R.B. Pharr & Associates, P.A.
Plan context: R.B. Pharr & Associates, P.A. 401K Plan
EIN 56-1994161 • Charlotte, NC • 27 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
51
2024 Assets
$1,518,824
2024 Contributions
$210,290
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 51 | $1,518,824 | $210,290 | $4,123iApproximate average salary by contribution assumption: employee only about $103,083 at 4% or $68,722 at 6%; with 50% employer match about $68,722 at 4% or $45,815 at 6%; with 100% employer match about $51,542 at 4% or $34,361 at 6%. |
| R.B. Pharr & Associates, P.A. 401K Plan | - | 51 | $1,518,824 | $210,290 | $4,123iApproximate average salary by contribution assumption: employee only about $103,083 at 4% or $68,722 at 6%; with 50% employer match about $68,722 at 4% or $45,815 at 6%; with 100% employer match about $51,542 at 4% or $34,361 at 6%. |
| 2023 | 1 | 35 | $1,572,017 | $201,136 | $5,747iApproximate average salary by contribution assumption: employee only about $143,669 at 4% or $95,779 at 6%; with 50% employer match about $95,779 at 4% or $63,853 at 6%; with 100% employer match about $71,834 at 4% or $47,890 at 6%. |
| R.B. Pharr & Associates, P.A. 401K Plan | - | 35 | $1,572,017 | $201,136 | $5,747iApproximate average salary by contribution assumption: employee only about $143,669 at 4% or $95,779 at 6%; with 50% employer match about $95,779 at 4% or $63,853 at 6%; with 100% employer match about $71,834 at 4% or $47,890 at 6%. |
| 2022 | 1 | 43 | $1,428,007 | $133,169 | $3,097iApproximate average salary by contribution assumption: employee only about $77,424 at 4% or $51,616 at 6%; with 50% employer match about $51,616 at 4% or $34,411 at 6%; with 100% employer match about $38,712 at 4% or $25,808 at 6%. |
| R.B. Pharr & Associates, P.A. 401K Plan | - | 43 | $1,428,007 | $133,169 | $3,097iApproximate average salary by contribution assumption: employee only about $77,424 at 4% or $51,616 at 6%; with 50% employer match about $51,616 at 4% or $34,411 at 6%; with 100% employer match about $38,712 at 4% or $25,808 at 6%. |
| 2021 | 1 | 34 | $1,522,310 | $185,484 | $5,455iApproximate average salary by contribution assumption: employee only about $136,385 at 4% or $90,924 at 6%; with 50% employer match about $90,924 at 4% or $60,616 at 6%; with 100% employer match about $68,193 at 4% or $45,462 at 6%. |
| R.B. Pharr & Associates, P.A. 401K Plan | - | 34 | $1,522,310 | $185,484 | $5,455iApproximate average salary by contribution assumption: employee only about $136,385 at 4% or $90,924 at 6%; with 50% employer match about $90,924 at 4% or $60,616 at 6%; with 100% employer match about $68,193 at 4% or $45,462 at 6%. |
| 2020 | 1 | 37 | $1,536,095 | $124,705 | $3,370iApproximate average salary by contribution assumption: employee only about $84,260 at 4% or $56,173 at 6%; with 50% employer match about $56,173 at 4% or $37,449 at 6%; with 100% employer match about $42,130 at 4% or $28,087 at 6%. |
| R.B. Pharr & Associates, P.A. 401K Plan | - | 37 | $1,536,095 | $124,705 | $3,370iApproximate average salary by contribution assumption: employee only about $84,260 at 4% or $56,173 at 6%; with 50% employer match about $56,173 at 4% or $37,449 at 6%; with 100% employer match about $42,130 at 4% or $28,087 at 6%. |
| 2019 | 1 | 22 | $1,263,575 | $105,416 | $4,792iApproximate average salary by contribution assumption: employee only about $119,791 at 4% or $79,861 at 6%; with 50% employer match about $79,861 at 4% or $53,240 at 6%; with 100% employer match about $59,895 at 4% or $39,930 at 6%. |
| R.B. Pharr & Associates, P.A. 401K Plan | - | 22 | $1,263,575 | $105,416 | $4,792iApproximate average salary by contribution assumption: employee only about $119,791 at 4% or $79,861 at 6%; with 50% employer match about $79,861 at 4% or $53,240 at 6%; with 100% employer match about $59,895 at 4% or $39,930 at 6%. |
| 2018 | 1 | 24 | $1,044,383 | $97,471 | $4,061iApproximate average salary by contribution assumption: employee only about $101,532 at 4% or $67,688 at 6%; with 50% employer match about $67,688 at 4% or $45,125 at 6%; with 100% employer match about $50,766 at 4% or $33,844 at 6%. |
| R.B. Pharr & Associates, P.A. 401K Plan | - | 24 | $1,044,383 | $97,471 | $4,061iApproximate average salary by contribution assumption: employee only about $101,532 at 4% or $67,688 at 6%; with 50% employer match about $67,688 at 4% or $45,125 at 6%; with 100% employer match about $50,766 at 4% or $33,844 at 6%. |
| 2017 | 1 | 23 | $1,080,423 | $154,110 | $6,700iApproximate average salary by contribution assumption: employee only about $167,511 at 4% or $111,674 at 6%; with 50% employer match about $111,674 at 4% or $74,449 at 6%; with 100% employer match about $83,755 at 4% or $55,837 at 6%. |
| R.B. Pharr & Associates, P.A. 401K Plan | - | 23 | $1,080,423 | $154,110 | $6,700iApproximate average salary by contribution assumption: employee only about $167,511 at 4% or $111,674 at 6%; with 50% employer match about $111,674 at 4% or $74,449 at 6%; with 100% employer match about $83,755 at 4% or $55,837 at 6%. |
| 2016 | 1 | 20 | $852,870 | $71,779 | $3,589iApproximate average salary by contribution assumption: employee only about $89,724 at 4% or $59,816 at 6%; with 50% employer match about $59,816 at 4% or $39,877 at 6%; with 100% employer match about $44,862 at 4% or $29,908 at 6%. |
| R.B. Pharr & Associates, P.A. 401K Plan | - | 20 | $852,870 | $71,779 | $3,589iApproximate average salary by contribution assumption: employee only about $89,724 at 4% or $59,816 at 6%; with 50% employer match about $59,816 at 4% or $39,877 at 6%; with 100% employer match about $44,862 at 4% or $29,908 at 6%. |
| 2015 | 1 | 16 | $739,499 | $54,042 | $3,378iApproximate average salary by contribution assumption: employee only about $84,441 at 4% or $56,294 at 6%; with 50% employer match about $56,294 at 4% or $37,529 at 6%; with 100% employer match about $42,220 at 4% or $28,147 at 6%. |
| R.B. Pharr & Associates, P.A. 401K Plan | - | 16 | $739,499 | $54,042 | $3,378iApproximate average salary by contribution assumption: employee only about $84,441 at 4% or $56,294 at 6%; with 50% employer match about $56,294 at 4% or $37,529 at 6%; with 100% employer match about $42,220 at 4% or $28,147 at 6%. |
| 2014 | 1 | 16 | $693,838 | $48,592 | $3,037iApproximate average salary by contribution assumption: employee only about $75,925 at 4% or $50,617 at 6%; with 50% employer match about $50,617 at 4% or $33,744 at 6%; with 100% employer match about $37,963 at 4% or $25,308 at 6%. |
| R.B. Pharr & Associates, P.A. 401K Plan | - | 16 | $693,838 | $48,592 | $3,037iApproximate average salary by contribution assumption: employee only about $75,925 at 4% or $50,617 at 6%; with 50% employer match about $50,617 at 4% or $33,744 at 6%; with 100% employer match about $37,963 at 4% or $25,308 at 6%. |
| 2013 | 1 | 16 | $637,111 | $46,061 | $2,879iApproximate average salary by contribution assumption: employee only about $71,970 at 4% or $47,980 at 6%; with 50% employer match about $47,980 at 4% or $31,987 at 6%; with 100% employer match about $35,985 at 4% or $23,990 at 6%. |
| R.B. Pharr & Associates, P.A. 401K Plan | - | 16 | $637,111 | $46,061 | $2,879iApproximate average salary by contribution assumption: employee only about $71,970 at 4% or $47,980 at 6%; with 50% employer match about $47,980 at 4% or $31,987 at 6%; with 100% employer match about $35,985 at 4% or $23,990 at 6%. |
| 2012 | 1 | 16 | $537,395 | $29,920 | $1,870iApproximate average salary by contribution assumption: employee only about $46,750 at 4% or $31,167 at 6%; with 50% employer match about $31,167 at 4% or $20,778 at 6%; with 100% employer match about $23,375 at 4% or $15,583 at 6%. |
| R.B. Pharr & Associates, P.A. 401K Plan | - | 16 | $537,395 | $29,920 | $1,870iApproximate average salary by contribution assumption: employee only about $46,750 at 4% or $31,167 at 6%; with 50% employer match about $31,167 at 4% or $20,778 at 6%; with 100% employer match about $23,375 at 4% or $15,583 at 6%. |
| 2011 | 1 | 14 | $524,293 | $21,585 | $1,542iApproximate average salary by contribution assumption: employee only about $38,545 at 4% or $25,696 at 6%; with 50% employer match about $25,696 at 4% or $17,131 at 6%; with 100% employer match about $19,272 at 4% or $12,848 at 6%. |
| R.B. Pharr & Associates, P.A. 401K Plan | - | 14 | $524,293 | $21,585 | $1,542iApproximate average salary by contribution assumption: employee only about $38,545 at 4% or $25,696 at 6%; with 50% employer match about $25,696 at 4% or $17,131 at 6%; with 100% employer match about $19,272 at 4% or $12,848 at 6%. |
| 2010 | 1 | 13 | $506,510 | $22,548 | $1,734iApproximate average salary by contribution assumption: employee only about $43,362 at 4% or $28,908 at 6%; with 50% employer match about $28,908 at 4% or $19,272 at 6%; with 100% employer match about $21,681 at 4% or $14,454 at 6%. |
| R.B. Pharr & Associates, P.A. 401K Plan | - | 13 | $506,510 | $22,548 | $1,734iApproximate average salary by contribution assumption: employee only about $43,362 at 4% or $28,908 at 6%; with 50% employer match about $28,908 at 4% or $19,272 at 6%; with 100% employer match about $21,681 at 4% or $14,454 at 6%. |
| 2009 | 1 | 22 | $658,849 | $47,087 | $2,140iApproximate average salary by contribution assumption: employee only about $53,508 at 4% or $35,672 at 6%; with 50% employer match about $35,672 at 4% or $23,781 at 6%; with 100% employer match about $26,754 at 4% or $17,836 at 6%. |
| R.B. Pharr & Associates, P.A. 401K Plan | - | 22 | $658,849 | $47,087 | $2,140iApproximate average salary by contribution assumption: employee only about $53,508 at 4% or $35,672 at 6%; with 50% employer match about $35,672 at 4% or $23,781 at 6%; with 100% employer match about $26,754 at 4% or $17,836 at 6%. |
| 2007 | 1 | 34 | $991,340 | $118,023 | $3,471iApproximate average salary by contribution assumption: employee only about $86,782 at 4% or $57,854 at 6%; with 50% employer match about $57,854 at 4% or $38,570 at 6%; with 100% employer match about $43,391 at 4% or $28,927 at 6%. |
| R.B. Pharr & Associates, P.A. 401K Plan | - | 34 | $991,340 | $118,023 | $3,471iApproximate average salary by contribution assumption: employee only about $86,782 at 4% or $57,854 at 6%; with 50% employer match about $57,854 at 4% or $38,570 at 6%; with 100% employer match about $43,391 at 4% or $28,927 at 6%. |
| 2006 | 1 | 42 | $1,035,054 | $103,972 | $2,476iApproximate average salary by contribution assumption: employee only about $61,888 at 4% or $41,259 at 6%; with 50% employer match about $41,259 at 4% or $27,506 at 6%; with 100% employer match about $30,944 at 4% or $20,629 at 6%. |
| R.B. Pharr & Associates, P.A. 401K Plan | - | 42 | $1,035,054 | $103,972 | $2,476iApproximate average salary by contribution assumption: employee only about $61,888 at 4% or $41,259 at 6%; with 50% employer match about $41,259 at 4% or $27,506 at 6%; with 100% employer match about $30,944 at 4% or $20,629 at 6%. |
| 2005 | 1 | 33 | $836,059 | $77,985 | $2,363iApproximate average salary by contribution assumption: employee only about $59,080 at 4% or $39,386 at 6%; with 50% employer match about $39,386 at 4% or $26,258 at 6%; with 100% employer match about $29,540 at 4% or $19,693 at 6%. |
| R.B. Pharr & Associates, P.A. 401K Plan | - | 33 | $836,059 | $77,985 | $2,363iApproximate average salary by contribution assumption: employee only about $59,080 at 4% or $39,386 at 6%; with 50% employer match about $39,386 at 4% or $26,258 at 6%; with 100% employer match about $29,540 at 4% or $19,693 at 6%. |
| 2004 | 1 | 32 | $841,467 | $113,089 | $3,534iApproximate average salary by contribution assumption: employee only about $88,351 at 4% or $58,901 at 6%; with 50% employer match about $58,901 at 4% or $39,267 at 6%; with 100% employer match about $44,175 at 4% or $29,450 at 6%. |
| R.B. Pharr & Associates, P.A. 401K Plan | - | 32 | $841,467 | $113,089 | $3,534iApproximate average salary by contribution assumption: employee only about $88,351 at 4% or $58,901 at 6%; with 50% employer match about $58,901 at 4% or $39,267 at 6%; with 100% employer match about $44,175 at 4% or $29,450 at 6%. |
| 2003 | 1 | 36 | $698,864 | $61,054 | $1,696iApproximate average salary by contribution assumption: employee only about $42,399 at 4% or $28,266 at 6%; with 50% employer match about $28,266 at 4% or $18,844 at 6%; with 100% employer match about $21,199 at 4% or $14,133 at 6%. |
| R.B. Pharr & Associates, P.A. 401K Plan | - | 36 | $698,864 | $61,054 | $1,696iApproximate average salary by contribution assumption: employee only about $42,399 at 4% or $28,266 at 6%; with 50% employer match about $28,266 at 4% or $18,844 at 6%; with 100% employer match about $21,199 at 4% or $14,133 at 6%. |
| 2002 | 1 | 35 | $578,845 | $82,942 | $2,370iApproximate average salary by contribution assumption: employee only about $59,244 at 4% or $39,496 at 6%; with 50% employer match about $39,496 at 4% or $26,331 at 6%; with 100% employer match about $29,622 at 4% or $19,748 at 6%. |
| R.B. Pharr & Associates, P.A. 401K Plan | - | 35 | $578,845 | $82,942 | $2,370iApproximate average salary by contribution assumption: employee only about $59,244 at 4% or $39,496 at 6%; with 50% employer match about $39,496 at 4% or $26,331 at 6%; with 100% employer match about $29,622 at 4% or $19,748 at 6%. |
| 2001 | 2 | 40 | $656,415 | $173,410 | $4,335iApproximate average salary by contribution assumption: employee only about $108,381 at 4% or $72,254 at 6%; with 50% employer match about $72,254 at 4% or $48,169 at 6%; with 100% employer match about $54,191 at 4% or $36,127 at 6%. |
| R.B. Pharr & Associates, P.A. 401K Plan | - | 40 | $656,415 | $173,410 | $4,335iApproximate average salary by contribution assumption: employee only about $108,381 at 4% or $72,254 at 6%; with 50% employer match about $72,254 at 4% or $48,169 at 6%; with 100% employer match about $54,191 at 4% or $36,127 at 6%. |
| R. B. Pharr and Associates, Pa Pension Plan | - | 0 | - | - | - |
| 2000 | 2 | 32 | $0 | $0 | - |
| R. B. Pharr and Associates, Pa Pension Plan | - | 0 | - | - | - |
| R.B. Pharr & Associates, P.A. 401K Plan | - | 32 | - | - | - |
| 1999 | 1 | 30 | $701,538 | $62,636 | $2,088iApproximate average salary by contribution assumption: employee only about $52,197 at 4% or $34,798 at 6%; with 50% employer match about $34,798 at 4% or $23,199 at 6%; with 100% employer match about $26,098 at 4% or $17,399 at 6%. |
| R.B. Pharr & Associates, P.A. 401K Plan | - | 30 | $701,538 | $62,636 | $2,088iApproximate average salary by contribution assumption: employee only about $52,197 at 4% or $34,798 at 6%; with 50% employer match about $34,798 at 4% or $23,199 at 6%; with 100% employer match about $26,098 at 4% or $17,399 at 6%. |