Coastal Carolina Wealth Adviso
Plan context: Coastal Carolina Wealth Advisor
EIN 26-2047800 • Wilmington, NC • 3 filings • 2 plans
Current Snapshot
Latest Year
2011
2011 Participants
2
2011 Assets
$53,101
2011 Contributions
$28,316
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 2 | $53,101 | $28,316 | $14,158iApproximate average salary by contribution assumption: employee only about $353,950 at 4% or $235,967 at 6%; with 50% employer match about $235,967 at 4% or $157,311 at 6%; with 100% employer match about $176,975 at 4% or $117,983 at 6%. |
| Coastal Carolina Wealth Advisor | - | 2 | $53,101 | $28,316 | $14,158iApproximate average salary by contribution assumption: employee only about $353,950 at 4% or $235,967 at 6%; with 50% employer match about $235,967 at 4% or $157,311 at 6%; with 100% employer match about $176,975 at 4% or $117,983 at 6%. |
| 2010 | 1 | 1 | $28,149 | $0 | - |
| Coastal Carolina Wealth Advisor | - | 1 | $28,149 | $0 | - |
| 2009 | 1 | 1 | $24,869 | $24,500 | $24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%. |
| Coastal Carolina Wealth Advisor | - | 1 | $24,869 | $24,500 | $24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%. |