Civic Intelligence

Elefante Financial Services

Plan context: Elefante Financial Services 401(K) P/S Plan

EIN 20-8745832 • Durham, NC • 11 filings • 1 plans

1502 W NC Highway 54 Ste 501Durham, NC 27707
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,028,885

2024 Contributions

$104,994

Historical Graphs

Total Assets Over Time

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

$2,028,885$1,014,443$0201420192024YearValue
$2,028,885Latest year 2024

Participants Over Time

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

530201420192024YearValue
5Latest 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
202415$2,028,885$104,994$20,999iApproximate average salary by contribution assumption: employee only about $524,970 at 4% or $349,980 at 6%; with 50% employer match about $349,980 at 4% or $233,320 at 6%; with 100% employer match about $262,485 at 4% or $174,990 at 6%.
Elefante Financial Services 401(K) P/S Plan-5$2,028,885$104,994$20,999iApproximate average salary by contribution assumption: employee only about $524,970 at 4% or $349,980 at 6%; with 50% employer match about $349,980 at 4% or $233,320 at 6%; with 100% employer match about $262,485 at 4% or $174,990 at 6%.
202315$1,911,464$78,418$15,684iApproximate average salary by contribution assumption: employee only about $392,090 at 4% or $261,393 at 6%; with 50% employer match about $261,393 at 4% or $174,262 at 6%; with 100% employer match about $196,045 at 4% or $130,697 at 6%.
Elefante Financial Services 401(K) P/S Plan-5$1,911,464$78,418$15,684iApproximate average salary by contribution assumption: employee only about $392,090 at 4% or $261,393 at 6%; with 50% employer match about $261,393 at 4% or $174,262 at 6%; with 100% employer match about $196,045 at 4% or $130,697 at 6%.
202213$1,585,623$129,840$43,280iApproximate average salary by contribution assumption: employee only about $1,082,000 at 4% or $721,333 at 6%; with 50% employer match about $721,333 at 4% or $480,889 at 6%; with 100% employer match about $541,000 at 4% or $360,667 at 6%.
Elefante Financial Services 401(K) P/S Plan-3$1,585,623$129,840$43,280iApproximate average salary by contribution assumption: employee only about $1,082,000 at 4% or $721,333 at 6%; with 50% employer match about $721,333 at 4% or $480,889 at 6%; with 100% employer match about $541,000 at 4% or $360,667 at 6%.
202113$1,750,983$128,341$42,780iApproximate average salary by contribution assumption: employee only about $1,069,508 at 4% or $713,006 at 6%; with 50% employer match about $713,006 at 4% or $475,337 at 6%; with 100% employer match about $534,754 at 4% or $356,503 at 6%.
Elefante Financial Services 401(K) P/S Plan-3$1,750,983$128,341$42,780iApproximate average salary by contribution assumption: employee only about $1,069,508 at 4% or $713,006 at 6%; with 50% employer match about $713,006 at 4% or $475,337 at 6%; with 100% employer match about $534,754 at 4% or $356,503 at 6%.
202013$1,419,019$126,879$42,293iApproximate average salary by contribution assumption: employee only about $1,057,325 at 4% or $704,883 at 6%; with 50% employer match about $704,883 at 4% or $469,922 at 6%; with 100% employer match about $528,663 at 4% or $352,442 at 6%.
Elefante Financial Services 401(K) P/S Plan-3$1,419,019$126,879$42,293iApproximate average salary by contribution assumption: employee only about $1,057,325 at 4% or $704,883 at 6%; with 50% employer match about $704,883 at 4% or $469,922 at 6%; with 100% employer match about $528,663 at 4% or $352,442 at 6%.
201913$1,125,937$122,815$40,938iApproximate average salary by contribution assumption: employee only about $1,023,458 at 4% or $682,306 at 6%; with 50% employer match about $682,306 at 4% or $454,870 at 6%; with 100% employer match about $511,729 at 4% or $341,153 at 6%.
Elefante Financial Services 401(K) P/S Plan-3$1,125,937$122,815$40,938iApproximate average salary by contribution assumption: employee only about $1,023,458 at 4% or $682,306 at 6%; with 50% employer match about $682,306 at 4% or $454,870 at 6%; with 100% employer match about $511,729 at 4% or $341,153 at 6%.
201813$829,898$121,962$40,654iApproximate average salary by contribution assumption: employee only about $1,016,350 at 4% or $677,567 at 6%; with 50% employer match about $677,567 at 4% or $451,711 at 6%; with 100% employer match about $508,175 at 4% or $338,783 at 6%.
Elefante Financial Services 401(K) P/S Plan-3$829,898$121,962$40,654iApproximate average salary by contribution assumption: employee only about $1,016,350 at 4% or $677,567 at 6%; with 50% employer match about $677,567 at 4% or $451,711 at 6%; with 100% employer match about $508,175 at 4% or $338,783 at 6%.
201713$745,106$109,713$36,571iApproximate average salary by contribution assumption: employee only about $914,275 at 4% or $609,517 at 6%; with 50% employer match about $609,517 at 4% or $406,344 at 6%; with 100% employer match about $457,138 at 4% or $304,758 at 6%.
Elefante Financial Services 401(K) P/S Plan-3$745,106$109,713$36,571iApproximate average salary by contribution assumption: employee only about $914,275 at 4% or $609,517 at 6%; with 50% employer match about $609,517 at 4% or $406,344 at 6%; with 100% employer match about $457,138 at 4% or $304,758 at 6%.
201613$543,361$101,368$33,789iApproximate average salary by contribution assumption: employee only about $844,733 at 4% or $563,156 at 6%; with 50% employer match about $563,156 at 4% or $375,437 at 6%; with 100% employer match about $422,367 at 4% or $281,578 at 6%.
Elefante Financial Services 401(K) P/S Plan-3$543,361$101,368$33,789iApproximate average salary by contribution assumption: employee only about $844,733 at 4% or $563,156 at 6%; with 50% employer match about $563,156 at 4% or $375,437 at 6%; with 100% employer match about $422,367 at 4% or $281,578 at 6%.
201512$402,514$66,264$33,132iApproximate average salary by contribution assumption: employee only about $828,300 at 4% or $552,200 at 6%; with 50% employer match about $552,200 at 4% or $368,133 at 6%; with 100% employer match about $414,150 at 4% or $276,100 at 6%.
Elefante Financial Services 401(K) P/S Plan-2$402,514$66,264$33,132iApproximate average salary by contribution assumption: employee only about $828,300 at 4% or $552,200 at 6%; with 50% employer match about $552,200 at 4% or $368,133 at 6%; with 100% employer match about $414,150 at 4% or $276,100 at 6%.
201412$346,422$63,407$31,704iApproximate average salary by contribution assumption: employee only about $792,588 at 4% or $528,392 at 6%; with 50% employer match about $528,392 at 4% or $352,261 at 6%; with 100% employer match about $396,294 at 4% or $264,196 at 6%.
Elefante Financial Services 401(K) P/S Plan-2$346,422$63,407$31,704iApproximate average salary by contribution assumption: employee only about $792,588 at 4% or $528,392 at 6%; with 50% employer match about $528,392 at 4% or $352,261 at 6%; with 100% employer match about $396,294 at 4% or $264,196 at 6%.