Charles XL Corporation
Plan context: Charles XL Corporation 401(K) Profit Sharing Plan
EIN 93-0957155 • Oregon City, OR • 8 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
9
2025 Assets
$605,807
2025 Contributions
$30,652
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $0 | - |
| Charles XL Corporation 401(K) Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2024 | 1 | 9 | $605,807 | $30,652 | $3,406iApproximate average salary by contribution assumption: employee only about $85,144 at 4% or $56,763 at 6%; with 50% employer match about $56,763 at 4% or $37,842 at 6%; with 100% employer match about $42,572 at 4% or $28,381 at 6%. |
| Charles XL Corporation 401(K) Profit Sharing Plan | - | 9 | $605,807 | $30,652 | $3,406iApproximate average salary by contribution assumption: employee only about $85,144 at 4% or $56,763 at 6%; with 50% employer match about $56,763 at 4% or $37,842 at 6%; with 100% employer match about $42,572 at 4% or $28,381 at 6%. |
| 2023 | 1 | 9 | $464,187 | $54,802 | $6,089iApproximate average salary by contribution assumption: employee only about $152,228 at 4% or $101,485 at 6%; with 50% employer match about $101,485 at 4% or $67,657 at 6%; with 100% employer match about $76,114 at 4% or $50,743 at 6%. |
| Charles XL Corporation 401(K) Profit Sharing Plan | - | 9 | $464,187 | $54,802 | $6,089iApproximate average salary by contribution assumption: employee only about $152,228 at 4% or $101,485 at 6%; with 50% employer match about $101,485 at 4% or $67,657 at 6%; with 100% employer match about $76,114 at 4% or $50,743 at 6%. |
| 2022 | 1 | 10 | $335,105 | $61,286 | $6,129iApproximate average salary by contribution assumption: employee only about $153,215 at 4% or $102,143 at 6%; with 50% employer match about $102,143 at 4% or $68,096 at 6%; with 100% employer match about $76,608 at 4% or $51,072 at 6%. |
| Charles XL Corporation 401(K) Profit Sharing Plan | - | 10 | $335,105 | $61,286 | $6,129iApproximate average salary by contribution assumption: employee only about $153,215 at 4% or $102,143 at 6%; with 50% employer match about $102,143 at 4% or $68,096 at 6%; with 100% employer match about $76,608 at 4% or $51,072 at 6%. |
| 2021 | 1 | 9 | $343,291 | $52,937 | $5,882iApproximate average salary by contribution assumption: employee only about $147,047 at 4% or $98,031 at 6%; with 50% employer match about $98,031 at 4% or $65,354 at 6%; with 100% employer match about $73,524 at 4% or $49,016 at 6%. |
| Charles XL Corporation 401(K) Profit Sharing Plan | - | 9 | $343,291 | $52,937 | $5,882iApproximate average salary by contribution assumption: employee only about $147,047 at 4% or $98,031 at 6%; with 50% employer match about $98,031 at 4% or $65,354 at 6%; with 100% employer match about $73,524 at 4% or $49,016 at 6%. |
| 2020 | 1 | 9 | $223,137 | $57,837 | $6,426iApproximate average salary by contribution assumption: employee only about $160,658 at 4% or $107,106 at 6%; with 50% employer match about $107,106 at 4% or $71,404 at 6%; with 100% employer match about $80,329 at 4% or $53,553 at 6%. |
| Charles XL Corporation 401(K) Profit Sharing Plan | - | 9 | $223,137 | $57,837 | $6,426iApproximate average salary by contribution assumption: employee only about $160,658 at 4% or $107,106 at 6%; with 50% employer match about $107,106 at 4% or $71,404 at 6%; with 100% employer match about $80,329 at 4% or $53,553 at 6%. |
| 2019 | 1 | 8 | $133,776 | $67,192 | $8,399iApproximate average salary by contribution assumption: employee only about $209,975 at 4% or $139,983 at 6%; with 50% employer match about $139,983 at 4% or $93,322 at 6%; with 100% employer match about $104,988 at 4% or $69,992 at 6%. |
| Charles XL Corporation 401(K) Profit Sharing Plan | - | 8 | $133,776 | $67,192 | $8,399iApproximate average salary by contribution assumption: employee only about $209,975 at 4% or $139,983 at 6%; with 50% employer match about $139,983 at 4% or $93,322 at 6%; with 100% employer match about $104,988 at 4% or $69,992 at 6%. |
| 2018 | 1 | 7 | $49,871 | $54,477 | $7,782iApproximate average salary by contribution assumption: employee only about $194,561 at 4% or $129,707 at 6%; with 50% employer match about $129,707 at 4% or $86,471 at 6%; with 100% employer match about $97,280 at 4% or $64,854 at 6%. |
| Charles XL Corporation 401(K) Profit Sharing Plan | - | 7 | $49,871 | $54,477 | $7,782iApproximate average salary by contribution assumption: employee only about $194,561 at 4% or $129,707 at 6%; with 50% employer match about $129,707 at 4% or $86,471 at 6%; with 100% employer match about $97,280 at 4% or $64,854 at 6%. |