Civic Intelligence

Delta Financial Advisors, L.L.C.

Plan context: Delta Financial Advisors, L.L.C. 401(K) Profit Sharing Plan

EIN 02-0630347 • Metairie, LA • 21 filings • 2 plans

111 Veterans Memorial BoulevardSuite 1555Metairie, LA 70005
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$8,764,886

2025 Contributions

$213,874

Historical Graphs

Total Assets Over Time

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

$8,764,886$4,382,443$0200520152025YearValue
$8,764,886Latest year 2025

Participants Over Time

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

630200520152025YearValue
4Latest year 2025

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
202514$8,764,886$213,874$53,469iApproximate average salary by contribution assumption: employee only about $1,336,713 at 4% or $891,142 at 6%; with 50% employer match about $891,142 at 4% or $594,094 at 6%; with 100% employer match about $668,356 at 4% or $445,571 at 6%.
Delta Financial Advisors, L.L.C. 401(K) Profit Sharing Plan-4$8,764,886$213,874$53,469iApproximate average salary by contribution assumption: employee only about $1,336,713 at 4% or $891,142 at 6%; with 50% employer match about $891,142 at 4% or $594,094 at 6%; with 100% employer match about $668,356 at 4% or $445,571 at 6%.
202414$7,522,269$205,831$51,458iApproximate average salary by contribution assumption: employee only about $1,286,444 at 4% or $857,629 at 6%; with 50% employer match about $857,629 at 4% or $571,753 at 6%; with 100% employer match about $643,222 at 4% or $428,815 at 6%.
Delta Financial Advisors, L.L.C. 401(K) Profit Sharing Plan-4$7,522,269$205,831$51,458iApproximate average salary by contribution assumption: employee only about $1,286,444 at 4% or $857,629 at 6%; with 50% employer match about $857,629 at 4% or $571,753 at 6%; with 100% employer match about $643,222 at 4% or $428,815 at 6%.
202314$6,342,715$195,684$48,921iApproximate average salary by contribution assumption: employee only about $1,223,025 at 4% or $815,350 at 6%; with 50% employer match about $815,350 at 4% or $543,567 at 6%; with 100% employer match about $611,513 at 4% or $407,675 at 6%.
Delta Financial Advisors, L.L.C. 401(K) Profit Sharing Plan-4$6,342,715$195,684$48,921iApproximate average salary by contribution assumption: employee only about $1,223,025 at 4% or $815,350 at 6%; with 50% employer match about $815,350 at 4% or $543,567 at 6%; with 100% employer match about $611,513 at 4% or $407,675 at 6%.
202214$5,132,602$180,136$45,034iApproximate average salary by contribution assumption: employee only about $1,125,850 at 4% or $750,567 at 6%; with 50% employer match about $750,567 at 4% or $500,378 at 6%; with 100% employer match about $562,925 at 4% or $375,283 at 6%.
Delta Financial Advisors, L.L.C. 401(K) Profit Sharing Plan-4$5,132,602$180,136$45,034iApproximate average salary by contribution assumption: employee only about $1,125,850 at 4% or $750,567 at 6%; with 50% employer match about $750,567 at 4% or $500,378 at 6%; with 100% employer match about $562,925 at 4% or $375,283 at 6%.
202114$5,811,667$171,448$42,862iApproximate average salary by contribution assumption: employee only about $1,071,550 at 4% or $714,367 at 6%; with 50% employer match about $714,367 at 4% or $476,244 at 6%; with 100% employer match about $535,775 at 4% or $357,183 at 6%.
Delta Financial Advisors, L.L.C. 401(K) Profit Sharing Plan-4$5,811,667$171,448$42,862iApproximate average salary by contribution assumption: employee only about $1,071,550 at 4% or $714,367 at 6%; with 50% employer match about $714,367 at 4% or $476,244 at 6%; with 100% employer match about $535,775 at 4% or $357,183 at 6%.
202014$4,777,741$165,391$41,348iApproximate average salary by contribution assumption: employee only about $1,033,694 at 4% or $689,129 at 6%; with 50% employer match about $689,129 at 4% or $459,419 at 6%; with 100% employer match about $516,847 at 4% or $344,565 at 6%.
Delta Financial Advisors, L.L.C. 401(K) Profit Sharing Plan-4$4,777,741$165,391$41,348iApproximate average salary by contribution assumption: employee only about $1,033,694 at 4% or $689,129 at 6%; with 50% employer match about $689,129 at 4% or $459,419 at 6%; with 100% employer match about $516,847 at 4% or $344,565 at 6%.
201915$6,239,557$192,464$38,493iApproximate average salary by contribution assumption: employee only about $962,320 at 4% or $641,547 at 6%; with 50% employer match about $641,547 at 4% or $427,698 at 6%; with 100% employer match about $481,160 at 4% or $320,773 at 6%.
Delta Financial Advisors, L.L.C. 401(K) Profit Sharing Plan-5$6,239,557$192,464$38,493iApproximate average salary by contribution assumption: employee only about $962,320 at 4% or $641,547 at 6%; with 50% employer match about $641,547 at 4% or $427,698 at 6%; with 100% employer match about $481,160 at 4% or $320,773 at 6%.
201815$4,550,460$216,053$43,211iApproximate average salary by contribution assumption: employee only about $1,080,265 at 4% or $720,177 at 6%; with 50% employer match about $720,177 at 4% or $480,118 at 6%; with 100% employer match about $540,133 at 4% or $360,088 at 6%.
Delta Financial Advisors, L.L.C. 401(K) Profit Sharing Plan-5$4,550,460$216,053$43,211iApproximate average salary by contribution assumption: employee only about $1,080,265 at 4% or $720,177 at 6%; with 50% employer match about $720,177 at 4% or $480,118 at 6%; with 100% employer match about $540,133 at 4% or $360,088 at 6%.
201715$4,566,585$208,994$41,799iApproximate average salary by contribution assumption: employee only about $1,044,970 at 4% or $696,647 at 6%; with 50% employer match about $696,647 at 4% or $464,431 at 6%; with 100% employer match about $522,485 at 4% or $348,323 at 6%.
Delta Financial Advisors, L.L.C. 401(K) Profit Sharing Plan-5$4,566,585$208,994$41,799iApproximate average salary by contribution assumption: employee only about $1,044,970 at 4% or $696,647 at 6%; with 50% employer match about $696,647 at 4% or $464,431 at 6%; with 100% employer match about $522,485 at 4% or $348,323 at 6%.
201615$3,697,701$203,482$40,696iApproximate average salary by contribution assumption: employee only about $1,017,410 at 4% or $678,273 at 6%; with 50% employer match about $678,273 at 4% or $452,182 at 6%; with 100% employer match about $508,705 at 4% or $339,137 at 6%.
Delta Financial Advisors, L.L.C. 401(K) Profit Sharing Plan-5$3,697,701$203,482$40,696iApproximate average salary by contribution assumption: employee only about $1,017,410 at 4% or $678,273 at 6%; with 50% employer match about $678,273 at 4% or $452,182 at 6%; with 100% employer match about $508,705 at 4% or $339,137 at 6%.
201515$3,081,908$201,829$40,366iApproximate average salary by contribution assumption: employee only about $1,009,145 at 4% or $672,763 at 6%; with 50% employer match about $672,763 at 4% or $448,509 at 6%; with 100% employer match about $504,573 at 4% or $336,382 at 6%.
Delta Financial Advisors, L.L.C. 401(K) Profit Sharing Plan-5$3,081,908$201,829$40,366iApproximate average salary by contribution assumption: employee only about $1,009,145 at 4% or $672,763 at 6%; with 50% employer match about $672,763 at 4% or $448,509 at 6%; with 100% employer match about $504,573 at 4% or $336,382 at 6%.
201415$2,980,287$185,645$37,129iApproximate average salary by contribution assumption: employee only about $928,225 at 4% or $618,817 at 6%; with 50% employer match about $618,817 at 4% or $412,544 at 6%; with 100% employer match about $464,113 at 4% or $309,408 at 6%.
Delta Financial Advisors, L.L.C. 401(K) Profit Sharing Plan-5$2,980,287$185,645$37,129iApproximate average salary by contribution assumption: employee only about $928,225 at 4% or $618,817 at 6%; with 50% employer match about $618,817 at 4% or $412,544 at 6%; with 100% employer match about $464,113 at 4% or $309,408 at 6%.
201315$2,545,119$140,139$28,028iApproximate average salary by contribution assumption: employee only about $700,695 at 4% or $467,130 at 6%; with 50% employer match about $467,130 at 4% or $311,420 at 6%; with 100% employer match about $350,348 at 4% or $233,565 at 6%.
Delta Financial Advisors, L.L.C. 401(K) Profit Sharing Plan-5$2,545,119$140,139$28,028iApproximate average salary by contribution assumption: employee only about $700,695 at 4% or $467,130 at 6%; with 50% employer match about $467,130 at 4% or $311,420 at 6%; with 100% employer match about $350,348 at 4% or $233,565 at 6%.
201215$1,857,113$343,524$68,705iApproximate average salary by contribution assumption: employee only about $1,717,620 at 4% or $1,145,080 at 6%; with 50% employer match about $1,145,080 at 4% or $763,387 at 6%; with 100% employer match about $858,810 at 4% or $572,540 at 6%.
Delta Financial Advisors, L.L.C. 401(K) Profit Sharing Plan-5$1,857,113$343,524$68,705iApproximate average salary by contribution assumption: employee only about $1,717,620 at 4% or $1,145,080 at 6%; with 50% employer match about $1,145,080 at 4% or $763,387 at 6%; with 100% employer match about $858,810 at 4% or $572,540 at 6%.
201115$1,256,156$114,052$22,810iApproximate average salary by contribution assumption: employee only about $570,260 at 4% or $380,173 at 6%; with 50% employer match about $380,173 at 4% or $253,449 at 6%; with 100% employer match about $285,130 at 4% or $190,087 at 6%.
Delta Financial Advisors, L.L.C. 401(K) Profit Sharing Plan-5$1,256,156$114,052$22,810iApproximate average salary by contribution assumption: employee only about $570,260 at 4% or $380,173 at 6%; with 50% employer match about $380,173 at 4% or $253,449 at 6%; with 100% employer match about $285,130 at 4% or $190,087 at 6%.
201016$1,210,624$90,512$15,085iApproximate average salary by contribution assumption: employee only about $377,133 at 4% or $251,422 at 6%; with 50% employer match about $251,422 at 4% or $167,615 at 6%; with 100% employer match about $188,567 at 4% or $125,711 at 6%.
Delta Financial Advisors, L.L.C. 401(K) Profit Sharing Plan-6$1,210,624$90,512$15,085iApproximate average salary by contribution assumption: employee only about $377,133 at 4% or $251,422 at 6%; with 50% employer match about $251,422 at 4% or $167,615 at 6%; with 100% employer match about $188,567 at 4% or $125,711 at 6%.
200915$989,283$88,431$17,686iApproximate average salary by contribution assumption: employee only about $442,155 at 4% or $294,770 at 6%; with 50% employer match about $294,770 at 4% or $196,513 at 6%; with 100% employer match about $221,078 at 4% or $147,385 at 6%.
Delta Financial Advisors, L.L.C. 401(K) Profit Sharing Plan-5$989,283$88,431$17,686iApproximate average salary by contribution assumption: employee only about $442,155 at 4% or $294,770 at 6%; with 50% employer match about $294,770 at 4% or $196,513 at 6%; with 100% employer match about $221,078 at 4% or $147,385 at 6%.
200815$677,431$95,971$19,194iApproximate average salary by contribution assumption: employee only about $479,855 at 4% or $319,903 at 6%; with 50% employer match about $319,903 at 4% or $213,269 at 6%; with 100% employer match about $239,928 at 4% or $159,952 at 6%.
Delta Financial Advisors, L.L.C. 401(K) Profit Sharing Plan-5$677,431$95,971$19,194iApproximate average salary by contribution assumption: employee only about $479,855 at 4% or $319,903 at 6%; with 50% employer match about $319,903 at 4% or $213,269 at 6%; with 100% employer match about $239,928 at 4% or $159,952 at 6%.
200715$871,773$94,461$18,892iApproximate average salary by contribution assumption: employee only about $472,305 at 4% or $314,870 at 6%; with 50% employer match about $314,870 at 4% or $209,913 at 6%; with 100% employer match about $236,153 at 4% or $157,435 at 6%.
Delta Financial Advisors, L.L.C. 401(K) Profit Sharing Plan-5$871,773$94,461$18,892iApproximate average salary by contribution assumption: employee only about $472,305 at 4% or $314,870 at 6%; with 50% employer match about $314,870 at 4% or $209,913 at 6%; with 100% employer match about $236,153 at 4% or $157,435 at 6%.
200615$753,941$98,378$19,676iApproximate average salary by contribution assumption: employee only about $491,890 at 4% or $327,927 at 6%; with 50% employer match about $327,927 at 4% or $218,618 at 6%; with 100% employer match about $245,945 at 4% or $163,963 at 6%.
Delta Financial Advisors, L.L.C. 401(K) Profit Sharing Plan-5$753,941$98,378$19,676iApproximate average salary by contribution assumption: employee only about $491,890 at 4% or $327,927 at 6%; with 50% employer match about $327,927 at 4% or $218,618 at 6%; with 100% employer match about $245,945 at 4% or $163,963 at 6%.
200515$619,632$622,479$124,496iApproximate average salary by contribution assumption: employee only about $3,112,395 at 4% or $2,074,930 at 6%; with 50% employer match about $2,074,930 at 4% or $1,383,287 at 6%; with 100% employer match about $1,556,198 at 4% or $1,037,465 at 6%.
Delta Financial Advisors, L.L.C. 401(K) Profit Sharing Plan-5$619,632$622,479$124,496iApproximate average salary by contribution assumption: employee only about $3,112,395 at 4% or $2,074,930 at 6%; with 50% employer match about $2,074,930 at 4% or $1,383,287 at 6%; with 100% employer match about $1,556,198 at 4% or $1,037,465 at 6%.