Civic Intelligence

Willson, Jones, Carter & Baxley, P.A.

Plan context: Willson, Jones, Carter & Baxley, P.A. 401(K) Plan

EIN 75-3048189 • Greenville, SC • 37 filings • 9 plans

872 South Pleasantburg DriveGreenville, SC 29607
Current Snapshot

Latest Year

2024

2024 Participants

178

2024 Assets

$24,399,857

2024 Contributions

$1,850,855

Historical Graphs

Total Assets Over Time

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

$24,399,857$12,199,929$0200220132024YearValue
$24,399,857Latest year 2024

Participants Over Time

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

2181090200220132024YearValue
178Latest 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
20242178$24,399,857$1,850,855$10,398iApproximate average salary by contribution assumption: employee only about $259,952 at 4% or $173,301 at 6%; with 50% employer match about $173,301 at 4% or $115,534 at 6%; with 100% employer match about $129,976 at 4% or $86,651 at 6%.
Willson, Jones, Carter & Baxley, P.A. 401(K) Plan-163$24,399,857$1,850,855$11,355iApproximate average salary by contribution assumption: employee only about $283,873 at 4% or $189,249 at 6%; with 50% employer match about $189,249 at 4% or $126,166 at 6%; with 100% employer match about $141,937 at 4% or $94,624 at 6%.
Willson Jones Carter Baxley Medical Welfare Benefits Plan-178---
20232165$21,952,262$1,680,514$10,185iApproximate average salary by contribution assumption: employee only about $254,623 at 4% or $169,749 at 6%; with 50% employer match about $169,749 at 4% or $113,166 at 6%; with 100% employer match about $127,312 at 4% or $84,874 at 6%.
Willson, Jones, Carter & Baxley, P.A. 401(K) Plan-145$21,952,262$1,680,514$11,590iApproximate average salary by contribution assumption: employee only about $289,744 at 4% or $193,163 at 6%; with 50% employer match about $193,163 at 4% or $128,775 at 6%; with 100% employer match about $144,872 at 4% or $96,581 at 6%.
Willson Jones Carter Baxley Medical Welfare Benefits Plan-165---
20222170$17,652,941$1,563,032$9,194iApproximate average salary by contribution assumption: employee only about $229,858 at 4% or $153,238 at 6%; with 50% employer match about $153,238 at 4% or $102,159 at 6%; with 100% employer match about $114,929 at 4% or $76,619 at 6%.
Willson, Jones, Carter & Baxley, P.A. 401(K) Plan-170$17,652,941$1,563,032$9,194iApproximate average salary by contribution assumption: employee only about $229,858 at 4% or $153,238 at 6%; with 50% employer match about $153,238 at 4% or $102,159 at 6%; with 100% employer match about $114,929 at 4% or $76,619 at 6%.
Willson Jones Carter Baxley Medical Welfare Benefits Plan-158---
20212146$20,135,677$1,576,602$10,799iApproximate average salary by contribution assumption: employee only about $269,966 at 4% or $179,977 at 6%; with 50% employer match about $179,977 at 4% or $119,985 at 6%; with 100% employer match about $134,983 at 4% or $89,989 at 6%.
Willson, Jones, Carter & Baxley, P.A. 401(K) Plan-138$20,135,677$1,576,602$11,425iApproximate average salary by contribution assumption: employee only about $285,616 at 4% or $190,411 at 6%; with 50% employer match about $190,411 at 4% or $126,941 at 6%; with 100% employer match about $142,808 at 4% or $95,205 at 6%.
Willson Jones Carter Baxley Medical Welfare Benefits Plan-146---
20202153$16,731,812$1,941,799$12,691iApproximate average salary by contribution assumption: employee only about $317,287 at 4% or $211,525 at 6%; with 50% employer match about $211,525 at 4% or $141,017 at 6%; with 100% employer match about $158,644 at 4% or $105,762 at 6%.
Willson, Jones, Carter & Baxley, P.A. 401(K) Plan-153$16,731,812$1,941,799$12,691iApproximate average salary by contribution assumption: employee only about $317,287 at 4% or $211,525 at 6%; with 50% employer match about $211,525 at 4% or $141,017 at 6%; with 100% employer match about $158,644 at 4% or $105,762 at 6%.
Willson Jones Carter Baxley Medical Welfare Benefits Plan-149---
20192218$13,013,160$1,473,975$6,761iApproximate average salary by contribution assumption: employee only about $169,034 at 4% or $112,689 at 6%; with 50% employer match about $112,689 at 4% or $75,126 at 6%; with 100% employer match about $84,517 at 4% or $56,345 at 6%.
Willson, Jones, Carter & Baxley, P.A. 401(K) Plan-140$13,013,160$1,473,975$10,528iApproximate average salary by contribution assumption: employee only about $263,210 at 4% or $175,473 at 6%; with 50% employer match about $175,473 at 4% or $116,982 at 6%; with 100% employer match about $131,605 at 4% or $87,737 at 6%.
Willson Jones Carter Baxley Medical Welfare Benefits Plan-218---
20183173$9,810,904$1,418,122$8,197iApproximate average salary by contribution assumption: employee only about $204,931 at 4% or $136,621 at 6%; with 50% employer match about $136,621 at 4% or $91,080 at 6%; with 100% employer match about $102,465 at 4% or $68,310 at 6%.
Willson, Jones, Carter & Baxley, P.A. 401(K) Plan-138$9,810,904$1,418,122$10,276iApproximate average salary by contribution assumption: employee only about $256,906 at 4% or $171,271 at 6%; with 50% employer match about $171,271 at 4% or $114,181 at 6%; with 100% employer match about $128,453 at 4% or $85,635 at 6%.
Willson Jones Carter Baxley Medical Welfare Benefits Plan-173---
Long-Term Disability-0---
20173144$9,257,253$1,163,292$8,078iApproximate average salary by contribution assumption: employee only about $201,960 at 4% or $134,640 at 6%; with 50% employer match about $134,640 at 4% or $89,760 at 6%; with 100% employer match about $100,980 at 4% or $67,320 at 6%.
Willson, Jones, Carter & Baxley, P.A. 401(K) Plan-134$9,257,253$1,163,292$8,681iApproximate average salary by contribution assumption: employee only about $217,032 at 4% or $144,688 at 6%; with 50% employer match about $144,688 at 4% or $96,459 at 6%; with 100% employer match about $108,516 at 4% or $72,344 at 6%.
Long-Term Disability-144---
Willson Jones Carter Baxley Medical Welfare Benefits Plan-117---
20163140$7,401,464$1,066,630$7,619iApproximate average salary by contribution assumption: employee only about $190,470 at 4% or $126,980 at 6%; with 50% employer match about $126,980 at 4% or $84,653 at 6%; with 100% employer match about $95,235 at 4% or $63,490 at 6%.
Willson, Jones, Carter & Baxley, P.A. 401(K) Plan-119$7,401,464$1,066,630$8,963iApproximate average salary by contribution assumption: employee only about $224,082 at 4% or $149,388 at 6%; with 50% employer match about $149,388 at 4% or $99,592 at 6%; with 100% employer match about $112,041 at 4% or $74,694 at 6%.
Long-Term Disability-140---
Willson Jones Carter Baxley Medical Welfare Benefits Plan-123---
20152128$6,476,361$829,919$6,484iApproximate average salary by contribution assumption: employee only about $162,094 at 4% or $108,062 at 6%; with 50% employer match about $108,062 at 4% or $72,042 at 6%; with 100% employer match about $81,047 at 4% or $54,031 at 6%.
Willson, Jones, Carter & Baxley, P.A. 401(K) Plan-100$6,476,361$829,919$8,299iApproximate average salary by contribution assumption: employee only about $207,480 at 4% or $138,320 at 6%; with 50% employer match about $138,320 at 4% or $92,213 at 6%; with 100% employer match about $103,740 at 4% or $69,160 at 6%.
Long-Term Disability-128---
20142118$5,986,138$692,743$5,871iApproximate average salary by contribution assumption: employee only about $146,768 at 4% or $97,845 at 6%; with 50% employer match about $97,845 at 4% or $65,230 at 6%; with 100% employer match about $73,384 at 4% or $48,923 at 6%.
Willson, Jones, Carter & Baxley, P.A. 401(K) Plan-95$5,986,138$692,743$7,292iApproximate average salary by contribution assumption: employee only about $182,301 at 4% or $121,534 at 6%; with 50% employer match about $121,534 at 4% or $81,023 at 6%; with 100% employer match about $91,150 at 4% or $60,767 at 6%.
Long-Term Disability-118---
20131122$5,036,602$538,084$4,411iApproximate average salary by contribution assumption: employee only about $110,263 at 4% or $73,509 at 6%; with 50% employer match about $73,509 at 4% or $49,006 at 6%; with 100% employer match about $55,132 at 4% or $36,754 at 6%.
Willson, Jones, Carter & Baxley, P.A. 401(K) Plan-122$5,036,602$538,084$4,411iApproximate average salary by contribution assumption: employee only about $110,263 at 4% or $73,509 at 6%; with 50% employer match about $73,509 at 4% or $49,006 at 6%; with 100% employer match about $55,132 at 4% or $36,754 at 6%.
20121105$3,754,711$633,032$6,029iApproximate average salary by contribution assumption: employee only about $150,722 at 4% or $100,481 at 6%; with 50% employer match about $100,481 at 4% or $66,988 at 6%; with 100% employer match about $75,361 at 4% or $50,241 at 6%.
Willson, Jones, Carter & Baxley, P.A. 401(K) Plan-105$3,754,711$633,032$6,029iApproximate average salary by contribution assumption: employee only about $150,722 at 4% or $100,481 at 6%; with 50% employer match about $100,481 at 4% or $66,988 at 6%; with 100% employer match about $75,361 at 4% or $50,241 at 6%.
2011187$2,732,707$451,568$5,190iApproximate average salary by contribution assumption: employee only about $129,761 at 4% or $86,507 at 6%; with 50% employer match about $86,507 at 4% or $57,672 at 6%; with 100% employer match about $64,880 at 4% or $43,254 at 6%.
Willson, Jones, Carter & Baxley, P.A. 401(K) Plan-87$2,732,707$451,568$5,190iApproximate average salary by contribution assumption: employee only about $129,761 at 4% or $86,507 at 6%; with 50% employer match about $86,507 at 4% or $57,672 at 6%; with 100% employer match about $64,880 at 4% or $43,254 at 6%.
2010184$2,470,157$415,894$4,951iApproximate average salary by contribution assumption: employee only about $123,778 at 4% or $82,519 at 6%; with 50% employer match about $82,519 at 4% or $55,012 at 6%; with 100% employer match about $61,889 at 4% or $41,259 at 6%.
Willson, Jones, Carter & Baxley, P.A. 401(K) Plan-84$2,470,157$415,894$4,951iApproximate average salary by contribution assumption: employee only about $123,778 at 4% or $82,519 at 6%; with 50% employer match about $82,519 at 4% or $55,012 at 6%; with 100% employer match about $61,889 at 4% or $41,259 at 6%.
2009174$1,911,453$360,603$4,873iApproximate average salary by contribution assumption: employee only about $121,825 at 4% or $81,217 at 6%; with 50% employer match about $81,217 at 4% or $54,145 at 6%; with 100% employer match about $60,913 at 4% or $40,608 at 6%.
Willson, Jones, Carter & Baxley, P.A. 401(K) Plan-74$1,911,453$360,603$4,873iApproximate average salary by contribution assumption: employee only about $121,825 at 4% or $81,217 at 6%; with 50% employer match about $81,217 at 4% or $54,145 at 6%; with 100% employer match about $60,913 at 4% or $40,608 at 6%.
2008153$1,353,853$294,417$5,555iApproximate average salary by contribution assumption: employee only about $138,876 at 4% or $92,584 at 6%; with 50% employer match about $92,584 at 4% or $61,723 at 6%; with 100% employer match about $69,438 at 4% or $46,292 at 6%.
Willson, Jones, Carter & Baxley, P.A. 401(K) Plan-53$1,353,853$294,417$5,555iApproximate average salary by contribution assumption: employee only about $138,876 at 4% or $92,584 at 6%; with 50% employer match about $92,584 at 4% or $61,723 at 6%; with 100% employer match about $69,438 at 4% or $46,292 at 6%.
2007147$1,388,497$276,226$5,877iApproximate average salary by contribution assumption: employee only about $146,929 at 4% or $97,952 at 6%; with 50% employer match about $97,952 at 4% or $65,302 at 6%; with 100% employer match about $73,464 at 4% or $48,976 at 6%.
Willson, Jones, Carter & Baxley, P.A. 401(K) Plan-47$1,388,497$276,226$5,877iApproximate average salary by contribution assumption: employee only about $146,929 at 4% or $97,952 at 6%; with 50% employer match about $97,952 at 4% or $65,302 at 6%; with 100% employer match about $73,464 at 4% or $48,976 at 6%.
2006138$1,077,801$201,578$5,305iApproximate average salary by contribution assumption: employee only about $132,617 at 4% or $88,411 at 6%; with 50% employer match about $88,411 at 4% or $58,941 at 6%; with 100% employer match about $66,309 at 4% or $44,206 at 6%.
Willson, Jones, Carter & Baxley, P.A. 401(K) Plan-38$1,077,801$201,578$5,305iApproximate average salary by contribution assumption: employee only about $132,617 at 4% or $88,411 at 6%; with 50% employer match about $88,411 at 4% or $58,941 at 6%; with 100% employer match about $66,309 at 4% or $44,206 at 6%.
2005131$818,008$171,215$5,523iApproximate average salary by contribution assumption: employee only about $138,077 at 4% or $92,051 at 6%; with 50% employer match about $92,051 at 4% or $61,367 at 6%; with 100% employer match about $69,038 at 4% or $46,026 at 6%.
Willson, Jones, Carter & Baxley, P.A. 401(K) Plan-31$818,008$171,215$5,523iApproximate average salary by contribution assumption: employee only about $138,077 at 4% or $92,051 at 6%; with 50% employer match about $92,051 at 4% or $61,367 at 6%; with 100% employer match about $69,038 at 4% or $46,026 at 6%.
2004124$611,918$148,300$6,179iApproximate average salary by contribution assumption: employee only about $154,479 at 4% or $102,986 at 6%; with 50% employer match about $102,986 at 4% or $68,657 at 6%; with 100% employer match about $77,240 at 4% or $51,493 at 6%.
Willson, Jones, Carter & Baxley, P.A. 401(K) Plan-24$611,918$148,300$6,179iApproximate average salary by contribution assumption: employee only about $154,479 at 4% or $102,986 at 6%; with 50% employer match about $102,986 at 4% or $68,657 at 6%; with 100% employer match about $77,240 at 4% or $51,493 at 6%.
2003118$433,252$400,318$22,240iApproximate average salary by contribution assumption: employee only about $555,997 at 4% or $370,665 at 6%; with 50% employer match about $370,665 at 4% or $247,110 at 6%; with 100% employer match about $277,999 at 4% or $185,332 at 6%.
Willson, Jones, Carter & Baxley, P.A. 401(K) Plan-18$433,252$400,318$22,240iApproximate average salary by contribution assumption: employee only about $555,997 at 4% or $370,665 at 6%; with 50% employer match about $370,665 at 4% or $247,110 at 6%; with 100% employer match about $277,999 at 4% or $185,332 at 6%.
2002112$6,391$6,430$536iApproximate average salary by contribution assumption: employee only about $13,396 at 4% or $8,931 at 6%; with 50% employer match about $8,931 at 4% or $5,954 at 6%; with 100% employer match about $6,698 at 4% or $4,465 at 6%.
Willson, Jones, Carter & Baxley, P.A. 401(K) Plan-12$6,391$6,430$536iApproximate average salary by contribution assumption: employee only about $13,396 at 4% or $8,931 at 6%; with 50% employer match about $8,931 at 4% or $5,954 at 6%; with 100% employer match about $6,698 at 4% or $4,465 at 6%.