Civic Intelligence

Robert M. Stafford Inc.

Plan context: Robert M. Stafford Inc. Profit Sharing Plan and Trust

EIN 56-0934458 • Charlotte, NC • 18 filings • 2 plans

9115 Harris Corners Prkway, Ste 230Charlotte, NC 28269
Current Snapshot

Latest Year

2011

2011 Participants

29

2011 Assets

$2,767,744

2011 Contributions

$200,000

Historical Graphs

Total Assets Over Time

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

$2,767,744$1,383,872$0199920052010YearValue
$2,767,744Latest year 2010

Participants Over Time

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

29150199920052010YearValue
29Latest year 2010

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
201110$0$0-
Robert M. Stafford Inc. Profit Sharing Plan and Trust-0$0--
2010129$2,767,744$200,000$6,897iApproximate average salary by contribution assumption: employee only about $172,414 at 4% or $114,943 at 6%; with 50% employer match about $114,943 at 4% or $76,628 at 6%; with 100% employer match about $86,207 at 4% or $57,471 at 6%.
Robert M. Stafford Inc. Profit Sharing Plan and Trust-29$2,767,744$200,000$6,897iApproximate average salary by contribution assumption: employee only about $172,414 at 4% or $114,943 at 6%; with 50% employer match about $114,943 at 4% or $76,628 at 6%; with 100% employer match about $86,207 at 4% or $57,471 at 6%.
2009127$2,447,576$319,056$11,817iApproximate average salary by contribution assumption: employee only about $295,422 at 4% or $196,948 at 6%; with 50% employer match about $196,948 at 4% or $131,299 at 6%; with 100% employer match about $147,711 at 4% or $98,474 at 6%.
Robert M. Stafford Inc. Profit Sharing Plan and Trust-27$2,447,576$319,056$11,817iApproximate average salary by contribution assumption: employee only about $295,422 at 4% or $196,948 at 6%; with 50% employer match about $196,948 at 4% or $131,299 at 6%; with 100% employer match about $147,711 at 4% or $98,474 at 6%.
2008116$2,085,679$0-
Robert M. Stafford Inc. Profit Sharing Plan and Trust-16$2,085,679--
2007117$2,408,086$250,000$14,706iApproximate average salary by contribution assumption: employee only about $367,647 at 4% or $245,098 at 6%; with 50% employer match about $245,098 at 4% or $163,399 at 6%; with 100% employer match about $183,824 at 4% or $122,549 at 6%.
Robert M. Stafford Inc. Profit Sharing Plan and Trust-17$2,408,086$250,000$14,706iApproximate average salary by contribution assumption: employee only about $367,647 at 4% or $245,098 at 6%; with 50% employer match about $245,098 at 4% or $163,399 at 6%; with 100% employer match about $183,824 at 4% or $122,549 at 6%.
2006117$2,201,806$250,000$14,706iApproximate average salary by contribution assumption: employee only about $367,647 at 4% or $245,098 at 6%; with 50% employer match about $245,098 at 4% or $163,399 at 6%; with 100% employer match about $183,824 at 4% or $122,549 at 6%.
Robert M. Stafford Inc. Profit Sharing Plan and Trust-17$2,201,806$250,000$14,706iApproximate average salary by contribution assumption: employee only about $367,647 at 4% or $245,098 at 6%; with 50% employer match about $245,098 at 4% or $163,399 at 6%; with 100% employer match about $183,824 at 4% or $122,549 at 6%.
2005115$1,812,093$250,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Robert M. Stafford Inc. Profit Sharing Plan and Trust-15$1,812,093$250,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
2004119$1,586,236$75,000$3,947iApproximate average salary by contribution assumption: employee only about $98,684 at 4% or $65,789 at 6%; with 50% employer match about $65,789 at 4% or $43,860 at 6%; with 100% employer match about $49,342 at 4% or $32,895 at 6%.
Robert M. Stafford Inc. Profit Sharing Plan and Trust-19$1,586,236$75,000$3,947iApproximate average salary by contribution assumption: employee only about $98,684 at 4% or $65,789 at 6%; with 50% employer match about $65,789 at 4% or $43,860 at 6%; with 100% employer match about $49,342 at 4% or $32,895 at 6%.
2003221$0$0-
Robert M. Stafford Inc. Profit Sharing Plan and Trust-21---
Robert M. Stafford Inc. Money Purchase Pension Plan and Trust-0---
2002220$1,254,639$86,265$4,313iApproximate average salary by contribution assumption: employee only about $107,831 at 4% or $71,888 at 6%; with 50% employer match about $71,888 at 4% or $47,925 at 6%; with 100% employer match about $53,916 at 4% or $35,944 at 6%.
Robert M. Stafford Inc. Profit Sharing Plan and Trust-20$878,698$50,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Robert M. Stafford Inc. Money Purchase Pension Plan and Trust-20$375,941$36,265$1,813iApproximate average salary by contribution assumption: employee only about $45,331 at 4% or $30,221 at 6%; with 50% employer match about $30,221 at 4% or $20,147 at 6%; with 100% employer match about $22,666 at 4% or $15,110 at 6%.
2001219$353,115$37,489$1,973iApproximate average salary by contribution assumption: employee only about $49,328 at 4% or $32,885 at 6%; with 50% employer match about $32,885 at 4% or $21,923 at 6%; with 100% employer match about $24,664 at 4% or $16,443 at 6%.
Robert M. Stafford Inc. Money Purchase Pension Plan and Trust-19$353,115$37,489$1,973iApproximate average salary by contribution assumption: employee only about $49,328 at 4% or $32,885 at 6%; with 50% employer match about $32,885 at 4% or $21,923 at 6%; with 100% employer match about $24,664 at 4% or $16,443 at 6%.
Robert M. Stafford Inc. Profit Sharing Plan and Trust-19---
2000223$967,078$86,653$3,768iApproximate average salary by contribution assumption: employee only about $94,188 at 4% or $62,792 at 6%; with 50% employer match about $62,792 at 4% or $41,861 at 6%; with 100% employer match about $47,094 at 4% or $31,396 at 6%.
Robert M. Stafford Inc. Profit Sharing Plan and Trust-23$672,168$50,000$2,174iApproximate average salary by contribution assumption: employee only about $54,348 at 4% or $36,232 at 6%; with 50% employer match about $36,232 at 4% or $24,155 at 6%; with 100% employer match about $27,174 at 4% or $18,116 at 6%.
Robert M. Stafford Inc. Money Purchase Pension Plan and Trust-23$294,910$36,653$1,594iApproximate average salary by contribution assumption: employee only about $39,840 at 4% or $26,560 at 6%; with 50% employer match about $26,560 at 4% or $17,707 at 6%; with 100% employer match about $19,920 at 4% or $13,280 at 6%.
1999222$2,012,036$117,076$5,322iApproximate average salary by contribution assumption: employee only about $133,041 at 4% or $88,694 at 6%; with 50% employer match about $88,694 at 4% or $59,129 at 6%; with 100% employer match about $66,520 at 4% or $44,347 at 6%.
Robert M. Stafford Inc. Profit Sharing Plan and Trust-22$1,441,818$75,000$3,409iApproximate average salary by contribution assumption: employee only about $85,227 at 4% or $56,818 at 6%; with 50% employer match about $56,818 at 4% or $37,879 at 6%; with 100% employer match about $42,614 at 4% or $28,409 at 6%.
Robert M. Stafford Inc. Money Purchase Pension Plan and Trust-22$570,218$42,076$1,913iApproximate average salary by contribution assumption: employee only about $47,814 at 4% or $31,876 at 6%; with 50% employer match about $31,876 at 4% or $21,251 at 6%; with 100% employer match about $23,907 at 4% or $15,938 at 6%.