Civic Intelligence

E.F. Belk & Son Inc.

Plan context: E.F. Belk & Son Inc. Profit Sharing Plan

EIN 56-0986325 • Mooresville, NC • 26 filings • 3 plans

933 Oakridge Farm HywMooresville, NC 28115-7950
Current Snapshot

Latest Year

2024

2024 Participants

46

2024 Assets

$7,888,242

2024 Contributions

$208,063

Historical Graphs

Total Assets Over Time

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

$8,025,504$4,012,752$0199920132024YearValue
$7,888,242Latest year 2024

Participants Over Time

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

56280199920122024YearValue
46Latest 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
2024146$7,888,242$208,063$4,523iApproximate average salary by contribution assumption: employee only about $113,078 at 4% or $75,385 at 6%; with 50% employer match about $75,385 at 4% or $50,257 at 6%; with 100% employer match about $56,539 at 4% or $37,693 at 6%.
E.F. Belk & Son Inc. Profit Sharing Plan-46$7,888,242$208,063$4,523iApproximate average salary by contribution assumption: employee only about $113,078 at 4% or $75,385 at 6%; with 50% employer match about $75,385 at 4% or $50,257 at 6%; with 100% employer match about $56,539 at 4% or $37,693 at 6%.
2023152$7,415,755$615,176$11,830iApproximate average salary by contribution assumption: employee only about $295,758 at 4% or $197,172 at 6%; with 50% employer match about $197,172 at 4% or $131,448 at 6%; with 100% employer match about $147,879 at 4% or $98,586 at 6%.
E.F. Belk & Son Inc. Profit Sharing Plan-52$7,415,755$615,176$11,830iApproximate average salary by contribution assumption: employee only about $295,758 at 4% or $197,172 at 6%; with 50% employer match about $197,172 at 4% or $131,448 at 6%; with 100% employer match about $147,879 at 4% or $98,586 at 6%.
2022151$6,603,921$884,824$17,349iApproximate average salary by contribution assumption: employee only about $433,737 at 4% or $289,158 at 6%; with 50% employer match about $289,158 at 4% or $192,772 at 6%; with 100% employer match about $216,869 at 4% or $144,579 at 6%.
E.F. Belk & Son Inc. Profit Sharing Plan-51$6,603,921$884,824$17,349iApproximate average salary by contribution assumption: employee only about $433,737 at 4% or $289,158 at 6%; with 50% employer match about $289,158 at 4% or $192,772 at 6%; with 100% employer match about $216,869 at 4% or $144,579 at 6%.
2021149$8,025,504$450,000$9,184iApproximate average salary by contribution assumption: employee only about $229,592 at 4% or $153,061 at 6%; with 50% employer match about $153,061 at 4% or $102,041 at 6%; with 100% employer match about $114,796 at 4% or $76,531 at 6%.
E.F. Belk & Son Inc. Profit Sharing Plan-49$8,025,504$450,000$9,184iApproximate average salary by contribution assumption: employee only about $229,592 at 4% or $153,061 at 6%; with 50% employer match about $153,061 at 4% or $102,041 at 6%; with 100% employer match about $114,796 at 4% or $76,531 at 6%.
2020153$7,359,172$527,250$9,948iApproximate average salary by contribution assumption: employee only about $248,703 at 4% or $165,802 at 6%; with 50% employer match about $165,802 at 4% or $110,535 at 6%; with 100% employer match about $124,351 at 4% or $82,901 at 6%.
E.F. Belk & Son Inc. Profit Sharing Plan-53$7,359,172$527,250$9,948iApproximate average salary by contribution assumption: employee only about $248,703 at 4% or $165,802 at 6%; with 50% employer match about $165,802 at 4% or $110,535 at 6%; with 100% employer match about $124,351 at 4% or $82,901 at 6%.
2019152$7,080,878$600,000$11,538iApproximate average salary by contribution assumption: employee only about $288,462 at 4% or $192,308 at 6%; with 50% employer match about $192,308 at 4% or $128,205 at 6%; with 100% employer match about $144,231 at 4% or $96,154 at 6%.
E.F. Belk & Son Inc. Profit Sharing Plan-52$7,080,878$600,000$11,538iApproximate average salary by contribution assumption: employee only about $288,462 at 4% or $192,308 at 6%; with 50% employer match about $192,308 at 4% or $128,205 at 6%; with 100% employer match about $144,231 at 4% or $96,154 at 6%.
2018155$5,675,758$500,000$9,091iApproximate average salary by contribution assumption: employee only about $227,273 at 4% or $151,515 at 6%; with 50% employer match about $151,515 at 4% or $101,010 at 6%; with 100% employer match about $113,636 at 4% or $75,758 at 6%.
E.F. Belk & Son Inc. Profit Sharing Plan-55$5,675,758$500,000$9,091iApproximate average salary by contribution assumption: employee only about $227,273 at 4% or $151,515 at 6%; with 50% employer match about $151,515 at 4% or $101,010 at 6%; with 100% employer match about $113,636 at 4% or $75,758 at 6%.
2017154$5,526,711$400,000$7,407iApproximate average salary by contribution assumption: employee only about $185,185 at 4% or $123,457 at 6%; with 50% employer match about $123,457 at 4% or $82,305 at 6%; with 100% employer match about $92,593 at 4% or $61,728 at 6%.
E.F. Belk & Son Inc. Profit Sharing Plan-54$5,526,711$400,000$7,407iApproximate average salary by contribution assumption: employee only about $185,185 at 4% or $123,457 at 6%; with 50% employer match about $123,457 at 4% or $82,305 at 6%; with 100% employer match about $92,593 at 4% or $61,728 at 6%.
2016152$4,698,341$400,000$7,692iApproximate average salary by contribution assumption: employee only about $192,308 at 4% or $128,205 at 6%; with 50% employer match about $128,205 at 4% or $85,470 at 6%; with 100% employer match about $96,154 at 4% or $64,103 at 6%.
E.F. Belk & Son Inc. Profit Sharing Plan-52$4,698,341$400,000$7,692iApproximate average salary by contribution assumption: employee only about $192,308 at 4% or $128,205 at 6%; with 50% employer match about $128,205 at 4% or $85,470 at 6%; with 100% employer match about $96,154 at 4% or $64,103 at 6%.
2015147$4,214,036$0-
E.F. Belk & Son Inc. Profit Sharing Plan-47$4,214,036$0-
2014148$4,795,410$400,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
E.F. Belk & Son Inc. Profit Sharing Plan-48$4,795,410$400,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
2013146$4,525,756$400,000$8,696iApproximate average salary by contribution assumption: employee only about $217,391 at 4% or $144,928 at 6%; with 50% employer match about $144,928 at 4% or $96,618 at 6%; with 100% employer match about $108,696 at 4% or $72,464 at 6%.
E.F. Belk & Son Inc. Profit Sharing Plan-46$4,525,756$400,000$8,696iApproximate average salary by contribution assumption: employee only about $217,391 at 4% or $144,928 at 6%; with 50% employer match about $144,928 at 4% or $96,618 at 6%; with 100% employer match about $108,696 at 4% or $72,464 at 6%.
2012144$3,800,226$0-
E.F. Belk & Son Inc. Profit Sharing Plan-44$3,800,226--
2011147$3,534,478$0-
E.F. Belk & Son Inc. Profit Sharing Plan-47$3,534,478--
2010154$3,709,219$83,000$1,537iApproximate average salary by contribution assumption: employee only about $38,426 at 4% or $25,617 at 6%; with 50% employer match about $25,617 at 4% or $17,078 at 6%; with 100% employer match about $19,213 at 4% or $12,809 at 6%.
E.F. Belk & Son Inc. Profit Sharing Plan-54$3,709,219$83,000$1,537iApproximate average salary by contribution assumption: employee only about $38,426 at 4% or $25,617 at 6%; with 50% employer match about $25,617 at 4% or $17,078 at 6%; with 100% employer match about $19,213 at 4% or $12,809 at 6%.
2009156$3,373,773$0-
E.F. Belk & Son Inc. Profit Sharing Plan-56$3,373,773--
2008153$0$0-
E.F. Belk & Son Inc. Profit Sharing Plan-53---
2007153$0$0-
E.F. Belk & Son Inc. Profit Sharing Plan-53---
2006147$3,376,475$250,000$5,319iApproximate average salary by contribution assumption: employee only about $132,979 at 4% or $88,652 at 6%; with 50% employer match about $88,652 at 4% or $59,102 at 6%; with 100% employer match about $66,489 at 4% or $44,326 at 6%.
E.F. Belk & Son Inc. Profit Sharing Plan-47$3,376,475$250,000$5,319iApproximate average salary by contribution assumption: employee only about $132,979 at 4% or $88,652 at 6%; with 50% employer match about $88,652 at 4% or $59,102 at 6%; with 100% employer match about $66,489 at 4% or $44,326 at 6%.
2005147$2,923,194$110,000$2,340iApproximate average salary by contribution assumption: employee only about $58,511 at 4% or $39,007 at 6%; with 50% employer match about $39,007 at 4% or $26,005 at 6%; with 100% employer match about $29,255 at 4% or $19,504 at 6%.
E.F. Belk & Son Inc. Profit Sharing Plan-47$2,923,194$110,000$2,340iApproximate average salary by contribution assumption: employee only about $58,511 at 4% or $39,007 at 6%; with 50% employer match about $39,007 at 4% or $26,005 at 6%; with 100% employer match about $29,255 at 4% or $19,504 at 6%.
2004142$2,623,144$100,000$2,381iApproximate average salary by contribution assumption: employee only about $59,524 at 4% or $39,683 at 6%; with 50% employer match about $39,683 at 4% or $26,455 at 6%; with 100% employer match about $29,762 at 4% or $19,841 at 6%.
E.F. Belk & Son Inc. Profit Sharing Plan-42$2,623,144$100,000$2,381iApproximate average salary by contribution assumption: employee only about $59,524 at 4% or $39,683 at 6%; with 50% employer match about $39,683 at 4% or $26,455 at 6%; with 100% employer match about $29,762 at 4% or $19,841 at 6%.
2003142$2,408,794$103,949$2,475iApproximate average salary by contribution assumption: employee only about $61,874 at 4% or $41,250 at 6%; with 50% employer match about $41,250 at 4% or $27,500 at 6%; with 100% employer match about $30,937 at 4% or $20,625 at 6%.
E.F. Belk & Son Inc. Profit Sharing Plan-42$2,408,794$103,949$2,475iApproximate average salary by contribution assumption: employee only about $61,874 at 4% or $41,250 at 6%; with 50% employer match about $41,250 at 4% or $27,500 at 6%; with 100% employer match about $30,937 at 4% or $20,625 at 6%.
2002137$1,938,357$75,000$2,027iApproximate average salary by contribution assumption: employee only about $50,676 at 4% or $33,784 at 6%; with 50% employer match about $33,784 at 4% or $22,523 at 6%; with 100% employer match about $25,338 at 4% or $16,892 at 6%.
E.F. Belk & Son Inc. Profit Sharing Plan-37$1,938,357$75,000$2,027iApproximate average salary by contribution assumption: employee only about $50,676 at 4% or $33,784 at 6%; with 50% employer match about $33,784 at 4% or $22,523 at 6%; with 100% employer match about $25,338 at 4% or $16,892 at 6%.
200110$0$0-
E.F. Belk & Son Inc. Profit Sharing Plan-0---
2000140$2,901,009$200,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
E.F. Belk & Son Inc. Profit Sharing Plan-40$2,901,009$200,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
1999140$3,036,163$150,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
E.F. Belk & Son Inc. Profit Sharing Plan-40$3,036,163$150,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.