Civic Intelligence

Bodwell & Associates

Plan context: Bodwell & Associates Retirement Plan

EIN 56-1715434 • Charlotte, NC • 25 filings • 2 plans

9117 Monroe Rd Ste 120Charlotte, NC 28270
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$1,718,624

2024 Contributions

$209,597

Historical Graphs

Total Assets Over Time

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

$1,718,624$859,312$0199920132024YearValue
$1,718,624Latest year 2024

Participants Over Time

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

1050199920122024YearValue
10Latest 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
2024110$1,718,624$209,597$20,960iApproximate average salary by contribution assumption: employee only about $523,993 at 4% or $349,328 at 6%; with 50% employer match about $349,328 at 4% or $232,886 at 6%; with 100% employer match about $261,996 at 4% or $174,664 at 6%.
Bodwell & Associates Retirement Plan-10$1,718,624$209,597$20,960iApproximate average salary by contribution assumption: employee only about $523,993 at 4% or $349,328 at 6%; with 50% employer match about $349,328 at 4% or $232,886 at 6%; with 100% employer match about $261,996 at 4% or $174,664 at 6%.
202318$1,371,860$74,810$9,351iApproximate average salary by contribution assumption: employee only about $233,781 at 4% or $155,854 at 6%; with 50% employer match about $155,854 at 4% or $103,903 at 6%; with 100% employer match about $116,891 at 4% or $77,927 at 6%.
Bodwell & Associates Retirement Plan-8$1,371,860$74,810$9,351iApproximate average salary by contribution assumption: employee only about $233,781 at 4% or $155,854 at 6%; with 50% employer match about $155,854 at 4% or $103,903 at 6%; with 100% employer match about $116,891 at 4% or $77,927 at 6%.
202218$1,139,666$99,513$12,439iApproximate average salary by contribution assumption: employee only about $310,978 at 4% or $207,319 at 6%; with 50% employer match about $207,319 at 4% or $138,213 at 6%; with 100% employer match about $155,489 at 4% or $103,659 at 6%.
Bodwell & Associates Retirement Plan-8$1,139,666$99,513$12,439iApproximate average salary by contribution assumption: employee only about $310,978 at 4% or $207,319 at 6%; with 50% employer match about $207,319 at 4% or $138,213 at 6%; with 100% employer match about $155,489 at 4% or $103,659 at 6%.
2021110$1,363,333$87,908$8,791iApproximate average salary by contribution assumption: employee only about $219,770 at 4% or $146,513 at 6%; with 50% employer match about $146,513 at 4% or $97,676 at 6%; with 100% employer match about $109,885 at 4% or $73,257 at 6%.
Bodwell & Associates Retirement Plan-10$1,363,333$87,908$8,791iApproximate average salary by contribution assumption: employee only about $219,770 at 4% or $146,513 at 6%; with 50% employer match about $146,513 at 4% or $97,676 at 6%; with 100% employer match about $109,885 at 4% or $73,257 at 6%.
202019$1,130,882$85,985$9,554iApproximate average salary by contribution assumption: employee only about $238,847 at 4% or $159,231 at 6%; with 50% employer match about $159,231 at 4% or $106,154 at 6%; with 100% employer match about $119,424 at 4% or $79,616 at 6%.
Bodwell & Associates Retirement Plan-9$1,130,882$85,985$9,554iApproximate average salary by contribution assumption: employee only about $238,847 at 4% or $159,231 at 6%; with 50% employer match about $159,231 at 4% or $106,154 at 6%; with 100% employer match about $119,424 at 4% or $79,616 at 6%.
201918$936,623$106,929$13,366iApproximate average salary by contribution assumption: employee only about $334,153 at 4% or $222,769 at 6%; with 50% employer match about $222,769 at 4% or $148,513 at 6%; with 100% employer match about $167,077 at 4% or $111,384 at 6%.
Bodwell & Associates Retirement Plan-8$936,623$106,929$13,366iApproximate average salary by contribution assumption: employee only about $334,153 at 4% or $222,769 at 6%; with 50% employer match about $222,769 at 4% or $148,513 at 6%; with 100% employer match about $167,077 at 4% or $111,384 at 6%.
201818$679,061$64,365$8,046iApproximate average salary by contribution assumption: employee only about $201,141 at 4% or $134,094 at 6%; with 50% employer match about $134,094 at 4% or $89,396 at 6%; with 100% employer match about $100,570 at 4% or $67,047 at 6%.
Bodwell & Associates Retirement Plan-8$679,061$64,365$8,046iApproximate average salary by contribution assumption: employee only about $201,141 at 4% or $134,094 at 6%; with 50% employer match about $134,094 at 4% or $89,396 at 6%; with 100% employer match about $100,570 at 4% or $67,047 at 6%.
201718$676,871$46,290$5,786iApproximate average salary by contribution assumption: employee only about $144,656 at 4% or $96,438 at 6%; with 50% employer match about $96,438 at 4% or $64,292 at 6%; with 100% employer match about $72,328 at 4% or $48,219 at 6%.
Bodwell & Associates Retirement Plan-8$676,871$46,290$5,786iApproximate average salary by contribution assumption: employee only about $144,656 at 4% or $96,438 at 6%; with 50% employer match about $96,438 at 4% or $64,292 at 6%; with 100% employer match about $72,328 at 4% or $48,219 at 6%.
201618$562,189$28,839$3,605iApproximate average salary by contribution assumption: employee only about $90,122 at 4% or $60,081 at 6%; with 50% employer match about $60,081 at 4% or $40,054 at 6%; with 100% employer match about $45,061 at 4% or $30,041 at 6%.
Bodwell & Associates Retirement Plan-8$562,189$28,839$3,605iApproximate average salary by contribution assumption: employee only about $90,122 at 4% or $60,081 at 6%; with 50% employer match about $60,081 at 4% or $40,054 at 6%; with 100% employer match about $45,061 at 4% or $30,041 at 6%.
201519$515,274$21,630$2,403iApproximate average salary by contribution assumption: employee only about $60,083 at 4% or $40,056 at 6%; with 50% employer match about $40,056 at 4% or $26,704 at 6%; with 100% employer match about $30,042 at 4% or $20,028 at 6%.
Bodwell & Associates Retirement Plan-9$515,274$21,630$2,403iApproximate average salary by contribution assumption: employee only about $60,083 at 4% or $40,056 at 6%; with 50% employer match about $40,056 at 4% or $26,704 at 6%; with 100% employer match about $30,042 at 4% or $20,028 at 6%.
201419$519,581$20,110$2,234iApproximate average salary by contribution assumption: employee only about $55,861 at 4% or $37,241 at 6%; with 50% employer match about $37,241 at 4% or $24,827 at 6%; with 100% employer match about $27,931 at 4% or $18,620 at 6%.
Bodwell & Associates Retirement Plan-9$519,581$20,110$2,234iApproximate average salary by contribution assumption: employee only about $55,861 at 4% or $37,241 at 6%; with 50% employer match about $37,241 at 4% or $24,827 at 6%; with 100% employer match about $27,931 at 4% or $18,620 at 6%.
2013110$797,864$32,250$3,225iApproximate average salary by contribution assumption: employee only about $80,625 at 4% or $53,750 at 6%; with 50% employer match about $53,750 at 4% or $35,833 at 6%; with 100% employer match about $40,313 at 4% or $26,875 at 6%.
Bodwell & Associates Retirement Plan-10$797,864$32,250$3,225iApproximate average salary by contribution assumption: employee only about $80,625 at 4% or $53,750 at 6%; with 50% employer match about $53,750 at 4% or $35,833 at 6%; with 100% employer match about $40,313 at 4% or $26,875 at 6%.
2012110$627,818$28,840$2,884iApproximate average salary by contribution assumption: employee only about $72,100 at 4% or $48,067 at 6%; with 50% employer match about $48,067 at 4% or $32,044 at 6%; with 100% employer match about $36,050 at 4% or $24,033 at 6%.
Bodwell & Associates Retirement Plan-10$627,818$28,840$2,884iApproximate average salary by contribution assumption: employee only about $72,100 at 4% or $48,067 at 6%; with 50% employer match about $48,067 at 4% or $32,044 at 6%; with 100% employer match about $36,050 at 4% or $24,033 at 6%.
2011110$560,340$53,772$5,377iApproximate average salary by contribution assumption: employee only about $134,430 at 4% or $89,620 at 6%; with 50% employer match about $89,620 at 4% or $59,747 at 6%; with 100% employer match about $67,215 at 4% or $44,810 at 6%.
Bodwell & Associates Retirement Plan-10$560,340$53,772$5,377iApproximate average salary by contribution assumption: employee only about $134,430 at 4% or $89,620 at 6%; with 50% employer match about $89,620 at 4% or $59,747 at 6%; with 100% employer match about $67,215 at 4% or $44,810 at 6%.
201018$549,857$23,695$2,962iApproximate average salary by contribution assumption: employee only about $74,047 at 4% or $49,365 at 6%; with 50% employer match about $49,365 at 4% or $32,910 at 6%; with 100% employer match about $37,023 at 4% or $24,682 at 6%.
Bodwell & Associates Retirement Plan-8$549,857$23,695$2,962iApproximate average salary by contribution assumption: employee only about $74,047 at 4% or $49,365 at 6%; with 50% employer match about $49,365 at 4% or $32,910 at 6%; with 100% employer match about $37,023 at 4% or $24,682 at 6%.
200919$468,840$49,732$5,526iApproximate average salary by contribution assumption: employee only about $138,144 at 4% or $92,096 at 6%; with 50% employer match about $92,096 at 4% or $61,398 at 6%; with 100% employer match about $69,072 at 4% or $46,048 at 6%.
Bodwell & Associates Retirement Plan-9$468,840$49,732$5,526iApproximate average salary by contribution assumption: employee only about $138,144 at 4% or $92,096 at 6%; with 50% employer match about $92,096 at 4% or $61,398 at 6%; with 100% employer match about $69,072 at 4% or $46,048 at 6%.
200819$0$0-
Bodwell & Associates Retirement Plan-9---
200719$0$0-
Bodwell & Associates Retirement Plan-9---
200518$276,154$51,784$6,473iApproximate average salary by contribution assumption: employee only about $161,825 at 4% or $107,883 at 6%; with 50% employer match about $107,883 at 4% or $71,922 at 6%; with 100% employer match about $80,913 at 4% or $53,942 at 6%.
Bodwell & Associates Retirement Plan-8$276,154$51,784$6,473iApproximate average salary by contribution assumption: employee only about $161,825 at 4% or $107,883 at 6%; with 50% employer match about $107,883 at 4% or $71,922 at 6%; with 100% employer match about $80,913 at 4% or $53,942 at 6%.
200418$198,038$30,084$3,761iApproximate average salary by contribution assumption: employee only about $94,013 at 4% or $62,675 at 6%; with 50% employer match about $62,675 at 4% or $41,783 at 6%; with 100% employer match about $47,006 at 4% or $31,338 at 6%.
Bodwell & Associates Retirement Plan-8$198,038$30,084$3,761iApproximate average salary by contribution assumption: employee only about $94,013 at 4% or $62,675 at 6%; with 50% employer match about $62,675 at 4% or $41,783 at 6%; with 100% employer match about $47,006 at 4% or $31,338 at 6%.
200318$182,712$29,978$3,747iApproximate average salary by contribution assumption: employee only about $93,681 at 4% or $62,454 at 6%; with 50% employer match about $62,454 at 4% or $41,636 at 6%; with 100% employer match about $46,841 at 4% or $31,227 at 6%.
Bodwell & Associates Retirement Plan-8$182,712$29,978$3,747iApproximate average salary by contribution assumption: employee only about $93,681 at 4% or $62,454 at 6%; with 50% employer match about $62,454 at 4% or $41,636 at 6%; with 100% employer match about $46,841 at 4% or $31,227 at 6%.
200217$119,871$24,730$3,533iApproximate average salary by contribution assumption: employee only about $88,321 at 4% or $58,881 at 6%; with 50% employer match about $58,881 at 4% or $39,254 at 6%; with 100% employer match about $44,161 at 4% or $29,440 at 6%.
Bodwell & Associates Retirement Plan-7$119,871$24,730$3,533iApproximate average salary by contribution assumption: employee only about $88,321 at 4% or $58,881 at 6%; with 50% employer match about $58,881 at 4% or $39,254 at 6%; with 100% employer match about $44,161 at 4% or $29,440 at 6%.
200118$124,949$19,577$2,447iApproximate average salary by contribution assumption: employee only about $61,178 at 4% or $40,785 at 6%; with 50% employer match about $40,785 at 4% or $27,190 at 6%; with 100% employer match about $30,589 at 4% or $20,393 at 6%.
Bodwell & Associates Retirement Plan-8$124,949$19,577$2,447iApproximate average salary by contribution assumption: employee only about $61,178 at 4% or $40,785 at 6%; with 50% employer match about $40,785 at 4% or $27,190 at 6%; with 100% employer match about $30,589 at 4% or $20,393 at 6%.
200018$120,063$18,677$2,335iApproximate average salary by contribution assumption: employee only about $58,366 at 4% or $38,910 at 6%; with 50% employer match about $38,910 at 4% or $25,940 at 6%; with 100% employer match about $29,183 at 4% or $19,455 at 6%.
Bodwell & Associates Retirement Plan-8$120,063$18,677$2,335iApproximate average salary by contribution assumption: employee only about $58,366 at 4% or $38,910 at 6%; with 50% employer match about $38,910 at 4% or $25,940 at 6%; with 100% employer match about $29,183 at 4% or $19,455 at 6%.
199917$95,461$23,124$3,303iApproximate average salary by contribution assumption: employee only about $82,586 at 4% or $55,057 at 6%; with 50% employer match about $55,057 at 4% or $36,705 at 6%; with 100% employer match about $41,293 at 4% or $27,529 at 6%.
Bodwell & Associates Retirement Plan-7$95,461$23,124$3,303iApproximate average salary by contribution assumption: employee only about $82,586 at 4% or $55,057 at 6%; with 50% employer match about $55,057 at 4% or $36,705 at 6%; with 100% employer match about $41,293 at 4% or $27,529 at 6%.