Civic Intelligence

Fee Only Financial Planning LC

Plan context: Fee-Only Financial Planning LC 401(K) Plan

EIN 54-1648649 • Okatie, SC • 26 filings • 10 plans

45 Sugar Mill DrOkatie, SC 29909-4201
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$5,580,361

2024 Contributions

$171,000

Historical Graphs

Total Assets Over Time

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

$5,580,361$2,790,181$0200020132024YearValue
$5,580,361Latest year 2024

Participants Over Time

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

630200020122024YearValue
3Latest 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
202413$5,580,361$171,000$57,000iApproximate average salary by contribution assumption: employee only about $1,425,000 at 4% or $950,000 at 6%; with 50% employer match about $950,000 at 4% or $633,333 at 6%; with 100% employer match about $712,500 at 4% or $475,000 at 6%.
Fee-Only Financial Planning LC 401(K) Plan-3$5,580,361$171,000$57,000iApproximate average salary by contribution assumption: employee only about $1,425,000 at 4% or $950,000 at 6%; with 50% employer match about $950,000 at 4% or $633,333 at 6%; with 100% employer match about $712,500 at 4% or $475,000 at 6%.
202313$5,003,904$171,450$57,150iApproximate average salary by contribution assumption: employee only about $1,428,750 at 4% or $952,500 at 6%; with 50% employer match about $952,500 at 4% or $635,000 at 6%; with 100% employer match about $714,375 at 4% or $476,250 at 6%.
Fee-Only Financial Planning LC 401(K) Plan-3$5,003,904$171,450$57,150iApproximate average salary by contribution assumption: employee only about $1,428,750 at 4% or $952,500 at 6%; with 50% employer match about $952,500 at 4% or $635,000 at 6%; with 100% employer match about $714,375 at 4% or $476,250 at 6%.
202213$4,345,435$113,748$37,916iApproximate average salary by contribution assumption: employee only about $947,900 at 4% or $631,933 at 6%; with 50% employer match about $631,933 at 4% or $421,289 at 6%; with 100% employer match about $473,950 at 4% or $315,967 at 6%.
Fee-Only Financial Planning LC 401(K) Plan-3$4,345,435$113,748$37,916iApproximate average salary by contribution assumption: employee only about $947,900 at 4% or $631,933 at 6%; with 50% employer match about $631,933 at 4% or $421,289 at 6%; with 100% employer match about $473,950 at 4% or $315,967 at 6%.
202113$4,670,800$99,172$33,057iApproximate average salary by contribution assumption: employee only about $826,433 at 4% or $550,956 at 6%; with 50% employer match about $550,956 at 4% or $367,304 at 6%; with 100% employer match about $413,217 at 4% or $275,478 at 6%.
Fee-Only Financial Planning LC 401(K) Plan-3$4,670,800$99,172$33,057iApproximate average salary by contribution assumption: employee only about $826,433 at 4% or $550,956 at 6%; with 50% employer match about $550,956 at 4% or $367,304 at 6%; with 100% employer match about $413,217 at 4% or $275,478 at 6%.
202013$3,978,203$98,900$32,967iApproximate average salary by contribution assumption: employee only about $824,167 at 4% or $549,444 at 6%; with 50% employer match about $549,444 at 4% or $366,296 at 6%; with 100% employer match about $412,083 at 4% or $274,722 at 6%.
Fee-Only Financial Planning LC 401(K) Plan-3$3,978,203$98,900$32,967iApproximate average salary by contribution assumption: employee only about $824,167 at 4% or $549,444 at 6%; with 50% employer match about $549,444 at 4% or $366,296 at 6%; with 100% employer match about $412,083 at 4% or $274,722 at 6%.
201913$3,526,157$94,300$31,433iApproximate average salary by contribution assumption: employee only about $785,833 at 4% or $523,889 at 6%; with 50% employer match about $523,889 at 4% or $349,259 at 6%; with 100% employer match about $392,917 at 4% or $261,944 at 6%.
Fee-Only Financial Planning LC 401(K) Plan-3$3,526,157$94,300$31,433iApproximate average salary by contribution assumption: employee only about $785,833 at 4% or $523,889 at 6%; with 50% employer match about $523,889 at 4% or $349,259 at 6%; with 100% employer match about $392,917 at 4% or $261,944 at 6%.
201813$3,163,135$91,500$30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%.
Fee-Only Financial Planning LC 401(K) Plan-3$3,163,135$91,500$30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%.
201712$3,106,022$91,841$45,921iApproximate average salary by contribution assumption: employee only about $1,148,013 at 4% or $765,342 at 6%; with 50% employer match about $765,342 at 4% or $510,228 at 6%; with 100% employer match about $574,006 at 4% or $382,671 at 6%.
Fee-Only Financial Planning LC 401(K) Plan-2$3,106,022$91,841$45,921iApproximate average salary by contribution assumption: employee only about $1,148,013 at 4% or $765,342 at 6%; with 50% employer match about $765,342 at 4% or $510,228 at 6%; with 100% employer match about $574,006 at 4% or $382,671 at 6%.
201612$2,582,150$67,841$33,921iApproximate average salary by contribution assumption: employee only about $848,013 at 4% or $565,342 at 6%; with 50% employer match about $565,342 at 4% or $376,894 at 6%; with 100% employer match about $424,006 at 4% or $282,671 at 6%.
Fee-Only Financial Planning LC 401(K) Plan-2$2,582,150$67,841$33,921iApproximate average salary by contribution assumption: employee only about $848,013 at 4% or $565,342 at 6%; with 50% employer match about $565,342 at 4% or $376,894 at 6%; with 100% employer match about $424,006 at 4% or $282,671 at 6%.
201512$2,352,752$90,611$45,306iApproximate average salary by contribution assumption: employee only about $1,132,638 at 4% or $755,092 at 6%; with 50% employer match about $755,092 at 4% or $503,394 at 6%; with 100% employer match about $566,319 at 4% or $377,546 at 6%.
Fee-Only Financial Planning LC 401(K) Plan-2$2,352,752$90,611$45,306iApproximate average salary by contribution assumption: employee only about $1,132,638 at 4% or $755,092 at 6%; with 50% employer match about $755,092 at 4% or $503,394 at 6%; with 100% employer match about $566,319 at 4% or $377,546 at 6%.
201412$2,006,493$88,111$44,056iApproximate average salary by contribution assumption: employee only about $1,101,388 at 4% or $734,258 at 6%; with 50% employer match about $734,258 at 4% or $489,506 at 6%; with 100% employer match about $550,694 at 4% or $367,129 at 6%.
Feeonly Financial Planning LC 401K Plan-2$2,006,493$88,111$44,056iApproximate average salary by contribution assumption: employee only about $1,101,388 at 4% or $734,258 at 6%; with 50% employer match about $734,258 at 4% or $489,506 at 6%; with 100% employer match about $550,694 at 4% or $367,129 at 6%.
201312$1,726,164$79,500$39,750iApproximate average salary by contribution assumption: employee only about $993,750 at 4% or $662,500 at 6%; with 50% employer match about $662,500 at 4% or $441,667 at 6%; with 100% employer match about $496,875 at 4% or $331,250 at 6%.
Feeonly Financial Planning LC 401K Plan-2$1,726,164$79,500$39,750iApproximate average salary by contribution assumption: employee only about $993,750 at 4% or $662,500 at 6%; with 50% employer match about $662,500 at 4% or $441,667 at 6%; with 100% employer match about $496,875 at 4% or $331,250 at 6%.
201212$1,454,477$61,662$30,831iApproximate average salary by contribution assumption: employee only about $770,775 at 4% or $513,850 at 6%; with 50% employer match about $513,850 at 4% or $342,567 at 6%; with 100% employer match about $385,388 at 4% or $256,925 at 6%.
Feeonly Financial Planning LC 401K Plan-2$1,454,477$61,662$30,831iApproximate average salary by contribution assumption: employee only about $770,775 at 4% or $513,850 at 6%; with 50% employer match about $513,850 at 4% or $342,567 at 6%; with 100% employer match about $385,388 at 4% or $256,925 at 6%.
201112$1,220,100$77,597$38,799iApproximate average salary by contribution assumption: employee only about $969,963 at 4% or $646,642 at 6%; with 50% employer match about $646,642 at 4% or $431,094 at 6%; with 100% employer match about $484,981 at 4% or $323,321 at 6%.
Feeonly Financial Planning LC 401K Plan-2$1,220,100$77,597$38,799iApproximate average salary by contribution assumption: employee only about $969,963 at 4% or $646,642 at 6%; with 50% employer match about $646,642 at 4% or $431,094 at 6%; with 100% employer match about $484,981 at 4% or $323,321 at 6%.
201012$1,105,175$71,000$35,500iApproximate average salary by contribution assumption: employee only about $887,500 at 4% or $591,667 at 6%; with 50% employer match about $591,667 at 4% or $394,444 at 6%; with 100% employer match about $443,750 at 4% or $295,833 at 6%.
Feeonly Financial Planning LC 401K Plan-2$1,105,175$71,000$35,500iApproximate average salary by contribution assumption: employee only about $887,500 at 4% or $591,667 at 6%; with 50% employer match about $591,667 at 4% or $394,444 at 6%; with 100% employer match about $443,750 at 4% or $295,833 at 6%.
200916$1,924,199$220,170$36,695iApproximate average salary by contribution assumption: employee only about $917,375 at 4% or $611,583 at 6%; with 50% employer match about $611,583 at 4% or $407,722 at 6%; with 100% employer match about $458,688 at 4% or $305,792 at 6%.
Feeonly Financial Planning LC 401K Plan-6$1,924,199$220,170$36,695iApproximate average salary by contribution assumption: employee only about $917,375 at 4% or $611,583 at 6%; with 50% employer match about $611,583 at 4% or $407,722 at 6%; with 100% employer match about $458,688 at 4% or $305,792 at 6%.
200815$1,354,357$169,579$33,916iApproximate average salary by contribution assumption: employee only about $847,895 at 4% or $565,263 at 6%; with 50% employer match about $565,263 at 4% or $376,842 at 6%; with 100% employer match about $423,948 at 4% or $282,632 at 6%.
Feeonly Financial Planning LC 401K Plan-5$1,354,357$169,579$33,916iApproximate average salary by contribution assumption: employee only about $847,895 at 4% or $565,263 at 6%; with 50% employer match about $565,263 at 4% or $376,842 at 6%; with 100% employer match about $423,948 at 4% or $282,632 at 6%.
200715$0$0-
Feeonly Financial Planning LC 401K Plan-5---
200615$1,562,327$165,285$33,057iApproximate average salary by contribution assumption: employee only about $826,425 at 4% or $550,950 at 6%; with 50% employer match about $550,950 at 4% or $367,300 at 6%; with 100% employer match about $413,213 at 4% or $275,475 at 6%.
Feeonly Financial Planning LC 401K Plan-5$1,562,327$165,285$33,057iApproximate average salary by contribution assumption: employee only about $826,425 at 4% or $550,950 at 6%; with 50% employer match about $550,950 at 4% or $367,300 at 6%; with 100% employer match about $413,213 at 4% or $275,475 at 6%.
200525$1,199,624$358,987$71,797iApproximate average salary by contribution assumption: employee only about $1,794,935 at 4% or $1,196,623 at 6%; with 50% employer match about $1,196,623 at 4% or $797,749 at 6%; with 100% employer match about $897,467 at 4% or $598,312 at 6%.
Feeonly Financial Planning LC 401K Plan-5$1,199,624$353,987$70,797iApproximate average salary by contribution assumption: employee only about $1,769,935 at 4% or $1,179,957 at 6%; with 50% employer match about $1,179,957 at 4% or $786,638 at 6%; with 100% employer match about $884,967 at 4% or $589,978 at 6%.
Fee-Only Financial Planning LC 401(K) Plan-0-$5,000-
200415$777,436$112,619$22,524iApproximate average salary by contribution assumption: employee only about $563,095 at 4% or $375,397 at 6%; with 50% employer match about $375,397 at 4% or $250,264 at 6%; with 100% employer match about $281,548 at 4% or $187,698 at 6%.
Fee-Only Financial Planning LC 401(K) Plan-5$777,436$112,619$22,524iApproximate average salary by contribution assumption: employee only about $563,095 at 4% or $375,397 at 6%; with 50% employer match about $375,397 at 4% or $250,264 at 6%; with 100% employer match about $281,548 at 4% or $187,698 at 6%.
200315$583,015$103,850$20,770iApproximate average salary by contribution assumption: employee only about $519,250 at 4% or $346,167 at 6%; with 50% employer match about $346,167 at 4% or $230,778 at 6%; with 100% employer match about $259,625 at 4% or $173,083 at 6%.
Fee-Only Financial Planning LC 401(K) Plan-5$583,015$103,850$20,770iApproximate average salary by contribution assumption: employee only about $519,250 at 4% or $346,167 at 6%; with 50% employer match about $346,167 at 4% or $230,778 at 6%; with 100% employer match about $259,625 at 4% or $173,083 at 6%.
200215$371,536$103,198$20,640iApproximate average salary by contribution assumption: employee only about $515,990 at 4% or $343,993 at 6%; with 50% employer match about $343,993 at 4% or $229,329 at 6%; with 100% employer match about $257,995 at 4% or $171,997 at 6%.
Fee-Only Financial Planning LC 401(K) Plan-5$371,536$103,198$20,640iApproximate average salary by contribution assumption: employee only about $515,990 at 4% or $343,993 at 6%; with 50% employer match about $343,993 at 4% or $229,329 at 6%; with 100% employer match about $257,995 at 4% or $171,997 at 6%.
200113$305,209$49,800$16,600iApproximate average salary by contribution assumption: employee only about $415,000 at 4% or $276,667 at 6%; with 50% employer match about $276,667 at 4% or $184,444 at 6%; with 100% employer match about $207,500 at 4% or $138,333 at 6%.
Fee-Only Financial Planning LC 401(K) Plan-3$305,209$49,800$16,600iApproximate average salary by contribution assumption: employee only about $415,000 at 4% or $276,667 at 6%; with 50% employer match about $276,667 at 4% or $184,444 at 6%; with 100% employer match about $207,500 at 4% or $138,333 at 6%.
200013$261,847$50,651$16,884iApproximate average salary by contribution assumption: employee only about $422,092 at 4% or $281,394 at 6%; with 50% employer match about $281,394 at 4% or $187,596 at 6%; with 100% employer match about $211,046 at 4% or $140,697 at 6%.
Fee-Only Financial Planning LC 401(K) Plan-3$261,847$50,651$16,884iApproximate average salary by contribution assumption: employee only about $422,092 at 4% or $281,394 at 6%; with 50% employer match about $281,394 at 4% or $187,596 at 6%; with 100% employer match about $211,046 at 4% or $140,697 at 6%.