Horack, Talley, Pharr & Lowndes, Pa
Plan context: Horack, Talley, Pharr & Lowndes, P.A. Profit Sharing Plan
EIN 56-1149488 • Charlotte, NC • 22 filings • 4 plans
Current Snapshot
Latest Year
2019
2019 Participants
3
2019 Assets
$51,191
2019 Contributions
$401,347
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 |
|---|---|---|---|---|---|
| 2019 | 2 | 3 | $51,191 | $401,347 | $133,782iApproximate average salary by contribution assumption: employee only about $3,344,558 at 4% or $2,229,706 at 6%; with 50% employer match about $2,229,706 at 4% or $1,486,470 at 6%; with 100% employer match about $1,672,279 at 4% or $1,114,853 at 6%. |
| Horack, Talley, Pharr & Lowndes, P.A. Profit Sharing Plan | - | 3 | $51,191 | $401,347 | $133,782iApproximate average salary by contribution assumption: employee only about $3,344,558 at 4% or $2,229,706 at 6%; with 50% employer match about $2,229,706 at 4% or $1,486,470 at 6%; with 100% employer match about $1,672,279 at 4% or $1,114,853 at 6%. |
| Horack, Talley, Pharr & Lowndes, P.A. Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2018 | 1 | 94 | $21,620,622 | $1,045,933 | $11,127iApproximate average salary by contribution assumption: employee only about $278,174 at 4% or $185,449 at 6%; with 50% employer match about $185,449 at 4% or $123,633 at 6%; with 100% employer match about $139,087 at 4% or $92,725 at 6%. |
| Horack, Talley, Pharr & Lowndes, P.A. Profit Sharing Plan | - | 94 | $21,620,622 | $1,045,933 | $11,127iApproximate average salary by contribution assumption: employee only about $278,174 at 4% or $185,449 at 6%; with 50% employer match about $185,449 at 4% or $123,633 at 6%; with 100% employer match about $139,087 at 4% or $92,725 at 6%. |
| 2017 | 1 | 99 | $23,264,869 | $1,060,735 | $10,714iApproximate average salary by contribution assumption: employee only about $267,862 at 4% or $178,575 at 6%; with 50% employer match about $178,575 at 4% or $119,050 at 6%; with 100% employer match about $133,931 at 4% or $89,287 at 6%. |
| Horack, Talley, Pharr & Lowndes, P.A. Profit Sharing Plan | - | 99 | $23,264,869 | $1,060,735 | $10,714iApproximate average salary by contribution assumption: employee only about $267,862 at 4% or $178,575 at 6%; with 50% employer match about $178,575 at 4% or $119,050 at 6%; with 100% employer match about $133,931 at 4% or $89,287 at 6%. |
| 2016 | 1 | 101 | $19,755,431 | $1,242,743 | $12,304iApproximate average salary by contribution assumption: employee only about $307,610 at 4% or $205,073 at 6%; with 50% employer match about $205,073 at 4% or $136,715 at 6%; with 100% employer match about $153,805 at 4% or $102,537 at 6%. |
| Horack, Talley, Pharr & Lowndes, P.A. Profit Sharing Plan | - | 101 | $19,755,431 | $1,242,743 | $12,304iApproximate average salary by contribution assumption: employee only about $307,610 at 4% or $205,073 at 6%; with 50% employer match about $205,073 at 4% or $136,715 at 6%; with 100% employer match about $153,805 at 4% or $102,537 at 6%. |
| 2015 | 1 | 98 | $18,186,658 | $951,175 | $9,706iApproximate average salary by contribution assumption: employee only about $242,647 at 4% or $161,764 at 6%; with 50% employer match about $161,764 at 4% or $107,843 at 6%; with 100% employer match about $121,323 at 4% or $80,882 at 6%. |
| Horack, Talley, Pharr & Lowndes, P.A. Profit Sharing Plan | - | 98 | $18,186,658 | $951,175 | $9,706iApproximate average salary by contribution assumption: employee only about $242,647 at 4% or $161,764 at 6%; with 50% employer match about $161,764 at 4% or $107,843 at 6%; with 100% employer match about $121,323 at 4% or $80,882 at 6%. |
| 2014 | 1 | 99 | $19,434,497 | $935,968 | $9,454iApproximate average salary by contribution assumption: employee only about $236,356 at 4% or $157,570 at 6%; with 50% employer match about $157,570 at 4% or $105,047 at 6%; with 100% employer match about $118,178 at 4% or $78,785 at 6%. |
| Horack, Talley, Pharr & Lowndes, P.A. Profit Sharing Plan | - | 99 | $19,434,497 | $935,968 | $9,454iApproximate average salary by contribution assumption: employee only about $236,356 at 4% or $157,570 at 6%; with 50% employer match about $157,570 at 4% or $105,047 at 6%; with 100% employer match about $118,178 at 4% or $78,785 at 6%. |
| 2013 | 1 | 96 | $17,824,731 | $885,147 | $9,220iApproximate average salary by contribution assumption: employee only about $230,507 at 4% or $153,671 at 6%; with 50% employer match about $153,671 at 4% or $102,448 at 6%; with 100% employer match about $115,254 at 4% or $76,836 at 6%. |
| Horack, Talley, Pharr & Lowndes, P.A. Profit Sharing Plan | - | 96 | $17,824,731 | $885,147 | $9,220iApproximate average salary by contribution assumption: employee only about $230,507 at 4% or $153,671 at 6%; with 50% employer match about $153,671 at 4% or $102,448 at 6%; with 100% employer match about $115,254 at 4% or $76,836 at 6%. |
| 2012 | 1 | 108 | $16,837,099 | $940,768 | $8,711iApproximate average salary by contribution assumption: employee only about $217,770 at 4% or $145,180 at 6%; with 50% employer match about $145,180 at 4% or $96,787 at 6%; with 100% employer match about $108,885 at 4% or $72,590 at 6%. |
| Horack, Talley, Pharr & Lowndes, P.A. Profit Sharing Plan | - | 108 | $16,837,099 | $940,768 | $8,711iApproximate average salary by contribution assumption: employee only about $217,770 at 4% or $145,180 at 6%; with 50% employer match about $145,180 at 4% or $96,787 at 6%; with 100% employer match about $108,885 at 4% or $72,590 at 6%. |
| 2011 | 1 | 111 | $15,481,076 | $1,049,780 | $9,457iApproximate average salary by contribution assumption: employee only about $236,437 at 4% or $157,625 at 6%; with 50% employer match about $157,625 at 4% or $105,083 at 6%; with 100% employer match about $118,218 at 4% or $78,812 at 6%. |
| Horack, Talley, Pharr & Lowndes, P.A. Profit Sharing Plan | - | 111 | $15,481,076 | $1,049,780 | $9,457iApproximate average salary by contribution assumption: employee only about $236,437 at 4% or $157,625 at 6%; with 50% employer match about $157,625 at 4% or $105,083 at 6%; with 100% employer match about $118,218 at 4% or $78,812 at 6%. |
| 2010 | 1 | 113 | $15,802,620 | $1,150,414 | $10,181iApproximate average salary by contribution assumption: employee only about $254,516 at 4% or $169,678 at 6%; with 50% employer match about $169,678 at 4% or $113,118 at 6%; with 100% employer match about $127,258 at 4% or $84,839 at 6%. |
| Horack, Talley, Pharr & Lowndes, P.A. Profit Sharing Plan | - | 113 | $15,802,620 | $1,150,414 | $10,181iApproximate average salary by contribution assumption: employee only about $254,516 at 4% or $169,678 at 6%; with 50% employer match about $169,678 at 4% or $113,118 at 6%; with 100% employer match about $127,258 at 4% or $84,839 at 6%. |
| 2009 | 1 | 114 | $13,225,199 | $1,223,698 | $10,734iApproximate average salary by contribution assumption: employee only about $268,355 at 4% or $178,903 at 6%; with 50% employer match about $178,903 at 4% or $119,269 at 6%; with 100% employer match about $134,177 at 4% or $89,452 at 6%. |
| Horack, Talley, Pharr & Lowndes, P.A. Profit Sharing Plan | - | 114 | $13,225,199 | $1,223,698 | $10,734iApproximate average salary by contribution assumption: employee only about $268,355 at 4% or $178,903 at 6%; with 50% employer match about $178,903 at 4% or $119,269 at 6%; with 100% employer match about $134,177 at 4% or $89,452 at 6%. |
| 2008 | 1 | 98 | $9,560,840 | $997,551 | $10,179iApproximate average salary by contribution assumption: employee only about $254,477 at 4% or $169,652 at 6%; with 50% employer match about $169,652 at 4% or $113,101 at 6%; with 100% employer match about $127,239 at 4% or $84,826 at 6%. |
| Horack, Talley, Pharr & Lowndes, P.A. Profit Sharing Plan | - | 98 | $9,560,840 | $997,551 | $10,179iApproximate average salary by contribution assumption: employee only about $254,477 at 4% or $169,652 at 6%; with 50% employer match about $169,652 at 4% or $113,101 at 6%; with 100% employer match about $127,239 at 4% or $84,826 at 6%. |
| 2007 | 1 | 92 | $0 | $0 | - |
| Horack, Talley, Pharr & Lowndes, P.A. Profit Sharing Plan | - | 92 | - | - | - |
| 2006 | 1 | 84 | $10,877,466 | $958,276 | $11,408iApproximate average salary by contribution assumption: employee only about $285,201 at 4% or $190,134 at 6%; with 50% employer match about $190,134 at 4% or $126,756 at 6%; with 100% employer match about $142,601 at 4% or $95,067 at 6%. |
| Horack, Talley, Pharr & Lowndes, P.A. Profit Sharing Plan | - | 84 | $10,877,466 | $958,276 | $11,408iApproximate average salary by contribution assumption: employee only about $285,201 at 4% or $190,134 at 6%; with 50% employer match about $190,134 at 4% or $126,756 at 6%; with 100% employer match about $142,601 at 4% or $95,067 at 6%. |
| 2005 | 1 | 86 | $8,813,820 | $841,975 | $9,790iApproximate average salary by contribution assumption: employee only about $244,760 at 4% or $163,173 at 6%; with 50% employer match about $163,173 at 4% or $108,782 at 6%; with 100% employer match about $122,380 at 4% or $81,587 at 6%. |
| Horack, Talley, Pharr & Lowndes, P.A. Profit Sharing Plan | - | 86 | $8,813,820 | $841,975 | $9,790iApproximate average salary by contribution assumption: employee only about $244,760 at 4% or $163,173 at 6%; with 50% employer match about $163,173 at 4% or $108,782 at 6%; with 100% employer match about $122,380 at 4% or $81,587 at 6%. |
| 2004 | 1 | 77 | $0 | $0 | - |
| Horack, Talley, Pharr & Lowndes, P.A. Profit Sharing Plan | - | 77 | - | - | - |
| 2003 | 1 | 64 | $6,927,043 | $608,305 | $9,505iApproximate average salary by contribution assumption: employee only about $237,619 at 4% or $158,413 at 6%; with 50% employer match about $158,413 at 4% or $105,609 at 6%; with 100% employer match about $118,810 at 4% or $79,206 at 6%. |
| Horack, Talley, Pharr & Lowndes, P.A. Profit Sharing Plan | - | 64 | $6,927,043 | $608,305 | $9,505iApproximate average salary by contribution assumption: employee only about $237,619 at 4% or $158,413 at 6%; with 50% employer match about $158,413 at 4% or $105,609 at 6%; with 100% employer match about $118,810 at 4% or $79,206 at 6%. |
| 2002 | 1 | 61 | $5,112,979 | $508,392 | $8,334iApproximate average salary by contribution assumption: employee only about $208,357 at 4% or $138,905 at 6%; with 50% employer match about $138,905 at 4% or $92,603 at 6%; with 100% employer match about $104,179 at 4% or $69,452 at 6%. |
| Horack, Talley, Pharr & Lowndes, P.A. Profit Sharing Plan | - | 61 | $5,112,979 | $508,392 | $8,334iApproximate average salary by contribution assumption: employee only about $208,357 at 4% or $138,905 at 6%; with 50% employer match about $138,905 at 4% or $92,603 at 6%; with 100% employer match about $104,179 at 4% or $69,452 at 6%. |
| 2001 | 1 | 50 | $0 | $0 | - |
| Horack, Talley, Pharr & Lowndes, P.A. Profit Sharing Plan | - | 50 | - | - | - |
| 2000 | 1 | 34 | $6,285,021 | $478,242 | $14,066iApproximate average salary by contribution assumption: employee only about $351,649 at 4% or $234,432 at 6%; with 50% employer match about $234,432 at 4% or $156,288 at 6%; with 100% employer match about $175,824 at 4% or $117,216 at 6%. |
| Horack, Talley, Pharr & Lowndes, P.A. Profit Sharing Plan | - | 34 | $6,285,021 | $478,242 | $14,066iApproximate average salary by contribution assumption: employee only about $351,649 at 4% or $234,432 at 6%; with 50% employer match about $234,432 at 4% or $156,288 at 6%; with 100% employer match about $175,824 at 4% or $117,216 at 6%. |
| 1999 | 1 | 49 | $6,368,166 | $530,935 | $10,835iApproximate average salary by contribution assumption: employee only about $270,885 at 4% or $180,590 at 6%; with 50% employer match about $180,590 at 4% or $120,393 at 6%; with 100% employer match about $135,443 at 4% or $90,295 at 6%. |
| Horack, Talley, Pharr & Lowndes, P.A. Profit Sharing Plan | - | 49 | $6,368,166 | $530,935 | $10,835iApproximate average salary by contribution assumption: employee only about $270,885 at 4% or $180,590 at 6%; with 50% employer match about $180,590 at 4% or $120,393 at 6%; with 100% employer match about $135,443 at 4% or $90,295 at 6%. |