A. M. Pappas & Associates LLC
Plan context: A. M. Pappas & Associates Profit Sharing Plan
EIN 56-1990526 • Durham, NC • 31 filings • 10 plans
Current Snapshot
Latest Year
2023
2023 Participants
14
2023 Assets
$3,206,084
2023 Contributions
$250,362
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| A. M. Pappas & Associates Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2022 | 1 | 14 | $3,206,084 | $250,362 | $17,883iApproximate average salary by contribution assumption: employee only about $447,075 at 4% or $298,050 at 6%; with 50% employer match about $298,050 at 4% or $198,700 at 6%; with 100% employer match about $223,538 at 4% or $149,025 at 6%. |
| A. M. Pappas & Associates Profit Sharing Plan | - | 14 | $3,206,084 | $250,362 | $17,883iApproximate average salary by contribution assumption: employee only about $447,075 at 4% or $298,050 at 6%; with 50% employer match about $298,050 at 4% or $198,700 at 6%; with 100% employer match about $223,538 at 4% or $149,025 at 6%. |
| 2021 | 1 | 14 | $3,782,942 | $250,385 | $17,885iApproximate average salary by contribution assumption: employee only about $447,116 at 4% or $298,077 at 6%; with 50% employer match about $298,077 at 4% or $198,718 at 6%; with 100% employer match about $223,558 at 4% or $149,039 at 6%. |
| A. M. Pappas & Associates Profit Sharing Plan | - | 14 | $3,782,942 | $250,385 | $17,885iApproximate average salary by contribution assumption: employee only about $447,116 at 4% or $298,077 at 6%; with 50% employer match about $298,077 at 4% or $198,718 at 6%; with 100% employer match about $223,558 at 4% or $149,039 at 6%. |
| 2020 | 1 | 13 | $3,086,805 | $215,919 | $16,609iApproximate average salary by contribution assumption: employee only about $415,229 at 4% or $276,819 at 6%; with 50% employer match about $276,819 at 4% or $184,546 at 6%; with 100% employer match about $207,614 at 4% or $138,410 at 6%. |
| A. M. Pappas & Associates Profit Sharing Plan | - | 13 | $3,086,805 | $215,919 | $16,609iApproximate average salary by contribution assumption: employee only about $415,229 at 4% or $276,819 at 6%; with 50% employer match about $276,819 at 4% or $184,546 at 6%; with 100% employer match about $207,614 at 4% or $138,410 at 6%. |
| 2019 | 1 | 14 | $4,332,065 | $226,422 | $16,173iApproximate average salary by contribution assumption: employee only about $404,325 at 4% or $269,550 at 6%; with 50% employer match about $269,550 at 4% or $179,700 at 6%; with 100% employer match about $202,163 at 4% or $134,775 at 6%. |
| A. M. Pappas & Associates Profit Sharing Plan | - | 14 | $4,332,065 | $226,422 | $16,173iApproximate average salary by contribution assumption: employee only about $404,325 at 4% or $269,550 at 6%; with 50% employer match about $269,550 at 4% or $179,700 at 6%; with 100% employer match about $202,163 at 4% or $134,775 at 6%. |
| 2018 | 1 | 13 | $3,389,546 | $218,239 | $16,788iApproximate average salary by contribution assumption: employee only about $419,690 at 4% or $279,794 at 6%; with 50% employer match about $279,794 at 4% or $186,529 at 6%; with 100% employer match about $209,845 at 4% or $139,897 at 6%. |
| A. M. Pappas & Associates Profit Sharing Plan | - | 13 | $3,389,546 | $218,239 | $16,788iApproximate average salary by contribution assumption: employee only about $419,690 at 4% or $279,794 at 6%; with 50% employer match about $279,794 at 4% or $186,529 at 6%; with 100% employer match about $209,845 at 4% or $139,897 at 6%. |
| 2017 | 1 | 14 | $3,493,773 | $212,322 | $15,166iApproximate average salary by contribution assumption: employee only about $379,146 at 4% or $252,764 at 6%; with 50% employer match about $252,764 at 4% or $168,510 at 6%; with 100% employer match about $189,573 at 4% or $126,382 at 6%. |
| A. M. Pappas & Associates Profit Sharing Plan | - | 14 | $3,493,773 | $212,322 | $15,166iApproximate average salary by contribution assumption: employee only about $379,146 at 4% or $252,764 at 6%; with 50% employer match about $252,764 at 4% or $168,510 at 6%; with 100% employer match about $189,573 at 4% or $126,382 at 6%. |
| 2016 | 1 | 14 | $2,749,055 | $210,020 | $15,001iApproximate average salary by contribution assumption: employee only about $375,036 at 4% or $250,024 at 6%; with 50% employer match about $250,024 at 4% or $166,683 at 6%; with 100% employer match about $187,518 at 4% or $125,012 at 6%. |
| A. M. Pappas & Associates Profit Sharing Plan | - | 14 | $2,749,055 | $210,020 | $15,001iApproximate average salary by contribution assumption: employee only about $375,036 at 4% or $250,024 at 6%; with 50% employer match about $250,024 at 4% or $166,683 at 6%; with 100% employer match about $187,518 at 4% or $125,012 at 6%. |
| 2015 | 1 | 13 | $2,848,852 | $204,738 | $15,749iApproximate average salary by contribution assumption: employee only about $393,727 at 4% or $262,485 at 6%; with 50% employer match about $262,485 at 4% or $174,990 at 6%; with 100% employer match about $196,863 at 4% or $131,242 at 6%. |
| A. M. Pappas & Associates Profit Sharing Plan | - | 13 | $2,848,852 | $204,738 | $15,749iApproximate average salary by contribution assumption: employee only about $393,727 at 4% or $262,485 at 6%; with 50% employer match about $262,485 at 4% or $174,990 at 6%; with 100% employer match about $196,863 at 4% or $131,242 at 6%. |
| 2014 | 1 | 13 | $3,063,216 | $214,359 | $16,489iApproximate average salary by contribution assumption: employee only about $412,229 at 4% or $274,819 at 6%; with 50% employer match about $274,819 at 4% or $183,213 at 6%; with 100% employer match about $206,114 at 4% or $137,410 at 6%. |
| A. M. Pappas & Associates Profit Sharing Plan | - | 13 | $3,063,216 | $214,359 | $16,489iApproximate average salary by contribution assumption: employee only about $412,229 at 4% or $274,819 at 6%; with 50% employer match about $274,819 at 4% or $183,213 at 6%; with 100% employer match about $206,114 at 4% or $137,410 at 6%. |
| 2013 | 1 | 13 | $3,301,003 | $192,803 | $14,831iApproximate average salary by contribution assumption: employee only about $370,775 at 4% or $247,183 at 6%; with 50% employer match about $247,183 at 4% or $164,789 at 6%; with 100% employer match about $185,388 at 4% or $123,592 at 6%. |
| A. M. Pappas & Associates Profit Sharing Plan | - | 13 | $3,301,003 | $192,803 | $14,831iApproximate average salary by contribution assumption: employee only about $370,775 at 4% or $247,183 at 6%; with 50% employer match about $247,183 at 4% or $164,789 at 6%; with 100% employer match about $185,388 at 4% or $123,592 at 6%. |
| 2012 | 1 | 19 | $2,619,147 | $183,834 | $9,675iApproximate average salary by contribution assumption: employee only about $241,887 at 4% or $161,258 at 6%; with 50% employer match about $161,258 at 4% or $107,505 at 6%; with 100% employer match about $120,943 at 4% or $80,629 at 6%. |
| A. M. Pappas & Associates Profit Sharing Plan | - | 19 | $2,619,147 | $183,834 | $9,675iApproximate average salary by contribution assumption: employee only about $241,887 at 4% or $161,258 at 6%; with 50% employer match about $161,258 at 4% or $107,505 at 6%; with 100% employer match about $120,943 at 4% or $80,629 at 6%. |
| 2011 | 1 | 8 | $2,515,982 | $216,631 | $27,079iApproximate average salary by contribution assumption: employee only about $676,972 at 4% or $451,315 at 6%; with 50% employer match about $451,315 at 4% or $300,876 at 6%; with 100% employer match about $338,486 at 4% or $225,657 at 6%. |
| A. M. Pappas & Associates Profit Sharing Plan | - | 8 | $2,515,982 | $216,631 | $27,079iApproximate average salary by contribution assumption: employee only about $676,972 at 4% or $451,315 at 6%; with 50% employer match about $451,315 at 4% or $300,876 at 6%; with 100% employer match about $338,486 at 4% or $225,657 at 6%. |
| 2010 | 1 | 10 | $2,506,898 | $272,724 | $27,272iApproximate average salary by contribution assumption: employee only about $681,810 at 4% or $454,540 at 6%; with 50% employer match about $454,540 at 4% or $303,027 at 6%; with 100% employer match about $340,905 at 4% or $227,270 at 6%. |
| A. M. Pappas & Associates Profit Sharing Plan | - | 10 | $2,506,898 | $272,724 | $27,272iApproximate average salary by contribution assumption: employee only about $681,810 at 4% or $454,540 at 6%; with 50% employer match about $454,540 at 4% or $303,027 at 6%; with 100% employer match about $340,905 at 4% or $227,270 at 6%. |
| 2009 | 1 | 14 | $2,131,586 | $299,424 | $21,387iApproximate average salary by contribution assumption: employee only about $534,686 at 4% or $356,457 at 6%; with 50% employer match about $356,457 at 4% or $237,638 at 6%; with 100% employer match about $267,343 at 4% or $178,229 at 6%. |
| A. M. Pappas & Associates Profit Sharing Plan | - | 14 | $2,131,586 | $299,424 | $21,387iApproximate average salary by contribution assumption: employee only about $534,686 at 4% or $356,457 at 6%; with 50% employer match about $356,457 at 4% or $237,638 at 6%; with 100% employer match about $267,343 at 4% or $178,229 at 6%. |
| 2008 | 1 | 14 | $1,436,828 | $281,071 | $20,077iApproximate average salary by contribution assumption: employee only about $501,913 at 4% or $334,608 at 6%; with 50% employer match about $334,608 at 4% or $223,072 at 6%; with 100% employer match about $250,956 at 4% or $167,304 at 6%. |
| A. M. Pappas & Associates Profit Sharing Plan | - | 14 | $1,436,828 | $281,071 | $20,077iApproximate average salary by contribution assumption: employee only about $501,913 at 4% or $334,608 at 6%; with 50% employer match about $334,608 at 4% or $223,072 at 6%; with 100% employer match about $250,956 at 4% or $167,304 at 6%. |
| 2007 | 1 | 16 | $1,800,959 | $281,578 | $17,599iApproximate average salary by contribution assumption: employee only about $439,966 at 4% or $293,310 at 6%; with 50% employer match about $293,310 at 4% or $195,540 at 6%; with 100% employer match about $219,983 at 4% or $146,655 at 6%. |
| A. M. Pappas & Associates Profit Sharing Plan | - | 16 | $1,800,959 | $281,578 | $17,599iApproximate average salary by contribution assumption: employee only about $439,966 at 4% or $293,310 at 6%; with 50% employer match about $293,310 at 4% or $195,540 at 6%; with 100% employer match about $219,983 at 4% or $146,655 at 6%. |
| 2006 | 1 | 13 | $1,585,198 | $246,029 | $18,925iApproximate average salary by contribution assumption: employee only about $473,133 at 4% or $315,422 at 6%; with 50% employer match about $315,422 at 4% or $210,281 at 6%; with 100% employer match about $236,566 at 4% or $157,711 at 6%. |
| A. M. Pappas & Associates Profit Sharing Plan | - | 13 | $1,585,198 | $246,029 | $18,925iApproximate average salary by contribution assumption: employee only about $473,133 at 4% or $315,422 at 6%; with 50% employer match about $315,422 at 4% or $210,281 at 6%; with 100% employer match about $236,566 at 4% or $157,711 at 6%. |
| 2005 | 1 | 11 | $1,353,725 | $229,240 | $20,840iApproximate average salary by contribution assumption: employee only about $521,000 at 4% or $347,333 at 6%; with 50% employer match about $347,333 at 4% or $231,556 at 6%; with 100% employer match about $260,500 at 4% or $173,667 at 6%. |
| A. M. Pappas & Associates Profit Sharing Plan | - | 11 | $1,353,725 | $229,240 | $20,840iApproximate average salary by contribution assumption: employee only about $521,000 at 4% or $347,333 at 6%; with 50% employer match about $347,333 at 4% or $231,556 at 6%; with 100% employer match about $260,500 at 4% or $173,667 at 6%. |
| 2004 | 2 | 15 | $1,239,045 | $437,609 | $29,174iApproximate average salary by contribution assumption: employee only about $729,348 at 4% or $486,232 at 6%; with 50% employer match about $486,232 at 4% or $324,155 at 6%; with 100% employer match about $364,674 at 4% or $243,116 at 6%. |
| A. M. Pappas & Associates Profit Sharing Plan | - | 15 | $1,239,045 | $437,609 | $29,174iApproximate average salary by contribution assumption: employee only about $729,348 at 4% or $486,232 at 6%; with 50% employer match about $486,232 at 4% or $324,155 at 6%; with 100% employer match about $364,674 at 4% or $243,116 at 6%. |
| A. M. Pappas & Associates Money Purchase Plan | - | 0 | - | - | - |
| 2003 | 2 | 19 | $1,414,146 | $405,352 | $21,334iApproximate average salary by contribution assumption: employee only about $533,358 at 4% or $355,572 at 6%; with 50% employer match about $355,572 at 4% or $237,048 at 6%; with 100% employer match about $266,679 at 4% or $177,786 at 6%. |
| A. M. Pappas & Associates Profit Sharing Plan | - | 19 | $1,098,354 | $336,312 | $17,701iApproximate average salary by contribution assumption: employee only about $442,516 at 4% or $295,011 at 6%; with 50% employer match about $295,011 at 4% or $196,674 at 6%; with 100% employer match about $221,258 at 4% or $147,505 at 6%. |
| A. M. Pappas & Associates Money Purchase Plan | - | 17 | $315,792 | $69,040 | $4,061iApproximate average salary by contribution assumption: employee only about $101,529 at 4% or $67,686 at 6%; with 50% employer match about $67,686 at 4% or $45,124 at 6%; with 100% employer match about $50,765 at 4% or $33,843 at 6%. |
| 2002 | 2 | 19 | $874,036 | $382,395 | $20,126iApproximate average salary by contribution assumption: employee only about $503,151 at 4% or $335,434 at 6%; with 50% employer match about $335,434 at 4% or $223,623 at 6%; with 100% employer match about $251,576 at 4% or $167,717 at 6%. |
| A. M. Pappas & Associates Profit Sharing Plan | - | 19 | $650,701 | $315,004 | $16,579iApproximate average salary by contribution assumption: employee only about $414,479 at 4% or $276,319 at 6%; with 50% employer match about $276,319 at 4% or $184,213 at 6%; with 100% employer match about $207,239 at 4% or $138,160 at 6%. |
| A. M. Pappas & Associates Money Purchase Plan | - | 18 | $223,335 | $67,391 | $3,744iApproximate average salary by contribution assumption: employee only about $93,599 at 4% or $62,399 at 6%; with 50% employer match about $62,399 at 4% or $41,599 at 6%; with 100% employer match about $46,799 at 4% or $31,200 at 6%. |
| 2001 | 2 | 26 | $281,471 | $51,378 | $1,976iApproximate average salary by contribution assumption: employee only about $49,402 at 4% or $32,935 at 6%; with 50% employer match about $32,935 at 4% or $21,956 at 6%; with 100% employer match about $24,701 at 4% or $16,467 at 6%. |
| A. M. Pappas & Associates Money Purchase Plan | - | 26 | $281,471 | $51,378 | $1,976iApproximate average salary by contribution assumption: employee only about $49,402 at 4% or $32,935 at 6%; with 50% employer match about $32,935 at 4% or $21,956 at 6%; with 100% employer match about $24,701 at 4% or $16,467 at 6%. |
| A. M. Pappas & Associates Profit Sharing Plan | - | 25 | - | - | - |
| 2000 | 2 | 22 | $823,757 | $328,619 | $14,937iApproximate average salary by contribution assumption: employee only about $373,431 at 4% or $248,954 at 6%; with 50% employer match about $248,954 at 4% or $165,969 at 6%; with 100% employer match about $186,715 at 4% or $124,477 at 6%. |
| A. M. Pappas & Associates Profit Sharing Plan | - | 22 | $491,877 | $179,104 | $8,141iApproximate average salary by contribution assumption: employee only about $203,527 at 4% or $135,685 at 6%; with 50% employer match about $135,685 at 4% or $90,457 at 6%; with 100% employer match about $101,764 at 4% or $67,842 at 6%. |
| A. M. Pappas & Associates Money Purchase Plan | - | 20 | $331,880 | $149,515 | $7,476iApproximate average salary by contribution assumption: employee only about $186,894 at 4% or $124,596 at 6%; with 50% employer match about $124,596 at 4% or $83,064 at 6%; with 100% employer match about $93,447 at 4% or $62,298 at 6%. |
| 1999 | 2 | 16 | $617,068 | $32,934 | $2,058iApproximate average salary by contribution assumption: employee only about $51,459 at 4% or $34,306 at 6%; with 50% employer match about $34,306 at 4% or $22,871 at 6%; with 100% employer match about $25,730 at 4% or $17,153 at 6%. |
| A. M. Pappas & Associates Profit Sharing Plan | - | 16 | $365,812 | $32,934 | $2,058iApproximate average salary by contribution assumption: employee only about $51,459 at 4% or $34,306 at 6%; with 50% employer match about $34,306 at 4% or $22,871 at 6%; with 100% employer match about $25,730 at 4% or $17,153 at 6%. |
| A. M. Pappas & Associates Money Purchase Plan | - | 14 | $251,256 | - | - |