Civic Intelligence

Abernathy and Company

Plan context: Abernathy and Company 401 K Profit Sharing Plan Trust

EIN 56-1874062 • Charlotte, NC • 15 filings • 4 plans

7401 Carmel Exec Pk. DrSuite 315Charlotte, NC 28226-0000
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$977,413

2019 Contributions

$75,000

Historical Graphs

Total Assets Over Time

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

$1,038,457$519,229$0200520122018YearValue
$977,413Latest year 2018

Participants Over Time

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

320200520122018YearValue
2Latest year 2018

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
201910$0$0-
Abernathy and Company 401 K Profit Sharing Plan Trust-0$0$0-
201812$977,413$0-
Abernathy and Company 401 K Profit Sharing Plan Trust-2$977,413$0-
201712$1,038,457$0-
Abernathy and Company 401 K Profit Sharing Plan Trust-2$1,038,457$0-
201612$910,101$75,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
Abernathy and Company 401 K Profit Sharing Plan Trust-2$910,101$75,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
201512$808,017$75,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
Abernathy and Company 401 K Profit Sharing Plan Trust-2$808,017$75,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
201412$748,227$75,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
Abernathy and Company 401 K Profit Sharing Plan Trust-2$748,227$75,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
201312$658,121$75,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
Abernathy and Company 401 K Profit Sharing Plan Trust-2$658,121$75,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
201212$526,448$75,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
Abernathy and Company 401 K Profit Sharing Plan Trust-2$526,448$75,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
201112$409,178$75,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
Abernathy and Company 401 K Profit Sharing Plan Trust-2$409,178$75,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
201012$342,963$75,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
Abernathy and Company 401 K Profit Sharing Plan Trust-2$342,963$75,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
200912$246,558$50,997$25,499iApproximate average salary by contribution assumption: employee only about $637,463 at 4% or $424,975 at 6%; with 50% employer match about $424,975 at 4% or $283,317 at 6%; with 100% employer match about $318,731 at 4% or $212,488 at 6%.
Abernathy and Company 401 K Profit Sharing Plan Trust-2$246,558$50,997$25,499iApproximate average salary by contribution assumption: employee only about $637,463 at 4% or $424,975 at 6%; with 50% employer match about $424,975 at 4% or $283,317 at 6%; with 100% employer match about $318,731 at 4% or $212,488 at 6%.
200812$152,609$68,374$34,187iApproximate average salary by contribution assumption: employee only about $854,675 at 4% or $569,783 at 6%; with 50% employer match about $569,783 at 4% or $379,856 at 6%; with 100% employer match about $427,338 at 4% or $284,892 at 6%.
Abernathy and Company 401 K Profit Sharing Plan Trust-2$152,609$68,374$34,187iApproximate average salary by contribution assumption: employee only about $854,675 at 4% or $569,783 at 6%; with 50% employer match about $569,783 at 4% or $379,856 at 6%; with 100% employer match about $427,338 at 4% or $284,892 at 6%.
200713$150,456$55,765$18,588iApproximate average salary by contribution assumption: employee only about $464,708 at 4% or $309,806 at 6%; with 50% employer match about $309,806 at 4% or $206,537 at 6%; with 100% employer match about $232,354 at 4% or $154,903 at 6%.
Abernathy and Company 401 K Profit Sharing Plan Trust-3$150,456$55,765$18,588iApproximate average salary by contribution assumption: employee only about $464,708 at 4% or $309,806 at 6%; with 50% employer match about $309,806 at 4% or $206,537 at 6%; with 100% employer match about $232,354 at 4% or $154,903 at 6%.
200613$87,739$41,469$13,823iApproximate average salary by contribution assumption: employee only about $345,575 at 4% or $230,383 at 6%; with 50% employer match about $230,383 at 4% or $153,589 at 6%; with 100% employer match about $172,788 at 4% or $115,192 at 6%.
Abernathy and Company 401 K Profit Sharing Plan Trust-3$87,739$41,469$13,823iApproximate average salary by contribution assumption: employee only about $345,575 at 4% or $230,383 at 6%; with 50% employer match about $230,383 at 4% or $153,589 at 6%; with 100% employer match about $172,788 at 4% or $115,192 at 6%.
200512$44,019$44,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
Abernathy and Company 401 K Profit Sharing Plan Trust-2$44,019$44,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.