Parker, Poe, Adams & Bernstein LLP
Plan context: Parker, Poe, Adams & Bernstein 401K Profit Sharing Plan and Trust
EIN 56-0928467 • 84 filings • 19 plans
Current Snapshot
Latest Year
2024
2024 Participants
491
2024 Assets
$206,582,022
2024 Contributions
$13,892,753
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 491 | $206,582,022 | $13,892,753 | $28,295iApproximate average salary by contribution assumption: employee only about $707,370 at 4% or $471,580 at 6%; with 50% employer match about $471,580 at 4% or $314,387 at 6%; with 100% employer match about $353,685 at 4% or $235,790 at 6%. |
| Parker, Poe, Adams & Bernstein 401K Profit Sharing Plan and Trust | - | 491 | $206,582,022 | $13,892,753 | $28,295iApproximate average salary by contribution assumption: employee only about $707,370 at 4% or $471,580 at 6%; with 50% employer match about $471,580 at 4% or $314,387 at 6%; with 100% employer match about $353,685 at 4% or $235,790 at 6%. |
| Parker, Poe, Adams & Bernstein Medical and Life Insurance Plan | - | 469 | - | - | - |
| 2023 | 2 | 466 | $186,754,580 | $11,711,164 | $25,131iApproximate average salary by contribution assumption: employee only about $628,281 at 4% or $418,854 at 6%; with 50% employer match about $418,854 at 4% or $279,236 at 6%; with 100% employer match about $314,141 at 4% or $209,427 at 6%. |
| Parker, Poe, Adams & Bernstein 401K Profit Sharing Plan and Trust | - | 466 | $186,754,580 | $11,711,164 | $25,131iApproximate average salary by contribution assumption: employee only about $628,281 at 4% or $418,854 at 6%; with 50% employer match about $418,854 at 4% or $279,236 at 6%; with 100% employer match about $314,141 at 4% or $209,427 at 6%. |
| Parker, Poe, Adams & Bernstein Medical and Life Insurance Plan | - | 434 | - | - | - |
| 2022 | 2 | 465 | $158,229,431 | $11,204,686 | $24,096iApproximate average salary by contribution assumption: employee only about $602,402 at 4% or $401,602 at 6%; with 50% employer match about $401,602 at 4% or $267,734 at 6%; with 100% employer match about $301,201 at 4% or $200,801 at 6%. |
| Parker, Poe, Adams & Bernstein 401K Profit Sharing Plan and Trust | - | 465 | $158,229,431 | $11,204,686 | $24,096iApproximate average salary by contribution assumption: employee only about $602,402 at 4% or $401,602 at 6%; with 50% employer match about $401,602 at 4% or $267,734 at 6%; with 100% employer match about $301,201 at 4% or $200,801 at 6%. |
| Parker, Poe, Adams & Bernstein Medical and Life Insurance Plan | - | 438 | - | - | - |
| 2021 | 2 | 418 | $191,753,414 | $9,532,310 | $22,805iApproximate average salary by contribution assumption: employee only about $570,114 at 4% or $380,076 at 6%; with 50% employer match about $380,076 at 4% or $253,384 at 6%; with 100% employer match about $285,057 at 4% or $190,038 at 6%. |
| Parker, Poe, Adams & Bernstein 401K Profit Sharing Plan and Trust | - | 418 | $191,753,414 | $9,532,310 | $22,805iApproximate average salary by contribution assumption: employee only about $570,114 at 4% or $380,076 at 6%; with 50% employer match about $380,076 at 4% or $253,384 at 6%; with 100% employer match about $285,057 at 4% or $190,038 at 6%. |
| Parker, Poe, Adams & Bernstein Medical and Life Insurance Plan | - | 347 | - | - | - |
| 2020 | 2 | 419 | $179,541,211 | $11,669,506 | $27,851iApproximate average salary by contribution assumption: employee only about $696,271 at 4% or $464,181 at 6%; with 50% employer match about $464,181 at 4% or $309,454 at 6%; with 100% employer match about $348,136 at 4% or $232,090 at 6%. |
| Parker, Poe, Adams & Bernstein 401K Profit Sharing Plan and Trust | - | 419 | $179,541,211 | $11,669,506 | $27,851iApproximate average salary by contribution assumption: employee only about $696,271 at 4% or $464,181 at 6%; with 50% employer match about $464,181 at 4% or $309,454 at 6%; with 100% employer match about $348,136 at 4% or $232,090 at 6%. |
| Parker, Poe, Adams & Bernstein Medical and Life Insurance Plan | - | 330 | - | - | - |
| 2019 | 2 | 407 | $153,276,798 | $11,424,372 | $28,070iApproximate average salary by contribution assumption: employee only about $701,743 at 4% or $467,829 at 6%; with 50% employer match about $467,829 at 4% or $311,886 at 6%; with 100% employer match about $350,871 at 4% or $233,914 at 6%. |
| Parker, Poe, Adams & Bernstein 401K Profit Sharing Plan and Trust | - | 407 | $153,276,798 | $11,424,372 | $28,070iApproximate average salary by contribution assumption: employee only about $701,743 at 4% or $467,829 at 6%; with 50% employer match about $467,829 at 4% or $311,886 at 6%; with 100% employer match about $350,871 at 4% or $233,914 at 6%. |
| Parker, Poe, Adams & Bernstein Medical and Life Insurance Plan | - | 406 | - | - | - |
| 2018 | 2 | 398 | $118,811,584 | $7,885,256 | $19,812iApproximate average salary by contribution assumption: employee only about $495,305 at 4% or $330,203 at 6%; with 50% employer match about $330,203 at 4% or $220,136 at 6%; with 100% employer match about $247,653 at 4% or $165,102 at 6%. |
| Parker, Poe, Adams & Bernstein 401K Profit Sharing Plan and Trust | - | 398 | $118,811,584 | $7,885,256 | $19,812iApproximate average salary by contribution assumption: employee only about $495,305 at 4% or $330,203 at 6%; with 50% employer match about $330,203 at 4% or $220,136 at 6%; with 100% employer match about $247,653 at 4% or $165,102 at 6%. |
| Parker, Poe, Adams & Bernstein Medical and Life Insurance Plan | - | 304 | - | - | - |
| 2017 | 2 | 383 | $128,590,174 | $7,231,921 | $18,882iApproximate average salary by contribution assumption: employee only about $472,058 at 4% or $314,705 at 6%; with 50% employer match about $314,705 at 4% or $209,803 at 6%; with 100% employer match about $236,029 at 4% or $157,353 at 6%. |
| Parker, Poe, Adams & Bernstein 401K Profit Sharing Plan and Trust | - | 383 | $128,590,174 | $7,231,921 | $18,882iApproximate average salary by contribution assumption: employee only about $472,058 at 4% or $314,705 at 6%; with 50% employer match about $314,705 at 4% or $209,803 at 6%; with 100% employer match about $236,029 at 4% or $157,353 at 6%. |
| Parker, Poe, Adams & Bernstein Medical and Life Insurance Plan | - | 354 | - | - | - |
| 2016 | 2 | 376 | $110,535,738 | $6,605,058 | $17,567iApproximate average salary by contribution assumption: employee only about $439,166 at 4% or $292,777 at 6%; with 50% employer match about $292,777 at 4% or $195,185 at 6%; with 100% employer match about $219,583 at 4% or $146,389 at 6%. |
| Parker, Poe, Adams & Bernstein 401K Profit Sharing Plan and Trust | - | 376 | $110,535,738 | $6,605,058 | $17,567iApproximate average salary by contribution assumption: employee only about $439,166 at 4% or $292,777 at 6%; with 50% employer match about $292,777 at 4% or $195,185 at 6%; with 100% employer match about $219,583 at 4% or $146,389 at 6%. |
| Parker, Poe, Adams & Bernstein Medical and Life Insurance Plan | - | 374 | - | - | - |
| 2015 | 4 | 348 | $101,529,031 | $7,909,215 | $22,728iApproximate average salary by contribution assumption: employee only about $568,191 at 4% or $378,794 at 6%; with 50% employer match about $378,794 at 4% or $252,529 at 6%; with 100% employer match about $284,095 at 4% or $189,397 at 6%. |
| Parker, Poe, Adams & Bernstein 401K Profit Sharing Plan and Trust | - | 348 | $101,529,031 | $7,909,215 | $22,728iApproximate average salary by contribution assumption: employee only about $568,191 at 4% or $378,794 at 6%; with 50% employer match about $378,794 at 4% or $252,529 at 6%; with 100% employer match about $284,095 at 4% or $189,397 at 6%. |
| Parker Poe Adams & Bernstein Cafeteria Plan | - | 0 | - | - | - |
| Parker, Poe, Adams & Bernstein Long Term Disability Plan | - | 0 | - | - | - |
| Parker, Poe, Adams & Bernstein Medical and Life Insurance Plan | - | 260 | - | - | - |
| 2014 | 4 | 367 | $104,353,756 | $6,587,553 | $17,950iApproximate average salary by contribution assumption: employee only about $448,743 at 4% or $299,162 at 6%; with 50% employer match about $299,162 at 4% or $199,442 at 6%; with 100% employer match about $224,372 at 4% or $149,581 at 6%. |
| Parker, Poe, Adams & Bernstein 401K Profit Sharing Plan and Trust | - | 364 | $104,353,756 | $6,587,553 | $18,098iApproximate average salary by contribution assumption: employee only about $452,442 at 4% or $301,628 at 6%; with 50% employer match about $301,628 at 4% or $201,085 at 6%; with 100% employer match about $226,221 at 4% or $150,814 at 6%. |
| Parker Poe Adams & Bernstein Cafeteria Plan | - | 151 | - | - | - |
| Parker, Poe, Adams & Bernstein Long Term Disability Plan | - | 367 | - | - | - |
| Parker, Poe, Adams & Bernstein Medical and Life Insurance Plan | - | 291 | - | - | - |
| 2013 | 4 | 367 | $98,653,914 | $6,240,530 | $17,004iApproximate average salary by contribution assumption: employee only about $425,104 at 4% or $283,403 at 6%; with 50% employer match about $283,403 at 4% or $188,935 at 6%; with 100% employer match about $212,552 at 4% or $141,701 at 6%. |
| Parker, Poe, Adams & Bernstein 401K Profit Sharing Plan and Trust | - | 365 | $98,653,914 | $6,240,530 | $17,097iApproximate average salary by contribution assumption: employee only about $427,434 at 4% or $284,956 at 6%; with 50% employer match about $284,956 at 4% or $189,970 at 6%; with 100% employer match about $213,717 at 4% or $142,478 at 6%. |
| Parker, Poe, Adams & Bernstein Long Term Disability Plan | - | 367 | - | - | - |
| Parker Poe Adams & Bernstein Cafeteria Plan | - | 151 | - | - | - |
| Parker, Poe, Adams & Bernstein Medical and Life Insurance Plan | - | 291 | - | - | - |
| 2012 | 4 | 387 | $79,920,435 | $6,333,216 | $16,365iApproximate average salary by contribution assumption: employee only about $409,122 at 4% or $272,748 at 6%; with 50% employer match about $272,748 at 4% or $181,832 at 6%; with 100% employer match about $204,561 at 4% or $136,374 at 6%. |
| Parker, Poe, Adams & Bernstein 401K Profit Sharing Plan and Trust | - | 387 | $79,920,435 | $6,333,216 | $16,365iApproximate average salary by contribution assumption: employee only about $409,122 at 4% or $272,748 at 6%; with 50% employer match about $272,748 at 4% or $181,832 at 6%; with 100% employer match about $204,561 at 4% or $136,374 at 6%. |
| Parker Poe Adams & Bernstein Cafeteria Plan | - | 176 | - | - | - |
| Parker, Poe, Adams & Bernstein Medical and Life Insurance Plan | - | 318 | - | - | - |
| Parker, Poe, Adams & Bernstein Long Term Disability Plan | - | 374 | - | - | - |
| 2011 | 4 | 405 | $72,531,877 | $6,444,795 | $15,913iApproximate average salary by contribution assumption: employee only about $397,827 at 4% or $265,218 at 6%; with 50% employer match about $265,218 at 4% or $176,812 at 6%; with 100% employer match about $198,913 at 4% or $132,609 at 6%. |
| Parker, Poe, Adams & Bernstein 401K Profit Sharing Plan and Trust | - | 405 | $72,531,877 | $6,444,795 | $15,913iApproximate average salary by contribution assumption: employee only about $397,827 at 4% or $265,218 at 6%; with 50% employer match about $265,218 at 4% or $176,812 at 6%; with 100% employer match about $198,913 at 4% or $132,609 at 6%. |
| Parker Poe Adams & Bernstein Cafeteria Plan | - | 182 | - | - | - |
| Parker, Poe, Adams & Bernstein Medical and Life Insurance Plan | - | 353 | - | - | - |
| Parker, Poe, Adams & Bernstein Long Term Disability Plan | - | 400 | - | - | - |
| 2010 | 4 | 421 | $70,679,895 | $6,482,283 | $15,397iApproximate average salary by contribution assumption: employee only about $384,934 at 4% or $256,622 at 6%; with 50% employer match about $256,622 at 4% or $171,082 at 6%; with 100% employer match about $192,467 at 4% or $128,311 at 6%. |
| Parker, Poe, Adams & Bernstein 401K Profit Sharing Plan and Trust | - | 421 | $70,679,895 | $6,482,283 | $15,397iApproximate average salary by contribution assumption: employee only about $384,934 at 4% or $256,622 at 6%; with 50% employer match about $256,622 at 4% or $171,082 at 6%; with 100% employer match about $192,467 at 4% or $128,311 at 6%. |
| Parker, Poe, Adams & Bernstein Medical and Life Insurance Plan | - | 351 | - | - | - |
| Parker, Poe, Adams & Bernstein Long Term Disability Plan | - | 406 | - | - | - |
| Parker Poe Adams & Bernstein Cafeteria Plan | - | 197 | - | - | - |
| 2009 | 4 | 449 | $59,615,916 | $6,003,120 | $13,370iApproximate average salary by contribution assumption: employee only about $334,249 at 4% or $222,833 at 6%; with 50% employer match about $222,833 at 4% or $148,555 at 6%; with 100% employer match about $167,125 at 4% or $111,416 at 6%. |
| Parker, Poe, Adams & Bernstein 401K Profit Sharing Plan and Trust | - | 449 | $59,615,916 | $6,003,120 | $13,370iApproximate average salary by contribution assumption: employee only about $334,249 at 4% or $222,833 at 6%; with 50% employer match about $222,833 at 4% or $148,555 at 6%; with 100% employer match about $167,125 at 4% or $111,416 at 6%. |
| Parker, Poe, Adams & Bernstein Medical and Life Insurance Plan | - | 333 | - | - | - |
| Parker, Poe, Adams & Bernstein Long Term Disability Plan | - | 410 | - | - | - |
| Parker Poe Adams & Bernstein Cafeteria Plan | - | 192 | - | - | - |
| 2008 | 4 | 468 | $43,377,589 | $5,573,488 | $11,909iApproximate average salary by contribution assumption: employee only about $297,729 at 4% or $198,486 at 6%; with 50% employer match about $198,486 at 4% or $132,324 at 6%; with 100% employer match about $148,865 at 4% or $99,243 at 6%. |
| Parker, Poe, Adams & Bernstein 401K Profit Sharing Plan and Trust | - | 404 | $43,377,589 | $5,573,488 | $13,796iApproximate average salary by contribution assumption: employee only about $344,894 at 4% or $229,929 at 6%; with 50% employer match about $229,929 at 4% or $153,286 at 6%; with 100% employer match about $172,447 at 4% or $114,965 at 6%. |
| Parker, Poe, Adams & Bernstein Long Term Disability Plan | - | 468 | - | - | - |
| Parker, Poe, Adams & Bernstein Medical and Life Insurance Plan | - | 342 | - | - | - |
| Parker Poe Adams & Bernstein Cafeteria Plan | - | 263 | - | - | - |
| 2007 | 4 | 442 | $61,274,695 | $5,065,750 | $11,461iApproximate average salary by contribution assumption: employee only about $286,524 at 4% or $191,016 at 6%; with 50% employer match about $191,016 at 4% or $127,344 at 6%; with 100% employer match about $143,262 at 4% or $95,508 at 6%. |
| Parker, Poe, Adams & Bernstein 401K Profit Sharing Plan and Trust | - | 382 | $61,274,695 | $5,065,750 | $13,261iApproximate average salary by contribution assumption: employee only about $331,528 at 4% or $221,019 at 6%; with 50% employer match about $221,019 at 4% or $147,346 at 6%; with 100% employer match about $165,764 at 4% or $110,509 at 6%. |
| Parker, Poe, Adams & Bernstein Medical and Life Insurance Plan | - | 360 | - | - | - |
| Parker, Poe, Adams & Bernstein Long Term Disability Plan | - | 442 | - | - | - |
| Parker Poe Adams & Bernstein Cafeteria Plan | - | 248 | - | - | - |
| 2006 | 4 | 429 | $55,357,717 | $4,168,013 | $9,716iApproximate average salary by contribution assumption: employee only about $242,891 at 4% or $161,927 at 6%; with 50% employer match about $161,927 at 4% or $107,952 at 6%; with 100% employer match about $121,446 at 4% or $80,964 at 6%. |
| Parker, Poe, Adams & Bernstein 401K Profit Sharing Plan and Trust | - | 337 | $55,357,717 | $4,168,013 | $12,368iApproximate average salary by contribution assumption: employee only about $309,200 at 4% or $206,133 at 6%; with 50% employer match about $206,133 at 4% or $137,422 at 6%; with 100% employer match about $154,600 at 4% or $103,067 at 6%. |
| Parker Poe Adams & Bernstein Cafeteria Plan | - | 234 | - | - | - |
| Parker, Poe, Adams & Bernstein Long Term Disability Plan | - | 429 | - | - | - |
| Parker, Poe, Adams & Bernstein Medical and Life Insurance Plan | - | 328 | - | - | - |
| 2005 | 4 | 341 | $46,268,927 | $3,901,829 | $11,442iApproximate average salary by contribution assumption: employee only about $286,058 at 4% or $190,705 at 6%; with 50% employer match about $190,705 at 4% or $127,137 at 6%; with 100% employer match about $143,029 at 4% or $95,353 at 6%. |
| Parker, Poe, Adams & Bernstein 401K Profit Sharing Plan and Trust | - | 282 | $46,268,927 | $3,901,829 | $13,836iApproximate average salary by contribution assumption: employee only about $345,907 at 4% or $230,605 at 6%; with 50% employer match about $230,605 at 4% or $153,736 at 6%; with 100% employer match about $172,953 at 4% or $115,302 at 6%. |
| Parker Poe Adams & Bernstein Cafeteria Plan | - | 282 | - | - | - |
| Parker, Poe, Adams & Bernstein Long Term Disability Plan | - | 341 | - | - | - |
| Parker, Poe, Adams & Bernstein Medical and Life Insurance Plan | - | 273 | - | - | - |
| 2004 | 4 | 313 | $41,541,083 | $4,080,600 | $13,037iApproximate average salary by contribution assumption: employee only about $325,927 at 4% or $217,284 at 6%; with 50% employer match about $217,284 at 4% or $144,856 at 6%; with 100% employer match about $162,963 at 4% or $108,642 at 6%. |
| Parker, Poe, Adams & Bernstein 401K Profit Sharing Plan and Trust | - | 270 | $41,541,083 | $4,080,600 | $15,113iApproximate average salary by contribution assumption: employee only about $377,833 at 4% or $251,889 at 6%; with 50% employer match about $251,889 at 4% or $167,926 at 6%; with 100% employer match about $188,917 at 4% or $125,944 at 6%. |
| Parker, Poe, Adams & Bernstein Medical and Life Insurance Plan | - | 255 | - | - | - |
| Parker Poe Adams & Bernstein Cafeteria Plan | - | 202 | - | - | - |
| Parker, Poe, Adams & Bernstein Long Term Disability Plan | - | 313 | - | - | - |
| 2003 | 4 | 286 | $36,056,864 | $3,405,365 | $11,907iApproximate average salary by contribution assumption: employee only about $297,672 at 4% or $198,448 at 6%; with 50% employer match about $198,448 at 4% or $132,299 at 6%; with 100% employer match about $148,836 at 4% or $99,224 at 6%. |
| Parker, Poe, Adams & Bernstein 401K Profit Sharing Plan and Trust | - | 263 | $36,056,864 | $3,405,365 | $12,948iApproximate average salary by contribution assumption: employee only about $323,704 at 4% or $215,803 at 6%; with 50% employer match about $215,803 at 4% or $143,868 at 6%; with 100% employer match about $161,852 at 4% or $107,901 at 6%. |
| Parker, Poe, Adams & Bernstein Long Term Disability Plan | - | 286 | - | - | - |
| Parker, Poe, Adams & Bernstein Medical and Life Insurance Plan | - | 241 | - | - | - |
| Parker Poe Adams & Bernstein Cafeteria Plan | - | 157 | - | - | - |
| 2002 | 4 | 297 | $28,971,012 | $3,270,942 | $11,013iApproximate average salary by contribution assumption: employee only about $275,332 at 4% or $183,555 at 6%; with 50% employer match about $183,555 at 4% or $122,370 at 6%; with 100% employer match about $137,666 at 4% or $91,777 at 6%. |
| Parker, Poe, Adams & Bernstein 401K Profit Sharing Plan and Trust | - | 279 | $28,971,012 | $3,270,942 | $11,724iApproximate average salary by contribution assumption: employee only about $293,095 at 4% or $195,397 at 6%; with 50% employer match about $195,397 at 4% or $130,265 at 6%; with 100% employer match about $146,548 at 4% or $97,698 at 6%. |
| Parker, Poe, Adams & Bernstein Medical and Life Insurance Plan | - | 252 | - | - | - |
| Parker, Poe, Adams & Bernstein Long Term Disability Plan | - | 297 | - | - | - |
| Parker Poe Adams & Bernstein Cafeteria Plan | - | 134 | - | - | - |
| 2001 | 4 | 276 | $31,807,880 | $2,914,407 | $10,559iApproximate average salary by contribution assumption: employee only about $263,986 at 4% or $175,991 at 6%; with 50% employer match about $175,991 at 4% or $117,327 at 6%; with 100% employer match about $131,993 at 4% or $87,995 at 6%. |
| Parker, Poe, Adams & Bernstein 401K Profit Sharing Plan and Trust | - | 276 | $31,807,880 | $2,914,407 | $10,559iApproximate average salary by contribution assumption: employee only about $263,986 at 4% or $175,991 at 6%; with 50% employer match about $175,991 at 4% or $117,327 at 6%; with 100% employer match about $131,993 at 4% or $87,995 at 6%. |
| Parker Poe Adams & Bernstein Cafeteria Plan | - | 222 | - | - | - |
| Parker, Poe, Adams & Bernstein Long Term Disability Plan | - | 265 | - | - | - |
| Parker, Poe, Adams & Bernstein Medical and Life Insurance Plan | - | 254 | - | - | - |
| 2000 | 3 | 371 | $0 | $0 | - |
| Parker, Poe, Adams & Bernstein Medical and Life Insurance Plan | - | 371 | - | - | - |
| Parker, Poe, Adams & Bernstein Long Term Disability Plan | - | 320 | - | - | - |
| Parker, Poe, Adams & Bernstein 401K Profit Sharing Plan and Trust | - | 266 | - | - | - |
| 1999 | 3 | 310 | $32,293,615 | $2,311,272 | $7,456iApproximate average salary by contribution assumption: employee only about $186,393 at 4% or $124,262 at 6%; with 50% employer match about $124,262 at 4% or $82,841 at 6%; with 100% employer match about $93,196 at 4% or $62,131 at 6%. |
| Parker, Poe, Adams & Bernstein 401K Profit Sharing Plan and Trust | - | 245 | $32,293,615 | $2,311,272 | $9,434iApproximate average salary by contribution assumption: employee only about $235,844 at 4% or $157,229 at 6%; with 50% employer match about $157,229 at 4% or $104,820 at 6%; with 100% employer match about $117,922 at 4% or $78,615 at 6%. |
| Parker, Poe, Adams & Bernstein Medical and Life Insurance Plan | - | 304 | - | - | - |
| Parker, Poe, Adams & Bernstein Long Term Disability Plan | - | 310 | - | - | - |