Civic Intelligence

Cummings Wealth Management Group

Plan context: Cummings Wealth Management Group 401(K) Plan

EIN 26-3890923 • MT Pleasant, SC • 16 filings • 2 plans

1275 Ben Sawyer Blvd Ste AMT Pleasant, SC 29464
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$1,443,374

2024 Contributions

$125,981

Historical Graphs

Total Assets Over Time

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

$1,443,374$721,687$0200920172024YearValue
$1,443,374Latest 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
8Latest 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
202418$1,443,374$125,981$15,748iApproximate average salary by contribution assumption: employee only about $393,691 at 4% or $262,460 at 6%; with 50% employer match about $262,460 at 4% or $174,974 at 6%; with 100% employer match about $196,845 at 4% or $131,230 at 6%.
Cummings Wealth Management Group 401(K) Plan-8$1,443,374$125,981$15,748iApproximate average salary by contribution assumption: employee only about $393,691 at 4% or $262,460 at 6%; with 50% employer match about $262,460 at 4% or $174,974 at 6%; with 100% employer match about $196,845 at 4% or $131,230 at 6%.
202318$1,377,172$95,755$11,969iApproximate average salary by contribution assumption: employee only about $299,234 at 4% or $199,490 at 6%; with 50% employer match about $199,490 at 4% or $132,993 at 6%; with 100% employer match about $149,617 at 4% or $99,745 at 6%.
Cummings Wealth Management Group 401(K) Plan-8$1,377,172$95,755$11,969iApproximate average salary by contribution assumption: employee only about $299,234 at 4% or $199,490 at 6%; with 50% employer match about $199,490 at 4% or $132,993 at 6%; with 100% employer match about $149,617 at 4% or $99,745 at 6%.
202216$1,067,223$69,998$11,666iApproximate average salary by contribution assumption: employee only about $291,658 at 4% or $194,439 at 6%; with 50% employer match about $194,439 at 4% or $129,626 at 6%; with 100% employer match about $145,829 at 4% or $97,219 at 6%.
Cummings Wealth Management Group 401(K) Plan-6$1,067,223$69,998$11,666iApproximate average salary by contribution assumption: employee only about $291,658 at 4% or $194,439 at 6%; with 50% employer match about $194,439 at 4% or $129,626 at 6%; with 100% employer match about $145,829 at 4% or $97,219 at 6%.
202117$1,128,028$67,395$9,628iApproximate average salary by contribution assumption: employee only about $240,696 at 4% or $160,464 at 6%; with 50% employer match about $160,464 at 4% or $106,976 at 6%; with 100% employer match about $120,348 at 4% or $80,232 at 6%.
Cummings Wealth Management Group 401(K) Plan-7$1,128,028$67,395$9,628iApproximate average salary by contribution assumption: employee only about $240,696 at 4% or $160,464 at 6%; with 50% employer match about $160,464 at 4% or $106,976 at 6%; with 100% employer match about $120,348 at 4% or $80,232 at 6%.
202017$860,519$58,350$8,336iApproximate average salary by contribution assumption: employee only about $208,393 at 4% or $138,929 at 6%; with 50% employer match about $138,929 at 4% or $92,619 at 6%; with 100% employer match about $104,196 at 4% or $69,464 at 6%.
Cummings Wealth Management Group 401(K) Plan-7$860,519$58,350$8,336iApproximate average salary by contribution assumption: employee only about $208,393 at 4% or $138,929 at 6%; with 50% employer match about $138,929 at 4% or $92,619 at 6%; with 100% employer match about $104,196 at 4% or $69,464 at 6%.
201915$840,086$38,490$7,698iApproximate average salary by contribution assumption: employee only about $192,450 at 4% or $128,300 at 6%; with 50% employer match about $128,300 at 4% or $85,533 at 6%; with 100% employer match about $96,225 at 4% or $64,150 at 6%.
Cummings Wealth Management Group 401(K) Plan-5$840,086$38,490$7,698iApproximate average salary by contribution assumption: employee only about $192,450 at 4% or $128,300 at 6%; with 50% employer match about $128,300 at 4% or $85,533 at 6%; with 100% employer match about $96,225 at 4% or $64,150 at 6%.
201814$649,666$22,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
Cummings Wealth Management Group 401(K) Plan-4$649,666$22,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
201714$725,401$24,956$6,239iApproximate average salary by contribution assumption: employee only about $155,975 at 4% or $103,983 at 6%; with 50% employer match about $103,983 at 4% or $69,322 at 6%; with 100% employer match about $77,988 at 4% or $51,992 at 6%.
Cummings Wealth Management Group 401(K) Plan-4$725,401$24,956$6,239iApproximate average salary by contribution assumption: employee only about $155,975 at 4% or $103,983 at 6%; with 50% employer match about $103,983 at 4% or $69,322 at 6%; with 100% employer match about $77,988 at 4% or $51,992 at 6%.
201613$609,677$45,426$15,142iApproximate average salary by contribution assumption: employee only about $378,550 at 4% or $252,367 at 6%; with 50% employer match about $252,367 at 4% or $168,244 at 6%; with 100% employer match about $189,275 at 4% or $126,183 at 6%.
Cummings Wealth Management Group 401(K) Plan-3$609,677$45,426$15,142iApproximate average salary by contribution assumption: employee only about $378,550 at 4% or $252,367 at 6%; with 50% employer match about $252,367 at 4% or $168,244 at 6%; with 100% employer match about $189,275 at 4% or $126,183 at 6%.
201513$529,964$0-
Cummings Wealth Management Group 401(K) Plan-3$529,964--
201414$540,386$22,183$5,546iApproximate average salary by contribution assumption: employee only about $138,644 at 4% or $92,429 at 6%; with 50% employer match about $92,429 at 4% or $61,619 at 6%; with 100% employer match about $69,322 at 4% or $46,215 at 6%.
Cummings Wealth Management Group 401(K) Plan-4$540,386$22,183$5,546iApproximate average salary by contribution assumption: employee only about $138,644 at 4% or $92,429 at 6%; with 50% employer match about $92,429 at 4% or $61,619 at 6%; with 100% employer match about $69,322 at 4% or $46,215 at 6%.
201313$502,799$2,140$713iApproximate average salary by contribution assumption: employee only about $17,833 at 4% or $11,889 at 6%; with 50% employer match about $11,889 at 4% or $7,926 at 6%; with 100% employer match about $8,917 at 4% or $5,944 at 6%.
Cummings Wealth Management Group 401(K) Plan-3$502,799$2,140$713iApproximate average salary by contribution assumption: employee only about $17,833 at 4% or $11,889 at 6%; with 50% employer match about $11,889 at 4% or $7,926 at 6%; with 100% employer match about $8,917 at 4% or $5,944 at 6%.
201214$445,169$6,295$1,574iApproximate average salary by contribution assumption: employee only about $39,344 at 4% or $26,229 at 6%; with 50% employer match about $26,229 at 4% or $17,486 at 6%; with 100% employer match about $19,672 at 4% or $13,115 at 6%.
Cummings Wealth Management Group 401(K) Plan-4$445,169$6,295$1,574iApproximate average salary by contribution assumption: employee only about $39,344 at 4% or $26,229 at 6%; with 50% employer match about $26,229 at 4% or $17,486 at 6%; with 100% employer match about $19,672 at 4% or $13,115 at 6%.
201115$495,755$117,324$23,465iApproximate average salary by contribution assumption: employee only about $586,620 at 4% or $391,080 at 6%; with 50% employer match about $391,080 at 4% or $260,720 at 6%; with 100% employer match about $293,310 at 4% or $195,540 at 6%.
Cummings Wealth Management Group 401(K) Plan-5$495,755$117,324$23,465iApproximate average salary by contribution assumption: employee only about $586,620 at 4% or $391,080 at 6%; with 50% employer match about $391,080 at 4% or $260,720 at 6%; with 100% employer match about $293,310 at 4% or $195,540 at 6%.
201013$435,049$391,546$130,515iApproximate average salary by contribution assumption: employee only about $3,262,883 at 4% or $2,175,256 at 6%; with 50% employer match about $2,175,256 at 4% or $1,450,170 at 6%; with 100% employer match about $1,631,442 at 4% or $1,087,628 at 6%.
Cummings Wealth Management Group 401(K) Plan-3$435,049$391,546$130,515iApproximate average salary by contribution assumption: employee only about $3,262,883 at 4% or $2,175,256 at 6%; with 50% employer match about $2,175,256 at 4% or $1,450,170 at 6%; with 100% employer match about $1,631,442 at 4% or $1,087,628 at 6%.
200912$15,283$14,235$7,118iApproximate average salary by contribution assumption: employee only about $177,938 at 4% or $118,625 at 6%; with 50% employer match about $118,625 at 4% or $79,083 at 6%; with 100% employer match about $88,969 at 4% or $59,313 at 6%.
Cummings Wealth Management Group 401(K) Plan-2$15,283$14,235$7,118iApproximate average salary by contribution assumption: employee only about $177,938 at 4% or $118,625 at 6%; with 50% employer match about $118,625 at 4% or $79,083 at 6%; with 100% employer match about $88,969 at 4% or $59,313 at 6%.