Gelder & Associates Inc.
Plan context: GELDER & ASSOCIATES, INC. CASH BALANCE PLAN
EIN 56-0585149 • Wake Forest, NC • 31 filings • 2 plans
Current Snapshot
Latest Year
2022
2022 Participants
5
2022 Assets
$3,769,104
2022 Contributions
$32,800
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 |
|---|---|---|---|---|---|
| 2022 | 2 | 0 | $0 | $32,800 | - |
| GELDER & ASSOCIATES, INC. CASH BALANCE PLAN | - | 0 | $0 | $32,800 | - |
| Gelder & Associates Inc. Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2021 | 2 | 5 | $3,769,104 | $32,800 | $6,560iApproximate average salary by contribution assumption: employee only about $164,000 at 4% or $109,333 at 6%; with 50% employer match about $109,333 at 4% or $72,889 at 6%; with 100% employer match about $82,000 at 4% or $54,667 at 6%. |
| GELDER & ASSOCIATES, INC. CASH BALANCE PLAN | - | 5 | $2,413,455 | $32,800 | $6,560iApproximate average salary by contribution assumption: employee only about $164,000 at 4% or $109,333 at 6%; with 50% employer match about $109,333 at 4% or $72,889 at 6%; with 100% employer match about $82,000 at 4% or $54,667 at 6%. |
| Gelder & Associates Inc. Profit Sharing Plan | - | 3 | $1,355,649 | - | - |
| 2020 | 2 | 80 | $6,351,386 | $890,518 | $11,131iApproximate average salary by contribution assumption: employee only about $278,287 at 4% or $185,525 at 6%; with 50% employer match about $185,525 at 4% or $123,683 at 6%; with 100% employer match about $139,143 at 4% or $92,762 at 6%. |
| Gelder & Associates Inc. Profit Sharing Plan | - | 80 | $3,995,982 | $249,113 | $3,114iApproximate average salary by contribution assumption: employee only about $77,848 at 4% or $51,899 at 6%; with 50% employer match about $51,899 at 4% or $34,599 at 6%; with 100% employer match about $38,924 at 4% or $25,949 at 6%. |
| GELDER & ASSOCIATES, INC. CASH BALANCE PLAN | - | 3 | $2,355,404 | $641,405 | $213,802iApproximate average salary by contribution assumption: employee only about $5,345,042 at 4% or $3,563,361 at 6%; with 50% employer match about $3,563,361 at 4% or $2,375,574 at 6%; with 100% employer match about $2,672,521 at 4% or $1,781,681 at 6%. |
| 2019 | 2 | 78 | $4,580,719 | $401,546 | $5,148iApproximate average salary by contribution assumption: employee only about $128,701 at 4% or $85,800 at 6%; with 50% employer match about $85,800 at 4% or $57,200 at 6%; with 100% employer match about $64,350 at 4% or $42,900 at 6%. |
| Gelder & Associates Inc. Profit Sharing Plan | - | 78 | $3,269,500 | $241,546 | $3,097iApproximate average salary by contribution assumption: employee only about $77,419 at 4% or $51,612 at 6%; with 50% employer match about $51,612 at 4% or $34,408 at 6%; with 100% employer match about $38,709 at 4% or $25,806 at 6%. |
| GELDER & ASSOCIATES, INC. CASH BALANCE PLAN | - | 41 | $1,311,219 | $160,000 | $3,902iApproximate average salary by contribution assumption: employee only about $97,561 at 4% or $65,041 at 6%; with 50% employer match about $65,041 at 4% or $43,360 at 6%; with 100% employer match about $48,780 at 4% or $32,520 at 6%. |
| 2018 | 2 | 77 | $4,068,144 | $606,873 | $7,881iApproximate average salary by contribution assumption: employee only about $197,037 at 4% or $131,358 at 6%; with 50% employer match about $131,358 at 4% or $87,572 at 6%; with 100% employer match about $98,518 at 4% or $65,679 at 6%. |
| Gelder & Associates Inc. Profit Sharing Plan | - | 77 | $2,970,332 | $235,072 | $3,053iApproximate average salary by contribution assumption: employee only about $76,322 at 4% or $50,881 at 6%; with 50% employer match about $50,881 at 4% or $33,921 at 6%; with 100% employer match about $38,161 at 4% or $25,441 at 6%. |
| GELDER & ASSOCIATES, INC. CASH BALANCE PLAN | - | 43 | $1,097,812 | $371,801 | $8,647iApproximate average salary by contribution assumption: employee only about $216,163 at 4% or $144,109 at 6%; with 50% employer match about $144,109 at 4% or $96,073 at 6%; with 100% employer match about $108,082 at 4% or $72,054 at 6%. |
| 2017 | 2 | 76 | $3,605,688 | $600,000 | $7,895iApproximate average salary by contribution assumption: employee only about $197,368 at 4% or $131,579 at 6%; with 50% employer match about $131,579 at 4% or $87,719 at 6%; with 100% employer match about $98,684 at 4% or $65,789 at 6%. |
| Gelder & Associates Inc. Profit Sharing Plan | - | 76 | $2,888,669 | $261,751 | $3,444iApproximate average salary by contribution assumption: employee only about $86,102 at 4% or $57,402 at 6%; with 50% employer match about $57,402 at 4% or $38,268 at 6%; with 100% employer match about $43,051 at 4% or $28,701 at 6%. |
| GELDER & ASSOCIATES, INC. CASH BALANCE PLAN | - | 40 | $717,019 | $338,249 | $8,456iApproximate average salary by contribution assumption: employee only about $211,406 at 4% or $140,937 at 6%; with 50% employer match about $140,937 at 4% or $93,958 at 6%; with 100% employer match about $105,703 at 4% or $70,469 at 6%. |
| 2016 | 2 | 73 | $3,086,906 | $612,520 | $8,391iApproximate average salary by contribution assumption: employee only about $209,767 at 4% or $139,845 at 6%; with 50% employer match about $139,845 at 4% or $93,230 at 6%; with 100% employer match about $104,884 at 4% or $69,922 at 6%. |
| Gelder & Associates Inc. Profit Sharing Plan | - | 73 | $2,717,552 | $243,166 | $3,331iApproximate average salary by contribution assumption: employee only about $83,276 at 4% or $55,517 at 6%; with 50% employer match about $55,517 at 4% or $37,012 at 6%; with 100% employer match about $41,638 at 4% or $27,759 at 6%. |
| GELDER & ASSOCIATES, INC. CASH BALANCE PLAN | - | 34 | $369,354 | $369,354 | $10,863iApproximate average salary by contribution assumption: employee only about $271,584 at 4% or $181,056 at 6%; with 50% employer match about $181,056 at 4% or $120,704 at 6%; with 100% employer match about $135,792 at 4% or $90,528 at 6%. |
| 2015 | 1 | 75 | $2,528,637 | $175,000 | $2,333iApproximate average salary by contribution assumption: employee only about $58,333 at 4% or $38,889 at 6%; with 50% employer match about $38,889 at 4% or $25,926 at 6%; with 100% employer match about $29,167 at 4% or $19,444 at 6%. |
| Gelder & Associates Inc. Profit Sharing Plan | - | 75 | $2,528,637 | $175,000 | $2,333iApproximate average salary by contribution assumption: employee only about $58,333 at 4% or $38,889 at 6%; with 50% employer match about $38,889 at 4% or $25,926 at 6%; with 100% employer match about $29,167 at 4% or $19,444 at 6%. |
| 2014 | 1 | 70 | $2,585,778 | $150,000 | $2,143iApproximate average salary by contribution assumption: employee only about $53,571 at 4% or $35,714 at 6%; with 50% employer match about $35,714 at 4% or $23,810 at 6%; with 100% employer match about $26,786 at 4% or $17,857 at 6%. |
| Gelder & Associates Inc. Profit Sharing Plan | - | 70 | $2,585,778 | $150,000 | $2,143iApproximate average salary by contribution assumption: employee only about $53,571 at 4% or $35,714 at 6%; with 50% employer match about $35,714 at 4% or $23,810 at 6%; with 100% employer match about $26,786 at 4% or $17,857 at 6%. |
| 2013 | 1 | 68 | $2,580,752 | $100,000 | $1,471iApproximate average salary by contribution assumption: employee only about $36,765 at 4% or $24,510 at 6%; with 50% employer match about $24,510 at 4% or $16,340 at 6%; with 100% employer match about $18,382 at 4% or $12,255 at 6%. |
| Gelder & Associates Inc. Profit Sharing Plan | - | 68 | $2,580,752 | $100,000 | $1,471iApproximate average salary by contribution assumption: employee only about $36,765 at 4% or $24,510 at 6%; with 50% employer match about $24,510 at 4% or $16,340 at 6%; with 100% employer match about $18,382 at 4% or $12,255 at 6%. |
| 2012 | 1 | 117 | $2,333,974 | $100,000 | $855iApproximate average salary by contribution assumption: employee only about $21,368 at 4% or $14,245 at 6%; with 50% employer match about $14,245 at 4% or $9,497 at 6%; with 100% employer match about $10,684 at 4% or $7,123 at 6%. |
| Gelder & Associates Inc. Profit Sharing Plan | - | 117 | $2,333,974 | $100,000 | $855iApproximate average salary by contribution assumption: employee only about $21,368 at 4% or $14,245 at 6%; with 50% employer match about $14,245 at 4% or $9,497 at 6%; with 100% employer match about $10,684 at 4% or $7,123 at 6%. |
| 2011 | 1 | 95 | $2,035,584 | $0 | - |
| Gelder & Associates Inc. Profit Sharing Plan | - | 95 | $2,035,584 | - | - |
| 2010 | 1 | 96 | $2,375,728 | $50,000 | $521iApproximate average salary by contribution assumption: employee only about $13,021 at 4% or $8,681 at 6%; with 50% employer match about $8,681 at 4% or $5,787 at 6%; with 100% employer match about $6,510 at 4% or $4,340 at 6%. |
| Gelder & Associates Inc. Profit Sharing Plan | - | 96 | $2,375,728 | $50,000 | $521iApproximate average salary by contribution assumption: employee only about $13,021 at 4% or $8,681 at 6%; with 50% employer match about $8,681 at 4% or $5,787 at 6%; with 100% employer match about $6,510 at 4% or $4,340 at 6%. |
| 2009 | 1 | 88 | $2,021,968 | $0 | - |
| Gelder & Associates Inc. Profit Sharing Plan | - | 88 | $2,021,968 | - | - |
| 2008 | 1 | 49 | $1,812,561 | $0 | - |
| Gelder & Associates Inc. Profit Sharing Plan | - | 49 | $1,812,561 | - | - |
| 2007 | 1 | 62 | $0 | $0 | - |
| Gelder & Associates Inc. Profit Sharing Plan | - | 62 | - | - | - |
| 2006 | 1 | 62 | $2,375,581 | $180,000 | $2,903iApproximate average salary by contribution assumption: employee only about $72,581 at 4% or $48,387 at 6%; with 50% employer match about $48,387 at 4% or $32,258 at 6%; with 100% employer match about $36,290 at 4% or $24,194 at 6%. |
| Gelder & Associates Inc. Profit Sharing Plan | - | 62 | $2,375,581 | $180,000 | $2,903iApproximate average salary by contribution assumption: employee only about $72,581 at 4% or $48,387 at 6%; with 50% employer match about $48,387 at 4% or $32,258 at 6%; with 100% employer match about $36,290 at 4% or $24,194 at 6%. |
| 2005 | 1 | 56 | $1,920,743 | $0 | - |
| Gelder & Associates Inc. Profit Sharing Plan | - | 56 | $1,920,743 | - | - |
| 2004 | 1 | 68 | $1,791,145 | $240,000 | $3,529iApproximate average salary by contribution assumption: employee only about $88,235 at 4% or $58,824 at 6%; with 50% employer match about $58,824 at 4% or $39,216 at 6%; with 100% employer match about $44,118 at 4% or $29,412 at 6%. |
| Gelder & Associates Inc. Profit Sharing Plan | - | 68 | $1,791,145 | $240,000 | $3,529iApproximate average salary by contribution assumption: employee only about $88,235 at 4% or $58,824 at 6%; with 50% employer match about $58,824 at 4% or $39,216 at 6%; with 100% employer match about $44,118 at 4% or $29,412 at 6%. |
| 2003 | 1 | 56 | $1,436,351 | $220,000 | $3,929iApproximate average salary by contribution assumption: employee only about $98,214 at 4% or $65,476 at 6%; with 50% employer match about $65,476 at 4% or $43,651 at 6%; with 100% employer match about $49,107 at 4% or $32,738 at 6%. |
| Gelder & Associates Inc. Profit Sharing Plan | - | 56 | $1,436,351 | $220,000 | $3,929iApproximate average salary by contribution assumption: employee only about $98,214 at 4% or $65,476 at 6%; with 50% employer match about $65,476 at 4% or $43,651 at 6%; with 100% employer match about $49,107 at 4% or $32,738 at 6%. |
| 2002 | 1 | 49 | $0 | $0 | - |
| Gelder & Associates Inc. Profit Sharing Plan | - | 49 | - | - | - |
| 2001 | 1 | 46 | $0 | $0 | - |
| Gelder & Associates Inc. Profit Sharing Plan | - | 46 | - | - | - |
| 2000 | 1 | 44 | $0 | $0 | - |
| Gelder & Associates Inc. Profit Sharing Plan | - | 44 | - | - | - |
| 1999 | 1 | 39 | $935,742 | $176,247 | $4,519iApproximate average salary by contribution assumption: employee only about $112,979 at 4% or $75,319 at 6%; with 50% employer match about $75,319 at 4% or $50,213 at 6%; with 100% employer match about $56,489 at 4% or $37,660 at 6%. |
| Gelder & Associates Inc. Profit Sharing Plan | - | 39 | $935,742 | $176,247 | $4,519iApproximate average salary by contribution assumption: employee only about $112,979 at 4% or $75,319 at 6%; with 50% employer match about $75,319 at 4% or $50,213 at 6%; with 100% employer match about $56,489 at 4% or $37,660 at 6%. |