Civic Intelligence

Hamilton Point Investment Advi

Plan context: Hamilton Point Investment Advi 401(K) Profit Sharing Plan & Trust

EIN 13-4360555 • Chapel Hill, NC • 18 filings • 4 plans

100 Europa Dr Ste 425Chapel Hill, NC 27517-2389
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$2,668,095

2024 Contributions

$276,163

Historical Graphs

Total Assets Over Time

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

$2,668,095$1,334,048$0200720162024YearValue
$2,668,095Latest year 2024

Participants Over Time

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

1260200720162024YearValue
11Latest 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
2024111$2,668,095$276,163$25,106iApproximate average salary by contribution assumption: employee only about $627,643 at 4% or $418,429 at 6%; with 50% employer match about $418,429 at 4% or $278,953 at 6%; with 100% employer match about $313,822 at 4% or $209,214 at 6%.
Hamilton Point Investment Advi 401(K) Profit Sharing Plan & Trust-11$2,668,095$276,163$25,106iApproximate average salary by contribution assumption: employee only about $627,643 at 4% or $418,429 at 6%; with 50% employer match about $418,429 at 4% or $278,953 at 6%; with 100% employer match about $313,822 at 4% or $209,214 at 6%.
2023112$2,215,437$273,205$22,767iApproximate average salary by contribution assumption: employee only about $569,177 at 4% or $379,451 at 6%; with 50% employer match about $379,451 at 4% or $252,968 at 6%; with 100% employer match about $284,589 at 4% or $189,726 at 6%.
Hamilton Point Investment Advi 401(K) Profit Sharing Plan & Trust-12$2,215,437$273,205$22,767iApproximate average salary by contribution assumption: employee only about $569,177 at 4% or $379,451 at 6%; with 50% employer match about $379,451 at 4% or $252,968 at 6%; with 100% employer match about $284,589 at 4% or $189,726 at 6%.
2022110$1,715,382$293,695$29,370iApproximate average salary by contribution assumption: employee only about $734,238 at 4% or $489,492 at 6%; with 50% employer match about $489,492 at 4% or $326,328 at 6%; with 100% employer match about $367,119 at 4% or $244,746 at 6%.
Hamilton Point Investment Advi 401(K) Profit Sharing Plan & Trust-10$1,715,382$293,695$29,370iApproximate average salary by contribution assumption: employee only about $734,238 at 4% or $489,492 at 6%; with 50% employer match about $489,492 at 4% or $326,328 at 6%; with 100% employer match about $367,119 at 4% or $244,746 at 6%.
202119$1,737,730$221,405$24,601iApproximate average salary by contribution assumption: employee only about $615,014 at 4% or $410,009 at 6%; with 50% employer match about $410,009 at 4% or $273,340 at 6%; with 100% employer match about $307,507 at 4% or $205,005 at 6%.
Hamilton Point Investment Advi 401(K) Profit Sharing Plan & Trust-9$1,737,730$221,405$24,601iApproximate average salary by contribution assumption: employee only about $615,014 at 4% or $410,009 at 6%; with 50% employer match about $410,009 at 4% or $273,340 at 6%; with 100% employer match about $307,507 at 4% or $205,005 at 6%.
202019$1,679,956$217,524$24,169iApproximate average salary by contribution assumption: employee only about $604,233 at 4% or $402,822 at 6%; with 50% employer match about $402,822 at 4% or $268,548 at 6%; with 100% employer match about $302,117 at 4% or $201,411 at 6%.
Hamilton Point Investment Advi 401(K) Profit Sharing Plan & Trust-9$1,679,956$217,524$24,169iApproximate average salary by contribution assumption: employee only about $604,233 at 4% or $402,822 at 6%; with 50% employer match about $402,822 at 4% or $268,548 at 6%; with 100% employer match about $302,117 at 4% or $201,411 at 6%.
201917$1,309,323$181,698$25,957iApproximate average salary by contribution assumption: employee only about $648,921 at 4% or $432,614 at 6%; with 50% employer match about $432,614 at 4% or $288,410 at 6%; with 100% employer match about $324,461 at 4% or $216,307 at 6%.
Hamilton Point Investment Advi 401(K) Profit Sharing Plan & Trust-7$1,309,323$181,698$25,957iApproximate average salary by contribution assumption: employee only about $648,921 at 4% or $432,614 at 6%; with 50% employer match about $432,614 at 4% or $288,410 at 6%; with 100% employer match about $324,461 at 4% or $216,307 at 6%.
201816$960,849$123,268$20,545iApproximate average salary by contribution assumption: employee only about $513,617 at 4% or $342,411 at 6%; with 50% employer match about $342,411 at 4% or $228,274 at 6%; with 100% employer match about $256,808 at 4% or $171,206 at 6%.
Hamilton Point Investment Advi 401(K) Profit Sharing Plan & Trust-6$960,849$123,268$20,545iApproximate average salary by contribution assumption: employee only about $513,617 at 4% or $342,411 at 6%; with 50% employer match about $342,411 at 4% or $228,274 at 6%; with 100% employer match about $256,808 at 4% or $171,206 at 6%.
201716$866,819$114,241$19,040iApproximate average salary by contribution assumption: employee only about $476,004 at 4% or $317,336 at 6%; with 50% employer match about $317,336 at 4% or $211,557 at 6%; with 100% employer match about $238,002 at 4% or $158,668 at 6%.
Hamilton Point Investment Advi 401(K) Profit Sharing Plan & Trust-6$866,819$114,241$19,040iApproximate average salary by contribution assumption: employee only about $476,004 at 4% or $317,336 at 6%; with 50% employer match about $317,336 at 4% or $211,557 at 6%; with 100% employer match about $238,002 at 4% or $158,668 at 6%.
201616$668,265$164,937$27,490iApproximate average salary by contribution assumption: employee only about $687,238 at 4% or $458,158 at 6%; with 50% employer match about $458,158 at 4% or $305,439 at 6%; with 100% employer match about $343,619 at 4% or $229,079 at 6%.
Hamilton Point Investment Advi 401(K) Profit Sharing Plan & Trust-6$668,265$164,937$27,490iApproximate average salary by contribution assumption: employee only about $687,238 at 4% or $458,158 at 6%; with 50% employer match about $458,158 at 4% or $305,439 at 6%; with 100% employer match about $343,619 at 4% or $229,079 at 6%.
201515$469,029$75,745$15,149iApproximate average salary by contribution assumption: employee only about $378,725 at 4% or $252,483 at 6%; with 50% employer match about $252,483 at 4% or $168,322 at 6%; with 100% employer match about $189,363 at 4% or $126,242 at 6%.
Hamilton Point Investment Advi 401(K) Profit Sharing Plan & Trust-5$469,029$75,745$15,149iApproximate average salary by contribution assumption: employee only about $378,725 at 4% or $252,483 at 6%; with 50% employer match about $252,483 at 4% or $168,322 at 6%; with 100% employer match about $189,363 at 4% or $126,242 at 6%.
201416$396,855$64,964$10,827iApproximate average salary by contribution assumption: employee only about $270,683 at 4% or $180,456 at 6%; with 50% employer match about $180,456 at 4% or $120,304 at 6%; with 100% employer match about $135,342 at 4% or $90,228 at 6%.
Hamilton Point Investment Advi 401(K) Profit Sharing Plan & Trust-6$396,855$64,964$10,827iApproximate average salary by contribution assumption: employee only about $270,683 at 4% or $180,456 at 6%; with 50% employer match about $180,456 at 4% or $120,304 at 6%; with 100% employer match about $135,342 at 4% or $90,228 at 6%.
201315$327,007$57,975$11,595iApproximate average salary by contribution assumption: employee only about $289,875 at 4% or $193,250 at 6%; with 50% employer match about $193,250 at 4% or $128,833 at 6%; with 100% employer match about $144,938 at 4% or $96,625 at 6%.
Hamilton Point Investment Advi 401(K) Profit Sharing Plan & Trust-5$327,007$57,975$11,595iApproximate average salary by contribution assumption: employee only about $289,875 at 4% or $193,250 at 6%; with 50% employer match about $193,250 at 4% or $128,833 at 6%; with 100% employer match about $144,938 at 4% or $96,625 at 6%.
201214$243,998$52,127$13,032iApproximate average salary by contribution assumption: employee only about $325,794 at 4% or $217,196 at 6%; with 50% employer match about $217,196 at 4% or $144,797 at 6%; with 100% employer match about $162,897 at 4% or $108,598 at 6%.
Hamilton Point Investment Advi 401(K) Profit Sharing Plan & Trust-4$243,998$52,127$13,032iApproximate average salary by contribution assumption: employee only about $325,794 at 4% or $217,196 at 6%; with 50% employer match about $217,196 at 4% or $144,797 at 6%; with 100% employer match about $162,897 at 4% or $108,598 at 6%.
201114$199,468$46,736$11,684iApproximate average salary by contribution assumption: employee only about $292,100 at 4% or $194,733 at 6%; with 50% employer match about $194,733 at 4% or $129,822 at 6%; with 100% employer match about $146,050 at 4% or $97,367 at 6%.
Hamilton Point Investment Advi 401(K) Profit Sharing Plan & Trust-4$199,468$46,736$11,684iApproximate average salary by contribution assumption: employee only about $292,100 at 4% or $194,733 at 6%; with 50% employer match about $194,733 at 4% or $129,822 at 6%; with 100% employer match about $146,050 at 4% or $97,367 at 6%.
201014$152,468$133,829$33,457iApproximate average salary by contribution assumption: employee only about $836,431 at 4% or $557,621 at 6%; with 50% employer match about $557,621 at 4% or $371,747 at 6%; with 100% employer match about $418,216 at 4% or $278,810 at 6%.
Hamilton Point Investment Advi 401(K) Profit Sharing Plan & Trust-4$152,468$133,829$33,457iApproximate average salary by contribution assumption: employee only about $836,431 at 4% or $557,621 at 6%; with 50% employer match about $557,621 at 4% or $371,747 at 6%; with 100% employer match about $418,216 at 4% or $278,810 at 6%.
200913$14,366$4,158$1,386iApproximate average salary by contribution assumption: employee only about $34,650 at 4% or $23,100 at 6%; with 50% employer match about $23,100 at 4% or $15,400 at 6%; with 100% employer match about $17,325 at 4% or $11,550 at 6%.
Hamilton Point Investment Advi 401(K) Profit Sharing Plan & Trust-3$14,366$4,158$1,386iApproximate average salary by contribution assumption: employee only about $34,650 at 4% or $23,100 at 6%; with 50% employer match about $23,100 at 4% or $15,400 at 6%; with 100% employer match about $17,325 at 4% or $11,550 at 6%.
200813$8,518$5,749$1,916iApproximate average salary by contribution assumption: employee only about $47,908 at 4% or $31,939 at 6%; with 50% employer match about $31,939 at 4% or $21,293 at 6%; with 100% employer match about $23,954 at 4% or $15,969 at 6%.
Hamilton Point Investment Advi 401(K) Profit Sharing Plan & Trust-3$8,518$5,749$1,916iApproximate average salary by contribution assumption: employee only about $47,908 at 4% or $31,939 at 6%; with 50% employer match about $31,939 at 4% or $21,293 at 6%; with 100% employer match about $23,954 at 4% or $15,969 at 6%.
200712$5,886$5,885$2,943iApproximate average salary by contribution assumption: employee only about $73,563 at 4% or $49,042 at 6%; with 50% employer match about $49,042 at 4% or $32,694 at 6%; with 100% employer match about $36,781 at 4% or $24,521 at 6%.
Hamilton Point Investment Advi 401(K) Profit Sharing Plan & Trust-2$5,886$5,885$2,943iApproximate average salary by contribution assumption: employee only about $73,563 at 4% or $49,042 at 6%; with 50% employer match about $49,042 at 4% or $32,694 at 6%; with 100% employer match about $36,781 at 4% or $24,521 at 6%.