Civic Intelligence

Jamison Private Wealth Management

Plan context: Diversified Financial Planning Inc. 401(K) Plan

EIN 58-1833272 • Milton, GA • 34 filings • 5 plans

12630 Crabapple Road, Suite 300Milton, GA 30004
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$7,216,319

2025 Contributions

$260,116

Historical Graphs

Total Assets Over Time

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

$7,216,319$3,608,160$0200420152025YearValue
$7,216,319Latest year 2025

Participants Over Time

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

530200420152025YearValue
5Latest 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
202515$7,216,319$260,116$52,023iApproximate average salary by contribution assumption: employee only about $1,300,580 at 4% or $867,053 at 6%; with 50% employer match about $867,053 at 4% or $578,036 at 6%; with 100% employer match about $650,290 at 4% or $433,527 at 6%.
Diversified Financial Planning Inc. 401(K) Plan-5$7,216,319$260,116$52,023iApproximate average salary by contribution assumption: employee only about $1,300,580 at 4% or $867,053 at 6%; with 50% employer match about $867,053 at 4% or $578,036 at 6%; with 100% employer match about $650,290 at 4% or $433,527 at 6%.
202425$6,323,993$287,225$57,445iApproximate average salary by contribution assumption: employee only about $1,436,125 at 4% or $957,417 at 6%; with 50% employer match about $957,417 at 4% or $638,278 at 6%; with 100% employer match about $718,063 at 4% or $478,708 at 6%.
Diversified Financial Planning Inc. 401(K) Plan-5$6,312,041$225,646$45,129iApproximate average salary by contribution assumption: employee only about $1,128,230 at 4% or $752,153 at 6%; with 50% employer match about $752,153 at 4% or $501,436 at 6%; with 100% employer match about $564,115 at 4% or $376,077 at 6%.
Jamison Private Wealth Management Gcf Benefit Plan-3$11,952$61,579$20,526iApproximate average salary by contribution assumption: employee only about $513,158 at 4% or $342,106 at 6%; with 50% employer match about $342,106 at 4% or $228,070 at 6%; with 100% employer match about $256,579 at 4% or $171,053 at 6%.
202325$4,998,746$262,905$52,581iApproximate average salary by contribution assumption: employee only about $1,314,525 at 4% or $876,350 at 6%; with 50% employer match about $876,350 at 4% or $584,233 at 6%; with 100% employer match about $657,263 at 4% or $438,175 at 6%.
Diversified Financial Planning Inc. 401(K) Plan-5$4,988,820$207,554$41,511iApproximate average salary by contribution assumption: employee only about $1,037,770 at 4% or $691,847 at 6%; with 50% employer match about $691,847 at 4% or $461,231 at 6%; with 100% employer match about $518,885 at 4% or $345,923 at 6%.
Jamison Private Wealth Management Gcf Benefit Plan-3$9,926$55,351$18,450iApproximate average salary by contribution assumption: employee only about $461,258 at 4% or $307,506 at 6%; with 50% employer match about $307,506 at 4% or $205,004 at 6%; with 100% employer match about $230,629 at 4% or $153,753 at 6%.
202224$3,556,747$3,469,389$867,347iApproximate average salary by contribution assumption: employee only about $21,683,681 at 4% or $14,455,788 at 6%; with 50% employer match about $14,455,788 at 4% or $9,637,192 at 6%; with 100% employer match about $10,841,841 at 4% or $7,227,894 at 6%.
Diversified Financial Planning Inc. 401(K) Plan-4$3,549,886$3,425,073$856,268iApproximate average salary by contribution assumption: employee only about $21,406,706 at 4% or $14,271,138 at 6%; with 50% employer match about $14,271,138 at 4% or $9,514,092 at 6%; with 100% employer match about $10,703,353 at 4% or $7,135,569 at 6%.
Jamison Private Wealth Management Gcf Benefit Plan-2$6,861$44,316$22,158iApproximate average salary by contribution assumption: employee only about $553,950 at 4% or $369,300 at 6%; with 50% employer match about $369,300 at 4% or $246,200 at 6%; with 100% employer match about $276,975 at 4% or $184,650 at 6%.
202134$974,066$150,645$37,661iApproximate average salary by contribution assumption: employee only about $941,531 at 4% or $627,688 at 6%; with 50% employer match about $627,688 at 4% or $418,458 at 6%; with 100% employer match about $470,766 at 4% or $313,844 at 6%.
Diversified Financial Planning Inc. 401(K) Plan-4$968,518$114,026$28,507iApproximate average salary by contribution assumption: employee only about $712,663 at 4% or $475,108 at 6%; with 50% employer match about $475,108 at 4% or $316,739 at 6%; with 100% employer match about $356,331 at 4% or $237,554 at 6%.
Jamison Private Wealth Management Gcf Benefit Plan-2$5,548$36,619$18,310iApproximate average salary by contribution assumption: employee only about $457,738 at 4% or $305,158 at 6%; with 50% employer match about $305,158 at 4% or $203,439 at 6%; with 100% employer match about $228,869 at 4% or $152,579 at 6%.
Diversified Financial Planning Inc. Defined Benefit Plan-0$0$0-
202034$3,838,615$149,552$37,388iApproximate average salary by contribution assumption: employee only about $934,700 at 4% or $623,133 at 6%; with 50% employer match about $623,133 at 4% or $415,422 at 6%; with 100% employer match about $467,350 at 4% or $311,567 at 6%.
Diversified Financial Planning Inc. Defined Benefit Plan-4$3,129,975$0-
Diversified Financial Planning Inc. 401(K) Plan-4$705,843$115,480$28,870iApproximate average salary by contribution assumption: employee only about $721,750 at 4% or $481,167 at 6%; with 50% employer match about $481,167 at 4% or $320,778 at 6%; with 100% employer match about $360,875 at 4% or $240,583 at 6%.
Jamison Private Wealth Management Gcf Benefit Plan-2$2,797$34,072$17,036iApproximate average salary by contribution assumption: employee only about $425,900 at 4% or $283,933 at 6%; with 50% employer match about $283,933 at 4% or $189,289 at 6%; with 100% employer match about $212,950 at 4% or $141,967 at 6%.
201924$2,794,945$390,934$97,734iApproximate average salary by contribution assumption: employee only about $2,443,338 at 4% or $1,628,892 at 6%; with 50% employer match about $1,628,892 at 4% or $1,085,928 at 6%; with 100% employer match about $1,221,669 at 4% or $814,446 at 6%.
Diversified Financial Planning Inc. Defined Benefit Plan-4$2,360,695$313,334$78,334iApproximate average salary by contribution assumption: employee only about $1,958,338 at 4% or $1,305,558 at 6%; with 50% employer match about $1,305,558 at 4% or $870,372 at 6%; with 100% employer match about $979,169 at 4% or $652,779 at 6%.
Diversified Financial Planning Inc. 401(K) Plan-3$434,250$77,600$25,867iApproximate average salary by contribution assumption: employee only about $646,667 at 4% or $431,111 at 6%; with 50% employer match about $431,111 at 4% or $287,407 at 6%; with 100% employer match about $323,333 at 4% or $215,556 at 6%.
201823$1,775,984$276,000$92,000iApproximate average salary by contribution assumption: employee only about $2,300,000 at 4% or $1,533,333 at 6%; with 50% employer match about $1,533,333 at 4% or $1,022,222 at 6%; with 100% employer match about $1,150,000 at 4% or $766,667 at 6%.
Diversified Financial Planning Inc. Defined Benefit Plan-3$1,535,834$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Diversified Financial Planning Inc. 401(K) Plan-3$240,150$76,000$25,333iApproximate average salary by contribution assumption: employee only about $633,333 at 4% or $422,222 at 6%; with 50% employer match about $422,222 at 4% or $281,481 at 6%; with 100% employer match about $316,667 at 4% or $211,111 at 6%.
201723$1,651,742$266,600$88,867iApproximate average salary by contribution assumption: employee only about $2,221,667 at 4% or $1,481,111 at 6%; with 50% employer match about $1,481,111 at 4% or $987,407 at 6%; with 100% employer match about $1,110,833 at 4% or $740,556 at 6%.
Diversified Financial Planning Inc. Defined Benefit Plan-3$1,447,290$211,000$70,333iApproximate average salary by contribution assumption: employee only about $1,758,333 at 4% or $1,172,222 at 6%; with 50% employer match about $1,172,222 at 4% or $781,481 at 6%; with 100% employer match about $879,167 at 4% or $586,111 at 6%.
Diversified Financial Planning Inc. 401(K) Plan-3$204,452$55,600$18,533iApproximate average salary by contribution assumption: employee only about $463,333 at 4% or $308,889 at 6%; with 50% employer match about $308,889 at 4% or $205,926 at 6%; with 100% employer match about $231,667 at 4% or $154,444 at 6%.
201623$1,083,009$307,500$102,500iApproximate average salary by contribution assumption: employee only about $2,562,500 at 4% or $1,708,333 at 6%; with 50% employer match about $1,708,333 at 4% or $1,138,889 at 6%; with 100% employer match about $1,281,250 at 4% or $854,167 at 6%.
Diversified Financial Planning Inc. Defined Benefit Plan-3$960,798$253,500$84,500iApproximate average salary by contribution assumption: employee only about $2,112,500 at 4% or $1,408,333 at 6%; with 50% employer match about $1,408,333 at 4% or $938,889 at 6%; with 100% employer match about $1,056,250 at 4% or $704,167 at 6%.
Diversified Financial Planning Inc. 401(K) Plan-3$122,211$54,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
201523$665,385$87,700$29,233iApproximate average salary by contribution assumption: employee only about $730,833 at 4% or $487,222 at 6%; with 50% employer match about $487,222 at 4% or $324,815 at 6%; with 100% employer match about $365,417 at 4% or $243,611 at 6%.
Diversified Financial Planning Inc. Defined Benefit Plan-3$608,242$30,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Diversified Financial Planning Inc. 401(K) Plan-3$57,143$57,700$19,233iApproximate average salary by contribution assumption: employee only about $480,833 at 4% or $320,556 at 6%; with 50% employer match about $320,556 at 4% or $213,704 at 6%; with 100% employer match about $240,417 at 4% or $160,278 at 6%.
201413$1,060,835$177,000$59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%.
Diversified Financial Planning Inc. Defined Benefit Plan-3$1,060,835$177,000$59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%.
201313$839,771$134,499$44,833iApproximate average salary by contribution assumption: employee only about $1,120,825 at 4% or $747,217 at 6%; with 50% employer match about $747,217 at 4% or $498,144 at 6%; with 100% employer match about $560,413 at 4% or $373,608 at 6%.
Diversified Financial Planning Inc. Defined Benefit Plan-3$839,771$134,499$44,833iApproximate average salary by contribution assumption: employee only about $1,120,825 at 4% or $747,217 at 6%; with 50% employer match about $747,217 at 4% or $498,144 at 6%; with 100% employer match about $560,413 at 4% or $373,608 at 6%.
201213$554,899$57,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
Diversified Financial Planning Inc. Defined Benefit Plan-3$554,899$57,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
201113$441,180$168,000$56,000iApproximate average salary by contribution assumption: employee only about $1,400,000 at 4% or $933,333 at 6%; with 50% employer match about $933,333 at 4% or $622,222 at 6%; with 100% employer match about $700,000 at 4% or $466,667 at 6%.
Diversified Financial Planning Inc. Defined Benefit Plan-3$441,180$168,000$56,000iApproximate average salary by contribution assumption: employee only about $1,400,000 at 4% or $933,333 at 6%; with 50% employer match about $933,333 at 4% or $622,222 at 6%; with 100% employer match about $700,000 at 4% or $466,667 at 6%.
201013$334,001$125,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
Diversified Financial Planning Inc. Defined Benefit Plan-3$334,001$125,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
200913$207,162$45,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Diversified Financial Planning Inc. Defined Benefit Plan-3$207,162$45,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200813$184,685$0-
Diversified Financial Planning Inc. Defined Benefit Plan-3$184,685--
200713$0$0-
Diversified Financial Planning Inc. Defined Benefit Plan-3---
200612$245,398$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Diversified Financial Planning Inc. Defined Benefit Plan-2$245,398$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200512$210,275$48,921$24,461iApproximate average salary by contribution assumption: employee only about $611,513 at 4% or $407,675 at 6%; with 50% employer match about $407,675 at 4% or $271,783 at 6%; with 100% employer match about $305,756 at 4% or $203,838 at 6%.
Diversified Financial Planning Inc. Defined Benefit Plan-2$210,275$48,921$24,461iApproximate average salary by contribution assumption: employee only about $611,513 at 4% or $407,675 at 6%; with 50% employer match about $407,675 at 4% or $271,783 at 6%; with 100% employer match about $305,756 at 4% or $203,838 at 6%.
200412$166,528$119,095$59,548iApproximate average salary by contribution assumption: employee only about $1,488,688 at 4% or $992,458 at 6%; with 50% employer match about $992,458 at 4% or $661,639 at 6%; with 100% employer match about $744,344 at 4% or $496,229 at 6%.
Diversified Financial Planning Inc. Defined Benefit Plan-2$166,528$119,095$59,548iApproximate average salary by contribution assumption: employee only about $1,488,688 at 4% or $992,458 at 6%; with 50% employer match about $992,458 at 4% or $661,639 at 6%; with 100% employer match about $744,344 at 4% or $496,229 at 6%.