Civic Intelligence

Theory House

Plan context: Theory House Employees Savings Trust

EIN 46-1415270 • Charlotte, NC • 11 filings • 2 plans

9214 Ginhouse LaneCharlotte, NC 28277
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$1,014,238

2024 Contributions

$52,759

Historical Graphs

Total Assets Over Time

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

$1,014,238$507,119$0201420192024YearValue
$1,014,238Latest year 2024

Participants Over Time

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

1580201420192024YearValue
10Latest 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
2024110$1,014,238$52,759$5,276iApproximate average salary by contribution assumption: employee only about $131,898 at 4% or $87,932 at 6%; with 50% employer match about $87,932 at 4% or $58,621 at 6%; with 100% employer match about $65,949 at 4% or $43,966 at 6%.
Theory House Employees Savings Trust-10$1,014,238$52,759$5,276iApproximate average salary by contribution assumption: employee only about $131,898 at 4% or $87,932 at 6%; with 50% employer match about $87,932 at 4% or $58,621 at 6%; with 100% employer match about $65,949 at 4% or $43,966 at 6%.
2023110$822,456$63,260$6,326iApproximate average salary by contribution assumption: employee only about $158,150 at 4% or $105,433 at 6%; with 50% employer match about $105,433 at 4% or $70,289 at 6%; with 100% employer match about $79,075 at 4% or $52,717 at 6%.
Theory House Employees Savings Trust-10$822,456$63,260$6,326iApproximate average salary by contribution assumption: employee only about $158,150 at 4% or $105,433 at 6%; with 50% employer match about $105,433 at 4% or $70,289 at 6%; with 100% employer match about $79,075 at 4% or $52,717 at 6%.
2022111$674,623$53,352$4,850iApproximate average salary by contribution assumption: employee only about $121,255 at 4% or $80,836 at 6%; with 50% employer match about $80,836 at 4% or $53,891 at 6%; with 100% employer match about $60,627 at 4% or $40,418 at 6%.
Theory House Employees Savings Trust-11$674,623$53,352$4,850iApproximate average salary by contribution assumption: employee only about $121,255 at 4% or $80,836 at 6%; with 50% employer match about $80,836 at 4% or $53,891 at 6%; with 100% employer match about $60,627 at 4% or $40,418 at 6%.
2021112$843,899$48,198$4,017iApproximate average salary by contribution assumption: employee only about $100,413 at 4% or $66,942 at 6%; with 50% employer match about $66,942 at 4% or $44,628 at 6%; with 100% employer match about $50,206 at 4% or $33,471 at 6%.
Theory House Employees Savings Trust-12$843,899$48,198$4,017iApproximate average salary by contribution assumption: employee only about $100,413 at 4% or $66,942 at 6%; with 50% employer match about $66,942 at 4% or $44,628 at 6%; with 100% employer match about $50,206 at 4% or $33,471 at 6%.
2020115$744,938$29,136$1,942iApproximate average salary by contribution assumption: employee only about $48,560 at 4% or $32,373 at 6%; with 50% employer match about $32,373 at 4% or $21,582 at 6%; with 100% employer match about $24,280 at 4% or $16,187 at 6%.
Theory House Employees Savings Trust-15$744,938$29,136$1,942iApproximate average salary by contribution assumption: employee only about $48,560 at 4% or $32,373 at 6%; with 50% employer match about $32,373 at 4% or $21,582 at 6%; with 100% employer match about $24,280 at 4% or $16,187 at 6%.
2019115$608,571$57,796$3,853iApproximate average salary by contribution assumption: employee only about $96,327 at 4% or $64,218 at 6%; with 50% employer match about $64,218 at 4% or $42,812 at 6%; with 100% employer match about $48,163 at 4% or $32,109 at 6%.
Theory House Employees Savings Trust-15$608,571$57,796$3,853iApproximate average salary by contribution assumption: employee only about $96,327 at 4% or $64,218 at 6%; with 50% employer match about $64,218 at 4% or $42,812 at 6%; with 100% employer match about $48,163 at 4% or $32,109 at 6%.
2018115$502,017$73,341$4,889iApproximate average salary by contribution assumption: employee only about $122,235 at 4% or $81,490 at 6%; with 50% employer match about $81,490 at 4% or $54,327 at 6%; with 100% employer match about $61,117 at 4% or $40,745 at 6%.
Theory House Employees Savings Trust-15$502,017$73,341$4,889iApproximate average salary by contribution assumption: employee only about $122,235 at 4% or $81,490 at 6%; with 50% employer match about $81,490 at 4% or $54,327 at 6%; with 100% employer match about $61,117 at 4% or $40,745 at 6%.
2017112$461,486$102,500$8,542iApproximate average salary by contribution assumption: employee only about $213,542 at 4% or $142,361 at 6%; with 50% employer match about $142,361 at 4% or $94,907 at 6%; with 100% employer match about $106,771 at 4% or $71,181 at 6%.
Theory House Employees Savings Trust-12$461,486$102,500$8,542iApproximate average salary by contribution assumption: employee only about $213,542 at 4% or $142,361 at 6%; with 50% employer match about $142,361 at 4% or $94,907 at 6%; with 100% employer match about $106,771 at 4% or $71,181 at 6%.
2016110$288,588$72,846$7,285iApproximate average salary by contribution assumption: employee only about $182,115 at 4% or $121,410 at 6%; with 50% employer match about $121,410 at 4% or $80,940 at 6%; with 100% employer match about $91,058 at 4% or $60,705 at 6%.
Theory House Employees Savings Trust-10$288,588$72,846$7,285iApproximate average salary by contribution assumption: employee only about $182,115 at 4% or $121,410 at 6%; with 50% employer match about $121,410 at 4% or $80,940 at 6%; with 100% employer match about $91,058 at 4% or $60,705 at 6%.
201519$201,833$165,105$18,345iApproximate average salary by contribution assumption: employee only about $458,625 at 4% or $305,750 at 6%; with 50% employer match about $305,750 at 4% or $203,833 at 6%; with 100% employer match about $229,313 at 4% or $152,875 at 6%.
Theory House Employees Savings Trust-9$201,833$165,105$18,345iApproximate average salary by contribution assumption: employee only about $458,625 at 4% or $305,750 at 6%; with 50% employer match about $305,750 at 4% or $203,833 at 6%; with 100% employer match about $229,313 at 4% or $152,875 at 6%.
201417$40,966$39,285$5,612iApproximate average salary by contribution assumption: employee only about $140,304 at 4% or $93,536 at 6%; with 50% employer match about $93,536 at 4% or $62,357 at 6%; with 100% employer match about $70,152 at 4% or $46,768 at 6%.
Theory House Employees Savings Trust-7$40,966$39,285$5,612iApproximate average salary by contribution assumption: employee only about $140,304 at 4% or $93,536 at 6%; with 50% employer match about $93,536 at 4% or $62,357 at 6%; with 100% employer match about $70,152 at 4% or $46,768 at 6%.