Civic Intelligence

Claycomb Wealth Management

Plan context: Claycomb Wealth Management 401(K) Plan

EIN 61-1359813 • Orlando, FL • 12 filings • 1 plans

5950 Hazeltine National Dr Ste 620Orlando, FL 32822
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,327,332

2024 Contributions

$118,651

Historical Graphs

Total Assets Over Time

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

$1,327,332$663,666$0201320192024YearValue
$1,327,332Latest year 2024

Participants Over Time

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

630201320192024YearValue
4Latest year 2024

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
202414$1,327,332$118,651$29,663iApproximate average salary by contribution assumption: employee only about $741,569 at 4% or $494,379 at 6%; with 50% employer match about $494,379 at 4% or $329,586 at 6%; with 100% employer match about $370,784 at 4% or $247,190 at 6%.
Claycomb Wealth Management 401(K) Plan-4$1,327,332$118,651$29,663iApproximate average salary by contribution assumption: employee only about $741,569 at 4% or $494,379 at 6%; with 50% employer match about $494,379 at 4% or $329,586 at 6%; with 100% employer match about $370,784 at 4% or $247,190 at 6%.
202315$998,320$114,759$22,952iApproximate average salary by contribution assumption: employee only about $573,795 at 4% or $382,530 at 6%; with 50% employer match about $382,530 at 4% or $255,020 at 6%; with 100% employer match about $286,898 at 4% or $191,265 at 6%.
Claycomb Wealth Management 401(K) Plan-5$998,320$114,759$22,952iApproximate average salary by contribution assumption: employee only about $573,795 at 4% or $382,530 at 6%; with 50% employer match about $382,530 at 4% or $255,020 at 6%; with 100% employer match about $286,898 at 4% or $191,265 at 6%.
202216$762,186$99,845$16,641iApproximate average salary by contribution assumption: employee only about $416,021 at 4% or $277,347 at 6%; with 50% employer match about $277,347 at 4% or $184,898 at 6%; with 100% employer match about $208,010 at 4% or $138,674 at 6%.
Claycomb Wealth Management 401(K) Plan-6$762,186$99,845$16,641iApproximate average salary by contribution assumption: employee only about $416,021 at 4% or $277,347 at 6%; with 50% employer match about $277,347 at 4% or $184,898 at 6%; with 100% employer match about $208,010 at 4% or $138,674 at 6%.
202115$943,579$72,746$14,549iApproximate average salary by contribution assumption: employee only about $363,730 at 4% or $242,487 at 6%; with 50% employer match about $242,487 at 4% or $161,658 at 6%; with 100% employer match about $181,865 at 4% or $121,243 at 6%.
Claycomb Wealth Management 401(K) Plan-5$943,579$72,746$14,549iApproximate average salary by contribution assumption: employee only about $363,730 at 4% or $242,487 at 6%; with 50% employer match about $242,487 at 4% or $161,658 at 6%; with 100% employer match about $181,865 at 4% or $121,243 at 6%.
202015$905,567$83,199$16,640iApproximate average salary by contribution assumption: employee only about $415,995 at 4% or $277,330 at 6%; with 50% employer match about $277,330 at 4% or $184,887 at 6%; with 100% employer match about $207,998 at 4% or $138,665 at 6%.
Claycomb Wealth Management 401(K) Plan-5$905,567$83,199$16,640iApproximate average salary by contribution assumption: employee only about $415,995 at 4% or $277,330 at 6%; with 50% employer match about $277,330 at 4% or $184,887 at 6%; with 100% employer match about $207,998 at 4% or $138,665 at 6%.
201914$640,787$72,634$18,159iApproximate average salary by contribution assumption: employee only about $453,963 at 4% or $302,642 at 6%; with 50% employer match about $302,642 at 4% or $201,761 at 6%; with 100% employer match about $226,981 at 4% or $151,321 at 6%.
Claycomb Wealth Management 401(K) Plan-4$640,787$72,634$18,159iApproximate average salary by contribution assumption: employee only about $453,963 at 4% or $302,642 at 6%; with 50% employer match about $302,642 at 4% or $201,761 at 6%; with 100% employer match about $226,981 at 4% or $151,321 at 6%.
201815$434,762$90,097$18,019iApproximate average salary by contribution assumption: employee only about $450,485 at 4% or $300,323 at 6%; with 50% employer match about $300,323 at 4% or $200,216 at 6%; with 100% employer match about $225,243 at 4% or $150,162 at 6%.
Claycomb Wealth Management 401(K) Plan-5$434,762$90,097$18,019iApproximate average salary by contribution assumption: employee only about $450,485 at 4% or $300,323 at 6%; with 50% employer match about $300,323 at 4% or $200,216 at 6%; with 100% employer match about $225,243 at 4% or $150,162 at 6%.
201713$374,856$73,373$24,458iApproximate average salary by contribution assumption: employee only about $611,442 at 4% or $407,628 at 6%; with 50% employer match about $407,628 at 4% or $271,752 at 6%; with 100% employer match about $305,721 at 4% or $203,814 at 6%.
Claycomb Wealth Management 401(K) Plan-3$374,856$73,373$24,458iApproximate average salary by contribution assumption: employee only about $611,442 at 4% or $407,628 at 6%; with 50% employer match about $407,628 at 4% or $271,752 at 6%; with 100% employer match about $305,721 at 4% or $203,814 at 6%.
201613$262,471$33,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
Claycomb Wealth Management 401(K) Plan-3$262,471$33,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
201513$214,117$56,000$18,667iApproximate average salary by contribution assumption: employee only about $466,667 at 4% or $311,111 at 6%; with 50% employer match about $311,111 at 4% or $207,407 at 6%; with 100% employer match about $233,333 at 4% or $155,556 at 6%.
Claycomb Wealth Management 401(K) Plan-3$214,117$56,000$18,667iApproximate average salary by contribution assumption: employee only about $466,667 at 4% or $311,111 at 6%; with 50% employer match about $311,111 at 4% or $207,407 at 6%; with 100% employer match about $233,333 at 4% or $155,556 at 6%.
201413$158,637$74,832$24,944iApproximate average salary by contribution assumption: employee only about $623,600 at 4% or $415,733 at 6%; with 50% employer match about $415,733 at 4% or $277,156 at 6%; with 100% employer match about $311,800 at 4% or $207,867 at 6%.
Claycomb Wealth Management 401(K) Plan-3$158,637$74,832$24,944iApproximate average salary by contribution assumption: employee only about $623,600 at 4% or $415,733 at 6%; with 50% employer match about $415,733 at 4% or $277,156 at 6%; with 100% employer match about $311,800 at 4% or $207,867 at 6%.
201313$77,008$77,007$25,669iApproximate average salary by contribution assumption: employee only about $641,725 at 4% or $427,817 at 6%; with 50% employer match about $427,817 at 4% or $285,211 at 6%; with 100% employer match about $320,863 at 4% or $213,908 at 6%.
Claycomb Wealth Management 401(K) Plan-3$77,008$77,007$25,669iApproximate average salary by contribution assumption: employee only about $641,725 at 4% or $427,817 at 6%; with 50% employer match about $427,817 at 4% or $285,211 at 6%; with 100% employer match about $320,863 at 4% or $213,908 at 6%.