $2,001,087 | $1,565,776 | $810iApproximate average salary by contribution assumption: employee only about $20,251 at 4% or $13,500 at 6%; with 50% employer match about $13,500 at 4% or $9,000 at 6%; with 100% employer match about $10,125 at 4% or $6,750 at 6%. |
| Charming Charlie Welfare Benefit Plan | - | 917 | - | - | - |
| 2011 | 2 | 1,161 | $392,787 | $334,618 | $288iApproximate average salary by contribution assumption: employee only about $7,205 at 4% or $4,804 at 6%; with 50% employer match about $4,804 at 4% or $3,202 at 6%; with 100% employer match about $3,603 at 4% or $2,402 at 6%. |
| Charming Charlie 401(K) Plan | - | 1,161 | $392,787 | $334,618 | $288iApproximate average salary by contribution assumption: employee only about $7,205 at 4% or $4,804 at 6%; with 50% employer match about $4,804 at 4% or $3,202 at 6%; with 100% employer match about $3,603 at 4% or $2,402 at 6%. |
| Charming Charlie Welfare Benefit Plan | - | 703 | - | - | - |
| 2010 | 2 | 358 | $130,388 | $64,012 | $179iApproximate average salary by contribution assumption: employee only about $4,470 at 4% or $2,980 at 6%; with 50% employer match about $2,980 at 4% or $1,987 at 6%; with 100% employer match about $2,235 at 4% or $1,490 at 6%. |
| Charming Charlie 401(K) Plan | - | 17 | $130,388 | $64,012 | $3,765iApproximate average salary by contribution assumption: employee only about $94,135 at 4% or $62,757 at 6%; with 50% employer match about $62,757 at 4% or $41,838 at 6%; with 100% employer match about $47,068 at 4% or $31,378 at 6%. |
| Charming Charlie Welfare Benefit Plan | - | 358 | - | - | - |
| 2009 | 1 | 13 | $53,343 | $45,841 | $3,526iApproximate average salary by contribution assumption: employee only about $88,156 at 4% or $58,771 at 6%; with 50% employer match about $58,771 at 4% or $39,180 at 6%; with 100% employer match about $44,078 at 4% or $29,385 at 6%. |
| Charming Charlie 401(K) Plan | - | 13 | $53,343 | $45,841 | $3,526iApproximate average salary by contribution assumption: employee only about $88,156 at 4% or $58,771 at 6%; with 50% employer match about $58,771 at 4% or $39,180 at 6%; with 100% employer match about $44,078 at 4% or $29,385 at 6%. |