Civic Intelligence

Joseph M. Giles, Jr.

Plan context: Giles, Strickland & Warren, Pa 401(K) Plan

EIN 56-1324246 • Dunn, NC • 14 filings • 3 plans

P O Box 1349Dunn, NC 28335
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$906,753

2024 Contributions

$98,568

Historical Graphs

Total Assets Over Time

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

$906,753$453,377$0201120182024YearValue
$906,753Latest year 2024

Participants Over Time

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

740201120182024YearValue
5Latest 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
202415$906,753$98,568$19,714iApproximate average salary by contribution assumption: employee only about $492,840 at 4% or $328,560 at 6%; with 50% employer match about $328,560 at 4% or $219,040 at 6%; with 100% employer match about $246,420 at 4% or $164,280 at 6%.
Giles, Strickland & Warren, Pa 401(K) Plan-5$906,753$98,568$19,714iApproximate average salary by contribution assumption: employee only about $492,840 at 4% or $328,560 at 6%; with 50% employer match about $328,560 at 4% or $219,040 at 6%; with 100% employer match about $246,420 at 4% or $164,280 at 6%.
202316$741,979$62,578$10,430iApproximate average salary by contribution assumption: employee only about $260,742 at 4% or $173,828 at 6%; with 50% employer match about $173,828 at 4% or $115,885 at 6%; with 100% employer match about $130,371 at 4% or $86,914 at 6%.
Giles, Strickland & Warren, Pa 401(K) Plan-6$741,979$62,578$10,430iApproximate average salary by contribution assumption: employee only about $260,742 at 4% or $173,828 at 6%; with 50% employer match about $173,828 at 4% or $115,885 at 6%; with 100% employer match about $130,371 at 4% or $86,914 at 6%.
202216$635,097$37,691$6,282iApproximate average salary by contribution assumption: employee only about $157,046 at 4% or $104,697 at 6%; with 50% employer match about $104,697 at 4% or $69,798 at 6%; with 100% employer match about $78,523 at 4% or $52,349 at 6%.
Giles, Strickland & Warren, Pa 401(K) Plan-6$635,097$37,691$6,282iApproximate average salary by contribution assumption: employee only about $157,046 at 4% or $104,697 at 6%; with 50% employer match about $104,697 at 4% or $69,798 at 6%; with 100% employer match about $78,523 at 4% or $52,349 at 6%.
202116$697,266$132,866$22,144iApproximate average salary by contribution assumption: employee only about $553,608 at 4% or $369,072 at 6%; with 50% employer match about $369,072 at 4% or $246,048 at 6%; with 100% employer match about $276,804 at 4% or $184,536 at 6%.
Giles, Strickland & Warren, Pa 401(K) Plan-6$697,266$132,866$22,144iApproximate average salary by contribution assumption: employee only about $553,608 at 4% or $369,072 at 6%; with 50% employer match about $369,072 at 4% or $246,048 at 6%; with 100% employer match about $276,804 at 4% or $184,536 at 6%.
202016$519,441$83,608$13,935iApproximate average salary by contribution assumption: employee only about $348,367 at 4% or $232,244 at 6%; with 50% employer match about $232,244 at 4% or $154,830 at 6%; with 100% employer match about $174,183 at 4% or $116,122 at 6%.
Giles, Strickland & Warren, Pa 401(K) Plan-6$519,441$83,608$13,935iApproximate average salary by contribution assumption: employee only about $348,367 at 4% or $232,244 at 6%; with 50% employer match about $232,244 at 4% or $154,830 at 6%; with 100% employer match about $174,183 at 4% or $116,122 at 6%.
201915$615,351$32,550$6,510iApproximate average salary by contribution assumption: employee only about $162,750 at 4% or $108,500 at 6%; with 50% employer match about $108,500 at 4% or $72,333 at 6%; with 100% employer match about $81,375 at 4% or $54,250 at 6%.
Giles, Strickland & Warren, Pa 401(K) Plan-5$615,351$32,550$6,510iApproximate average salary by contribution assumption: employee only about $162,750 at 4% or $108,500 at 6%; with 50% employer match about $108,500 at 4% or $72,333 at 6%; with 100% employer match about $81,375 at 4% or $54,250 at 6%.
201817$751,429$35,373$5,053iApproximate average salary by contribution assumption: employee only about $126,332 at 4% or $84,221 at 6%; with 50% employer match about $84,221 at 4% or $56,148 at 6%; with 100% employer match about $63,166 at 4% or $42,111 at 6%.
Giles, Strickland & Warren, Pa 401(K) Plan-7$751,429$35,373$5,053iApproximate average salary by contribution assumption: employee only about $126,332 at 4% or $84,221 at 6%; with 50% employer match about $84,221 at 4% or $56,148 at 6%; with 100% employer match about $63,166 at 4% or $42,111 at 6%.
201717$777,322$134,002$19,143iApproximate average salary by contribution assumption: employee only about $478,579 at 4% or $319,052 at 6%; with 50% employer match about $319,052 at 4% or $212,702 at 6%; with 100% employer match about $239,289 at 4% or $159,526 at 6%.
Giles, Strickland & Warren, Pa 401(K) Plan-7$777,322$134,002$19,143iApproximate average salary by contribution assumption: employee only about $478,579 at 4% or $319,052 at 6%; with 50% employer match about $319,052 at 4% or $212,702 at 6%; with 100% employer match about $239,289 at 4% or $159,526 at 6%.
201617$603,527$81,920$11,703iApproximate average salary by contribution assumption: employee only about $292,571 at 4% or $195,048 at 6%; with 50% employer match about $195,048 at 4% or $130,032 at 6%; with 100% employer match about $146,286 at 4% or $97,524 at 6%.
Giles, Strickland & Warren, Pa 401(K) Plan-7$603,527$81,920$11,703iApproximate average salary by contribution assumption: employee only about $292,571 at 4% or $195,048 at 6%; with 50% employer match about $195,048 at 4% or $130,032 at 6%; with 100% employer match about $146,286 at 4% or $97,524 at 6%.
201517$500,589$191,744$27,392iApproximate average salary by contribution assumption: employee only about $684,800 at 4% or $456,533 at 6%; with 50% employer match about $456,533 at 4% or $304,356 at 6%; with 100% employer match about $342,400 at 4% or $228,267 at 6%.
Giles, Strickland & Warren, Pa 401(K) Plan-7$500,589$191,744$27,392iApproximate average salary by contribution assumption: employee only about $684,800 at 4% or $456,533 at 6%; with 50% employer match about $456,533 at 4% or $304,356 at 6%; with 100% employer match about $342,400 at 4% or $228,267 at 6%.
201417$343,335$63,852$9,122iApproximate average salary by contribution assumption: employee only about $228,043 at 4% or $152,029 at 6%; with 50% employer match about $152,029 at 4% or $101,352 at 6%; with 100% employer match about $114,021 at 4% or $76,014 at 6%.
Giles, Strickland & Warren, Pa 401(K) Plan-7$343,335$63,852$9,122iApproximate average salary by contribution assumption: employee only about $228,043 at 4% or $152,029 at 6%; with 50% employer match about $152,029 at 4% or $101,352 at 6%; with 100% employer match about $114,021 at 4% or $76,014 at 6%.
201317$277,362$62,321$8,903iApproximate average salary by contribution assumption: employee only about $222,575 at 4% or $148,383 at 6%; with 50% employer match about $148,383 at 4% or $98,922 at 6%; with 100% employer match about $111,288 at 4% or $74,192 at 6%.
Giles, Strickland & Warren, Pa 401(K) Plan-7$277,362$62,321$8,903iApproximate average salary by contribution assumption: employee only about $222,575 at 4% or $148,383 at 6%; with 50% employer match about $148,383 at 4% or $98,922 at 6%; with 100% employer match about $111,288 at 4% or $74,192 at 6%.
201217$188,900$128,965$18,424iApproximate average salary by contribution assumption: employee only about $460,589 at 4% or $307,060 at 6%; with 50% employer match about $307,060 at 4% or $204,706 at 6%; with 100% employer match about $230,295 at 4% or $153,530 at 6%.
Giles, Strickland & Warren, Pa 401(K) Plan-7$188,900$128,965$18,424iApproximate average salary by contribution assumption: employee only about $460,589 at 4% or $307,060 at 6%; with 50% employer match about $307,060 at 4% or $204,706 at 6%; with 100% employer match about $230,295 at 4% or $153,530 at 6%.
201117$56,922$56,853$8,122iApproximate average salary by contribution assumption: employee only about $203,046 at 4% or $135,364 at 6%; with 50% employer match about $135,364 at 4% or $90,243 at 6%; with 100% employer match about $101,523 at 4% or $67,682 at 6%.
Giles, Strickland & Warren, Pa 401(K) Plan-7$56,922$56,853$8,122iApproximate average salary by contribution assumption: employee only about $203,046 at 4% or $135,364 at 6%; with 50% employer match about $135,364 at 4% or $90,243 at 6%; with 100% employer match about $101,523 at 4% or $67,682 at 6%.