Civic Intelligence

Coleman Huntoon & Brown PLLC

Plan context: 401K Age Weighted Profit Sharing Plan & Trust for Balbirer & Coleman

EIN 56-1422914 • Chapel Hill, NC • 33 filings • 8 plans

100 Europa Dr Ste 445Chapel Hill, NC 27517
Current Snapshot

Latest Year

2024

2024 Participants

26

2024 Assets

$11,818,229

2024 Contributions

$1,413,380

Historical Graphs

Total Assets Over Time

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

$11,818,229$5,909,115$0199920142023YearValue
$11,818,229Latest year 2023

Participants Over Time

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

26130199920112023YearValue
26Latest year 2023

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
202410$0$0-
Coleman Huntoon & Brown PLLC Cash Balance Plan-0$0--
2023326$11,818,229$1,413,380$54,361iApproximate average salary by contribution assumption: employee only about $1,359,019 at 4% or $906,013 at 6%; with 50% employer match about $906,013 at 4% or $604,009 at 6%; with 100% employer match about $679,510 at 4% or $453,006 at 6%.
401K Age Weighted Profit Sharing Plan & Trust for Balbirer & Coleman-26$9,807,044$478,144$18,390iApproximate average salary by contribution assumption: employee only about $459,754 at 4% or $306,503 at 6%; with 50% employer match about $306,503 at 4% or $204,335 at 6%; with 100% employer match about $229,877 at 4% or $153,251 at 6%.
Coleman Huntoon & Brown PLLC Cash Balance Plan-18$2,011,185$935,236$51,958iApproximate average salary by contribution assumption: employee only about $1,298,939 at 4% or $865,959 at 6%; with 50% employer match about $865,959 at 4% or $577,306 at 6%; with 100% employer match about $649,469 at 4% or $432,980 at 6%.
401K Age Weighted Profit Sharing Plan & Trust for Balbirer & Coleman-0$0--
2022222$9,219,948$958,226$43,556iApproximate average salary by contribution assumption: employee only about $1,088,893 at 4% or $725,929 at 6%; with 50% employer match about $725,929 at 4% or $483,953 at 6%; with 100% employer match about $544,447 at 4% or $362,964 at 6%.
401K Age Weighted Profit Sharing Plan & Trust for Balbirer & Coleman-22$8,181,698$597,041$27,138iApproximate average salary by contribution assumption: employee only about $678,456 at 4% or $452,304 at 6%; with 50% employer match about $452,304 at 4% or $301,536 at 6%; with 100% employer match about $339,228 at 4% or $226,152 at 6%.
Coleman Huntoon & Brown PLLC Cash Balance Plan-16$1,038,250$361,185$22,574iApproximate average salary by contribution assumption: employee only about $564,352 at 4% or $376,234 at 6%; with 50% employer match about $376,234 at 4% or $250,823 at 6%; with 100% employer match about $282,176 at 4% or $188,117 at 6%.
2021220$9,810,938$772,779$38,639iApproximate average salary by contribution assumption: employee only about $965,974 at 4% or $643,983 at 6%; with 50% employer match about $643,983 at 4% or $429,322 at 6%; with 100% employer match about $482,987 at 4% or $321,991 at 6%.
401K Age Weighted Profit Sharing Plan & Trust for Balbirer & Coleman-20$9,074,478$496,866$24,843iApproximate average salary by contribution assumption: employee only about $621,083 at 4% or $414,055 at 6%; with 50% employer match about $414,055 at 4% or $276,037 at 6%; with 100% employer match about $310,541 at 4% or $207,028 at 6%.
Coleman Huntoon & Brown PLLC Cash Balance Plan-15$736,460$275,913$18,394iApproximate average salary by contribution assumption: employee only about $459,855 at 4% or $306,570 at 6%; with 50% employer match about $306,570 at 4% or $204,380 at 6%; with 100% employer match about $229,928 at 4% or $153,285 at 6%.
2020220$8,271,951$645,478$32,274iApproximate average salary by contribution assumption: employee only about $806,848 at 4% or $537,898 at 6%; with 50% employer match about $537,898 at 4% or $358,599 at 6%; with 100% employer match about $403,424 at 4% or $268,949 at 6%.
401K Age Weighted Profit Sharing Plan & Trust for Balbirer & Coleman-20$7,834,102$436,083$21,804iApproximate average salary by contribution assumption: employee only about $545,104 at 4% or $363,403 at 6%; with 50% employer match about $363,403 at 4% or $242,268 at 6%; with 100% employer match about $272,552 at 4% or $181,701 at 6%.
Coleman Huntoon & Brown PLLC Cash Balance Plan-14$437,849$209,395$14,957iApproximate average salary by contribution assumption: employee only about $373,920 at 4% or $249,280 at 6%; with 50% employer match about $249,280 at 4% or $166,187 at 6%; with 100% employer match about $186,960 at 4% or $124,640 at 6%.
2019220$6,948,254$617,647$30,882iApproximate average salary by contribution assumption: employee only about $772,059 at 4% or $514,706 at 6%; with 50% employer match about $514,706 at 4% or $343,137 at 6%; with 100% employer match about $386,029 at 4% or $257,353 at 6%.
401K Age Weighted Profit Sharing Plan & Trust for Balbirer & Coleman-20$6,739,389$408,782$20,439iApproximate average salary by contribution assumption: employee only about $510,977 at 4% or $340,652 at 6%; with 50% employer match about $340,652 at 4% or $227,101 at 6%; with 100% employer match about $255,489 at 4% or $170,326 at 6%.
Coleman Huntoon & Brown PLLC Cash Balance Plan-13$208,865$208,865$16,067iApproximate average salary by contribution assumption: employee only about $401,663 at 4% or $267,776 at 6%; with 50% employer match about $267,776 at 4% or $178,517 at 6%; with 100% employer match about $200,832 at 4% or $133,888 at 6%.
2018119$5,400,697$392,283$20,646iApproximate average salary by contribution assumption: employee only about $516,162 at 4% or $344,108 at 6%; with 50% employer match about $344,108 at 4% or $229,405 at 6%; with 100% employer match about $258,081 at 4% or $172,054 at 6%.
401K Age Weighted Profit Sharing Plan & Trust for Balbirer & Coleman-19$5,400,697$392,283$20,646iApproximate average salary by contribution assumption: employee only about $516,162 at 4% or $344,108 at 6%; with 50% employer match about $344,108 at 4% or $229,405 at 6%; with 100% employer match about $258,081 at 4% or $172,054 at 6%.
2017118$5,448,649$381,261$21,181iApproximate average salary by contribution assumption: employee only about $529,529 at 4% or $353,019 at 6%; with 50% employer match about $353,019 at 4% or $235,346 at 6%; with 100% employer match about $264,765 at 4% or $176,510 at 6%.
401K Age Weighted Profit Sharing Plan & Trust for Balbirer & Coleman-18$5,448,649$381,261$21,181iApproximate average salary by contribution assumption: employee only about $529,529 at 4% or $353,019 at 6%; with 50% employer match about $353,019 at 4% or $235,346 at 6%; with 100% employer match about $264,765 at 4% or $176,510 at 6%.
2016118$4,508,070$348,566$19,365iApproximate average salary by contribution assumption: employee only about $484,119 at 4% or $322,746 at 6%; with 50% employer match about $322,746 at 4% or $215,164 at 6%; with 100% employer match about $242,060 at 4% or $161,373 at 6%.
401K Age Weighted Profit Sharing Plan & Trust for Balbirer & Coleman-18$4,508,070$348,566$19,365iApproximate average salary by contribution assumption: employee only about $484,119 at 4% or $322,746 at 6%; with 50% employer match about $322,746 at 4% or $215,164 at 6%; with 100% employer match about $242,060 at 4% or $161,373 at 6%.
2015118$4,016,680$352,275$19,571iApproximate average salary by contribution assumption: employee only about $489,271 at 4% or $326,181 at 6%; with 50% employer match about $326,181 at 4% or $217,454 at 6%; with 100% employer match about $244,635 at 4% or $163,090 at 6%.
401K Age Weighted Profit Sharing Plan & Trust for Balbirer & Coleman-18$4,016,680$352,275$19,571iApproximate average salary by contribution assumption: employee only about $489,271 at 4% or $326,181 at 6%; with 50% employer match about $326,181 at 4% or $217,454 at 6%; with 100% employer match about $244,635 at 4% or $163,090 at 6%.
2014118$3,760,265$367,626$20,424iApproximate average salary by contribution assumption: employee only about $510,592 at 4% or $340,394 at 6%; with 50% employer match about $340,394 at 4% or $226,930 at 6%; with 100% employer match about $255,296 at 4% or $170,197 at 6%.
401K Age Weighted Profit Sharing Plan & Trust for Balbirer & Coleman-18$3,760,265$367,626$20,424iApproximate average salary by contribution assumption: employee only about $510,592 at 4% or $340,394 at 6%; with 50% employer match about $340,394 at 4% or $226,930 at 6%; with 100% employer match about $255,296 at 4% or $170,197 at 6%.
2013119$3,444,514$331,067$17,425iApproximate average salary by contribution assumption: employee only about $435,614 at 4% or $290,410 at 6%; with 50% employer match about $290,410 at 4% or $193,606 at 6%; with 100% employer match about $217,807 at 4% or $145,205 at 6%.
401K Age Weighted Profit Sharing Plan & Trust for Balbirer & Coleman-19$3,444,514$331,067$17,425iApproximate average salary by contribution assumption: employee only about $435,614 at 4% or $290,410 at 6%; with 50% employer match about $290,410 at 4% or $193,606 at 6%; with 100% employer match about $217,807 at 4% or $145,205 at 6%.
2012117$2,801,981$248,180$14,599iApproximate average salary by contribution assumption: employee only about $364,971 at 4% or $243,314 at 6%; with 50% employer match about $243,314 at 4% or $162,209 at 6%; with 100% employer match about $182,485 at 4% or $121,657 at 6%.
401K Age Weighted Profit Sharing Plan & Trust for Balbirer & Coleman-17$2,801,981$248,180$14,599iApproximate average salary by contribution assumption: employee only about $364,971 at 4% or $243,314 at 6%; with 50% employer match about $243,314 at 4% or $162,209 at 6%; with 100% employer match about $182,485 at 4% or $121,657 at 6%.
2011118$2,349,413$219,680$12,204iApproximate average salary by contribution assumption: employee only about $305,111 at 4% or $203,407 at 6%; with 50% employer match about $203,407 at 4% or $135,605 at 6%; with 100% employer match about $152,556 at 4% or $101,704 at 6%.
401K Age Weighted Profit Sharing Plan & Trust for Balbirer & Coleman-18$2,349,413$219,680$12,204iApproximate average salary by contribution assumption: employee only about $305,111 at 4% or $203,407 at 6%; with 50% employer match about $203,407 at 4% or $135,605 at 6%; with 100% employer match about $152,556 at 4% or $101,704 at 6%.
2010121$2,192,231$250,782$11,942iApproximate average salary by contribution assumption: employee only about $298,550 at 4% or $199,033 at 6%; with 50% employer match about $199,033 at 4% or $132,689 at 6%; with 100% employer match about $149,275 at 4% or $99,517 at 6%.
401K Age Weighted Profit Sharing Plan & Trust for Balbirer & Coleman-21$2,192,231$250,782$11,942iApproximate average salary by contribution assumption: employee only about $298,550 at 4% or $199,033 at 6%; with 50% employer match about $199,033 at 4% or $132,689 at 6%; with 100% employer match about $149,275 at 4% or $99,517 at 6%.
2009118$1,909,785$185,439$10,302iApproximate average salary by contribution assumption: employee only about $257,554 at 4% or $171,703 at 6%; with 50% employer match about $171,703 at 4% or $114,469 at 6%; with 100% employer match about $128,777 at 4% or $85,851 at 6%.
401K Age Weighted Profit Sharing Plan & Trust for Balbirer & Coleman-18$1,909,785$185,439$10,302iApproximate average salary by contribution assumption: employee only about $257,554 at 4% or $171,703 at 6%; with 50% employer match about $171,703 at 4% or $114,469 at 6%; with 100% employer match about $128,777 at 4% or $85,851 at 6%.
2008113$0$0-
401K Age Weighted Profit Sharing Plan & Trust for Balbirer & Coleman-13---
2007113$0$0-
401K Age Weighted Profit Sharing Plan & Trust for Balbirer & Coleman-13---
2006118$1,880,832$181,329$10,074iApproximate average salary by contribution assumption: employee only about $251,846 at 4% or $167,897 at 6%; with 50% employer match about $167,897 at 4% or $111,931 at 6%; with 100% employer match about $125,923 at 4% or $83,949 at 6%.
401K Age Weighted Profit Sharing Plan & Trust for Balbirer & Coleman-18$1,880,832$181,329$10,074iApproximate average salary by contribution assumption: employee only about $251,846 at 4% or $167,897 at 6%; with 50% employer match about $167,897 at 4% or $111,931 at 6%; with 100% employer match about $125,923 at 4% or $83,949 at 6%.
2005117$1,587,221$161,243$9,485iApproximate average salary by contribution assumption: employee only about $237,122 at 4% or $158,081 at 6%; with 50% employer match about $158,081 at 4% or $105,388 at 6%; with 100% employer match about $118,561 at 4% or $79,041 at 6%.
401K Age Weighted Profit Sharing Plan & Trust for Balbirer & Coleman-17$1,587,221$161,243$9,485iApproximate average salary by contribution assumption: employee only about $237,122 at 4% or $158,081 at 6%; with 50% employer match about $158,081 at 4% or $105,388 at 6%; with 100% employer match about $118,561 at 4% or $79,041 at 6%.
2004120$1,347,790$149,788$7,489iApproximate average salary by contribution assumption: employee only about $187,235 at 4% or $124,823 at 6%; with 50% employer match about $124,823 at 4% or $83,216 at 6%; with 100% employer match about $93,618 at 4% or $62,412 at 6%.
401K Age Weighted Profit Sharing Plan & Trust for Balbirer & Coleman-20$1,347,790$149,788$7,489iApproximate average salary by contribution assumption: employee only about $187,235 at 4% or $124,823 at 6%; with 50% employer match about $124,823 at 4% or $83,216 at 6%; with 100% employer match about $93,618 at 4% or $62,412 at 6%.
2003120$0$0-
401K Age Weighted Profit Sharing Plan & Trust for Balbirer & Coleman-20---
2002115$847,388$135,020$9,001iApproximate average salary by contribution assumption: employee only about $225,033 at 4% or $150,022 at 6%; with 50% employer match about $150,022 at 4% or $100,015 at 6%; with 100% employer match about $112,517 at 4% or $75,011 at 6%.
401K Age Weighted Profit Sharing Plan & Trust for Balbirer & Coleman-15$847,388$135,020$9,001iApproximate average salary by contribution assumption: employee only about $225,033 at 4% or $150,022 at 6%; with 50% employer match about $150,022 at 4% or $100,015 at 6%; with 100% employer match about $112,517 at 4% or $75,011 at 6%.
2001214$0$0-
401K Age Weighted Profit Sharing Plan & Trust for Balbirer & Coleman-14---
401K Age Weighted Profit Sharing Plan & Trust for Balbirer & Coleman-14---
2000113$0$0-
401K Age Weighted Profit Sharing Plan & Trust for Balbirer & Coleman-13---
1999113$784,344$105,340$8,103iApproximate average salary by contribution assumption: employee only about $202,577 at 4% or $135,051 at 6%; with 50% employer match about $135,051 at 4% or $90,034 at 6%; with 100% employer match about $101,288 at 4% or $67,526 at 6%.
401K Age Weighted Profit Sharing Plan & Trust for Balbirer & Coleman-13$784,344$105,340$8,103iApproximate average salary by contribution assumption: employee only about $202,577 at 4% or $135,051 at 6%; with 50% employer match about $135,051 at 4% or $90,034 at 6%; with 100% employer match about $101,288 at 4% or $67,526 at 6%.