Cape Fear Retinal Associates PC
Plan context: Cape Fear Retinal Associates PC. 401(K) Profit Sharing Plan and Trust
EIN 20-5203879 • Wilmington, NC • 31 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
42
2024 Assets
$3,773,767
2024 Contributions
$673,629
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 42 | $3,773,767 | $673,629 | $16,039iApproximate average salary by contribution assumption: employee only about $400,970 at 4% or $267,313 at 6%; with 50% employer match about $267,313 at 4% or $178,209 at 6%; with 100% employer match about $200,485 at 4% or $133,657 at 6%. |
| Cape Fear Retinal Associates PC. 401(K) Profit Sharing Plan and Trust | - | 39 | $2,503,001 | $340,269 | $8,725iApproximate average salary by contribution assumption: employee only about $218,121 at 4% or $145,414 at 6%; with 50% employer match about $145,414 at 4% or $96,943 at 6%; with 100% employer match about $109,061 at 4% or $72,707 at 6%. |
| Cape Fear Retinal Associates PC Cash Balance Plan | - | 42 | $1,270,766 | $333,360 | $7,937iApproximate average salary by contribution assumption: employee only about $198,429 at 4% or $132,286 at 6%; with 50% employer match about $132,286 at 4% or $88,190 at 6%; with 100% employer match about $99,214 at 4% or $66,143 at 6%. |
| 2023 | 2 | 39 | $3,041,733 | $514,301 | $13,187iApproximate average salary by contribution assumption: employee only about $329,680 at 4% or $219,787 at 6%; with 50% employer match about $219,787 at 4% or $146,525 at 6%; with 100% employer match about $164,840 at 4% or $109,893 at 6%. |
| Cape Fear Retinal Associates PC. 401(K) Profit Sharing Plan and Trust | - | 39 | $2,140,979 | $305,034 | $7,821iApproximate average salary by contribution assumption: employee only about $195,535 at 4% or $130,356 at 6%; with 50% employer match about $130,356 at 4% or $86,904 at 6%; with 100% employer match about $97,767 at 4% or $65,178 at 6%. |
| Cape Fear Retinal Associates PC Cash Balance Plan | - | 34 | $900,754 | $209,267 | $6,155iApproximate average salary by contribution assumption: employee only about $153,873 at 4% or $102,582 at 6%; with 50% employer match about $102,582 at 4% or $68,388 at 6%; with 100% employer match about $76,936 at 4% or $51,291 at 6%. |
| 2022 | 2 | 37 | $2,303,647 | $481,044 | $13,001iApproximate average salary by contribution assumption: employee only about $325,030 at 4% or $216,686 at 6%; with 50% employer match about $216,686 at 4% or $144,458 at 6%; with 100% employer match about $162,515 at 4% or $108,343 at 6%. |
| Cape Fear Retinal Associates PC. 401(K) Profit Sharing Plan and Trust | - | 37 | $1,622,148 | $248,044 | $6,704iApproximate average salary by contribution assumption: employee only about $167,597 at 4% or $111,732 at 6%; with 50% employer match about $111,732 at 4% or $74,488 at 6%; with 100% employer match about $83,799 at 4% or $55,866 at 6%. |
| Cape Fear Retinal Associates PC Cash Balance Plan | - | 25 | $681,499 | $233,000 | $9,320iApproximate average salary by contribution assumption: employee only about $233,000 at 4% or $155,333 at 6%; with 50% employer match about $155,333 at 4% or $103,556 at 6%; with 100% employer match about $116,500 at 4% or $77,667 at 6%. |
| 2021 | 2 | 30 | $2,334,986 | $627,938 | $20,931iApproximate average salary by contribution assumption: employee only about $523,282 at 4% or $348,854 at 6%; with 50% employer match about $348,854 at 4% or $232,570 at 6%; with 100% employer match about $261,641 at 4% or $174,427 at 6%. |
| Cape Fear Retinal Associates PC. 401(K) Profit Sharing Plan and Trust | - | 30 | $1,851,089 | $234,561 | $7,819iApproximate average salary by contribution assumption: employee only about $195,468 at 4% or $130,312 at 6%; with 50% employer match about $130,312 at 4% or $86,874 at 6%; with 100% employer match about $97,734 at 4% or $65,156 at 6%. |
| Cape Fear Retinal Associates PC Cash Balance Plan | - | 22 | $483,897 | $393,377 | $17,881iApproximate average salary by contribution assumption: employee only about $447,019 at 4% or $298,013 at 6%; with 50% employer match about $298,013 at 4% or $198,675 at 6%; with 100% employer match about $223,510 at 4% or $149,006 at 6%. |
| 2020 | 2 | 27 | $3,735,826 | $282,545 | $10,465iApproximate average salary by contribution assumption: employee only about $261,616 at 4% or $174,410 at 6%; with 50% employer match about $174,410 at 4% or $116,274 at 6%; with 100% employer match about $130,808 at 4% or $87,205 at 6%. |
| Cape Fear Retinal Associates PC. 401(K) Profit Sharing Plan and Trust | - | 27 | $2,694,805 | $282,545 | $10,465iApproximate average salary by contribution assumption: employee only about $261,616 at 4% or $174,410 at 6%; with 50% employer match about $174,410 at 4% or $116,274 at 6%; with 100% employer match about $130,808 at 4% or $87,205 at 6%. |
| Cape Fear Retinal Associates PC Cash Balance Plan | - | 13 | $1,041,021 | $0 | - |
| 2019 | 2 | 27 | $3,082,754 | $195,708 | $7,248iApproximate average salary by contribution assumption: employee only about $181,211 at 4% or $120,807 at 6%; with 50% employer match about $120,807 at 4% or $80,538 at 6%; with 100% employer match about $90,606 at 4% or $60,404 at 6%. |
| Cape Fear Retinal Associates PC. 401(K) Profit Sharing Plan and Trust | - | 27 | $2,085,652 | $195,708 | $7,248iApproximate average salary by contribution assumption: employee only about $181,211 at 4% or $120,807 at 6%; with 50% employer match about $120,807 at 4% or $80,538 at 6%; with 100% employer match about $90,606 at 4% or $60,404 at 6%. |
| Cape Fear Retinal Associates PC Cash Balance Plan | - | 15 | $997,102 | - | - |
| 2018 | 2 | 24 | $2,501,764 | $212,310 | $8,846iApproximate average salary by contribution assumption: employee only about $221,156 at 4% or $147,438 at 6%; with 50% employer match about $147,438 at 4% or $98,292 at 6%; with 100% employer match about $110,578 at 4% or $73,719 at 6%. |
| Cape Fear Retinal Associates PC. 401(K) Profit Sharing Plan and Trust | - | 24 | $1,600,515 | $177,310 | $7,388iApproximate average salary by contribution assumption: employee only about $184,698 at 4% or $123,132 at 6%; with 50% employer match about $123,132 at 4% or $82,088 at 6%; with 100% employer match about $92,349 at 4% or $61,566 at 6%. |
| Cape Fear Retinal Associates PC Cash Balance Plan | - | 15 | $901,249 | $35,000 | $2,333iApproximate average salary by contribution assumption: employee only about $58,333 at 4% or $38,889 at 6%; with 50% employer match about $38,889 at 4% or $25,926 at 6%; with 100% employer match about $29,167 at 4% or $19,444 at 6%. |
| 2017 | 2 | 20 | $2,432,939 | $167,942 | $8,397iApproximate average salary by contribution assumption: employee only about $209,928 at 4% or $139,952 at 6%; with 50% employer match about $139,952 at 4% or $93,301 at 6%; with 100% employer match about $104,964 at 4% or $69,976 at 6%. |
| Cape Fear Retinal Associates PC. 401(K) Profit Sharing Plan and Trust | - | 20 | $1,530,389 | $154,640 | $7,732iApproximate average salary by contribution assumption: employee only about $193,300 at 4% or $128,867 at 6%; with 50% employer match about $128,867 at 4% or $85,911 at 6%; with 100% employer match about $96,650 at 4% or $64,433 at 6%. |
| Cape Fear Retinal Associates PC Cash Balance Plan | - | 15 | $902,550 | $13,302 | $887iApproximate average salary by contribution assumption: employee only about $22,170 at 4% or $14,780 at 6%; with 50% employer match about $14,780 at 4% or $9,853 at 6%; with 100% employer match about $11,085 at 4% or $7,390 at 6%. |
| 2016 | 2 | 20 | $1,999,049 | $215,683 | $10,784iApproximate average salary by contribution assumption: employee only about $269,604 at 4% or $179,736 at 6%; with 50% employer match about $179,736 at 4% or $119,824 at 6%; with 100% employer match about $134,802 at 4% or $89,868 at 6%. |
| Cape Fear Retinal Associates PC. 401(K) Profit Sharing Plan and Trust | - | 20 | $1,180,418 | $134,683 | $6,734iApproximate average salary by contribution assumption: employee only about $168,354 at 4% or $112,236 at 6%; with 50% employer match about $112,236 at 4% or $74,824 at 6%; with 100% employer match about $84,177 at 4% or $56,118 at 6%. |
| Cape Fear Retinal Associates PC Cash Balance Plan | - | 16 | $818,631 | $81,000 | $5,063iApproximate average salary by contribution assumption: employee only about $126,563 at 4% or $84,375 at 6%; with 50% employer match about $84,375 at 4% or $56,250 at 6%; with 100% employer match about $63,281 at 4% or $42,188 at 6%. |
| 2015 | 2 | 18 | $1,732,843 | $262,864 | $14,604iApproximate average salary by contribution assumption: employee only about $365,089 at 4% or $243,393 at 6%; with 50% employer match about $243,393 at 4% or $162,262 at 6%; with 100% employer match about $182,544 at 4% or $121,696 at 6%. |
| Cape Fear Retinal Associates PC. 401(K) Profit Sharing Plan and Trust | - | 18 | $1,008,445 | $82,864 | $4,604iApproximate average salary by contribution assumption: employee only about $115,089 at 4% or $76,726 at 6%; with 50% employer match about $76,726 at 4% or $51,151 at 6%; with 100% employer match about $57,544 at 4% or $38,363 at 6%. |
| Cape Fear Retinal Associates PC Cash Balance Plan | - | 15 | $724,398 | $180,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| 2014 | 2 | 17 | $1,498,790 | $330,066 | $19,416iApproximate average salary by contribution assumption: employee only about $485,391 at 4% or $323,594 at 6%; with 50% employer match about $323,594 at 4% or $215,729 at 6%; with 100% employer match about $242,696 at 4% or $161,797 at 6%. |
| Cape Fear Retinal Associates PC. 401(K) Profit Sharing Plan and Trust | - | 17 | $933,491 | $108,263 | $6,368iApproximate average salary by contribution assumption: employee only about $159,210 at 4% or $106,140 at 6%; with 50% employer match about $106,140 at 4% or $70,760 at 6%; with 100% employer match about $79,605 at 4% or $53,070 at 6%. |
| Cape Fear Retinal Associates PC Cash Balance Plan | - | 14 | $565,299 | $221,803 | $15,843iApproximate average salary by contribution assumption: employee only about $396,077 at 4% or $264,051 at 6%; with 50% employer match about $264,051 at 4% or $176,034 at 6%; with 100% employer match about $198,038 at 4% or $132,026 at 6%. |
| 2013 | 2 | 15 | $1,117,944 | $390,244 | $26,016iApproximate average salary by contribution assumption: employee only about $650,407 at 4% or $433,604 at 6%; with 50% employer match about $433,604 at 4% or $289,070 at 6%; with 100% employer match about $325,203 at 4% or $216,802 at 6%. |
| Cape Fear Retinal Associates PC. 401(K) Profit Sharing Plan and Trust | - | 15 | $773,290 | $210,244 | $14,016iApproximate average salary by contribution assumption: employee only about $350,407 at 4% or $233,604 at 6%; with 50% employer match about $233,604 at 4% or $155,736 at 6%; with 100% employer match about $175,203 at 4% or $116,802 at 6%. |
| Cape Fear Retinal Associates PC Cash Balance Plan | - | 13 | $344,654 | $180,000 | $13,846iApproximate average salary by contribution assumption: employee only about $346,154 at 4% or $230,769 at 6%; with 50% employer match about $230,769 at 4% or $153,846 at 6%; with 100% employer match about $173,077 at 4% or $115,385 at 6%. |
| 2012 | 2 | 11 | $633,269 | $269,065 | $24,460iApproximate average salary by contribution assumption: employee only about $611,511 at 4% or $407,674 at 6%; with 50% employer match about $407,674 at 4% or $271,783 at 6%; with 100% employer match about $305,756 at 4% or $203,837 at 6%. |
| Cape Fear Retinal Associates PC. 401(K) Profit Sharing Plan and Trust | - | 10 | $457,874 | $93,670 | $9,367iApproximate average salary by contribution assumption: employee only about $234,175 at 4% or $156,117 at 6%; with 50% employer match about $156,117 at 4% or $104,078 at 6%; with 100% employer match about $117,088 at 4% or $78,058 at 6%. |
| Cape Fear Retinal Associates PC Cash Balance Plan | - | 11 | $175,395 | $175,395 | $15,945iApproximate average salary by contribution assumption: employee only about $398,625 at 4% or $265,750 at 6%; with 50% employer match about $265,750 at 4% or $177,167 at 6%; with 100% employer match about $199,313 at 4% or $132,875 at 6%. |
| 2011 | 1 | 9 | $321,582 | $73,494 | $8,166iApproximate average salary by contribution assumption: employee only about $204,150 at 4% or $136,100 at 6%; with 50% employer match about $136,100 at 4% or $90,733 at 6%; with 100% employer match about $102,075 at 4% or $68,050 at 6%. |
| Cape Fear Retinal Associates PC. 401(K) Profit Sharing Plan and Trust | - | 9 | $321,582 | $73,494 | $8,166iApproximate average salary by contribution assumption: employee only about $204,150 at 4% or $136,100 at 6%; with 50% employer match about $136,100 at 4% or $90,733 at 6%; with 100% employer match about $102,075 at 4% or $68,050 at 6%. |
| 2010 | 1 | 6 | $254,091 | $67,604 | $11,267iApproximate average salary by contribution assumption: employee only about $281,683 at 4% or $187,789 at 6%; with 50% employer match about $187,789 at 4% or $125,193 at 6%; with 100% employer match about $140,842 at 4% or $93,894 at 6%. |
| Cape Fear Retinal Associates PC. 401(K) Profit Sharing Plan and Trust | - | 6 | $254,091 | $67,604 | $11,267iApproximate average salary by contribution assumption: employee only about $281,683 at 4% or $187,789 at 6%; with 50% employer match about $187,789 at 4% or $125,193 at 6%; with 100% employer match about $140,842 at 4% or $93,894 at 6%. |
| 2009 | 1 | 5 | $163,679 | $93,507 | $18,701iApproximate average salary by contribution assumption: employee only about $467,535 at 4% or $311,690 at 6%; with 50% employer match about $311,690 at 4% or $207,793 at 6%; with 100% employer match about $233,768 at 4% or $155,845 at 6%. |
| Cape Fear Retinal Associates PC. 401(K) Profit Sharing Plan and Trust | - | 5 | $163,679 | $93,507 | $18,701iApproximate average salary by contribution assumption: employee only about $467,535 at 4% or $311,690 at 6%; with 50% employer match about $311,690 at 4% or $207,793 at 6%; with 100% employer match about $233,768 at 4% or $155,845 at 6%. |
| 2008 | 1 | 4 | $34,530 | $46,132 | $11,533iApproximate average salary by contribution assumption: employee only about $288,325 at 4% or $192,217 at 6%; with 50% employer match about $192,217 at 4% or $128,144 at 6%; with 100% employer match about $144,163 at 4% or $96,108 at 6%. |
| Cape Fear Retinal Associates PC. 401(K) Profit Sharing Plan and Trust | - | 4 | $34,530 | $46,132 | $11,533iApproximate average salary by contribution assumption: employee only about $288,325 at 4% or $192,217 at 6%; with 50% employer match about $192,217 at 4% or $128,144 at 6%; with 100% employer match about $144,163 at 4% or $96,108 at 6%. |
| 2007 | 1 | 4 | $993 | $991 | $248iApproximate average salary by contribution assumption: employee only about $6,194 at 4% or $4,129 at 6%; with 50% employer match about $4,129 at 4% or $2,753 at 6%; with 100% employer match about $3,097 at 4% or $2,065 at 6%. |
| Cape Fear Retinal Associates PC. 401(K) Profit Sharing Plan and Trust | - | 4 | $993 | $991 | $248iApproximate average salary by contribution assumption: employee only about $6,194 at 4% or $4,129 at 6%; with 50% employer match about $4,129 at 4% or $2,753 at 6%; with 100% employer match about $3,097 at 4% or $2,065 at 6%. |