Civic Intelligence

Estes Pegram & Associates Inc

Plan context: Estes Pegram & Associates Inc. 401(K) Retirement Plan

EIN 63-1035501 • Vestavia, AL • 29 filings • 6 plans

300 Vestavia Parkway Ste 2300Vestavia, AL 35216-3788
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$3,069,277

2025 Contributions

$70,358

Historical Graphs

Total Assets Over Time

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

$4,201,508$2,100,754$0200020132025YearValue
$3,069,277Latest year 2025

Participants Over Time

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

1470200020132025YearValue
12Latest 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
2025112$3,069,277$70,358$5,863iApproximate average salary by contribution assumption: employee only about $146,579 at 4% or $97,719 at 6%; with 50% employer match about $97,719 at 4% or $65,146 at 6%; with 100% employer match about $73,290 at 4% or $48,860 at 6%.
Estes Pegram & Associates Inc. 401(K) Retirement Plan-12$3,069,277$70,358$5,863iApproximate average salary by contribution assumption: employee only about $146,579 at 4% or $97,719 at 6%; with 50% employer match about $97,719 at 4% or $65,146 at 6%; with 100% employer match about $73,290 at 4% or $48,860 at 6%.
2024112$2,662,455$70,232$5,853iApproximate average salary by contribution assumption: employee only about $146,317 at 4% or $97,544 at 6%; with 50% employer match about $97,544 at 4% or $65,030 at 6%; with 100% employer match about $73,158 at 4% or $48,772 at 6%.
Estes Pegram & Associates Inc. 401(K) Retirement Plan-12$2,662,455$70,232$5,853iApproximate average salary by contribution assumption: employee only about $146,317 at 4% or $97,544 at 6%; with 50% employer match about $97,544 at 4% or $65,030 at 6%; with 100% employer match about $73,158 at 4% or $48,772 at 6%.
2023113$4,173,800$76,245$5,865iApproximate average salary by contribution assumption: employee only about $146,625 at 4% or $97,750 at 6%; with 50% employer match about $97,750 at 4% or $65,167 at 6%; with 100% employer match about $73,313 at 4% or $48,875 at 6%.
Estes Pegram & Associates Inc. 401(K) Retirement Plan-13$4,173,800$76,245$5,865iApproximate average salary by contribution assumption: employee only about $146,625 at 4% or $97,750 at 6%; with 50% employer match about $97,750 at 4% or $65,167 at 6%; with 100% employer match about $73,313 at 4% or $48,875 at 6%.
2022114$3,634,898$96,218$6,873iApproximate average salary by contribution assumption: employee only about $171,818 at 4% or $114,545 at 6%; with 50% employer match about $114,545 at 4% or $76,363 at 6%; with 100% employer match about $85,909 at 4% or $57,273 at 6%.
Estes Pegram & Associates Inc. 401(K) Retirement Plan-14$3,634,898$96,218$6,873iApproximate average salary by contribution assumption: employee only about $171,818 at 4% or $114,545 at 6%; with 50% employer match about $114,545 at 4% or $76,363 at 6%; with 100% employer match about $85,909 at 4% or $57,273 at 6%.
2021114$4,201,508$93,347$6,668iApproximate average salary by contribution assumption: employee only about $166,691 at 4% or $111,127 at 6%; with 50% employer match about $111,127 at 4% or $74,085 at 6%; with 100% employer match about $83,346 at 4% or $55,564 at 6%.
Estes Pegram & Associates Inc. 401(K) Retirement Plan-14$4,201,508$93,347$6,668iApproximate average salary by contribution assumption: employee only about $166,691 at 4% or $111,127 at 6%; with 50% employer match about $111,127 at 4% or $74,085 at 6%; with 100% employer match about $83,346 at 4% or $55,564 at 6%.
2020114$3,667,130$91,569$6,541iApproximate average salary by contribution assumption: employee only about $163,516 at 4% or $109,011 at 6%; with 50% employer match about $109,011 at 4% or $72,674 at 6%; with 100% employer match about $81,758 at 4% or $54,505 at 6%.
Estes Pegram & Associates Inc. 401(K) Retirement Plan-14$3,667,130$91,569$6,541iApproximate average salary by contribution assumption: employee only about $163,516 at 4% or $109,011 at 6%; with 50% employer match about $109,011 at 4% or $72,674 at 6%; with 100% employer match about $81,758 at 4% or $54,505 at 6%.
2019114$3,633,591$77,547$5,539iApproximate average salary by contribution assumption: employee only about $138,477 at 4% or $92,318 at 6%; with 50% employer match about $92,318 at 4% or $61,545 at 6%; with 100% employer match about $69,238 at 4% or $46,159 at 6%.
Estes Pegram & Associates Inc. 401(K) Retirement Plan-14$3,633,591$77,547$5,539iApproximate average salary by contribution assumption: employee only about $138,477 at 4% or $92,318 at 6%; with 50% employer match about $92,318 at 4% or $61,545 at 6%; with 100% employer match about $69,238 at 4% or $46,159 at 6%.
2018114$2,862,031$77,545$5,539iApproximate average salary by contribution assumption: employee only about $138,473 at 4% or $92,315 at 6%; with 50% employer match about $92,315 at 4% or $61,544 at 6%; with 100% employer match about $69,237 at 4% or $46,158 at 6%.
Estes Pegram & Associates Inc. 401(K) Retirement Plan-14$2,862,031$77,545$5,539iApproximate average salary by contribution assumption: employee only about $138,473 at 4% or $92,315 at 6%; with 50% employer match about $92,315 at 4% or $61,544 at 6%; with 100% employer match about $69,237 at 4% or $46,158 at 6%.
201717$3,143,476$62,579$8,940iApproximate average salary by contribution assumption: employee only about $223,496 at 4% or $148,998 at 6%; with 50% employer match about $148,998 at 4% or $99,332 at 6%; with 100% employer match about $111,748 at 4% or $74,499 at 6%.
Estes Pegram & Associates Inc. 401(K) Retirement Plan-7$3,143,476$62,579$8,940iApproximate average salary by contribution assumption: employee only about $223,496 at 4% or $148,998 at 6%; with 50% employer match about $148,998 at 4% or $99,332 at 6%; with 100% employer match about $111,748 at 4% or $74,499 at 6%.
201616$2,699,726$46,314$7,719iApproximate average salary by contribution assumption: employee only about $192,975 at 4% or $128,650 at 6%; with 50% employer match about $128,650 at 4% or $85,767 at 6%; with 100% employer match about $96,488 at 4% or $64,325 at 6%.
Estes Pegram & Associates Inc. 401(K) Retirement Plan-6$2,699,726$46,314$7,719iApproximate average salary by contribution assumption: employee only about $192,975 at 4% or $128,650 at 6%; with 50% employer match about $128,650 at 4% or $85,767 at 6%; with 100% employer match about $96,488 at 4% or $64,325 at 6%.
201516$2,594,857$66,068$11,011iApproximate average salary by contribution assumption: employee only about $275,283 at 4% or $183,522 at 6%; with 50% employer match about $183,522 at 4% or $122,348 at 6%; with 100% employer match about $137,642 at 4% or $91,761 at 6%.
Estes Pegram & Associates Inc. 401(K) Retirement Plan-6$2,594,857$66,068$11,011iApproximate average salary by contribution assumption: employee only about $275,283 at 4% or $183,522 at 6%; with 50% employer match about $183,522 at 4% or $122,348 at 6%; with 100% employer match about $137,642 at 4% or $91,761 at 6%.
201415$2,593,213$66,156$13,231iApproximate average salary by contribution assumption: employee only about $330,780 at 4% or $220,520 at 6%; with 50% employer match about $220,520 at 4% or $147,013 at 6%; with 100% employer match about $165,390 at 4% or $110,260 at 6%.
Estes Pegram & Associates Inc. 401(K) Retirement Plan-5$2,593,213$66,156$13,231iApproximate average salary by contribution assumption: employee only about $330,780 at 4% or $220,520 at 6%; with 50% employer match about $220,520 at 4% or $147,013 at 6%; with 100% employer match about $165,390 at 4% or $110,260 at 6%.
201314$2,427,794$68,090$17,023iApproximate average salary by contribution assumption: employee only about $425,563 at 4% or $283,708 at 6%; with 50% employer match about $283,708 at 4% or $189,139 at 6%; with 100% employer match about $212,781 at 4% or $141,854 at 6%.
Estes Pegram & Associates Inc. 401(K) Retirement Plan-4$2,427,794$68,090$17,023iApproximate average salary by contribution assumption: employee only about $425,563 at 4% or $283,708 at 6%; with 50% employer match about $283,708 at 4% or $189,139 at 6%; with 100% employer match about $212,781 at 4% or $141,854 at 6%.
201214$1,901,726$98,266$24,567iApproximate average salary by contribution assumption: employee only about $614,163 at 4% or $409,442 at 6%; with 50% employer match about $409,442 at 4% or $272,961 at 6%; with 100% employer match about $307,081 at 4% or $204,721 at 6%.
Estes Pegram & Associates Inc. 401(K) Retirement Plan-4$1,901,726$98,266$24,567iApproximate average salary by contribution assumption: employee only about $614,163 at 4% or $409,442 at 6%; with 50% employer match about $409,442 at 4% or $272,961 at 6%; with 100% employer match about $307,081 at 4% or $204,721 at 6%.
201114$1,570,584$96,895$24,224iApproximate average salary by contribution assumption: employee only about $605,594 at 4% or $403,729 at 6%; with 50% employer match about $403,729 at 4% or $269,153 at 6%; with 100% employer match about $302,797 at 4% or $201,865 at 6%.
Estes Pegram & Associates Inc. 401(K) Retirement Plan-4$1,570,584$96,895$24,224iApproximate average salary by contribution assumption: employee only about $605,594 at 4% or $403,729 at 6%; with 50% employer match about $403,729 at 4% or $269,153 at 6%; with 100% employer match about $302,797 at 4% or $201,865 at 6%.
201014$1,505,662$94,070$23,518iApproximate average salary by contribution assumption: employee only about $587,938 at 4% or $391,958 at 6%; with 50% employer match about $391,958 at 4% or $261,306 at 6%; with 100% employer match about $293,969 at 4% or $195,979 at 6%.
Estes Pegram & Associates Inc. 401(K) Retirement Plan-4$1,505,662$94,070$23,518iApproximate average salary by contribution assumption: employee only about $587,938 at 4% or $391,958 at 6%; with 50% employer match about $391,958 at 4% or $261,306 at 6%; with 100% employer match about $293,969 at 4% or $195,979 at 6%.
200914$1,218,674$96,143$24,036iApproximate average salary by contribution assumption: employee only about $600,894 at 4% or $400,596 at 6%; with 50% employer match about $400,596 at 4% or $267,064 at 6%; with 100% employer match about $300,447 at 4% or $200,298 at 6%.
Estes Pegram & Associates Inc. 401(K) Retirement Plan-4$1,218,674$96,143$24,036iApproximate average salary by contribution assumption: employee only about $600,894 at 4% or $400,596 at 6%; with 50% employer match about $400,596 at 4% or $267,064 at 6%; with 100% employer match about $300,447 at 4% or $200,298 at 6%.
200814$877,240$95,874$23,969iApproximate average salary by contribution assumption: employee only about $599,213 at 4% or $399,475 at 6%; with 50% employer match about $399,475 at 4% or $266,317 at 6%; with 100% employer match about $299,606 at 4% or $199,738 at 6%.
Estes Pegram & Associates Inc. 401(K) Retirement Plan-4$877,240$95,874$23,969iApproximate average salary by contribution assumption: employee only about $599,213 at 4% or $399,475 at 6%; with 50% employer match about $399,475 at 4% or $266,317 at 6%; with 100% employer match about $299,606 at 4% or $199,738 at 6%.
200714$1,413,807$93,663$23,416iApproximate average salary by contribution assumption: employee only about $585,394 at 4% or $390,263 at 6%; with 50% employer match about $390,263 at 4% or $260,175 at 6%; with 100% employer match about $292,697 at 4% or $195,131 at 6%.
Estes Pegram & Associates Inc. 401(K) Retirement Plan-4$1,413,807$93,663$23,416iApproximate average salary by contribution assumption: employee only about $585,394 at 4% or $390,263 at 6%; with 50% employer match about $390,263 at 4% or $260,175 at 6%; with 100% employer match about $292,697 at 4% or $195,131 at 6%.
200614$1,210,180$90,430$22,608iApproximate average salary by contribution assumption: employee only about $565,188 at 4% or $376,792 at 6%; with 50% employer match about $376,792 at 4% or $251,194 at 6%; with 100% employer match about $282,594 at 4% or $188,396 at 6%.
Estes Pegram & Associates Inc. 401(K) Retirement Plan-4$1,210,180$90,430$22,608iApproximate average salary by contribution assumption: employee only about $565,188 at 4% or $376,792 at 6%; with 50% employer match about $376,792 at 4% or $251,194 at 6%; with 100% employer match about $282,594 at 4% or $188,396 at 6%.
200514$969,872$93,320$23,330iApproximate average salary by contribution assumption: employee only about $583,250 at 4% or $388,833 at 6%; with 50% employer match about $388,833 at 4% or $259,222 at 6%; with 100% employer match about $291,625 at 4% or $194,417 at 6%.
Estes Pegram & Associates Inc. 401(K) Retirement Plan-4$969,872$93,320$23,330iApproximate average salary by contribution assumption: employee only about $583,250 at 4% or $388,833 at 6%; with 50% employer match about $388,833 at 4% or $259,222 at 6%; with 100% employer match about $291,625 at 4% or $194,417 at 6%.
200414$803,726$85,644$21,411iApproximate average salary by contribution assumption: employee only about $535,275 at 4% or $356,850 at 6%; with 50% employer match about $356,850 at 4% or $237,900 at 6%; with 100% employer match about $267,638 at 4% or $178,425 at 6%.
Estes Pegram & Associates Inc. 401(K) Retirement Plan-4$803,726$85,644$21,411iApproximate average salary by contribution assumption: employee only about $535,275 at 4% or $356,850 at 6%; with 50% employer match about $356,850 at 4% or $237,900 at 6%; with 100% employer match about $267,638 at 4% or $178,425 at 6%.
200314$637,648$60,802$15,201iApproximate average salary by contribution assumption: employee only about $380,013 at 4% or $253,342 at 6%; with 50% employer match about $253,342 at 4% or $168,894 at 6%; with 100% employer match about $190,006 at 4% or $126,671 at 6%.
Estes Pegram & Associates Inc. 401(K) Retirement Plan-4$637,648$60,802$15,201iApproximate average salary by contribution assumption: employee only about $380,013 at 4% or $253,342 at 6%; with 50% employer match about $253,342 at 4% or $168,894 at 6%; with 100% employer match about $190,006 at 4% or $126,671 at 6%.
200224$439,444$52,743$13,186iApproximate average salary by contribution assumption: employee only about $329,644 at 4% or $219,763 at 6%; with 50% employer match about $219,763 at 4% or $146,508 at 6%; with 100% employer match about $164,822 at 4% or $109,881 at 6%.
Estes Pegram & Associates Inc. 401(K) Retirement Plan-4$439,444$52,743$13,186iApproximate average salary by contribution assumption: employee only about $329,644 at 4% or $219,763 at 6%; with 50% employer match about $219,763 at 4% or $146,508 at 6%; with 100% employer match about $164,822 at 4% or $109,881 at 6%.
Estes Pegram & Associates Inc Money Purchase Retirement Plan-0---
200123$487,508$107,729$35,910iApproximate average salary by contribution assumption: employee only about $897,742 at 4% or $598,494 at 6%; with 50% employer match about $598,494 at 4% or $398,996 at 6%; with 100% employer match about $448,871 at 4% or $299,247 at 6%.
Estes Pegram & Associates Inc. 401(K) Retirement Plan-3$388,075$93,461$31,154iApproximate average salary by contribution assumption: employee only about $778,842 at 4% or $519,228 at 6%; with 50% employer match about $519,228 at 4% or $346,152 at 6%; with 100% employer match about $389,421 at 4% or $259,614 at 6%.
Estes Pegram & Associates Inc Money Purchase Retirement Plan-3$99,433$14,268$4,756iApproximate average salary by contribution assumption: employee only about $118,900 at 4% or $79,267 at 6%; with 50% employer match about $79,267 at 4% or $52,844 at 6%; with 100% employer match about $59,450 at 4% or $39,633 at 6%.
200025$345,687$38,432$7,686iApproximate average salary by contribution assumption: employee only about $192,160 at 4% or $128,107 at 6%; with 50% employer match about $128,107 at 4% or $85,404 at 6%; with 100% employer match about $96,080 at 4% or $64,053 at 6%.
Estes Pegram & Associates Inc. 401(K) Retirement Plan-5$345,687$38,432$7,686iApproximate average salary by contribution assumption: employee only about $192,160 at 4% or $128,107 at 6%; with 50% employer match about $128,107 at 4% or $85,404 at 6%; with 100% employer match about $96,080 at 4% or $64,053 at 6%.
Estes Pegram & Associates Inc Money Purchase Retirement Plan-5---