Civic Intelligence

Steven L. Thomas DBA Linden Thomas & Company, LLC

Plan context: Linden Thomas & Company 401K Profit Sharing Plan

EIN 20-2650003 • Charlotte, NC • 31 filings • 3 plans

516 N. Tryon St.Charlotte, NC 28202
Current Snapshot

Latest Year

2024

2024 Participants

51

2024 Assets

$4,407,380

2024 Contributions

$208,825

Historical Graphs

Total Assets Over Time

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

$4,407,380$2,203,690$0200520152024YearValue
$4,407,380Latest year 2024

Participants Over Time

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

55280200520152024YearValue
51Latest 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
2024151$4,407,380$208,825$4,095iApproximate average salary by contribution assumption: employee only about $102,365 at 4% or $68,243 at 6%; with 50% employer match about $68,243 at 4% or $45,496 at 6%; with 100% employer match about $51,183 at 4% or $34,122 at 6%.
Linden Thomas & Company 401K Profit Sharing Plan-51$4,407,380$208,825$4,095iApproximate average salary by contribution assumption: employee only about $102,365 at 4% or $68,243 at 6%; with 50% employer match about $68,243 at 4% or $45,496 at 6%; with 100% employer match about $51,183 at 4% or $34,122 at 6%.
2023151$3,595,252$179,268$3,515iApproximate average salary by contribution assumption: employee only about $87,876 at 4% or $58,584 at 6%; with 50% employer match about $58,584 at 4% or $39,056 at 6%; with 100% employer match about $43,938 at 4% or $29,292 at 6%.
Linden Thomas & Company 401K Profit Sharing Plan-51$3,595,252$179,268$3,515iApproximate average salary by contribution assumption: employee only about $87,876 at 4% or $58,584 at 6%; with 50% employer match about $58,584 at 4% or $39,056 at 6%; with 100% employer match about $43,938 at 4% or $29,292 at 6%.
2022154$3,132,264$94,045$1,742iApproximate average salary by contribution assumption: employee only about $43,539 at 4% or $29,026 at 6%; with 50% employer match about $29,026 at 4% or $19,351 at 6%; with 100% employer match about $21,770 at 4% or $14,513 at 6%.
Linden Thomas & Company 401K Profit Sharing Plan-54$3,132,264$94,045$1,742iApproximate average salary by contribution assumption: employee only about $43,539 at 4% or $29,026 at 6%; with 50% employer match about $29,026 at 4% or $19,351 at 6%; with 100% employer match about $21,770 at 4% or $14,513 at 6%.
2021155$4,251,565$200,135$3,639iApproximate average salary by contribution assumption: employee only about $90,970 at 4% or $60,647 at 6%; with 50% employer match about $60,647 at 4% or $40,431 at 6%; with 100% employer match about $45,485 at 4% or $30,323 at 6%.
Linden Thomas & Company 401K Profit Sharing Plan-55$4,251,565$200,135$3,639iApproximate average salary by contribution assumption: employee only about $90,970 at 4% or $60,647 at 6%; with 50% employer match about $60,647 at 4% or $40,431 at 6%; with 100% employer match about $45,485 at 4% or $30,323 at 6%.
2020137$3,888,441$158,737$4,290iApproximate average salary by contribution assumption: employee only about $107,255 at 4% or $71,503 at 6%; with 50% employer match about $71,503 at 4% or $47,669 at 6%; with 100% employer match about $53,627 at 4% or $35,752 at 6%.
Linden Thomas & Company 401K Profit Sharing Plan-37$3,888,441$158,737$4,290iApproximate average salary by contribution assumption: employee only about $107,255 at 4% or $71,503 at 6%; with 50% employer match about $71,503 at 4% or $47,669 at 6%; with 100% employer match about $53,627 at 4% or $35,752 at 6%.
2019223$2,983,787$153,340$6,667iApproximate average salary by contribution assumption: employee only about $166,674 at 4% or $111,116 at 6%; with 50% employer match about $111,116 at 4% or $74,077 at 6%; with 100% employer match about $83,337 at 4% or $55,558 at 6%.
Linden Thomas & Company 401K Profit Sharing Plan-23$2,983,787$153,340$6,667iApproximate average salary by contribution assumption: employee only about $166,674 at 4% or $111,116 at 6%; with 50% employer match about $111,116 at 4% or $74,077 at 6%; with 100% employer match about $83,337 at 4% or $55,558 at 6%.
Linden Thomas Cash Balance Pension Plan-0$0--
2018222$4,363,519$133,323$6,060iApproximate average salary by contribution assumption: employee only about $151,503 at 4% or $101,002 at 6%; with 50% employer match about $101,002 at 4% or $67,335 at 6%; with 100% employer match about $75,752 at 4% or $50,501 at 6%.
Linden Thomas & Company 401K Profit Sharing Plan-22$2,353,070$133,323$6,060iApproximate average salary by contribution assumption: employee only about $151,503 at 4% or $101,002 at 6%; with 50% employer match about $101,002 at 4% or $67,335 at 6%; with 100% employer match about $75,752 at 4% or $50,501 at 6%.
Linden Thomas Cash Balance Pension Plan-4$2,010,449$0-
2017232$4,304,990$205,562$6,424iApproximate average salary by contribution assumption: employee only about $160,595 at 4% or $107,064 at 6%; with 50% employer match about $107,064 at 4% or $71,376 at 6%; with 100% employer match about $80,298 at 4% or $53,532 at 6%.
Linden Thomas & Company 401K Profit Sharing Plan-32$2,284,800$164,611$5,144iApproximate average salary by contribution assumption: employee only about $128,602 at 4% or $85,735 at 6%; with 50% employer match about $85,735 at 4% or $57,157 at 6%; with 100% employer match about $64,301 at 4% or $42,867 at 6%.
Linden Thomas Cash Balance Pension Plan-7$2,020,190$40,951$5,850iApproximate average salary by contribution assumption: employee only about $146,254 at 4% or $97,502 at 6%; with 50% employer match about $97,502 at 4% or $65,002 at 6%; with 100% employer match about $73,127 at 4% or $48,751 at 6%.
2016227$2,831,831$235,523$8,723iApproximate average salary by contribution assumption: employee only about $218,077 at 4% or $145,385 at 6%; with 50% employer match about $145,385 at 4% or $96,923 at 6%; with 100% employer match about $109,038 at 4% or $72,692 at 6%.
Linden Thomas & Company 401K Profit Sharing Plan-27$1,508,026$105,523$3,908iApproximate average salary by contribution assumption: employee only about $97,706 at 4% or $65,138 at 6%; with 50% employer match about $65,138 at 4% or $43,425 at 6%; with 100% employer match about $48,853 at 4% or $32,569 at 6%.
Linden Thomas Cash Balance Pension Plan-7$1,323,805$130,000$18,571iApproximate average salary by contribution assumption: employee only about $464,286 at 4% or $309,524 at 6%; with 50% employer match about $309,524 at 4% or $206,349 at 6%; with 100% employer match about $232,143 at 4% or $154,762 at 6%.
2015230$2,565,241$298,156$9,939iApproximate average salary by contribution assumption: employee only about $248,463 at 4% or $165,642 at 6%; with 50% employer match about $165,642 at 4% or $110,428 at 6%; with 100% employer match about $124,232 at 4% or $82,821 at 6%.
Linden Thomas & Company 401K Profit Sharing Plan-30$1,366,197$131,156$4,372iApproximate average salary by contribution assumption: employee only about $109,297 at 4% or $72,864 at 6%; with 50% employer match about $72,864 at 4% or $48,576 at 6%; with 100% employer match about $54,648 at 4% or $36,432 at 6%.
Linden Thomas Cash Balance Pension Plan-7$1,199,044$167,000$23,857iApproximate average salary by contribution assumption: employee only about $596,429 at 4% or $397,619 at 6%; with 50% employer match about $397,619 at 4% or $265,079 at 6%; with 100% employer match about $298,214 at 4% or $198,810 at 6%.
2014229$2,130,292$239,017$8,242iApproximate average salary by contribution assumption: employee only about $206,049 at 4% or $137,366 at 6%; with 50% employer match about $137,366 at 4% or $91,577 at 6%; with 100% employer match about $103,025 at 4% or $68,683 at 6%.
Linden Thomas & Company 401K Profit Sharing Plan-29$1,114,823$128,017$4,414iApproximate average salary by contribution assumption: employee only about $110,359 at 4% or $73,573 at 6%; with 50% employer match about $73,573 at 4% or $49,049 at 6%; with 100% employer match about $55,180 at 4% or $36,786 at 6%.
Linden Thomas Cash Balance Pension Plan-7$1,015,469$111,000$15,857iApproximate average salary by contribution assumption: employee only about $396,429 at 4% or $264,286 at 6%; with 50% employer match about $264,286 at 4% or $176,190 at 6%; with 100% employer match about $198,214 at 4% or $132,143 at 6%.
2013222$1,767,164$108,427$4,929iApproximate average salary by contribution assumption: employee only about $123,213 at 4% or $82,142 at 6%; with 50% employer match about $82,142 at 4% or $54,761 at 6%; with 100% employer match about $61,606 at 4% or $41,071 at 6%.
Linden Thomas & Company 401K Profit Sharing Plan-22$1,031,574$108,427$4,929iApproximate average salary by contribution assumption: employee only about $123,213 at 4% or $82,142 at 6%; with 50% employer match about $82,142 at 4% or $54,761 at 6%; with 100% employer match about $61,606 at 4% or $41,071 at 6%.
Linden Thomas Cash Balance Pension Plan-8$735,590$0-
2012221$1,364,481$337,140$16,054iApproximate average salary by contribution assumption: employee only about $401,357 at 4% or $267,571 at 6%; with 50% employer match about $267,571 at 4% or $178,381 at 6%; with 100% employer match about $200,679 at 4% or $133,786 at 6%.
Linden Thomas & Company 401K Profit Sharing Plan-21$768,256$122,940$5,854iApproximate average salary by contribution assumption: employee only about $146,357 at 4% or $97,571 at 6%; with 50% employer match about $97,571 at 4% or $65,048 at 6%; with 100% employer match about $73,179 at 4% or $48,786 at 6%.
Linden Thomas Cash Balance Pension Plan-8$596,225$214,200$26,775iApproximate average salary by contribution assumption: employee only about $669,375 at 4% or $446,250 at 6%; with 50% employer match about $446,250 at 4% or $297,500 at 6%; with 100% employer match about $334,688 at 4% or $223,125 at 6%.
2011218$912,817$208,155$11,564iApproximate average salary by contribution assumption: employee only about $289,104 at 4% or $192,736 at 6%; with 50% employer match about $192,736 at 4% or $128,491 at 6%; with 100% employer match about $144,552 at 4% or $96,368 at 6%.
Linden Thomas & Company 401K Profit Sharing Plan-18$566,180$105,120$5,840iApproximate average salary by contribution assumption: employee only about $146,000 at 4% or $97,333 at 6%; with 50% employer match about $97,333 at 4% or $64,889 at 6%; with 100% employer match about $73,000 at 4% or $48,667 at 6%.
Linden Thomas Cash Balance Pension Plan-8$346,637$103,035$12,879iApproximate average salary by contribution assumption: employee only about $321,984 at 4% or $214,656 at 6%; with 50% employer match about $214,656 at 4% or $143,104 at 6%; with 100% employer match about $160,992 at 4% or $107,328 at 6%.
2010219$809,296$221,401$11,653iApproximate average salary by contribution assumption: employee only about $291,317 at 4% or $194,211 at 6%; with 50% employer match about $194,211 at 4% or $129,474 at 6%; with 100% employer match about $145,659 at 4% or $97,106 at 6%.
Linden Thomas & Company 401K Profit Sharing Plan-19$581,030$108,318$5,701iApproximate average salary by contribution assumption: employee only about $142,524 at 4% or $95,016 at 6%; with 50% employer match about $95,016 at 4% or $63,344 at 6%; with 100% employer match about $71,262 at 4% or $47,508 at 6%.
Linden Thomas Cash Balance Pension Plan-8$228,266$113,083$14,135iApproximate average salary by contribution assumption: employee only about $353,384 at 4% or $235,590 at 6%; with 50% employer match about $235,590 at 4% or $157,060 at 6%; with 100% employer match about $176,692 at 4% or $117,795 at 6%.
2009217$567,611$227,338$13,373iApproximate average salary by contribution assumption: employee only about $334,321 at 4% or $222,880 at 6%; with 50% employer match about $222,880 at 4% or $148,587 at 6%; with 100% employer match about $167,160 at 4% or $111,440 at 6%.
Linden Thomas & Company 401K Profit Sharing Plan-17$462,709$122,436$7,202iApproximate average salary by contribution assumption: employee only about $180,053 at 4% or $120,035 at 6%; with 50% employer match about $120,035 at 4% or $80,024 at 6%; with 100% employer match about $90,026 at 4% or $60,018 at 6%.
Linden Thomas Cash Balance Pension Plan-8$104,902$104,902$13,113iApproximate average salary by contribution assumption: employee only about $327,819 at 4% or $218,546 at 6%; with 50% employer match about $218,546 at 4% or $145,697 at 6%; with 100% employer match about $163,909 at 4% or $109,273 at 6%.
2008114$0$0-
Linden Thomas & Company 401K Profit Sharing Plan-14---
2007114$315,573$146,481$10,463iApproximate average salary by contribution assumption: employee only about $261,573 at 4% or $174,382 at 6%; with 50% employer match about $174,382 at 4% or $116,255 at 6%; with 100% employer match about $130,787 at 4% or $87,191 at 6%.
Linden Thomas & Company 401K Profit Sharing Plan-14$315,573$146,481$10,463iApproximate average salary by contribution assumption: employee only about $261,573 at 4% or $174,382 at 6%; with 50% employer match about $174,382 at 4% or $116,255 at 6%; with 100% employer match about $130,787 at 4% or $87,191 at 6%.
2006115$161,016$101,565$6,771iApproximate average salary by contribution assumption: employee only about $169,275 at 4% or $112,850 at 6%; with 50% employer match about $112,850 at 4% or $75,233 at 6%; with 100% employer match about $84,638 at 4% or $56,425 at 6%.
Linden Thomas & Company 401K Profit Sharing Plan-15$161,016$101,565$6,771iApproximate average salary by contribution assumption: employee only about $169,275 at 4% or $112,850 at 6%; with 50% employer match about $112,850 at 4% or $75,233 at 6%; with 100% employer match about $84,638 at 4% or $56,425 at 6%.
2005110$63,956$63,157$6,316iApproximate average salary by contribution assumption: employee only about $157,893 at 4% or $105,262 at 6%; with 50% employer match about $105,262 at 4% or $70,174 at 6%; with 100% employer match about $78,946 at 4% or $52,631 at 6%.
Linden Thomas & Company 401K Profit Sharing Plan-10$63,956$63,157$6,316iApproximate average salary by contribution assumption: employee only about $157,893 at 4% or $105,262 at 6%; with 50% employer match about $105,262 at 4% or $70,174 at 6%; with 100% employer match about $78,946 at 4% or $52,631 at 6%.