Civic Intelligence

Cottingham-Chalk & Associates Inc.

Plan context: Cottingham-Chalk & Associates Inc. Profit Sharing Plan & Trust

EIN 56-1371294 • Charlotte, NC • 26 filings • 3 plans

6846 Carnegie Blvd.Charlotte, NC 28211
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$4,850,285

2024 Contributions

$142,053

Historical Graphs

Total Assets Over Time

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

$5,383,771$2,691,886$0199920132024YearValue
$4,850,285Latest year 2024

Participants Over Time

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

1790199920122024YearValue
12Latest 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
2024112$4,850,285$142,053$11,838iApproximate average salary by contribution assumption: employee only about $295,944 at 4% or $197,296 at 6%; with 50% employer match about $197,296 at 4% or $131,531 at 6%; with 100% employer match about $147,972 at 4% or $98,648 at 6%.
Cottingham-Chalk & Associates Inc. Profit Sharing Plan & Trust-12$4,850,285$142,053$11,838iApproximate average salary by contribution assumption: employee only about $295,944 at 4% or $197,296 at 6%; with 50% employer match about $197,296 at 4% or $131,531 at 6%; with 100% employer match about $147,972 at 4% or $98,648 at 6%.
2023114$4,906,874$163,031$11,645iApproximate average salary by contribution assumption: employee only about $291,127 at 4% or $194,085 at 6%; with 50% employer match about $194,085 at 4% or $129,390 at 6%; with 100% employer match about $145,563 at 4% or $97,042 at 6%.
Cottingham-Chalk & Associates Inc. Profit Sharing Plan & Trust-14$4,906,874$163,031$11,645iApproximate average salary by contribution assumption: employee only about $291,127 at 4% or $194,085 at 6%; with 50% employer match about $194,085 at 4% or $129,390 at 6%; with 100% employer match about $145,563 at 4% or $97,042 at 6%.
2022113$4,176,996$176,456$13,574iApproximate average salary by contribution assumption: employee only about $339,338 at 4% or $226,226 at 6%; with 50% employer match about $226,226 at 4% or $150,817 at 6%; with 100% employer match about $169,669 at 4% or $113,113 at 6%.
Cottingham-Chalk & Associates Inc. Profit Sharing Plan & Trust-13$4,176,996$176,456$13,574iApproximate average salary by contribution assumption: employee only about $339,338 at 4% or $226,226 at 6%; with 50% employer match about $226,226 at 4% or $150,817 at 6%; with 100% employer match about $169,669 at 4% or $113,113 at 6%.
2021116$5,060,462$169,503$10,594iApproximate average salary by contribution assumption: employee only about $264,848 at 4% or $176,566 at 6%; with 50% employer match about $176,566 at 4% or $117,710 at 6%; with 100% employer match about $132,424 at 4% or $88,283 at 6%.
Cottingham-Chalk & Associates Inc. Profit Sharing Plan & Trust-16$5,060,462$169,503$10,594iApproximate average salary by contribution assumption: employee only about $264,848 at 4% or $176,566 at 6%; with 50% employer match about $176,566 at 4% or $117,710 at 6%; with 100% employer match about $132,424 at 4% or $88,283 at 6%.
2020115$4,371,279$140,495$9,366iApproximate average salary by contribution assumption: employee only about $234,158 at 4% or $156,106 at 6%; with 50% employer match about $156,106 at 4% or $104,070 at 6%; with 100% employer match about $117,079 at 4% or $78,053 at 6%.
Cottingham-Chalk & Associates Inc. Profit Sharing Plan & Trust-15$4,371,279$140,495$9,366iApproximate average salary by contribution assumption: employee only about $234,158 at 4% or $156,106 at 6%; with 50% employer match about $156,106 at 4% or $104,070 at 6%; with 100% employer match about $117,079 at 4% or $78,053 at 6%.
2019113$3,826,985$117,437$9,034iApproximate average salary by contribution assumption: employee only about $225,840 at 4% or $150,560 at 6%; with 50% employer match about $150,560 at 4% or $100,374 at 6%; with 100% employer match about $112,920 at 4% or $75,280 at 6%.
Cottingham-Chalk & Associates Inc. Profit Sharing Plan & Trust-13$3,826,985$117,437$9,034iApproximate average salary by contribution assumption: employee only about $225,840 at 4% or $150,560 at 6%; with 50% employer match about $150,560 at 4% or $100,374 at 6%; with 100% employer match about $112,920 at 4% or $75,280 at 6%.
201817$3,145,593$102,819$14,688iApproximate average salary by contribution assumption: employee only about $367,211 at 4% or $244,807 at 6%; with 50% employer match about $244,807 at 4% or $163,205 at 6%; with 100% employer match about $183,605 at 4% or $122,404 at 6%.
Cottingham-Chalk & Associates Inc. Profit Sharing Plan & Trust-7$3,145,593$102,819$14,688iApproximate average salary by contribution assumption: employee only about $367,211 at 4% or $244,807 at 6%; with 50% employer match about $244,807 at 4% or $163,205 at 6%; with 100% employer match about $183,605 at 4% or $122,404 at 6%.
201718$3,191,030$103,381$12,923iApproximate average salary by contribution assumption: employee only about $323,066 at 4% or $215,377 at 6%; with 50% employer match about $215,377 at 4% or $143,585 at 6%; with 100% employer match about $161,533 at 4% or $107,689 at 6%.
Cottingham-Chalk & Associates Inc. Profit Sharing Plan & Trust-8$3,191,030$103,381$12,923iApproximate average salary by contribution assumption: employee only about $323,066 at 4% or $215,377 at 6%; with 50% employer match about $215,377 at 4% or $143,585 at 6%; with 100% employer match about $161,533 at 4% or $107,689 at 6%.
201619$2,732,682$91,241$10,138iApproximate average salary by contribution assumption: employee only about $253,447 at 4% or $168,965 at 6%; with 50% employer match about $168,965 at 4% or $112,643 at 6%; with 100% employer match about $126,724 at 4% or $84,482 at 6%.
Cottingham-Chalk & Associates Inc. Profit Sharing Plan & Trust-9$2,732,682$91,241$10,138iApproximate average salary by contribution assumption: employee only about $253,447 at 4% or $168,965 at 6%; with 50% employer match about $168,965 at 4% or $112,643 at 6%; with 100% employer match about $126,724 at 4% or $84,482 at 6%.
2015111$5,194,312$159,054$14,459iApproximate average salary by contribution assumption: employee only about $361,486 at 4% or $240,991 at 6%; with 50% employer match about $240,991 at 4% or $160,661 at 6%; with 100% employer match about $180,743 at 4% or $120,495 at 6%.
Cottingham-Chalk & Associates Inc. Profit Sharing Plan & Trust-11$5,194,312$159,054$14,459iApproximate average salary by contribution assumption: employee only about $361,486 at 4% or $240,991 at 6%; with 50% employer match about $240,991 at 4% or $160,661 at 6%; with 100% employer match about $180,743 at 4% or $120,495 at 6%.
2014112$5,383,771$139,478$11,623iApproximate average salary by contribution assumption: employee only about $290,579 at 4% or $193,719 at 6%; with 50% employer match about $193,719 at 4% or $129,146 at 6%; with 100% employer match about $145,290 at 4% or $96,860 at 6%.
Cottingham-Chalk & Associates Inc. Profit Sharing Plan & Trust-12$5,383,771$139,478$11,623iApproximate average salary by contribution assumption: employee only about $290,579 at 4% or $193,719 at 6%; with 50% employer match about $193,719 at 4% or $129,146 at 6%; with 100% employer match about $145,290 at 4% or $96,860 at 6%.
2013114$5,086,585$150,537$10,753iApproximate average salary by contribution assumption: employee only about $268,816 at 4% or $179,211 at 6%; with 50% employer match about $179,211 at 4% or $119,474 at 6%; with 100% employer match about $134,408 at 4% or $89,605 at 6%.
Cottingham-Chalk & Associates Inc. Profit Sharing Plan & Trust-14$5,086,585$150,537$10,753iApproximate average salary by contribution assumption: employee only about $268,816 at 4% or $179,211 at 6%; with 50% employer match about $179,211 at 4% or $119,474 at 6%; with 100% employer match about $134,408 at 4% or $89,605 at 6%.
2012114$4,224,350$139,020$9,930iApproximate average salary by contribution assumption: employee only about $248,250 at 4% or $165,500 at 6%; with 50% employer match about $165,500 at 4% or $110,333 at 6%; with 100% employer match about $124,125 at 4% or $82,750 at 6%.
Cottingham-Chalk & Associates Inc. Profit Sharing Plan & Trust-14$4,224,350$139,020$9,930iApproximate average salary by contribution assumption: employee only about $248,250 at 4% or $165,500 at 6%; with 50% employer match about $165,500 at 4% or $110,333 at 6%; with 100% employer match about $124,125 at 4% or $82,750 at 6%.
2011114$3,608,874$153,868$10,991iApproximate average salary by contribution assumption: employee only about $274,764 at 4% or $183,176 at 6%; with 50% employer match about $183,176 at 4% or $122,117 at 6%; with 100% employer match about $137,382 at 4% or $91,588 at 6%.
Cottingham-Chalk & Associates Inc. Profit Sharing Plan & Trust-14$3,608,874$153,868$10,991iApproximate average salary by contribution assumption: employee only about $274,764 at 4% or $183,176 at 6%; with 50% employer match about $183,176 at 4% or $122,117 at 6%; with 100% employer match about $137,382 at 4% or $91,588 at 6%.
2010116$3,573,376$215,505$13,469iApproximate average salary by contribution assumption: employee only about $336,727 at 4% or $224,484 at 6%; with 50% employer match about $224,484 at 4% or $149,656 at 6%; with 100% employer match about $168,363 at 4% or $112,242 at 6%.
Cottingham-Chalk & Associates Inc. Profit Sharing Plan & Trust-16$3,573,376$215,505$13,469iApproximate average salary by contribution assumption: employee only about $336,727 at 4% or $224,484 at 6%; with 50% employer match about $224,484 at 4% or $149,656 at 6%; with 100% employer match about $168,363 at 4% or $112,242 at 6%.
2009117$3,069,490$145,460$8,556iApproximate average salary by contribution assumption: employee only about $213,912 at 4% or $142,608 at 6%; with 50% employer match about $142,608 at 4% or $95,072 at 6%; with 100% employer match about $106,956 at 4% or $71,304 at 6%.
Cottingham-Chalk & Associates Inc. Profit Sharing Plan & Trust-17$3,069,490$145,460$8,556iApproximate average salary by contribution assumption: employee only about $213,912 at 4% or $142,608 at 6%; with 50% employer match about $142,608 at 4% or $95,072 at 6%; with 100% employer match about $106,956 at 4% or $71,304 at 6%.
2008113$2,847,644$156,927$12,071iApproximate average salary by contribution assumption: employee only about $301,783 at 4% or $201,188 at 6%; with 50% employer match about $201,188 at 4% or $134,126 at 6%; with 100% employer match about $150,891 at 4% or $100,594 at 6%.
Cottingham-Chalk & Associates Inc. Profit Sharing Plan & Trust-13$2,847,644$156,927$12,071iApproximate average salary by contribution assumption: employee only about $301,783 at 4% or $201,188 at 6%; with 50% employer match about $201,188 at 4% or $134,126 at 6%; with 100% employer match about $150,891 at 4% or $100,594 at 6%.
2007114$0$0-
Cottingham-Chalk & Associates Inc. Profit Sharing Plan & Trust-14---
2006113$3,868,704$163,891$12,607iApproximate average salary by contribution assumption: employee only about $315,175 at 4% or $210,117 at 6%; with 50% employer match about $210,117 at 4% or $140,078 at 6%; with 100% employer match about $157,588 at 4% or $105,058 at 6%.
Cottingham-Chalk & Associates Inc. Profit Sharing Plan & Trust-13$3,868,704$163,891$12,607iApproximate average salary by contribution assumption: employee only about $315,175 at 4% or $210,117 at 6%; with 50% employer match about $210,117 at 4% or $140,078 at 6%; with 100% employer match about $157,588 at 4% or $105,058 at 6%.
2005112$3,312,287$92,007$7,667iApproximate average salary by contribution assumption: employee only about $191,681 at 4% or $127,788 at 6%; with 50% employer match about $127,788 at 4% or $85,192 at 6%; with 100% employer match about $95,841 at 4% or $63,894 at 6%.
Cottingham-Chalk & Associates Inc. Profit Sharing Plan & Trust-12$3,312,287$92,007$7,667iApproximate average salary by contribution assumption: employee only about $191,681 at 4% or $127,788 at 6%; with 50% employer match about $127,788 at 4% or $85,192 at 6%; with 100% employer match about $95,841 at 4% or $63,894 at 6%.
2004112$2,985,598$89,206$7,434iApproximate average salary by contribution assumption: employee only about $185,846 at 4% or $123,897 at 6%; with 50% employer match about $123,897 at 4% or $82,598 at 6%; with 100% employer match about $92,923 at 4% or $61,949 at 6%.
Cottingham-Chalk & Associates Inc. Profit Sharing Plan & Trust-12$2,985,598$89,206$7,434iApproximate average salary by contribution assumption: employee only about $185,846 at 4% or $123,897 at 6%; with 50% employer match about $123,897 at 4% or $82,598 at 6%; with 100% employer match about $92,923 at 4% or $61,949 at 6%.
2003113$2,692,153$83,545$6,427iApproximate average salary by contribution assumption: employee only about $160,663 at 4% or $107,109 at 6%; with 50% employer match about $107,109 at 4% or $71,406 at 6%; with 100% employer match about $80,332 at 4% or $53,554 at 6%.
Cottingham-Chalk & Associates Inc. Profit Sharing Plan & Trust-13$2,692,153$83,545$6,427iApproximate average salary by contribution assumption: employee only about $160,663 at 4% or $107,109 at 6%; with 50% employer match about $107,109 at 4% or $71,406 at 6%; with 100% employer match about $80,332 at 4% or $53,554 at 6%.
2002110$2,102,805$73,507$7,351iApproximate average salary by contribution assumption: employee only about $183,768 at 4% or $122,512 at 6%; with 50% employer match about $122,512 at 4% or $81,674 at 6%; with 100% employer match about $91,884 at 4% or $61,256 at 6%.
Cottingham-Chalk & Associates Inc. Profit Sharing Plan & Trust-10$2,102,805$73,507$7,351iApproximate average salary by contribution assumption: employee only about $183,768 at 4% or $122,512 at 6%; with 50% employer match about $122,512 at 4% or $81,674 at 6%; with 100% employer match about $91,884 at 4% or $61,256 at 6%.
2001111$0$0-
Cottingham-Chalk & Associates Inc. Profit Sharing Plan & Trust-11---
2000110$2,643,951$85,307$8,531iApproximate average salary by contribution assumption: employee only about $213,268 at 4% or $142,178 at 6%; with 50% employer match about $142,178 at 4% or $94,786 at 6%; with 100% employer match about $106,634 at 4% or $71,089 at 6%.
Cottingham-Chalk & Associates Inc. Profit Sharing Plan & Trust-10$2,643,951$85,307$8,531iApproximate average salary by contribution assumption: employee only about $213,268 at 4% or $142,178 at 6%; with 50% employer match about $142,178 at 4% or $94,786 at 6%; with 100% employer match about $106,634 at 4% or $71,089 at 6%.
1999111$3,093,136$55,239$5,022iApproximate average salary by contribution assumption: employee only about $125,543 at 4% or $83,695 at 6%; with 50% employer match about $83,695 at 4% or $55,797 at 6%; with 100% employer match about $62,772 at 4% or $41,848 at 6%.
Cottingham-Chalk & Associates Inc. Profit Sharing Plan & Trust-11$3,093,136$55,239$5,022iApproximate average salary by contribution assumption: employee only about $125,543 at 4% or $83,695 at 6%; with 50% employer match about $83,695 at 4% or $55,797 at 6%; with 100% employer match about $62,772 at 4% or $41,848 at 6%.