S&F Investments Inc
Plan context: S&F Investments Inc. 401K Plan
EIN 57-1072521 • Orangeburg, SC • 8 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
54
2024 Assets
$59,156
2024 Contributions
$64,343
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 54 | $59,156 | $64,343 | $1,192iApproximate average salary by contribution assumption: employee only about $29,788 at 4% or $19,859 at 6%; with 50% employer match about $19,859 at 4% or $13,239 at 6%; with 100% employer match about $14,894 at 4% or $9,929 at 6%. |
| S&F Investments Inc. 401K Plan | - | 54 | $59,156 | $38,863 | $720iApproximate average salary by contribution assumption: employee only about $17,992 at 4% or $11,995 at 6%; with 50% employer match about $11,995 at 4% or $7,997 at 6%; with 100% employer match about $8,996 at 4% or $5,997 at 6%. |
| Employee Health Plan of S & F Investments Inc | - | 4 | - | $25,480 | $6,370iApproximate average salary by contribution assumption: employee only about $159,250 at 4% or $106,167 at 6%; with 50% employer match about $106,167 at 4% or $70,778 at 6%; with 100% employer match about $79,625 at 4% or $53,083 at 6%. |
| 2023 | 2 | 44 | $28,607 | $43,793 | $995iApproximate average salary by contribution assumption: employee only about $24,882 at 4% or $16,588 at 6%; with 50% employer match about $16,588 at 4% or $11,059 at 6%; with 100% employer match about $12,441 at 4% or $8,294 at 6%. |
| S&F Investments Inc. 401K Plan | - | 44 | $28,607 | $27,798 | $632iApproximate average salary by contribution assumption: employee only about $15,794 at 4% or $10,530 at 6%; with 50% employer match about $10,530 at 4% or $7,020 at 6%; with 100% employer match about $7,897 at 4% or $5,265 at 6%. |
| Employee Health Plan of S & F Investments Inc | - | 3 | - | $15,995 | $5,332iApproximate average salary by contribution assumption: employee only about $133,292 at 4% or $88,861 at 6%; with 50% employer match about $88,861 at 4% or $59,241 at 6%; with 100% employer match about $66,646 at 4% or $44,431 at 6%. |
| 2022 | 1 | 4 | $0 | $20,985 | $5,246iApproximate average salary by contribution assumption: employee only about $131,156 at 4% or $87,438 at 6%; with 50% employer match about $87,438 at 4% or $58,292 at 6%; with 100% employer match about $65,578 at 4% or $43,719 at 6%. |
| Employee Health Plan of S & F Investments Inc | - | 4 | - | $20,985 | $5,246iApproximate average salary by contribution assumption: employee only about $131,156 at 4% or $87,438 at 6%; with 50% employer match about $87,438 at 4% or $58,292 at 6%; with 100% employer match about $65,578 at 4% or $43,719 at 6%. |
| 2021 | 1 | 3 | $0 | $22,090 | $7,363iApproximate average salary by contribution assumption: employee only about $184,083 at 4% or $122,722 at 6%; with 50% employer match about $122,722 at 4% or $81,815 at 6%; with 100% employer match about $92,042 at 4% or $61,361 at 6%. |
| Employee Health Plan of S & F Investments Inc | - | 3 | - | $22,090 | $7,363iApproximate average salary by contribution assumption: employee only about $184,083 at 4% or $122,722 at 6%; with 50% employer match about $122,722 at 4% or $81,815 at 6%; with 100% employer match about $92,042 at 4% or $61,361 at 6%. |
| 2020 | 1 | 4 | $0 | $9,556 | $2,389iApproximate average salary by contribution assumption: employee only about $59,725 at 4% or $39,817 at 6%; with 50% employer match about $39,817 at 4% or $26,544 at 6%; with 100% employer match about $29,863 at 4% or $19,908 at 6%. |
| Employee Health Plan of S & F Investments Inc | - | 4 | - | $9,556 | $2,389iApproximate average salary by contribution assumption: employee only about $59,725 at 4% or $39,817 at 6%; with 50% employer match about $39,817 at 4% or $26,544 at 6%; with 100% employer match about $29,863 at 4% or $19,908 at 6%. |
| 2019 | 1 | 9 | $0 | $15,170 | $1,686iApproximate average salary by contribution assumption: employee only about $42,139 at 4% or $28,093 at 6%; with 50% employer match about $28,093 at 4% or $18,728 at 6%; with 100% employer match about $21,069 at 4% or $14,046 at 6%. |
| Employee Health Plan of S & F Investments Inc | - | 9 | - | $15,170 | $1,686iApproximate average salary by contribution assumption: employee only about $42,139 at 4% or $28,093 at 6%; with 50% employer match about $28,093 at 4% or $18,728 at 6%; with 100% employer match about $21,069 at 4% or $14,046 at 6%. |