Civic Intelligence

Arbor Investment Advisors LLC

Plan context: Arbor Investment Advisors LLC Employees' Retirement Plan

EIN 56-2064264 • Winston-salem, NC • 20 filings • 2 plans

300 South Main StreetWinston-salem, NC 27101
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$6,449,597

2024 Contributions

$359,392

Historical Graphs

Total Assets Over Time

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

$6,449,597$3,224,799$0200520152024YearValue
$6,449,597Latest year 2024

Participants Over Time

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

840200520152024YearValue
8Latest year 2024

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
202418$6,449,597$359,392$44,924iApproximate average salary by contribution assumption: employee only about $1,123,100 at 4% or $748,733 at 6%; with 50% employer match about $748,733 at 4% or $499,156 at 6%; with 100% employer match about $561,550 at 4% or $374,367 at 6%.
Arbor Investment Advisors LLC Employees' Retirement Plan-8$6,449,597$359,392$44,924iApproximate average salary by contribution assumption: employee only about $1,123,100 at 4% or $748,733 at 6%; with 50% employer match about $748,733 at 4% or $499,156 at 6%; with 100% employer match about $561,550 at 4% or $374,367 at 6%.
202318$5,518,858$332,525$41,566iApproximate average salary by contribution assumption: employee only about $1,039,141 at 4% or $692,760 at 6%; with 50% employer match about $692,760 at 4% or $461,840 at 6%; with 100% employer match about $519,570 at 4% or $346,380 at 6%.
Arbor Investment Advisors LLC Employees' Retirement Plan-8$5,518,858$332,525$41,566iApproximate average salary by contribution assumption: employee only about $1,039,141 at 4% or $692,760 at 6%; with 50% employer match about $692,760 at 4% or $461,840 at 6%; with 100% employer match about $519,570 at 4% or $346,380 at 6%.
202218$4,486,027$311,870$38,984iApproximate average salary by contribution assumption: employee only about $974,594 at 4% or $649,729 at 6%; with 50% employer match about $649,729 at 4% or $433,153 at 6%; with 100% employer match about $487,297 at 4% or $324,865 at 6%.
Arbor Investment Advisors LLC Employees' Retirement Plan-8$4,486,027$311,870$38,984iApproximate average salary by contribution assumption: employee only about $974,594 at 4% or $649,729 at 6%; with 50% employer match about $649,729 at 4% or $433,153 at 6%; with 100% employer match about $487,297 at 4% or $324,865 at 6%.
202118$4,680,677$576,115$72,014iApproximate average salary by contribution assumption: employee only about $1,800,359 at 4% or $1,200,240 at 6%; with 50% employer match about $1,200,240 at 4% or $800,160 at 6%; with 100% employer match about $900,180 at 4% or $600,120 at 6%.
Arbor Investment Advisors LLC Employees' Retirement Plan-8$4,680,677$576,115$72,014iApproximate average salary by contribution assumption: employee only about $1,800,359 at 4% or $1,200,240 at 6%; with 50% employer match about $1,200,240 at 4% or $800,160 at 6%; with 100% employer match about $900,180 at 4% or $600,120 at 6%.
202018$3,637,670$642,965$80,371iApproximate average salary by contribution assumption: employee only about $2,009,266 at 4% or $1,339,510 at 6%; with 50% employer match about $1,339,510 at 4% or $893,007 at 6%; with 100% employer match about $1,004,633 at 4% or $669,755 at 6%.
Arbor Investment Advisors LLC Employees' Retirement Plan-8$3,637,670$642,965$80,371iApproximate average salary by contribution assumption: employee only about $2,009,266 at 4% or $1,339,510 at 6%; with 50% employer match about $1,339,510 at 4% or $893,007 at 6%; with 100% employer match about $1,004,633 at 4% or $669,755 at 6%.
201918$2,784,701$285,188$35,649iApproximate average salary by contribution assumption: employee only about $891,213 at 4% or $594,142 at 6%; with 50% employer match about $594,142 at 4% or $396,094 at 6%; with 100% employer match about $445,606 at 4% or $297,071 at 6%.
Arbor Investment Advisors LLC Employees' Retirement Plan-8$2,784,701$285,188$35,649iApproximate average salary by contribution assumption: employee only about $891,213 at 4% or $594,142 at 6%; with 50% employer match about $594,142 at 4% or $396,094 at 6%; with 100% employer match about $445,606 at 4% or $297,071 at 6%.
201817$2,146,000$203,907$29,130iApproximate average salary by contribution assumption: employee only about $728,239 at 4% or $485,493 at 6%; with 50% employer match about $485,493 at 4% or $323,662 at 6%; with 100% employer match about $364,120 at 4% or $242,746 at 6%.
Arbor Investment Advisors LLC Employees' Retirement Plan-7$2,146,000$203,907$29,130iApproximate average salary by contribution assumption: employee only about $728,239 at 4% or $485,493 at 6%; with 50% employer match about $485,493 at 4% or $323,662 at 6%; with 100% employer match about $364,120 at 4% or $242,746 at 6%.
201717$2,206,540$204,477$29,211iApproximate average salary by contribution assumption: employee only about $730,275 at 4% or $486,850 at 6%; with 50% employer match about $486,850 at 4% or $324,567 at 6%; with 100% employer match about $365,138 at 4% or $243,425 at 6%.
Arbor Investment Advisors LLC Employees' Retirement Plan-7$2,206,540$204,477$29,211iApproximate average salary by contribution assumption: employee only about $730,275 at 4% or $486,850 at 6%; with 50% employer match about $486,850 at 4% or $324,567 at 6%; with 100% employer match about $365,138 at 4% or $243,425 at 6%.
201618$2,513,013$258,863$32,358iApproximate average salary by contribution assumption: employee only about $808,947 at 4% or $539,298 at 6%; with 50% employer match about $539,298 at 4% or $359,532 at 6%; with 100% employer match about $404,473 at 4% or $269,649 at 6%.
Arbor Investment Advisors LLC Employees' Retirement Plan-8$2,513,013$258,863$32,358iApproximate average salary by contribution assumption: employee only about $808,947 at 4% or $539,298 at 6%; with 50% employer match about $539,298 at 4% or $359,532 at 6%; with 100% employer match about $404,473 at 4% or $269,649 at 6%.
201518$2,105,486$243,026$30,378iApproximate average salary by contribution assumption: employee only about $759,456 at 4% or $506,304 at 6%; with 50% employer match about $506,304 at 4% or $337,536 at 6%; with 100% employer match about $379,728 at 4% or $253,152 at 6%.
Arbor Investment Advisors LLC Employees' Retirement Plan-8$2,105,486$243,026$30,378iApproximate average salary by contribution assumption: employee only about $759,456 at 4% or $506,304 at 6%; with 50% employer match about $506,304 at 4% or $337,536 at 6%; with 100% employer match about $379,728 at 4% or $253,152 at 6%.
201418$1,944,599$233,113$29,139iApproximate average salary by contribution assumption: employee only about $728,478 at 4% or $485,652 at 6%; with 50% employer match about $485,652 at 4% or $323,768 at 6%; with 100% employer match about $364,239 at 4% or $242,826 at 6%.
Arbor Investment Advisors LLC Employees' Retirement Plan-8$1,944,599$233,113$29,139iApproximate average salary by contribution assumption: employee only about $728,478 at 4% or $485,652 at 6%; with 50% employer match about $485,652 at 4% or $323,768 at 6%; with 100% employer match about $364,239 at 4% or $242,826 at 6%.
201317$1,689,204$296,207$42,315iApproximate average salary by contribution assumption: employee only about $1,057,882 at 4% or $705,255 at 6%; with 50% employer match about $705,255 at 4% or $470,170 at 6%; with 100% employer match about $528,941 at 4% or $352,627 at 6%.
Arbor Investment Advisors LLC Employees' Retirement Plan-7$1,689,204$296,207$42,315iApproximate average salary by contribution assumption: employee only about $1,057,882 at 4% or $705,255 at 6%; with 50% employer match about $705,255 at 4% or $470,170 at 6%; with 100% employer match about $528,941 at 4% or $352,627 at 6%.
201216$1,342,721$189,441$31,574iApproximate average salary by contribution assumption: employee only about $789,338 at 4% or $526,225 at 6%; with 50% employer match about $526,225 at 4% or $350,817 at 6%; with 100% employer match about $394,669 at 4% or $263,113 at 6%.
Arbor Investment Advisors LLC Employees' Retirement Plan-6$1,342,721$189,441$31,574iApproximate average salary by contribution assumption: employee only about $789,338 at 4% or $526,225 at 6%; with 50% employer match about $526,225 at 4% or $350,817 at 6%; with 100% employer match about $394,669 at 4% or $263,113 at 6%.
201115$1,042,300$154,273$30,855iApproximate average salary by contribution assumption: employee only about $771,365 at 4% or $514,243 at 6%; with 50% employer match about $514,243 at 4% or $342,829 at 6%; with 100% employer match about $385,683 at 4% or $257,122 at 6%.
Arbor Investment Advisors LLC Employees' Retirement Plan-5$1,042,300$154,273$30,855iApproximate average salary by contribution assumption: employee only about $771,365 at 4% or $514,243 at 6%; with 50% employer match about $514,243 at 4% or $342,829 at 6%; with 100% employer match about $385,683 at 4% or $257,122 at 6%.
201015$896,850$164,943$32,989iApproximate average salary by contribution assumption: employee only about $824,715 at 4% or $549,810 at 6%; with 50% employer match about $549,810 at 4% or $366,540 at 6%; with 100% employer match about $412,358 at 4% or $274,905 at 6%.
Arbor Investment Advisors LLC Employees' Retirement Plan-5$896,850$164,943$32,989iApproximate average salary by contribution assumption: employee only about $824,715 at 4% or $549,810 at 6%; with 50% employer match about $549,810 at 4% or $366,540 at 6%; with 100% employer match about $412,358 at 4% or $274,905 at 6%.
200916$661,469$167,947$27,991iApproximate average salary by contribution assumption: employee only about $699,779 at 4% or $466,519 at 6%; with 50% employer match about $466,519 at 4% or $311,013 at 6%; with 100% employer match about $349,890 at 4% or $233,260 at 6%.
Arbor Investment Advisors LLC Employees' Retirement Plan-6$661,469$167,947$27,991iApproximate average salary by contribution assumption: employee only about $699,779 at 4% or $466,519 at 6%; with 50% employer match about $466,519 at 4% or $311,013 at 6%; with 100% employer match about $349,890 at 4% or $233,260 at 6%.
200816$382,734$162,696$27,116iApproximate average salary by contribution assumption: employee only about $677,900 at 4% or $451,933 at 6%; with 50% employer match about $451,933 at 4% or $301,289 at 6%; with 100% employer match about $338,950 at 4% or $225,967 at 6%.
Arbor Investment Advisors LLC Employees' Retirement Plan-6$382,734$162,696$27,116iApproximate average salary by contribution assumption: employee only about $677,900 at 4% or $451,933 at 6%; with 50% employer match about $451,933 at 4% or $301,289 at 6%; with 100% employer match about $338,950 at 4% or $225,967 at 6%.
200716$429,904$167,433$27,906iApproximate average salary by contribution assumption: employee only about $697,638 at 4% or $465,092 at 6%; with 50% employer match about $465,092 at 4% or $310,061 at 6%; with 100% employer match about $348,819 at 4% or $232,546 at 6%.
Arbor Investment Advisors LLC Employees' Retirement Plan-6$429,904$167,433$27,906iApproximate average salary by contribution assumption: employee only about $697,638 at 4% or $465,092 at 6%; with 50% employer match about $465,092 at 4% or $310,061 at 6%; with 100% employer match about $348,819 at 4% or $232,546 at 6%.
200615$207,377$126,921$25,384iApproximate average salary by contribution assumption: employee only about $634,605 at 4% or $423,070 at 6%; with 50% employer match about $423,070 at 4% or $282,047 at 6%; with 100% employer match about $317,303 at 4% or $211,535 at 6%.
Arbor Investment Advisors LLC Employees' Retirement Plan-5$207,377$126,921$25,384iApproximate average salary by contribution assumption: employee only about $634,605 at 4% or $423,070 at 6%; with 50% employer match about $423,070 at 4% or $282,047 at 6%; with 100% employer match about $317,303 at 4% or $211,535 at 6%.
200514$71,688$71,779$17,945iApproximate average salary by contribution assumption: employee only about $448,619 at 4% or $299,079 at 6%; with 50% employer match about $299,079 at 4% or $199,386 at 6%; with 100% employer match about $224,309 at 4% or $149,540 at 6%.
Arbor Investment Advisors LLC Employees' Retirement Plan-4$71,688$71,779$17,945iApproximate average salary by contribution assumption: employee only about $448,619 at 4% or $299,079 at 6%; with 50% employer match about $299,079 at 4% or $199,386 at 6%; with 100% employer match about $224,309 at 4% or $149,540 at 6%.