Civic Intelligence

Climb Fund

Plan context: Climb Fund 401(K) Profit Sharing Plan and Trust

EIN 57-0707663 • Charleston, SC • 18 filings • 7 plans

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2 Race StreetCharleston, SC 29403
Current Snapshot

Latest Year

2024

2024 Participants

24

2024 Assets

$630,456

2024 Contributions

$155,608

Historical Graphs

Total Assets Over Time

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

$630,456$315,228$0200720162024YearValue
$630,456Latest year 2024

Participants Over Time

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

24120200720162024YearValue
24Latest 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
2024124$630,456$155,608$6,484iApproximate average salary by contribution assumption: employee only about $162,092 at 4% or $108,061 at 6%; with 50% employer match about $108,061 at 4% or $72,041 at 6%; with 100% employer match about $81,046 at 4% or $54,031 at 6%.
Climb Fund 401(K) Profit Sharing Plan and Trust-24$630,456$155,608$6,484iApproximate average salary by contribution assumption: employee only about $162,092 at 4% or $108,061 at 6%; with 50% employer match about $108,061 at 4% or $72,041 at 6%; with 100% employer match about $81,046 at 4% or $54,031 at 6%.
2023114$465,671$118,097$8,436iApproximate average salary by contribution assumption: employee only about $210,888 at 4% or $140,592 at 6%; with 50% employer match about $140,592 at 4% or $93,728 at 6%; with 100% employer match about $105,444 at 4% or $70,296 at 6%.
Climb Fund 401(K) Profit Sharing Plan and Trust-14$465,671$118,097$8,436iApproximate average salary by contribution assumption: employee only about $210,888 at 4% or $140,592 at 6%; with 50% employer match about $140,592 at 4% or $93,728 at 6%; with 100% employer match about $105,444 at 4% or $70,296 at 6%.
2022113$310,121$108,790$8,368iApproximate average salary by contribution assumption: employee only about $209,212 at 4% or $139,474 at 6%; with 50% employer match about $139,474 at 4% or $92,983 at 6%; with 100% employer match about $104,606 at 4% or $69,737 at 6%.
Climb Fund 401(K) Profit Sharing Plan and Trust-13$310,121$108,790$8,368iApproximate average salary by contribution assumption: employee only about $209,212 at 4% or $139,474 at 6%; with 50% employer match about $139,474 at 4% or $92,983 at 6%; with 100% employer match about $104,606 at 4% or $69,737 at 6%.
202118$283,356$73,600$9,200iApproximate average salary by contribution assumption: employee only about $230,000 at 4% or $153,333 at 6%; with 50% employer match about $153,333 at 4% or $102,222 at 6%; with 100% employer match about $115,000 at 4% or $76,667 at 6%.
Climb Fund 401(K) Profit Sharing Plan and Trust-8$283,356$73,600$9,200iApproximate average salary by contribution assumption: employee only about $230,000 at 4% or $153,333 at 6%; with 50% employer match about $153,333 at 4% or $102,222 at 6%; with 100% employer match about $115,000 at 4% or $76,667 at 6%.
202018$558,593$98,999$12,375iApproximate average salary by contribution assumption: employee only about $309,372 at 4% or $206,248 at 6%; with 50% employer match about $206,248 at 4% or $137,499 at 6%; with 100% employer match about $154,686 at 4% or $103,124 at 6%.
Climb Fund 401(K) Profit Sharing Plan and Trust-8$558,593$98,999$12,375iApproximate average salary by contribution assumption: employee only about $309,372 at 4% or $206,248 at 6%; with 50% employer match about $206,248 at 4% or $137,499 at 6%; with 100% employer match about $154,686 at 4% or $103,124 at 6%.
201918$385,060$38,643$4,830iApproximate average salary by contribution assumption: employee only about $120,759 at 4% or $80,506 at 6%; with 50% employer match about $80,506 at 4% or $53,671 at 6%; with 100% employer match about $60,380 at 4% or $40,253 at 6%.
Climb Fund 401(K) Profit Sharing Plan and Trust-8$385,060$38,643$4,830iApproximate average salary by contribution assumption: employee only about $120,759 at 4% or $80,506 at 6%; with 50% employer match about $80,506 at 4% or $53,671 at 6%; with 100% employer match about $60,380 at 4% or $40,253 at 6%.
201815$327,250$66,551$13,310iApproximate average salary by contribution assumption: employee only about $332,755 at 4% or $221,837 at 6%; with 50% employer match about $221,837 at 4% or $147,891 at 6%; with 100% employer match about $166,378 at 4% or $110,918 at 6%.
Climb Fund 401(K) Profit Sharing Plan and Trust-5$327,250$66,551$13,310iApproximate average salary by contribution assumption: employee only about $332,755 at 4% or $221,837 at 6%; with 50% employer match about $221,837 at 4% or $147,891 at 6%; with 100% employer match about $166,378 at 4% or $110,918 at 6%.
201713$289,659$28,758$9,586iApproximate average salary by contribution assumption: employee only about $239,650 at 4% or $159,767 at 6%; with 50% employer match about $159,767 at 4% or $106,511 at 6%; with 100% employer match about $119,825 at 4% or $79,883 at 6%.
Climb Fund 401(K) Profit Sharing Plan and Trust-3$289,659$28,758$9,586iApproximate average salary by contribution assumption: employee only about $239,650 at 4% or $159,767 at 6%; with 50% employer match about $159,767 at 4% or $106,511 at 6%; with 100% employer match about $119,825 at 4% or $79,883 at 6%.
201614$222,862$24,620$6,155iApproximate average salary by contribution assumption: employee only about $153,875 at 4% or $102,583 at 6%; with 50% employer match about $102,583 at 4% or $68,389 at 6%; with 100% employer match about $76,938 at 4% or $51,292 at 6%.
Climb Fund 401(K) Profit Sharing Plan and Trust-4$222,862$24,620$6,155iApproximate average salary by contribution assumption: employee only about $153,875 at 4% or $102,583 at 6%; with 50% employer match about $102,583 at 4% or $68,389 at 6%; with 100% employer match about $76,938 at 4% or $51,292 at 6%.
201514$174,698$23,400$5,850iApproximate average salary by contribution assumption: employee only about $146,250 at 4% or $97,500 at 6%; with 50% employer match about $97,500 at 4% or $65,000 at 6%; with 100% employer match about $73,125 at 4% or $48,750 at 6%.
Climb Fund 401(K) Profit Sharing Plan and Trust-4$174,698$23,400$5,850iApproximate average salary by contribution assumption: employee only about $146,250 at 4% or $97,500 at 6%; with 50% employer match about $97,500 at 4% or $65,000 at 6%; with 100% employer match about $73,125 at 4% or $48,750 at 6%.
201413$160,352$21,088$7,029iApproximate average salary by contribution assumption: employee only about $175,733 at 4% or $117,156 at 6%; with 50% employer match about $117,156 at 4% or $78,104 at 6%; with 100% employer match about $87,867 at 4% or $58,578 at 6%.
Climb Fund 401(K) Profit Sharing Plan and Trust-3$160,352$21,088$7,029iApproximate average salary by contribution assumption: employee only about $175,733 at 4% or $117,156 at 6%; with 50% employer match about $117,156 at 4% or $78,104 at 6%; with 100% employer match about $87,867 at 4% or $58,578 at 6%.
201313$146,935$18,206$6,069iApproximate average salary by contribution assumption: employee only about $151,717 at 4% or $101,144 at 6%; with 50% employer match about $101,144 at 4% or $67,430 at 6%; with 100% employer match about $75,858 at 4% or $50,572 at 6%.
Climb Fund 401(K) Profit Sharing Plan and Trust-3$146,935$18,206$6,069iApproximate average salary by contribution assumption: employee only about $151,717 at 4% or $101,144 at 6%; with 50% employer match about $101,144 at 4% or $67,430 at 6%; with 100% employer match about $75,858 at 4% or $50,572 at 6%.
201213$103,984$18,913$6,304iApproximate average salary by contribution assumption: employee only about $157,608 at 4% or $105,072 at 6%; with 50% employer match about $105,072 at 4% or $70,048 at 6%; with 100% employer match about $78,804 at 4% or $52,536 at 6%.
Climb Fund 401(K) Profit Sharing Plan and Trust-3$103,984$18,913$6,304iApproximate average salary by contribution assumption: employee only about $157,608 at 4% or $105,072 at 6%; with 50% employer match about $105,072 at 4% or $70,048 at 6%; with 100% employer match about $78,804 at 4% or $52,536 at 6%.
201113$76,891$15,123$5,041iApproximate average salary by contribution assumption: employee only about $126,025 at 4% or $84,017 at 6%; with 50% employer match about $84,017 at 4% or $56,011 at 6%; with 100% employer match about $63,013 at 4% or $42,008 at 6%.
Climb Fund 401(K) Profit Sharing Plan and Trust-3$76,891$15,123$5,041iApproximate average salary by contribution assumption: employee only about $126,025 at 4% or $84,017 at 6%; with 50% employer match about $84,017 at 4% or $56,011 at 6%; with 100% employer match about $63,013 at 4% or $42,008 at 6%.
201012$66,500$13,794$6,897iApproximate average salary by contribution assumption: employee only about $172,425 at 4% or $114,950 at 6%; with 50% employer match about $114,950 at 4% or $76,633 at 6%; with 100% employer match about $86,213 at 4% or $57,475 at 6%.
Climb Fund 401(K) Profit Sharing Plan and Trust-2$66,500$13,794$6,897iApproximate average salary by contribution assumption: employee only about $172,425 at 4% or $114,950 at 6%; with 50% employer match about $114,950 at 4% or $76,633 at 6%; with 100% employer match about $86,213 at 4% or $57,475 at 6%.
200912$44,538$10,419$5,210iApproximate average salary by contribution assumption: employee only about $130,238 at 4% or $86,825 at 6%; with 50% employer match about $86,825 at 4% or $57,883 at 6%; with 100% employer match about $65,119 at 4% or $43,413 at 6%.
Climb Fund 401(K) Profit Sharing Plan and Trust-2$44,538$10,419$5,210iApproximate average salary by contribution assumption: employee only about $130,238 at 4% or $86,825 at 6%; with 50% employer match about $86,825 at 4% or $57,883 at 6%; with 100% employer match about $65,119 at 4% or $43,413 at 6%.
200811$24,637$6,041$6,041iApproximate average salary by contribution assumption: employee only about $151,025 at 4% or $100,683 at 6%; with 50% employer match about $100,683 at 4% or $67,122 at 6%; with 100% employer match about $75,513 at 4% or $50,342 at 6%.
Climb Fund 401(K) Profit Sharing Plan and Trust-1$24,637$6,041$6,041iApproximate average salary by contribution assumption: employee only about $151,025 at 4% or $100,683 at 6%; with 50% employer match about $100,683 at 4% or $67,122 at 6%; with 100% employer match about $75,513 at 4% or $50,342 at 6%.
200712$68,653$64,721$32,361iApproximate average salary by contribution assumption: employee only about $809,013 at 4% or $539,342 at 6%; with 50% employer match about $539,342 at 4% or $359,561 at 6%; with 100% employer match about $404,506 at 4% or $269,671 at 6%.
Climb Fund 401(K) Profit Sharing Plan and Trust-2$68,653$64,721$32,361iApproximate average salary by contribution assumption: employee only about $809,013 at 4% or $539,342 at 6%; with 50% employer match about $539,342 at 4% or $359,561 at 6%; with 100% employer match about $404,506 at 4% or $269,671 at 6%.