Tatum & Edwards, Pa
Plan context: Tatum & Edwards, Pa 401(K) P/S Plan
EIN 56-1683231 • Creedmoor, NC • 18 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
10
2025 Assets
$2,461,281
2025 Contributions
$107,349
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 10 | $2,461,281 | $107,349 | $10,735iApproximate average salary by contribution assumption: employee only about $268,373 at 4% or $178,915 at 6%; with 50% employer match about $178,915 at 4% or $119,277 at 6%; with 100% employer match about $134,186 at 4% or $89,458 at 6%. |
| Tatum & Edwards, Pa 401(K) P/S Plan | - | 10 | $2,461,281 | $107,349 | $10,735iApproximate average salary by contribution assumption: employee only about $268,373 at 4% or $178,915 at 6%; with 50% employer match about $178,915 at 4% or $119,277 at 6%; with 100% employer match about $134,186 at 4% or $89,458 at 6%. |
| 2024 | 1 | 11 | $2,018,295 | $103,753 | $9,432iApproximate average salary by contribution assumption: employee only about $235,802 at 4% or $157,202 at 6%; with 50% employer match about $157,202 at 4% or $104,801 at 6%; with 100% employer match about $117,901 at 4% or $78,601 at 6%. |
| Tatum & Edwards, Pa 401(K) P/S Plan | - | 11 | $2,018,295 | $103,753 | $9,432iApproximate average salary by contribution assumption: employee only about $235,802 at 4% or $157,202 at 6%; with 50% employer match about $157,202 at 4% or $104,801 at 6%; with 100% employer match about $117,901 at 4% or $78,601 at 6%. |
| 2023 | 1 | 11 | $1,572,094 | $101,050 | $9,186iApproximate average salary by contribution assumption: employee only about $229,659 at 4% or $153,106 at 6%; with 50% employer match about $153,106 at 4% or $102,071 at 6%; with 100% employer match about $114,830 at 4% or $76,553 at 6%. |
| Tatum & Edwards, Pa 401(K) P/S Plan | - | 11 | $1,572,094 | $101,050 | $9,186iApproximate average salary by contribution assumption: employee only about $229,659 at 4% or $153,106 at 6%; with 50% employer match about $153,106 at 4% or $102,071 at 6%; with 100% employer match about $114,830 at 4% or $76,553 at 6%. |
| 2022 | 1 | 11 | $1,185,876 | $89,570 | $8,143iApproximate average salary by contribution assumption: employee only about $203,568 at 4% or $135,712 at 6%; with 50% employer match about $135,712 at 4% or $90,475 at 6%; with 100% employer match about $101,784 at 4% or $67,856 at 6%. |
| Tatum & Edwards, Pa 401(K) P/S Plan | - | 11 | $1,185,876 | $89,570 | $8,143iApproximate average salary by contribution assumption: employee only about $203,568 at 4% or $135,712 at 6%; with 50% employer match about $135,712 at 4% or $90,475 at 6%; with 100% employer match about $101,784 at 4% or $67,856 at 6%. |
| 2021 | 1 | 10 | $1,448,445 | $65,436 | $6,544iApproximate average salary by contribution assumption: employee only about $163,590 at 4% or $109,060 at 6%; with 50% employer match about $109,060 at 4% or $72,707 at 6%; with 100% employer match about $81,795 at 4% or $54,530 at 6%. |
| Tatum & Edwards, Pa 401(K) P/S Plan | - | 10 | $1,448,445 | $65,436 | $6,544iApproximate average salary by contribution assumption: employee only about $163,590 at 4% or $109,060 at 6%; with 50% employer match about $109,060 at 4% or $72,707 at 6%; with 100% employer match about $81,795 at 4% or $54,530 at 6%. |
| 2020 | 1 | 10 | $1,180,563 | $75,182 | $7,518iApproximate average salary by contribution assumption: employee only about $187,955 at 4% or $125,303 at 6%; with 50% employer match about $125,303 at 4% or $83,536 at 6%; with 100% employer match about $93,978 at 4% or $62,652 at 6%. |
| Tatum & Edwards, Pa 401(K) P/S Plan | - | 10 | $1,180,563 | $75,182 | $7,518iApproximate average salary by contribution assumption: employee only about $187,955 at 4% or $125,303 at 6%; with 50% employer match about $125,303 at 4% or $83,536 at 6%; with 100% employer match about $93,978 at 4% or $62,652 at 6%. |
| 2019 | 1 | 8 | $913,075 | $68,335 | $8,542iApproximate average salary by contribution assumption: employee only about $213,547 at 4% or $142,365 at 6%; with 50% employer match about $142,365 at 4% or $94,910 at 6%; with 100% employer match about $106,773 at 4% or $71,182 at 6%. |
| Tatum & Edwards, Pa 401(K) P/S Plan | - | 8 | $913,075 | $68,335 | $8,542iApproximate average salary by contribution assumption: employee only about $213,547 at 4% or $142,365 at 6%; with 50% employer match about $142,365 at 4% or $94,910 at 6%; with 100% employer match about $106,773 at 4% or $71,182 at 6%. |
| 2018 | 1 | 8 | $728,676 | $70,847 | $8,856iApproximate average salary by contribution assumption: employee only about $221,397 at 4% or $147,598 at 6%; with 50% employer match about $147,598 at 4% or $98,399 at 6%; with 100% employer match about $110,698 at 4% or $73,799 at 6%. |
| Tatum & Edwards, Pa 401(K) P/S Plan | - | 8 | $728,676 | $70,847 | $8,856iApproximate average salary by contribution assumption: employee only about $221,397 at 4% or $147,598 at 6%; with 50% employer match about $147,598 at 4% or $98,399 at 6%; with 100% employer match about $110,698 at 4% or $73,799 at 6%. |
| 2017 | 1 | 11 | $739,384 | $64,145 | $5,831iApproximate average salary by contribution assumption: employee only about $145,784 at 4% or $97,189 at 6%; with 50% employer match about $97,189 at 4% or $64,793 at 6%; with 100% employer match about $72,892 at 4% or $48,595 at 6%. |
| Tatum & Edwards, Pa 401(K) P/S Plan | - | 11 | $739,384 | $64,145 | $5,831iApproximate average salary by contribution assumption: employee only about $145,784 at 4% or $97,189 at 6%; with 50% employer match about $97,189 at 4% or $64,793 at 6%; with 100% employer match about $72,892 at 4% or $48,595 at 6%. |
| 2016 | 1 | 7 | $570,056 | $61,126 | $8,732iApproximate average salary by contribution assumption: employee only about $218,307 at 4% or $145,538 at 6%; with 50% employer match about $145,538 at 4% or $97,025 at 6%; with 100% employer match about $109,154 at 4% or $72,769 at 6%. |
| Tatum & Edwards, Pa 401(K) P/S Plan | - | 7 | $570,056 | $61,126 | $8,732iApproximate average salary by contribution assumption: employee only about $218,307 at 4% or $145,538 at 6%; with 50% employer match about $145,538 at 4% or $97,025 at 6%; with 100% employer match about $109,154 at 4% or $72,769 at 6%. |
| 2015 | 1 | 7 | $483,338 | $54,759 | $7,823iApproximate average salary by contribution assumption: employee only about $195,568 at 4% or $130,379 at 6%; with 50% employer match about $130,379 at 4% or $86,919 at 6%; with 100% employer match about $97,784 at 4% or $65,189 at 6%. |
| Tatum & Edwards, Pa 401(K) P/S Plan | - | 7 | $483,338 | $54,759 | $7,823iApproximate average salary by contribution assumption: employee only about $195,568 at 4% or $130,379 at 6%; with 50% employer match about $130,379 at 4% or $86,919 at 6%; with 100% employer match about $97,784 at 4% or $65,189 at 6%. |
| 2014 | 1 | 5 | $432,431 | $48,901 | $9,780iApproximate average salary by contribution assumption: employee only about $244,505 at 4% or $163,003 at 6%; with 50% employer match about $163,003 at 4% or $108,669 at 6%; with 100% employer match about $122,253 at 4% or $81,502 at 6%. |
| Tatum & Edwards, Pa 401(K) P/S Plan | - | 5 | $432,431 | $48,901 | $9,780iApproximate average salary by contribution assumption: employee only about $244,505 at 4% or $163,003 at 6%; with 50% employer match about $163,003 at 4% or $108,669 at 6%; with 100% employer match about $122,253 at 4% or $81,502 at 6%. |
| 2013 | 1 | 6 | $368,599 | $49,523 | $8,254iApproximate average salary by contribution assumption: employee only about $206,346 at 4% or $137,564 at 6%; with 50% employer match about $137,564 at 4% or $91,709 at 6%; with 100% employer match about $103,173 at 4% or $68,782 at 6%. |
| Tatum & Edwards, Pa 401(K) P/S Plan | - | 6 | $368,599 | $49,523 | $8,254iApproximate average salary by contribution assumption: employee only about $206,346 at 4% or $137,564 at 6%; with 50% employer match about $137,564 at 4% or $91,709 at 6%; with 100% employer match about $103,173 at 4% or $68,782 at 6%. |
| 2012 | 1 | 6 | $275,834 | $50,472 | $8,412iApproximate average salary by contribution assumption: employee only about $210,300 at 4% or $140,200 at 6%; with 50% employer match about $140,200 at 4% or $93,467 at 6%; with 100% employer match about $105,150 at 4% or $70,100 at 6%. |
| Tatum & Edwards, Pa 401(K) P/S Plan | - | 6 | $275,834 | $50,472 | $8,412iApproximate average salary by contribution assumption: employee only about $210,300 at 4% or $140,200 at 6%; with 50% employer match about $140,200 at 4% or $93,467 at 6%; with 100% employer match about $105,150 at 4% or $70,100 at 6%. |
| 2011 | 1 | 5 | $207,846 | $55,341 | $11,068iApproximate average salary by contribution assumption: employee only about $276,705 at 4% or $184,470 at 6%; with 50% employer match about $184,470 at 4% or $122,980 at 6%; with 100% employer match about $138,353 at 4% or $92,235 at 6%. |
| Tatum & Edwards, Pa 401(K) P/S Plan | - | 5 | $207,846 | $55,341 | $11,068iApproximate average salary by contribution assumption: employee only about $276,705 at 4% or $184,470 at 6%; with 50% employer match about $184,470 at 4% or $122,980 at 6%; with 100% employer match about $138,353 at 4% or $92,235 at 6%. |
| 2010 | 1 | 5 | $153,068 | $46,863 | $9,373iApproximate average salary by contribution assumption: employee only about $234,315 at 4% or $156,210 at 6%; with 50% employer match about $156,210 at 4% or $104,140 at 6%; with 100% employer match about $117,158 at 4% or $78,105 at 6%. |
| Tatum & Edwards, Pa 401(K) P/S Plan | - | 5 | $153,068 | $46,863 | $9,373iApproximate average salary by contribution assumption: employee only about $234,315 at 4% or $156,210 at 6%; with 50% employer match about $156,210 at 4% or $104,140 at 6%; with 100% employer match about $117,158 at 4% or $78,105 at 6%. |
| 2009 | 1 | 6 | $86,151 | $35,084 | $5,847iApproximate average salary by contribution assumption: employee only about $146,183 at 4% or $97,456 at 6%; with 50% employer match about $97,456 at 4% or $64,970 at 6%; with 100% employer match about $73,092 at 4% or $48,728 at 6%. |
| Tatum & Edwards, Pa 401(K) P/S Plan | - | 6 | $86,151 | $35,084 | $5,847iApproximate average salary by contribution assumption: employee only about $146,183 at 4% or $97,456 at 6%; with 50% employer match about $97,456 at 4% or $64,970 at 6%; with 100% employer match about $73,092 at 4% or $48,728 at 6%. |
| 2008 | 1 | 4 | $33,004 | $46,497 | $11,624iApproximate average salary by contribution assumption: employee only about $290,606 at 4% or $193,738 at 6%; with 50% employer match about $193,738 at 4% or $129,158 at 6%; with 100% employer match about $145,303 at 4% or $96,869 at 6%. |
| Tatum & Edwards, Pa 401(K) P/S Plan | - | 4 | $33,004 | $46,497 | $11,624iApproximate average salary by contribution assumption: employee only about $290,606 at 4% or $193,738 at 6%; with 50% employer match about $193,738 at 4% or $129,158 at 6%; with 100% employer match about $145,303 at 4% or $96,869 at 6%. |