Civic Intelligence

Chartist Inc

Plan context: Charist Inc Profit Sharing Plan

EIN 95-2972961 • Long Beach, CA • 21 filings • 6 plans

6621 E. Pacific Coast Hwy. #240Long Beach, CA 90803
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$675,102

2025 Contributions

$55,428

Historical Graphs

Total Assets Over Time

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

$1,496,109$748,055$0199920202025YearValue
$675,102Latest year 2025

Participants Over Time

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

1050199920172025YearValue
3Latest 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
202513$675,102$55,428$18,476iApproximate average salary by contribution assumption: employee only about $461,900 at 4% or $307,933 at 6%; with 50% employer match about $307,933 at 4% or $205,289 at 6%; with 100% employer match about $230,950 at 4% or $153,967 at 6%.
Charist Inc Profit Sharing Plan-3$675,102$55,428$18,476iApproximate average salary by contribution assumption: employee only about $461,900 at 4% or $307,933 at 6%; with 50% employer match about $307,933 at 4% or $205,289 at 6%; with 100% employer match about $230,950 at 4% or $153,967 at 6%.
202413$592,712$58,140$19,380iApproximate average salary by contribution assumption: employee only about $484,500 at 4% or $323,000 at 6%; with 50% employer match about $323,000 at 4% or $215,333 at 6%; with 100% employer match about $242,250 at 4% or $161,500 at 6%.
Charist Inc Profit Sharing Plan-3$592,712$58,140$19,380iApproximate average salary by contribution assumption: employee only about $484,500 at 4% or $323,000 at 6%; with 50% employer match about $323,000 at 4% or $215,333 at 6%; with 100% employer match about $242,250 at 4% or $161,500 at 6%.
202313$501,580$52,000$17,333iApproximate average salary by contribution assumption: employee only about $433,333 at 4% or $288,889 at 6%; with 50% employer match about $288,889 at 4% or $192,593 at 6%; with 100% employer match about $216,667 at 4% or $144,444 at 6%.
Charist Inc Profit Sharing Plan-3$501,580$52,000$17,333iApproximate average salary by contribution assumption: employee only about $433,333 at 4% or $288,889 at 6%; with 50% employer match about $288,889 at 4% or $192,593 at 6%; with 100% employer match about $216,667 at 4% or $144,444 at 6%.
202213$415,863$52,000$17,333iApproximate average salary by contribution assumption: employee only about $433,333 at 4% or $288,889 at 6%; with 50% employer match about $288,889 at 4% or $192,593 at 6%; with 100% employer match about $216,667 at 4% or $144,444 at 6%.
Charist Inc Profit Sharing Plan-3$415,863$52,000$17,333iApproximate average salary by contribution assumption: employee only about $433,333 at 4% or $288,889 at 6%; with 50% employer match about $288,889 at 4% or $192,593 at 6%; with 100% employer match about $216,667 at 4% or $144,444 at 6%.
202113$371,055$52,000$17,333iApproximate average salary by contribution assumption: employee only about $433,333 at 4% or $288,889 at 6%; with 50% employer match about $288,889 at 4% or $192,593 at 6%; with 100% employer match about $216,667 at 4% or $144,444 at 6%.
Charist Inc Profit Sharing Plan-3$371,055$52,000$17,333iApproximate average salary by contribution assumption: employee only about $433,333 at 4% or $288,889 at 6%; with 50% employer match about $288,889 at 4% or $192,593 at 6%; with 100% employer match about $216,667 at 4% or $144,444 at 6%.
202013$318,002$52,000$17,333iApproximate average salary by contribution assumption: employee only about $433,333 at 4% or $288,889 at 6%; with 50% employer match about $288,889 at 4% or $192,593 at 6%; with 100% employer match about $216,667 at 4% or $144,444 at 6%.
Charist Inc Profit Sharing Plan-3$318,002$52,000$17,333iApproximate average salary by contribution assumption: employee only about $433,333 at 4% or $288,889 at 6%; with 50% employer match about $288,889 at 4% or $192,593 at 6%; with 100% employer match about $216,667 at 4% or $144,444 at 6%.
201913$250,720$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Charist Inc Profit Sharing Plan-3$250,720$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
201812$190,731$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
Charist Inc Profit Sharing Plan-2$190,731$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
201713$139,757$48,777$16,259iApproximate average salary by contribution assumption: employee only about $406,475 at 4% or $270,983 at 6%; with 50% employer match about $270,983 at 4% or $180,656 at 6%; with 100% employer match about $203,238 at 4% or $135,492 at 6%.
Charist Inc Profit Sharing Plan-3$139,757$48,777$16,259iApproximate average salary by contribution assumption: employee only about $406,475 at 4% or $270,983 at 6%; with 50% employer match about $270,983 at 4% or $180,656 at 6%; with 100% employer match about $203,238 at 4% or $135,492 at 6%.
201612$89,105$47,520$23,760iApproximate average salary by contribution assumption: employee only about $594,000 at 4% or $396,000 at 6%; with 50% employer match about $396,000 at 4% or $264,000 at 6%; with 100% employer match about $297,000 at 4% or $198,000 at 6%.
Charist Inc Profit Sharing Plan-2$89,105$47,520$23,760iApproximate average salary by contribution assumption: employee only about $594,000 at 4% or $396,000 at 6%; with 50% employer match about $396,000 at 4% or $264,000 at 6%; with 100% employer match about $297,000 at 4% or $198,000 at 6%.
201512$37,316$37,600$18,800iApproximate average salary by contribution assumption: employee only about $470,000 at 4% or $313,333 at 6%; with 50% employer match about $313,333 at 4% or $208,889 at 6%; with 100% employer match about $235,000 at 4% or $156,667 at 6%.
Charist Inc Profit Sharing Plan-2$37,316$37,600$18,800iApproximate average salary by contribution assumption: employee only about $470,000 at 4% or $313,333 at 6%; with 50% employer match about $313,333 at 4% or $208,889 at 6%; with 100% employer match about $235,000 at 4% or $156,667 at 6%.
200510$0$0-
Charist Inc Profit Sharing Plan-0---
200416$0$0-
Charist Inc Profit Sharing Plan-6---
200317$0$0-
Charist Inc Profit Sharing Plan-7---
200218$0$0-
Charist Inc Profit Sharing Plan-8---
200129$0$0-
Charist Inc Profit Sharing Plan-9---
Chartist Inc Money Purchase Pen Plan-0---
200029$0$0-
Charist Inc Profit Sharing Plan-9---
Chartist Inc Money Purchase Pen Plan-9---
1999210$1,496,109$169,690$16,969iApproximate average salary by contribution assumption: employee only about $424,225 at 4% or $282,817 at 6%; with 50% employer match about $282,817 at 4% or $188,544 at 6%; with 100% employer match about $212,113 at 4% or $141,408 at 6%.
Charist Inc Profit Sharing Plan-10$1,393,550$85,814$8,581iApproximate average salary by contribution assumption: employee only about $214,535 at 4% or $143,023 at 6%; with 50% employer match about $143,023 at 4% or $95,349 at 6%; with 100% employer match about $107,268 at 4% or $71,512 at 6%.
Chartist Inc Money Purchase Pen Plan-0$102,559$83,876-