Civic Intelligence

Puma & Associates Realty Inc.

Plan context: Puma & Associates Realty Inc 401(K) Profit Sharing Plan & Trust

EIN 27-0049241 • Cornelius, NC • 16 filings • 5 plans

18716 W. Catawba AvenueCornelius, NC 28031
Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$2,184,003

2024 Contributions

$329,342

Historical Graphs

Total Assets Over Time

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

$2,184,003$1,092,002$0201520202024YearValue
$2,184,003Latest year 2024

Participants Over Time

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

23120201520202024YearValue
19Latest 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
2024219$2,184,003$329,342$17,334iApproximate average salary by contribution assumption: employee only about $433,345 at 4% or $288,896 at 6%; with 50% employer match about $288,896 at 4% or $192,598 at 6%; with 100% employer match about $216,672 at 4% or $144,448 at 6%.
Puma & Associates Realty Inc 401(K) Profit Sharing Plan & Trust-19$1,671,125$286,283$15,068iApproximate average salary by contribution assumption: employee only about $376,688 at 4% or $251,125 at 6%; with 50% employer match about $251,125 at 4% or $167,417 at 6%; with 100% employer match about $188,344 at 4% or $125,563 at 6%.
Puma & Associates Inc. Cash Balance Plan-8$512,878$43,059$5,382iApproximate average salary by contribution assumption: employee only about $134,559 at 4% or $89,706 at 6%; with 50% employer match about $89,706 at 4% or $59,804 at 6%; with 100% employer match about $67,280 at 4% or $44,853 at 6%.
2023220$1,670,455$211,714$10,586iApproximate average salary by contribution assumption: employee only about $264,643 at 4% or $176,428 at 6%; with 50% employer match about $176,428 at 4% or $117,619 at 6%; with 100% employer match about $132,321 at 4% or $88,214 at 6%.
Puma & Associates Realty Inc 401(K) Profit Sharing Plan & Trust-20$1,239,753$138,279$6,914iApproximate average salary by contribution assumption: employee only about $172,849 at 4% or $115,233 at 6%; with 50% employer match about $115,233 at 4% or $76,822 at 6%; with 100% employer match about $86,424 at 4% or $57,616 at 6%.
Puma & Associates Inc. Cash Balance Plan-8$430,702$73,435$9,179iApproximate average salary by contribution assumption: employee only about $229,484 at 4% or $152,990 at 6%; with 50% employer match about $152,990 at 4% or $101,993 at 6%; with 100% employer match about $114,742 at 4% or $76,495 at 6%.
2022222$1,243,386$236,261$10,739iApproximate average salary by contribution assumption: employee only about $268,478 at 4% or $178,986 at 6%; with 50% employer match about $178,986 at 4% or $119,324 at 6%; with 100% employer match about $134,239 at 4% or $89,493 at 6%.
Puma & Associates Realty Inc 401(K) Profit Sharing Plan & Trust-22$917,602$136,261$6,194iApproximate average salary by contribution assumption: employee only about $154,842 at 4% or $103,228 at 6%; with 50% employer match about $103,228 at 4% or $68,819 at 6%; with 100% employer match about $77,421 at 4% or $51,614 at 6%.
Puma & Associates Inc. Cash Balance Plan-9$325,784$100,000$11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%.
2021223$1,243,804$211,245$9,185iApproximate average salary by contribution assumption: employee only about $229,614 at 4% or $153,076 at 6%; with 50% employer match about $153,076 at 4% or $102,051 at 6%; with 100% employer match about $114,807 at 4% or $76,538 at 6%.
Puma & Associates Realty Inc 401(K) Profit Sharing Plan & Trust-23$984,133$131,245$5,706iApproximate average salary by contribution assumption: employee only about $142,658 at 4% or $95,105 at 6%; with 50% employer match about $95,105 at 4% or $63,403 at 6%; with 100% employer match about $71,329 at 4% or $47,553 at 6%.
Puma & Associates Inc. Cash Balance Plan-9$259,671$80,000$8,889iApproximate average salary by contribution assumption: employee only about $222,222 at 4% or $148,148 at 6%; with 50% employer match about $148,148 at 4% or $98,765 at 6%; with 100% employer match about $111,111 at 4% or $74,074 at 6%.
2020221$901,820$257,069$12,241iApproximate average salary by contribution assumption: employee only about $306,035 at 4% or $204,023 at 6%; with 50% employer match about $204,023 at 4% or $136,015 at 6%; with 100% employer match about $153,017 at 4% or $102,012 at 6%.
Puma & Associates Realty Inc 401(K) Profit Sharing Plan & Trust-21$731,817$174,409$8,305iApproximate average salary by contribution assumption: employee only about $207,630 at 4% or $138,420 at 6%; with 50% employer match about $138,420 at 4% or $92,280 at 6%; with 100% employer match about $103,815 at 4% or $69,210 at 6%.
Puma & Associates Inc. Cash Balance Plan-10$170,003$82,660$8,266iApproximate average salary by contribution assumption: employee only about $206,650 at 4% or $137,767 at 6%; with 50% employer match about $137,767 at 4% or $91,844 at 6%; with 100% employer match about $103,325 at 4% or $68,883 at 6%.
2019220$594,535$278,489$13,924iApproximate average salary by contribution assumption: employee only about $348,111 at 4% or $232,074 at 6%; with 50% employer match about $232,074 at 4% or $154,716 at 6%; with 100% employer match about $174,056 at 4% or $116,037 at 6%.
Puma & Associates Realty Inc 401(K) Profit Sharing Plan & Trust-20$507,723$191,677$9,584iApproximate average salary by contribution assumption: employee only about $239,596 at 4% or $159,731 at 6%; with 50% employer match about $159,731 at 4% or $106,487 at 6%; with 100% employer match about $119,798 at 4% or $79,865 at 6%.
Puma & Associates Inc. Cash Balance Plan-15$86,812$86,812$5,787iApproximate average salary by contribution assumption: employee only about $144,687 at 4% or $96,458 at 6%; with 50% employer match about $96,458 at 4% or $64,305 at 6%; with 100% employer match about $72,343 at 4% or $48,229 at 6%.
2018112$263,701$91,055$7,588iApproximate average salary by contribution assumption: employee only about $189,698 at 4% or $126,465 at 6%; with 50% employer match about $126,465 at 4% or $84,310 at 6%; with 100% employer match about $94,849 at 4% or $63,233 at 6%.
Puma & Associates Realty Inc 401(K) Profit Sharing Plan & Trust-12$263,701$91,055$7,588iApproximate average salary by contribution assumption: employee only about $189,698 at 4% or $126,465 at 6%; with 50% employer match about $126,465 at 4% or $84,310 at 6%; with 100% employer match about $94,849 at 4% or $63,233 at 6%.
2017111$209,685$54,713$4,974iApproximate average salary by contribution assumption: employee only about $124,348 at 4% or $82,898 at 6%; with 50% employer match about $82,898 at 4% or $55,266 at 6%; with 100% employer match about $62,174 at 4% or $41,449 at 6%.
Puma & Associates Realty Inc 401(K) Profit Sharing Plan & Trust-11$209,685$54,713$4,974iApproximate average salary by contribution assumption: employee only about $124,348 at 4% or $82,898 at 6%; with 50% employer match about $82,898 at 4% or $55,266 at 6%; with 100% employer match about $62,174 at 4% or $41,449 at 6%.
2016114$138,859$61,303$4,379iApproximate average salary by contribution assumption: employee only about $109,470 at 4% or $72,980 at 6%; with 50% employer match about $72,980 at 4% or $48,653 at 6%; with 100% employer match about $54,735 at 4% or $36,490 at 6%.
Puma & Associates Realty Inc 401(K) Profit Sharing Plan & Trust-14$138,859$61,303$4,379iApproximate average salary by contribution assumption: employee only about $109,470 at 4% or $72,980 at 6%; with 50% employer match about $72,980 at 4% or $48,653 at 6%; with 100% employer match about $54,735 at 4% or $36,490 at 6%.
201514$67,628$67,701$16,925iApproximate average salary by contribution assumption: employee only about $423,131 at 4% or $282,088 at 6%; with 50% employer match about $282,088 at 4% or $188,058 at 6%; with 100% employer match about $211,566 at 4% or $141,044 at 6%.
Puma & Associates Realty Inc 401(K) Profit Sharing Plan & Trust-4$67,628$67,701$16,925iApproximate average salary by contribution assumption: employee only about $423,131 at 4% or $282,088 at 6%; with 50% employer match about $282,088 at 4% or $188,058 at 6%; with 100% employer match about $211,566 at 4% or $141,044 at 6%.