Richard Catlin & Associates Inc.
Plan context: Richard Catlin and Associates Inc. 401K Profit Sharing Plan & Trust
EIN 56-1761833 • Wilmington, NC • 26 filings • 10 plans
Current Snapshot
Latest Year
2024
2024 Participants
56
2024 Assets
$3,999,630
2024 Contributions
$201,311
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 | 1 | 56 | $3,999,630 | $201,311 | $3,595iApproximate average salary by contribution assumption: employee only about $89,871 at 4% or $59,914 at 6%; with 50% employer match about $59,914 at 4% or $39,943 at 6%; with 100% employer match about $44,935 at 4% or $29,957 at 6%. |
| Richard Catlin and Associates Inc. 401K Profit Sharing Plan & Trust | - | 56 | $3,999,630 | $201,311 | $3,595iApproximate average salary by contribution assumption: employee only about $89,871 at 4% or $59,914 at 6%; with 50% employer match about $59,914 at 4% or $39,943 at 6%; with 100% employer match about $44,935 at 4% or $29,957 at 6%. |
| 2023 | 1 | 63 | $4,789,938 | $182,458 | $2,896iApproximate average salary by contribution assumption: employee only about $72,404 at 4% or $48,269 at 6%; with 50% employer match about $48,269 at 4% or $32,180 at 6%; with 100% employer match about $36,202 at 4% or $24,135 at 6%. |
| Richard Catlin and Associates Inc. 401K Profit Sharing Plan & Trust | - | 63 | $4,789,938 | $182,458 | $2,896iApproximate average salary by contribution assumption: employee only about $72,404 at 4% or $48,269 at 6%; with 50% employer match about $48,269 at 4% or $32,180 at 6%; with 100% employer match about $36,202 at 4% or $24,135 at 6%. |
| 2022 | 1 | 50 | $4,264,308 | $159,690 | $3,194iApproximate average salary by contribution assumption: employee only about $79,845 at 4% or $53,230 at 6%; with 50% employer match about $53,230 at 4% or $35,487 at 6%; with 100% employer match about $39,923 at 4% or $26,615 at 6%. |
| Richard Catlin and Associates Inc. 401K Profit Sharing Plan & Trust | - | 50 | $4,264,308 | $159,690 | $3,194iApproximate average salary by contribution assumption: employee only about $79,845 at 4% or $53,230 at 6%; with 50% employer match about $53,230 at 4% or $35,487 at 6%; with 100% employer match about $39,923 at 4% or $26,615 at 6%. |
| 2021 | 1 | 51 | $7,280,224 | $172,917 | $3,391iApproximate average salary by contribution assumption: employee only about $84,763 at 4% or $56,509 at 6%; with 50% employer match about $56,509 at 4% or $37,673 at 6%; with 100% employer match about $42,382 at 4% or $28,254 at 6%. |
| Richard Catlin and Associates Inc. 401K Profit Sharing Plan & Trust | - | 51 | $7,280,224 | $172,917 | $3,391iApproximate average salary by contribution assumption: employee only about $84,763 at 4% or $56,509 at 6%; with 50% employer match about $56,509 at 4% or $37,673 at 6%; with 100% employer match about $42,382 at 4% or $28,254 at 6%. |
| 2020 | 1 | 50 | $6,303,736 | $145,067 | $2,901iApproximate average salary by contribution assumption: employee only about $72,534 at 4% or $48,356 at 6%; with 50% employer match about $48,356 at 4% or $32,237 at 6%; with 100% employer match about $36,267 at 4% or $24,178 at 6%. |
| Richard Catlin and Associates Inc. 401K Profit Sharing Plan & Trust | - | 50 | $6,303,736 | $145,067 | $2,901iApproximate average salary by contribution assumption: employee only about $72,534 at 4% or $48,356 at 6%; with 50% employer match about $48,356 at 4% or $32,237 at 6%; with 100% employer match about $36,267 at 4% or $24,178 at 6%. |
| 2019 | 1 | 47 | $5,467,610 | $155,235 | $3,303iApproximate average salary by contribution assumption: employee only about $82,572 at 4% or $55,048 at 6%; with 50% employer match about $55,048 at 4% or $36,699 at 6%; with 100% employer match about $41,286 at 4% or $27,524 at 6%. |
| Richard Catlin and Associates Inc. 401K Profit Sharing Plan & Trust | - | 47 | $5,467,610 | $155,235 | $3,303iApproximate average salary by contribution assumption: employee only about $82,572 at 4% or $55,048 at 6%; with 50% employer match about $55,048 at 4% or $36,699 at 6%; with 100% employer match about $41,286 at 4% or $27,524 at 6%. |
| 2018 | 1 | 46 | $4,361,931 | $148,455 | $3,227iApproximate average salary by contribution assumption: employee only about $80,682 at 4% or $53,788 at 6%; with 50% employer match about $53,788 at 4% or $35,859 at 6%; with 100% employer match about $40,341 at 4% or $26,894 at 6%. |
| Richard Catlin and Associates Inc. 401K Profit Sharing Plan & Trust | - | 46 | $4,361,931 | $148,455 | $3,227iApproximate average salary by contribution assumption: employee only about $80,682 at 4% or $53,788 at 6%; with 50% employer match about $53,788 at 4% or $35,859 at 6%; with 100% employer match about $40,341 at 4% or $26,894 at 6%. |
| 2017 | 1 | 43 | $4,452,371 | $94,468 | $2,197iApproximate average salary by contribution assumption: employee only about $54,923 at 4% or $36,616 at 6%; with 50% employer match about $36,616 at 4% or $24,410 at 6%; with 100% employer match about $27,462 at 4% or $18,308 at 6%. |
| Richard Catlin and Associates Inc. 401K Profit Sharing Plan & Trust | - | 43 | $4,452,371 | $94,468 | $2,197iApproximate average salary by contribution assumption: employee only about $54,923 at 4% or $36,616 at 6%; with 50% employer match about $36,616 at 4% or $24,410 at 6%; with 100% employer match about $27,462 at 4% or $18,308 at 6%. |
| 2016 | 1 | 40 | $3,814,359 | $141,659 | $3,541iApproximate average salary by contribution assumption: employee only about $88,537 at 4% or $59,025 at 6%; with 50% employer match about $59,025 at 4% or $39,350 at 6%; with 100% employer match about $44,268 at 4% or $29,512 at 6%. |
| Richard Catlin and Associates Inc. 401K Profit Sharing Plan & Trust | - | 40 | $3,814,359 | $141,659 | $3,541iApproximate average salary by contribution assumption: employee only about $88,537 at 4% or $59,025 at 6%; with 50% employer match about $59,025 at 4% or $39,350 at 6%; with 100% employer match about $44,268 at 4% or $29,512 at 6%. |
| 2015 | 1 | 37 | $3,426,153 | $136,554 | $3,691iApproximate average salary by contribution assumption: employee only about $92,266 at 4% or $61,511 at 6%; with 50% employer match about $61,511 at 4% or $41,007 at 6%; with 100% employer match about $46,133 at 4% or $30,755 at 6%. |
| Richard Catlin and Associates Inc. 401K Profit Sharing Plan & Trust | - | 37 | $3,426,153 | $136,554 | $3,691iApproximate average salary by contribution assumption: employee only about $92,266 at 4% or $61,511 at 6%; with 50% employer match about $61,511 at 4% or $41,007 at 6%; with 100% employer match about $46,133 at 4% or $30,755 at 6%. |
| 2014 | 1 | 36 | $3,420,503 | $86,723 | $2,409iApproximate average salary by contribution assumption: employee only about $60,224 at 4% or $40,150 at 6%; with 50% employer match about $40,150 at 4% or $26,766 at 6%; with 100% employer match about $30,112 at 4% or $20,075 at 6%. |
| Richard Catlin and Associates Inc. 401K Profit Sharing Plan & Trust | - | 36 | $3,420,503 | $86,723 | $2,409iApproximate average salary by contribution assumption: employee only about $60,224 at 4% or $40,150 at 6%; with 50% employer match about $40,150 at 4% or $26,766 at 6%; with 100% employer match about $30,112 at 4% or $20,075 at 6%. |
| 2013 | 1 | 38 | $3,189,346 | $86,161 | $2,267iApproximate average salary by contribution assumption: employee only about $56,685 at 4% or $37,790 at 6%; with 50% employer match about $37,790 at 4% or $25,193 at 6%; with 100% employer match about $28,342 at 4% or $18,895 at 6%. |
| Richard Catlin and Associates Inc. 401K Profit Sharing Plan & Trust | - | 38 | $3,189,346 | $86,161 | $2,267iApproximate average salary by contribution assumption: employee only about $56,685 at 4% or $37,790 at 6%; with 50% employer match about $37,790 at 4% or $25,193 at 6%; with 100% employer match about $28,342 at 4% or $18,895 at 6%. |
| 2012 | 1 | 42 | $2,660,106 | $115,708 | $2,755iApproximate average salary by contribution assumption: employee only about $68,874 at 4% or $45,916 at 6%; with 50% employer match about $45,916 at 4% or $30,611 at 6%; with 100% employer match about $34,437 at 4% or $22,958 at 6%. |
| Richard Catlin and Associates Inc. 401K Profit Sharing Plan & Trust | - | 42 | $2,660,106 | $115,708 | $2,755iApproximate average salary by contribution assumption: employee only about $68,874 at 4% or $45,916 at 6%; with 50% employer match about $45,916 at 4% or $30,611 at 6%; with 100% employer match about $34,437 at 4% or $22,958 at 6%. |
| 2011 | 1 | 38 | $2,328,404 | $142,253 | $3,744iApproximate average salary by contribution assumption: employee only about $93,588 at 4% or $62,392 at 6%; with 50% employer match about $62,392 at 4% or $41,594 at 6%; with 100% employer match about $46,794 at 4% or $31,196 at 6%. |
| Richard Catlin and Associates Inc. 401K Profit Sharing Plan & Trust | - | 38 | $2,328,404 | $142,253 | $3,744iApproximate average salary by contribution assumption: employee only about $93,588 at 4% or $62,392 at 6%; with 50% employer match about $62,392 at 4% or $41,594 at 6%; with 100% employer match about $46,794 at 4% or $31,196 at 6%. |
| 2010 | 1 | 38 | $2,281,533 | $81,788 | $2,152iApproximate average salary by contribution assumption: employee only about $53,808 at 4% or $35,872 at 6%; with 50% employer match about $35,872 at 4% or $23,915 at 6%; with 100% employer match about $26,904 at 4% or $17,936 at 6%. |
| Richard Catlin and Associates Inc. 401K Profit Sharing Plan & Trust | - | 38 | $2,281,533 | $81,788 | $2,152iApproximate average salary by contribution assumption: employee only about $53,808 at 4% or $35,872 at 6%; with 50% employer match about $35,872 at 4% or $23,915 at 6%; with 100% employer match about $26,904 at 4% or $17,936 at 6%. |
| 2009 | 1 | 42 | $1,998,347 | $101,565 | $2,418iApproximate average salary by contribution assumption: employee only about $60,455 at 4% or $40,304 at 6%; with 50% employer match about $40,304 at 4% or $26,869 at 6%; with 100% employer match about $30,228 at 4% or $20,152 at 6%. |
| Richard Catlin and Associates Inc. 401K Profit Sharing Plan & Trust | - | 42 | $1,998,347 | $101,565 | $2,418iApproximate average salary by contribution assumption: employee only about $60,455 at 4% or $40,304 at 6%; with 50% employer match about $40,304 at 4% or $26,869 at 6%; with 100% employer match about $30,228 at 4% or $20,152 at 6%. |
| 2008 | 1 | 31 | $1,577,109 | $161,501 | $5,210iApproximate average salary by contribution assumption: employee only about $130,243 at 4% or $86,828 at 6%; with 50% employer match about $86,828 at 4% or $57,886 at 6%; with 100% employer match about $65,121 at 4% or $43,414 at 6%. |
| Richard Catlin and Associates Inc. 401K Profit Sharing Plan & Trust | - | 31 | $1,577,109 | $161,501 | $5,210iApproximate average salary by contribution assumption: employee only about $130,243 at 4% or $86,828 at 6%; with 50% employer match about $86,828 at 4% or $57,886 at 6%; with 100% employer match about $65,121 at 4% or $43,414 at 6%. |
| 2007 | 1 | 37 | $0 | $0 | - |
| Richard Catlin and Associates Inc. 401K Profit Sharing Plan & Trust | - | 37 | - | - | - |
| 2006 | 1 | 29 | $1,956,941 | $120,808 | $4,166iApproximate average salary by contribution assumption: employee only about $104,145 at 4% or $69,430 at 6%; with 50% employer match about $69,430 at 4% or $46,287 at 6%; with 100% employer match about $52,072 at 4% or $34,715 at 6%. |
| Richard Catlin and Associates Inc. 401K Profit Sharing Plan & Trust | - | 29 | $1,956,941 | $120,808 | $4,166iApproximate average salary by contribution assumption: employee only about $104,145 at 4% or $69,430 at 6%; with 50% employer match about $69,430 at 4% or $46,287 at 6%; with 100% employer match about $52,072 at 4% or $34,715 at 6%. |
| 2005 | 1 | 30 | $1,586,122 | $142,822 | $4,761iApproximate average salary by contribution assumption: employee only about $119,018 at 4% or $79,346 at 6%; with 50% employer match about $79,346 at 4% or $52,897 at 6%; with 100% employer match about $59,509 at 4% or $39,673 at 6%. |
| Richard Catlin and Associates Inc. 401K Profit Sharing Plan & Trust | - | 30 | $1,586,122 | $142,822 | $4,761iApproximate average salary by contribution assumption: employee only about $119,018 at 4% or $79,346 at 6%; with 50% employer match about $79,346 at 4% or $52,897 at 6%; with 100% employer match about $59,509 at 4% or $39,673 at 6%. |
| 2004 | 1 | 32 | $1,316,910 | $101,781 | $3,181iApproximate average salary by contribution assumption: employee only about $79,516 at 4% or $53,011 at 6%; with 50% employer match about $53,011 at 4% or $35,341 at 6%; with 100% employer match about $39,758 at 4% or $26,505 at 6%. |
| Richard Catlin and Associates Inc. 401K Profit Sharing Plan & Trust | - | 32 | $1,316,910 | $101,781 | $3,181iApproximate average salary by contribution assumption: employee only about $79,516 at 4% or $53,011 at 6%; with 50% employer match about $53,011 at 4% or $35,341 at 6%; with 100% employer match about $39,758 at 4% or $26,505 at 6%. |
| 2003 | 1 | 29 | $1,132,440 | $103,630 | $3,573iApproximate average salary by contribution assumption: employee only about $89,336 at 4% or $59,557 at 6%; with 50% employer match about $59,557 at 4% or $39,705 at 6%; with 100% employer match about $44,668 at 4% or $29,779 at 6%. |
| Richard Catlin and Associates Inc. 401K Profit Sharing Plan & Trust | - | 29 | $1,132,440 | $103,630 | $3,573iApproximate average salary by contribution assumption: employee only about $89,336 at 4% or $59,557 at 6%; with 50% employer match about $59,557 at 4% or $39,705 at 6%; with 100% employer match about $44,668 at 4% or $29,779 at 6%. |
| 2002 | 1 | 31 | $802,801 | $99,866 | $3,221iApproximate average salary by contribution assumption: employee only about $80,537 at 4% or $53,691 at 6%; with 50% employer match about $53,691 at 4% or $35,794 at 6%; with 100% employer match about $40,269 at 4% or $26,846 at 6%. |
| Richard Catlin and Associates Inc. 401K Profit Sharing Plan & Trust | - | 31 | $802,801 | $99,866 | $3,221iApproximate average salary by contribution assumption: employee only about $80,537 at 4% or $53,691 at 6%; with 50% employer match about $53,691 at 4% or $35,794 at 6%; with 100% employer match about $40,269 at 4% or $26,846 at 6%. |
| 2001 | 1 | 27 | $0 | $0 | - |
| Richard Catlin and Associates Inc. 401K Profit Sharing Plan & Trust | - | 27 | - | - | - |
| 2000 | 1 | 30 | $1,050,911 | $79,807 | $2,660iApproximate average salary by contribution assumption: employee only about $66,506 at 4% or $44,337 at 6%; with 50% employer match about $44,337 at 4% or $29,558 at 6%; with 100% employer match about $33,253 at 4% or $22,169 at 6%. |
| Richard Catlin and Associates Inc. 401K Profit Sharing Plan & Trust | - | 30 | $1,050,911 | $79,807 | $2,660iApproximate average salary by contribution assumption: employee only about $66,506 at 4% or $44,337 at 6%; with 50% employer match about $44,337 at 4% or $29,558 at 6%; with 100% employer match about $33,253 at 4% or $22,169 at 6%. |
| 1999 | 1 | 53 | $1,131,513 | $411,350 | $7,761iApproximate average salary by contribution assumption: employee only about $194,033 at 4% or $129,355 at 6%; with 50% employer match about $129,355 at 4% or $86,237 at 6%; with 100% employer match about $97,017 at 4% or $64,678 at 6%. |
| Richard Catlin and Associates Inc. 401K Profit Sharing Plan & Trust | - | 53 | $1,131,513 | $411,350 | $7,761iApproximate average salary by contribution assumption: employee only about $194,033 at 4% or $129,355 at 6%; with 50% employer match about $129,355 at 4% or $86,237 at 6%; with 100% employer match about $97,017 at 4% or $64,678 at 6%. |