CAROLINA BLUE INSURANCE SERVICES, LLC
Plan context: PLANCENTRIC FINANCIAL GROUP 401(K) PLAN
EIN 99-4745189 • Charlotte, NC • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
13
2025 Assets
$1,610,119
2025 Contributions
$130,726
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 | 13 | $1,610,119 | $130,726 | $10,056iApproximate average salary by contribution assumption: employee only about $251,396 at 4% or $167,597 at 6%; with 50% employer match about $167,597 at 4% or $111,732 at 6%; with 100% employer match about $125,698 at 4% or $83,799 at 6%. |
| PLANCENTRIC FINANCIAL GROUP 401(K) PLAN | - | 13 | $1,610,119 | $130,726 | $10,056iApproximate average salary by contribution assumption: employee only about $251,396 at 4% or $167,597 at 6%; with 50% employer match about $167,597 at 4% or $111,732 at 6%; with 100% employer match about $125,698 at 4% or $83,799 at 6%. |
| 2024 | 1 | 15 | $1,385,166 | $121,978 | $8,132iApproximate average salary by contribution assumption: employee only about $203,297 at 4% or $135,531 at 6%; with 50% employer match about $135,531 at 4% or $90,354 at 6%; with 100% employer match about $101,648 at 4% or $67,766 at 6%. |
| PLANCENTRIC FINANCIAL GROUP 401(K) PLAN | - | 15 | $1,385,166 | $121,978 | $8,132iApproximate average salary by contribution assumption: employee only about $203,297 at 4% or $135,531 at 6%; with 50% employer match about $135,531 at 4% or $90,354 at 6%; with 100% employer match about $101,648 at 4% or $67,766 at 6%. |