Civic Intelligence

Carolina Financial Securities LLC

Plan context: Carolina Financial Securities 401K Profit Sharing Plan

EIN 56-1985034 • 10 filings • 1 plans

Current Snapshot

Latest Year

2008

2008 Participants

8

2008 Assets

$115,532

2008 Contributions

$62

Historical Graphs

Total Assets Over Time

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

$298,856$149,428$0199920032007YearValue
$115,532Latest year 2007

Participants Over Time

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

1580199920032007YearValue
8Latest year 2007

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
200810$0$0-
Carolina Financial Securities 401K Profit Sharing Plan-0---
200718$115,532$0-
Carolina Financial Securities 401K Profit Sharing Plan-8$115,532--
200618$145,568$0-
Carolina Financial Securities 401K Profit Sharing Plan-8$145,568--
200516$125,258$0-
Carolina Financial Securities 401K Profit Sharing Plan-6$125,258--
200414$153,257$62$16iApproximate average salary by contribution assumption: employee only about $388 at 4% or $258 at 6%; with 50% employer match about $258 at 4% or $172 at 6%; with 100% employer match about $194 at 4% or $129 at 6%.
Carolina Financial Securities 401K Profit Sharing Plan-4$153,257$62$16iApproximate average salary by contribution assumption: employee only about $388 at 4% or $258 at 6%; with 50% employer match about $258 at 4% or $172 at 6%; with 100% employer match about $194 at 4% or $129 at 6%.
200313$252,932$18,857$6,286iApproximate average salary by contribution assumption: employee only about $157,142 at 4% or $104,761 at 6%; with 50% employer match about $104,761 at 4% or $69,841 at 6%; with 100% employer match about $78,571 at 4% or $52,381 at 6%.
Carolina Financial Securities 401K Profit Sharing Plan-3$252,932$18,857$6,286iApproximate average salary by contribution assumption: employee only about $157,142 at 4% or $104,761 at 6%; with 50% employer match about $104,761 at 4% or $69,841 at 6%; with 100% employer match about $78,571 at 4% or $52,381 at 6%.
200216$187,795$43,241$7,207iApproximate average salary by contribution assumption: employee only about $180,171 at 4% or $120,114 at 6%; with 50% employer match about $120,114 at 4% or $80,076 at 6%; with 100% employer match about $90,085 at 4% or $60,057 at 6%.
Carolina Financial Securities 401K Profit Sharing Plan-6$187,795$43,241$7,207iApproximate average salary by contribution assumption: employee only about $180,171 at 4% or $120,114 at 6%; with 50% employer match about $120,114 at 4% or $80,076 at 6%; with 100% employer match about $90,085 at 4% or $60,057 at 6%.
200119$228,782$76,134$8,459iApproximate average salary by contribution assumption: employee only about $211,483 at 4% or $140,989 at 6%; with 50% employer match about $140,989 at 4% or $93,993 at 6%; with 100% employer match about $105,742 at 4% or $70,494 at 6%.
Carolina Financial Securities 401K Profit Sharing Plan-9$228,782$76,134$8,459iApproximate average salary by contribution assumption: employee only about $211,483 at 4% or $140,989 at 6%; with 50% employer match about $140,989 at 4% or $93,993 at 6%; with 100% employer match about $105,742 at 4% or $70,494 at 6%.
2000115$298,856$132,384$8,826iApproximate average salary by contribution assumption: employee only about $220,640 at 4% or $147,093 at 6%; with 50% employer match about $147,093 at 4% or $98,062 at 6%; with 100% employer match about $110,320 at 4% or $73,547 at 6%.
Carolina Financial Securities 401K Profit Sharing Plan-15$298,856$132,384$8,826iApproximate average salary by contribution assumption: employee only about $220,640 at 4% or $147,093 at 6%; with 50% employer match about $147,093 at 4% or $98,062 at 6%; with 100% employer match about $110,320 at 4% or $73,547 at 6%.
1999112$212,518$158,632$13,219iApproximate average salary by contribution assumption: employee only about $330,483 at 4% or $220,322 at 6%; with 50% employer match about $220,322 at 4% or $146,881 at 6%; with 100% employer match about $165,242 at 4% or $110,161 at 6%.
Carolina Financial Securities 401K Profit Sharing Plan-12$212,518$158,632$13,219iApproximate average salary by contribution assumption: employee only about $330,483 at 4% or $220,322 at 6%; with 50% employer match about $220,322 at 4% or $146,881 at 6%; with 100% employer match about $165,242 at 4% or $110,161 at 6%.