Civic Intelligence

Carolina First Associates LLC

Plan context: Carolina First Associates LLC 401(K) Plan

EIN 56-1970766 • Hickory, NC • 12 filings • 4 plans

PO Box 2424 406 3rd Ave. NWHickory, NC 28603-2424
Current Snapshot

Latest Year

2016

2016 Participants

10

2016 Assets

$876,525

2016 Contributions

$62,571

Historical Graphs

Total Assets Over Time

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

$1,181,694$590,847$0200520112016YearValue
$876,525Latest year 2016

Participants Over Time

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

1680200520112016YearValue
10Latest year 2016

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
2016110$876,525$62,571$6,257iApproximate average salary by contribution assumption: employee only about $156,428 at 4% or $104,285 at 6%; with 50% employer match about $104,285 at 4% or $69,523 at 6%; with 100% employer match about $78,214 at 4% or $52,143 at 6%.
Carolina First Associates LLC 401(K) Plan-10$876,525$62,571$6,257iApproximate average salary by contribution assumption: employee only about $156,428 at 4% or $104,285 at 6%; with 50% employer match about $104,285 at 4% or $69,523 at 6%; with 100% employer match about $78,214 at 4% or $52,143 at 6%.
2015111$879,890$68,796$6,254iApproximate average salary by contribution assumption: employee only about $156,355 at 4% or $104,236 at 6%; with 50% employer match about $104,236 at 4% or $69,491 at 6%; with 100% employer match about $78,177 at 4% or $52,118 at 6%.
Carolina First Associates LLC 401(K) Plan-11$879,890$68,796$6,254iApproximate average salary by contribution assumption: employee only about $156,355 at 4% or $104,236 at 6%; with 50% employer match about $104,236 at 4% or $69,491 at 6%; with 100% employer match about $78,177 at 4% or $52,118 at 6%.
2014111$849,288$90,582$8,235iApproximate average salary by contribution assumption: employee only about $205,868 at 4% or $137,245 at 6%; with 50% employer match about $137,245 at 4% or $91,497 at 6%; with 100% employer match about $102,934 at 4% or $68,623 at 6%.
Carolina First Associates LLC 401(K) Plan-11$849,288$90,582$8,235iApproximate average salary by contribution assumption: employee only about $205,868 at 4% or $137,245 at 6%; with 50% employer match about $137,245 at 4% or $91,497 at 6%; with 100% employer match about $102,934 at 4% or $68,623 at 6%.
2013113$1,181,694$95,496$7,346iApproximate average salary by contribution assumption: employee only about $183,646 at 4% or $122,431 at 6%; with 50% employer match about $122,431 at 4% or $81,621 at 6%; with 100% employer match about $91,823 at 4% or $61,215 at 6%.
Carolina First Associates LLC 401(K) Plan-13$1,181,694$95,496$7,346iApproximate average salary by contribution assumption: employee only about $183,646 at 4% or $122,431 at 6%; with 50% employer match about $122,431 at 4% or $81,621 at 6%; with 100% employer match about $91,823 at 4% or $61,215 at 6%.
2012113$969,417$108,777$8,367iApproximate average salary by contribution assumption: employee only about $209,187 at 4% or $139,458 at 6%; with 50% employer match about $139,458 at 4% or $92,972 at 6%; with 100% employer match about $104,593 at 4% or $69,729 at 6%.
Carolina First Associates LLC 401(K) Plan-13$969,417$108,777$8,367iApproximate average salary by contribution assumption: employee only about $209,187 at 4% or $139,458 at 6%; with 50% employer match about $139,458 at 4% or $92,972 at 6%; with 100% employer match about $104,593 at 4% or $69,729 at 6%.
2011113$768,094$107,292$8,253iApproximate average salary by contribution assumption: employee only about $206,331 at 4% or $137,554 at 6%; with 50% employer match about $137,554 at 4% or $91,703 at 6%; with 100% employer match about $103,165 at 4% or $68,777 at 6%.
Carolina First Associates LLC 401(K) Plan-13$768,094$107,292$8,253iApproximate average salary by contribution assumption: employee only about $206,331 at 4% or $137,554 at 6%; with 50% employer match about $137,554 at 4% or $91,703 at 6%; with 100% employer match about $103,165 at 4% or $68,777 at 6%.
2010116$918,301$103,640$6,478iApproximate average salary by contribution assumption: employee only about $161,938 at 4% or $107,958 at 6%; with 50% employer match about $107,958 at 4% or $71,972 at 6%; with 100% employer match about $80,969 at 4% or $53,979 at 6%.
Carolina First Associates LLC 401(K) Plan-16$918,301$103,640$6,478iApproximate average salary by contribution assumption: employee only about $161,938 at 4% or $107,958 at 6%; with 50% employer match about $107,958 at 4% or $71,972 at 6%; with 100% employer match about $80,969 at 4% or $53,979 at 6%.
2009115$746,351$119,284$7,952iApproximate average salary by contribution assumption: employee only about $198,807 at 4% or $132,538 at 6%; with 50% employer match about $132,538 at 4% or $88,359 at 6%; with 100% employer match about $99,403 at 4% or $66,269 at 6%.
Carolina First Associates LLC 401(K) Plan-15$746,351$119,284$7,952iApproximate average salary by contribution assumption: employee only about $198,807 at 4% or $132,538 at 6%; with 50% employer match about $132,538 at 4% or $88,359 at 6%; with 100% employer match about $99,403 at 4% or $66,269 at 6%.
2008113$519,233$135,955$10,458iApproximate average salary by contribution assumption: employee only about $261,452 at 4% or $174,301 at 6%; with 50% employer match about $174,301 at 4% or $116,201 at 6%; with 100% employer match about $130,726 at 4% or $87,151 at 6%.
Carolina First Associates LLC 401(K) Plan-13$519,233$135,955$10,458iApproximate average salary by contribution assumption: employee only about $261,452 at 4% or $174,301 at 6%; with 50% employer match about $174,301 at 4% or $116,201 at 6%; with 100% employer match about $130,726 at 4% or $87,151 at 6%.
2007110$503,185$109,722$10,972iApproximate average salary by contribution assumption: employee only about $274,305 at 4% or $182,870 at 6%; with 50% employer match about $182,870 at 4% or $121,913 at 6%; with 100% employer match about $137,153 at 4% or $91,435 at 6%.
Carolina First Associates LLC 401(K) Plan-10$503,185$109,722$10,972iApproximate average salary by contribution assumption: employee only about $274,305 at 4% or $182,870 at 6%; with 50% employer match about $182,870 at 4% or $121,913 at 6%; with 100% employer match about $137,153 at 4% or $91,435 at 6%.
2006110$376,123$113,557$11,356iApproximate average salary by contribution assumption: employee only about $283,893 at 4% or $189,262 at 6%; with 50% employer match about $189,262 at 4% or $126,174 at 6%; with 100% employer match about $141,946 at 4% or $94,631 at 6%.
Carolina First Associates LLC 401(K) Plan-10$376,123$113,557$11,356iApproximate average salary by contribution assumption: employee only about $283,893 at 4% or $189,262 at 6%; with 50% employer match about $189,262 at 4% or $126,174 at 6%; with 100% employer match about $141,946 at 4% or $94,631 at 6%.
2005110$240,349$237,341$23,734iApproximate average salary by contribution assumption: employee only about $593,353 at 4% or $395,568 at 6%; with 50% employer match about $395,568 at 4% or $263,712 at 6%; with 100% employer match about $296,676 at 4% or $197,784 at 6%.
Carolina First Associates LLC 401(K) Plan-10$240,349$237,341$23,734iApproximate average salary by contribution assumption: employee only about $593,353 at 4% or $395,568 at 6%; with 50% employer match about $395,568 at 4% or $263,712 at 6%; with 100% employer match about $296,676 at 4% or $197,784 at 6%.