Civic Intelligence

Assertive Professionals

Plan context: Assertive Professionals 401 K Profit Sharing Plan Trust

EIN 47-4515210 • Southern Pines, NC • 9 filings • 3 plans

200 N Bennett St Unit 1Southern Pines, NC 28387-4811
Current Snapshot

Latest Year

2024

2024 Participants

62

2024 Assets

$2,436,130

2024 Contributions

$390,106

Historical Graphs

Total Assets Over Time

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

$2,436,130$1,218,065$0201620202024YearValue
$2,436,130Latest year 2024

Participants Over Time

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

63320201620202024YearValue
62Latest 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
2024162$2,436,130$390,106$6,292iApproximate average salary by contribution assumption: employee only about $157,301 at 4% or $104,867 at 6%; with 50% employer match about $104,867 at 4% or $69,911 at 6%; with 100% employer match about $78,650 at 4% or $52,434 at 6%.
Assertive Professionals 401 K Profit Sharing Plan Trust-62$2,436,130$390,106$6,292iApproximate average salary by contribution assumption: employee only about $157,301 at 4% or $104,867 at 6%; with 50% employer match about $104,867 at 4% or $69,911 at 6%; with 100% employer match about $78,650 at 4% or $52,434 at 6%.
2023156$1,834,473$271,105$4,841iApproximate average salary by contribution assumption: employee only about $121,029 at 4% or $80,686 at 6%; with 50% employer match about $80,686 at 4% or $53,791 at 6%; with 100% employer match about $60,515 at 4% or $40,343 at 6%.
Assertive Professionals 401 K Profit Sharing Plan Trust-56$1,834,473$271,105$4,841iApproximate average salary by contribution assumption: employee only about $121,029 at 4% or $80,686 at 6%; with 50% employer match about $80,686 at 4% or $53,791 at 6%; with 100% employer match about $60,515 at 4% or $40,343 at 6%.
2022156$1,411,003$329,314$5,881iApproximate average salary by contribution assumption: employee only about $147,015 at 4% or $98,010 at 6%; with 50% employer match about $98,010 at 4% or $65,340 at 6%; with 100% employer match about $73,508 at 4% or $49,005 at 6%.
Assertive Professionals 401 K Profit Sharing Plan Trust-56$1,411,003$329,314$5,881iApproximate average salary by contribution assumption: employee only about $147,015 at 4% or $98,010 at 6%; with 50% employer match about $98,010 at 4% or $65,340 at 6%; with 100% employer match about $73,508 at 4% or $49,005 at 6%.
2021163$1,565,070$384,671$6,106iApproximate average salary by contribution assumption: employee only about $152,647 at 4% or $101,765 at 6%; with 50% employer match about $101,765 at 4% or $67,843 at 6%; with 100% employer match about $76,324 at 4% or $50,882 at 6%.
Assertive Professionals 401 K Profit Sharing Plan Trust-63$1,565,070$384,671$6,106iApproximate average salary by contribution assumption: employee only about $152,647 at 4% or $101,765 at 6%; with 50% employer match about $101,765 at 4% or $67,843 at 6%; with 100% employer match about $76,324 at 4% or $50,882 at 6%.
2020146$1,095,358$321,787$6,995iApproximate average salary by contribution assumption: employee only about $174,884 at 4% or $116,589 at 6%; with 50% employer match about $116,589 at 4% or $77,726 at 6%; with 100% employer match about $87,442 at 4% or $58,295 at 6%.
Assertive Professionals 401 K Profit Sharing Plan Trust-46$1,095,358$321,787$6,995iApproximate average salary by contribution assumption: employee only about $174,884 at 4% or $116,589 at 6%; with 50% employer match about $116,589 at 4% or $77,726 at 6%; with 100% employer match about $87,442 at 4% or $58,295 at 6%.
2019137$1,522,465$254,115$6,868iApproximate average salary by contribution assumption: employee only about $171,699 at 4% or $114,466 at 6%; with 50% employer match about $114,466 at 4% or $76,311 at 6%; with 100% employer match about $85,850 at 4% or $57,233 at 6%.
Assertive Professionals 401 K Profit Sharing Plan Trust-37$1,522,465$254,115$6,868iApproximate average salary by contribution assumption: employee only about $171,699 at 4% or $114,466 at 6%; with 50% employer match about $114,466 at 4% or $76,311 at 6%; with 100% employer match about $85,850 at 4% or $57,233 at 6%.
2018126$1,128,572$265,063$10,195iApproximate average salary by contribution assumption: employee only about $254,868 at 4% or $169,912 at 6%; with 50% employer match about $169,912 at 4% or $113,275 at 6%; with 100% employer match about $127,434 at 4% or $84,956 at 6%.
Assertive Professionals 401 K Profit Sharing Plan Trust-26$1,128,572$265,063$10,195iApproximate average salary by contribution assumption: employee only about $254,868 at 4% or $169,912 at 6%; with 50% employer match about $169,912 at 4% or $113,275 at 6%; with 100% employer match about $127,434 at 4% or $84,956 at 6%.
2017121$935,027$701,153$33,388iApproximate average salary by contribution assumption: employee only about $834,706 at 4% or $556,471 at 6%; with 50% employer match about $556,471 at 4% or $370,980 at 6%; with 100% employer match about $417,353 at 4% or $278,235 at 6%.
Assertive Professionals 401 K Profit Sharing Plan Trust-21$935,027$701,153$33,388iApproximate average salary by contribution assumption: employee only about $834,706 at 4% or $556,471 at 6%; with 50% employer match about $556,471 at 4% or $370,980 at 6%; with 100% employer match about $417,353 at 4% or $278,235 at 6%.
201617$185,665$179,364$25,623iApproximate average salary by contribution assumption: employee only about $640,586 at 4% or $427,057 at 6%; with 50% employer match about $427,057 at 4% or $284,705 at 6%; with 100% employer match about $320,293 at 4% or $213,529 at 6%.
Assertive Professionals 401 K Profit Sharing Plan Trust-7$185,665$179,364$25,623iApproximate average salary by contribution assumption: employee only about $640,586 at 4% or $427,057 at 6%; with 50% employer match about $427,057 at 4% or $284,705 at 6%; with 100% employer match about $320,293 at 4% or $213,529 at 6%.