Civic Intelligence

Cox & Gage PLLC

Plan context: Cox & Gage PLLC 401(K) Plan

EIN 56-1695684 • Morganton, NC • 29 filings • 5 plans

207 Avery AvenueMorganton, NC 28655
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$6,210,852

2024 Contributions

$147,700

Historical Graphs

Total Assets Over Time

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

$6,229,901$3,114,951$0199920132024YearValue
$6,210,852Latest year 2024

Participants Over Time

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

1370199920112024YearValue
3Latest 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
202413$6,210,852$147,700$49,233iApproximate average salary by contribution assumption: employee only about $1,230,833 at 4% or $820,556 at 6%; with 50% employer match about $820,556 at 4% or $547,037 at 6%; with 100% employer match about $615,417 at 4% or $410,278 at 6%.
Cox & Gage PLLC 401(K) Plan-3$6,210,852$147,700$49,233iApproximate average salary by contribution assumption: employee only about $1,230,833 at 4% or $820,556 at 6%; with 50% employer match about $820,556 at 4% or $547,037 at 6%; with 100% employer match about $615,417 at 4% or $410,278 at 6%.
202313$5,627,125$138,961$46,320iApproximate average salary by contribution assumption: employee only about $1,158,008 at 4% or $772,006 at 6%; with 50% employer match about $772,006 at 4% or $514,670 at 6%; with 100% employer match about $579,004 at 4% or $386,003 at 6%.
Cox & Gage PLLC 401(K) Plan-3$5,627,125$138,961$46,320iApproximate average salary by contribution assumption: employee only about $1,158,008 at 4% or $772,006 at 6%; with 50% employer match about $772,006 at 4% or $514,670 at 6%; with 100% employer match about $579,004 at 4% or $386,003 at 6%.
202214$4,984,310$147,528$36,882iApproximate average salary by contribution assumption: employee only about $922,050 at 4% or $614,700 at 6%; with 50% employer match about $614,700 at 4% or $409,800 at 6%; with 100% employer match about $461,025 at 4% or $307,350 at 6%.
Cox & Gage PLLC 401(K) Plan-4$4,984,310$147,528$36,882iApproximate average salary by contribution assumption: employee only about $922,050 at 4% or $614,700 at 6%; with 50% employer match about $614,700 at 4% or $409,800 at 6%; with 100% employer match about $461,025 at 4% or $307,350 at 6%.
202115$6,229,901$137,404$27,481iApproximate average salary by contribution assumption: employee only about $687,020 at 4% or $458,013 at 6%; with 50% employer match about $458,013 at 4% or $305,342 at 6%; with 100% employer match about $343,510 at 4% or $229,007 at 6%.
Cox & Gage PLLC 401(K) Plan-5$6,229,901$137,404$27,481iApproximate average salary by contribution assumption: employee only about $687,020 at 4% or $458,013 at 6%; with 50% employer match about $458,013 at 4% or $305,342 at 6%; with 100% employer match about $343,510 at 4% or $229,007 at 6%.
202015$5,518,997$145,213$29,043iApproximate average salary by contribution assumption: employee only about $726,065 at 4% or $484,043 at 6%; with 50% employer match about $484,043 at 4% or $322,696 at 6%; with 100% employer match about $363,033 at 4% or $242,022 at 6%.
Cox & Gage PLLC 401(K) Plan-5$5,518,997$145,213$29,043iApproximate average salary by contribution assumption: employee only about $726,065 at 4% or $484,043 at 6%; with 50% employer match about $484,043 at 4% or $322,696 at 6%; with 100% employer match about $363,033 at 4% or $242,022 at 6%.
201915$4,552,165$136,319$27,264iApproximate average salary by contribution assumption: employee only about $681,595 at 4% or $454,397 at 6%; with 50% employer match about $454,397 at 4% or $302,931 at 6%; with 100% employer match about $340,798 at 4% or $227,198 at 6%.
Cox & Gage PLLC 401(K) Plan-5$4,552,165$136,319$27,264iApproximate average salary by contribution assumption: employee only about $681,595 at 4% or $454,397 at 6%; with 50% employer match about $454,397 at 4% or $302,931 at 6%; with 100% employer match about $340,798 at 4% or $227,198 at 6%.
201815$3,932,631$138,358$27,672iApproximate average salary by contribution assumption: employee only about $691,790 at 4% or $461,193 at 6%; with 50% employer match about $461,193 at 4% or $307,462 at 6%; with 100% employer match about $345,895 at 4% or $230,597 at 6%.
Cox & Gage PLLC 401(K) Plan-5$3,932,631$138,358$27,672iApproximate average salary by contribution assumption: employee only about $691,790 at 4% or $461,193 at 6%; with 50% employer match about $461,193 at 4% or $307,462 at 6%; with 100% employer match about $345,895 at 4% or $230,597 at 6%.
201714$4,037,298$729,878$182,470iApproximate average salary by contribution assumption: employee only about $4,561,738 at 4% or $3,041,158 at 6%; with 50% employer match about $3,041,158 at 4% or $2,027,439 at 6%; with 100% employer match about $2,280,869 at 4% or $1,520,579 at 6%.
Cox & Gage PLLC 401(K) Plan-4$4,037,298$729,878$182,470iApproximate average salary by contribution assumption: employee only about $4,561,738 at 4% or $3,041,158 at 6%; with 50% employer match about $3,041,158 at 4% or $2,027,439 at 6%; with 100% employer match about $2,280,869 at 4% or $1,520,579 at 6%.
201613$3,307,420$5,816$1,939iApproximate average salary by contribution assumption: employee only about $48,467 at 4% or $32,311 at 6%; with 50% employer match about $32,311 at 4% or $21,541 at 6%; with 100% employer match about $24,233 at 4% or $16,156 at 6%.
Cox & Gage PLLC 401(K) Plan-3$3,307,420$5,816$1,939iApproximate average salary by contribution assumption: employee only about $48,467 at 4% or $32,311 at 6%; with 50% employer match about $32,311 at 4% or $21,541 at 6%; with 100% employer match about $24,233 at 4% or $16,156 at 6%.
201510$2,923,885$135,402-
Cox & Gage PLLC 401(K) Plan-0$2,923,885$135,402-
201413$2,890,709$102,310$34,103iApproximate average salary by contribution assumption: employee only about $852,583 at 4% or $568,389 at 6%; with 50% employer match about $568,389 at 4% or $378,926 at 6%; with 100% employer match about $426,292 at 4% or $284,194 at 6%.
Cox & Gage PLLC 401(K) Plan-3$2,890,709$102,310$34,103iApproximate average salary by contribution assumption: employee only about $852,583 at 4% or $568,389 at 6%; with 50% employer match about $568,389 at 4% or $378,926 at 6%; with 100% employer match about $426,292 at 4% or $284,194 at 6%.
201315$2,664,450$115,609$23,122iApproximate average salary by contribution assumption: employee only about $578,045 at 4% or $385,363 at 6%; with 50% employer match about $385,363 at 4% or $256,909 at 6%; with 100% employer match about $289,023 at 4% or $192,682 at 6%.
Cox & Gage PLLC 401(K) Plan-5$2,664,450$115,609$23,122iApproximate average salary by contribution assumption: employee only about $578,045 at 4% or $385,363 at 6%; with 50% employer match about $385,363 at 4% or $256,909 at 6%; with 100% employer match about $289,023 at 4% or $192,682 at 6%.
201215$2,154,064$114,834$22,967iApproximate average salary by contribution assumption: employee only about $574,170 at 4% or $382,780 at 6%; with 50% employer match about $382,780 at 4% or $255,187 at 6%; with 100% employer match about $287,085 at 4% or $191,390 at 6%.
Cox & Gage PLLC 401(K) Plan-5$2,154,064$114,834$22,967iApproximate average salary by contribution assumption: employee only about $574,170 at 4% or $382,780 at 6%; with 50% employer match about $382,780 at 4% or $255,187 at 6%; with 100% employer match about $287,085 at 4% or $191,390 at 6%.
201115$1,786,506$126,527$25,305iApproximate average salary by contribution assumption: employee only about $632,635 at 4% or $421,757 at 6%; with 50% employer match about $421,757 at 4% or $281,171 at 6%; with 100% employer match about $316,318 at 4% or $210,878 at 6%.
Cox & Gage PLLC 401(K) Plan-5$1,786,506$126,527$25,305iApproximate average salary by contribution assumption: employee only about $632,635 at 4% or $421,757 at 6%; with 50% employer match about $421,757 at 4% or $281,171 at 6%; with 100% employer match about $316,318 at 4% or $210,878 at 6%.
201014$1,742,433$238,670$59,668iApproximate average salary by contribution assumption: employee only about $1,491,688 at 4% or $994,458 at 6%; with 50% employer match about $994,458 at 4% or $662,972 at 6%; with 100% employer match about $745,844 at 4% or $497,229 at 6%.
Cox & Gage PLLC 401(K) Plan-4$1,742,433$238,670$59,668iApproximate average salary by contribution assumption: employee only about $1,491,688 at 4% or $994,458 at 6%; with 50% employer match about $994,458 at 4% or $662,972 at 6%; with 100% employer match about $745,844 at 4% or $497,229 at 6%.
200914$1,292,097$103,492$25,873iApproximate average salary by contribution assumption: employee only about $646,825 at 4% or $431,217 at 6%; with 50% employer match about $431,217 at 4% or $287,478 at 6%; with 100% employer match about $323,413 at 4% or $215,608 at 6%.
Cox & Gage PLLC 401(K) Plan-4$1,292,097$103,492$25,873iApproximate average salary by contribution assumption: employee only about $646,825 at 4% or $431,217 at 6%; with 50% employer match about $431,217 at 4% or $287,478 at 6%; with 100% employer match about $323,413 at 4% or $215,608 at 6%.
200814$922,895$116,005$29,001iApproximate average salary by contribution assumption: employee only about $725,031 at 4% or $483,354 at 6%; with 50% employer match about $483,354 at 4% or $322,236 at 6%; with 100% employer match about $362,516 at 4% or $241,677 at 6%.
Cox & Gage PLLC 401(K) Plan-4$922,895$116,005$29,001iApproximate average salary by contribution assumption: employee only about $725,031 at 4% or $483,354 at 6%; with 50% employer match about $483,354 at 4% or $322,236 at 6%; with 100% employer match about $362,516 at 4% or $241,677 at 6%.
200714$0$0-
Cox & Gage PLLC 401(K) Plan-4---
200614$1,095,427$110,060$27,515iApproximate average salary by contribution assumption: employee only about $687,875 at 4% or $458,583 at 6%; with 50% employer match about $458,583 at 4% or $305,722 at 6%; with 100% employer match about $343,938 at 4% or $229,292 at 6%.
Cox & Gage PLLC 401(K) Plan-4$1,095,427$110,060$27,515iApproximate average salary by contribution assumption: employee only about $687,875 at 4% or $458,583 at 6%; with 50% employer match about $458,583 at 4% or $305,722 at 6%; with 100% employer match about $343,938 at 4% or $229,292 at 6%.
200515$858,238$5,234$1,047iApproximate average salary by contribution assumption: employee only about $26,170 at 4% or $17,447 at 6%; with 50% employer match about $17,447 at 4% or $11,631 at 6%; with 100% employer match about $13,085 at 4% or $8,723 at 6%.
Cox & Gage PLLC 401(K) Plan-5$858,238$5,234$1,047iApproximate average salary by contribution assumption: employee only about $26,170 at 4% or $17,447 at 6%; with 50% employer match about $17,447 at 4% or $11,631 at 6%; with 100% employer match about $13,085 at 4% or $8,723 at 6%.
200416$1,430,660$173,195$28,866iApproximate average salary by contribution assumption: employee only about $721,646 at 4% or $481,097 at 6%; with 50% employer match about $481,097 at 4% or $320,731 at 6%; with 100% employer match about $360,823 at 4% or $240,549 at 6%.
Cox & Gage PLLC 401(K) Plan-6$1,430,660$173,195$28,866iApproximate average salary by contribution assumption: employee only about $721,646 at 4% or $481,097 at 6%; with 50% employer match about $481,097 at 4% or $320,731 at 6%; with 100% employer match about $360,823 at 4% or $240,549 at 6%.
200319$0$0-
Cox & Gage PLLC 401(K) Plan-9---
2002113$647,109$9,984$768iApproximate average salary by contribution assumption: employee only about $19,200 at 4% or $12,800 at 6%; with 50% employer match about $12,800 at 4% or $8,533 at 6%; with 100% employer match about $9,600 at 4% or $6,400 at 6%.
Cox & Gage PLLC 401(K) Plan-13$647,109$9,984$768iApproximate average salary by contribution assumption: employee only about $19,200 at 4% or $12,800 at 6%; with 50% employer match about $12,800 at 4% or $8,533 at 6%; with 100% employer match about $9,600 at 4% or $6,400 at 6%.
2001210$0$0-
Cox & Gage PLLC 401(K) Plan-10---
Cox, Gage and Sasser Money Purchase Pension Plan-10---
200028$1,144,464$92,599$11,575iApproximate average salary by contribution assumption: employee only about $289,372 at 4% or $192,915 at 6%; with 50% employer match about $192,915 at 4% or $128,610 at 6%; with 100% employer match about $144,686 at 4% or $96,457 at 6%.
Cox & Gage PLLC 401(K) Plan-8$970,193$69,351$8,669iApproximate average salary by contribution assumption: employee only about $216,722 at 4% or $144,481 at 6%; with 50% employer match about $144,481 at 4% or $96,321 at 6%; with 100% employer match about $108,361 at 4% or $72,241 at 6%.
Cox, Gage and Sasser Money Purchase Pension Plan-8$174,271$23,248$2,906iApproximate average salary by contribution assumption: employee only about $72,650 at 4% or $48,433 at 6%; with 50% employer match about $48,433 at 4% or $32,289 at 6%; with 100% employer match about $36,325 at 4% or $24,217 at 6%.
199929$1,209,637$122,407$13,601iApproximate average salary by contribution assumption: employee only about $340,019 at 4% or $226,680 at 6%; with 50% employer match about $226,680 at 4% or $151,120 at 6%; with 100% employer match about $170,010 at 4% or $113,340 at 6%.
Cox & Gage PLLC 401(K) Plan-9$1,018,332$91,468$10,163iApproximate average salary by contribution assumption: employee only about $254,078 at 4% or $169,385 at 6%; with 50% employer match about $169,385 at 4% or $112,923 at 6%; with 100% employer match about $127,039 at 4% or $84,693 at 6%.
Cox, Gage and Sasser Money Purchase Pension Plan-9$191,305$30,939$3,438iApproximate average salary by contribution assumption: employee only about $85,942 at 4% or $57,294 at 6%; with 50% employer match about $57,294 at 4% or $38,196 at 6%; with 100% employer match about $42,971 at 4% or $28,647 at 6%.