Civic Intelligence

James R. Worrell Inc. General Agency

Plan context: James R. Worrell General Agency 401K Profit Sharing Plan

EIN 57-0743546 • Charlotte, NC • 26 filings • 4 plans

6235 Carnegie BlvdCharlotte, NC 28211
Current Snapshot

Latest Year

2024

2024 Participants

47

2024 Assets

$2,397,541

2024 Contributions

$231,556

Historical Graphs

Total Assets Over Time

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

$2,679,355$1,339,678$0199920122024YearValue
$2,397,541Latest year 2024

Participants Over Time

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

51260199920122024YearValue
47Latest 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
2024147$2,397,541$231,556$4,927iApproximate average salary by contribution assumption: employee only about $123,168 at 4% or $82,112 at 6%; with 50% employer match about $82,112 at 4% or $54,741 at 6%; with 100% employer match about $61,584 at 4% or $41,056 at 6%.
James R. Worrell General Agency 401K Profit Sharing Plan-47$2,397,541$231,556$4,927iApproximate average salary by contribution assumption: employee only about $123,168 at 4% or $82,112 at 6%; with 50% employer match about $82,112 at 4% or $54,741 at 6%; with 100% employer match about $61,584 at 4% or $41,056 at 6%.
2023149$2,679,355$213,218$4,351iApproximate average salary by contribution assumption: employee only about $108,785 at 4% or $72,523 at 6%; with 50% employer match about $72,523 at 4% or $48,349 at 6%; with 100% employer match about $54,392 at 4% or $36,262 at 6%.
James R. Worrell General Agency 401K Profit Sharing Plan-49$2,679,355$213,218$4,351iApproximate average salary by contribution assumption: employee only about $108,785 at 4% or $72,523 at 6%; with 50% employer match about $72,523 at 4% or $48,349 at 6%; with 100% employer match about $54,392 at 4% or $36,262 at 6%.
2022145$2,191,022$215,964$4,799iApproximate average salary by contribution assumption: employee only about $119,980 at 4% or $79,987 at 6%; with 50% employer match about $79,987 at 4% or $53,324 at 6%; with 100% employer match about $59,990 at 4% or $39,993 at 6%.
James R. Worrell General Agency 401K Profit Sharing Plan-45$2,191,022$215,964$4,799iApproximate average salary by contribution assumption: employee only about $119,980 at 4% or $79,987 at 6%; with 50% employer match about $79,987 at 4% or $53,324 at 6%; with 100% employer match about $59,990 at 4% or $39,993 at 6%.
2021145$2,534,987$186,591$4,146iApproximate average salary by contribution assumption: employee only about $103,662 at 4% or $69,108 at 6%; with 50% employer match about $69,108 at 4% or $46,072 at 6%; with 100% employer match about $51,831 at 4% or $34,554 at 6%.
James R. Worrell General Agency 401K Profit Sharing Plan-45$2,534,987$186,591$4,146iApproximate average salary by contribution assumption: employee only about $103,662 at 4% or $69,108 at 6%; with 50% employer match about $69,108 at 4% or $46,072 at 6%; with 100% employer match about $51,831 at 4% or $34,554 at 6%.
2020151$2,060,899$171,630$3,365iApproximate average salary by contribution assumption: employee only about $84,132 at 4% or $56,088 at 6%; with 50% employer match about $56,088 at 4% or $37,392 at 6%; with 100% employer match about $42,066 at 4% or $28,044 at 6%.
James R. Worrell General Agency 401K Profit Sharing Plan-51$2,060,899$171,630$3,365iApproximate average salary by contribution assumption: employee only about $84,132 at 4% or $56,088 at 6%; with 50% employer match about $56,088 at 4% or $37,392 at 6%; with 100% employer match about $42,066 at 4% or $28,044 at 6%.
2019146$1,587,016$160,408$3,487iApproximate average salary by contribution assumption: employee only about $87,178 at 4% or $58,119 at 6%; with 50% employer match about $58,119 at 4% or $38,746 at 6%; with 100% employer match about $43,589 at 4% or $29,059 at 6%.
James R. Worrell General Agency 401K Profit Sharing Plan-46$1,587,016$160,408$3,487iApproximate average salary by contribution assumption: employee only about $87,178 at 4% or $58,119 at 6%; with 50% employer match about $58,119 at 4% or $38,746 at 6%; with 100% employer match about $43,589 at 4% or $29,059 at 6%.
2018143$1,147,250$144,744$3,366iApproximate average salary by contribution assumption: employee only about $84,153 at 4% or $56,102 at 6%; with 50% employer match about $56,102 at 4% or $37,402 at 6%; with 100% employer match about $42,077 at 4% or $28,051 at 6%.
James R. Worrell General Agency 401K Profit Sharing Plan-43$1,147,250$144,744$3,366iApproximate average salary by contribution assumption: employee only about $84,153 at 4% or $56,102 at 6%; with 50% employer match about $56,102 at 4% or $37,402 at 6%; with 100% employer match about $42,077 at 4% or $28,051 at 6%.
2017137$1,216,123$131,006$3,541iApproximate average salary by contribution assumption: employee only about $88,518 at 4% or $59,012 at 6%; with 50% employer match about $59,012 at 4% or $39,341 at 6%; with 100% employer match about $44,259 at 4% or $29,506 at 6%.
James R. Worrell General Agency 401K Profit Sharing Plan-37$1,216,123$131,006$3,541iApproximate average salary by contribution assumption: employee only about $88,518 at 4% or $59,012 at 6%; with 50% employer match about $59,012 at 4% or $39,341 at 6%; with 100% employer match about $44,259 at 4% or $29,506 at 6%.
2016134$906,392$150,045$4,413iApproximate average salary by contribution assumption: employee only about $110,327 at 4% or $73,551 at 6%; with 50% employer match about $73,551 at 4% or $49,034 at 6%; with 100% employer match about $55,164 at 4% or $36,776 at 6%.
James R. Worrell General Agency 401K Profit Sharing Plan-34$906,392$150,045$4,413iApproximate average salary by contribution assumption: employee only about $110,327 at 4% or $73,551 at 6%; with 50% employer match about $73,551 at 4% or $49,034 at 6%; with 100% employer match about $55,164 at 4% or $36,776 at 6%.
2015130$731,335$118,563$3,952iApproximate average salary by contribution assumption: employee only about $98,803 at 4% or $65,868 at 6%; with 50% employer match about $65,868 at 4% or $43,912 at 6%; with 100% employer match about $49,401 at 4% or $32,934 at 6%.
James R. Worrell General Agency 401K Profit Sharing Plan-30$731,335$118,563$3,952iApproximate average salary by contribution assumption: employee only about $98,803 at 4% or $65,868 at 6%; with 50% employer match about $65,868 at 4% or $43,912 at 6%; with 100% employer match about $49,401 at 4% or $32,934 at 6%.
2014129$619,843$92,942$3,205iApproximate average salary by contribution assumption: employee only about $80,122 at 4% or $53,415 at 6%; with 50% employer match about $53,415 at 4% or $35,610 at 6%; with 100% employer match about $40,061 at 4% or $26,707 at 6%.
James R. Worrell General Agency 401K Profit Sharing Plan-29$619,843$92,942$3,205iApproximate average salary by contribution assumption: employee only about $80,122 at 4% or $53,415 at 6%; with 50% employer match about $53,415 at 4% or $35,610 at 6%; with 100% employer match about $40,061 at 4% or $26,707 at 6%.
2013129$579,194$85,885$2,962iApproximate average salary by contribution assumption: employee only about $74,039 at 4% or $49,359 at 6%; with 50% employer match about $49,359 at 4% or $32,906 at 6%; with 100% employer match about $37,019 at 4% or $24,680 at 6%.
James R. Worrell General Agency 401K Profit Sharing Plan-29$579,194$85,885$2,962iApproximate average salary by contribution assumption: employee only about $74,039 at 4% or $49,359 at 6%; with 50% employer match about $49,359 at 4% or $32,906 at 6%; with 100% employer match about $37,019 at 4% or $24,680 at 6%.
2012129$690,717$121,910$4,204iApproximate average salary by contribution assumption: employee only about $105,095 at 4% or $70,063 at 6%; with 50% employer match about $70,063 at 4% or $46,709 at 6%; with 100% employer match about $52,547 at 4% or $35,032 at 6%.
James R. Worrell General Agency 401K Profit Sharing Plan-29$690,717$121,910$4,204iApproximate average salary by contribution assumption: employee only about $105,095 at 4% or $70,063 at 6%; with 50% employer match about $70,063 at 4% or $46,709 at 6%; with 100% employer match about $52,547 at 4% or $35,032 at 6%.
2011141$1,939,826$150,863$3,680iApproximate average salary by contribution assumption: employee only about $91,990 at 4% or $61,326 at 6%; with 50% employer match about $61,326 at 4% or $40,884 at 6%; with 100% employer match about $45,995 at 4% or $30,663 at 6%.
James R. Worrell General Agency 401K Profit Sharing Plan-41$1,939,826$150,863$3,680iApproximate average salary by contribution assumption: employee only about $91,990 at 4% or $61,326 at 6%; with 50% employer match about $61,326 at 4% or $40,884 at 6%; with 100% employer match about $45,995 at 4% or $30,663 at 6%.
2010141$1,863,705$164,730$4,018iApproximate average salary by contribution assumption: employee only about $100,445 at 4% or $66,963 at 6%; with 50% employer match about $66,963 at 4% or $44,642 at 6%; with 100% employer match about $50,223 at 4% or $33,482 at 6%.
James R. Worrell General Agency 401K Profit Sharing Plan-41$1,863,705$164,730$4,018iApproximate average salary by contribution assumption: employee only about $100,445 at 4% or $66,963 at 6%; with 50% employer match about $66,963 at 4% or $44,642 at 6%; with 100% employer match about $50,223 at 4% or $33,482 at 6%.
2009137$1,829,878$113,362$3,064iApproximate average salary by contribution assumption: employee only about $76,596 at 4% or $51,064 at 6%; with 50% employer match about $51,064 at 4% or $34,043 at 6%; with 100% employer match about $38,298 at 4% or $25,532 at 6%.
James R. Worrell General Agency 401K Profit Sharing Plan-37$1,829,878$113,362$3,064iApproximate average salary by contribution assumption: employee only about $76,596 at 4% or $51,064 at 6%; with 50% employer match about $51,064 at 4% or $34,043 at 6%; with 100% employer match about $38,298 at 4% or $25,532 at 6%.
2008129$1,418,323$194,802$6,717iApproximate average salary by contribution assumption: employee only about $167,933 at 4% or $111,955 at 6%; with 50% employer match about $111,955 at 4% or $74,637 at 6%; with 100% employer match about $83,966 at 4% or $55,978 at 6%.
James R. Worrell General Agency 401K Profit Sharing Plan-29$1,418,323$194,802$6,717iApproximate average salary by contribution assumption: employee only about $167,933 at 4% or $111,955 at 6%; with 50% employer match about $111,955 at 4% or $74,637 at 6%; with 100% employer match about $83,966 at 4% or $55,978 at 6%.
2007131$2,287,846$222,038$7,163iApproximate average salary by contribution assumption: employee only about $179,063 at 4% or $119,375 at 6%; with 50% employer match about $119,375 at 4% or $79,584 at 6%; with 100% employer match about $89,531 at 4% or $59,688 at 6%.
James R. Worrell General Agency 401K Profit Sharing Plan-31$2,287,846$222,038$7,163iApproximate average salary by contribution assumption: employee only about $179,063 at 4% or $119,375 at 6%; with 50% employer match about $119,375 at 4% or $79,584 at 6%; with 100% employer match about $89,531 at 4% or $59,688 at 6%.
2006125$1,957,129$187,515$7,501iApproximate average salary by contribution assumption: employee only about $187,515 at 4% or $125,010 at 6%; with 50% employer match about $125,010 at 4% or $83,340 at 6%; with 100% employer match about $93,758 at 4% or $62,505 at 6%.
James R. Worrell General Agency 401K Profit Sharing Plan-25$1,957,129$187,515$7,501iApproximate average salary by contribution assumption: employee only about $187,515 at 4% or $125,010 at 6%; with 50% employer match about $125,010 at 4% or $83,340 at 6%; with 100% employer match about $93,758 at 4% or $62,505 at 6%.
2005120$1,643,102$187,908$9,395iApproximate average salary by contribution assumption: employee only about $234,885 at 4% or $156,590 at 6%; with 50% employer match about $156,590 at 4% or $104,393 at 6%; with 100% employer match about $117,443 at 4% or $78,295 at 6%.
James R. Worrell General Agency 401K Profit Sharing Plan-20$1,643,102$187,908$9,395iApproximate average salary by contribution assumption: employee only about $234,885 at 4% or $156,590 at 6%; with 50% employer match about $156,590 at 4% or $104,393 at 6%; with 100% employer match about $117,443 at 4% or $78,295 at 6%.
2004122$1,389,347$170,365$7,744iApproximate average salary by contribution assumption: employee only about $193,597 at 4% or $129,064 at 6%; with 50% employer match about $129,064 at 4% or $86,043 at 6%; with 100% employer match about $96,798 at 4% or $64,532 at 6%.
James R. Worrell General Agency 401K Profit Sharing Plan-22$1,389,347$170,365$7,744iApproximate average salary by contribution assumption: employee only about $193,597 at 4% or $129,064 at 6%; with 50% employer match about $129,064 at 4% or $86,043 at 6%; with 100% employer match about $96,798 at 4% or $64,532 at 6%.
2003119$1,094,773$140,057$7,371iApproximate average salary by contribution assumption: employee only about $184,286 at 4% or $122,857 at 6%; with 50% employer match about $122,857 at 4% or $81,905 at 6%; with 100% employer match about $92,143 at 4% or $61,429 at 6%.
James R. Worrell General Agency 401K Profit Sharing Plan-19$1,094,773$140,057$7,371iApproximate average salary by contribution assumption: employee only about $184,286 at 4% or $122,857 at 6%; with 50% employer match about $122,857 at 4% or $81,905 at 6%; with 100% employer match about $92,143 at 4% or $61,429 at 6%.
2002116$818,223$62,878$3,930iApproximate average salary by contribution assumption: employee only about $98,247 at 4% or $65,498 at 6%; with 50% employer match about $65,498 at 4% or $43,665 at 6%; with 100% employer match about $49,123 at 4% or $32,749 at 6%.
James R. Worrell General Agency 401K Profit Sharing Plan-16$818,223$62,878$3,930iApproximate average salary by contribution assumption: employee only about $98,247 at 4% or $65,498 at 6%; with 50% employer match about $65,498 at 4% or $43,665 at 6%; with 100% employer match about $49,123 at 4% or $32,749 at 6%.
2001120$0$0-
James R. Worrell General Agency 401K Profit Sharing Plan-20---
2000115$691,781$87,437$5,829iApproximate average salary by contribution assumption: employee only about $145,728 at 4% or $97,152 at 6%; with 50% employer match about $97,152 at 4% or $64,768 at 6%; with 100% employer match about $72,864 at 4% or $48,576 at 6%.
James R. Worrell General Agency 401K Profit Sharing Plan-15$691,781$87,437$5,829iApproximate average salary by contribution assumption: employee only about $145,728 at 4% or $97,152 at 6%; with 50% employer match about $97,152 at 4% or $64,768 at 6%; with 100% employer match about $72,864 at 4% or $48,576 at 6%.
1999111$679,831$80,088$7,281iApproximate average salary by contribution assumption: employee only about $182,018 at 4% or $121,345 at 6%; with 50% employer match about $121,345 at 4% or $80,897 at 6%; with 100% employer match about $91,009 at 4% or $60,673 at 6%.
James R. Worrell General Agency 401K Profit Sharing Plan-11$679,831$80,088$7,281iApproximate average salary by contribution assumption: employee only about $182,018 at 4% or $121,345 at 6%; with 50% employer match about $121,345 at 4% or $80,897 at 6%; with 100% employer match about $91,009 at 4% or $60,673 at 6%.