Civic Intelligence

Theorem Geo Associates LLC

Plan context: Theorem Geo Associates LLC 401(K) Plan

EIN 27-2041666 • Charlotte, NC • 8 filings • 1 plans

120 Greenwich RoadSte DCharlotte, NC 28211
Current Snapshot

Latest Year

2022

2022 Participants

31

2022 Assets

$963,308

2022 Contributions

$204,768

Historical Graphs

Total Assets Over Time

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

$970,883$485,442$0201520192022YearValue
$963,308Latest year 2022

Participants Over Time

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

31160201520192022YearValue
31Latest 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
2022131$963,308$204,768$6,605iApproximate average salary by contribution assumption: employee only about $165,135 at 4% or $110,090 at 6%; with 50% employer match about $110,090 at 4% or $73,394 at 6%; with 100% employer match about $82,568 at 4% or $55,045 at 6%.
Theorem Geo Associates LLC 401(K) Plan-31$963,308$204,768$6,605iApproximate average salary by contribution assumption: employee only about $165,135 at 4% or $110,090 at 6%; with 50% employer match about $110,090 at 4% or $73,394 at 6%; with 100% employer match about $82,568 at 4% or $55,045 at 6%.
2021128$970,883$229,435$8,194iApproximate average salary by contribution assumption: employee only about $204,853 at 4% or $136,568 at 6%; with 50% employer match about $136,568 at 4% or $91,046 at 6%; with 100% employer match about $102,426 at 4% or $68,284 at 6%.
Theorem Geo Associates LLC 401(K) Plan-28$970,883$229,435$8,194iApproximate average salary by contribution assumption: employee only about $204,853 at 4% or $136,568 at 6%; with 50% employer match about $136,568 at 4% or $91,046 at 6%; with 100% employer match about $102,426 at 4% or $68,284 at 6%.
2020129$749,442$190,019$6,552iApproximate average salary by contribution assumption: employee only about $163,809 at 4% or $109,206 at 6%; with 50% employer match about $109,206 at 4% or $72,804 at 6%; with 100% employer match about $81,905 at 4% or $54,603 at 6%.
Theorem Geo Associates LLC 401(K) Plan-29$749,442$190,019$6,552iApproximate average salary by contribution assumption: employee only about $163,809 at 4% or $109,206 at 6%; with 50% employer match about $109,206 at 4% or $72,804 at 6%; with 100% employer match about $81,905 at 4% or $54,603 at 6%.
2019127$527,368$142,217$5,267iApproximate average salary by contribution assumption: employee only about $131,682 at 4% or $87,788 at 6%; with 50% employer match about $87,788 at 4% or $58,526 at 6%; with 100% employer match about $65,841 at 4% or $43,894 at 6%.
Theorem Geo Associates LLC 401(K) Plan-27$527,368$142,217$5,267iApproximate average salary by contribution assumption: employee only about $131,682 at 4% or $87,788 at 6%; with 50% employer match about $87,788 at 4% or $58,526 at 6%; with 100% employer match about $65,841 at 4% or $43,894 at 6%.
2018122$312,314$109,662$4,985iApproximate average salary by contribution assumption: employee only about $124,616 at 4% or $83,077 at 6%; with 50% employer match about $83,077 at 4% or $55,385 at 6%; with 100% employer match about $62,308 at 4% or $41,539 at 6%.
Theorem Geo Associates LLC 401(K) Plan-22$312,314$109,662$4,985iApproximate average salary by contribution assumption: employee only about $124,616 at 4% or $83,077 at 6%; with 50% employer match about $83,077 at 4% or $55,385 at 6%; with 100% employer match about $62,308 at 4% or $41,539 at 6%.
2017116$270,569$88,131$5,508iApproximate average salary by contribution assumption: employee only about $137,705 at 4% or $91,803 at 6%; with 50% employer match about $91,803 at 4% or $61,202 at 6%; with 100% employer match about $68,852 at 4% or $45,902 at 6%.
Theorem Geo Associates LLC 401(K) Plan-16$270,569$88,131$5,508iApproximate average salary by contribution assumption: employee only about $137,705 at 4% or $91,803 at 6%; with 50% employer match about $91,803 at 4% or $61,202 at 6%; with 100% employer match about $68,852 at 4% or $45,902 at 6%.
2016113$152,045$88,309$6,793iApproximate average salary by contribution assumption: employee only about $169,825 at 4% or $113,217 at 6%; with 50% employer match about $113,217 at 4% or $75,478 at 6%; with 100% employer match about $84,913 at 4% or $56,608 at 6%.
Theorem Geo Associates LLC 401(K) Plan-13$152,045$88,309$6,793iApproximate average salary by contribution assumption: employee only about $169,825 at 4% or $113,217 at 6%; with 50% employer match about $113,217 at 4% or $75,478 at 6%; with 100% employer match about $84,913 at 4% or $56,608 at 6%.
201519$65,593$67,517$7,502iApproximate average salary by contribution assumption: employee only about $187,547 at 4% or $125,031 at 6%; with 50% employer match about $125,031 at 4% or $83,354 at 6%; with 100% employer match about $93,774 at 4% or $62,516 at 6%.
Theorem Geo Associates LLC 401(K) Plan-9$65,593$67,517$7,502iApproximate average salary by contribution assumption: employee only about $187,547 at 4% or $125,031 at 6%; with 50% employer match about $125,031 at 4% or $83,354 at 6%; with 100% employer match about $93,774 at 4% or $62,516 at 6%.