Culpepper and Associates Inc.
Plan context: Culpepper and Associates Inc. 401(K) Profit Sharing Plan
EIN 58-1385081 • Alpharetta, GA • 12 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
30
2024 Assets
$2,524,633
2024 Contributions
$577,926
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 | 30 | $2,524,633 | $577,926 | $19,264iApproximate average salary by contribution assumption: employee only about $481,605 at 4% or $321,070 at 6%; with 50% employer match about $321,070 at 4% or $214,047 at 6%; with 100% employer match about $240,803 at 4% or $160,535 at 6%. |
| Culpepper and Associates Inc. 401(K) Profit Sharing Plan | - | 30 | $2,524,633 | $577,926 | $19,264iApproximate average salary by contribution assumption: employee only about $481,605 at 4% or $321,070 at 6%; with 50% employer match about $321,070 at 4% or $214,047 at 6%; with 100% employer match about $240,803 at 4% or $160,535 at 6%. |
| 2023 | 2 | 28 | $1,654,142 | $1,170,470 | $41,803iApproximate average salary by contribution assumption: employee only about $1,045,063 at 4% or $696,708 at 6%; with 50% employer match about $696,708 at 4% or $464,472 at 6%; with 100% employer match about $522,531 at 4% or $348,354 at 6%. |
| Culpepper and Associates Inc. 401(K) Profit Sharing Plan | - | 28 | $1,654,142 | $700,105 | $25,004iApproximate average salary by contribution assumption: employee only about $625,094 at 4% or $416,729 at 6%; with 50% employer match about $416,729 at 4% or $277,819 at 6%; with 100% employer match about $312,547 at 4% or $208,365 at 6%. |
| CULPEPPER AND ASSOCIATES, INC. GCF BENEFIT PLAN | - | 0 | $0 | $470,365 | - |
| 2022 | 2 | 27 | $829,743 | $1,097,049 | $40,631iApproximate average salary by contribution assumption: employee only about $1,015,786 at 4% or $677,191 at 6%; with 50% employer match about $677,191 at 4% or $451,460 at 6%; with 100% employer match about $507,893 at 4% or $338,595 at 6%. |
| Culpepper and Associates Inc. 401(K) Profit Sharing Plan | - | 27 | $759,395 | $806,199 | $29,859iApproximate average salary by contribution assumption: employee only about $746,481 at 4% or $497,654 at 6%; with 50% employer match about $497,654 at 4% or $331,769 at 6%; with 100% employer match about $373,240 at 4% or $248,827 at 6%. |
| CULPEPPER AND ASSOCIATES, INC. GCF BENEFIT PLAN | - | 20 | $70,348 | $290,850 | $14,543iApproximate average salary by contribution assumption: employee only about $363,563 at 4% or $242,375 at 6%; with 50% employer match about $242,375 at 4% or $161,583 at 6%; with 100% employer match about $181,781 at 4% or $121,188 at 6%. |
| 2021 | 1 | 15 | $61,542 | $245,788 | $16,386iApproximate average salary by contribution assumption: employee only about $409,647 at 4% or $273,098 at 6%; with 50% employer match about $273,098 at 4% or $182,065 at 6%; with 100% employer match about $204,823 at 4% or $136,549 at 6%. |
| CULPEPPER AND ASSOCIATES, INC. GCF BENEFIT PLAN | - | 15 | $61,542 | $245,788 | $16,386iApproximate average salary by contribution assumption: employee only about $409,647 at 4% or $273,098 at 6%; with 50% employer match about $273,098 at 4% or $182,065 at 6%; with 100% employer match about $204,823 at 4% or $136,549 at 6%. |
| 2020 | 1 | 22 | $36,755 | $212,796 | $9,673iApproximate average salary by contribution assumption: employee only about $241,814 at 4% or $161,209 at 6%; with 50% employer match about $161,209 at 4% or $107,473 at 6%; with 100% employer match about $120,907 at 4% or $80,605 at 6%. |
| CULPEPPER AND ASSOCIATES, INC. GCF BENEFIT PLAN | - | 22 | $36,755 | $212,796 | $9,673iApproximate average salary by contribution assumption: employee only about $241,814 at 4% or $161,209 at 6%; with 50% employer match about $161,209 at 4% or $107,473 at 6%; with 100% employer match about $120,907 at 4% or $80,605 at 6%. |
| 2019 | 1 | 19 | $28,155 | $179,451 | $9,445iApproximate average salary by contribution assumption: employee only about $236,120 at 4% or $157,413 at 6%; with 50% employer match about $157,413 at 4% or $104,942 at 6%; with 100% employer match about $118,060 at 4% or $78,707 at 6%. |
| CULPEPPER AND ASSOCIATES, INC. GCF BENEFIT PLAN | - | 19 | $28,155 | $179,451 | $9,445iApproximate average salary by contribution assumption: employee only about $236,120 at 4% or $157,413 at 6%; with 50% employer match about $157,413 at 4% or $104,942 at 6%; with 100% employer match about $118,060 at 4% or $78,707 at 6%. |
| 2002 | 1 | 0 | $0 | $33,069 | - |
| Culpepper & Associates Inc. Cash or Deferred Retirement Plan | - | 0 | - | $33,069 | - |
| 2001 | 1 | 17 | $619,968 | $68,626 | $4,037iApproximate average salary by contribution assumption: employee only about $100,921 at 4% or $67,280 at 6%; with 50% employer match about $67,280 at 4% or $44,854 at 6%; with 100% employer match about $50,460 at 4% or $33,640 at 6%. |
| Culpepper & Associates Inc. Cash or Deferred Retirement Plan | - | 17 | $619,968 | $68,626 | $4,037iApproximate average salary by contribution assumption: employee only about $100,921 at 4% or $67,280 at 6%; with 50% employer match about $67,280 at 4% or $44,854 at 6%; with 100% employer match about $50,460 at 4% or $33,640 at 6%. |
| 2000 | 1 | 14 | $675,977 | $56,459 | $4,033iApproximate average salary by contribution assumption: employee only about $100,820 at 4% or $67,213 at 6%; with 50% employer match about $67,213 at 4% or $44,809 at 6%; with 100% employer match about $50,410 at 4% or $33,607 at 6%. |
| Culpepper & Associates Inc. Cash or Deferred Retirement Plan | - | 14 | $675,977 | $56,459 | $4,033iApproximate average salary by contribution assumption: employee only about $100,820 at 4% or $67,213 at 6%; with 50% employer match about $67,213 at 4% or $44,809 at 6%; with 100% employer match about $50,410 at 4% or $33,607 at 6%. |
| 1999 | 1 | 20 | $628,183 | $57,287 | $2,864iApproximate average salary by contribution assumption: employee only about $71,609 at 4% or $47,739 at 6%; with 50% employer match about $47,739 at 4% or $31,826 at 6%; with 100% employer match about $35,804 at 4% or $23,870 at 6%. |
| Culpepper & Associates Inc. Cash or Deferred Retirement Plan | - | 20 | $628,183 | $57,287 | $2,864iApproximate average salary by contribution assumption: employee only about $71,609 at 4% or $47,739 at 6%; with 50% employer match about $47,739 at 4% or $31,826 at 6%; with 100% employer match about $35,804 at 4% or $23,870 at 6%. |