Michele C. Huddleston, Cfp
Plan context: Michele C. Huddleston, Cfp Retirement Plan
EIN 06-1695450 • Greenville, SC • 16 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$1,187,530
2024 Contributions
$145,111
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 8 | $1,187,530 | $145,111 | $18,139iApproximate average salary by contribution assumption: employee only about $453,472 at 4% or $302,315 at 6%; with 50% employer match about $302,315 at 4% or $201,543 at 6%; with 100% employer match about $226,736 at 4% or $151,157 at 6%. |
| Michele C. Huddleston, Cfp Retirement Plan | - | 8 | $1,187,530 | $145,111 | $18,139iApproximate average salary by contribution assumption: employee only about $453,472 at 4% or $302,315 at 6%; with 50% employer match about $302,315 at 4% or $201,543 at 6%; with 100% employer match about $226,736 at 4% or $151,157 at 6%. |
| 2023 | 1 | 6 | $980,281 | $128,564 | $21,427iApproximate average salary by contribution assumption: employee only about $535,683 at 4% or $357,122 at 6%; with 50% employer match about $357,122 at 4% or $238,081 at 6%; with 100% employer match about $267,842 at 4% or $178,561 at 6%. |
| Michele C. Huddleston, Cfp Retirement Plan | - | 6 | $980,281 | $128,564 | $21,427iApproximate average salary by contribution assumption: employee only about $535,683 at 4% or $357,122 at 6%; with 50% employer match about $357,122 at 4% or $238,081 at 6%; with 100% employer match about $267,842 at 4% or $178,561 at 6%. |
| 2022 | 1 | 7 | $755,887 | $93,206 | $13,315iApproximate average salary by contribution assumption: employee only about $332,879 at 4% or $221,919 at 6%; with 50% employer match about $221,919 at 4% or $147,946 at 6%; with 100% employer match about $166,439 at 4% or $110,960 at 6%. |
| Michele C. Huddleston, Cfp Retirement Plan | - | 7 | $755,887 | $93,206 | $13,315iApproximate average salary by contribution assumption: employee only about $332,879 at 4% or $221,919 at 6%; with 50% employer match about $221,919 at 4% or $147,946 at 6%; with 100% employer match about $166,439 at 4% or $110,960 at 6%. |
| 2021 | 1 | 7 | $793,477 | $141,290 | $20,184iApproximate average salary by contribution assumption: employee only about $504,607 at 4% or $336,405 at 6%; with 50% employer match about $336,405 at 4% or $224,270 at 6%; with 100% employer match about $252,304 at 4% or $168,202 at 6%. |
| Michele C. Huddleston, Cfp Retirement Plan | - | 7 | $793,477 | $141,290 | $20,184iApproximate average salary by contribution assumption: employee only about $504,607 at 4% or $336,405 at 6%; with 50% employer match about $336,405 at 4% or $224,270 at 6%; with 100% employer match about $252,304 at 4% or $168,202 at 6%. |
| 2020 | 1 | 5 | $561,589 | $97,506 | $19,501iApproximate average salary by contribution assumption: employee only about $487,530 at 4% or $325,020 at 6%; with 50% employer match about $325,020 at 4% or $216,680 at 6%; with 100% employer match about $243,765 at 4% or $162,510 at 6%. |
| Michele C. Huddleston, Cfp Retirement Plan | - | 5 | $561,589 | $97,506 | $19,501iApproximate average salary by contribution assumption: employee only about $487,530 at 4% or $325,020 at 6%; with 50% employer match about $325,020 at 4% or $216,680 at 6%; with 100% employer match about $243,765 at 4% or $162,510 at 6%. |
| 2019 | 1 | 5 | $568,857 | $87,077 | $17,415iApproximate average salary by contribution assumption: employee only about $435,385 at 4% or $290,257 at 6%; with 50% employer match about $290,257 at 4% or $193,504 at 6%; with 100% employer match about $217,693 at 4% or $145,128 at 6%. |
| Michele C. Huddleston, Cfp Retirement Plan | - | 5 | $568,857 | $87,077 | $17,415iApproximate average salary by contribution assumption: employee only about $435,385 at 4% or $290,257 at 6%; with 50% employer match about $290,257 at 4% or $193,504 at 6%; with 100% employer match about $217,693 at 4% or $145,128 at 6%. |
| 2018 | 1 | 6 | $409,427 | $91,564 | $15,261iApproximate average salary by contribution assumption: employee only about $381,517 at 4% or $254,344 at 6%; with 50% employer match about $254,344 at 4% or $169,563 at 6%; with 100% employer match about $190,758 at 4% or $127,172 at 6%. |
| Michele C. Huddleston, Cfp Retirement Plan | - | 6 | $409,427 | $91,564 | $15,261iApproximate average salary by contribution assumption: employee only about $381,517 at 4% or $254,344 at 6%; with 50% employer match about $254,344 at 4% or $169,563 at 6%; with 100% employer match about $190,758 at 4% or $127,172 at 6%. |
| 2017 | 1 | 5 | $341,612 | $86,385 | $17,277iApproximate average salary by contribution assumption: employee only about $431,925 at 4% or $287,950 at 6%; with 50% employer match about $287,950 at 4% or $191,967 at 6%; with 100% employer match about $215,963 at 4% or $143,975 at 6%. |
| Michele C. Huddleston, Cfp Retirement Plan | - | 5 | $341,612 | $86,385 | $17,277iApproximate average salary by contribution assumption: employee only about $431,925 at 4% or $287,950 at 6%; with 50% employer match about $287,950 at 4% or $191,967 at 6%; with 100% employer match about $215,963 at 4% or $143,975 at 6%. |
| 2016 | 1 | 4 | $218,303 | $53,521 | $13,380iApproximate average salary by contribution assumption: employee only about $334,506 at 4% or $223,004 at 6%; with 50% employer match about $223,004 at 4% or $148,669 at 6%; with 100% employer match about $167,253 at 4% or $111,502 at 6%. |
| Michele C. Huddleston, Cfp Retirement Plan | - | 4 | $218,303 | $53,521 | $13,380iApproximate average salary by contribution assumption: employee only about $334,506 at 4% or $223,004 at 6%; with 50% employer match about $223,004 at 4% or $148,669 at 6%; with 100% employer match about $167,253 at 4% or $111,502 at 6%. |
| 2015 | 1 | 4 | $158,406 | $69,552 | $17,388iApproximate average salary by contribution assumption: employee only about $434,700 at 4% or $289,800 at 6%; with 50% employer match about $289,800 at 4% or $193,200 at 6%; with 100% employer match about $217,350 at 4% or $144,900 at 6%. |
| Michele C. Huddleston, Cfp Retirement Plan | - | 4 | $158,406 | $69,552 | $17,388iApproximate average salary by contribution assumption: employee only about $434,700 at 4% or $289,800 at 6%; with 50% employer match about $289,800 at 4% or $193,200 at 6%; with 100% employer match about $217,350 at 4% or $144,900 at 6%. |
| 2014 | 1 | 6 | $630,714 | $55,473 | $9,246iApproximate average salary by contribution assumption: employee only about $231,138 at 4% or $154,092 at 6%; with 50% employer match about $154,092 at 4% or $102,728 at 6%; with 100% employer match about $115,569 at 4% or $77,046 at 6%. |
| Michele C. Huddleston, Cfp Retirement Plan | - | 6 | $630,714 | $55,473 | $9,246iApproximate average salary by contribution assumption: employee only about $231,138 at 4% or $154,092 at 6%; with 50% employer match about $154,092 at 4% or $102,728 at 6%; with 100% employer match about $115,569 at 4% or $77,046 at 6%. |
| 2013 | 1 | 3 | $672,250 | $17,186 | $5,729iApproximate average salary by contribution assumption: employee only about $143,217 at 4% or $95,478 at 6%; with 50% employer match about $95,478 at 4% or $63,652 at 6%; with 100% employer match about $71,608 at 4% or $47,739 at 6%. |
| Michele C. Huddleston, Cfp Retirement Plan | - | 3 | $672,250 | $17,186 | $5,729iApproximate average salary by contribution assumption: employee only about $143,217 at 4% or $95,478 at 6%; with 50% employer match about $95,478 at 4% or $63,652 at 6%; with 100% employer match about $71,608 at 4% or $47,739 at 6%. |
| 2012 | 1 | 3 | $597,000 | $30,349 | $10,116iApproximate average salary by contribution assumption: employee only about $252,908 at 4% or $168,606 at 6%; with 50% employer match about $168,606 at 4% or $112,404 at 6%; with 100% employer match about $126,454 at 4% or $84,303 at 6%. |
| Michele C. Huddleston, Cfp Retirement Plan | - | 3 | $597,000 | $30,349 | $10,116iApproximate average salary by contribution assumption: employee only about $252,908 at 4% or $168,606 at 6%; with 50% employer match about $168,606 at 4% or $112,404 at 6%; with 100% employer match about $126,454 at 4% or $84,303 at 6%. |
| 2011 | 1 | 3 | $495,687 | $30,821 | $10,274iApproximate average salary by contribution assumption: employee only about $256,842 at 4% or $171,228 at 6%; with 50% employer match about $171,228 at 4% or $114,152 at 6%; with 100% employer match about $128,421 at 4% or $85,614 at 6%. |
| Michele C. Huddleston, Cfp Retirement Plan | - | 3 | $495,687 | $30,821 | $10,274iApproximate average salary by contribution assumption: employee only about $256,842 at 4% or $171,228 at 6%; with 50% employer match about $171,228 at 4% or $114,152 at 6%; with 100% employer match about $128,421 at 4% or $85,614 at 6%. |
| 2010 | 1 | 2 | $488,637 | $26,093 | $13,047iApproximate average salary by contribution assumption: employee only about $326,163 at 4% or $217,442 at 6%; with 50% employer match about $217,442 at 4% or $144,961 at 6%; with 100% employer match about $163,081 at 4% or $108,721 at 6%. |
| Michele C. Huddleston, Cfp Retirement Plan | - | 2 | $488,637 | $26,093 | $13,047iApproximate average salary by contribution assumption: employee only about $326,163 at 4% or $217,442 at 6%; with 50% employer match about $217,442 at 4% or $144,961 at 6%; with 100% employer match about $163,081 at 4% or $108,721 at 6%. |
| 2009 | 1 | 3 | $401,745 | $331,490 | $110,497iApproximate average salary by contribution assumption: employee only about $2,762,417 at 4% or $1,841,611 at 6%; with 50% employer match about $1,841,611 at 4% or $1,227,741 at 6%; with 100% employer match about $1,381,208 at 4% or $920,806 at 6%. |
| Michele C. Huddleston, Cfp Retirement Plan | - | 3 | $401,745 | $331,490 | $110,497iApproximate average salary by contribution assumption: employee only about $2,762,417 at 4% or $1,841,611 at 6%; with 50% employer match about $1,841,611 at 4% or $1,227,741 at 6%; with 100% employer match about $1,381,208 at 4% or $920,806 at 6%. |