Civic Intelligence

Lincoln Derr PLLC

Plan context: Lincoln Derr PLLC 401(K) Plan

EIN 27-0708390 • Charlotte, NC • 15 filings • 2 plans

4350 Congress St, Ste 575Charlotte, NC 28209
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$3,254,613

2024 Contributions

$266,082

Historical Graphs

Total Assets Over Time

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

$3,254,613$1,627,307$0201020172024YearValue
$3,254,613Latest year 2024

Participants Over Time

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

1470201020172024YearValue
13Latest 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
2024113$3,254,613$266,082$20,468iApproximate average salary by contribution assumption: employee only about $511,696 at 4% or $341,131 at 6%; with 50% employer match about $341,131 at 4% or $227,421 at 6%; with 100% employer match about $255,848 at 4% or $170,565 at 6%.
Lincoln Derr PLLC 401(K) Plan-13$3,254,613$266,082$20,468iApproximate average salary by contribution assumption: employee only about $511,696 at 4% or $341,131 at 6%; with 50% employer match about $341,131 at 4% or $227,421 at 6%; with 100% employer match about $255,848 at 4% or $170,565 at 6%.
2023114$2,699,690$251,360$17,954iApproximate average salary by contribution assumption: employee only about $448,857 at 4% or $299,238 at 6%; with 50% employer match about $299,238 at 4% or $199,492 at 6%; with 100% employer match about $224,429 at 4% or $149,619 at 6%.
Lincoln Derr PLLC 401(K) Plan-14$2,699,690$251,360$17,954iApproximate average salary by contribution assumption: employee only about $448,857 at 4% or $299,238 at 6%; with 50% employer match about $299,238 at 4% or $199,492 at 6%; with 100% employer match about $224,429 at 4% or $149,619 at 6%.
2022112$2,071,105$199,870$16,656iApproximate average salary by contribution assumption: employee only about $416,396 at 4% or $277,597 at 6%; with 50% employer match about $277,597 at 4% or $185,065 at 6%; with 100% employer match about $208,198 at 4% or $138,799 at 6%.
Lincoln Derr PLLC 401(K) Plan-12$2,071,105$199,870$16,656iApproximate average salary by contribution assumption: employee only about $416,396 at 4% or $277,597 at 6%; with 50% employer match about $277,597 at 4% or $185,065 at 6%; with 100% employer match about $208,198 at 4% or $138,799 at 6%.
2021114$2,418,434$217,127$15,509iApproximate average salary by contribution assumption: employee only about $387,727 at 4% or $258,485 at 6%; with 50% employer match about $258,485 at 4% or $172,323 at 6%; with 100% employer match about $193,863 at 4% or $129,242 at 6%.
Lincoln Derr PLLC 401(K) Plan-14$2,418,434$217,127$15,509iApproximate average salary by contribution assumption: employee only about $387,727 at 4% or $258,485 at 6%; with 50% employer match about $258,485 at 4% or $172,323 at 6%; with 100% employer match about $193,863 at 4% or $129,242 at 6%.
2020113$1,915,216$216,019$16,617iApproximate average salary by contribution assumption: employee only about $415,421 at 4% or $276,947 at 6%; with 50% employer match about $276,947 at 4% or $184,632 at 6%; with 100% employer match about $207,711 at 4% or $138,474 at 6%.
Lincoln Derr PLLC 401(K) Plan-13$1,915,216$216,019$16,617iApproximate average salary by contribution assumption: employee only about $415,421 at 4% or $276,947 at 6%; with 50% employer match about $276,947 at 4% or $184,632 at 6%; with 100% employer match about $207,711 at 4% or $138,474 at 6%.
2019112$1,573,092$228,756$19,063iApproximate average salary by contribution assumption: employee only about $476,575 at 4% or $317,717 at 6%; with 50% employer match about $317,717 at 4% or $211,811 at 6%; with 100% employer match about $238,288 at 4% or $158,858 at 6%.
Lincoln Derr PLLC 401(K) Plan-12$1,573,092$228,756$19,063iApproximate average salary by contribution assumption: employee only about $476,575 at 4% or $317,717 at 6%; with 50% employer match about $317,717 at 4% or $211,811 at 6%; with 100% employer match about $238,288 at 4% or $158,858 at 6%.
2018111$1,084,405$100,127$9,102iApproximate average salary by contribution assumption: employee only about $227,561 at 4% or $151,708 at 6%; with 50% employer match about $151,708 at 4% or $101,138 at 6%; with 100% employer match about $113,781 at 4% or $75,854 at 6%.
Lincoln Derr PLLC 401(K) Plan-11$1,084,405$100,127$9,102iApproximate average salary by contribution assumption: employee only about $227,561 at 4% or $151,708 at 6%; with 50% employer match about $151,708 at 4% or $101,138 at 6%; with 100% employer match about $113,781 at 4% or $75,854 at 6%.
201718$1,104,193$125,015$15,627iApproximate average salary by contribution assumption: employee only about $390,672 at 4% or $260,448 at 6%; with 50% employer match about $260,448 at 4% or $173,632 at 6%; with 100% employer match about $195,336 at 4% or $130,224 at 6%.
Lincoln Derr PLLC 401(K) Plan-8$1,104,193$125,015$15,627iApproximate average salary by contribution assumption: employee only about $390,672 at 4% or $260,448 at 6%; with 50% employer match about $260,448 at 4% or $173,632 at 6%; with 100% employer match about $195,336 at 4% or $130,224 at 6%.
201619$952,443$157,479$17,498iApproximate average salary by contribution assumption: employee only about $437,442 at 4% or $291,628 at 6%; with 50% employer match about $291,628 at 4% or $194,419 at 6%; with 100% employer match about $218,721 at 4% or $145,814 at 6%.
Lincoln Derr PLLC 401(K) Plan-9$952,443$157,479$17,498iApproximate average salary by contribution assumption: employee only about $437,442 at 4% or $291,628 at 6%; with 50% employer match about $291,628 at 4% or $194,419 at 6%; with 100% employer match about $218,721 at 4% or $145,814 at 6%.
2015110$750,490$161,120$16,112iApproximate average salary by contribution assumption: employee only about $402,800 at 4% or $268,533 at 6%; with 50% employer match about $268,533 at 4% or $179,022 at 6%; with 100% employer match about $201,400 at 4% or $134,267 at 6%.
Lincoln Derr PLLC 401(K) Plan-10$750,490$161,120$16,112iApproximate average salary by contribution assumption: employee only about $402,800 at 4% or $268,533 at 6%; with 50% employer match about $268,533 at 4% or $179,022 at 6%; with 100% employer match about $201,400 at 4% or $134,267 at 6%.
2014112$619,126$217,844$18,154iApproximate average salary by contribution assumption: employee only about $453,842 at 4% or $302,561 at 6%; with 50% employer match about $302,561 at 4% or $201,707 at 6%; with 100% employer match about $226,921 at 4% or $151,281 at 6%.
Lincoln Derr PLLC 401(K) Plan-12$619,126$217,844$18,154iApproximate average salary by contribution assumption: employee only about $453,842 at 4% or $302,561 at 6%; with 50% employer match about $302,561 at 4% or $201,707 at 6%; with 100% employer match about $226,921 at 4% or $151,281 at 6%.
201318$377,940$133,937$16,742iApproximate average salary by contribution assumption: employee only about $418,553 at 4% or $279,035 at 6%; with 50% employer match about $279,035 at 4% or $186,024 at 6%; with 100% employer match about $209,277 at 4% or $139,518 at 6%.
Lincoln Derr PLLC 401(K) Plan-8$377,940$133,937$16,742iApproximate average salary by contribution assumption: employee only about $418,553 at 4% or $279,035 at 6%; with 50% employer match about $279,035 at 4% or $186,024 at 6%; with 100% employer match about $209,277 at 4% or $139,518 at 6%.
201218$235,222$85,953$10,744iApproximate average salary by contribution assumption: employee only about $268,603 at 4% or $179,069 at 6%; with 50% employer match about $179,069 at 4% or $119,379 at 6%; with 100% employer match about $134,302 at 4% or $89,534 at 6%.
Lincoln Derr PLLC 401(K) Plan-8$235,222$85,953$10,744iApproximate average salary by contribution assumption: employee only about $268,603 at 4% or $179,069 at 6%; with 50% employer match about $179,069 at 4% or $119,379 at 6%; with 100% employer match about $134,302 at 4% or $89,534 at 6%.
201115$134,547$68,449$13,690iApproximate average salary by contribution assumption: employee only about $342,245 at 4% or $228,163 at 6%; with 50% employer match about $228,163 at 4% or $152,109 at 6%; with 100% employer match about $171,123 at 4% or $114,082 at 6%.
Lincoln Derr PLLC 401(K) Plan-5$134,547$68,449$13,690iApproximate average salary by contribution assumption: employee only about $342,245 at 4% or $228,163 at 6%; with 50% employer match about $228,163 at 4% or $152,109 at 6%; with 100% employer match about $171,123 at 4% or $114,082 at 6%.
201014$66,251$63,377$15,844iApproximate average salary by contribution assumption: employee only about $396,106 at 4% or $264,071 at 6%; with 50% employer match about $264,071 at 4% or $176,047 at 6%; with 100% employer match about $198,053 at 4% or $132,035 at 6%.
Lincoln Derr PLLC 401(K) Plan-4$66,251$63,377$15,844iApproximate average salary by contribution assumption: employee only about $396,106 at 4% or $264,071 at 6%; with 50% employer match about $264,071 at 4% or $176,047 at 6%; with 100% employer match about $198,053 at 4% or $132,035 at 6%.