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
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
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 | $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%. |
| 2023 | 1 | 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%. |
| 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%. |
| 2022 | 1 | 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%. |
| 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%. |
| 2021 | 1 | 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%. |
| 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%. |
| 2020 | 1 | 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%. |
| 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%. |
| 2019 | 1 | 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%. |
| 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%. |
| 2018 | 1 | 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%. |
| 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%. |
| 2017 | 1 | 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%. |
| 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%. |
| 2003 | 1 | 0 | $0 | $0 | - |
| Kate B. Reynolds Charitable Trust Reimbursement Plan | - | 0 | - | - | - |
| 2002 | 1 | 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%. |
| 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%. |
| 2001 | 1 | 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%. |
| 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%. |
| 1999 | 1 | 4 | $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%. |