J.T. Alexander & Son Inc.
Plan context: J.T. Alexander & Son Inc. 401(K) Plan
EIN 56-0477998 • Statesville, NC • 24 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
44
2024 Assets
$1,148,684
2024 Contributions
$156,525
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 44 | $1,148,684 | $156,525 | $3,557iApproximate average salary by contribution assumption: employee only about $88,935 at 4% or $59,290 at 6%; with 50% employer match about $59,290 at 4% or $39,527 at 6%; with 100% employer match about $44,467 at 4% or $29,645 at 6%. |
| J.T. Alexander & Son Inc. 401(K) Plan | - | 44 | $1,148,684 | $156,525 | $3,557iApproximate average salary by contribution assumption: employee only about $88,935 at 4% or $59,290 at 6%; with 50% employer match about $59,290 at 4% or $39,527 at 6%; with 100% employer match about $44,467 at 4% or $29,645 at 6%. |
| 2023 | 1 | 38 | $901,572 | $105,797 | $2,784iApproximate average salary by contribution assumption: employee only about $69,603 at 4% or $46,402 at 6%; with 50% employer match about $46,402 at 4% or $30,935 at 6%; with 100% employer match about $34,802 at 4% or $23,201 at 6%. |
| J.T. Alexander & Son Inc. 401(K) Plan | - | 38 | $901,572 | $105,797 | $2,784iApproximate average salary by contribution assumption: employee only about $69,603 at 4% or $46,402 at 6%; with 50% employer match about $46,402 at 4% or $30,935 at 6%; with 100% employer match about $34,802 at 4% or $23,201 at 6%. |
| 2022 | 1 | 40 | $720,173 | $92,684 | $2,317iApproximate average salary by contribution assumption: employee only about $57,928 at 4% or $38,618 at 6%; with 50% employer match about $38,618 at 4% or $25,746 at 6%; with 100% employer match about $28,964 at 4% or $19,309 at 6%. |
| J.T. Alexander & Son Inc. 401(K) Plan | - | 40 | $720,173 | $92,684 | $2,317iApproximate average salary by contribution assumption: employee only about $57,928 at 4% or $38,618 at 6%; with 50% employer match about $38,618 at 4% or $25,746 at 6%; with 100% employer match about $28,964 at 4% or $19,309 at 6%. |
| 2021 | 1 | 40 | $783,630 | $111,587 | $2,790iApproximate average salary by contribution assumption: employee only about $69,742 at 4% or $46,495 at 6%; with 50% employer match about $46,495 at 4% or $30,996 at 6%; with 100% employer match about $34,871 at 4% or $23,247 at 6%. |
| J.T. Alexander & Son Inc. 401(K) Plan | - | 40 | $783,630 | $111,587 | $2,790iApproximate average salary by contribution assumption: employee only about $69,742 at 4% or $46,495 at 6%; with 50% employer match about $46,495 at 4% or $30,996 at 6%; with 100% employer match about $34,871 at 4% or $23,247 at 6%. |
| 2020 | 1 | 38 | $1,066,195 | $134,027 | $3,527iApproximate average salary by contribution assumption: employee only about $88,176 at 4% or $58,784 at 6%; with 50% employer match about $58,784 at 4% or $39,189 at 6%; with 100% employer match about $44,088 at 4% or $29,392 at 6%. |
| J.T. Alexander & Son Inc. 401(K) Plan | - | 38 | $1,066,195 | $134,027 | $3,527iApproximate average salary by contribution assumption: employee only about $88,176 at 4% or $58,784 at 6%; with 50% employer match about $58,784 at 4% or $39,189 at 6%; with 100% employer match about $44,088 at 4% or $29,392 at 6%. |
| 2019 | 1 | 0 | $846,091 | $70,384 | - |
| J.T. Alexander & Son Inc. 401(K) Plan | - | - | $846,091 | $70,384 | - |
| 2018 | 1 | 15 | $707,907 | $68,485 | $4,566iApproximate average salary by contribution assumption: employee only about $114,142 at 4% or $76,094 at 6%; with 50% employer match about $76,094 at 4% or $50,730 at 6%; with 100% employer match about $57,071 at 4% or $38,047 at 6%. |
| J.T. Alexander & Son Inc. 401(K) Plan | - | 15 | $707,907 | $68,485 | $4,566iApproximate average salary by contribution assumption: employee only about $114,142 at 4% or $76,094 at 6%; with 50% employer match about $76,094 at 4% or $50,730 at 6%; with 100% employer match about $57,071 at 4% or $38,047 at 6%. |
| 2017 | 1 | 11 | $754,423 | $75,272 | $6,843iApproximate average salary by contribution assumption: employee only about $171,073 at 4% or $114,048 at 6%; with 50% employer match about $114,048 at 4% or $76,032 at 6%; with 100% employer match about $85,536 at 4% or $57,024 at 6%. |
| J.T. Alexander & Son Inc. 401(K) Plan | - | 11 | $754,423 | $75,272 | $6,843iApproximate average salary by contribution assumption: employee only about $171,073 at 4% or $114,048 at 6%; with 50% employer match about $114,048 at 4% or $76,032 at 6%; with 100% employer match about $85,536 at 4% or $57,024 at 6%. |
| 2016 | 1 | 11 | $726,880 | $40,686 | $3,699iApproximate average salary by contribution assumption: employee only about $92,468 at 4% or $61,645 at 6%; with 50% employer match about $61,645 at 4% or $41,097 at 6%; with 100% employer match about $46,234 at 4% or $30,823 at 6%. |
| J.T. Alexander & Son Inc. 401(K) Plan | - | 11 | $726,880 | $40,686 | $3,699iApproximate average salary by contribution assumption: employee only about $92,468 at 4% or $61,645 at 6%; with 50% employer match about $61,645 at 4% or $41,097 at 6%; with 100% employer match about $46,234 at 4% or $30,823 at 6%. |
| 2015 | 1 | 11 | $662,712 | $36,687 | $3,335iApproximate average salary by contribution assumption: employee only about $83,380 at 4% or $55,586 at 6%; with 50% employer match about $55,586 at 4% or $37,058 at 6%; with 100% employer match about $41,690 at 4% or $27,793 at 6%. |
| J.T. Alexander & Son Inc. 401(K) Plan | - | 11 | $662,712 | $36,687 | $3,335iApproximate average salary by contribution assumption: employee only about $83,380 at 4% or $55,586 at 6%; with 50% employer match about $55,586 at 4% or $37,058 at 6%; with 100% employer match about $41,690 at 4% or $27,793 at 6%. |
| 2013 | 1 | 13 | $579,481 | $49,420 | $3,802iApproximate average salary by contribution assumption: employee only about $95,038 at 4% or $63,359 at 6%; with 50% employer match about $63,359 at 4% or $42,239 at 6%; with 100% employer match about $47,519 at 4% or $31,679 at 6%. |
| J.T. Alexander & Son Inc. 401(K) Plan | - | 13 | $579,481 | $49,420 | $3,802iApproximate average salary by contribution assumption: employee only about $95,038 at 4% or $63,359 at 6%; with 50% employer match about $63,359 at 4% or $42,239 at 6%; with 100% employer match about $47,519 at 4% or $31,679 at 6%. |
| 2012 | 1 | 11 | $526,599 | $34,754 | $3,159iApproximate average salary by contribution assumption: employee only about $78,986 at 4% or $52,658 at 6%; with 50% employer match about $52,658 at 4% or $35,105 at 6%; with 100% employer match about $39,493 at 4% or $26,329 at 6%. |
| J.T. Alexander & Son Inc. 401(K) Plan | - | 11 | $526,599 | $34,754 | $3,159iApproximate average salary by contribution assumption: employee only about $78,986 at 4% or $52,658 at 6%; with 50% employer match about $52,658 at 4% or $35,105 at 6%; with 100% employer match about $39,493 at 4% or $26,329 at 6%. |
| 2011 | 1 | 11 | $477,829 | $33,678 | $3,062iApproximate average salary by contribution assumption: employee only about $76,541 at 4% or $51,027 at 6%; with 50% employer match about $51,027 at 4% or $34,018 at 6%; with 100% employer match about $38,270 at 4% or $25,514 at 6%. |
| J.T. Alexander & Son Inc. 401(K) Plan | - | 11 | $477,829 | $33,678 | $3,062iApproximate average salary by contribution assumption: employee only about $76,541 at 4% or $51,027 at 6%; with 50% employer match about $51,027 at 4% or $34,018 at 6%; with 100% employer match about $38,270 at 4% or $25,514 at 6%. |
| 2010 | 1 | 11 | $449,520 | $35,098 | $3,191iApproximate average salary by contribution assumption: employee only about $79,768 at 4% or $53,179 at 6%; with 50% employer match about $53,179 at 4% or $35,453 at 6%; with 100% employer match about $39,884 at 4% or $26,589 at 6%. |
| J.T. Alexander & Son Inc. 401(K) Plan | - | 11 | $449,520 | $35,098 | $3,191iApproximate average salary by contribution assumption: employee only about $79,768 at 4% or $53,179 at 6%; with 50% employer match about $53,179 at 4% or $35,453 at 6%; with 100% employer match about $39,884 at 4% or $26,589 at 6%. |
| 2009 | 1 | 9 | $403,994 | $36,223 | $4,025iApproximate average salary by contribution assumption: employee only about $100,619 at 4% or $67,080 at 6%; with 50% employer match about $67,080 at 4% or $44,720 at 6%; with 100% employer match about $50,310 at 4% or $33,540 at 6%. |
| J.T. Alexander & Son Inc. 401(K) Plan | - | 9 | $403,994 | $36,223 | $4,025iApproximate average salary by contribution assumption: employee only about $100,619 at 4% or $67,080 at 6%; with 50% employer match about $67,080 at 4% or $44,720 at 6%; with 100% employer match about $50,310 at 4% or $33,540 at 6%. |
| 2008 | 1 | 8 | $359,015 | $35,061 | $4,383iApproximate average salary by contribution assumption: employee only about $109,566 at 4% or $73,044 at 6%; with 50% employer match about $73,044 at 4% or $48,696 at 6%; with 100% employer match about $54,783 at 4% or $36,522 at 6%. |
| J.T. Alexander & Son Inc. 401(K) Plan | - | 8 | $359,015 | $35,061 | $4,383iApproximate average salary by contribution assumption: employee only about $109,566 at 4% or $73,044 at 6%; with 50% employer match about $73,044 at 4% or $48,696 at 6%; with 100% employer match about $54,783 at 4% or $36,522 at 6%. |
| 2007 | 1 | 11 | $417,484 | $45,865 | $4,170iApproximate average salary by contribution assumption: employee only about $104,239 at 4% or $69,492 at 6%; with 50% employer match about $69,492 at 4% or $46,328 at 6%; with 100% employer match about $52,119 at 4% or $34,746 at 6%. |
| J.T. Alexander & Son Inc. 401(K) Plan | - | 11 | $417,484 | $45,865 | $4,170iApproximate average salary by contribution assumption: employee only about $104,239 at 4% or $69,492 at 6%; with 50% employer match about $69,492 at 4% or $46,328 at 6%; with 100% employer match about $52,119 at 4% or $34,746 at 6%. |
| 2006 | 1 | 12 | $442,856 | $26,865 | $2,239iApproximate average salary by contribution assumption: employee only about $55,969 at 4% or $37,313 at 6%; with 50% employer match about $37,313 at 4% or $24,875 at 6%; with 100% employer match about $27,984 at 4% or $18,656 at 6%. |
| J.T. Alexander & Son Inc. 401(K) Plan | - | 12 | $442,856 | $26,865 | $2,239iApproximate average salary by contribution assumption: employee only about $55,969 at 4% or $37,313 at 6%; with 50% employer match about $37,313 at 4% or $24,875 at 6%; with 100% employer match about $27,984 at 4% or $18,656 at 6%. |
| 2005 | 1 | 12 | $407,903 | $47,625 | $3,969iApproximate average salary by contribution assumption: employee only about $99,219 at 4% or $66,146 at 6%; with 50% employer match about $66,146 at 4% or $44,097 at 6%; with 100% employer match about $49,609 at 4% or $33,073 at 6%. |
| J.T. Alexander & Son Inc. 401(K) Plan | - | 12 | $407,903 | $47,625 | $3,969iApproximate average salary by contribution assumption: employee only about $99,219 at 4% or $66,146 at 6%; with 50% employer match about $66,146 at 4% or $44,097 at 6%; with 100% employer match about $49,609 at 4% or $33,073 at 6%. |
| 2004 | 1 | 13 | $343,908 | $38,298 | $2,946iApproximate average salary by contribution assumption: employee only about $73,650 at 4% or $49,100 at 6%; with 50% employer match about $49,100 at 4% or $32,733 at 6%; with 100% employer match about $36,825 at 4% or $24,550 at 6%. |
| J.T. Alexander & Son Inc. 401(K) Plan | - | 13 | $343,908 | $38,298 | $2,946iApproximate average salary by contribution assumption: employee only about $73,650 at 4% or $49,100 at 6%; with 50% employer match about $49,100 at 4% or $32,733 at 6%; with 100% employer match about $36,825 at 4% or $24,550 at 6%. |
| 2003 | 1 | 13 | $0 | $0 | - |
| J.T. Alexander & Son Inc. 401(K) Plan | - | 13 | - | - | - |
| 2002 | 1 | 11 | $264,390 | $46,846 | $4,259iApproximate average salary by contribution assumption: employee only about $106,468 at 4% or $70,979 at 6%; with 50% employer match about $70,979 at 4% or $47,319 at 6%; with 100% employer match about $53,234 at 4% or $35,489 at 6%. |
| J.T. Alexander & Son Inc. 401(K) Plan | - | 11 | $264,390 | $46,846 | $4,259iApproximate average salary by contribution assumption: employee only about $106,468 at 4% or $70,979 at 6%; with 50% employer match about $70,979 at 4% or $47,319 at 6%; with 100% employer match about $53,234 at 4% or $35,489 at 6%. |
| 2001 | 1 | 16 | $270,555 | $66,667 | $4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,445 at 6%; with 50% employer match about $69,445 at 4% or $46,297 at 6%; with 100% employer match about $52,084 at 4% or $34,722 at 6%. |
| J.T. Alexander & Son Inc. 401(K) Plan | - | 16 | $270,555 | $66,667 | $4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,445 at 6%; with 50% employer match about $69,445 at 4% or $46,297 at 6%; with 100% employer match about $52,084 at 4% or $34,722 at 6%. |
| 2000 | 1 | 21 | $0 | $0 | - |
| J.T. Alexander & Son Inc. 401(K) Plan | - | 21 | - | - | - |