Civic Intelligence

COMMONWEALTH FINANCIAL GROUP, INC.

Plan context: Commonwealth Financial Group 401K Plan

EIN 57-1115366 • Charleston, SC • 11 filings • 4 plans

225 Seven Farms DriveSte 106Charleston, SC 29492
Current Snapshot

Latest Year

2025

2025 Participants

20

2025 Assets

$885,184

2025 Contributions

$124,705

Historical Graphs

Total Assets Over Time

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

$885,184$442,592$0200420222025YearValue
$885,184Latest year 2025

Participants Over Time

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

20100200420212025YearValue
20Latest year 2025

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
2025120$885,184$124,705$6,235iApproximate average salary by contribution assumption: employee only about $155,881 at 4% or $103,921 at 6%; with 50% employer match about $103,921 at 4% or $69,281 at 6%; with 100% employer match about $77,941 at 4% or $51,960 at 6%.
Commonwealth Financial Group 401K Plan-20$885,184$124,705$6,235iApproximate average salary by contribution assumption: employee only about $155,881 at 4% or $103,921 at 6%; with 50% employer match about $103,921 at 4% or $69,281 at 6%; with 100% employer match about $77,941 at 4% or $51,960 at 6%.
2024118$661,673$116,235$6,458iApproximate average salary by contribution assumption: employee only about $161,438 at 4% or $107,625 at 6%; with 50% employer match about $107,625 at 4% or $71,750 at 6%; with 100% employer match about $80,719 at 4% or $53,813 at 6%.
Commonwealth Financial Group 401K Plan-18$661,673$116,235$6,458iApproximate average salary by contribution assumption: employee only about $161,438 at 4% or $107,625 at 6%; with 50% employer match about $107,625 at 4% or $71,750 at 6%; with 100% employer match about $80,719 at 4% or $53,813 at 6%.
2023117$461,919$119,728$7,043iApproximate average salary by contribution assumption: employee only about $176,071 at 4% or $117,380 at 6%; with 50% employer match about $117,380 at 4% or $78,254 at 6%; with 100% employer match about $88,035 at 4% or $58,690 at 6%.
Commonwealth Financial Group 401K Plan-17$461,919$119,728$7,043iApproximate average salary by contribution assumption: employee only about $176,071 at 4% or $117,380 at 6%; with 50% employer match about $117,380 at 4% or $78,254 at 6%; with 100% employer match about $88,035 at 4% or $58,690 at 6%.
2022114$282,189$96,938$6,924iApproximate average salary by contribution assumption: employee only about $173,104 at 4% or $115,402 at 6%; with 50% employer match about $115,402 at 4% or $76,935 at 6%; with 100% employer match about $86,552 at 4% or $57,701 at 6%.
Commonwealth Financial Group 401K Plan-14$282,189$96,938$6,924iApproximate average salary by contribution assumption: employee only about $173,104 at 4% or $115,402 at 6%; with 50% employer match about $115,402 at 4% or $76,935 at 6%; with 100% employer match about $86,552 at 4% or $57,701 at 6%.
2021112$277,421$93,360$7,780iApproximate average salary by contribution assumption: employee only about $194,500 at 4% or $129,667 at 6%; with 50% employer match about $129,667 at 4% or $86,444 at 6%; with 100% employer match about $97,250 at 4% or $64,833 at 6%.
Commonwealth Financial Group 401K Plan-12$277,421$93,360$7,780iApproximate average salary by contribution assumption: employee only about $194,500 at 4% or $129,667 at 6%; with 50% employer match about $129,667 at 4% or $86,444 at 6%; with 100% employer match about $97,250 at 4% or $64,833 at 6%.
2020113$169,432$138,504$10,654iApproximate average salary by contribution assumption: employee only about $266,354 at 4% or $177,569 at 6%; with 50% employer match about $177,569 at 4% or $118,379 at 6%; with 100% employer match about $133,177 at 4% or $88,785 at 6%.
Commonwealth Financial Group 401K Plan-13$169,432$138,504$10,654iApproximate average salary by contribution assumption: employee only about $266,354 at 4% or $177,569 at 6%; with 50% employer match about $177,569 at 4% or $118,379 at 6%; with 100% employer match about $133,177 at 4% or $88,785 at 6%.
200720$0$0-
Commonwealth Financial Group 401K Plan-0---
Commonwealth Financial Group 401K Plan-0---
200615$0$41$8iApproximate average salary by contribution assumption: employee only about $205 at 4% or $137 at 6%; with 50% employer match about $137 at 4% or $91 at 6%; with 100% employer match about $102 at 4% or $68 at 6%.
Commonwealth Financial Group 401K Plan-5-$41$8iApproximate average salary by contribution assumption: employee only about $205 at 4% or $137 at 6%; with 50% employer match about $137 at 4% or $91 at 6%; with 100% employer match about $102 at 4% or $68 at 6%.
200512$2,997$1,411$706iApproximate average salary by contribution assumption: employee only about $17,638 at 4% or $11,758 at 6%; with 50% employer match about $11,758 at 4% or $7,839 at 6%; with 100% employer match about $8,819 at 4% or $5,879 at 6%.
Commonwealth Financial Group 401K Plan-2$2,997$1,411$706iApproximate average salary by contribution assumption: employee only about $17,638 at 4% or $11,758 at 6%; with 50% employer match about $11,758 at 4% or $7,839 at 6%; with 100% employer match about $8,819 at 4% or $5,879 at 6%.
200412$1,313$1,226$613iApproximate average salary by contribution assumption: employee only about $15,325 at 4% or $10,217 at 6%; with 50% employer match about $10,217 at 4% or $6,811 at 6%; with 100% employer match about $7,663 at 4% or $5,108 at 6%.
Commonwealth Financial Group 401K Plan-2$1,313$1,226$613iApproximate average salary by contribution assumption: employee only about $15,325 at 4% or $10,217 at 6%; with 50% employer match about $10,217 at 4% or $6,811 at 6%; with 100% employer match about $7,663 at 4% or $5,108 at 6%.