Civic Intelligence

Philpott, Ball Werner Inc.

Plan context: Profit Sharing Retirement Plan of Philpott, Ball Werner Inc.

EIN 56-1723301 • Charlotte, NC • 26 filings • 4 plans

11325 North Community House RoadSuite 430Charlotte, NC 28277
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$8,896,096

2025 Contributions

$644,463

Historical Graphs

Total Assets Over Time

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

$8,896,096$4,448,048$0200020132025YearValue
$8,896,096Latest year 2025

Participants Over Time

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

1160200020132025YearValue
11Latest year 2025

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
2025111$8,896,096$644,463$58,588iApproximate average salary by contribution assumption: employee only about $1,464,689 at 4% or $976,459 at 6%; with 50% employer match about $976,459 at 4% or $650,973 at 6%; with 100% employer match about $732,344 at 4% or $488,230 at 6%.
Profit Sharing Retirement Plan of Philpott, Ball Werner Inc.-11$8,896,096$644,463$58,588iApproximate average salary by contribution assumption: employee only about $1,464,689 at 4% or $976,459 at 6%; with 50% employer match about $976,459 at 4% or $650,973 at 6%; with 100% employer match about $732,344 at 4% or $488,230 at 6%.
2024110$6,939,326$940,282$94,028iApproximate average salary by contribution assumption: employee only about $2,350,705 at 4% or $1,567,137 at 6%; with 50% employer match about $1,567,137 at 4% or $1,044,758 at 6%; with 100% employer match about $1,175,353 at 4% or $783,568 at 6%.
Profit Sharing Retirement Plan of Philpott, Ball Werner Inc.-10$6,939,326$940,282$94,028iApproximate average salary by contribution assumption: employee only about $2,350,705 at 4% or $1,567,137 at 6%; with 50% employer match about $1,567,137 at 4% or $1,044,758 at 6%; with 100% employer match about $1,175,353 at 4% or $783,568 at 6%.
2023110$5,659,776$465,871$46,587iApproximate average salary by contribution assumption: employee only about $1,164,678 at 4% or $776,452 at 6%; with 50% employer match about $776,452 at 4% or $517,634 at 6%; with 100% employer match about $582,339 at 4% or $388,226 at 6%.
Profit Sharing Retirement Plan of Philpott, Ball Werner Inc.-10$5,659,776$465,871$46,587iApproximate average salary by contribution assumption: employee only about $1,164,678 at 4% or $776,452 at 6%; with 50% employer match about $776,452 at 4% or $517,634 at 6%; with 100% employer match about $582,339 at 4% or $388,226 at 6%.
2022111$4,951,688$447,255$40,660iApproximate average salary by contribution assumption: employee only about $1,016,489 at 4% or $677,659 at 6%; with 50% employer match about $677,659 at 4% or $451,773 at 6%; with 100% employer match about $508,244 at 4% or $338,830 at 6%.
Profit Sharing Retirement Plan of Philpott, Ball Werner Inc.-11$4,951,688$447,255$40,660iApproximate average salary by contribution assumption: employee only about $1,016,489 at 4% or $677,659 at 6%; with 50% employer match about $677,659 at 4% or $451,773 at 6%; with 100% employer match about $508,244 at 4% or $338,830 at 6%.
2021111$5,074,609$530,621$48,238iApproximate average salary by contribution assumption: employee only about $1,205,957 at 4% or $803,971 at 6%; with 50% employer match about $803,971 at 4% or $535,981 at 6%; with 100% employer match about $602,978 at 4% or $401,986 at 6%.
Profit Sharing Retirement Plan of Philpott, Ball Werner Inc.-11$5,074,609$530,621$48,238iApproximate average salary by contribution assumption: employee only about $1,205,957 at 4% or $803,971 at 6%; with 50% employer match about $803,971 at 4% or $535,981 at 6%; with 100% employer match about $602,978 at 4% or $401,986 at 6%.
202019$4,177,827$331,544$36,838iApproximate average salary by contribution assumption: employee only about $920,956 at 4% or $613,970 at 6%; with 50% employer match about $613,970 at 4% or $409,314 at 6%; with 100% employer match about $460,478 at 4% or $306,985 at 6%.
Profit Sharing Retirement Plan of Philpott, Ball Werner Inc.-9$4,177,827$331,544$36,838iApproximate average salary by contribution assumption: employee only about $920,956 at 4% or $613,970 at 6%; with 50% employer match about $613,970 at 4% or $409,314 at 6%; with 100% employer match about $460,478 at 4% or $306,985 at 6%.
201918$4,175,248$356,087$44,511iApproximate average salary by contribution assumption: employee only about $1,112,772 at 4% or $741,848 at 6%; with 50% employer match about $741,848 at 4% or $494,565 at 6%; with 100% employer match about $556,386 at 4% or $370,924 at 6%.
Profit Sharing Retirement Plan of Philpott, Ball Werner Inc.-8$4,175,248$356,087$44,511iApproximate average salary by contribution assumption: employee only about $1,112,772 at 4% or $741,848 at 6%; with 50% employer match about $741,848 at 4% or $494,565 at 6%; with 100% employer match about $556,386 at 4% or $370,924 at 6%.
201818$3,380,497$609,215$76,152iApproximate average salary by contribution assumption: employee only about $1,903,797 at 4% or $1,269,198 at 6%; with 50% employer match about $1,269,198 at 4% or $846,132 at 6%; with 100% employer match about $951,898 at 4% or $634,599 at 6%.
Profit Sharing Retirement Plan of Philpott, Ball Werner Inc.-8$3,380,497$609,215$76,152iApproximate average salary by contribution assumption: employee only about $1,903,797 at 4% or $1,269,198 at 6%; with 50% employer match about $1,269,198 at 4% or $846,132 at 6%; with 100% employer match about $951,898 at 4% or $634,599 at 6%.
201717$2,943,984$318,750$45,536iApproximate average salary by contribution assumption: employee only about $1,138,393 at 4% or $758,929 at 6%; with 50% employer match about $758,929 at 4% or $505,952 at 6%; with 100% employer match about $569,196 at 4% or $379,464 at 6%.
Profit Sharing Retirement Plan of Philpott, Ball Werner Inc.-7$2,943,984$318,750$45,536iApproximate average salary by contribution assumption: employee only about $1,138,393 at 4% or $758,929 at 6%; with 50% employer match about $758,929 at 4% or $505,952 at 6%; with 100% employer match about $569,196 at 4% or $379,464 at 6%.
201617$2,430,066$312,665$44,666iApproximate average salary by contribution assumption: employee only about $1,116,661 at 4% or $744,440 at 6%; with 50% employer match about $744,440 at 4% or $496,294 at 6%; with 100% employer match about $558,330 at 4% or $372,220 at 6%.
Profit Sharing Retirement Plan of Philpott, Ball Werner Inc.-7$2,430,066$312,665$44,666iApproximate average salary by contribution assumption: employee only about $1,116,661 at 4% or $744,440 at 6%; with 50% employer match about $744,440 at 4% or $496,294 at 6%; with 100% employer match about $558,330 at 4% or $372,220 at 6%.
201517$1,963,122$123,917$17,702iApproximate average salary by contribution assumption: employee only about $442,561 at 4% or $295,040 at 6%; with 50% employer match about $295,040 at 4% or $196,694 at 6%; with 100% employer match about $221,280 at 4% or $147,520 at 6%.
Profit Sharing Retirement Plan of Philpott, Ball Werner Inc.-7$1,963,122$123,917$17,702iApproximate average salary by contribution assumption: employee only about $442,561 at 4% or $295,040 at 6%; with 50% employer match about $295,040 at 4% or $196,694 at 6%; with 100% employer match about $221,280 at 4% or $147,520 at 6%.
201417$1,939,759$204,633$29,233iApproximate average salary by contribution assumption: employee only about $730,832 at 4% or $487,221 at 6%; with 50% employer match about $487,221 at 4% or $324,814 at 6%; with 100% employer match about $365,416 at 4% or $243,611 at 6%.
Profit Sharing Retirement Plan of Philpott, Ball Werner Inc.-7$1,939,759$204,633$29,233iApproximate average salary by contribution assumption: employee only about $730,832 at 4% or $487,221 at 6%; with 50% employer match about $487,221 at 4% or $324,814 at 6%; with 100% employer match about $365,416 at 4% or $243,611 at 6%.
201317$2,701,484$195,086$27,869iApproximate average salary by contribution assumption: employee only about $696,736 at 4% or $464,490 at 6%; with 50% employer match about $464,490 at 4% or $309,660 at 6%; with 100% employer match about $348,368 at 4% or $232,245 at 6%.
Profit Sharing Retirement Plan of Philpott, Ball Werner Inc.-7$2,701,484$195,086$27,869iApproximate average salary by contribution assumption: employee only about $696,736 at 4% or $464,490 at 6%; with 50% employer match about $464,490 at 4% or $309,660 at 6%; with 100% employer match about $348,368 at 4% or $232,245 at 6%.
201218$2,322,758$167,738$20,967iApproximate average salary by contribution assumption: employee only about $524,181 at 4% or $349,454 at 6%; with 50% employer match about $349,454 at 4% or $232,969 at 6%; with 100% employer match about $262,091 at 4% or $174,727 at 6%.
Profit Sharing Retirement Plan of Philpott, Ball Werner Inc.-8$2,322,758$167,738$20,967iApproximate average salary by contribution assumption: employee only about $524,181 at 4% or $349,454 at 6%; with 50% employer match about $349,454 at 4% or $232,969 at 6%; with 100% employer match about $262,091 at 4% or $174,727 at 6%.
2011110$2,118,371$229,988$22,999iApproximate average salary by contribution assumption: employee only about $574,970 at 4% or $383,313 at 6%; with 50% employer match about $383,313 at 4% or $255,542 at 6%; with 100% employer match about $287,485 at 4% or $191,657 at 6%.
Profit Sharing Retirement Plan of Philpott, Ball Werner Inc.-10$2,118,371$229,988$22,999iApproximate average salary by contribution assumption: employee only about $574,970 at 4% or $383,313 at 6%; with 50% employer match about $383,313 at 4% or $255,542 at 6%; with 100% employer match about $287,485 at 4% or $191,657 at 6%.
2010110$1,952,416$234,615$23,462iApproximate average salary by contribution assumption: employee only about $586,538 at 4% or $391,025 at 6%; with 50% employer match about $391,025 at 4% or $260,683 at 6%; with 100% employer match about $293,269 at 4% or $195,513 at 6%.
Profit Sharing Retirement Plan of Philpott, Ball Werner Inc.-10$1,952,416$234,615$23,462iApproximate average salary by contribution assumption: employee only about $586,538 at 4% or $391,025 at 6%; with 50% employer match about $391,025 at 4% or $260,683 at 6%; with 100% employer match about $293,269 at 4% or $195,513 at 6%.
200919$1,610,469$201,724$22,414iApproximate average salary by contribution assumption: employee only about $560,344 at 4% or $373,563 at 6%; with 50% employer match about $373,563 at 4% or $249,042 at 6%; with 100% employer match about $280,172 at 4% or $186,781 at 6%.
Profit Sharing Retirement Plan of Philpott, Ball Werner Inc.-9$1,610,469$201,724$22,414iApproximate average salary by contribution assumption: employee only about $560,344 at 4% or $373,563 at 6%; with 50% employer match about $373,563 at 4% or $249,042 at 6%; with 100% employer match about $280,172 at 4% or $186,781 at 6%.
200817$1,208,756$164,479$23,497iApproximate average salary by contribution assumption: employee only about $587,425 at 4% or $391,617 at 6%; with 50% employer match about $391,617 at 4% or $261,078 at 6%; with 100% employer match about $293,713 at 4% or $195,808 at 6%.
Profit Sharing Retirement Plan of Philpott, Ball Werner Inc.-7$1,208,756$164,479$23,497iApproximate average salary by contribution assumption: employee only about $587,425 at 4% or $391,617 at 6%; with 50% employer match about $391,617 at 4% or $261,078 at 6%; with 100% employer match about $293,713 at 4% or $195,808 at 6%.
200716$2,407,306$227,680$37,947iApproximate average salary by contribution assumption: employee only about $948,667 at 4% or $632,444 at 6%; with 50% employer match about $632,444 at 4% or $421,630 at 6%; with 100% employer match about $474,333 at 4% or $316,222 at 6%.
Profit Sharing Retirement Plan of Philpott, Ball Werner Inc.-6$2,407,306$227,680$37,947iApproximate average salary by contribution assumption: employee only about $948,667 at 4% or $632,444 at 6%; with 50% employer match about $632,444 at 4% or $421,630 at 6%; with 100% employer match about $474,333 at 4% or $316,222 at 6%.
200616$2,120,260$221,185$36,864iApproximate average salary by contribution assumption: employee only about $921,604 at 4% or $614,403 at 6%; with 50% employer match about $614,403 at 4% or $409,602 at 6%; with 100% employer match about $460,802 at 4% or $307,201 at 6%.
Profit Sharing Retirement Plan of Philpott, Ball Werner Inc.-6$2,120,260$221,185$36,864iApproximate average salary by contribution assumption: employee only about $921,604 at 4% or $614,403 at 6%; with 50% employer match about $614,403 at 4% or $409,602 at 6%; with 100% employer match about $460,802 at 4% or $307,201 at 6%.
200517$1,700,162$194,833$27,833iApproximate average salary by contribution assumption: employee only about $695,832 at 4% or $463,888 at 6%; with 50% employer match about $463,888 at 4% or $309,259 at 6%; with 100% employer match about $347,916 at 4% or $231,944 at 6%.
Profit Sharing Retirement Plan of Philpott, Ball Werner Inc.-7$1,700,162$194,833$27,833iApproximate average salary by contribution assumption: employee only about $695,832 at 4% or $463,888 at 6%; with 50% employer match about $463,888 at 4% or $309,259 at 6%; with 100% employer match about $347,916 at 4% or $231,944 at 6%.
200416$1,492,171$169,907$28,318iApproximate average salary by contribution assumption: employee only about $707,946 at 4% or $471,964 at 6%; with 50% employer match about $471,964 at 4% or $314,643 at 6%; with 100% employer match about $353,973 at 4% or $235,982 at 6%.
Profit Sharing Retirement Plan of Philpott, Ball Werner Inc.-6$1,492,171$169,907$28,318iApproximate average salary by contribution assumption: employee only about $707,946 at 4% or $471,964 at 6%; with 50% employer match about $471,964 at 4% or $314,643 at 6%; with 100% employer match about $353,973 at 4% or $235,982 at 6%.
200316$1,243,193$138,468$23,078iApproximate average salary by contribution assumption: employee only about $576,950 at 4% or $384,633 at 6%; with 50% employer match about $384,633 at 4% or $256,422 at 6%; with 100% employer match about $288,475 at 4% or $192,317 at 6%.
Profit Sharing Retirement Plan of Philpott, Ball Werner Inc.-6$1,243,193$138,468$23,078iApproximate average salary by contribution assumption: employee only about $576,950 at 4% or $384,633 at 6%; with 50% employer match about $384,633 at 4% or $256,422 at 6%; with 100% employer match about $288,475 at 4% or $192,317 at 6%.
200216$1,016,996$59,499$9,917iApproximate average salary by contribution assumption: employee only about $247,913 at 4% or $165,275 at 6%; with 50% employer match about $165,275 at 4% or $110,183 at 6%; with 100% employer match about $123,956 at 4% or $82,638 at 6%.
Profit Sharing Retirement Plan of Philpott, Ball Werner Inc.-6$1,016,996$59,499$9,917iApproximate average salary by contribution assumption: employee only about $247,913 at 4% or $165,275 at 6%; with 50% employer match about $165,275 at 4% or $110,183 at 6%; with 100% employer match about $123,956 at 4% or $82,638 at 6%.
200119$1,312,357$85,000$9,444iApproximate average salary by contribution assumption: employee only about $236,111 at 4% or $157,407 at 6%; with 50% employer match about $157,407 at 4% or $104,938 at 6%; with 100% employer match about $118,056 at 4% or $78,704 at 6%.
Profit Sharing Retirement Plan of Philpott, Ball Werner Inc.-9$1,312,357$85,000$9,444iApproximate average salary by contribution assumption: employee only about $236,111 at 4% or $157,407 at 6%; with 50% employer match about $157,407 at 4% or $104,938 at 6%; with 100% employer match about $118,056 at 4% or $78,704 at 6%.
200019$1,495,725$85,000$9,444iApproximate average salary by contribution assumption: employee only about $236,111 at 4% or $157,407 at 6%; with 50% employer match about $157,407 at 4% or $104,938 at 6%; with 100% employer match about $118,056 at 4% or $78,704 at 6%.
Profit Sharing Retirement Plan of Philpott, Ball Werner Inc.-9$1,495,725$85,000$9,444iApproximate average salary by contribution assumption: employee only about $236,111 at 4% or $157,407 at 6%; with 50% employer match about $157,407 at 4% or $104,938 at 6%; with 100% employer match about $118,056 at 4% or $78,704 at 6%.