Civic Intelligence

Consolidated Asset Management

Plan context: Consolidated Asset Management 401K Profit Sharing Plan

EIN 52-1404091 • Southport, NC • 23 filings • 3 plans

1418 North Howe Street3BSouthport, NC 28461
Current Snapshot

Latest Year

2017

2017 Participants

4

2017 Assets

$1,448,075

2017 Contributions

$9,900

Historical Graphs

Total Assets Over Time

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

$1,448,075$724,038$0199920082016YearValue
$1,448,075Latest year 2016

Participants Over Time

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

530199920082016YearValue
4Latest year 2016

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
201710$0$9,900-
Consolidated Asset Management 401K Profit Sharing Plan-0$0$9,900-
201614$1,448,075$82,524$20,631iApproximate average salary by contribution assumption: employee only about $515,775 at 4% or $343,850 at 6%; with 50% employer match about $343,850 at 4% or $229,233 at 6%; with 100% employer match about $257,888 at 4% or $171,925 at 6%.
Consolidated Asset Management 401K Profit Sharing Plan-4$1,448,075$82,524$20,631iApproximate average salary by contribution assumption: employee only about $515,775 at 4% or $343,850 at 6%; with 50% employer match about $343,850 at 4% or $229,233 at 6%; with 100% employer match about $257,888 at 4% or $171,925 at 6%.
201514$1,374,885$81,357$20,339iApproximate average salary by contribution assumption: employee only about $508,481 at 4% or $338,988 at 6%; with 50% employer match about $338,988 at 4% or $225,992 at 6%; with 100% employer match about $254,241 at 4% or $169,494 at 6%.
Consolidated Asset Management 401K Profit Sharing Plan-4$1,374,885$81,357$20,339iApproximate average salary by contribution assumption: employee only about $508,481 at 4% or $338,988 at 6%; with 50% employer match about $338,988 at 4% or $225,992 at 6%; with 100% employer match about $254,241 at 4% or $169,494 at 6%.
201414$1,250,141$66,050$16,513iApproximate average salary by contribution assumption: employee only about $412,813 at 4% or $275,208 at 6%; with 50% employer match about $275,208 at 4% or $183,472 at 6%; with 100% employer match about $206,406 at 4% or $137,604 at 6%.
Consolidated Asset Management 401K Profit Sharing Plan-4$1,250,141$66,050$16,513iApproximate average salary by contribution assumption: employee only about $412,813 at 4% or $275,208 at 6%; with 50% employer match about $275,208 at 4% or $183,472 at 6%; with 100% employer match about $206,406 at 4% or $137,604 at 6%.
201314$1,125,485$50,611$12,653iApproximate average salary by contribution assumption: employee only about $316,319 at 4% or $210,879 at 6%; with 50% employer match about $210,879 at 4% or $140,586 at 6%; with 100% employer match about $158,159 at 4% or $105,440 at 6%.
Consolidated Asset Management 401K Profit Sharing Plan-4$1,125,485$50,611$12,653iApproximate average salary by contribution assumption: employee only about $316,319 at 4% or $210,879 at 6%; with 50% employer match about $210,879 at 4% or $140,586 at 6%; with 100% employer match about $158,159 at 4% or $105,440 at 6%.
201214$963,730$41,100$10,275iApproximate average salary by contribution assumption: employee only about $256,875 at 4% or $171,250 at 6%; with 50% employer match about $171,250 at 4% or $114,167 at 6%; with 100% employer match about $128,438 at 4% or $85,625 at 6%.
Consolidated Asset Management 401K Profit Sharing Plan-4$963,730$41,100$10,275iApproximate average salary by contribution assumption: employee only about $256,875 at 4% or $171,250 at 6%; with 50% employer match about $171,250 at 4% or $114,167 at 6%; with 100% employer match about $128,438 at 4% or $85,625 at 6%.
201114$869,963$40,600$10,150iApproximate average salary by contribution assumption: employee only about $253,750 at 4% or $169,167 at 6%; with 50% employer match about $169,167 at 4% or $112,778 at 6%; with 100% employer match about $126,875 at 4% or $84,583 at 6%.
Consolidated Asset Management 401K Profit Sharing Plan-4$869,963$40,600$10,150iApproximate average salary by contribution assumption: employee only about $253,750 at 4% or $169,167 at 6%; with 50% employer match about $169,167 at 4% or $112,778 at 6%; with 100% employer match about $126,875 at 4% or $84,583 at 6%.
201014$868,415$31,400$7,850iApproximate average salary by contribution assumption: employee only about $196,250 at 4% or $130,833 at 6%; with 50% employer match about $130,833 at 4% or $87,222 at 6%; with 100% employer match about $98,125 at 4% or $65,417 at 6%.
Consolidated Asset Management 401K Profit Sharing Plan-4$868,415$31,400$7,850iApproximate average salary by contribution assumption: employee only about $196,250 at 4% or $130,833 at 6%; with 50% employer match about $130,833 at 4% or $87,222 at 6%; with 100% employer match about $98,125 at 4% or $65,417 at 6%.
200914$708,883$25,200$6,300iApproximate average salary by contribution assumption: employee only about $157,500 at 4% or $105,000 at 6%; with 50% employer match about $105,000 at 4% or $70,000 at 6%; with 100% employer match about $78,750 at 4% or $52,500 at 6%.
Consolidated Asset Management 401K Profit Sharing Plan-4$708,883$25,200$6,300iApproximate average salary by contribution assumption: employee only about $157,500 at 4% or $105,000 at 6%; with 50% employer match about $105,000 at 4% or $70,000 at 6%; with 100% employer match about $78,750 at 4% or $52,500 at 6%.
200814$603,790$59,250$14,813iApproximate average salary by contribution assumption: employee only about $370,313 at 4% or $246,875 at 6%; with 50% employer match about $246,875 at 4% or $164,583 at 6%; with 100% employer match about $185,156 at 4% or $123,438 at 6%.
Consolidated Asset Management 401K Profit Sharing Plan-4$603,790$59,250$14,813iApproximate average salary by contribution assumption: employee only about $370,313 at 4% or $246,875 at 6%; with 50% employer match about $246,875 at 4% or $164,583 at 6%; with 100% employer match about $185,156 at 4% or $123,438 at 6%.
200714$1,062,637$79,893$19,973iApproximate average salary by contribution assumption: employee only about $499,331 at 4% or $332,888 at 6%; with 50% employer match about $332,888 at 4% or $221,925 at 6%; with 100% employer match about $249,666 at 4% or $166,444 at 6%.
Consolidated Asset Management 401K Profit Sharing Plan-4$1,062,637$79,893$19,973iApproximate average salary by contribution assumption: employee only about $499,331 at 4% or $332,888 at 6%; with 50% employer match about $332,888 at 4% or $221,925 at 6%; with 100% employer match about $249,666 at 4% or $166,444 at 6%.
200614$795,719$67,500$16,875iApproximate average salary by contribution assumption: employee only about $421,875 at 4% or $281,250 at 6%; with 50% employer match about $281,250 at 4% or $187,500 at 6%; with 100% employer match about $210,938 at 4% or $140,625 at 6%.
Consolidated Asset Management 401K Profit Sharing Plan-4$795,719$67,500$16,875iApproximate average salary by contribution assumption: employee only about $421,875 at 4% or $281,250 at 6%; with 50% employer match about $281,250 at 4% or $187,500 at 6%; with 100% employer match about $210,938 at 4% or $140,625 at 6%.
200514$615,804$69,000$17,250iApproximate average salary by contribution assumption: employee only about $431,250 at 4% or $287,500 at 6%; with 50% employer match about $287,500 at 4% or $191,667 at 6%; with 100% employer match about $215,625 at 4% or $143,750 at 6%.
Consolidated Asset Management 401K Profit Sharing Plan-4$615,804$69,000$17,250iApproximate average salary by contribution assumption: employee only about $431,250 at 4% or $287,500 at 6%; with 50% employer match about $287,500 at 4% or $191,667 at 6%; with 100% employer match about $215,625 at 4% or $143,750 at 6%.
200414$492,994$54,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
Consolidated Asset Management 401K Profit Sharing Plan-4$492,994$54,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
200324$400,245$48,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Consolidated Asset Management 401K Profit Sharing Plan-4$400,245$48,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
CONSOLIDATED ASSET MANAGEMENT MONEY PURCHASE PLAN-0---
200224$271,589$39,558$9,890iApproximate average salary by contribution assumption: employee only about $247,238 at 4% or $164,825 at 6%; with 50% employer match about $164,825 at 4% or $109,883 at 6%; with 100% employer match about $123,619 at 4% or $82,413 at 6%.
Consolidated Asset Management 401K Profit Sharing Plan-4$202,118$27,200$6,800iApproximate average salary by contribution assumption: employee only about $170,000 at 4% or $113,333 at 6%; with 50% employer match about $113,333 at 4% or $75,556 at 6%; with 100% employer match about $85,000 at 4% or $56,667 at 6%.
CONSOLIDATED ASSET MANAGEMENT MONEY PURCHASE PLAN-4$69,471$12,358$3,090iApproximate average salary by contribution assumption: employee only about $77,238 at 4% or $51,492 at 6%; with 50% employer match about $51,492 at 4% or $34,328 at 6%; with 100% employer match about $38,619 at 4% or $25,746 at 6%.
200124$314,963$71,150$17,788iApproximate average salary by contribution assumption: employee only about $444,688 at 4% or $296,458 at 6%; with 50% employer match about $296,458 at 4% or $197,639 at 6%; with 100% employer match about $222,344 at 4% or $148,229 at 6%.
Consolidated Asset Management 401K Profit Sharing Plan-4$236,710$54,190$13,548iApproximate average salary by contribution assumption: employee only about $338,688 at 4% or $225,792 at 6%; with 50% employer match about $225,792 at 4% or $150,528 at 6%; with 100% employer match about $169,344 at 4% or $112,896 at 6%.
CONSOLIDATED ASSET MANAGEMENT MONEY PURCHASE PLAN-4$78,253$16,960$4,240iApproximate average salary by contribution assumption: employee only about $106,000 at 4% or $70,667 at 6%; with 50% employer match about $70,667 at 4% or $47,111 at 6%; with 100% employer match about $53,000 at 4% or $35,333 at 6%.
200025$298,060$67,576$13,515iApproximate average salary by contribution assumption: employee only about $337,880 at 4% or $225,253 at 6%; with 50% employer match about $225,253 at 4% or $150,169 at 6%; with 100% employer match about $168,940 at 4% or $112,627 at 6%.
Consolidated Asset Management 401K Profit Sharing Plan-5$222,681$50,887$10,177iApproximate average salary by contribution assumption: employee only about $254,435 at 4% or $169,623 at 6%; with 50% employer match about $169,623 at 4% or $113,082 at 6%; with 100% employer match about $127,218 at 4% or $84,812 at 6%.
CONSOLIDATED ASSET MANAGEMENT MONEY PURCHASE PLAN-5$75,379$16,689$3,338iApproximate average salary by contribution assumption: employee only about $83,445 at 4% or $55,630 at 6%; with 50% employer match about $55,630 at 4% or $37,087 at 6%; with 100% employer match about $41,723 at 4% or $27,815 at 6%.
199914$187,606$49,781$12,445iApproximate average salary by contribution assumption: employee only about $311,131 at 4% or $207,421 at 6%; with 50% employer match about $207,421 at 4% or $138,281 at 6%; with 100% employer match about $155,566 at 4% or $103,710 at 6%.
Consolidated Asset Management 401K Profit Sharing Plan-4$187,606$49,781$12,445iApproximate average salary by contribution assumption: employee only about $311,131 at 4% or $207,421 at 6%; with 50% employer match about $207,421 at 4% or $138,281 at 6%; with 100% employer match about $155,566 at 4% or $103,710 at 6%.