Civic Intelligence

Pathfinder Wealth Consulting

Plan context: Pathfinder Wealth Consulting 401(K) P/S Plan

EIN 20-2687798 • Wilmington, NC • 20 filings • 2 plans

4018 Oleander DrSuite 102Wilmington, NC 28403
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$3,876,804

2024 Contributions

$374,723

Historical Graphs

Total Assets Over Time

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

$4,801,011$2,400,506$0200520152024YearValue
$3,876,804Latest year 2024

Participants Over Time

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

1680200520152024YearValue
15Latest 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
2024115$3,876,804$374,723$24,982iApproximate average salary by contribution assumption: employee only about $624,538 at 4% or $416,359 at 6%; with 50% employer match about $416,359 at 4% or $277,573 at 6%; with 100% employer match about $312,269 at 4% or $208,179 at 6%.
Pathfinder Wealth Consulting 401(K) P/S Plan-15$3,876,804$374,723$24,982iApproximate average salary by contribution assumption: employee only about $624,538 at 4% or $416,359 at 6%; with 50% employer match about $416,359 at 4% or $277,573 at 6%; with 100% employer match about $312,269 at 4% or $208,179 at 6%.
2023115$4,801,011$302,624$20,175iApproximate average salary by contribution assumption: employee only about $504,373 at 4% or $336,249 at 6%; with 50% employer match about $336,249 at 4% or $224,166 at 6%; with 100% employer match about $252,187 at 4% or $168,124 at 6%.
Pathfinder Wealth Consulting 401(K) P/S Plan-15$4,801,011$302,624$20,175iApproximate average salary by contribution assumption: employee only about $504,373 at 4% or $336,249 at 6%; with 50% employer match about $336,249 at 4% or $224,166 at 6%; with 100% employer match about $252,187 at 4% or $168,124 at 6%.
2022116$3,916,756$264,138$16,509iApproximate average salary by contribution assumption: employee only about $412,716 at 4% or $275,144 at 6%; with 50% employer match about $275,144 at 4% or $183,429 at 6%; with 100% employer match about $206,358 at 4% or $137,572 at 6%.
Pathfinder Wealth Consulting 401(K) P/S Plan-16$3,916,756$264,138$16,509iApproximate average salary by contribution assumption: employee only about $412,716 at 4% or $275,144 at 6%; with 50% employer match about $275,144 at 4% or $183,429 at 6%; with 100% employer match about $206,358 at 4% or $137,572 at 6%.
2021110$4,586,226$337,859$33,786iApproximate average salary by contribution assumption: employee only about $844,648 at 4% or $563,098 at 6%; with 50% employer match about $563,098 at 4% or $375,399 at 6%; with 100% employer match about $422,324 at 4% or $281,549 at 6%.
Pathfinder Wealth Consulting 401(K) P/S Plan-10$4,586,226$337,859$33,786iApproximate average salary by contribution assumption: employee only about $844,648 at 4% or $563,098 at 6%; with 50% employer match about $563,098 at 4% or $375,399 at 6%; with 100% employer match about $422,324 at 4% or $281,549 at 6%.
202019$3,549,755$307,184$34,132iApproximate average salary by contribution assumption: employee only about $853,289 at 4% or $568,859 at 6%; with 50% employer match about $568,859 at 4% or $379,240 at 6%; with 100% employer match about $426,644 at 4% or $284,430 at 6%.
Pathfinder Wealth Consulting 401(K) P/S Plan-9$3,549,755$307,184$34,132iApproximate average salary by contribution assumption: employee only about $853,289 at 4% or $568,859 at 6%; with 50% employer match about $568,859 at 4% or $379,240 at 6%; with 100% employer match about $426,644 at 4% or $284,430 at 6%.
201919$2,778,005$272,651$30,295iApproximate average salary by contribution assumption: employee only about $757,364 at 4% or $504,909 at 6%; with 50% employer match about $504,909 at 4% or $336,606 at 6%; with 100% employer match about $378,682 at 4% or $252,455 at 6%.
Pathfinder Wealth Consulting 401(K) P/S Plan-9$2,778,005$272,651$30,295iApproximate average salary by contribution assumption: employee only about $757,364 at 4% or $504,909 at 6%; with 50% employer match about $504,909 at 4% or $336,606 at 6%; with 100% employer match about $378,682 at 4% or $252,455 at 6%.
201815$1,972,622$196,732$39,346iApproximate average salary by contribution assumption: employee only about $983,660 at 4% or $655,773 at 6%; with 50% employer match about $655,773 at 4% or $437,182 at 6%; with 100% employer match about $491,830 at 4% or $327,887 at 6%.
Pathfinder Wealth Consulting 401(K) P/S Plan-5$1,972,622$196,732$39,346iApproximate average salary by contribution assumption: employee only about $983,660 at 4% or $655,773 at 6%; with 50% employer match about $655,773 at 4% or $437,182 at 6%; with 100% employer match about $491,830 at 4% or $327,887 at 6%.
201716$2,018,595$184,385$30,731iApproximate average salary by contribution assumption: employee only about $768,271 at 4% or $512,181 at 6%; with 50% employer match about $512,181 at 4% or $341,454 at 6%; with 100% employer match about $384,135 at 4% or $256,090 at 6%.
Pathfinder Wealth Consulting 401(K) P/S Plan-6$2,018,595$184,385$30,731iApproximate average salary by contribution assumption: employee only about $768,271 at 4% or $512,181 at 6%; with 50% employer match about $512,181 at 4% or $341,454 at 6%; with 100% employer match about $384,135 at 4% or $256,090 at 6%.
201615$1,511,753$149,155$29,831iApproximate average salary by contribution assumption: employee only about $745,775 at 4% or $497,183 at 6%; with 50% employer match about $497,183 at 4% or $331,456 at 6%; with 100% employer match about $372,888 at 4% or $248,592 at 6%.
Pathfinder Wealth Consulting 401(K) P/S Plan-5$1,511,753$149,155$29,831iApproximate average salary by contribution assumption: employee only about $745,775 at 4% or $497,183 at 6%; with 50% employer match about $497,183 at 4% or $331,456 at 6%; with 100% employer match about $372,888 at 4% or $248,592 at 6%.
201515$1,494,259$184,365$36,873iApproximate average salary by contribution assumption: employee only about $921,825 at 4% or $614,550 at 6%; with 50% employer match about $614,550 at 4% or $409,700 at 6%; with 100% employer match about $460,913 at 4% or $307,275 at 6%.
Pathfinder Wealth Consulting 401(K) P/S Plan-5$1,494,259$184,365$36,873iApproximate average salary by contribution assumption: employee only about $921,825 at 4% or $614,550 at 6%; with 50% employer match about $614,550 at 4% or $409,700 at 6%; with 100% employer match about $460,913 at 4% or $307,275 at 6%.
201415$1,336,595$151,308$30,262iApproximate average salary by contribution assumption: employee only about $756,540 at 4% or $504,360 at 6%; with 50% employer match about $504,360 at 4% or $336,240 at 6%; with 100% employer match about $378,270 at 4% or $252,180 at 6%.
Pathfinder Wealth Consulting 401(K) P/S Plan-5$1,336,595$151,308$30,262iApproximate average salary by contribution assumption: employee only about $756,540 at 4% or $504,360 at 6%; with 50% employer match about $504,360 at 4% or $336,240 at 6%; with 100% employer match about $378,270 at 4% or $252,180 at 6%.
201315$1,128,340$131,262$26,252iApproximate average salary by contribution assumption: employee only about $656,310 at 4% or $437,540 at 6%; with 50% employer match about $437,540 at 4% or $291,693 at 6%; with 100% employer match about $328,155 at 4% or $218,770 at 6%.
Pathfinder Wealth Consulting 401(K) P/S Plan-5$1,128,340$131,262$26,252iApproximate average salary by contribution assumption: employee only about $656,310 at 4% or $437,540 at 6%; with 50% employer match about $437,540 at 4% or $291,693 at 6%; with 100% employer match about $328,155 at 4% or $218,770 at 6%.
201216$809,131$121,900$20,317iApproximate average salary by contribution assumption: employee only about $507,917 at 4% or $338,611 at 6%; with 50% employer match about $338,611 at 4% or $225,741 at 6%; with 100% employer match about $253,958 at 4% or $169,306 at 6%.
Pathfinder Wealth Consulting 401(K) P/S Plan-6$809,131$121,900$20,317iApproximate average salary by contribution assumption: employee only about $507,917 at 4% or $338,611 at 6%; with 50% employer match about $338,611 at 4% or $225,741 at 6%; with 100% employer match about $253,958 at 4% or $169,306 at 6%.
201116$598,859$127,219$21,203iApproximate average salary by contribution assumption: employee only about $530,079 at 4% or $353,386 at 6%; with 50% employer match about $353,386 at 4% or $235,591 at 6%; with 100% employer match about $265,040 at 4% or $176,693 at 6%.
Pathfinder Wealth Consulting 401(K) P/S Plan-6$598,859$127,219$21,203iApproximate average salary by contribution assumption: employee only about $530,079 at 4% or $353,386 at 6%; with 50% employer match about $353,386 at 4% or $235,591 at 6%; with 100% employer match about $265,040 at 4% or $176,693 at 6%.
201015$514,840$108,540$21,708iApproximate average salary by contribution assumption: employee only about $542,700 at 4% or $361,800 at 6%; with 50% employer match about $361,800 at 4% or $241,200 at 6%; with 100% employer match about $271,350 at 4% or $180,900 at 6%.
Pathfinder Wealth Consulting 401(K) P/S Plan-5$514,840$108,540$21,708iApproximate average salary by contribution assumption: employee only about $542,700 at 4% or $361,800 at 6%; with 50% employer match about $361,800 at 4% or $241,200 at 6%; with 100% employer match about $271,350 at 4% or $180,900 at 6%.
200913$350,035$53,137$17,712iApproximate average salary by contribution assumption: employee only about $442,808 at 4% or $295,206 at 6%; with 50% employer match about $295,206 at 4% or $196,804 at 6%; with 100% employer match about $221,404 at 4% or $147,603 at 6%.
Pathfinder Wealth Consulting 401(K) P/S Plan-3$350,035$53,137$17,712iApproximate average salary by contribution assumption: employee only about $442,808 at 4% or $295,206 at 6%; with 50% employer match about $295,206 at 4% or $196,804 at 6%; with 100% employer match about $221,404 at 4% or $147,603 at 6%.
200813$218,598$102,517$34,172iApproximate average salary by contribution assumption: employee only about $854,308 at 4% or $569,539 at 6%; with 50% employer match about $569,539 at 4% or $379,693 at 6%; with 100% employer match about $427,154 at 4% or $284,769 at 6%.
Pathfinder Wealth Consulting 401(K) P/S Plan-3$218,598$102,517$34,172iApproximate average salary by contribution assumption: employee only about $854,308 at 4% or $569,539 at 6%; with 50% employer match about $569,539 at 4% or $379,693 at 6%; with 100% employer match about $427,154 at 4% or $284,769 at 6%.
200713$223,732$102,862$34,287iApproximate average salary by contribution assumption: employee only about $857,183 at 4% or $571,456 at 6%; with 50% employer match about $571,456 at 4% or $380,970 at 6%; with 100% employer match about $428,592 at 4% or $285,728 at 6%.
Pathfinder Wealth Consulting 401(K) P/S Plan-3$223,732$102,862$34,287iApproximate average salary by contribution assumption: employee only about $857,183 at 4% or $571,456 at 6%; with 50% employer match about $571,456 at 4% or $380,970 at 6%; with 100% employer match about $428,592 at 4% or $285,728 at 6%.
200613$109,674$78,453$26,151iApproximate average salary by contribution assumption: employee only about $653,775 at 4% or $435,850 at 6%; with 50% employer match about $435,850 at 4% or $290,567 at 6%; with 100% employer match about $326,888 at 4% or $217,925 at 6%.
Pathfinder Wealth Consulting 401(K) P/S Plan-3$109,674$78,453$26,151iApproximate average salary by contribution assumption: employee only about $653,775 at 4% or $435,850 at 6%; with 50% employer match about $435,850 at 4% or $290,567 at 6%; with 100% employer match about $326,888 at 4% or $217,925 at 6%.
200513$24,597$24,163$8,054iApproximate average salary by contribution assumption: employee only about $201,358 at 4% or $134,239 at 6%; with 50% employer match about $134,239 at 4% or $89,493 at 6%; with 100% employer match about $100,679 at 4% or $67,119 at 6%.
Pathfinder Wealth Consulting 401(K) P/S Plan-3$24,597$24,163$8,054iApproximate average salary by contribution assumption: employee only about $201,358 at 4% or $134,239 at 6%; with 50% employer match about $134,239 at 4% or $89,493 at 6%; with 100% employer match about $100,679 at 4% or $67,119 at 6%.