Civic Intelligence

KEATON SAMS WEALTH MANAGEMENT

Plan context: KEATON SAMS WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST

EIN 39-4977969 • Savannah, GA • 1 filings • 1 plans

15 Lake St Ste 130Savannah, GA 31411-2970
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$7,337

2025 Contributions

$7,300

Historical Graphs

Total Assets Over Time

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

$7,337$3,669$02025YearValue
$7,337Latest year 2025

Participants Over Time

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

4202025YearValue
4Latest 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
202514$7,337$7,300$1,825iApproximate average salary by contribution assumption: employee only about $45,625 at 4% or $30,417 at 6%; with 50% employer match about $30,417 at 4% or $20,278 at 6%; with 100% employer match about $22,813 at 4% or $15,208 at 6%.
KEATON SAMS WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST-4$7,337$7,300$1,825iApproximate average salary by contribution assumption: employee only about $45,625 at 4% or $30,417 at 6%; with 50% employer match about $30,417 at 4% or $20,278 at 6%; with 100% employer match about $22,813 at 4% or $15,208 at 6%.