Civic Intelligence

The Finley Group

Plan context: The Finley Group Retirement Savings Plan

EIN 56-1493075 • Charlotte, NC • 26 filings • 4 plans

212 S. Tryon Street, Ste 1050Charlotte, NC 28281
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$1,992,064

2024 Contributions

$161,913

Historical Graphs

Total Assets Over Time

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

$2,121,347$1,060,674$0199920122024YearValue
$1,992,064Latest year 2024

Participants Over Time

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

1160199920122024YearValue
8Latest 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
202418$1,992,064$161,913$20,239iApproximate average salary by contribution assumption: employee only about $505,978 at 4% or $337,319 at 6%; with 50% employer match about $337,319 at 4% or $224,879 at 6%; with 100% employer match about $252,989 at 4% or $168,659 at 6%.
The Finley Group Retirement Savings Plan-8$1,992,064$161,913$20,239iApproximate average salary by contribution assumption: employee only about $505,978 at 4% or $337,319 at 6%; with 50% employer match about $337,319 at 4% or $224,879 at 6%; with 100% employer match about $252,989 at 4% or $168,659 at 6%.
202317$1,666,937$203,794$29,113iApproximate average salary by contribution assumption: employee only about $727,836 at 4% or $485,224 at 6%; with 50% employer match about $485,224 at 4% or $323,483 at 6%; with 100% employer match about $363,918 at 4% or $242,612 at 6%.
The Finley Group Retirement Savings Plan-7$1,666,937$203,794$29,113iApproximate average salary by contribution assumption: employee only about $727,836 at 4% or $485,224 at 6%; with 50% employer match about $485,224 at 4% or $323,483 at 6%; with 100% employer match about $363,918 at 4% or $242,612 at 6%.
202217$1,387,180$110,666$15,809iApproximate average salary by contribution assumption: employee only about $395,236 at 4% or $263,490 at 6%; with 50% employer match about $263,490 at 4% or $175,660 at 6%; with 100% employer match about $197,618 at 4% or $131,745 at 6%.
The Finley Group Retirement Savings Plan-7$1,387,180$110,666$15,809iApproximate average salary by contribution assumption: employee only about $395,236 at 4% or $263,490 at 6%; with 50% employer match about $263,490 at 4% or $175,660 at 6%; with 100% employer match about $197,618 at 4% or $131,745 at 6%.
202115$1,497,744$83,399$16,680iApproximate average salary by contribution assumption: employee only about $416,995 at 4% or $277,997 at 6%; with 50% employer match about $277,997 at 4% or $185,331 at 6%; with 100% employer match about $208,498 at 4% or $138,998 at 6%.
The Finley Group Retirement Savings Plan-5$1,497,744$83,399$16,680iApproximate average salary by contribution assumption: employee only about $416,995 at 4% or $277,997 at 6%; with 50% employer match about $277,997 at 4% or $185,331 at 6%; with 100% employer match about $208,498 at 4% or $138,998 at 6%.
202015$1,211,775$98,755$19,751iApproximate average salary by contribution assumption: employee only about $493,775 at 4% or $329,183 at 6%; with 50% employer match about $329,183 at 4% or $219,456 at 6%; with 100% employer match about $246,888 at 4% or $164,592 at 6%.
The Finley Group Retirement Savings Plan-5$1,211,775$98,755$19,751iApproximate average salary by contribution assumption: employee only about $493,775 at 4% or $329,183 at 6%; with 50% employer match about $329,183 at 4% or $219,456 at 6%; with 100% employer match about $246,888 at 4% or $164,592 at 6%.
201915$991,397$66,698$13,340iApproximate average salary by contribution assumption: employee only about $333,490 at 4% or $222,327 at 6%; with 50% employer match about $222,327 at 4% or $148,218 at 6%; with 100% employer match about $166,745 at 4% or $111,163 at 6%.
The Finley Group Retirement Savings Plan-5$991,397$66,698$13,340iApproximate average salary by contribution assumption: employee only about $333,490 at 4% or $222,327 at 6%; with 50% employer match about $222,327 at 4% or $148,218 at 6%; with 100% employer match about $166,745 at 4% or $111,163 at 6%.
201817$1,175,342$73,308$10,473iApproximate average salary by contribution assumption: employee only about $261,814 at 4% or $174,543 at 6%; with 50% employer match about $174,543 at 4% or $116,362 at 6%; with 100% employer match about $130,907 at 4% or $87,271 at 6%.
The Finley Group Retirement Savings Plan-7$1,175,342$73,308$10,473iApproximate average salary by contribution assumption: employee only about $261,814 at 4% or $174,543 at 6%; with 50% employer match about $174,543 at 4% or $116,362 at 6%; with 100% employer match about $130,907 at 4% or $87,271 at 6%.
201718$1,693,559$122,783$15,348iApproximate average salary by contribution assumption: employee only about $383,697 at 4% or $255,798 at 6%; with 50% employer match about $255,798 at 4% or $170,532 at 6%; with 100% employer match about $191,848 at 4% or $127,899 at 6%.
The Finley Group Retirement Savings Plan-8$1,693,559$122,783$15,348iApproximate average salary by contribution assumption: employee only about $383,697 at 4% or $255,798 at 6%; with 50% employer match about $255,798 at 4% or $170,532 at 6%; with 100% employer match about $191,848 at 4% or $127,899 at 6%.
201618$1,326,885$208,525$26,066iApproximate average salary by contribution assumption: employee only about $651,641 at 4% or $434,427 at 6%; with 50% employer match about $434,427 at 4% or $289,618 at 6%; with 100% employer match about $325,820 at 4% or $217,214 at 6%.
The Finley Group Retirement Savings Plan-8$1,326,885$208,525$26,066iApproximate average salary by contribution assumption: employee only about $651,641 at 4% or $434,427 at 6%; with 50% employer match about $434,427 at 4% or $289,618 at 6%; with 100% employer match about $325,820 at 4% or $217,214 at 6%.
201516$1,095,012$132,952$22,159iApproximate average salary by contribution assumption: employee only about $553,967 at 4% or $369,311 at 6%; with 50% employer match about $369,311 at 4% or $246,207 at 6%; with 100% employer match about $276,983 at 4% or $184,656 at 6%.
The Finley Group Retirement Savings Plan-6$1,095,012$132,952$22,159iApproximate average salary by contribution assumption: employee only about $553,967 at 4% or $369,311 at 6%; with 50% employer match about $369,311 at 4% or $246,207 at 6%; with 100% employer match about $276,983 at 4% or $184,656 at 6%.
201417$1,001,272$116,083$16,583iApproximate average salary by contribution assumption: employee only about $414,582 at 4% or $276,388 at 6%; with 50% employer match about $276,388 at 4% or $184,259 at 6%; with 100% employer match about $207,291 at 4% or $138,194 at 6%.
The Finley Group Retirement Savings Plan-7$1,001,272$116,083$16,583iApproximate average salary by contribution assumption: employee only about $414,582 at 4% or $276,388 at 6%; with 50% employer match about $276,388 at 4% or $184,259 at 6%; with 100% employer match about $207,291 at 4% or $138,194 at 6%.
2013110$2,053,604$248,896$24,890iApproximate average salary by contribution assumption: employee only about $622,240 at 4% or $414,827 at 6%; with 50% employer match about $414,827 at 4% or $276,551 at 6%; with 100% employer match about $311,120 at 4% or $207,413 at 6%.
The Finley Group Retirement Savings Plan-10$2,053,604$248,896$24,890iApproximate average salary by contribution assumption: employee only about $622,240 at 4% or $414,827 at 6%; with 50% employer match about $414,827 at 4% or $276,551 at 6%; with 100% employer match about $311,120 at 4% or $207,413 at 6%.
201217$1,544,770$211,359$30,194iApproximate average salary by contribution assumption: employee only about $754,854 at 4% or $503,236 at 6%; with 50% employer match about $503,236 at 4% or $335,490 at 6%; with 100% employer match about $377,427 at 4% or $251,618 at 6%.
The Finley Group Retirement Savings Plan-7$1,544,770$211,359$30,194iApproximate average salary by contribution assumption: employee only about $754,854 at 4% or $503,236 at 6%; with 50% employer match about $503,236 at 4% or $335,490 at 6%; with 100% employer match about $377,427 at 4% or $251,618 at 6%.
201118$1,796,167$211,001$26,375iApproximate average salary by contribution assumption: employee only about $659,378 at 4% or $439,585 at 6%; with 50% employer match about $439,585 at 4% or $293,057 at 6%; with 100% employer match about $329,689 at 4% or $219,793 at 6%.
The Finley Group Retirement Savings Plan-8$1,796,167$211,001$26,375iApproximate average salary by contribution assumption: employee only about $659,378 at 4% or $439,585 at 6%; with 50% employer match about $439,585 at 4% or $293,057 at 6%; with 100% employer match about $329,689 at 4% or $219,793 at 6%.
201019$1,638,460$226,306$25,145iApproximate average salary by contribution assumption: employee only about $628,628 at 4% or $419,085 at 6%; with 50% employer match about $419,085 at 4% or $279,390 at 6%; with 100% employer match about $314,314 at 4% or $209,543 at 6%.
The Finley Group Retirement Savings Plan-9$1,638,460$226,306$25,145iApproximate average salary by contribution assumption: employee only about $628,628 at 4% or $419,085 at 6%; with 50% employer match about $419,085 at 4% or $279,390 at 6%; with 100% employer match about $314,314 at 4% or $209,543 at 6%.
2009111$2,121,347$238,351$21,668iApproximate average salary by contribution assumption: employee only about $541,707 at 4% or $361,138 at 6%; with 50% employer match about $361,138 at 4% or $240,759 at 6%; with 100% employer match about $270,853 at 4% or $180,569 at 6%.
The Finley Group Retirement Savings Plan-11$2,121,347$238,351$21,668iApproximate average salary by contribution assumption: employee only about $541,707 at 4% or $361,138 at 6%; with 50% employer match about $361,138 at 4% or $240,759 at 6%; with 100% employer match about $270,853 at 4% or $180,569 at 6%.
200819$1,532,797$233,157$25,906iApproximate average salary by contribution assumption: employee only about $647,658 at 4% or $431,772 at 6%; with 50% employer match about $431,772 at 4% or $287,848 at 6%; with 100% employer match about $323,829 at 4% or $215,886 at 6%.
The Finley Group Retirement Savings Plan-9$1,532,797$233,157$25,906iApproximate average salary by contribution assumption: employee only about $647,658 at 4% or $431,772 at 6%; with 50% employer match about $431,772 at 4% or $287,848 at 6%; with 100% employer match about $323,829 at 4% or $215,886 at 6%.
200718$1,994,854$216,861$27,108iApproximate average salary by contribution assumption: employee only about $677,691 at 4% or $451,794 at 6%; with 50% employer match about $451,794 at 4% or $301,196 at 6%; with 100% employer match about $338,845 at 4% or $225,897 at 6%.
The Finley Group Retirement Savings Plan-8$1,994,854$216,861$27,108iApproximate average salary by contribution assumption: employee only about $677,691 at 4% or $451,794 at 6%; with 50% employer match about $451,794 at 4% or $301,196 at 6%; with 100% employer match about $338,845 at 4% or $225,897 at 6%.
200618$1,670,916$234,440$29,305iApproximate average salary by contribution assumption: employee only about $732,625 at 4% or $488,417 at 6%; with 50% employer match about $488,417 at 4% or $325,611 at 6%; with 100% employer match about $366,313 at 4% or $244,208 at 6%.
The Finley Group Retirement Savings Plan-8$1,670,916$234,440$29,305iApproximate average salary by contribution assumption: employee only about $732,625 at 4% or $488,417 at 6%; with 50% employer match about $488,417 at 4% or $325,611 at 6%; with 100% employer match about $366,313 at 4% or $244,208 at 6%.
200518$1,282,879$224,440$28,055iApproximate average salary by contribution assumption: employee only about $701,375 at 4% or $467,583 at 6%; with 50% employer match about $467,583 at 4% or $311,722 at 6%; with 100% employer match about $350,688 at 4% or $233,792 at 6%.
The Finley Group Retirement Savings Plan-8$1,282,879$224,440$28,055iApproximate average salary by contribution assumption: employee only about $701,375 at 4% or $467,583 at 6%; with 50% employer match about $467,583 at 4% or $311,722 at 6%; with 100% employer match about $350,688 at 4% or $233,792 at 6%.
200419$1,053,831$113,483$12,609iApproximate average salary by contribution assumption: employee only about $315,231 at 4% or $210,154 at 6%; with 50% employer match about $210,154 at 4% or $140,102 at 6%; with 100% employer match about $157,615 at 4% or $105,077 at 6%.
The Finley Group Retirement Savings Plan-9$1,053,831$113,483$12,609iApproximate average salary by contribution assumption: employee only about $315,231 at 4% or $210,154 at 6%; with 50% employer match about $210,154 at 4% or $140,102 at 6%; with 100% employer match about $157,615 at 4% or $105,077 at 6%.
200316$817,422$66,492$11,082iApproximate average salary by contribution assumption: employee only about $277,050 at 4% or $184,700 at 6%; with 50% employer match about $184,700 at 4% or $123,133 at 6%; with 100% employer match about $138,525 at 4% or $92,350 at 6%.
The Finley Group Retirement Savings Plan-6$817,422$66,492$11,082iApproximate average salary by contribution assumption: employee only about $277,050 at 4% or $184,700 at 6%; with 50% employer match about $184,700 at 4% or $123,133 at 6%; with 100% employer match about $138,525 at 4% or $92,350 at 6%.
200217$584,690$65,450$9,350iApproximate average salary by contribution assumption: employee only about $233,750 at 4% or $155,833 at 6%; with 50% employer match about $155,833 at 4% or $103,889 at 6%; with 100% employer match about $116,875 at 4% or $77,917 at 6%.
The Finley Group Retirement Savings Plan-7$584,690$65,450$9,350iApproximate average salary by contribution assumption: employee only about $233,750 at 4% or $155,833 at 6%; with 50% employer match about $155,833 at 4% or $103,889 at 6%; with 100% employer match about $116,875 at 4% or $77,917 at 6%.
200117$659,530$64,624$9,232iApproximate average salary by contribution assumption: employee only about $230,800 at 4% or $153,867 at 6%; with 50% employer match about $153,867 at 4% or $102,578 at 6%; with 100% employer match about $115,400 at 4% or $76,933 at 6%.
The Finley Group Retirement Savings Plan-7$659,530$64,624$9,232iApproximate average salary by contribution assumption: employee only about $230,800 at 4% or $153,867 at 6%; with 50% employer match about $153,867 at 4% or $102,578 at 6%; with 100% employer match about $115,400 at 4% or $76,933 at 6%.
200016$1,050,493$56,945$9,491iApproximate average salary by contribution assumption: employee only about $237,271 at 4% or $158,181 at 6%; with 50% employer match about $158,181 at 4% or $105,454 at 6%; with 100% employer match about $118,635 at 4% or $79,090 at 6%.
The Finley Group Retirement Savings Plan-6$1,050,493$56,945$9,491iApproximate average salary by contribution assumption: employee only about $237,271 at 4% or $158,181 at 6%; with 50% employer match about $158,181 at 4% or $105,454 at 6%; with 100% employer match about $118,635 at 4% or $79,090 at 6%.
199916$1,232,381$51,720$8,620iApproximate average salary by contribution assumption: employee only about $215,500 at 4% or $143,667 at 6%; with 50% employer match about $143,667 at 4% or $95,778 at 6%; with 100% employer match about $107,750 at 4% or $71,833 at 6%.
The Finley Group Retirement Savings Plan-6$1,232,381$51,720$8,620iApproximate average salary by contribution assumption: employee only about $215,500 at 4% or $143,667 at 6%; with 50% employer match about $143,667 at 4% or $95,778 at 6%; with 100% employer match about $107,750 at 4% or $71,833 at 6%.