TRANSCEND BOOKKEEPING & FINANCE
Plan context: TRANSCEND BOOKKEEPING & FINANCE 401(K) PLAN
EIN 84-3224172 • Wilmington, NC • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$230,047
2025 Contributions
$64,991
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 | 6 | $230,047 | $64,991 | $10,832iApproximate average salary by contribution assumption: employee only about $270,796 at 4% or $180,531 at 6%; with 50% employer match about $180,531 at 4% or $120,354 at 6%; with 100% employer match about $135,398 at 4% or $90,265 at 6%. |
| TRANSCEND BOOKKEEPING & FINANCE 401(K) PLAN | - | 6 | $230,047 | $64,991 | $10,832iApproximate average salary by contribution assumption: employee only about $270,796 at 4% or $180,531 at 6%; with 50% employer match about $180,531 at 4% or $120,354 at 6%; with 100% employer match about $135,398 at 4% or $90,265 at 6%. |
| 2024 | 1 | 6 | $147,359 | $52,484 | $8,747iApproximate average salary by contribution assumption: employee only about $218,683 at 4% or $145,789 at 6%; with 50% employer match about $145,789 at 4% or $97,193 at 6%; with 100% employer match about $109,342 at 4% or $72,894 at 6%. |
| TRANSCEND BOOKKEEPING & FINANCE 401(K) PLAN | - | 6 | $147,359 | $52,484 | $8,747iApproximate average salary by contribution assumption: employee only about $218,683 at 4% or $145,789 at 6%; with 50% employer match about $145,789 at 4% or $97,193 at 6%; with 100% employer match about $109,342 at 4% or $72,894 at 6%. |
| 2023 | 1 | 5 | $89,014 | $44,969 | $8,994iApproximate average salary by contribution assumption: employee only about $224,845 at 4% or $149,897 at 6%; with 50% employer match about $149,897 at 4% or $99,931 at 6%; with 100% employer match about $112,422 at 4% or $74,948 at 6%. |
| TRANSCEND BOOKKEEPING & FINANCE 401(K) PLAN | - | 5 | $89,014 | $44,969 | $8,994iApproximate average salary by contribution assumption: employee only about $224,845 at 4% or $149,897 at 6%; with 50% employer match about $149,897 at 4% or $99,931 at 6%; with 100% employer match about $112,422 at 4% or $74,948 at 6%. |
| 2022 | 1 | 5 | $40,458 | $43,955 | $8,791iApproximate average salary by contribution assumption: employee only about $219,775 at 4% or $146,517 at 6%; with 50% employer match about $146,517 at 4% or $97,678 at 6%; with 100% employer match about $109,888 at 4% or $73,258 at 6%. |
| TRANSCEND BOOKKEEPING & FINANCE 401(K) PLAN | - | 5 | $40,458 | $43,955 | $8,791iApproximate average salary by contribution assumption: employee only about $219,775 at 4% or $146,517 at 6%; with 50% employer match about $146,517 at 4% or $97,678 at 6%; with 100% employer match about $109,888 at 4% or $73,258 at 6%. |
| 2021 | 1 | 5 | $14,459 | $14,254 | $2,851iApproximate average salary by contribution assumption: employee only about $71,270 at 4% or $47,513 at 6%; with 50% employer match about $47,513 at 4% or $31,676 at 6%; with 100% employer match about $35,635 at 4% or $23,757 at 6%. |
| TRANSCEND BOOKKEEPING & FINANCE 401(K) PLAN | - | 5 | $14,459 | $14,254 | $2,851iApproximate average salary by contribution assumption: employee only about $71,270 at 4% or $47,513 at 6%; with 50% employer match about $47,513 at 4% or $31,676 at 6%; with 100% employer match about $35,635 at 4% or $23,757 at 6%. |