Civic Intelligence

Collett Management LLC

Plan context: Collett Management 401(K) Retirement Plan

EIN 20-0551180 • Charlotte, NC • 22 filings • 5 plans

Post Office Box 36799Charlotte, NC 28236
Current Snapshot

Latest Year

2025

2025 Participants

23

2025 Assets

$4,480,036

2025 Contributions

$270,573

Historical Graphs

Total Assets Over Time

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

$4,480,036$2,240,018$0200420152025YearValue
$4,480,036Latest year 2025

Participants Over Time

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

29150200420152025YearValue
23Latest year 2025

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
2025123$4,480,036$270,573$11,764iApproximate average salary by contribution assumption: employee only about $294,101 at 4% or $196,067 at 6%; with 50% employer match about $196,067 at 4% or $130,712 at 6%; with 100% employer match about $147,051 at 4% or $98,034 at 6%.
Collett Management 401(K) Retirement Plan-23$4,480,036$270,573$11,764iApproximate average salary by contribution assumption: employee only about $294,101 at 4% or $196,067 at 6%; with 50% employer match about $196,067 at 4% or $130,712 at 6%; with 100% employer match about $147,051 at 4% or $98,034 at 6%.
2024123$3,825,646$263,827$11,471iApproximate average salary by contribution assumption: employee only about $286,768 at 4% or $191,179 at 6%; with 50% employer match about $191,179 at 4% or $127,453 at 6%; with 100% employer match about $143,384 at 4% or $95,589 at 6%.
Collett Management 401(K) Retirement Plan-23$3,825,646$263,827$11,471iApproximate average salary by contribution assumption: employee only about $286,768 at 4% or $191,179 at 6%; with 50% employer match about $191,179 at 4% or $127,453 at 6%; with 100% employer match about $143,384 at 4% or $95,589 at 6%.
2023121$3,124,448$258,970$12,332iApproximate average salary by contribution assumption: employee only about $308,298 at 4% or $205,532 at 6%; with 50% employer match about $205,532 at 4% or $137,021 at 6%; with 100% employer match about $154,149 at 4% or $102,766 at 6%.
Collett Management 401(K) Retirement Plan-21$3,124,448$258,970$12,332iApproximate average salary by contribution assumption: employee only about $308,298 at 4% or $205,532 at 6%; with 50% employer match about $205,532 at 4% or $137,021 at 6%; with 100% employer match about $154,149 at 4% or $102,766 at 6%.
2022123$2,569,531$297,202$12,922iApproximate average salary by contribution assumption: employee only about $323,046 at 4% or $215,364 at 6%; with 50% employer match about $215,364 at 4% or $143,576 at 6%; with 100% employer match about $161,523 at 4% or $107,682 at 6%.
Collett Management 401(K) Retirement Plan-23$2,569,531$297,202$12,922iApproximate average salary by contribution assumption: employee only about $323,046 at 4% or $215,364 at 6%; with 50% employer match about $215,364 at 4% or $143,576 at 6%; with 100% employer match about $161,523 at 4% or $107,682 at 6%.
2021122$2,959,110$172,077$7,822iApproximate average salary by contribution assumption: employee only about $195,542 at 4% or $130,361 at 6%; with 50% employer match about $130,361 at 4% or $86,908 at 6%; with 100% employer match about $97,771 at 4% or $65,181 at 6%.
Collett Management 401(K) Retirement Plan-22$2,959,110$172,077$7,822iApproximate average salary by contribution assumption: employee only about $195,542 at 4% or $130,361 at 6%; with 50% employer match about $130,361 at 4% or $86,908 at 6%; with 100% employer match about $97,771 at 4% or $65,181 at 6%.
2020115$2,431,860$124,403$8,294iApproximate average salary by contribution assumption: employee only about $207,338 at 4% or $138,226 at 6%; with 50% employer match about $138,226 at 4% or $92,150 at 6%; with 100% employer match about $103,669 at 4% or $69,113 at 6%.
Collett Management 401(K) Retirement Plan-15$2,431,860$124,403$8,294iApproximate average salary by contribution assumption: employee only about $207,338 at 4% or $138,226 at 6%; with 50% employer match about $138,226 at 4% or $92,150 at 6%; with 100% employer match about $103,669 at 4% or $69,113 at 6%.
2019115$1,935,925$129,644$8,643iApproximate average salary by contribution assumption: employee only about $216,073 at 4% or $144,049 at 6%; with 50% employer match about $144,049 at 4% or $96,033 at 6%; with 100% employer match about $108,037 at 4% or $72,024 at 6%.
Collett Management 401(K) Retirement Plan-15$1,935,925$129,644$8,643iApproximate average salary by contribution assumption: employee only about $216,073 at 4% or $144,049 at 6%; with 50% employer match about $144,049 at 4% or $96,033 at 6%; with 100% employer match about $108,037 at 4% or $72,024 at 6%.
2018117$1,604,550$170,572$10,034iApproximate average salary by contribution assumption: employee only about $250,841 at 4% or $167,227 at 6%; with 50% employer match about $167,227 at 4% or $111,485 at 6%; with 100% employer match about $125,421 at 4% or $83,614 at 6%.
Collett Management 401(K) Retirement Plan-17$1,604,550$170,572$10,034iApproximate average salary by contribution assumption: employee only about $250,841 at 4% or $167,227 at 6%; with 50% employer match about $167,227 at 4% or $111,485 at 6%; with 100% employer match about $125,421 at 4% or $83,614 at 6%.
2017117$1,653,269$150,454$8,850iApproximate average salary by contribution assumption: employee only about $221,256 at 4% or $147,504 at 6%; with 50% employer match about $147,504 at 4% or $98,336 at 6%; with 100% employer match about $110,628 at 4% or $73,752 at 6%.
Collett Management 401(K) Retirement Plan-17$1,653,269$150,454$8,850iApproximate average salary by contribution assumption: employee only about $221,256 at 4% or $147,504 at 6%; with 50% employer match about $147,504 at 4% or $98,336 at 6%; with 100% employer match about $110,628 at 4% or $73,752 at 6%.
2016117$1,274,195$213,386$12,552iApproximate average salary by contribution assumption: employee only about $313,803 at 4% or $209,202 at 6%; with 50% employer match about $209,202 at 4% or $139,468 at 6%; with 100% employer match about $156,901 at 4% or $104,601 at 6%.
Collett Management 401(K) Retirement Plan-17$1,274,195$213,386$12,552iApproximate average salary by contribution assumption: employee only about $313,803 at 4% or $209,202 at 6%; with 50% employer match about $209,202 at 4% or $139,468 at 6%; with 100% employer match about $156,901 at 4% or $104,601 at 6%.
2015118$1,178,591$132,966$7,387iApproximate average salary by contribution assumption: employee only about $184,675 at 4% or $123,117 at 6%; with 50% employer match about $123,117 at 4% or $82,078 at 6%; with 100% employer match about $92,338 at 4% or $61,558 at 6%.
Collett Management 401(K) Retirement Plan-18$1,178,591$132,966$7,387iApproximate average salary by contribution assumption: employee only about $184,675 at 4% or $123,117 at 6%; with 50% employer match about $123,117 at 4% or $82,078 at 6%; with 100% employer match about $92,338 at 4% or $61,558 at 6%.
2014116$1,364,067$107,526$6,720iApproximate average salary by contribution assumption: employee only about $168,009 at 4% or $112,006 at 6%; with 50% employer match about $112,006 at 4% or $74,671 at 6%; with 100% employer match about $84,005 at 4% or $56,003 at 6%.
Collett Management 401(K) Retirement Plan-16$1,364,067$107,526$6,720iApproximate average salary by contribution assumption: employee only about $168,009 at 4% or $112,006 at 6%; with 50% employer match about $112,006 at 4% or $74,671 at 6%; with 100% employer match about $84,005 at 4% or $56,003 at 6%.
2013113$1,161,060$89,613$6,893iApproximate average salary by contribution assumption: employee only about $172,333 at 4% or $114,888 at 6%; with 50% employer match about $114,888 at 4% or $76,592 at 6%; with 100% employer match about $86,166 at 4% or $57,444 at 6%.
Collett Management 401(K) Retirement Plan-13$1,161,060$89,613$6,893iApproximate average salary by contribution assumption: employee only about $172,333 at 4% or $114,888 at 6%; with 50% employer match about $114,888 at 4% or $76,592 at 6%; with 100% employer match about $86,166 at 4% or $57,444 at 6%.
2012112$862,845$87,901$7,325iApproximate average salary by contribution assumption: employee only about $183,127 at 4% or $122,085 at 6%; with 50% employer match about $122,085 at 4% or $81,390 at 6%; with 100% employer match about $91,564 at 4% or $61,042 at 6%.
Collett Management 401(K) Retirement Plan-12$862,845$87,901$7,325iApproximate average salary by contribution assumption: employee only about $183,127 at 4% or $122,085 at 6%; with 50% employer match about $122,085 at 4% or $81,390 at 6%; with 100% employer match about $91,564 at 4% or $61,042 at 6%.
2011113$688,821$78,602$6,046iApproximate average salary by contribution assumption: employee only about $151,158 at 4% or $100,772 at 6%; with 50% employer match about $100,772 at 4% or $67,181 at 6%; with 100% employer match about $75,579 at 4% or $50,386 at 6%.
Collett Management 401(K) Retirement Plan-13$688,821$78,602$6,046iApproximate average salary by contribution assumption: employee only about $151,158 at 4% or $100,772 at 6%; with 50% employer match about $100,772 at 4% or $67,181 at 6%; with 100% employer match about $75,579 at 4% or $50,386 at 6%.
2010114$640,190$71,959$5,140iApproximate average salary by contribution assumption: employee only about $128,498 at 4% or $85,665 at 6%; with 50% employer match about $85,665 at 4% or $57,110 at 6%; with 100% employer match about $64,249 at 4% or $42,833 at 6%.
Collett Management 401(K) Retirement Plan-14$640,190$71,959$5,140iApproximate average salary by contribution assumption: employee only about $128,498 at 4% or $85,665 at 6%; with 50% employer match about $85,665 at 4% or $57,110 at 6%; with 100% employer match about $64,249 at 4% or $42,833 at 6%.
2009115$516,662$75,728$5,049iApproximate average salary by contribution assumption: employee only about $126,213 at 4% or $84,142 at 6%; with 50% employer match about $84,142 at 4% or $56,095 at 6%; with 100% employer match about $63,107 at 4% or $42,071 at 6%.
Collett Management 401(K) Retirement Plan-15$516,662$75,728$5,049iApproximate average salary by contribution assumption: employee only about $126,213 at 4% or $84,142 at 6%; with 50% employer match about $84,142 at 4% or $56,095 at 6%; with 100% employer match about $63,107 at 4% or $42,071 at 6%.
2008119$329,478$91,759$4,829iApproximate average salary by contribution assumption: employee only about $120,736 at 4% or $80,490 at 6%; with 50% employer match about $80,490 at 4% or $53,660 at 6%; with 100% employer match about $60,368 at 4% or $40,245 at 6%.
Collett Management 401(K) Retirement Plan-19$329,478$91,759$4,829iApproximate average salary by contribution assumption: employee only about $120,736 at 4% or $80,490 at 6%; with 50% employer match about $80,490 at 4% or $53,660 at 6%; with 100% employer match about $60,368 at 4% or $40,245 at 6%.
2007129$0$0-
Collett Management 401(K) Retirement Plan-29---
2006127$395,998$69,421$2,571iApproximate average salary by contribution assumption: employee only about $64,279 at 4% or $42,852 at 6%; with 50% employer match about $42,852 at 4% or $28,568 at 6%; with 100% employer match about $32,139 at 4% or $21,426 at 6%.
Collett Management 401(K) Retirement Plan-27$395,998$69,421$2,571iApproximate average salary by contribution assumption: employee only about $64,279 at 4% or $42,852 at 6%; with 50% employer match about $42,852 at 4% or $28,568 at 6%; with 100% employer match about $32,139 at 4% or $21,426 at 6%.
2005123$286,099$63,483$2,760iApproximate average salary by contribution assumption: employee only about $69,003 at 4% or $46,002 at 6%; with 50% employer match about $46,002 at 4% or $30,668 at 6%; with 100% employer match about $34,502 at 4% or $23,001 at 6%.
Collett Management 401(K) Retirement Plan-23$286,099$63,483$2,760iApproximate average salary by contribution assumption: employee only about $69,003 at 4% or $46,002 at 6%; with 50% employer match about $46,002 at 4% or $30,668 at 6%; with 100% employer match about $34,502 at 4% or $23,001 at 6%.
2004123$210,006$64,328$2,797iApproximate average salary by contribution assumption: employee only about $69,922 at 4% or $46,614 at 6%; with 50% employer match about $46,614 at 4% or $31,076 at 6%; with 100% employer match about $34,961 at 4% or $23,307 at 6%.
Collett Management 401(K) Retirement Plan-23$210,006$64,328$2,797iApproximate average salary by contribution assumption: employee only about $69,922 at 4% or $46,614 at 6%; with 50% employer match about $46,614 at 4% or $31,076 at 6%; with 100% employer match about $34,961 at 4% or $23,307 at 6%.