Franklin-Vance-Warren Opportunity Inc.
Plan context: Franklin-Vance-Warren Opportunity Inc. 401(K) Profit Sharing Plan
EIN 56-0861261 • Henderson, NC • 51 filings • 12 plans
Current Snapshot
Latest Year
2024
2024 Participants
96
2024 Assets
$613,774
2024 Contributions
$67,898
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 96 | $613,774 | $67,898 | $707iApproximate average salary by contribution assumption: employee only about $17,682 at 4% or $11,788 at 6%; with 50% employer match about $11,788 at 4% or $7,859 at 6%; with 100% employer match about $8,841 at 4% or $5,894 at 6%. |
| Franklin-Vance-Warren Opportunity Inc. 401(K) Profit Sharing Plan | - | 96 | $613,774 | $67,898 | $707iApproximate average salary by contribution assumption: employee only about $17,682 at 4% or $11,788 at 6%; with 50% employer match about $11,788 at 4% or $7,859 at 6%; with 100% employer match about $8,841 at 4% or $5,894 at 6%. |
| 2023 | 1 | 116 | $583,073 | $64,751 | $558iApproximate average salary by contribution assumption: employee only about $13,955 at 4% or $9,303 at 6%; with 50% employer match about $9,303 at 4% or $6,202 at 6%; with 100% employer match about $6,977 at 4% or $4,652 at 6%. |
| Franklin-Vance-Warren Opportunity Inc. 401(K) Profit Sharing Plan | - | 116 | $583,073 | $64,751 | $558iApproximate average salary by contribution assumption: employee only about $13,955 at 4% or $9,303 at 6%; with 50% employer match about $9,303 at 4% or $6,202 at 6%; with 100% employer match about $6,977 at 4% or $4,652 at 6%. |
| 2022 | 1 | 88 | $563,512 | $71,320 | $810iApproximate average salary by contribution assumption: employee only about $20,261 at 4% or $13,508 at 6%; with 50% employer match about $13,508 at 4% or $9,005 at 6%; with 100% employer match about $10,131 at 4% or $6,754 at 6%. |
| Franklin-Vance-Warren Opportunity Inc. 401(K) Profit Sharing Plan | - | 88 | $563,512 | $71,320 | $810iApproximate average salary by contribution assumption: employee only about $20,261 at 4% or $13,508 at 6%; with 50% employer match about $13,508 at 4% or $9,005 at 6%; with 100% employer match about $10,131 at 4% or $6,754 at 6%. |
| 2021 | 1 | 58 | $736,968 | $58,835 | $1,014iApproximate average salary by contribution assumption: employee only about $25,360 at 4% or $16,907 at 6%; with 50% employer match about $16,907 at 4% or $11,271 at 6%; with 100% employer match about $12,680 at 4% or $8,453 at 6%. |
| Franklin-Vance-Warren Opportunity Inc. 401(K) Profit Sharing Plan | - | 58 | $736,968 | $58,835 | $1,014iApproximate average salary by contribution assumption: employee only about $25,360 at 4% or $16,907 at 6%; with 50% employer match about $16,907 at 4% or $11,271 at 6%; with 100% employer match about $12,680 at 4% or $8,453 at 6%. |
| 2020 | 1 | 79 | $868,498 | $53,625 | $679iApproximate average salary by contribution assumption: employee only about $16,970 at 4% or $11,313 at 6%; with 50% employer match about $11,313 at 4% or $7,542 at 6%; with 100% employer match about $8,485 at 4% or $5,657 at 6%. |
| Franklin-Vance-Warren Opportunity Inc. 401(K) Profit Sharing Plan | - | 79 | $868,498 | $53,625 | $679iApproximate average salary by contribution assumption: employee only about $16,970 at 4% or $11,313 at 6%; with 50% employer match about $11,313 at 4% or $7,542 at 6%; with 100% employer match about $8,485 at 4% or $5,657 at 6%. |
| 2019 | 1 | 90 | $951,487 | $69,269 | $770iApproximate average salary by contribution assumption: employee only about $19,241 at 4% or $12,828 at 6%; with 50% employer match about $12,828 at 4% or $8,552 at 6%; with 100% employer match about $9,621 at 4% or $6,414 at 6%. |
| Franklin-Vance-Warren Opportunity Inc. 401(K) Profit Sharing Plan | - | 90 | $951,487 | $69,269 | $770iApproximate average salary by contribution assumption: employee only about $19,241 at 4% or $12,828 at 6%; with 50% employer match about $12,828 at 4% or $8,552 at 6%; with 100% employer match about $9,621 at 4% or $6,414 at 6%. |
| 2018 | 1 | 91 | $812,952 | $70,017 | $769iApproximate average salary by contribution assumption: employee only about $19,235 at 4% or $12,824 at 6%; with 50% employer match about $12,824 at 4% or $8,549 at 6%; with 100% employer match about $9,618 at 4% or $6,412 at 6%. |
| Franklin-Vance-Warren Opportunity Inc. 401(K) Profit Sharing Plan | - | 91 | $812,952 | $70,017 | $769iApproximate average salary by contribution assumption: employee only about $19,235 at 4% or $12,824 at 6%; with 50% employer match about $12,824 at 4% or $8,549 at 6%; with 100% employer match about $9,618 at 4% or $6,412 at 6%. |
| 2017 | 1 | 84 | $815,577 | $79,155 | $942iApproximate average salary by contribution assumption: employee only about $23,558 at 4% or $15,705 at 6%; with 50% employer match about $15,705 at 4% or $10,470 at 6%; with 100% employer match about $11,779 at 4% or $7,853 at 6%. |
| Franklin-Vance-Warren Opportunity Inc. 401(K) Profit Sharing Plan | - | 84 | $815,577 | $79,155 | $942iApproximate average salary by contribution assumption: employee only about $23,558 at 4% or $15,705 at 6%; with 50% employer match about $15,705 at 4% or $10,470 at 6%; with 100% employer match about $11,779 at 4% or $7,853 at 6%. |
| 2016 | 1 | 97 | $752,506 | $79,015 | $815iApproximate average salary by contribution assumption: employee only about $20,365 at 4% or $13,576 at 6%; with 50% employer match about $13,576 at 4% or $9,051 at 6%; with 100% employer match about $10,182 at 4% or $6,788 at 6%. |
| Franklin-Vance-Warren Opportunity Inc. 401(K) Profit Sharing Plan | - | 97 | $752,506 | $79,015 | $815iApproximate average salary by contribution assumption: employee only about $20,365 at 4% or $13,576 at 6%; with 50% employer match about $13,576 at 4% or $9,051 at 6%; with 100% employer match about $10,182 at 4% or $6,788 at 6%. |
| 2015 | 1 | 96 | $746,757 | $84,118 | $876iApproximate average salary by contribution assumption: employee only about $21,906 at 4% or $14,604 at 6%; with 50% employer match about $14,604 at 4% or $9,736 at 6%; with 100% employer match about $10,953 at 4% or $7,302 at 6%. |
| Franklin-Vance-Warren Opportunity Inc. 401(K) Profit Sharing Plan | - | 96 | $746,757 | $84,118 | $876iApproximate average salary by contribution assumption: employee only about $21,906 at 4% or $14,604 at 6%; with 50% employer match about $14,604 at 4% or $9,736 at 6%; with 100% employer match about $10,953 at 4% or $7,302 at 6%. |
| 2014 | 1 | 97 | $817,452 | $72,460 | $747iApproximate average salary by contribution assumption: employee only about $18,675 at 4% or $12,450 at 6%; with 50% employer match about $12,450 at 4% or $8,300 at 6%; with 100% employer match about $9,338 at 4% or $6,225 at 6%. |
| Franklin-Vance-Warren Opportunity Inc. 401(K) Profit Sharing Plan | - | 97 | $817,452 | $72,460 | $747iApproximate average salary by contribution assumption: employee only about $18,675 at 4% or $12,450 at 6%; with 50% employer match about $12,450 at 4% or $8,300 at 6%; with 100% employer match about $9,338 at 4% or $6,225 at 6%. |
| 2013 | 3 | 112 | $791,117 | $91,070 | $813iApproximate average salary by contribution assumption: employee only about $20,328 at 4% or $13,552 at 6%; with 50% employer match about $13,552 at 4% or $9,035 at 6%; with 100% employer match about $10,164 at 4% or $6,776 at 6%. |
| Franklin-Vance-Warren Opportunity Inc. 401(K) Profit Sharing Plan | - | 112 | $791,117 | $91,070 | $813iApproximate average salary by contribution assumption: employee only about $20,328 at 4% or $13,552 at 6%; with 50% employer match about $13,552 at 4% or $9,035 at 6%; with 100% employer match about $10,164 at 4% or $6,776 at 6%. |
| FRANKLIN VANCE WARREN OPPORTUNITY GROUP DENTAL PLAN | - | 93 | - | - | - |
| FRANKLIN VANCE WARREN OPPORTUNITY GROUP MEDICAL PLAN | - | 86 | - | - | - |
| 2012 | 3 | 119 | $813,102 | $90,160 | $758iApproximate average salary by contribution assumption: employee only about $18,941 at 4% or $12,627 at 6%; with 50% employer match about $12,627 at 4% or $8,418 at 6%; with 100% employer match about $9,471 at 4% or $6,314 at 6%. |
| Franklin-Vance-Warren Opportunity Inc. 401(K) Profit Sharing Plan | - | 119 | $813,102 | $90,160 | $758iApproximate average salary by contribution assumption: employee only about $18,941 at 4% or $12,627 at 6%; with 50% employer match about $12,627 at 4% or $8,418 at 6%; with 100% employer match about $9,471 at 4% or $6,314 at 6%. |
| FRANKLIN VANCE WARREN OPPORTUNITY GROUP DENTAL PLAN | - | 94 | - | - | - |
| FRANKLIN VANCE WARREN OPPORTUNITY GROUP MEDICAL PLAN | - | 94 | - | - | - |
| 2011 | 3 | 111 | $799,573 | $82,080 | $739iApproximate average salary by contribution assumption: employee only about $18,486 at 4% or $12,324 at 6%; with 50% employer match about $12,324 at 4% or $8,216 at 6%; with 100% employer match about $9,243 at 4% or $6,162 at 6%. |
| Franklin-Vance-Warren Opportunity Inc. 401(K) Profit Sharing Plan | - | 111 | $799,573 | $82,080 | $739iApproximate average salary by contribution assumption: employee only about $18,486 at 4% or $12,324 at 6%; with 50% employer match about $12,324 at 4% or $8,216 at 6%; with 100% employer match about $9,243 at 4% or $6,162 at 6%. |
| FRANKLIN VANCE WARREN OPPORTUNITY GROUP MEDICAL PLAN | - | 106 | - | - | - |
| FRANKLIN VANCE WARREN OPPORTUNITY GROUP DENTAL PLAN | - | 106 | - | - | - |
| 2010 | 3 | 115 | $787,315 | $84,960 | $739iApproximate average salary by contribution assumption: employee only about $18,470 at 4% or $12,313 at 6%; with 50% employer match about $12,313 at 4% or $8,209 at 6%; with 100% employer match about $9,235 at 4% or $6,157 at 6%. |
| Franklin-Vance-Warren Opportunity Inc. 401(K) Profit Sharing Plan | - | 115 | $787,315 | $84,960 | $739iApproximate average salary by contribution assumption: employee only about $18,470 at 4% or $12,313 at 6%; with 50% employer match about $12,313 at 4% or $8,209 at 6%; with 100% employer match about $9,235 at 4% or $6,157 at 6%. |
| BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | - | 110 | - | - | - |
| AMERITUS LIFE INSURANCE CORPORATION | - | 113 | - | - | - |
| 2009 | 3 | 117 | $632,821 | $77,400 | $662iApproximate average salary by contribution assumption: employee only about $16,538 at 4% or $11,026 at 6%; with 50% employer match about $11,026 at 4% or $7,350 at 6%; with 100% employer match about $8,269 at 4% or $5,513 at 6%. |
| Franklin-Vance-Warren Opportunity Inc. 401(K) Profit Sharing Plan | - | 102 | $632,821 | $77,400 | $759iApproximate average salary by contribution assumption: employee only about $18,971 at 4% or $12,647 at 6%; with 50% employer match about $12,647 at 4% or $8,431 at 6%; with 100% employer match about $9,485 at 4% or $6,324 at 6%. |
| BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | - | 105 | - | - | - |
| AMERITUS LIFE INSURANCE CORPORATION | - | 117 | - | - | - |
| 2008 | 3 | 112 | $579,582 | $75,540 | $674iApproximate average salary by contribution assumption: employee only about $16,862 at 4% or $11,241 at 6%; with 50% employer match about $11,241 at 4% or $7,494 at 6%; with 100% employer match about $8,431 at 4% or $5,621 at 6%. |
| Franklin-Vance-Warren Opportunity Inc. 401(K) Profit Sharing Plan | - | 95 | $579,582 | $75,540 | $795iApproximate average salary by contribution assumption: employee only about $19,879 at 4% or $13,253 at 6%; with 50% employer match about $13,253 at 4% or $8,835 at 6%; with 100% employer match about $9,939 at 4% or $6,626 at 6%. |
| AMERITUS LIFE INSURANCE CORPORATION | - | 112 | - | - | - |
| BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | - | 108 | - | - | - |
| 2007 | 3 | 108 | $742,473 | $73,740 | $683iApproximate average salary by contribution assumption: employee only about $17,069 at 4% or $11,380 at 6%; with 50% employer match about $11,380 at 4% or $7,586 at 6%; with 100% employer match about $8,535 at 4% or $5,690 at 6%. |
| Franklin-Vance-Warren Opportunity Inc. 401(K) Profit Sharing Plan | - | 92 | $742,473 | $73,740 | $802iApproximate average salary by contribution assumption: employee only about $20,038 at 4% or $13,359 at 6%; with 50% employer match about $13,359 at 4% or $8,906 at 6%; with 100% employer match about $10,019 at 4% or $6,679 at 6%. |
| BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | - | 97 | - | - | - |
| AMERITUS LIFE INSURANCE CORPORATION | - | 108 | - | - | - |
| 2006 | 3 | 105 | $696,081 | $59,580 | $567iApproximate average salary by contribution assumption: employee only about $14,186 at 4% or $9,457 at 6%; with 50% employer match about $9,457 at 4% or $6,305 at 6%; with 100% employer match about $7,093 at 4% or $4,729 at 6%. |
| Franklin-Vance-Warren Opportunity Inc. 401(K) Profit Sharing Plan | - | 99 | $696,081 | $59,580 | $602iApproximate average salary by contribution assumption: employee only about $15,045 at 4% or $10,030 at 6%; with 50% employer match about $10,030 at 4% or $6,687 at 6%; with 100% employer match about $7,523 at 4% or $5,015 at 6%. |
| AMERITUS LIFE INSURANCE CORPORATION | - | 105 | - | - | - |
| BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | - | 101 | - | - | - |
| 2005 | 3 | 106 | $628,953 | $75,780 | $715iApproximate average salary by contribution assumption: employee only about $17,873 at 4% or $11,915 at 6%; with 50% employer match about $11,915 at 4% or $7,943 at 6%; with 100% employer match about $8,936 at 4% or $5,958 at 6%. |
| Franklin-Vance-Warren Opportunity Inc. 401(K) Profit Sharing Plan | - | 93 | $628,953 | $75,780 | $815iApproximate average salary by contribution assumption: employee only about $20,371 at 4% or $13,581 at 6%; with 50% employer match about $13,581 at 4% or $9,054 at 6%; with 100% employer match about $10,185 at 4% or $6,790 at 6%. |
| AMERITUS LIFE INSURANCE CORPORATION | - | 106 | - | - | - |
| BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | - | 101 | - | - | - |
| 2004 | 3 | 104 | $518,859 | $69,880 | $672iApproximate average salary by contribution assumption: employee only about $16,798 at 4% or $11,199 at 6%; with 50% employer match about $11,199 at 4% or $7,466 at 6%; with 100% employer match about $8,399 at 4% or $5,599 at 6%. |
| Franklin-Vance-Warren Opportunity Inc. 401(K) Profit Sharing Plan | - | 95 | $518,859 | $69,880 | $736iApproximate average salary by contribution assumption: employee only about $18,389 at 4% or $12,260 at 6%; with 50% employer match about $12,260 at 4% or $8,173 at 6%; with 100% employer match about $9,195 at 4% or $6,130 at 6%. |
| AMERITUS LIFE INSURANCE CORPORATION | - | 104 | - | - | - |
| BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | - | 102 | - | - | - |
| 2003 | 3 | 102 | $452,702 | $13,532 | $133iApproximate average salary by contribution assumption: employee only about $3,317 at 4% or $2,211 at 6%; with 50% employer match about $2,211 at 4% or $1,474 at 6%; with 100% employer match about $1,658 at 4% or $1,106 at 6%. |
| Franklin-Vance-Warren Opportunity Inc. 401(K) Profit Sharing Plan | - | 97 | $452,702 | $13,532 | $140iApproximate average salary by contribution assumption: employee only about $3,488 at 4% or $2,325 at 6%; with 50% employer match about $2,325 at 4% or $1,550 at 6%; with 100% employer match about $1,744 at 4% or $1,163 at 6%. |
| AMERITUS LIFE INSURANCE CORPORATION | - | 99 | - | - | - |
| BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | - | 102 | - | - | - |
| 2002 | 3 | 105 | $387,869 | $145,273 | $1,384iApproximate average salary by contribution assumption: employee only about $34,589 at 4% or $23,059 at 6%; with 50% employer match about $23,059 at 4% or $15,373 at 6%; with 100% employer match about $17,294 at 4% or $11,530 at 6%. |
| Franklin-Vance-Warren Opportunity Inc. 401(K) Profit Sharing Plan | - | 95 | $387,869 | $145,273 | $1,529iApproximate average salary by contribution assumption: employee only about $38,230 at 4% or $25,486 at 6%; with 50% employer match about $25,486 at 4% or $16,991 at 6%; with 100% employer match about $19,115 at 4% or $12,743 at 6%. |
| BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | - | 105 | - | - | - |
| AMERITUS LIFE INSURANCE CORPORATION | - | 104 | - | - | - |
| 2001 | 2 | 111 | $0 | $0 | - |
| AMERITUS LIFE INS. CORP. | - | 111 | - | - | - |
| BLUE CROSS AND BLUE SHEILD OF NORTH CAROLINA | - | 111 | - | - | - |
| 2000 | 2 | 122 | $0 | $0 | - |
| AMERITAS LIFE INSURANCE CORP. | - | 109 | - | - | - |
| BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | - | 122 | - | - | - |