Civic Intelligence

S & D Coffee Inc.

Plan context: S & D Coffee Inc. 401K Employee Savings and Investment Plan

EIN 56-0677417 • Concord, NC • 60 filings • 10 plans

300 Concord Pkwy SConcord, NC 28027-6702
Current Snapshot

Latest Year

2023

2023 Participants

869

2023 Assets

$67,138,463

2023 Contributions

$4,706,704

Historical Graphs

Total Assets Over Time

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

$94,275,680$47,137,840$0199920102021YearValue
$67,138,463Latest year 2021

Participants Over Time

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

1,2686340199920112023YearValue
869Latest year 2023

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
20231869$0$0-
S&D Coffee Inc. Group Insurance Plan-869---
20221929$0$0-
S&D Coffee Inc. Group Insurance Plan-929---
20212763$67,138,463$4,706,704$6,169iApproximate average salary by contribution assumption: employee only about $154,217 at 4% or $102,811 at 6%; with 50% employer match about $102,811 at 4% or $68,541 at 6%; with 100% employer match about $77,109 at 4% or $51,406 at 6%.
S & D Coffee Inc. 401K Employee Savings and Investment Plan-763$67,138,463$4,706,704$6,169iApproximate average salary by contribution assumption: employee only about $154,217 at 4% or $102,811 at 6%; with 50% employer match about $102,811 at 4% or $68,541 at 6%; with 100% employer match about $77,109 at 4% or $51,406 at 6%.
S&D Coffee Inc. Group Insurance Plan-623---
20202647$84,092,618$6,062,160$9,370iApproximate average salary by contribution assumption: employee only about $234,241 at 4% or $156,161 at 6%; with 50% employer match about $156,161 at 4% or $104,107 at 6%; with 100% employer match about $117,121 at 4% or $78,080 at 6%.
S & D Coffee Inc. 401K Employee Savings and Investment Plan-634$84,092,618$6,062,160$9,562iApproximate average salary by contribution assumption: employee only about $239,044 at 4% or $159,363 at 6%; with 50% employer match about $159,363 at 4% or $106,242 at 6%; with 100% employer match about $119,522 at 4% or $79,681 at 6%.
S&D Coffee Inc. Group Insurance Plan-647---
201921,268$94,275,680$7,763,592$6,123iApproximate average salary by contribution assumption: employee only about $153,068 at 4% or $102,045 at 6%; with 50% employer match about $102,045 at 4% or $68,030 at 6%; with 100% employer match about $76,534 at 4% or $51,023 at 6%.
S & D Coffee Inc. 401K Employee Savings and Investment Plan-1,236$94,275,680$7,763,592$6,281iApproximate average salary by contribution assumption: employee only about $157,031 at 4% or $104,687 at 6%; with 50% employer match about $104,687 at 4% or $69,791 at 6%; with 100% employer match about $78,515 at 4% or $52,344 at 6%.
S&D Coffee Inc. Group Insurance Plan-1,268---
201821,221$79,518,540$7,161,353$5,865iApproximate average salary by contribution assumption: employee only about $146,629 at 4% or $97,753 at 6%; with 50% employer match about $97,753 at 4% or $65,168 at 6%; with 100% employer match about $73,314 at 4% or $48,876 at 6%.
S & D Coffee Inc. 401K Employee Savings and Investment Plan-1,221$79,518,540$7,161,353$5,865iApproximate average salary by contribution assumption: employee only about $146,629 at 4% or $97,753 at 6%; with 50% employer match about $97,753 at 4% or $65,168 at 6%; with 100% employer match about $73,314 at 4% or $48,876 at 6%.
S&D Coffee Inc. Group Insurance Plan-1,206---
201721,248$81,519,011$6,388,603$5,119iApproximate average salary by contribution assumption: employee only about $127,977 at 4% or $85,318 at 6%; with 50% employer match about $85,318 at 4% or $56,879 at 6%; with 100% employer match about $63,988 at 4% or $42,659 at 6%.
S & D Coffee Inc. 401K Employee Savings and Investment Plan-1,218$81,519,011$6,388,603$5,245iApproximate average salary by contribution assumption: employee only about $131,129 at 4% or $87,419 at 6%; with 50% employer match about $87,419 at 4% or $58,280 at 6%; with 100% employer match about $65,564 at 4% or $43,710 at 6%.
S&D Coffee Inc. Group Insurance Plan-1,248---
201631,152$72,588,361$6,412,929$5,567iApproximate average salary by contribution assumption: employee only about $139,169 at 4% or $92,780 at 6%; with 50% employer match about $92,780 at 4% or $61,853 at 6%; with 100% employer match about $69,585 at 4% or $46,390 at 6%.
S & D Coffee Inc. 401K Employee Savings and Investment Plan-1,149$72,588,361$6,412,929$5,581iApproximate average salary by contribution assumption: employee only about $139,533 at 4% or $93,022 at 6%; with 50% employer match about $93,022 at 4% or $62,015 at 6%; with 100% employer match about $69,766 at 4% or $46,511 at 6%.
S&D Coffee Inc. Group Insurance Plan-1,152---
S and D Coffee Inc. Health Fsa-0---
201531,146$69,915,347$5,641,364$4,923iApproximate average salary by contribution assumption: employee only about $123,066 at 4% or $82,044 at 6%; with 50% employer match about $82,044 at 4% or $54,696 at 6%; with 100% employer match about $61,533 at 4% or $41,022 at 6%.
S & D Coffee Inc. 401K Employee Savings and Investment Plan-1,146$69,915,347$5,641,364$4,923iApproximate average salary by contribution assumption: employee only about $123,066 at 4% or $82,044 at 6%; with 50% employer match about $82,044 at 4% or $54,696 at 6%; with 100% employer match about $61,533 at 4% or $41,022 at 6%.
S and D Coffee Inc. Health Fsa-254---
S&D Coffee Inc. Group Insurance Plan-1,146---
201431,118$67,746,732$6,665,583$5,962iApproximate average salary by contribution assumption: employee only about $149,051 at 4% or $99,368 at 6%; with 50% employer match about $99,368 at 4% or $66,245 at 6%; with 100% employer match about $74,526 at 4% or $49,684 at 6%.
S & D Coffee Inc. 401K Employee Savings and Investment Plan-1,118$67,746,732$6,665,583$5,962iApproximate average salary by contribution assumption: employee only about $149,051 at 4% or $99,368 at 6%; with 50% employer match about $99,368 at 4% or $66,245 at 6%; with 100% employer match about $74,526 at 4% or $49,684 at 6%.
S and D Coffee Inc. Health Fsa-258---
S&D Coffee Inc. Group Insurance Plan-1,111---
201331,045$62,204,669$5,204,771$4,981iApproximate average salary by contribution assumption: employee only about $124,516 at 4% or $83,011 at 6%; with 50% employer match about $83,011 at 4% or $55,340 at 6%; with 100% employer match about $62,258 at 4% or $41,505 at 6%.
S & D Coffee Inc. 401K Employee Savings and Investment Plan-1,045$62,204,669$5,204,771$4,981iApproximate average salary by contribution assumption: employee only about $124,516 at 4% or $83,011 at 6%; with 50% employer match about $83,011 at 4% or $55,340 at 6%; with 100% employer match about $62,258 at 4% or $41,505 at 6%.
S&D Coffee Inc. Group Insurance Plan-1,035---
S and D Coffee Inc. Health Fsa-232---
201231,005$50,934,130$4,214,349$4,193iApproximate average salary by contribution assumption: employee only about $104,835 at 4% or $69,890 at 6%; with 50% employer match about $69,890 at 4% or $46,593 at 6%; with 100% employer match about $52,417 at 4% or $34,945 at 6%.
S & D Coffee Inc. 401K Employee Savings and Investment Plan-980$50,934,130$4,214,349$4,300iApproximate average salary by contribution assumption: employee only about $107,509 at 4% or $71,673 at 6%; with 50% employer match about $71,673 at 4% or $47,782 at 6%; with 100% employer match about $53,754 at 4% or $35,836 at 6%.
S&D Coffee Inc. Group Insurance Plan-1,005---
S and D Coffee Inc. Health Fsa-231---
20113957$45,117,588$4,128,268$4,314iApproximate average salary by contribution assumption: employee only about $107,844 at 4% or $71,896 at 6%; with 50% employer match about $71,896 at 4% or $47,931 at 6%; with 100% employer match about $53,922 at 4% or $35,948 at 6%.
S & D Coffee Inc. 401K Employee Savings and Investment Plan-957$45,117,588$4,128,268$4,314iApproximate average salary by contribution assumption: employee only about $107,844 at 4% or $71,896 at 6%; with 50% employer match about $71,896 at 4% or $47,931 at 6%; with 100% employer match about $53,922 at 4% or $35,948 at 6%.
S&D Coffee Inc. Group Insurance Plan-939---
S and D Coffee Inc. Health Fsa-226---
20103920$44,089,702$4,407,397$4,791iApproximate average salary by contribution assumption: employee only about $119,766 at 4% or $79,844 at 6%; with 50% employer match about $79,844 at 4% or $53,229 at 6%; with 100% employer match about $59,883 at 4% or $39,922 at 6%.
S & D Coffee Inc. 401K Employee Savings and Investment Plan-883$44,089,702$4,407,397$4,991iApproximate average salary by contribution assumption: employee only about $124,785 at 4% or $83,190 at 6%; with 50% employer match about $83,190 at 4% or $55,460 at 6%; with 100% employer match about $62,392 at 4% or $41,595 at 6%.
S and D Coffee Inc. Health Fsa-233---
S&D Coffee Inc. Group Insurance Plan-920---
20093888$37,319,667$4,346,416$4,895iApproximate average salary by contribution assumption: employee only about $122,365 at 4% or $81,577 at 6%; with 50% employer match about $81,577 at 4% or $54,385 at 6%; with 100% employer match about $61,183 at 4% or $40,788 at 6%.
S & D Coffee Inc. 401K Employee Savings and Investment Plan-870$37,319,667$4,346,416$4,996iApproximate average salary by contribution assumption: employee only about $124,897 at 4% or $83,265 at 6%; with 50% employer match about $83,265 at 4% or $55,510 at 6%; with 100% employer match about $62,449 at 4% or $41,632 at 6%.
S and D Coffee Inc. Health Fsa-210---
S&D Coffee Inc. Group Insurance Plan-888---
20082879$29,393,515$4,632,386$5,270iApproximate average salary by contribution assumption: employee only about $131,752 at 4% or $87,834 at 6%; with 50% employer match about $87,834 at 4% or $58,556 at 6%; with 100% employer match about $65,876 at 4% or $43,917 at 6%.
S & D Coffee Inc. 401K Employee Savings and Investment Plan-879$29,393,515$4,632,386$5,270iApproximate average salary by contribution assumption: employee only about $131,752 at 4% or $87,834 at 6%; with 50% employer match about $87,834 at 4% or $58,556 at 6%; with 100% employer match about $65,876 at 4% or $43,917 at 6%.
S and D Coffee Inc. Health Fsa-213---
20073851$36,831,581$8,429,733$9,906iApproximate average salary by contribution assumption: employee only about $247,642 at 4% or $165,095 at 6%; with 50% employer match about $165,095 at 4% or $110,063 at 6%; with 100% employer match about $123,821 at 4% or $82,547 at 6%.
S & D Coffee Inc. 401K Employee Savings and Investment Plan-851$35,249,817$3,077,548$3,616iApproximate average salary by contribution assumption: employee only about $90,410 at 4% or $60,273 at 6%; with 50% employer match about $60,273 at 4% or $40,182 at 6%; with 100% employer match about $45,205 at 4% or $30,137 at 6%.
S&D Coffee Inc. Group Insurance Plan-813$1,581,764$5,352,185$6,583iApproximate average salary by contribution assumption: employee only about $164,581 at 4% or $109,721 at 6%; with 50% employer match about $109,721 at 4% or $73,147 at 6%; with 100% employer match about $82,291 at 4% or $54,860 at 6%.
S and D Coffee Inc. Health Fsa-170---
20063841$32,359,762$8,180,787$9,727iApproximate average salary by contribution assumption: employee only about $243,186 at 4% or $162,124 at 6%; with 50% employer match about $162,124 at 4% or $108,083 at 6%; with 100% employer match about $121,593 at 4% or $81,062 at 6%.
S & D Coffee Inc. 401K Employee Savings and Investment Plan-841$31,887,567$2,860,038$3,401iApproximate average salary by contribution assumption: employee only about $85,019 at 4% or $56,679 at 6%; with 50% employer match about $56,679 at 4% or $37,786 at 6%; with 100% employer match about $42,509 at 4% or $28,340 at 6%.
S&D Coffee Inc. Group Insurance Plan-0$472,195$5,320,749-
S and D Coffee Inc. Health Fsa-165---
20053832$28,311,902$7,487,882$9,000iApproximate average salary by contribution assumption: employee only about $224,996 at 4% or $149,998 at 6%; with 50% employer match about $149,998 at 4% or $99,998 at 6%; with 100% employer match about $112,498 at 4% or $74,999 at 6%.
S & D Coffee Inc. 401K Employee Savings and Investment Plan-832$27,893,593$2,778,322$3,339iApproximate average salary by contribution assumption: employee only about $83,483 at 4% or $55,655 at 6%; with 50% employer match about $55,655 at 4% or $37,104 at 6%; with 100% employer match about $41,742 at 4% or $27,828 at 6%.
S&D Coffee Inc. Group Insurance Plan-716$418,309$4,709,560$6,578iApproximate average salary by contribution assumption: employee only about $164,440 at 4% or $109,627 at 6%; with 50% employer match about $109,627 at 4% or $73,084 at 6%; with 100% employer match about $82,220 at 4% or $54,813 at 6%.
S and D Coffee Inc. Health Fsa-154---
20043810$25,104,736$7,530,125$9,296iApproximate average salary by contribution assumption: employee only about $232,411 at 4% or $154,941 at 6%; with 50% employer match about $154,941 at 4% or $103,294 at 6%; with 100% employer match about $116,206 at 4% or $77,470 at 6%.
S & D Coffee Inc. 401K Employee Savings and Investment Plan-810$24,471,340$2,955,371$3,649iApproximate average salary by contribution assumption: employee only about $91,215 at 4% or $60,810 at 6%; with 50% employer match about $60,810 at 4% or $40,540 at 6%; with 100% employer match about $45,608 at 4% or $30,405 at 6%.
S&D Coffee Inc. Group Insurance Plan-714$633,396$4,574,754$6,407iApproximate average salary by contribution assumption: employee only about $160,180 at 4% or $106,787 at 6%; with 50% employer match about $106,787 at 4% or $71,191 at 6%; with 100% employer match about $80,090 at 4% or $53,393 at 6%.
S and D Coffee Inc. Health Fsa-148---
20032776$20,672,603$7,018,329$9,044iApproximate average salary by contribution assumption: employee only about $226,106 at 4% or $150,737 at 6%; with 50% employer match about $150,737 at 4% or $100,492 at 6%; with 100% employer match about $113,053 at 4% or $75,369 at 6%.
S & D Coffee Inc. 401K Employee Savings and Investment Plan-776$20,302,795$2,722,847$3,509iApproximate average salary by contribution assumption: employee only about $87,721 at 4% or $58,480 at 6%; with 50% employer match about $58,480 at 4% or $38,987 at 6%; with 100% employer match about $43,860 at 4% or $29,240 at 6%.
S&D Coffee Inc. Group Insurance Plan-686$369,808$4,295,482$6,262iApproximate average salary by contribution assumption: employee only about $156,541 at 4% or $104,361 at 6%; with 50% employer match about $104,361 at 4% or $69,574 at 6%; with 100% employer match about $78,270 at 4% or $52,180 at 6%.
20022826$16,212,417$6,019,995$7,288iApproximate average salary by contribution assumption: employee only about $182,203 at 4% or $121,469 at 6%; with 50% employer match about $121,469 at 4% or $80,979 at 6%; with 100% employer match about $91,102 at 4% or $60,734 at 6%.
S & D Coffee Inc. 401K Employee Savings and Investment Plan-826$15,738,157$2,513,019$3,042iApproximate average salary by contribution assumption: employee only about $76,060 at 4% or $50,707 at 6%; with 50% employer match about $50,707 at 4% or $33,804 at 6%; with 100% employer match about $38,030 at 4% or $25,353 at 6%.
S&D Coffee Inc. Group Insurance Plan-691$474,260$3,506,976$5,075iApproximate average salary by contribution assumption: employee only about $126,880 at 4% or $84,587 at 6%; with 50% employer match about $84,587 at 4% or $56,391 at 6%; with 100% employer match about $63,440 at 4% or $42,293 at 6%.
20012754$17,282,735$6,646,403$8,815iApproximate average salary by contribution assumption: employee only about $220,371 at 4% or $146,914 at 6%; with 50% employer match about $146,914 at 4% or $97,943 at 6%; with 100% employer match about $110,186 at 4% or $73,457 at 6%.
S & D Coffee Inc. 401K Employee Savings and Investment Plan-754$16,682,921$2,927,218$3,882iApproximate average salary by contribution assumption: employee only about $97,056 at 4% or $64,704 at 6%; with 50% employer match about $64,704 at 4% or $43,136 at 6%; with 100% employer match about $48,528 at 4% or $32,352 at 6%.
S&D Coffee Inc. Group Insurance Plan-643$599,814$3,719,185$5,784iApproximate average salary by contribution assumption: employee only about $144,603 at 4% or $96,402 at 6%; with 50% employer match about $96,402 at 4% or $64,268 at 6%; with 100% employer match about $72,301 at 4% or $48,201 at 6%.
20002742$20,058,163$5,093,085$6,864iApproximate average salary by contribution assumption: employee only about $171,600 at 4% or $114,400 at 6%; with 50% employer match about $114,400 at 4% or $76,267 at 6%; with 100% employer match about $85,800 at 4% or $57,200 at 6%.
S & D Coffee Inc. 401K Employee Savings and Investment Plan-742$19,801,695$2,796,011$3,768iApproximate average salary by contribution assumption: employee only about $94,205 at 4% or $62,803 at 6%; with 50% employer match about $62,803 at 4% or $41,869 at 6%; with 100% employer match about $47,103 at 4% or $31,402 at 6%.
S&D Coffee Inc. Group Insurance Plan-710$256,468$2,297,074$3,235iApproximate average salary by contribution assumption: employee only about $80,883 at 4% or $53,922 at 6%; with 50% employer match about $53,922 at 4% or $35,948 at 6%; with 100% employer match about $40,441 at 4% or $26,961 at 6%.
19992665$22,408,194$3,314,820$4,985iApproximate average salary by contribution assumption: employee only about $124,617 at 4% or $83,078 at 6%; with 50% employer match about $83,078 at 4% or $55,385 at 6%; with 100% employer match about $62,309 at 4% or $41,539 at 6%.
S & D Coffee Inc. 401K Employee Savings and Investment Plan-665$22,153,803$1,355,397$2,038iApproximate average salary by contribution assumption: employee only about $50,955 at 4% or $33,970 at 6%; with 50% employer match about $33,970 at 4% or $22,647 at 6%; with 100% employer match about $25,477 at 4% or $16,985 at 6%.
S&D Coffee Inc. Group Insurance Plan-620$254,391$1,959,423$3,160iApproximate average salary by contribution assumption: employee only about $79,009 at 4% or $52,673 at 6%; with 50% employer match about $52,673 at 4% or $35,115 at 6%; with 100% employer match about $39,504 at 4% or $26,336 at 6%.