Civic Intelligence

Southeast Institute

Plan context: Southeast Institute Pension Trust

EIN 56-1047471 • Chapel Hill, NC • 25 filings • 1 plans

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659 Edwards Ridge RoadChapel Hill, NC 27517
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,790,195

2024 Contributions

$20,000

Historical Graphs

Total Assets Over Time

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

$2,790,195$1,395,098$0199920142024YearValue
$2,790,195Latest year 2024

Participants Over Time

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

320199920122024YearValue
3Latest 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
202413$2,790,195$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Southeast Institute Pension Trust-3$2,790,195$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
202313$2,463,448$19,180$6,393iApproximate average salary by contribution assumption: employee only about $159,833 at 4% or $106,556 at 6%; with 50% employer match about $106,556 at 4% or $71,037 at 6%; with 100% employer match about $79,917 at 4% or $53,278 at 6%.
Southeast Institute Pension Trust-3$2,463,448$19,180$6,393iApproximate average salary by contribution assumption: employee only about $159,833 at 4% or $106,556 at 6%; with 50% employer match about $106,556 at 4% or $71,037 at 6%; with 100% employer match about $79,917 at 4% or $53,278 at 6%.
202213$2,135,943$9,008$3,003iApproximate average salary by contribution assumption: employee only about $75,067 at 4% or $50,044 at 6%; with 50% employer match about $50,044 at 4% or $33,363 at 6%; with 100% employer match about $37,533 at 4% or $25,022 at 6%.
Southeast Institute Pension Trust-3$2,135,943$9,008$3,003iApproximate average salary by contribution assumption: employee only about $75,067 at 4% or $50,044 at 6%; with 50% employer match about $50,044 at 4% or $33,363 at 6%; with 100% employer match about $37,533 at 4% or $25,022 at 6%.
202113$2,600,794$21,122$7,041iApproximate average salary by contribution assumption: employee only about $176,017 at 4% or $117,344 at 6%; with 50% employer match about $117,344 at 4% or $78,230 at 6%; with 100% employer match about $88,008 at 4% or $58,672 at 6%.
Southeast Institute Pension Trust-3$2,600,794$21,122$7,041iApproximate average salary by contribution assumption: employee only about $176,017 at 4% or $117,344 at 6%; with 50% employer match about $117,344 at 4% or $78,230 at 6%; with 100% employer match about $88,008 at 4% or $58,672 at 6%.
202013$2,414,107$21,560$7,187iApproximate average salary by contribution assumption: employee only about $179,667 at 4% or $119,778 at 6%; with 50% employer match about $119,778 at 4% or $79,852 at 6%; with 100% employer match about $89,833 at 4% or $59,889 at 6%.
Southeast Institute Pension Trust-3$2,414,107$21,560$7,187iApproximate average salary by contribution assumption: employee only about $179,667 at 4% or $119,778 at 6%; with 50% employer match about $119,778 at 4% or $79,852 at 6%; with 100% employer match about $89,833 at 4% or $59,889 at 6%.
201913$2,033,579$20,160$6,720iApproximate average salary by contribution assumption: employee only about $168,000 at 4% or $112,000 at 6%; with 50% employer match about $112,000 at 4% or $74,667 at 6%; with 100% employer match about $84,000 at 4% or $56,000 at 6%.
Southeast Institute Pension Trust-3$2,033,579$20,160$6,720iApproximate average salary by contribution assumption: employee only about $168,000 at 4% or $112,000 at 6%; with 50% employer match about $112,000 at 4% or $74,667 at 6%; with 100% employer match about $84,000 at 4% or $56,000 at 6%.
201813$1,697,106$21,210$7,070iApproximate average salary by contribution assumption: employee only about $176,750 at 4% or $117,833 at 6%; with 50% employer match about $117,833 at 4% or $78,556 at 6%; with 100% employer match about $88,375 at 4% or $58,917 at 6%.
Southeast Institute Pension Trust-3$1,697,106$21,210$7,070iApproximate average salary by contribution assumption: employee only about $176,750 at 4% or $117,833 at 6%; with 50% employer match about $117,833 at 4% or $78,556 at 6%; with 100% employer match about $88,375 at 4% or $58,917 at 6%.
201713$1,767,081$22,184$7,395iApproximate average salary by contribution assumption: employee only about $184,867 at 4% or $123,244 at 6%; with 50% employer match about $123,244 at 4% or $82,163 at 6%; with 100% employer match about $92,433 at 4% or $61,622 at 6%.
Southeast Institute Pension Trust-3$1,767,081$22,184$7,395iApproximate average salary by contribution assumption: employee only about $184,867 at 4% or $123,244 at 6%; with 50% employer match about $123,244 at 4% or $82,163 at 6%; with 100% employer match about $92,433 at 4% or $61,622 at 6%.
201613$1,558,224$27,056$9,019iApproximate average salary by contribution assumption: employee only about $225,467 at 4% or $150,311 at 6%; with 50% employer match about $150,311 at 4% or $100,207 at 6%; with 100% employer match about $112,733 at 4% or $75,156 at 6%.
Southeast Institute Pension Trust-3$1,558,224$27,056$9,019iApproximate average salary by contribution assumption: employee only about $225,467 at 4% or $150,311 at 6%; with 50% employer match about $150,311 at 4% or $100,207 at 6%; with 100% employer match about $112,733 at 4% or $75,156 at 6%.
201513$1,404,342$26,656$8,885iApproximate average salary by contribution assumption: employee only about $222,133 at 4% or $148,089 at 6%; with 50% employer match about $148,089 at 4% or $98,726 at 6%; with 100% employer match about $111,067 at 4% or $74,044 at 6%.
Southeast Institute Pension Trust-3$1,404,342$26,656$8,885iApproximate average salary by contribution assumption: employee only about $222,133 at 4% or $148,089 at 6%; with 50% employer match about $148,089 at 4% or $98,726 at 6%; with 100% employer match about $111,067 at 4% or $74,044 at 6%.
201413$1,397,849$24,656$8,219iApproximate average salary by contribution assumption: employee only about $205,467 at 4% or $136,978 at 6%; with 50% employer match about $136,978 at 4% or $91,319 at 6%; with 100% employer match about $102,733 at 4% or $68,489 at 6%.
Southeast Institute Pension Trust-3$1,397,849$24,656$8,219iApproximate average salary by contribution assumption: employee only about $205,467 at 4% or $136,978 at 6%; with 50% employer match about $136,978 at 4% or $91,319 at 6%; with 100% employer match about $102,733 at 4% or $68,489 at 6%.
201313$1,264,684$26,356$8,785iApproximate average salary by contribution assumption: employee only about $219,633 at 4% or $146,422 at 6%; with 50% employer match about $146,422 at 4% or $97,615 at 6%; with 100% employer match about $109,817 at 4% or $73,211 at 6%.
Southeast Institute Pension Trust-3$1,264,684$26,356$8,785iApproximate average salary by contribution assumption: employee only about $219,633 at 4% or $146,422 at 6%; with 50% employer match about $146,422 at 4% or $97,615 at 6%; with 100% employer match about $109,817 at 4% or $73,211 at 6%.
201213$1,022,178$15,170$5,057iApproximate average salary by contribution assumption: employee only about $126,417 at 4% or $84,278 at 6%; with 50% employer match about $84,278 at 4% or $56,185 at 6%; with 100% employer match about $63,208 at 4% or $42,139 at 6%.
Southeast Institute Pension Trust-3$1,022,178$15,170$5,057iApproximate average salary by contribution assumption: employee only about $126,417 at 4% or $84,278 at 6%; with 50% employer match about $84,278 at 4% or $56,185 at 6%; with 100% employer match about $63,208 at 4% or $42,139 at 6%.
201113$874,505$14,303$4,768iApproximate average salary by contribution assumption: employee only about $119,192 at 4% or $79,461 at 6%; with 50% employer match about $79,461 at 4% or $52,974 at 6%; with 100% employer match about $59,596 at 4% or $39,731 at 6%.
Southeast Institute Pension Trust-3$874,505$14,303$4,768iApproximate average salary by contribution assumption: employee only about $119,192 at 4% or $79,461 at 6%; with 50% employer match about $79,461 at 4% or $52,974 at 6%; with 100% employer match about $59,596 at 4% or $39,731 at 6%.
201013$879,435$14,161$4,720iApproximate average salary by contribution assumption: employee only about $118,008 at 4% or $78,672 at 6%; with 50% employer match about $78,672 at 4% or $52,448 at 6%; with 100% employer match about $59,004 at 4% or $39,336 at 6%.
Southeast Institute Pension Trust-3$879,435$14,161$4,720iApproximate average salary by contribution assumption: employee only about $118,008 at 4% or $78,672 at 6%; with 50% employer match about $78,672 at 4% or $52,448 at 6%; with 100% employer match about $59,004 at 4% or $39,336 at 6%.
200913$766,987$10,270$3,423iApproximate average salary by contribution assumption: employee only about $85,583 at 4% or $57,056 at 6%; with 50% employer match about $57,056 at 4% or $38,037 at 6%; with 100% employer match about $42,792 at 4% or $28,528 at 6%.
Southeast Institute Pension Trust-3$766,987$10,270$3,423iApproximate average salary by contribution assumption: employee only about $85,583 at 4% or $57,056 at 6%; with 50% employer match about $57,056 at 4% or $38,037 at 6%; with 100% employer match about $42,792 at 4% or $28,528 at 6%.
200813$657,814$10,320$3,440iApproximate average salary by contribution assumption: employee only about $86,000 at 4% or $57,333 at 6%; with 50% employer match about $57,333 at 4% or $38,222 at 6%; with 100% employer match about $43,000 at 4% or $28,667 at 6%.
Southeast Institute Pension Trust-3$657,814$10,320$3,440iApproximate average salary by contribution assumption: employee only about $86,000 at 4% or $57,333 at 6%; with 50% employer match about $57,333 at 4% or $38,222 at 6%; with 100% employer match about $43,000 at 4% or $28,667 at 6%.
200713$0$0-
Southeast Institute Pension Trust-3---
200613$705,220$11,962$3,987iApproximate average salary by contribution assumption: employee only about $99,683 at 4% or $66,456 at 6%; with 50% employer match about $66,456 at 4% or $44,304 at 6%; with 100% employer match about $49,842 at 4% or $33,228 at 6%.
Southeast Institute Pension Trust-3$705,220$11,962$3,987iApproximate average salary by contribution assumption: employee only about $99,683 at 4% or $66,456 at 6%; with 50% employer match about $66,456 at 4% or $44,304 at 6%; with 100% employer match about $49,842 at 4% or $33,228 at 6%.
200513$628,845$11,712$3,904iApproximate average salary by contribution assumption: employee only about $97,600 at 4% or $65,067 at 6%; with 50% employer match about $65,067 at 4% or $43,378 at 6%; with 100% employer match about $48,800 at 4% or $32,533 at 6%.
Southeast Institute Pension Trust-3$628,845$11,712$3,904iApproximate average salary by contribution assumption: employee only about $97,600 at 4% or $65,067 at 6%; with 50% employer match about $65,067 at 4% or $43,378 at 6%; with 100% employer match about $48,800 at 4% or $32,533 at 6%.
200412$574,613$9,880$4,940iApproximate average salary by contribution assumption: employee only about $123,500 at 4% or $82,333 at 6%; with 50% employer match about $82,333 at 4% or $54,889 at 6%; with 100% employer match about $61,750 at 4% or $41,167 at 6%.
Southeast Institute Pension Trust-2$574,613$9,880$4,940iApproximate average salary by contribution assumption: employee only about $123,500 at 4% or $82,333 at 6%; with 50% employer match about $82,333 at 4% or $54,889 at 6%; with 100% employer match about $61,750 at 4% or $41,167 at 6%.
200312$0$0-
Southeast Institute Pension Trust-2---
200213$378,340$10,894$3,631iApproximate average salary by contribution assumption: employee only about $90,783 at 4% or $60,522 at 6%; with 50% employer match about $60,522 at 4% or $40,348 at 6%; with 100% employer match about $45,392 at 4% or $30,261 at 6%.
Southeast Institute Pension Trust-3$378,340$10,894$3,631iApproximate average salary by contribution assumption: employee only about $90,783 at 4% or $60,522 at 6%; with 50% employer match about $60,522 at 4% or $40,348 at 6%; with 100% employer match about $45,392 at 4% or $30,261 at 6%.
200113$0$0-
Southeast Institute Pension Trust-3---
199913$562,612$10,247$3,416iApproximate average salary by contribution assumption: employee only about $85,392 at 4% or $56,928 at 6%; with 50% employer match about $56,928 at 4% or $37,952 at 6%; with 100% employer match about $42,696 at 4% or $28,464 at 6%.
Southeast Institute Pension Trust-3$562,612$10,247$3,416iApproximate average salary by contribution assumption: employee only about $85,392 at 4% or $56,928 at 6%; with 50% employer match about $56,928 at 4% or $37,952 at 6%; with 100% employer match about $42,696 at 4% or $28,464 at 6%.