Robert E. Mason & Associates Inc.
Plan context: Robert E. Mason & Associates Inc. Profit Sharing Plan
EIN 56-0904341 • Charlotte, NC • 15 filings • 2 plans
Current Snapshot
Latest Year
2018
2018 Participants
246
2018 Assets
$40,872,699
2018 Contributions
$838,824
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 246 | $40,872,699 | $838,824 | $3,410iApproximate average salary by contribution assumption: employee only about $85,246 at 4% or $56,831 at 6%; with 50% employer match about $56,831 at 4% or $37,887 at 6%; with 100% employer match about $42,623 at 4% or $28,415 at 6%. |
| Robert E. Mason & Associates Inc. Profit Sharing Plan | - | 246 | $40,872,699 | $838,824 | $3,410iApproximate average salary by contribution assumption: employee only about $85,246 at 4% or $56,831 at 6%; with 50% employer match about $56,831 at 4% or $37,887 at 6%; with 100% employer match about $42,623 at 4% or $28,415 at 6%. |
| 2017 | 1 | 246 | $38,845,017 | $2,706,102 | $11,000iApproximate average salary by contribution assumption: employee only about $275,010 at 4% or $183,340 at 6%; with 50% employer match about $183,340 at 4% or $122,227 at 6%; with 100% employer match about $137,505 at 4% or $91,670 at 6%. |
| Robert E. Mason & Associates Inc. Profit Sharing Plan | - | 246 | $38,845,017 | $2,706,102 | $11,000iApproximate average salary by contribution assumption: employee only about $275,010 at 4% or $183,340 at 6%; with 50% employer match about $183,340 at 4% or $122,227 at 6%; with 100% employer match about $137,505 at 4% or $91,670 at 6%. |
| 2016 | 2 | 252 | $38,378,111 | $6,815,583 | $27,046iApproximate average salary by contribution assumption: employee only about $676,149 at 4% or $450,766 at 6%; with 50% employer match about $450,766 at 4% or $300,511 at 6%; with 100% employer match about $338,075 at 4% or $225,383 at 6%. |
| Robert E. Mason & Associates Inc. Profit Sharing Plan | - | 252 | $33,878,111 | $2,315,583 | $9,189iApproximate average salary by contribution assumption: employee only about $229,721 at 4% or $153,147 at 6%; with 50% employer match about $153,147 at 4% or $102,098 at 6%; with 100% employer match about $114,860 at 4% or $76,574 at 6%. |
| Robert E. Mason & Associates Inc. Employee Stock Ownership Plan | - | 242 | $4,500,000 | $4,500,000 | $18,595iApproximate average salary by contribution assumption: employee only about $464,876 at 4% or $309,917 at 6%; with 50% employer match about $309,917 at 4% or $206,612 at 6%; with 100% employer match about $232,438 at 4% or $154,959 at 6%. |
| 2015 | 1 | 220 | $29,661,043 | $2,721,387 | $12,370iApproximate average salary by contribution assumption: employee only about $309,249 at 4% or $206,166 at 6%; with 50% employer match about $206,166 at 4% or $137,444 at 6%; with 100% employer match about $154,624 at 4% or $103,083 at 6%. |
| Robert E. Mason & Associates Inc. Profit Sharing Plan | - | 220 | $29,661,043 | $2,721,387 | $12,370iApproximate average salary by contribution assumption: employee only about $309,249 at 4% or $206,166 at 6%; with 50% employer match about $206,166 at 4% or $137,444 at 6%; with 100% employer match about $154,624 at 4% or $103,083 at 6%. |
| 2014 | 1 | 217 | $27,632,012 | $2,717,139 | $12,521iApproximate average salary by contribution assumption: employee only about $313,034 at 4% or $208,690 at 6%; with 50% employer match about $208,690 at 4% or $139,126 at 6%; with 100% employer match about $156,517 at 4% or $104,345 at 6%. |
| Robert E. Mason & Associates Inc. Profit Sharing Plan | - | 217 | $27,632,012 | $2,717,139 | $12,521iApproximate average salary by contribution assumption: employee only about $313,034 at 4% or $208,690 at 6%; with 50% employer match about $208,690 at 4% or $139,126 at 6%; with 100% employer match about $156,517 at 4% or $104,345 at 6%. |
| 2013 | 1 | 209 | $24,900,558 | $2,158,194 | $10,326iApproximate average salary by contribution assumption: employee only about $258,157 at 4% or $172,105 at 6%; with 50% employer match about $172,105 at 4% or $114,737 at 6%; with 100% employer match about $129,079 at 4% or $86,052 at 6%. |
| Robert E. Mason & Associates Inc. Profit Sharing Plan | - | 209 | $24,900,558 | $2,158,194 | $10,326iApproximate average salary by contribution assumption: employee only about $258,157 at 4% or $172,105 at 6%; with 50% employer match about $172,105 at 4% or $114,737 at 6%; with 100% employer match about $129,079 at 4% or $86,052 at 6%. |
| 2012 | 1 | 185 | $20,474,324 | $3,063,712 | $16,561iApproximate average salary by contribution assumption: employee only about $414,015 at 4% or $276,010 at 6%; with 50% employer match about $276,010 at 4% or $184,007 at 6%; with 100% employer match about $207,008 at 4% or $138,005 at 6%. |
| Robert E. Mason & Associates Inc. Profit Sharing Plan | - | 185 | $20,474,324 | $3,063,712 | $16,561iApproximate average salary by contribution assumption: employee only about $414,015 at 4% or $276,010 at 6%; with 50% employer match about $276,010 at 4% or $184,007 at 6%; with 100% employer match about $207,008 at 4% or $138,005 at 6%. |
| 2011 | 1 | 187 | $17,163,251 | $1,468,755 | $7,854iApproximate average salary by contribution assumption: employee only about $196,358 at 4% or $130,905 at 6%; with 50% employer match about $130,905 at 4% or $87,270 at 6%; with 100% employer match about $98,179 at 4% or $65,453 at 6%. |
| Robert E. Mason & Associates Inc. Profit Sharing Plan | - | 187 | $17,163,251 | $1,468,755 | $7,854iApproximate average salary by contribution assumption: employee only about $196,358 at 4% or $130,905 at 6%; with 50% employer match about $130,905 at 4% or $87,270 at 6%; with 100% employer match about $98,179 at 4% or $65,453 at 6%. |
| 2010 | 1 | 127 | $15,988,402 | $1,220,844 | $9,613iApproximate average salary by contribution assumption: employee only about $240,324 at 4% or $160,216 at 6%; with 50% employer match about $160,216 at 4% or $106,810 at 6%; with 100% employer match about $120,162 at 4% or $80,108 at 6%. |
| Robert E. Mason & Associates Inc. Profit Sharing Plan | - | 127 | $15,988,402 | $1,220,844 | $9,613iApproximate average salary by contribution assumption: employee only about $240,324 at 4% or $160,216 at 6%; with 50% employer match about $160,216 at 4% or $106,810 at 6%; with 100% employer match about $120,162 at 4% or $80,108 at 6%. |
| 2009 | 1 | 112 | $13,570,383 | $999,129 | $8,921iApproximate average salary by contribution assumption: employee only about $223,020 at 4% or $148,680 at 6%; with 50% employer match about $148,680 at 4% or $99,120 at 6%; with 100% employer match about $111,510 at 4% or $74,340 at 6%. |
| Robert E. Mason & Associates Inc. Profit Sharing Plan | - | 112 | $13,570,383 | $999,129 | $8,921iApproximate average salary by contribution assumption: employee only about $223,020 at 4% or $148,680 at 6%; with 50% employer match about $148,680 at 4% or $99,120 at 6%; with 100% employer match about $111,510 at 4% or $74,340 at 6%. |
| 2008 | 1 | 108 | $0 | $0 | - |
| Robert E. Mason & Associates Inc. Profit Sharing Plan | - | 108 | - | - | - |
| 2007 | 1 | 102 | $0 | $0 | - |
| Robert E. Mason & Associates Inc. Profit Sharing Plan | - | 102 | - | - | - |
| 2006 | 1 | 106 | $15,234,263 | $1,025,772 | $9,677iApproximate average salary by contribution assumption: employee only about $241,927 at 4% or $161,285 at 6%; with 50% employer match about $161,285 at 4% or $107,523 at 6%; with 100% employer match about $120,964 at 4% or $80,642 at 6%. |
| Robert E. Mason & Associates Inc. Profit Sharing Plan | - | 106 | $15,234,263 | $1,025,772 | $9,677iApproximate average salary by contribution assumption: employee only about $241,927 at 4% or $161,285 at 6%; with 50% employer match about $161,285 at 4% or $107,523 at 6%; with 100% employer match about $120,964 at 4% or $80,642 at 6%. |
| 2005 | 1 | 92 | $12,784,894 | $902,706 | $9,812iApproximate average salary by contribution assumption: employee only about $245,301 at 4% or $163,534 at 6%; with 50% employer match about $163,534 at 4% or $109,022 at 6%; with 100% employer match about $122,650 at 4% or $81,767 at 6%. |
| Robert E. Mason & Associates Inc. Profit Sharing Plan | - | 92 | $12,784,894 | $902,706 | $9,812iApproximate average salary by contribution assumption: employee only about $245,301 at 4% or $163,534 at 6%; with 50% employer match about $163,534 at 4% or $109,022 at 6%; with 100% employer match about $122,650 at 4% or $81,767 at 6%. |