Lassiter and Associates PLLC
Plan context: Lassiter and Associates PLLC 401 K Profit Sharing Plan Trust
EIN 26-0766719 • Norwood, NC • 13 filings • 3 plans
Current Snapshot
Latest Year
2019
2019 Participants
19
2019 Assets
$793,426
2019 Contributions
$103,156
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $103,156 | - |
| Lassiter and Associates PLLC 401 K Profit Sharing Plan Trust | - | 0 | $0 | $103,156 | - |
| 2018 | 1 | 19 | $793,426 | $78,085 | $4,110iApproximate average salary by contribution assumption: employee only about $102,743 at 4% or $68,496 at 6%; with 50% employer match about $68,496 at 4% or $45,664 at 6%; with 100% employer match about $51,372 at 4% or $34,248 at 6%. |
| Lassiter and Associates PLLC 401 K Profit Sharing Plan Trust | - | 19 | $793,426 | $78,085 | $4,110iApproximate average salary by contribution assumption: employee only about $102,743 at 4% or $68,496 at 6%; with 50% employer match about $68,496 at 4% or $45,664 at 6%; with 100% employer match about $51,372 at 4% or $34,248 at 6%. |
| 2017 | 1 | 19 | $807,088 | $114,682 | $6,036iApproximate average salary by contribution assumption: employee only about $150,897 at 4% or $100,598 at 6%; with 50% employer match about $100,598 at 4% or $67,065 at 6%; with 100% employer match about $75,449 at 4% or $50,299 at 6%. |
| Lassiter and Associates PLLC 401 K Profit Sharing Plan Trust | - | 19 | $807,088 | $114,682 | $6,036iApproximate average salary by contribution assumption: employee only about $150,897 at 4% or $100,598 at 6%; with 50% employer match about $100,598 at 4% or $67,065 at 6%; with 100% employer match about $75,449 at 4% or $50,299 at 6%. |
| 2016 | 1 | 14 | $587,755 | $56,492 | $4,035iApproximate average salary by contribution assumption: employee only about $100,879 at 4% or $67,252 at 6%; with 50% employer match about $67,252 at 4% or $44,835 at 6%; with 100% employer match about $50,439 at 4% or $33,626 at 6%. |
| Lassiter and Associates PLLC 401 K Profit Sharing Plan Trust | - | 14 | $587,755 | $56,492 | $4,035iApproximate average salary by contribution assumption: employee only about $100,879 at 4% or $67,252 at 6%; with 50% employer match about $67,252 at 4% or $44,835 at 6%; with 100% employer match about $50,439 at 4% or $33,626 at 6%. |
| 2015 | 1 | 10 | $554,297 | $112,285 | $11,229iApproximate average salary by contribution assumption: employee only about $280,713 at 4% or $187,142 at 6%; with 50% employer match about $187,142 at 4% or $124,761 at 6%; with 100% employer match about $140,356 at 4% or $93,571 at 6%. |
| Lassiter and Associates PLLC 401 K Profit Sharing Plan Trust | - | 10 | $554,297 | $112,285 | $11,229iApproximate average salary by contribution assumption: employee only about $280,713 at 4% or $187,142 at 6%; with 50% employer match about $187,142 at 4% or $124,761 at 6%; with 100% employer match about $140,356 at 4% or $93,571 at 6%. |
| 2014 | 1 | 11 | $460,299 | $90,340 | $8,213iApproximate average salary by contribution assumption: employee only about $205,318 at 4% or $136,879 at 6%; with 50% employer match about $136,879 at 4% or $91,253 at 6%; with 100% employer match about $102,659 at 4% or $68,439 at 6%. |
| Lassiter and Associates PLLC 401 K Profit Sharing Plan Trust | - | 11 | $460,299 | $90,340 | $8,213iApproximate average salary by contribution assumption: employee only about $205,318 at 4% or $136,879 at 6%; with 50% employer match about $136,879 at 4% or $91,253 at 6%; with 100% employer match about $102,659 at 4% or $68,439 at 6%. |
| 2013 | 1 | 7 | $306,930 | $32,225 | $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 $57,545 at 4% or $38,363 at 6%. |
| Lassiter and Associates PLLC 401 K Profit Sharing Plan Trust | - | 7 | $306,930 | $32,225 | $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 $57,545 at 4% or $38,363 at 6%. |
| 2012 | 1 | 10 | $1,752,604 | $47,589 | $4,759iApproximate average salary by contribution assumption: employee only about $118,972 at 4% or $79,315 at 6%; with 50% employer match about $79,315 at 4% or $52,877 at 6%; with 100% employer match about $59,486 at 4% or $39,658 at 6%. |
| Lassiter and Associates PLLC 401 K Profit Sharing Plan Trust | - | 10 | $1,752,604 | $47,589 | $4,759iApproximate average salary by contribution assumption: employee only about $118,972 at 4% or $79,315 at 6%; with 50% employer match about $79,315 at 4% or $52,877 at 6%; with 100% employer match about $59,486 at 4% or $39,658 at 6%. |
| 2011 | 1 | 10 | $1,727,869 | $99,377 | $9,938iApproximate average salary by contribution assumption: employee only about $248,443 at 4% or $165,628 at 6%; with 50% employer match about $165,628 at 4% or $110,419 at 6%; with 100% employer match about $124,221 at 4% or $82,814 at 6%. |
| Lassiter and Associates PLLC 401 K Profit Sharing Plan Trust | - | 10 | $1,727,869 | $99,377 | $9,938iApproximate average salary by contribution assumption: employee only about $248,443 at 4% or $165,628 at 6%; with 50% employer match about $165,628 at 4% or $110,419 at 6%; with 100% employer match about $124,221 at 4% or $82,814 at 6%. |
| 2010 | 1 | 12 | $2,068,975 | $80,319 | $6,693iApproximate average salary by contribution assumption: employee only about $167,331 at 4% or $111,554 at 6%; with 50% employer match about $111,554 at 4% or $74,369 at 6%; with 100% employer match about $83,666 at 4% or $55,777 at 6%. |
| Lassiter and Associates PLLC 401 K Profit Sharing Plan Trust | - | 12 | $2,068,975 | $80,319 | $6,693iApproximate average salary by contribution assumption: employee only about $167,331 at 4% or $111,554 at 6%; with 50% employer match about $111,554 at 4% or $74,369 at 6%; with 100% employer match about $83,666 at 4% or $55,777 at 6%. |
| 2009 | 1 | 12 | $1,810,445 | $198,582 | $16,549iApproximate average salary by contribution assumption: employee only about $413,713 at 4% or $275,808 at 6%; with 50% employer match about $275,808 at 4% or $183,872 at 6%; with 100% employer match about $206,856 at 4% or $137,904 at 6%. |
| Lassiter and Associates PLLC 401 K Profit Sharing Plan Trust | - | 12 | $1,810,445 | $198,582 | $16,549iApproximate average salary by contribution assumption: employee only about $413,713 at 4% or $275,808 at 6%; with 50% employer match about $275,808 at 4% or $183,872 at 6%; with 100% employer match about $206,856 at 4% or $137,904 at 6%. |
| 2008 | 1 | 12 | $1,465,234 | $110,285 | $9,190iApproximate average salary by contribution assumption: employee only about $229,760 at 4% or $153,174 at 6%; with 50% employer match about $153,174 at 4% or $102,116 at 6%; with 100% employer match about $114,880 at 4% or $76,587 at 6%. |
| Lassiter and Associates PLLC 401 K Profit Sharing Plan Trust | - | 12 | $1,465,234 | $110,285 | $9,190iApproximate average salary by contribution assumption: employee only about $229,760 at 4% or $153,174 at 6%; with 50% employer match about $153,174 at 4% or $102,116 at 6%; with 100% employer match about $114,880 at 4% or $76,587 at 6%. |
| 2007 | 1 | 12 | $0 | $0 | - |
| Lassiter and Associates PLLC 401 K Profit Sharing Plan Trust | - | 12 | - | - | - |