Civic Intelligence

Bragg Financial Advisors Inc.

Plan context: Bragg Financial Advisors Inc. Profit Sharing Plan & Trust

EIN 56-0938807 • Charlotte, NC • 27 filings • 5 plans

1031 S. Caldwell StreetSuite 200Charlotte, NC 28203
Current Snapshot

Latest Year

2025

2025 Participants

38

2025 Assets

$27,277,818

2025 Contributions

$1,358,985

Historical Graphs

Total Assets Over Time

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

$27,277,818$13,638,909$0199920122025YearValue
$27,277,818Latest year 2025

Participants Over Time

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

38190199920122025YearValue
38Latest year 2025

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
2025138$27,277,818$1,358,985$35,763iApproximate average salary by contribution assumption: employee only about $894,069 at 4% or $596,046 at 6%; with 50% employer match about $596,046 at 4% or $397,364 at 6%; with 100% employer match about $447,035 at 4% or $298,023 at 6%.
Bragg Financial Advisors Inc. Profit Sharing Plan & Trust-38$27,277,818$1,358,985$35,763iApproximate average salary by contribution assumption: employee only about $894,069 at 4% or $596,046 at 6%; with 50% employer match about $596,046 at 4% or $397,364 at 6%; with 100% employer match about $447,035 at 4% or $298,023 at 6%.
2024134$23,218,555$1,288,996$37,912iApproximate average salary by contribution assumption: employee only about $947,791 at 4% or $631,861 at 6%; with 50% employer match about $631,861 at 4% or $421,241 at 6%; with 100% employer match about $473,896 at 4% or $315,930 at 6%.
Bragg Financial Advisors Inc. Profit Sharing Plan & Trust-34$23,218,555$1,288,996$37,912iApproximate average salary by contribution assumption: employee only about $947,791 at 4% or $631,861 at 6%; with 50% employer match about $631,861 at 4% or $421,241 at 6%; with 100% employer match about $473,896 at 4% or $315,930 at 6%.
2023133$20,522,754$1,269,146$38,459iApproximate average salary by contribution assumption: employee only about $961,474 at 4% or $640,983 at 6%; with 50% employer match about $640,983 at 4% or $427,322 at 6%; with 100% employer match about $480,737 at 4% or $320,491 at 6%.
Bragg Financial Advisors Inc. Profit Sharing Plan & Trust-33$20,522,754$1,269,146$38,459iApproximate average salary by contribution assumption: employee only about $961,474 at 4% or $640,983 at 6%; with 50% employer match about $640,983 at 4% or $427,322 at 6%; with 100% employer match about $480,737 at 4% or $320,491 at 6%.
2022133$16,671,666$1,128,579$34,199iApproximate average salary by contribution assumption: employee only about $854,984 at 4% or $569,989 at 6%; with 50% employer match about $569,989 at 4% or $379,993 at 6%; with 100% employer match about $427,492 at 4% or $284,995 at 6%.
Bragg Financial Advisors Inc. Profit Sharing Plan & Trust-33$16,671,666$1,128,579$34,199iApproximate average salary by contribution assumption: employee only about $854,984 at 4% or $569,989 at 6%; with 50% employer match about $569,989 at 4% or $379,993 at 6%; with 100% employer match about $427,492 at 4% or $284,995 at 6%.
2021129$17,659,546$961,153$33,143iApproximate average salary by contribution assumption: employee only about $828,580 at 4% or $552,387 at 6%; with 50% employer match about $552,387 at 4% or $368,258 at 6%; with 100% employer match about $414,290 at 4% or $276,193 at 6%.
Bragg Financial Advisors Inc. Profit Sharing Plan & Trust-29$17,659,546$961,153$33,143iApproximate average salary by contribution assumption: employee only about $828,580 at 4% or $552,387 at 6%; with 50% employer match about $552,387 at 4% or $368,258 at 6%; with 100% employer match about $414,290 at 4% or $276,193 at 6%.
2020128$14,699,504$885,950$31,641iApproximate average salary by contribution assumption: employee only about $791,027 at 4% or $527,351 at 6%; with 50% employer match about $527,351 at 4% or $351,567 at 6%; with 100% employer match about $395,513 at 4% or $263,676 at 6%.
Bragg Financial Advisors Inc. Profit Sharing Plan & Trust-28$14,699,504$885,950$31,641iApproximate average salary by contribution assumption: employee only about $791,027 at 4% or $527,351 at 6%; with 50% employer match about $527,351 at 4% or $351,567 at 6%; with 100% employer match about $395,513 at 4% or $263,676 at 6%.
2019124$11,917,655$776,761$32,365iApproximate average salary by contribution assumption: employee only about $809,126 at 4% or $539,417 at 6%; with 50% employer match about $539,417 at 4% or $359,612 at 6%; with 100% employer match about $404,563 at 4% or $269,709 at 6%.
Bragg Financial Advisors Inc. Profit Sharing Plan & Trust-24$11,917,655$776,761$32,365iApproximate average salary by contribution assumption: employee only about $809,126 at 4% or $539,417 at 6%; with 50% employer match about $539,417 at 4% or $359,612 at 6%; with 100% employer match about $404,563 at 4% or $269,709 at 6%.
2018124$9,067,690$722,332$30,097iApproximate average salary by contribution assumption: employee only about $752,429 at 4% or $501,619 at 6%; with 50% employer match about $501,619 at 4% or $334,413 at 6%; with 100% employer match about $376,215 at 4% or $250,810 at 6%.
Bragg Financial Advisors Inc. Profit Sharing Plan & Trust-24$9,067,690$722,332$30,097iApproximate average salary by contribution assumption: employee only about $752,429 at 4% or $501,619 at 6%; with 50% employer match about $501,619 at 4% or $334,413 at 6%; with 100% employer match about $376,215 at 4% or $250,810 at 6%.
2017120$9,224,800$601,633$30,082iApproximate average salary by contribution assumption: employee only about $752,041 at 4% or $501,361 at 6%; with 50% employer match about $501,361 at 4% or $334,241 at 6%; with 100% employer match about $376,021 at 4% or $250,680 at 6%.
Bragg Financial Advisors Inc. Profit Sharing Plan & Trust-20$9,224,800$601,633$30,082iApproximate average salary by contribution assumption: employee only about $752,041 at 4% or $501,361 at 6%; with 50% employer match about $501,361 at 4% or $334,241 at 6%; with 100% employer match about $376,021 at 4% or $250,680 at 6%.
2016118$7,426,379$557,436$30,969iApproximate average salary by contribution assumption: employee only about $774,217 at 4% or $516,144 at 6%; with 50% employer match about $516,144 at 4% or $344,096 at 6%; with 100% employer match about $387,108 at 4% or $258,072 at 6%.
Bragg Financial Advisors Inc. Profit Sharing Plan & Trust-18$7,426,379$557,436$30,969iApproximate average salary by contribution assumption: employee only about $774,217 at 4% or $516,144 at 6%; with 50% employer match about $516,144 at 4% or $344,096 at 6%; with 100% employer match about $387,108 at 4% or $258,072 at 6%.
2015115$6,204,298$418,241$27,883iApproximate average salary by contribution assumption: employee only about $697,068 at 4% or $464,712 at 6%; with 50% employer match about $464,712 at 4% or $309,808 at 6%; with 100% employer match about $348,534 at 4% or $232,356 at 6%.
Bragg Financial Advisors Inc. Profit Sharing Plan & Trust-15$6,204,298$418,241$27,883iApproximate average salary by contribution assumption: employee only about $697,068 at 4% or $464,712 at 6%; with 50% employer match about $464,712 at 4% or $309,808 at 6%; with 100% employer match about $348,534 at 4% or $232,356 at 6%.
2014113$5,863,977$479,619$36,894iApproximate average salary by contribution assumption: employee only about $922,344 at 4% or $614,896 at 6%; with 50% employer match about $614,896 at 4% or $409,931 at 6%; with 100% employer match about $461,172 at 4% or $307,448 at 6%.
Bragg Financial Advisors Inc. Profit Sharing Plan & Trust-13$5,863,977$479,619$36,894iApproximate average salary by contribution assumption: employee only about $922,344 at 4% or $614,896 at 6%; with 50% employer match about $614,896 at 4% or $409,931 at 6%; with 100% employer match about $461,172 at 4% or $307,448 at 6%.
2013115$5,323,052$404,052$26,937iApproximate average salary by contribution assumption: employee only about $673,420 at 4% or $448,947 at 6%; with 50% employer match about $448,947 at 4% or $299,298 at 6%; with 100% employer match about $336,710 at 4% or $224,473 at 6%.
Bragg Financial Advisors Inc. Profit Sharing Plan & Trust-15$5,323,052$404,052$26,937iApproximate average salary by contribution assumption: employee only about $673,420 at 4% or $448,947 at 6%; with 50% employer match about $448,947 at 4% or $299,298 at 6%; with 100% employer match about $336,710 at 4% or $224,473 at 6%.
2012114$4,105,834$371,670$26,548iApproximate average salary by contribution assumption: employee only about $663,696 at 4% or $442,464 at 6%; with 50% employer match about $442,464 at 4% or $294,976 at 6%; with 100% employer match about $331,848 at 4% or $221,232 at 6%.
Bragg Financial Advisors Inc. Profit Sharing Plan & Trust-14$4,105,834$371,670$26,548iApproximate average salary by contribution assumption: employee only about $663,696 at 4% or $442,464 at 6%; with 50% employer match about $442,464 at 4% or $294,976 at 6%; with 100% employer match about $331,848 at 4% or $221,232 at 6%.
2011112$3,368,399$320,900$26,742iApproximate average salary by contribution assumption: employee only about $668,542 at 4% or $445,694 at 6%; with 50% employer match about $445,694 at 4% or $297,130 at 6%; with 100% employer match about $334,271 at 4% or $222,847 at 6%.
Bragg Financial Advisors Inc. Profit Sharing Plan & Trust-12$3,368,399$320,900$26,742iApproximate average salary by contribution assumption: employee only about $668,542 at 4% or $445,694 at 6%; with 50% employer match about $445,694 at 4% or $297,130 at 6%; with 100% employer match about $334,271 at 4% or $222,847 at 6%.
2010112$2,995,868$311,503$25,959iApproximate average salary by contribution assumption: employee only about $648,965 at 4% or $432,643 at 6%; with 50% employer match about $432,643 at 4% or $288,429 at 6%; with 100% employer match about $324,482 at 4% or $216,322 at 6%.
Bragg Financial Advisors Inc. Profit Sharing Plan & Trust-12$2,995,868$311,503$25,959iApproximate average salary by contribution assumption: employee only about $648,965 at 4% or $432,643 at 6%; with 50% employer match about $432,643 at 4% or $288,429 at 6%; with 100% employer match about $324,482 at 4% or $216,322 at 6%.
2009111$2,330,183$305,218$27,747iApproximate average salary by contribution assumption: employee only about $693,677 at 4% or $462,452 at 6%; with 50% employer match about $462,452 at 4% or $308,301 at 6%; with 100% employer match about $346,839 at 4% or $231,226 at 6%.
Bragg Financial Advisors Inc. Profit Sharing Plan & Trust-11$2,330,183$305,218$27,747iApproximate average salary by contribution assumption: employee only about $693,677 at 4% or $462,452 at 6%; with 50% employer match about $462,452 at 4% or $308,301 at 6%; with 100% employer match about $346,839 at 4% or $231,226 at 6%.
2008110$1,620,938$277,053$27,705iApproximate average salary by contribution assumption: employee only about $692,633 at 4% or $461,755 at 6%; with 50% employer match about $461,755 at 4% or $307,837 at 6%; with 100% employer match about $346,316 at 4% or $230,878 at 6%.
Bragg Financial Advisors Inc. Profit Sharing Plan & Trust-10$1,620,938$277,053$27,705iApproximate average salary by contribution assumption: employee only about $692,633 at 4% or $461,755 at 6%; with 50% employer match about $461,755 at 4% or $307,837 at 6%; with 100% employer match about $346,316 at 4% or $230,878 at 6%.
2007110$2,054,351$275,969$27,597iApproximate average salary by contribution assumption: employee only about $689,923 at 4% or $459,948 at 6%; with 50% employer match about $459,948 at 4% or $306,632 at 6%; with 100% employer match about $344,961 at 4% or $229,974 at 6%.
Bragg Financial Advisors Inc. Profit Sharing Plan & Trust-10$2,054,351$275,969$27,597iApproximate average salary by contribution assumption: employee only about $689,923 at 4% or $459,948 at 6%; with 50% employer match about $459,948 at 4% or $306,632 at 6%; with 100% employer match about $344,961 at 4% or $229,974 at 6%.
2006110$1,675,376$254,666$25,467iApproximate average salary by contribution assumption: employee only about $636,665 at 4% or $424,443 at 6%; with 50% employer match about $424,443 at 4% or $282,962 at 6%; with 100% employer match about $318,333 at 4% or $212,222 at 6%.
Bragg Financial Advisors Inc. Profit Sharing Plan & Trust-10$1,675,376$254,666$25,467iApproximate average salary by contribution assumption: employee only about $636,665 at 4% or $424,443 at 6%; with 50% employer match about $424,443 at 4% or $282,962 at 6%; with 100% employer match about $318,333 at 4% or $212,222 at 6%.
2005110$1,809,074$231,239$23,124iApproximate average salary by contribution assumption: employee only about $578,098 at 4% or $385,398 at 6%; with 50% employer match about $385,398 at 4% or $256,932 at 6%; with 100% employer match about $289,049 at 4% or $192,699 at 6%.
Bragg Financial Advisors Inc. Profit Sharing Plan & Trust-10$1,809,074$231,239$23,124iApproximate average salary by contribution assumption: employee only about $578,098 at 4% or $385,398 at 6%; with 50% employer match about $385,398 at 4% or $256,932 at 6%; with 100% employer match about $289,049 at 4% or $192,699 at 6%.
200418$1,602,524$207,794$25,974iApproximate average salary by contribution assumption: employee only about $649,356 at 4% or $432,904 at 6%; with 50% employer match about $432,904 at 4% or $288,603 at 6%; with 100% employer match about $324,678 at 4% or $216,452 at 6%.
Bragg Financial Advisors Inc. Profit Sharing Plan & Trust-8$1,602,524$207,794$25,974iApproximate average salary by contribution assumption: employee only about $649,356 at 4% or $432,904 at 6%; with 50% employer match about $432,904 at 4% or $288,603 at 6%; with 100% employer match about $324,678 at 4% or $216,452 at 6%.
200319$1,278,727$189,145$21,016iApproximate average salary by contribution assumption: employee only about $525,403 at 4% or $350,269 at 6%; with 50% employer match about $350,269 at 4% or $233,512 at 6%; with 100% employer match about $262,701 at 4% or $175,134 at 6%.
Bragg Financial Advisors Inc. Profit Sharing Plan & Trust-9$1,278,727$189,145$21,016iApproximate average salary by contribution assumption: employee only about $525,403 at 4% or $350,269 at 6%; with 50% employer match about $350,269 at 4% or $233,512 at 6%; with 100% employer match about $262,701 at 4% or $175,134 at 6%.
2002110$3,315,633$177,238$17,724iApproximate average salary by contribution assumption: employee only about $443,095 at 4% or $295,397 at 6%; with 50% employer match about $295,397 at 4% or $196,931 at 6%; with 100% employer match about $221,548 at 4% or $147,698 at 6%.
Bragg Financial Advisors Inc. Profit Sharing Plan & Trust-10$3,315,633$177,238$17,724iApproximate average salary by contribution assumption: employee only about $443,095 at 4% or $295,397 at 6%; with 50% employer match about $295,397 at 4% or $196,931 at 6%; with 100% employer match about $221,548 at 4% or $147,698 at 6%.
2001112$4,014,741$109,000$9,083iApproximate average salary by contribution assumption: employee only about $227,083 at 4% or $151,389 at 6%; with 50% employer match about $151,389 at 4% or $100,926 at 6%; with 100% employer match about $113,542 at 4% or $75,694 at 6%.
Bragg Financial Advisors Inc. Profit Sharing Plan & Trust-12$4,014,741$109,000$9,083iApproximate average salary by contribution assumption: employee only about $227,083 at 4% or $151,389 at 6%; with 50% employer match about $151,389 at 4% or $100,926 at 6%; with 100% employer match about $113,542 at 4% or $75,694 at 6%.
2000111$4,377,865$71,380$6,489iApproximate average salary by contribution assumption: employee only about $162,227 at 4% or $108,152 at 6%; with 50% employer match about $108,152 at 4% or $72,101 at 6%; with 100% employer match about $81,114 at 4% or $54,076 at 6%.
Bragg Financial Advisors Inc. Profit Sharing Plan & Trust-11$4,377,865$71,380$6,489iApproximate average salary by contribution assumption: employee only about $162,227 at 4% or $108,152 at 6%; with 50% employer match about $108,152 at 4% or $72,101 at 6%; with 100% employer match about $81,114 at 4% or $54,076 at 6%.
1999111$5,174,778$75,901$6,900iApproximate average salary by contribution assumption: employee only about $172,502 at 4% or $115,002 at 6%; with 50% employer match about $115,002 at 4% or $76,668 at 6%; with 100% employer match about $86,251 at 4% or $57,501 at 6%.
Bragg Financial Advisors Inc. Profit Sharing Plan & Trust-11$5,174,778$75,901$6,900iApproximate average salary by contribution assumption: employee only about $172,502 at 4% or $115,002 at 6%; with 50% employer match about $115,002 at 4% or $76,668 at 6%; with 100% employer match about $86,251 at 4% or $57,501 at 6%.