Civic Intelligence

Stratford Advisors Inc.

Plan context: Makes Sense 401K

EIN 01-0814500 • Winston-salem, NC • 8 filings • 1 plans

3240 Blenheim PlaceWinston-salem, NC 27106
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$392,167

2021 Contributions

$45,525

Historical Graphs

Total Assets Over Time

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

$392,167$196,084$0201420172020YearValue
$392,167Latest year 2020

Participants Over Time

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

320201420172020YearValue
2Latest year 2020

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
202110$0$45,525-
Makes Sense 401K-0$0$45,525-
202012$392,167$88,250$44,125iApproximate average salary by contribution assumption: employee only about $1,103,125 at 4% or $735,417 at 6%; with 50% employer match about $735,417 at 4% or $490,278 at 6%; with 100% employer match about $551,563 at 4% or $367,708 at 6%.
Makes Sense 401K-2$392,167$88,250$44,125iApproximate average salary by contribution assumption: employee only about $1,103,125 at 4% or $735,417 at 6%; with 50% employer match about $735,417 at 4% or $490,278 at 6%; with 100% employer match about $551,563 at 4% or $367,708 at 6%.
201912$287,632$78,125$39,063iApproximate average salary by contribution assumption: employee only about $976,563 at 4% or $651,042 at 6%; with 50% employer match about $651,042 at 4% or $434,028 at 6%; with 100% employer match about $488,281 at 4% or $325,521 at 6%.
Makes Sense 401K-2$287,632$78,125$39,063iApproximate average salary by contribution assumption: employee only about $976,563 at 4% or $651,042 at 6%; with 50% employer match about $651,042 at 4% or $434,028 at 6%; with 100% employer match about $488,281 at 4% or $325,521 at 6%.
201812$189,495$77,750$38,875iApproximate average salary by contribution assumption: employee only about $971,875 at 4% or $647,917 at 6%; with 50% employer match about $647,917 at 4% or $431,944 at 6%; with 100% employer match about $485,938 at 4% or $323,958 at 6%.
Makes Sense 401K-2$189,495$77,750$38,875iApproximate average salary by contribution assumption: employee only about $971,875 at 4% or $647,917 at 6%; with 50% employer match about $647,917 at 4% or $431,944 at 6%; with 100% employer match about $485,938 at 4% or $323,958 at 6%.
201713$140,425$52,231$17,410iApproximate average salary by contribution assumption: employee only about $435,258 at 4% or $290,172 at 6%; with 50% employer match about $290,172 at 4% or $193,448 at 6%; with 100% employer match about $217,629 at 4% or $145,086 at 6%.
Makes Sense 401K-3$140,425$52,231$17,410iApproximate average salary by contribution assumption: employee only about $435,258 at 4% or $290,172 at 6%; with 50% employer match about $290,172 at 4% or $193,448 at 6%; with 100% employer match about $217,629 at 4% or $145,086 at 6%.
201613$97,639$42,389$14,130iApproximate average salary by contribution assumption: employee only about $353,242 at 4% or $235,494 at 6%; with 50% employer match about $235,494 at 4% or $156,996 at 6%; with 100% employer match about $176,621 at 4% or $117,747 at 6%.
Makes Sense 401K-3$97,639$42,389$14,130iApproximate average salary by contribution assumption: employee only about $353,242 at 4% or $235,494 at 6%; with 50% employer match about $235,494 at 4% or $156,996 at 6%; with 100% employer match about $176,621 at 4% or $117,747 at 6%.
201513$55,209$35,630$11,877iApproximate average salary by contribution assumption: employee only about $296,917 at 4% or $197,944 at 6%; with 50% employer match about $197,944 at 4% or $131,963 at 6%; with 100% employer match about $148,458 at 4% or $98,972 at 6%.
Makes Sense 401K-3$55,209$35,630$11,877iApproximate average salary by contribution assumption: employee only about $296,917 at 4% or $197,944 at 6%; with 50% employer match about $197,944 at 4% or $131,963 at 6%; with 100% employer match about $148,458 at 4% or $98,972 at 6%.
201413$35,073$34,337$11,446iApproximate average salary by contribution assumption: employee only about $286,142 at 4% or $190,761 at 6%; with 50% employer match about $190,761 at 4% or $127,174 at 6%; with 100% employer match about $143,071 at 4% or $95,381 at 6%.
Makes Sense 401K-3$35,073$34,337$11,446iApproximate average salary by contribution assumption: employee only about $286,142 at 4% or $190,761 at 6%; with 50% employer match about $190,761 at 4% or $127,174 at 6%; with 100% employer match about $143,071 at 4% or $95,381 at 6%.