Civic Intelligence

Carolinas Wealth Management

Plan context: Carolinas Wealth Management 401(K) Ps Plan

EIN 20-0494100 • Myrtle Beach, SC • 18 filings • 2 plans

1300 Professional DrSuite 202Myrtle Beach, SC 29577
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$2,075,359

2024 Contributions

$140,976

Historical Graphs

Total Assets Over Time

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

$2,075,359$1,037,680$0200720162024YearValue
$2,075,359Latest year 2024

Participants Over Time

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

1160200720162024YearValue
10Latest 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
2024110$2,075,359$140,976$14,098iApproximate average salary by contribution assumption: employee only about $352,440 at 4% or $234,960 at 6%; with 50% employer match about $234,960 at 4% or $156,640 at 6%; with 100% employer match about $176,220 at 4% or $117,480 at 6%.
Carolinas Wealth Management 401(K) Ps Plan-10$2,075,359$140,976$14,098iApproximate average salary by contribution assumption: employee only about $352,440 at 4% or $234,960 at 6%; with 50% employer match about $234,960 at 4% or $156,640 at 6%; with 100% employer match about $176,220 at 4% or $117,480 at 6%.
2023111$1,623,842$164,821$14,984iApproximate average salary by contribution assumption: employee only about $374,593 at 4% or $249,729 at 6%; with 50% employer match about $249,729 at 4% or $166,486 at 6%; with 100% employer match about $187,297 at 4% or $124,864 at 6%.
Carolinas Wealth Management 401(K) Ps Plan-11$1,623,842$164,821$14,984iApproximate average salary by contribution assumption: employee only about $374,593 at 4% or $249,729 at 6%; with 50% employer match about $249,729 at 4% or $166,486 at 6%; with 100% employer match about $187,297 at 4% or $124,864 at 6%.
202216$1,205,727$100,115$16,686iApproximate average salary by contribution assumption: employee only about $417,146 at 4% or $278,097 at 6%; with 50% employer match about $278,097 at 4% or $185,398 at 6%; with 100% employer match about $208,573 at 4% or $139,049 at 6%.
Carolinas Wealth Management 401(K) Ps Plan-6$1,205,727$100,115$16,686iApproximate average salary by contribution assumption: employee only about $417,146 at 4% or $278,097 at 6%; with 50% employer match about $278,097 at 4% or $185,398 at 6%; with 100% employer match about $208,573 at 4% or $139,049 at 6%.
202114$1,563,659$96,464$24,116iApproximate average salary by contribution assumption: employee only about $602,900 at 4% or $401,933 at 6%; with 50% employer match about $401,933 at 4% or $267,956 at 6%; with 100% employer match about $301,450 at 4% or $200,967 at 6%.
Carolinas Wealth Management 401(K) Ps Plan-4$1,563,659$96,464$24,116iApproximate average salary by contribution assumption: employee only about $602,900 at 4% or $401,933 at 6%; with 50% employer match about $401,933 at 4% or $267,956 at 6%; with 100% employer match about $301,450 at 4% or $200,967 at 6%.
202014$1,387,134$94,187$23,547iApproximate average salary by contribution assumption: employee only about $588,669 at 4% or $392,446 at 6%; with 50% employer match about $392,446 at 4% or $261,631 at 6%; with 100% employer match about $294,334 at 4% or $196,223 at 6%.
Carolinas Wealth Management 401(K) Ps Plan-4$1,387,134$94,187$23,547iApproximate average salary by contribution assumption: employee only about $588,669 at 4% or $392,446 at 6%; with 50% employer match about $392,446 at 4% or $261,631 at 6%; with 100% employer match about $294,334 at 4% or $196,223 at 6%.
201915$1,059,711$77,754$15,551iApproximate average salary by contribution assumption: employee only about $388,770 at 4% or $259,180 at 6%; with 50% employer match about $259,180 at 4% or $172,787 at 6%; with 100% employer match about $194,385 at 4% or $129,590 at 6%.
Carolinas Wealth Management 401(K) Ps Plan-5$1,059,711$77,754$15,551iApproximate average salary by contribution assumption: employee only about $388,770 at 4% or $259,180 at 6%; with 50% employer match about $259,180 at 4% or $172,787 at 6%; with 100% employer match about $194,385 at 4% or $129,590 at 6%.
201816$799,635$82,850$13,808iApproximate average salary by contribution assumption: employee only about $345,208 at 4% or $230,139 at 6%; with 50% employer match about $230,139 at 4% or $153,426 at 6%; with 100% employer match about $172,604 at 4% or $115,069 at 6%.
Carolinas Wealth Management 401(K) Ps Plan-6$799,635$82,850$13,808iApproximate average salary by contribution assumption: employee only about $345,208 at 4% or $230,139 at 6%; with 50% employer match about $230,139 at 4% or $153,426 at 6%; with 100% employer match about $172,604 at 4% or $115,069 at 6%.
201716$788,369$81,611$13,602iApproximate average salary by contribution assumption: employee only about $340,046 at 4% or $226,697 at 6%; with 50% employer match about $226,697 at 4% or $151,131 at 6%; with 100% employer match about $170,023 at 4% or $113,349 at 6%.
Carolinas Wealth Management 401(K) Ps Plan-6$788,369$81,611$13,602iApproximate average salary by contribution assumption: employee only about $340,046 at 4% or $226,697 at 6%; with 50% employer match about $226,697 at 4% or $151,131 at 6%; with 100% employer match about $170,023 at 4% or $113,349 at 6%.
201615$581,552$73,894$14,779iApproximate average salary by contribution assumption: employee only about $369,470 at 4% or $246,313 at 6%; with 50% employer match about $246,313 at 4% or $164,209 at 6%; with 100% employer match about $184,735 at 4% or $123,157 at 6%.
Carolinas Wealth Management 401(K) Ps Plan-5$581,552$73,894$14,779iApproximate average salary by contribution assumption: employee only about $369,470 at 4% or $246,313 at 6%; with 50% employer match about $246,313 at 4% or $164,209 at 6%; with 100% employer match about $184,735 at 4% or $123,157 at 6%.
201518$612,180$133,547$16,693iApproximate average salary by contribution assumption: employee only about $417,334 at 4% or $278,223 at 6%; with 50% employer match about $278,223 at 4% or $185,482 at 6%; with 100% employer match about $208,667 at 4% or $139,111 at 6%.
Carolinas Wealth Management 401(K) Ps Plan-8$612,180$133,547$16,693iApproximate average salary by contribution assumption: employee only about $417,334 at 4% or $278,223 at 6%; with 50% employer match about $278,223 at 4% or $185,482 at 6%; with 100% employer match about $208,667 at 4% or $139,111 at 6%.
201419$522,716$113,581$12,620iApproximate average salary by contribution assumption: employee only about $315,503 at 4% or $210,335 at 6%; with 50% employer match about $210,335 at 4% or $140,223 at 6%; with 100% employer match about $157,751 at 4% or $105,168 at 6%.
Carolinas Wealth Management 401(K) Ps Plan-9$522,716$113,581$12,620iApproximate average salary by contribution assumption: employee only about $315,503 at 4% or $210,335 at 6%; with 50% employer match about $210,335 at 4% or $140,223 at 6%; with 100% employer match about $157,751 at 4% or $105,168 at 6%.
201319$390,746$107,753$11,973iApproximate average salary by contribution assumption: employee only about $299,314 at 4% or $199,543 at 6%; with 50% employer match about $199,543 at 4% or $133,028 at 6%; with 100% employer match about $149,657 at 4% or $99,771 at 6%.
Carolinas Wealth Management 401(K) Ps Plan-9$390,746$107,753$11,973iApproximate average salary by contribution assumption: employee only about $299,314 at 4% or $199,543 at 6%; with 50% employer match about $199,543 at 4% or $133,028 at 6%; with 100% employer match about $149,657 at 4% or $99,771 at 6%.
201215$210,596$60,546$12,109iApproximate average salary by contribution assumption: employee only about $302,730 at 4% or $201,820 at 6%; with 50% employer match about $201,820 at 4% or $134,547 at 6%; with 100% employer match about $151,365 at 4% or $100,910 at 6%.
Carolinas Wealth Management 401(K) Ps Plan-5$210,596$60,546$12,109iApproximate average salary by contribution assumption: employee only about $302,730 at 4% or $201,820 at 6%; with 50% employer match about $201,820 at 4% or $134,547 at 6%; with 100% employer match about $151,365 at 4% or $100,910 at 6%.
201117$144,002$50,119$7,160iApproximate average salary by contribution assumption: employee only about $178,996 at 4% or $119,331 at 6%; with 50% employer match about $119,331 at 4% or $79,554 at 6%; with 100% employer match about $89,498 at 4% or $59,665 at 6%.
Carolinas Wealth Management 401(K) Ps Plan-7$144,002$50,119$7,160iApproximate average salary by contribution assumption: employee only about $178,996 at 4% or $119,331 at 6%; with 50% employer match about $119,331 at 4% or $79,554 at 6%; with 100% employer match about $89,498 at 4% or $59,665 at 6%.
201016$101,740$18,461$3,077iApproximate average salary by contribution assumption: employee only about $76,921 at 4% or $51,281 at 6%; with 50% employer match about $51,281 at 4% or $34,187 at 6%; with 100% employer match about $38,460 at 4% or $25,640 at 6%.
Carolinas Wealth Management 401(K) Ps Plan-6$101,740$18,461$3,077iApproximate average salary by contribution assumption: employee only about $76,921 at 4% or $51,281 at 6%; with 50% employer match about $51,281 at 4% or $34,187 at 6%; with 100% employer match about $38,460 at 4% or $25,640 at 6%.
200916$69,556$23,374$3,896iApproximate average salary by contribution assumption: employee only about $97,392 at 4% or $64,928 at 6%; with 50% employer match about $64,928 at 4% or $43,285 at 6%; with 100% employer match about $48,696 at 4% or $32,464 at 6%.
Carolinas Wealth Management 401(K) Ps Plan-6$69,556$23,374$3,896iApproximate average salary by contribution assumption: employee only about $97,392 at 4% or $64,928 at 6%; with 50% employer match about $64,928 at 4% or $43,285 at 6%; with 100% employer match about $48,696 at 4% or $32,464 at 6%.
200816$30,150$37,789$6,298iApproximate average salary by contribution assumption: employee only about $157,454 at 4% or $104,969 at 6%; with 50% employer match about $104,969 at 4% or $69,980 at 6%; with 100% employer match about $78,727 at 4% or $52,485 at 6%.
Carolinas Wealth Management 401(K) Ps Plan-6$30,150$37,789$6,298iApproximate average salary by contribution assumption: employee only about $157,454 at 4% or $104,969 at 6%; with 50% employer match about $104,969 at 4% or $69,980 at 6%; with 100% employer match about $78,727 at 4% or $52,485 at 6%.
200716$2,579$2,587$431iApproximate average salary by contribution assumption: employee only about $10,779 at 4% or $7,186 at 6%; with 50% employer match about $7,186 at 4% or $4,791 at 6%; with 100% employer match about $5,390 at 4% or $3,593 at 6%.
Carolinas Wealth Management 401(K) Ps Plan-6$2,579$2,587$431iApproximate average salary by contribution assumption: employee only about $10,779 at 4% or $7,186 at 6%; with 50% employer match about $7,186 at 4% or $4,791 at 6%; with 100% employer match about $5,390 at 4% or $3,593 at 6%.