Civic Intelligence

Jennifer Tolley

Plan context: Brandsymbol Inc 401 K Profit Sharing Plan Trust

EIN 27-4358261 • Charlotte, NC • 9 filings • 3 plans

5950 Fairview Road Suite 404Charlotte, NC 28210
Current Snapshot

Latest Year

2024

2024 Participants

33

2024 Assets

$559,716

2024 Contributions

$106,851

Historical Graphs

Total Assets Over Time

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

$559,716$279,858$0201620202024YearValue
$559,716Latest year 2024

Participants Over Time

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

36180201620202024YearValue
33Latest 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
2024133$559,716$106,851$3,238iApproximate average salary by contribution assumption: employee only about $80,948 at 4% or $53,965 at 6%; with 50% employer match about $53,965 at 4% or $35,977 at 6%; with 100% employer match about $40,474 at 4% or $26,983 at 6%.
Brandsymbol Inc 401 K Profit Sharing Plan Trust-33$559,716$106,851$3,238iApproximate average salary by contribution assumption: employee only about $80,948 at 4% or $53,965 at 6%; with 50% employer match about $53,965 at 4% or $35,977 at 6%; with 100% employer match about $40,474 at 4% or $26,983 at 6%.
2023134$432,470$94,550$2,781iApproximate average salary by contribution assumption: employee only about $69,522 at 4% or $46,348 at 6%; with 50% employer match about $46,348 at 4% or $30,899 at 6%; with 100% employer match about $34,761 at 4% or $23,174 at 6%.
Brandsymbol Inc 401 K Profit Sharing Plan Trust-34$432,470$94,550$2,781iApproximate average salary by contribution assumption: employee only about $69,522 at 4% or $46,348 at 6%; with 50% employer match about $46,348 at 4% or $30,899 at 6%; with 100% employer match about $34,761 at 4% or $23,174 at 6%.
2022136$351,600$73,950$2,054iApproximate average salary by contribution assumption: employee only about $51,354 at 4% or $34,236 at 6%; with 50% employer match about $34,236 at 4% or $22,824 at 6%; with 100% employer match about $25,677 at 4% or $17,118 at 6%.
Brandsymbol Inc 401 K Profit Sharing Plan Trust-36$351,600$73,950$2,054iApproximate average salary by contribution assumption: employee only about $51,354 at 4% or $34,236 at 6%; with 50% employer match about $34,236 at 4% or $22,824 at 6%; with 100% employer match about $25,677 at 4% or $17,118 at 6%.
2021130$328,358$66,037$2,201iApproximate average salary by contribution assumption: employee only about $55,031 at 4% or $36,687 at 6%; with 50% employer match about $36,687 at 4% or $24,458 at 6%; with 100% employer match about $27,515 at 4% or $18,344 at 6%.
Brandsymbol Inc 401 K Profit Sharing Plan Trust-30$328,358$66,037$2,201iApproximate average salary by contribution assumption: employee only about $55,031 at 4% or $36,687 at 6%; with 50% employer match about $36,687 at 4% or $24,458 at 6%; with 100% employer match about $27,515 at 4% or $18,344 at 6%.
2020127$226,254$55,328$2,049iApproximate average salary by contribution assumption: employee only about $51,230 at 4% or $34,153 at 6%; with 50% employer match about $34,153 at 4% or $22,769 at 6%; with 100% employer match about $25,615 at 4% or $17,077 at 6%.
Brandsymbol Inc 401 K Profit Sharing Plan Trust-27$226,254$55,328$2,049iApproximate average salary by contribution assumption: employee only about $51,230 at 4% or $34,153 at 6%; with 50% employer match about $34,153 at 4% or $22,769 at 6%; with 100% employer match about $25,615 at 4% or $17,077 at 6%.
2019122$145,840$39,525$1,797iApproximate average salary by contribution assumption: employee only about $44,915 at 4% or $29,943 at 6%; with 50% employer match about $29,943 at 4% or $19,962 at 6%; with 100% employer match about $22,457 at 4% or $14,972 at 6%.
Brandsymbol Inc 401 K Profit Sharing Plan Trust-22$145,840$39,525$1,797iApproximate average salary by contribution assumption: employee only about $44,915 at 4% or $29,943 at 6%; with 50% employer match about $29,943 at 4% or $19,962 at 6%; with 100% employer match about $22,457 at 4% or $14,972 at 6%.
2018120$91,486$23,669$1,183iApproximate average salary by contribution assumption: employee only about $29,586 at 4% or $19,724 at 6%; with 50% employer match about $19,724 at 4% or $13,149 at 6%; with 100% employer match about $14,793 at 4% or $9,862 at 6%.
Brandsymbol Inc 401 K Profit Sharing Plan Trust-20$91,486$23,669$1,183iApproximate average salary by contribution assumption: employee only about $29,586 at 4% or $19,724 at 6%; with 50% employer match about $19,724 at 4% or $13,149 at 6%; with 100% employer match about $14,793 at 4% or $9,862 at 6%.
2017118$114,834$55,112$3,062iApproximate average salary by contribution assumption: employee only about $76,544 at 4% or $51,030 at 6%; with 50% employer match about $51,030 at 4% or $34,020 at 6%; with 100% employer match about $38,272 at 4% or $25,515 at 6%.
Brandsymbol Inc 401 K Profit Sharing Plan Trust-18$114,834$55,112$3,062iApproximate average salary by contribution assumption: employee only about $76,544 at 4% or $51,030 at 6%; with 50% employer match about $51,030 at 4% or $34,020 at 6%; with 100% employer match about $38,272 at 4% or $25,515 at 6%.
2016115$47,032$46,181$3,079iApproximate average salary by contribution assumption: employee only about $76,968 at 4% or $51,312 at 6%; with 50% employer match about $51,312 at 4% or $34,208 at 6%; with 100% employer match about $38,484 at 4% or $25,656 at 6%.
Brandsymbol Inc 401 K Profit Sharing Plan Trust-15$47,032$46,181$3,079iApproximate average salary by contribution assumption: employee only about $76,968 at 4% or $51,312 at 6%; with 50% employer match about $51,312 at 4% or $34,208 at 6%; with 100% employer match about $38,484 at 4% or $25,656 at 6%.