SOUTHEAST COMPLETE WEALTH MANAGEMENT, INC.
Plan context: SOUTHEAST COMPLETE WEALTH MANAGEMENT, INC. 401(K) PLAN
EIN 81-1326529 • Athens, TN • 1 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$606,633
2025 Contributions
$122,253
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $606,633 | $122,253 | $40,751iApproximate average salary by contribution assumption: employee only about $1,018,775 at 4% or $679,183 at 6%; with 50% employer match about $679,183 at 4% or $452,789 at 6%; with 100% employer match about $509,388 at 4% or $339,592 at 6%. |
| SOUTHEAST COMPLETE WEALTH MANAGEMENT, INC. 401(K) PLAN | - | 3 | $606,633 | $122,253 | $40,751iApproximate average salary by contribution assumption: employee only about $1,018,775 at 4% or $679,183 at 6%; with 50% employer match about $679,183 at 4% or $452,789 at 6%; with 100% employer match about $509,388 at 4% or $339,592 at 6%. |