Civic Intelligence

DIVERSIFIED ESTATE SOLUTIONS

Plan context: DIVERSIFIED ESTATE SOLUTIONS

EIN 84-3188838 • Raleigh, NC • 4 filings • 1 plans

4101 Lake Boone TrailSte 120Raleigh, NC 27607
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$230,757

2025 Contributions

$107,823

Historical Graphs

Total Assets Over Time

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

$230,757$115,379$0202120222023YearValue
$230,757Latest year 2023

Participants Over Time

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

320202120222023YearValue
3Latest year 2023

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$0-
DIVERSIFIED ESTATE SOLUTIONS-0$0--
202313$230,757$107,823$35,941iApproximate average salary by contribution assumption: employee only about $898,525 at 4% or $599,017 at 6%; with 50% employer match about $599,017 at 4% or $399,344 at 6%; with 100% employer match about $449,263 at 4% or $299,508 at 6%.
DIVERSIFIED ESTATE SOLUTIONS-3$230,757$107,823$35,941iApproximate average salary by contribution assumption: employee only about $898,525 at 4% or $599,017 at 6%; with 50% employer match about $599,017 at 4% or $399,344 at 6%; with 100% employer match about $449,263 at 4% or $299,508 at 6%.
202213$91,315$70,503$23,501iApproximate average salary by contribution assumption: employee only about $587,525 at 4% or $391,683 at 6%; with 50% employer match about $391,683 at 4% or $261,122 at 6%; with 100% employer match about $293,763 at 4% or $195,842 at 6%.
DIVERSIFIED ESTATE SOLUTIONS-3$91,315$70,503$23,501iApproximate average salary by contribution assumption: employee only about $587,525 at 4% or $391,683 at 6%; with 50% employer match about $391,683 at 4% or $261,122 at 6%; with 100% employer match about $293,763 at 4% or $195,842 at 6%.
202112$35,477$34,778$17,389iApproximate average salary by contribution assumption: employee only about $434,725 at 4% or $289,817 at 6%; with 50% employer match about $289,817 at 4% or $193,211 at 6%; with 100% employer match about $217,363 at 4% or $144,908 at 6%.
DIVERSIFIED ESTATE SOLUTIONS-2$35,477$34,778$17,389iApproximate average salary by contribution assumption: employee only about $434,725 at 4% or $289,817 at 6%; with 50% employer match about $289,817 at 4% or $193,211 at 6%; with 100% employer match about $217,363 at 4% or $144,908 at 6%.