Civic Intelligence

Dan Charles Agency Co Inc

Plan context: DAN CHARLES AGENCY CO INC 401(K) PROFIT SHARING PLAN & TRUST

EIN 91-0912311 • Vancouver, WA • 29 filings • 9 plans

2512 E Evergreen Blvd Pmb 28Vancouver, WA 98661-4323
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$160,782

2025 Contributions

$19,854

Historical Graphs

Total Assets Over Time

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

$2,958,686$1,479,343$0200020152025YearValue
$160,782Latest year 2025

Participants Over Time

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

950200020132025YearValue
5Latest year 2025

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
202515$160,782$19,854$3,971iApproximate average salary by contribution assumption: employee only about $99,270 at 4% or $66,180 at 6%; with 50% employer match about $66,180 at 4% or $44,120 at 6%; with 100% employer match about $49,635 at 4% or $33,090 at 6%.
DAN CHARLES AGENCY CO INC 401(K) PROFIT SHARING PLAN & TRUST-5$160,782$19,854$3,971iApproximate average salary by contribution assumption: employee only about $99,270 at 4% or $66,180 at 6%; with 50% employer match about $66,180 at 4% or $44,120 at 6%; with 100% employer match about $49,635 at 4% or $33,090 at 6%.
202414$125,992$18,334$4,584iApproximate average salary by contribution assumption: employee only about $114,588 at 4% or $76,392 at 6%; with 50% employer match about $76,392 at 4% or $50,928 at 6%; with 100% employer match about $57,294 at 4% or $38,196 at 6%.
Dan Charles Agency Co Inc 401(K) Profit Sharing Plan & Trust-4$125,992$18,334$4,584iApproximate average salary by contribution assumption: employee only about $114,588 at 4% or $76,392 at 6%; with 50% employer match about $76,392 at 4% or $50,928 at 6%; with 100% employer match about $57,294 at 4% or $38,196 at 6%.
202314$97,469$16,286$4,072iApproximate average salary by contribution assumption: employee only about $101,788 at 4% or $67,858 at 6%; with 50% employer match about $67,858 at 4% or $45,239 at 6%; with 100% employer match about $50,894 at 4% or $33,929 at 6%.
DAN CHARLES AGENCY CO INC 401(K) PROFIT SHARING PLAN & TRUST-4$97,469$16,286$4,072iApproximate average salary by contribution assumption: employee only about $101,788 at 4% or $67,858 at 6%; with 50% employer match about $67,858 at 4% or $45,239 at 6%; with 100% employer match about $50,894 at 4% or $33,929 at 6%.
202214$70,620$23,650$5,913iApproximate average salary by contribution assumption: employee only about $147,813 at 4% or $98,542 at 6%; with 50% employer match about $98,542 at 4% or $65,694 at 6%; with 100% employer match about $73,906 at 4% or $49,271 at 6%.
DAN CHARLES AGENCY CO INC 401(K) PROFIT SHARING PLAN & TRUST-4$70,620$23,650$5,913iApproximate average salary by contribution assumption: employee only about $147,813 at 4% or $98,542 at 6%; with 50% employer match about $98,542 at 4% or $65,694 at 6%; with 100% employer match about $73,906 at 4% or $49,271 at 6%.
202114$58,063$1,241$310iApproximate average salary by contribution assumption: employee only about $7,756 at 4% or $5,171 at 6%; with 50% employer match about $5,171 at 4% or $3,447 at 6%; with 100% employer match about $3,878 at 4% or $2,585 at 6%.
Dan Charles Agency Co Inc 401(K) Profit Sharing Plan & Trust-4$58,063$1,241$310iApproximate average salary by contribution assumption: employee only about $7,756 at 4% or $5,171 at 6%; with 50% employer match about $5,171 at 4% or $3,447 at 6%; with 100% employer match about $3,878 at 4% or $2,585 at 6%.
202016$108,754$8,209$1,368iApproximate average salary by contribution assumption: employee only about $34,204 at 4% or $22,803 at 6%; with 50% employer match about $22,803 at 4% or $15,202 at 6%; with 100% employer match about $17,102 at 4% or $11,401 at 6%.
Dan Charles Agency Co Inc 401(K) Profit Sharing Plan & Trust-6$108,754$8,209$1,368iApproximate average salary by contribution assumption: employee only about $34,204 at 4% or $22,803 at 6%; with 50% employer match about $22,803 at 4% or $15,202 at 6%; with 100% employer match about $17,102 at 4% or $11,401 at 6%.
201916$94,011$8,730$1,455iApproximate average salary by contribution assumption: employee only about $36,375 at 4% or $24,250 at 6%; with 50% employer match about $24,250 at 4% or $16,167 at 6%; with 100% employer match about $18,188 at 4% or $12,125 at 6%.
Dan Charles Agency Co Inc 401(K) Profit Sharing Plan & Trust-6$94,011$8,730$1,455iApproximate average salary by contribution assumption: employee only about $36,375 at 4% or $24,250 at 6%; with 50% employer match about $24,250 at 4% or $16,167 at 6%; with 100% employer match about $18,188 at 4% or $12,125 at 6%.
201815$90,477$11,112$2,222iApproximate average salary by contribution assumption: employee only about $55,560 at 4% or $37,040 at 6%; with 50% employer match about $37,040 at 4% or $24,693 at 6%; with 100% employer match about $27,780 at 4% or $18,520 at 6%.
Dan Charles Agency Co Inc 401(K) Profit Sharing Plan & Trust-5$90,477$11,112$2,222iApproximate average salary by contribution assumption: employee only about $55,560 at 4% or $37,040 at 6%; with 50% employer match about $37,040 at 4% or $24,693 at 6%; with 100% employer match about $27,780 at 4% or $18,520 at 6%.
201715$79,113$15,726$3,145iApproximate average salary by contribution assumption: employee only about $78,630 at 4% or $52,420 at 6%; with 50% employer match about $52,420 at 4% or $34,947 at 6%; with 100% employer match about $39,315 at 4% or $26,210 at 6%.
Dan Charles Agency Co Inc 401(K) Profit Sharing Plan & Trust-5$79,113$15,726$3,145iApproximate average salary by contribution assumption: employee only about $78,630 at 4% or $52,420 at 6%; with 50% employer match about $52,420 at 4% or $34,947 at 6%; with 100% employer match about $39,315 at 4% or $26,210 at 6%.
201616$63,450$24,208$4,035iApproximate average salary by contribution assumption: employee only about $100,867 at 4% or $67,244 at 6%; with 50% employer match about $67,244 at 4% or $44,830 at 6%; with 100% employer match about $50,433 at 4% or $33,622 at 6%.
Dan Charles Agency Co Inc 401(K) Profit Sharing Plan & Trust-6$63,450$24,208$4,035iApproximate average salary by contribution assumption: employee only about $100,867 at 4% or $67,244 at 6%; with 50% employer match about $67,244 at 4% or $44,830 at 6%; with 100% employer match about $50,433 at 4% or $33,622 at 6%.
201516$63,497$15,144$2,524iApproximate average salary by contribution assumption: employee only about $63,100 at 4% or $42,067 at 6%; with 50% employer match about $42,067 at 4% or $28,044 at 6%; with 100% employer match about $31,550 at 4% or $21,033 at 6%.
Dan Charles Agency Co Inc 401(K) Profit Sharing Plan & Trust-6$63,497$15,144$2,524iApproximate average salary by contribution assumption: employee only about $63,100 at 4% or $42,067 at 6%; with 50% employer match about $42,067 at 4% or $28,044 at 6%; with 100% employer match about $31,550 at 4% or $21,033 at 6%.
201414$49,593$11,380$2,845iApproximate average salary by contribution assumption: employee only about $71,125 at 4% or $47,417 at 6%; with 50% employer match about $47,417 at 4% or $31,611 at 6%; with 100% employer match about $35,563 at 4% or $23,708 at 6%.
Dan Charles Agency Co Inc 401(K) Profit Sharing Plan & Trust-4$49,593$11,380$2,845iApproximate average salary by contribution assumption: employee only about $71,125 at 4% or $47,417 at 6%; with 50% employer match about $47,417 at 4% or $31,611 at 6%; with 100% employer match about $35,563 at 4% or $23,708 at 6%.
201314$72,575$9,791$2,448iApproximate average salary by contribution assumption: employee only about $61,194 at 4% or $40,796 at 6%; with 50% employer match about $40,796 at 4% or $27,197 at 6%; with 100% employer match about $30,597 at 4% or $20,398 at 6%.
Dan Charles Agency Co Inc 401(K) Profit Sharing Plan & Trust-4$72,575$9,791$2,448iApproximate average salary by contribution assumption: employee only about $61,194 at 4% or $40,796 at 6%; with 50% employer match about $40,796 at 4% or $27,197 at 6%; with 100% employer match about $30,597 at 4% or $20,398 at 6%.
201213$63,062$7,219$2,406iApproximate average salary by contribution assumption: employee only about $60,158 at 4% or $40,106 at 6%; with 50% employer match about $40,106 at 4% or $26,737 at 6%; with 100% employer match about $30,079 at 4% or $20,053 at 6%.
Dan Charles Agency Co Inc 401(K) Profit Sharing Plan & Trust-3$63,062$7,219$2,406iApproximate average salary by contribution assumption: employee only about $60,158 at 4% or $40,106 at 6%; with 50% employer match about $40,106 at 4% or $26,737 at 6%; with 100% employer match about $30,079 at 4% or $20,053 at 6%.
201113$353,022$7,876$2,625iApproximate average salary by contribution assumption: employee only about $65,633 at 4% or $43,756 at 6%; with 50% employer match about $43,756 at 4% or $29,170 at 6%; with 100% employer match about $32,817 at 4% or $21,878 at 6%.
Dan Charles Agency Co Inc 401(K) Profit Sharing Plan & Trust-3$353,022$7,876$2,625iApproximate average salary by contribution assumption: employee only about $65,633 at 4% or $43,756 at 6%; with 50% employer match about $43,756 at 4% or $29,170 at 6%; with 100% employer match about $32,817 at 4% or $21,878 at 6%.
201013$2,804,575$10,281$3,427iApproximate average salary by contribution assumption: employee only about $85,675 at 4% or $57,117 at 6%; with 50% employer match about $57,117 at 4% or $38,078 at 6%; with 100% employer match about $42,838 at 4% or $28,558 at 6%.
Dan Charles Agency Co Inc 401(K) Profit Sharing Plan & Trust-3$2,804,575$10,281$3,427iApproximate average salary by contribution assumption: employee only about $85,675 at 4% or $57,117 at 6%; with 50% employer match about $57,117 at 4% or $38,078 at 6%; with 100% employer match about $42,838 at 4% or $28,558 at 6%.
200913$2,541,890$14,091$4,697iApproximate average salary by contribution assumption: employee only about $117,425 at 4% or $78,283 at 6%; with 50% employer match about $78,283 at 4% or $52,189 at 6%; with 100% employer match about $58,713 at 4% or $39,142 at 6%.
Dan Charles Agency Co Inc 401(K) Profit Sharing Plan & Trust-3$2,541,890$14,091$4,697iApproximate average salary by contribution assumption: employee only about $117,425 at 4% or $78,283 at 6%; with 50% employer match about $78,283 at 4% or $52,189 at 6%; with 100% employer match about $58,713 at 4% or $39,142 at 6%.
200813$0$0-
Dan Charles Agency Co Inc 401(K) Profit Sharing Plan & Trust-3---
200713$0$0-
Dan Charles Agency Co Inc 401(K) Profit Sharing Plan & Trust-3---
200613$2,958,686$10,661$3,554iApproximate average salary by contribution assumption: employee only about $88,842 at 4% or $59,228 at 6%; with 50% employer match about $59,228 at 4% or $39,485 at 6%; with 100% employer match about $44,421 at 4% or $29,614 at 6%.
Dan Charles Agency Co Inc 401(K) Profit Sharing Plan & Trust-3$2,958,686$10,661$3,554iApproximate average salary by contribution assumption: employee only about $88,842 at 4% or $59,228 at 6%; with 50% employer match about $59,228 at 4% or $39,485 at 6%; with 100% employer match about $44,421 at 4% or $29,614 at 6%.
200516$2,724,615$52,291$8,715iApproximate average salary by contribution assumption: employee only about $217,879 at 4% or $145,253 at 6%; with 50% employer match about $145,253 at 4% or $96,835 at 6%; with 100% employer match about $108,940 at 4% or $72,626 at 6%.
Dan Charles Agency Co Inc 401(K) Profit Sharing Plan & Trust-6$2,724,615$52,291$8,715iApproximate average salary by contribution assumption: employee only about $217,879 at 4% or $145,253 at 6%; with 50% employer match about $145,253 at 4% or $96,835 at 6%; with 100% employer match about $108,940 at 4% or $72,626 at 6%.
200416$2,416,151$44,709$7,452iApproximate average salary by contribution assumption: employee only about $186,288 at 4% or $124,192 at 6%; with 50% employer match about $124,192 at 4% or $82,794 at 6%; with 100% employer match about $93,144 at 4% or $62,096 at 6%.
Dan Charles Agency Co Inc 401(K) Profit Sharing Plan & Trust-6$2,416,151$44,709$7,452iApproximate average salary by contribution assumption: employee only about $186,288 at 4% or $124,192 at 6%; with 50% employer match about $124,192 at 4% or $82,794 at 6%; with 100% employer match about $93,144 at 4% or $62,096 at 6%.
200318$0$0-
Dan Charles Agency Co Inc 401(K) Profit Sharing Plan & Trust-8---
200228$0$0-
Dan Charles Agency Co Inc 401(K) Profit Sharing Plan & Trust-8---
DAN CHARLES AGENCY MONEY PURCHASE PENSION PLAN-0---
200129$0$0-
Dan Charles Agency Co Inc 401(K) Profit Sharing Plan & Trust-9---
DAN CHARLES AGENCY MONEY PURCHASE PENSION PLAN-9---
200028$2,765,407$142,799$17,850iApproximate average salary by contribution assumption: employee only about $446,247 at 4% or $297,498 at 6%; with 50% employer match about $297,498 at 4% or $198,332 at 6%; with 100% employer match about $223,123 at 4% or $148,749 at 6%.
DAN CHARLES AGENCY MONEY PURCHASE PENSION PLAN-8$1,524,474$98,680$12,335iApproximate average salary by contribution assumption: employee only about $308,375 at 4% or $205,583 at 6%; with 50% employer match about $205,583 at 4% or $137,056 at 6%; with 100% employer match about $154,188 at 4% or $102,792 at 6%.
Dan Charles Agency Co Inc 401(K) Profit Sharing Plan & Trust-8$1,240,933$44,119$5,515iApproximate average salary by contribution assumption: employee only about $137,872 at 4% or $91,915 at 6%; with 50% employer match about $91,915 at 4% or $61,276 at 6%; with 100% employer match about $68,936 at 4% or $45,957 at 6%.