Civic Intelligence

Messer Financial Group

Plan context: Messer Financial Group 401(K) Plan

EIN 36-4553201 • Charlotte, NC • 5 filings • 1 plans

2401 Sardis Rd. NSuite 110Charlotte, NC 28227
Current Snapshot

Latest Year

2024

2024 Participants

141

2024 Assets

$4,610,693

2024 Contributions

$1,742,890

Historical Graphs

Total Assets Over Time

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

$4,610,693$2,305,347$0202020222024YearValue
$4,610,693Latest year 2024

Participants Over Time

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

141710202020222024YearValue
141Latest 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
20241141$4,610,693$1,742,890$12,361iApproximate average salary by contribution assumption: employee only about $309,023 at 4% or $206,015 at 6%; with 50% employer match about $206,015 at 4% or $137,344 at 6%; with 100% employer match about $154,512 at 4% or $103,008 at 6%.
Messer Financial Group 401(K) Plan-141$4,610,693$1,742,890$12,361iApproximate average salary by contribution assumption: employee only about $309,023 at 4% or $206,015 at 6%; with 50% employer match about $206,015 at 4% or $137,344 at 6%; with 100% employer match about $154,512 at 4% or $103,008 at 6%.
20231122$2,480,946$825,845$6,769iApproximate average salary by contribution assumption: employee only about $169,231 at 4% or $112,820 at 6%; with 50% employer match about $112,820 at 4% or $75,214 at 6%; with 100% employer match about $84,615 at 4% or $56,410 at 6%.
Messer Financial Group 401(K) Plan-122$2,480,946$825,845$6,769iApproximate average salary by contribution assumption: employee only about $169,231 at 4% or $112,820 at 6%; with 50% employer match about $112,820 at 4% or $75,214 at 6%; with 100% employer match about $84,615 at 4% or $56,410 at 6%.
2022190$1,402,480$562,431$6,249iApproximate average salary by contribution assumption: employee only about $156,231 at 4% or $104,154 at 6%; with 50% employer match about $104,154 at 4% or $69,436 at 6%; with 100% employer match about $78,115 at 4% or $52,077 at 6%.
Messer Financial Group 401(K) Plan-90$1,402,480$562,431$6,249iApproximate average salary by contribution assumption: employee only about $156,231 at 4% or $104,154 at 6%; with 50% employer match about $104,154 at 4% or $69,436 at 6%; with 100% employer match about $78,115 at 4% or $52,077 at 6%.
2021171$1,072,510$493,763$6,954iApproximate average salary by contribution assumption: employee only about $173,860 at 4% or $115,907 at 6%; with 50% employer match about $115,907 at 4% or $77,271 at 6%; with 100% employer match about $86,930 at 4% or $57,953 at 6%.
Messer Financial Group 401(K) Plan-71$1,072,510$493,763$6,954iApproximate average salary by contribution assumption: employee only about $173,860 at 4% or $115,907 at 6%; with 50% employer match about $115,907 at 4% or $77,271 at 6%; with 100% employer match about $86,930 at 4% or $57,953 at 6%.
2020155$522,597$479,225$8,713iApproximate average salary by contribution assumption: employee only about $217,830 at 4% or $145,220 at 6%; with 50% employer match about $145,220 at 4% or $96,813 at 6%; with 100% employer match about $108,915 at 4% or $72,610 at 6%.
Messer Financial Group 401(K) Plan-55$522,597$479,225$8,713iApproximate average salary by contribution assumption: employee only about $217,830 at 4% or $145,220 at 6%; with 50% employer match about $145,220 at 4% or $96,813 at 6%; with 100% employer match about $108,915 at 4% or $72,610 at 6%.