Civic Intelligence

Sharp Advisors Inc

Plan context: Sharp Advisors Inc 401 K Profit Sharing Plan Trust

EIN 22-3931949 • Charlotte, NC • 11 filings • 3 plans

2359 Perimeter Pointe Pkwy Ste 175Charlotte, NC 28208-6834
Current Snapshot

Latest Year

2020

2020 Participants

13

2020 Assets

$1,883,894

2020 Contributions

$135,298

Historical Graphs

Total Assets Over Time

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

$1,883,894$941,947$0201020152019YearValue
$1,883,894Latest year 2019

Participants Over Time

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

1890201020152019YearValue
13Latest year 2019

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
202010$0$0-
Sharp Advisors Inc 401 K Profit Sharing Plan Trust-0$0$0-
2019113$1,883,894$135,298$10,408iApproximate average salary by contribution assumption: employee only about $260,188 at 4% or $173,459 at 6%; with 50% employer match about $173,459 at 4% or $115,639 at 6%; with 100% employer match about $130,094 at 4% or $86,729 at 6%.
Sharp Advisors Inc 401 K Profit Sharing Plan Trust-13$1,883,894$135,298$10,408iApproximate average salary by contribution assumption: employee only about $260,188 at 4% or $173,459 at 6%; with 50% employer match about $173,459 at 4% or $115,639 at 6%; with 100% employer match about $130,094 at 4% or $86,729 at 6%.
2018117$1,416,918$255,471$15,028iApproximate average salary by contribution assumption: employee only about $375,693 at 4% or $250,462 at 6%; with 50% employer match about $250,462 at 4% or $166,975 at 6%; with 100% employer match about $187,846 at 4% or $125,231 at 6%.
Sharp Advisors Inc 401 K Profit Sharing Plan Trust-17$1,416,918$255,471$15,028iApproximate average salary by contribution assumption: employee only about $375,693 at 4% or $250,462 at 6%; with 50% employer match about $250,462 at 4% or $166,975 at 6%; with 100% employer match about $187,846 at 4% or $125,231 at 6%.
2017118$1,475,543$117,102$6,506iApproximate average salary by contribution assumption: employee only about $162,642 at 4% or $108,428 at 6%; with 50% employer match about $108,428 at 4% or $72,285 at 6%; with 100% employer match about $81,321 at 4% or $54,214 at 6%.
Sharp Advisors Inc 401 K Profit Sharing Plan Trust-18$1,475,543$117,102$6,506iApproximate average salary by contribution assumption: employee only about $162,642 at 4% or $108,428 at 6%; with 50% employer match about $108,428 at 4% or $72,285 at 6%; with 100% employer match about $81,321 at 4% or $54,214 at 6%.
2016110$1,106,092$84,400$8,440iApproximate average salary by contribution assumption: employee only about $211,000 at 4% or $140,667 at 6%; with 50% employer match about $140,667 at 4% or $93,778 at 6%; with 100% employer match about $105,500 at 4% or $70,333 at 6%.
Sharp Advisors Inc 401 K Profit Sharing Plan Trust-10$1,106,092$84,400$8,440iApproximate average salary by contribution assumption: employee only about $211,000 at 4% or $140,667 at 6%; with 50% employer match about $140,667 at 4% or $93,778 at 6%; with 100% employer match about $105,500 at 4% or $70,333 at 6%.
201519$983,327$91,547$10,172iApproximate average salary by contribution assumption: employee only about $254,297 at 4% or $169,531 at 6%; with 50% employer match about $169,531 at 4% or $113,021 at 6%; with 100% employer match about $127,149 at 4% or $84,766 at 6%.
Sharp Advisors Inc 401 K Profit Sharing Plan Trust-9$983,327$91,547$10,172iApproximate average salary by contribution assumption: employee only about $254,297 at 4% or $169,531 at 6%; with 50% employer match about $169,531 at 4% or $113,021 at 6%; with 100% employer match about $127,149 at 4% or $84,766 at 6%.
201418$901,038$88,313$11,039iApproximate average salary by contribution assumption: employee only about $275,978 at 4% or $183,985 at 6%; with 50% employer match about $183,985 at 4% or $122,657 at 6%; with 100% employer match about $137,989 at 4% or $91,993 at 6%.
Sharp Advisors Inc 401 K Profit Sharing Plan Trust-8$901,038$88,313$11,039iApproximate average salary by contribution assumption: employee only about $275,978 at 4% or $183,985 at 6%; with 50% employer match about $183,985 at 4% or $122,657 at 6%; with 100% employer match about $137,989 at 4% or $91,993 at 6%.
201317$766,851$68,538$9,791iApproximate average salary by contribution assumption: employee only about $244,779 at 4% or $163,186 at 6%; with 50% employer match about $163,186 at 4% or $108,790 at 6%; with 100% employer match about $122,389 at 4% or $81,593 at 6%.
Sharp Advisors Inc 401 K Profit Sharing Plan Trust-7$766,851$68,538$9,791iApproximate average salary by contribution assumption: employee only about $244,779 at 4% or $163,186 at 6%; with 50% employer match about $163,186 at 4% or $108,790 at 6%; with 100% employer match about $122,389 at 4% or $81,593 at 6%.
201217$607,255$116,357$16,622iApproximate average salary by contribution assumption: employee only about $415,561 at 4% or $277,040 at 6%; with 50% employer match about $277,040 at 4% or $184,694 at 6%; with 100% employer match about $207,780 at 4% or $138,520 at 6%.
Sharp Advisors Inc 401 K Profit Sharing Plan Trust-7$607,255$116,357$16,622iApproximate average salary by contribution assumption: employee only about $415,561 at 4% or $277,040 at 6%; with 50% employer match about $277,040 at 4% or $184,694 at 6%; with 100% employer match about $207,780 at 4% or $138,520 at 6%.
201117$440,500$121,648$17,378iApproximate average salary by contribution assumption: employee only about $434,457 at 4% or $289,638 at 6%; with 50% employer match about $289,638 at 4% or $193,092 at 6%; with 100% employer match about $217,229 at 4% or $144,819 at 6%.
Sharp Advisors Inc 401 K Profit Sharing Plan Trust-7$440,500$121,648$17,378iApproximate average salary by contribution assumption: employee only about $434,457 at 4% or $289,638 at 6%; with 50% employer match about $289,638 at 4% or $193,092 at 6%; with 100% employer match about $217,229 at 4% or $144,819 at 6%.
201019$418,895$46,018$5,113iApproximate average salary by contribution assumption: employee only about $127,828 at 4% or $85,219 at 6%; with 50% employer match about $85,219 at 4% or $56,812 at 6%; with 100% employer match about $63,914 at 4% or $42,609 at 6%.
Sharp Advisors Inc 401 K Profit Sharing Plan Trust-9$418,895$46,018$5,113iApproximate average salary by contribution assumption: employee only about $127,828 at 4% or $85,219 at 6%; with 50% employer match about $85,219 at 4% or $56,812 at 6%; with 100% employer match about $63,914 at 4% or $42,609 at 6%.