Blueharbor Bank
Plan context: Blueharbor Bank 401K Retirement Plan & Trust
EIN 26-1665679 • Mooresville, NC • 17 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
41
2024 Assets
$3,750,030
2024 Contributions
$374,262
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 | 1 | 41 | $3,750,030 | $374,262 | $9,128iApproximate average salary by contribution assumption: employee only about $228,209 at 4% or $152,139 at 6%; with 50% employer match about $152,139 at 4% or $101,426 at 6%; with 100% employer match about $114,104 at 4% or $76,070 at 6%. |
| Blueharbor Bank 401K Retirement Plan & Trust | - | 41 | $3,750,030 | $374,262 | $9,128iApproximate average salary by contribution assumption: employee only about $228,209 at 4% or $152,139 at 6%; with 50% employer match about $152,139 at 4% or $101,426 at 6%; with 100% employer match about $114,104 at 4% or $76,070 at 6%. |
| 2023 | 1 | 38 | $3,039,940 | $310,044 | $8,159iApproximate average salary by contribution assumption: employee only about $203,976 at 4% or $135,984 at 6%; with 50% employer match about $135,984 at 4% or $90,656 at 6%; with 100% employer match about $101,988 at 4% or $67,992 at 6%. |
| Blueharbor Bank 401K Retirement Plan & Trust | - | 38 | $3,039,940 | $310,044 | $8,159iApproximate average salary by contribution assumption: employee only about $203,976 at 4% or $135,984 at 6%; with 50% employer match about $135,984 at 4% or $90,656 at 6%; with 100% employer match about $101,988 at 4% or $67,992 at 6%. |
| 2022 | 1 | 37 | $2,649,702 | $340,606 | $9,206iApproximate average salary by contribution assumption: employee only about $230,139 at 4% or $153,426 at 6%; with 50% employer match about $153,426 at 4% or $102,284 at 6%; with 100% employer match about $115,070 at 4% or $76,713 at 6%. |
| Blueharbor Bank 401K Retirement Plan & Trust | - | 37 | $2,649,702 | $340,606 | $9,206iApproximate average salary by contribution assumption: employee only about $230,139 at 4% or $153,426 at 6%; with 50% employer match about $153,426 at 4% or $102,284 at 6%; with 100% employer match about $115,070 at 4% or $76,713 at 6%. |
| 2021 | 1 | 35 | $2,824,577 | $316,024 | $9,029iApproximate average salary by contribution assumption: employee only about $225,731 at 4% or $150,488 at 6%; with 50% employer match about $150,488 at 4% or $100,325 at 6%; with 100% employer match about $112,866 at 4% or $75,244 at 6%. |
| Blueharbor Bank 401K Retirement Plan & Trust | - | 35 | $2,824,577 | $316,024 | $9,029iApproximate average salary by contribution assumption: employee only about $225,731 at 4% or $150,488 at 6%; with 50% employer match about $150,488 at 4% or $100,325 at 6%; with 100% employer match about $112,866 at 4% or $75,244 at 6%. |
| 2020 | 1 | 33 | $2,218,755 | $254,215 | $7,703iApproximate average salary by contribution assumption: employee only about $192,587 at 4% or $128,391 at 6%; with 50% employer match about $128,391 at 4% or $85,594 at 6%; with 100% employer match about $96,294 at 4% or $64,196 at 6%. |
| Blueharbor Bank 401K Retirement Plan & Trust | - | 33 | $2,218,755 | $254,215 | $7,703iApproximate average salary by contribution assumption: employee only about $192,587 at 4% or $128,391 at 6%; with 50% employer match about $128,391 at 4% or $85,594 at 6%; with 100% employer match about $96,294 at 4% or $64,196 at 6%. |
| 2019 | 1 | 30 | $1,885,015 | $288,910 | $9,630iApproximate average salary by contribution assumption: employee only about $240,758 at 4% or $160,506 at 6%; with 50% employer match about $160,506 at 4% or $107,004 at 6%; with 100% employer match about $120,379 at 4% or $80,253 at 6%. |
| Blueharbor Bank 401K Retirement Plan & Trust | - | 30 | $1,885,015 | $288,910 | $9,630iApproximate average salary by contribution assumption: employee only about $240,758 at 4% or $160,506 at 6%; with 50% employer match about $160,506 at 4% or $107,004 at 6%; with 100% employer match about $120,379 at 4% or $80,253 at 6%. |
| 2018 | 1 | 22 | $1,397,855 | $196,546 | $8,934iApproximate average salary by contribution assumption: employee only about $223,348 at 4% or $148,898 at 6%; with 50% employer match about $148,898 at 4% or $99,266 at 6%; with 100% employer match about $111,674 at 4% or $74,449 at 6%. |
| Blueharbor Bank 401K Retirement Plan & Trust | - | 22 | $1,397,855 | $196,546 | $8,934iApproximate average salary by contribution assumption: employee only about $223,348 at 4% or $148,898 at 6%; with 50% employer match about $148,898 at 4% or $99,266 at 6%; with 100% employer match about $111,674 at 4% or $74,449 at 6%. |
| 2017 | 1 | 24 | $1,308,902 | $254,533 | $10,606iApproximate average salary by contribution assumption: employee only about $265,139 at 4% or $176,759 at 6%; with 50% employer match about $176,759 at 4% or $117,839 at 6%; with 100% employer match about $132,569 at 4% or $88,380 at 6%. |
| Blueharbor Bank 401K Retirement Plan & Trust | - | 24 | $1,308,902 | $254,533 | $10,606iApproximate average salary by contribution assumption: employee only about $265,139 at 4% or $176,759 at 6%; with 50% employer match about $176,759 at 4% or $117,839 at 6%; with 100% employer match about $132,569 at 4% or $88,380 at 6%. |
| 2016 | 1 | 23 | $990,573 | $174,990 | $7,608iApproximate average salary by contribution assumption: employee only about $190,207 at 4% or $126,804 at 6%; with 50% employer match about $126,804 at 4% or $84,536 at 6%; with 100% employer match about $95,103 at 4% or $63,402 at 6%. |
| Blueharbor Bank 401K Retirement Plan & Trust | - | 23 | $990,573 | $174,990 | $7,608iApproximate average salary by contribution assumption: employee only about $190,207 at 4% or $126,804 at 6%; with 50% employer match about $126,804 at 4% or $84,536 at 6%; with 100% employer match about $95,103 at 4% or $63,402 at 6%. |
| 2015 | 1 | 26 | $795,357 | $170,881 | $6,572iApproximate average salary by contribution assumption: employee only about $164,309 at 4% or $109,539 at 6%; with 50% employer match about $109,539 at 4% or $73,026 at 6%; with 100% employer match about $82,154 at 4% or $54,770 at 6%. |
| Blueharbor Bank 401K Retirement Plan & Trust | - | 26 | $795,357 | $170,881 | $6,572iApproximate average salary by contribution assumption: employee only about $164,309 at 4% or $109,539 at 6%; with 50% employer match about $109,539 at 4% or $73,026 at 6%; with 100% employer match about $82,154 at 4% or $54,770 at 6%. |
| 2014 | 1 | 21 | $662,439 | $143,533 | $6,835iApproximate average salary by contribution assumption: employee only about $170,873 at 4% or $113,915 at 6%; with 50% employer match about $113,915 at 4% or $75,943 at 6%; with 100% employer match about $85,436 at 4% or $56,958 at 6%. |
| Blueharbor Bank 401K Retirement Plan & Trust | - | 21 | $662,439 | $143,533 | $6,835iApproximate average salary by contribution assumption: employee only about $170,873 at 4% or $113,915 at 6%; with 50% employer match about $113,915 at 4% or $75,943 at 6%; with 100% employer match about $85,436 at 4% or $56,958 at 6%. |
| 2013 | 1 | 22 | $876,638 | $262,497 | $11,932iApproximate average salary by contribution assumption: employee only about $298,292 at 4% or $198,861 at 6%; with 50% employer match about $198,861 at 4% or $132,574 at 6%; with 100% employer match about $149,146 at 4% or $99,431 at 6%. |
| Blueharbor Bank 401K Retirement Plan & Trust | - | 22 | $876,638 | $262,497 | $11,932iApproximate average salary by contribution assumption: employee only about $298,292 at 4% or $198,861 at 6%; with 50% employer match about $198,861 at 4% or $132,574 at 6%; with 100% employer match about $149,146 at 4% or $99,431 at 6%. |
| 2012 | 1 | 20 | $724,794 | $150,829 | $7,541iApproximate average salary by contribution assumption: employee only about $188,536 at 4% or $125,691 at 6%; with 50% employer match about $125,691 at 4% or $83,794 at 6%; with 100% employer match about $94,268 at 4% or $62,845 at 6%. |
| Blueharbor Bank 401K Retirement Plan & Trust | - | 20 | $724,794 | $150,829 | $7,541iApproximate average salary by contribution assumption: employee only about $188,536 at 4% or $125,691 at 6%; with 50% employer match about $125,691 at 4% or $83,794 at 6%; with 100% employer match about $94,268 at 4% or $62,845 at 6%. |
| 2011 | 1 | 17 | $529,359 | $122,104 | $7,183iApproximate average salary by contribution assumption: employee only about $179,565 at 4% or $119,710 at 6%; with 50% employer match about $119,710 at 4% or $79,807 at 6%; with 100% employer match about $89,782 at 4% or $59,855 at 6%. |
| Blueharbor Bank 401K Retirement Plan & Trust | - | 17 | $529,359 | $122,104 | $7,183iApproximate average salary by contribution assumption: employee only about $179,565 at 4% or $119,710 at 6%; with 50% employer match about $119,710 at 4% or $79,807 at 6%; with 100% employer match about $89,782 at 4% or $59,855 at 6%. |
| 2010 | 1 | 18 | $478,363 | $122,410 | $6,801iApproximate average salary by contribution assumption: employee only about $170,014 at 4% or $113,343 at 6%; with 50% employer match about $113,343 at 4% or $75,562 at 6%; with 100% employer match about $85,007 at 4% or $56,671 at 6%. |
| Blueharbor Bank 401K Retirement Plan & Trust | - | 18 | $478,363 | $122,410 | $6,801iApproximate average salary by contribution assumption: employee only about $170,014 at 4% or $113,343 at 6%; with 50% employer match about $113,343 at 4% or $75,562 at 6%; with 100% employer match about $85,007 at 4% or $56,671 at 6%. |
| 2009 | 1 | 16 | $317,152 | $250,849 | $15,678iApproximate average salary by contribution assumption: employee only about $391,952 at 4% or $261,301 at 6%; with 50% employer match about $261,301 at 4% or $174,201 at 6%; with 100% employer match about $195,976 at 4% or $130,651 at 6%. |
| Blueharbor Bank 401K Retirement Plan & Trust | - | 16 | $317,152 | $250,849 | $15,678iApproximate average salary by contribution assumption: employee only about $391,952 at 4% or $261,301 at 6%; with 50% employer match about $261,301 at 4% or $174,201 at 6%; with 100% employer match about $195,976 at 4% or $130,651 at 6%. |
| 2008 | 1 | 15 | $0 | $0 | - |
| Blueharbor Bank 401K Retirement Plan & Trust | - | 15 | - | - | - |