Civic Intelligence

Newton & Associates Inc.

Plan context: Newton & Associates Inc. 401(K) Profit Sharing Plan

EIN 65-0211596 • Charlotte, NC • 26 filings • 4 plans

2720 E W T Harris BlvdSuite 200Charlotte, NC 28213
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,467,911

2024 Contributions

$358,397

Historical Graphs

Total Assets Over Time

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

$1,467,911$733,956$0199920122024YearValue
$1,467,911Latest year 2024

Participants Over Time

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

840199920122024YearValue
4Latest 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
202414$1,467,911$358,397$89,599iApproximate average salary by contribution assumption: employee only about $2,239,981 at 4% or $1,493,321 at 6%; with 50% employer match about $1,493,321 at 4% or $995,547 at 6%; with 100% employer match about $1,119,991 at 4% or $746,660 at 6%.
Newton & Associates Inc. 401(K) Profit Sharing Plan-4$1,467,911$358,397$89,599iApproximate average salary by contribution assumption: employee only about $2,239,981 at 4% or $1,493,321 at 6%; with 50% employer match about $1,493,321 at 4% or $995,547 at 6%; with 100% employer match about $1,119,991 at 4% or $746,660 at 6%.
202314$1,249,005$88,469$22,117iApproximate average salary by contribution assumption: employee only about $552,931 at 4% or $368,621 at 6%; with 50% employer match about $368,621 at 4% or $245,747 at 6%; with 100% employer match about $276,466 at 4% or $184,310 at 6%.
Newton & Associates Inc. 401(K) Profit Sharing Plan-4$1,249,005$88,469$22,117iApproximate average salary by contribution assumption: employee only about $552,931 at 4% or $368,621 at 6%; with 50% employer match about $368,621 at 4% or $245,747 at 6%; with 100% employer match about $276,466 at 4% or $184,310 at 6%.
202214$1,026,158$100,489$25,122iApproximate average salary by contribution assumption: employee only about $628,056 at 4% or $418,704 at 6%; with 50% employer match about $418,704 at 4% or $279,136 at 6%; with 100% employer match about $314,028 at 4% or $209,352 at 6%.
Newton & Associates Inc. 401(K) Profit Sharing Plan-4$1,026,158$100,489$25,122iApproximate average salary by contribution assumption: employee only about $628,056 at 4% or $418,704 at 6%; with 50% employer match about $418,704 at 4% or $279,136 at 6%; with 100% employer match about $314,028 at 4% or $209,352 at 6%.
202114$1,060,364$58,089$14,522iApproximate average salary by contribution assumption: employee only about $363,056 at 4% or $242,038 at 6%; with 50% employer match about $242,038 at 4% or $161,358 at 6%; with 100% employer match about $181,528 at 4% or $121,019 at 6%.
Newton & Associates Inc. 401(K) Profit Sharing Plan-4$1,060,364$58,089$14,522iApproximate average salary by contribution assumption: employee only about $363,056 at 4% or $242,038 at 6%; with 50% employer match about $242,038 at 4% or $161,358 at 6%; with 100% employer match about $181,528 at 4% or $121,019 at 6%.
202014$907,775$46,446$11,612iApproximate average salary by contribution assumption: employee only about $290,288 at 4% or $193,525 at 6%; with 50% employer match about $193,525 at 4% or $129,017 at 6%; with 100% employer match about $145,144 at 4% or $96,763 at 6%.
Newton & Associates Inc. 401(K) Profit Sharing Plan-4$907,775$46,446$11,612iApproximate average salary by contribution assumption: employee only about $290,288 at 4% or $193,525 at 6%; with 50% employer match about $193,525 at 4% or $129,017 at 6%; with 100% employer match about $145,144 at 4% or $96,763 at 6%.
201914$824,177$40,467$10,117iApproximate average salary by contribution assumption: employee only about $252,919 at 4% or $168,613 at 6%; with 50% employer match about $168,613 at 4% or $112,408 at 6%; with 100% employer match about $126,459 at 4% or $84,306 at 6%.
Newton & Associates Inc. 401(K) Profit Sharing Plan-4$824,177$40,467$10,117iApproximate average salary by contribution assumption: employee only about $252,919 at 4% or $168,613 at 6%; with 50% employer match about $168,613 at 4% or $112,408 at 6%; with 100% employer match about $126,459 at 4% or $84,306 at 6%.
201814$744,121$40,578$10,145iApproximate average salary by contribution assumption: employee only about $253,613 at 4% or $169,075 at 6%; with 50% employer match about $169,075 at 4% or $112,717 at 6%; with 100% employer match about $126,806 at 4% or $84,538 at 6%.
Newton & Associates Inc. 401(K) Profit Sharing Plan-4$744,121$40,578$10,145iApproximate average salary by contribution assumption: employee only about $253,613 at 4% or $169,075 at 6%; with 50% employer match about $169,075 at 4% or $112,717 at 6%; with 100% employer match about $126,806 at 4% or $84,538 at 6%.
201714$740,242$42,569$10,642iApproximate average salary by contribution assumption: employee only about $266,056 at 4% or $177,371 at 6%; with 50% employer match about $177,371 at 4% or $118,247 at 6%; with 100% employer match about $133,028 at 4% or $88,685 at 6%.
Newton & Associates Inc. 401(K) Profit Sharing Plan-4$740,242$42,569$10,642iApproximate average salary by contribution assumption: employee only about $266,056 at 4% or $177,371 at 6%; with 50% employer match about $177,371 at 4% or $118,247 at 6%; with 100% employer match about $133,028 at 4% or $88,685 at 6%.
201614$743,850$66,435$16,609iApproximate average salary by contribution assumption: employee only about $415,219 at 4% or $276,813 at 6%; with 50% employer match about $276,813 at 4% or $184,542 at 6%; with 100% employer match about $207,609 at 4% or $138,406 at 6%.
Newton & Associates Inc. 401(K) Profit Sharing Plan-4$743,850$66,435$16,609iApproximate average salary by contribution assumption: employee only about $415,219 at 4% or $276,813 at 6%; with 50% employer match about $276,813 at 4% or $184,542 at 6%; with 100% employer match about $207,609 at 4% or $138,406 at 6%.
201515$672,139$47,643$9,529iApproximate average salary by contribution assumption: employee only about $238,215 at 4% or $158,810 at 6%; with 50% employer match about $158,810 at 4% or $105,873 at 6%; with 100% employer match about $119,108 at 4% or $79,405 at 6%.
Newton & Associates Inc. 401(K) Profit Sharing Plan-5$672,139$47,643$9,529iApproximate average salary by contribution assumption: employee only about $238,215 at 4% or $158,810 at 6%; with 50% employer match about $158,810 at 4% or $105,873 at 6%; with 100% employer match about $119,108 at 4% or $79,405 at 6%.
201415$599,252$52,003$10,401iApproximate average salary by contribution assumption: employee only about $260,015 at 4% or $173,343 at 6%; with 50% employer match about $173,343 at 4% or $115,562 at 6%; with 100% employer match about $130,008 at 4% or $86,672 at 6%.
Newton & Associates Inc. 401(K) Profit Sharing Plan-5$599,252$52,003$10,401iApproximate average salary by contribution assumption: employee only about $260,015 at 4% or $173,343 at 6%; with 50% employer match about $173,343 at 4% or $115,562 at 6%; with 100% employer match about $130,008 at 4% or $86,672 at 6%.
201315$592,995$28,565$5,713iApproximate average salary by contribution assumption: employee only about $142,825 at 4% or $95,217 at 6%; with 50% employer match about $95,217 at 4% or $63,478 at 6%; with 100% employer match about $71,413 at 4% or $47,608 at 6%.
Newton & Associates Inc. 401(K) Profit Sharing Plan-5$592,995$28,565$5,713iApproximate average salary by contribution assumption: employee only about $142,825 at 4% or $95,217 at 6%; with 50% employer match about $95,217 at 4% or $63,478 at 6%; with 100% employer match about $71,413 at 4% or $47,608 at 6%.
201216$648,322$35,261$5,877iApproximate average salary by contribution assumption: employee only about $146,921 at 4% or $97,947 at 6%; with 50% employer match about $97,947 at 4% or $65,298 at 6%; with 100% employer match about $73,460 at 4% or $48,974 at 6%.
Newton & Associates Inc. 401(K) Profit Sharing Plan-6$648,322$35,261$5,877iApproximate average salary by contribution assumption: employee only about $146,921 at 4% or $97,947 at 6%; with 50% employer match about $97,947 at 4% or $65,298 at 6%; with 100% employer match about $73,460 at 4% or $48,974 at 6%.
201117$568,160$34,933$4,990iApproximate average salary by contribution assumption: employee only about $124,761 at 4% or $83,174 at 6%; with 50% employer match about $83,174 at 4% or $55,449 at 6%; with 100% employer match about $62,380 at 4% or $41,587 at 6%.
Newton & Associates Inc. 401(K) Profit Sharing Plan-7$568,160$34,933$4,990iApproximate average salary by contribution assumption: employee only about $124,761 at 4% or $83,174 at 6%; with 50% employer match about $83,174 at 4% or $55,449 at 6%; with 100% employer match about $62,380 at 4% or $41,587 at 6%.
201018$577,635$64,977$8,122iApproximate average salary by contribution assumption: employee only about $203,053 at 4% or $135,369 at 6%; with 50% employer match about $135,369 at 4% or $90,246 at 6%; with 100% employer match about $101,527 at 4% or $67,684 at 6%.
Newton & Associates Inc. 401(K) Profit Sharing Plan-8$577,635$64,977$8,122iApproximate average salary by contribution assumption: employee only about $203,053 at 4% or $135,369 at 6%; with 50% employer match about $135,369 at 4% or $90,246 at 6%; with 100% employer match about $101,527 at 4% or $67,684 at 6%.
200918$558,037$61,690$7,711iApproximate average salary by contribution assumption: employee only about $192,781 at 4% or $128,521 at 6%; with 50% employer match about $128,521 at 4% or $85,681 at 6%; with 100% employer match about $96,391 at 4% or $64,260 at 6%.
Newton & Associates Inc. 401(K) Profit Sharing Plan-8$558,037$61,690$7,711iApproximate average salary by contribution assumption: employee only about $192,781 at 4% or $128,521 at 6%; with 50% employer match about $128,521 at 4% or $85,681 at 6%; with 100% employer match about $96,391 at 4% or $64,260 at 6%.
200818$481,641$83,933$10,492iApproximate average salary by contribution assumption: employee only about $262,291 at 4% or $174,860 at 6%; with 50% employer match about $174,860 at 4% or $116,574 at 6%; with 100% employer match about $131,145 at 4% or $87,430 at 6%.
Newton & Associates Inc. 401(K) Profit Sharing Plan-8$481,641$83,933$10,492iApproximate average salary by contribution assumption: employee only about $262,291 at 4% or $174,860 at 6%; with 50% employer match about $174,860 at 4% or $116,574 at 6%; with 100% employer match about $131,145 at 4% or $87,430 at 6%.
200717$493,010$130,879$18,697iApproximate average salary by contribution assumption: employee only about $467,425 at 4% or $311,617 at 6%; with 50% employer match about $311,617 at 4% or $207,744 at 6%; with 100% employer match about $233,713 at 4% or $155,808 at 6%.
Newton & Associates Inc. 401(K) Profit Sharing Plan-7$493,010$130,879$18,697iApproximate average salary by contribution assumption: employee only about $467,425 at 4% or $311,617 at 6%; with 50% employer match about $311,617 at 4% or $207,744 at 6%; with 100% employer match about $233,713 at 4% or $155,808 at 6%.
200618$398,272$74,377$9,297iApproximate average salary by contribution assumption: employee only about $232,428 at 4% or $154,952 at 6%; with 50% employer match about $154,952 at 4% or $103,301 at 6%; with 100% employer match about $116,214 at 4% or $77,476 at 6%.
Newton & Associates Inc. 401(K) Profit Sharing Plan-8$398,272$74,377$9,297iApproximate average salary by contribution assumption: employee only about $232,428 at 4% or $154,952 at 6%; with 50% employer match about $154,952 at 4% or $103,301 at 6%; with 100% employer match about $116,214 at 4% or $77,476 at 6%.
200518$318,019$66,590$8,324iApproximate average salary by contribution assumption: employee only about $208,094 at 4% or $138,729 at 6%; with 50% employer match about $138,729 at 4% or $92,486 at 6%; with 100% employer match about $104,047 at 4% or $69,365 at 6%.
Newton & Associates Inc. 401(K) Profit Sharing Plan-8$318,019$66,590$8,324iApproximate average salary by contribution assumption: employee only about $208,094 at 4% or $138,729 at 6%; with 50% employer match about $138,729 at 4% or $92,486 at 6%; with 100% employer match about $104,047 at 4% or $69,365 at 6%.
200418$237,835$50,096$6,262iApproximate average salary by contribution assumption: employee only about $156,550 at 4% or $104,367 at 6%; with 50% employer match about $104,367 at 4% or $69,578 at 6%; with 100% employer match about $78,275 at 4% or $52,183 at 6%.
Newton & Associates Inc. 401(K) Profit Sharing Plan-8$237,835$50,096$6,262iApproximate average salary by contribution assumption: employee only about $156,550 at 4% or $104,367 at 6%; with 50% employer match about $104,367 at 4% or $69,578 at 6%; with 100% employer match about $78,275 at 4% or $52,183 at 6%.
200316$168,293$0-
Newton & Associates Inc. 401(K) Profit Sharing Plan-6$168,293--
200215$134,299$0-
Newton & Associates Inc. 401(K) Profit Sharing Plan-5$134,299--
200116$175,868$0-
Newton & Associates Inc. 401(K) Profit Sharing Plan-6$175,868--
200017$179,584$0-
Newton & Associates Inc. 401(K) Profit Sharing Plan-7$179,584--
199916$173,765$43,896$7,316iApproximate average salary by contribution assumption: employee only about $182,900 at 4% or $121,933 at 6%; with 50% employer match about $121,933 at 4% or $81,289 at 6%; with 100% employer match about $91,450 at 4% or $60,967 at 6%.
Newton & Associates Inc. 401(K) Profit Sharing Plan-6$173,765$43,896$7,316iApproximate average salary by contribution assumption: employee only about $182,900 at 4% or $121,933 at 6%; with 50% employer match about $121,933 at 4% or $81,289 at 6%; with 100% employer match about $91,450 at 4% or $60,967 at 6%.