Civic Intelligence

Retirement Plan Analytics LLC

Plan context: Retirement Plan Analytics Cash Balance Plan

EIN 47-3768337 • Charlotte, NC • 13 filings • 2 plans

10715 Sikes PlaceSuite 100Charlotte, NC 28277
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$3,882,483

2024 Contributions

$983,546

Historical Graphs

Total Assets Over Time

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

$3,882,483$1,941,242$0201520202024YearValue
$3,882,483Latest year 2024

Participants Over Time

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

1160201520202024YearValue
11Latest 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
2024211$3,882,483$983,546$89,413iApproximate average salary by contribution assumption: employee only about $2,235,332 at 4% or $1,490,221 at 6%; with 50% employer match about $1,490,221 at 4% or $993,481 at 6%; with 100% employer match about $1,117,666 at 4% or $745,111 at 6%.
Retirement Plan Analytics Cash Balance Plan-5$2,077,679$680,000$136,000iApproximate average salary by contribution assumption: employee only about $3,400,000 at 4% or $2,266,667 at 6%; with 50% employer match about $2,266,667 at 4% or $1,511,111 at 6%; with 100% employer match about $1,700,000 at 4% or $1,133,333 at 6%.
Retirement Plan Analytics 401(K) Profit Sharing Plan-11$1,804,804$303,546$27,595iApproximate average salary by contribution assumption: employee only about $689,877 at 4% or $459,918 at 6%; with 50% employer match about $459,918 at 4% or $306,612 at 6%; with 100% employer match about $344,939 at 4% or $229,959 at 6%.
2023211$2,635,712$848,221$77,111iApproximate average salary by contribution assumption: employee only about $1,927,775 at 4% or $1,285,183 at 6%; with 50% employer match about $1,285,183 at 4% or $856,789 at 6%; with 100% employer match about $963,888 at 4% or $642,592 at 6%.
Retirement Plan Analytics 401(K) Profit Sharing Plan-11$1,343,018$288,221$26,202iApproximate average salary by contribution assumption: employee only about $655,048 at 4% or $436,698 at 6%; with 50% employer match about $436,698 at 4% or $291,132 at 6%; with 100% employer match about $327,524 at 4% or $218,349 at 6%.
Retirement Plan Analytics Cash Balance Plan-4$1,292,694$560,000$140,000iApproximate average salary by contribution assumption: employee only about $3,500,000 at 4% or $2,333,333 at 6%; with 50% employer match about $2,333,333 at 4% or $1,555,556 at 6%; with 100% employer match about $1,750,000 at 4% or $1,166,667 at 6%.
2022211$1,547,840$614,356$55,851iApproximate average salary by contribution assumption: employee only about $1,396,264 at 4% or $930,842 at 6%; with 50% employer match about $930,842 at 4% or $620,562 at 6%; with 100% employer match about $698,132 at 4% or $465,421 at 6%.
Retirement Plan Analytics 401(K) Profit Sharing Plan-11$892,651$259,356$23,578iApproximate average salary by contribution assumption: employee only about $589,445 at 4% or $392,964 at 6%; with 50% employer match about $392,964 at 4% or $261,976 at 6%; with 100% employer match about $294,723 at 4% or $196,482 at 6%.
Retirement Plan Analytics Cash Balance Plan-4$655,189$355,000$88,750iApproximate average salary by contribution assumption: employee only about $2,218,750 at 4% or $1,479,167 at 6%; with 50% employer match about $1,479,167 at 4% or $986,111 at 6%; with 100% employer match about $1,109,375 at 4% or $739,583 at 6%.
2021110$778,299$170,882$17,088iApproximate average salary by contribution assumption: employee only about $427,205 at 4% or $284,803 at 6%; with 50% employer match about $284,803 at 4% or $189,869 at 6%; with 100% employer match about $213,603 at 4% or $142,402 at 6%.
Retirement Plan Analytics 401(K) Profit Sharing Plan-10$778,299$170,882$17,088iApproximate average salary by contribution assumption: employee only about $427,205 at 4% or $284,803 at 6%; with 50% employer match about $284,803 at 4% or $189,869 at 6%; with 100% employer match about $213,603 at 4% or $142,402 at 6%.
202018$556,027$130,298$16,287iApproximate average salary by contribution assumption: employee only about $407,181 at 4% or $271,454 at 6%; with 50% employer match about $271,454 at 4% or $180,969 at 6%; with 100% employer match about $203,591 at 4% or $135,727 at 6%.
Retirement Plan Analytics 401(K) Profit Sharing Plan-8$556,027$130,298$16,287iApproximate average salary by contribution assumption: employee only about $407,181 at 4% or $271,454 at 6%; with 50% employer match about $271,454 at 4% or $180,969 at 6%; with 100% employer match about $203,591 at 4% or $135,727 at 6%.
201919$550,742$116,452$12,939iApproximate average salary by contribution assumption: employee only about $323,478 at 4% or $215,652 at 6%; with 50% employer match about $215,652 at 4% or $143,768 at 6%; with 100% employer match about $161,739 at 4% or $107,826 at 6%.
Retirement Plan Analytics 401(K) Profit Sharing Plan-9$550,742$116,452$12,939iApproximate average salary by contribution assumption: employee only about $323,478 at 4% or $215,652 at 6%; with 50% employer match about $215,652 at 4% or $143,768 at 6%; with 100% employer match about $161,739 at 4% or $107,826 at 6%.
201817$343,381$113,910$16,273iApproximate average salary by contribution assumption: employee only about $406,821 at 4% or $271,214 at 6%; with 50% employer match about $271,214 at 4% or $180,810 at 6%; with 100% employer match about $203,411 at 4% or $135,607 at 6%.
Retirement Plan Analytics 401(K) Profit Sharing Plan-7$343,381$113,910$16,273iApproximate average salary by contribution assumption: employee only about $406,821 at 4% or $271,214 at 6%; with 50% employer match about $271,214 at 4% or $180,810 at 6%; with 100% employer match about $203,411 at 4% or $135,607 at 6%.
201717$271,698$105,457$15,065iApproximate average salary by contribution assumption: employee only about $376,632 at 4% or $251,088 at 6%; with 50% employer match about $251,088 at 4% or $167,392 at 6%; with 100% employer match about $188,316 at 4% or $125,544 at 6%.
Retirement Plan Analytics 401(K) Profit Sharing Plan-7$271,698$105,457$15,065iApproximate average salary by contribution assumption: employee only about $376,632 at 4% or $251,088 at 6%; with 50% employer match about $251,088 at 4% or $167,392 at 6%; with 100% employer match about $188,316 at 4% or $125,544 at 6%.
201615$131,188$37,365$7,473iApproximate average salary by contribution assumption: employee only about $186,825 at 4% or $124,550 at 6%; with 50% employer match about $124,550 at 4% or $83,033 at 6%; with 100% employer match about $93,413 at 4% or $62,275 at 6%.
Retirement Plan Analytics 401(K) Profit Sharing Plan-5$131,188$37,365$7,473iApproximate average salary by contribution assumption: employee only about $186,825 at 4% or $124,550 at 6%; with 50% employer match about $124,550 at 4% or $83,033 at 6%; with 100% employer match about $93,413 at 4% or $62,275 at 6%.
201515$84,672$84,266$16,853iApproximate average salary by contribution assumption: employee only about $421,330 at 4% or $280,887 at 6%; with 50% employer match about $280,887 at 4% or $187,258 at 6%; with 100% employer match about $210,665 at 4% or $140,443 at 6%.
Retirement Plan Analytics 401(K) Profit Sharing Plan-5$84,672$84,266$16,853iApproximate average salary by contribution assumption: employee only about $421,330 at 4% or $280,887 at 6%; with 50% employer match about $280,887 at 4% or $187,258 at 6%; with 100% employer match about $210,665 at 4% or $140,443 at 6%.