Civic Intelligence

Sloan Financial Group Inc.

Plan context: Sloan Financial Group 401K Plan

EIN 56-1742902 • Durham, NC • 18 filings • 2 plans

2634 Durham-chapel Hill Blvd Ste206Durham, NC 27707-2875
Current Snapshot

Latest Year

2016

2016 Participants

18

2016 Assets

$2,247,423

2016 Contributions

$15,151

Historical Graphs

Total Assets Over Time

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

$2,613,926$1,306,963$0199920092015YearValue
$2,247,423Latest year 2015

Participants Over Time

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

51260199920072015YearValue
18Latest year 2015

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
201610$0$0-
Sloan Financial Group 401K Plan-0$0--
2015118$2,247,423$15,151$842iApproximate average salary by contribution assumption: employee only about $21,043 at 4% or $14,029 at 6%; with 50% employer match about $14,029 at 4% or $9,352 at 6%; with 100% employer match about $10,522 at 4% or $7,014 at 6%.
Sloan Financial Group 401K Plan-18$2,247,423$15,151$842iApproximate average salary by contribution assumption: employee only about $21,043 at 4% or $14,029 at 6%; with 50% employer match about $14,029 at 4% or $9,352 at 6%; with 100% employer match about $10,522 at 4% or $7,014 at 6%.
2014119$2,354,344$37,675$1,983iApproximate average salary by contribution assumption: employee only about $49,572 at 4% or $33,048 at 6%; with 50% employer match about $33,048 at 4% or $22,032 at 6%; with 100% employer match about $24,786 at 4% or $16,524 at 6%.
Sloan Financial Group 401K Plan-19$2,354,344$37,675$1,983iApproximate average salary by contribution assumption: employee only about $49,572 at 4% or $33,048 at 6%; with 50% employer match about $33,048 at 4% or $22,032 at 6%; with 100% employer match about $24,786 at 4% or $16,524 at 6%.
2013120$2,237,161$73,199$3,660iApproximate average salary by contribution assumption: employee only about $91,499 at 4% or $60,999 at 6%; with 50% employer match about $60,999 at 4% or $40,666 at 6%; with 100% employer match about $45,749 at 4% or $30,500 at 6%.
Sloan Financial Group 401K Plan-20$2,237,161$73,199$3,660iApproximate average salary by contribution assumption: employee only about $91,499 at 4% or $60,999 at 6%; with 50% employer match about $60,999 at 4% or $40,666 at 6%; with 100% employer match about $45,749 at 4% or $30,500 at 6%.
2012123$2,064,116$126,570$5,503iApproximate average salary by contribution assumption: employee only about $137,576 at 4% or $91,717 at 6%; with 50% employer match about $91,717 at 4% or $61,145 at 6%; with 100% employer match about $68,788 at 4% or $45,859 at 6%.
Sloan Financial Group 401K Plan-23$2,064,116$126,570$5,503iApproximate average salary by contribution assumption: employee only about $137,576 at 4% or $91,717 at 6%; with 50% employer match about $91,717 at 4% or $61,145 at 6%; with 100% employer match about $68,788 at 4% or $45,859 at 6%.
2011123$1,949,851$177,329$7,710iApproximate average salary by contribution assumption: employee only about $192,749 at 4% or $128,499 at 6%; with 50% employer match about $128,499 at 4% or $85,666 at 6%; with 100% employer match about $96,374 at 4% or $64,250 at 6%.
Sloan Financial Group 401K Plan-23$1,949,851$177,329$7,710iApproximate average salary by contribution assumption: employee only about $192,749 at 4% or $128,499 at 6%; with 50% employer match about $128,499 at 4% or $85,666 at 6%; with 100% employer match about $96,374 at 4% or $64,250 at 6%.
2010126$2,088,978$178,804$6,877iApproximate average salary by contribution assumption: employee only about $171,927 at 4% or $114,618 at 6%; with 50% employer match about $114,618 at 4% or $76,412 at 6%; with 100% employer match about $85,963 at 4% or $57,309 at 6%.
Sloan Financial Group 401K Plan-26$2,088,978$178,804$6,877iApproximate average salary by contribution assumption: employee only about $171,927 at 4% or $114,618 at 6%; with 50% employer match about $114,618 at 4% or $76,412 at 6%; with 100% employer match about $85,963 at 4% or $57,309 at 6%.
2009128$1,860,359$206,910$7,390iApproximate average salary by contribution assumption: employee only about $184,741 at 4% or $123,161 at 6%; with 50% employer match about $123,161 at 4% or $82,107 at 6%; with 100% employer match about $92,371 at 4% or $61,580 at 6%.
Sloan Financial Group 401K Plan-28$1,860,359$206,910$7,390iApproximate average salary by contribution assumption: employee only about $184,741 at 4% or $123,161 at 6%; with 50% employer match about $123,161 at 4% or $82,107 at 6%; with 100% employer match about $92,371 at 4% or $61,580 at 6%.
2008125$0$0-
Sloan Financial Group 401K Plan-25---
2007119$1,784,260$157,679$8,299iApproximate average salary by contribution assumption: employee only about $207,472 at 4% or $138,315 at 6%; with 50% employer match about $138,315 at 4% or $92,210 at 6%; with 100% employer match about $103,736 at 4% or $69,157 at 6%.
Sloan Financial Group 401K Plan-19$1,784,260$157,679$8,299iApproximate average salary by contribution assumption: employee only about $207,472 at 4% or $138,315 at 6%; with 50% employer match about $138,315 at 4% or $92,210 at 6%; with 100% employer match about $103,736 at 4% or $69,157 at 6%.
2006121$1,697,879$164,806$7,848iApproximate average salary by contribution assumption: employee only about $196,198 at 4% or $130,798 at 6%; with 50% employer match about $130,798 at 4% or $87,199 at 6%; with 100% employer match about $98,099 at 4% or $65,399 at 6%.
Sloan Financial Group 401K Plan-21$1,697,879$164,806$7,848iApproximate average salary by contribution assumption: employee only about $196,198 at 4% or $130,798 at 6%; with 50% employer match about $130,798 at 4% or $87,199 at 6%; with 100% employer match about $98,099 at 4% or $65,399 at 6%.
2005119$1,670,702$133,494$7,026iApproximate average salary by contribution assumption: employee only about $175,650 at 4% or $117,100 at 6%; with 50% employer match about $117,100 at 4% or $78,067 at 6%; with 100% employer match about $87,825 at 4% or $58,550 at 6%.
Sloan Financial Group 401K Plan-19$1,670,702$133,494$7,026iApproximate average salary by contribution assumption: employee only about $175,650 at 4% or $117,100 at 6%; with 50% employer match about $117,100 at 4% or $78,067 at 6%; with 100% employer match about $87,825 at 4% or $58,550 at 6%.
2004119$1,638,568$144,667$7,614iApproximate average salary by contribution assumption: employee only about $190,351 at 4% or $126,901 at 6%; with 50% employer match about $126,901 at 4% or $84,601 at 6%; with 100% employer match about $95,176 at 4% or $63,450 at 6%.
Sloan Financial Group 401K Plan-19$1,638,568$144,667$7,614iApproximate average salary by contribution assumption: employee only about $190,351 at 4% or $126,901 at 6%; with 50% employer match about $126,901 at 4% or $84,601 at 6%; with 100% employer match about $95,176 at 4% or $63,450 at 6%.
2003130$1,500,693$150,454$5,015iApproximate average salary by contribution assumption: employee only about $125,378 at 4% or $83,586 at 6%; with 50% employer match about $83,586 at 4% or $55,724 at 6%; with 100% employer match about $62,689 at 4% or $41,793 at 6%.
Sloan Financial Group 401K Plan-30$1,500,693$150,454$5,015iApproximate average salary by contribution assumption: employee only about $125,378 at 4% or $83,586 at 6%; with 50% employer match about $83,586 at 4% or $55,724 at 6%; with 100% employer match about $62,689 at 4% or $41,793 at 6%.
2002127$1,547,273$193,273$7,158iApproximate average salary by contribution assumption: employee only about $178,956 at 4% or $119,304 at 6%; with 50% employer match about $119,304 at 4% or $79,536 at 6%; with 100% employer match about $89,478 at 4% or $59,652 at 6%.
Sloan Financial Group 401K Plan-27$1,547,273$193,273$7,158iApproximate average salary by contribution assumption: employee only about $178,956 at 4% or $119,304 at 6%; with 50% employer match about $119,304 at 4% or $79,536 at 6%; with 100% employer match about $89,478 at 4% or $59,652 at 6%.
2001133$0$0-
Sloan Financial Group 401K Plan-33---
2000138$0$0-
Sloan Financial Group 401K Plan-38---
1999151$2,613,926$429,216$8,416iApproximate average salary by contribution assumption: employee only about $210,400 at 4% or $140,267 at 6%; with 50% employer match about $140,267 at 4% or $93,511 at 6%; with 100% employer match about $105,200 at 4% or $70,133 at 6%.
Sloan Financial Group 401K Plan-51$2,613,926$429,216$8,416iApproximate average salary by contribution assumption: employee only about $210,400 at 4% or $140,267 at 6%; with 50% employer match about $140,267 at 4% or $93,511 at 6%; with 100% employer match about $105,200 at 4% or $70,133 at 6%.