Civic Intelligence

Foundation for the Carolinas

Plan context: Foundation for the Carolinas DC Plan

EIN 56-6047886 • Charlotte, NC • 58 filings • 11 plans

View Related Profile

220 N Tryon StCharlotte, NC 28202-2137
Current Snapshot

Latest Year

2024

2024 Participants

198

2024 Assets

$32,471,330

2024 Contributions

$3,023,716

Historical Graphs

Total Assets Over Time

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

$32,471,330$16,235,665$0199920142024YearValue
$32,471,330Latest year 2024

Participants Over Time

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

5312660199920132024YearValue
198Latest 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
20242198$32,471,330$3,023,716$15,271iApproximate average salary by contribution assumption: employee only about $381,782 at 4% or $254,522 at 6%; with 50% employer match about $254,522 at 4% or $169,681 at 6%; with 100% employer match about $190,891 at 4% or $127,261 at 6%.
Foundation for the Carolinas DC Plan-198$32,471,330$3,023,716$15,271iApproximate average salary by contribution assumption: employee only about $381,782 at 4% or $254,522 at 6%; with 50% employer match about $254,522 at 4% or $169,681 at 6%; with 100% employer match about $190,891 at 4% or $127,261 at 6%.
Foundation for the Carolinas-179---
20232179$29,606,668$3,726,932$20,821iApproximate average salary by contribution assumption: employee only about $520,521 at 4% or $347,014 at 6%; with 50% employer match about $347,014 at 4% or $231,343 at 6%; with 100% employer match about $260,261 at 4% or $173,507 at 6%.
Foundation for the Carolinas DC Plan-179$29,606,668$3,726,932$20,821iApproximate average salary by contribution assumption: employee only about $520,521 at 4% or $347,014 at 6%; with 50% employer match about $347,014 at 4% or $231,343 at 6%; with 100% employer match about $260,261 at 4% or $173,507 at 6%.
Foundation for the Carolinas-158---
20222165$24,346,357$2,602,717$15,774iApproximate average salary by contribution assumption: employee only about $394,351 at 4% or $262,901 at 6%; with 50% employer match about $262,901 at 4% or $175,267 at 6%; with 100% employer match about $197,176 at 4% or $131,450 at 6%.
Foundation for the Carolinas DC Plan-165$24,346,357$2,602,717$15,774iApproximate average salary by contribution assumption: employee only about $394,351 at 4% or $262,901 at 6%; with 50% employer match about $262,901 at 4% or $175,267 at 6%; with 100% employer match about $197,176 at 4% or $131,450 at 6%.
Foundation for the Carolinas-152---
20212140$27,434,831$2,293,918$16,385iApproximate average salary by contribution assumption: employee only about $409,628 at 4% or $273,085 at 6%; with 50% employer match about $273,085 at 4% or $182,057 at 6%; with 100% employer match about $204,814 at 4% or $136,543 at 6%.
Foundation for the Carolinas DC Plan-140$27,434,831$2,293,918$16,385iApproximate average salary by contribution assumption: employee only about $409,628 at 4% or $273,085 at 6%; with 50% employer match about $273,085 at 4% or $182,057 at 6%; with 100% employer match about $204,814 at 4% or $136,543 at 6%.
Foundation for the Carolinas-134---
20202123$22,725,043$2,002,252$16,278iApproximate average salary by contribution assumption: employee only about $406,962 at 4% or $271,308 at 6%; with 50% employer match about $271,308 at 4% or $180,872 at 6%; with 100% employer match about $203,481 at 4% or $135,654 at 6%.
Foundation for the Carolinas DC Plan-123$22,725,043$2,002,252$16,278iApproximate average salary by contribution assumption: employee only about $406,962 at 4% or $271,308 at 6%; with 50% employer match about $271,308 at 4% or $180,872 at 6%; with 100% employer match about $203,481 at 4% or $135,654 at 6%.
Foundation for the Carolinas-122---
20192122$19,395,364$2,222,004$18,213iApproximate average salary by contribution assumption: employee only about $455,329 at 4% or $303,552 at 6%; with 50% employer match about $303,552 at 4% or $202,368 at 6%; with 100% employer match about $227,664 at 4% or $151,776 at 6%.
Foundation for the Carolinas DC Plan-122$19,395,364$2,222,004$18,213iApproximate average salary by contribution assumption: employee only about $455,329 at 4% or $303,552 at 6%; with 50% employer match about $303,552 at 4% or $202,368 at 6%; with 100% employer match about $227,664 at 4% or $151,776 at 6%.
Foundation for the Carolinas-114---
20182168$14,988,527$2,768,268$16,478iApproximate average salary by contribution assumption: employee only about $411,945 at 4% or $274,630 at 6%; with 50% employer match about $274,630 at 4% or $183,087 at 6%; with 100% employer match about $205,972 at 4% or $137,315 at 6%.
Foundation for the Carolinas DC Plan-168$14,988,527$2,140,388$12,740iApproximate average salary by contribution assumption: employee only about $318,510 at 4% or $212,340 at 6%; with 50% employer match about $212,340 at 4% or $141,560 at 6%; with 100% employer match about $159,255 at 4% or $106,170 at 6%.
403B Thrift Plan of Foundation for the Carolinas-0$0$627,880-
20172112$14,697,761$2,277,964$20,339iApproximate average salary by contribution assumption: employee only about $508,474 at 4% or $338,983 at 6%; with 50% employer match about $338,983 at 4% or $225,988 at 6%; with 100% employer match about $254,237 at 4% or $169,491 at 6%.
Foundation for the Carolinas DC Plan-112$8,214,953$1,641,455$14,656iApproximate average salary by contribution assumption: employee only about $366,396 at 4% or $244,264 at 6%; with 50% employer match about $244,264 at 4% or $162,843 at 6%; with 100% employer match about $183,198 at 4% or $122,132 at 6%.
403B Thrift Plan of Foundation for the Carolinas-98$6,482,808$636,509$6,495iApproximate average salary by contribution assumption: employee only about $162,375 at 4% or $108,250 at 6%; with 50% employer match about $108,250 at 4% or $72,167 at 6%; with 100% employer match about $81,187 at 4% or $54,125 at 6%.
20162109$11,521,974$1,307,276$11,993iApproximate average salary by contribution assumption: employee only about $299,834 at 4% or $199,889 at 6%; with 50% employer match about $199,889 at 4% or $133,260 at 6%; with 100% employer match about $149,917 at 4% or $99,945 at 6%.
Foundation for the Carolinas DC Plan-109$6,381,556$805,070$7,386iApproximate average salary by contribution assumption: employee only about $184,649 at 4% or $123,099 at 6%; with 50% employer match about $123,099 at 4% or $82,066 at 6%; with 100% employer match about $92,325 at 4% or $61,550 at 6%.
403B Thrift Plan of Foundation for the Carolinas-83$5,140,418$502,206$6,051iApproximate average salary by contribution assumption: employee only about $151,267 at 4% or $100,845 at 6%; with 50% employer match about $100,845 at 4% or $67,230 at 6%; with 100% employer match about $75,633 at 4% or $50,422 at 6%.
2015291$9,692,046$865,849$9,515iApproximate average salary by contribution assumption: employee only about $237,871 at 4% or $158,580 at 6%; with 50% employer match about $158,580 at 4% or $105,720 at 6%; with 100% employer match about $118,935 at 4% or $79,290 at 6%.
Foundation for the Carolinas DC Plan-91$5,284,515$557,681$6,128iApproximate average salary by contribution assumption: employee only about $153,209 at 4% or $102,139 at 6%; with 50% employer match about $102,139 at 4% or $68,093 at 6%; with 100% employer match about $76,605 at 4% or $51,070 at 6%.
403B Thrift Plan of Foundation for the Carolinas-75$4,407,531$308,168$4,109iApproximate average salary by contribution assumption: employee only about $102,723 at 4% or $68,482 at 6%; with 50% employer match about $68,482 at 4% or $45,655 at 6%; with 100% employer match about $51,361 at 4% or $34,241 at 6%.
2014280$4,921,847$583,242$7,291iApproximate average salary by contribution assumption: employee only about $182,263 at 4% or $121,509 at 6%; with 50% employer match about $121,509 at 4% or $81,006 at 6%; with 100% employer match about $91,132 at 4% or $60,754 at 6%.
Foundation for the Carolinas DC Plan-80$4,921,847$583,242$7,291iApproximate average salary by contribution assumption: employee only about $182,263 at 4% or $121,509 at 6%; with 50% employer match about $121,509 at 4% or $81,006 at 6%; with 100% employer match about $91,132 at 4% or $60,754 at 6%.
403B Thrift Plan of Foundation for the Carolinas-0$0$0-
2013277$4,552,987$440,636$5,723iApproximate average salary by contribution assumption: employee only about $143,064 at 4% or $95,376 at 6%; with 50% employer match about $95,376 at 4% or $63,584 at 6%; with 100% employer match about $71,532 at 4% or $47,688 at 6%.
Foundation for the Carolinas DC Plan-77$4,532,822$440,636$5,723iApproximate average salary by contribution assumption: employee only about $143,064 at 4% or $95,376 at 6%; with 50% employer match about $95,376 at 4% or $63,584 at 6%; with 100% employer match about $71,532 at 4% or $47,688 at 6%.
403B Thrift Plan of Foundation for the Carolinas-2$20,165$0-
2012267$3,463,152$469,269$7,004iApproximate average salary by contribution assumption: employee only about $175,100 at 4% or $116,734 at 6%; with 50% employer match about $116,734 at 4% or $77,822 at 6%; with 100% employer match about $87,550 at 4% or $58,367 at 6%.
Foundation for the Carolinas DC Plan-67$3,448,032$469,269$7,004iApproximate average salary by contribution assumption: employee only about $175,100 at 4% or $116,734 at 6%; with 50% employer match about $116,734 at 4% or $77,822 at 6%; with 100% employer match about $87,550 at 4% or $58,367 at 6%.
403B Thrift Plan of Foundation for the Carolinas-2$15,120$0-
2011259$2,735,608$357,153$6,053iApproximate average salary by contribution assumption: employee only about $151,336 at 4% or $100,891 at 6%; with 50% employer match about $100,891 at 4% or $67,260 at 6%; with 100% employer match about $75,668 at 4% or $50,445 at 6%.
Foundation for the Carolinas DC Plan-59$2,686,405$357,153$6,053iApproximate average salary by contribution assumption: employee only about $151,336 at 4% or $100,891 at 6%; with 50% employer match about $100,891 at 4% or $67,260 at 6%; with 100% employer match about $75,668 at 4% or $50,445 at 6%.
403B Thrift Plan of Foundation for the Carolinas-3$49,203--
2010261$2,435,938$334,676$5,486iApproximate average salary by contribution assumption: employee only about $137,162 at 4% or $91,442 at 6%; with 50% employer match about $91,442 at 4% or $60,961 at 6%; with 100% employer match about $68,581 at 4% or $45,721 at 6%.
Foundation for the Carolinas DC Plan-61$2,386,064$334,676$5,486iApproximate average salary by contribution assumption: employee only about $137,162 at 4% or $91,442 at 6%; with 50% employer match about $91,442 at 4% or $60,961 at 6%; with 100% employer match about $68,581 at 4% or $45,721 at 6%.
403B Thrift Plan of Foundation for the Carolinas-3$49,874--
2009262$1,866,585$354,453$5,717iApproximate average salary by contribution assumption: employee only about $142,925 at 4% or $95,283 at 6%; with 50% employer match about $95,283 at 4% or $63,522 at 6%; with 100% employer match about $71,462 at 4% or $47,642 at 6%.
Foundation for the Carolinas DC Plan-62$1,824,507$354,453$5,717iApproximate average salary by contribution assumption: employee only about $142,925 at 4% or $95,283 at 6%; with 50% employer match about $95,283 at 4% or $63,522 at 6%; with 100% employer match about $71,462 at 4% or $47,642 at 6%.
403B Thrift Plan of Foundation for the Carolinas-3$42,078$0-
200820$0$0-
403B Thrift Plan of Foundation for the Carolinas-0---
Foundation for the Carolinas DC Plan-0---
200720$0$0-
403B Thrift Plan of Foundation for the Carolinas-0---
Foundation for the Carolinas DC Plan-0---
200630$0$713,760-
Employee Benefit Plan of Foundation for the Carolinas-0-$713,760-
403B Thrift Plan of Foundation for the Carolinas-0---
Foundation for the Carolinas DC Plan-0---
200531$653,957$0-
Employee Benefit Plan of Foundation for the Carolinas-1$653,957--
Foundation for the Carolinas DC Plan-0---
403B Thrift Plan of Foundation for the Carolinas-0---
200441$670,122$0-
Employee Benefit Plan of Foundation for the Carolinas-1$670,122--
FOUNDATION FOR THE CAROLINAS TAX DEFERRED ANNUITY PLAN-0---
403B Thrift Plan of Foundation for the Carolinas-0---
Foundation for the Carolinas DC Plan-0---
200341$656,473$0-
Employee Benefit Plan of Foundation for the Carolinas-1$656,473--
FOUNDATION FOR THE CAROLINAS TAX DEFERRED ANNUITY PLAN-0---
Foundation for the Carolinas DC Plan-0---
403B Thrift Plan of Foundation for the Carolinas-0---
2002239$551,736$190,433$4,883iApproximate average salary by contribution assumption: employee only about $122,072 at 4% or $81,382 at 6%; with 50% employer match about $81,382 at 4% or $54,254 at 6%; with 100% employer match about $61,036 at 4% or $40,691 at 6%.
Employee Benefit Plan of Foundation for the Carolinas-39$551,736$190,433$4,883iApproximate average salary by contribution assumption: employee only about $122,072 at 4% or $81,382 at 6%; with 50% employer match about $81,382 at 4% or $54,254 at 6%; with 100% employer match about $61,036 at 4% or $40,691 at 6%.
403B Thrift Plan of Foundation for the Carolinas-0---
2001238$0$0-
403B Thrift Plan of Foundation for the Carolinas-0---
Employee Benefit Plan of Foundation for the Carolinas-38---
2000238$0$0-
403B Thrift Plan of Foundation for the Carolinas-0---
Employee Benefit Plan of Foundation for the Carolinas-38---
19992531$822,247$186,134$351iApproximate average salary by contribution assumption: employee only about $8,763 at 4% or $5,842 at 6%; with 50% employer match about $5,842 at 4% or $3,895 at 6%; with 100% employer match about $4,382 at 4% or $2,921 at 6%.
Employee Benefit Plan of Foundation for the Carolinas-531$822,247$186,134$351iApproximate average salary by contribution assumption: employee only about $8,763 at 4% or $5,842 at 6%; with 50% employer match about $5,842 at 4% or $3,895 at 6%; with 100% employer match about $4,382 at 4% or $2,921 at 6%.
403B Thrift Plan of Foundation for the Carolinas-0---