Civic Intelligence

PURSUIT WEALTH MANAGEMENT, LLC ATTN HEATHER HUNNICUTT

Plan context: Pursuit Wealth 401K Plan

EIN 27-1058789 • Raleigh, NC • 15 filings • 2 plans

8311 Bandford WaySuite 105Raleigh, NC 27615
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,784,521

2024 Contributions

$120,727

Historical Graphs

Total Assets Over Time

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

$1,784,521$892,261$0201020172024YearValue
$1,784,521Latest year 2024

Participants Over Time

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

840201020172024YearValue
6Latest 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
202416$1,784,521$120,727$20,121iApproximate average salary by contribution assumption: employee only about $503,029 at 4% or $335,353 at 6%; with 50% employer match about $335,353 at 4% or $223,569 at 6%; with 100% employer match about $251,515 at 4% or $167,676 at 6%.
Pursuit Wealth 401K Plan-6$1,784,521$120,727$20,121iApproximate average salary by contribution assumption: employee only about $503,029 at 4% or $335,353 at 6%; with 50% employer match about $335,353 at 4% or $223,569 at 6%; with 100% employer match about $251,515 at 4% or $167,676 at 6%.
202316$1,407,391$319,860$53,310iApproximate average salary by contribution assumption: employee only about $1,332,750 at 4% or $888,500 at 6%; with 50% employer match about $888,500 at 4% or $592,333 at 6%; with 100% employer match about $666,375 at 4% or $444,250 at 6%.
Pursuit Wealth 401K Plan-6$1,407,391$319,860$53,310iApproximate average salary by contribution assumption: employee only about $1,332,750 at 4% or $888,500 at 6%; with 50% employer match about $888,500 at 4% or $592,333 at 6%; with 100% employer match about $666,375 at 4% or $444,250 at 6%.
202217$986,449$93,733$13,390iApproximate average salary by contribution assumption: employee only about $334,761 at 4% or $223,174 at 6%; with 50% employer match about $223,174 at 4% or $148,783 at 6%; with 100% employer match about $167,380 at 4% or $111,587 at 6%.
Pursuit Wealth 401K Plan-7$986,449$93,733$13,390iApproximate average salary by contribution assumption: employee only about $334,761 at 4% or $223,174 at 6%; with 50% employer match about $223,174 at 4% or $148,783 at 6%; with 100% employer match about $167,380 at 4% or $111,587 at 6%.
202118$1,161,243$109,632$13,704iApproximate average salary by contribution assumption: employee only about $342,600 at 4% or $228,400 at 6%; with 50% employer match about $228,400 at 4% or $152,267 at 6%; with 100% employer match about $171,300 at 4% or $114,200 at 6%.
Pursuit Wealth 401K Plan-8$1,161,243$109,632$13,704iApproximate average salary by contribution assumption: employee only about $342,600 at 4% or $228,400 at 6%; with 50% employer match about $228,400 at 4% or $152,267 at 6%; with 100% employer match about $171,300 at 4% or $114,200 at 6%.
202018$953,810$90,851$11,356iApproximate average salary by contribution assumption: employee only about $283,909 at 4% or $189,273 at 6%; with 50% employer match about $189,273 at 4% or $126,182 at 6%; with 100% employer match about $141,955 at 4% or $94,636 at 6%.
Pursuit Wealth 401K Plan-8$953,810$90,851$11,356iApproximate average salary by contribution assumption: employee only about $283,909 at 4% or $189,273 at 6%; with 50% employer match about $189,273 at 4% or $126,182 at 6%; with 100% employer match about $141,955 at 4% or $94,636 at 6%.
201918$774,323$87,000$10,875iApproximate average salary by contribution assumption: employee only about $271,875 at 4% or $181,250 at 6%; with 50% employer match about $181,250 at 4% or $120,833 at 6%; with 100% employer match about $135,938 at 4% or $90,625 at 6%.
Pursuit Wealth 401K Plan-8$774,323$87,000$10,875iApproximate average salary by contribution assumption: employee only about $271,875 at 4% or $181,250 at 6%; with 50% employer match about $181,250 at 4% or $120,833 at 6%; with 100% employer match about $135,938 at 4% or $90,625 at 6%.
201817$533,023$83,858$11,980iApproximate average salary by contribution assumption: employee only about $299,493 at 4% or $199,662 at 6%; with 50% employer match about $199,662 at 4% or $133,108 at 6%; with 100% employer match about $149,746 at 4% or $99,831 at 6%.
Pursuit Wealth 401K Plan-7$533,023$83,858$11,980iApproximate average salary by contribution assumption: employee only about $299,493 at 4% or $199,662 at 6%; with 50% employer match about $199,662 at 4% or $133,108 at 6%; with 100% employer match about $149,746 at 4% or $99,831 at 6%.
201716$503,494$70,779$11,797iApproximate average salary by contribution assumption: employee only about $294,913 at 4% or $196,608 at 6%; with 50% employer match about $196,608 at 4% or $131,072 at 6%; with 100% employer match about $147,456 at 4% or $98,304 at 6%.
Pursuit Wealth 401K Plan-6$503,494$70,779$11,797iApproximate average salary by contribution assumption: employee only about $294,913 at 4% or $196,608 at 6%; with 50% employer match about $196,608 at 4% or $131,072 at 6%; with 100% employer match about $147,456 at 4% or $98,304 at 6%.
201615$371,381$67,440$13,488iApproximate average salary by contribution assumption: employee only about $337,200 at 4% or $224,800 at 6%; with 50% employer match about $224,800 at 4% or $149,867 at 6%; with 100% employer match about $168,600 at 4% or $112,400 at 6%.
Pursuit Wealth 401K Plan-5$371,381$67,440$13,488iApproximate average salary by contribution assumption: employee only about $337,200 at 4% or $224,800 at 6%; with 50% employer match about $224,800 at 4% or $149,867 at 6%; with 100% employer match about $168,600 at 4% or $112,400 at 6%.
201515$270,352$46,372$9,274iApproximate average salary by contribution assumption: employee only about $231,860 at 4% or $154,573 at 6%; with 50% employer match about $154,573 at 4% or $103,049 at 6%; with 100% employer match about $115,930 at 4% or $77,287 at 6%.
Pursuit Wealth 401K Plan-5$270,352$46,372$9,274iApproximate average salary by contribution assumption: employee only about $231,860 at 4% or $154,573 at 6%; with 50% employer match about $154,573 at 4% or $103,049 at 6%; with 100% employer match about $115,930 at 4% or $77,287 at 6%.
201415$233,979$54,415$10,883iApproximate average salary by contribution assumption: employee only about $272,075 at 4% or $181,383 at 6%; with 50% employer match about $181,383 at 4% or $120,922 at 6%; with 100% employer match about $136,038 at 4% or $90,692 at 6%.
Pursuit Wealth 401K Plan-5$233,979$54,415$10,883iApproximate average salary by contribution assumption: employee only about $272,075 at 4% or $181,383 at 6%; with 50% employer match about $181,383 at 4% or $120,922 at 6%; with 100% employer match about $136,038 at 4% or $90,692 at 6%.
201314$162,952$39,988$9,997iApproximate average salary by contribution assumption: employee only about $249,925 at 4% or $166,617 at 6%; with 50% employer match about $166,617 at 4% or $111,078 at 6%; with 100% employer match about $124,963 at 4% or $83,308 at 6%.
Pursuit Wealth 401K Plan-4$162,952$39,988$9,997iApproximate average salary by contribution assumption: employee only about $249,925 at 4% or $166,617 at 6%; with 50% employer match about $166,617 at 4% or $111,078 at 6%; with 100% employer match about $124,963 at 4% or $83,308 at 6%.
201214$98,729$31,711$7,928iApproximate average salary by contribution assumption: employee only about $198,194 at 4% or $132,129 at 6%; with 50% employer match about $132,129 at 4% or $88,086 at 6%; with 100% employer match about $99,097 at 4% or $66,065 at 6%.
Pursuit Wealth 401K Plan-4$98,729$31,711$7,928iApproximate average salary by contribution assumption: employee only about $198,194 at 4% or $132,129 at 6%; with 50% employer match about $132,129 at 4% or $88,086 at 6%; with 100% employer match about $99,097 at 4% or $66,065 at 6%.
201114$58,374$32,765$8,191iApproximate average salary by contribution assumption: employee only about $204,781 at 4% or $136,521 at 6%; with 50% employer match about $136,521 at 4% or $91,014 at 6%; with 100% employer match about $102,391 at 4% or $68,260 at 6%.
Pursuit Wealth 401K Plan-4$58,374$32,765$8,191iApproximate average salary by contribution assumption: employee only about $204,781 at 4% or $136,521 at 6%; with 50% employer match about $136,521 at 4% or $91,014 at 6%; with 100% employer match about $102,391 at 4% or $68,260 at 6%.
201013$26,876$26,325$8,775iApproximate average salary by contribution assumption: employee only about $219,375 at 4% or $146,250 at 6%; with 50% employer match about $146,250 at 4% or $97,500 at 6%; with 100% employer match about $109,688 at 4% or $73,125 at 6%.
Pursuit Wealth 401K Plan-3$26,876$26,325$8,775iApproximate average salary by contribution assumption: employee only about $219,375 at 4% or $146,250 at 6%; with 50% employer match about $146,250 at 4% or $97,500 at 6%; with 100% employer match about $109,688 at 4% or $73,125 at 6%.