Civic Intelligence

Robert E Mason and Associates Inc.

Plan context: ROBERT E. MASON & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

EIN 56-1782982 • Charlotte, NC • 25 filings • 4 plans

1726 N. Graham StreetCharlotte, NC 28206
Current Snapshot

Latest Year

2024

2024 Participants

328

2024 Assets

$170,374,009

2024 Contributions

$8,136,912

Historical Graphs

Total Assets Over Time

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

$170,374,009$85,187,005$0201720202023YearValue
$170,374,009Latest year 2023

Participants Over Time

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

3511760201320192024YearValue
328Latest 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
20241328$0$0-
Robert E Mason and Associates Inc. Health & Welfare Benefit Plan-328---
20233351$170,374,009$8,136,912$23,182iApproximate average salary by contribution assumption: employee only about $579,552 at 4% or $386,368 at 6%; with 50% employer match about $386,368 at 4% or $257,579 at 6%; with 100% employer match about $289,776 at 4% or $193,184 at 6%.
ROBERT E. MASON & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN-282$102,100,516$3,797,666$13,467iApproximate average salary by contribution assumption: employee only about $336,673 at 4% or $224,448 at 6%; with 50% employer match about $224,448 at 4% or $149,632 at 6%; with 100% employer match about $168,336 at 4% or $112,224 at 6%.
ROBERT E. MASON & ASSOCIATES, INC. PROFIT SHARING PLAN-351$68,273,493$4,339,246$12,363iApproximate average salary by contribution assumption: employee only about $309,063 at 4% or $206,042 at 6%; with 50% employer match about $206,042 at 4% or $137,361 at 6%; with 100% employer match about $154,532 at 4% or $103,021 at 6%.
Robert E Mason and Associates Inc. Health & Welfare Benefit Plan-311---
20223328$131,051,890$7,589,177$23,138iApproximate average salary by contribution assumption: employee only about $578,443 at 4% or $385,629 at 6%; with 50% employer match about $385,629 at 4% or $257,086 at 6%; with 100% employer match about $289,222 at 4% or $192,814 at 6%.
ROBERT E. MASON & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN-273$77,703,602$3,717,637$13,618iApproximate average salary by contribution assumption: employee only about $340,443 at 4% or $226,962 at 6%; with 50% employer match about $226,962 at 4% or $151,308 at 6%; with 100% employer match about $170,221 at 4% or $113,481 at 6%.
ROBERT E. MASON & ASSOCIATES, INC. PROFIT SHARING PLAN-328$53,348,288$3,871,540$11,803iApproximate average salary by contribution assumption: employee only about $295,087 at 4% or $196,725 at 6%; with 50% employer match about $196,725 at 4% or $131,150 at 6%; with 100% employer match about $147,543 at 4% or $98,362 at 6%.
Robert E Mason and Associates Inc. Health & Welfare Benefit Plan-295---
20213304$104,696,324$6,714,533$22,087iApproximate average salary by contribution assumption: employee only about $552,182 at 4% or $368,121 at 6%; with 50% employer match about $368,121 at 4% or $245,414 at 6%; with 100% employer match about $276,091 at 4% or $184,061 at 6%.
ROBERT E. MASON & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN-250$57,302,572$3,676,249$14,705iApproximate average salary by contribution assumption: employee only about $367,625 at 4% or $245,083 at 6%; with 50% employer match about $245,083 at 4% or $163,389 at 6%; with 100% employer match about $183,812 at 4% or $122,542 at 6%.
ROBERT E. MASON & ASSOCIATES, INC. PROFIT SHARING PLAN-304$47,393,752$3,038,284$9,994iApproximate average salary by contribution assumption: employee only about $249,859 at 4% or $166,573 at 6%; with 50% employer match about $166,573 at 4% or $111,048 at 6%; with 100% employer match about $124,929 at 4% or $83,286 at 6%.
Robert E Mason and Associates Inc. Health & Welfare Benefit Plan-262---
20203266$103,087,196$6,429,826$24,172iApproximate average salary by contribution assumption: employee only about $604,307 at 4% or $402,871 at 6%; with 50% employer match about $402,871 at 4% or $268,581 at 6%; with 100% employer match about $302,153 at 4% or $201,436 at 6%.
ROBERT E. MASON & ASSOCIATES, INC. PROFIT SHARING PLAN-266$56,981,316$2,751,645$10,345iApproximate average salary by contribution assumption: employee only about $258,613 at 4% or $172,409 at 6%; with 50% employer match about $172,409 at 4% or $114,939 at 6%; with 100% employer match about $129,307 at 4% or $86,204 at 6%.
ROBERT E. MASON & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN-231$46,105,880$3,678,181$15,923iApproximate average salary by contribution assumption: employee only about $398,072 at 4% or $265,381 at 6%; with 50% employer match about $265,381 at 4% or $176,921 at 6%; with 100% employer match about $199,036 at 4% or $132,691 at 6%.
Robert E Mason and Associates Inc. Health & Welfare Benefit Plan-228---
20193249$83,532,829$6,512,877$26,156iApproximate average salary by contribution assumption: employee only about $653,903 at 4% or $435,936 at 6%; with 50% employer match about $435,936 at 4% or $290,624 at 6%; with 100% employer match about $326,952 at 4% or $217,968 at 6%.
ROBERT E. MASON & ASSOCIATES, INC. PROFIT SHARING PLAN-248$47,833,199$2,792,839$11,261iApproximate average salary by contribution assumption: employee only about $281,536 at 4% or $187,691 at 6%; with 50% employer match about $187,691 at 4% or $125,127 at 6%; with 100% employer match about $140,768 at 4% or $93,845 at 6%.
ROBERT E. MASON & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN-231$35,699,630$3,720,038$16,104iApproximate average salary by contribution assumption: employee only about $402,602 at 4% or $268,401 at 6%; with 50% employer match about $268,401 at 4% or $178,934 at 6%; with 100% employer match about $201,301 at 4% or $134,201 at 6%.
Robert E Mason and Associates Inc. Health & Welfare Benefit Plan-249---
20183265$70,525,902$7,309,589$27,583iApproximate average salary by contribution assumption: employee only about $689,584 at 4% or $459,723 at 6%; with 50% employer match about $459,723 at 4% or $306,482 at 6%; with 100% employer match about $344,792 at 4% or $229,861 at 6%.
ROBERT E. MASON & ASSOCIATES, INC. PROFIT SHARING PLAN-265$43,468,817$3,445,908$13,003iApproximate average salary by contribution assumption: employee only about $325,086 at 4% or $216,724 at 6%; with 50% employer match about $216,724 at 4% or $144,483 at 6%; with 100% employer match about $162,543 at 4% or $108,362 at 6%.
ROBERT E. MASON & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN-237$27,057,085$3,863,681$16,302iApproximate average salary by contribution assumption: employee only about $407,561 at 4% or $271,708 at 6%; with 50% employer match about $271,708 at 4% or $181,138 at 6%; with 100% employer match about $203,781 at 4% or $135,854 at 6%.
Robert E Mason and Associates Inc. Health & Welfare Benefit Plan-242---
20172219$21,606,554$5,421,381$24,755iApproximate average salary by contribution assumption: employee only about $618,879 at 4% or $412,586 at 6%; with 50% employer match about $412,586 at 4% or $275,057 at 6%; with 100% employer match about $309,440 at 4% or $206,293 at 6%.
ROBERT E. MASON & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN-219$21,606,554$5,421,381$24,755iApproximate average salary by contribution assumption: employee only about $618,879 at 4% or $412,586 at 6%; with 50% employer match about $412,586 at 4% or $275,057 at 6%; with 100% employer match about $309,440 at 4% or $206,293 at 6%.
Robert E Mason and Associates Inc. Health & Welfare Benefit Plan-175---
20161206$0$0-
Robert E Mason and Associates Inc. Health & Welfare Benefit Plan-206---
20151203$0$0-
Robert E Mason and Associates Inc. Health & Welfare Benefit Plan-203---
20141150$0$0-
R E Mason Company Flexible Benefit Plan-150---
20131141$0$0-
R E Mason Company Flexible Benefit Plan-141---