Civic Intelligence

First Personal Financial Servi

Plan context: First Personal Financial Servi 401 K Profit Sharing Plan Trust

EIN 56-1825782 • Charlotte, NC • 18 filings • 6 plans

2150 Park DriveCharlotte, NC 28204
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$2,940,235

2024 Contributions

$104,183

Historical Graphs

Total Assets Over Time

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

$2,940,235$1,470,118$0200720162024YearValue
$2,940,235Latest year 2024

Participants Over Time

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

1580200720162024YearValue
15Latest 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
2024115$2,940,235$104,183$6,946iApproximate average salary by contribution assumption: employee only about $173,638 at 4% or $115,759 at 6%; with 50% employer match about $115,759 at 4% or $77,173 at 6%; with 100% employer match about $86,819 at 4% or $57,879 at 6%.
First Personal Financial Servi 401 K Profit Sharing Plan Trust-15$2,940,235$104,183$6,946iApproximate average salary by contribution assumption: employee only about $173,638 at 4% or $115,759 at 6%; with 50% employer match about $115,759 at 4% or $77,173 at 6%; with 100% employer match about $86,819 at 4% or $57,879 at 6%.
2023114$2,628,990$243,125$17,366iApproximate average salary by contribution assumption: employee only about $434,152 at 4% or $289,435 at 6%; with 50% employer match about $289,435 at 4% or $192,956 at 6%; with 100% employer match about $217,076 at 4% or $144,717 at 6%.
First Personal Financial Servi 401 K Profit Sharing Plan Trust-14$2,628,990$243,125$17,366iApproximate average salary by contribution assumption: employee only about $434,152 at 4% or $289,435 at 6%; with 50% employer match about $289,435 at 4% or $192,956 at 6%; with 100% employer match about $217,076 at 4% or $144,717 at 6%.
2022113$2,126,386$190,713$14,670iApproximate average salary by contribution assumption: employee only about $366,756 at 4% or $244,504 at 6%; with 50% employer match about $244,504 at 4% or $163,003 at 6%; with 100% employer match about $183,378 at 4% or $122,252 at 6%.
First Personal Financial Servi 401 K Profit Sharing Plan Trust-13$2,126,386$190,713$14,670iApproximate average salary by contribution assumption: employee only about $366,756 at 4% or $244,504 at 6%; with 50% employer match about $244,504 at 4% or $163,003 at 6%; with 100% employer match about $183,378 at 4% or $122,252 at 6%.
2021114$2,178,697$187,364$13,383iApproximate average salary by contribution assumption: employee only about $334,579 at 4% or $223,052 at 6%; with 50% employer match about $223,052 at 4% or $148,702 at 6%; with 100% employer match about $167,289 at 4% or $111,526 at 6%.
First Personal Financial Servi 401 K Profit Sharing Plan Trust-14$2,178,697$187,364$13,383iApproximate average salary by contribution assumption: employee only about $334,579 at 4% or $223,052 at 6%; with 50% employer match about $223,052 at 4% or $148,702 at 6%; with 100% employer match about $167,289 at 4% or $111,526 at 6%.
2020113$1,631,711$737,686$56,745iApproximate average salary by contribution assumption: employee only about $1,418,627 at 4% or $945,751 at 6%; with 50% employer match about $945,751 at 4% or $630,501 at 6%; with 100% employer match about $709,313 at 4% or $472,876 at 6%.
First Personal Financial Servi 401 K Profit Sharing Plan Trust-13$1,631,711$737,686$56,745iApproximate average salary by contribution assumption: employee only about $1,418,627 at 4% or $945,751 at 6%; with 50% employer match about $945,751 at 4% or $630,501 at 6%; with 100% employer match about $709,313 at 4% or $472,876 at 6%.
2019112$855,701$161,254$13,438iApproximate average salary by contribution assumption: employee only about $335,946 at 4% or $223,964 at 6%; with 50% employer match about $223,964 at 4% or $149,309 at 6%; with 100% employer match about $167,973 at 4% or $111,982 at 6%.
First Personal Financial Servi 401 K Profit Sharing Plan Trust-12$855,701$161,254$13,438iApproximate average salary by contribution assumption: employee only about $335,946 at 4% or $223,964 at 6%; with 50% employer match about $223,964 at 4% or $149,309 at 6%; with 100% employer match about $167,973 at 4% or $111,982 at 6%.
2018110$630,204$154,976$15,498iApproximate average salary by contribution assumption: employee only about $387,440 at 4% or $258,293 at 6%; with 50% employer match about $258,293 at 4% or $172,196 at 6%; with 100% employer match about $193,720 at 4% or $129,147 at 6%.
First Personal Financial Servi 401 K Profit Sharing Plan Trust-10$630,204$154,976$15,498iApproximate average salary by contribution assumption: employee only about $387,440 at 4% or $258,293 at 6%; with 50% employer match about $258,293 at 4% or $172,196 at 6%; with 100% employer match about $193,720 at 4% or $129,147 at 6%.
2017112$930,291$171,387$14,282iApproximate average salary by contribution assumption: employee only about $357,056 at 4% or $238,038 at 6%; with 50% employer match about $238,038 at 4% or $158,692 at 6%; with 100% employer match about $178,528 at 4% or $119,019 at 6%.
First Personal Financial Servi 401 K Profit Sharing Plan Trust-12$930,291$171,387$14,282iApproximate average salary by contribution assumption: employee only about $357,056 at 4% or $238,038 at 6%; with 50% employer match about $238,038 at 4% or $158,692 at 6%; with 100% employer match about $178,528 at 4% or $119,019 at 6%.
201619$635,488$121,797$13,533iApproximate average salary by contribution assumption: employee only about $338,325 at 4% or $225,550 at 6%; with 50% employer match about $225,550 at 4% or $150,367 at 6%; with 100% employer match about $169,163 at 4% or $112,775 at 6%.
First Personal Financial Servi 401 K Profit Sharing Plan Trust-9$635,488$121,797$13,533iApproximate average salary by contribution assumption: employee only about $338,325 at 4% or $225,550 at 6%; with 50% employer match about $225,550 at 4% or $150,367 at 6%; with 100% employer match about $169,163 at 4% or $112,775 at 6%.
2015110$525,868$124,047$12,405iApproximate average salary by contribution assumption: employee only about $310,118 at 4% or $206,745 at 6%; with 50% employer match about $206,745 at 4% or $137,830 at 6%; with 100% employer match about $155,059 at 4% or $103,373 at 6%.
First Personal Financial Servi 401 K Profit Sharing Plan Trust-10$525,868$124,047$12,405iApproximate average salary by contribution assumption: employee only about $310,118 at 4% or $206,745 at 6%; with 50% employer match about $206,745 at 4% or $137,830 at 6%; with 100% employer match about $155,059 at 4% or $103,373 at 6%.
201419$397,029$104,761$11,640iApproximate average salary by contribution assumption: employee only about $291,003 at 4% or $194,002 at 6%; with 50% employer match about $194,002 at 4% or $129,335 at 6%; with 100% employer match about $145,501 at 4% or $97,001 at 6%.
First Personal Financial Servi 401 K Profit Sharing Plan Trust-9$397,029$104,761$11,640iApproximate average salary by contribution assumption: employee only about $291,003 at 4% or $194,002 at 6%; with 50% employer match about $194,002 at 4% or $129,335 at 6%; with 100% employer match about $145,501 at 4% or $97,001 at 6%.
201319$351,843$94,039$10,449iApproximate average salary by contribution assumption: employee only about $261,219 at 4% or $174,146 at 6%; with 50% employer match about $174,146 at 4% or $116,098 at 6%; with 100% employer match about $130,610 at 4% or $87,073 at 6%.
First Personal Financial Servi 401 K Profit Sharing Plan Trust-9$351,843$94,039$10,449iApproximate average salary by contribution assumption: employee only about $261,219 at 4% or $174,146 at 6%; with 50% employer match about $174,146 at 4% or $116,098 at 6%; with 100% employer match about $130,610 at 4% or $87,073 at 6%.
2012113$555,862$105,500$8,115iApproximate average salary by contribution assumption: employee only about $202,885 at 4% or $135,256 at 6%; with 50% employer match about $135,256 at 4% or $90,171 at 6%; with 100% employer match about $101,442 at 4% or $67,628 at 6%.
First Personal Financial Servi 401 K Profit Sharing Plan Trust-13$555,862$105,500$8,115iApproximate average salary by contribution assumption: employee only about $202,885 at 4% or $135,256 at 6%; with 50% employer match about $135,256 at 4% or $90,171 at 6%; with 100% employer match about $101,442 at 4% or $67,628 at 6%.
2011111$410,515$101,329$9,212iApproximate average salary by contribution assumption: employee only about $230,293 at 4% or $153,529 at 6%; with 50% employer match about $153,529 at 4% or $102,353 at 6%; with 100% employer match about $115,147 at 4% or $76,764 at 6%.
First Personal Financial Servi 401 K Profit Sharing Plan Trust-11$410,515$101,329$9,212iApproximate average salary by contribution assumption: employee only about $230,293 at 4% or $153,529 at 6%; with 50% employer match about $153,529 at 4% or $102,353 at 6%; with 100% employer match about $115,147 at 4% or $76,764 at 6%.
2010110$330,856$73,030$7,303iApproximate average salary by contribution assumption: employee only about $182,575 at 4% or $121,717 at 6%; with 50% employer match about $121,717 at 4% or $81,144 at 6%; with 100% employer match about $91,288 at 4% or $60,858 at 6%.
First Personal Financial Servi 401 K Profit Sharing Plan Trust-10$330,856$73,030$7,303iApproximate average salary by contribution assumption: employee only about $182,575 at 4% or $121,717 at 6%; with 50% employer match about $121,717 at 4% or $81,144 at 6%; with 100% employer match about $91,288 at 4% or $60,858 at 6%.
2009113$295,352$77,143$5,934iApproximate average salary by contribution assumption: employee only about $148,352 at 4% or $98,901 at 6%; with 50% employer match about $98,901 at 4% or $65,934 at 6%; with 100% employer match about $74,176 at 4% or $49,451 at 6%.
First Personal Financial Servi 401 K Profit Sharing Plan Trust-13$295,352$77,143$5,934iApproximate average salary by contribution assumption: employee only about $148,352 at 4% or $98,901 at 6%; with 50% employer match about $98,901 at 4% or $65,934 at 6%; with 100% employer match about $74,176 at 4% or $49,451 at 6%.
200818$155,402$110,530$13,816iApproximate average salary by contribution assumption: employee only about $345,406 at 4% or $230,271 at 6%; with 50% employer match about $230,271 at 4% or $153,514 at 6%; with 100% employer match about $172,703 at 4% or $115,135 at 6%.
First Personal Financial Servi 401 K Profit Sharing Plan Trust-8$155,402$110,530$13,816iApproximate average salary by contribution assumption: employee only about $345,406 at 4% or $230,271 at 6%; with 50% employer match about $230,271 at 4% or $153,514 at 6%; with 100% employer match about $172,703 at 4% or $115,135 at 6%.
2007110$115,677$114,534$11,453iApproximate average salary by contribution assumption: employee only about $286,335 at 4% or $190,890 at 6%; with 50% employer match about $190,890 at 4% or $127,260 at 6%; with 100% employer match about $143,168 at 4% or $95,445 at 6%.
First Personal Financial Servi 401 K Profit Sharing Plan Trust-10$115,677$114,534$11,453iApproximate average salary by contribution assumption: employee only about $286,335 at 4% or $190,890 at 6%; with 50% employer match about $190,890 at 4% or $127,260 at 6%; with 100% employer match about $143,168 at 4% or $95,445 at 6%.