Bass-Walick Inc. D/B/A J. G. Blackmon & Associates
Plan context: Bass-Walick Inc. 401(K) Plan
EIN 56-2116212 • Charlotte, NC • 26 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
21
2024 Assets
$9,693,863
2024 Contributions
$438,528
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 | 21 | $9,693,863 | $438,528 | $20,882iApproximate average salary by contribution assumption: employee only about $522,057 at 4% or $348,038 at 6%; with 50% employer match about $348,038 at 4% or $232,025 at 6%; with 100% employer match about $261,029 at 4% or $174,019 at 6%. |
| Bass-Walick Inc. 401(K) Plan | - | 21 | $9,693,863 | $438,528 | $20,882iApproximate average salary by contribution assumption: employee only about $522,057 at 4% or $348,038 at 6%; with 50% employer match about $348,038 at 4% or $232,025 at 6%; with 100% employer match about $261,029 at 4% or $174,019 at 6%. |
| 2023 | 1 | 20 | $7,946,180 | $342,049 | $17,102iApproximate average salary by contribution assumption: employee only about $427,561 at 4% or $285,041 at 6%; with 50% employer match about $285,041 at 4% or $190,027 at 6%; with 100% employer match about $213,781 at 4% or $142,520 at 6%. |
| Bass-Walick Inc. 401(K) Plan | - | 20 | $7,946,180 | $342,049 | $17,102iApproximate average salary by contribution assumption: employee only about $427,561 at 4% or $285,041 at 6%; with 50% employer match about $285,041 at 4% or $190,027 at 6%; with 100% employer match about $213,781 at 4% or $142,520 at 6%. |
| 2022 | 1 | 20 | $6,344,492 | $247,550 | $12,378iApproximate average salary by contribution assumption: employee only about $309,438 at 4% or $206,292 at 6%; with 50% employer match about $206,292 at 4% or $137,528 at 6%; with 100% employer match about $154,719 at 4% or $103,146 at 6%. |
| Bass-Walick Inc. 401(K) Plan | - | 20 | $6,344,492 | $247,550 | $12,378iApproximate average salary by contribution assumption: employee only about $309,438 at 4% or $206,292 at 6%; with 50% employer match about $206,292 at 4% or $137,528 at 6%; with 100% employer match about $154,719 at 4% or $103,146 at 6%. |
| 2021 | 1 | 20 | $7,793,278 | $335,009 | $16,750iApproximate average salary by contribution assumption: employee only about $418,761 at 4% or $279,174 at 6%; with 50% employer match about $279,174 at 4% or $186,116 at 6%; with 100% employer match about $209,381 at 4% or $139,587 at 6%. |
| Bass-Walick Inc. 401(K) Plan | - | 20 | $7,793,278 | $335,009 | $16,750iApproximate average salary by contribution assumption: employee only about $418,761 at 4% or $279,174 at 6%; with 50% employer match about $279,174 at 4% or $186,116 at 6%; with 100% employer match about $209,381 at 4% or $139,587 at 6%. |
| 2020 | 1 | 19 | $6,335,173 | $274,038 | $14,423iApproximate average salary by contribution assumption: employee only about $360,576 at 4% or $240,384 at 6%; with 50% employer match about $240,384 at 4% or $160,256 at 6%; with 100% employer match about $180,288 at 4% or $120,192 at 6%. |
| Bass-Walick Inc. 401(K) Plan | - | 19 | $6,335,173 | $274,038 | $14,423iApproximate average salary by contribution assumption: employee only about $360,576 at 4% or $240,384 at 6%; with 50% employer match about $240,384 at 4% or $160,256 at 6%; with 100% employer match about $180,288 at 4% or $120,192 at 6%. |
| 2019 | 1 | 18 | $5,217,660 | $335,040 | $18,613iApproximate average salary by contribution assumption: employee only about $465,333 at 4% or $310,222 at 6%; with 50% employer match about $310,222 at 4% or $206,815 at 6%; with 100% employer match about $232,667 at 4% or $155,111 at 6%. |
| Bass-Walick Inc. 401(K) Plan | - | 18 | $5,217,660 | $335,040 | $18,613iApproximate average salary by contribution assumption: employee only about $465,333 at 4% or $310,222 at 6%; with 50% employer match about $310,222 at 4% or $206,815 at 6%; with 100% employer match about $232,667 at 4% or $155,111 at 6%. |
| 2018 | 1 | 19 | $3,994,468 | $216,578 | $11,399iApproximate average salary by contribution assumption: employee only about $284,971 at 4% or $189,981 at 6%; with 50% employer match about $189,981 at 4% or $126,654 at 6%; with 100% employer match about $142,486 at 4% or $94,990 at 6%. |
| Bass-Walick Inc. 401(K) Plan | - | 19 | $3,994,468 | $216,578 | $11,399iApproximate average salary by contribution assumption: employee only about $284,971 at 4% or $189,981 at 6%; with 50% employer match about $189,981 at 4% or $126,654 at 6%; with 100% employer match about $142,486 at 4% or $94,990 at 6%. |
| 2017 | 1 | 18 | $4,058,344 | $284,131 | $15,785iApproximate average salary by contribution assumption: employee only about $394,626 at 4% or $263,084 at 6%; with 50% employer match about $263,084 at 4% or $175,390 at 6%; with 100% employer match about $197,313 at 4% or $131,542 at 6%. |
| Bass-Walick Inc. 401(K) Plan | - | 18 | $4,058,344 | $284,131 | $15,785iApproximate average salary by contribution assumption: employee only about $394,626 at 4% or $263,084 at 6%; with 50% employer match about $263,084 at 4% or $175,390 at 6%; with 100% employer match about $197,313 at 4% or $131,542 at 6%. |
| 2016 | 1 | 17 | $3,184,517 | $292,463 | $17,204iApproximate average salary by contribution assumption: employee only about $430,093 at 4% or $286,728 at 6%; with 50% employer match about $286,728 at 4% or $191,152 at 6%; with 100% employer match about $215,046 at 4% or $143,364 at 6%. |
| Bass-Walick Inc. 401(K) Plan | - | 17 | $3,184,517 | $292,463 | $17,204iApproximate average salary by contribution assumption: employee only about $430,093 at 4% or $286,728 at 6%; with 50% employer match about $286,728 at 4% or $191,152 at 6%; with 100% employer match about $215,046 at 4% or $143,364 at 6%. |
| 2015 | 1 | 16 | $2,666,433 | $128,398 | $8,025iApproximate average salary by contribution assumption: employee only about $200,622 at 4% or $133,748 at 6%; with 50% employer match about $133,748 at 4% or $89,165 at 6%; with 100% employer match about $100,311 at 4% or $66,874 at 6%. |
| Bass-Walick Inc. 401(K) Plan | - | 16 | $2,666,433 | $128,398 | $8,025iApproximate average salary by contribution assumption: employee only about $200,622 at 4% or $133,748 at 6%; with 50% employer match about $133,748 at 4% or $89,165 at 6%; with 100% employer match about $100,311 at 4% or $66,874 at 6%. |
| 2014 | 1 | 13 | $2,587,522 | $150,236 | $11,557iApproximate average salary by contribution assumption: employee only about $288,915 at 4% or $192,610 at 6%; with 50% employer match about $192,610 at 4% or $128,407 at 6%; with 100% employer match about $144,458 at 4% or $96,305 at 6%. |
| Bass-Walick Inc. 401(K) Plan | - | 13 | $2,587,522 | $150,236 | $11,557iApproximate average salary by contribution assumption: employee only about $288,915 at 4% or $192,610 at 6%; with 50% employer match about $192,610 at 4% or $128,407 at 6%; with 100% employer match about $144,458 at 4% or $96,305 at 6%. |
| 2013 | 1 | 12 | $2,281,904 | $145,516 | $12,126iApproximate average salary by contribution assumption: employee only about $303,158 at 4% or $202,106 at 6%; with 50% employer match about $202,106 at 4% or $134,737 at 6%; with 100% employer match about $151,579 at 4% or $101,053 at 6%. |
| Bass-Walick Inc. 401(K) Plan | - | 12 | $2,281,904 | $145,516 | $12,126iApproximate average salary by contribution assumption: employee only about $303,158 at 4% or $202,106 at 6%; with 50% employer match about $202,106 at 4% or $134,737 at 6%; with 100% employer match about $151,579 at 4% or $101,053 at 6%. |
| 2012 | 1 | 10 | $1,690,122 | $143,395 | $14,340iApproximate average salary by contribution assumption: employee only about $358,488 at 4% or $238,992 at 6%; with 50% employer match about $238,992 at 4% or $159,328 at 6%; with 100% employer match about $179,244 at 4% or $119,496 at 6%. |
| Bass-Walick Inc. 401(K) Plan | - | 10 | $1,690,122 | $143,395 | $14,340iApproximate average salary by contribution assumption: employee only about $358,488 at 4% or $238,992 at 6%; with 50% employer match about $238,992 at 4% or $159,328 at 6%; with 100% employer match about $179,244 at 4% or $119,496 at 6%. |
| 2011 | 1 | 9 | $1,359,549 | $95,114 | $10,568iApproximate average salary by contribution assumption: employee only about $264,206 at 4% or $176,137 at 6%; with 50% employer match about $176,137 at 4% or $117,425 at 6%; with 100% employer match about $132,103 at 4% or $88,069 at 6%. |
| Bass-Walick Inc. 401(K) Plan | - | 9 | $1,359,549 | $95,114 | $10,568iApproximate average salary by contribution assumption: employee only about $264,206 at 4% or $176,137 at 6%; with 50% employer match about $176,137 at 4% or $117,425 at 6%; with 100% employer match about $132,103 at 4% or $88,069 at 6%. |
| 2010 | 1 | 8 | $1,300,089 | $131,364 | $16,421iApproximate average salary by contribution assumption: employee only about $410,513 at 4% or $273,675 at 6%; with 50% employer match about $273,675 at 4% or $182,450 at 6%; with 100% employer match about $205,256 at 4% or $136,838 at 6%. |
| Bass-Walick Inc. 401(K) Plan | - | 8 | $1,300,089 | $131,364 | $16,421iApproximate average salary by contribution assumption: employee only about $410,513 at 4% or $273,675 at 6%; with 50% employer match about $273,675 at 4% or $182,450 at 6%; with 100% employer match about $205,256 at 4% or $136,838 at 6%. |
| 2009 | 1 | 9 | $1,007,980 | $132,904 | $14,767iApproximate average salary by contribution assumption: employee only about $369,178 at 4% or $246,119 at 6%; with 50% employer match about $246,119 at 4% or $164,079 at 6%; with 100% employer match about $184,589 at 4% or $123,059 at 6%. |
| Bass-Walick Inc. 401(K) Plan | - | 9 | $1,007,980 | $132,904 | $14,767iApproximate average salary by contribution assumption: employee only about $369,178 at 4% or $246,119 at 6%; with 50% employer match about $246,119 at 4% or $164,079 at 6%; with 100% employer match about $184,589 at 4% or $123,059 at 6%. |
| 2008 | 1 | 7 | $648,367 | $124,382 | $17,769iApproximate average salary by contribution assumption: employee only about $444,221 at 4% or $296,148 at 6%; with 50% employer match about $296,148 at 4% or $197,432 at 6%; with 100% employer match about $222,111 at 4% or $148,074 at 6%. |
| Bass-Walick Inc. 401(K) Plan | - | 7 | $648,367 | $124,382 | $17,769iApproximate average salary by contribution assumption: employee only about $444,221 at 4% or $296,148 at 6%; with 50% employer match about $296,148 at 4% or $197,432 at 6%; with 100% employer match about $222,111 at 4% or $148,074 at 6%. |
| 2007 | 1 | 6 | $916,004 | $118,511 | $19,752iApproximate average salary by contribution assumption: employee only about $493,796 at 4% or $329,197 at 6%; with 50% employer match about $329,197 at 4% or $219,465 at 6%; with 100% employer match about $246,898 at 4% or $164,599 at 6%. |
| Bass-Walick Inc. 401(K) Plan | - | 6 | $916,004 | $118,511 | $19,752iApproximate average salary by contribution assumption: employee only about $493,796 at 4% or $329,197 at 6%; with 50% employer match about $329,197 at 4% or $219,465 at 6%; with 100% employer match about $246,898 at 4% or $164,599 at 6%. |
| 2006 | 1 | 6 | $731,758 | $112,094 | $18,682iApproximate average salary by contribution assumption: employee only about $467,058 at 4% or $311,372 at 6%; with 50% employer match about $311,372 at 4% or $207,581 at 6%; with 100% employer match about $233,529 at 4% or $155,686 at 6%. |
| Bass-Walick Inc. 401(K) Plan | - | 6 | $731,758 | $112,094 | $18,682iApproximate average salary by contribution assumption: employee only about $467,058 at 4% or $311,372 at 6%; with 50% employer match about $311,372 at 4% or $207,581 at 6%; with 100% employer match about $233,529 at 4% or $155,686 at 6%. |
| 2005 | 1 | 5 | $551,676 | $100,537 | $20,107iApproximate average salary by contribution assumption: employee only about $502,685 at 4% or $335,123 at 6%; with 50% employer match about $335,123 at 4% or $223,416 at 6%; with 100% employer match about $251,343 at 4% or $167,562 at 6%. |
| Bass-Walick Inc. 401(K) Plan | - | 5 | $551,676 | $100,537 | $20,107iApproximate average salary by contribution assumption: employee only about $502,685 at 4% or $335,123 at 6%; with 50% employer match about $335,123 at 4% or $223,416 at 6%; with 100% employer match about $251,343 at 4% or $167,562 at 6%. |
| 2004 | 1 | 7 | $565,608 | $73,080 | $10,440iApproximate average salary by contribution assumption: employee only about $261,000 at 4% or $174,000 at 6%; with 50% employer match about $174,000 at 4% or $116,000 at 6%; with 100% employer match about $130,500 at 4% or $87,000 at 6%. |
| Bass-Walick Inc. 401(K) Plan | - | 7 | $565,608 | $73,080 | $10,440iApproximate average salary by contribution assumption: employee only about $261,000 at 4% or $174,000 at 6%; with 50% employer match about $174,000 at 4% or $116,000 at 6%; with 100% employer match about $130,500 at 4% or $87,000 at 6%. |
| 2003 | 1 | 7 | $439,709 | $58,271 | $8,324iApproximate average salary by contribution assumption: employee only about $208,111 at 4% or $138,740 at 6%; with 50% employer match about $138,740 at 4% or $92,494 at 6%; with 100% employer match about $104,055 at 4% or $69,370 at 6%. |
| Bass-Walick Inc. 401(K) Plan | - | 7 | $439,709 | $58,271 | $8,324iApproximate average salary by contribution assumption: employee only about $208,111 at 4% or $138,740 at 6%; with 50% employer match about $138,740 at 4% or $92,494 at 6%; with 100% employer match about $104,055 at 4% or $69,370 at 6%. |
| 2002 | 1 | 7 | $280,741 | $115,243 | $16,463iApproximate average salary by contribution assumption: employee only about $411,582 at 4% or $274,388 at 6%; with 50% employer match about $274,388 at 4% or $182,925 at 6%; with 100% employer match about $205,791 at 4% or $137,194 at 6%. |
| Bass-Walick Inc. 401(K) Plan | - | 7 | $280,741 | $115,243 | $16,463iApproximate average salary by contribution assumption: employee only about $411,582 at 4% or $274,388 at 6%; with 50% employer match about $274,388 at 4% or $182,925 at 6%; with 100% employer match about $205,791 at 4% or $137,194 at 6%. |
| 2001 | 1 | 7 | $223,442 | $82,191 | $11,742iApproximate average salary by contribution assumption: employee only about $293,539 at 4% or $195,693 at 6%; with 50% employer match about $195,693 at 4% or $130,462 at 6%; with 100% employer match about $146,770 at 4% or $97,846 at 6%. |
| Bass-Walick Inc. 401(K) Plan | - | 7 | $223,442 | $82,191 | $11,742iApproximate average salary by contribution assumption: employee only about $293,539 at 4% or $195,693 at 6%; with 50% employer match about $195,693 at 4% or $130,462 at 6%; with 100% employer match about $146,770 at 4% or $97,846 at 6%. |
| 2000 | 1 | 8 | $225,848 | $243,704 | $30,463iApproximate average salary by contribution assumption: employee only about $761,575 at 4% or $507,717 at 6%; with 50% employer match about $507,717 at 4% or $338,478 at 6%; with 100% employer match about $380,788 at 4% or $253,858 at 6%. |
| Bass-Walick Inc. 401(K) Plan | - | 8 | $225,848 | $243,704 | $30,463iApproximate average salary by contribution assumption: employee only about $761,575 at 4% or $507,717 at 6%; with 50% employer match about $507,717 at 4% or $338,478 at 6%; with 100% employer match about $380,788 at 4% or $253,858 at 6%. |
| 1999 | 1 | 5 | $4,762 | $4,561 | $912iApproximate average salary by contribution assumption: employee only about $22,805 at 4% or $15,203 at 6%; with 50% employer match about $15,203 at 4% or $10,136 at 6%; with 100% employer match about $11,403 at 4% or $7,602 at 6%. |
| Bass-Walick Inc. 401(K) Plan | - | 5 | $4,762 | $4,561 | $912iApproximate average salary by contribution assumption: employee only about $22,805 at 4% or $15,203 at 6%; with 50% employer match about $15,203 at 4% or $10,136 at 6%; with 100% employer match about $11,403 at 4% or $7,602 at 6%. |