Civic Intelligence

Accord Financial Inc.

Plan context: Accord Financial Inc. Retirement Savings Plan

EIN 98-0130146 • Greenville, SC • 15 filings • 3 plans

75 Beattie Place, Suite 910Greenville, SC 29601
Current Snapshot

Latest Year

2024

2024 Participants

34

2024 Assets

$5,151,498

2024 Contributions

$435,012

Historical Graphs

Total Assets Over Time

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

$7,260,601$3,630,301$0201020172024YearValue
$5,151,498Latest year 2024

Participants Over Time

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

49250201020172024YearValue
34Latest 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
2024134$5,151,498$435,012$12,794iApproximate average salary by contribution assumption: employee only about $319,862 at 4% or $213,241 at 6%; with 50% employer match about $213,241 at 4% or $142,161 at 6%; with 100% employer match about $159,931 at 4% or $106,621 at 6%.
Accord Financial Inc. Retirement Savings Plan-34$5,151,498$435,012$12,794iApproximate average salary by contribution assumption: employee only about $319,862 at 4% or $213,241 at 6%; with 50% employer match about $213,241 at 4% or $142,161 at 6%; with 100% employer match about $159,931 at 4% or $106,621 at 6%.
2023146$4,689,977$535,829$11,648iApproximate average salary by contribution assumption: employee only about $291,211 at 4% or $194,141 at 6%; with 50% employer match about $194,141 at 4% or $129,427 at 6%; with 100% employer match about $145,606 at 4% or $97,070 at 6%.
Accord Financial Inc. Retirement Savings Plan-46$4,689,977$535,829$11,648iApproximate average salary by contribution assumption: employee only about $291,211 at 4% or $194,141 at 6%; with 50% employer match about $194,141 at 4% or $129,427 at 6%; with 100% employer match about $145,606 at 4% or $97,070 at 6%.
2022143$5,394,766$461,983$10,744iApproximate average salary by contribution assumption: employee only about $268,595 at 4% or $179,063 at 6%; with 50% employer match about $179,063 at 4% or $119,375 at 6%; with 100% employer match about $134,297 at 4% or $89,532 at 6%.
Accord Financial Inc. Retirement Savings Plan-43$5,394,766$461,983$10,744iApproximate average salary by contribution assumption: employee only about $268,595 at 4% or $179,063 at 6%; with 50% employer match about $179,063 at 4% or $119,375 at 6%; with 100% employer match about $134,297 at 4% or $89,532 at 6%.
2021145$7,164,533$506,521$11,256iApproximate average salary by contribution assumption: employee only about $281,401 at 4% or $187,600 at 6%; with 50% employer match about $187,600 at 4% or $125,067 at 6%; with 100% employer match about $140,700 at 4% or $93,800 at 6%.
Accord Financial Inc. Retirement Savings Plan-45$7,164,533$506,521$11,256iApproximate average salary by contribution assumption: employee only about $281,401 at 4% or $187,600 at 6%; with 50% employer match about $187,600 at 4% or $125,067 at 6%; with 100% employer match about $140,700 at 4% or $93,800 at 6%.
2020149$7,260,601$374,726$7,647iApproximate average salary by contribution assumption: employee only about $191,187 at 4% or $127,458 at 6%; with 50% employer match about $127,458 at 4% or $84,972 at 6%; with 100% employer match about $95,593 at 4% or $63,729 at 6%.
Accord Financial Inc. Retirement Savings Plan-49$7,260,601$374,726$7,647iApproximate average salary by contribution assumption: employee only about $191,187 at 4% or $127,458 at 6%; with 50% employer match about $127,458 at 4% or $84,972 at 6%; with 100% employer match about $95,593 at 4% or $63,729 at 6%.
2019128$3,515,139$251,346$8,977iApproximate average salary by contribution assumption: employee only about $224,416 at 4% or $149,611 at 6%; with 50% employer match about $149,611 at 4% or $99,740 at 6%; with 100% employer match about $112,208 at 4% or $74,805 at 6%.
Accord Financial Inc. Retirement Savings Plan-28$3,515,139$251,346$8,977iApproximate average salary by contribution assumption: employee only about $224,416 at 4% or $149,611 at 6%; with 50% employer match about $149,611 at 4% or $99,740 at 6%; with 100% employer match about $112,208 at 4% or $74,805 at 6%.
2018126$2,800,854$215,620$8,293iApproximate average salary by contribution assumption: employee only about $207,327 at 4% or $138,218 at 6%; with 50% employer match about $138,218 at 4% or $92,145 at 6%; with 100% employer match about $103,663 at 4% or $69,109 at 6%.
Accord Financial Inc. Retirement Savings Plan-26$2,800,854$215,620$8,293iApproximate average salary by contribution assumption: employee only about $207,327 at 4% or $138,218 at 6%; with 50% employer match about $138,218 at 4% or $92,145 at 6%; with 100% employer match about $103,663 at 4% or $69,109 at 6%.
2017123$3,388,099$247,426$10,758iApproximate average salary by contribution assumption: employee only about $268,941 at 4% or $179,294 at 6%; with 50% employer match about $179,294 at 4% or $119,529 at 6%; with 100% employer match about $134,471 at 4% or $89,647 at 6%.
Accord Financial Inc. Retirement Savings Plan-23$3,388,099$247,426$10,758iApproximate average salary by contribution assumption: employee only about $268,941 at 4% or $179,294 at 6%; with 50% employer match about $179,294 at 4% or $119,529 at 6%; with 100% employer match about $134,471 at 4% or $89,647 at 6%.
2016122$2,755,456$221,924$10,087iApproximate average salary by contribution assumption: employee only about $252,186 at 4% or $168,124 at 6%; with 50% employer match about $168,124 at 4% or $112,083 at 6%; with 100% employer match about $126,093 at 4% or $84,062 at 6%.
Accord Financial Inc. Retirement Savings Plan-22$2,755,456$221,924$10,087iApproximate average salary by contribution assumption: employee only about $252,186 at 4% or $168,124 at 6%; with 50% employer match about $168,124 at 4% or $112,083 at 6%; with 100% employer match about $126,093 at 4% or $84,062 at 6%.
2015120$2,380,327$204,194$10,210iApproximate average salary by contribution assumption: employee only about $255,243 at 4% or $170,162 at 6%; with 50% employer match about $170,162 at 4% or $113,441 at 6%; with 100% employer match about $127,621 at 4% or $85,081 at 6%.
Accord Financial Inc. Retirement Savings Plan-20$2,380,327$204,194$10,210iApproximate average salary by contribution assumption: employee only about $255,243 at 4% or $170,162 at 6%; with 50% employer match about $170,162 at 4% or $113,441 at 6%; with 100% employer match about $127,621 at 4% or $85,081 at 6%.
2014120$2,260,745$167,872$8,394iApproximate average salary by contribution assumption: employee only about $209,840 at 4% or $139,893 at 6%; with 50% employer match about $139,893 at 4% or $93,262 at 6%; with 100% employer match about $104,920 at 4% or $69,947 at 6%.
Accord Financial Inc. Retirement Savings Plan-20$2,260,745$167,872$8,394iApproximate average salary by contribution assumption: employee only about $209,840 at 4% or $139,893 at 6%; with 50% employer match about $139,893 at 4% or $93,262 at 6%; with 100% employer match about $104,920 at 4% or $69,947 at 6%.
2013117$2,010,640$143,278$8,428iApproximate average salary by contribution assumption: employee only about $210,703 at 4% or $140,469 at 6%; with 50% employer match about $140,469 at 4% or $93,646 at 6%; with 100% employer match about $105,351 at 4% or $70,234 at 6%.
Accord Financial Inc. Retirement Savings Plan-17$2,010,640$143,278$8,428iApproximate average salary by contribution assumption: employee only about $210,703 at 4% or $140,469 at 6%; with 50% employer match about $140,469 at 4% or $93,646 at 6%; with 100% employer match about $105,351 at 4% or $70,234 at 6%.
2012116$1,632,542$139,493$8,718iApproximate average salary by contribution assumption: employee only about $217,958 at 4% or $145,305 at 6%; with 50% employer match about $145,305 at 4% or $96,870 at 6%; with 100% employer match about $108,979 at 4% or $72,653 at 6%.
Accord Financial Inc. Retirement Savings Plan-16$1,632,542$139,493$8,718iApproximate average salary by contribution assumption: employee only about $217,958 at 4% or $145,305 at 6%; with 50% employer match about $145,305 at 4% or $96,870 at 6%; with 100% employer match about $108,979 at 4% or $72,653 at 6%.
2011117$1,346,813$142,931$8,408iApproximate average salary by contribution assumption: employee only about $210,193 at 4% or $140,128 at 6%; with 50% employer match about $140,128 at 4% or $93,419 at 6%; with 100% employer match about $105,096 at 4% or $70,064 at 6%.
Accord Financial Inc. Retirement Savings Plan-17$1,346,813$142,931$8,408iApproximate average salary by contribution assumption: employee only about $210,193 at 4% or $140,128 at 6%; with 50% employer match about $140,128 at 4% or $93,419 at 6%; with 100% employer match about $105,096 at 4% or $70,064 at 6%.
2010117$1,283,357$141,302$8,312iApproximate average salary by contribution assumption: employee only about $207,797 at 4% or $138,531 at 6%; with 50% employer match about $138,531 at 4% or $92,354 at 6%; with 100% employer match about $103,899 at 4% or $69,266 at 6%.
Accord Financial Inc. Retirement Savings Plan-17$1,283,357$141,302$8,312iApproximate average salary by contribution assumption: employee only about $207,797 at 4% or $138,531 at 6%; with 50% employer match about $138,531 at 4% or $92,354 at 6%; with 100% employer match about $103,899 at 4% or $69,266 at 6%.