Civic Intelligence

Business & Estate Analysis Inc.

Plan context: Business & Estate Analysis Inc. 401(K) Plan

EIN 56-1296573 • Raleigh, NC • 14 filings • 1 plans

1201 Edwards Mill Road2nd FloorRaleigh, NC 27607
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$2,947,524

2024 Contributions

$365,263

Historical Graphs

Total Assets Over Time

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

$2,947,524$1,473,762$0201120182024YearValue
$2,947,524Latest year 2024

Participants Over Time

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

22110201120182024YearValue
22Latest 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
2024122$2,947,524$365,263$16,603iApproximate average salary by contribution assumption: employee only about $415,072 at 4% or $276,714 at 6%; with 50% employer match about $276,714 at 4% or $184,476 at 6%; with 100% employer match about $207,536 at 4% or $138,357 at 6%.
Business & Estate Analysis Inc. 401(K) Plan-22$2,947,524$365,263$16,603iApproximate average salary by contribution assumption: employee only about $415,072 at 4% or $276,714 at 6%; with 50% employer match about $276,714 at 4% or $184,476 at 6%; with 100% employer match about $207,536 at 4% or $138,357 at 6%.
2023110$2,243,981$334,178$33,418iApproximate average salary by contribution assumption: employee only about $835,445 at 4% or $556,963 at 6%; with 50% employer match about $556,963 at 4% or $371,309 at 6%; with 100% employer match about $417,723 at 4% or $278,482 at 6%.
Business & Estate Analysis Inc. 401(K) Plan-10$2,243,981$334,178$33,418iApproximate average salary by contribution assumption: employee only about $835,445 at 4% or $556,963 at 6%; with 50% employer match about $556,963 at 4% or $371,309 at 6%; with 100% employer match about $417,723 at 4% or $278,482 at 6%.
2022112$1,620,651$382,548$31,879iApproximate average salary by contribution assumption: employee only about $796,975 at 4% or $531,317 at 6%; with 50% employer match about $531,317 at 4% or $354,211 at 6%; with 100% employer match about $398,488 at 4% or $265,658 at 6%.
Business & Estate Analysis Inc. 401(K) Plan-12$1,620,651$382,548$31,879iApproximate average salary by contribution assumption: employee only about $796,975 at 4% or $531,317 at 6%; with 50% employer match about $531,317 at 4% or $354,211 at 6%; with 100% employer match about $398,488 at 4% or $265,658 at 6%.
2021111$1,592,958$500,693$45,518iApproximate average salary by contribution assumption: employee only about $1,137,939 at 4% or $758,626 at 6%; with 50% employer match about $758,626 at 4% or $505,751 at 6%; with 100% employer match about $568,969 at 4% or $379,313 at 6%.
Business & Estate Analysis Inc. 401(K) Plan-11$1,592,958$500,693$45,518iApproximate average salary by contribution assumption: employee only about $1,137,939 at 4% or $758,626 at 6%; with 50% employer match about $758,626 at 4% or $505,751 at 6%; with 100% employer match about $568,969 at 4% or $379,313 at 6%.
202018$941,786$212,749$26,594iApproximate average salary by contribution assumption: employee only about $664,841 at 4% or $443,227 at 6%; with 50% employer match about $443,227 at 4% or $295,485 at 6%; with 100% employer match about $332,420 at 4% or $221,614 at 6%.
Business & Estate Analysis Inc. 401(K) Plan-8$941,786$212,749$26,594iApproximate average salary by contribution assumption: employee only about $664,841 at 4% or $443,227 at 6%; with 50% employer match about $443,227 at 4% or $295,485 at 6%; with 100% employer match about $332,420 at 4% or $221,614 at 6%.
201916$593,640$98,137$16,356iApproximate average salary by contribution assumption: employee only about $408,904 at 4% or $272,603 at 6%; with 50% employer match about $272,603 at 4% or $181,735 at 6%; with 100% employer match about $204,452 at 4% or $136,301 at 6%.
Business & Estate Analysis Inc. 401(K) Plan-6$593,640$98,137$16,356iApproximate average salary by contribution assumption: employee only about $408,904 at 4% or $272,603 at 6%; with 50% employer match about $272,603 at 4% or $181,735 at 6%; with 100% employer match about $204,452 at 4% or $136,301 at 6%.
201817$419,889$88,006$12,572iApproximate average salary by contribution assumption: employee only about $314,307 at 4% or $209,538 at 6%; with 50% employer match about $209,538 at 4% or $139,692 at 6%; with 100% employer match about $157,154 at 4% or $104,769 at 6%.
Business & Estate Analysis Inc. 401(K) Plan-7$419,889$88,006$12,572iApproximate average salary by contribution assumption: employee only about $314,307 at 4% or $209,538 at 6%; with 50% employer match about $209,538 at 4% or $139,692 at 6%; with 100% employer match about $157,154 at 4% or $104,769 at 6%.
201715$369,422$65,684$13,137iApproximate average salary by contribution assumption: employee only about $328,420 at 4% or $218,947 at 6%; with 50% employer match about $218,947 at 4% or $145,964 at 6%; with 100% employer match about $164,210 at 4% or $109,473 at 6%.
Business & Estate Analysis Inc. 401(K) Plan-5$369,422$65,684$13,137iApproximate average salary by contribution assumption: employee only about $328,420 at 4% or $218,947 at 6%; with 50% employer match about $218,947 at 4% or $145,964 at 6%; with 100% employer match about $164,210 at 4% or $109,473 at 6%.
201616$307,897$59,523$9,921iApproximate average salary by contribution assumption: employee only about $248,013 at 4% or $165,342 at 6%; with 50% employer match about $165,342 at 4% or $110,228 at 6%; with 100% employer match about $124,006 at 4% or $82,671 at 6%.
Business & Estate Analysis Inc. 401(K) Plan-6$307,897$59,523$9,921iApproximate average salary by contribution assumption: employee only about $248,013 at 4% or $165,342 at 6%; with 50% employer match about $165,342 at 4% or $110,228 at 6%; with 100% employer match about $124,006 at 4% or $82,671 at 6%.
201516$231,962$53,895$8,983iApproximate average salary by contribution assumption: employee only about $224,563 at 4% or $149,708 at 6%; with 50% employer match about $149,708 at 4% or $99,806 at 6%; with 100% employer match about $112,281 at 4% or $74,854 at 6%.
Business & Estate Analysis Inc. 401(K) Plan-6$231,962$53,895$8,983iApproximate average salary by contribution assumption: employee only about $224,563 at 4% or $149,708 at 6%; with 50% employer match about $149,708 at 4% or $99,806 at 6%; with 100% employer match about $112,281 at 4% or $74,854 at 6%.
201416$184,302$53,651$8,942iApproximate average salary by contribution assumption: employee only about $223,546 at 4% or $149,031 at 6%; with 50% employer match about $149,031 at 4% or $99,354 at 6%; with 100% employer match about $111,773 at 4% or $74,515 at 6%.
Business & Estate Analysis Inc. 401(K) Plan-6$184,302$53,651$8,942iApproximate average salary by contribution assumption: employee only about $223,546 at 4% or $149,031 at 6%; with 50% employer match about $149,031 at 4% or $99,354 at 6%; with 100% employer match about $111,773 at 4% or $74,515 at 6%.
201315$127,492$39,804$7,961iApproximate average salary by contribution assumption: employee only about $199,020 at 4% or $132,680 at 6%; with 50% employer match about $132,680 at 4% or $88,453 at 6%; with 100% employer match about $99,510 at 4% or $66,340 at 6%.
Business & Estate Analysis Inc. 401(K) Plan-5$127,492$39,804$7,961iApproximate average salary by contribution assumption: employee only about $199,020 at 4% or $132,680 at 6%; with 50% employer match about $132,680 at 4% or $88,453 at 6%; with 100% employer match about $99,510 at 4% or $66,340 at 6%.
201215$67,196$32,316$6,463iApproximate average salary by contribution assumption: employee only about $161,580 at 4% or $107,720 at 6%; with 50% employer match about $107,720 at 4% or $71,813 at 6%; with 100% employer match about $80,790 at 4% or $53,860 at 6%.
Business & Estate Analysis Inc. 401(K) Plan-5$67,196$32,316$6,463iApproximate average salary by contribution assumption: employee only about $161,580 at 4% or $107,720 at 6%; with 50% employer match about $107,720 at 4% or $71,813 at 6%; with 100% employer match about $80,790 at 4% or $53,860 at 6%.
201115$30,010$30,843$6,169iApproximate average salary by contribution assumption: employee only about $154,215 at 4% or $102,810 at 6%; with 50% employer match about $102,810 at 4% or $68,540 at 6%; with 100% employer match about $77,108 at 4% or $51,405 at 6%.
Business & Estate Analysis Inc. 401(K) Plan-5$30,010$30,843$6,169iApproximate average salary by contribution assumption: employee only about $154,215 at 4% or $102,810 at 6%; with 50% employer match about $102,810 at 4% or $68,540 at 6%; with 100% employer match about $77,108 at 4% or $51,405 at 6%.