Civic Intelligence

Southeast Financial Group Inc

Plan context: Southeast Financial Group Inc 401K Profit Sharing Plan

EIN 56-2262322 • Raleigh, NC • 18 filings • 5 plans

7780 Brier Creek Pkwy Ste 325Raleigh, NC 27617-7857
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,074,226

2024 Contributions

$87,029

Historical Graphs

Total Assets Over Time

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

$2,074,226$1,037,113$0200920172024YearValue
$2,074,226Latest year 2024

Participants Over Time

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

530200720162024YearValue
3Latest 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
202413$2,074,226$87,029$29,010iApproximate average salary by contribution assumption: employee only about $725,242 at 4% or $483,494 at 6%; with 50% employer match about $483,494 at 4% or $322,330 at 6%; with 100% employer match about $362,621 at 4% or $241,747 at 6%.
Southeast Financial Group Inc 401K Profit Sharing Plan-3$2,074,226$87,029$29,010iApproximate average salary by contribution assumption: employee only about $725,242 at 4% or $483,494 at 6%; with 50% employer match about $483,494 at 4% or $322,330 at 6%; with 100% employer match about $362,621 at 4% or $241,747 at 6%.
202313$1,672,315$83,621$27,874iApproximate average salary by contribution assumption: employee only about $696,842 at 4% or $464,561 at 6%; with 50% employer match about $464,561 at 4% or $309,707 at 6%; with 100% employer match about $348,421 at 4% or $232,281 at 6%.
Southeast Financial Group Inc 401K Profit Sharing Plan-3$1,672,315$83,621$27,874iApproximate average salary by contribution assumption: employee only about $696,842 at 4% or $464,561 at 6%; with 50% employer match about $464,561 at 4% or $309,707 at 6%; with 100% employer match about $348,421 at 4% or $232,281 at 6%.
202213$1,390,160$79,043$26,348iApproximate average salary by contribution assumption: employee only about $658,692 at 4% or $439,128 at 6%; with 50% employer match about $439,128 at 4% or $292,752 at 6%; with 100% employer match about $329,346 at 4% or $219,564 at 6%.
Southeast Financial Group Inc 401K Profit Sharing Plan-3$1,390,160$79,043$26,348iApproximate average salary by contribution assumption: employee only about $658,692 at 4% or $439,128 at 6%; with 50% employer match about $439,128 at 4% or $292,752 at 6%; with 100% employer match about $329,346 at 4% or $219,564 at 6%.
202115$1,490,761$65,970$13,194iApproximate average salary by contribution assumption: employee only about $329,850 at 4% or $219,900 at 6%; with 50% employer match about $219,900 at 4% or $146,600 at 6%; with 100% employer match about $164,925 at 4% or $109,950 at 6%.
Southeast Financial Group Inc 401K Profit Sharing Plan-5$1,490,761$65,970$13,194iApproximate average salary by contribution assumption: employee only about $329,850 at 4% or $219,900 at 6%; with 50% employer match about $219,900 at 4% or $146,600 at 6%; with 100% employer match about $164,925 at 4% or $109,950 at 6%.
202014$1,235,576$64,850$16,213iApproximate average salary by contribution assumption: employee only about $405,313 at 4% or $270,208 at 6%; with 50% employer match about $270,208 at 4% or $180,139 at 6%; with 100% employer match about $202,656 at 4% or $135,104 at 6%.
Southeast Financial Group Inc 401K Profit Sharing Plan-4$1,235,576$64,850$16,213iApproximate average salary by contribution assumption: employee only about $405,313 at 4% or $270,208 at 6%; with 50% employer match about $270,208 at 4% or $180,139 at 6%; with 100% employer match about $202,656 at 4% or $135,104 at 6%.
201914$1,249,895$65,494$16,374iApproximate average salary by contribution assumption: employee only about $409,338 at 4% or $272,892 at 6%; with 50% employer match about $272,892 at 4% or $181,928 at 6%; with 100% employer match about $204,669 at 4% or $136,446 at 6%.
Southeast Financial Group Inc 401K Profit Sharing Plan-4$1,249,895$65,494$16,374iApproximate average salary by contribution assumption: employee only about $409,338 at 4% or $272,892 at 6%; with 50% employer match about $272,892 at 4% or $181,928 at 6%; with 100% employer match about $204,669 at 4% or $136,446 at 6%.
201812$923,349$51,678$25,839iApproximate average salary by contribution assumption: employee only about $645,975 at 4% or $430,650 at 6%; with 50% employer match about $430,650 at 4% or $287,100 at 6%; with 100% employer match about $322,988 at 4% or $215,325 at 6%.
Southeast Financial Group Inc 401K Profit Sharing Plan-2$923,349$51,678$25,839iApproximate average salary by contribution assumption: employee only about $645,975 at 4% or $430,650 at 6%; with 50% employer match about $430,650 at 4% or $287,100 at 6%; with 100% employer match about $322,988 at 4% or $215,325 at 6%.
201712$941,348$51,164$25,582iApproximate average salary by contribution assumption: employee only about $639,550 at 4% or $426,367 at 6%; with 50% employer match about $426,367 at 4% or $284,244 at 6%; with 100% employer match about $319,775 at 4% or $213,183 at 6%.
Southeast Financial Group Inc 401K Profit Sharing Plan-2$941,348$51,164$25,582iApproximate average salary by contribution assumption: employee only about $639,550 at 4% or $426,367 at 6%; with 50% employer match about $426,367 at 4% or $284,244 at 6%; with 100% employer match about $319,775 at 4% or $213,183 at 6%.
201612$747,330$55,482$27,741iApproximate average salary by contribution assumption: employee only about $693,525 at 4% or $462,350 at 6%; with 50% employer match about $462,350 at 4% or $308,233 at 6%; with 100% employer match about $346,763 at 4% or $231,175 at 6%.
Southeast Financial Group Inc 401K Profit Sharing Plan-2$747,330$55,482$27,741iApproximate average salary by contribution assumption: employee only about $693,525 at 4% or $462,350 at 6%; with 50% employer match about $462,350 at 4% or $308,233 at 6%; with 100% employer match about $346,763 at 4% or $231,175 at 6%.
201513$609,786$57,590$19,197iApproximate average salary by contribution assumption: employee only about $479,917 at 4% or $319,944 at 6%; with 50% employer match about $319,944 at 4% or $213,296 at 6%; with 100% employer match about $239,958 at 4% or $159,972 at 6%.
Southeast Financial Group Inc 401K Profit Sharing Plan-3$609,786$57,590$19,197iApproximate average salary by contribution assumption: employee only about $479,917 at 4% or $319,944 at 6%; with 50% employer match about $319,944 at 4% or $213,296 at 6%; with 100% employer match about $239,958 at 4% or $159,972 at 6%.
201413$584,934$50,219$16,740iApproximate average salary by contribution assumption: employee only about $418,492 at 4% or $278,994 at 6%; with 50% employer match about $278,994 at 4% or $185,996 at 6%; with 100% employer match about $209,246 at 4% or $139,497 at 6%.
Southeast Financial Group Inc 401K Profit Sharing Plan-3$584,934$50,219$16,740iApproximate average salary by contribution assumption: employee only about $418,492 at 4% or $278,994 at 6%; with 50% employer match about $278,994 at 4% or $185,996 at 6%; with 100% employer match about $209,246 at 4% or $139,497 at 6%.
201313$467,025$48,720$16,240iApproximate average salary by contribution assumption: employee only about $406,000 at 4% or $270,667 at 6%; with 50% employer match about $270,667 at 4% or $180,444 at 6%; with 100% employer match about $203,000 at 4% or $135,333 at 6%.
Southeast Financial Group Inc 401K Profit Sharing Plan-3$467,025$48,720$16,240iApproximate average salary by contribution assumption: employee only about $406,000 at 4% or $270,667 at 6%; with 50% employer match about $270,667 at 4% or $180,444 at 6%; with 100% employer match about $203,000 at 4% or $135,333 at 6%.
201214$407,899$37,754$9,439iApproximate average salary by contribution assumption: employee only about $235,963 at 4% or $157,308 at 6%; with 50% employer match about $157,308 at 4% or $104,872 at 6%; with 100% employer match about $117,981 at 4% or $78,654 at 6%.
Southeast Financial Group Inc 401K Profit Sharing Plan-4$407,899$37,754$9,439iApproximate average salary by contribution assumption: employee only about $235,963 at 4% or $157,308 at 6%; with 50% employer match about $157,308 at 4% or $104,872 at 6%; with 100% employer match about $117,981 at 4% or $78,654 at 6%.
201114$323,754$50,834$12,709iApproximate average salary by contribution assumption: employee only about $317,713 at 4% or $211,808 at 6%; with 50% employer match about $211,808 at 4% or $141,206 at 6%; with 100% employer match about $158,856 at 4% or $105,904 at 6%.
Southeast Financial Group Inc 401K Profit Sharing Plan-4$323,754$50,834$12,709iApproximate average salary by contribution assumption: employee only about $317,713 at 4% or $211,808 at 6%; with 50% employer match about $211,808 at 4% or $141,206 at 6%; with 100% employer match about $158,856 at 4% or $105,904 at 6%.
201014$283,966$34,970$8,743iApproximate average salary by contribution assumption: employee only about $218,563 at 4% or $145,708 at 6%; with 50% employer match about $145,708 at 4% or $97,139 at 6%; with 100% employer match about $109,281 at 4% or $72,854 at 6%.
Southeast Financial Group Inc 401K Profit Sharing Plan-4$283,966$34,970$8,743iApproximate average salary by contribution assumption: employee only about $218,563 at 4% or $145,708 at 6%; with 50% employer match about $145,708 at 4% or $97,139 at 6%; with 100% employer match about $109,281 at 4% or $72,854 at 6%.
200914$216,957$22,397$5,599iApproximate average salary by contribution assumption: employee only about $139,981 at 4% or $93,321 at 6%; with 50% employer match about $93,321 at 4% or $62,214 at 6%; with 100% employer match about $69,991 at 4% or $46,660 at 6%.
Southeast Financial Group Inc 401K Profit Sharing Plan-4$216,957$22,397$5,599iApproximate average salary by contribution assumption: employee only about $139,981 at 4% or $93,321 at 6%; with 50% employer match about $93,321 at 4% or $62,214 at 6%; with 100% employer match about $69,991 at 4% or $46,660 at 6%.
200813$0$0-
Southeast Financial Group Inc 401K Profit Sharing Plan-3---
200712$0$0-
Southeast Financial Group Inc 401K Profit Sharing Plan-2---