Civic Intelligence

DON ALLRED & ASSOCIATES, INC

Plan context: DON ALLRED & ASSOCIATES, INC 401(K) PROFIT SHARING PLAN AND TRUST

EIN 56-1781918 • Burlington, NC • 7 filings • 1 plans

3001 S. Church StBurlington, NC 27215
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$1,797,738

2025 Contributions

$281,703

Historical Graphs

Total Assets Over Time

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

$1,797,738$898,869$0201920222025YearValue
$1,797,738Latest year 2025

Participants Over Time

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

950201920222025YearValue
9Latest 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
202519$1,797,738$281,703$31,300iApproximate average salary by contribution assumption: employee only about $782,508 at 4% or $521,672 at 6%; with 50% employer match about $521,672 at 4% or $347,781 at 6%; with 100% employer match about $391,254 at 4% or $260,836 at 6%.
DON ALLRED & ASSOCIATES, INC 401(K) PROFIT SHARING PLAN AND TRUST-9$1,797,738$281,703$31,300iApproximate average salary by contribution assumption: employee only about $782,508 at 4% or $521,672 at 6%; with 50% employer match about $521,672 at 4% or $347,781 at 6%; with 100% employer match about $391,254 at 4% or $260,836 at 6%.
202419$1,352,675$260,588$28,954iApproximate average salary by contribution assumption: employee only about $723,856 at 4% or $482,570 at 6%; with 50% employer match about $482,570 at 4% or $321,714 at 6%; with 100% employer match about $361,928 at 4% or $241,285 at 6%.
DON ALLRED & ASSOCIATES, INC 401(K) PROFIT SHARING PLAN AND TRUST-9$1,352,675$260,588$28,954iApproximate average salary by contribution assumption: employee only about $723,856 at 4% or $482,570 at 6%; with 50% employer match about $482,570 at 4% or $321,714 at 6%; with 100% employer match about $361,928 at 4% or $241,285 at 6%.
202319$998,441$238,337$26,482iApproximate average salary by contribution assumption: employee only about $662,047 at 4% or $441,365 at 6%; with 50% employer match about $441,365 at 4% or $294,243 at 6%; with 100% employer match about $331,024 at 4% or $220,682 at 6%.
DON ALLRED & ASSOCIATES, INC 401(K) PROFIT SHARING PLAN AND TRUST-9$998,441$238,337$26,482iApproximate average salary by contribution assumption: employee only about $662,047 at 4% or $441,365 at 6%; with 50% employer match about $441,365 at 4% or $294,243 at 6%; with 100% employer match about $331,024 at 4% or $220,682 at 6%.
202217$652,451$211,224$30,175iApproximate average salary by contribution assumption: employee only about $754,371 at 4% or $502,914 at 6%; with 50% employer match about $502,914 at 4% or $335,276 at 6%; with 100% employer match about $377,186 at 4% or $251,457 at 6%.
DON ALLRED & ASSOCIATES, INC 401(K) PROFIT SHARING PLAN AND TRUST-7$652,451$211,224$30,175iApproximate average salary by contribution assumption: employee only about $754,371 at 4% or $502,914 at 6%; with 50% employer match about $502,914 at 4% or $335,276 at 6%; with 100% employer match about $377,186 at 4% or $251,457 at 6%.
202117$550,239$197,874$28,268iApproximate average salary by contribution assumption: employee only about $706,693 at 4% or $471,129 at 6%; with 50% employer match about $471,129 at 4% or $314,086 at 6%; with 100% employer match about $353,346 at 4% or $235,564 at 6%.
DON ALLRED & ASSOCIATES, INC 401(K) PROFIT SHARING PLAN AND TRUST-7$550,239$197,874$28,268iApproximate average salary by contribution assumption: employee only about $706,693 at 4% or $471,129 at 6%; with 50% employer match about $471,129 at 4% or $314,086 at 6%; with 100% employer match about $353,346 at 4% or $235,564 at 6%.
202016$314,540$187,325$31,221iApproximate average salary by contribution assumption: employee only about $780,521 at 4% or $520,347 at 6%; with 50% employer match about $520,347 at 4% or $346,898 at 6%; with 100% employer match about $390,260 at 4% or $260,174 at 6%.
DON ALLRED & ASSOCIATES, INC 401(K) PROFIT SHARING PLAN AND TRUST-6$314,540$187,325$31,221iApproximate average salary by contribution assumption: employee only about $780,521 at 4% or $520,347 at 6%; with 50% employer match about $520,347 at 4% or $346,898 at 6%; with 100% employer match about $390,260 at 4% or $260,174 at 6%.
201916$102,747$102,900$17,150iApproximate average salary by contribution assumption: employee only about $428,750 at 4% or $285,833 at 6%; with 50% employer match about $285,833 at 4% or $190,556 at 6%; with 100% employer match about $214,375 at 4% or $142,917 at 6%.
DON ALLRED & ASSOCIATES, INC 401(K) PROFIT SHARING PLAN AND TRUST-6$102,747$102,900$17,150iApproximate average salary by contribution assumption: employee only about $428,750 at 4% or $285,833 at 6%; with 50% employer match about $285,833 at 4% or $190,556 at 6%; with 100% employer match about $214,375 at 4% or $142,917 at 6%.