Civic Intelligence

H. Arthur Edge, III PC.

Plan context: H. Arthur Edge, III PC. Cash Balance Plan

EIN 20-1698627 • Birmingham, AL • 29 filings • 3 plans

2320 Highland Avenue SouthSuite 175Birmingham, AL 35203-4107
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$2,313,626

2024 Contributions

$110,226

Historical Graphs

Total Assets Over Time

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

$2,313,626$1,156,813$0200920172024YearValue
$2,313,626Latest year 2024

Participants Over Time

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

950200820162024YearValue
9Latest 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
202429$2,313,626$110,226$12,247iApproximate average salary by contribution assumption: employee only about $306,183 at 4% or $204,122 at 6%; with 50% employer match about $204,122 at 4% or $136,081 at 6%; with 100% employer match about $153,092 at 4% or $102,061 at 6%.
H. Arthur Edge, III PC. Cash Balance Plan-9$1,731,391--
H. ARTHUR EDGE, III, P.C. PROFIT SHARING AND 401(K) PLAN-8$582,235$110,226$13,778iApproximate average salary by contribution assumption: employee only about $344,456 at 4% or $229,638 at 6%; with 50% employer match about $229,638 at 4% or $153,092 at 6%; with 100% employer match about $172,228 at 4% or $114,819 at 6%.
202329$1,957,804$85,076$9,453iApproximate average salary by contribution assumption: employee only about $236,322 at 4% or $157,548 at 6%; with 50% employer match about $157,548 at 4% or $105,032 at 6%; with 100% employer match about $118,161 at 4% or $78,774 at 6%.
H. Arthur Edge, III PC. Cash Balance Plan-9$1,527,024--
H. ARTHUR EDGE, III, P.C. PROFIT SHARING AND 401(K) PLAN-8$430,780$85,076$10,635iApproximate average salary by contribution assumption: employee only about $265,863 at 4% or $177,242 at 6%; with 50% employer match about $177,242 at 4% or $118,161 at 6%; with 100% employer match about $132,931 at 4% or $88,621 at 6%.
202227$1,658,209$650,000$92,857iApproximate average salary by contribution assumption: employee only about $2,321,429 at 4% or $1,547,619 at 6%; with 50% employer match about $1,547,619 at 4% or $1,031,746 at 6%; with 100% employer match about $1,160,714 at 4% or $773,810 at 6%.
H. Arthur Edge, III PC. Cash Balance Plan-7$1,373,348$650,000$92,857iApproximate average salary by contribution assumption: employee only about $2,321,429 at 4% or $1,547,619 at 6%; with 50% employer match about $1,547,619 at 4% or $1,031,746 at 6%; with 100% employer match about $1,160,714 at 4% or $773,810 at 6%.
H. ARTHUR EDGE, III, P.C. PROFIT SHARING AND 401(K) PLAN-6$284,861--
202127$1,229,636$252,447$36,064iApproximate average salary by contribution assumption: employee only about $901,596 at 4% or $601,064 at 6%; with 50% employer match about $601,064 at 4% or $400,710 at 6%; with 100% employer match about $450,798 at 4% or $300,532 at 6%.
H. Arthur Edge, III PC. Cash Balance Plan-7$901,503$225,000$32,143iApproximate average salary by contribution assumption: employee only about $803,571 at 4% or $535,714 at 6%; with 50% employer match about $535,714 at 4% or $357,143 at 6%; with 100% employer match about $401,786 at 4% or $267,857 at 6%.
H. ARTHUR EDGE, III, P.C. PROFIT SHARING AND 401(K) PLAN-7$328,133$27,447$3,921iApproximate average salary by contribution assumption: employee only about $98,025 at 4% or $65,350 at 6%; with 50% employer match about $65,350 at 4% or $43,567 at 6%; with 100% employer match about $49,013 at 4% or $32,675 at 6%.
202029$1,005,660$140,323$15,591iApproximate average salary by contribution assumption: employee only about $389,786 at 4% or $259,857 at 6%; with 50% employer match about $259,857 at 4% or $173,238 at 6%; with 100% employer match about $194,893 at 4% or $129,929 at 6%.
H. Arthur Edge, III PC. Cash Balance Plan-6$733,470$115,976$19,329iApproximate average salary by contribution assumption: employee only about $483,233 at 4% or $322,156 at 6%; with 50% employer match about $322,156 at 4% or $214,770 at 6%; with 100% employer match about $241,617 at 4% or $161,078 at 6%.
H. ARTHUR EDGE, III, P.C. PROFIT SHARING AND 401(K) PLAN-9$272,190$24,347$2,705iApproximate average salary by contribution assumption: employee only about $67,631 at 4% or $45,087 at 6%; with 50% employer match about $45,087 at 4% or $30,058 at 6%; with 100% employer match about $33,815 at 4% or $22,544 at 6%.
201928$623,359$76,703$9,588iApproximate average salary by contribution assumption: employee only about $239,697 at 4% or $159,798 at 6%; with 50% employer match about $159,798 at 4% or $106,532 at 6%; with 100% employer match about $119,848 at 4% or $79,899 at 6%.
H. Arthur Edge, III PC. Cash Balance Plan-6$382,318$52,451$8,742iApproximate average salary by contribution assumption: employee only about $218,546 at 4% or $145,697 at 6%; with 50% employer match about $145,697 at 4% or $97,131 at 6%; with 100% employer match about $109,273 at 4% or $72,849 at 6%.
H. ARTHUR EDGE, III, P.C. PROFIT SHARING AND 401(K) PLAN-8$241,041$24,252$3,032iApproximate average salary by contribution assumption: employee only about $75,788 at 4% or $50,525 at 6%; with 50% employer match about $50,525 at 4% or $33,683 at 6%; with 100% employer match about $37,894 at 4% or $25,263 at 6%.
201828$587,686$182,015$22,752iApproximate average salary by contribution assumption: employee only about $568,797 at 4% or $379,198 at 6%; with 50% employer match about $379,198 at 4% or $252,799 at 6%; with 100% employer match about $284,398 at 4% or $189,599 at 6%.
H. Arthur Edge, III PC. Cash Balance Plan-4$402,233$162,000$40,500iApproximate average salary by contribution assumption: employee only about $1,012,500 at 4% or $675,000 at 6%; with 50% employer match about $675,000 at 4% or $450,000 at 6%; with 100% employer match about $506,250 at 4% or $337,500 at 6%.
H. ARTHUR EDGE, III, P.C. PROFIT SHARING AND 401(K) PLAN-8$185,453$20,015$2,502iApproximate average salary by contribution assumption: employee only about $62,547 at 4% or $41,698 at 6%; with 50% employer match about $41,698 at 4% or $27,799 at 6%; with 100% employer match about $31,273 at 4% or $20,849 at 6%.
201727$196,680$84,812$12,116iApproximate average salary by contribution assumption: employee only about $302,900 at 4% or $201,933 at 6%; with 50% employer match about $201,933 at 4% or $134,622 at 6%; with 100% employer match about $151,450 at 4% or $100,967 at 6%.
H. ARTHUR EDGE, III, P.C. PROFIT SHARING AND 401(K) PLAN-7$196,680$84,812$12,116iApproximate average salary by contribution assumption: employee only about $302,900 at 4% or $201,933 at 6%; with 50% employer match about $201,933 at 4% or $134,622 at 6%; with 100% employer match about $151,450 at 4% or $100,967 at 6%.
H. Arthur Edge, III PC. Cash Balance Plan-2---
201625$105,989$7,113$1,423iApproximate average salary by contribution assumption: employee only about $35,565 at 4% or $23,710 at 6%; with 50% employer match about $23,710 at 4% or $15,807 at 6%; with 100% employer match about $17,783 at 4% or $11,855 at 6%.
H. ARTHUR EDGE, III, P.C. PROFIT SHARING AND 401(K) PLAN-5$105,989$7,113$1,423iApproximate average salary by contribution assumption: employee only about $35,565 at 4% or $23,710 at 6%; with 50% employer match about $23,710 at 4% or $15,807 at 6%; with 100% employer match about $17,783 at 4% or $11,855 at 6%.
H. Arthur Edge, III PC. Cash Balance Plan-3---
201525$118,552$70,531$14,106iApproximate average salary by contribution assumption: employee only about $352,655 at 4% or $235,103 at 6%; with 50% employer match about $235,103 at 4% or $156,736 at 6%; with 100% employer match about $176,328 at 4% or $117,552 at 6%.
H. ARTHUR EDGE, III, P.C. PROFIT SHARING AND 401(K) PLAN-5$118,552$70,531$14,106iApproximate average salary by contribution assumption: employee only about $352,655 at 4% or $235,103 at 6%; with 50% employer match about $235,103 at 4% or $156,736 at 6%; with 100% employer match about $176,328 at 4% or $117,552 at 6%.
H. Arthur Edge, III PC. Cash Balance Plan-1---
201424$76,249$8,828$2,207iApproximate average salary by contribution assumption: employee only about $55,175 at 4% or $36,783 at 6%; with 50% employer match about $36,783 at 4% or $24,522 at 6%; with 100% employer match about $27,588 at 4% or $18,392 at 6%.
H. ARTHUR EDGE, III, P.C. PROFIT SHARING AND 401(K) PLAN-4$76,249$8,828$2,207iApproximate average salary by contribution assumption: employee only about $55,175 at 4% or $36,783 at 6%; with 50% employer match about $36,783 at 4% or $24,522 at 6%; with 100% employer match about $27,588 at 4% or $18,392 at 6%.
H. Arthur Edge, III PC. Cash Balance Plan-2---
201322$125,767$0-
H. ARTHUR EDGE, III, P.C. PROFIT SHARING AND 401(K) PLAN-2$125,767--
H. Arthur Edge, III PC. Cash Balance Plan-1---
201213$108,217$1,438$479iApproximate average salary by contribution assumption: employee only about $11,983 at 4% or $7,989 at 6%; with 50% employer match about $7,989 at 4% or $5,326 at 6%; with 100% employer match about $5,992 at 4% or $3,994 at 6%.
H. ARTHUR EDGE, III, P.C. PROFIT SHARING AND 401(K) PLAN-3$108,217$1,438$479iApproximate average salary by contribution assumption: employee only about $11,983 at 4% or $7,989 at 6%; with 50% employer match about $7,989 at 4% or $5,326 at 6%; with 100% employer match about $5,992 at 4% or $3,994 at 6%.
201112$79,688$0-
H. ARTHUR EDGE, III, P.C. PROFIT SHARING AND 401(K) PLAN-2$79,688$0-
201012$101,895$0-
H. ARTHUR EDGE, III, P.C. PROFIT SHARING AND 401(K) PLAN-2$101,895$0-
200912$94,944$0-
H. ARTHUR EDGE, III, P.C. PROFIT SHARING AND 401(K) PLAN-2$94,944--
200813$0$0-
H. ARTHUR EDGE, III, P.C. PROFIT SHARING AND 401K PLAN-3---