Civic Intelligence

Allen Tate Real Estate LLC

Plan context: Allen Tate Companies Retirement Plan

EIN 83-2095449 • Charlotte, NC • 11 filings • 4 plans

6700 Fairview RoadSuite 200Charlotte, NC 28210
Current Snapshot

Latest Year

2024

2024 Participants

252

2024 Assets

$22,629,354

2024 Contributions

$1,865,411

Historical Graphs

Total Assets Over Time

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

$23,085,761$11,542,881$0202120232024YearValue
$22,629,354Latest year 2024

Participants Over Time

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

3151580202020222024YearValue
252Latest 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
20243252$22,629,354$1,865,411$7,402iApproximate average salary by contribution assumption: employee only about $185,061 at 4% or $123,374 at 6%; with 50% employer match about $123,374 at 4% or $82,249 at 6%; with 100% employer match about $92,530 at 4% or $61,687 at 6%.
Allen Tate Companies Retirement Plan-252$17,302,037$1,520,519$6,034iApproximate average salary by contribution assumption: employee only about $150,845 at 4% or $100,563 at 6%; with 50% employer match about $100,563 at 4% or $67,042 at 6%; with 100% employer match about $75,423 at 4% or $50,282 at 6%.
Beverly-Hanks & Associates Profit Sharing Plan-43$5,327,317$344,892$8,021iApproximate average salary by contribution assumption: employee only about $200,519 at 4% or $133,679 at 6%; with 50% employer match about $133,679 at 4% or $89,119 at 6%; with 100% employer match about $100,259 at 4% or $66,840 at 6%.
Allen Tate Company Cafeteria Plan-250---
20233302$23,085,761$2,129,492$7,051iApproximate average salary by contribution assumption: employee only about $176,282 at 4% or $117,522 at 6%; with 50% employer match about $117,522 at 4% or $78,348 at 6%; with 100% employer match about $88,141 at 4% or $58,761 at 6%.
Allen Tate Companies Retirement Plan-239$16,355,242$1,756,401$7,349iApproximate average salary by contribution assumption: employee only about $183,724 at 4% or $122,483 at 6%; with 50% employer match about $122,483 at 4% or $81,655 at 6%; with 100% employer match about $91,862 at 4% or $61,241 at 6%.
Beverly-Hanks & Associates Profit Sharing Plan-52$6,730,519$373,091$7,175iApproximate average salary by contribution assumption: employee only about $179,371 at 4% or $119,580 at 6%; with 50% employer match about $119,580 at 4% or $79,720 at 6%; with 100% employer match about $89,685 at 4% or $59,790 at 6%.
Allen Tate Company Cafeteria Plan-302---
20222315$15,181,700$2,054,280$6,522iApproximate average salary by contribution assumption: employee only about $163,038 at 4% or $108,692 at 6%; with 50% employer match about $108,692 at 4% or $72,461 at 6%; with 100% employer match about $81,519 at 4% or $54,346 at 6%.
Allen Tate Companies Retirement Plan-315$15,181,700$2,054,280$6,522iApproximate average salary by contribution assumption: employee only about $163,038 at 4% or $108,692 at 6%; with 50% employer match about $108,692 at 4% or $72,461 at 6%; with 100% employer match about $81,519 at 4% or $54,346 at 6%.
Allen Tate Company Cafeteria Plan-234---
20212257$18,089,192$2,030,258$7,900iApproximate average salary by contribution assumption: employee only about $197,496 at 4% or $131,664 at 6%; with 50% employer match about $131,664 at 4% or $87,776 at 6%; with 100% employer match about $98,748 at 4% or $65,832 at 6%.
Allen Tate Companies Retirement Plan-254$18,089,192$2,030,258$7,993iApproximate average salary by contribution assumption: employee only about $199,829 at 4% or $133,219 at 6%; with 50% employer match about $133,219 at 4% or $88,813 at 6%; with 100% employer match about $99,914 at 4% or $66,610 at 6%.
Allen Tate Company Cafeteria Plan-257---
20201258$0$0-
Allen Tate Company Cafeteria Plan-258---