Civic Intelligence

Financial Associates LLC

Plan context: Financial Associates LLC 401(K) P/S Plan

EIN 01-0660200 • Jericho, NY • 14 filings • 1 plans

500 N BrdwaySuite 251Jericho, NY 11753
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,262,902

2024 Contributions

$157,575

Historical Graphs

Total Assets Over Time

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

$2,262,902$1,131,451$0201120182024YearValue
$2,262,902Latest year 2024

Participants Over Time

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

740201120182024YearValue
7Latest 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
202417$2,262,902$157,575$22,511iApproximate average salary by contribution assumption: employee only about $562,768 at 4% or $375,179 at 6%; with 50% employer match about $375,179 at 4% or $250,119 at 6%; with 100% employer match about $281,384 at 4% or $187,589 at 6%.
Financial Associates LLC 401(K) P/S Plan-7$2,262,902$157,575$22,511iApproximate average salary by contribution assumption: employee only about $562,768 at 4% or $375,179 at 6%; with 50% employer match about $375,179 at 4% or $250,119 at 6%; with 100% employer match about $281,384 at 4% or $187,589 at 6%.
202316$1,878,044$162,368$27,061iApproximate average salary by contribution assumption: employee only about $676,533 at 4% or $451,022 at 6%; with 50% employer match about $451,022 at 4% or $300,681 at 6%; with 100% employer match about $338,267 at 4% or $225,511 at 6%.
Financial Associates LLC 401(K) P/S Plan-6$1,878,044$162,368$27,061iApproximate average salary by contribution assumption: employee only about $676,533 at 4% or $451,022 at 6%; with 50% employer match about $451,022 at 4% or $300,681 at 6%; with 100% employer match about $338,267 at 4% or $225,511 at 6%.
202216$1,456,073$138,534$23,089iApproximate average salary by contribution assumption: employee only about $577,225 at 4% or $384,817 at 6%; with 50% employer match about $384,817 at 4% or $256,544 at 6%; with 100% employer match about $288,613 at 4% or $192,408 at 6%.
Financial Associates LLC 401(K) P/S Plan-6$1,456,073$138,534$23,089iApproximate average salary by contribution assumption: employee only about $577,225 at 4% or $384,817 at 6%; with 50% employer match about $384,817 at 4% or $256,544 at 6%; with 100% employer match about $288,613 at 4% or $192,408 at 6%.
202115$1,584,214$132,599$26,520iApproximate average salary by contribution assumption: employee only about $662,995 at 4% or $441,997 at 6%; with 50% employer match about $441,997 at 4% or $294,664 at 6%; with 100% employer match about $331,498 at 4% or $220,998 at 6%.
Financial Associates LLC 401(K) P/S Plan-5$1,584,214$132,599$26,520iApproximate average salary by contribution assumption: employee only about $662,995 at 4% or $441,997 at 6%; with 50% employer match about $441,997 at 4% or $294,664 at 6%; with 100% employer match about $331,498 at 4% or $220,998 at 6%.
202016$1,280,628$126,087$21,015iApproximate average salary by contribution assumption: employee only about $525,363 at 4% or $350,242 at 6%; with 50% employer match about $350,242 at 4% or $233,494 at 6%; with 100% employer match about $262,681 at 4% or $175,121 at 6%.
Financial Associates LLC 401(K) P/S Plan-6$1,280,628$126,087$21,015iApproximate average salary by contribution assumption: employee only about $525,363 at 4% or $350,242 at 6%; with 50% employer match about $350,242 at 4% or $233,494 at 6%; with 100% employer match about $262,681 at 4% or $175,121 at 6%.
201915$1,001,807$89,876$17,975iApproximate average salary by contribution assumption: employee only about $449,380 at 4% or $299,587 at 6%; with 50% employer match about $299,587 at 4% or $199,724 at 6%; with 100% employer match about $224,690 at 4% or $149,793 at 6%.
Financial Associates LLC 401(K) P/S Plan-5$1,001,807$89,876$17,975iApproximate average salary by contribution assumption: employee only about $449,380 at 4% or $299,587 at 6%; with 50% employer match about $299,587 at 4% or $199,724 at 6%; with 100% employer match about $224,690 at 4% or $149,793 at 6%.
201814$751,974$84,052$21,013iApproximate average salary by contribution assumption: employee only about $525,325 at 4% or $350,217 at 6%; with 50% employer match about $350,217 at 4% or $233,478 at 6%; with 100% employer match about $262,663 at 4% or $175,108 at 6%.
Financial Associates LLC 401(K) P/S Plan-4$751,974$84,052$21,013iApproximate average salary by contribution assumption: employee only about $525,325 at 4% or $350,217 at 6%; with 50% employer match about $350,217 at 4% or $233,478 at 6%; with 100% employer match about $262,663 at 4% or $175,108 at 6%.
201714$720,131$83,127$20,782iApproximate average salary by contribution assumption: employee only about $519,544 at 4% or $346,363 at 6%; with 50% employer match about $346,363 at 4% or $230,908 at 6%; with 100% employer match about $259,772 at 4% or $173,181 at 6%.
Financial Associates LLC 401(K) P/S Plan-4$720,131$83,127$20,782iApproximate average salary by contribution assumption: employee only about $519,544 at 4% or $346,363 at 6%; with 50% employer match about $346,363 at 4% or $230,908 at 6%; with 100% employer match about $259,772 at 4% or $173,181 at 6%.
201614$546,619$82,908$20,727iApproximate average salary by contribution assumption: employee only about $518,175 at 4% or $345,450 at 6%; with 50% employer match about $345,450 at 4% or $230,300 at 6%; with 100% employer match about $259,088 at 4% or $172,725 at 6%.
Financial Associates LLC 401(K) P/S Plan-4$546,619$82,908$20,727iApproximate average salary by contribution assumption: employee only about $518,175 at 4% or $345,450 at 6%; with 50% employer match about $345,450 at 4% or $230,300 at 6%; with 100% employer match about $259,088 at 4% or $172,725 at 6%.
201514$384,365$81,758$20,440iApproximate average salary by contribution assumption: employee only about $510,988 at 4% or $340,658 at 6%; with 50% employer match about $340,658 at 4% or $227,106 at 6%; with 100% employer match about $255,494 at 4% or $170,329 at 6%.
Financial Associates LLC 401(K) P/S Plan-4$384,365$81,758$20,440iApproximate average salary by contribution assumption: employee only about $510,988 at 4% or $340,658 at 6%; with 50% employer match about $340,658 at 4% or $227,106 at 6%; with 100% employer match about $255,494 at 4% or $170,329 at 6%.
201414$323,620$79,274$19,819iApproximate average salary by contribution assumption: employee only about $495,463 at 4% or $330,308 at 6%; with 50% employer match about $330,308 at 4% or $220,206 at 6%; with 100% employer match about $247,731 at 4% or $165,154 at 6%.
Financial Associates LLC 401(K) P/S Plan-4$323,620$79,274$19,819iApproximate average salary by contribution assumption: employee only about $495,463 at 4% or $330,308 at 6%; with 50% employer match about $330,308 at 4% or $220,206 at 6%; with 100% employer match about $247,731 at 4% or $165,154 at 6%.
201315$238,391$72,057$14,411iApproximate average salary by contribution assumption: employee only about $360,285 at 4% or $240,190 at 6%; with 50% employer match about $240,190 at 4% or $160,127 at 6%; with 100% employer match about $180,143 at 4% or $120,095 at 6%.
Financial Associates LLC 401(K) P/S Plan-5$238,391$72,057$14,411iApproximate average salary by contribution assumption: employee only about $360,285 at 4% or $240,190 at 6%; with 50% employer match about $240,190 at 4% or $160,127 at 6%; with 100% employer match about $180,143 at 4% or $120,095 at 6%.
201215$146,957$70,834$14,167iApproximate average salary by contribution assumption: employee only about $354,170 at 4% or $236,113 at 6%; with 50% employer match about $236,113 at 4% or $157,409 at 6%; with 100% employer match about $177,085 at 4% or $118,057 at 6%.
Financial Associates LLC 401(K) P/S Plan-5$146,957$70,834$14,167iApproximate average salary by contribution assumption: employee only about $354,170 at 4% or $236,113 at 6%; with 50% employer match about $236,113 at 4% or $157,409 at 6%; with 100% employer match about $177,085 at 4% or $118,057 at 6%.
201115$65,626$69,515$13,903iApproximate average salary by contribution assumption: employee only about $347,575 at 4% or $231,717 at 6%; with 50% employer match about $231,717 at 4% or $154,478 at 6%; with 100% employer match about $173,788 at 4% or $115,858 at 6%.
Financial Associates LLC 401(K) P/S Plan-5$65,626$69,515$13,903iApproximate average salary by contribution assumption: employee only about $347,575 at 4% or $231,717 at 6%; with 50% employer match about $231,717 at 4% or $154,478 at 6%; with 100% employer match about $173,788 at 4% or $115,858 at 6%.