Civic Intelligence

Birch Brothers Southern Inc

Plan context: Birch Brothers Southern Inc 401(K) Plan

EIN 56-0896894 • Waxhaw, NC • 25 filings • 5 plans

9510 New Town RdWaxhaw, NC 28173
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$126,655

2024 Contributions

$12,104

Historical Graphs

Total Assets Over Time

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

$2,169,337$1,084,669$0199920142024YearValue
$126,655Latest year 2024

Participants Over Time

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

28140199920112024YearValue
8Latest 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
202418$126,655$12,104$1,513iApproximate average salary by contribution assumption: employee only about $37,825 at 4% or $25,217 at 6%; with 50% employer match about $25,217 at 4% or $16,811 at 6%; with 100% employer match about $18,913 at 4% or $12,608 at 6%.
Birch Brothers Southern Inc 401(K) Plan-8$126,655$12,104$1,513iApproximate average salary by contribution assumption: employee only about $37,825 at 4% or $25,217 at 6%; with 50% employer match about $25,217 at 4% or $16,811 at 6%; with 100% employer match about $18,913 at 4% or $12,608 at 6%.
202318$105,266$16,700$2,088iApproximate average salary by contribution assumption: employee only about $52,188 at 4% or $34,792 at 6%; with 50% employer match about $34,792 at 4% or $23,194 at 6%; with 100% employer match about $26,094 at 4% or $17,396 at 6%.
Birch Brothers Southern Inc 401(K) Plan-8$105,266$16,700$2,088iApproximate average salary by contribution assumption: employee only about $52,188 at 4% or $34,792 at 6%; with 50% employer match about $34,792 at 4% or $23,194 at 6%; with 100% employer match about $26,094 at 4% or $17,396 at 6%.
202219$373,550$24,729$2,748iApproximate average salary by contribution assumption: employee only about $68,692 at 4% or $45,794 at 6%; with 50% employer match about $45,794 at 4% or $30,530 at 6%; with 100% employer match about $34,346 at 4% or $22,897 at 6%.
Birch Brothers Southern Inc 401(K) Plan-9$373,550$24,729$2,748iApproximate average salary by contribution assumption: employee only about $68,692 at 4% or $45,794 at 6%; with 50% employer match about $45,794 at 4% or $30,530 at 6%; with 100% employer match about $34,346 at 4% or $22,897 at 6%.
2021110$740,187$23,436$2,344iApproximate average salary by contribution assumption: employee only about $58,590 at 4% or $39,060 at 6%; with 50% employer match about $39,060 at 4% or $26,040 at 6%; with 100% employer match about $29,295 at 4% or $19,530 at 6%.
Birch Brothers Southern Inc 401(K) Plan-10$740,187$23,436$2,344iApproximate average salary by contribution assumption: employee only about $58,590 at 4% or $39,060 at 6%; with 50% employer match about $39,060 at 4% or $26,040 at 6%; with 100% employer match about $29,295 at 4% or $19,530 at 6%.
2020110$657,096$22,344$2,234iApproximate average salary by contribution assumption: employee only about $55,860 at 4% or $37,240 at 6%; with 50% employer match about $37,240 at 4% or $24,827 at 6%; with 100% employer match about $27,930 at 4% or $18,620 at 6%.
Birch Brothers Southern Inc 401(K) Plan-10$657,096$22,344$2,234iApproximate average salary by contribution assumption: employee only about $55,860 at 4% or $37,240 at 6%; with 50% employer match about $37,240 at 4% or $24,827 at 6%; with 100% employer match about $27,930 at 4% or $18,620 at 6%.
2019111$636,614$37,577$3,416iApproximate average salary by contribution assumption: employee only about $85,402 at 4% or $56,935 at 6%; with 50% employer match about $56,935 at 4% or $37,957 at 6%; with 100% employer match about $42,701 at 4% or $28,467 at 6%.
Birch Brothers Southern Inc 401(K) Plan-11$636,614$37,577$3,416iApproximate average salary by contribution assumption: employee only about $85,402 at 4% or $56,935 at 6%; with 50% employer match about $56,935 at 4% or $37,957 at 6%; with 100% employer match about $42,701 at 4% or $28,467 at 6%.
2018113$550,959$41,087$3,161iApproximate average salary by contribution assumption: employee only about $79,013 at 4% or $52,676 at 6%; with 50% employer match about $52,676 at 4% or $35,117 at 6%; with 100% employer match about $39,507 at 4% or $26,338 at 6%.
Birch Brothers Southern Inc 401(K) Plan-13$550,959$41,087$3,161iApproximate average salary by contribution assumption: employee only about $79,013 at 4% or $52,676 at 6%; with 50% employer match about $52,676 at 4% or $35,117 at 6%; with 100% employer match about $39,507 at 4% or $26,338 at 6%.
2016114$479,751$41,446$2,960iApproximate average salary by contribution assumption: employee only about $74,011 at 4% or $49,340 at 6%; with 50% employer match about $49,340 at 4% or $32,894 at 6%; with 100% employer match about $37,005 at 4% or $24,670 at 6%.
Birch Brothers Southern Inc 401(K) Plan-14$479,751$41,446$2,960iApproximate average salary by contribution assumption: employee only about $74,011 at 4% or $49,340 at 6%; with 50% employer match about $49,340 at 4% or $32,894 at 6%; with 100% employer match about $37,005 at 4% or $24,670 at 6%.
2015115$962,493$50,706$3,380iApproximate average salary by contribution assumption: employee only about $84,510 at 4% or $56,340 at 6%; with 50% employer match about $56,340 at 4% or $37,560 at 6%; with 100% employer match about $42,255 at 4% or $28,170 at 6%.
Birch Brothers Southern Inc 401(K) Plan-15$962,493$50,706$3,380iApproximate average salary by contribution assumption: employee only about $84,510 at 4% or $56,340 at 6%; with 50% employer match about $56,340 at 4% or $37,560 at 6%; with 100% employer match about $42,255 at 4% or $28,170 at 6%.
2014113$919,569$28,536$2,195iApproximate average salary by contribution assumption: employee only about $54,877 at 4% or $36,585 at 6%; with 50% employer match about $36,585 at 4% or $24,390 at 6%; with 100% employer match about $27,438 at 4% or $18,292 at 6%.
Birch Brothers Southern Inc 401(K) Plan-13$919,569$28,536$2,195iApproximate average salary by contribution assumption: employee only about $54,877 at 4% or $36,585 at 6%; with 50% employer match about $36,585 at 4% or $24,390 at 6%; with 100% employer match about $27,438 at 4% or $18,292 at 6%.
2013113$1,149,943$203,573$15,659iApproximate average salary by contribution assumption: employee only about $391,487 at 4% or $260,991 at 6%; with 50% employer match about $260,991 at 4% or $173,994 at 6%; with 100% employer match about $195,743 at 4% or $130,496 at 6%.
Birch Brothers Southern Inc 401(K) Plan-13$1,149,943$203,573$15,659iApproximate average salary by contribution assumption: employee only about $391,487 at 4% or $260,991 at 6%; with 50% employer match about $260,991 at 4% or $173,994 at 6%; with 100% employer match about $195,743 at 4% or $130,496 at 6%.
2012112$988,651$53,951$4,496iApproximate average salary by contribution assumption: employee only about $112,398 at 4% or $74,932 at 6%; with 50% employer match about $74,932 at 4% or $49,955 at 6%; with 100% employer match about $56,199 at 4% or $37,466 at 6%.
Birch Brothers Southern Inc 401(K) Plan-12$988,651$53,951$4,496iApproximate average salary by contribution assumption: employee only about $112,398 at 4% or $74,932 at 6%; with 50% employer match about $74,932 at 4% or $49,955 at 6%; with 100% employer match about $56,199 at 4% or $37,466 at 6%.
2011118$1,172,402$17,331$963iApproximate average salary by contribution assumption: employee only about $24,071 at 4% or $16,047 at 6%; with 50% employer match about $16,047 at 4% or $10,698 at 6%; with 100% employer match about $12,035 at 4% or $8,024 at 6%.
Birch Brothers Southern Inc 401(K) Plan-18$1,172,402$17,331$963iApproximate average salary by contribution assumption: employee only about $24,071 at 4% or $16,047 at 6%; with 50% employer match about $16,047 at 4% or $10,698 at 6%; with 100% employer match about $12,035 at 4% or $8,024 at 6%.
2010125$1,596,714$14,864$595iApproximate average salary by contribution assumption: employee only about $14,864 at 4% or $9,909 at 6%; with 50% employer match about $9,909 at 4% or $6,606 at 6%; with 100% employer match about $7,432 at 4% or $4,955 at 6%.
Birch Brothers Southern Inc 401(K) Plan-25$1,596,714$14,864$595iApproximate average salary by contribution assumption: employee only about $14,864 at 4% or $9,909 at 6%; with 50% employer match about $9,909 at 4% or $6,606 at 6%; with 100% employer match about $7,432 at 4% or $4,955 at 6%.
2009127$1,533,848$59,398$2,200iApproximate average salary by contribution assumption: employee only about $54,998 at 4% or $36,665 at 6%; with 50% employer match about $36,665 at 4% or $24,444 at 6%; with 100% employer match about $27,499 at 4% or $18,333 at 6%.
Birch Brothers Southern Inc 401(K) Plan-27$1,533,848$59,398$2,200iApproximate average salary by contribution assumption: employee only about $54,998 at 4% or $36,665 at 6%; with 50% employer match about $36,665 at 4% or $24,444 at 6%; with 100% employer match about $27,499 at 4% or $18,333 at 6%.
2008116$0$0-
Birch Brothers Southern Inc 401(K) Plan-16---
2007120$2,169,337$132,673$6,634iApproximate average salary by contribution assumption: employee only about $165,841 at 4% or $110,561 at 6%; with 50% employer match about $110,561 at 4% or $73,707 at 6%; with 100% employer match about $82,921 at 4% or $55,280 at 6%.
Birch Brothers Southern Inc 401(K) Plan-20$2,169,337$132,673$6,634iApproximate average salary by contribution assumption: employee only about $165,841 at 4% or $110,561 at 6%; with 50% employer match about $110,561 at 4% or $73,707 at 6%; with 100% employer match about $82,921 at 4% or $55,280 at 6%.
2006122$1,916,523$160,673$7,303iApproximate average salary by contribution assumption: employee only about $182,583 at 4% or $121,722 at 6%; with 50% employer match about $121,722 at 4% or $81,148 at 6%; with 100% employer match about $91,291 at 4% or $60,861 at 6%.
Birch Brothers Southern Inc 401(K) Plan-22$1,916,523$160,673$7,303iApproximate average salary by contribution assumption: employee only about $182,583 at 4% or $121,722 at 6%; with 50% employer match about $121,722 at 4% or $81,148 at 6%; with 100% employer match about $91,291 at 4% or $60,861 at 6%.
2005128$1,574,090$81,686$2,917iApproximate average salary by contribution assumption: employee only about $72,934 at 4% or $48,623 at 6%; with 50% employer match about $48,623 at 4% or $32,415 at 6%; with 100% employer match about $36,467 at 4% or $24,311 at 6%.
Birch Brothers Southern Inc 401(K) Plan-28$1,574,090$81,686$2,917iApproximate average salary by contribution assumption: employee only about $72,934 at 4% or $48,623 at 6%; with 50% employer match about $48,623 at 4% or $32,415 at 6%; with 100% employer match about $36,467 at 4% or $24,311 at 6%.
2004124$1,469,129$85,981$3,583iApproximate average salary by contribution assumption: employee only about $89,564 at 4% or $59,709 at 6%; with 50% employer match about $59,709 at 4% or $39,806 at 6%; with 100% employer match about $44,782 at 4% or $29,855 at 6%.
Birch Brothers Southern Inc 401(K) Plan-24$1,469,129$85,981$3,583iApproximate average salary by contribution assumption: employee only about $89,564 at 4% or $59,709 at 6%; with 50% employer match about $59,709 at 4% or $39,806 at 6%; with 100% employer match about $44,782 at 4% or $29,855 at 6%.
2003115$0$0-
Birch Brothers Southern Inc 401(K) Plan-15---
2002115$0$0-
Birch Brothers Southern Inc 401(K) Plan-15---
2001116$0$0-
Birch Brothers Southern Inc 401(K) Plan-16---
2000115$0$0-
Birch Brothers Southern Inc 401(K) Plan-15---
1999124$1,909,214$93,768$3,907iApproximate average salary by contribution assumption: employee only about $97,675 at 4% or $65,117 at 6%; with 50% employer match about $65,117 at 4% or $43,411 at 6%; with 100% employer match about $48,838 at 4% or $32,558 at 6%.
Birch Brothers Southern Inc 401(K) Plan-24$1,909,214$93,768$3,907iApproximate average salary by contribution assumption: employee only about $97,675 at 4% or $65,117 at 6%; with 50% employer match about $65,117 at 4% or $43,411 at 6%; with 100% employer match about $48,838 at 4% or $32,558 at 6%.