Civic Intelligence

W.B. Darley Financial Group, Inc.

Plan context: W.B. Darley Financial Group Retirement Plan

EIN 26-3699993 • 17 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,104,297

2024 Contributions

$33,045

Historical Graphs

Total Assets Over Time

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

$1,104,297$552,149$0200820162024YearValue
$1,104,297Latest year 2024

Participants Over Time

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

210200820162024YearValue
2Latest 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
202412$1,104,297$33,045$16,523iApproximate average salary by contribution assumption: employee only about $413,063 at 4% or $275,375 at 6%; with 50% employer match about $275,375 at 4% or $183,583 at 6%; with 100% employer match about $206,531 at 4% or $137,688 at 6%.
W.B. Darley Financial Group Retirement Plan-2$1,104,297$33,045$16,523iApproximate average salary by contribution assumption: employee only about $413,063 at 4% or $275,375 at 6%; with 50% employer match about $275,375 at 4% or $183,583 at 6%; with 100% employer match about $206,531 at 4% or $137,688 at 6%.
202312$935,042$32,100$16,050iApproximate average salary by contribution assumption: employee only about $401,250 at 4% or $267,500 at 6%; with 50% employer match about $267,500 at 4% or $178,333 at 6%; with 100% employer match about $200,625 at 4% or $133,750 at 6%.
W.B. Darley Financial Group Retirement Plan-2$935,042$32,100$16,050iApproximate average salary by contribution assumption: employee only about $401,250 at 4% or $267,500 at 6%; with 50% employer match about $267,500 at 4% or $178,333 at 6%; with 100% employer match about $200,625 at 4% or $133,750 at 6%.
202212$743,579$30,100$15,050iApproximate average salary by contribution assumption: employee only about $376,250 at 4% or $250,833 at 6%; with 50% employer match about $250,833 at 4% or $167,222 at 6%; with 100% employer match about $188,125 at 4% or $125,417 at 6%.
W.B. Darley Financial Group Retirement Plan-2$743,579$30,100$15,050iApproximate average salary by contribution assumption: employee only about $376,250 at 4% or $250,833 at 6%; with 50% employer match about $250,833 at 4% or $167,222 at 6%; with 100% employer match about $188,125 at 4% or $125,417 at 6%.
202112$751,641$28,652$14,326iApproximate average salary by contribution assumption: employee only about $358,150 at 4% or $238,767 at 6%; with 50% employer match about $238,767 at 4% or $159,178 at 6%; with 100% employer match about $179,075 at 4% or $119,383 at 6%.
W.B. Darley Financial Group Retirement Plan-2$751,641$28,652$14,326iApproximate average salary by contribution assumption: employee only about $358,150 at 4% or $238,767 at 6%; with 50% employer match about $238,767 at 4% or $159,178 at 6%; with 100% employer match about $179,075 at 4% or $119,383 at 6%.
202012$686,747$26,982$13,491iApproximate average salary by contribution assumption: employee only about $337,275 at 4% or $224,850 at 6%; with 50% employer match about $224,850 at 4% or $149,900 at 6%; with 100% employer match about $168,638 at 4% or $112,425 at 6%.
W.B. Darley Financial Group Retirement Plan-2$686,747$26,982$13,491iApproximate average salary by contribution assumption: employee only about $337,275 at 4% or $224,850 at 6%; with 50% employer match about $224,850 at 4% or $149,900 at 6%; with 100% employer match about $168,638 at 4% or $112,425 at 6%.
201912$577,498$26,473$13,237iApproximate average salary by contribution assumption: employee only about $330,913 at 4% or $220,608 at 6%; with 50% employer match about $220,608 at 4% or $147,072 at 6%; with 100% employer match about $165,456 at 4% or $110,304 at 6%.
W.B. Darley Financial Group Retirement Plan-2$577,498$26,473$13,237iApproximate average salary by contribution assumption: employee only about $330,913 at 4% or $220,608 at 6%; with 50% employer match about $220,608 at 4% or $147,072 at 6%; with 100% employer match about $165,456 at 4% or $110,304 at 6%.
201812$500,918$25,726$12,863iApproximate average salary by contribution assumption: employee only about $321,575 at 4% or $214,383 at 6%; with 50% employer match about $214,383 at 4% or $142,922 at 6%; with 100% employer match about $160,788 at 4% or $107,192 at 6%.
W.B. Darley Financial Group Retirement Plan-2$500,918$25,726$12,863iApproximate average salary by contribution assumption: employee only about $321,575 at 4% or $214,383 at 6%; with 50% employer match about $214,383 at 4% or $142,922 at 6%; with 100% employer match about $160,788 at 4% or $107,192 at 6%.
201712$479,551$23,974$11,987iApproximate average salary by contribution assumption: employee only about $299,675 at 4% or $199,783 at 6%; with 50% employer match about $199,783 at 4% or $133,189 at 6%; with 100% employer match about $149,838 at 4% or $99,892 at 6%.
W.B. Darley Financial Group Retirement Plan-2$479,551$23,974$11,987iApproximate average salary by contribution assumption: employee only about $299,675 at 4% or $199,783 at 6%; with 50% employer match about $199,783 at 4% or $133,189 at 6%; with 100% employer match about $149,838 at 4% or $99,892 at 6%.
201612$448,348$46,508$23,254iApproximate average salary by contribution assumption: employee only about $581,350 at 4% or $387,567 at 6%; with 50% employer match about $387,567 at 4% or $258,378 at 6%; with 100% employer match about $290,675 at 4% or $193,783 at 6%.
W.B. Darley Financial Group Retirement Plan-2$448,348$46,508$23,254iApproximate average salary by contribution assumption: employee only about $581,350 at 4% or $387,567 at 6%; with 50% employer match about $387,567 at 4% or $258,378 at 6%; with 100% employer match about $290,675 at 4% or $193,783 at 6%.
201511$400,000$0-
W.B. Darley Financial Group Retirement Plan-1$400,000--
201411$380,000$0-
W.B. Darley Financial Group Retirement Plan-1$380,000--
201311$380,000$0-
W.B. Darley Financial Group Retirement Plan-1$380,000--
201211$380,000$0-
W.B. Darley Financial Group Retirement Plan-1$380,000--
201111$380,000$0-
W.B. Darley Financial Group Retirement Plan-1$380,000--
201011$380,000$0-
W.B. Darley Financial Group Retirement Plan-1$380,000--
200911$380,000$0-
W.B. Darley Financial Group Retirement Plan-1$380,000--
200811$340,020$340,000$340,000iApproximate average salary by contribution assumption: employee only about $8,500,000 at 4% or $5,666,667 at 6%; with 50% employer match about $5,666,667 at 4% or $3,777,778 at 6%; with 100% employer match about $4,250,000 at 4% or $2,833,333 at 6%.
W.B. Darley Financial Group Retirement Plan-1$340,020$340,000$340,000iApproximate average salary by contribution assumption: employee only about $8,500,000 at 4% or $5,666,667 at 6%; with 50% employer match about $5,666,667 at 4% or $3,777,778 at 6%; with 100% employer match about $4,250,000 at 4% or $2,833,333 at 6%.