Civic Intelligence

Carolina Conceptions, P.A.

Plan context: Carolina Conceptions Retirement Plan

EIN 20-1381993 • Raleigh, NC • 25 filings • 2 plans

2601 Lake DriveSuite 301Raleigh, NC 27607
Current Snapshot

Latest Year

2025

2025 Participants

38

2025 Assets

$5,623,118

2025 Contributions

$538,218

Historical Graphs

Total Assets Over Time

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

$6,009,053$3,004,527$0200820172025YearValue
$5,623,118Latest year 2025

Participants Over Time

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

38190200820172025YearValue
38Latest 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
2025138$5,623,118$538,218$14,164iApproximate average salary by contribution assumption: employee only about $354,091 at 4% or $236,061 at 6%; with 50% employer match about $236,061 at 4% or $157,374 at 6%; with 100% employer match about $177,045 at 4% or $118,030 at 6%.
Carolina Conceptions Retirement Plan-38$5,623,118$538,218$14,164iApproximate average salary by contribution assumption: employee only about $354,091 at 4% or $236,061 at 6%; with 50% employer match about $236,061 at 4% or $157,374 at 6%; with 100% employer match about $177,045 at 4% or $118,030 at 6%.
2024138$4,905,470$497,370$13,089iApproximate average salary by contribution assumption: employee only about $327,217 at 4% or $218,145 at 6%; with 50% employer match about $218,145 at 4% or $145,430 at 6%; with 100% employer match about $163,609 at 4% or $109,072 at 6%.
Carolina Conceptions Retirement Plan-38$4,905,470$497,370$13,089iApproximate average salary by contribution assumption: employee only about $327,217 at 4% or $218,145 at 6%; with 50% employer match about $218,145 at 4% or $145,430 at 6%; with 100% employer match about $163,609 at 4% or $109,072 at 6%.
2023130$3,845,218$486,970$16,232iApproximate average salary by contribution assumption: employee only about $405,808 at 4% or $270,539 at 6%; with 50% employer match about $270,539 at 4% or $180,359 at 6%; with 100% employer match about $202,904 at 4% or $135,269 at 6%.
Carolina Conceptions Retirement Plan-30$3,845,218$486,970$16,232iApproximate average salary by contribution assumption: employee only about $405,808 at 4% or $270,539 at 6%; with 50% employer match about $270,539 at 4% or $180,359 at 6%; with 100% employer match about $202,904 at 4% or $135,269 at 6%.
2022118$2,743,128$335,005$18,611iApproximate average salary by contribution assumption: employee only about $465,285 at 4% or $310,190 at 6%; with 50% employer match about $310,190 at 4% or $206,793 at 6%; with 100% employer match about $232,642 at 4% or $155,095 at 6%.
Carolina Conceptions Retirement Plan-18$2,743,128$335,005$18,611iApproximate average salary by contribution assumption: employee only about $465,285 at 4% or $310,190 at 6%; with 50% employer match about $310,190 at 4% or $206,793 at 6%; with 100% employer match about $232,642 at 4% or $155,095 at 6%.
2021112$3,154,324$364,759$30,397iApproximate average salary by contribution assumption: employee only about $759,915 at 4% or $506,610 at 6%; with 50% employer match about $506,610 at 4% or $337,740 at 6%; with 100% employer match about $379,957 at 4% or $253,305 at 6%.
Carolina Conceptions Retirement Plan-12$3,154,324$364,759$30,397iApproximate average salary by contribution assumption: employee only about $759,915 at 4% or $506,610 at 6%; with 50% employer match about $506,610 at 4% or $337,740 at 6%; with 100% employer match about $379,957 at 4% or $253,305 at 6%.
2020122$3,329,907$363,078$16,504iApproximate average salary by contribution assumption: employee only about $412,589 at 4% or $275,059 at 6%; with 50% employer match about $275,059 at 4% or $183,373 at 6%; with 100% employer match about $206,294 at 4% or $137,530 at 6%.
Carolina Conceptions Retirement Plan-22$3,329,907$363,078$16,504iApproximate average salary by contribution assumption: employee only about $412,589 at 4% or $275,059 at 6%; with 50% employer match about $275,059 at 4% or $183,373 at 6%; with 100% employer match about $206,294 at 4% or $137,530 at 6%.
2019120$2,515,015$300,863$15,043iApproximate average salary by contribution assumption: employee only about $376,079 at 4% or $250,719 at 6%; with 50% employer match about $250,719 at 4% or $167,146 at 6%; with 100% employer match about $188,039 at 4% or $125,360 at 6%.
Carolina Conceptions Retirement Plan-20$2,515,015$300,863$15,043iApproximate average salary by contribution assumption: employee only about $376,079 at 4% or $250,719 at 6%; with 50% employer match about $250,719 at 4% or $167,146 at 6%; with 100% employer match about $188,039 at 4% or $125,360 at 6%.
2018118$1,826,999$226,696$12,594iApproximate average salary by contribution assumption: employee only about $314,856 at 4% or $209,904 at 6%; with 50% employer match about $209,904 at 4% or $139,936 at 6%; with 100% employer match about $157,428 at 4% or $104,952 at 6%.
Carolina Conceptions Retirement Plan-18$1,826,999$226,696$12,594iApproximate average salary by contribution assumption: employee only about $314,856 at 4% or $209,904 at 6%; with 50% employer match about $209,904 at 4% or $139,936 at 6%; with 100% employer match about $157,428 at 4% or $104,952 at 6%.
2017220$2,469,834$213,479$10,674iApproximate average salary by contribution assumption: employee only about $266,849 at 4% or $177,899 at 6%; with 50% employer match about $177,899 at 4% or $118,599 at 6%; with 100% employer match about $133,424 at 4% or $88,950 at 6%.
Carolina Conceptions Retirement Plan-20$2,469,834$213,479$10,674iApproximate average salary by contribution assumption: employee only about $266,849 at 4% or $177,899 at 6%; with 50% employer match about $177,899 at 4% or $118,599 at 6%; with 100% employer match about $133,424 at 4% or $88,950 at 6%.
CAROLINA CONCEPTIONS DEFINED BENEFIT PENSION PLAN-0$0$0-
2016224$6,009,053$970,051$40,419iApproximate average salary by contribution assumption: employee only about $1,010,470 at 4% or $673,647 at 6%; with 50% employer match about $673,647 at 4% or $449,098 at 6%; with 100% employer match about $505,235 at 4% or $336,823 at 6%.
CAROLINA CONCEPTIONS DEFINED BENEFIT PENSION PLAN-20$4,090,768$720,000$36,000iApproximate average salary by contribution assumption: employee only about $900,000 at 4% or $600,000 at 6%; with 50% employer match about $600,000 at 4% or $400,000 at 6%; with 100% employer match about $450,000 at 4% or $300,000 at 6%.
Carolina Conceptions Retirement Plan-24$1,918,285$250,051$10,419iApproximate average salary by contribution assumption: employee only about $260,470 at 4% or $173,647 at 6%; with 50% employer match about $173,647 at 4% or $115,764 at 6%; with 100% employer match about $130,235 at 4% or $86,823 at 6%.
2015220$4,726,763$714,741$35,737iApproximate average salary by contribution assumption: employee only about $893,426 at 4% or $595,618 at 6%; with 50% employer match about $595,618 at 4% or $397,078 at 6%; with 100% employer match about $446,713 at 4% or $297,809 at 6%.
CAROLINA CONCEPTIONS DEFINED BENEFIT PENSION PLAN-20$3,175,862$520,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
Carolina Conceptions Retirement Plan-20$1,550,901$194,741$9,737iApproximate average salary by contribution assumption: employee only about $243,426 at 4% or $162,284 at 6%; with 50% employer match about $162,284 at 4% or $108,189 at 6%; with 100% employer match about $121,713 at 4% or $81,142 at 6%.
2014219$4,129,416$542,073$28,530iApproximate average salary by contribution assumption: employee only about $713,254 at 4% or $475,503 at 6%; with 50% employer match about $475,503 at 4% or $317,002 at 6%; with 100% employer match about $356,627 at 4% or $237,751 at 6%.
CAROLINA CONCEPTIONS DEFINED BENEFIT PENSION PLAN-19$2,751,073$310,000$16,316iApproximate average salary by contribution assumption: employee only about $407,895 at 4% or $271,930 at 6%; with 50% employer match about $271,930 at 4% or $181,287 at 6%; with 100% employer match about $203,947 at 4% or $135,965 at 6%.
Carolina Conceptions Retirement Plan-17$1,378,343$232,073$13,651iApproximate average salary by contribution assumption: employee only about $341,284 at 4% or $227,523 at 6%; with 50% employer match about $227,523 at 4% or $151,682 at 6%; with 100% employer match about $170,642 at 4% or $113,761 at 6%.
2013222$3,403,543$471,087$21,413iApproximate average salary by contribution assumption: employee only about $535,326 at 4% or $356,884 at 6%; with 50% employer match about $356,884 at 4% or $237,923 at 6%; with 100% employer match about $267,663 at 4% or $178,442 at 6%.
CAROLINA CONCEPTIONS DEFINED BENEFIT PENSION PLAN-22$2,329,021$308,394$14,018iApproximate average salary by contribution assumption: employee only about $350,448 at 4% or $233,632 at 6%; with 50% employer match about $233,632 at 4% or $155,755 at 6%; with 100% employer match about $175,224 at 4% or $116,816 at 6%.
Carolina Conceptions Retirement Plan-16$1,074,522$162,693$10,168iApproximate average salary by contribution assumption: employee only about $254,208 at 4% or $169,472 at 6%; with 50% employer match about $169,472 at 4% or $112,981 at 6%; with 100% employer match about $127,104 at 4% or $84,736 at 6%.
2012222$2,743,082$699,010$31,773iApproximate average salary by contribution assumption: employee only about $794,330 at 4% or $529,553 at 6%; with 50% employer match about $529,553 at 4% or $353,035 at 6%; with 100% employer match about $397,165 at 4% or $264,777 at 6%.
CAROLINA CONCEPTIONS DEFINED BENEFIT PENSION PLAN-22$1,905,922$408,411$18,564iApproximate average salary by contribution assumption: employee only about $464,103 at 4% or $309,402 at 6%; with 50% employer match about $309,402 at 4% or $206,268 at 6%; with 100% employer match about $232,052 at 4% or $154,701 at 6%.
Carolina Conceptions Retirement Plan-19$837,160$290,599$15,295iApproximate average salary by contribution assumption: employee only about $382,367 at 4% or $254,911 at 6%; with 50% employer match about $254,911 at 4% or $169,941 at 6%; with 100% employer match about $191,184 at 4% or $127,456 at 6%.
2011219$1,927,635$716,896$37,731iApproximate average salary by contribution assumption: employee only about $943,284 at 4% or $628,856 at 6%; with 50% employer match about $628,856 at 4% or $419,237 at 6%; with 100% employer match about $471,642 at 4% or $314,428 at 6%.
CAROLINA CONCEPTIONS DEFINED BENEFIT PENSION PLAN-19$1,390,096$541,000$28,474iApproximate average salary by contribution assumption: employee only about $711,842 at 4% or $474,561 at 6%; with 50% employer match about $474,561 at 4% or $316,374 at 6%; with 100% employer match about $355,921 at 4% or $237,281 at 6%.
Carolina Conceptions Retirement Plan-11$537,539$175,896$15,991iApproximate average salary by contribution assumption: employee only about $399,764 at 4% or $266,509 at 6%; with 50% employer match about $266,509 at 4% or $177,673 at 6%; with 100% employer match about $199,882 at 4% or $133,255 at 6%.
2010115$476,397$158,982$10,599iApproximate average salary by contribution assumption: employee only about $264,970 at 4% or $176,647 at 6%; with 50% employer match about $176,647 at 4% or $117,764 at 6%; with 100% employer match about $132,485 at 4% or $88,323 at 6%.
Carolina Conceptions Retirement Plan-15$476,397$158,982$10,599iApproximate average salary by contribution assumption: employee only about $264,970 at 4% or $176,647 at 6%; with 50% employer match about $176,647 at 4% or $117,764 at 6%; with 100% employer match about $132,485 at 4% or $88,323 at 6%.
2009119$290,093$134,535$7,081iApproximate average salary by contribution assumption: employee only about $177,020 at 4% or $118,013 at 6%; with 50% employer match about $118,013 at 4% or $78,675 at 6%; with 100% employer match about $88,510 at 4% or $59,007 at 6%.
Carolina Conceptions Retirement Plan-19$290,093$134,535$7,081iApproximate average salary by contribution assumption: employee only about $177,020 at 4% or $118,013 at 6%; with 50% employer match about $118,013 at 4% or $78,675 at 6%; with 100% employer match about $88,510 at 4% or $59,007 at 6%.
2008120$85,454$122,047$6,102iApproximate average salary by contribution assumption: employee only about $152,559 at 4% or $101,706 at 6%; with 50% employer match about $101,706 at 4% or $67,804 at 6%; with 100% employer match about $76,279 at 4% or $50,853 at 6%.
Carolina Conceptions Retirement Plan-20$85,454$122,047$6,102iApproximate average salary by contribution assumption: employee only about $152,559 at 4% or $101,706 at 6%; with 50% employer match about $101,706 at 4% or $67,804 at 6%; with 100% employer match about $76,279 at 4% or $50,853 at 6%.