Percival Partners LLC
Plan context: Percival Partners 401 K Profit Sharing Plan Trust
EIN 35-2252046 • Charlotte, NC • 4 filings • 2 plans
Current Snapshot
Latest Year
2019
2019 Participants
4
2019 Assets
$168,815
2019 Contributions
$33,112
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2019 | 1 | 4 | $168,815 | $33,112 | $8,278iApproximate average salary by contribution assumption: employee only about $206,950 at 4% or $137,967 at 6%; with 50% employer match about $137,967 at 4% or $91,978 at 6%; with 100% employer match about $103,475 at 4% or $68,983 at 6%. |
| Percival Partners 401 K Profit Sharing Plan Trust | - | 4 | $168,815 | $33,112 | $8,278iApproximate average salary by contribution assumption: employee only about $206,950 at 4% or $137,967 at 6%; with 50% employer match about $137,967 at 4% or $91,978 at 6%; with 100% employer match about $103,475 at 4% or $68,983 at 6%. |
| 2018 | 1 | 5 | $134,431 | $68,404 | $13,681iApproximate average salary by contribution assumption: employee only about $342,020 at 4% or $228,013 at 6%; with 50% employer match about $228,013 at 4% or $152,009 at 6%; with 100% employer match about $171,010 at 4% or $114,007 at 6%. |
| Percival Partners 401 K Profit Sharing Plan Trust | - | 5 | $134,431 | $68,404 | $13,681iApproximate average salary by contribution assumption: employee only about $342,020 at 4% or $228,013 at 6%; with 50% employer match about $228,013 at 4% or $152,009 at 6%; with 100% employer match about $171,010 at 4% or $114,007 at 6%. |
| 2017 | 1 | 4 | $111,981 | $55,924 | $13,981iApproximate average salary by contribution assumption: employee only about $349,525 at 4% or $233,017 at 6%; with 50% employer match about $233,017 at 4% or $155,344 at 6%; with 100% employer match about $174,763 at 4% or $116,508 at 6%. |
| Percival Partners 401 K Profit Sharing Plan Trust | - | 4 | $111,981 | $55,924 | $13,981iApproximate average salary by contribution assumption: employee only about $349,525 at 4% or $233,017 at 6%; with 50% employer match about $233,017 at 4% or $155,344 at 6%; with 100% employer match about $174,763 at 4% or $116,508 at 6%. |
| 2016 | 1 | 5 | $35,713 | $35,423 | $7,085iApproximate average salary by contribution assumption: employee only about $177,115 at 4% or $118,077 at 6%; with 50% employer match about $118,077 at 4% or $78,718 at 6%; with 100% employer match about $88,558 at 4% or $59,038 at 6%. |
| Percival Partners 401 K Profit Sharing Plan Trust | - | 5 | $35,713 | $35,423 | $7,085iApproximate average salary by contribution assumption: employee only about $177,115 at 4% or $118,077 at 6%; with 50% employer match about $118,077 at 4% or $78,718 at 6%; with 100% employer match about $88,558 at 4% or $59,038 at 6%. |