Civic Intelligence

Kate B. Reynolds Charitable Trust

Plan context: KATE B. REYNOLDS CHARITABLE TRUST 403(B) RETIREMENT PLAN

EIN 56-6036515 • Winston Salem, NC • 12 filings • 3 plans

128 Reynolda VillageWinston Salem, NC 27106
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$4,354,030

2024 Contributions

$454,981

Historical Graphs

Total Assets Over Time

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

$4,354,030$2,177,015$0200120202024YearValue
$4,354,030Latest year 2024

Participants Over Time

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

23120199920192024YearValue
21Latest 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
2024121$4,354,030$454,981$21,666iApproximate average salary by contribution assumption: employee only about $541,644 at 4% or $361,096 at 6%; with 50% employer match about $361,096 at 4% or $240,731 at 6%; with 100% employer match about $270,822 at 4% or $180,548 at 6%.
KATE B. REYNOLDS CHARITABLE TRUST 403(B) RETIREMENT PLAN-21$4,354,030$454,981$21,666iApproximate average salary by contribution assumption: employee only about $541,644 at 4% or $361,096 at 6%; with 50% employer match about $361,096 at 4% or $240,731 at 6%; with 100% employer match about $270,822 at 4% or $180,548 at 6%.
2023123$3,803,430$345,945$15,041iApproximate average salary by contribution assumption: employee only about $376,027 at 4% or $250,685 at 6%; with 50% employer match about $250,685 at 4% or $167,123 at 6%; with 100% employer match about $188,014 at 4% or $125,342 at 6%.
KATE B. REYNOLDS CHARITABLE TRUST 403(B) RETIREMENT PLAN-23$3,803,430$345,945$15,041iApproximate average salary by contribution assumption: employee only about $376,027 at 4% or $250,685 at 6%; with 50% employer match about $250,685 at 4% or $167,123 at 6%; with 100% employer match about $188,014 at 4% or $125,342 at 6%.
2022120$3,199,367$338,334$16,917iApproximate average salary by contribution assumption: employee only about $422,918 at 4% or $281,945 at 6%; with 50% employer match about $281,945 at 4% or $187,963 at 6%; with 100% employer match about $211,459 at 4% or $140,973 at 6%.
KATE B. REYNOLDS CHARITABLE TRUST 403(B)-20$3,199,367$338,334$16,917iApproximate average salary by contribution assumption: employee only about $422,918 at 4% or $281,945 at 6%; with 50% employer match about $281,945 at 4% or $187,963 at 6%; with 100% employer match about $211,459 at 4% or $140,973 at 6%.
2021121$3,383,950$329,687$15,699iApproximate average salary by contribution assumption: employee only about $392,485 at 4% or $261,656 at 6%; with 50% employer match about $261,656 at 4% or $174,438 at 6%; with 100% employer match about $196,242 at 4% or $130,828 at 6%.
KATE B. REYNOLDS CHARITABLE TRUST 403(B) RETIREMENT PLAN-21$3,383,950$329,687$15,699iApproximate average salary by contribution assumption: employee only about $392,485 at 4% or $261,656 at 6%; with 50% employer match about $261,656 at 4% or $174,438 at 6%; with 100% employer match about $196,242 at 4% or $130,828 at 6%.
2020120$2,788,826$219,748$10,987iApproximate average salary by contribution assumption: employee only about $274,685 at 4% or $183,123 at 6%; with 50% employer match about $183,123 at 4% or $122,082 at 6%; with 100% employer match about $137,343 at 4% or $91,562 at 6%.
KATE B. REYNOLDS CHARITABLE TRUST 403(B) RETIREMENT PLAN-20$2,788,826$219,748$10,987iApproximate average salary by contribution assumption: employee only about $274,685 at 4% or $183,123 at 6%; with 50% employer match about $183,123 at 4% or $122,082 at 6%; with 100% employer match about $137,343 at 4% or $91,562 at 6%.
2019117$2,778,456$222,148$13,068iApproximate average salary by contribution assumption: employee only about $326,688 at 4% or $217,792 at 6%; with 50% employer match about $217,792 at 4% or $145,195 at 6%; with 100% employer match about $163,344 at 4% or $108,896 at 6%.
KATE B. REYNOLDS CHARITABLE TRUST 403(B) RETIREMENT PLAN-17$2,778,456$222,148$13,068iApproximate average salary by contribution assumption: employee only about $326,688 at 4% or $217,792 at 6%; with 50% employer match about $217,792 at 4% or $145,195 at 6%; with 100% employer match about $163,344 at 4% or $108,896 at 6%.
2018117$2,228,293$2,178,200$128,129iApproximate average salary by contribution assumption: employee only about $3,203,235 at 4% or $2,135,490 at 6%; with 50% employer match about $2,135,490 at 4% or $1,423,660 at 6%; with 100% employer match about $1,601,618 at 4% or $1,067,745 at 6%.
KATE B. REYNOLDS CHARITABLE TRUST 403(B) RETIREMENT PLAN-17$2,228,293$2,178,200$128,129iApproximate average salary by contribution assumption: employee only about $3,203,235 at 4% or $2,135,490 at 6%; with 50% employer match about $2,135,490 at 4% or $1,423,660 at 6%; with 100% employer match about $1,601,618 at 4% or $1,067,745 at 6%.
2017117$132,157$132,403$7,788iApproximate average salary by contribution assumption: employee only about $194,710 at 4% or $129,807 at 6%; with 50% employer match about $129,807 at 4% or $86,538 at 6%; with 100% employer match about $97,355 at 4% or $64,903 at 6%.
KATE B. REYNOLDS CHARITABLE TRUST 403(B) RETIREMENT PLAN-17$132,157$132,403$7,788iApproximate average salary by contribution assumption: employee only about $194,710 at 4% or $129,807 at 6%; with 50% employer match about $129,807 at 4% or $86,538 at 6%; with 100% employer match about $97,355 at 4% or $64,903 at 6%.
200310$0$0-
Kate B. Reynolds Charitable Trust Reimbursement Plan-0---
200215$1,967$3,796$759iApproximate average salary by contribution assumption: employee only about $18,980 at 4% or $12,653 at 6%; with 50% employer match about $12,653 at 4% or $8,436 at 6%; with 100% employer match about $9,490 at 4% or $6,327 at 6%.
Kate B. Reynolds Charitable Trust Reimbursement Plan-5$1,967$3,796$759iApproximate average salary by contribution assumption: employee only about $18,980 at 4% or $12,653 at 6%; with 50% employer match about $12,653 at 4% or $8,436 at 6%; with 100% employer match about $9,490 at 4% or $6,327 at 6%.
200115$1,811$3,724$745iApproximate average salary by contribution assumption: employee only about $18,620 at 4% or $12,413 at 6%; with 50% employer match about $12,413 at 4% or $8,276 at 6%; with 100% employer match about $9,310 at 4% or $6,207 at 6%.
Kate B. Reynolds Charitable Trust Reimbursement Plan-5$1,811$3,724$745iApproximate average salary by contribution assumption: employee only about $18,620 at 4% or $12,413 at 6%; with 50% employer match about $12,413 at 4% or $8,276 at 6%; with 100% employer match about $9,310 at 4% or $6,207 at 6%.
199914$0$3,140$785iApproximate average salary by contribution assumption: employee only about $19,625 at 4% or $13,083 at 6%; with 50% employer match about $13,083 at 4% or $8,722 at 6%; with 100% employer match about $9,813 at 4% or $6,542 at 6%.
Kate B. Reynolds Charitable Trust Reimbursement Plan-4-$3,140$785iApproximate average salary by contribution assumption: employee only about $19,625 at 4% or $13,083 at 6%; with 50% employer match about $13,083 at 4% or $8,722 at 6%; with 100% employer match about $9,813 at 4% or $6,542 at 6%.