Civic Intelligence

Colejenest & Stone, P.A.

Plan context: Colejenest & Stone, P.A. 401K Profit Sharing Plan

EIN 56-1916086 • Charlotte, NC • 23 filings • 4 plans

200 S. Tryon St., Suite 1400Charlotte, NC 28202
Current Snapshot

Latest Year

2021

2021 Participants

70

2021 Assets

$3,543,422

2021 Contributions

$109,917

Historical Graphs

Total Assets Over Time

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

$3,543,422$1,771,711$0199920102020YearValue
$3,543,422Latest year 2020

Participants Over Time

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

84420199920102020YearValue
70Latest year 2020

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
202110$0$109,917-
Colejenest & Stone, P.A. 401K Profit Sharing Plan-0$0$109,917-
2020170$3,543,422$395,330$5,648iApproximate average salary by contribution assumption: employee only about $141,189 at 4% or $94,126 at 6%; with 50% employer match about $94,126 at 4% or $62,751 at 6%; with 100% employer match about $70,595 at 4% or $47,063 at 6%.
Colejenest & Stone, P.A. 401K Profit Sharing Plan-70$3,543,422$395,330$5,648iApproximate average salary by contribution assumption: employee only about $141,189 at 4% or $94,126 at 6%; with 50% employer match about $94,126 at 4% or $62,751 at 6%; with 100% employer match about $70,595 at 4% or $47,063 at 6%.
2019168$2,800,316$282,269$4,151iApproximate average salary by contribution assumption: employee only about $103,775 at 4% or $69,184 at 6%; with 50% employer match about $69,184 at 4% or $46,122 at 6%; with 100% employer match about $51,888 at 4% or $34,592 at 6%.
Colejenest & Stone, P.A. 401K Profit Sharing Plan-68$2,800,316$282,269$4,151iApproximate average salary by contribution assumption: employee only about $103,775 at 4% or $69,184 at 6%; with 50% employer match about $69,184 at 4% or $46,122 at 6%; with 100% employer match about $51,888 at 4% or $34,592 at 6%.
2018149$2,031,967$66,797$1,363iApproximate average salary by contribution assumption: employee only about $34,080 at 4% or $22,720 at 6%; with 50% employer match about $22,720 at 4% or $15,147 at 6%; with 100% employer match about $17,040 at 4% or $11,360 at 6%.
Colejenest & Stone, P.A. 401K Profit Sharing Plan-49$2,031,967$66,797$1,363iApproximate average salary by contribution assumption: employee only about $34,080 at 4% or $22,720 at 6%; with 50% employer match about $22,720 at 4% or $15,147 at 6%; with 100% employer match about $17,040 at 4% or $11,360 at 6%.
2017155$2,288,703$239,297$4,351iApproximate average salary by contribution assumption: employee only about $108,771 at 4% or $72,514 at 6%; with 50% employer match about $72,514 at 4% or $48,343 at 6%; with 100% employer match about $54,386 at 4% or $36,257 at 6%.
Colejenest & Stone, P.A. 401K Profit Sharing Plan-55$2,288,703$239,297$4,351iApproximate average salary by contribution assumption: employee only about $108,771 at 4% or $72,514 at 6%; with 50% employer match about $72,514 at 4% or $48,343 at 6%; with 100% employer match about $54,386 at 4% or $36,257 at 6%.
2016155$1,922,493$231,082$4,201iApproximate average salary by contribution assumption: employee only about $105,037 at 4% or $70,025 at 6%; with 50% employer match about $70,025 at 4% or $46,683 at 6%; with 100% employer match about $52,519 at 4% or $35,012 at 6%.
Colejenest & Stone, P.A. 401K Profit Sharing Plan-55$1,922,493$231,082$4,201iApproximate average salary by contribution assumption: employee only about $105,037 at 4% or $70,025 at 6%; with 50% employer match about $70,025 at 4% or $46,683 at 6%; with 100% employer match about $52,519 at 4% or $35,012 at 6%.
2015152$1,795,918$214,329$4,122iApproximate average salary by contribution assumption: employee only about $103,043 at 4% or $68,695 at 6%; with 50% employer match about $68,695 at 4% or $45,797 at 6%; with 100% employer match about $51,521 at 4% or $34,348 at 6%.
Colejenest & Stone, P.A. 401K Profit Sharing Plan-52$1,795,918$214,329$4,122iApproximate average salary by contribution assumption: employee only about $103,043 at 4% or $68,695 at 6%; with 50% employer match about $68,695 at 4% or $45,797 at 6%; with 100% employer match about $51,521 at 4% or $34,348 at 6%.
2014146$1,737,246$220,601$4,796iApproximate average salary by contribution assumption: employee only about $119,892 at 4% or $79,928 at 6%; with 50% employer match about $79,928 at 4% or $53,285 at 6%; with 100% employer match about $59,946 at 4% or $39,964 at 6%.
Colejenest & Stone, P.A. 401K Profit Sharing Plan-46$1,737,246$220,601$4,796iApproximate average salary by contribution assumption: employee only about $119,892 at 4% or $79,928 at 6%; with 50% employer match about $79,928 at 4% or $53,285 at 6%; with 100% employer match about $59,946 at 4% or $39,964 at 6%.
2013141$1,521,588$146,937$3,584iApproximate average salary by contribution assumption: employee only about $89,596 at 4% or $59,730 at 6%; with 50% employer match about $59,730 at 4% or $39,820 at 6%; with 100% employer match about $44,798 at 4% or $29,865 at 6%.
Colejenest & Stone, P.A. 401K Profit Sharing Plan-41$1,521,588$146,937$3,584iApproximate average salary by contribution assumption: employee only about $89,596 at 4% or $59,730 at 6%; with 50% employer match about $59,730 at 4% or $39,820 at 6%; with 100% employer match about $44,798 at 4% or $29,865 at 6%.
2012133$1,350,369$91,128$2,761iApproximate average salary by contribution assumption: employee only about $69,036 at 4% or $46,024 at 6%; with 50% employer match about $46,024 at 4% or $30,683 at 6%; with 100% employer match about $34,518 at 4% or $23,012 at 6%.
Colejenest & Stone, P.A. 401K Profit Sharing Plan-33$1,350,369$91,128$2,761iApproximate average salary by contribution assumption: employee only about $69,036 at 4% or $46,024 at 6%; with 50% employer match about $46,024 at 4% or $30,683 at 6%; with 100% employer match about $34,518 at 4% or $23,012 at 6%.
2011136$1,360,888$71,346$1,982iApproximate average salary by contribution assumption: employee only about $49,546 at 4% or $33,031 at 6%; with 50% employer match about $33,031 at 4% or $22,020 at 6%; with 100% employer match about $24,773 at 4% or $16,515 at 6%.
Colejenest & Stone, P.A. 401K Profit Sharing Plan-36$1,360,888$71,346$1,982iApproximate average salary by contribution assumption: employee only about $49,546 at 4% or $33,031 at 6%; with 50% employer match about $33,031 at 4% or $22,020 at 6%; with 100% employer match about $24,773 at 4% or $16,515 at 6%.
2010147$1,434,097$86,999$1,851iApproximate average salary by contribution assumption: employee only about $46,276 at 4% or $30,851 at 6%; with 50% employer match about $30,851 at 4% or $20,567 at 6%; with 100% employer match about $23,138 at 4% or $15,425 at 6%.
Colejenest & Stone, P.A. 401K Profit Sharing Plan-47$1,434,097$86,999$1,851iApproximate average salary by contribution assumption: employee only about $46,276 at 4% or $30,851 at 6%; with 50% employer match about $30,851 at 4% or $20,567 at 6%; with 100% employer match about $23,138 at 4% or $15,425 at 6%.
2009158$1,283,295$177,201$3,055iApproximate average salary by contribution assumption: employee only about $76,380 at 4% or $50,920 at 6%; with 50% employer match about $50,920 at 4% or $33,947 at 6%; with 100% employer match about $38,190 at 4% or $25,460 at 6%.
Colejenest & Stone, P.A. 401K Profit Sharing Plan-58$1,283,295$177,201$3,055iApproximate average salary by contribution assumption: employee only about $76,380 at 4% or $50,920 at 6%; with 50% employer match about $50,920 at 4% or $33,947 at 6%; with 100% employer match about $38,190 at 4% or $25,460 at 6%.
2008163$1,327,164$353,076$5,604iApproximate average salary by contribution assumption: employee only about $140,110 at 4% or $93,406 at 6%; with 50% employer match about $93,406 at 4% or $62,271 at 6%; with 100% employer match about $70,055 at 4% or $46,703 at 6%.
Colejenest & Stone, P.A. 401K Profit Sharing Plan-63$1,327,164$353,076$5,604iApproximate average salary by contribution assumption: employee only about $140,110 at 4% or $93,406 at 6%; with 50% employer match about $93,406 at 4% or $62,271 at 6%; with 100% employer match about $70,055 at 4% or $46,703 at 6%.
2007184$1,553,971$323,281$3,849iApproximate average salary by contribution assumption: employee only about $96,215 at 4% or $64,143 at 6%; with 50% employer match about $64,143 at 4% or $42,762 at 6%; with 100% employer match about $48,107 at 4% or $32,072 at 6%.
Colejenest & Stone, P.A. 401K Profit Sharing Plan-84$1,553,971$323,281$3,849iApproximate average salary by contribution assumption: employee only about $96,215 at 4% or $64,143 at 6%; with 50% employer match about $64,143 at 4% or $42,762 at 6%; with 100% employer match about $48,107 at 4% or $32,072 at 6%.
2006161$1,258,926$262,587$4,305iApproximate average salary by contribution assumption: employee only about $107,618 at 4% or $71,745 at 6%; with 50% employer match about $71,745 at 4% or $47,830 at 6%; with 100% employer match about $53,809 at 4% or $35,873 at 6%.
Colejenest & Stone, P.A. 401K Profit Sharing Plan-61$1,258,926$262,587$4,305iApproximate average salary by contribution assumption: employee only about $107,618 at 4% or $71,745 at 6%; with 50% employer match about $71,745 at 4% or $47,830 at 6%; with 100% employer match about $53,809 at 4% or $35,873 at 6%.
2005146$1,034,380$207,341$4,507iApproximate average salary by contribution assumption: employee only about $112,685 at 4% or $75,124 at 6%; with 50% employer match about $75,124 at 4% or $50,082 at 6%; with 100% employer match about $56,343 at 4% or $37,562 at 6%.
Colejenest & Stone, P.A. 401K Profit Sharing Plan-46$1,034,380$207,341$4,507iApproximate average salary by contribution assumption: employee only about $112,685 at 4% or $75,124 at 6%; with 50% employer match about $75,124 at 4% or $50,082 at 6%; with 100% employer match about $56,343 at 4% or $37,562 at 6%.
2004152$842,559$196,631$3,781iApproximate average salary by contribution assumption: employee only about $94,534 at 4% or $63,023 at 6%; with 50% employer match about $63,023 at 4% or $42,015 at 6%; with 100% employer match about $47,267 at 4% or $31,511 at 6%.
Colejenest & Stone, P.A. 401K Profit Sharing Plan-52$842,559$196,631$3,781iApproximate average salary by contribution assumption: employee only about $94,534 at 4% or $63,023 at 6%; with 50% employer match about $63,023 at 4% or $42,015 at 6%; with 100% employer match about $47,267 at 4% or $31,511 at 6%.
2003127$735,529$145,679$5,396iApproximate average salary by contribution assumption: employee only about $134,888 at 4% or $89,925 at 6%; with 50% employer match about $89,925 at 4% or $59,950 at 6%; with 100% employer match about $67,444 at 4% or $44,963 at 6%.
Colejenest & Stone, P.A. 401K Profit Sharing Plan-27$735,529$145,679$5,396iApproximate average salary by contribution assumption: employee only about $134,888 at 4% or $89,925 at 6%; with 50% employer match about $89,925 at 4% or $59,950 at 6%; with 100% employer match about $67,444 at 4% or $44,963 at 6%.
2002135$504,089$146,071$4,173iApproximate average salary by contribution assumption: employee only about $104,336 at 4% or $69,558 at 6%; with 50% employer match about $69,558 at 4% or $46,372 at 6%; with 100% employer match about $52,168 at 4% or $34,779 at 6%.
Colejenest & Stone, P.A. 401K Profit Sharing Plan-35$504,089$146,071$4,173iApproximate average salary by contribution assumption: employee only about $104,336 at 4% or $69,558 at 6%; with 50% employer match about $69,558 at 4% or $46,372 at 6%; with 100% employer match about $52,168 at 4% or $34,779 at 6%.
2001141$482,402$156,376$3,814iApproximate average salary by contribution assumption: employee only about $95,351 at 4% or $63,567 at 6%; with 50% employer match about $63,567 at 4% or $42,378 at 6%; with 100% employer match about $47,676 at 4% or $31,784 at 6%.
Colejenest & Stone, P.A. 401K Profit Sharing Plan-41$482,402$156,376$3,814iApproximate average salary by contribution assumption: employee only about $95,351 at 4% or $63,567 at 6%; with 50% employer match about $63,567 at 4% or $42,378 at 6%; with 100% employer match about $47,676 at 4% or $31,784 at 6%.
2000131$0$0-
Colejenest & Stone, P.A. 401K Profit Sharing Plan-31---
1999122$329,710$109,366$4,971iApproximate average salary by contribution assumption: employee only about $124,280 at 4% or $82,853 at 6%; with 50% employer match about $82,853 at 4% or $55,235 at 6%; with 100% employer match about $62,140 at 4% or $41,427 at 6%.
Colejenest & Stone, P.A. 401K Profit Sharing Plan-22$329,710$109,366$4,971iApproximate average salary by contribution assumption: employee only about $124,280 at 4% or $82,853 at 6%; with 50% employer match about $82,853 at 4% or $55,235 at 6%; with 100% employer match about $62,140 at 4% or $41,427 at 6%.