Charter Equity Research Inc.

Colorado Springs, CO

California

Registered In

12/02/2003

Incorp. Date

Foreign

Registration Type

Delaware

Foreign Jurisdiction

Company Summary

Charter Equity Research Inc. in Colorado Springs, CO lists Edward Snyder of Colorado Springs, CO and Julie Fleischer of Hillsborough, CA

Overview

Registered In

California

Incorporation Date

12/02/2003

Company Type

Stock Corporation - Out of State - Stock

Status

Active

Registration Type

Foreign

Foreign Jurisdiction

Delaware

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People

Julie Fleischer Individual Agent	380 MOSELEY RD, HILLSBOROUGH, CA 94010
Edward Snyder CEO	2303 N FRANKLIN ST, COLORADO SPRINGS, CO 80907 (View Past Addresses)
Julie Fleischer Chief Financial Officer	380 MOSELEY RD, HILLSBOROUGH, CA 94010 (View Past Addresses)
Julie Fleischer Secretary	380 MOSELEY RD, HILLSBOROUGH, CA 94010 (View Past Addresses)

Showing current associates only (4 of 5 total associates). Create a free account to see the full associate history

Map & Locations

2303 N FRANKLIN ST, COLORADO SPRINGS, CO 80907 View Map

Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Charter Equity Research Inc.

Form 5500

CHARTER EQUITY RESEARCH INC

380 Moseley Road, Hillsborough, Ca 94010 (415) 931-9955 EIN:30-0215093 Plan Admin:Julie Fleischer

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCHARTER EQUITY RESEARCH INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,427,377 / $1,662,178	2023	CHARTER EQUITY RESEARCH INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 4	$1,427,377 / $1,662,178
2022	Plan NameCHARTER EQUITY RESEARCH INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,490,045 / $1,427,377	2022	CHARTER EQUITY RESEARCH INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 4	$1,490,045 / $1,427,377
2021	Plan NameCHARTER EQUITY RESEARCH INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,290,222 / $1,490,045	2021	CHARTER EQUITY RESEARCH INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 4	$1,290,222 / $1,490,045
2020	Plan NameCHARTER EQUITY RESEARCH INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$869,640 / $1,290,222	2020	CHARTER EQUITY RESEARCH INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	5 / 4	$869,640 / $1,290,222
2019	Plan NameCHARTER EQUITY RESEARCH INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$660,096 / $869,640	2019	CHARTER EQUITY RESEARCH INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 5	$660,096 / $869,640

Benefit & Retirement Plans based on Form 5500.

Linked Companies

Address Match:2303 N Franklin St Colorado Springs, CO

Charter Equity Research Inc. Registered in Colorado	Colorado Springs, CO		View Report
Ajkl Enterprises, LLC Registered in Colorado	Colorado Springs, CO		View Report

Related Business Names:

Charter Equity Research, Inc. Registered in Nevada	Las Vegas, NV		View Report

Person/City Match:Julie Fleischer - Hillsborough, CA

Lawson Group, Inc. Registered in California	Hillsborough, CA		View Report

Person/City Match:Edward Snyder - Colorado Springs, CO

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor