Civic Intelligence

Cato Management LLC

Plan context: Cato Management Retirement Plan

EIN 56-2358810 • Charlotte, NC • 22 filings • 1 plans

13777 Ballantyne Corporate PlaceSuite 300Charlotte, NC 28277
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$2,849,692

2024 Contributions

$191,832

Historical Graphs

Total Assets Over Time

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

$2,849,692$1,424,846$0200320142024YearValue
$2,849,692Latest year 2024

Participants Over Time

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

1260200320142024YearValue
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$2,849,692$191,832$17,439iApproximate average salary by contribution assumption: employee only about $435,982 at 4% or $290,655 at 6%; with 50% employer match about $290,655 at 4% or $193,770 at 6%; with 100% employer match about $217,991 at 4% or $145,327 at 6%.
Cato Management Retirement Plan-11$2,849,692$191,832$17,439iApproximate average salary by contribution assumption: employee only about $435,982 at 4% or $290,655 at 6%; with 50% employer match about $290,655 at 4% or $193,770 at 6%; with 100% employer match about $217,991 at 4% or $145,327 at 6%.
202318$2,401,782$152,274$19,034iApproximate average salary by contribution assumption: employee only about $475,856 at 4% or $317,238 at 6%; with 50% employer match about $317,238 at 4% or $211,492 at 6%; with 100% employer match about $237,928 at 4% or $158,619 at 6%.
Cato Management Retirement Plan-8$2,401,782$152,274$19,034iApproximate average salary by contribution assumption: employee only about $475,856 at 4% or $317,238 at 6%; with 50% employer match about $317,238 at 4% or $211,492 at 6%; with 100% employer match about $237,928 at 4% or $158,619 at 6%.
2022112$1,997,936$136,587$11,382iApproximate average salary by contribution assumption: employee only about $284,556 at 4% or $189,704 at 6%; with 50% employer match about $189,704 at 4% or $126,469 at 6%; with 100% employer match about $142,278 at 4% or $94,852 at 6%.
Cato Management Retirement Plan-12$1,997,936$136,587$11,382iApproximate average salary by contribution assumption: employee only about $284,556 at 4% or $189,704 at 6%; with 50% employer match about $189,704 at 4% or $126,469 at 6%; with 100% employer match about $142,278 at 4% or $94,852 at 6%.
2021110$2,315,567$146,777$14,678iApproximate average salary by contribution assumption: employee only about $366,943 at 4% or $244,628 at 6%; with 50% employer match about $244,628 at 4% or $163,086 at 6%; with 100% employer match about $183,471 at 4% or $122,314 at 6%.
Cato Management Retirement Plan-10$2,315,567$146,777$14,678iApproximate average salary by contribution assumption: employee only about $366,943 at 4% or $244,628 at 6%; with 50% employer match about $244,628 at 4% or $163,086 at 6%; with 100% employer match about $183,471 at 4% or $122,314 at 6%.
202018$2,785,483$79,954$9,994iApproximate average salary by contribution assumption: employee only about $249,856 at 4% or $166,571 at 6%; with 50% employer match about $166,571 at 4% or $111,047 at 6%; with 100% employer match about $124,928 at 4% or $83,285 at 6%.
Cato Management Retirement Plan-8$2,785,483$79,954$9,994iApproximate average salary by contribution assumption: employee only about $249,856 at 4% or $166,571 at 6%; with 50% employer match about $166,571 at 4% or $111,047 at 6%; with 100% employer match about $124,928 at 4% or $83,285 at 6%.
201918$2,363,091$133,672$16,709iApproximate average salary by contribution assumption: employee only about $417,725 at 4% or $278,483 at 6%; with 50% employer match about $278,483 at 4% or $185,656 at 6%; with 100% employer match about $208,863 at 4% or $139,242 at 6%.
Cato Management Retirement Plan-8$2,363,091$133,672$16,709iApproximate average salary by contribution assumption: employee only about $417,725 at 4% or $278,483 at 6%; with 50% employer match about $278,483 at 4% or $185,656 at 6%; with 100% employer match about $208,863 at 4% or $139,242 at 6%.
2018110$1,983,422$132,869$13,287iApproximate average salary by contribution assumption: employee only about $332,173 at 4% or $221,448 at 6%; with 50% employer match about $221,448 at 4% or $147,632 at 6%; with 100% employer match about $166,086 at 4% or $110,724 at 6%.
Cato Management Retirement Plan-10$1,983,422$132,869$13,287iApproximate average salary by contribution assumption: employee only about $332,173 at 4% or $221,448 at 6%; with 50% employer match about $221,448 at 4% or $147,632 at 6%; with 100% employer match about $166,086 at 4% or $110,724 at 6%.
2017110$1,938,700$123,827$12,383iApproximate average salary by contribution assumption: employee only about $309,568 at 4% or $206,378 at 6%; with 50% employer match about $206,378 at 4% or $137,586 at 6%; with 100% employer match about $154,784 at 4% or $103,189 at 6%.
Cato Management Retirement Plan-10$1,938,700$123,827$12,383iApproximate average salary by contribution assumption: employee only about $309,568 at 4% or $206,378 at 6%; with 50% employer match about $206,378 at 4% or $137,586 at 6%; with 100% employer match about $154,784 at 4% or $103,189 at 6%.
2016110$2,013,251$487,822$48,782iApproximate average salary by contribution assumption: employee only about $1,219,555 at 4% or $813,037 at 6%; with 50% employer match about $813,037 at 4% or $542,024 at 6%; with 100% employer match about $609,778 at 4% or $406,518 at 6%.
Cato Management Retirement Plan-10$2,013,251$487,822$48,782iApproximate average salary by contribution assumption: employee only about $1,219,555 at 4% or $813,037 at 6%; with 50% employer match about $813,037 at 4% or $542,024 at 6%; with 100% employer match about $609,778 at 4% or $406,518 at 6%.
2015111$1,419,682$111,750$10,159iApproximate average salary by contribution assumption: employee only about $253,977 at 4% or $169,318 at 6%; with 50% employer match about $169,318 at 4% or $112,879 at 6%; with 100% employer match about $126,989 at 4% or $84,659 at 6%.
Cato Management Retirement Plan-11$1,419,682$111,750$10,159iApproximate average salary by contribution assumption: employee only about $253,977 at 4% or $169,318 at 6%; with 50% employer match about $169,318 at 4% or $112,879 at 6%; with 100% employer match about $126,989 at 4% or $84,659 at 6%.
2014111$1,334,122$112,376$10,216iApproximate average salary by contribution assumption: employee only about $255,400 at 4% or $170,267 at 6%; with 50% employer match about $170,267 at 4% or $113,511 at 6%; with 100% employer match about $127,700 at 4% or $85,133 at 6%.
Cato Management Retirement Plan-11$1,334,122$112,376$10,216iApproximate average salary by contribution assumption: employee only about $255,400 at 4% or $170,267 at 6%; with 50% employer match about $170,267 at 4% or $113,511 at 6%; with 100% employer match about $127,700 at 4% or $85,133 at 6%.
2013111$1,190,287$105,969$9,634iApproximate average salary by contribution assumption: employee only about $240,839 at 4% or $160,559 at 6%; with 50% employer match about $160,559 at 4% or $107,039 at 6%; with 100% employer match about $120,419 at 4% or $80,280 at 6%.
Cato Management Retirement Plan-11$1,190,287$105,969$9,634iApproximate average salary by contribution assumption: employee only about $240,839 at 4% or $160,559 at 6%; with 50% employer match about $160,559 at 4% or $107,039 at 6%; with 100% employer match about $120,419 at 4% or $80,280 at 6%.
2012111$901,337$99,577$9,052iApproximate average salary by contribution assumption: employee only about $226,311 at 4% or $150,874 at 6%; with 50% employer match about $150,874 at 4% or $100,583 at 6%; with 100% employer match about $113,156 at 4% or $75,437 at 6%.
Cato Management Retirement Plan-11$901,337$99,577$9,052iApproximate average salary by contribution assumption: employee only about $226,311 at 4% or $150,874 at 6%; with 50% employer match about $150,874 at 4% or $100,583 at 6%; with 100% employer match about $113,156 at 4% or $75,437 at 6%.
201119$718,534$92,308$10,256iApproximate average salary by contribution assumption: employee only about $256,411 at 4% or $170,941 at 6%; with 50% employer match about $170,941 at 4% or $113,960 at 6%; with 100% employer match about $128,206 at 4% or $85,470 at 6%.
Cato Management Retirement Plan-9$718,534$92,308$10,256iApproximate average salary by contribution assumption: employee only about $256,411 at 4% or $170,941 at 6%; with 50% employer match about $170,941 at 4% or $113,960 at 6%; with 100% employer match about $128,206 at 4% or $85,470 at 6%.
201019$629,312$69,346$7,705iApproximate average salary by contribution assumption: employee only about $192,628 at 4% or $128,419 at 6%; with 50% employer match about $128,419 at 4% or $85,612 at 6%; with 100% employer match about $96,314 at 4% or $64,209 at 6%.
Cato Management Retirement Plan-9$629,312$69,346$7,705iApproximate average salary by contribution assumption: employee only about $192,628 at 4% or $128,419 at 6%; with 50% employer match about $128,419 at 4% or $85,612 at 6%; with 100% employer match about $96,314 at 4% or $64,209 at 6%.
200919$493,422$44,071$4,897iApproximate average salary by contribution assumption: employee only about $122,419 at 4% or $81,613 at 6%; with 50% employer match about $81,613 at 4% or $54,409 at 6%; with 100% employer match about $61,210 at 4% or $40,806 at 6%.
Cato Management Retirement Plan-9$493,422$44,071$4,897iApproximate average salary by contribution assumption: employee only about $122,419 at 4% or $81,613 at 6%; with 50% employer match about $81,613 at 4% or $54,409 at 6%; with 100% employer match about $61,210 at 4% or $40,806 at 6%.
2008110$359,524$109,337$10,934iApproximate average salary by contribution assumption: employee only about $273,343 at 4% or $182,228 at 6%; with 50% employer match about $182,228 at 4% or $121,486 at 6%; with 100% employer match about $136,671 at 4% or $91,114 at 6%.
Cato Management Retirement Plan-10$359,524$109,337$10,934iApproximate average salary by contribution assumption: employee only about $273,343 at 4% or $182,228 at 6%; with 50% employer match about $182,228 at 4% or $121,486 at 6%; with 100% employer match about $136,671 at 4% or $91,114 at 6%.
200714$382,103$90,632$22,658iApproximate average salary by contribution assumption: employee only about $566,450 at 4% or $377,633 at 6%; with 50% employer match about $377,633 at 4% or $251,756 at 6%; with 100% employer match about $283,225 at 4% or $188,817 at 6%.
Cato Management Retirement Plan-4$382,103$90,632$22,658iApproximate average salary by contribution assumption: employee only about $566,450 at 4% or $377,633 at 6%; with 50% employer match about $377,633 at 4% or $251,756 at 6%; with 100% employer match about $283,225 at 4% or $188,817 at 6%.
200614$269,882$141,358$35,340iApproximate average salary by contribution assumption: employee only about $883,488 at 4% or $588,992 at 6%; with 50% employer match about $588,992 at 4% or $392,661 at 6%; with 100% employer match about $441,744 at 4% or $294,496 at 6%.
Cato Management Retirement Plan-4$269,882$141,358$35,340iApproximate average salary by contribution assumption: employee only about $883,488 at 4% or $588,992 at 6%; with 50% employer match about $588,992 at 4% or $392,661 at 6%; with 100% employer match about $441,744 at 4% or $294,496 at 6%.
200514$107,056$24,069$6,017iApproximate average salary by contribution assumption: employee only about $150,431 at 4% or $100,288 at 6%; with 50% employer match about $100,288 at 4% or $66,858 at 6%; with 100% employer match about $75,216 at 4% or $50,144 at 6%.
Cato Management Retirement Plan-4$107,056$24,069$6,017iApproximate average salary by contribution assumption: employee only about $150,431 at 4% or $100,288 at 6%; with 50% employer match about $100,288 at 4% or $66,858 at 6%; with 100% employer match about $75,216 at 4% or $50,144 at 6%.
200414$76,472$66,998$16,750iApproximate average salary by contribution assumption: employee only about $418,738 at 4% or $279,158 at 6%; with 50% employer match about $279,158 at 4% or $186,106 at 6%; with 100% employer match about $209,369 at 4% or $139,579 at 6%.
Cato Management Retirement Plan-4$76,472$66,998$16,750iApproximate average salary by contribution assumption: employee only about $418,738 at 4% or $279,158 at 6%; with 50% employer match about $279,158 at 4% or $186,106 at 6%; with 100% employer match about $209,369 at 4% or $139,579 at 6%.
200311$6,688$6,584$6,584iApproximate average salary by contribution assumption: employee only about $164,600 at 4% or $109,733 at 6%; with 50% employer match about $109,733 at 4% or $73,156 at 6%; with 100% employer match about $82,300 at 4% or $54,867 at 6%.
Cato Management Retirement Plan-1$6,688$6,584$6,584iApproximate average salary by contribution assumption: employee only about $164,600 at 4% or $109,733 at 6%; with 50% employer match about $109,733 at 4% or $73,156 at 6%; with 100% employer match about $82,300 at 4% or $54,867 at 6%.