Civic Intelligence

Sound Harbor Wealth Partners L

Plan context: Sound Harbor Wealth Partners L 401 K Profit Sharing Plan Trust

EIN 45-3754945 • Wilmington, NC • 13 filings • 3 plans

5815 Oleander Dr Ste 320Wilmington, NC 28403-4853
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$930,952

2024 Contributions

$42,696

Historical Graphs

Total Assets Over Time

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

$930,952$465,476$0201220182024YearValue
$930,952Latest year 2024

Participants Over Time

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

320201220182024YearValue
2Latest 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
202412$930,952$42,696$21,348iApproximate average salary by contribution assumption: employee only about $533,700 at 4% or $355,800 at 6%; with 50% employer match about $355,800 at 4% or $237,200 at 6%; with 100% employer match about $266,850 at 4% or $177,900 at 6%.
Sound Harbor Wealth Partners L 401 K Profit Sharing Plan Trust-2$930,952$42,696$21,348iApproximate average salary by contribution assumption: employee only about $533,700 at 4% or $355,800 at 6%; with 50% employer match about $355,800 at 4% or $237,200 at 6%; with 100% employer match about $266,850 at 4% or $177,900 at 6%.
202313$862,288$41,260$13,753iApproximate average salary by contribution assumption: employee only about $343,833 at 4% or $229,222 at 6%; with 50% employer match about $229,222 at 4% or $152,815 at 6%; with 100% employer match about $171,917 at 4% or $114,611 at 6%.
Sound Harbor Wealth Partners L 401 K Profit Sharing Plan Trust-3$862,288$41,260$13,753iApproximate average salary by contribution assumption: employee only about $343,833 at 4% or $229,222 at 6%; with 50% employer match about $229,222 at 4% or $152,815 at 6%; with 100% employer match about $171,917 at 4% or $114,611 at 6%.
202212$657,363$44,879$22,440iApproximate average salary by contribution assumption: employee only about $560,988 at 4% or $373,992 at 6%; with 50% employer match about $373,992 at 4% or $249,328 at 6%; with 100% employer match about $280,494 at 4% or $186,996 at 6%.
Sound Harbor Wealth Partners L 401 K Profit Sharing Plan Trust-2$657,363$44,879$22,440iApproximate average salary by contribution assumption: employee only about $560,988 at 4% or $373,992 at 6%; with 50% employer match about $373,992 at 4% or $249,328 at 6%; with 100% employer match about $280,494 at 4% or $186,996 at 6%.
202113$894,126$48,053$16,018iApproximate average salary by contribution assumption: employee only about $400,442 at 4% or $266,961 at 6%; with 50% employer match about $266,961 at 4% or $177,974 at 6%; with 100% employer match about $200,221 at 4% or $133,481 at 6%.
Sound Harbor Wealth Partners L 401 K Profit Sharing Plan Trust-3$894,126$48,053$16,018iApproximate average salary by contribution assumption: employee only about $400,442 at 4% or $266,961 at 6%; with 50% employer match about $266,961 at 4% or $177,974 at 6%; with 100% employer match about $200,221 at 4% or $133,481 at 6%.
202013$720,128$38,618$12,873iApproximate average salary by contribution assumption: employee only about $321,817 at 4% or $214,544 at 6%; with 50% employer match about $214,544 at 4% or $143,030 at 6%; with 100% employer match about $160,908 at 4% or $107,272 at 6%.
Sound Harbor Wealth Partners L 401 K Profit Sharing Plan Trust-3$720,128$38,618$12,873iApproximate average salary by contribution assumption: employee only about $321,817 at 4% or $214,544 at 6%; with 50% employer match about $214,544 at 4% or $143,030 at 6%; with 100% employer match about $160,908 at 4% or $107,272 at 6%.
201912$527,911$33,410$16,705iApproximate average salary by contribution assumption: employee only about $417,625 at 4% or $278,417 at 6%; with 50% employer match about $278,417 at 4% or $185,611 at 6%; with 100% employer match about $208,813 at 4% or $139,208 at 6%.
Sound Harbor Wealth Partners L 401 K Profit Sharing Plan Trust-2$527,911$33,410$16,705iApproximate average salary by contribution assumption: employee only about $417,625 at 4% or $278,417 at 6%; with 50% employer match about $278,417 at 4% or $185,611 at 6%; with 100% employer match about $208,813 at 4% or $139,208 at 6%.
201812$379,932$33,140$16,570iApproximate average salary by contribution assumption: employee only about $414,250 at 4% or $276,167 at 6%; with 50% employer match about $276,167 at 4% or $184,111 at 6%; with 100% employer match about $207,125 at 4% or $138,083 at 6%.
Sound Harbor Wealth Partners L 401 K Profit Sharing Plan Trust-2$379,932$33,140$16,570iApproximate average salary by contribution assumption: employee only about $414,250 at 4% or $276,167 at 6%; with 50% employer match about $276,167 at 4% or $184,111 at 6%; with 100% employer match about $207,125 at 4% or $138,083 at 6%.
201712$381,154$32,538$16,269iApproximate average salary by contribution assumption: employee only about $406,725 at 4% or $271,150 at 6%; with 50% employer match about $271,150 at 4% or $180,767 at 6%; with 100% employer match about $203,363 at 4% or $135,575 at 6%.
Sound Harbor Wealth Partners L 401 K Profit Sharing Plan Trust-2$381,154$32,538$16,269iApproximate average salary by contribution assumption: employee only about $406,725 at 4% or $271,150 at 6%; with 50% employer match about $271,150 at 4% or $180,767 at 6%; with 100% employer match about $203,363 at 4% or $135,575 at 6%.
201612$286,373$38,677$19,339iApproximate average salary by contribution assumption: employee only about $483,463 at 4% or $322,308 at 6%; with 50% employer match about $322,308 at 4% or $214,872 at 6%; with 100% employer match about $241,731 at 4% or $161,154 at 6%.
Sound Harbor Wealth Partners L 401 K Profit Sharing Plan Trust-2$286,373$38,677$19,339iApproximate average salary by contribution assumption: employee only about $483,463 at 4% or $322,308 at 6%; with 50% employer match about $322,308 at 4% or $214,872 at 6%; with 100% employer match about $241,731 at 4% or $161,154 at 6%.
201512$211,565$32,200$16,100iApproximate average salary by contribution assumption: employee only about $402,500 at 4% or $268,333 at 6%; with 50% employer match about $268,333 at 4% or $178,889 at 6%; with 100% employer match about $201,250 at 4% or $134,167 at 6%.
Sound Harbor Wealth Partners L 401 K Profit Sharing Plan Trust-2$211,565$32,200$16,100iApproximate average salary by contribution assumption: employee only about $402,500 at 4% or $268,333 at 6%; with 50% employer match about $268,333 at 4% or $178,889 at 6%; with 100% employer match about $201,250 at 4% or $134,167 at 6%.
201412$182,924$31,270$15,635iApproximate average salary by contribution assumption: employee only about $390,875 at 4% or $260,583 at 6%; with 50% employer match about $260,583 at 4% or $173,722 at 6%; with 100% employer match about $195,438 at 4% or $130,292 at 6%.
Sound Harbor Wealth Partners L 401 K Profit Sharing Plan Trust-2$182,924$31,270$15,635iApproximate average salary by contribution assumption: employee only about $390,875 at 4% or $260,583 at 6%; with 50% employer match about $260,583 at 4% or $173,722 at 6%; with 100% employer match about $195,438 at 4% or $130,292 at 6%.
201312$145,361$30,882$15,441iApproximate average salary by contribution assumption: employee only about $386,025 at 4% or $257,350 at 6%; with 50% employer match about $257,350 at 4% or $171,567 at 6%; with 100% employer match about $193,013 at 4% or $128,675 at 6%.
Sound Harbor Wealth Partners L 401 K Profit Sharing Plan Trust-2$145,361$30,882$15,441iApproximate average salary by contribution assumption: employee only about $386,025 at 4% or $257,350 at 6%; with 50% employer match about $257,350 at 4% or $171,567 at 6%; with 100% employer match about $193,013 at 4% or $128,675 at 6%.
201212$91,039$29,801$14,901iApproximate average salary by contribution assumption: employee only about $372,513 at 4% or $248,342 at 6%; with 50% employer match about $248,342 at 4% or $165,561 at 6%; with 100% employer match about $186,256 at 4% or $124,171 at 6%.
Sound Harbor Wealth Partners L 401 K Profit Sharing Plan Trust-2$91,039$29,801$14,901iApproximate average salary by contribution assumption: employee only about $372,513 at 4% or $248,342 at 6%; with 50% employer match about $248,342 at 4% or $165,561 at 6%; with 100% employer match about $186,256 at 4% or $124,171 at 6%.