Civic Intelligence

Financial Independence Group LLC

Plan context: Financial Independence Corporation Retirement Plan

EIN 56-1346906 • Cornelius, NC • 36 filings • 3 plans

19520 W Catawba AveCornelius, NC 28031-6766
Current Snapshot

Latest Year

2024

2024 Participants

192

2024 Assets

$19,271,499

2024 Contributions

$1,787,927

Historical Graphs

Total Assets Over Time

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

$19,271,499$9,635,750$0200020132024YearValue
$19,271,499Latest year 2024

Participants Over Time

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

3471740200020122024YearValue
192Latest 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
20241192$19,271,499$1,787,927$9,312iApproximate average salary by contribution assumption: employee only about $232,803 at 4% or $155,202 at 6%; with 50% employer match about $155,202 at 4% or $103,468 at 6%; with 100% employer match about $116,401 at 4% or $77,601 at 6%.
Financial Independence Corporation Retirement Plan-192$19,271,499$1,787,927$9,312iApproximate average salary by contribution assumption: employee only about $232,803 at 4% or $155,202 at 6%; with 50% employer match about $155,202 at 4% or $103,468 at 6%; with 100% employer match about $116,401 at 4% or $77,601 at 6%.
20232187$16,389,688$1,727,970$9,240iApproximate average salary by contribution assumption: employee only about $231,012 at 4% or $154,008 at 6%; with 50% employer match about $154,008 at 4% or $102,672 at 6%; with 100% employer match about $115,506 at 4% or $77,004 at 6%.
Financial Independence Corporation Retirement Plan-184$16,389,688$1,727,970$9,391iApproximate average salary by contribution assumption: employee only about $234,779 at 4% or $156,519 at 6%; with 50% employer match about $156,519 at 4% or $104,346 at 6%; with 100% employer match about $117,389 at 4% or $78,260 at 6%.
Financial Independence Group LLC Employee Benefits Plan-187---
20222171$13,830,286$1,417,689$8,291iApproximate average salary by contribution assumption: employee only about $207,264 at 4% or $138,176 at 6%; with 50% employer match about $138,176 at 4% or $92,118 at 6%; with 100% employer match about $103,632 at 4% or $69,088 at 6%.
Financial Independence Corporation Retirement Plan-150$13,830,286$1,417,689$9,451iApproximate average salary by contribution assumption: employee only about $236,282 at 4% or $157,521 at 6%; with 50% employer match about $157,521 at 4% or $105,014 at 6%; with 100% employer match about $118,141 at 4% or $78,761 at 6%.
Financial Independence Group LLC Employee Benefits Plan-171---
20212231$15,149,417$1,545,868$6,692iApproximate average salary by contribution assumption: employee only about $167,302 at 4% or $111,534 at 6%; with 50% employer match about $111,534 at 4% or $74,356 at 6%; with 100% employer match about $83,651 at 4% or $55,767 at 6%.
Financial Independence Corporation Retirement Plan-148$15,149,417$1,545,868$10,445iApproximate average salary by contribution assumption: employee only about $261,126 at 4% or $174,084 at 6%; with 50% employer match about $174,084 at 4% or $116,056 at 6%; with 100% employer match about $130,563 at 4% or $87,042 at 6%.
Financial Independence Group LLC Employee Benefits Plan-231---
20202347$12,195,559$1,234,864$3,559iApproximate average salary by contribution assumption: employee only about $88,967 at 4% or $59,311 at 6%; with 50% employer match about $59,311 at 4% or $39,541 at 6%; with 100% employer match about $44,484 at 4% or $29,656 at 6%.
Financial Independence Corporation Retirement Plan-149$12,195,559$1,234,864$8,288iApproximate average salary by contribution assumption: employee only about $207,192 at 4% or $138,128 at 6%; with 50% employer match about $138,128 at 4% or $92,085 at 6%; with 100% employer match about $103,596 at 4% or $69,064 at 6%.
Financial Independence Group LLC Employee Benefits Plan-347---
20192228$10,695,744$1,228,293$5,387iApproximate average salary by contribution assumption: employee only about $134,681 at 4% or $89,788 at 6%; with 50% employer match about $89,788 at 4% or $59,858 at 6%; with 100% employer match about $67,341 at 4% or $44,894 at 6%.
Financial Independence Corporation Retirement Plan-148$10,695,744$1,228,293$8,299iApproximate average salary by contribution assumption: employee only about $207,482 at 4% or $138,321 at 6%; with 50% employer match about $138,321 at 4% or $92,214 at 6%; with 100% employer match about $103,741 at 4% or $69,161 at 6%.
Financial Independence Group LLC Employee Benefits Plan-228---
20182144$8,922,531$1,085,622$7,539iApproximate average salary by contribution assumption: employee only about $188,476 at 4% or $125,651 at 6%; with 50% employer match about $125,651 at 4% or $83,767 at 6%; with 100% employer match about $94,238 at 4% or $62,825 at 6%.
Financial Independence Corporation Retirement Plan-143$8,922,531$1,085,622$7,592iApproximate average salary by contribution assumption: employee only about $189,794 at 4% or $126,529 at 6%; with 50% employer match about $126,529 at 4% or $84,353 at 6%; with 100% employer match about $94,897 at 4% or $63,265 at 6%.
Financial Independence Group LLC Employee Benefits Plan-144---
20172138$8,901,311$1,043,418$7,561iApproximate average salary by contribution assumption: employee only about $189,025 at 4% or $126,017 at 6%; with 50% employer match about $126,017 at 4% or $84,011 at 6%; with 100% employer match about $94,513 at 4% or $63,008 at 6%.
Financial Independence Corporation Retirement Plan-138$8,901,311$1,043,418$7,561iApproximate average salary by contribution assumption: employee only about $189,025 at 4% or $126,017 at 6%; with 50% employer match about $126,017 at 4% or $84,011 at 6%; with 100% employer match about $94,513 at 4% or $63,008 at 6%.
Financial Independence Group LLC Employee Benefits Plan-138---
20162133$7,102,401$1,033,001$7,767iApproximate average salary by contribution assumption: employee only about $194,173 at 4% or $129,449 at 6%; with 50% employer match about $129,449 at 4% or $86,299 at 6%; with 100% employer match about $97,087 at 4% or $64,724 at 6%.
Financial Independence Corporation Retirement Plan-130$7,102,401$1,033,001$7,946iApproximate average salary by contribution assumption: employee only about $198,654 at 4% or $132,436 at 6%; with 50% employer match about $132,436 at 4% or $88,291 at 6%; with 100% employer match about $99,327 at 4% or $66,218 at 6%.
Financial Independence Group LLC Employee Benefits Plan-133---
20152127$5,771,550$797,925$6,283iApproximate average salary by contribution assumption: employee only about $157,072 at 4% or $104,715 at 6%; with 50% employer match about $104,715 at 4% or $69,810 at 6%; with 100% employer match about $78,536 at 4% or $52,357 at 6%.
Financial Independence Corporation Retirement Plan-117$5,771,550$797,925$6,820iApproximate average salary by contribution assumption: employee only about $170,497 at 4% or $113,665 at 6%; with 50% employer match about $113,665 at 4% or $75,776 at 6%; with 100% employer match about $85,248 at 4% or $56,832 at 6%.
Financial Independence Group LLC Employee Benefits Plan-127---
20142121$5,341,605$741,627$6,129iApproximate average salary by contribution assumption: employee only about $153,229 at 4% or $102,152 at 6%; with 50% employer match about $102,152 at 4% or $68,102 at 6%; with 100% employer match about $76,614 at 4% or $51,076 at 6%.
Financial Independence Corporation Retirement Plan-118$5,341,605$741,627$6,285iApproximate average salary by contribution assumption: employee only about $157,124 at 4% or $104,750 at 6%; with 50% employer match about $104,750 at 4% or $69,833 at 6%; with 100% employer match about $78,562 at 4% or $52,375 at 6%.
Financial Independence Group LLC Employee Benefits Plan-121---
20132110$4,706,244$659,473$5,995iApproximate average salary by contribution assumption: employee only about $149,880 at 4% or $99,920 at 6%; with 50% employer match about $99,920 at 4% or $66,613 at 6%; with 100% employer match about $74,940 at 4% or $49,960 at 6%.
Financial Independence Corporation Retirement Plan-104$4,706,244$659,473$6,341iApproximate average salary by contribution assumption: employee only about $158,527 at 4% or $105,685 at 6%; with 50% employer match about $105,685 at 4% or $70,457 at 6%; with 100% employer match about $79,264 at 4% or $52,842 at 6%.
Financial Independence Group LLC Employee Benefits Plan-110---
20121106$3,992,128$684,825$6,461iApproximate average salary by contribution assumption: employee only about $161,515 at 4% or $107,677 at 6%; with 50% employer match about $107,677 at 4% or $71,785 at 6%; with 100% employer match about $80,758 at 4% or $53,838 at 6%.
Financial Independence Corporation Retirement Plan-106$3,992,128$684,825$6,461iApproximate average salary by contribution assumption: employee only about $161,515 at 4% or $107,677 at 6%; with 50% employer match about $107,677 at 4% or $71,785 at 6%; with 100% employer match about $80,758 at 4% or $53,838 at 6%.
2011198$2,982,567$645,163$6,583iApproximate average salary by contribution assumption: employee only about $164,582 at 4% or $109,722 at 6%; with 50% employer match about $109,722 at 4% or $73,148 at 6%; with 100% employer match about $82,291 at 4% or $54,861 at 6%.
Financial Independence Corporation Retirement Plan-98$2,982,567$645,163$6,583iApproximate average salary by contribution assumption: employee only about $164,582 at 4% or $109,722 at 6%; with 50% employer match about $109,722 at 4% or $73,148 at 6%; with 100% employer match about $82,291 at 4% or $54,861 at 6%.
2010174$2,487,779$520,360$7,032iApproximate average salary by contribution assumption: employee only about $175,797 at 4% or $117,198 at 6%; with 50% employer match about $117,198 at 4% or $78,132 at 6%; with 100% employer match about $87,899 at 4% or $58,599 at 6%.
Financial Independence Corporation Retirement Plan-74$2,487,779$520,360$7,032iApproximate average salary by contribution assumption: employee only about $175,797 at 4% or $117,198 at 6%; with 50% employer match about $117,198 at 4% or $78,132 at 6%; with 100% employer match about $87,899 at 4% or $58,599 at 6%.
2009173$2,138,277$497,254$6,812iApproximate average salary by contribution assumption: employee only about $170,292 at 4% or $113,528 at 6%; with 50% employer match about $113,528 at 4% or $75,686 at 6%; with 100% employer match about $85,146 at 4% or $56,764 at 6%.
Financial Independence Corporation Retirement Plan-73$2,138,277$497,254$6,812iApproximate average salary by contribution assumption: employee only about $170,292 at 4% or $113,528 at 6%; with 50% employer match about $113,528 at 4% or $75,686 at 6%; with 100% employer match about $85,146 at 4% or $56,764 at 6%.
2008170$1,429,481$447,132$6,388iApproximate average salary by contribution assumption: employee only about $159,690 at 4% or $106,460 at 6%; with 50% employer match about $106,460 at 4% or $70,973 at 6%; with 100% employer match about $79,845 at 4% or $53,230 at 6%.
Financial Independence Corporation Retirement Plan-70$1,429,481$447,132$6,388iApproximate average salary by contribution assumption: employee only about $159,690 at 4% or $106,460 at 6%; with 50% employer match about $106,460 at 4% or $70,973 at 6%; with 100% employer match about $79,845 at 4% or $53,230 at 6%.
2007163$1,534,355$415,630$6,597iApproximate average salary by contribution assumption: employee only about $164,933 at 4% or $109,955 at 6%; with 50% employer match about $109,955 at 4% or $73,303 at 6%; with 100% employer match about $82,466 at 4% or $54,978 at 6%.
Financial Independence Corporation Retirement Plan-63$1,534,355$415,630$6,597iApproximate average salary by contribution assumption: employee only about $164,933 at 4% or $109,955 at 6%; with 50% employer match about $109,955 at 4% or $73,303 at 6%; with 100% employer match about $82,466 at 4% or $54,978 at 6%.
2006147$1,071,483$319,907$6,807iApproximate average salary by contribution assumption: employee only about $170,163 at 4% or $113,442 at 6%; with 50% employer match about $113,442 at 4% or $75,628 at 6%; with 100% employer match about $85,082 at 4% or $56,721 at 6%.
Financial Independence Corporation Retirement Plan-47$1,071,483$319,907$6,807iApproximate average salary by contribution assumption: employee only about $170,163 at 4% or $113,442 at 6%; with 50% employer match about $113,442 at 4% or $75,628 at 6%; with 100% employer match about $85,082 at 4% or $56,721 at 6%.
2005145$700,579$226,517$5,034iApproximate average salary by contribution assumption: employee only about $125,843 at 4% or $83,895 at 6%; with 50% employer match about $83,895 at 4% or $55,930 at 6%; with 100% employer match about $62,921 at 4% or $41,948 at 6%.
Financial Independence Corporation Retirement Plan-45$700,579$226,517$5,034iApproximate average salary by contribution assumption: employee only about $125,843 at 4% or $83,895 at 6%; with 50% employer match about $83,895 at 4% or $55,930 at 6%; with 100% employer match about $62,921 at 4% or $41,948 at 6%.
2004133$423,175$167,457$5,074iApproximate average salary by contribution assumption: employee only about $126,861 at 4% or $84,574 at 6%; with 50% employer match about $84,574 at 4% or $56,383 at 6%; with 100% employer match about $63,431 at 4% or $42,287 at 6%.
Financial Independence Corporation Retirement Plan-33$423,175$167,457$5,074iApproximate average salary by contribution assumption: employee only about $126,861 at 4% or $84,574 at 6%; with 50% employer match about $84,574 at 4% or $56,383 at 6%; with 100% employer match about $63,431 at 4% or $42,287 at 6%.
2003128$0$0-
Financial Independence Corporation Retirement Plan-28---
2002114$90,947$53,141$3,796iApproximate average salary by contribution assumption: employee only about $94,895 at 4% or $63,263 at 6%; with 50% employer match about $63,263 at 4% or $42,175 at 6%; with 100% employer match about $47,447 at 4% or $31,632 at 6%.
Financial Independence Corporation Retirement Plan-14$90,947$53,141$3,796iApproximate average salary by contribution assumption: employee only about $94,895 at 4% or $63,263 at 6%; with 50% employer match about $63,263 at 4% or $42,175 at 6%; with 100% employer match about $47,447 at 4% or $31,632 at 6%.
2001112$0$0-
Financial Independence Corporation Retirement Plan-12---
2000110$15,152$16,631$1,663iApproximate average salary by contribution assumption: employee only about $41,578 at 4% or $27,718 at 6%; with 50% employer match about $27,718 at 4% or $18,479 at 6%; with 100% employer match about $20,789 at 4% or $13,859 at 6%.
Financial Independence Corporation Retirement Plan-10$15,152$16,631$1,663iApproximate average salary by contribution assumption: employee only about $41,578 at 4% or $27,718 at 6%; with 50% employer match about $27,718 at 4% or $18,479 at 6%; with 100% employer match about $20,789 at 4% or $13,859 at 6%.