Civic Intelligence

BEAR & AFFILIATES, LLC

Plan context: BEAR & AFFILIATES 401(K) PLAN

EIN 13-3964212 • Raleigh, NC • 17 filings • 2 plans

3200 Wake Forest RoadSuite 204Raleigh, NC 27609
Current Snapshot

Latest Year

2024

2024 Participants

40

2024 Assets

$3,147,450

2024 Contributions

$121,913

Historical Graphs

Total Assets Over Time

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

$3,147,450$1,573,725$0200820162024YearValue
$3,147,450Latest year 2024

Participants Over Time

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

86430200820162024YearValue
40Latest 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
2024140$3,147,450$121,913$3,048iApproximate average salary by contribution assumption: employee only about $76,196 at 4% or $50,797 at 6%; with 50% employer match about $50,797 at 4% or $33,865 at 6%; with 100% employer match about $38,098 at 4% or $25,399 at 6%.
BEAR & AFFILIATES 401(K) PLAN-40$3,147,450$121,913$3,048iApproximate average salary by contribution assumption: employee only about $76,196 at 4% or $50,797 at 6%; with 50% employer match about $50,797 at 4% or $33,865 at 6%; with 100% employer match about $38,098 at 4% or $25,399 at 6%.
2023138$2,641,690$174,455$4,591iApproximate average salary by contribution assumption: employee only about $114,773 at 4% or $76,515 at 6%; with 50% employer match about $76,515 at 4% or $51,010 at 6%; with 100% employer match about $57,387 at 4% or $38,258 at 6%.
BEAR & AFFILIATES 401(K) PLAN-38$2,641,690$174,455$4,591iApproximate average salary by contribution assumption: employee only about $114,773 at 4% or $76,515 at 6%; with 50% employer match about $76,515 at 4% or $51,010 at 6%; with 100% employer match about $57,387 at 4% or $38,258 at 6%.
2022136$2,105,548$185,578$5,155iApproximate average salary by contribution assumption: employee only about $128,874 at 4% or $85,916 at 6%; with 50% employer match about $85,916 at 4% or $57,277 at 6%; with 100% employer match about $64,437 at 4% or $42,958 at 6%.
BEAR & AFFILIATES 401K PLAN-36$2,105,548$185,578$5,155iApproximate average salary by contribution assumption: employee only about $128,874 at 4% or $85,916 at 6%; with 50% employer match about $85,916 at 4% or $57,277 at 6%; with 100% employer match about $64,437 at 4% or $42,958 at 6%.
2021131$2,412,057$163,809$5,284iApproximate average salary by contribution assumption: employee only about $132,104 at 4% or $88,069 at 6%; with 50% employer match about $88,069 at 4% or $58,713 at 6%; with 100% employer match about $66,052 at 4% or $44,035 at 6%.
BEAR & AFFILIATES 401K PLAN-31$2,412,057$163,809$5,284iApproximate average salary by contribution assumption: employee only about $132,104 at 4% or $88,069 at 6%; with 50% employer match about $88,069 at 4% or $58,713 at 6%; with 100% employer match about $66,052 at 4% or $44,035 at 6%.
2020133$1,951,163$167,322$5,070iApproximate average salary by contribution assumption: employee only about $126,759 at 4% or $84,506 at 6%; with 50% employer match about $84,506 at 4% or $56,337 at 6%; with 100% employer match about $63,380 at 4% or $42,253 at 6%.
BEAR & AFFILIATES 401K PLAN-33$1,951,163$167,322$5,070iApproximate average salary by contribution assumption: employee only about $126,759 at 4% or $84,506 at 6%; with 50% employer match about $84,506 at 4% or $56,337 at 6%; with 100% employer match about $63,380 at 4% or $42,253 at 6%.
2019136$1,597,723$170,179$4,727iApproximate average salary by contribution assumption: employee only about $118,180 at 4% or $78,787 at 6%; with 50% employer match about $78,787 at 4% or $52,524 at 6%; with 100% employer match about $59,090 at 4% or $39,393 at 6%.
BEAR & AFFILIATES 401K PLAN-36$1,597,723$170,179$4,727iApproximate average salary by contribution assumption: employee only about $118,180 at 4% or $78,787 at 6%; with 50% employer match about $78,787 at 4% or $52,524 at 6%; with 100% employer match about $59,090 at 4% or $39,393 at 6%.
2018132$1,197,334$144,625$4,520iApproximate average salary by contribution assumption: employee only about $112,988 at 4% or $75,326 at 6%; with 50% employer match about $75,326 at 4% or $50,217 at 6%; with 100% employer match about $56,494 at 4% or $37,663 at 6%.
BEAR & AFFILIATES 401K PLAN-32$1,197,334$144,625$4,520iApproximate average salary by contribution assumption: employee only about $112,988 at 4% or $75,326 at 6%; with 50% employer match about $75,326 at 4% or $50,217 at 6%; with 100% employer match about $56,494 at 4% or $37,663 at 6%.
2017133$1,150,548$120,349$3,647iApproximate average salary by contribution assumption: employee only about $91,173 at 4% or $60,782 at 6%; with 50% employer match about $60,782 at 4% or $40,522 at 6%; with 100% employer match about $45,587 at 4% or $30,391 at 6%.
BEAR & AFFILIATES 401K PLAN-33$1,150,548$120,349$3,647iApproximate average salary by contribution assumption: employee only about $91,173 at 4% or $60,782 at 6%; with 50% employer match about $60,782 at 4% or $40,522 at 6%; with 100% employer match about $45,587 at 4% or $30,391 at 6%.
2016130$932,349$113,418$3,781iApproximate average salary by contribution assumption: employee only about $94,515 at 4% or $63,010 at 6%; with 50% employer match about $63,010 at 4% or $42,007 at 6%; with 100% employer match about $47,258 at 4% or $31,505 at 6%.
BEAR & AFFILIATES 401K PLAN-30$932,349$113,418$3,781iApproximate average salary by contribution assumption: employee only about $94,515 at 4% or $63,010 at 6%; with 50% employer match about $63,010 at 4% or $42,007 at 6%; with 100% employer match about $47,258 at 4% or $31,505 at 6%.
2015127$849,182$99,479$3,684iApproximate average salary by contribution assumption: employee only about $92,110 at 4% or $61,407 at 6%; with 50% employer match about $61,407 at 4% or $40,938 at 6%; with 100% employer match about $46,055 at 4% or $30,703 at 6%.
BEAR & AFFILIATES 401K PLAN-27$849,182$99,479$3,684iApproximate average salary by contribution assumption: employee only about $92,110 at 4% or $61,407 at 6%; with 50% employer match about $61,407 at 4% or $40,938 at 6%; with 100% employer match about $46,055 at 4% or $30,703 at 6%.
2014132$863,546$124,308$3,885iApproximate average salary by contribution assumption: employee only about $97,116 at 4% or $64,744 at 6%; with 50% employer match about $64,744 at 4% or $43,163 at 6%; with 100% employer match about $48,558 at 4% or $32,372 at 6%.
BEAR & AFFILIATES 401(K) PLAN-32$863,546$124,308$3,885iApproximate average salary by contribution assumption: employee only about $97,116 at 4% or $64,744 at 6%; with 50% employer match about $64,744 at 4% or $43,163 at 6%; with 100% employer match about $48,558 at 4% or $32,372 at 6%.
2013129$719,023$122,340$4,219iApproximate average salary by contribution assumption: employee only about $105,466 at 4% or $70,310 at 6%; with 50% employer match about $70,310 at 4% or $46,874 at 6%; with 100% employer match about $52,733 at 4% or $35,155 at 6%.
BEAR & AFFILIATES 401(K) PLAN-29$719,023$122,340$4,219iApproximate average salary by contribution assumption: employee only about $105,466 at 4% or $70,310 at 6%; with 50% employer match about $70,310 at 4% or $46,874 at 6%; with 100% employer match about $52,733 at 4% or $35,155 at 6%.
2012130$498,081$154,287$5,143iApproximate average salary by contribution assumption: employee only about $128,572 at 4% or $85,715 at 6%; with 50% employer match about $85,715 at 4% or $57,143 at 6%; with 100% employer match about $64,286 at 4% or $42,858 at 6%.
BEAR & AFFILIATES 401(K) PLAN-30$498,081$154,287$5,143iApproximate average salary by contribution assumption: employee only about $128,572 at 4% or $85,715 at 6%; with 50% employer match about $85,715 at 4% or $57,143 at 6%; with 100% employer match about $64,286 at 4% or $42,858 at 6%.
2011128$355,917$98,866$3,531iApproximate average salary by contribution assumption: employee only about $88,273 at 4% or $58,849 at 6%; with 50% employer match about $58,849 at 4% or $39,233 at 6%; with 100% employer match about $44,137 at 4% or $29,424 at 6%.
BEAR & AFFILIATES 401(K) PLAN-28$355,917$98,866$3,531iApproximate average salary by contribution assumption: employee only about $88,273 at 4% or $58,849 at 6%; with 50% employer match about $58,849 at 4% or $39,233 at 6%; with 100% employer match about $44,137 at 4% or $29,424 at 6%.
2010123$271,849$110,272$4,794iApproximate average salary by contribution assumption: employee only about $119,861 at 4% or $79,907 at 6%; with 50% employer match about $79,907 at 4% or $53,271 at 6%; with 100% employer match about $59,930 at 4% or $39,954 at 6%.
BEAR & AFFILIATES 401(K) PLAN-23$271,849$110,272$4,794iApproximate average salary by contribution assumption: employee only about $119,861 at 4% or $79,907 at 6%; with 50% employer match about $79,907 at 4% or $53,271 at 6%; with 100% employer match about $59,930 at 4% or $39,954 at 6%.
2009124$142,440$80,636$3,360iApproximate average salary by contribution assumption: employee only about $83,996 at 4% or $55,997 at 6%; with 50% employer match about $55,997 at 4% or $37,331 at 6%; with 100% employer match about $41,998 at 4% or $27,999 at 6%.
BEAR & AFFILIATES 401(K) PLAN-24$142,440$80,636$3,360iApproximate average salary by contribution assumption: employee only about $83,996 at 4% or $55,997 at 6%; with 50% employer match about $55,997 at 4% or $37,331 at 6%; with 100% employer match about $41,998 at 4% or $27,999 at 6%.
2008186$47,430$56,767$660iApproximate average salary by contribution assumption: employee only about $16,502 at 4% or $11,001 at 6%; with 50% employer match about $11,001 at 4% or $7,334 at 6%; with 100% employer match about $8,251 at 4% or $5,501 at 6%.
BEAR & AFFILIATES 401K PLAN-86$47,430$56,767$660iApproximate average salary by contribution assumption: employee only about $16,502 at 4% or $11,001 at 6%; with 50% employer match about $11,001 at 4% or $7,334 at 6%; with 100% employer match about $8,251 at 4% or $5,501 at 6%.