Civic Intelligence

Founders Inc.

Plan context: Insurance Brokerage Exchange 401(K) Profit Sharing Plan

EIN 62-1081508 • Rock Hill, SC • 18 filings • 2 plans

1770 India Hook RoadRock Hill, SC 29732
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$912,169

2025 Contributions

$7,561

Historical Graphs

Total Assets Over Time

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

$1,459,042$729,521$0201620202024YearValue
$912,169Latest year 2024

Participants Over Time

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

630201620202024YearValue
6Latest 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
202510$0$7,561-
Insurance Brokerage Exchange 401(K) Profit Sharing Plan-0$0$7,561-
202416$912,169$37,260$6,210iApproximate average salary by contribution assumption: employee only about $155,250 at 4% or $103,500 at 6%; with 50% employer match about $103,500 at 4% or $69,000 at 6%; with 100% employer match about $77,625 at 4% or $51,750 at 6%.
Insurance Brokerage Exchange 401(K) Profit Sharing Plan-6$912,169$37,260$6,210iApproximate average salary by contribution assumption: employee only about $155,250 at 4% or $103,500 at 6%; with 50% employer match about $103,500 at 4% or $69,000 at 6%; with 100% employer match about $77,625 at 4% or $51,750 at 6%.
202326$795,669$77,179$12,863iApproximate average salary by contribution assumption: employee only about $321,579 at 4% or $214,386 at 6%; with 50% employer match about $214,386 at 4% or $142,924 at 6%; with 100% employer match about $160,790 at 4% or $107,193 at 6%.
Insurance Brokerage Exchange 401(K) Profit Sharing Plan-6$795,669$77,179$12,863iApproximate average salary by contribution assumption: employee only about $321,579 at 4% or $214,386 at 6%; with 50% employer match about $214,386 at 4% or $142,924 at 6%; with 100% employer match about $160,790 at 4% or $107,193 at 6%.
INSURANCE BROKERAGE EXCHANGE CASH BALANCE PLAN-0$0$0-
202226$1,378,936$165,226$27,538iApproximate average salary by contribution assumption: employee only about $688,442 at 4% or $458,961 at 6%; with 50% employer match about $458,961 at 4% or $305,974 at 6%; with 100% employer match about $344,221 at 4% or $229,481 at 6%.
INSURANCE BROKERAGE EXCHANGE CASH BALANCE PLAN-3$759,480$62,433$20,811iApproximate average salary by contribution assumption: employee only about $520,275 at 4% or $346,850 at 6%; with 50% employer match about $346,850 at 4% or $231,233 at 6%; with 100% employer match about $260,138 at 4% or $173,425 at 6%.
Insurance Brokerage Exchange 401(K) Profit Sharing Plan-6$619,456$102,793$17,132iApproximate average salary by contribution assumption: employee only about $428,304 at 4% or $285,536 at 6%; with 50% employer match about $285,536 at 4% or $190,357 at 6%; with 100% employer match about $214,152 at 4% or $142,768 at 6%.
202126$1,459,042$239,007$39,835iApproximate average salary by contribution assumption: employee only about $995,863 at 4% or $663,908 at 6%; with 50% employer match about $663,908 at 4% or $442,606 at 6%; with 100% employer match about $497,931 at 4% or $331,954 at 6%.
INSURANCE BROKERAGE EXCHANGE CASH BALANCE PLAN-3$831,045$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Insurance Brokerage Exchange 401(K) Profit Sharing Plan-6$627,997$139,007$23,168iApproximate average salary by contribution assumption: employee only about $579,196 at 4% or $386,131 at 6%; with 50% employer match about $386,131 at 4% or $257,420 at 6%; with 100% employer match about $289,598 at 4% or $193,065 at 6%.
202026$1,089,096$225,507$37,585iApproximate average salary by contribution assumption: employee only about $939,613 at 4% or $626,408 at 6%; with 50% employer match about $626,408 at 4% or $417,606 at 6%; with 100% employer match about $469,806 at 4% or $313,204 at 6%.
INSURANCE BROKERAGE EXCHANGE CASH BALANCE PLAN-3$659,531$120,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Insurance Brokerage Exchange 401(K) Profit Sharing Plan-6$429,565$105,507$17,585iApproximate average salary by contribution assumption: employee only about $439,613 at 4% or $293,075 at 6%; with 50% employer match about $293,075 at 4% or $195,383 at 6%; with 100% employer match about $219,806 at 4% or $146,538 at 6%.
201924$744,212$99,864$24,966iApproximate average salary by contribution assumption: employee only about $624,150 at 4% or $416,100 at 6%; with 50% employer match about $416,100 at 4% or $277,400 at 6%; with 100% employer match about $312,075 at 4% or $208,050 at 6%.
INSURANCE BROKERAGE EXCHANGE CASH BALANCE PLAN-3$472,736--
Insurance Brokerage Exchange 401(K) Profit Sharing Plan-4$271,476$99,864$24,966iApproximate average salary by contribution assumption: employee only about $624,150 at 4% or $416,100 at 6%; with 50% employer match about $416,100 at 4% or $277,400 at 6%; with 100% employer match about $312,075 at 4% or $208,050 at 6%.
201824$547,087$271,342$67,836iApproximate average salary by contribution assumption: employee only about $1,695,888 at 4% or $1,130,592 at 6%; with 50% employer match about $1,130,592 at 4% or $753,728 at 6%; with 100% employer match about $847,944 at 4% or $565,296 at 6%.
INSURANCE BROKERAGE EXCHANGE CASH BALANCE PLAN-2$411,042$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Insurance Brokerage Exchange 401(K) Profit Sharing Plan-4$136,045$71,342$17,836iApproximate average salary by contribution assumption: employee only about $445,888 at 4% or $297,258 at 6%; with 50% employer match about $297,258 at 4% or $198,172 at 6%; with 100% employer match about $222,944 at 4% or $148,629 at 6%.
201723$287,051$149,858$49,953iApproximate average salary by contribution assumption: employee only about $1,248,817 at 4% or $832,544 at 6%; with 50% employer match about $832,544 at 4% or $555,030 at 6%; with 100% employer match about $624,408 at 4% or $416,272 at 6%.
INSURANCE BROKERAGE EXCHANGE CASH BALANCE PLAN-2$213,597$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Insurance Brokerage Exchange 401(K) Profit Sharing Plan-3$73,454$49,858$16,619iApproximate average salary by contribution assumption: employee only about $415,483 at 4% or $276,989 at 6%; with 50% employer match about $276,989 at 4% or $184,659 at 6%; with 100% employer match about $207,742 at 4% or $138,494 at 6%.
201622$120,000$120,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
INSURANCE BROKERAGE EXCHANGE CASH BALANCE PLAN-2$100,000$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Insurance Brokerage Exchange 401(K) Profit Sharing Plan-2$20,000$20,000$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%.