Civic Intelligence

WILLIAM DOUGLAS MANAGEMENT, LLC

Plan context: WILLIAM DOUGLAS MANAGEMENT, INC. 401(K) PLAN

EIN 58-2667208 • Charlotte, NC • 9 filings • 1 plans

4523 Park RoadSuite 201ACharlotte, NC 28209
Current Snapshot

Latest Year

2025

2025 Participants

48

2025 Assets

$1,585,208

2025 Contributions

$310,102

Historical Graphs

Total Assets Over Time

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

$1,733,163$866,582$0201720212025YearValue
$1,585,208Latest year 2025

Participants Over Time

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

52260201720222025YearValue
48Latest year 2025

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
2025148$1,585,208$310,102$6,460iApproximate average salary by contribution assumption: employee only about $161,511 at 4% or $107,674 at 6%; with 50% employer match about $107,674 at 4% or $71,783 at 6%; with 100% employer match about $80,756 at 4% or $53,837 at 6%.
WILLIAM DOUGLAS MANAGEMENT, INC. 401(K) PLAN-48$1,585,208$310,102$6,460iApproximate average salary by contribution assumption: employee only about $161,511 at 4% or $107,674 at 6%; with 50% employer match about $107,674 at 4% or $71,783 at 6%; with 100% employer match about $80,756 at 4% or $53,837 at 6%.
2024152$1,733,163$369,429$7,104iApproximate average salary by contribution assumption: employee only about $177,610 at 4% or $118,407 at 6%; with 50% employer match about $118,407 at 4% or $78,938 at 6%; with 100% employer match about $88,805 at 4% or $59,203 at 6%.
WILLIAM DOUGLAS MANAGEMENT, INC. 401(K) PLAN-52$1,733,163$369,429$7,104iApproximate average salary by contribution assumption: employee only about $177,610 at 4% or $118,407 at 6%; with 50% employer match about $118,407 at 4% or $78,938 at 6%; with 100% employer match about $88,805 at 4% or $59,203 at 6%.
2023142$1,415,644$352,175$8,385iApproximate average salary by contribution assumption: employee only about $209,628 at 4% or $139,752 at 6%; with 50% employer match about $139,752 at 4% or $93,168 at 6%; with 100% employer match about $104,814 at 4% or $69,876 at 6%.
WILLIAM DOUGLAS MANAGEMENT, INC. 401(K) PLAN-42$1,415,644$352,175$8,385iApproximate average salary by contribution assumption: employee only about $209,628 at 4% or $139,752 at 6%; with 50% employer match about $139,752 at 4% or $93,168 at 6%; with 100% employer match about $104,814 at 4% or $69,876 at 6%.
2022152$1,189,997$381,064$7,328iApproximate average salary by contribution assumption: employee only about $183,204 at 4% or $122,136 at 6%; with 50% employer match about $122,136 at 4% or $81,424 at 6%; with 100% employer match about $91,602 at 4% or $61,068 at 6%.
WILLIAM DOUGLAS MANAGEMENT, INC. 401(K) PLAN-52$1,189,997$381,064$7,328iApproximate average salary by contribution assumption: employee only about $183,204 at 4% or $122,136 at 6%; with 50% employer match about $122,136 at 4% or $81,424 at 6%; with 100% employer match about $91,602 at 4% or $61,068 at 6%.
2021139$1,077,437$242,523$6,219iApproximate average salary by contribution assumption: employee only about $155,463 at 4% or $103,642 at 6%; with 50% employer match about $103,642 at 4% or $69,095 at 6%; with 100% employer match about $77,732 at 4% or $51,821 at 6%.
WILLIAM DOUGLAS MANAGEMENT, INC. 401(K) PLAN-39$1,077,437$242,523$6,219iApproximate average salary by contribution assumption: employee only about $155,463 at 4% or $103,642 at 6%; with 50% employer match about $103,642 at 4% or $69,095 at 6%; with 100% employer match about $77,732 at 4% or $51,821 at 6%.
2020141$906,955$191,119$4,661iApproximate average salary by contribution assumption: employee only about $116,536 at 4% or $77,691 at 6%; with 50% employer match about $77,691 at 4% or $51,794 at 6%; with 100% employer match about $58,268 at 4% or $38,845 at 6%.
WILLIAM DOUGLAS MANAGEMENT, INC. 401(K) PLAN-41$906,955$191,119$4,661iApproximate average salary by contribution assumption: employee only about $116,536 at 4% or $77,691 at 6%; with 50% employer match about $77,691 at 4% or $51,794 at 6%; with 100% employer match about $58,268 at 4% or $38,845 at 6%.
2019134$600,693$206,979$6,088iApproximate average salary by contribution assumption: employee only about $152,190 at 4% or $101,460 at 6%; with 50% employer match about $101,460 at 4% or $67,640 at 6%; with 100% employer match about $76,095 at 4% or $50,730 at 6%.
WILLIAM DOUGLAS MANAGEMENT, INC. 401(K) PLAN-34$600,693$206,979$6,088iApproximate average salary by contribution assumption: employee only about $152,190 at 4% or $101,460 at 6%; with 50% employer match about $101,460 at 4% or $67,640 at 6%; with 100% employer match about $76,095 at 4% or $50,730 at 6%.
201810$386,748$214,510-
WILLIAM DOUGLAS MANAGEMENT, INC. 401(K) PLAN-0$386,748$214,510-
2017125$45,742$44,937$1,797iApproximate average salary by contribution assumption: employee only about $44,937 at 4% or $29,958 at 6%; with 50% employer match about $29,958 at 4% or $19,972 at 6%; with 100% employer match about $22,469 at 4% or $14,979 at 6%.
WILLIAM DOUGLAS MANAGEMENT, INC. 401(K) PLAN-25$45,742$44,937$1,797iApproximate average salary by contribution assumption: employee only about $44,937 at 4% or $29,958 at 6%; with 50% employer match about $29,958 at 4% or $19,972 at 6%; with 100% employer match about $22,469 at 4% or $14,979 at 6%.