Civic Intelligence

Lat Purser & Associates Inc.

Plan context: Lat Purser & Associates Inc Profit Sharing Plan

EIN 56-0746765 • Charlotte, NC • 23 filings • 3 plans

4530 Park RoadSuite 410Charlotte, NC 28209
Current Snapshot

Latest Year

2024

2024 Participants

53

2024 Assets

$10,448,744

2024 Contributions

$500,342

Historical Graphs

Total Assets Over Time

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

$10,448,744$5,224,372$0200020142024YearValue
$10,448,744Latest year 2024

Participants Over Time

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

53270200020132024YearValue
53Latest year 2024

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
2024153$10,448,744$500,342$9,440iApproximate average salary by contribution assumption: employee only about $236,010 at 4% or $157,340 at 6%; with 50% employer match about $157,340 at 4% or $104,894 at 6%; with 100% employer match about $118,005 at 4% or $78,670 at 6%.
Lat Purser & Associates Inc Profit Sharing Plan-53$10,448,744$500,342$9,440iApproximate average salary by contribution assumption: employee only about $236,010 at 4% or $157,340 at 6%; with 50% employer match about $157,340 at 4% or $104,894 at 6%; with 100% employer match about $118,005 at 4% or $78,670 at 6%.
2023153$8,964,557$451,906$8,527iApproximate average salary by contribution assumption: employee only about $213,163 at 4% or $142,109 at 6%; with 50% employer match about $142,109 at 4% or $94,739 at 6%; with 100% employer match about $106,582 at 4% or $71,054 at 6%.
Lat Purser & Associates Inc Profit Sharing Plan-53$8,964,557$451,906$8,527iApproximate average salary by contribution assumption: employee only about $213,163 at 4% or $142,109 at 6%; with 50% employer match about $142,109 at 4% or $94,739 at 6%; with 100% employer match about $106,582 at 4% or $71,054 at 6%.
2022153$7,303,737$503,857$9,507iApproximate average salary by contribution assumption: employee only about $237,668 at 4% or $158,446 at 6%; with 50% employer match about $158,446 at 4% or $105,630 at 6%; with 100% employer match about $118,834 at 4% or $79,223 at 6%.
Lat Purser & Associates Inc Profit Sharing Plan-53$7,303,737$503,857$9,507iApproximate average salary by contribution assumption: employee only about $237,668 at 4% or $158,446 at 6%; with 50% employer match about $158,446 at 4% or $105,630 at 6%; with 100% employer match about $118,834 at 4% or $79,223 at 6%.
2021150$9,013,035$562,957$11,259iApproximate average salary by contribution assumption: employee only about $281,479 at 4% or $187,652 at 6%; with 50% employer match about $187,652 at 4% or $125,102 at 6%; with 100% employer match about $140,739 at 4% or $93,826 at 6%.
Lat Purser & Associates Inc Profit Sharing Plan-50$9,013,035$562,957$11,259iApproximate average salary by contribution assumption: employee only about $281,479 at 4% or $187,652 at 6%; with 50% employer match about $187,652 at 4% or $125,102 at 6%; with 100% employer match about $140,739 at 4% or $93,826 at 6%.
2020150$7,634,850$519,463$10,389iApproximate average salary by contribution assumption: employee only about $259,732 at 4% or $173,154 at 6%; with 50% employer match about $173,154 at 4% or $115,436 at 6%; with 100% employer match about $129,866 at 4% or $86,577 at 6%.
Lat Purser & Associates Inc Profit Sharing Plan-50$7,634,850$519,463$10,389iApproximate average salary by contribution assumption: employee only about $259,732 at 4% or $173,154 at 6%; with 50% employer match about $173,154 at 4% or $115,436 at 6%; with 100% employer match about $129,866 at 4% or $86,577 at 6%.
2019146$6,349,579$452,129$9,829iApproximate average salary by contribution assumption: employee only about $245,722 at 4% or $163,815 at 6%; with 50% employer match about $163,815 at 4% or $109,210 at 6%; with 100% employer match about $122,861 at 4% or $81,907 at 6%.
Lat Purser & Associates Inc Profit Sharing Plan-46$6,349,579$452,129$9,829iApproximate average salary by contribution assumption: employee only about $245,722 at 4% or $163,815 at 6%; with 50% employer match about $163,815 at 4% or $109,210 at 6%; with 100% employer match about $122,861 at 4% or $81,907 at 6%.
2018143$4,850,686$405,671$9,434iApproximate average salary by contribution assumption: employee only about $235,855 at 4% or $157,237 at 6%; with 50% employer match about $157,237 at 4% or $104,825 at 6%; with 100% employer match about $117,928 at 4% or $78,618 at 6%.
Lat Purser & Associates Inc Profit Sharing Plan-43$4,850,686$405,671$9,434iApproximate average salary by contribution assumption: employee only about $235,855 at 4% or $157,237 at 6%; with 50% employer match about $157,237 at 4% or $104,825 at 6%; with 100% employer match about $117,928 at 4% or $78,618 at 6%.
2017137$4,994,610$415,632$11,233iApproximate average salary by contribution assumption: employee only about $280,832 at 4% or $187,222 at 6%; with 50% employer match about $187,222 at 4% or $124,814 at 6%; with 100% employer match about $140,416 at 4% or $93,611 at 6%.
Lat Purser & Associates Inc Profit Sharing Plan-37$4,994,610$415,632$11,233iApproximate average salary by contribution assumption: employee only about $280,832 at 4% or $187,222 at 6%; with 50% employer match about $187,222 at 4% or $124,814 at 6%; with 100% employer match about $140,416 at 4% or $93,611 at 6%.
2016136$3,904,415$336,082$9,336iApproximate average salary by contribution assumption: employee only about $233,390 at 4% or $155,594 at 6%; with 50% employer match about $155,594 at 4% or $103,729 at 6%; with 100% employer match about $116,695 at 4% or $77,797 at 6%.
Lat Purser & Associates Inc Profit Sharing Plan-36$3,904,415$336,082$9,336iApproximate average salary by contribution assumption: employee only about $233,390 at 4% or $155,594 at 6%; with 50% employer match about $155,594 at 4% or $103,729 at 6%; with 100% employer match about $116,695 at 4% or $77,797 at 6%.
2015134$4,177,254$331,112$9,739iApproximate average salary by contribution assumption: employee only about $243,465 at 4% or $162,310 at 6%; with 50% employer match about $162,310 at 4% or $108,207 at 6%; with 100% employer match about $121,732 at 4% or $81,155 at 6%.
Lat Purser & Associates Inc Profit Sharing Plan-34$4,177,254$331,112$9,739iApproximate average salary by contribution assumption: employee only about $243,465 at 4% or $162,310 at 6%; with 50% employer match about $162,310 at 4% or $108,207 at 6%; with 100% employer match about $121,732 at 4% or $81,155 at 6%.
2014137$3,954,809$386,247$10,439iApproximate average salary by contribution assumption: employee only about $260,978 at 4% or $173,985 at 6%; with 50% employer match about $173,985 at 4% or $115,990 at 6%; with 100% employer match about $130,489 at 4% or $86,993 at 6%.
Lat Purser & Associates Inc Profit Sharing Plan-37$3,954,809$386,247$10,439iApproximate average salary by contribution assumption: employee only about $260,978 at 4% or $173,985 at 6%; with 50% employer match about $173,985 at 4% or $115,990 at 6%; with 100% employer match about $130,489 at 4% or $86,993 at 6%.
2013129$3,514,092$144,625$4,987iApproximate average salary by contribution assumption: employee only about $124,677 at 4% or $83,118 at 6%; with 50% employer match about $83,118 at 4% or $55,412 at 6%; with 100% employer match about $62,338 at 4% or $41,559 at 6%.
Lat Purser & Associates Inc Profit Sharing Plan-29$3,514,092$144,625$4,987iApproximate average salary by contribution assumption: employee only about $124,677 at 4% or $83,118 at 6%; with 50% employer match about $83,118 at 4% or $55,412 at 6%; with 100% employer match about $62,338 at 4% or $41,559 at 6%.
2012130$3,071,842$133,336$4,445iApproximate average salary by contribution assumption: employee only about $111,113 at 4% or $74,076 at 6%; with 50% employer match about $74,076 at 4% or $49,384 at 6%; with 100% employer match about $55,557 at 4% or $37,038 at 6%.
Lat Purser & Associates Inc Profit Sharing Plan-30$3,071,842$133,336$4,445iApproximate average salary by contribution assumption: employee only about $111,113 at 4% or $74,076 at 6%; with 50% employer match about $74,076 at 4% or $49,384 at 6%; with 100% employer match about $55,557 at 4% or $37,038 at 6%.
2011130$2,874,603$143,260$4,775iApproximate average salary by contribution assumption: employee only about $119,383 at 4% or $79,589 at 6%; with 50% employer match about $79,589 at 4% or $53,059 at 6%; with 100% employer match about $59,692 at 4% or $39,794 at 6%.
Lat Purser & Associates Inc Profit Sharing Plan-30$2,874,603$143,260$4,775iApproximate average salary by contribution assumption: employee only about $119,383 at 4% or $79,589 at 6%; with 50% employer match about $79,589 at 4% or $53,059 at 6%; with 100% employer match about $59,692 at 4% or $39,794 at 6%.
2010133$3,010,282$133,416$4,043iApproximate average salary by contribution assumption: employee only about $101,073 at 4% or $67,382 at 6%; with 50% employer match about $67,382 at 4% or $44,921 at 6%; with 100% employer match about $50,536 at 4% or $33,691 at 6%.
Lat Purser & Associates Inc Profit Sharing Plan-33$3,010,282$133,416$4,043iApproximate average salary by contribution assumption: employee only about $101,073 at 4% or $67,382 at 6%; with 50% employer match about $67,382 at 4% or $44,921 at 6%; with 100% employer match about $50,536 at 4% or $33,691 at 6%.
2009136$2,542,208$153,590$4,266iApproximate average salary by contribution assumption: employee only about $106,660 at 4% or $71,106 at 6%; with 50% employer match about $71,106 at 4% or $47,404 at 6%; with 100% employer match about $53,330 at 4% or $35,553 at 6%.
Lat Purser & Associates Inc Profit Sharing Plan-36$2,542,208$153,590$4,266iApproximate average salary by contribution assumption: employee only about $106,660 at 4% or $71,106 at 6%; with 50% employer match about $71,106 at 4% or $47,404 at 6%; with 100% employer match about $53,330 at 4% or $35,553 at 6%.
2008139$1,997,826$347,156$8,901iApproximate average salary by contribution assumption: employee only about $222,536 at 4% or $148,357 at 6%; with 50% employer match about $148,357 at 4% or $98,905 at 6%; with 100% employer match about $111,268 at 4% or $74,179 at 6%.
Lat Purser & Associates Inc Profit Sharing Plan-39$1,997,826$347,156$8,901iApproximate average salary by contribution assumption: employee only about $222,536 at 4% or $148,357 at 6%; with 50% employer match about $148,357 at 4% or $98,905 at 6%; with 100% employer match about $111,268 at 4% or $74,179 at 6%.
2006134$2,730,876$334,924$9,851iApproximate average salary by contribution assumption: employee only about $246,268 at 4% or $164,178 at 6%; with 50% employer match about $164,178 at 4% or $109,452 at 6%; with 100% employer match about $123,134 at 4% or $82,089 at 6%.
Lat Purser & Associates Inc Profit Sharing Plan-34$2,730,876$334,924$9,851iApproximate average salary by contribution assumption: employee only about $246,268 at 4% or $164,178 at 6%; with 50% employer match about $164,178 at 4% or $109,452 at 6%; with 100% employer match about $123,134 at 4% or $82,089 at 6%.
2005138$2,333,252$264,127$6,951iApproximate average salary by contribution assumption: employee only about $173,768 at 4% or $115,845 at 6%; with 50% employer match about $115,845 at 4% or $77,230 at 6%; with 100% employer match about $86,884 at 4% or $57,923 at 6%.
Lat Purser & Associates Inc Profit Sharing Plan-38$2,333,252$264,127$6,951iApproximate average salary by contribution assumption: employee only about $173,768 at 4% or $115,845 at 6%; with 50% employer match about $115,845 at 4% or $77,230 at 6%; with 100% employer match about $86,884 at 4% or $57,923 at 6%.
2004137$1,948,580$217,850$5,888iApproximate average salary by contribution assumption: employee only about $147,196 at 4% or $98,131 at 6%; with 50% employer match about $98,131 at 4% or $65,420 at 6%; with 100% employer match about $73,598 at 4% or $49,065 at 6%.
Lat Purser & Associates Inc Profit Sharing Plan-37$1,948,580$217,850$5,888iApproximate average salary by contribution assumption: employee only about $147,196 at 4% or $98,131 at 6%; with 50% employer match about $98,131 at 4% or $65,420 at 6%; with 100% employer match about $73,598 at 4% or $49,065 at 6%.
2003137$1,667,299$270,279$7,305iApproximate average salary by contribution assumption: employee only about $182,621 at 4% or $121,747 at 6%; with 50% employer match about $121,747 at 4% or $81,165 at 6%; with 100% employer match about $91,310 at 4% or $60,874 at 6%.
Lat Purser & Associates Inc Profit Sharing Plan-37$1,667,299$270,279$7,305iApproximate average salary by contribution assumption: employee only about $182,621 at 4% or $121,747 at 6%; with 50% employer match about $121,747 at 4% or $81,165 at 6%; with 100% employer match about $91,310 at 4% or $60,874 at 6%.
2001143$0$0-
Lat Purser & Associates Inc Profit Sharing Plan-43---
2000138$1,196,590$178,533$4,698iApproximate average salary by contribution assumption: employee only about $117,456 at 4% or $78,304 at 6%; with 50% employer match about $78,304 at 4% or $52,203 at 6%; with 100% employer match about $58,728 at 4% or $39,152 at 6%.
Lat Purser & Associates Inc Profit Sharing Plan-38$1,196,590$178,533$4,698iApproximate average salary by contribution assumption: employee only about $117,456 at 4% or $78,304 at 6%; with 50% employer match about $78,304 at 4% or $52,203 at 6%; with 100% employer match about $58,728 at 4% or $39,152 at 6%.