Claris Financial LLC
Plan context: Claris Financial LLC 401(K) Plan
EIN 01-0908384 • Glen Allen, VA • 5 filings • 1 plans
Current Snapshot
Latest Year
2017
2017 Participants
2
2017 Assets
$111,900
2017 Contributions
$9,340
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $9,340 | - |
| Claris Financial LLC 401(K) Plan | - | 0 | $0 | $9,340 | - |
| 2016 | 1 | 2 | $111,900 | $17,534 | $8,767iApproximate average salary by contribution assumption: employee only about $219,175 at 4% or $146,117 at 6%; with 50% employer match about $146,117 at 4% or $97,411 at 6%; with 100% employer match about $109,588 at 4% or $73,058 at 6%. |
| Claris Financial LLC 401(K) Plan | - | 2 | $111,900 | $17,534 | $8,767iApproximate average salary by contribution assumption: employee only about $219,175 at 4% or $146,117 at 6%; with 50% employer match about $146,117 at 4% or $97,411 at 6%; with 100% employer match about $109,588 at 4% or $73,058 at 6%. |
| 2015 | 1 | 2 | $90,347 | $19,221 | $9,611iApproximate average salary by contribution assumption: employee only about $240,263 at 4% or $160,175 at 6%; with 50% employer match about $160,175 at 4% or $106,783 at 6%; with 100% employer match about $120,131 at 4% or $80,088 at 6%. |
| Claris Financial LLC 401(K) Plan | - | 2 | $90,347 | $19,221 | $9,611iApproximate average salary by contribution assumption: employee only about $240,263 at 4% or $160,175 at 6%; with 50% employer match about $160,175 at 4% or $106,783 at 6%; with 100% employer match about $120,131 at 4% or $80,088 at 6%. |
| 2014 | 1 | 2 | $71,191 | $20,362 | $10,181iApproximate average salary by contribution assumption: employee only about $254,525 at 4% or $169,683 at 6%; with 50% employer match about $169,683 at 4% or $113,122 at 6%; with 100% employer match about $127,263 at 4% or $84,842 at 6%. |
| Claris Financial LLC 401(K) Plan | - | 2 | $71,191 | $20,362 | $10,181iApproximate average salary by contribution assumption: employee only about $254,525 at 4% or $169,683 at 6%; with 50% employer match about $169,683 at 4% or $113,122 at 6%; with 100% employer match about $127,263 at 4% or $84,842 at 6%. |
| 2013 | 1 | 2 | $47,837 | $44,749 | $22,375iApproximate average salary by contribution assumption: employee only about $559,363 at 4% or $372,908 at 6%; with 50% employer match about $372,908 at 4% or $248,606 at 6%; with 100% employer match about $279,681 at 4% or $186,454 at 6%. |
| Claris Financial LLC 401(K) Plan | - | 2 | $47,837 | $44,749 | $22,375iApproximate average salary by contribution assumption: employee only about $559,363 at 4% or $372,908 at 6%; with 50% employer match about $372,908 at 4% or $248,606 at 6%; with 100% employer match about $279,681 at 4% or $186,454 at 6%. |