Civic Intelligence

Williamson Wealth Group Inc.

Plan context: Williamson Wealth Group 401(K) Plan

EIN 56-2220719 • Cornelius, NC • 18 filings • 5 plans

7632 Norman Island DriveCornelius, NC 28031
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,496,126

2024 Contributions

$93,769

Historical Graphs

Total Assets Over Time

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

$1,496,126$748,063$0200820162024YearValue
$1,496,126Latest year 2024

Participants Over Time

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

840200720162024YearValue
6Latest 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
202416$1,496,126$93,769$15,628iApproximate average salary by contribution assumption: employee only about $390,704 at 4% or $260,469 at 6%; with 50% employer match about $260,469 at 4% or $173,646 at 6%; with 100% employer match about $195,352 at 4% or $130,235 at 6%.
Williamson Wealth Group 401(K) Plan-6$1,496,126$93,769$15,628iApproximate average salary by contribution assumption: employee only about $390,704 at 4% or $260,469 at 6%; with 50% employer match about $260,469 at 4% or $173,646 at 6%; with 100% employer match about $195,352 at 4% or $130,235 at 6%.
202316$1,226,486$79,263$13,211iApproximate average salary by contribution assumption: employee only about $330,263 at 4% or $220,175 at 6%; with 50% employer match about $220,175 at 4% or $146,783 at 6%; with 100% employer match about $165,131 at 4% or $110,088 at 6%.
Williamson Wealth Group 401(K) Plan-6$1,226,486$79,263$13,211iApproximate average salary by contribution assumption: employee only about $330,263 at 4% or $220,175 at 6%; with 50% employer match about $220,175 at 4% or $146,783 at 6%; with 100% employer match about $165,131 at 4% or $110,088 at 6%.
202217$1,054,850$116,706$16,672iApproximate average salary by contribution assumption: employee only about $416,807 at 4% or $277,871 at 6%; with 50% employer match about $277,871 at 4% or $185,248 at 6%; with 100% employer match about $208,404 at 4% or $138,936 at 6%.
Williamson Wealth Group 401(K) Plan-7$1,054,850$116,706$16,672iApproximate average salary by contribution assumption: employee only about $416,807 at 4% or $277,871 at 6%; with 50% employer match about $277,871 at 4% or $185,248 at 6%; with 100% employer match about $208,404 at 4% or $138,936 at 6%.
202115$1,189,749$57,683$11,537iApproximate average salary by contribution assumption: employee only about $288,415 at 4% or $192,277 at 6%; with 50% employer match about $192,277 at 4% or $128,184 at 6%; with 100% employer match about $144,208 at 4% or $96,138 at 6%.
Williamson Wealth Group 401(K) Plan-5$1,189,749$57,683$11,537iApproximate average salary by contribution assumption: employee only about $288,415 at 4% or $192,277 at 6%; with 50% employer match about $192,277 at 4% or $128,184 at 6%; with 100% employer match about $144,208 at 4% or $96,138 at 6%.
202016$1,032,412$56,404$9,401iApproximate average salary by contribution assumption: employee only about $235,017 at 4% or $156,678 at 6%; with 50% employer match about $156,678 at 4% or $104,452 at 6%; with 100% employer match about $117,508 at 4% or $78,339 at 6%.
Williamson Wealth Group 401(K) Plan-6$1,032,412$56,404$9,401iApproximate average salary by contribution assumption: employee only about $235,017 at 4% or $156,678 at 6%; with 50% employer match about $156,678 at 4% or $104,452 at 6%; with 100% employer match about $117,508 at 4% or $78,339 at 6%.
201916$799,661$54,815$9,136iApproximate average salary by contribution assumption: employee only about $228,396 at 4% or $152,264 at 6%; with 50% employer match about $152,264 at 4% or $101,509 at 6%; with 100% employer match about $114,198 at 4% or $76,132 at 6%.
Williamson Wealth Group 401(K) Plan-6$799,661$54,815$9,136iApproximate average salary by contribution assumption: employee only about $228,396 at 4% or $152,264 at 6%; with 50% employer match about $152,264 at 4% or $101,509 at 6%; with 100% employer match about $114,198 at 4% or $76,132 at 6%.
201817$947,128$50,982$7,283iApproximate average salary by contribution assumption: employee only about $182,079 at 4% or $121,386 at 6%; with 50% employer match about $121,386 at 4% or $80,924 at 6%; with 100% employer match about $91,039 at 4% or $60,693 at 6%.
Williamson Wealth Group 401(K) Plan-7$947,128$50,982$7,283iApproximate average salary by contribution assumption: employee only about $182,079 at 4% or $121,386 at 6%; with 50% employer match about $121,386 at 4% or $80,924 at 6%; with 100% employer match about $91,039 at 4% or $60,693 at 6%.
201717$966,540$61,609$8,801iApproximate average salary by contribution assumption: employee only about $220,032 at 4% or $146,688 at 6%; with 50% employer match about $146,688 at 4% or $97,792 at 6%; with 100% employer match about $110,016 at 4% or $73,344 at 6%.
Williamson Wealth Group 401(K) Plan-7$966,540$61,609$8,801iApproximate average salary by contribution assumption: employee only about $220,032 at 4% or $146,688 at 6%; with 50% employer match about $146,688 at 4% or $97,792 at 6%; with 100% employer match about $110,016 at 4% or $73,344 at 6%.
201617$752,842$65,451$9,350iApproximate average salary by contribution assumption: employee only about $233,754 at 4% or $155,836 at 6%; with 50% employer match about $155,836 at 4% or $103,890 at 6%; with 100% employer match about $116,877 at 4% or $77,918 at 6%.
Williamson Wealth Group 401(K) Plan-7$752,842$65,451$9,350iApproximate average salary by contribution assumption: employee only about $233,754 at 4% or $155,836 at 6%; with 50% employer match about $155,836 at 4% or $103,890 at 6%; with 100% employer match about $116,877 at 4% or $77,918 at 6%.
201518$663,532$82,357$10,295iApproximate average salary by contribution assumption: employee only about $257,366 at 4% or $171,577 at 6%; with 50% employer match about $171,577 at 4% or $114,385 at 6%; with 100% employer match about $128,683 at 4% or $85,789 at 6%.
Williamson Wealth Group 401(K) Plan-8$663,532$82,357$10,295iApproximate average salary by contribution assumption: employee only about $257,366 at 4% or $171,577 at 6%; with 50% employer match about $171,577 at 4% or $114,385 at 6%; with 100% employer match about $128,683 at 4% or $85,789 at 6%.
201417$592,483$58,071$8,296iApproximate average salary by contribution assumption: employee only about $207,396 at 4% or $138,264 at 6%; with 50% employer match about $138,264 at 4% or $92,176 at 6%; with 100% employer match about $103,698 at 4% or $69,132 at 6%.
Williamson Wealth Group 401(K) Plan-7$592,483$58,071$8,296iApproximate average salary by contribution assumption: employee only about $207,396 at 4% or $138,264 at 6%; with 50% employer match about $138,264 at 4% or $92,176 at 6%; with 100% employer match about $103,698 at 4% or $69,132 at 6%.
201316$491,496$56,731$9,455iApproximate average salary by contribution assumption: employee only about $236,379 at 4% or $157,586 at 6%; with 50% employer match about $157,586 at 4% or $105,057 at 6%; with 100% employer match about $118,190 at 4% or $78,793 at 6%.
Williamson Wealth Group 401(K) Plan-6$491,496$56,731$9,455iApproximate average salary by contribution assumption: employee only about $236,379 at 4% or $157,586 at 6%; with 50% employer match about $157,586 at 4% or $105,057 at 6%; with 100% employer match about $118,190 at 4% or $78,793 at 6%.
201216$408,807$49,819$8,303iApproximate average salary by contribution assumption: employee only about $207,579 at 4% or $138,386 at 6%; with 50% employer match about $138,386 at 4% or $92,257 at 6%; with 100% employer match about $103,790 at 4% or $69,193 at 6%.
Williamson Wealth Group 401(K) Plan-6$408,807$49,819$8,303iApproximate average salary by contribution assumption: employee only about $207,579 at 4% or $138,386 at 6%; with 50% employer match about $138,386 at 4% or $92,257 at 6%; with 100% employer match about $103,790 at 4% or $69,193 at 6%.
201114$321,852$47,072$11,768iApproximate average salary by contribution assumption: employee only about $294,200 at 4% or $196,133 at 6%; with 50% employer match about $196,133 at 4% or $130,756 at 6%; with 100% employer match about $147,100 at 4% or $98,067 at 6%.
Williamson Wealth Group 401(K) Plan-4$321,852$47,072$11,768iApproximate average salary by contribution assumption: employee only about $294,200 at 4% or $196,133 at 6%; with 50% employer match about $196,133 at 4% or $130,756 at 6%; with 100% employer match about $147,100 at 4% or $98,067 at 6%.
201018$290,751$45,433$5,679iApproximate average salary by contribution assumption: employee only about $141,978 at 4% or $94,652 at 6%; with 50% employer match about $94,652 at 4% or $63,101 at 6%; with 100% employer match about $70,989 at 4% or $47,326 at 6%.
Williamson Wealth Group 401(K) Plan-8$290,751$45,433$5,679iApproximate average salary by contribution assumption: employee only about $141,978 at 4% or $94,652 at 6%; with 50% employer match about $94,652 at 4% or $63,101 at 6%; with 100% employer match about $70,989 at 4% or $47,326 at 6%.
200917$222,690$43,844$6,263iApproximate average salary by contribution assumption: employee only about $156,586 at 4% or $104,390 at 6%; with 50% employer match about $104,390 at 4% or $69,594 at 6%; with 100% employer match about $78,293 at 4% or $52,195 at 6%.
Williamson Wealth Group 401(K) Plan-7$222,690$43,844$6,263iApproximate average salary by contribution assumption: employee only about $156,586 at 4% or $104,390 at 6%; with 50% employer match about $104,390 at 4% or $69,594 at 6%; with 100% employer match about $78,293 at 4% or $52,195 at 6%.
200815$130,295$158,483$31,697iApproximate average salary by contribution assumption: employee only about $792,415 at 4% or $528,277 at 6%; with 50% employer match about $528,277 at 4% or $352,184 at 6%; with 100% employer match about $396,208 at 4% or $264,138 at 6%.
Williamson Wealth Group 401(K) Plan-5$130,295$158,483$31,697iApproximate average salary by contribution assumption: employee only about $792,415 at 4% or $528,277 at 6%; with 50% employer match about $528,277 at 4% or $352,184 at 6%; with 100% employer match about $396,208 at 4% or $264,138 at 6%.
200715$0$0-
Williamson Wealth Group 401(K) Plan-5---