COLONIAL TRUST GROUP, INC.
Plan context: Colonial Trust Group Inc. Safe Harbor 401(K) Plan
EIN 58-2285039 • Spartanburg, SC • 22 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
27
2024 Assets
$8,333,309
2024 Contributions
$565,062
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 | 1 | 27 | $8,333,309 | $565,062 | $20,928iApproximate average salary by contribution assumption: employee only about $523,206 at 4% or $348,804 at 6%; with 50% employer match about $348,804 at 4% or $232,536 at 6%; with 100% employer match about $261,603 at 4% or $174,402 at 6%. |
| Colonial Trust Group Inc. Safe Harbor 401(K) Plan | - | 27 | $8,333,309 | $565,062 | $20,928iApproximate average salary by contribution assumption: employee only about $523,206 at 4% or $348,804 at 6%; with 50% employer match about $348,804 at 4% or $232,536 at 6%; with 100% employer match about $261,603 at 4% or $174,402 at 6%. |
| 2023 | 1 | 27 | $7,499,258 | $476,402 | $17,645iApproximate average salary by contribution assumption: employee only about $441,113 at 4% or $294,075 at 6%; with 50% employer match about $294,075 at 4% or $196,050 at 6%; with 100% employer match about $220,556 at 4% or $147,038 at 6%. |
| Colonial Trust Group Inc. Safe Harbor 401(K) Plan | - | 27 | $7,499,258 | $476,402 | $17,645iApproximate average salary by contribution assumption: employee only about $441,113 at 4% or $294,075 at 6%; with 50% employer match about $294,075 at 4% or $196,050 at 6%; with 100% employer match about $220,556 at 4% or $147,038 at 6%. |
| 2022 | 1 | 27 | $6,357,147 | $462,210 | $17,119iApproximate average salary by contribution assumption: employee only about $427,972 at 4% or $285,315 at 6%; with 50% employer match about $285,315 at 4% or $190,210 at 6%; with 100% employer match about $213,986 at 4% or $142,657 at 6%. |
| Colonial Trust Group Inc. Safe Harbor 401(K) Plan | - | 27 | $6,357,147 | $462,210 | $17,119iApproximate average salary by contribution assumption: employee only about $427,972 at 4% or $285,315 at 6%; with 50% employer match about $285,315 at 4% or $190,210 at 6%; with 100% employer match about $213,986 at 4% or $142,657 at 6%. |
| 2021 | 1 | 27 | $7,460,041 | $440,064 | $16,299iApproximate average salary by contribution assumption: employee only about $407,467 at 4% or $271,644 at 6%; with 50% employer match about $271,644 at 4% or $181,096 at 6%; with 100% employer match about $203,733 at 4% or $135,822 at 6%. |
| Colonial Trust Group Inc. Safe Harbor 401(K) Plan | - | 27 | $7,460,041 | $440,064 | $16,299iApproximate average salary by contribution assumption: employee only about $407,467 at 4% or $271,644 at 6%; with 50% employer match about $271,644 at 4% or $181,096 at 6%; with 100% employer match about $203,733 at 4% or $135,822 at 6%. |
| 2020 | 1 | 21 | $6,119,008 | $354,975 | $16,904iApproximate average salary by contribution assumption: employee only about $422,589 at 4% or $281,726 at 6%; with 50% employer match about $281,726 at 4% or $187,817 at 6%; with 100% employer match about $211,295 at 4% or $140,863 at 6%. |
| Colonial Trust Group Inc. Safe Harbor 401(K) Plan | - | 21 | $6,119,008 | $354,975 | $16,904iApproximate average salary by contribution assumption: employee only about $422,589 at 4% or $281,726 at 6%; with 50% employer match about $281,726 at 4% or $187,817 at 6%; with 100% employer match about $211,295 at 4% or $140,863 at 6%. |
| 2019 | 1 | 23 | $5,142,409 | $317,151 | $13,789iApproximate average salary by contribution assumption: employee only about $344,729 at 4% or $229,820 at 6%; with 50% employer match about $229,820 at 4% or $153,213 at 6%; with 100% employer match about $172,365 at 4% or $114,910 at 6%. |
| Colonial Trust Group Inc. Safe Harbor 401(K) Plan | - | 23 | $5,142,409 | $317,151 | $13,789iApproximate average salary by contribution assumption: employee only about $344,729 at 4% or $229,820 at 6%; with 50% employer match about $229,820 at 4% or $153,213 at 6%; with 100% employer match about $172,365 at 4% or $114,910 at 6%. |
| 2018 | 1 | 22 | $3,983,145 | $363,068 | $16,503iApproximate average salary by contribution assumption: employee only about $412,577 at 4% or $275,052 at 6%; with 50% employer match about $275,052 at 4% or $183,368 at 6%; with 100% employer match about $206,289 at 4% or $137,526 at 6%. |
| Colonial Trust Group Inc. Safe Harbor 401(K) Plan | - | 22 | $3,983,145 | $363,068 | $16,503iApproximate average salary by contribution assumption: employee only about $412,577 at 4% or $275,052 at 6%; with 50% employer match about $275,052 at 4% or $183,368 at 6%; with 100% employer match about $206,289 at 4% or $137,526 at 6%. |
| 2017 | 1 | 18 | $3,909,517 | $318,805 | $17,711iApproximate average salary by contribution assumption: employee only about $442,785 at 4% or $295,190 at 6%; with 50% employer match about $295,190 at 4% or $196,793 at 6%; with 100% employer match about $221,392 at 4% or $147,595 at 6%. |
| Colonial Trust Group Inc. Safe Harbor 401(K) Plan | - | 18 | $3,909,517 | $318,805 | $17,711iApproximate average salary by contribution assumption: employee only about $442,785 at 4% or $295,190 at 6%; with 50% employer match about $295,190 at 4% or $196,793 at 6%; with 100% employer match about $221,392 at 4% or $147,595 at 6%. |
| 2016 | 1 | 19 | $3,055,913 | $258,652 | $13,613iApproximate average salary by contribution assumption: employee only about $340,332 at 4% or $226,888 at 6%; with 50% employer match about $226,888 at 4% or $151,258 at 6%; with 100% employer match about $170,166 at 4% or $113,444 at 6%. |
| Colonial Trust Group Inc. Safe Harbor 401(K) Plan | - | 19 | $3,055,913 | $258,652 | $13,613iApproximate average salary by contribution assumption: employee only about $340,332 at 4% or $226,888 at 6%; with 50% employer match about $226,888 at 4% or $151,258 at 6%; with 100% employer match about $170,166 at 4% or $113,444 at 6%. |
| 2015 | 1 | 18 | $2,574,267 | $218,615 | $12,145iApproximate average salary by contribution assumption: employee only about $303,632 at 4% or $202,421 at 6%; with 50% employer match about $202,421 at 4% or $134,948 at 6%; with 100% employer match about $151,816 at 4% or $101,211 at 6%. |
| Colonial Trust Group Inc. Safe Harbor 401(K) Plan | - | 18 | $2,574,267 | $218,615 | $12,145iApproximate average salary by contribution assumption: employee only about $303,632 at 4% or $202,421 at 6%; with 50% employer match about $202,421 at 4% or $134,948 at 6%; with 100% employer match about $151,816 at 4% or $101,211 at 6%. |
| 2014 | 1 | 17 | $2,557,705 | $209,366 | $12,316iApproximate average salary by contribution assumption: employee only about $307,891 at 4% or $205,261 at 6%; with 50% employer match about $205,261 at 4% or $136,841 at 6%; with 100% employer match about $153,946 at 4% or $102,630 at 6%. |
| Colonial Trust Group Inc. Safe Harbor 401(K) Plan | - | 17 | $2,557,705 | $209,366 | $12,316iApproximate average salary by contribution assumption: employee only about $307,891 at 4% or $205,261 at 6%; with 50% employer match about $205,261 at 4% or $136,841 at 6%; with 100% employer match about $153,946 at 4% or $102,630 at 6%. |
| 2013 | 1 | 12 | $2,224,356 | $168,582 | $14,049iApproximate average salary by contribution assumption: employee only about $351,213 at 4% or $234,142 at 6%; with 50% employer match about $234,142 at 4% or $156,094 at 6%; with 100% employer match about $175,606 at 4% or $117,071 at 6%. |
| Colonial Trust Group Inc. Safe Harbor 401(K) Plan | - | 12 | $2,224,356 | $168,582 | $14,049iApproximate average salary by contribution assumption: employee only about $351,213 at 4% or $234,142 at 6%; with 50% employer match about $234,142 at 4% or $156,094 at 6%; with 100% employer match about $175,606 at 4% or $117,071 at 6%. |
| 2012 | 1 | 12 | $1,675,595 | $156,952 | $13,079iApproximate average salary by contribution assumption: employee only about $326,983 at 4% or $217,989 at 6%; with 50% employer match about $217,989 at 4% or $145,326 at 6%; with 100% employer match about $163,492 at 4% or $108,994 at 6%. |
| Colonial Trust Group Inc. Safe Harbor 401(K) Plan | - | 12 | $1,675,595 | $156,952 | $13,079iApproximate average salary by contribution assumption: employee only about $326,983 at 4% or $217,989 at 6%; with 50% employer match about $217,989 at 4% or $145,326 at 6%; with 100% employer match about $163,492 at 4% or $108,994 at 6%. |
| 2011 | 1 | 12 | $1,293,932 | $129,170 | $10,764iApproximate average salary by contribution assumption: employee only about $269,104 at 4% or $179,403 at 6%; with 50% employer match about $179,403 at 4% or $119,602 at 6%; with 100% employer match about $134,552 at 4% or $89,701 at 6%. |
| Colonial Trust Group Inc. Safe Harbor 401(K) Plan | - | 12 | $1,293,932 | $129,170 | $10,764iApproximate average salary by contribution assumption: employee only about $269,104 at 4% or $179,403 at 6%; with 50% employer match about $179,403 at 4% or $119,602 at 6%; with 100% employer match about $134,552 at 4% or $89,701 at 6%. |
| 2010 | 1 | 12 | $1,209,667 | $146,402 | $12,200iApproximate average salary by contribution assumption: employee only about $305,004 at 4% or $203,336 at 6%; with 50% employer match about $203,336 at 4% or $135,557 at 6%; with 100% employer match about $152,502 at 4% or $101,668 at 6%. |
| Colonial Trust Group Inc. Safe Harbor 401(K) Plan | - | 12 | $1,209,667 | $146,402 | $12,200iApproximate average salary by contribution assumption: employee only about $305,004 at 4% or $203,336 at 6%; with 50% employer match about $203,336 at 4% or $135,557 at 6%; with 100% employer match about $152,502 at 4% or $101,668 at 6%. |
| 2009 | 1 | 12 | $916,793 | $104,367 | $8,697iApproximate average salary by contribution assumption: employee only about $217,431 at 4% or $144,954 at 6%; with 50% employer match about $144,954 at 4% or $96,636 at 6%; with 100% employer match about $108,716 at 4% or $72,477 at 6%. |
| Colonial Trust Group Inc. Safe Harbor 401(K) Plan | - | 12 | $916,793 | $104,367 | $8,697iApproximate average salary by contribution assumption: employee only about $217,431 at 4% or $144,954 at 6%; with 50% employer match about $144,954 at 4% or $96,636 at 6%; with 100% employer match about $108,716 at 4% or $72,477 at 6%. |
| 2008 | 1 | 10 | $610,541 | $140,466 | $14,047iApproximate average salary by contribution assumption: employee only about $351,165 at 4% or $234,110 at 6%; with 50% employer match about $234,110 at 4% or $156,073 at 6%; with 100% employer match about $175,583 at 4% or $117,055 at 6%. |
| Colonial Trust Group Inc. Safe Harbor 401(K) Plan | - | 10 | $610,541 | $140,466 | $14,047iApproximate average salary by contribution assumption: employee only about $351,165 at 4% or $234,110 at 6%; with 50% employer match about $234,110 at 4% or $156,073 at 6%; with 100% employer match about $175,583 at 4% or $117,055 at 6%. |
| 2007 | 1 | 8 | $788,550 | $106,951 | $13,369iApproximate average salary by contribution assumption: employee only about $334,222 at 4% or $222,815 at 6%; with 50% employer match about $222,815 at 4% or $148,543 at 6%; with 100% employer match about $167,111 at 4% or $111,407 at 6%. |
| Colonial Trust Group Inc. Safe Harbor 401(K) Plan | - | 8 | $788,550 | $106,951 | $13,369iApproximate average salary by contribution assumption: employee only about $334,222 at 4% or $222,815 at 6%; with 50% employer match about $222,815 at 4% or $148,543 at 6%; with 100% employer match about $167,111 at 4% or $111,407 at 6%. |
| 2005 | 1 | 8 | $403,056 | $101,446 | $12,681iApproximate average salary by contribution assumption: employee only about $317,019 at 4% or $211,346 at 6%; with 50% employer match about $211,346 at 4% or $140,897 at 6%; with 100% employer match about $158,509 at 4% or $105,673 at 6%. |
| Colonial Trust Group Inc. Safe Harbor 401(K) Plan | - | 8 | $403,056 | $101,446 | $12,681iApproximate average salary by contribution assumption: employee only about $317,019 at 4% or $211,346 at 6%; with 50% employer match about $211,346 at 4% or $140,897 at 6%; with 100% employer match about $158,509 at 4% or $105,673 at 6%. |
| 2004 | 1 | 7 | $292,392 | $91,641 | $13,092iApproximate average salary by contribution assumption: employee only about $327,289 at 4% or $218,193 at 6%; with 50% employer match about $218,193 at 4% or $145,462 at 6%; with 100% employer match about $163,645 at 4% or $109,096 at 6%. |
| Colonial Trust Group Inc. Safe Harbor 401(K) Plan | - | 7 | $292,392 | $91,641 | $13,092iApproximate average salary by contribution assumption: employee only about $327,289 at 4% or $218,193 at 6%; with 50% employer match about $218,193 at 4% or $145,462 at 6%; with 100% employer match about $163,645 at 4% or $109,096 at 6%. |
| 2003 | 1 | 9 | $172,736 | $101,433 | $11,270iApproximate average salary by contribution assumption: employee only about $281,758 at 4% or $187,839 at 6%; with 50% employer match about $187,839 at 4% or $125,226 at 6%; with 100% employer match about $140,879 at 4% or $93,919 at 6%. |
| Colonial Trust Group Inc. Safe Harbor 401(K) Plan | - | 9 | $172,736 | $101,433 | $11,270iApproximate average salary by contribution assumption: employee only about $281,758 at 4% or $187,839 at 6%; with 50% employer match about $187,839 at 4% or $125,226 at 6%; with 100% employer match about $140,879 at 4% or $93,919 at 6%. |
| 2002 | 1 | 9 | $44,229 | $44,444 | $4,938iApproximate average salary by contribution assumption: employee only about $123,456 at 4% or $82,304 at 6%; with 50% employer match about $82,304 at 4% or $54,869 at 6%; with 100% employer match about $61,728 at 4% or $41,152 at 6%. |
| Colonial Trust Group Inc. Safe Harbor 401(K) Plan | - | 9 | $44,229 | $44,444 | $4,938iApproximate average salary by contribution assumption: employee only about $123,456 at 4% or $82,304 at 6%; with 50% employer match about $82,304 at 4% or $54,869 at 6%; with 100% employer match about $61,728 at 4% or $41,152 at 6%. |