Discipline Financial Management LLC
Plan context: Discipline Financial Management LLC 401(K) Profit Sharing Plan
EIN 20-5671949 • Lexington, SC • 10 filings • 4 plans
Current Snapshot
Latest Year
2016
2016 Participants
6
2016 Assets
$877,207
2016 Contributions
$104,910
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $0 | - |
| Discipline Financial Management LLC 401(K) Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2015 | 1 | 6 | $877,207 | $104,910 | $17,485iApproximate average salary by contribution assumption: employee only about $437,125 at 4% or $291,417 at 6%; with 50% employer match about $291,417 at 4% or $194,278 at 6%; with 100% employer match about $218,563 at 4% or $145,708 at 6%. |
| Discipline Financial Management LLC 401(K) Profit Sharing Plan | - | 6 | $877,207 | $104,910 | $17,485iApproximate average salary by contribution assumption: employee only about $437,125 at 4% or $291,417 at 6%; with 50% employer match about $291,417 at 4% or $194,278 at 6%; with 100% employer match about $218,563 at 4% or $145,708 at 6%. |
| 2014 | 1 | 6 | $761,176 | $98,347 | $16,391iApproximate average salary by contribution assumption: employee only about $409,779 at 4% or $273,186 at 6%; with 50% employer match about $273,186 at 4% or $182,124 at 6%; with 100% employer match about $204,890 at 4% or $136,593 at 6%. |
| Discipline Financial Management LLC 401(K) Profit Sharing Plan | - | 6 | $761,176 | $98,347 | $16,391iApproximate average salary by contribution assumption: employee only about $409,779 at 4% or $273,186 at 6%; with 50% employer match about $273,186 at 4% or $182,124 at 6%; with 100% employer match about $204,890 at 4% or $136,593 at 6%. |
| 2013 | 1 | 5 | $651,722 | $92,945 | $18,589iApproximate average salary by contribution assumption: employee only about $464,725 at 4% or $309,817 at 6%; with 50% employer match about $309,817 at 4% or $206,544 at 6%; with 100% employer match about $232,363 at 4% or $154,908 at 6%. |
| Discipline Financial Management LLC 401(K) Profit Sharing Plan | - | 5 | $651,722 | $92,945 | $18,589iApproximate average salary by contribution assumption: employee only about $464,725 at 4% or $309,817 at 6%; with 50% employer match about $309,817 at 4% or $206,544 at 6%; with 100% employer match about $232,363 at 4% or $154,908 at 6%. |
| 2012 | 1 | 5 | $535,201 | $90,394 | $18,079iApproximate average salary by contribution assumption: employee only about $451,970 at 4% or $301,313 at 6%; with 50% employer match about $301,313 at 4% or $200,876 at 6%; with 100% employer match about $225,985 at 4% or $150,657 at 6%. |
| Discipline Financial Management LLC 401(K) Profit Sharing Plan | - | 5 | $535,201 | $90,394 | $18,079iApproximate average salary by contribution assumption: employee only about $451,970 at 4% or $301,313 at 6%; with 50% employer match about $301,313 at 4% or $200,876 at 6%; with 100% employer match about $225,985 at 4% or $150,657 at 6%. |
| 2011 | 1 | 5 | $434,994 | $88,278 | $17,656iApproximate average salary by contribution assumption: employee only about $441,390 at 4% or $294,260 at 6%; with 50% employer match about $294,260 at 4% or $196,173 at 6%; with 100% employer match about $220,695 at 4% or $147,130 at 6%. |
| Discipline Financial Management LLC 401(K) Profit Sharing Plan | - | 5 | $434,994 | $88,278 | $17,656iApproximate average salary by contribution assumption: employee only about $441,390 at 4% or $294,260 at 6%; with 50% employer match about $294,260 at 4% or $196,173 at 6%; with 100% employer match about $220,695 at 4% or $147,130 at 6%. |
| 2010 | 1 | 4 | $358,183 | $96,479 | $24,120iApproximate average salary by contribution assumption: employee only about $602,994 at 4% or $401,996 at 6%; with 50% employer match about $401,996 at 4% or $267,997 at 6%; with 100% employer match about $301,497 at 4% or $200,998 at 6%. |
| Discipline Financial Management LLC 401(K) Profit Sharing Plan | - | 4 | $358,183 | $96,479 | $24,120iApproximate average salary by contribution assumption: employee only about $602,994 at 4% or $401,996 at 6%; with 50% employer match about $401,996 at 4% or $267,997 at 6%; with 100% employer match about $301,497 at 4% or $200,998 at 6%. |
| 2009 | 1 | 4 | $254,184 | $92,286 | $23,072iApproximate average salary by contribution assumption: employee only about $576,788 at 4% or $384,525 at 6%; with 50% employer match about $384,525 at 4% or $256,350 at 6%; with 100% employer match about $288,394 at 4% or $192,263 at 6%. |
| Discipline Financial Management LLC 401(K) Profit Sharing Plan | - | 4 | $254,184 | $92,286 | $23,072iApproximate average salary by contribution assumption: employee only about $576,788 at 4% or $384,525 at 6%; with 50% employer match about $384,525 at 4% or $256,350 at 6%; with 100% employer match about $288,394 at 4% or $192,263 at 6%. |
| 2008 | 1 | 4 | $124,739 | $76,935 | $19,234iApproximate average salary by contribution assumption: employee only about $480,844 at 4% or $320,563 at 6%; with 50% employer match about $320,563 at 4% or $213,708 at 6%; with 100% employer match about $240,422 at 4% or $160,281 at 6%. |
| Discipline Financial Management LLC 401(K) Profit Sharing Plan | - | 4 | $124,739 | $76,935 | $19,234iApproximate average salary by contribution assumption: employee only about $480,844 at 4% or $320,563 at 6%; with 50% employer match about $320,563 at 4% or $213,708 at 6%; with 100% employer match about $240,422 at 4% or $160,281 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Discipline Financial Management LLC 401(K) Profit Sharing Plan | - | 4 | - | - | - |