Financial Investors of the South Inc.
Plan context: Financial Investors of the South Inc. 401K Plan
EIN 63-1026645 • 15 filings • 6 plans
Current Snapshot
Latest Year
2009
2009 Participants
121
2009 Assets
$2,315,617
2009 Contributions
$246,248
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 |
|---|---|---|---|---|---|
| 2009 | 1 | 0 | $0 | $246,248 | - |
| Financial Investors of the South Inc. 401K Plan | - | 0 | - | $246,248 | - |
| 2008 | 1 | 121 | $2,315,617 | $749,879 | $6,197iApproximate average salary by contribution assumption: employee only about $154,934 at 4% or $103,289 at 6%; with 50% employer match about $103,289 at 4% or $68,859 at 6%; with 100% employer match about $77,467 at 4% or $51,645 at 6%. |
| Financial Investors of the South Inc. 401K Plan | - | 121 | $2,315,617 | $749,879 | $6,197iApproximate average salary by contribution assumption: employee only about $154,934 at 4% or $103,289 at 6%; with 50% employer match about $103,289 at 4% or $68,859 at 6%; with 100% employer match about $77,467 at 4% or $51,645 at 6%. |
| 2007 | 3 | 141 | $2,687,119 | $1,077,498 | $7,642iApproximate average salary by contribution assumption: employee only about $191,046 at 4% or $127,364 at 6%; with 50% employer match about $127,364 at 4% or $84,909 at 6%; with 100% employer match about $95,523 at 4% or $63,682 at 6%. |
| Financial Investors of the South Inc. 401K Plan | - | 139 | $2,687,119 | $1,077,498 | $7,752iApproximate average salary by contribution assumption: employee only about $193,795 at 4% or $129,196 at 6%; with 50% employer match about $129,196 at 4% or $86,131 at 6%; with 100% employer match about $96,897 at 4% or $64,598 at 6%. |
| Financial Investors of the South Inc. 401K Plan | - | 141 | - | - | - |
| CAPITALSOUTH BANCORP | - | 141 | - | - | - |
| 2006 | 1 | 94 | $1,974,779 | $558,985 | $5,947iApproximate average salary by contribution assumption: employee only about $148,666 at 4% or $99,111 at 6%; with 50% employer match about $99,111 at 4% or $66,074 at 6%; with 100% employer match about $74,333 at 4% or $49,555 at 6%. |
| Financial Investors of the South Inc. 401K Plan | - | 94 | $1,974,779 | $558,985 | $5,947iApproximate average salary by contribution assumption: employee only about $148,666 at 4% or $99,111 at 6%; with 50% employer match about $99,111 at 4% or $66,074 at 6%; with 100% employer match about $74,333 at 4% or $49,555 at 6%. |
| 2005 | 3 | 115 | $1,442,305 | $292,412 | $2,543iApproximate average salary by contribution assumption: employee only about $63,568 at 4% or $42,379 at 6%; with 50% employer match about $42,379 at 4% or $28,252 at 6%; with 100% employer match about $31,784 at 4% or $21,189 at 6%. |
| Financial Investors of the South Inc. 401K Plan | - | 74 | $1,442,305 | $292,412 | $3,952iApproximate average salary by contribution assumption: employee only about $98,788 at 4% or $65,859 at 6%; with 50% employer match about $65,859 at 4% or $43,906 at 6%; with 100% employer match about $49,394 at 4% or $32,929 at 6%. |
| Financial Investors of the South Inc. 401K Plan | - | 115 | - | - | - |
| CAPITALSOUTH BANCORP | - | 115 | - | - | - |
| 2004 | 1 | 63 | $1,118,426 | $232,002 | $3,683iApproximate average salary by contribution assumption: employee only about $92,064 at 4% or $61,376 at 6%; with 50% employer match about $61,376 at 4% or $40,917 at 6%; with 100% employer match about $46,032 at 4% or $30,688 at 6%. |
| Financial Investors of the South Inc. 401K Plan | - | 63 | $1,118,426 | $232,002 | $3,683iApproximate average salary by contribution assumption: employee only about $92,064 at 4% or $61,376 at 6%; with 50% employer match about $61,376 at 4% or $40,917 at 6%; with 100% employer match about $46,032 at 4% or $30,688 at 6%. |
| 2003 | 1 | 53 | $891,753 | $230,065 | $4,341iApproximate average salary by contribution assumption: employee only about $108,521 at 4% or $72,347 at 6%; with 50% employer match about $72,347 at 4% or $48,232 at 6%; with 100% employer match about $54,261 at 4% or $36,174 at 6%. |
| Financial Investors of the South Inc. 401K Plan | - | 53 | $891,753 | $230,065 | $4,341iApproximate average salary by contribution assumption: employee only about $108,521 at 4% or $72,347 at 6%; with 50% employer match about $72,347 at 4% or $48,232 at 6%; with 100% employer match about $54,261 at 4% or $36,174 at 6%. |
| 2002 | 1 | 46 | $561,677 | $194,226 | $4,222iApproximate average salary by contribution assumption: employee only about $105,558 at 4% or $70,372 at 6%; with 50% employer match about $70,372 at 4% or $46,914 at 6%; with 100% employer match about $52,779 at 4% or $35,186 at 6%. |
| Financial Investors of the South Inc. 401K Plan | - | 46 | $561,677 | $194,226 | $4,222iApproximate average salary by contribution assumption: employee only about $105,558 at 4% or $70,372 at 6%; with 50% employer match about $70,372 at 4% or $46,914 at 6%; with 100% employer match about $52,779 at 4% or $35,186 at 6%. |
| 2001 | 1 | 41 | $589,686 | $222,079 | $5,417iApproximate average salary by contribution assumption: employee only about $135,414 at 4% or $90,276 at 6%; with 50% employer match about $90,276 at 4% or $60,184 at 6%; with 100% employer match about $67,707 at 4% or $45,138 at 6%. |
| Financial Investors of the South Inc. 401K Plan | - | 41 | $589,686 | $222,079 | $5,417iApproximate average salary by contribution assumption: employee only about $135,414 at 4% or $90,276 at 6%; with 50% employer match about $90,276 at 4% or $60,184 at 6%; with 100% employer match about $67,707 at 4% or $45,138 at 6%. |
| 2000 | 1 | 53 | $575,063 | $203,651 | $3,842iApproximate average salary by contribution assumption: employee only about $96,062 at 4% or $64,041 at 6%; with 50% employer match about $64,041 at 4% or $42,694 at 6%; with 100% employer match about $48,031 at 4% or $32,021 at 6%. |
| Financial Investors of the South Inc. 401K Plan | - | 53 | $575,063 | $203,651 | $3,842iApproximate average salary by contribution assumption: employee only about $96,062 at 4% or $64,041 at 6%; with 50% employer match about $64,041 at 4% or $42,694 at 6%; with 100% employer match about $48,031 at 4% or $32,021 at 6%. |
| 1999 | 1 | 49 | $814,425 | $227,767 | $4,648iApproximate average salary by contribution assumption: employee only about $116,208 at 4% or $77,472 at 6%; with 50% employer match about $77,472 at 4% or $51,648 at 6%; with 100% employer match about $58,104 at 4% or $38,736 at 6%. |
| Financial Investors of the South Inc. 401K Plan | - | 49 | $814,425 | $227,767 | $4,648iApproximate average salary by contribution assumption: employee only about $116,208 at 4% or $77,472 at 6%; with 50% employer match about $77,472 at 4% or $51,648 at 6%; with 100% employer match about $58,104 at 4% or $38,736 at 6%. |