Civic Intelligence

Senior Financial Group Inc

Plan context: Senior Financial Group 401(K) Profit Sharing Plan & Trust

EIN 62-1466310 • Knoxville, TN • 9 filings • 3 plans

10201 Parkside Drive, Suite 100Knoxville, TN 37922
Current Snapshot

Latest Year

2024

2024 Participants

59

2024 Assets

$2,117,330

2024 Contributions

$503,451

Historical Graphs

Total Assets Over Time

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

$2,117,330$1,058,665$0201620202024YearValue
$2,117,330Latest year 2024

Participants Over Time

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

59300201620202024YearValue
59Latest 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
2024159$2,117,330$503,451$8,533iApproximate average salary by contribution assumption: employee only about $213,327 at 4% or $142,218 at 6%; with 50% employer match about $142,218 at 4% or $94,812 at 6%; with 100% employer match about $106,663 at 4% or $71,109 at 6%.
Senior Financial Group 401(K) Profit Sharing Plan & Trust-59$2,117,330$503,451$8,533iApproximate average salary by contribution assumption: employee only about $213,327 at 4% or $142,218 at 6%; with 50% employer match about $142,218 at 4% or $94,812 at 6%; with 100% employer match about $106,663 at 4% or $71,109 at 6%.
2023155$1,516,341$396,709$7,213iApproximate average salary by contribution assumption: employee only about $180,322 at 4% or $120,215 at 6%; with 50% employer match about $120,215 at 4% or $80,143 at 6%; with 100% employer match about $90,161 at 4% or $60,107 at 6%.
Senior Financial Group 401(K) Profit Sharing Plan & Trust-55$1,516,341$396,709$7,213iApproximate average salary by contribution assumption: employee only about $180,322 at 4% or $120,215 at 6%; with 50% employer match about $120,215 at 4% or $80,143 at 6%; with 100% employer match about $90,161 at 4% or $60,107 at 6%.
2022150$985,889$341,501$6,830iApproximate average salary by contribution assumption: employee only about $170,751 at 4% or $113,834 at 6%; with 50% employer match about $113,834 at 4% or $75,889 at 6%; with 100% employer match about $85,375 at 4% or $56,917 at 6%.
Senior Financial Group 401(K) Profit Sharing Plan & Trust-50$985,889$341,501$6,830iApproximate average salary by contribution assumption: employee only about $170,751 at 4% or $113,834 at 6%; with 50% employer match about $113,834 at 4% or $75,889 at 6%; with 100% employer match about $85,375 at 4% or $56,917 at 6%.
2021148$940,111$314,426$6,551iApproximate average salary by contribution assumption: employee only about $163,764 at 4% or $109,176 at 6%; with 50% employer match about $109,176 at 4% or $72,784 at 6%; with 100% employer match about $81,882 at 4% or $54,588 at 6%.
Senior Financial Group 401(K) Profit Sharing Plan & Trust-48$940,111$314,426$6,551iApproximate average salary by contribution assumption: employee only about $163,764 at 4% or $109,176 at 6%; with 50% employer match about $109,176 at 4% or $72,784 at 6%; with 100% employer match about $81,882 at 4% or $54,588 at 6%.
2020130$548,780$193,800$6,460iApproximate average salary by contribution assumption: employee only about $161,500 at 4% or $107,667 at 6%; with 50% employer match about $107,667 at 4% or $71,778 at 6%; with 100% employer match about $80,750 at 4% or $53,833 at 6%.
Senior Financial Group 401(K) Profit Sharing Plan & Trust-30$548,780$193,800$6,460iApproximate average salary by contribution assumption: employee only about $161,500 at 4% or $107,667 at 6%; with 50% employer match about $107,667 at 4% or $71,778 at 6%; with 100% employer match about $80,750 at 4% or $53,833 at 6%.
2019124$460,916$173,435$7,226iApproximate average salary by contribution assumption: employee only about $180,661 at 4% or $120,441 at 6%; with 50% employer match about $120,441 at 4% or $80,294 at 6%; with 100% employer match about $90,331 at 4% or $60,220 at 6%.
Senior Financial Group 401(K) Profit Sharing Plan & Trust-24$460,916$173,435$7,226iApproximate average salary by contribution assumption: employee only about $180,661 at 4% or $120,441 at 6%; with 50% employer match about $120,441 at 4% or $80,294 at 6%; with 100% employer match about $90,331 at 4% or $60,220 at 6%.
2018130$318,154$104,261$3,475iApproximate average salary by contribution assumption: employee only about $86,884 at 4% or $57,923 at 6%; with 50% employer match about $57,923 at 4% or $38,615 at 6%; with 100% employer match about $43,442 at 4% or $28,961 at 6%.
Senior Financial Group 401(K) Profit Sharing Plan & Trust-30$318,154$104,261$3,475iApproximate average salary by contribution assumption: employee only about $86,884 at 4% or $57,923 at 6%; with 50% employer match about $57,923 at 4% or $38,615 at 6%; with 100% employer match about $43,442 at 4% or $28,961 at 6%.
2017128$295,410$155,856$5,566iApproximate average salary by contribution assumption: employee only about $139,157 at 4% or $92,771 at 6%; with 50% employer match about $92,771 at 4% or $61,848 at 6%; with 100% employer match about $69,579 at 4% or $46,386 at 6%.
Senior Financial Group 401(K) Profit Sharing Plan & Trust-28$295,410$155,856$5,566iApproximate average salary by contribution assumption: employee only about $139,157 at 4% or $92,771 at 6%; with 50% employer match about $92,771 at 4% or $61,848 at 6%; with 100% employer match about $69,579 at 4% or $46,386 at 6%.
2016123$162,339$153,847$6,689iApproximate average salary by contribution assumption: employee only about $167,225 at 4% or $111,483 at 6%; with 50% employer match about $111,483 at 4% or $74,322 at 6%; with 100% employer match about $83,613 at 4% or $55,742 at 6%.
Senior Financial Group 401(K) Profit Sharing Plan & Trust-23$162,339$153,847$6,689iApproximate average salary by contribution assumption: employee only about $167,225 at 4% or $111,483 at 6%; with 50% employer match about $111,483 at 4% or $74,322 at 6%; with 100% employer match about $83,613 at 4% or $55,742 at 6%.