Civic Intelligence

Scharf Pera & Co., P.L.L.C.

Plan context: Scharf Pera & Co., P.L.L.C. 401(K) Plan

EIN 56-2171449 • Charlotte, NC • 25 filings • 4 plans

4600 Park Road Suite 112Charlotte, NC 28209-0202
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$1,686,299

2024 Contributions

$89,463

Historical Graphs

Total Assets Over Time

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

$1,686,299$843,150$0200120132024YearValue
$1,686,299Latest year 2024

Participants Over Time

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

19100200020122024YearValue
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$1,686,299$89,463$8,133iApproximate average salary by contribution assumption: employee only about $203,325 at 4% or $135,550 at 6%; with 50% employer match about $135,550 at 4% or $90,367 at 6%; with 100% employer match about $101,663 at 4% or $67,775 at 6%.
Scharf Pera & Co., P.L.L.C. 401(K) Plan-11$1,686,299$89,463$8,133iApproximate average salary by contribution assumption: employee only about $203,325 at 4% or $135,550 at 6%; with 50% employer match about $135,550 at 4% or $90,367 at 6%; with 100% employer match about $101,663 at 4% or $67,775 at 6%.
202319$1,450,252$82,846$9,205iApproximate average salary by contribution assumption: employee only about $230,128 at 4% or $153,419 at 6%; with 50% employer match about $153,419 at 4% or $102,279 at 6%; with 100% employer match about $115,064 at 4% or $76,709 at 6%.
Scharf Pera & Co., P.L.L.C. 401(K) Plan-9$1,450,252$82,846$9,205iApproximate average salary by contribution assumption: employee only about $230,128 at 4% or $153,419 at 6%; with 50% employer match about $153,419 at 4% or $102,279 at 6%; with 100% employer match about $115,064 at 4% or $76,709 at 6%.
2022111$1,243,029$82,885$7,535iApproximate average salary by contribution assumption: employee only about $188,375 at 4% or $125,583 at 6%; with 50% employer match about $125,583 at 4% or $83,722 at 6%; with 100% employer match about $94,188 at 4% or $62,792 at 6%.
Scharf Pera & Co., P.L.L.C. 401(K) Plan-11$1,243,029$82,885$7,535iApproximate average salary by contribution assumption: employee only about $188,375 at 4% or $125,583 at 6%; with 50% employer match about $125,583 at 4% or $83,722 at 6%; with 100% employer match about $94,188 at 4% or $62,792 at 6%.
2021113$1,466,725$136,969$10,536iApproximate average salary by contribution assumption: employee only about $263,402 at 4% or $175,601 at 6%; with 50% employer match about $175,601 at 4% or $117,068 at 6%; with 100% employer match about $131,701 at 4% or $87,801 at 6%.
Scharf Pera & Co., P.L.L.C. 401(K) Plan-13$1,466,725$136,969$10,536iApproximate average salary by contribution assumption: employee only about $263,402 at 4% or $175,601 at 6%; with 50% employer match about $175,601 at 4% or $117,068 at 6%; with 100% employer match about $131,701 at 4% or $87,801 at 6%.
2020113$1,390,511$100,916$7,763iApproximate average salary by contribution assumption: employee only about $194,069 at 4% or $129,379 at 6%; with 50% employer match about $129,379 at 4% or $86,253 at 6%; with 100% employer match about $97,035 at 4% or $64,690 at 6%.
Scharf Pera & Co., P.L.L.C. 401(K) Plan-13$1,390,511$100,916$7,763iApproximate average salary by contribution assumption: employee only about $194,069 at 4% or $129,379 at 6%; with 50% employer match about $129,379 at 4% or $86,253 at 6%; with 100% employer match about $97,035 at 4% or $64,690 at 6%.
2019117$1,201,949$104,717$6,160iApproximate average salary by contribution assumption: employee only about $153,996 at 4% or $102,664 at 6%; with 50% employer match about $102,664 at 4% or $68,442 at 6%; with 100% employer match about $76,998 at 4% or $51,332 at 6%.
Scharf Pera & Co., P.L.L.C. 401(K) Plan-17$1,201,949$104,717$6,160iApproximate average salary by contribution assumption: employee only about $153,996 at 4% or $102,664 at 6%; with 50% employer match about $102,664 at 4% or $68,442 at 6%; with 100% employer match about $76,998 at 4% or $51,332 at 6%.
2018118$1,012,685$131,927$7,329iApproximate average salary by contribution assumption: employee only about $183,232 at 4% or $122,155 at 6%; with 50% employer match about $122,155 at 4% or $81,436 at 6%; with 100% employer match about $91,616 at 4% or $61,077 at 6%.
Scharf Pera & Co., P.L.L.C. 401(K) Plan-18$1,012,685$131,927$7,329iApproximate average salary by contribution assumption: employee only about $183,232 at 4% or $122,155 at 6%; with 50% employer match about $122,155 at 4% or $81,436 at 6%; with 100% employer match about $91,616 at 4% or $61,077 at 6%.
2017118$1,112,635$113,802$6,322iApproximate average salary by contribution assumption: employee only about $158,058 at 4% or $105,372 at 6%; with 50% employer match about $105,372 at 4% or $70,248 at 6%; with 100% employer match about $79,029 at 4% or $52,686 at 6%.
Scharf Pera & Co., P.L.L.C. 401(K) Plan-18$1,112,635$113,802$6,322iApproximate average salary by contribution assumption: employee only about $158,058 at 4% or $105,372 at 6%; with 50% employer match about $105,372 at 4% or $70,248 at 6%; with 100% employer match about $79,029 at 4% or $52,686 at 6%.
2016117$860,672$118,410$6,965iApproximate average salary by contribution assumption: employee only about $174,132 at 4% or $116,088 at 6%; with 50% employer match about $116,088 at 4% or $77,392 at 6%; with 100% employer match about $87,066 at 4% or $58,044 at 6%.
Scharf Pera & Co., P.L.L.C. 401(K) Plan-17$860,672$118,410$6,965iApproximate average salary by contribution assumption: employee only about $174,132 at 4% or $116,088 at 6%; with 50% employer match about $116,088 at 4% or $77,392 at 6%; with 100% employer match about $87,066 at 4% or $58,044 at 6%.
2015115$697,634$102,885$6,859iApproximate average salary by contribution assumption: employee only about $171,475 at 4% or $114,317 at 6%; with 50% employer match about $114,317 at 4% or $76,211 at 6%; with 100% employer match about $85,738 at 4% or $57,158 at 6%.
Scharf Pera & Co., P.L.L.C. 401(K) Plan-15$697,634$102,885$6,859iApproximate average salary by contribution assumption: employee only about $171,475 at 4% or $114,317 at 6%; with 50% employer match about $114,317 at 4% or $76,211 at 6%; with 100% employer match about $85,738 at 4% or $57,158 at 6%.
2014115$614,503$103,960$6,931iApproximate average salary by contribution assumption: employee only about $173,267 at 4% or $115,511 at 6%; with 50% employer match about $115,511 at 4% or $77,007 at 6%; with 100% employer match about $86,633 at 4% or $57,756 at 6%.
Scharf Pera & Co., P.L.L.C. 401(K) Plan-15$614,503$103,960$6,931iApproximate average salary by contribution assumption: employee only about $173,267 at 4% or $115,511 at 6%; with 50% employer match about $115,511 at 4% or $77,007 at 6%; with 100% employer match about $86,633 at 4% or $57,756 at 6%.
2013116$632,112$80,337$5,021iApproximate average salary by contribution assumption: employee only about $125,527 at 4% or $83,684 at 6%; with 50% employer match about $83,684 at 4% or $55,790 at 6%; with 100% employer match about $62,763 at 4% or $41,842 at 6%.
Scharf Pera & Co., P.L.L.C. 401(K) Plan-16$632,112$80,337$5,021iApproximate average salary by contribution assumption: employee only about $125,527 at 4% or $83,684 at 6%; with 50% employer match about $83,684 at 4% or $55,790 at 6%; with 100% employer match about $62,763 at 4% or $41,842 at 6%.
2012119$570,597$73,488$3,868iApproximate average salary by contribution assumption: employee only about $96,695 at 4% or $64,463 at 6%; with 50% employer match about $64,463 at 4% or $42,975 at 6%; with 100% employer match about $48,347 at 4% or $32,232 at 6%.
Scharf Pera & Co., P.L.L.C. 401(K) Plan-19$570,597$73,488$3,868iApproximate average salary by contribution assumption: employee only about $96,695 at 4% or $64,463 at 6%; with 50% employer match about $64,463 at 4% or $42,975 at 6%; with 100% employer match about $48,347 at 4% or $32,232 at 6%.
2011117$465,853$73,359$4,315iApproximate average salary by contribution assumption: employee only about $107,881 at 4% or $71,921 at 6%; with 50% employer match about $71,921 at 4% or $47,947 at 6%; with 100% employer match about $53,940 at 4% or $35,960 at 6%.
Scharf Pera & Co., P.L.L.C. 401(K) Plan-17$465,853$73,359$4,315iApproximate average salary by contribution assumption: employee only about $107,881 at 4% or $71,921 at 6%; with 50% employer match about $71,921 at 4% or $47,947 at 6%; with 100% employer match about $53,940 at 4% or $35,960 at 6%.
2010118$619,801$78,771$4,376iApproximate average salary by contribution assumption: employee only about $109,404 at 4% or $72,936 at 6%; with 50% employer match about $72,936 at 4% or $48,624 at 6%; with 100% employer match about $54,702 at 4% or $36,468 at 6%.
Scharf Pera & Co., P.L.L.C. 401(K) Plan-18$619,801$78,771$4,376iApproximate average salary by contribution assumption: employee only about $109,404 at 4% or $72,936 at 6%; with 50% employer match about $72,936 at 4% or $48,624 at 6%; with 100% employer match about $54,702 at 4% or $36,468 at 6%.
2009118$500,058$70,188$3,899iApproximate average salary by contribution assumption: employee only about $97,483 at 4% or $64,989 at 6%; with 50% employer match about $64,989 at 4% or $43,326 at 6%; with 100% employer match about $48,742 at 4% or $32,494 at 6%.
Scharf Pera & Co., P.L.L.C. 401(K) Plan-18$500,058$70,188$3,899iApproximate average salary by contribution assumption: employee only about $97,483 at 4% or $64,989 at 6%; with 50% employer match about $64,989 at 4% or $43,326 at 6%; with 100% employer match about $48,742 at 4% or $32,494 at 6%.
2008116$313,776$69,328$4,333iApproximate average salary by contribution assumption: employee only about $108,325 at 4% or $72,217 at 6%; with 50% employer match about $72,217 at 4% or $48,144 at 6%; with 100% employer match about $54,163 at 4% or $36,108 at 6%.
Scharf Pera & Co., P.L.L.C. 401(K) Plan-16$313,776$69,328$4,333iApproximate average salary by contribution assumption: employee only about $108,325 at 4% or $72,217 at 6%; with 50% employer match about $72,217 at 4% or $48,144 at 6%; with 100% employer match about $54,163 at 4% or $36,108 at 6%.
2007114$0$0-
Scharf Pera & Co., P.L.L.C. 401(K) Plan-14---
2006116$347,766$88,888$5,556iApproximate average salary by contribution assumption: employee only about $138,888 at 4% or $92,592 at 6%; with 50% employer match about $92,592 at 4% or $61,728 at 6%; with 100% employer match about $69,444 at 4% or $46,296 at 6%.
Scharf Pera & Co., P.L.L.C. 401(K) Plan-16$347,766$88,888$5,556iApproximate average salary by contribution assumption: employee only about $138,888 at 4% or $92,592 at 6%; with 50% employer match about $92,592 at 4% or $61,728 at 6%; with 100% employer match about $69,444 at 4% or $46,296 at 6%.
2005114$248,492$51,369$3,669iApproximate average salary by contribution assumption: employee only about $91,730 at 4% or $61,154 at 6%; with 50% employer match about $61,154 at 4% or $40,769 at 6%; with 100% employer match about $45,865 at 4% or $30,577 at 6%.
Scharf Pera & Co., P.L.L.C. 401(K) Plan-14$248,492$51,369$3,669iApproximate average salary by contribution assumption: employee only about $91,730 at 4% or $61,154 at 6%; with 50% employer match about $61,154 at 4% or $40,769 at 6%; with 100% employer match about $45,865 at 4% or $30,577 at 6%.
200415$183,513$24,732$4,946iApproximate average salary by contribution assumption: employee only about $123,660 at 4% or $82,440 at 6%; with 50% employer match about $82,440 at 4% or $54,960 at 6%; with 100% employer match about $61,830 at 4% or $41,220 at 6%.
SCHARF PERA & CO. 401 K PLAN-5$183,513$24,732$4,946iApproximate average salary by contribution assumption: employee only about $123,660 at 4% or $82,440 at 6%; with 50% employer match about $82,440 at 4% or $54,960 at 6%; with 100% employer match about $61,830 at 4% or $41,220 at 6%.
200318$188,249$29,896$3,737iApproximate average salary by contribution assumption: employee only about $93,425 at 4% or $62,283 at 6%; with 50% employer match about $62,283 at 4% or $41,522 at 6%; with 100% employer match about $46,713 at 4% or $31,142 at 6%.
SCHARF PERA & CO. 401 K PLAN-8$188,249$29,896$3,737iApproximate average salary by contribution assumption: employee only about $93,425 at 4% or $62,283 at 6%; with 50% employer match about $62,283 at 4% or $41,522 at 6%; with 100% employer match about $46,713 at 4% or $31,142 at 6%.
200217$127,198$33,072$4,725iApproximate average salary by contribution assumption: employee only about $118,114 at 4% or $78,743 at 6%; with 50% employer match about $78,743 at 4% or $52,495 at 6%; with 100% employer match about $59,057 at 4% or $39,371 at 6%.
SCHARF PERA & CO. 401 K PLAN-7$127,198$33,072$4,725iApproximate average salary by contribution assumption: employee only about $118,114 at 4% or $78,743 at 6%; with 50% employer match about $78,743 at 4% or $52,495 at 6%; with 100% employer match about $59,057 at 4% or $39,371 at 6%.
200116$146,967$23,824$3,971iApproximate average salary by contribution assumption: employee only about $99,267 at 4% or $66,178 at 6%; with 50% employer match about $66,178 at 4% or $44,119 at 6%; with 100% employer match about $49,633 at 4% or $33,089 at 6%.
SCHARF PERA & CO. 401 K PLAN-6$146,967$23,824$3,971iApproximate average salary by contribution assumption: employee only about $99,267 at 4% or $66,178 at 6%; with 50% employer match about $66,178 at 4% or $44,119 at 6%; with 100% employer match about $49,633 at 4% or $33,089 at 6%.
200018$0$0-
SCHARF PERA & CO. 401K PLAN-8---