JOHN M. BELK ENDOWMENT
Plan context: JOHN M. BELK ENDOWMENT 401(K) PLAN
EIN 56-1954114 • Charlotte, NC • 10 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$934,786
2025 Contributions
$135,830
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $934,786 | $135,830 | $19,404iApproximate average salary by contribution assumption: employee only about $485,107 at 4% or $323,405 at 6%; with 50% employer match about $323,405 at 4% or $215,603 at 6%; with 100% employer match about $242,554 at 4% or $161,702 at 6%. |
| JOHN M. BELK ENDOWMENT 401(K) PLAN | - | 7 | $934,786 | $135,830 | $19,404iApproximate average salary by contribution assumption: employee only about $485,107 at 4% or $323,405 at 6%; with 50% employer match about $323,405 at 4% or $215,603 at 6%; with 100% employer match about $242,554 at 4% or $161,702 at 6%. |
| 2024 | 1 | 10 | $846,129 | $116,955 | $11,696iApproximate average salary by contribution assumption: employee only about $292,388 at 4% or $194,925 at 6%; with 50% employer match about $194,925 at 4% or $129,950 at 6%; with 100% employer match about $146,194 at 4% or $97,463 at 6%. |
| JOHN M. BELK ENDOWMENT 401(K) PLAN | - | 10 | $846,129 | $116,955 | $11,696iApproximate average salary by contribution assumption: employee only about $292,388 at 4% or $194,925 at 6%; with 50% employer match about $194,925 at 4% or $129,950 at 6%; with 100% employer match about $146,194 at 4% or $97,463 at 6%. |
| 2023 | 1 | 11 | $748,080 | $122,600 | $11,145iApproximate average salary by contribution assumption: employee only about $278,636 at 4% or $185,758 at 6%; with 50% employer match about $185,758 at 4% or $123,838 at 6%; with 100% employer match about $139,318 at 4% or $92,879 at 6%. |
| JOHN M. BELK ENDOWMENT 401(K) PLAN | - | 11 | $748,080 | $122,600 | $11,145iApproximate average salary by contribution assumption: employee only about $278,636 at 4% or $185,758 at 6%; with 50% employer match about $185,758 at 4% or $123,838 at 6%; with 100% employer match about $139,318 at 4% or $92,879 at 6%. |
| 2022 | 1 | 10 | $518,939 | $176,636 | $17,664iApproximate average salary by contribution assumption: employee only about $441,590 at 4% or $294,393 at 6%; with 50% employer match about $294,393 at 4% or $196,262 at 6%; with 100% employer match about $220,795 at 4% or $147,197 at 6%. |
| JOHN M. BELK ENDOWMENT 401(K) PLAN | - | 10 | $518,939 | $176,636 | $17,664iApproximate average salary by contribution assumption: employee only about $441,590 at 4% or $294,393 at 6%; with 50% employer match about $294,393 at 4% or $196,262 at 6%; with 100% employer match about $220,795 at 4% or $147,197 at 6%. |
| 2021 | 1 | 7 | $422,548 | $49,904 | $7,129iApproximate average salary by contribution assumption: employee only about $178,229 at 4% or $118,819 at 6%; with 50% employer match about $118,819 at 4% or $79,213 at 6%; with 100% employer match about $89,114 at 4% or $59,410 at 6%. |
| JOHN M. BELK ENDOWMENT 401(K) PLAN | - | 7 | $422,548 | $49,904 | $7,129iApproximate average salary by contribution assumption: employee only about $178,229 at 4% or $118,819 at 6%; with 50% employer match about $118,819 at 4% or $79,213 at 6%; with 100% employer match about $89,114 at 4% or $59,410 at 6%. |
| 2020 | 1 | 5 | $313,557 | $48,334 | $9,667iApproximate average salary by contribution assumption: employee only about $241,670 at 4% or $161,113 at 6%; with 50% employer match about $161,113 at 4% or $107,409 at 6%; with 100% employer match about $120,835 at 4% or $80,557 at 6%. |
| JOHN M. BELK ENDOWMENT 401(K) PLAN | - | 5 | $313,557 | $48,334 | $9,667iApproximate average salary by contribution assumption: employee only about $241,670 at 4% or $161,113 at 6%; with 50% employer match about $161,113 at 4% or $107,409 at 6%; with 100% employer match about $120,835 at 4% or $80,557 at 6%. |
| 2019 | 1 | 6 | $253,399 | $49,255 | $8,209iApproximate average salary by contribution assumption: employee only about $205,229 at 4% or $136,819 at 6%; with 50% employer match about $136,819 at 4% or $91,213 at 6%; with 100% employer match about $102,615 at 4% or $68,410 at 6%. |
| JOHN M. BELK ENDOWMENT 401(K) PLAN | - | 6 | $253,399 | $49,255 | $8,209iApproximate average salary by contribution assumption: employee only about $205,229 at 4% or $136,819 at 6%; with 50% employer match about $136,819 at 4% or $91,213 at 6%; with 100% employer match about $102,615 at 4% or $68,410 at 6%. |
| 2018 | 1 | 7 | $186,860 | $51,258 | $7,323iApproximate average salary by contribution assumption: employee only about $183,064 at 4% or $122,043 at 6%; with 50% employer match about $122,043 at 4% or $81,362 at 6%; with 100% employer match about $91,532 at 4% or $61,021 at 6%. |
| JOHN M. BELK ENDOWMENT 401(K) PLAN | - | 7 | $186,860 | $51,258 | $7,323iApproximate average salary by contribution assumption: employee only about $183,064 at 4% or $122,043 at 6%; with 50% employer match about $122,043 at 4% or $81,362 at 6%; with 100% employer match about $91,532 at 4% or $61,021 at 6%. |
| 2017 | 1 | 6 | $208,815 | $56,015 | $9,336iApproximate average salary by contribution assumption: employee only about $233,396 at 4% or $155,597 at 6%; with 50% employer match about $155,597 at 4% or $103,731 at 6%; with 100% employer match about $116,698 at 4% or $77,799 at 6%. |
| JOHN M. BELK ENDOWMENT 401(K) PLAN | - | 6 | $208,815 | $56,015 | $9,336iApproximate average salary by contribution assumption: employee only about $233,396 at 4% or $155,597 at 6%; with 50% employer match about $155,597 at 4% or $103,731 at 6%; with 100% employer match about $116,698 at 4% or $77,799 at 6%. |
| 2016 | 1 | 6 | $125,542 | $117,391 | $19,565iApproximate average salary by contribution assumption: employee only about $489,129 at 4% or $326,086 at 6%; with 50% employer match about $326,086 at 4% or $217,391 at 6%; with 100% employer match about $244,565 at 4% or $163,043 at 6%. |
| JOHN M. BELK ENDOWMENT 401(K) PLAN | - | 6 | $125,542 | $117,391 | $19,565iApproximate average salary by contribution assumption: employee only about $489,129 at 4% or $326,086 at 6%; with 50% employer match about $326,086 at 4% or $217,391 at 6%; with 100% employer match about $244,565 at 4% or $163,043 at 6%. |