Civic Intelligence

Gwynn Financial Inc.

Plan context: Gwynn Financial Inc. 401(K) Plan

EIN 87-3137688 • 5 filings • 1 plans

Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$62,581

2025 Contributions

$1,031

Historical Graphs

Total Assets Over Time

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

$138,784$69,392$0202120232024YearValue
$62,581Latest year 2024

Participants Over Time

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

210202120232024YearValue
2Latest year 2024

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-
Gwynn Financial Inc. 401(K) Plan-0---
202412$62,581$0-
Gwynn Financial Inc. 401(K) Plan-2$62,581--
202312$82,413$1,031$516iApproximate average salary by contribution assumption: employee only about $12,888 at 4% or $8,592 at 6%; with 50% employer match about $8,592 at 4% or $5,728 at 6%; with 100% employer match about $6,444 at 4% or $4,296 at 6%.
Gwynn Financial Inc. 401(K) Plan-2$82,413$1,031$516iApproximate average salary by contribution assumption: employee only about $12,888 at 4% or $8,592 at 6%; with 50% employer match about $8,592 at 4% or $5,728 at 6%; with 100% employer match about $6,444 at 4% or $4,296 at 6%.
202212$119,650$1,852$926iApproximate average salary by contribution assumption: employee only about $23,150 at 4% or $15,433 at 6%; with 50% employer match about $15,433 at 4% or $10,289 at 6%; with 100% employer match about $11,575 at 4% or $7,717 at 6%.
Gwynn Financial Inc. 401(K) Plan-2$119,650$1,852$926iApproximate average salary by contribution assumption: employee only about $23,150 at 4% or $15,433 at 6%; with 50% employer match about $15,433 at 4% or $10,289 at 6%; with 100% employer match about $11,575 at 4% or $7,717 at 6%.
202112$138,784$120,154$60,077iApproximate average salary by contribution assumption: employee only about $1,501,925 at 4% or $1,001,283 at 6%; with 50% employer match about $1,001,283 at 4% or $667,522 at 6%; with 100% employer match about $750,963 at 4% or $500,642 at 6%.
Gwynn Financial Inc. 401(K) Plan-2$138,784$120,154$60,077iApproximate average salary by contribution assumption: employee only about $1,501,925 at 4% or $1,001,283 at 6%; with 50% employer match about $1,001,283 at 4% or $667,522 at 6%; with 100% employer match about $750,963 at 4% or $500,642 at 6%.