Winfred C. Harper Insurance Agency Inc.
Plan context: Winfred C. Harper Insurance Agency Inc. Profit Sharing Plan and Trust
EIN 56-0633110 • Burlington, NC • 15 filings • 1 plans
Current Snapshot
Latest Year
2013
2013 Participants
12
2013 Assets
$644,369
2013 Contributions
$37,062
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 |
|---|---|---|---|---|---|
| 2013 | 1 | 12 | $644,369 | $37,062 | $3,089iApproximate average salary by contribution assumption: employee only about $77,213 at 4% or $51,475 at 6%; with 50% employer match about $51,475 at 4% or $34,317 at 6%; with 100% employer match about $38,606 at 4% or $25,738 at 6%. |
| Winfred C. Harper Insurance Agency Inc. Profit Sharing Plan and Trust | - | 12 | $644,369 | $37,062 | $3,089iApproximate average salary by contribution assumption: employee only about $77,213 at 4% or $51,475 at 6%; with 50% employer match about $51,475 at 4% or $34,317 at 6%; with 100% employer match about $38,606 at 4% or $25,738 at 6%. |
| 2012 | 1 | 12 | $600,149 | $29,282 | $2,440iApproximate average salary by contribution assumption: employee only about $61,004 at 4% or $40,669 at 6%; with 50% employer match about $40,669 at 4% or $27,113 at 6%; with 100% employer match about $30,502 at 4% or $20,335 at 6%. |
| Winfred C. Harper Insurance Agency Inc. Profit Sharing Plan and Trust | - | 12 | $600,149 | $29,282 | $2,440iApproximate average salary by contribution assumption: employee only about $61,004 at 4% or $40,669 at 6%; with 50% employer match about $40,669 at 4% or $27,113 at 6%; with 100% employer match about $30,502 at 4% or $20,335 at 6%. |
| 2011 | 1 | 10 | $543,643 | $27,478 | $2,748iApproximate average salary by contribution assumption: employee only about $68,695 at 4% or $45,797 at 6%; with 50% employer match about $45,797 at 4% or $30,531 at 6%; with 100% employer match about $34,348 at 4% or $22,898 at 6%. |
| Winfred C. Harper Insurance Agency Inc. Profit Sharing Plan and Trust | - | 10 | $543,643 | $27,478 | $2,748iApproximate average salary by contribution assumption: employee only about $68,695 at 4% or $45,797 at 6%; with 50% employer match about $45,797 at 4% or $30,531 at 6%; with 100% employer match about $34,348 at 4% or $22,898 at 6%. |
| 2010 | 1 | 10 | $503,160 | $33,527 | $3,353iApproximate average salary by contribution assumption: employee only about $83,818 at 4% or $55,878 at 6%; with 50% employer match about $55,878 at 4% or $37,252 at 6%; with 100% employer match about $41,909 at 4% or $27,939 at 6%. |
| Winfred C. Harper Insurance Agency Inc. Profit Sharing Plan and Trust | - | 10 | $503,160 | $33,527 | $3,353iApproximate average salary by contribution assumption: employee only about $83,818 at 4% or $55,878 at 6%; with 50% employer match about $55,878 at 4% or $37,252 at 6%; with 100% employer match about $41,909 at 4% or $27,939 at 6%. |
| 2009 | 1 | 10 | $744,938 | $50,913 | $5,091iApproximate average salary by contribution assumption: employee only about $127,283 at 4% or $84,855 at 6%; with 50% employer match about $84,855 at 4% or $56,570 at 6%; with 100% employer match about $63,641 at 4% or $42,428 at 6%. |
| Winfred C. Harper Insurance Agency Inc. Profit Sharing Plan and Trust | - | 10 | $744,938 | $50,913 | $5,091iApproximate average salary by contribution assumption: employee only about $127,283 at 4% or $84,855 at 6%; with 50% employer match about $84,855 at 4% or $56,570 at 6%; with 100% employer match about $63,641 at 4% or $42,428 at 6%. |
| 2008 | 1 | 12 | $0 | $0 | - |
| Winfred C. Harper Insurance Agency Inc. Profit Sharing Plan and Trust | - | 12 | - | - | - |
| 2007 | 1 | 9 | $0 | $0 | - |
| Winfred C. Harper Insurance Agency Inc. Profit Sharing Plan and Trust | - | 9 | - | - | - |
| 2006 | 1 | 10 | $656,236 | $46,557 | $4,656iApproximate average salary by contribution assumption: employee only about $116,393 at 4% or $77,595 at 6%; with 50% employer match about $77,595 at 4% or $51,730 at 6%; with 100% employer match about $58,196 at 4% or $38,798 at 6%. |
| Winfred C. Harper Insurance Agency Inc. Profit Sharing Plan and Trust | - | 10 | $656,236 | $46,557 | $4,656iApproximate average salary by contribution assumption: employee only about $116,393 at 4% or $77,595 at 6%; with 50% employer match about $77,595 at 4% or $51,730 at 6%; with 100% employer match about $58,196 at 4% or $38,798 at 6%. |
| 2005 | 1 | 9 | $588,165 | $42,324 | $4,703iApproximate average salary by contribution assumption: employee only about $117,567 at 4% or $78,378 at 6%; with 50% employer match about $78,378 at 4% or $52,252 at 6%; with 100% employer match about $58,783 at 4% or $39,189 at 6%. |
| Winfred C. Harper Insurance Agency Inc. Profit Sharing Plan and Trust | - | 9 | $588,165 | $42,324 | $4,703iApproximate average salary by contribution assumption: employee only about $117,567 at 4% or $78,378 at 6%; with 50% employer match about $78,378 at 4% or $52,252 at 6%; with 100% employer match about $58,783 at 4% or $39,189 at 6%. |
| 2004 | 1 | 9 | $514,906 | $40,706 | $4,523iApproximate average salary by contribution assumption: employee only about $113,072 at 4% or $75,381 at 6%; with 50% employer match about $75,381 at 4% or $50,254 at 6%; with 100% employer match about $56,536 at 4% or $37,691 at 6%. |
| Winfred C. Harper Insurance Agency Inc. Profit Sharing Plan and Trust | - | 9 | $514,906 | $40,706 | $4,523iApproximate average salary by contribution assumption: employee only about $113,072 at 4% or $75,381 at 6%; with 50% employer match about $75,381 at 4% or $50,254 at 6%; with 100% employer match about $56,536 at 4% or $37,691 at 6%. |
| 2003 | 1 | 9 | $469,099 | $62,690 | $6,966iApproximate average salary by contribution assumption: employee only about $174,139 at 4% or $116,093 at 6%; with 50% employer match about $116,093 at 4% or $77,395 at 6%; with 100% employer match about $87,069 at 4% or $58,046 at 6%. |
| Winfred C. Harper Insurance Agency Inc. Profit Sharing Plan and Trust | - | 9 | $469,099 | $62,690 | $6,966iApproximate average salary by contribution assumption: employee only about $174,139 at 4% or $116,093 at 6%; with 50% employer match about $116,093 at 4% or $77,395 at 6%; with 100% employer match about $87,069 at 4% or $58,046 at 6%. |
| 2002 | 1 | 10 | $0 | $0 | - |
| Winfred C. Harper Insurance Agency Inc. Profit Sharing Plan and Trust | - | 10 | - | - | - |
| 2001 | 1 | 9 | $451,857 | $0 | - |
| Winfred C. Harper Insurance Agency Inc. Profit Sharing Plan and Trust | - | 9 | $451,857 | - | - |
| 2000 | 1 | 8 | $493,331 | $0 | - |
| Winfred C. Harper Insurance Agency Inc. Profit Sharing Plan and Trust | - | 8 | $493,331 | - | - |
| 1999 | 1 | 8 | $562,325 | $0 | - |
| Winfred C. Harper Insurance Agency Inc. Profit Sharing Plan and Trust | - | 8 | $562,325 | - | - |