Civic Intelligence

Charter Miller Davis LLP

Plan context: Charter Miller Davis LLP 401K Profit Sharing Plan

EIN 94-3353312 • 2 filings • 1 plans

Current Snapshot

Latest Year

2002

2002 Participants

20

2002 Assets

$395,650

2002 Contributions

$84,791

Historical Graphs

Total Assets Over Time

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

$395,650$197,825$020012002YearValue
$395,650Latest year 2002

Participants Over Time

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

2111020012002YearValue
20Latest year 2002

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
2002120$395,650$84,791$4,240iApproximate average salary by contribution assumption: employee only about $105,989 at 4% or $70,659 at 6%; with 50% employer match about $70,659 at 4% or $47,106 at 6%; with 100% employer match about $52,994 at 4% or $35,330 at 6%.
Charter Miller Davis LLP 401K Profit Sharing Plan-20$395,650$84,791$4,240iApproximate average salary by contribution assumption: employee only about $105,989 at 4% or $70,659 at 6%; with 50% employer match about $70,659 at 4% or $47,106 at 6%; with 100% employer match about $52,994 at 4% or $35,330 at 6%.
2001121$389,861$393,462$18,736iApproximate average salary by contribution assumption: employee only about $468,407 at 4% or $312,271 at 6%; with 50% employer match about $312,271 at 4% or $208,181 at 6%; with 100% employer match about $234,204 at 4% or $156,136 at 6%.
Charter Miller Davis LLP 401K Profit Sharing Plan-21$389,861$393,462$18,736iApproximate average salary by contribution assumption: employee only about $468,407 at 4% or $312,271 at 6%; with 50% employer match about $312,271 at 4% or $208,181 at 6%; with 100% employer match about $234,204 at 4% or $156,136 at 6%.