Charles M & Joe D H Belk
Plan context: Dixie National Life Plan 1
EIN 71-6062062 • 5 filings • 4 plans
Current Snapshot
Latest Year
2000
2000 Participants
2
2000 Assets
$3,188,550
2000 Contributions
$55,382
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 |
|---|---|---|---|---|---|
| 2000 | 3 | 0 | $3,188,550 | $55,382 | - |
| Dixie National Life Plan 1 | - | 0 | $1,261,326 | $20,771 | - |
| Dixie National Life Plan 1 | - | 0 | $1,261,326 | $20,771 | - |
| Belk Farms Money Purchase Plan HR10 | - | 0 | $665,898 | $13,840 | - |
| 1999 | 2 | 2 | $2,149,576 | $36,285 | $18,143iApproximate average salary by contribution assumption: employee only about $453,563 at 4% or $302,375 at 6%; with 50% employer match about $302,375 at 4% or $201,583 at 6%; with 100% employer match about $226,781 at 4% or $151,188 at 6%. |
| Dixie National Life Plan 1 | - | 2 | $1,510,430 | $18,371 | $9,186iApproximate average salary by contribution assumption: employee only about $229,638 at 4% or $153,092 at 6%; with 50% employer match about $153,092 at 4% or $102,061 at 6%; with 100% employer match about $114,819 at 4% or $76,546 at 6%. |
| Belk Farms Money Purchase Plan HR10 | - | 2 | $639,146 | $17,914 | $8,957iApproximate average salary by contribution assumption: employee only about $223,925 at 4% or $149,283 at 6%; with 50% employer match about $149,283 at 4% or $99,522 at 6%; with 100% employer match about $111,963 at 4% or $74,642 at 6%. |