Civic Intelligence

W. B. & Associates Inc

Plan context: WB & ASSOCIATES, INC. 401(K) PLAN

EIN 56-1208191 • Charlotte, NC • 17 filings • 9 plans

255 Clanton Rd.Charlotte, NC 28217
Current Snapshot

Latest Year

2014

2014 Participants

7

2014 Assets

$1,094,654

2014 Contributions

$65,796

Historical Graphs

Total Assets Over Time

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

$2,559,389$1,279,695$0200020092013YearValue
$1,094,654Latest year 2013

Participants Over Time

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

740200020072013YearValue
7Latest year 2013

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
201410$0$65,796-
WB & ASSOCIATES, INC. 401(K) PLAN-0$0$65,796-
201317$1,094,654$87,969$12,567iApproximate average salary by contribution assumption: employee only about $314,175 at 4% or $209,450 at 6%; with 50% employer match about $209,450 at 4% or $139,633 at 6%; with 100% employer match about $157,088 at 4% or $104,725 at 6%.
WB & ASSOCIATES, INC. 401(K) PLAN-7$1,094,654$87,969$12,567iApproximate average salary by contribution assumption: employee only about $314,175 at 4% or $209,450 at 6%; with 50% employer match about $209,450 at 4% or $139,633 at 6%; with 100% employer match about $157,088 at 4% or $104,725 at 6%.
201217$822,048$82,350$11,764iApproximate average salary by contribution assumption: employee only about $294,107 at 4% or $196,071 at 6%; with 50% employer match about $196,071 at 4% or $130,714 at 6%; with 100% employer match about $147,054 at 4% or $98,036 at 6%.
WB & ASSOCIATES, INC. 401(K) PLAN-7$822,048$82,350$11,764iApproximate average salary by contribution assumption: employee only about $294,107 at 4% or $196,071 at 6%; with 50% employer match about $196,071 at 4% or $130,714 at 6%; with 100% employer match about $147,054 at 4% or $98,036 at 6%.
201117$1,377,888$114,975$16,425iApproximate average salary by contribution assumption: employee only about $410,625 at 4% or $273,750 at 6%; with 50% employer match about $273,750 at 4% or $182,500 at 6%; with 100% employer match about $205,313 at 4% or $136,875 at 6%.
WB & ASSOCIATES, INC. 401K PLAN-7$1,377,888$114,975$16,425iApproximate average salary by contribution assumption: employee only about $410,625 at 4% or $273,750 at 6%; with 50% employer match about $273,750 at 4% or $182,500 at 6%; with 100% employer match about $205,313 at 4% or $136,875 at 6%.
201017$1,374,518$124,776$17,825iApproximate average salary by contribution assumption: employee only about $445,629 at 4% or $297,086 at 6%; with 50% employer match about $297,086 at 4% or $198,057 at 6%; with 100% employer match about $222,814 at 4% or $148,543 at 6%.
W. B. & Associates Inc. Profit Sharing Plan-7$1,374,518$124,776$17,825iApproximate average salary by contribution assumption: employee only about $445,629 at 4% or $297,086 at 6%; with 50% employer match about $297,086 at 4% or $198,057 at 6%; with 100% employer match about $222,814 at 4% or $148,543 at 6%.
200927$2,559,389$151,620$21,660iApproximate average salary by contribution assumption: employee only about $541,500 at 4% or $361,000 at 6%; with 50% employer match about $361,000 at 4% or $240,667 at 6%; with 100% employer match about $270,750 at 4% or $180,500 at 6%.
W. B. & Associates Inc. Profit Sharing Plan-7$1,324,083$63,674$9,096iApproximate average salary by contribution assumption: employee only about $227,407 at 4% or $151,605 at 6%; with 50% employer match about $151,605 at 4% or $101,070 at 6%; with 100% employer match about $113,704 at 4% or $75,802 at 6%.
W. B. & Associates Inc. Profit Sharing Plan-7$1,235,306$87,946$12,564iApproximate average salary by contribution assumption: employee only about $314,093 at 4% or $209,395 at 6%; with 50% employer match about $209,395 at 4% or $139,597 at 6%; with 100% employer match about $157,046 at 4% or $104,698 at 6%.
200716$0$0-
W. B. & Associates Inc. Profit Sharing Plan-6---
200616$1,043,943$117,448$19,575iApproximate average salary by contribution assumption: employee only about $489,367 at 4% or $326,244 at 6%; with 50% employer match about $326,244 at 4% or $217,496 at 6%; with 100% employer match about $244,683 at 4% or $163,122 at 6%.
W. B. & Associates Inc. Profit Sharing Plan-6$1,043,943$117,448$19,575iApproximate average salary by contribution assumption: employee only about $489,367 at 4% or $326,244 at 6%; with 50% employer match about $326,244 at 4% or $217,496 at 6%; with 100% employer match about $244,683 at 4% or $163,122 at 6%.
200514$814,291$109,709$27,427iApproximate average salary by contribution assumption: employee only about $685,681 at 4% or $457,121 at 6%; with 50% employer match about $457,121 at 4% or $304,747 at 6%; with 100% employer match about $342,841 at 4% or $228,560 at 6%.
W. B. & Associates Inc. Profit Sharing Plan-4$814,291$109,709$27,427iApproximate average salary by contribution assumption: employee only about $685,681 at 4% or $457,121 at 6%; with 50% employer match about $457,121 at 4% or $304,747 at 6%; with 100% employer match about $342,841 at 4% or $228,560 at 6%.
200414$625,049$111,152$27,788iApproximate average salary by contribution assumption: employee only about $694,700 at 4% or $463,133 at 6%; with 50% employer match about $463,133 at 4% or $308,756 at 6%; with 100% employer match about $347,350 at 4% or $231,567 at 6%.
W. B. & Associates Inc. Profit Sharing Plan-4$625,049$111,152$27,788iApproximate average salary by contribution assumption: employee only about $694,700 at 4% or $463,133 at 6%; with 50% employer match about $463,133 at 4% or $308,756 at 6%; with 100% employer match about $347,350 at 4% or $231,567 at 6%.
200310$0$0-
W. B. & Associates Inc. Profit Sharing Plan-0---
200225$0$0-
W. B. & Associates Inc. Profit Sharing Plan-4---
W. B. & Associates Inc. Profit Sharing Plan-5---
200115$0$0-
W. B. & Associates Inc. Profit Sharing Plan-5---
200025$214,744$41,468$8,294iApproximate average salary by contribution assumption: employee only about $207,340 at 4% or $138,227 at 6%; with 50% employer match about $138,227 at 4% or $92,151 at 6%; with 100% employer match about $103,670 at 4% or $69,113 at 6%.
W. B. & Associates Inc. Profit Sharing Plan-5$214,744$41,468$8,294iApproximate average salary by contribution assumption: employee only about $207,340 at 4% or $138,227 at 6%; with 50% employer match about $138,227 at 4% or $92,151 at 6%; with 100% employer match about $103,670 at 4% or $69,113 at 6%.
W. B. & Associates Inc. Profit Sharing Plan-5---