Civic Intelligence

Tahoe Fixed Income LLC

Plan context: NATHAN HALE CAPITAL LLC 401K PROFIT SHARING PLAN

EIN 02-0568402 • Matthews, NC • 20 filings • 3 plans

3231 Lakehurst CrossingMatthews, NC 28104
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$1,811,241

2024 Contributions

$88,126

Historical Graphs

Total Assets Over Time

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

$2,422,281$1,211,141$0200520152024YearValue
$1,811,241Latest year 2024

Participants Over Time

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

24120200520152024YearValue
17Latest year 2024

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
2024117$1,811,241$0-
NATHAN HALE CAPITAL LLC 401K PROFIT SHARING PLAN-17$1,811,241--
2023117$1,485,120$0-
NATHAN HALE CAPITAL LLC 401K PROFIT SHARING PLAN-17$1,485,120--
2022117$1,318,805$0-
NATHAN HALE CAPITAL LLC 401K PROFIT SHARING PLAN-17$1,318,805--
2021121$2,030,225$88,126$4,196iApproximate average salary by contribution assumption: employee only about $104,912 at 4% or $69,941 at 6%; with 50% employer match about $69,941 at 4% or $46,628 at 6%; with 100% employer match about $52,456 at 4% or $34,971 at 6%.
NATHAN HALE CAPITAL LLC 401K PROFIT SHARING PLAN-21$2,030,225$88,126$4,196iApproximate average salary by contribution assumption: employee only about $104,912 at 4% or $69,941 at 6%; with 50% employer match about $69,941 at 4% or $46,628 at 6%; with 100% employer match about $52,456 at 4% or $34,971 at 6%.
2020121$2,422,281$186,546$8,883iApproximate average salary by contribution assumption: employee only about $222,079 at 4% or $148,052 at 6%; with 50% employer match about $148,052 at 4% or $98,702 at 6%; with 100% employer match about $111,039 at 4% or $74,026 at 6%.
NATHAN HALE CAPITAL LLC 401K PROFIT SHARING PLAN-21$2,422,281$186,546$8,883iApproximate average salary by contribution assumption: employee only about $222,079 at 4% or $148,052 at 6%; with 50% employer match about $148,052 at 4% or $98,702 at 6%; with 100% employer match about $111,039 at 4% or $74,026 at 6%.
2019122$2,016,475$275,532$12,524iApproximate average salary by contribution assumption: employee only about $313,105 at 4% or $208,736 at 6%; with 50% employer match about $208,736 at 4% or $139,158 at 6%; with 100% employer match about $156,552 at 4% or $104,368 at 6%.
NATHAN HALE CAPITAL LLC 401K PROFIT SHARING PLAN-22$2,016,475$275,532$12,524iApproximate average salary by contribution assumption: employee only about $313,105 at 4% or $208,736 at 6%; with 50% employer match about $208,736 at 4% or $139,158 at 6%; with 100% employer match about $156,552 at 4% or $104,368 at 6%.
2018124$1,359,863$265,600$11,067iApproximate average salary by contribution assumption: employee only about $276,667 at 4% or $184,444 at 6%; with 50% employer match about $184,444 at 4% or $122,963 at 6%; with 100% employer match about $138,333 at 4% or $92,222 at 6%.
NATHAN HALE CAPITAL LLC 401K PROFIT SHARING PLAN-24$1,359,863$265,600$11,067iApproximate average salary by contribution assumption: employee only about $276,667 at 4% or $184,444 at 6%; with 50% employer match about $184,444 at 4% or $122,963 at 6%; with 100% employer match about $138,333 at 4% or $92,222 at 6%.
2017124$1,498,887$335,249$13,969iApproximate average salary by contribution assumption: employee only about $349,218 at 4% or $232,812 at 6%; with 50% employer match about $232,812 at 4% or $155,208 at 6%; with 100% employer match about $174,609 at 4% or $116,406 at 6%.
NATHAN HALE CAPITAL LLC 401K PROFIT SHARING PLAN-24$1,498,887$335,249$13,969iApproximate average salary by contribution assumption: employee only about $349,218 at 4% or $232,812 at 6%; with 50% employer match about $232,812 at 4% or $155,208 at 6%; with 100% employer match about $174,609 at 4% or $116,406 at 6%.
2016120$1,095,755$250,487$12,524iApproximate average salary by contribution assumption: employee only about $313,109 at 4% or $208,739 at 6%; with 50% employer match about $208,739 at 4% or $139,159 at 6%; with 100% employer match about $156,554 at 4% or $104,370 at 6%.
NATHAN HALE CAPITAL LLC 401K PROFIT SHARING PLAN-20$1,095,755$250,487$12,524iApproximate average salary by contribution assumption: employee only about $313,109 at 4% or $208,739 at 6%; with 50% employer match about $208,739 at 4% or $139,159 at 6%; with 100% employer match about $156,554 at 4% or $104,370 at 6%.
2015117$768,463$217,815$12,813iApproximate average salary by contribution assumption: employee only about $320,316 at 4% or $213,544 at 6%; with 50% employer match about $213,544 at 4% or $142,363 at 6%; with 100% employer match about $160,158 at 4% or $106,772 at 6%.
NATHAN HALE CAPITAL LLC 401K PROFIT SHARING PLAN-17$768,463$217,815$12,813iApproximate average salary by contribution assumption: employee only about $320,316 at 4% or $213,544 at 6%; with 50% employer match about $213,544 at 4% or $142,363 at 6%; with 100% employer match about $160,158 at 4% or $106,772 at 6%.
2014115$596,402$152,321$10,155iApproximate average salary by contribution assumption: employee only about $253,868 at 4% or $169,246 at 6%; with 50% employer match about $169,246 at 4% or $112,830 at 6%; with 100% employer match about $126,934 at 4% or $84,623 at 6%.
NATHAN HALE CAPITAL LLC 401K PROFIT SHARING PLAN-15$596,402$152,321$10,155iApproximate average salary by contribution assumption: employee only about $253,868 at 4% or $169,246 at 6%; with 50% employer match about $169,246 at 4% or $112,830 at 6%; with 100% employer match about $126,934 at 4% or $84,623 at 6%.
2013113$452,515$58,869$4,528iApproximate average salary by contribution assumption: employee only about $113,210 at 4% or $75,473 at 6%; with 50% employer match about $75,473 at 4% or $50,315 at 6%; with 100% employer match about $56,605 at 4% or $37,737 at 6%.
TAHOE FIXED INCOME LLC 401K PROFIT SHARING PLAN-13$452,515$58,869$4,528iApproximate average salary by contribution assumption: employee only about $113,210 at 4% or $75,473 at 6%; with 50% employer match about $75,473 at 4% or $50,315 at 6%; with 100% employer match about $56,605 at 4% or $37,737 at 6%.
2012114$367,826$72,788$5,199iApproximate average salary by contribution assumption: employee only about $129,979 at 4% or $86,652 at 6%; with 50% employer match about $86,652 at 4% or $57,768 at 6%; with 100% employer match about $64,989 at 4% or $43,326 at 6%.
TAHOE FIXED INCOME LLC 401K PROFIT SHARING PLAN-14$367,826$72,788$5,199iApproximate average salary by contribution assumption: employee only about $129,979 at 4% or $86,652 at 6%; with 50% employer match about $86,652 at 4% or $57,768 at 6%; with 100% employer match about $64,989 at 4% or $43,326 at 6%.
2011112$424,697$115,398$9,617iApproximate average salary by contribution assumption: employee only about $240,413 at 4% or $160,275 at 6%; with 50% employer match about $160,275 at 4% or $106,850 at 6%; with 100% employer match about $120,206 at 4% or $80,138 at 6%.
TAHOE FIXED INCOME LLC 401K PROFIT SHARING PLAN-12$424,697$115,398$9,617iApproximate average salary by contribution assumption: employee only about $240,413 at 4% or $160,275 at 6%; with 50% employer match about $160,275 at 4% or $106,850 at 6%; with 100% employer match about $120,206 at 4% or $80,138 at 6%.
2010212$323,055$311,333$25,944iApproximate average salary by contribution assumption: employee only about $648,610 at 4% or $432,407 at 6%; with 50% employer match about $432,407 at 4% or $288,271 at 6%; with 100% employer match about $324,305 at 4% or $216,203 at 6%.
TAHOE FIXED INCOME LLC 401K PROFIT SHARING PLAN-12$323,055$311,333$25,944iApproximate average salary by contribution assumption: employee only about $648,610 at 4% or $432,407 at 6%; with 50% employer match about $432,407 at 4% or $288,271 at 6%; with 100% employer match about $324,305 at 4% or $216,203 at 6%.
Tahoe Fixed Income LLC Defined Benefit Pension Plan-0$0$0-
200914$444,640$140,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
Tahoe Fixed Income LLC Defined Benefit Pension Plan-4$444,640$140,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
200812$236,955$69,119$34,560iApproximate average salary by contribution assumption: employee only about $863,988 at 4% or $575,992 at 6%; with 50% employer match about $575,992 at 4% or $383,994 at 6%; with 100% employer match about $431,994 at 4% or $287,996 at 6%.
Tahoe Fixed Income LLC Defined Benefit Pension Plan-2$236,955$69,119$34,560iApproximate average salary by contribution assumption: employee only about $863,988 at 4% or $575,992 at 6%; with 50% employer match about $575,992 at 4% or $383,994 at 6%; with 100% employer match about $431,994 at 4% or $287,996 at 6%.
200612$141,365$67,463$33,732iApproximate average salary by contribution assumption: employee only about $843,288 at 4% or $562,192 at 6%; with 50% employer match about $562,192 at 4% or $374,794 at 6%; with 100% employer match about $421,644 at 4% or $281,096 at 6%.
Tahoe Fixed Income LLC Defined Benefit Pension Plan-2$141,365$67,463$33,732iApproximate average salary by contribution assumption: employee only about $843,288 at 4% or $562,192 at 6%; with 50% employer match about $562,192 at 4% or $374,794 at 6%; with 100% employer match about $421,644 at 4% or $281,096 at 6%.
200512$68,452$68,452$34,226iApproximate average salary by contribution assumption: employee only about $855,650 at 4% or $570,433 at 6%; with 50% employer match about $570,433 at 4% or $380,289 at 6%; with 100% employer match about $427,825 at 4% or $285,217 at 6%.
Tahoe Fixed Income LLC Defined Benefit Pension Plan-2$68,452$68,452$34,226iApproximate average salary by contribution assumption: employee only about $855,650 at 4% or $570,433 at 6%; with 50% employer match about $570,433 at 4% or $380,289 at 6%; with 100% employer match about $427,825 at 4% or $285,217 at 6%.