Civic Intelligence

Richard B. Megorden II

Plan context: Richard B Megorden II Profit Sharing Plan and Trust

EIN 56-2017654 • Charlotte, NC • 21 filings • 2 plans

521 E. Morehead StreetSuite 150Charlotte, NC 28202-2600
Current Snapshot

Latest Year

2017

2017 Participants

2

2017 Assets

$1,657,698

2017 Contributions

$13,261

Historical Graphs

Total Assets Over Time

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

$1,657,698$828,849$0200020092016YearValue
$1,657,698Latest year 2016

Participants Over Time

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

210200020082016YearValue
2Latest 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
201710$0$0-
Richard B Megorden II Profit Sharing Plan and Trust-0$0--
201612$1,657,698$13,261$6,631iApproximate average salary by contribution assumption: employee only about $165,763 at 4% or $110,508 at 6%; with 50% employer match about $110,508 at 4% or $73,672 at 6%; with 100% employer match about $82,881 at 4% or $55,254 at 6%.
Richard B Megorden II Profit Sharing Plan and Trust-2$1,657,698$13,261$6,631iApproximate average salary by contribution assumption: employee only about $165,763 at 4% or $110,508 at 6%; with 50% employer match about $110,508 at 4% or $73,672 at 6%; with 100% employer match about $82,881 at 4% or $55,254 at 6%.
201512$1,540,636$66,764$33,382iApproximate average salary by contribution assumption: employee only about $834,550 at 4% or $556,367 at 6%; with 50% employer match about $556,367 at 4% or $370,911 at 6%; with 100% employer match about $417,275 at 4% or $278,183 at 6%.
Richard B Megorden II Profit Sharing Plan and Trust-2$1,540,636$66,764$33,382iApproximate average salary by contribution assumption: employee only about $834,550 at 4% or $556,367 at 6%; with 50% employer match about $556,367 at 4% or $370,911 at 6%; with 100% employer match about $417,275 at 4% or $278,183 at 6%.
201412$1,521,979$65,814$32,907iApproximate average salary by contribution assumption: employee only about $822,675 at 4% or $548,450 at 6%; with 50% employer match about $548,450 at 4% or $365,633 at 6%; with 100% employer match about $411,338 at 4% or $274,225 at 6%.
Richard B Megorden II Profit Sharing Plan and Trust-2$1,521,979$65,814$32,907iApproximate average salary by contribution assumption: employee only about $822,675 at 4% or $548,450 at 6%; with 50% employer match about $548,450 at 4% or $365,633 at 6%; with 100% employer match about $411,338 at 4% or $274,225 at 6%.
201312$1,416,412$64,504$32,252iApproximate average salary by contribution assumption: employee only about $806,300 at 4% or $537,533 at 6%; with 50% employer match about $537,533 at 4% or $358,356 at 6%; with 100% employer match about $403,150 at 4% or $268,767 at 6%.
Richard B Megorden II Profit Sharing Plan and Trust-2$1,416,412$64,504$32,252iApproximate average salary by contribution assumption: employee only about $806,300 at 4% or $537,533 at 6%; with 50% employer match about $537,533 at 4% or $358,356 at 6%; with 100% employer match about $403,150 at 4% or $268,767 at 6%.
201212$1,255,680$63,346$31,673iApproximate average salary by contribution assumption: employee only about $791,825 at 4% or $527,883 at 6%; with 50% employer match about $527,883 at 4% or $351,922 at 6%; with 100% employer match about $395,913 at 4% or $263,942 at 6%.
Richard B Megorden II Profit Sharing Plan and Trust-2$1,255,680$63,346$31,673iApproximate average salary by contribution assumption: employee only about $791,825 at 4% or $527,883 at 6%; with 50% employer match about $527,883 at 4% or $351,922 at 6%; with 100% employer match about $395,913 at 4% or $263,942 at 6%.
201112$1,137,100$61,808$30,904iApproximate average salary by contribution assumption: employee only about $772,600 at 4% or $515,067 at 6%; with 50% employer match about $515,067 at 4% or $343,378 at 6%; with 100% employer match about $386,300 at 4% or $257,533 at 6%.
Richard B Megorden II Profit Sharing Plan and Trust-2$1,137,100$61,808$30,904iApproximate average salary by contribution assumption: employee only about $772,600 at 4% or $515,067 at 6%; with 50% employer match about $515,067 at 4% or $343,378 at 6%; with 100% employer match about $386,300 at 4% or $257,533 at 6%.
201012$1,060,982$61,997$30,999iApproximate average salary by contribution assumption: employee only about $774,963 at 4% or $516,642 at 6%; with 50% employer match about $516,642 at 4% or $344,428 at 6%; with 100% employer match about $387,481 at 4% or $258,321 at 6%.
Richard B Megorden II Profit Sharing Plan and Trust-2$1,060,982$61,997$30,999iApproximate average salary by contribution assumption: employee only about $774,963 at 4% or $516,642 at 6%; with 50% employer match about $516,642 at 4% or $344,428 at 6%; with 100% employer match about $387,481 at 4% or $258,321 at 6%.
200912$890,269$61,654$30,827iApproximate average salary by contribution assumption: employee only about $770,675 at 4% or $513,783 at 6%; with 50% employer match about $513,783 at 4% or $342,522 at 6%; with 100% employer match about $385,338 at 4% or $256,892 at 6%.
Richard B Megorden II Profit Sharing Plan and Trust-2$890,269$61,654$30,827iApproximate average salary by contribution assumption: employee only about $770,675 at 4% or $513,783 at 6%; with 50% employer match about $513,783 at 4% or $342,522 at 6%; with 100% employer match about $385,338 at 4% or $256,892 at 6%.
200812$656,409$58,774$29,387iApproximate average salary by contribution assumption: employee only about $734,675 at 4% or $489,783 at 6%; with 50% employer match about $489,783 at 4% or $326,522 at 6%; with 100% employer match about $367,338 at 4% or $244,892 at 6%.
Richard B Megorden II Profit Sharing Plan and Trust-2$656,409$58,774$29,387iApproximate average salary by contribution assumption: employee only about $734,675 at 4% or $489,783 at 6%; with 50% employer match about $489,783 at 4% or $326,522 at 6%; with 100% employer match about $367,338 at 4% or $244,892 at 6%.
200712$905,499$57,410$28,705iApproximate average salary by contribution assumption: employee only about $717,625 at 4% or $478,417 at 6%; with 50% employer match about $478,417 at 4% or $318,944 at 6%; with 100% employer match about $358,813 at 4% or $239,208 at 6%.
Richard B Megorden II Profit Sharing Plan and Trust-2$905,499$57,410$28,705iApproximate average salary by contribution assumption: employee only about $717,625 at 4% or $478,417 at 6%; with 50% employer match about $478,417 at 4% or $318,944 at 6%; with 100% employer match about $358,813 at 4% or $239,208 at 6%.
200612$794,220$55,771$27,886iApproximate average salary by contribution assumption: employee only about $697,138 at 4% or $464,758 at 6%; with 50% employer match about $464,758 at 4% or $309,839 at 6%; with 100% employer match about $348,569 at 4% or $232,379 at 6%.
Richard B Megorden II Profit Sharing Plan and Trust-2$794,220$55,771$27,886iApproximate average salary by contribution assumption: employee only about $697,138 at 4% or $464,758 at 6%; with 50% employer match about $464,758 at 4% or $309,839 at 6%; with 100% employer match about $348,569 at 4% or $232,379 at 6%.
200512$633,473$53,053$26,527iApproximate average salary by contribution assumption: employee only about $663,163 at 4% or $442,108 at 6%; with 50% employer match about $442,108 at 4% or $294,739 at 6%; with 100% employer match about $331,581 at 4% or $221,054 at 6%.
Richard B Megorden II Profit Sharing Plan and Trust-2$633,473$53,053$26,527iApproximate average salary by contribution assumption: employee only about $663,163 at 4% or $442,108 at 6%; with 50% employer match about $442,108 at 4% or $294,739 at 6%; with 100% employer match about $331,581 at 4% or $221,054 at 6%.
200412$544,296$51,272$25,636iApproximate average salary by contribution assumption: employee only about $640,900 at 4% or $427,267 at 6%; with 50% employer match about $427,267 at 4% or $284,844 at 6%; with 100% employer match about $320,450 at 4% or $213,633 at 6%.
Richard B Megorden II Profit Sharing Plan and Trust-2$544,296$51,272$25,636iApproximate average salary by contribution assumption: employee only about $640,900 at 4% or $427,267 at 6%; with 50% employer match about $427,267 at 4% or $284,844 at 6%; with 100% employer match about $320,450 at 4% or $213,633 at 6%.
200312$419,096$49,942$24,971iApproximate average salary by contribution assumption: employee only about $624,275 at 4% or $416,183 at 6%; with 50% employer match about $416,183 at 4% or $277,456 at 6%; with 100% employer match about $312,138 at 4% or $208,092 at 6%.
Richard B Megorden II Profit Sharing Plan and Trust-2$419,096$49,942$24,971iApproximate average salary by contribution assumption: employee only about $624,275 at 4% or $416,183 at 6%; with 50% employer match about $416,183 at 4% or $277,456 at 6%; with 100% employer match about $312,138 at 4% or $208,092 at 6%.
200222$0$0-
Richard B. Megorden II Money Purchase Plan and Trust-0---
Richard B Megorden II Profit Sharing Plan and Trust-2---
200122$303,523$44,389$22,195iApproximate average salary by contribution assumption: employee only about $554,863 at 4% or $369,908 at 6%; with 50% employer match about $369,908 at 4% or $246,606 at 6%; with 100% employer match about $277,431 at 4% or $184,954 at 6%.
Richard B Megorden II Profit Sharing Plan and Trust-2$211,659$22,829$11,415iApproximate average salary by contribution assumption: employee only about $285,363 at 4% or $190,242 at 6%; with 50% employer match about $190,242 at 4% or $126,828 at 6%; with 100% employer match about $142,681 at 4% or $95,121 at 6%.
Richard B. Megorden II Money Purchase Plan and Trust-2$91,864$21,560$10,780iApproximate average salary by contribution assumption: employee only about $269,500 at 4% or $179,667 at 6%; with 50% employer match about $179,667 at 4% or $119,778 at 6%; with 100% employer match about $134,750 at 4% or $89,833 at 6%.
200022$279,208$37,324$18,662iApproximate average salary by contribution assumption: employee only about $466,550 at 4% or $311,033 at 6%; with 50% employer match about $311,033 at 4% or $207,356 at 6%; with 100% employer match about $233,275 at 4% or $155,517 at 6%.
Richard B Megorden II Profit Sharing Plan and Trust-2$202,731$16,174$8,087iApproximate average salary by contribution assumption: employee only about $202,175 at 4% or $134,783 at 6%; with 50% employer match about $134,783 at 4% or $89,856 at 6%; with 100% employer match about $101,088 at 4% or $67,392 at 6%.
Richard B. Megorden II Money Purchase Plan and Trust-2$76,477$21,150$10,575iApproximate average salary by contribution assumption: employee only about $264,375 at 4% or $176,250 at 6%; with 50% employer match about $176,250 at 4% or $117,500 at 6%; with 100% employer match about $132,188 at 4% or $88,125 at 6%.