Civic Intelligence

Mark T. Sumwalt, P.A.

Plan context: Mark T. Sumwalt, P.A. Profit Sharing Plan

EIN 56-2154242 • Charlotte, NC • 25 filings • 1 plans

1114 East BoulevardCharlotte, NC 28203
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$5,164,841

2024 Contributions

$185,628

Historical Graphs

Total Assets Over Time

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

$5,312,722$2,656,361$0199920132024YearValue
$5,164,841Latest year 2024

Participants Over Time

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

1260199920122024YearValue
11Latest 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
2024111$5,164,841$185,628$16,875iApproximate average salary by contribution assumption: employee only about $421,882 at 4% or $281,255 at 6%; with 50% employer match about $281,255 at 4% or $187,503 at 6%; with 100% employer match about $210,941 at 4% or $140,627 at 6%.
Mark T. Sumwalt, P.A. Profit Sharing Plan-11$5,164,841$185,628$16,875iApproximate average salary by contribution assumption: employee only about $421,882 at 4% or $281,255 at 6%; with 50% employer match about $281,255 at 4% or $187,503 at 6%; with 100% employer match about $210,941 at 4% or $140,627 at 6%.
2023112$4,659,950$210,164$17,514iApproximate average salary by contribution assumption: employee only about $437,842 at 4% or $291,894 at 6%; with 50% employer match about $291,894 at 4% or $194,596 at 6%; with 100% employer match about $218,921 at 4% or $145,947 at 6%.
Mark T. Sumwalt, P.A. Profit Sharing Plan-12$4,659,950$210,164$17,514iApproximate average salary by contribution assumption: employee only about $437,842 at 4% or $291,894 at 6%; with 50% employer match about $291,894 at 4% or $194,596 at 6%; with 100% employer match about $218,921 at 4% or $145,947 at 6%.
2022112$3,953,132$260,909$21,742iApproximate average salary by contribution assumption: employee only about $543,560 at 4% or $362,374 at 6%; with 50% employer match about $362,374 at 4% or $241,582 at 6%; with 100% employer match about $271,780 at 4% or $181,187 at 6%.
Mark T. Sumwalt, P.A. Profit Sharing Plan-12$3,953,132$260,909$21,742iApproximate average salary by contribution assumption: employee only about $543,560 at 4% or $362,374 at 6%; with 50% employer match about $362,374 at 4% or $241,582 at 6%; with 100% employer match about $271,780 at 4% or $181,187 at 6%.
2021111$4,329,922$0-
Mark T. Sumwalt, P.A. Profit Sharing Plan-11$4,329,922--
2020111$3,890,984$139,347$12,668iApproximate average salary by contribution assumption: employee only about $316,698 at 4% or $211,132 at 6%; with 50% employer match about $211,132 at 4% or $140,755 at 6%; with 100% employer match about $158,349 at 4% or $105,566 at 6%.
Mark T. Sumwalt, P.A. Profit Sharing Plan-11$3,890,984$139,347$12,668iApproximate average salary by contribution assumption: employee only about $316,698 at 4% or $211,132 at 6%; with 50% employer match about $211,132 at 4% or $140,755 at 6%; with 100% employer match about $158,349 at 4% or $105,566 at 6%.
2019111$5,312,722$192,694$17,518iApproximate average salary by contribution assumption: employee only about $437,941 at 4% or $291,961 at 6%; with 50% employer match about $291,961 at 4% or $194,640 at 6%; with 100% employer match about $218,970 at 4% or $145,980 at 6%.
Mark T. Sumwalt, P.A. Profit Sharing Plan-11$5,312,722$192,694$17,518iApproximate average salary by contribution assumption: employee only about $437,941 at 4% or $291,961 at 6%; with 50% employer match about $291,961 at 4% or $194,640 at 6%; with 100% employer match about $218,970 at 4% or $145,980 at 6%.
201819$4,252,528$188,538$20,949iApproximate average salary by contribution assumption: employee only about $523,717 at 4% or $349,144 at 6%; with 50% employer match about $349,144 at 4% or $232,763 at 6%; with 100% employer match about $261,858 at 4% or $174,572 at 6%.
Mark T. Sumwalt, P.A. Profit Sharing Plan-9$4,252,528$188,538$20,949iApproximate average salary by contribution assumption: employee only about $523,717 at 4% or $349,144 at 6%; with 50% employer match about $349,144 at 4% or $232,763 at 6%; with 100% employer match about $261,858 at 4% or $174,572 at 6%.
201718$4,307,710$181,109$22,639iApproximate average salary by contribution assumption: employee only about $565,966 at 4% or $377,310 at 6%; with 50% employer match about $377,310 at 4% or $251,540 at 6%; with 100% employer match about $282,983 at 4% or $188,655 at 6%.
Mark T. Sumwalt, P.A. Profit Sharing Plan-8$4,307,710$181,109$22,639iApproximate average salary by contribution assumption: employee only about $565,966 at 4% or $377,310 at 6%; with 50% employer match about $377,310 at 4% or $251,540 at 6%; with 100% employer match about $282,983 at 4% or $188,655 at 6%.
201618$3,601,337$181,031$22,629iApproximate average salary by contribution assumption: employee only about $565,722 at 4% or $377,148 at 6%; with 50% employer match about $377,148 at 4% or $251,432 at 6%; with 100% employer match about $282,861 at 4% or $188,574 at 6%.
Mark T. Sumwalt, P.A. Profit Sharing Plan-8$3,601,337$181,031$22,629iApproximate average salary by contribution assumption: employee only about $565,722 at 4% or $377,148 at 6%; with 50% employer match about $377,148 at 4% or $251,432 at 6%; with 100% employer match about $282,861 at 4% or $188,574 at 6%.
201518$3,166,874$183,462$22,933iApproximate average salary by contribution assumption: employee only about $573,319 at 4% or $382,213 at 6%; with 50% employer match about $382,213 at 4% or $254,808 at 6%; with 100% employer match about $286,659 at 4% or $191,106 at 6%.
Mark T. Sumwalt, P.A. Profit Sharing Plan-8$3,166,874$183,462$22,933iApproximate average salary by contribution assumption: employee only about $573,319 at 4% or $382,213 at 6%; with 50% employer match about $382,213 at 4% or $254,808 at 6%; with 100% employer match about $286,659 at 4% or $191,106 at 6%.
201418$3,010,785$172,732$21,592iApproximate average salary by contribution assumption: employee only about $539,788 at 4% or $359,858 at 6%; with 50% employer match about $359,858 at 4% or $239,906 at 6%; with 100% employer match about $269,894 at 4% or $179,929 at 6%.
Mark T. Sumwalt, P.A. Profit Sharing Plan-8$3,010,785$172,732$21,592iApproximate average salary by contribution assumption: employee only about $539,788 at 4% or $359,858 at 6%; with 50% employer match about $359,858 at 4% or $239,906 at 6%; with 100% employer match about $269,894 at 4% or $179,929 at 6%.
201318$2,632,951$156,713$19,589iApproximate average salary by contribution assumption: employee only about $489,728 at 4% or $326,485 at 6%; with 50% employer match about $326,485 at 4% or $217,657 at 6%; with 100% employer match about $244,864 at 4% or $163,243 at 6%.
Mark T. Sumwalt, P.A. Profit Sharing Plan-8$2,632,951$156,713$19,589iApproximate average salary by contribution assumption: employee only about $489,728 at 4% or $326,485 at 6%; with 50% employer match about $326,485 at 4% or $217,657 at 6%; with 100% employer match about $244,864 at 4% or $163,243 at 6%.
201218$2,209,726$137,977$17,247iApproximate average salary by contribution assumption: employee only about $431,178 at 4% or $287,452 at 6%; with 50% employer match about $287,452 at 4% or $191,635 at 6%; with 100% employer match about $215,589 at 4% or $143,726 at 6%.
Mark T. Sumwalt, P.A. Profit Sharing Plan-8$2,209,726$137,977$17,247iApproximate average salary by contribution assumption: employee only about $431,178 at 4% or $287,452 at 6%; with 50% employer match about $287,452 at 4% or $191,635 at 6%; with 100% employer match about $215,589 at 4% or $143,726 at 6%.
201118$1,960,926$137,425$17,178iApproximate average salary by contribution assumption: employee only about $429,453 at 4% or $286,302 at 6%; with 50% employer match about $286,302 at 4% or $190,868 at 6%; with 100% employer match about $214,727 at 4% or $143,151 at 6%.
Mark T. Sumwalt, P.A. Profit Sharing Plan-8$1,960,926$137,425$17,178iApproximate average salary by contribution assumption: employee only about $429,453 at 4% or $286,302 at 6%; with 50% employer match about $286,302 at 4% or $190,868 at 6%; with 100% employer match about $214,727 at 4% or $143,151 at 6%.
201017$1,701,344$136,891$19,556iApproximate average salary by contribution assumption: employee only about $488,896 at 4% or $325,931 at 6%; with 50% employer match about $325,931 at 4% or $217,287 at 6%; with 100% employer match about $244,448 at 4% or $162,965 at 6%.
Mark T. Sumwalt, P.A. Profit Sharing Plan-7$1,701,344$136,891$19,556iApproximate average salary by contribution assumption: employee only about $488,896 at 4% or $325,931 at 6%; with 50% employer match about $325,931 at 4% or $217,287 at 6%; with 100% employer match about $244,448 at 4% or $162,965 at 6%.
200917$1,370,705$117,327$16,761iApproximate average salary by contribution assumption: employee only about $419,025 at 4% or $279,350 at 6%; with 50% employer match about $279,350 at 4% or $186,233 at 6%; with 100% employer match about $209,513 at 4% or $139,675 at 6%.
Mark T. Sumwalt, P.A. Profit Sharing Plan-7$1,370,705$117,327$16,761iApproximate average salary by contribution assumption: employee only about $419,025 at 4% or $279,350 at 6%; with 50% employer match about $279,350 at 4% or $186,233 at 6%; with 100% employer match about $209,513 at 4% or $139,675 at 6%.
200815$1,007,035$118,085$23,617iApproximate average salary by contribution assumption: employee only about $590,425 at 4% or $393,617 at 6%; with 50% employer match about $393,617 at 4% or $262,411 at 6%; with 100% employer match about $295,213 at 4% or $196,808 at 6%.
Mark T. Sumwalt, P.A. Profit Sharing Plan-5$1,007,035$118,085$23,617iApproximate average salary by contribution assumption: employee only about $590,425 at 4% or $393,617 at 6%; with 50% employer match about $393,617 at 4% or $262,411 at 6%; with 100% employer match about $295,213 at 4% or $196,808 at 6%.
200715$1,226,081$106,025$21,205iApproximate average salary by contribution assumption: employee only about $530,125 at 4% or $353,417 at 6%; with 50% employer match about $353,417 at 4% or $235,611 at 6%; with 100% employer match about $265,063 at 4% or $176,708 at 6%.
Mark T. Sumwalt, P.A. Profit Sharing Plan-5$1,226,081$106,025$21,205iApproximate average salary by contribution assumption: employee only about $530,125 at 4% or $353,417 at 6%; with 50% employer match about $353,417 at 4% or $235,611 at 6%; with 100% employer match about $265,063 at 4% or $176,708 at 6%.
200616$1,081,330$112,869$18,812iApproximate average salary by contribution assumption: employee only about $470,288 at 4% or $313,525 at 6%; with 50% employer match about $313,525 at 4% or $209,017 at 6%; with 100% employer match about $235,144 at 4% or $156,763 at 6%.
Mark T. Sumwalt, P.A. Profit Sharing Plan-6$1,081,330$112,869$18,812iApproximate average salary by contribution assumption: employee only about $470,288 at 4% or $313,525 at 6%; with 50% employer match about $313,525 at 4% or $209,017 at 6%; with 100% employer match about $235,144 at 4% or $156,763 at 6%.
200515$857,443$98,058$19,612iApproximate average salary by contribution assumption: employee only about $490,290 at 4% or $326,860 at 6%; with 50% employer match about $326,860 at 4% or $217,907 at 6%; with 100% employer match about $245,145 at 4% or $163,430 at 6%.
Mark T. Sumwalt, P.A. Profit Sharing Plan-5$857,443$98,058$19,612iApproximate average salary by contribution assumption: employee only about $490,290 at 4% or $326,860 at 6%; with 50% employer match about $326,860 at 4% or $217,907 at 6%; with 100% employer match about $245,145 at 4% or $163,430 at 6%.
200415$722,695$96,373$19,275iApproximate average salary by contribution assumption: employee only about $481,865 at 4% or $321,243 at 6%; with 50% employer match about $321,243 at 4% or $214,162 at 6%; with 100% employer match about $240,932 at 4% or $160,622 at 6%.
Mark T. Sumwalt, P.A. Profit Sharing Plan-5$722,695$96,373$19,275iApproximate average salary by contribution assumption: employee only about $481,865 at 4% or $321,243 at 6%; with 50% employer match about $321,243 at 4% or $214,162 at 6%; with 100% employer match about $240,932 at 4% or $160,622 at 6%.
200215$419,058$66,297$13,259iApproximate average salary by contribution assumption: employee only about $331,485 at 4% or $220,990 at 6%; with 50% employer match about $220,990 at 4% or $147,327 at 6%; with 100% employer match about $165,743 at 4% or $110,495 at 6%.
Mark T. Sumwalt, P.A. Profit Sharing Plan-5$419,058$66,297$13,259iApproximate average salary by contribution assumption: employee only about $331,485 at 4% or $220,990 at 6%; with 50% employer match about $220,990 at 4% or $147,327 at 6%; with 100% employer match about $165,743 at 4% or $110,495 at 6%.
200115$0$0-
Mark T. Sumwalt, P.A. Profit Sharing Plan-5---
200014$378,026$38,745$9,686iApproximate average salary by contribution assumption: employee only about $242,156 at 4% or $161,438 at 6%; with 50% employer match about $161,438 at 4% or $107,625 at 6%; with 100% employer match about $121,078 at 4% or $80,719 at 6%.
Mark T. Sumwalt, P.A. Profit Sharing Plan-4$378,026$38,745$9,686iApproximate average salary by contribution assumption: employee only about $242,156 at 4% or $161,438 at 6%; with 50% employer match about $161,438 at 4% or $107,625 at 6%; with 100% employer match about $121,078 at 4% or $80,719 at 6%.
199914$374,115$374,115$93,529iApproximate average salary by contribution assumption: employee only about $2,338,219 at 4% or $1,558,813 at 6%; with 50% employer match about $1,558,813 at 4% or $1,039,208 at 6%; with 100% employer match about $1,169,109 at 4% or $779,406 at 6%.
Mark T. Sumwalt, P.A. Profit Sharing Plan-4$374,115$374,115$93,529iApproximate average salary by contribution assumption: employee only about $2,338,219 at 4% or $1,558,813 at 6%; with 50% employer match about $1,558,813 at 4% or $1,039,208 at 6%; with 100% employer match about $1,169,109 at 4% or $779,406 at 6%.