Civic Intelligence

Bill Spalding Wealth Management

Plan context: Bill Spalding Wealth Management Gfb Benefit Plan

EIN 58-2282108 • Atlanta, GA • 27 filings • 6 plans

3060 Peachtree Rd NW #250Atlanta, GA 30305
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,344,996

2024 Contributions

$6,286

Historical Graphs

Total Assets Over Time

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

$3,214,183$1,607,092$0199920152022YearValue
$1,344,996Latest year 2022

Participants Over Time

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

420199920142022YearValue
4Latest year 2022

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
202410$0$6,286-
Bill Spalding Wealth Management Gfb Benefit Plan-0$0$6,286-
202310$0$79,738-
Bill Spalding Wealth Management Inc. 401(K) Retirement Plan-0$0$79,738-
202214$1,344,996$120,187$30,047iApproximate average salary by contribution assumption: employee only about $751,169 at 4% or $500,779 at 6%; with 50% employer match about $500,779 at 4% or $333,853 at 6%; with 100% employer match about $375,584 at 4% or $250,390 at 6%.
Bill Spalding Wealth Management Inc. 401(K) Retirement Plan-4$1,344,996$120,187$30,047iApproximate average salary by contribution assumption: employee only about $751,169 at 4% or $500,779 at 6%; with 50% employer match about $500,779 at 4% or $333,853 at 6%; with 100% employer match about $375,584 at 4% or $250,390 at 6%.
202114$1,570,277$67,743$16,936iApproximate average salary by contribution assumption: employee only about $423,394 at 4% or $282,263 at 6%; with 50% employer match about $282,263 at 4% or $188,175 at 6%; with 100% employer match about $211,697 at 4% or $141,131 at 6%.
Bill Spalding Wealth Management Inc. 401(K) Retirement Plan-4$1,570,277$67,743$16,936iApproximate average salary by contribution assumption: employee only about $423,394 at 4% or $282,263 at 6%; with 50% employer match about $282,263 at 4% or $188,175 at 6%; with 100% employer match about $211,697 at 4% or $141,131 at 6%.
202024$1,417,763$309,457$77,364iApproximate average salary by contribution assumption: employee only about $1,934,106 at 4% or $1,289,404 at 6%; with 50% employer match about $1,289,404 at 4% or $859,603 at 6%; with 100% employer match about $967,053 at 4% or $644,702 at 6%.
Bill Spalding Wealth Management Inc. 401(K) Retirement Plan-4$1,417,763$57,890$14,473iApproximate average salary by contribution assumption: employee only about $361,813 at 4% or $241,208 at 6%; with 50% employer match about $241,208 at 4% or $160,806 at 6%; with 100% employer match about $180,906 at 4% or $120,604 at 6%.
Bill Spalding Wealth Management Inc. Cash Balance Plan-0$0$251,567-
201924$3,214,183$77,293$19,323iApproximate average salary by contribution assumption: employee only about $483,081 at 4% or $322,054 at 6%; with 50% employer match about $322,054 at 4% or $214,703 at 6%; with 100% employer match about $241,541 at 4% or $161,027 at 6%.
Bill Spalding Wealth Management Inc. Cash Balance Plan-2$1,717,880--
Bill Spalding Wealth Management Inc. 401(K) Retirement Plan-4$1,496,303$77,293$19,323iApproximate average salary by contribution assumption: employee only about $483,081 at 4% or $322,054 at 6%; with 50% employer match about $322,054 at 4% or $214,703 at 6%; with 100% employer match about $241,541 at 4% or $161,027 at 6%.
201824$2,700,932$363,400$90,850iApproximate average salary by contribution assumption: employee only about $2,271,250 at 4% or $1,514,167 at 6%; with 50% employer match about $1,514,167 at 4% or $1,009,444 at 6%; with 100% employer match about $1,135,625 at 4% or $757,083 at 6%.
Bill Spalding Wealth Management Inc. Cash Balance Plan-2$1,445,540$280,000$140,000iApproximate average salary by contribution assumption: employee only about $3,500,000 at 4% or $2,333,333 at 6%; with 50% employer match about $2,333,333 at 4% or $1,555,556 at 6%; with 100% employer match about $1,750,000 at 4% or $1,166,667 at 6%.
Bill Spalding Wealth Management Inc. 401(K) Retirement Plan-4$1,255,392$83,400$20,850iApproximate average salary by contribution assumption: employee only about $521,250 at 4% or $347,500 at 6%; with 50% employer match about $347,500 at 4% or $231,667 at 6%; with 100% employer match about $260,625 at 4% or $173,750 at 6%.
201723$2,398,712$350,366$116,789iApproximate average salary by contribution assumption: employee only about $2,919,717 at 4% or $1,946,478 at 6%; with 50% employer match about $1,946,478 at 4% or $1,297,652 at 6%; with 100% employer match about $1,459,858 at 4% or $973,239 at 6%.
Bill Spalding Wealth Management Inc. 401(K) Retirement Plan-3$1,261,232$80,366$26,789iApproximate average salary by contribution assumption: employee only about $669,717 at 4% or $446,478 at 6%; with 50% employer match about $446,478 at 4% or $297,652 at 6%; with 100% employer match about $334,858 at 4% or $223,239 at 6%.
Bill Spalding Wealth Management Inc. Cash Balance Plan-2$1,137,480$270,000$135,000iApproximate average salary by contribution assumption: employee only about $3,375,000 at 4% or $2,250,000 at 6%; with 50% employer match about $2,250,000 at 4% or $1,500,000 at 6%; with 100% employer match about $1,687,500 at 4% or $1,125,000 at 6%.
201623$1,688,328$284,322$94,774iApproximate average salary by contribution assumption: employee only about $2,369,350 at 4% or $1,579,567 at 6%; with 50% employer match about $1,579,567 at 4% or $1,053,044 at 6%; with 100% employer match about $1,184,675 at 4% or $789,783 at 6%.
Bill Spalding Wealth Management Inc. 401(K) Retirement Plan-3$1,011,072$79,322$26,441iApproximate average salary by contribution assumption: employee only about $661,017 at 4% or $440,678 at 6%; with 50% employer match about $440,678 at 4% or $293,785 at 6%; with 100% employer match about $330,508 at 4% or $220,339 at 6%.
Bill Spalding Wealth Management Inc. Cash Balance Plan-3$677,256$205,000$68,333iApproximate average salary by contribution assumption: employee only about $1,708,333 at 4% or $1,138,889 at 6%; with 50% employer match about $1,138,889 at 4% or $759,259 at 6%; with 100% employer match about $854,167 at 4% or $569,444 at 6%.
201523$1,393,757$378,000$126,000iApproximate average salary by contribution assumption: employee only about $3,150,000 at 4% or $2,100,000 at 6%; with 50% employer match about $2,100,000 at 4% or $1,400,000 at 6%; with 100% employer match about $1,575,000 at 4% or $1,050,000 at 6%.
Bill Spalding Wealth Management Inc. 401(K) Retirement Plan-3$929,167$77,000$25,667iApproximate average salary by contribution assumption: employee only about $641,667 at 4% or $427,778 at 6%; with 50% employer match about $427,778 at 4% or $285,185 at 6%; with 100% employer match about $320,833 at 4% or $213,889 at 6%.
Bill Spalding Wealth Management Inc. Cash Balance Plan-3$464,590$301,000$100,333iApproximate average salary by contribution assumption: employee only about $2,508,333 at 4% or $1,672,222 at 6%; with 50% employer match about $1,672,222 at 4% or $1,114,815 at 6%; with 100% employer match about $1,254,167 at 4% or $836,111 at 6%.
201423$1,075,320$236,750$78,917iApproximate average salary by contribution assumption: employee only about $1,972,917 at 4% or $1,315,278 at 6%; with 50% employer match about $1,315,278 at 4% or $876,852 at 6%; with 100% employer match about $986,458 at 4% or $657,639 at 6%.
Bill Spalding Wealth Management Inc. 401(K) Retirement Plan-3$900,320$61,750$20,583iApproximate average salary by contribution assumption: employee only about $514,583 at 4% or $343,056 at 6%; with 50% employer match about $343,056 at 4% or $228,704 at 6%; with 100% employer match about $257,292 at 4% or $171,528 at 6%.
Bill Spalding Wealth Management Inc. Cash Balance Plan-3$175,000$175,000$58,333iApproximate average salary by contribution assumption: employee only about $1,458,333 at 4% or $972,222 at 6%; with 50% employer match about $972,222 at 4% or $648,148 at 6%; with 100% employer match about $729,167 at 4% or $486,111 at 6%.
201313$770,868$166,343$55,448iApproximate average salary by contribution assumption: employee only about $1,386,192 at 4% or $924,128 at 6%; with 50% employer match about $924,128 at 4% or $616,085 at 6%; with 100% employer match about $693,096 at 4% or $462,064 at 6%.
Bill Spalding Wealth Management Inc. 401(K) Retirement Plan-3$770,868$166,343$55,448iApproximate average salary by contribution assumption: employee only about $1,386,192 at 4% or $924,128 at 6%; with 50% employer match about $924,128 at 4% or $616,085 at 6%; with 100% employer match about $693,096 at 4% or $462,064 at 6%.
201213$538,137$112,059$37,353iApproximate average salary by contribution assumption: employee only about $933,825 at 4% or $622,550 at 6%; with 50% employer match about $622,550 at 4% or $415,033 at 6%; with 100% employer match about $466,913 at 4% or $311,275 at 6%.
Bill Spalding Wealth Management Inc. 401(K) Retirement Plan-3$538,137$112,059$37,353iApproximate average salary by contribution assumption: employee only about $933,825 at 4% or $622,550 at 6%; with 50% employer match about $622,550 at 4% or $415,033 at 6%; with 100% employer match about $466,913 at 4% or $311,275 at 6%.
201114$415,396$123,349$30,837iApproximate average salary by contribution assumption: employee only about $770,931 at 4% or $513,954 at 6%; with 50% employer match about $513,954 at 4% or $342,636 at 6%; with 100% employer match about $385,466 at 4% or $256,977 at 6%.
Bill Spalding Wealth Management Inc. 401(K) Retirement Plan-4$415,396$123,349$30,837iApproximate average salary by contribution assumption: employee only about $770,931 at 4% or $513,954 at 6%; with 50% employer match about $513,954 at 4% or $342,636 at 6%; with 100% employer match about $385,466 at 4% or $256,977 at 6%.
201014$316,494$50,774$12,694iApproximate average salary by contribution assumption: employee only about $317,338 at 4% or $211,558 at 6%; with 50% employer match about $211,558 at 4% or $141,039 at 6%; with 100% employer match about $158,669 at 4% or $105,779 at 6%.
Bill Spalding Wealth Management Inc. 401(K) Retirement Plan-4$316,494$50,774$12,694iApproximate average salary by contribution assumption: employee only about $317,338 at 4% or $211,558 at 6%; with 50% employer match about $211,558 at 4% or $141,039 at 6%; with 100% employer match about $158,669 at 4% or $105,779 at 6%.
200914$235,628$113,925$28,481iApproximate average salary by contribution assumption: employee only about $712,031 at 4% or $474,688 at 6%; with 50% employer match about $474,688 at 4% or $316,458 at 6%; with 100% employer match about $356,016 at 4% or $237,344 at 6%.
Institutional Financial Management Inc. Money Purchase Pension Plan-4$235,628$113,925$28,481iApproximate average salary by contribution assumption: employee only about $712,031 at 4% or $474,688 at 6%; with 50% employer match about $474,688 at 4% or $316,458 at 6%; with 100% employer match about $356,016 at 4% or $237,344 at 6%.
200814$0$0-
Institutional Financial Management Inc. Money Purchase Pension Plan-4---
200112$0$0-
Institutional Financial Management Inc. Money Purchase Pension Plan-2---
200012$29,164$21,103$10,552iApproximate average salary by contribution assumption: employee only about $263,788 at 4% or $175,858 at 6%; with 50% employer match about $175,858 at 4% or $117,239 at 6%; with 100% employer match about $131,894 at 4% or $87,929 at 6%.
Institutional Financial Management Inc. Money Purchase Pension Plan-2$29,164$21,103$10,552iApproximate average salary by contribution assumption: employee only about $263,788 at 4% or $175,858 at 6%; with 50% employer match about $175,858 at 4% or $117,239 at 6%; with 100% employer match about $131,894 at 4% or $87,929 at 6%.
199912$41,415$18,954$9,477iApproximate average salary by contribution assumption: employee only about $236,925 at 4% or $157,950 at 6%; with 50% employer match about $157,950 at 4% or $105,300 at 6%; with 100% employer match about $118,463 at 4% or $78,975 at 6%.
Institutional Financial Management Inc. Money Purchase Pension Plan-2$41,415$18,954$9,477iApproximate average salary by contribution assumption: employee only about $236,925 at 4% or $157,950 at 6%; with 50% employer match about $157,950 at 4% or $105,300 at 6%; with 100% employer match about $118,463 at 4% or $78,975 at 6%.