First Carolina Management Inc.
Plan context: First Carolina Management Inc. 401K Plan
EIN 56-1672011 • Rocky Mount, NC • 44 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
190
2024 Assets
$2,625,543
2024 Contributions
$197,985
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 190 | $2,625,543 | $197,985 | $1,042iApproximate average salary by contribution assumption: employee only about $26,051 at 4% or $17,367 at 6%; with 50% employer match about $17,367 at 4% or $11,578 at 6%; with 100% employer match about $13,025 at 4% or $8,684 at 6%. |
| First Carolina Management Inc. 401K Plan | - | 190 | $2,625,543 | $197,985 | $1,042iApproximate average salary by contribution assumption: employee only about $26,051 at 4% or $17,367 at 6%; with 50% employer match about $17,367 at 4% or $11,578 at 6%; with 100% employer match about $13,025 at 4% or $8,684 at 6%. |
| First Carolina Management Inc. Employee Benefit Plan | - | 64 | - | - | - |
| 2023 | 2 | 232 | $2,415,406 | $183,912 | $793iApproximate average salary by contribution assumption: employee only about $19,818 at 4% or $13,212 at 6%; with 50% employer match about $13,212 at 4% or $8,808 at 6%; with 100% employer match about $9,909 at 4% or $6,606 at 6%. |
| First Carolina Management Inc. 401K Plan | - | 232 | $2,415,406 | $183,912 | $793iApproximate average salary by contribution assumption: employee only about $19,818 at 4% or $13,212 at 6%; with 50% employer match about $13,212 at 4% or $8,808 at 6%; with 100% employer match about $9,909 at 4% or $6,606 at 6%. |
| First Carolina Management Inc. Employee Benefit Plan | - | 78 | - | - | - |
| 2022 | 2 | 155 | $2,335,482 | $192,708 | $1,243iApproximate average salary by contribution assumption: employee only about $31,082 at 4% or $20,721 at 6%; with 50% employer match about $20,721 at 4% or $13,814 at 6%; with 100% employer match about $15,541 at 4% or $10,361 at 6%. |
| First Carolina Management Inc. 401K Plan | - | 155 | $2,335,482 | $192,708 | $1,243iApproximate average salary by contribution assumption: employee only about $31,082 at 4% or $20,721 at 6%; with 50% employer match about $20,721 at 4% or $13,814 at 6%; with 100% employer match about $15,541 at 4% or $10,361 at 6%. |
| First Carolina Management Inc. Employee Benefit Plan | - | 59 | - | - | - |
| 2021 | 2 | 195 | $2,703,748 | $159,172 | $816iApproximate average salary by contribution assumption: employee only about $20,407 at 4% or $13,604 at 6%; with 50% employer match about $13,604 at 4% or $9,070 at 6%; with 100% employer match about $10,203 at 4% or $6,802 at 6%. |
| First Carolina Management Inc. 401K Plan | - | 195 | $2,703,748 | $159,172 | $816iApproximate average salary by contribution assumption: employee only about $20,407 at 4% or $13,604 at 6%; with 50% employer match about $13,604 at 4% or $9,070 at 6%; with 100% employer match about $10,203 at 4% or $6,802 at 6%. |
| First Carolina Management Inc. Employee Benefit Plan | - | 67 | - | - | - |
| 2020 | 2 | 198 | $2,759,688 | $171,907 | $868iApproximate average salary by contribution assumption: employee only about $21,705 at 4% or $14,470 at 6%; with 50% employer match about $14,470 at 4% or $9,647 at 6%; with 100% employer match about $10,853 at 4% or $7,235 at 6%. |
| First Carolina Management Inc. 401K Plan | - | 198 | $2,759,688 | $171,907 | $868iApproximate average salary by contribution assumption: employee only about $21,705 at 4% or $14,470 at 6%; with 50% employer match about $14,470 at 4% or $9,647 at 6%; with 100% employer match about $10,853 at 4% or $7,235 at 6%. |
| First Carolina Management Inc. Employee Benefit Plan | - | 57 | - | - | - |
| 2019 | 2 | 271 | $2,975,871 | $219,939 | $812iApproximate average salary by contribution assumption: employee only about $20,290 at 4% or $13,526 at 6%; with 50% employer match about $13,526 at 4% or $9,018 at 6%; with 100% employer match about $10,145 at 4% or $6,763 at 6%. |
| First Carolina Management Inc. 401K Plan | - | 271 | $2,975,871 | $219,939 | $812iApproximate average salary by contribution assumption: employee only about $20,290 at 4% or $13,526 at 6%; with 50% employer match about $13,526 at 4% or $9,018 at 6%; with 100% employer match about $10,145 at 4% or $6,763 at 6%. |
| First Carolina Management Inc. Employee Benefit Plan | - | 109 | - | - | - |
| 2018 | 2 | 278 | $2,273,165 | $310,913 | $1,118iApproximate average salary by contribution assumption: employee only about $27,960 at 4% or $18,640 at 6%; with 50% employer match about $18,640 at 4% or $12,427 at 6%; with 100% employer match about $13,980 at 4% or $9,320 at 6%. |
| First Carolina Management Inc. 401K Plan | - | 278 | $2,273,165 | $310,913 | $1,118iApproximate average salary by contribution assumption: employee only about $27,960 at 4% or $18,640 at 6%; with 50% employer match about $18,640 at 4% or $12,427 at 6%; with 100% employer match about $13,980 at 4% or $9,320 at 6%. |
| First Carolina Management Inc. Employee Benefit Plan | - | 110 | - | - | - |
| 2017 | 2 | 247 | $2,199,884 | $190,894 | $773iApproximate average salary by contribution assumption: employee only about $19,321 at 4% or $12,881 at 6%; with 50% employer match about $12,881 at 4% or $8,587 at 6%; with 100% employer match about $9,661 at 4% or $6,440 at 6%. |
| First Carolina Management Inc. 401K Plan | - | 247 | $2,199,884 | $190,894 | $773iApproximate average salary by contribution assumption: employee only about $19,321 at 4% or $12,881 at 6%; with 50% employer match about $12,881 at 4% or $8,587 at 6%; with 100% employer match about $9,661 at 4% or $6,440 at 6%. |
| First Carolina Management Inc. Employee Benefit Plan | - | 115 | - | - | - |
| 2016 | 2 | 247 | $2,307,505 | $177,613 | $719iApproximate average salary by contribution assumption: employee only about $17,977 at 4% or $11,985 at 6%; with 50% employer match about $11,985 at 4% or $7,990 at 6%; with 100% employer match about $8,989 at 4% or $5,992 at 6%. |
| First Carolina Management Inc. 401K Plan | - | 247 | $2,307,505 | $177,613 | $719iApproximate average salary by contribution assumption: employee only about $17,977 at 4% or $11,985 at 6%; with 50% employer match about $11,985 at 4% or $7,990 at 6%; with 100% employer match about $8,989 at 4% or $5,992 at 6%. |
| First Carolina Management Inc. Employee Benefit Plan | - | 97 | - | - | - |
| 2015 | 1 | 243 | $2,237,126 | $189,346 | $779iApproximate average salary by contribution assumption: employee only about $19,480 at 4% or $12,987 at 6%; with 50% employer match about $12,987 at 4% or $8,658 at 6%; with 100% employer match about $9,740 at 4% or $6,493 at 6%. |
| First Carolina Management Inc. 401K Plan | - | 243 | $2,237,126 | $189,346 | $779iApproximate average salary by contribution assumption: employee only about $19,480 at 4% or $12,987 at 6%; with 50% employer match about $12,987 at 4% or $8,658 at 6%; with 100% employer match about $9,740 at 4% or $6,493 at 6%. |
| 2014 | 1 | 240 | $2,081,177 | $161,799 | $674iApproximate average salary by contribution assumption: employee only about $16,854 at 4% or $11,236 at 6%; with 50% employer match about $11,236 at 4% or $7,491 at 6%; with 100% employer match about $8,427 at 4% or $5,618 at 6%. |
| First Carolina Management Inc. 401K Plan | - | 240 | $2,081,177 | $161,799 | $674iApproximate average salary by contribution assumption: employee only about $16,854 at 4% or $11,236 at 6%; with 50% employer match about $11,236 at 4% or $7,491 at 6%; with 100% employer match about $8,427 at 4% or $5,618 at 6%. |
| 2013 | 1 | 241 | $1,902,091 | $166,072 | $689iApproximate average salary by contribution assumption: employee only about $17,227 at 4% or $11,485 at 6%; with 50% employer match about $11,485 at 4% or $7,657 at 6%; with 100% employer match about $8,614 at 4% or $5,742 at 6%. |
| First Carolina Management Inc. 401K Plan | - | 241 | $1,902,091 | $166,072 | $689iApproximate average salary by contribution assumption: employee only about $17,227 at 4% or $11,485 at 6%; with 50% employer match about $11,485 at 4% or $7,657 at 6%; with 100% employer match about $8,614 at 4% or $5,742 at 6%. |
| 2012 | 2 | 247 | $1,680,487 | $182,594 | $739iApproximate average salary by contribution assumption: employee only about $18,481 at 4% or $12,321 at 6%; with 50% employer match about $12,321 at 4% or $8,214 at 6%; with 100% employer match about $9,241 at 4% or $6,160 at 6%. |
| First Carolina Management Inc. 401K Plan | - | 247 | $1,680,487 | $182,594 | $739iApproximate average salary by contribution assumption: employee only about $18,481 at 4% or $12,321 at 6%; with 50% employer match about $12,321 at 4% or $8,214 at 6%; with 100% employer match about $9,241 at 4% or $6,160 at 6%. |
| First Carolina Management Inc. Employee Benefit Plan | - | 102 | - | - | - |
| 2011 | 2 | 241 | $1,576,822 | $167,328 | $694iApproximate average salary by contribution assumption: employee only about $17,358 at 4% or $11,572 at 6%; with 50% employer match about $11,572 at 4% or $7,715 at 6%; with 100% employer match about $8,679 at 4% or $5,786 at 6%. |
| First Carolina Management Inc. 401K Plan | - | 241 | $1,576,822 | $167,328 | $694iApproximate average salary by contribution assumption: employee only about $17,358 at 4% or $11,572 at 6%; with 50% employer match about $11,572 at 4% or $7,715 at 6%; with 100% employer match about $8,679 at 4% or $5,786 at 6%. |
| First Carolina Management Inc. Employee Benefit Plan | - | 107 | - | - | - |
| 2010 | 1 | 227 | $1,542,330 | $159,511 | $703iApproximate average salary by contribution assumption: employee only about $17,567 at 4% or $11,712 at 6%; with 50% employer match about $11,712 at 4% or $7,808 at 6%; with 100% employer match about $8,784 at 4% or $5,856 at 6%. |
| First Carolina Management Inc. 401K Plan | - | 227 | $1,542,330 | $159,511 | $703iApproximate average salary by contribution assumption: employee only about $17,567 at 4% or $11,712 at 6%; with 50% employer match about $11,712 at 4% or $7,808 at 6%; with 100% employer match about $8,784 at 4% or $5,856 at 6%. |
| 2009 | 2 | 243 | $1,329,090 | $153,276 | $631iApproximate average salary by contribution assumption: employee only about $15,769 at 4% or $10,513 at 6%; with 50% employer match about $10,513 at 4% or $7,009 at 6%; with 100% employer match about $7,885 at 4% or $5,256 at 6%. |
| First Carolina Management Inc. 401K Plan | - | 243 | $1,329,090 | $153,276 | $631iApproximate average salary by contribution assumption: employee only about $15,769 at 4% or $10,513 at 6%; with 50% employer match about $10,513 at 4% or $7,009 at 6%; with 100% employer match about $7,885 at 4% or $5,256 at 6%. |
| First Carolina Management Inc. Employee Benefit Plan | - | 103 | - | - | - |
| 2008 | 1 | 187 | $984,352 | $181,833 | $972iApproximate average salary by contribution assumption: employee only about $24,309 at 4% or $16,206 at 6%; with 50% employer match about $16,206 at 4% or $10,804 at 6%; with 100% employer match about $12,155 at 4% or $8,103 at 6%. |
| First Carolina Management Inc. 401K Plan | - | 187 | $984,352 | $181,833 | $972iApproximate average salary by contribution assumption: employee only about $24,309 at 4% or $16,206 at 6%; with 50% employer match about $16,206 at 4% or $10,804 at 6%; with 100% employer match about $12,155 at 4% or $8,103 at 6%. |
| 2007 | 1 | 183 | $1,336,773 | $186,977 | $1,022iApproximate average salary by contribution assumption: employee only about $25,543 at 4% or $17,029 at 6%; with 50% employer match about $17,029 at 4% or $11,353 at 6%; with 100% employer match about $12,772 at 4% or $8,514 at 6%. |
| First Carolina Management Inc. 401K Plan | - | 183 | $1,336,773 | $186,977 | $1,022iApproximate average salary by contribution assumption: employee only about $25,543 at 4% or $17,029 at 6%; with 50% employer match about $17,029 at 4% or $11,353 at 6%; with 100% employer match about $12,772 at 4% or $8,514 at 6%. |
| 2006 | 1 | 180 | $1,506,687 | $213,367 | $1,185iApproximate average salary by contribution assumption: employee only about $29,634 at 4% or $19,756 at 6%; with 50% employer match about $19,756 at 4% or $13,171 at 6%; with 100% employer match about $14,817 at 4% or $9,878 at 6%. |
| First Carolina Management Inc. 401K Plan | - | 180 | $1,506,687 | $213,367 | $1,185iApproximate average salary by contribution assumption: employee only about $29,634 at 4% or $19,756 at 6%; with 50% employer match about $19,756 at 4% or $13,171 at 6%; with 100% employer match about $14,817 at 4% or $9,878 at 6%. |
| 2005 | 1 | 264 | $1,222,028 | $245,408 | $930iApproximate average salary by contribution assumption: employee only about $23,239 at 4% or $15,493 at 6%; with 50% employer match about $15,493 at 4% or $10,329 at 6%; with 100% employer match about $11,620 at 4% or $7,746 at 6%. |
| First Carolina Management Inc. 401K Plan | - | 264 | $1,222,028 | $245,408 | $930iApproximate average salary by contribution assumption: employee only about $23,239 at 4% or $15,493 at 6%; with 50% employer match about $15,493 at 4% or $10,329 at 6%; with 100% employer match about $11,620 at 4% or $7,746 at 6%. |
| 2004 | 1 | 243 | $1,087,700 | $157,888 | $650iApproximate average salary by contribution assumption: employee only about $16,244 at 4% or $10,829 at 6%; with 50% employer match about $10,829 at 4% or $7,219 at 6%; with 100% employer match about $8,122 at 4% or $5,415 at 6%. |
| First Carolina Management Inc. 401K Plan | - | 243 | $1,087,700 | $157,888 | $650iApproximate average salary by contribution assumption: employee only about $16,244 at 4% or $10,829 at 6%; with 50% employer match about $10,829 at 4% or $7,219 at 6%; with 100% employer match about $8,122 at 4% or $5,415 at 6%. |
| 2003 | 2 | 242 | $1,006,236 | $153,600 | $635iApproximate average salary by contribution assumption: employee only about $15,868 at 4% or $10,579 at 6%; with 50% employer match about $10,579 at 4% or $7,052 at 6%; with 100% employer match about $7,934 at 4% or $5,289 at 6%. |
| First Carolina Management Inc. 401K Plan | - | 242 | $1,006,236 | $153,600 | $635iApproximate average salary by contribution assumption: employee only about $15,868 at 4% or $10,579 at 6%; with 50% employer match about $10,579 at 4% or $7,052 at 6%; with 100% employer match about $7,934 at 4% or $5,289 at 6%. |
| First Carolina Management Inc. Employee Benefit Plan | - | 96 | - | - | - |
| 2002 | 2 | 232 | $803,676 | $169,026 | $729iApproximate average salary by contribution assumption: employee only about $18,214 at 4% or $12,143 at 6%; with 50% employer match about $12,143 at 4% or $8,095 at 6%; with 100% employer match about $9,107 at 4% or $6,071 at 6%. |
| First Carolina Management Inc. 401K Plan | - | 232 | $803,676 | $169,026 | $729iApproximate average salary by contribution assumption: employee only about $18,214 at 4% or $12,143 at 6%; with 50% employer match about $12,143 at 4% or $8,095 at 6%; with 100% employer match about $9,107 at 4% or $6,071 at 6%. |
| First Carolina Management Inc. Employee Benefit Plan | - | 103 | - | - | - |
| 2001 | 2 | 212 | $837,215 | $184,169 | $869iApproximate average salary by contribution assumption: employee only about $21,718 at 4% or $14,479 at 6%; with 50% employer match about $14,479 at 4% or $9,652 at 6%; with 100% employer match about $10,859 at 4% or $7,239 at 6%. |
| First Carolina Management Inc. 401K Plan | - | 212 | $837,215 | $184,169 | $869iApproximate average salary by contribution assumption: employee only about $21,718 at 4% or $14,479 at 6%; with 50% employer match about $14,479 at 4% or $9,652 at 6%; with 100% employer match about $10,859 at 4% or $7,239 at 6%. |
| First Carolina Management Inc. Employee Benefit Plan | - | 113 | - | - | - |
| 2000 | 2 | 166 | $772,723 | $152,425 | $918iApproximate average salary by contribution assumption: employee only about $22,956 at 4% or $15,304 at 6%; with 50% employer match about $15,304 at 4% or $10,202 at 6%; with 100% employer match about $11,478 at 4% or $7,652 at 6%. |
| First Carolina Management Inc. 401K Plan | - | 166 | $772,723 | $152,425 | $918iApproximate average salary by contribution assumption: employee only about $22,956 at 4% or $15,304 at 6%; with 50% employer match about $15,304 at 4% or $10,202 at 6%; with 100% employer match about $11,478 at 4% or $7,652 at 6%. |
| First Carolina Management Inc. Employee Benefit Plan | - | 130 | - | - | - |
| 1999 | 3 | 158 | $730,312 | $134,964 | $854iApproximate average salary by contribution assumption: employee only about $21,355 at 4% or $14,237 at 6%; with 50% employer match about $14,237 at 4% or $9,491 at 6%; with 100% employer match about $10,678 at 4% or $7,118 at 6%. |
| First Carolina Management Inc. 401K Plan | - | 158 | $730,312 | $134,964 | $854iApproximate average salary by contribution assumption: employee only about $21,355 at 4% or $14,237 at 6%; with 50% employer match about $14,237 at 4% or $9,491 at 6%; with 100% employer match about $10,678 at 4% or $7,118 at 6%. |
| First Carolina Management Inc. Employee Benefit Plan | - | 91 | - | - | - |
| First Carolina Management Inc. Employee Benefit Plan | - | 101 | - | - | - |