Civic Intelligence

SYCAMORE FINANCIAL PLANNING, LLC

Plan context: SYCAMORE FINANCIAL PLANNING 401(K) PLAN

EIN 45-3264770 • Durham, NC • 8 filings • 1 plans

1005 Slater RoadSuite 320Durham, NC 27703
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$637,748

2025 Contributions

$101,753

Historical Graphs

Total Assets Over Time

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

$637,748$318,874$0201820222025YearValue
$637,748Latest year 2025

Participants Over Time

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

840201820222025YearValue
7Latest 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
202517$637,748$101,753$14,536iApproximate average salary by contribution assumption: employee only about $363,404 at 4% or $242,269 at 6%; with 50% employer match about $242,269 at 4% or $161,513 at 6%; with 100% employer match about $181,702 at 4% or $121,135 at 6%.
SYCAMORE FINANCIAL PLANNING 401(K) PLAN-7$637,748$101,753$14,536iApproximate average salary by contribution assumption: employee only about $363,404 at 4% or $242,269 at 6%; with 50% employer match about $242,269 at 4% or $161,513 at 6%; with 100% employer match about $181,702 at 4% or $121,135 at 6%.
202418$489,776$93,128$11,641iApproximate average salary by contribution assumption: employee only about $291,025 at 4% or $194,017 at 6%; with 50% employer match about $194,017 at 4% or $129,344 at 6%; with 100% employer match about $145,513 at 4% or $97,008 at 6%.
SYCAMORE FINANCIAL PLANNING 401(K) PLAN-8$489,776$93,128$11,641iApproximate average salary by contribution assumption: employee only about $291,025 at 4% or $194,017 at 6%; with 50% employer match about $194,017 at 4% or $129,344 at 6%; with 100% employer match about $145,513 at 4% or $97,008 at 6%.
202316$346,443$87,621$14,604iApproximate average salary by contribution assumption: employee only about $365,088 at 4% or $243,392 at 6%; with 50% employer match about $243,392 at 4% or $162,261 at 6%; with 100% employer match about $182,544 at 4% or $121,696 at 6%.
SYCAMORE FINANCIAL PLANNING 401(K) PLAN-6$346,443$87,621$14,604iApproximate average salary by contribution assumption: employee only about $365,088 at 4% or $243,392 at 6%; with 50% employer match about $243,392 at 4% or $162,261 at 6%; with 100% employer match about $182,544 at 4% or $121,696 at 6%.
202215$204,221$51,571$10,314iApproximate average salary by contribution assumption: employee only about $257,855 at 4% or $171,903 at 6%; with 50% employer match about $171,903 at 4% or $114,602 at 6%; with 100% employer match about $128,928 at 4% or $85,952 at 6%.
SYCAMORE FINANCIAL PLANNING 401(K) PLAN-5$204,221$51,571$10,314iApproximate average salary by contribution assumption: employee only about $257,855 at 4% or $171,903 at 6%; with 50% employer match about $171,903 at 4% or $114,602 at 6%; with 100% employer match about $128,928 at 4% or $85,952 at 6%.
202116$204,182$51,616$8,603iApproximate average salary by contribution assumption: employee only about $215,067 at 4% or $143,378 at 6%; with 50% employer match about $143,378 at 4% or $95,585 at 6%; with 100% employer match about $107,533 at 4% or $71,689 at 6%.
SYCAMORE FINANCIAL PLANNING 401(K) PLAN-6$204,182$51,616$8,603iApproximate average salary by contribution assumption: employee only about $215,067 at 4% or $143,378 at 6%; with 50% employer match about $143,378 at 4% or $95,585 at 6%; with 100% employer match about $107,533 at 4% or $71,689 at 6%.
202013$126,194$37,864$12,621iApproximate average salary by contribution assumption: employee only about $315,533 at 4% or $210,356 at 6%; with 50% employer match about $210,356 at 4% or $140,237 at 6%; with 100% employer match about $157,767 at 4% or $105,178 at 6%.
SYCAMORE FINANCIAL PLANNING 401(K) PLAN-3$126,194$37,864$12,621iApproximate average salary by contribution assumption: employee only about $315,533 at 4% or $210,356 at 6%; with 50% employer match about $210,356 at 4% or $140,237 at 6%; with 100% employer match about $157,767 at 4% or $105,178 at 6%.
201914$83,955$41,721$10,430iApproximate average salary by contribution assumption: employee only about $260,756 at 4% or $173,838 at 6%; with 50% employer match about $173,838 at 4% or $115,892 at 6%; with 100% employer match about $130,378 at 4% or $86,919 at 6%.
SYCAMORE FINANCIAL PLANNING 401(K) PLAN-4$83,955$41,721$10,430iApproximate average salary by contribution assumption: employee only about $260,756 at 4% or $173,838 at 6%; with 50% employer match about $173,838 at 4% or $115,892 at 6%; with 100% employer match about $130,378 at 4% or $86,919 at 6%.
201813$29,703$32,876$10,959iApproximate average salary by contribution assumption: employee only about $273,967 at 4% or $182,644 at 6%; with 50% employer match about $182,644 at 4% or $121,763 at 6%; with 100% employer match about $136,983 at 4% or $91,322 at 6%.
SYCAMORE FINANCIAL PLANNING 401(K) PLAN-3$29,703$32,876$10,959iApproximate average salary by contribution assumption: employee only about $273,967 at 4% or $182,644 at 6%; with 50% employer match about $182,644 at 4% or $121,763 at 6%; with 100% employer match about $136,983 at 4% or $91,322 at 6%.