Civic Intelligence

MCBEE AVENUE WEALTH ADVISORS, LLC

Plan context: MCBEE AVENUE WEALTH ADVISORS 401(K) RETIREMENT PLAN

EIN 82-4450835 • Greenville, SC • 8 filings • 1 plans

501 E. Mcbee AvenueSuite 101Greenville, SC 29601
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$1,681,879

2025 Contributions

$195,037

Historical Graphs

Total Assets Over Time

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

$1,681,879$840,940$0201820222025YearValue
$1,681,879Latest year 2025

Participants Over Time

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

1470201820222025YearValue
12Latest year 2025

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
2025112$1,681,879$195,037$16,253iApproximate average salary by contribution assumption: employee only about $406,327 at 4% or $270,885 at 6%; with 50% employer match about $270,885 at 4% or $180,590 at 6%; with 100% employer match about $203,164 at 4% or $135,442 at 6%.
MCBEE AVENUE WEALTH ADVISORS 401(K) RETIREMENT PLAN-12$1,681,879$195,037$16,253iApproximate average salary by contribution assumption: employee only about $406,327 at 4% or $270,885 at 6%; with 50% employer match about $270,885 at 4% or $180,590 at 6%; with 100% employer match about $203,164 at 4% or $135,442 at 6%.
2024114$1,354,866$197,982$14,142iApproximate average salary by contribution assumption: employee only about $353,539 at 4% or $235,693 at 6%; with 50% employer match about $235,693 at 4% or $157,129 at 6%; with 100% employer match about $176,770 at 4% or $117,846 at 6%.
MCBEE AVENUE WEALTH ADVISORS 401(K) RETIREMENT PLAN-14$1,354,866$197,982$14,142iApproximate average salary by contribution assumption: employee only about $353,539 at 4% or $235,693 at 6%; with 50% employer match about $235,693 at 4% or $157,129 at 6%; with 100% employer match about $176,770 at 4% or $117,846 at 6%.
2023112$1,032,742$190,876$15,906iApproximate average salary by contribution assumption: employee only about $397,658 at 4% or $265,106 at 6%; with 50% employer match about $265,106 at 4% or $176,737 at 6%; with 100% employer match about $198,829 at 4% or $132,553 at 6%.
MCBEE AVENUE WEALTH ADVISORS 401(K) RETIREMENT PLAN-12$1,032,742$190,876$15,906iApproximate average salary by contribution assumption: employee only about $397,658 at 4% or $265,106 at 6%; with 50% employer match about $265,106 at 4% or $176,737 at 6%; with 100% employer match about $198,829 at 4% or $132,553 at 6%.
2022111$736,066$203,482$18,498iApproximate average salary by contribution assumption: employee only about $462,459 at 4% or $308,306 at 6%; with 50% employer match about $308,306 at 4% or $205,537 at 6%; with 100% employer match about $231,230 at 4% or $154,153 at 6%.
MCBEE AVENUE WEALTH ADVISORS 401(K) RETIREMENT PLAN-11$736,066$203,482$18,498iApproximate average salary by contribution assumption: employee only about $462,459 at 4% or $308,306 at 6%; with 50% employer match about $308,306 at 4% or $205,537 at 6%; with 100% employer match about $231,230 at 4% or $154,153 at 6%.
202119$661,026$114,330$12,703iApproximate average salary by contribution assumption: employee only about $317,583 at 4% or $211,722 at 6%; with 50% employer match about $211,722 at 4% or $141,148 at 6%; with 100% employer match about $158,792 at 4% or $105,861 at 6%.
MCBEE AVENUE WEALTH ADVISORS 401(K) RETIREMENT PLAN-9$661,026$114,330$12,703iApproximate average salary by contribution assumption: employee only about $317,583 at 4% or $211,722 at 6%; with 50% employer match about $211,722 at 4% or $141,148 at 6%; with 100% employer match about $158,792 at 4% or $105,861 at 6%.
202017$466,775$84,605$12,086iApproximate average salary by contribution assumption: employee only about $302,161 at 4% or $201,440 at 6%; with 50% employer match about $201,440 at 4% or $134,294 at 6%; with 100% employer match about $151,080 at 4% or $100,720 at 6%.
MCBEE AVENUE WEALTH ADVISORS 401(K) RETIREMENT PLAN-7$466,775$84,605$12,086iApproximate average salary by contribution assumption: employee only about $302,161 at 4% or $201,440 at 6%; with 50% employer match about $201,440 at 4% or $134,294 at 6%; with 100% employer match about $151,080 at 4% or $100,720 at 6%.
201915$327,156$75,857$15,171iApproximate average salary by contribution assumption: employee only about $379,285 at 4% or $252,857 at 6%; with 50% employer match about $252,857 at 4% or $168,571 at 6%; with 100% employer match about $189,643 at 4% or $126,428 at 6%.
MCBEE AVENUE WEALTH ADVISORS 401(K) RETIREMENT PLAN-5$327,156$75,857$15,171iApproximate average salary by contribution assumption: employee only about $379,285 at 4% or $252,857 at 6%; with 50% employer match about $252,857 at 4% or $168,571 at 6%; with 100% employer match about $189,643 at 4% or $126,428 at 6%.
201814$203,432$38,938$9,735iApproximate average salary by contribution assumption: employee only about $243,363 at 4% or $162,242 at 6%; with 50% employer match about $162,242 at 4% or $108,161 at 6%; with 100% employer match about $121,681 at 4% or $81,121 at 6%.
MCBEE AVENUE WEALTH ADVISORS 401(K) RETIREMENT PLAN-4$203,432$38,938$9,735iApproximate average salary by contribution assumption: employee only about $243,363 at 4% or $162,242 at 6%; with 50% employer match about $162,242 at 4% or $108,161 at 6%; with 100% employer match about $121,681 at 4% or $81,121 at 6%.