Civic Intelligence

Financial Directions Group Inc.

Plan context: Financial Directions Group Inc. 401(K) Plan

EIN 36-4405047 • Cary, NC • 23 filings • 2 plans

5001 Weston Parkway, Suite 200Cary, NC 27513
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$1,918,662

2024 Contributions

$72,498

Historical Graphs

Total Assets Over Time

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

$1,987,455$993,728$0200220132024YearValue
$1,918,662Latest year 2024

Participants Over Time

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

1680200220132024YearValue
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$1,918,662$72,498$9,062iApproximate average salary by contribution assumption: employee only about $226,556 at 4% or $151,038 at 6%; with 50% employer match about $151,038 at 4% or $100,692 at 6%; with 100% employer match about $113,278 at 4% or $75,519 at 6%.
Financial Directions Group Inc. 401(K) Plan-8$1,918,662$72,498$9,062iApproximate average salary by contribution assumption: employee only about $226,556 at 4% or $151,038 at 6%; with 50% employer match about $151,038 at 4% or $100,692 at 6%; with 100% employer match about $113,278 at 4% or $75,519 at 6%.
202318$1,873,860$83,690$10,461iApproximate average salary by contribution assumption: employee only about $261,531 at 4% or $174,354 at 6%; with 50% employer match about $174,354 at 4% or $116,236 at 6%; with 100% employer match about $130,766 at 4% or $87,177 at 6%.
Financial Directions Group Inc. 401(K) Plan-8$1,873,860$83,690$10,461iApproximate average salary by contribution assumption: employee only about $261,531 at 4% or $174,354 at 6%; with 50% employer match about $174,354 at 4% or $116,236 at 6%; with 100% employer match about $130,766 at 4% or $87,177 at 6%.
202218$1,567,111$77,747$9,718iApproximate average salary by contribution assumption: employee only about $242,959 at 4% or $161,973 at 6%; with 50% employer match about $161,973 at 4% or $107,982 at 6%; with 100% employer match about $121,480 at 4% or $80,986 at 6%.
Financial Directions Group Inc. 401(K) Plan-8$1,567,111$77,747$9,718iApproximate average salary by contribution assumption: employee only about $242,959 at 4% or $161,973 at 6%; with 50% employer match about $161,973 at 4% or $107,982 at 6%; with 100% employer match about $121,480 at 4% or $80,986 at 6%.
202119$1,987,455$75,471$8,386iApproximate average salary by contribution assumption: employee only about $209,642 at 4% or $139,761 at 6%; with 50% employer match about $139,761 at 4% or $93,174 at 6%; with 100% employer match about $104,821 at 4% or $69,881 at 6%.
Financial Directions Group Inc. 401(K) Plan-9$1,987,455$75,471$8,386iApproximate average salary by contribution assumption: employee only about $209,642 at 4% or $139,761 at 6%; with 50% employer match about $139,761 at 4% or $93,174 at 6%; with 100% employer match about $104,821 at 4% or $69,881 at 6%.
202019$1,755,663$84,375$9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%.
Financial Directions Group Inc. 401(K) Plan-9$1,755,663$84,375$9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%.
2019112$1,606,651$125,526$10,461iApproximate average salary by contribution assumption: employee only about $261,513 at 4% or $174,342 at 6%; with 50% employer match about $174,342 at 4% or $116,228 at 6%; with 100% employer match about $130,756 at 4% or $87,171 at 6%.
Financial Directions Group Inc. 401(K) Plan-12$1,606,651$125,526$10,461iApproximate average salary by contribution assumption: employee only about $261,513 at 4% or $174,342 at 6%; with 50% employer match about $174,342 at 4% or $116,228 at 6%; with 100% employer match about $130,756 at 4% or $87,171 at 6%.
2018114$1,329,664$147,658$10,547iApproximate average salary by contribution assumption: employee only about $263,675 at 4% or $175,783 at 6%; with 50% employer match about $175,783 at 4% or $117,189 at 6%; with 100% employer match about $131,838 at 4% or $87,892 at 6%.
Financial Directions Group Inc. 401(K) Plan-14$1,329,664$147,658$10,547iApproximate average salary by contribution assumption: employee only about $263,675 at 4% or $175,783 at 6%; with 50% employer match about $175,783 at 4% or $117,189 at 6%; with 100% employer match about $131,838 at 4% or $87,892 at 6%.
2017114$1,301,084$152,571$10,898iApproximate average salary by contribution assumption: employee only about $272,448 at 4% or $181,632 at 6%; with 50% employer match about $181,632 at 4% or $121,088 at 6%; with 100% employer match about $136,224 at 4% or $90,816 at 6%.
Financial Directions Group Inc. 401(K) Plan-14$1,301,084$152,571$10,898iApproximate average salary by contribution assumption: employee only about $272,448 at 4% or $181,632 at 6%; with 50% employer match about $181,632 at 4% or $121,088 at 6%; with 100% employer match about $136,224 at 4% or $90,816 at 6%.
2016113$1,022,023$137,775$10,598iApproximate average salary by contribution assumption: employee only about $264,952 at 4% or $176,635 at 6%; with 50% employer match about $176,635 at 4% or $117,756 at 6%; with 100% employer match about $132,476 at 4% or $88,317 at 6%.
Financial Directions Group Inc. 401(K) Plan-13$1,022,023$137,775$10,598iApproximate average salary by contribution assumption: employee only about $264,952 at 4% or $176,635 at 6%; with 50% employer match about $176,635 at 4% or $117,756 at 6%; with 100% employer match about $132,476 at 4% or $88,317 at 6%.
2015114$1,439,375$153,072$10,934iApproximate average salary by contribution assumption: employee only about $273,343 at 4% or $182,229 at 6%; with 50% employer match about $182,229 at 4% or $121,486 at 6%; with 100% employer match about $136,671 at 4% or $91,114 at 6%.
Financial Directions Group Inc. 401(K) Plan-14$1,439,375$153,072$10,934iApproximate average salary by contribution assumption: employee only about $273,343 at 4% or $182,229 at 6%; with 50% employer match about $182,229 at 4% or $121,486 at 6%; with 100% employer match about $136,671 at 4% or $91,114 at 6%.
2014116$1,389,975$186,618$11,664iApproximate average salary by contribution assumption: employee only about $291,591 at 4% or $194,394 at 6%; with 50% employer match about $194,394 at 4% or $129,596 at 6%; with 100% employer match about $145,795 at 4% or $97,197 at 6%.
Financial Directions Group Inc. 401(K) Plan-16$1,389,975$186,618$11,664iApproximate average salary by contribution assumption: employee only about $291,591 at 4% or $194,394 at 6%; with 50% employer match about $194,394 at 4% or $129,596 at 6%; with 100% employer match about $145,795 at 4% or $97,197 at 6%.
2013114$1,142,890$122,316$8,737iApproximate average salary by contribution assumption: employee only about $218,421 at 4% or $145,614 at 6%; with 50% employer match about $145,614 at 4% or $97,076 at 6%; with 100% employer match about $109,211 at 4% or $72,807 at 6%.
Financial Directions Group Inc. 401(K) Plan-14$1,142,890$122,316$8,737iApproximate average salary by contribution assumption: employee only about $218,421 at 4% or $145,614 at 6%; with 50% employer match about $145,614 at 4% or $97,076 at 6%; with 100% employer match about $109,211 at 4% or $72,807 at 6%.
2012113$829,840$110,527$8,502iApproximate average salary by contribution assumption: employee only about $212,552 at 4% or $141,701 at 6%; with 50% employer match about $141,701 at 4% or $94,468 at 6%; with 100% employer match about $106,276 at 4% or $70,851 at 6%.
Financial Directions Group Inc. 401(K) Plan-13$829,840$110,527$8,502iApproximate average salary by contribution assumption: employee only about $212,552 at 4% or $141,701 at 6%; with 50% employer match about $141,701 at 4% or $94,468 at 6%; with 100% employer match about $106,276 at 4% or $70,851 at 6%.
201119$828,141$127,676$14,186iApproximate average salary by contribution assumption: employee only about $354,656 at 4% or $236,437 at 6%; with 50% employer match about $236,437 at 4% or $157,625 at 6%; with 100% employer match about $177,328 at 4% or $118,219 at 6%.
Financial Directions Group Inc. 401(K) Plan-9$828,141$127,676$14,186iApproximate average salary by contribution assumption: employee only about $354,656 at 4% or $236,437 at 6%; with 50% employer match about $236,437 at 4% or $157,625 at 6%; with 100% employer match about $177,328 at 4% or $118,219 at 6%.
2010111$851,530$132,612$12,056iApproximate average salary by contribution assumption: employee only about $301,391 at 4% or $200,927 at 6%; with 50% employer match about $200,927 at 4% or $133,952 at 6%; with 100% employer match about $150,695 at 4% or $100,464 at 6%.
Financial Directions Group Inc. 401(K) Plan-11$851,530$132,612$12,056iApproximate average salary by contribution assumption: employee only about $301,391 at 4% or $200,927 at 6%; with 50% employer match about $200,927 at 4% or $133,952 at 6%; with 100% employer match about $150,695 at 4% or $100,464 at 6%.
2009114$694,536$109,675$7,834iApproximate average salary by contribution assumption: employee only about $195,848 at 4% or $130,565 at 6%; with 50% employer match about $130,565 at 4% or $87,044 at 6%; with 100% employer match about $97,924 at 4% or $65,283 at 6%.
Financial Directions Group Inc. 401(K) Plan-14$694,536$109,675$7,834iApproximate average salary by contribution assumption: employee only about $195,848 at 4% or $130,565 at 6%; with 50% employer match about $130,565 at 4% or $87,044 at 6%; with 100% employer match about $97,924 at 4% or $65,283 at 6%.
2008111$421,791$109,683$9,971iApproximate average salary by contribution assumption: employee only about $249,280 at 4% or $166,186 at 6%; with 50% employer match about $166,186 at 4% or $110,791 at 6%; with 100% employer match about $124,640 at 4% or $83,093 at 6%.
Financial Directions Group Inc. 401(K) Plan-11$421,791$109,683$9,971iApproximate average salary by contribution assumption: employee only about $249,280 at 4% or $166,186 at 6%; with 50% employer match about $166,186 at 4% or $110,791 at 6%; with 100% employer match about $124,640 at 4% or $83,093 at 6%.
200719$535,243$109,891$12,210iApproximate average salary by contribution assumption: employee only about $305,253 at 4% or $203,502 at 6%; with 50% employer match about $203,502 at 4% or $135,668 at 6%; with 100% employer match about $152,626 at 4% or $101,751 at 6%.
Financial Directions Group Inc. 401(K) Plan-9$535,243$109,891$12,210iApproximate average salary by contribution assumption: employee only about $305,253 at 4% or $203,502 at 6%; with 50% employer match about $203,502 at 4% or $135,668 at 6%; with 100% employer match about $152,626 at 4% or $101,751 at 6%.
200616$393,396$69,962$11,660iApproximate average salary by contribution assumption: employee only about $291,508 at 4% or $194,339 at 6%; with 50% employer match about $194,339 at 4% or $129,559 at 6%; with 100% employer match about $145,754 at 4% or $97,169 at 6%.
Financial Directions Group Inc. 401(K) Plan-6$393,396$69,962$11,660iApproximate average salary by contribution assumption: employee only about $291,508 at 4% or $194,339 at 6%; with 50% employer match about $194,339 at 4% or $129,559 at 6%; with 100% employer match about $145,754 at 4% or $97,169 at 6%.
200518$286,745$66,884$8,361iApproximate average salary by contribution assumption: employee only about $209,013 at 4% or $139,342 at 6%; with 50% employer match about $139,342 at 4% or $92,894 at 6%; with 100% employer match about $104,506 at 4% or $69,671 at 6%.
Financial Directions Group Inc. 401(K) Plan-8$286,745$66,884$8,361iApproximate average salary by contribution assumption: employee only about $209,013 at 4% or $139,342 at 6%; with 50% employer match about $139,342 at 4% or $92,894 at 6%; with 100% employer match about $104,506 at 4% or $69,671 at 6%.
200418$212,673$63,234$7,904iApproximate average salary by contribution assumption: employee only about $197,606 at 4% or $131,738 at 6%; with 50% employer match about $131,738 at 4% or $87,825 at 6%; with 100% employer match about $98,803 at 4% or $65,869 at 6%.
Financial Directions Group Inc. 401(K) Plan-8$212,673$63,234$7,904iApproximate average salary by contribution assumption: employee only about $197,606 at 4% or $131,738 at 6%; with 50% employer match about $131,738 at 4% or $87,825 at 6%; with 100% employer match about $98,803 at 4% or $65,869 at 6%.
200318$129,007$59,977$7,497iApproximate average salary by contribution assumption: employee only about $187,428 at 4% or $124,952 at 6%; with 50% employer match about $124,952 at 4% or $83,301 at 6%; with 100% employer match about $93,714 at 4% or $62,476 at 6%.
Financial Directions Group Inc. 401(K) Plan-8$129,007$59,977$7,497iApproximate average salary by contribution assumption: employee only about $187,428 at 4% or $124,952 at 6%; with 50% employer match about $124,952 at 4% or $83,301 at 6%; with 100% employer match about $93,714 at 4% or $62,476 at 6%.
200216$50,400$54,612$9,102iApproximate average salary by contribution assumption: employee only about $227,550 at 4% or $151,700 at 6%; with 50% employer match about $151,700 at 4% or $101,133 at 6%; with 100% employer match about $113,775 at 4% or $75,850 at 6%.
Financial Directions Group Inc. 401(K) Plan-6$50,400$54,612$9,102iApproximate average salary by contribution assumption: employee only about $227,550 at 4% or $151,700 at 6%; with 50% employer match about $151,700 at 4% or $101,133 at 6%; with 100% employer match about $113,775 at 4% or $75,850 at 6%.