Civic Intelligence

Charter Bank

Plan context: Charter Bank 401K Plan

EIN 91-1876459 • 8 filings • 1 plans

Current Snapshot

Latest Year

2008

2008 Participants

65

2008 Assets

$3,142,936

2008 Contributions

$669,007

Historical Graphs

Total Assets Over Time

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

$5,080,738$2,540,369$0200120052008YearValue
$3,142,936Latest year 2008

Participants Over Time

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

65330200120052008YearValue
65Latest year 2008

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
2008165$3,142,936$669,007$10,292iApproximate average salary by contribution assumption: employee only about $257,310 at 4% or $171,540 at 6%; with 50% employer match about $171,540 at 4% or $114,360 at 6%; with 100% employer match about $128,655 at 4% or $85,770 at 6%.
Charter Bank 401K Plan-65$3,142,936$669,007$10,292iApproximate average salary by contribution assumption: employee only about $257,310 at 4% or $171,540 at 6%; with 50% employer match about $171,540 at 4% or $114,360 at 6%; with 100% employer match about $128,655 at 4% or $85,770 at 6%.
2007159$5,080,738$608,277$10,310iApproximate average salary by contribution assumption: employee only about $257,744 at 4% or $171,830 at 6%; with 50% employer match about $171,830 at 4% or $114,553 at 6%; with 100% employer match about $128,872 at 4% or $85,915 at 6%.
Charter Bank 401K Plan-59$5,080,738$608,277$10,310iApproximate average salary by contribution assumption: employee only about $257,744 at 4% or $171,830 at 6%; with 50% employer match about $171,830 at 4% or $114,553 at 6%; with 100% employer match about $128,872 at 4% or $85,915 at 6%.
2006152$4,132,127$677,442$13,028iApproximate average salary by contribution assumption: employee only about $325,693 at 4% or $217,129 at 6%; with 50% employer match about $217,129 at 4% or $144,753 at 6%; with 100% employer match about $162,847 at 4% or $108,564 at 6%.
Charter Bank 401K Plan-52$4,132,127$677,442$13,028iApproximate average salary by contribution assumption: employee only about $325,693 at 4% or $217,129 at 6%; with 50% employer match about $217,129 at 4% or $144,753 at 6%; with 100% employer match about $162,847 at 4% or $108,564 at 6%.
2005151$2,986,692$506,364$9,929iApproximate average salary by contribution assumption: employee only about $248,218 at 4% or $165,478 at 6%; with 50% employer match about $165,478 at 4% or $110,319 at 6%; with 100% employer match about $124,109 at 4% or $82,739 at 6%.
Charter Bank 401K Plan-51$2,986,692$506,364$9,929iApproximate average salary by contribution assumption: employee only about $248,218 at 4% or $165,478 at 6%; with 50% employer match about $165,478 at 4% or $110,319 at 6%; with 100% employer match about $124,109 at 4% or $82,739 at 6%.
2004150$2,277,012$419,603$8,392iApproximate average salary by contribution assumption: employee only about $209,801 at 4% or $139,868 at 6%; with 50% employer match about $139,868 at 4% or $93,245 at 6%; with 100% employer match about $104,901 at 4% or $69,934 at 6%.
Charter Bank 401K Plan-50$2,277,012$419,603$8,392iApproximate average salary by contribution assumption: employee only about $209,801 at 4% or $139,868 at 6%; with 50% employer match about $139,868 at 4% or $93,245 at 6%; with 100% employer match about $104,901 at 4% or $69,934 at 6%.
2003143$1,733,979$925,137$21,515iApproximate average salary by contribution assumption: employee only about $537,870 at 4% or $358,580 at 6%; with 50% employer match about $358,580 at 4% or $239,053 at 6%; with 100% employer match about $268,935 at 4% or $179,290 at 6%.
Charter Bank 401K Plan-43$1,733,979$925,137$21,515iApproximate average salary by contribution assumption: employee only about $537,870 at 4% or $358,580 at 6%; with 50% employer match about $358,580 at 4% or $239,053 at 6%; with 100% employer match about $268,935 at 4% or $179,290 at 6%.
2002145$494,041$221,829$4,930iApproximate average salary by contribution assumption: employee only about $123,238 at 4% or $82,159 at 6%; with 50% employer match about $82,159 at 4% or $54,773 at 6%; with 100% employer match about $61,619 at 4% or $41,079 at 6%.
Charter Bank 401K Plan-45$494,041$221,829$4,930iApproximate average salary by contribution assumption: employee only about $123,238 at 4% or $82,159 at 6%; with 50% employer match about $82,159 at 4% or $54,773 at 6%; with 100% employer match about $61,619 at 4% or $41,079 at 6%.
2001137$356,871$155,711$4,208iApproximate average salary by contribution assumption: employee only about $105,210 at 4% or $70,140 at 6%; with 50% employer match about $70,140 at 4% or $46,760 at 6%; with 100% employer match about $52,605 at 4% or $35,070 at 6%.
Charter Bank 401K Plan-37$356,871$155,711$4,208iApproximate average salary by contribution assumption: employee only about $105,210 at 4% or $70,140 at 6%; with 50% employer match about $70,140 at 4% or $46,760 at 6%; with 100% employer match about $52,605 at 4% or $35,070 at 6%.