Stubbs & Perdue, P.A.
Plan context: Stubbs & Perdue, P.A. 401K Profit Sharing Plan
EIN 56-1342864 • New Bern, NC • 22 filings • 3 plans
Current Snapshot
Latest Year
2021
2021 Participants
7
2021 Assets
$2,626,406
2021 Contributions
$56,980
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 7 | $2,626,406 | $56,980 | $8,140iApproximate average salary by contribution assumption: employee only about $203,500 at 4% or $135,667 at 6%; with 50% employer match about $135,667 at 4% or $90,444 at 6%; with 100% employer match about $101,750 at 4% or $67,833 at 6%. |
| Stubbs & Perdue, P.A. 401K Profit Sharing Plan | - | 7 | $2,626,406 | $56,980 | $8,140iApproximate average salary by contribution assumption: employee only about $203,500 at 4% or $135,667 at 6%; with 50% employer match about $135,667 at 4% or $90,444 at 6%; with 100% employer match about $101,750 at 4% or $67,833 at 6%. |
| 2020 | 1 | 13 | $2,576,563 | $71,400 | $5,492iApproximate average salary by contribution assumption: employee only about $137,308 at 4% or $91,538 at 6%; with 50% employer match about $91,538 at 4% or $61,026 at 6%; with 100% employer match about $68,654 at 4% or $45,769 at 6%. |
| Stubbs & Perdue, P.A. 401K Profit Sharing Plan | - | 13 | $2,576,563 | $71,400 | $5,492iApproximate average salary by contribution assumption: employee only about $137,308 at 4% or $91,538 at 6%; with 50% employer match about $91,538 at 4% or $61,026 at 6%; with 100% employer match about $68,654 at 4% or $45,769 at 6%. |
| 2019 | 1 | 20 | $2,285,058 | $69,784 | $3,489iApproximate average salary by contribution assumption: employee only about $87,230 at 4% or $58,153 at 6%; with 50% employer match about $58,153 at 4% or $38,769 at 6%; with 100% employer match about $43,615 at 4% or $29,077 at 6%. |
| Stubbs & Perdue, P.A. 401K Profit Sharing Plan | - | 20 | $2,285,058 | $69,784 | $3,489iApproximate average salary by contribution assumption: employee only about $87,230 at 4% or $58,153 at 6%; with 50% employer match about $58,153 at 4% or $38,769 at 6%; with 100% employer match about $43,615 at 4% or $29,077 at 6%. |
| 2018 | 1 | 20 | $1,960,562 | $69,609 | $3,480iApproximate average salary by contribution assumption: employee only about $87,011 at 4% or $58,008 at 6%; with 50% employer match about $58,008 at 4% or $38,672 at 6%; with 100% employer match about $43,506 at 4% or $29,004 at 6%. |
| Stubbs & Perdue, P.A. 401K Profit Sharing Plan | - | 20 | $1,960,562 | $69,609 | $3,480iApproximate average salary by contribution assumption: employee only about $87,011 at 4% or $58,008 at 6%; with 50% employer match about $58,008 at 4% or $38,672 at 6%; with 100% employer match about $43,506 at 4% or $29,004 at 6%. |
| 2017 | 1 | 14 | $1,996,941 | $56,911 | $4,065iApproximate average salary by contribution assumption: employee only about $101,627 at 4% or $67,751 at 6%; with 50% employer match about $67,751 at 4% or $45,167 at 6%; with 100% employer match about $50,813 at 4% or $33,876 at 6%. |
| Stubbs & Perdue, P.A. 401K Profit Sharing Plan | - | 14 | $1,996,941 | $56,911 | $4,065iApproximate average salary by contribution assumption: employee only about $101,627 at 4% or $67,751 at 6%; with 50% employer match about $67,751 at 4% or $45,167 at 6%; with 100% employer match about $50,813 at 4% or $33,876 at 6%. |
| 2016 | 1 | 17 | $1,657,081 | $59,791 | $3,517iApproximate average salary by contribution assumption: employee only about $87,928 at 4% or $58,619 at 6%; with 50% employer match about $58,619 at 4% or $39,079 at 6%; with 100% employer match about $43,964 at 4% or $29,309 at 6%. |
| Stubbs & Perdue, P.A. 401K Profit Sharing Plan | - | 17 | $1,657,081 | $59,791 | $3,517iApproximate average salary by contribution assumption: employee only about $87,928 at 4% or $58,619 at 6%; with 50% employer match about $58,619 at 4% or $39,079 at 6%; with 100% employer match about $43,964 at 4% or $29,309 at 6%. |
| 2015 | 1 | 19 | $1,812,590 | $81,525 | $4,291iApproximate average salary by contribution assumption: employee only about $107,270 at 4% or $71,513 at 6%; with 50% employer match about $71,513 at 4% or $47,675 at 6%; with 100% employer match about $53,635 at 4% or $35,757 at 6%. |
| Stubbs & Perdue, P.A. 401K Profit Sharing Plan | - | 19 | $1,812,590 | $81,525 | $4,291iApproximate average salary by contribution assumption: employee only about $107,270 at 4% or $71,513 at 6%; with 50% employer match about $71,513 at 4% or $47,675 at 6%; with 100% employer match about $53,635 at 4% or $35,757 at 6%. |
| 2014 | 1 | 17 | $1,756,393 | $63,232 | $3,720iApproximate average salary by contribution assumption: employee only about $92,988 at 4% or $61,992 at 6%; with 50% employer match about $61,992 at 4% or $41,328 at 6%; with 100% employer match about $46,494 at 4% or $30,996 at 6%. |
| Stubbs & Perdue, P.A. 401K Profit Sharing Plan | - | 17 | $1,756,393 | $63,232 | $3,720iApproximate average salary by contribution assumption: employee only about $92,988 at 4% or $61,992 at 6%; with 50% employer match about $61,992 at 4% or $41,328 at 6%; with 100% employer match about $46,494 at 4% or $30,996 at 6%. |
| 2013 | 1 | 14 | $1,752,968 | $68,059 | $4,861iApproximate average salary by contribution assumption: employee only about $121,534 at 4% or $81,023 at 6%; with 50% employer match about $81,023 at 4% or $54,015 at 6%; with 100% employer match about $60,767 at 4% or $40,511 at 6%. |
| Stubbs & Perdue, P.A. 401K Profit Sharing Plan | - | 14 | $1,752,968 | $68,059 | $4,861iApproximate average salary by contribution assumption: employee only about $121,534 at 4% or $81,023 at 6%; with 50% employer match about $81,023 at 4% or $54,015 at 6%; with 100% employer match about $60,767 at 4% or $40,511 at 6%. |
| 2012 | 1 | 21 | $1,655,813 | $87,704 | $4,176iApproximate average salary by contribution assumption: employee only about $104,410 at 4% or $69,606 at 6%; with 50% employer match about $69,606 at 4% or $46,404 at 6%; with 100% employer match about $52,205 at 4% or $34,803 at 6%. |
| Stubbs & Perdue, P.A. 401K Profit Sharing Plan | - | 21 | $1,655,813 | $87,704 | $4,176iApproximate average salary by contribution assumption: employee only about $104,410 at 4% or $69,606 at 6%; with 50% employer match about $69,606 at 4% or $46,404 at 6%; with 100% employer match about $52,205 at 4% or $34,803 at 6%. |
| 2011 | 1 | 23 | $1,471,775 | $105,776 | $4,599iApproximate average salary by contribution assumption: employee only about $114,974 at 4% or $76,649 at 6%; with 50% employer match about $76,649 at 4% or $51,100 at 6%; with 100% employer match about $57,487 at 4% or $38,325 at 6%. |
| Stubbs & Perdue, P.A. 401K Profit Sharing Plan | - | 23 | $1,471,775 | $105,776 | $4,599iApproximate average salary by contribution assumption: employee only about $114,974 at 4% or $76,649 at 6%; with 50% employer match about $76,649 at 4% or $51,100 at 6%; with 100% employer match about $57,487 at 4% or $38,325 at 6%. |
| 2010 | 1 | 21 | $1,452,957 | $108,390 | $5,161iApproximate average salary by contribution assumption: employee only about $129,036 at 4% or $86,024 at 6%; with 50% employer match about $86,024 at 4% or $57,349 at 6%; with 100% employer match about $64,518 at 4% or $43,012 at 6%. |
| Stubbs & Perdue, P.A. 401K Profit Sharing Plan | - | 21 | $1,452,957 | $108,390 | $5,161iApproximate average salary by contribution assumption: employee only about $129,036 at 4% or $86,024 at 6%; with 50% employer match about $86,024 at 4% or $57,349 at 6%; with 100% employer match about $64,518 at 4% or $43,012 at 6%. |
| 2009 | 1 | 27 | $1,341,052 | $98,147 | $3,635iApproximate average salary by contribution assumption: employee only about $90,877 at 4% or $60,585 at 6%; with 50% employer match about $60,585 at 4% or $40,390 at 6%; with 100% employer match about $45,438 at 4% or $30,292 at 6%. |
| Stubbs & Perdue, P.A. 401K Profit Sharing Plan | - | 27 | $1,341,052 | $98,147 | $3,635iApproximate average salary by contribution assumption: employee only about $90,877 at 4% or $60,585 at 6%; with 50% employer match about $60,585 at 4% or $40,390 at 6%; with 100% employer match about $45,438 at 4% or $30,292 at 6%. |
| 2008 | 1 | 21 | $989,440 | $98,199 | $4,676iApproximate average salary by contribution assumption: employee only about $116,904 at 4% or $77,936 at 6%; with 50% employer match about $77,936 at 4% or $51,957 at 6%; with 100% employer match about $58,452 at 4% or $38,968 at 6%. |
| Stubbs & Perdue, P.A. 401K Profit Sharing Plan | - | 21 | $989,440 | $98,199 | $4,676iApproximate average salary by contribution assumption: employee only about $116,904 at 4% or $77,936 at 6%; with 50% employer match about $77,936 at 4% or $51,957 at 6%; with 100% employer match about $58,452 at 4% or $38,968 at 6%. |
| 2007 | 1 | 18 | $0 | $0 | - |
| Stubbs & Perdue, P.A. 401K Profit Sharing Plan | - | 18 | - | - | - |
| 2006 | 1 | 20 | $1,389,618 | $138,697 | $6,935iApproximate average salary by contribution assumption: employee only about $173,371 at 4% or $115,581 at 6%; with 50% employer match about $115,581 at 4% or $77,054 at 6%; with 100% employer match about $86,686 at 4% or $57,790 at 6%. |
| Stubbs & Perdue, P.A. 401K Profit Sharing Plan | - | 20 | $1,389,618 | $138,697 | $6,935iApproximate average salary by contribution assumption: employee only about $173,371 at 4% or $115,581 at 6%; with 50% employer match about $115,581 at 4% or $77,054 at 6%; with 100% employer match about $86,686 at 4% or $57,790 at 6%. |
| 2005 | 1 | 19 | $1,151,831 | $123,191 | $6,484iApproximate average salary by contribution assumption: employee only about $162,093 at 4% or $108,062 at 6%; with 50% employer match about $108,062 at 4% or $72,042 at 6%; with 100% employer match about $81,047 at 4% or $54,031 at 6%. |
| Stubbs & Perdue, P.A. 401K Profit Sharing Plan | - | 19 | $1,151,831 | $123,191 | $6,484iApproximate average salary by contribution assumption: employee only about $162,093 at 4% or $108,062 at 6%; with 50% employer match about $108,062 at 4% or $72,042 at 6%; with 100% employer match about $81,047 at 4% or $54,031 at 6%. |
| 2004 | 1 | 17 | $966,094 | $136,601 | $8,035iApproximate average salary by contribution assumption: employee only about $200,884 at 4% or $133,923 at 6%; with 50% employer match about $133,923 at 4% or $89,282 at 6%; with 100% employer match about $100,442 at 4% or $66,961 at 6%. |
| Stubbs & Perdue, P.A. 401K Profit Sharing Plan | - | 17 | $966,094 | $136,601 | $8,035iApproximate average salary by contribution assumption: employee only about $200,884 at 4% or $133,923 at 6%; with 50% employer match about $133,923 at 4% or $89,282 at 6%; with 100% employer match about $100,442 at 4% or $66,961 at 6%. |
| 2003 | 1 | 16 | $757,637 | $90,395 | $5,650iApproximate average salary by contribution assumption: employee only about $141,242 at 4% or $94,161 at 6%; with 50% employer match about $94,161 at 4% or $62,774 at 6%; with 100% employer match about $70,621 at 4% or $47,081 at 6%. |
| Stubbs & Perdue, P.A. 401K Profit Sharing Plan | - | 16 | $757,637 | $90,395 | $5,650iApproximate average salary by contribution assumption: employee only about $141,242 at 4% or $94,161 at 6%; with 50% employer match about $94,161 at 4% or $62,774 at 6%; with 100% employer match about $70,621 at 4% or $47,081 at 6%. |
| 2001 | 1 | 8 | $0 | $0 | - |
| Stubbs & Perdue, P.A. 401K Profit Sharing Plan | - | 8 | - | - | - |
| 2000 | 1 | 16 | $589,274 | $81,091 | $5,068iApproximate average salary by contribution assumption: employee only about $126,705 at 4% or $84,470 at 6%; with 50% employer match about $84,470 at 4% or $56,313 at 6%; with 100% employer match about $63,352 at 4% or $42,235 at 6%. |
| Stubbs & Perdue, P.A. 401K Profit Sharing Plan | - | 16 | $589,274 | $81,091 | $5,068iApproximate average salary by contribution assumption: employee only about $126,705 at 4% or $84,470 at 6%; with 50% employer match about $84,470 at 4% or $56,313 at 6%; with 100% employer match about $63,352 at 4% or $42,235 at 6%. |
| 1999 | 1 | 16 | $498,046 | $58,198 | $3,637iApproximate average salary by contribution assumption: employee only about $90,934 at 4% or $60,623 at 6%; with 50% employer match about $60,623 at 4% or $40,415 at 6%; with 100% employer match about $45,467 at 4% or $30,311 at 6%. |
| Stubbs & Perdue, P.A. 401K Profit Sharing Plan | - | 16 | $498,046 | $58,198 | $3,637iApproximate average salary by contribution assumption: employee only about $90,934 at 4% or $60,623 at 6%; with 50% employer match about $60,623 at 4% or $40,415 at 6%; with 100% employer match about $45,467 at 4% or $30,311 at 6%. |