Civic Intelligence

MBL ADVISORS, INC.

Plan context: MBL ADVISORS INC. 401(K) PROFIT SHARING PLAN

EIN 56-1475885 • Charlotte, NC • 17 filings • 6 plans

301 S Mcdowell StreetSuite 1100Charlotte, NC 28204
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$2,245,789

2025 Contributions

$414,939

Historical Graphs

Total Assets Over Time

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

$2,991,694$1,495,847$0200920172025YearValue
$2,245,789Latest year 2025

Participants Over Time

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

1260200920172025YearValue
12Latest year 2025

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
2025112$2,245,789$414,939$34,578iApproximate average salary by contribution assumption: employee only about $864,456 at 4% or $576,304 at 6%; with 50% employer match about $576,304 at 4% or $384,203 at 6%; with 100% employer match about $432,228 at 4% or $288,152 at 6%.
MBL ADVISORS INC. 401(K) PROFIT SHARING PLAN-12$2,245,789$414,939$34,578iApproximate average salary by contribution assumption: employee only about $864,456 at 4% or $576,304 at 6%; with 50% employer match about $576,304 at 4% or $384,203 at 6%; with 100% employer match about $432,228 at 4% or $288,152 at 6%.
2024112$2,991,694$360,668$30,056iApproximate average salary by contribution assumption: employee only about $751,392 at 4% or $500,928 at 6%; with 50% employer match about $500,928 at 4% or $333,952 at 6%; with 100% employer match about $375,696 at 4% or $250,464 at 6%.
MBL ADVISORS INC. 401(K) PROFIT SHARING PLAN-12$2,991,694$360,668$30,056iApproximate average salary by contribution assumption: employee only about $751,392 at 4% or $500,928 at 6%; with 50% employer match about $500,928 at 4% or $333,952 at 6%; with 100% employer match about $375,696 at 4% or $250,464 at 6%.
2023111$2,322,977$317,071$28,825iApproximate average salary by contribution assumption: employee only about $720,616 at 4% or $480,411 at 6%; with 50% employer match about $480,411 at 4% or $320,274 at 6%; with 100% employer match about $360,308 at 4% or $240,205 at 6%.
MBL ADVISORS INC. 401(K) PROFIT SHARING PLAN-11$2,322,977$317,071$28,825iApproximate average salary by contribution assumption: employee only about $720,616 at 4% or $480,411 at 6%; with 50% employer match about $480,411 at 4% or $320,274 at 6%; with 100% employer match about $360,308 at 4% or $240,205 at 6%.
2022110$1,664,924$255,302$25,530iApproximate average salary by contribution assumption: employee only about $638,255 at 4% or $425,503 at 6%; with 50% employer match about $425,503 at 4% or $283,669 at 6%; with 100% employer match about $319,128 at 4% or $212,752 at 6%.
MBL ADVISORS INC. 401(K) PROFIT SHARING PLAN-10$1,664,924$255,302$25,530iApproximate average salary by contribution assumption: employee only about $638,255 at 4% or $425,503 at 6%; with 50% employer match about $425,503 at 4% or $283,669 at 6%; with 100% employer match about $319,128 at 4% or $212,752 at 6%.
2021110$1,755,228$223,576$22,358iApproximate average salary by contribution assumption: employee only about $558,940 at 4% or $372,627 at 6%; with 50% employer match about $372,627 at 4% or $248,418 at 6%; with 100% employer match about $279,470 at 4% or $186,313 at 6%.
MBL ADVISORS INC. 401(K) PROFIT SHARING PLAN AND TRUST-10$1,755,228$223,576$22,358iApproximate average salary by contribution assumption: employee only about $558,940 at 4% or $372,627 at 6%; with 50% employer match about $372,627 at 4% or $248,418 at 6%; with 100% employer match about $279,470 at 4% or $186,313 at 6%.
202019$1,305,981$207,122$23,014iApproximate average salary by contribution assumption: employee only about $575,339 at 4% or $383,559 at 6%; with 50% employer match about $383,559 at 4% or $255,706 at 6%; with 100% employer match about $287,669 at 4% or $191,780 at 6%.
MBL ADVISORS INC. 401(K) PROFIT SHARING PLAN AND TRUST-9$1,305,981$207,122$23,014iApproximate average salary by contribution assumption: employee only about $575,339 at 4% or $383,559 at 6%; with 50% employer match about $383,559 at 4% or $255,706 at 6%; with 100% employer match about $287,669 at 4% or $191,780 at 6%.
201918$1,000,694$114,021$14,253iApproximate average salary by contribution assumption: employee only about $356,316 at 4% or $237,544 at 6%; with 50% employer match about $237,544 at 4% or $158,363 at 6%; with 100% employer match about $178,158 at 4% or $118,772 at 6%.
MBL ADVISORS INC. 401(K) PROFIT SHARING PLAN AND TRUST-8$1,000,694$114,021$14,253iApproximate average salary by contribution assumption: employee only about $356,316 at 4% or $237,544 at 6%; with 50% employer match about $237,544 at 4% or $158,363 at 6%; with 100% employer match about $178,158 at 4% or $118,772 at 6%.
201815$932,870$73,585$14,717iApproximate average salary by contribution assumption: employee only about $367,925 at 4% or $245,283 at 6%; with 50% employer match about $245,283 at 4% or $163,522 at 6%; with 100% employer match about $183,963 at 4% or $122,642 at 6%.
MBL ADVISORS INC. 401(K) PROFIT SHARING PLAN AND TRUST-5$932,870$73,585$14,717iApproximate average salary by contribution assumption: employee only about $367,925 at 4% or $245,283 at 6%; with 50% employer match about $245,283 at 4% or $163,522 at 6%; with 100% employer match about $183,963 at 4% or $122,642 at 6%.
201719$967,444$142,493$15,833iApproximate average salary by contribution assumption: employee only about $395,814 at 4% or $263,876 at 6%; with 50% employer match about $263,876 at 4% or $175,917 at 6%; with 100% employer match about $197,907 at 4% or $131,938 at 6%.
MBL ADVISORS INC. 401(K) PROFIT SHARING PLAN AND TRUST-9$967,444$142,493$15,833iApproximate average salary by contribution assumption: employee only about $395,814 at 4% or $263,876 at 6%; with 50% employer match about $263,876 at 4% or $175,917 at 6%; with 100% employer match about $197,907 at 4% or $131,938 at 6%.
201618$693,207$97,985$12,248iApproximate average salary by contribution assumption: employee only about $306,203 at 4% or $204,135 at 6%; with 50% employer match about $204,135 at 4% or $136,090 at 6%; with 100% employer match about $153,102 at 4% or $102,068 at 6%.
MBL ADVISORS INC. 401(K) PROFIT SHARING PLAN AND TRUST-8$693,207$97,985$12,248iApproximate average salary by contribution assumption: employee only about $306,203 at 4% or $204,135 at 6%; with 50% employer match about $204,135 at 4% or $136,090 at 6%; with 100% employer match about $153,102 at 4% or $102,068 at 6%.
201518$545,545$88,804$11,101iApproximate average salary by contribution assumption: employee only about $277,513 at 4% or $185,008 at 6%; with 50% employer match about $185,008 at 4% or $123,339 at 6%; with 100% employer match about $138,756 at 4% or $92,504 at 6%.
MBL ADVISORS INC. 401(K) PROFIT SHARING PLAN AND T-8$545,545$88,804$11,101iApproximate average salary by contribution assumption: employee only about $277,513 at 4% or $185,008 at 6%; with 50% employer match about $185,008 at 4% or $123,339 at 6%; with 100% employer match about $138,756 at 4% or $92,504 at 6%.
201417$473,575$51,727$7,390iApproximate average salary by contribution assumption: employee only about $184,739 at 4% or $123,160 at 6%; with 50% employer match about $123,160 at 4% or $82,106 at 6%; with 100% employer match about $92,370 at 4% or $61,580 at 6%.
MBL ADVISORS INC. 401(K) PROFIT SHARING PLAN AND-7$473,575$51,727$7,390iApproximate average salary by contribution assumption: employee only about $184,739 at 4% or $123,160 at 6%; with 50% employer match about $123,160 at 4% or $82,106 at 6%; with 100% employer match about $92,370 at 4% or $61,580 at 6%.
201318$405,346$118,706$14,838iApproximate average salary by contribution assumption: employee only about $370,956 at 4% or $247,304 at 6%; with 50% employer match about $247,304 at 4% or $164,869 at 6%; with 100% employer match about $185,478 at 4% or $123,652 at 6%.
MBL ADVISORS INC. 401(K) PROFIT SHARING PLAN AND-8$405,346$118,706$14,838iApproximate average salary by contribution assumption: employee only about $370,956 at 4% or $247,304 at 6%; with 50% employer match about $247,304 at 4% or $164,869 at 6%; with 100% employer match about $185,478 at 4% or $123,652 at 6%.
201217$207,999$103,736$14,819iApproximate average salary by contribution assumption: employee only about $370,486 at 4% or $246,990 at 6%; with 50% employer match about $246,990 at 4% or $164,660 at 6%; with 100% employer match about $185,243 at 4% or $123,495 at 6%.
MBL ADVISORS INC 401 K PROFIT SHARING PLAN TRUST-7$207,999$103,736$14,819iApproximate average salary by contribution assumption: employee only about $370,486 at 4% or $246,990 at 6%; with 50% employer match about $246,990 at 4% or $164,660 at 6%; with 100% employer match about $185,243 at 4% or $123,495 at 6%.
201117$174,390$92,235$13,176iApproximate average salary by contribution assumption: employee only about $329,411 at 4% or $219,607 at 6%; with 50% employer match about $219,607 at 4% or $146,405 at 6%; with 100% employer match about $164,705 at 4% or $109,804 at 6%.
MBL ADVISORS INC 401 K PROFIT SHARING PLAN TRUST-7$174,390$92,235$13,176iApproximate average salary by contribution assumption: employee only about $329,411 at 4% or $219,607 at 6%; with 50% employer match about $219,607 at 4% or $146,405 at 6%; with 100% employer match about $164,705 at 4% or $109,804 at 6%.
201016$93,506$84,828$14,138iApproximate average salary by contribution assumption: employee only about $353,450 at 4% or $235,633 at 6%; with 50% employer match about $235,633 at 4% or $157,089 at 6%; with 100% employer match about $176,725 at 4% or $117,817 at 6%.
MBL ADVISORS INC 401 K PROFIT SHARING PLAN TRUST-6$93,506$84,828$14,138iApproximate average salary by contribution assumption: employee only about $353,450 at 4% or $235,633 at 6%; with 50% employer match about $235,633 at 4% or $157,089 at 6%; with 100% employer match about $176,725 at 4% or $117,817 at 6%.
200911$19$19$19iApproximate average salary by contribution assumption: employee only about $475 at 4% or $317 at 6%; with 50% employer match about $317 at 4% or $211 at 6%; with 100% employer match about $238 at 4% or $158 at 6%.
MBL ADVISORS INC-1$19$19$19iApproximate average salary by contribution assumption: employee only about $475 at 4% or $317 at 6%; with 50% employer match about $317 at 4% or $211 at 6%; with 100% employer match about $238 at 4% or $158 at 6%.
MBL ADVISORS, INC. | EIN 56-1475885 | 2025 Form 5500 Company Profile