Civic Intelligence

Old North State Wealth Management LLC

Plan context: Old North State Wealth Management LLC Employees' 401(K) Profit Sharing Plan & Trust

EIN 26-2681329 • Wilmington, NC • 15 filings • 2 plans

1430 Commonwealth Dr, Suite 200Wilmington, NC 28403
Current Snapshot

Latest Year

2022

2022 Participants

8

2022 Assets

$1,344,743

2022 Contributions

$121,521

Historical Graphs

Total Assets Over Time

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

$1,485,245$742,623$0200920162022YearValue
$1,344,743Latest year 2022

Participants Over Time

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

1470200920162022YearValue
8Latest year 2022

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
202228$1,344,743$121,521$15,190iApproximate average salary by contribution assumption: employee only about $379,753 at 4% or $253,169 at 6%; with 50% employer match about $253,169 at 4% or $168,779 at 6%; with 100% employer match about $189,877 at 4% or $126,584 at 6%.
Old North State Wealth Management LLC Employees' 401(K) Profit Sharing Plan & Trust-8$1,344,743$121,521$15,190iApproximate average salary by contribution assumption: employee only about $379,753 at 4% or $253,169 at 6%; with 50% employer match about $253,169 at 4% or $168,779 at 6%; with 100% employer match about $189,877 at 4% or $126,584 at 6%.
Old North State Wealth Management LLC Employees' 401(K) Profit Sharing Plan & Trust-0$0--
202119$1,485,245$111,432$12,381iApproximate average salary by contribution assumption: employee only about $309,533 at 4% or $206,356 at 6%; with 50% employer match about $206,356 at 4% or $137,570 at 6%; with 100% employer match about $154,767 at 4% or $103,178 at 6%.
Old North State Wealth Management LLC Employees' 401(K) Profit Sharing Plan & Trust-9$1,485,245$111,432$12,381iApproximate average salary by contribution assumption: employee only about $309,533 at 4% or $206,356 at 6%; with 50% employer match about $206,356 at 4% or $137,570 at 6%; with 100% employer match about $154,767 at 4% or $103,178 at 6%.
2020110$1,153,767$110,710$11,071iApproximate average salary by contribution assumption: employee only about $276,775 at 4% or $184,517 at 6%; with 50% employer match about $184,517 at 4% or $123,011 at 6%; with 100% employer match about $138,388 at 4% or $92,258 at 6%.
Old North State Wealth Management LLC Employees' 401(K) Profit Sharing Plan & Trust-10$1,153,767$110,710$11,071iApproximate average salary by contribution assumption: employee only about $276,775 at 4% or $184,517 at 6%; with 50% employer match about $184,517 at 4% or $123,011 at 6%; with 100% employer match about $138,388 at 4% or $92,258 at 6%.
2019110$885,546$103,328$10,333iApproximate average salary by contribution assumption: employee only about $258,320 at 4% or $172,213 at 6%; with 50% employer match about $172,213 at 4% or $114,809 at 6%; with 100% employer match about $129,160 at 4% or $86,107 at 6%.
Old North State Wealth Management LLC Employees' 401(K) Profit Sharing Plan & Trust-10$885,546$103,328$10,333iApproximate average salary by contribution assumption: employee only about $258,320 at 4% or $172,213 at 6%; with 50% employer match about $172,213 at 4% or $114,809 at 6%; with 100% employer match about $129,160 at 4% or $86,107 at 6%.
2018110$617,891$313,439$31,344iApproximate average salary by contribution assumption: employee only about $783,598 at 4% or $522,398 at 6%; with 50% employer match about $522,398 at 4% or $348,266 at 6%; with 100% employer match about $391,799 at 4% or $261,199 at 6%.
Old North State Wealth Management LLC Employees' 401(K) Profit Sharing Plan & Trust-10$617,891$313,439$31,344iApproximate average salary by contribution assumption: employee only about $783,598 at 4% or $522,398 at 6%; with 50% employer match about $522,398 at 4% or $348,266 at 6%; with 100% employer match about $391,799 at 4% or $261,199 at 6%.
2017112$365,516$102,380$8,532iApproximate average salary by contribution assumption: employee only about $213,292 at 4% or $142,194 at 6%; with 50% employer match about $142,194 at 4% or $94,796 at 6%; with 100% employer match about $106,646 at 4% or $71,097 at 6%.
Old North State Wealth Management LLC Employees' 401(K) Profit Sharing Plan & Trust-12$365,516$102,380$8,532iApproximate average salary by contribution assumption: employee only about $213,292 at 4% or $142,194 at 6%; with 50% employer match about $142,194 at 4% or $94,796 at 6%; with 100% employer match about $106,646 at 4% or $71,097 at 6%.
2016110$214,232$53,979$5,398iApproximate average salary by contribution assumption: employee only about $134,948 at 4% or $89,965 at 6%; with 50% employer match about $89,965 at 4% or $59,977 at 6%; with 100% employer match about $67,474 at 4% or $44,983 at 6%.
Old North State Wealth Management LLC Employees' 401(K) Profit Sharing Plan & Trust-10$214,232$53,979$5,398iApproximate average salary by contribution assumption: employee only about $134,948 at 4% or $89,965 at 6%; with 50% employer match about $89,965 at 4% or $59,977 at 6%; with 100% employer match about $67,474 at 4% or $44,983 at 6%.
201514$143,483$32,706$8,177iApproximate average salary by contribution assumption: employee only about $204,413 at 4% or $136,275 at 6%; with 50% employer match about $136,275 at 4% or $90,850 at 6%; with 100% employer match about $102,206 at 4% or $68,138 at 6%.
Old North State Wealth Management LLC Employees' 401(K) Profit Sharing Plan & Trust-4$143,483$32,706$8,177iApproximate average salary by contribution assumption: employee only about $204,413 at 4% or $136,275 at 6%; with 50% employer match about $136,275 at 4% or $90,850 at 6%; with 100% employer match about $102,206 at 4% or $68,138 at 6%.
201418$155,180$35,897$4,487iApproximate average salary by contribution assumption: employee only about $112,178 at 4% or $74,785 at 6%; with 50% employer match about $74,785 at 4% or $49,857 at 6%; with 100% employer match about $56,089 at 4% or $37,393 at 6%.
Old North State Wealth Management LLC Employees' 401(K) Profit Sharing Plan & Trust-8$155,180$35,897$4,487iApproximate average salary by contribution assumption: employee only about $112,178 at 4% or $74,785 at 6%; with 50% employer match about $74,785 at 4% or $49,857 at 6%; with 100% employer match about $56,089 at 4% or $37,393 at 6%.
201317$109,114$32,540$4,649iApproximate average salary by contribution assumption: employee only about $116,214 at 4% or $77,476 at 6%; with 50% employer match about $77,476 at 4% or $51,651 at 6%; with 100% employer match about $58,107 at 4% or $38,738 at 6%.
Old North State Wealth Management LLC Employees' 401(K) Profit Sharing Plan & Trust-7$109,114$32,540$4,649iApproximate average salary by contribution assumption: employee only about $116,214 at 4% or $77,476 at 6%; with 50% employer match about $77,476 at 4% or $51,651 at 6%; with 100% employer match about $58,107 at 4% or $38,738 at 6%.
2012111$286,750$25,875$2,352iApproximate average salary by contribution assumption: employee only about $58,807 at 4% or $39,205 at 6%; with 50% employer match about $39,205 at 4% or $26,136 at 6%; with 100% employer match about $29,403 at 4% or $19,602 at 6%.
Old North State Wealth Management LLC Employees' 401(K) Profit Sharing Plan & Trust-11$286,750$25,875$2,352iApproximate average salary by contribution assumption: employee only about $58,807 at 4% or $39,205 at 6%; with 50% employer match about $39,205 at 4% or $26,136 at 6%; with 100% employer match about $29,403 at 4% or $19,602 at 6%.
2011114$308,945$11,251$804iApproximate average salary by contribution assumption: employee only about $20,091 at 4% or $13,394 at 6%; with 50% employer match about $13,394 at 4% or $8,929 at 6%; with 100% employer match about $10,046 at 4% or $6,697 at 6%.
Old North State Wealth Management LLC Employees' 401(K) Profit Sharing Plan & Trust-14$308,945$11,251$804iApproximate average salary by contribution assumption: employee only about $20,091 at 4% or $13,394 at 6%; with 50% employer match about $13,394 at 4% or $8,929 at 6%; with 100% employer match about $10,046 at 4% or $6,697 at 6%.
2010114$319,133$60,580$4,327iApproximate average salary by contribution assumption: employee only about $108,179 at 4% or $72,119 at 6%; with 50% employer match about $72,119 at 4% or $48,079 at 6%; with 100% employer match about $54,089 at 4% or $36,060 at 6%.
Old North State Wealth Management LLC Employees' 401(K) Profit Sharing Plan & Trust-14$319,133$60,580$4,327iApproximate average salary by contribution assumption: employee only about $108,179 at 4% or $72,119 at 6%; with 50% employer match about $72,119 at 4% or $48,079 at 6%; with 100% employer match about $54,089 at 4% or $36,060 at 6%.
2009110$282,149$117,822$11,782iApproximate average salary by contribution assumption: employee only about $294,555 at 4% or $196,370 at 6%; with 50% employer match about $196,370 at 4% or $130,913 at 6%; with 100% employer match about $147,278 at 4% or $98,185 at 6%.
Old North State Wealth Management LLC Employees' 401(K) Profit Sharing Plan & Trust-10$282,149$117,822$11,782iApproximate average salary by contribution assumption: employee only about $294,555 at 4% or $196,370 at 6%; with 50% employer match about $196,370 at 4% or $130,913 at 6%; with 100% employer match about $147,278 at 4% or $98,185 at 6%.