Civic Intelligence

TAKE 5 CAROLINAS LLC

Plan context: TAKE 5 CAROLINAS LLC 401(K) PROFIT SHARING PLAN & TRUST

EIN 82-2596048 • Charlotte, NC • 5 filings • 1 plans

200 Providence Rd Ste 300Charlotte, NC 28207-1437
Current Snapshot

Latest Year

2025

2025 Participants

55

2025 Assets

$253,358

2025 Contributions

$155,115

Historical Graphs

Total Assets Over Time

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

$253,358$126,679$0202120232025YearValue
$253,358Latest year 2025

Participants Over Time

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

55280202120232025YearValue
55Latest 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
2025155$253,358$155,115$2,820iApproximate average salary by contribution assumption: employee only about $70,507 at 4% or $47,005 at 6%; with 50% employer match about $47,005 at 4% or $31,336 at 6%; with 100% employer match about $35,253 at 4% or $23,502 at 6%.
TAKE 5 CAROLINAS LLC 401(K) PROFIT SHARING PLAN & TRUST-55$253,358$155,115$2,820iApproximate average salary by contribution assumption: employee only about $70,507 at 4% or $47,005 at 6%; with 50% employer match about $47,005 at 4% or $31,336 at 6%; with 100% employer match about $35,253 at 4% or $23,502 at 6%.
2024150$144,153$78,197$1,564iApproximate average salary by contribution assumption: employee only about $39,099 at 4% or $26,066 at 6%; with 50% employer match about $26,066 at 4% or $17,377 at 6%; with 100% employer match about $19,549 at 4% or $13,033 at 6%.
TAKE 5 CAROLINAS LLC 401(K) PROFIT SHARING PLAN & TRUST-50$144,153$78,197$1,564iApproximate average salary by contribution assumption: employee only about $39,099 at 4% or $26,066 at 6%; with 50% employer match about $26,066 at 4% or $17,377 at 6%; with 100% employer match about $19,549 at 4% or $13,033 at 6%.
2023141$132,479$76,081$1,856iApproximate average salary by contribution assumption: employee only about $46,391 at 4% or $30,927 at 6%; with 50% employer match about $30,927 at 4% or $20,618 at 6%; with 100% employer match about $23,195 at 4% or $15,464 at 6%.
TAKE 5 CAROLINAS LLC 401(K) PROFIT SHARING PLAN & TRUST-41$132,479$76,081$1,856iApproximate average salary by contribution assumption: employee only about $46,391 at 4% or $30,927 at 6%; with 50% employer match about $30,927 at 4% or $20,618 at 6%; with 100% employer match about $23,195 at 4% or $15,464 at 6%.
2022133$75,434$70,653$2,141iApproximate average salary by contribution assumption: employee only about $53,525 at 4% or $35,683 at 6%; with 50% employer match about $35,683 at 4% or $23,789 at 6%; with 100% employer match about $26,763 at 4% or $17,842 at 6%.
TAKE 5 CAROLINAS LLC 401(K) PROFIT SHARING PLAN & TRUST-33$75,434$70,653$2,141iApproximate average salary by contribution assumption: employee only about $53,525 at 4% or $35,683 at 6%; with 50% employer match about $35,683 at 4% or $23,789 at 6%; with 100% employer match about $26,763 at 4% or $17,842 at 6%.
2021113$17,549$34,765$2,674iApproximate average salary by contribution assumption: employee only about $66,856 at 4% or $44,571 at 6%; with 50% employer match about $44,571 at 4% or $29,714 at 6%; with 100% employer match about $33,428 at 4% or $22,285 at 6%.
TAKE 5 CAROLINAS LLC 401(K) PROFIT SHARING PLAN & TRUST-13$17,549$34,765$2,674iApproximate average salary by contribution assumption: employee only about $66,856 at 4% or $44,571 at 6%; with 50% employer match about $44,571 at 4% or $29,714 at 6%; with 100% employer match about $33,428 at 4% or $22,285 at 6%.
TAKE 5 CAROLINAS LLC | EIN 82-2596048 | 2025 Form 5500 Company Profile