Civic Intelligence

Terry, Terry, & Stapleton, P.C.

Plan context: Terry, Terry & Stapleton PC. Profit Sharing Plan

EIN 62-1836766 • Morristown, TN • 21 filings • 4 plans

116 East Main StreetMorristown, TN 37814
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$4,378,361

2024 Contributions

$260,857

Historical Graphs

Total Assets Over Time

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

$4,378,361$2,189,181$0200420142024YearValue
$4,378,361Latest year 2024

Participants Over Time

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

1580200420142024YearValue
15Latest 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
2024115$4,378,361$260,857$17,390iApproximate average salary by contribution assumption: employee only about $434,762 at 4% or $289,841 at 6%; with 50% employer match about $289,841 at 4% or $193,227 at 6%; with 100% employer match about $217,381 at 4% or $144,921 at 6%.
Terry, Terry & Stapleton PC. Profit Sharing Plan-15$4,378,361$260,857$17,390iApproximate average salary by contribution assumption: employee only about $434,762 at 4% or $289,841 at 6%; with 50% employer match about $289,841 at 4% or $193,227 at 6%; with 100% employer match about $217,381 at 4% or $144,921 at 6%.
2023113$3,742,254$256,461$19,728iApproximate average salary by contribution assumption: employee only about $493,194 at 4% or $328,796 at 6%; with 50% employer match about $328,796 at 4% or $219,197 at 6%; with 100% employer match about $246,597 at 4% or $164,398 at 6%.
Terry, Terry & Stapleton PC. Profit Sharing Plan-13$3,742,254$256,461$19,728iApproximate average salary by contribution assumption: employee only about $493,194 at 4% or $328,796 at 6%; with 50% employer match about $328,796 at 4% or $219,197 at 6%; with 100% employer match about $246,597 at 4% or $164,398 at 6%.
2022113$2,965,305$238,455$18,343iApproximate average salary by contribution assumption: employee only about $458,567 at 4% or $305,712 at 6%; with 50% employer match about $305,712 at 4% or $203,808 at 6%; with 100% employer match about $229,284 at 4% or $152,856 at 6%.
Terry, Terry & Stapleton PC. Profit Sharing Plan-13$2,965,305$238,455$18,343iApproximate average salary by contribution assumption: employee only about $458,567 at 4% or $305,712 at 6%; with 50% employer match about $305,712 at 4% or $203,808 at 6%; with 100% employer match about $229,284 at 4% or $152,856 at 6%.
2021114$3,342,588$214,802$15,343iApproximate average salary by contribution assumption: employee only about $383,575 at 4% or $255,717 at 6%; with 50% employer match about $255,717 at 4% or $170,478 at 6%; with 100% employer match about $191,788 at 4% or $127,858 at 6%.
Terry, Terry & Stapleton PC. Profit Sharing Plan-14$3,342,588$214,802$15,343iApproximate average salary by contribution assumption: employee only about $383,575 at 4% or $255,717 at 6%; with 50% employer match about $255,717 at 4% or $170,478 at 6%; with 100% employer match about $191,788 at 4% or $127,858 at 6%.
2020114$2,834,862$205,673$14,691iApproximate average salary by contribution assumption: employee only about $367,273 at 4% or $244,849 at 6%; with 50% employer match about $244,849 at 4% or $163,233 at 6%; with 100% employer match about $183,637 at 4% or $122,424 at 6%.
Terry, Terry & Stapleton PC. Profit Sharing Plan-14$2,834,862$205,673$14,691iApproximate average salary by contribution assumption: employee only about $367,273 at 4% or $244,849 at 6%; with 50% employer match about $244,849 at 4% or $163,233 at 6%; with 100% employer match about $183,637 at 4% or $122,424 at 6%.
2019112$3,456,950$183,172$15,264iApproximate average salary by contribution assumption: employee only about $381,608 at 4% or $254,406 at 6%; with 50% employer match about $254,406 at 4% or $169,604 at 6%; with 100% employer match about $190,804 at 4% or $127,203 at 6%.
Terry, Terry & Stapleton PC. Profit Sharing Plan-12$3,456,950$183,172$15,264iApproximate average salary by contribution assumption: employee only about $381,608 at 4% or $254,406 at 6%; with 50% employer match about $254,406 at 4% or $169,604 at 6%; with 100% employer match about $190,804 at 4% or $127,203 at 6%.
2018111$2,964,421$176,654$16,059iApproximate average salary by contribution assumption: employee only about $401,486 at 4% or $267,658 at 6%; with 50% employer match about $267,658 at 4% or $178,438 at 6%; with 100% employer match about $200,743 at 4% or $133,829 at 6%.
Terry, Terry & Stapleton PC. Profit Sharing Plan-11$2,964,421$176,654$16,059iApproximate average salary by contribution assumption: employee only about $401,486 at 4% or $267,658 at 6%; with 50% employer match about $267,658 at 4% or $178,438 at 6%; with 100% employer match about $200,743 at 4% or $133,829 at 6%.
2017112$3,506,334$167,247$13,937iApproximate average salary by contribution assumption: employee only about $348,431 at 4% or $232,288 at 6%; with 50% employer match about $232,288 at 4% or $154,858 at 6%; with 100% employer match about $174,216 at 4% or $116,144 at 6%.
Terry, Terry & Stapleton PC. Profit Sharing Plan-12$3,506,334$167,247$13,937iApproximate average salary by contribution assumption: employee only about $348,431 at 4% or $232,288 at 6%; with 50% employer match about $232,288 at 4% or $154,858 at 6%; with 100% employer match about $174,216 at 4% or $116,144 at 6%.
2016113$2,901,630$202,003$15,539iApproximate average salary by contribution assumption: employee only about $388,467 at 4% or $258,978 at 6%; with 50% employer match about $258,978 at 4% or $172,652 at 6%; with 100% employer match about $194,234 at 4% or $129,489 at 6%.
Terry, Terry & Stapleton PC. Profit Sharing Plan-13$2,901,630$202,003$15,539iApproximate average salary by contribution assumption: employee only about $388,467 at 4% or $258,978 at 6%; with 50% employer match about $258,978 at 4% or $172,652 at 6%; with 100% employer match about $194,234 at 4% or $129,489 at 6%.
2015112$3,318,369$166,626$13,886iApproximate average salary by contribution assumption: employee only about $347,138 at 4% or $231,425 at 6%; with 50% employer match about $231,425 at 4% or $154,283 at 6%; with 100% employer match about $173,569 at 4% or $115,713 at 6%.
Terry, Terry & Stapleton PC. Profit Sharing Plan-12$3,318,369$166,626$13,886iApproximate average salary by contribution assumption: employee only about $347,138 at 4% or $231,425 at 6%; with 50% employer match about $231,425 at 4% or $154,283 at 6%; with 100% employer match about $173,569 at 4% or $115,713 at 6%.
2014114$3,269,348$174,128$12,438iApproximate average salary by contribution assumption: employee only about $310,943 at 4% or $207,295 at 6%; with 50% employer match about $207,295 at 4% or $138,197 at 6%; with 100% employer match about $155,471 at 4% or $103,648 at 6%.
Terry, Terry & Stapleton PC. Profit Sharing Plan-14$3,269,348$174,128$12,438iApproximate average salary by contribution assumption: employee only about $310,943 at 4% or $207,295 at 6%; with 50% employer match about $207,295 at 4% or $138,197 at 6%; with 100% employer match about $155,471 at 4% or $103,648 at 6%.
2013112$2,962,970$167,652$13,971iApproximate average salary by contribution assumption: employee only about $349,275 at 4% or $232,850 at 6%; with 50% employer match about $232,850 at 4% or $155,233 at 6%; with 100% employer match about $174,638 at 4% or $116,425 at 6%.
Terry, Terry & Stapleton PC. Profit Sharing Plan-12$2,962,970$167,652$13,971iApproximate average salary by contribution assumption: employee only about $349,275 at 4% or $232,850 at 6%; with 50% employer match about $232,850 at 4% or $155,233 at 6%; with 100% employer match about $174,638 at 4% or $116,425 at 6%.
2012111$2,433,044$153,226$13,930iApproximate average salary by contribution assumption: employee only about $348,241 at 4% or $232,161 at 6%; with 50% employer match about $232,161 at 4% or $154,774 at 6%; with 100% employer match about $174,120 at 4% or $116,080 at 6%.
Terry, Terry & Stapleton PC. Profit Sharing Plan-11$2,433,044$153,226$13,930iApproximate average salary by contribution assumption: employee only about $348,241 at 4% or $232,161 at 6%; with 50% employer match about $232,161 at 4% or $154,774 at 6%; with 100% employer match about $174,120 at 4% or $116,080 at 6%.
2011110$2,031,106$146,373$14,637iApproximate average salary by contribution assumption: employee only about $365,933 at 4% or $243,955 at 6%; with 50% employer match about $243,955 at 4% or $162,637 at 6%; with 100% employer match about $182,966 at 4% or $121,978 at 6%.
Terry, Terry & Stapleton PC. Profit Sharing Plan-10$2,031,106$146,373$14,637iApproximate average salary by contribution assumption: employee only about $365,933 at 4% or $243,955 at 6%; with 50% employer match about $243,955 at 4% or $162,637 at 6%; with 100% employer match about $182,966 at 4% or $121,978 at 6%.
201018$1,967,736$149,761$18,720iApproximate average salary by contribution assumption: employee only about $468,003 at 4% or $312,002 at 6%; with 50% employer match about $312,002 at 4% or $208,001 at 6%; with 100% employer match about $234,002 at 4% or $156,001 at 6%.
Terry, Terry & Stapleton PC. Profit Sharing Plan-8$1,967,736$149,761$18,720iApproximate average salary by contribution assumption: employee only about $468,003 at 4% or $312,002 at 6%; with 50% employer match about $312,002 at 4% or $208,001 at 6%; with 100% employer match about $234,002 at 4% or $156,001 at 6%.
200918$1,610,938$156,005$19,501iApproximate average salary by contribution assumption: employee only about $487,516 at 4% or $325,010 at 6%; with 50% employer match about $325,010 at 4% or $216,674 at 6%; with 100% employer match about $243,758 at 4% or $162,505 at 6%.
Terry, Terry & Stapleton PC. Profit Sharing Plan-8$1,610,938$156,005$19,501iApproximate average salary by contribution assumption: employee only about $487,516 at 4% or $325,010 at 6%; with 50% employer match about $325,010 at 4% or $216,674 at 6%; with 100% employer match about $243,758 at 4% or $162,505 at 6%.
200818$1,108,961$185,504$23,188iApproximate average salary by contribution assumption: employee only about $579,700 at 4% or $386,467 at 6%; with 50% employer match about $386,467 at 4% or $257,644 at 6%; with 100% employer match about $289,850 at 4% or $193,233 at 6%.
Terry, Terry & Stapleton PC. Profit Sharing Plan-8$1,108,961$185,504$23,188iApproximate average salary by contribution assumption: employee only about $579,700 at 4% or $386,467 at 6%; with 50% employer match about $386,467 at 4% or $257,644 at 6%; with 100% employer match about $289,850 at 4% or $193,233 at 6%.
200718$1,368,620$145,153$18,144iApproximate average salary by contribution assumption: employee only about $453,603 at 4% or $302,402 at 6%; with 50% employer match about $302,402 at 4% or $201,601 at 6%; with 100% employer match about $226,802 at 4% or $151,201 at 6%.
Terry, Terry & Stapleton PC. Profit Sharing Plan-8$1,368,620$145,153$18,144iApproximate average salary by contribution assumption: employee only about $453,603 at 4% or $302,402 at 6%; with 50% employer match about $302,402 at 4% or $201,601 at 6%; with 100% employer match about $226,802 at 4% or $151,201 at 6%.
200617$1,143,610$134,162$19,166iApproximate average salary by contribution assumption: employee only about $479,150 at 4% or $319,433 at 6%; with 50% employer match about $319,433 at 4% or $212,956 at 6%; with 100% employer match about $239,575 at 4% or $159,717 at 6%.
Terry, Terry & Stapleton PC. Profit Sharing Plan-7$1,143,610$134,162$19,166iApproximate average salary by contribution assumption: employee only about $479,150 at 4% or $319,433 at 6%; with 50% employer match about $319,433 at 4% or $212,956 at 6%; with 100% employer match about $239,575 at 4% or $159,717 at 6%.
200516$944,192$118,900$19,817iApproximate average salary by contribution assumption: employee only about $495,417 at 4% or $330,278 at 6%; with 50% employer match about $330,278 at 4% or $220,185 at 6%; with 100% employer match about $247,708 at 4% or $165,139 at 6%.
Terry, Terry & Stapleton PC. Profit Sharing Plan-6$944,192$118,900$19,817iApproximate average salary by contribution assumption: employee only about $495,417 at 4% or $330,278 at 6%; with 50% employer match about $330,278 at 4% or $220,185 at 6%; with 100% employer match about $247,708 at 4% or $165,139 at 6%.
200417$788,260$113,317$16,188iApproximate average salary by contribution assumption: employee only about $404,704 at 4% or $269,802 at 6%; with 50% employer match about $269,802 at 4% or $179,868 at 6%; with 100% employer match about $202,352 at 4% or $134,901 at 6%.
Terry, Terry & Stapleton PC. Profit Sharing Plan-7$788,260$113,317$16,188iApproximate average salary by contribution assumption: employee only about $404,704 at 4% or $269,802 at 6%; with 50% employer match about $269,802 at 4% or $179,868 at 6%; with 100% employer match about $202,352 at 4% or $134,901 at 6%.