Civic Intelligence

Collins Wealth Management Inc.

Plan context: Collins Wealth Management Inc. 401(K) Plan

EIN 04-3760335 • Goldsboro, NC • 15 filings • 1 plans

505-a North Spence AveGoldsboro, NC 27534
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$591,593

2025 Contributions

$138,200

Historical Graphs

Total Assets Over Time

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

$1,929,870$964,935$0201120182025YearValue
$591,593Latest year 2025

Participants Over Time

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

530201120182025YearValue
3Latest 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
202513$591,593$138,200$46,067iApproximate average salary by contribution assumption: employee only about $1,151,667 at 4% or $767,778 at 6%; with 50% employer match about $767,778 at 4% or $511,852 at 6%; with 100% employer match about $575,833 at 4% or $383,889 at 6%.
Collins Wealth Management Inc. 401(K) Plan-3$591,593$138,200$46,067iApproximate average salary by contribution assumption: employee only about $1,151,667 at 4% or $767,778 at 6%; with 50% employer match about $767,778 at 4% or $511,852 at 6%; with 100% employer match about $575,833 at 4% or $383,889 at 6%.
202413$1,349,333$124,950$41,650iApproximate average salary by contribution assumption: employee only about $1,041,250 at 4% or $694,167 at 6%; with 50% employer match about $694,167 at 4% or $462,778 at 6%; with 100% employer match about $520,625 at 4% or $347,083 at 6%.
Collins Wealth Management Inc. 401(K) Plan-3$1,349,333$124,950$41,650iApproximate average salary by contribution assumption: employee only about $1,041,250 at 4% or $694,167 at 6%; with 50% employer match about $694,167 at 4% or $462,778 at 6%; with 100% employer match about $520,625 at 4% or $347,083 at 6%.
202313$1,381,899$129,221$43,074iApproximate average salary by contribution assumption: employee only about $1,076,842 at 4% or $717,894 at 6%; with 50% employer match about $717,894 at 4% or $478,596 at 6%; with 100% employer match about $538,421 at 4% or $358,947 at 6%.
Collins Wealth Management Inc. 401(K) Plan-3$1,381,899$129,221$43,074iApproximate average salary by contribution assumption: employee only about $1,076,842 at 4% or $717,894 at 6%; with 50% employer match about $717,894 at 4% or $478,596 at 6%; with 100% employer match about $538,421 at 4% or $358,947 at 6%.
202214$1,398,114$127,458$31,865iApproximate average salary by contribution assumption: employee only about $796,613 at 4% or $531,075 at 6%; with 50% employer match about $531,075 at 4% or $354,050 at 6%; with 100% employer match about $398,306 at 4% or $265,538 at 6%.
Collins Wealth Management Inc. 401(K) Plan-4$1,398,114$127,458$31,865iApproximate average salary by contribution assumption: employee only about $796,613 at 4% or $531,075 at 6%; with 50% employer match about $531,075 at 4% or $354,050 at 6%; with 100% employer match about $398,306 at 4% or $265,538 at 6%.
202114$1,929,870$67,423$16,856iApproximate average salary by contribution assumption: employee only about $421,394 at 4% or $280,929 at 6%; with 50% employer match about $280,929 at 4% or $187,286 at 6%; with 100% employer match about $210,697 at 4% or $140,465 at 6%.
Collins Wealth Management Inc. 401(K) Plan-4$1,929,870$67,423$16,856iApproximate average salary by contribution assumption: employee only about $421,394 at 4% or $280,929 at 6%; with 50% employer match about $280,929 at 4% or $187,286 at 6%; with 100% employer match about $210,697 at 4% or $140,465 at 6%.
202014$1,554,336$87,013$21,753iApproximate average salary by contribution assumption: employee only about $543,831 at 4% or $362,554 at 6%; with 50% employer match about $362,554 at 4% or $241,703 at 6%; with 100% employer match about $271,916 at 4% or $181,277 at 6%.
Collins Wealth Management Inc. 401(K) Plan-4$1,554,336$87,013$21,753iApproximate average salary by contribution assumption: employee only about $543,831 at 4% or $362,554 at 6%; with 50% employer match about $362,554 at 4% or $241,703 at 6%; with 100% employer match about $271,916 at 4% or $181,277 at 6%.
201914$1,252,533$85,948$21,487iApproximate average salary by contribution assumption: employee only about $537,175 at 4% or $358,117 at 6%; with 50% employer match about $358,117 at 4% or $238,744 at 6%; with 100% employer match about $268,588 at 4% or $179,058 at 6%.
Collins Wealth Management Inc. 401(K) Plan-4$1,252,533$85,948$21,487iApproximate average salary by contribution assumption: employee only about $537,175 at 4% or $358,117 at 6%; with 50% employer match about $358,117 at 4% or $238,744 at 6%; with 100% employer match about $268,588 at 4% or $179,058 at 6%.
201814$938,951$122,848$30,712iApproximate average salary by contribution assumption: employee only about $767,800 at 4% or $511,867 at 6%; with 50% employer match about $511,867 at 4% or $341,244 at 6%; with 100% employer match about $383,900 at 4% or $255,933 at 6%.
Collins Wealth Management Inc. 401(K) Plan-4$938,951$122,848$30,712iApproximate average salary by contribution assumption: employee only about $767,800 at 4% or $511,867 at 6%; with 50% employer match about $511,867 at 4% or $341,244 at 6%; with 100% employer match about $383,900 at 4% or $255,933 at 6%.
201714$871,398$78,877$19,719iApproximate average salary by contribution assumption: employee only about $492,981 at 4% or $328,654 at 6%; with 50% employer match about $328,654 at 4% or $219,103 at 6%; with 100% employer match about $246,491 at 4% or $164,327 at 6%.
Collins Wealth Management Inc. 401(K) Plan-4$871,398$78,877$19,719iApproximate average salary by contribution assumption: employee only about $492,981 at 4% or $328,654 at 6%; with 50% employer match about $328,654 at 4% or $219,103 at 6%; with 100% employer match about $246,491 at 4% or $164,327 at 6%.
201614$636,406$77,814$19,454iApproximate average salary by contribution assumption: employee only about $486,338 at 4% or $324,225 at 6%; with 50% employer match about $324,225 at 4% or $216,150 at 6%; with 100% employer match about $243,169 at 4% or $162,113 at 6%.
Collins Wealth Management Inc. 401(K) Plan-4$636,406$77,814$19,454iApproximate average salary by contribution assumption: employee only about $486,338 at 4% or $324,225 at 6%; with 50% employer match about $324,225 at 4% or $216,150 at 6%; with 100% employer match about $243,169 at 4% or $162,113 at 6%.
201515$553,218$76,514$15,303iApproximate average salary by contribution assumption: employee only about $382,570 at 4% or $255,047 at 6%; with 50% employer match about $255,047 at 4% or $170,031 at 6%; with 100% employer match about $191,285 at 4% or $127,523 at 6%.
Collins Wealth Management Inc. 401(K) Plan-5$553,218$76,514$15,303iApproximate average salary by contribution assumption: employee only about $382,570 at 4% or $255,047 at 6%; with 50% employer match about $255,047 at 4% or $170,031 at 6%; with 100% employer match about $191,285 at 4% or $127,523 at 6%.
201415$471,785$75,514$15,103iApproximate average salary by contribution assumption: employee only about $377,570 at 4% or $251,713 at 6%; with 50% employer match about $251,713 at 4% or $167,809 at 6%; with 100% employer match about $188,785 at 4% or $125,857 at 6%.
Collins Wealth Management Inc. 401(K) Plan-5$471,785$75,514$15,103iApproximate average salary by contribution assumption: employee only about $377,570 at 4% or $251,713 at 6%; with 50% employer match about $251,713 at 4% or $167,809 at 6%; with 100% employer match about $188,785 at 4% or $125,857 at 6%.
201315$367,855$72,493$14,499iApproximate average salary by contribution assumption: employee only about $362,465 at 4% or $241,643 at 6%; with 50% employer match about $241,643 at 4% or $161,096 at 6%; with 100% employer match about $181,233 at 4% or $120,822 at 6%.
Collins Wealth Management Inc. 401(K) Plan-5$367,855$72,493$14,499iApproximate average salary by contribution assumption: employee only about $362,465 at 4% or $241,643 at 6%; with 50% employer match about $241,643 at 4% or $161,096 at 6%; with 100% employer match about $181,233 at 4% or $120,822 at 6%.
201214$237,747$63,787$15,947iApproximate average salary by contribution assumption: employee only about $398,669 at 4% or $265,779 at 6%; with 50% employer match about $265,779 at 4% or $177,186 at 6%; with 100% employer match about $199,334 at 4% or $132,890 at 6%.
Collins Wealth Management Inc. 401(K) Plan-4$237,747$63,787$15,947iApproximate average salary by contribution assumption: employee only about $398,669 at 4% or $265,779 at 6%; with 50% employer match about $265,779 at 4% or $177,186 at 6%; with 100% employer match about $199,334 at 4% or $132,890 at 6%.
201112$144,908$143,274$71,637iApproximate average salary by contribution assumption: employee only about $1,790,925 at 4% or $1,193,950 at 6%; with 50% employer match about $1,193,950 at 4% or $795,967 at 6%; with 100% employer match about $895,463 at 4% or $596,975 at 6%.
Collins Wealth Management Inc. 401(K) Plan-2$144,908$143,274$71,637iApproximate average salary by contribution assumption: employee only about $1,790,925 at 4% or $1,193,950 at 6%; with 50% employer match about $1,193,950 at 4% or $795,967 at 6%; with 100% employer match about $895,463 at 4% or $596,975 at 6%.