Civic Intelligence

Sims & Karr Financial Solutions

Plan context: Sims & Karr Financial Solutions LLC 401(K) Plan

EIN 26-1513147 • Greer, SC • 25 filings • 3 plans

304 N Main StGreer, SC 29650-1634
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$995,416

2024 Contributions

$55,805

Historical Graphs

Total Assets Over Time

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

$2,110,685$1,055,343$0200920172024YearValue
$995,416Latest year 2024

Participants Over Time

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

840200920172024YearValue
4Latest 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
202414$995,416$55,805$13,951iApproximate average salary by contribution assumption: employee only about $348,781 at 4% or $232,521 at 6%; with 50% employer match about $232,521 at 4% or $155,014 at 6%; with 100% employer match about $174,391 at 4% or $116,260 at 6%.
Sims & Karr Financial Solutions LLC 401(K) Plan-4$995,416$55,805$13,951iApproximate average salary by contribution assumption: employee only about $348,781 at 4% or $232,521 at 6%; with 50% employer match about $232,521 at 4% or $155,014 at 6%; with 100% employer match about $174,391 at 4% or $116,260 at 6%.
202316$1,570,284$76,966$12,828iApproximate average salary by contribution assumption: employee only about $320,692 at 4% or $213,794 at 6%; with 50% employer match about $213,794 at 4% or $142,530 at 6%; with 100% employer match about $160,346 at 4% or $106,897 at 6%.
Sims & Karr Financial Solutions LLC 401(K) Plan-6$1,570,284$76,966$12,828iApproximate average salary by contribution assumption: employee only about $320,692 at 4% or $213,794 at 6%; with 50% employer match about $213,794 at 4% or $142,530 at 6%; with 100% employer match about $160,346 at 4% or $106,897 at 6%.
202217$1,221,582$52,168$7,453iApproximate average salary by contribution assumption: employee only about $186,314 at 4% or $124,210 at 6%; with 50% employer match about $124,210 at 4% or $82,806 at 6%; with 100% employer match about $93,157 at 4% or $62,105 at 6%.
Sims & Karr Financial Solutions LLC 401(K) Plan-7$1,221,582$52,168$7,453iApproximate average salary by contribution assumption: employee only about $186,314 at 4% or $124,210 at 6%; with 50% employer match about $124,210 at 4% or $82,806 at 6%; with 100% employer match about $93,157 at 4% or $62,105 at 6%.
202127$1,592,619$104,528$14,933iApproximate average salary by contribution assumption: employee only about $373,314 at 4% or $248,876 at 6%; with 50% employer match about $248,876 at 4% or $165,917 at 6%; with 100% employer match about $186,657 at 4% or $124,438 at 6%.
Sims & Karr Financial Solutions LLC 401(K) Plan-7$1,592,619$104,528$14,933iApproximate average salary by contribution assumption: employee only about $373,314 at 4% or $248,876 at 6%; with 50% employer match about $248,876 at 4% or $165,917 at 6%; with 100% employer match about $186,657 at 4% or $124,438 at 6%.
SIMS & KARR FINANCIAL SOLUTIONS CASH BALANCE PLAN-0$0$0-
202028$2,110,685$90,578$11,322iApproximate average salary by contribution assumption: employee only about $283,056 at 4% or $188,704 at 6%; with 50% employer match about $188,704 at 4% or $125,803 at 6%; with 100% employer match about $141,528 at 4% or $94,352 at 6%.
Sims & Karr Financial Solutions LLC 401(K) Plan-8$1,438,825$90,578$11,322iApproximate average salary by contribution assumption: employee only about $283,056 at 4% or $188,704 at 6%; with 50% employer match about $188,704 at 4% or $125,803 at 6%; with 100% employer match about $141,528 at 4% or $94,352 at 6%.
SIMS & KARR FINANCIAL SOLUTIONS CASH BALANCE PLAN-6$671,860$0-
201928$1,674,619$191,158$23,895iApproximate average salary by contribution assumption: employee only about $597,369 at 4% or $398,246 at 6%; with 50% employer match about $398,246 at 4% or $265,497 at 6%; with 100% employer match about $298,684 at 4% or $199,123 at 6%.
Sims & Karr Financial Solutions LLC 401(K) Plan-8$1,127,237$141,158$17,645iApproximate average salary by contribution assumption: employee only about $441,119 at 4% or $294,079 at 6%; with 50% employer match about $294,079 at 4% or $196,053 at 6%; with 100% employer match about $220,559 at 4% or $147,040 at 6%.
SIMS & KARR FINANCIAL SOLUTIONS CASH BALANCE PLAN-5$547,382$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201827$1,212,279$216,423$30,918iApproximate average salary by contribution assumption: employee only about $772,939 at 4% or $515,293 at 6%; with 50% employer match about $515,293 at 4% or $343,529 at 6%; with 100% employer match about $386,470 at 4% or $257,646 at 6%.
Sims & Karr Financial Solutions LLC 401(K) Plan-6$796,030$131,886$21,981iApproximate average salary by contribution assumption: employee only about $549,525 at 4% or $366,350 at 6%; with 50% employer match about $366,350 at 4% or $244,233 at 6%; with 100% employer match about $274,763 at 4% or $183,175 at 6%.
SIMS & KARR FINANCIAL SOLUTIONS CASH BALANCE PLAN-7$416,249$84,537$12,077iApproximate average salary by contribution assumption: employee only about $301,918 at 4% or $201,279 at 6%; with 50% employer match about $201,279 at 4% or $134,186 at 6%; with 100% employer match about $150,959 at 4% or $100,639 at 6%.
201728$1,220,735$181,874$22,734iApproximate average salary by contribution assumption: employee only about $568,356 at 4% or $378,904 at 6%; with 50% employer match about $378,904 at 4% or $252,603 at 6%; with 100% employer match about $284,178 at 4% or $189,452 at 6%.
Sims & Karr Financial Solutions LLC 401(K) Plan-8$839,408$131,874$16,484iApproximate average salary by contribution assumption: employee only about $412,106 at 4% or $274,738 at 6%; with 50% employer match about $274,738 at 4% or $183,158 at 6%; with 100% employer match about $206,053 at 4% or $137,369 at 6%.
SIMS & KARR FINANCIAL SOLUTIONS CASH BALANCE PLAN-5$381,327$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201627$885,748$187,764$26,823iApproximate average salary by contribution assumption: employee only about $670,586 at 4% or $447,057 at 6%; with 50% employer match about $447,057 at 4% or $298,038 at 6%; with 100% employer match about $335,293 at 4% or $223,529 at 6%.
Sims & Karr Financial Solutions LLC 401(K) Plan-7$601,623$137,764$19,681iApproximate average salary by contribution assumption: employee only about $492,014 at 4% or $328,010 at 6%; with 50% employer match about $328,010 at 4% or $218,673 at 6%; with 100% employer match about $246,007 at 4% or $164,005 at 6%.
SIMS & KARR FINANCIAL SOLUTIONS CASH BALANCE PLAN-5$284,125$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201526$663,836$184,053$30,676iApproximate average salary by contribution assumption: employee only about $766,888 at 4% or $511,258 at 6%; with 50% employer match about $511,258 at 4% or $340,839 at 6%; with 100% employer match about $383,444 at 4% or $255,629 at 6%.
Sims & Karr Financial Solutions LLC 401(K) Plan-5$435,446$112,759$22,552iApproximate average salary by contribution assumption: employee only about $563,795 at 4% or $375,863 at 6%; with 50% employer match about $375,863 at 4% or $250,576 at 6%; with 100% employer match about $281,898 at 4% or $187,932 at 6%.
SIMS & KARR FINANCIAL SOLUTIONS CASH BALANCE PLAN-6$228,390$71,294$11,882iApproximate average salary by contribution assumption: employee only about $297,058 at 4% or $198,039 at 6%; with 50% employer match about $198,039 at 4% or $132,026 at 6%; with 100% employer match about $148,529 at 4% or $99,019 at 6%.
201426$536,363$218,375$36,396iApproximate average salary by contribution assumption: employee only about $909,896 at 4% or $606,597 at 6%; with 50% employer match about $606,597 at 4% or $404,398 at 6%; with 100% employer match about $454,948 at 4% or $303,299 at 6%.
Sims & Karr Financial Solutions LLC 401(K) Plan-6$344,154$88,778$14,796iApproximate average salary by contribution assumption: employee only about $369,908 at 4% or $246,606 at 6%; with 50% employer match about $246,606 at 4% or $164,404 at 6%; with 100% employer match about $184,954 at 4% or $123,303 at 6%.
SIMS & KARR FINANCIAL SOLUTIONS CASH BALANCE PLAN-6$192,209$129,597$21,600iApproximate average salary by contribution assumption: employee only about $539,988 at 4% or $359,992 at 6%; with 50% employer match about $359,992 at 4% or $239,994 at 6%; with 100% employer match about $269,994 at 4% or $179,996 at 6%.
201326$304,438$108,483$18,081iApproximate average salary by contribution assumption: employee only about $452,013 at 4% or $301,342 at 6%; with 50% employer match about $301,342 at 4% or $200,894 at 6%; with 100% employer match about $226,006 at 4% or $150,671 at 6%.
Sims & Karr Financial Solutions LLC 401(K) Plan-5$242,698$46,743$9,349iApproximate average salary by contribution assumption: employee only about $233,715 at 4% or $155,810 at 6%; with 50% employer match about $155,810 at 4% or $103,873 at 6%; with 100% employer match about $116,858 at 4% or $77,905 at 6%.
SIMS & KARR FINANCIAL SOLUTIONS CASH BALANCE PLAN-6$61,740$61,740$10,290iApproximate average salary by contribution assumption: employee only about $257,250 at 4% or $171,500 at 6%; with 50% employer match about $171,500 at 4% or $114,333 at 6%; with 100% employer match about $128,625 at 4% or $85,750 at 6%.
201215$152,602$43,710$8,742iApproximate average salary by contribution assumption: employee only about $218,550 at 4% or $145,700 at 6%; with 50% employer match about $145,700 at 4% or $97,133 at 6%; with 100% employer match about $109,275 at 4% or $72,850 at 6%.
Sims & Karr Financial Solutions LLC 401(K) Plan-5$152,602$43,710$8,742iApproximate average salary by contribution assumption: employee only about $218,550 at 4% or $145,700 at 6%; with 50% employer match about $145,700 at 4% or $97,133 at 6%; with 100% employer match about $109,275 at 4% or $72,850 at 6%.
201115$90,194$52,156$10,431iApproximate average salary by contribution assumption: employee only about $260,780 at 4% or $173,853 at 6%; with 50% employer match about $173,853 at 4% or $115,902 at 6%; with 100% employer match about $130,390 at 4% or $86,927 at 6%.
Sims & Karr Financial Solutions LLC 401(K) Plan-5$90,194$52,156$10,431iApproximate average salary by contribution assumption: employee only about $260,780 at 4% or $173,853 at 6%; with 50% employer match about $173,853 at 4% or $115,902 at 6%; with 100% employer match about $130,390 at 4% or $86,927 at 6%.
201015$44,882$22,269$4,454iApproximate average salary by contribution assumption: employee only about $111,345 at 4% or $74,230 at 6%; with 50% employer match about $74,230 at 4% or $49,487 at 6%; with 100% employer match about $55,673 at 4% or $37,115 at 6%.
Sims & Karr Financial Solutions LLC 401(K) Plan-5$44,882$22,269$4,454iApproximate average salary by contribution assumption: employee only about $111,345 at 4% or $74,230 at 6%; with 50% employer match about $74,230 at 4% or $49,487 at 6%; with 100% employer match about $55,673 at 4% or $37,115 at 6%.
200915$18,100$16,410$3,282iApproximate average salary by contribution assumption: employee only about $82,050 at 4% or $54,700 at 6%; with 50% employer match about $54,700 at 4% or $36,467 at 6%; with 100% employer match about $41,025 at 4% or $27,350 at 6%.
Sims & Karr Financial Solutions LLC 401(K) Plan-5$18,100$16,410$3,282iApproximate average salary by contribution assumption: employee only about $82,050 at 4% or $54,700 at 6%; with 50% employer match about $54,700 at 4% or $36,467 at 6%; with 100% employer match about $41,025 at 4% or $27,350 at 6%.