Civic Intelligence

Rudisill, White & Kaplan, P.L.L.C.

Plan context: Rudisill, White & Kaplan 401(K) Psp

EIN 20-2439849 • Matthews, NC • 20 filings • 4 plans

10800 Monroe RoadMatthews, NC 28105
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$3,806,535

2024 Contributions

$129,104

Historical Graphs

Total Assets Over Time

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

$4,086,709$2,043,355$0200520152024YearValue
$3,806,535Latest year 2024

Participants Over Time

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

1580200520152024YearValue
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
202419$3,806,535$129,104$14,345iApproximate average salary by contribution assumption: employee only about $358,622 at 4% or $239,081 at 6%; with 50% employer match about $239,081 at 4% or $159,388 at 6%; with 100% employer match about $179,311 at 4% or $119,541 at 6%.
Rudisill, White & Kaplan 401(K) Psp-9$3,806,535$129,104$14,345iApproximate average salary by contribution assumption: employee only about $358,622 at 4% or $239,081 at 6%; with 50% employer match about $239,081 at 4% or $159,388 at 6%; with 100% employer match about $179,311 at 4% or $119,541 at 6%.
202318$3,205,226$113,742$14,218iApproximate average salary by contribution assumption: employee only about $355,444 at 4% or $236,963 at 6%; with 50% employer match about $236,963 at 4% or $157,975 at 6%; with 100% employer match about $177,722 at 4% or $118,481 at 6%.
Rudisill, White & Kaplan 401(K) Psp-8$3,205,226$113,742$14,218iApproximate average salary by contribution assumption: employee only about $355,444 at 4% or $236,963 at 6%; with 50% employer match about $236,963 at 4% or $157,975 at 6%; with 100% employer match about $177,722 at 4% or $118,481 at 6%.
202219$2,835,308$119,591$13,288iApproximate average salary by contribution assumption: employee only about $332,197 at 4% or $221,465 at 6%; with 50% employer match about $221,465 at 4% or $147,643 at 6%; with 100% employer match about $166,099 at 4% or $110,732 at 6%.
Rudisill, White & Kaplan 401(K) Psp-9$2,835,308$119,591$13,288iApproximate average salary by contribution assumption: employee only about $332,197 at 4% or $221,465 at 6%; with 50% employer match about $221,465 at 4% or $147,643 at 6%; with 100% employer match about $166,099 at 4% or $110,732 at 6%.
202119$3,274,407$96,564$10,729iApproximate average salary by contribution assumption: employee only about $268,233 at 4% or $178,822 at 6%; with 50% employer match about $178,822 at 4% or $119,215 at 6%; with 100% employer match about $134,117 at 4% or $89,411 at 6%.
Rudisill, White & Kaplan 401(K) Psp-9$3,274,407$96,564$10,729iApproximate average salary by contribution assumption: employee only about $268,233 at 4% or $178,822 at 6%; with 50% employer match about $178,822 at 4% or $119,215 at 6%; with 100% employer match about $134,117 at 4% or $89,411 at 6%.
2020113$4,086,709$134,690$10,361iApproximate average salary by contribution assumption: employee only about $259,019 at 4% or $172,679 at 6%; with 50% employer match about $172,679 at 4% or $115,120 at 6%; with 100% employer match about $129,510 at 4% or $86,340 at 6%.
Rudisill, White & Kaplan 401(K) Psp-13$4,086,709$134,690$10,361iApproximate average salary by contribution assumption: employee only about $259,019 at 4% or $172,679 at 6%; with 50% employer match about $172,679 at 4% or $115,120 at 6%; with 100% employer match about $129,510 at 4% or $86,340 at 6%.
2019114$3,722,361$142,514$10,180iApproximate average salary by contribution assumption: employee only about $254,489 at 4% or $169,660 at 6%; with 50% employer match about $169,660 at 4% or $113,106 at 6%; with 100% employer match about $127,245 at 4% or $84,830 at 6%.
Rudisill, White & Kaplan 401(K) Psp-14$3,722,361$142,514$10,180iApproximate average salary by contribution assumption: employee only about $254,489 at 4% or $169,660 at 6%; with 50% employer match about $169,660 at 4% or $113,106 at 6%; with 100% employer match about $127,245 at 4% or $84,830 at 6%.
2018114$2,902,065$112,132$8,009iApproximate average salary by contribution assumption: employee only about $200,236 at 4% or $133,490 at 6%; with 50% employer match about $133,490 at 4% or $88,994 at 6%; with 100% employer match about $100,118 at 4% or $66,745 at 6%.
Rudisill, White & Kaplan 401(K) Psp-14$2,902,065$112,132$8,009iApproximate average salary by contribution assumption: employee only about $200,236 at 4% or $133,490 at 6%; with 50% employer match about $133,490 at 4% or $88,994 at 6%; with 100% employer match about $100,118 at 4% or $66,745 at 6%.
2017114$2,986,925$127,286$9,092iApproximate average salary by contribution assumption: employee only about $227,296 at 4% or $151,531 at 6%; with 50% employer match about $151,531 at 4% or $101,021 at 6%; with 100% employer match about $113,648 at 4% or $75,765 at 6%.
Rudisill, White & Kaplan 401(K) Psp-14$2,986,925$127,286$9,092iApproximate average salary by contribution assumption: employee only about $227,296 at 4% or $151,531 at 6%; with 50% employer match about $151,531 at 4% or $101,021 at 6%; with 100% employer match about $113,648 at 4% or $75,765 at 6%.
2016115$2,467,176$114,856$7,657iApproximate average salary by contribution assumption: employee only about $191,427 at 4% or $127,618 at 6%; with 50% employer match about $127,618 at 4% or $85,079 at 6%; with 100% employer match about $95,713 at 4% or $63,809 at 6%.
Rudisill, White & Kaplan 401(K) Psp-15$2,467,176$114,856$7,657iApproximate average salary by contribution assumption: employee only about $191,427 at 4% or $127,618 at 6%; with 50% employer match about $127,618 at 4% or $85,079 at 6%; with 100% employer match about $95,713 at 4% or $63,809 at 6%.
2015115$2,139,110$143,764$9,584iApproximate average salary by contribution assumption: employee only about $239,607 at 4% or $159,738 at 6%; with 50% employer match about $159,738 at 4% or $106,492 at 6%; with 100% employer match about $119,803 at 4% or $79,869 at 6%.
Rudisill, White & Kaplan 401(K) Psp-15$2,139,110$143,764$9,584iApproximate average salary by contribution assumption: employee only about $239,607 at 4% or $159,738 at 6%; with 50% employer match about $159,738 at 4% or $106,492 at 6%; with 100% employer match about $119,803 at 4% or $79,869 at 6%.
2014110$2,044,197$117,126$11,713iApproximate average salary by contribution assumption: employee only about $292,815 at 4% or $195,210 at 6%; with 50% employer match about $195,210 at 4% or $130,140 at 6%; with 100% employer match about $146,408 at 4% or $97,605 at 6%.
Rudisill, White & Kaplan 401(K) Psp-10$2,044,197$117,126$11,713iApproximate average salary by contribution assumption: employee only about $292,815 at 4% or $195,210 at 6%; with 50% employer match about $195,210 at 4% or $130,140 at 6%; with 100% employer match about $146,408 at 4% or $97,605 at 6%.
201319$1,747,408$113,914$12,657iApproximate average salary by contribution assumption: employee only about $316,428 at 4% or $210,952 at 6%; with 50% employer match about $210,952 at 4% or $140,635 at 6%; with 100% employer match about $158,214 at 4% or $105,476 at 6%.
Rudisill, White & Kaplan 401(K) Psp-9$1,747,408$113,914$12,657iApproximate average salary by contribution assumption: employee only about $316,428 at 4% or $210,952 at 6%; with 50% employer match about $210,952 at 4% or $140,635 at 6%; with 100% employer match about $158,214 at 4% or $105,476 at 6%.
201219$1,378,330$140,947$15,661iApproximate average salary by contribution assumption: employee only about $391,519 at 4% or $261,013 at 6%; with 50% employer match about $261,013 at 4% or $174,009 at 6%; with 100% employer match about $195,760 at 4% or $130,506 at 6%.
Rudisill, White & Kaplan 401(K) Psp-9$1,378,330$140,947$15,661iApproximate average salary by contribution assumption: employee only about $391,519 at 4% or $261,013 at 6%; with 50% employer match about $261,013 at 4% or $174,009 at 6%; with 100% employer match about $195,760 at 4% or $130,506 at 6%.
2011110$1,087,373$115,649$11,565iApproximate average salary by contribution assumption: employee only about $289,123 at 4% or $192,748 at 6%; with 50% employer match about $192,748 at 4% or $128,499 at 6%; with 100% employer match about $144,561 at 4% or $96,374 at 6%.
Rudisill, White & Kaplan 401(K) Psp-10$1,087,373$115,649$11,565iApproximate average salary by contribution assumption: employee only about $289,123 at 4% or $192,748 at 6%; with 50% employer match about $192,748 at 4% or $128,499 at 6%; with 100% employer match about $144,561 at 4% or $96,374 at 6%.
2010111$1,012,058$147,413$13,401iApproximate average salary by contribution assumption: employee only about $335,030 at 4% or $223,353 at 6%; with 50% employer match about $223,353 at 4% or $148,902 at 6%; with 100% employer match about $167,515 at 4% or $111,677 at 6%.
Rudisill, White & Kaplan 401(K) Psp-11$1,012,058$147,413$13,401iApproximate average salary by contribution assumption: employee only about $335,030 at 4% or $223,353 at 6%; with 50% employer match about $223,353 at 4% or $148,902 at 6%; with 100% employer match about $167,515 at 4% or $111,677 at 6%.
2009110$801,790$105,892$10,589iApproximate average salary by contribution assumption: employee only about $264,730 at 4% or $176,487 at 6%; with 50% employer match about $176,487 at 4% or $117,658 at 6%; with 100% employer match about $132,365 at 4% or $88,243 at 6%.
Rudisill, White & Kaplan 401(K) Psp-10$801,790$105,892$10,589iApproximate average salary by contribution assumption: employee only about $264,730 at 4% or $176,487 at 6%; with 50% employer match about $176,487 at 4% or $117,658 at 6%; with 100% employer match about $132,365 at 4% or $88,243 at 6%.
2008110$544,763$144,055$14,406iApproximate average salary by contribution assumption: employee only about $360,138 at 4% or $240,092 at 6%; with 50% employer match about $240,092 at 4% or $160,061 at 6%; with 100% employer match about $180,069 at 4% or $120,046 at 6%.
Rudisill, White & Kaplan 401(K) Psp-10$544,763$144,055$14,406iApproximate average salary by contribution assumption: employee only about $360,138 at 4% or $240,092 at 6%; with 50% employer match about $240,092 at 4% or $160,061 at 6%; with 100% employer match about $180,069 at 4% or $120,046 at 6%.
2007110$662,323$133,015$13,302iApproximate average salary by contribution assumption: employee only about $332,538 at 4% or $221,692 at 6%; with 50% employer match about $221,692 at 4% or $147,794 at 6%; with 100% employer match about $166,269 at 4% or $110,846 at 6%.
Rudisill, White & Kaplan 401(K) Psp-10$662,323$133,015$13,302iApproximate average salary by contribution assumption: employee only about $332,538 at 4% or $221,692 at 6%; with 50% employer match about $221,692 at 4% or $147,794 at 6%; with 100% employer match about $166,269 at 4% or $110,846 at 6%.
200618$510,008$85,486$10,686iApproximate average salary by contribution assumption: employee only about $267,144 at 4% or $178,096 at 6%; with 50% employer match about $178,096 at 4% or $118,731 at 6%; with 100% employer match about $133,572 at 4% or $89,048 at 6%.
Rudisill, White & Kaplan 401(K) Psp-8$510,008$85,486$10,686iApproximate average salary by contribution assumption: employee only about $267,144 at 4% or $178,096 at 6%; with 50% employer match about $178,096 at 4% or $118,731 at 6%; with 100% employer match about $133,572 at 4% or $89,048 at 6%.
200519$366,747$354,046$39,338iApproximate average salary by contribution assumption: employee only about $983,461 at 4% or $655,641 at 6%; with 50% employer match about $655,641 at 4% or $437,094 at 6%; with 100% employer match about $491,731 at 4% or $327,820 at 6%.
Rudisill, White & Kaplan 401(K) Psp-9$366,747$354,046$39,338iApproximate average salary by contribution assumption: employee only about $983,461 at 4% or $655,641 at 6%; with 50% employer match about $655,641 at 4% or $437,094 at 6%; with 100% employer match about $491,731 at 4% or $327,820 at 6%.