Farris, Cooke & Associates
Plan context: Farris, Cooke & Associates 401(K) Profit Sharing Plan
EIN 56-1308683 • Charlotte, NC • 25 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
11
2024 Assets
$5,681,021
2024 Contributions
$203,518
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 11 | $5,681,021 | $203,518 | $18,502iApproximate average salary by contribution assumption: employee only about $462,541 at 4% or $308,361 at 6%; with 50% employer match about $308,361 at 4% or $205,574 at 6%; with 100% employer match about $231,270 at 4% or $154,180 at 6%. |
| Farris, Cooke & Associates 401(K) Profit Sharing Plan | - | 11 | $5,681,021 | $203,518 | $18,502iApproximate average salary by contribution assumption: employee only about $462,541 at 4% or $308,361 at 6%; with 50% employer match about $308,361 at 4% or $205,574 at 6%; with 100% employer match about $231,270 at 4% or $154,180 at 6%. |
| 2023 | 1 | 13 | $5,249,402 | $214,571 | $16,505iApproximate average salary by contribution assumption: employee only about $412,637 at 4% or $275,091 at 6%; with 50% employer match about $275,091 at 4% or $183,394 at 6%; with 100% employer match about $206,318 at 4% or $137,546 at 6%. |
| Farris, Cooke & Associates 401(K) Profit Sharing Plan | - | 13 | $5,249,402 | $214,571 | $16,505iApproximate average salary by contribution assumption: employee only about $412,637 at 4% or $275,091 at 6%; with 50% employer match about $275,091 at 4% or $183,394 at 6%; with 100% employer match about $206,318 at 4% or $137,546 at 6%. |
| 2022 | 1 | 10 | $4,414,813 | $178,208 | $17,821iApproximate average salary by contribution assumption: employee only about $445,520 at 4% or $297,013 at 6%; with 50% employer match about $297,013 at 4% or $198,009 at 6%; with 100% employer match about $222,760 at 4% or $148,507 at 6%. |
| Farris, Cooke & Associates 401(K) Profit Sharing Plan | - | 10 | $4,414,813 | $178,208 | $17,821iApproximate average salary by contribution assumption: employee only about $445,520 at 4% or $297,013 at 6%; with 50% employer match about $297,013 at 4% or $198,009 at 6%; with 100% employer match about $222,760 at 4% or $148,507 at 6%. |
| 2021 | 1 | 11 | $5,175,418 | $169,759 | $15,433iApproximate average salary by contribution assumption: employee only about $385,816 at 4% or $257,211 at 6%; with 50% employer match about $257,211 at 4% or $171,474 at 6%; with 100% employer match about $192,908 at 4% or $128,605 at 6%. |
| Farris, Cooke & Associates 401(K) Profit Sharing Plan | - | 11 | $5,175,418 | $169,759 | $15,433iApproximate average salary by contribution assumption: employee only about $385,816 at 4% or $257,211 at 6%; with 50% employer match about $257,211 at 4% or $171,474 at 6%; with 100% employer match about $192,908 at 4% or $128,605 at 6%. |
| 2020 | 1 | 11 | $4,541,386 | $158,765 | $14,433iApproximate average salary by contribution assumption: employee only about $360,830 at 4% or $240,553 at 6%; with 50% employer match about $240,553 at 4% or $160,369 at 6%; with 100% employer match about $180,415 at 4% or $120,277 at 6%. |
| Farris, Cooke & Associates 401(K) Profit Sharing Plan | - | 11 | $4,541,386 | $158,765 | $14,433iApproximate average salary by contribution assumption: employee only about $360,830 at 4% or $240,553 at 6%; with 50% employer match about $240,553 at 4% or $160,369 at 6%; with 100% employer match about $180,415 at 4% or $120,277 at 6%. |
| 2019 | 1 | 11 | $4,004,211 | $129,422 | $11,766iApproximate average salary by contribution assumption: employee only about $294,141 at 4% or $196,094 at 6%; with 50% employer match about $196,094 at 4% or $130,729 at 6%; with 100% employer match about $147,070 at 4% or $98,047 at 6%. |
| Farris, Cooke & Associates 401(K) Profit Sharing Plan | - | 11 | $4,004,211 | $129,422 | $11,766iApproximate average salary by contribution assumption: employee only about $294,141 at 4% or $196,094 at 6%; with 50% employer match about $196,094 at 4% or $130,729 at 6%; with 100% employer match about $147,070 at 4% or $98,047 at 6%. |
| 2018 | 1 | 11 | $3,206,151 | $122,018 | $11,093iApproximate average salary by contribution assumption: employee only about $277,314 at 4% or $184,876 at 6%; with 50% employer match about $184,876 at 4% or $123,251 at 6%; with 100% employer match about $138,657 at 4% or $92,438 at 6%. |
| Farris, Cooke & Associates 401(K) Profit Sharing Plan | - | 11 | $3,206,151 | $122,018 | $11,093iApproximate average salary by contribution assumption: employee only about $277,314 at 4% or $184,876 at 6%; with 50% employer match about $184,876 at 4% or $123,251 at 6%; with 100% employer match about $138,657 at 4% or $92,438 at 6%. |
| 2017 | 1 | 11 | $3,351,005 | $131,320 | $11,938iApproximate average salary by contribution assumption: employee only about $298,455 at 4% or $198,970 at 6%; with 50% employer match about $198,970 at 4% or $132,646 at 6%; with 100% employer match about $149,227 at 4% or $99,485 at 6%. |
| Farris, Cooke & Associates 401(K) Profit Sharing Plan | - | 11 | $3,351,005 | $131,320 | $11,938iApproximate average salary by contribution assumption: employee only about $298,455 at 4% or $198,970 at 6%; with 50% employer match about $198,970 at 4% or $132,646 at 6%; with 100% employer match about $149,227 at 4% or $99,485 at 6%. |
| 2016 | 1 | 11 | $2,874,803 | $127,484 | $11,589iApproximate average salary by contribution assumption: employee only about $289,736 at 4% or $193,158 at 6%; with 50% employer match about $193,158 at 4% or $128,772 at 6%; with 100% employer match about $144,868 at 4% or $96,579 at 6%. |
| Farris, Cooke & Associates 401(K) Profit Sharing Plan | - | 11 | $2,874,803 | $127,484 | $11,589iApproximate average salary by contribution assumption: employee only about $289,736 at 4% or $193,158 at 6%; with 50% employer match about $193,158 at 4% or $128,772 at 6%; with 100% employer match about $144,868 at 4% or $96,579 at 6%. |
| 2015 | 1 | 11 | $2,633,188 | $122,957 | $11,178iApproximate average salary by contribution assumption: employee only about $279,448 at 4% or $186,298 at 6%; with 50% employer match about $186,298 at 4% or $124,199 at 6%; with 100% employer match about $139,724 at 4% or $93,149 at 6%. |
| Farris, Cooke & Associates 401(K) Profit Sharing Plan | - | 11 | $2,633,188 | $122,957 | $11,178iApproximate average salary by contribution assumption: employee only about $279,448 at 4% or $186,298 at 6%; with 50% employer match about $186,298 at 4% or $124,199 at 6%; with 100% employer match about $139,724 at 4% or $93,149 at 6%. |
| 2014 | 1 | 11 | $2,532,442 | $115,634 | $10,512iApproximate average salary by contribution assumption: employee only about $262,805 at 4% or $175,203 at 6%; with 50% employer match about $175,203 at 4% or $116,802 at 6%; with 100% employer match about $131,402 at 4% or $87,602 at 6%. |
| Farris, Cooke & Associates 401(K) Profit Sharing Plan | - | 11 | $2,532,442 | $115,634 | $10,512iApproximate average salary by contribution assumption: employee only about $262,805 at 4% or $175,203 at 6%; with 50% employer match about $175,203 at 4% or $116,802 at 6%; with 100% employer match about $131,402 at 4% or $87,602 at 6%. |
| 2013 | 1 | 11 | $2,405,479 | $57,963 | $5,269iApproximate average salary by contribution assumption: employee only about $131,734 at 4% or $87,823 at 6%; with 50% employer match about $87,823 at 4% or $58,548 at 6%; with 100% employer match about $65,867 at 4% or $43,911 at 6%. |
| Farris, Cooke & Associates 401(K) Profit Sharing Plan | - | 11 | $2,405,479 | $57,963 | $5,269iApproximate average salary by contribution assumption: employee only about $131,734 at 4% or $87,823 at 6%; with 50% employer match about $87,823 at 4% or $58,548 at 6%; with 100% employer match about $65,867 at 4% or $43,911 at 6%. |
| 2012 | 1 | 11 | $2,187,880 | $111,058 | $10,096iApproximate average salary by contribution assumption: employee only about $252,405 at 4% or $168,270 at 6%; with 50% employer match about $168,270 at 4% or $112,180 at 6%; with 100% employer match about $126,202 at 4% or $84,135 at 6%. |
| Farris, Cooke & Associates 401(K) Profit Sharing Plan | - | 11 | $2,187,880 | $111,058 | $10,096iApproximate average salary by contribution assumption: employee only about $252,405 at 4% or $168,270 at 6%; with 50% employer match about $168,270 at 4% or $112,180 at 6%; with 100% employer match about $126,202 at 4% or $84,135 at 6%. |
| 2011 | 1 | 13 | $1,866,202 | $123,010 | $9,462iApproximate average salary by contribution assumption: employee only about $236,558 at 4% or $157,705 at 6%; with 50% employer match about $157,705 at 4% or $105,137 at 6%; with 100% employer match about $118,279 at 4% or $78,853 at 6%. |
| Farris, Cooke & Associates 401(K) Profit Sharing Plan | - | 13 | $1,866,202 | $123,010 | $9,462iApproximate average salary by contribution assumption: employee only about $236,558 at 4% or $157,705 at 6%; with 50% employer match about $157,705 at 4% or $105,137 at 6%; with 100% employer match about $118,279 at 4% or $78,853 at 6%. |
| 2010 | 1 | 14 | $1,851,995 | $141,976 | $10,141iApproximate average salary by contribution assumption: employee only about $253,529 at 4% or $169,019 at 6%; with 50% employer match about $169,019 at 4% or $112,679 at 6%; with 100% employer match about $126,764 at 4% or $84,510 at 6%. |
| Farris, Cooke & Associates 401(K) Profit Sharing Plan | - | 14 | $1,851,995 | $141,976 | $10,141iApproximate average salary by contribution assumption: employee only about $253,529 at 4% or $169,019 at 6%; with 50% employer match about $169,019 at 4% or $112,679 at 6%; with 100% employer match about $126,764 at 4% or $84,510 at 6%. |
| 2009 | 1 | 15 | $1,577,606 | $137,103 | $9,140iApproximate average salary by contribution assumption: employee only about $228,505 at 4% or $152,337 at 6%; with 50% employer match about $152,337 at 4% or $101,558 at 6%; with 100% employer match about $114,253 at 4% or $76,168 at 6%. |
| Farris, Cooke & Associates 401(K) Profit Sharing Plan | - | 15 | $1,577,606 | $137,103 | $9,140iApproximate average salary by contribution assumption: employee only about $228,505 at 4% or $152,337 at 6%; with 50% employer match about $152,337 at 4% or $101,558 at 6%; with 100% employer match about $114,253 at 4% or $76,168 at 6%. |
| 2008 | 1 | 14 | $0 | $0 | - |
| Farris, Cooke & Associates 401(K) Profit Sharing Plan | - | 14 | - | - | - |
| 2007 | 1 | 13 | $0 | $0 | - |
| Farris, Cooke & Associates 401(K) Profit Sharing Plan | - | 13 | - | - | - |
| 2006 | 1 | 11 | $1,639,794 | $137,879 | $12,534iApproximate average salary by contribution assumption: employee only about $313,361 at 4% or $208,908 at 6%; with 50% employer match about $208,908 at 4% or $139,272 at 6%; with 100% employer match about $156,681 at 4% or $104,454 at 6%. |
| Farris, Cooke & Associates 401(K) Profit Sharing Plan | - | 11 | $1,639,794 | $137,879 | $12,534iApproximate average salary by contribution assumption: employee only about $313,361 at 4% or $208,908 at 6%; with 50% employer match about $208,908 at 4% or $139,272 at 6%; with 100% employer match about $156,681 at 4% or $104,454 at 6%. |
| 2005 | 1 | 11 | $1,300,489 | $132,363 | $12,033iApproximate average salary by contribution assumption: employee only about $300,825 at 4% or $200,550 at 6%; with 50% employer match about $200,550 at 4% or $133,700 at 6%; with 100% employer match about $150,413 at 4% or $100,275 at 6%. |
| Farris, Cooke & Associates 401(K) Profit Sharing Plan | - | 11 | $1,300,489 | $132,363 | $12,033iApproximate average salary by contribution assumption: employee only about $300,825 at 4% or $200,550 at 6%; with 50% employer match about $200,550 at 4% or $133,700 at 6%; with 100% employer match about $150,413 at 4% or $100,275 at 6%. |
| 2004 | 1 | 12 | $1,104,992 | $112,890 | $9,408iApproximate average salary by contribution assumption: employee only about $235,188 at 4% or $156,792 at 6%; with 50% employer match about $156,792 at 4% or $104,528 at 6%; with 100% employer match about $117,594 at 4% or $78,396 at 6%. |
| Farris, Cooke & Associates 401(K) Profit Sharing Plan | - | 12 | $1,104,992 | $112,890 | $9,408iApproximate average salary by contribution assumption: employee only about $235,188 at 4% or $156,792 at 6%; with 50% employer match about $156,792 at 4% or $104,528 at 6%; with 100% employer match about $117,594 at 4% or $78,396 at 6%. |
| 2003 | 1 | 12 | $833,653 | $104,326 | $8,694iApproximate average salary by contribution assumption: employee only about $217,346 at 4% or $144,897 at 6%; with 50% employer match about $144,897 at 4% or $96,598 at 6%; with 100% employer match about $108,673 at 4% or $72,449 at 6%. |
| Farris, Cooke & Associates 401(K) Profit Sharing Plan | - | 12 | $833,653 | $104,326 | $8,694iApproximate average salary by contribution assumption: employee only about $217,346 at 4% or $144,897 at 6%; with 50% employer match about $144,897 at 4% or $96,598 at 6%; with 100% employer match about $108,673 at 4% or $72,449 at 6%. |
| 2002 | 1 | 13 | $0 | $0 | - |
| Farris, Cooke & Associates 401(K) Profit Sharing Plan | - | 13 | - | - | - |
| 2001 | 1 | 13 | $0 | $0 | - |
| Farris, Cooke & Associates 401(K) Profit Sharing Plan | - | 13 | - | - | - |
| 2000 | 1 | 11 | $0 | $0 | - |
| Farris, Cooke & Associates 401(K) Profit Sharing Plan | - | 11 | - | - | - |