Anderson Leneave & Co.
Plan context: Anderson Leneave & Co. Profit Sharing Plan
EIN 56-2097382 • Charlotte, NC • 25 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$3,233,243
2024 Contributions
$248,218
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 | 5 | $3,233,243 | $248,218 | $49,644iApproximate average salary by contribution assumption: employee only about $1,241,090 at 4% or $827,393 at 6%; with 50% employer match about $827,393 at 4% or $551,596 at 6%; with 100% employer match about $620,545 at 4% or $413,697 at 6%. |
| Anderson Leneave & Co. Profit Sharing Plan | - | 5 | $3,233,243 | $248,218 | $49,644iApproximate average salary by contribution assumption: employee only about $1,241,090 at 4% or $827,393 at 6%; with 50% employer match about $827,393 at 4% or $551,596 at 6%; with 100% employer match about $620,545 at 4% or $413,697 at 6%. |
| 2023 | 1 | 4 | $2,655,265 | $218,000 | $54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%. |
| Anderson Leneave & Co. Profit Sharing Plan | - | 4 | $2,655,265 | $218,000 | $54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%. |
| 2022 | 1 | 4 | $2,117,189 | $134,000 | $33,500iApproximate average salary by contribution assumption: employee only about $837,500 at 4% or $558,333 at 6%; with 50% employer match about $558,333 at 4% or $372,222 at 6%; with 100% employer match about $418,750 at 4% or $279,167 at 6%. |
| Anderson Leneave & Co. Profit Sharing Plan | - | 4 | $2,117,189 | $134,000 | $33,500iApproximate average salary by contribution assumption: employee only about $837,500 at 4% or $558,333 at 6%; with 50% employer match about $558,333 at 4% or $372,222 at 6%; with 100% employer match about $418,750 at 4% or $279,167 at 6%. |
| 2021 | 1 | 4 | $2,288,776 | $166,000 | $41,500iApproximate average salary by contribution assumption: employee only about $1,037,500 at 4% or $691,667 at 6%; with 50% employer match about $691,667 at 4% or $461,111 at 6%; with 100% employer match about $518,750 at 4% or $345,833 at 6%. |
| Anderson Leneave & Co. Profit Sharing Plan | - | 4 | $2,288,776 | $166,000 | $41,500iApproximate average salary by contribution assumption: employee only about $1,037,500 at 4% or $691,667 at 6%; with 50% employer match about $691,667 at 4% or $461,111 at 6%; with 100% employer match about $518,750 at 4% or $345,833 at 6%. |
| 2020 | 1 | 3 | $1,826,333 | $0 | - |
| Anderson Leneave & Co. Profit Sharing Plan | - | 3 | $1,826,333 | - | - |
| 2019 | 1 | 3 | $1,667,604 | $143,100 | $47,700iApproximate average salary by contribution assumption: employee only about $1,192,500 at 4% or $795,000 at 6%; with 50% employer match about $795,000 at 4% or $530,000 at 6%; with 100% employer match about $596,250 at 4% or $397,500 at 6%. |
| Anderson Leneave & Co. Profit Sharing Plan | - | 3 | $1,667,604 | $143,100 | $47,700iApproximate average salary by contribution assumption: employee only about $1,192,500 at 4% or $795,000 at 6%; with 50% employer match about $795,000 at 4% or $530,000 at 6%; with 100% employer match about $596,250 at 4% or $397,500 at 6%. |
| 2018 | 1 | 4 | $1,302,436 | $0 | - |
| Anderson Leneave & Co. Profit Sharing Plan | - | 4 | $1,302,436 | - | - |
| 2017 | 1 | 4 | $1,358,045 | $87,179 | $21,795iApproximate average salary by contribution assumption: employee only about $544,869 at 4% or $363,246 at 6%; with 50% employer match about $363,246 at 4% or $242,164 at 6%; with 100% employer match about $272,434 at 4% or $181,623 at 6%. |
| Anderson Leneave & Co. Profit Sharing Plan | - | 4 | $1,358,045 | $87,179 | $21,795iApproximate average salary by contribution assumption: employee only about $544,869 at 4% or $363,246 at 6%; with 50% employer match about $363,246 at 4% or $242,164 at 6%; with 100% employer match about $272,434 at 4% or $181,623 at 6%. |
| 2016 | 1 | 3 | $1,131,938 | $70,000 | $23,333iApproximate average salary by contribution assumption: employee only about $583,333 at 4% or $388,889 at 6%; with 50% employer match about $388,889 at 4% or $259,259 at 6%; with 100% employer match about $291,667 at 4% or $194,444 at 6%. |
| Anderson Leneave & Co. Profit Sharing Plan | - | 3 | $1,131,938 | $70,000 | $23,333iApproximate average salary by contribution assumption: employee only about $583,333 at 4% or $388,889 at 6%; with 50% employer match about $388,889 at 4% or $259,259 at 6%; with 100% employer match about $291,667 at 4% or $194,444 at 6%. |
| 2015 | 1 | 4 | $1,063,974 | $22,500 | $5,625iApproximate average salary by contribution assumption: employee only about $140,625 at 4% or $93,750 at 6%; with 50% employer match about $93,750 at 4% or $62,500 at 6%; with 100% employer match about $70,313 at 4% or $46,875 at 6%. |
| Anderson Leneave & Co. Profit Sharing Plan | - | 4 | $1,063,974 | $22,500 | $5,625iApproximate average salary by contribution assumption: employee only about $140,625 at 4% or $93,750 at 6%; with 50% employer match about $93,750 at 4% or $62,500 at 6%; with 100% employer match about $70,313 at 4% or $46,875 at 6%. |
| 2014 | 1 | 4 | $1,050,502 | $56,000 | $14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%. |
| Anderson Leneave & Co. Profit Sharing Plan | - | 4 | $1,050,502 | $56,000 | $14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%. |
| 2013 | 1 | 4 | $953,708 | $105,850 | $26,463iApproximate average salary by contribution assumption: employee only about $661,563 at 4% or $441,042 at 6%; with 50% employer match about $441,042 at 4% or $294,028 at 6%; with 100% employer match about $330,781 at 4% or $220,521 at 6%. |
| Anderson Leneave & Co. Profit Sharing Plan | - | 4 | $953,708 | $105,850 | $26,463iApproximate average salary by contribution assumption: employee only about $661,563 at 4% or $441,042 at 6%; with 50% employer match about $441,042 at 4% or $294,028 at 6%; with 100% employer match about $330,781 at 4% or $220,521 at 6%. |
| 2012 | 1 | 4 | $831,143 | $150,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| Anderson Leneave & Co. Profit Sharing Plan | - | 4 | $831,143 | $150,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| 2011 | 1 | 4 | $649,898 | $82,700 | $20,675iApproximate average salary by contribution assumption: employee only about $516,875 at 4% or $344,583 at 6%; with 50% employer match about $344,583 at 4% or $229,722 at 6%; with 100% employer match about $258,438 at 4% or $172,292 at 6%. |
| Anderson Leneave & Co. Profit Sharing Plan | - | 4 | $649,898 | $82,700 | $20,675iApproximate average salary by contribution assumption: employee only about $516,875 at 4% or $344,583 at 6%; with 50% employer match about $344,583 at 4% or $229,722 at 6%; with 100% employer match about $258,438 at 4% or $172,292 at 6%. |
| 2010 | 1 | 3 | $577,270 | $87,000 | $29,000iApproximate average salary by contribution assumption: employee only about $725,000 at 4% or $483,333 at 6%; with 50% employer match about $483,333 at 4% or $322,222 at 6%; with 100% employer match about $362,500 at 4% or $241,667 at 6%. |
| Anderson Leneave & Co. Profit Sharing Plan | - | 3 | $577,270 | $87,000 | $29,000iApproximate average salary by contribution assumption: employee only about $725,000 at 4% or $483,333 at 6%; with 50% employer match about $483,333 at 4% or $322,222 at 6%; with 100% employer match about $362,500 at 4% or $241,667 at 6%. |
| 2009 | 1 | 3 | $461,359 | $0 | - |
| Anderson Leneave & Co. Profit Sharing Plan | - | 3 | $461,359 | $0 | - |
| 2008 | 1 | 3 | $442,883 | $27,500 | $9,167iApproximate average salary by contribution assumption: employee only about $229,167 at 4% or $152,778 at 6%; with 50% employer match about $152,778 at 4% or $101,852 at 6%; with 100% employer match about $114,583 at 4% or $76,389 at 6%. |
| Anderson Leneave & Co. Profit Sharing Plan | - | 3 | $442,883 | $27,500 | $9,167iApproximate average salary by contribution assumption: employee only about $229,167 at 4% or $152,778 at 6%; with 50% employer match about $152,778 at 4% or $101,852 at 6%; with 100% employer match about $114,583 at 4% or $76,389 at 6%. |
| 2007 | 1 | 2 | $449,765 | $90,000 | $45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%. |
| Anderson Leneave & Co. Profit Sharing Plan | - | 2 | $449,765 | $90,000 | $45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%. |
| 2006 | 1 | 2 | $336,290 | $118,000 | $59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%. |
| Anderson Leneave & Co. Profit Sharing Plan | - | 2 | $336,290 | $118,000 | $59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%. |
| 2005 | 1 | 3 | $300,442 | $40,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| Anderson Leneave & Co. Profit Sharing Plan | - | 3 | $300,442 | $40,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| 2004 | 1 | 3 | $248,081 | $110,000 | $36,667iApproximate average salary by contribution assumption: employee only about $916,667 at 4% or $611,111 at 6%; with 50% employer match about $611,111 at 4% or $407,407 at 6%; with 100% employer match about $458,333 at 4% or $305,556 at 6%. |
| Anderson Leneave & Co. Profit Sharing Plan | - | 3 | $248,081 | $110,000 | $36,667iApproximate average salary by contribution assumption: employee only about $916,667 at 4% or $611,111 at 6%; with 50% employer match about $611,111 at 4% or $407,407 at 6%; with 100% employer match about $458,333 at 4% or $305,556 at 6%. |
| 2003 | 1 | 3 | $126,257 | $0 | - |
| Anderson Leneave & Co. Profit Sharing Plan | - | 3 | $126,257 | - | - |
| 2002 | 1 | 4 | $123,858 | $17,978 | $4,495iApproximate average salary by contribution assumption: employee only about $112,363 at 4% or $74,908 at 6%; with 50% employer match about $74,908 at 4% or $49,939 at 6%; with 100% employer match about $56,181 at 4% or $37,454 at 6%. |
| Anderson Leneave & Co. Profit Sharing Plan | - | 4 | $123,858 | $17,978 | $4,495iApproximate average salary by contribution assumption: employee only about $112,363 at 4% or $74,908 at 6%; with 50% employer match about $74,908 at 4% or $49,939 at 6%; with 100% employer match about $56,181 at 4% or $37,454 at 6%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| Anderson Leneave & Co. Profit Sharing Plan | - | 4 | - | - | - |
| 2000 | 1 | 3 | $77,570 | $15,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Anderson Leneave & Co. Profit Sharing Plan | - | 3 | $77,570 | $15,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |