Civic Intelligence

Coleman and Foran Partnership

Plan context: North Carolina Ofs Retirement Plan & Trust

EIN 20-5377239 • Cornelius, NC • 36 filings • 5 plans

19910 North Cove Rd.Cornelius, NC 28031
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$2,783,599

2024 Contributions

$227,377

Historical Graphs

Total Assets Over Time

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

$2,783,599$1,391,800$0200620162024YearValue
$2,783,599Latest year 2024

Participants Over Time

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

22110200620152024YearValue
22Latest 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
2024222$2,783,599$227,377$10,335iApproximate average salary by contribution assumption: employee only about $258,383 at 4% or $172,255 at 6%; with 50% employer match about $172,255 at 4% or $114,837 at 6%; with 100% employer match about $129,191 at 4% or $86,128 at 6%.
North Carolina Ofs Retirement Plan & Trust-22$2,253,430$172,377$7,835iApproximate average salary by contribution assumption: employee only about $195,883 at 4% or $130,589 at 6%; with 50% employer match about $130,589 at 4% or $87,059 at 6%; with 100% employer match about $97,941 at 4% or $65,294 at 6%.
NORTH CAROLINA OFS CASH BALANCE PLAN & TRUST-15$530,169$55,000$3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%.
2023220$2,350,272$284,216$14,211iApproximate average salary by contribution assumption: employee only about $355,270 at 4% or $236,847 at 6%; with 50% employer match about $236,847 at 4% or $157,898 at 6%; with 100% employer match about $177,635 at 4% or $118,423 at 6%.
North Carolina Ofs Retirement Plan & Trust-20$1,911,545$219,216$10,961iApproximate average salary by contribution assumption: employee only about $274,020 at 4% or $182,680 at 6%; with 50% employer match about $182,680 at 4% or $121,787 at 6%; with 100% employer match about $137,010 at 4% or $91,340 at 6%.
NORTH CAROLINA OFS CASH BALANCE PLAN & TRUST-15$438,727$65,000$4,333iApproximate average salary by contribution assumption: employee only about $108,333 at 4% or $72,222 at 6%; with 50% employer match about $72,222 at 4% or $48,148 at 6%; with 100% employer match about $54,167 at 4% or $36,111 at 6%.
2022219$1,785,031$312,316$16,438iApproximate average salary by contribution assumption: employee only about $410,942 at 4% or $273,961 at 6%; with 50% employer match about $273,961 at 4% or $182,641 at 6%; with 100% employer match about $205,471 at 4% or $136,981 at 6%.
North Carolina Ofs Retirement Plan & Trust-19$1,455,959$161,666$8,509iApproximate average salary by contribution assumption: employee only about $212,718 at 4% or $141,812 at 6%; with 50% employer match about $141,812 at 4% or $94,542 at 6%; with 100% employer match about $106,359 at 4% or $70,906 at 6%.
NORTH CAROLINA OFS CASH BALANCE PLAN & TRUST-14$329,072$150,650$10,761iApproximate average salary by contribution assumption: employee only about $269,018 at 4% or $179,345 at 6%; with 50% employer match about $179,345 at 4% or $119,563 at 6%; with 100% employer match about $134,509 at 4% or $89,673 at 6%.
2021220$2,685,086$277,252$13,863iApproximate average salary by contribution assumption: employee only about $346,565 at 4% or $231,043 at 6%; with 50% employer match about $231,043 at 4% or $154,029 at 6%; with 100% employer match about $173,283 at 4% or $115,522 at 6%.
North Carolina Ofs Retirement Plan & Trust-20$2,489,465$155,175$7,759iApproximate average salary by contribution assumption: employee only about $193,969 at 4% or $129,313 at 6%; with 50% employer match about $129,313 at 4% or $86,208 at 6%; with 100% employer match about $96,984 at 4% or $64,656 at 6%.
NORTH CAROLINA OFS CASH BALANCE PLAN & TRUST-14$195,621$122,077$8,720iApproximate average salary by contribution assumption: employee only about $217,995 at 4% or $145,330 at 6%; with 50% employer match about $145,330 at 4% or $96,887 at 6%; with 100% employer match about $108,997 at 4% or $72,665 at 6%.
2020219$2,103,006$251,276$13,225iApproximate average salary by contribution assumption: employee only about $330,626 at 4% or $220,418 at 6%; with 50% employer match about $220,418 at 4% or $146,945 at 6%; with 100% employer match about $165,313 at 4% or $110,209 at 6%.
North Carolina Ofs Retirement Plan & Trust-19$2,033,939$182,209$9,590iApproximate average salary by contribution assumption: employee only about $239,749 at 4% or $159,832 at 6%; with 50% employer match about $159,832 at 4% or $106,555 at 6%; with 100% employer match about $119,874 at 4% or $79,916 at 6%.
NORTH CAROLINA OFS CASH BALANCE PLAN & TRUST-13$69,067$69,067$5,313iApproximate average salary by contribution assumption: employee only about $132,821 at 4% or $88,547 at 6%; with 50% employer match about $88,547 at 4% or $59,032 at 6%; with 100% employer match about $66,411 at 4% or $44,274 at 6%.
2019114$2,092,680$205,189$14,656iApproximate average salary by contribution assumption: employee only about $366,409 at 4% or $244,273 at 6%; with 50% employer match about $244,273 at 4% or $162,848 at 6%; with 100% employer match about $183,204 at 4% or $122,136 at 6%.
North Carolina Ofs Retirement Plan & Trust-14$2,092,680$205,189$14,656iApproximate average salary by contribution assumption: employee only about $366,409 at 4% or $244,273 at 6%; with 50% employer match about $244,273 at 4% or $162,848 at 6%; with 100% employer match about $183,204 at 4% or $122,136 at 6%.
2018119$1,493,184$174,008$9,158iApproximate average salary by contribution assumption: employee only about $228,958 at 4% or $152,639 at 6%; with 50% employer match about $152,639 at 4% or $101,759 at 6%; with 100% employer match about $114,479 at 4% or $76,319 at 6%.
North Carolina Ofs Retirement Plan & Trust-19$1,493,184$174,008$9,158iApproximate average salary by contribution assumption: employee only about $228,958 at 4% or $152,639 at 6%; with 50% employer match about $152,639 at 4% or $101,759 at 6%; with 100% employer match about $114,479 at 4% or $76,319 at 6%.
2017213$1,531,862$156,362$12,028iApproximate average salary by contribution assumption: employee only about $300,696 at 4% or $200,464 at 6%; with 50% employer match about $200,464 at 4% or $133,643 at 6%; with 100% employer match about $150,348 at 4% or $100,232 at 6%.
North Carolina Ofs Retirement Plan & Trust-13$1,531,862$156,362$12,028iApproximate average salary by contribution assumption: employee only about $300,696 at 4% or $200,464 at 6%; with 50% employer match about $200,464 at 4% or $133,643 at 6%; with 100% employer match about $150,348 at 4% or $100,232 at 6%.
North Carolina Ofs Defined Benefit Pension Plan & Trust-0---
2016212$1,350,016$167,518$13,960iApproximate average salary by contribution assumption: employee only about $348,996 at 4% or $232,664 at 6%; with 50% employer match about $232,664 at 4% or $155,109 at 6%; with 100% employer match about $174,498 at 4% or $116,332 at 6%.
North Carolina Ofs Retirement Plan & Trust-12$1,349,371$167,518$13,960iApproximate average salary by contribution assumption: employee only about $348,996 at 4% or $232,664 at 6%; with 50% employer match about $232,664 at 4% or $155,109 at 6%; with 100% employer match about $174,498 at 4% or $116,332 at 6%.
North Carolina Ofs Defined Benefit Pension Plan & Trust-1$645--
2015213$1,821,091$247,223$19,017iApproximate average salary by contribution assumption: employee only about $475,429 at 4% or $316,953 at 6%; with 50% employer match about $316,953 at 4% or $211,302 at 6%; with 100% employer match about $237,714 at 4% or $158,476 at 6%.
North Carolina Ofs Retirement Plan & Trust-13$1,172,665$247,223$19,017iApproximate average salary by contribution assumption: employee only about $475,429 at 4% or $316,953 at 6%; with 50% employer match about $316,953 at 4% or $211,302 at 6%; with 100% employer match about $237,714 at 4% or $158,476 at 6%.
North Carolina Ofs Defined Benefit Pension Plan & Trust-7$648,426--
2014210$1,751,406$141,108$14,111iApproximate average salary by contribution assumption: employee only about $352,770 at 4% or $235,180 at 6%; with 50% employer match about $235,180 at 4% or $156,787 at 6%; with 100% employer match about $176,385 at 4% or $117,590 at 6%.
North Carolina Ofs Retirement Plan & Trust-10$1,065,064$141,108$14,111iApproximate average salary by contribution assumption: employee only about $352,770 at 4% or $235,180 at 6%; with 50% employer match about $235,180 at 4% or $156,787 at 6%; with 100% employer match about $176,385 at 4% or $117,590 at 6%.
North Carolina Ofs Defined Benefit Pension Plan & Trust-7$686,342--
2013211$1,683,148$106,965$9,724iApproximate average salary by contribution assumption: employee only about $243,102 at 4% or $162,068 at 6%; with 50% employer match about $162,068 at 4% or $108,045 at 6%; with 100% employer match about $121,551 at 4% or $81,034 at 6%.
North Carolina Ofs Retirement Plan & Trust-11$1,002,224$106,965$9,724iApproximate average salary by contribution assumption: employee only about $243,102 at 4% or $162,068 at 6%; with 50% employer match about $162,068 at 4% or $108,045 at 6%; with 100% employer match about $121,551 at 4% or $81,034 at 6%.
North Carolina Ofs Defined Benefit Pension Plan & Trust-8$680,924--
201228$1,439,107$253,426$31,678iApproximate average salary by contribution assumption: employee only about $791,956 at 4% or $527,971 at 6%; with 50% employer match about $527,971 at 4% or $351,981 at 6%; with 100% employer match about $395,978 at 4% or $263,985 at 6%.
North Carolina Ofs Retirement Plan & Trust-8$813,530$78,426$9,803iApproximate average salary by contribution assumption: employee only about $245,081 at 4% or $163,388 at 6%; with 50% employer match about $163,388 at 4% or $108,925 at 6%; with 100% employer match about $122,541 at 4% or $81,694 at 6%.
North Carolina Ofs Defined Benefit Pension Plan & Trust-8$625,577$175,000$21,875iApproximate average salary by contribution assumption: employee only about $546,875 at 4% or $364,583 at 6%; with 50% employer match about $364,583 at 4% or $243,056 at 6%; with 100% employer match about $273,438 at 4% or $182,292 at 6%.
201126$1,094,622$147,389$24,565iApproximate average salary by contribution assumption: employee only about $614,121 at 4% or $409,414 at 6%; with 50% employer match about $409,414 at 4% or $272,943 at 6%; with 100% employer match about $307,060 at 4% or $204,707 at 6%.
North Carolina Ofs Retirement Plan & Trust-6$671,711$87,389$14,565iApproximate average salary by contribution assumption: employee only about $364,121 at 4% or $242,747 at 6%; with 50% employer match about $242,747 at 4% or $161,831 at 6%; with 100% employer match about $182,060 at 4% or $121,374 at 6%.
North Carolina Ofs Defined Benefit Pension Plan & Trust-4$422,911$60,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
201026$1,027,364$151,184$25,197iApproximate average salary by contribution assumption: employee only about $629,933 at 4% or $419,956 at 6%; with 50% employer match about $419,956 at 4% or $279,970 at 6%; with 100% employer match about $314,967 at 4% or $209,978 at 6%.
North Carolina Ofs Retirement Plan & Trust-6$664,938$91,184$15,197iApproximate average salary by contribution assumption: employee only about $379,933 at 4% or $253,289 at 6%; with 50% employer match about $253,289 at 4% or $168,859 at 6%; with 100% employer match about $189,967 at 4% or $126,644 at 6%.
North Carolina Ofs Defined Benefit Pension Plan & Trust-4$362,426$60,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200927$1,173,687$116,515$16,645iApproximate average salary by contribution assumption: employee only about $416,125 at 4% or $277,417 at 6%; with 50% employer match about $277,417 at 4% or $184,944 at 6%; with 100% employer match about $208,063 at 4% or $138,708 at 6%.
North Carolina Ofs Retirement Plan & Trust-7$673,805$90,963$12,995iApproximate average salary by contribution assumption: employee only about $324,868 at 4% or $216,579 at 6%; with 50% employer match about $216,579 at 4% or $144,386 at 6%; with 100% employer match about $162,434 at 4% or $108,289 at 6%.
North Carolina Ofs Defined Benefit Pension Plan & Trust-7$499,882$25,552$3,650iApproximate average salary by contribution assumption: employee only about $91,257 at 4% or $60,838 at 6%; with 50% employer match about $60,838 at 4% or $40,559 at 6%; with 100% employer match about $45,629 at 4% or $30,419 at 6%.
200827$0$0-
North Carolina Ofs Retirement Plan & Trust-7---
North Carolina Ofs Defined Benefit Pension Plan & Trust-7---
2007210$0$0-
North Carolina Ofs Defined Benefit Pension Plan & Trust-10---
North Carolina Ofs Retirement Plan & Trust-10---
2006210$2,126,758$219,446$21,945iApproximate average salary by contribution assumption: employee only about $548,615 at 4% or $365,743 at 6%; with 50% employer match about $365,743 at 4% or $243,829 at 6%; with 100% employer match about $274,308 at 4% or $182,872 at 6%.
North Carolina Ofs Retirement Plan & Trust-10$1,701,805$128,108$12,811iApproximate average salary by contribution assumption: employee only about $320,270 at 4% or $213,513 at 6%; with 50% employer match about $213,513 at 4% or $142,342 at 6%; with 100% employer match about $160,135 at 4% or $106,757 at 6%.
North Carolina Ofs Defined Benefit Pension Plan & Trust-10$424,953$91,338$9,134iApproximate average salary by contribution assumption: employee only about $228,345 at 4% or $152,230 at 6%; with 50% employer match about $152,230 at 4% or $101,487 at 6%; with 100% employer match about $114,172 at 4% or $76,115 at 6%.