Civic Intelligence

Dream on 3

Plan context: Dream on 3 401(K) Profit Sharing Plan & Trust

EIN 46-1988039 • Charlotte, NC • 5 filings • 2 plans

1523 Elizabeth Ave Ste 300Charlotte, NC 28204-2794
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$249,326

2024 Contributions

$86,518

Historical Graphs

Total Assets Over Time

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

$249,326$124,663$0201920212024YearValue
$249,326Latest year 2024

Participants Over Time

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

1790201920212024YearValue
17Latest 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
2024117$249,326$86,518$5,089iApproximate average salary by contribution assumption: employee only about $127,232 at 4% or $84,822 at 6%; with 50% employer match about $84,822 at 4% or $56,548 at 6%; with 100% employer match about $63,616 at 4% or $42,411 at 6%.
Dream on 3 401(K) Profit Sharing Plan & Trust-17$249,326$86,518$5,089iApproximate average salary by contribution assumption: employee only about $127,232 at 4% or $84,822 at 6%; with 50% employer match about $84,822 at 4% or $56,548 at 6%; with 100% employer match about $63,616 at 4% or $42,411 at 6%.
202219$117,510$61,027$6,781iApproximate average salary by contribution assumption: employee only about $169,519 at 4% or $113,013 at 6%; with 50% employer match about $113,013 at 4% or $75,342 at 6%; with 100% employer match about $84,760 at 4% or $56,506 at 6%.
Dream on 3 401(K) Profit Sharing Plan & Trust-9$117,510$61,027$6,781iApproximate average salary by contribution assumption: employee only about $169,519 at 4% or $113,013 at 6%; with 50% employer match about $113,013 at 4% or $75,342 at 6%; with 100% employer match about $84,760 at 4% or $56,506 at 6%.
202115$90,517$49,808$9,962iApproximate average salary by contribution assumption: employee only about $249,040 at 4% or $166,027 at 6%; with 50% employer match about $166,027 at 4% or $110,684 at 6%; with 100% employer match about $124,520 at 4% or $83,013 at 6%.
Dream on 3 401(K) Profit Sharing Plan & Trust-5$90,517$49,808$9,962iApproximate average salary by contribution assumption: employee only about $249,040 at 4% or $166,027 at 6%; with 50% employer match about $166,027 at 4% or $110,684 at 6%; with 100% employer match about $124,520 at 4% or $83,013 at 6%.
202016$51,901$30,214$5,036iApproximate average salary by contribution assumption: employee only about $125,892 at 4% or $83,928 at 6%; with 50% employer match about $83,928 at 4% or $55,952 at 6%; with 100% employer match about $62,946 at 4% or $41,964 at 6%.
Dream on 3 401(K) Profit Sharing Plan & Trust-6$51,901$30,214$5,036iApproximate average salary by contribution assumption: employee only about $125,892 at 4% or $83,928 at 6%; with 50% employer match about $83,928 at 4% or $55,952 at 6%; with 100% employer match about $62,946 at 4% or $41,964 at 6%.
201916$19,494$20,238$3,373iApproximate average salary by contribution assumption: employee only about $84,325 at 4% or $56,217 at 6%; with 50% employer match about $56,217 at 4% or $37,478 at 6%; with 100% employer match about $42,163 at 4% or $28,108 at 6%.
Dream on 3 401(K) Profit Sharing Plan & Trust-6$19,494$20,238$3,373iApproximate average salary by contribution assumption: employee only about $84,325 at 4% or $56,217 at 6%; with 50% employer match about $56,217 at 4% or $37,478 at 6%; with 100% employer match about $42,163 at 4% or $28,108 at 6%.