Connor & Associates Inc.
Plan context: Connor & Associates Inc. 401K Profit-Sharing Plan
EIN 57-0888952 • Bluffton, SC • 27 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
27
2024 Assets
$5,245,016
2024 Contributions
$344,989
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 | 27 | $5,245,016 | $344,989 | $12,777iApproximate average salary by contribution assumption: employee only about $319,434 at 4% or $212,956 at 6%; with 50% employer match about $212,956 at 4% or $141,971 at 6%; with 100% employer match about $159,717 at 4% or $106,478 at 6%. |
| Connor & Associates Inc. 401K Profit-Sharing Plan | - | 27 | $5,245,016 | $344,989 | $12,777iApproximate average salary by contribution assumption: employee only about $319,434 at 4% or $212,956 at 6%; with 50% employer match about $212,956 at 4% or $141,971 at 6%; with 100% employer match about $159,717 at 4% or $106,478 at 6%. |
| 2023 | 1 | 29 | $4,304,926 | $318,328 | $10,977iApproximate average salary by contribution assumption: employee only about $274,421 at 4% or $182,947 at 6%; with 50% employer match about $182,947 at 4% or $121,965 at 6%; with 100% employer match about $137,210 at 4% or $91,474 at 6%. |
| Connor & Associates Inc. 401K Profit-Sharing Plan | - | 29 | $4,304,926 | $318,328 | $10,977iApproximate average salary by contribution assumption: employee only about $274,421 at 4% or $182,947 at 6%; with 50% employer match about $182,947 at 4% or $121,965 at 6%; with 100% employer match about $137,210 at 4% or $91,474 at 6%. |
| 2022 | 1 | 21 | $3,361,244 | $246,605 | $11,743iApproximate average salary by contribution assumption: employee only about $293,577 at 4% or $195,718 at 6%; with 50% employer match about $195,718 at 4% or $130,479 at 6%; with 100% employer match about $146,789 at 4% or $97,859 at 6%. |
| Connor & Associates Inc. 401K Profit-Sharing Plan | - | 21 | $3,361,244 | $246,605 | $11,743iApproximate average salary by contribution assumption: employee only about $293,577 at 4% or $195,718 at 6%; with 50% employer match about $195,718 at 4% or $130,479 at 6%; with 100% employer match about $146,789 at 4% or $97,859 at 6%. |
| 2021 | 1 | 20 | $3,865,247 | $216,102 | $10,805iApproximate average salary by contribution assumption: employee only about $270,128 at 4% or $180,085 at 6%; with 50% employer match about $180,085 at 4% or $120,057 at 6%; with 100% employer match about $135,064 at 4% or $90,043 at 6%. |
| Connor & Associates Inc. 401K Profit-Sharing Plan | - | 20 | $3,865,247 | $216,102 | $10,805iApproximate average salary by contribution assumption: employee only about $270,128 at 4% or $180,085 at 6%; with 50% employer match about $180,085 at 4% or $120,057 at 6%; with 100% employer match about $135,064 at 4% or $90,043 at 6%. |
| 2020 | 1 | 17 | $3,145,709 | $338,149 | $19,891iApproximate average salary by contribution assumption: employee only about $497,278 at 4% or $331,519 at 6%; with 50% employer match about $331,519 at 4% or $221,012 at 6%; with 100% employer match about $248,639 at 4% or $165,759 at 6%. |
| Connor & Associates Inc. 401K Profit-Sharing Plan | - | 17 | $3,145,709 | $338,149 | $19,891iApproximate average salary by contribution assumption: employee only about $497,278 at 4% or $331,519 at 6%; with 50% employer match about $331,519 at 4% or $221,012 at 6%; with 100% employer match about $248,639 at 4% or $165,759 at 6%. |
| 2019 | 1 | 21 | $2,460,960 | $216,828 | $10,325iApproximate average salary by contribution assumption: employee only about $258,129 at 4% or $172,086 at 6%; with 50% employer match about $172,086 at 4% or $114,724 at 6%; with 100% employer match about $129,064 at 4% or $86,043 at 6%. |
| Connor & Associates Inc. 401K Profit-Sharing Plan | - | 21 | $2,460,960 | $216,828 | $10,325iApproximate average salary by contribution assumption: employee only about $258,129 at 4% or $172,086 at 6%; with 50% employer match about $172,086 at 4% or $114,724 at 6%; with 100% employer match about $129,064 at 4% or $86,043 at 6%. |
| 2018 | 1 | 20 | $2,038,692 | $245,118 | $12,256iApproximate average salary by contribution assumption: employee only about $306,398 at 4% or $204,265 at 6%; with 50% employer match about $204,265 at 4% or $136,177 at 6%; with 100% employer match about $153,199 at 4% or $102,133 at 6%. |
| Connor & Associates Inc. 401K Profit-Sharing Plan | - | 20 | $2,038,692 | $245,118 | $12,256iApproximate average salary by contribution assumption: employee only about $306,398 at 4% or $204,265 at 6%; with 50% employer match about $204,265 at 4% or $136,177 at 6%; with 100% employer match about $153,199 at 4% or $102,133 at 6%. |
| 2017 | 1 | 18 | $2,030,692 | $166,307 | $9,239iApproximate average salary by contribution assumption: employee only about $230,982 at 4% or $153,988 at 6%; with 50% employer match about $153,988 at 4% or $102,659 at 6%; with 100% employer match about $115,491 at 4% or $76,994 at 6%. |
| Connor & Associates Inc. 401K Profit-Sharing Plan | - | 18 | $2,030,692 | $166,307 | $9,239iApproximate average salary by contribution assumption: employee only about $230,982 at 4% or $153,988 at 6%; with 50% employer match about $153,988 at 4% or $102,659 at 6%; with 100% employer match about $115,491 at 4% or $76,994 at 6%. |
| 2016 | 1 | 18 | $1,597,816 | $151,710 | $8,428iApproximate average salary by contribution assumption: employee only about $210,708 at 4% or $140,472 at 6%; with 50% employer match about $140,472 at 4% or $93,648 at 6%; with 100% employer match about $105,354 at 4% or $70,236 at 6%. |
| Connor & Associates Inc. 401K Profit-Sharing Plan | - | 18 | $1,597,816 | $151,710 | $8,428iApproximate average salary by contribution assumption: employee only about $210,708 at 4% or $140,472 at 6%; with 50% employer match about $140,472 at 4% or $93,648 at 6%; with 100% employer match about $105,354 at 4% or $70,236 at 6%. |
| 2015 | 2 | 18 | $2,640,882 | $276,670 | $15,371iApproximate average salary by contribution assumption: employee only about $384,264 at 4% or $256,176 at 6%; with 50% employer match about $256,176 at 4% or $170,784 at 6%; with 100% employer match about $192,132 at 4% or $128,088 at 6%. |
| WARD EDWARDS 401(K) PROFIT SHARING PLAN | - | 18 | $1,320,441 | $138,335 | $7,685iApproximate average salary by contribution assumption: employee only about $192,132 at 4% or $128,088 at 6%; with 50% employer match about $128,088 at 4% or $85,392 at 6%; with 100% employer match about $96,066 at 4% or $64,044 at 6%. |
| Connor & Associates Inc. 401K Profit-Sharing Plan | - | 18 | $1,320,441 | $138,335 | $7,685iApproximate average salary by contribution assumption: employee only about $192,132 at 4% or $128,088 at 6%; with 50% employer match about $128,088 at 4% or $85,392 at 6%; with 100% employer match about $96,066 at 4% or $64,044 at 6%. |
| 2014 | 1 | 18 | $1,442,882 | $104,759 | $5,820iApproximate average salary by contribution assumption: employee only about $145,499 at 4% or $96,999 at 6%; with 50% employer match about $96,999 at 4% or $64,666 at 6%; with 100% employer match about $72,749 at 4% or $48,500 at 6%. |
| Connor & Associates Inc. 401K Profit-Sharing Plan | - | 18 | $1,442,882 | $104,759 | $5,820iApproximate average salary by contribution assumption: employee only about $145,499 at 4% or $96,999 at 6%; with 50% employer match about $96,999 at 4% or $64,666 at 6%; with 100% employer match about $72,749 at 4% or $48,500 at 6%. |
| 2013 | 1 | 16 | $1,454,643 | $24,423 | $1,526iApproximate average salary by contribution assumption: employee only about $38,161 at 4% or $25,441 at 6%; with 50% employer match about $25,441 at 4% or $16,960 at 6%; with 100% employer match about $19,080 at 4% or $12,720 at 6%. |
| WARD EDWARDS 401(K) PROFIT SHARING PLAN | - | 16 | $1,454,643 | $24,423 | $1,526iApproximate average salary by contribution assumption: employee only about $38,161 at 4% or $25,441 at 6%; with 50% employer match about $25,441 at 4% or $16,960 at 6%; with 100% employer match about $19,080 at 4% or $12,720 at 6%. |
| 2012 | 1 | 18 | $1,306,899 | $21,034 | $1,169iApproximate average salary by contribution assumption: employee only about $29,214 at 4% or $19,476 at 6%; with 50% employer match about $19,476 at 4% or $12,984 at 6%; with 100% employer match about $14,607 at 4% or $9,738 at 6%. |
| WARD EDWARDS 401(K) PROFIT SHARING PLAN | - | 18 | $1,306,899 | $21,034 | $1,169iApproximate average salary by contribution assumption: employee only about $29,214 at 4% or $19,476 at 6%; with 50% employer match about $19,476 at 4% or $12,984 at 6%; with 100% employer match about $14,607 at 4% or $9,738 at 6%. |
| 2011 | 1 | 21 | $1,207,727 | $31,091 | $1,481iApproximate average salary by contribution assumption: employee only about $37,013 at 4% or $24,675 at 6%; with 50% employer match about $24,675 at 4% or $16,450 at 6%; with 100% employer match about $18,507 at 4% or $12,338 at 6%. |
| WARD EDWARDS 401(K) PROFIT SHARING PLAN | - | 21 | $1,207,727 | $31,091 | $1,481iApproximate average salary by contribution assumption: employee only about $37,013 at 4% or $24,675 at 6%; with 50% employer match about $24,675 at 4% or $16,450 at 6%; with 100% employer match about $18,507 at 4% or $12,338 at 6%. |
| 2010 | 1 | 24 | $1,440,500 | $33,628 | $1,401iApproximate average salary by contribution assumption: employee only about $35,029 at 4% or $23,353 at 6%; with 50% employer match about $23,353 at 4% or $15,569 at 6%; with 100% employer match about $17,515 at 4% or $11,676 at 6%. |
| WARD EDWARDS 401(K) PROFIT SHARING PLAN | - | 24 | $1,440,500 | $33,628 | $1,401iApproximate average salary by contribution assumption: employee only about $35,029 at 4% or $23,353 at 6%; with 50% employer match about $23,353 at 4% or $15,569 at 6%; with 100% employer match about $17,515 at 4% or $11,676 at 6%. |
| 2009 | 1 | 26 | $1,357,864 | $23,352 | $898iApproximate average salary by contribution assumption: employee only about $22,454 at 4% or $14,969 at 6%; with 50% employer match about $14,969 at 4% or $9,979 at 6%; with 100% employer match about $11,227 at 4% or $7,485 at 6%. |
| WARD EDWARDS 401(K) PROFIT SHARING PLAN | - | 26 | $1,357,864 | $23,352 | $898iApproximate average salary by contribution assumption: employee only about $22,454 at 4% or $14,969 at 6%; with 50% employer match about $14,969 at 4% or $9,979 at 6%; with 100% employer match about $11,227 at 4% or $7,485 at 6%. |
| 2008 | 1 | 20 | $1,154,804 | $209,956 | $10,498iApproximate average salary by contribution assumption: employee only about $262,445 at 4% or $174,963 at 6%; with 50% employer match about $174,963 at 4% or $116,642 at 6%; with 100% employer match about $131,223 at 4% or $87,482 at 6%. |
| WARD EDWARDS 401K PROFIT SHARING PLAN | - | 20 | $1,154,804 | $209,956 | $10,498iApproximate average salary by contribution assumption: employee only about $262,445 at 4% or $174,963 at 6%; with 50% employer match about $174,963 at 4% or $116,642 at 6%; with 100% employer match about $131,223 at 4% or $87,482 at 6%. |
| 2007 | 1 | 51 | $1,946,273 | $294,697 | $5,778iApproximate average salary by contribution assumption: employee only about $144,459 at 4% or $96,306 at 6%; with 50% employer match about $96,306 at 4% or $64,204 at 6%; with 100% employer match about $72,230 at 4% or $48,153 at 6%. |
| WARD EDWARDS 401K PROFIT SHARING PLAN | - | 51 | $1,946,273 | $294,697 | $5,778iApproximate average salary by contribution assumption: employee only about $144,459 at 4% or $96,306 at 6%; with 50% employer match about $96,306 at 4% or $64,204 at 6%; with 100% employer match about $72,230 at 4% or $48,153 at 6%. |
| 2006 | 1 | 54 | $1,675,881 | $341,495 | $6,324iApproximate average salary by contribution assumption: employee only about $158,100 at 4% or $105,400 at 6%; with 50% employer match about $105,400 at 4% or $70,266 at 6%; with 100% employer match about $79,050 at 4% or $52,700 at 6%. |
| WARD EDWARDS 401K PROFIT SHARING PLAN | - | 54 | $1,675,881 | $341,495 | $6,324iApproximate average salary by contribution assumption: employee only about $158,100 at 4% or $105,400 at 6%; with 50% employer match about $105,400 at 4% or $70,266 at 6%; with 100% employer match about $79,050 at 4% or $52,700 at 6%. |
| 2005 | 1 | 45 | $1,251,790 | $254,398 | $5,653iApproximate average salary by contribution assumption: employee only about $141,332 at 4% or $94,221 at 6%; with 50% employer match about $94,221 at 4% or $62,814 at 6%; with 100% employer match about $70,666 at 4% or $47,111 at 6%. |
| WARD EDWARDS 401K PROFIT SHARING PLAN | - | 45 | $1,251,790 | $254,398 | $5,653iApproximate average salary by contribution assumption: employee only about $141,332 at 4% or $94,221 at 6%; with 50% employer match about $94,221 at 4% or $62,814 at 6%; with 100% employer match about $70,666 at 4% or $47,111 at 6%. |
| 2004 | 1 | 43 | $1,036,694 | $194,293 | $4,518iApproximate average salary by contribution assumption: employee only about $112,961 at 4% or $75,307 at 6%; with 50% employer match about $75,307 at 4% or $50,205 at 6%; with 100% employer match about $56,481 at 4% or $37,654 at 6%. |
| WARD EDWARDS 401K PROFIT SHARING PLAN | - | 43 | $1,036,694 | $194,293 | $4,518iApproximate average salary by contribution assumption: employee only about $112,961 at 4% or $75,307 at 6%; with 50% employer match about $75,307 at 4% or $50,205 at 6%; with 100% employer match about $56,481 at 4% or $37,654 at 6%. |
| 2003 | 1 | 44 | $812,430 | $254,455 | $5,783iApproximate average salary by contribution assumption: employee only about $144,577 at 4% or $96,384 at 6%; with 50% employer match about $96,384 at 4% or $64,256 at 6%; with 100% employer match about $72,288 at 4% or $48,192 at 6%. |
| Connor & Associates Inc. 401K Profit-Sharing Plan | - | 44 | $812,430 | $254,455 | $5,783iApproximate average salary by contribution assumption: employee only about $144,577 at 4% or $96,384 at 6%; with 50% employer match about $96,384 at 4% or $64,256 at 6%; with 100% employer match about $72,288 at 4% or $48,192 at 6%. |
| 2002 | 1 | 41 | $561,883 | $162,267 | $3,958iApproximate average salary by contribution assumption: employee only about $98,943 at 4% or $65,962 at 6%; with 50% employer match about $65,962 at 4% or $43,975 at 6%; with 100% employer match about $49,472 at 4% or $32,981 at 6%. |
| Connor & Associates Inc. 401K Profit-Sharing Plan | - | 41 | $561,883 | $162,267 | $3,958iApproximate average salary by contribution assumption: employee only about $98,943 at 4% or $65,962 at 6%; with 50% employer match about $65,962 at 4% or $43,975 at 6%; with 100% employer match about $49,472 at 4% or $32,981 at 6%. |
| 2001 | 1 | 28 | $551,697 | $184,436 | $6,587iApproximate average salary by contribution assumption: employee only about $164,675 at 4% or $109,783 at 6%; with 50% employer match about $109,783 at 4% or $73,189 at 6%; with 100% employer match about $82,338 at 4% or $54,892 at 6%. |
| Connor & Associates Inc. 401K Profit-Sharing Plan | - | 28 | $551,697 | $184,436 | $6,587iApproximate average salary by contribution assumption: employee only about $164,675 at 4% or $109,783 at 6%; with 50% employer match about $109,783 at 4% or $73,189 at 6%; with 100% employer match about $82,338 at 4% or $54,892 at 6%. |
| 2000 | 1 | 21 | $524,762 | $155,107 | $7,386iApproximate average salary by contribution assumption: employee only about $184,651 at 4% or $123,101 at 6%; with 50% employer match about $123,101 at 4% or $82,067 at 6%; with 100% employer match about $92,326 at 4% or $61,550 at 6%. |
| Connor & Associates Inc. 401K Profit-Sharing Plan | - | 21 | $524,762 | $155,107 | $7,386iApproximate average salary by contribution assumption: employee only about $184,651 at 4% or $123,101 at 6%; with 50% employer match about $123,101 at 4% or $82,067 at 6%; with 100% employer match about $92,326 at 4% or $61,550 at 6%. |
| 1999 | 1 | 21 | $492,412 | $133,999 | $6,381iApproximate average salary by contribution assumption: employee only about $159,523 at 4% or $106,348 at 6%; with 50% employer match about $106,348 at 4% or $70,899 at 6%; with 100% employer match about $79,761 at 4% or $53,174 at 6%. |
| Connor & Associates Inc. 401K Profit-Sharing Plan | - | 21 | $492,412 | $133,999 | $6,381iApproximate average salary by contribution assumption: employee only about $159,523 at 4% or $106,348 at 6%; with 50% employer match about $106,348 at 4% or $70,899 at 6%; with 100% employer match about $79,761 at 4% or $53,174 at 6%. |