Civic Intelligence

Development Advisors LLC

Plan context: DEVELOPMENT ADVISORS CASH BALANCE PLAN AND TRUST

EIN 56-1974750 • Charlotte, NC • 12 filings • 2 plans

6525 Morrison Blvd Ste 402Charlotte, NC 28211
Current Snapshot

Latest Year

2020

2020 Participants

8

2020 Assets

$2,099,826

2020 Contributions

$128,925

Historical Graphs

Total Assets Over Time

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

$2,099,826$1,049,913$0201520182020YearValue
$2,099,826Latest year 2020

Participants Over Time

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

840201520182020YearValue
8Latest 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
202028$2,099,826$128,925$16,116iApproximate average salary by contribution assumption: employee only about $402,891 at 4% or $268,594 at 6%; with 50% employer match about $268,594 at 4% or $179,063 at 6%; with 100% employer match about $201,445 at 4% or $134,297 at 6%.
DEVELOPMENT ADVISORS CASH BALANCE PLAN AND TRUST-7$1,350,309$0-
Development Advisors 401(K) Plan and Trust-8$749,517$128,925$16,116iApproximate average salary by contribution assumption: employee only about $402,891 at 4% or $268,594 at 6%; with 50% employer match about $268,594 at 4% or $179,063 at 6%; with 100% employer match about $201,445 at 4% or $134,297 at 6%.
201926$1,736,801$320,923$53,487iApproximate average salary by contribution assumption: employee only about $1,337,179 at 4% or $891,453 at 6%; with 50% employer match about $891,453 at 4% or $594,302 at 6%; with 100% employer match about $668,590 at 4% or $445,726 at 6%.
DEVELOPMENT ADVISORS CASH BALANCE PLAN AND TRUST-6$1,242,489$204,115$34,019iApproximate average salary by contribution assumption: employee only about $850,479 at 4% or $566,986 at 6%; with 50% employer match about $566,986 at 4% or $377,991 at 6%; with 100% employer match about $425,240 at 4% or $283,493 at 6%.
Development Advisors 401(K) Plan and Trust-6$494,312$116,808$19,468iApproximate average salary by contribution assumption: employee only about $486,700 at 4% or $324,467 at 6%; with 50% employer match about $324,467 at 4% or $216,311 at 6%; with 100% employer match about $243,350 at 4% or $162,233 at 6%.
201828$1,385,639$569,996$71,250iApproximate average salary by contribution assumption: employee only about $1,781,238 at 4% or $1,187,492 at 6%; with 50% employer match about $1,187,492 at 4% or $791,661 at 6%; with 100% employer match about $890,619 at 4% or $593,746 at 6%.
DEVELOPMENT ADVISORS CASH BALANCE PLAN AND TRUST-7$966,287$461,305$65,901iApproximate average salary by contribution assumption: employee only about $1,647,518 at 4% or $1,098,345 at 6%; with 50% employer match about $1,098,345 at 4% or $732,230 at 6%; with 100% employer match about $823,759 at 4% or $549,173 at 6%.
Development Advisors 401(K) Plan and Trust-8$419,352$108,691$13,586iApproximate average salary by contribution assumption: employee only about $339,659 at 4% or $226,440 at 6%; with 50% employer match about $226,440 at 4% or $150,960 at 6%; with 100% employer match about $169,830 at 4% or $113,220 at 6%.
201728$862,042$252,430$31,554iApproximate average salary by contribution assumption: employee only about $788,844 at 4% or $525,896 at 6%; with 50% employer match about $525,896 at 4% or $350,597 at 6%; with 100% employer match about $394,422 at 4% or $262,948 at 6%.
DEVELOPMENT ADVISORS CASH BALANCE PLAN AND TRUST-7$526,873$117,600$16,800iApproximate average salary by contribution assumption: employee only about $420,000 at 4% or $280,000 at 6%; with 50% employer match about $280,000 at 4% or $186,667 at 6%; with 100% employer match about $210,000 at 4% or $140,000 at 6%.
Development Advisors 401(K) Plan and Trust-8$335,169$134,830$16,854iApproximate average salary by contribution assumption: employee only about $421,344 at 4% or $280,896 at 6%; with 50% employer match about $280,896 at 4% or $187,264 at 6%; with 100% employer match about $210,672 at 4% or $140,448 at 6%.
201626$541,476$313,831$52,305iApproximate average salary by contribution assumption: employee only about $1,307,629 at 4% or $871,753 at 6%; with 50% employer match about $871,753 at 4% or $581,169 at 6%; with 100% employer match about $653,815 at 4% or $435,876 at 6%.
DEVELOPMENT ADVISORS CASH BALANCE PLAN AND TRUST-6$369,550$225,456$37,576iApproximate average salary by contribution assumption: employee only about $939,400 at 4% or $626,267 at 6%; with 50% employer match about $626,267 at 4% or $417,511 at 6%; with 100% employer match about $469,700 at 4% or $313,133 at 6%.
Development Advisors 401(K) Plan and Trust-6$171,926$88,375$14,729iApproximate average salary by contribution assumption: employee only about $368,229 at 4% or $245,486 at 6%; with 50% employer match about $245,486 at 4% or $163,657 at 6%; with 100% employer match about $184,115 at 4% or $122,743 at 6%.
201524$206,535$206,572$51,643iApproximate average salary by contribution assumption: employee only about $1,291,075 at 4% or $860,717 at 6%; with 50% employer match about $860,717 at 4% or $573,811 at 6%; with 100% employer match about $645,538 at 4% or $430,358 at 6%.
DEVELOPMENT ADVISORS CASH BALANCE PLAN AND TRUST-4$133,601$133,601$33,400iApproximate average salary by contribution assumption: employee only about $835,006 at 4% or $556,671 at 6%; with 50% employer match about $556,671 at 4% or $371,114 at 6%; with 100% employer match about $417,503 at 4% or $278,335 at 6%.
Development Advisors 401(K) Plan and Trust-4$72,934$72,971$18,243iApproximate average salary by contribution assumption: employee only about $456,069 at 4% or $304,046 at 6%; with 50% employer match about $304,046 at 4% or $202,697 at 6%; with 100% employer match about $228,034 at 4% or $152,023 at 6%.