Civic Intelligence

Andreoli & Associates Inc

Plan context: Andreoli & Associates 401(K) Plan

EIN 56-1495180 • Huntersville, NC • 13 filings • 5 plans

13801 Reese Blvd WSte 200Huntersville, NC 28078
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$683,500

2024 Contributions

$66,495

Historical Graphs

Total Assets Over Time

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

$698,402$349,201$0200320202024YearValue
$683,500Latest year 2024

Participants Over Time

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

1370200120192024YearValue
13Latest 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
2024113$683,500$66,495$5,115iApproximate average salary by contribution assumption: employee only about $127,875 at 4% or $85,250 at 6%; with 50% employer match about $85,250 at 4% or $56,833 at 6%; with 100% employer match about $63,938 at 4% or $42,625 at 6%.
Andreoli & Associates 401(K) Plan-13$683,500$66,495$5,115iApproximate average salary by contribution assumption: employee only about $127,875 at 4% or $85,250 at 6%; with 50% employer match about $85,250 at 4% or $56,833 at 6%; with 100% employer match about $63,938 at 4% or $42,625 at 6%.
2023113$698,402$114,788$8,830iApproximate average salary by contribution assumption: employee only about $220,746 at 4% or $147,164 at 6%; with 50% employer match about $147,164 at 4% or $98,109 at 6%; with 100% employer match about $110,373 at 4% or $73,582 at 6%.
Andreoli & Associates 401(K) Plan-13$698,402$114,788$8,830iApproximate average salary by contribution assumption: employee only about $220,746 at 4% or $147,164 at 6%; with 50% employer match about $147,164 at 4% or $98,109 at 6%; with 100% employer match about $110,373 at 4% or $73,582 at 6%.
2022111$464,113$115,848$10,532iApproximate average salary by contribution assumption: employee only about $263,291 at 4% or $175,527 at 6%; with 50% employer match about $175,527 at 4% or $117,018 at 6%; with 100% employer match about $131,645 at 4% or $87,764 at 6%.
Andreoli & Associates 401(K) Plan-11$464,113$115,848$10,532iApproximate average salary by contribution assumption: employee only about $263,291 at 4% or $175,527 at 6%; with 50% employer match about $175,527 at 4% or $117,018 at 6%; with 100% employer match about $131,645 at 4% or $87,764 at 6%.
2021111$447,135$122,770$11,161iApproximate average salary by contribution assumption: employee only about $279,023 at 4% or $186,015 at 6%; with 50% employer match about $186,015 at 4% or $124,010 at 6%; with 100% employer match about $139,511 at 4% or $93,008 at 6%.
Andreoli & Associates 401(K) Plan-11$447,135$122,770$11,161iApproximate average salary by contribution assumption: employee only about $279,023 at 4% or $186,015 at 6%; with 50% employer match about $186,015 at 4% or $124,010 at 6%; with 100% employer match about $139,511 at 4% or $93,008 at 6%.
202019$255,549$113,459$12,607iApproximate average salary by contribution assumption: employee only about $315,164 at 4% or $210,109 at 6%; with 50% employer match about $210,109 at 4% or $140,073 at 6%; with 100% employer match about $157,582 at 4% or $105,055 at 6%.
Andreoli & Associates 401(K) Plan-9$255,549$113,459$12,607iApproximate average salary by contribution assumption: employee only about $315,164 at 4% or $210,109 at 6%; with 50% employer match about $210,109 at 4% or $140,073 at 6%; with 100% employer match about $157,582 at 4% or $105,055 at 6%.
201919$100,285$92,770$10,308iApproximate average salary by contribution assumption: employee only about $257,694 at 4% or $171,796 at 6%; with 50% employer match about $171,796 at 4% or $114,531 at 6%; with 100% employer match about $128,847 at 4% or $85,898 at 6%.
Andreoli & Associates 401(K) Plan-9$100,285$92,770$10,308iApproximate average salary by contribution assumption: employee only about $257,694 at 4% or $171,796 at 6%; with 50% employer match about $171,796 at 4% or $114,531 at 6%; with 100% employer match about $128,847 at 4% or $85,898 at 6%.
200910$0$0-
Andreoli & Associates Inc Retirement Savings Plan-0---
200618$425,828$33,722$4,215iApproximate average salary by contribution assumption: employee only about $105,381 at 4% or $70,254 at 6%; with 50% employer match about $70,254 at 4% or $46,836 at 6%; with 100% employer match about $52,691 at 4% or $35,127 at 6%.
Andreoli & Associates Inc Retirement Savings Plan-8$425,828$33,722$4,215iApproximate average salary by contribution assumption: employee only about $105,381 at 4% or $70,254 at 6%; with 50% employer match about $70,254 at 4% or $46,836 at 6%; with 100% employer match about $52,691 at 4% or $35,127 at 6%.
200518$340,005$32,943$4,118iApproximate average salary by contribution assumption: employee only about $102,947 at 4% or $68,631 at 6%; with 50% employer match about $68,631 at 4% or $45,754 at 6%; with 100% employer match about $51,473 at 4% or $34,316 at 6%.
Andreoli & Associates Inc Retirement Savings Plan-8$340,005$32,943$4,118iApproximate average salary by contribution assumption: employee only about $102,947 at 4% or $68,631 at 6%; with 50% employer match about $68,631 at 4% or $45,754 at 6%; with 100% employer match about $51,473 at 4% or $34,316 at 6%.
200418$278,513$31,613$3,952iApproximate average salary by contribution assumption: employee only about $98,791 at 4% or $65,860 at 6%; with 50% employer match about $65,860 at 4% or $43,907 at 6%; with 100% employer match about $49,395 at 4% or $32,930 at 6%.
Andreoli & Associates Inc Retirement Savings Plan-8$278,513$31,613$3,952iApproximate average salary by contribution assumption: employee only about $98,791 at 4% or $65,860 at 6%; with 50% employer match about $65,860 at 4% or $43,907 at 6%; with 100% employer match about $49,395 at 4% or $32,930 at 6%.
200317$214,584$26,229$3,747iApproximate average salary by contribution assumption: employee only about $93,675 at 4% or $62,450 at 6%; with 50% employer match about $62,450 at 4% or $41,633 at 6%; with 100% employer match about $46,838 at 4% or $31,225 at 6%.
Andreoli & Associates Inc Retirement Savings Plan-7$214,584$26,229$3,747iApproximate average salary by contribution assumption: employee only about $93,675 at 4% or $62,450 at 6%; with 50% employer match about $62,450 at 4% or $41,633 at 6%; with 100% employer match about $46,838 at 4% or $31,225 at 6%.
200218$0$0-
Andreoli & Associates Inc Retirement Savings Plan-8---
200118$0$0-
Andreoli & Associates Inc Retirement Savings Plan-8---