Civic Intelligence

Tredstone Group LLC

Plan context: Tredstone Group LLC Cash Balance Plan

EIN 26-1078268 • Charlotte, NC • 20 filings • 2 plans

1355 Greenwood Cliff, Suite 300Charlotte, NC 28204
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$3,933,381

2024 Contributions

$46,000

Historical Graphs

Total Assets Over Time

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

$4,331,062$2,165,531$0201520202024YearValue
$3,933,381Latest year 2024

Participants Over Time

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

320201520202024YearValue
3Latest 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
202423$3,933,381$46,000$15,333iApproximate average salary by contribution assumption: employee only about $383,333 at 4% or $255,556 at 6%; with 50% employer match about $255,556 at 4% or $170,370 at 6%; with 100% employer match about $191,667 at 4% or $127,778 at 6%.
Tredstone Group LLC Cash Balance Plan-3$2,568,917$0-
Tredstone Group LLC 401(K) Profit Sharing Plan-3$1,364,464$46,000$15,333iApproximate average salary by contribution assumption: employee only about $383,333 at 4% or $255,556 at 6%; with 50% employer match about $255,556 at 4% or $170,370 at 6%; with 100% employer match about $191,667 at 4% or $127,778 at 6%.
202323$4,331,062$45,000$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%.
Tredstone Group LLC Cash Balance Plan-3$2,846,149$0-
Tredstone Group LLC 401(K) Profit Sharing Plan-3$1,484,913$45,000$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%.
202223$3,607,577$0-
Tredstone Group LLC Cash Balance Plan-3$2,367,830$0-
Tredstone Group LLC 401(K) Profit Sharing Plan-3$1,239,747$0-
202123$2,868,787$39,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
Tredstone Group LLC Cash Balance Plan-3$1,668,656$0-
Tredstone Group LLC 401(K) Profit Sharing Plan-3$1,200,131$39,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
202023$2,144,436$165,325$55,108iApproximate average salary by contribution assumption: employee only about $1,377,708 at 4% or $918,472 at 6%; with 50% employer match about $918,472 at 4% or $612,315 at 6%; with 100% employer match about $688,854 at 4% or $459,236 at 6%.
Tredstone Group LLC Cash Balance Plan-3$1,110,159$125,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
Tredstone Group LLC 401(K) Profit Sharing Plan-3$1,034,277$40,325$13,442iApproximate average salary by contribution assumption: employee only about $336,042 at 4% or $224,028 at 6%; with 50% employer match about $224,028 at 4% or $149,352 at 6%; with 100% employer match about $168,021 at 4% or $112,014 at 6%.
201923$1,385,217$227,325$75,775iApproximate average salary by contribution assumption: employee only about $1,894,375 at 4% or $1,262,917 at 6%; with 50% employer match about $1,262,917 at 4% or $841,944 at 6%; with 100% employer match about $947,188 at 4% or $631,458 at 6%.
Tredstone Group LLC Cash Balance Plan-3$770,679$150,250$50,083iApproximate average salary by contribution assumption: employee only about $1,252,083 at 4% or $834,722 at 6%; with 50% employer match about $834,722 at 4% or $556,481 at 6%; with 100% employer match about $626,042 at 4% or $417,361 at 6%.
Tredstone Group LLC 401(K) Profit Sharing Plan-3$614,538$77,075$25,692iApproximate average salary by contribution assumption: employee only about $642,292 at 4% or $428,194 at 6%; with 50% employer match about $428,194 at 4% or $285,463 at 6%; with 100% employer match about $321,146 at 4% or $214,097 at 6%.
201823$1,157,892$221,035$73,678iApproximate average salary by contribution assumption: employee only about $1,841,958 at 4% or $1,227,972 at 6%; with 50% employer match about $1,227,972 at 4% or $818,648 at 6%; with 100% employer match about $920,979 at 4% or $613,986 at 6%.
Tredstone Group LLC Cash Balance Plan-3$620,429$166,000$55,333iApproximate average salary by contribution assumption: employee only about $1,383,333 at 4% or $922,222 at 6%; with 50% employer match about $922,222 at 4% or $614,815 at 6%; with 100% employer match about $691,667 at 4% or $461,111 at 6%.
Tredstone Group LLC 401(K) Profit Sharing Plan-3$537,463$55,035$18,345iApproximate average salary by contribution assumption: employee only about $458,625 at 4% or $305,750 at 6%; with 50% employer match about $305,750 at 4% or $203,833 at 6%; with 100% employer match about $229,313 at 4% or $152,875 at 6%.
201723$937,866$307,362$102,454iApproximate average salary by contribution assumption: employee only about $2,561,350 at 4% or $1,707,567 at 6%; with 50% employer match about $1,707,567 at 4% or $1,138,378 at 6%; with 100% employer match about $1,280,675 at 4% or $853,783 at 6%.
Tredstone Group LLC Cash Balance Plan-3$640,638$232,862$77,621iApproximate average salary by contribution assumption: employee only about $1,940,517 at 4% or $1,293,678 at 6%; with 50% employer match about $1,293,678 at 4% or $862,452 at 6%; with 100% employer match about $970,258 at 4% or $646,839 at 6%.
Tredstone Group LLC 401(K) Profit Sharing Plan-3$297,228$74,500$24,833iApproximate average salary by contribution assumption: employee only about $620,833 at 4% or $413,889 at 6%; with 50% employer match about $413,889 at 4% or $275,926 at 6%; with 100% employer match about $310,417 at 4% or $206,944 at 6%.
201623$595,995$269,739$89,913iApproximate average salary by contribution assumption: employee only about $2,247,825 at 4% or $1,498,550 at 6%; with 50% employer match about $1,498,550 at 4% or $999,033 at 6%; with 100% employer match about $1,123,913 at 4% or $749,275 at 6%.
Tredstone Group LLC Cash Balance Plan-3$394,872$196,239$65,413iApproximate average salary by contribution assumption: employee only about $1,635,325 at 4% or $1,090,217 at 6%; with 50% employer match about $1,090,217 at 4% or $726,811 at 6%; with 100% employer match about $817,663 at 4% or $545,108 at 6%.
Tredstone Group LLC 401(K) Profit Sharing Plan-3$201,123$73,500$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
201523$295,343$178,368$59,456iApproximate average salary by contribution assumption: employee only about $1,486,400 at 4% or $990,933 at 6%; with 50% employer match about $990,933 at 4% or $660,622 at 6%; with 100% employer match about $743,200 at 4% or $495,467 at 6%.
Tredstone Group LLC Cash Balance Plan-3$173,430$104,743$34,914iApproximate average salary by contribution assumption: employee only about $872,858 at 4% or $581,906 at 6%; with 50% employer match about $581,906 at 4% or $387,937 at 6%; with 100% employer match about $436,429 at 4% or $290,953 at 6%.
Tredstone Group LLC 401(K) Profit Sharing Plan-3$121,913$73,625$24,542iApproximate average salary by contribution assumption: employee only about $613,542 at 4% or $409,028 at 6%; with 50% employer match about $409,028 at 4% or $272,685 at 6%; with 100% employer match about $306,771 at 4% or $204,514 at 6%.