Civic Intelligence

Carolinas Fertility Institute, P.A.

Plan context: Carolinas Fertility Institute, P.A. Retirement Trust

EIN 46-4238607 • Winston-salem, NC • 17 filings • 2 plans

3821 Forestgate DriveWinston-salem, NC 27103
Current Snapshot

Latest Year

2024

2024 Participants

78

2024 Assets

$6,446,569

2024 Contributions

$649,205

Historical Graphs

Total Assets Over Time

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

$6,446,569$3,223,285$0201520202024YearValue
$6,446,569Latest year 2024

Participants Over Time

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

78390201520202024YearValue
78Latest 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
2024278$6,446,569$649,205$8,323iApproximate average salary by contribution assumption: employee only about $208,079 at 4% or $138,719 at 6%; with 50% employer match about $138,719 at 4% or $92,479 at 6%; with 100% employer match about $104,039 at 4% or $69,360 at 6%.
Carolinas Fertility Institute, P.A. Retirement Trust-78$3,753,503$649,205$8,323iApproximate average salary by contribution assumption: employee only about $208,079 at 4% or $138,719 at 6%; with 50% employer match about $138,719 at 4% or $92,479 at 6%; with 100% employer match about $104,039 at 4% or $69,360 at 6%.
Carolinas Fertility Institute, P.A. Cash Balance Plan-59$2,693,066$0-
2023264$5,281,188$758,766$11,856iApproximate average salary by contribution assumption: employee only about $296,393 at 4% or $197,595 at 6%; with 50% employer match about $197,595 at 4% or $131,730 at 6%; with 100% employer match about $148,196 at 4% or $98,798 at 6%.
Carolinas Fertility Institute, P.A. Retirement Trust-64$2,692,593$508,766$7,949iApproximate average salary by contribution assumption: employee only about $198,737 at 4% or $132,491 at 6%; with 50% employer match about $132,491 at 4% or $88,327 at 6%; with 100% employer match about $99,368 at 4% or $66,246 at 6%.
Carolinas Fertility Institute, P.A. Cash Balance Plan-57$2,588,595$250,000$4,386iApproximate average salary by contribution assumption: employee only about $109,649 at 4% or $73,099 at 6%; with 50% employer match about $73,099 at 4% or $48,733 at 6%; with 100% employer match about $54,825 at 4% or $36,550 at 6%.
2022252$3,916,602$1,190,606$22,896iApproximate average salary by contribution assumption: employee only about $572,407 at 4% or $381,604 at 6%; with 50% employer match about $381,604 at 4% or $254,403 at 6%; with 100% employer match about $286,203 at 4% or $190,802 at 6%.
Carolinas Fertility Institute, P.A. Cash Balance Plan-45$2,162,834$785,579$17,457iApproximate average salary by contribution assumption: employee only about $436,433 at 4% or $290,955 at 6%; with 50% employer match about $290,955 at 4% or $193,970 at 6%; with 100% employer match about $218,216 at 4% or $145,478 at 6%.
Carolinas Fertility Institute, P.A. Retirement Trust-52$1,753,768$405,027$7,789iApproximate average salary by contribution assumption: employee only about $194,725 at 4% or $129,816 at 6%; with 50% employer match about $129,816 at 4% or $86,544 at 6%; with 100% employer match about $97,362 at 4% or $64,908 at 6%.
2021243$3,458,469$1,010,600$23,502iApproximate average salary by contribution assumption: employee only about $587,558 at 4% or $391,705 at 6%; with 50% employer match about $391,705 at 4% or $261,137 at 6%; with 100% employer match about $293,779 at 4% or $195,853 at 6%.
Carolinas Fertility Institute, P.A. Retirement Trust-43$1,898,574$350,490$8,151iApproximate average salary by contribution assumption: employee only about $203,773 at 4% or $135,849 at 6%; with 50% employer match about $135,849 at 4% or $90,566 at 6%; with 100% employer match about $101,887 at 4% or $67,924 at 6%.
Carolinas Fertility Institute, P.A. Cash Balance Plan-35$1,559,895$660,110$18,860iApproximate average salary by contribution assumption: employee only about $471,507 at 4% or $314,338 at 6%; with 50% employer match about $314,338 at 4% or $209,559 at 6%; with 100% employer match about $235,754 at 4% or $157,169 at 6%.
2020235$2,172,263$511,409$14,612iApproximate average salary by contribution assumption: employee only about $365,292 at 4% or $243,528 at 6%; with 50% employer match about $243,528 at 4% or $162,352 at 6%; with 100% employer match about $182,646 at 4% or $121,764 at 6%.
Carolinas Fertility Institute, P.A. Retirement Trust-35$1,339,162$311,409$8,897iApproximate average salary by contribution assumption: employee only about $222,435 at 4% or $148,290 at 6%; with 50% employer match about $148,290 at 4% or $98,860 at 6%; with 100% employer match about $111,218 at 4% or $74,145 at 6%.
Carolinas Fertility Institute, P.A. Cash Balance Plan-27$833,101$200,000$7,407iApproximate average salary by contribution assumption: employee only about $185,185 at 4% or $123,457 at 6%; with 50% employer match about $123,457 at 4% or $82,305 at 6%; with 100% employer match about $92,593 at 4% or $61,728 at 6%.
2019229$1,395,788$508,460$17,533iApproximate average salary by contribution assumption: employee only about $438,328 at 4% or $292,218 at 6%; with 50% employer match about $292,218 at 4% or $194,812 at 6%; with 100% employer match about $219,164 at 4% or $146,109 at 6%.
Carolinas Fertility Institute, P.A. Retirement Trust-29$862,195$263,433$9,084iApproximate average salary by contribution assumption: employee only about $227,097 at 4% or $151,398 at 6%; with 50% employer match about $151,398 at 4% or $100,932 at 6%; with 100% employer match about $113,549 at 4% or $75,699 at 6%.
Carolinas Fertility Institute, P.A. Cash Balance Plan-21$533,593$245,027$11,668iApproximate average salary by contribution assumption: employee only about $291,699 at 4% or $194,466 at 6%; with 50% employer match about $194,466 at 4% or $129,644 at 6%; with 100% employer match about $145,849 at 4% or $97,233 at 6%.
2018219$699,500$434,417$22,864iApproximate average salary by contribution assumption: employee only about $571,601 at 4% or $381,068 at 6%; with 50% employer match about $381,068 at 4% or $254,045 at 6%; with 100% employer match about $285,801 at 4% or $190,534 at 6%.
Carolinas Fertility Institute, P.A. Retirement Trust-19$453,830$177,305$9,332iApproximate average salary by contribution assumption: employee only about $233,296 at 4% or $155,531 at 6%; with 50% employer match about $155,531 at 4% or $103,687 at 6%; with 100% employer match about $116,648 at 4% or $77,765 at 6%.
Carolinas Fertility Institute, P.A. Cash Balance Plan-14$245,670$257,112$18,365iApproximate average salary by contribution assumption: employee only about $459,129 at 4% or $306,086 at 6%; with 50% employer match about $306,086 at 4% or $204,057 at 6%; with 100% employer match about $229,564 at 4% or $153,043 at 6%.
2017113$304,627$109,343$8,411iApproximate average salary by contribution assumption: employee only about $210,275 at 4% or $140,183 at 6%; with 50% employer match about $140,183 at 4% or $93,456 at 6%; with 100% employer match about $105,138 at 4% or $70,092 at 6%.
Carolinas Fertility Institute, P.A. Retirement Trust-13$304,627$109,343$8,411iApproximate average salary by contribution assumption: employee only about $210,275 at 4% or $140,183 at 6%; with 50% employer match about $140,183 at 4% or $93,456 at 6%; with 100% employer match about $105,138 at 4% or $70,092 at 6%.
201618$161,341$92,923$11,615iApproximate average salary by contribution assumption: employee only about $290,384 at 4% or $193,590 at 6%; with 50% employer match about $193,590 at 4% or $129,060 at 6%; with 100% employer match about $145,192 at 4% or $96,795 at 6%.
Carolinas Fertility Institute, P.A. Retirement Trust-8$161,341$92,923$11,615iApproximate average salary by contribution assumption: employee only about $290,384 at 4% or $193,590 at 6%; with 50% employer match about $193,590 at 4% or $129,060 at 6%; with 100% employer match about $145,192 at 4% or $96,795 at 6%.
201517$51,738$52,187$7,455iApproximate average salary by contribution assumption: employee only about $186,382 at 4% or $124,255 at 6%; with 50% employer match about $124,255 at 4% or $82,837 at 6%; with 100% employer match about $93,191 at 4% or $62,127 at 6%.
Carolinas Fertility Institute, P.A. Retirement Trust-7$51,738$52,187$7,455iApproximate average salary by contribution assumption: employee only about $186,382 at 4% or $124,255 at 6%; with 50% employer match about $124,255 at 4% or $82,837 at 6%; with 100% employer match about $93,191 at 4% or $62,127 at 6%.