Civic Intelligence

HUTCHISON GROUP, INC.

Plan context: BEYOND WEALTH FINANCIAL ADVISORS 401(K) PLAN

EIN 27-1081422 • Rock Hill, SC • 16 filings • 4 plans

1420 Ebenezer Rd.Suite 106Rock Hill, SC 29732
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,064,325

2025 Contributions

$45,216

Historical Graphs

Total Assets Over Time

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

$1,064,325$532,163$0201020182025YearValue
$1,064,325Latest year 2025

Participants Over Time

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

420201020182025YearValue
3Latest year 2025

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
202513$1,064,325$45,216$15,072iApproximate average salary by contribution assumption: employee only about $376,800 at 4% or $251,200 at 6%; with 50% employer match about $251,200 at 4% or $167,467 at 6%; with 100% employer match about $188,400 at 4% or $125,600 at 6%.
BEYOND WEALTH FINANCIAL ADVISORS 401(K) PLAN-3$1,064,325$45,216$15,072iApproximate average salary by contribution assumption: employee only about $376,800 at 4% or $251,200 at 6%; with 50% employer match about $251,200 at 4% or $167,467 at 6%; with 100% employer match about $188,400 at 4% or $125,600 at 6%.
202413$845,738$60,749$20,250iApproximate average salary by contribution assumption: employee only about $506,242 at 4% or $337,494 at 6%; with 50% employer match about $337,494 at 4% or $224,996 at 6%; with 100% employer match about $253,121 at 4% or $168,747 at 6%.
BEYOND WEALTH FINANCIAL ADVISORS 401(K) PLAN-3$845,738$60,749$20,250iApproximate average salary by contribution assumption: employee only about $506,242 at 4% or $337,494 at 6%; with 50% employer match about $337,494 at 4% or $224,996 at 6%; with 100% employer match about $253,121 at 4% or $168,747 at 6%.
202313$654,431$51,003$17,001iApproximate average salary by contribution assumption: employee only about $425,025 at 4% or $283,350 at 6%; with 50% employer match about $283,350 at 4% or $188,900 at 6%; with 100% employer match about $212,513 at 4% or $141,675 at 6%.
BEYOND WEALTH FINANCIAL ADVISORS 401(K) PLAN-3$654,431$51,003$17,001iApproximate average salary by contribution assumption: employee only about $425,025 at 4% or $283,350 at 6%; with 50% employer match about $283,350 at 4% or $188,900 at 6%; with 100% employer match about $212,513 at 4% or $141,675 at 6%.
202213$493,081$48,604$16,201iApproximate average salary by contribution assumption: employee only about $405,033 at 4% or $270,022 at 6%; with 50% employer match about $270,022 at 4% or $180,015 at 6%; with 100% employer match about $202,517 at 4% or $135,011 at 6%.
BEYOND WEALTH FINANCIAL ADVISORS 401(K) PLAN-3$493,081$48,604$16,201iApproximate average salary by contribution assumption: employee only about $405,033 at 4% or $270,022 at 6%; with 50% employer match about $270,022 at 4% or $180,015 at 6%; with 100% employer match about $202,517 at 4% or $135,011 at 6%.
202112$544,613$27,577$13,789iApproximate average salary by contribution assumption: employee only about $344,713 at 4% or $229,808 at 6%; with 50% employer match about $229,808 at 4% or $153,206 at 6%; with 100% employer match about $172,356 at 4% or $114,904 at 6%.
HUTCHINSON GROUP 401(K) PLAN-2$544,613$27,577$13,789iApproximate average salary by contribution assumption: employee only about $344,713 at 4% or $229,808 at 6%; with 50% employer match about $229,808 at 4% or $153,206 at 6%; with 100% employer match about $172,356 at 4% or $114,904 at 6%.
202013$635,098$48,360$16,120iApproximate average salary by contribution assumption: employee only about $403,000 at 4% or $268,667 at 6%; with 50% employer match about $268,667 at 4% or $179,111 at 6%; with 100% employer match about $201,500 at 4% or $134,333 at 6%.
HUTCHISON GROUP 401(K) PLAN-3$635,098$48,360$16,120iApproximate average salary by contribution assumption: employee only about $403,000 at 4% or $268,667 at 6%; with 50% employer match about $268,667 at 4% or $179,111 at 6%; with 100% employer match about $201,500 at 4% or $134,333 at 6%.
201913$505,641$36,953$12,318iApproximate average salary by contribution assumption: employee only about $307,942 at 4% or $205,294 at 6%; with 50% employer match about $205,294 at 4% or $136,863 at 6%; with 100% employer match about $153,971 at 4% or $102,647 at 6%.
HUTCHISON GROUP 401(K) PLAN-3$505,641$36,953$12,318iApproximate average salary by contribution assumption: employee only about $307,942 at 4% or $205,294 at 6%; with 50% employer match about $205,294 at 4% or $136,863 at 6%; with 100% employer match about $153,971 at 4% or $102,647 at 6%.
201814$384,949$37,618$9,405iApproximate average salary by contribution assumption: employee only about $235,113 at 4% or $156,742 at 6%; with 50% employer match about $156,742 at 4% or $104,494 at 6%; with 100% employer match about $117,556 at 4% or $78,371 at 6%.
HUTCHISON GROUP, INC. 401K PLAN-4$384,949$37,618$9,405iApproximate average salary by contribution assumption: employee only about $235,113 at 4% or $156,742 at 6%; with 50% employer match about $156,742 at 4% or $104,494 at 6%; with 100% employer match about $117,556 at 4% or $78,371 at 6%.
201714$386,607$36,693$9,173iApproximate average salary by contribution assumption: employee only about $229,331 at 4% or $152,888 at 6%; with 50% employer match about $152,888 at 4% or $101,925 at 6%; with 100% employer match about $114,666 at 4% or $76,444 at 6%.
HUTCHISON GROUP, INC. 401K PLAN-4$386,607$36,693$9,173iApproximate average salary by contribution assumption: employee only about $229,331 at 4% or $152,888 at 6%; with 50% employer match about $152,888 at 4% or $101,925 at 6%; with 100% employer match about $114,666 at 4% or $76,444 at 6%.
201613$296,504$39,854$13,285iApproximate average salary by contribution assumption: employee only about $332,117 at 4% or $221,411 at 6%; with 50% employer match about $221,411 at 4% or $147,607 at 6%; with 100% employer match about $166,058 at 4% or $110,706 at 6%.
HUTCHISON GROUP, INC. 401K PLAN-3$296,504$39,854$13,285iApproximate average salary by contribution assumption: employee only about $332,117 at 4% or $221,411 at 6%; with 50% employer match about $221,411 at 4% or $147,607 at 6%; with 100% employer match about $166,058 at 4% or $110,706 at 6%.
201513$235,581$53,611$17,870iApproximate average salary by contribution assumption: employee only about $446,758 at 4% or $297,839 at 6%; with 50% employer match about $297,839 at 4% or $198,559 at 6%; with 100% employer match about $223,379 at 4% or $148,919 at 6%.
HUTCHISON GROUP, INC. 401K PLAN-3$235,581$53,611$17,870iApproximate average salary by contribution assumption: employee only about $446,758 at 4% or $297,839 at 6%; with 50% employer match about $297,839 at 4% or $198,559 at 6%; with 100% employer match about $223,379 at 4% or $148,919 at 6%.
201413$190,824$32,577$10,859iApproximate average salary by contribution assumption: employee only about $271,475 at 4% or $180,983 at 6%; with 50% employer match about $180,983 at 4% or $120,656 at 6%; with 100% employer match about $135,738 at 4% or $90,492 at 6%.
HUTCHISON GROUP, INC. 401K PLAN-3$190,824$32,577$10,859iApproximate average salary by contribution assumption: employee only about $271,475 at 4% or $180,983 at 6%; with 50% employer match about $180,983 at 4% or $120,656 at 6%; with 100% employer match about $135,738 at 4% or $90,492 at 6%.
201313$146,819$32,035$10,678iApproximate average salary by contribution assumption: employee only about $266,958 at 4% or $177,972 at 6%; with 50% employer match about $177,972 at 4% or $118,648 at 6%; with 100% employer match about $133,479 at 4% or $88,986 at 6%.
HUTCHISON GROUP, INC. 401K PLAN-3$146,819$32,035$10,678iApproximate average salary by contribution assumption: employee only about $266,958 at 4% or $177,972 at 6%; with 50% employer match about $177,972 at 4% or $118,648 at 6%; with 100% employer match about $133,479 at 4% or $88,986 at 6%.
201213$96,521$24,233$8,078iApproximate average salary by contribution assumption: employee only about $201,942 at 4% or $134,628 at 6%; with 50% employer match about $134,628 at 4% or $89,752 at 6%; with 100% employer match about $100,971 at 4% or $67,314 at 6%.
HUTCHISON GROUP, INC. 401K PLAN-3$96,521$24,233$8,078iApproximate average salary by contribution assumption: employee only about $201,942 at 4% or $134,628 at 6%; with 50% employer match about $134,628 at 4% or $89,752 at 6%; with 100% employer match about $100,971 at 4% or $67,314 at 6%.
201113$61,473$30,666$10,222iApproximate average salary by contribution assumption: employee only about $255,550 at 4% or $170,367 at 6%; with 50% employer match about $170,367 at 4% or $113,578 at 6%; with 100% employer match about $127,775 at 4% or $85,183 at 6%.
HUTCHISON GROUP, INC. 401K PLAN-3$61,473$30,666$10,222iApproximate average salary by contribution assumption: employee only about $255,550 at 4% or $170,367 at 6%; with 50% employer match about $170,367 at 4% or $113,578 at 6%; with 100% employer match about $127,775 at 4% or $85,183 at 6%.
201013$34,623$31,920$10,640iApproximate average salary by contribution assumption: employee only about $266,000 at 4% or $177,333 at 6%; with 50% employer match about $177,333 at 4% or $118,222 at 6%; with 100% employer match about $133,000 at 4% or $88,667 at 6%.
HUTCHISON GROUP, INC. 401K PLAN-3$34,623$31,920$10,640iApproximate average salary by contribution assumption: employee only about $266,000 at 4% or $177,333 at 6%; with 50% employer match about $177,333 at 4% or $118,222 at 6%; with 100% employer match about $133,000 at 4% or $88,667 at 6%.