Civic Intelligence

Preferred Sources Inc.

Plan context: Preferred Sources Inc. 401 K Profit Sharing Plan

EIN 56-1642020 • Charlotte, NC • 25 filings • 7 plans

PO Box 7829Charlotte, NC 28241
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$3,751,355

2024 Contributions

$319,575

Historical Graphs

Total Assets Over Time

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

$3,751,355$1,875,678$0199920152024YearValue
$3,751,355Latest year 2024

Participants Over Time

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

1790199920142024YearValue
16Latest 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
2024116$3,751,355$319,575$19,973iApproximate average salary by contribution assumption: employee only about $499,336 at 4% or $332,891 at 6%; with 50% employer match about $332,891 at 4% or $221,927 at 6%; with 100% employer match about $249,668 at 4% or $166,445 at 6%.
Preferred Sources Inc. 401 K Profit Sharing Plan-16$3,751,355$319,575$19,973iApproximate average salary by contribution assumption: employee only about $499,336 at 4% or $332,891 at 6%; with 50% employer match about $332,891 at 4% or $221,927 at 6%; with 100% employer match about $249,668 at 4% or $166,445 at 6%.
2023116$3,221,073$308,797$19,300iApproximate average salary by contribution assumption: employee only about $482,495 at 4% or $321,664 at 6%; with 50% employer match about $321,664 at 4% or $214,442 at 6%; with 100% employer match about $241,248 at 4% or $160,832 at 6%.
Preferred Sources Inc. 401 K Profit Sharing Plan-16$3,221,073$308,797$19,300iApproximate average salary by contribution assumption: employee only about $482,495 at 4% or $321,664 at 6%; with 50% employer match about $321,664 at 4% or $214,442 at 6%; with 100% employer match about $241,248 at 4% or $160,832 at 6%.
2022117$2,678,782$220,552$12,974iApproximate average salary by contribution assumption: employee only about $324,341 at 4% or $216,227 at 6%; with 50% employer match about $216,227 at 4% or $144,152 at 6%; with 100% employer match about $162,171 at 4% or $108,114 at 6%.
Preferred Sources Inc. 401 K Profit Sharing Plan-17$2,678,782$220,552$12,974iApproximate average salary by contribution assumption: employee only about $324,341 at 4% or $216,227 at 6%; with 50% employer match about $216,227 at 4% or $144,152 at 6%; with 100% employer match about $162,171 at 4% or $108,114 at 6%.
2021115$2,689,555$261,577$17,438iApproximate average salary by contribution assumption: employee only about $435,962 at 4% or $290,641 at 6%; with 50% employer match about $290,641 at 4% or $193,761 at 6%; with 100% employer match about $217,981 at 4% or $145,321 at 6%.
Preferred Sources Inc. 401 K Profit Sharing Plan-15$2,689,555$261,577$17,438iApproximate average salary by contribution assumption: employee only about $435,962 at 4% or $290,641 at 6%; with 50% employer match about $290,641 at 4% or $193,761 at 6%; with 100% employer match about $217,981 at 4% or $145,321 at 6%.
2020117$2,253,809$332,159$19,539iApproximate average salary by contribution assumption: employee only about $488,469 at 4% or $325,646 at 6%; with 50% employer match about $325,646 at 4% or $217,097 at 6%; with 100% employer match about $244,235 at 4% or $162,823 at 6%.
Preferred Sources Inc. 401 K Profit Sharing Plan-17$2,253,809$332,159$19,539iApproximate average salary by contribution assumption: employee only about $488,469 at 4% or $325,646 at 6%; with 50% employer match about $325,646 at 4% or $217,097 at 6%; with 100% employer match about $244,235 at 4% or $162,823 at 6%.
2019113$1,943,394$181,210$13,939iApproximate average salary by contribution assumption: employee only about $348,481 at 4% or $232,321 at 6%; with 50% employer match about $232,321 at 4% or $154,880 at 6%; with 100% employer match about $174,240 at 4% or $116,160 at 6%.
Preferred Sources Inc. 401 K Profit Sharing Plan-13$1,943,394$181,210$13,939iApproximate average salary by contribution assumption: employee only about $348,481 at 4% or $232,321 at 6%; with 50% employer match about $232,321 at 4% or $154,880 at 6%; with 100% employer match about $174,240 at 4% or $116,160 at 6%.
2018113$1,561,411$149,220$11,478iApproximate average salary by contribution assumption: employee only about $286,962 at 4% or $191,308 at 6%; with 50% employer match about $191,308 at 4% or $127,538 at 6%; with 100% employer match about $143,481 at 4% or $95,654 at 6%.
Preferred Sources Inc. 401 K Profit Sharing Plan-13$1,561,411$149,220$11,478iApproximate average salary by contribution assumption: employee only about $286,962 at 4% or $191,308 at 6%; with 50% employer match about $191,308 at 4% or $127,538 at 6%; with 100% employer match about $143,481 at 4% or $95,654 at 6%.
2017112$1,495,755$128,358$10,697iApproximate average salary by contribution assumption: employee only about $267,413 at 4% or $178,275 at 6%; with 50% employer match about $178,275 at 4% or $118,850 at 6%; with 100% employer match about $133,706 at 4% or $89,138 at 6%.
Preferred Sources Inc. 401 K Profit Sharing Plan-12$1,495,755$128,358$10,697iApproximate average salary by contribution assumption: employee only about $267,413 at 4% or $178,275 at 6%; with 50% employer match about $178,275 at 4% or $118,850 at 6%; with 100% employer match about $133,706 at 4% or $89,138 at 6%.
2016112$1,254,455$124,833$10,403iApproximate average salary by contribution assumption: employee only about $260,069 at 4% or $173,379 at 6%; with 50% employer match about $173,379 at 4% or $115,586 at 6%; with 100% employer match about $130,034 at 4% or $86,690 at 6%.
Preferred Sources Inc. 401 K Profit Sharing Plan-12$1,254,455$124,833$10,403iApproximate average salary by contribution assumption: employee only about $260,069 at 4% or $173,379 at 6%; with 50% employer match about $173,379 at 4% or $115,586 at 6%; with 100% employer match about $130,034 at 4% or $86,690 at 6%.
2015112$1,058,230$199,544$16,629iApproximate average salary by contribution assumption: employee only about $415,717 at 4% or $277,144 at 6%; with 50% employer match about $277,144 at 4% or $184,763 at 6%; with 100% employer match about $207,858 at 4% or $138,572 at 6%.
Preferred Sources Inc. 401 K Profit Sharing Plan-12$1,058,230$199,544$16,629iApproximate average salary by contribution assumption: employee only about $415,717 at 4% or $277,144 at 6%; with 50% employer match about $277,144 at 4% or $184,763 at 6%; with 100% employer match about $207,858 at 4% or $138,572 at 6%.
2014113$866,182$63,902$4,916iApproximate average salary by contribution assumption: employee only about $122,888 at 4% or $81,926 at 6%; with 50% employer match about $81,926 at 4% or $54,617 at 6%; with 100% employer match about $61,444 at 4% or $40,963 at 6%.
Preferred Sources Inc. 401 K Profit Sharing Plan-13$866,182$63,902$4,916iApproximate average salary by contribution assumption: employee only about $122,888 at 4% or $81,926 at 6%; with 50% employer match about $81,926 at 4% or $54,617 at 6%; with 100% employer match about $61,444 at 4% or $40,963 at 6%.
2013113$780,850$95,844$7,373iApproximate average salary by contribution assumption: employee only about $184,315 at 4% or $122,877 at 6%; with 50% employer match about $122,877 at 4% or $81,918 at 6%; with 100% employer match about $92,158 at 4% or $61,438 at 6%.
Preferred Sources Inc. 401 K Profit Sharing Plan-13$780,850$95,844$7,373iApproximate average salary by contribution assumption: employee only about $184,315 at 4% or $122,877 at 6%; with 50% employer match about $122,877 at 4% or $81,918 at 6%; with 100% employer match about $92,158 at 4% or $61,438 at 6%.
2012113$1,051,592$83,280$6,406iApproximate average salary by contribution assumption: employee only about $160,154 at 4% or $106,769 at 6%; with 50% employer match about $106,769 at 4% or $71,179 at 6%; with 100% employer match about $80,077 at 4% or $53,385 at 6%.
Preferred Sources Inc. 401 K Profit Sharing Plan-13$1,051,592$83,280$6,406iApproximate average salary by contribution assumption: employee only about $160,154 at 4% or $106,769 at 6%; with 50% employer match about $106,769 at 4% or $71,179 at 6%; with 100% employer match about $80,077 at 4% or $53,385 at 6%.
2011114$927,208$141,632$10,117iApproximate average salary by contribution assumption: employee only about $252,914 at 4% or $168,610 at 6%; with 50% employer match about $168,610 at 4% or $112,406 at 6%; with 100% employer match about $126,457 at 4% or $84,305 at 6%.
Preferred Sources Inc. 401 K Profit Sharing Plan-14$927,208$141,632$10,117iApproximate average salary by contribution assumption: employee only about $252,914 at 4% or $168,610 at 6%; with 50% employer match about $168,610 at 4% or $112,406 at 6%; with 100% employer match about $126,457 at 4% or $84,305 at 6%.
2010114$788,431$104,799$7,486iApproximate average salary by contribution assumption: employee only about $187,141 at 4% or $124,761 at 6%; with 50% employer match about $124,761 at 4% or $83,174 at 6%; with 100% employer match about $93,571 at 4% or $62,380 at 6%.
Preferred Sources Inc. 401 K Profit Sharing Plan-14$788,431$104,799$7,486iApproximate average salary by contribution assumption: employee only about $187,141 at 4% or $124,761 at 6%; with 50% employer match about $124,761 at 4% or $83,174 at 6%; with 100% employer match about $93,571 at 4% or $62,380 at 6%.
2009112$643,664$108,173$9,014iApproximate average salary by contribution assumption: employee only about $225,360 at 4% or $150,240 at 6%; with 50% employer match about $150,240 at 4% or $100,160 at 6%; with 100% employer match about $112,680 at 4% or $75,120 at 6%.
Preferred Sources Inc. 401 K Profit Sharing Plan-12$643,664$108,173$9,014iApproximate average salary by contribution assumption: employee only about $225,360 at 4% or $150,240 at 6%; with 50% employer match about $150,240 at 4% or $100,160 at 6%; with 100% employer match about $112,680 at 4% or $75,120 at 6%.
2008112$515,258$111,706$9,309iApproximate average salary by contribution assumption: employee only about $232,721 at 4% or $155,147 at 6%; with 50% employer match about $155,147 at 4% or $103,431 at 6%; with 100% employer match about $116,360 at 4% or $77,574 at 6%.
Preferred Sources Inc. 401 K Profit Sharing Plan-12$515,258$111,706$9,309iApproximate average salary by contribution assumption: employee only about $232,721 at 4% or $155,147 at 6%; with 50% employer match about $155,147 at 4% or $103,431 at 6%; with 100% employer match about $116,360 at 4% or $77,574 at 6%.
200729$0$0-
Preferred Sources Inc. 401 K Profit Sharing Plan-9---
Preferred Sources Inc. Money Purchase Plan-0---
200628$526,435$128,092$16,012iApproximate average salary by contribution assumption: employee only about $400,288 at 4% or $266,858 at 6%; with 50% employer match about $266,858 at 4% or $177,906 at 6%; with 100% employer match about $200,144 at 4% or $133,429 at 6%.
Preferred Sources Inc. Money Purchase Plan-8$265,737$48,690$6,086iApproximate average salary by contribution assumption: employee only about $152,156 at 4% or $101,438 at 6%; with 50% employer match about $101,438 at 4% or $67,625 at 6%; with 100% employer match about $76,078 at 4% or $50,719 at 6%.
Preferred Sources Inc. 401 K Profit Sharing Plan-7$260,698$79,402$11,343iApproximate average salary by contribution assumption: employee only about $283,579 at 4% or $189,052 at 6%; with 50% employer match about $189,052 at 4% or $126,035 at 6%; with 100% employer match about $141,789 at 4% or $94,526 at 6%.
200525$416,755$62,693$12,539iApproximate average salary by contribution assumption: employee only about $313,465 at 4% or $208,977 at 6%; with 50% employer match about $208,977 at 4% or $139,318 at 6%; with 100% employer match about $156,733 at 4% or $104,488 at 6%.
Preferred Sources Inc. 401 K Profit Sharing Plan-5$212,993$29,459$5,892iApproximate average salary by contribution assumption: employee only about $147,295 at 4% or $98,197 at 6%; with 50% employer match about $98,197 at 4% or $65,464 at 6%; with 100% employer match about $73,648 at 4% or $49,098 at 6%.
Preferred Sources Inc. Money Purchase Plan-5$203,762$33,234$6,647iApproximate average salary by contribution assumption: employee only about $166,170 at 4% or $110,780 at 6%; with 50% employer match about $110,780 at 4% or $73,853 at 6%; with 100% employer match about $83,085 at 4% or $55,390 at 6%.
199923$136,088$36,363$12,121iApproximate average salary by contribution assumption: employee only about $303,025 at 4% or $202,017 at 6%; with 50% employer match about $202,017 at 4% or $134,678 at 6%; with 100% employer match about $151,513 at 4% or $101,008 at 6%.
Preferred Sources Inc. 401 K Profit Sharing Plan-3$76,048$19,514$6,505iApproximate average salary by contribution assumption: employee only about $162,617 at 4% or $108,411 at 6%; with 50% employer match about $108,411 at 4% or $72,274 at 6%; with 100% employer match about $81,308 at 4% or $54,206 at 6%.
Preferred Sources Inc. Money Purchase Plan-3$60,040$16,849$5,616iApproximate average salary by contribution assumption: employee only about $140,408 at 4% or $93,606 at 6%; with 50% employer match about $93,606 at 4% or $62,404 at 6%; with 100% employer match about $70,204 at 4% or $46,803 at 6%.