Civic Intelligence

Financial Vision Advisory Serv

Plan context: Financial Vision Advisory Serv 401(K) Profit Sharing Plan & Trust

EIN 03-0467012 • 8 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$566,934

2024 Contributions

$49,217

Historical Graphs

Total Assets Over Time

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

$566,934$283,467$0201720212024YearValue
$566,934Latest year 2024

Participants Over Time

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

420201720212024YearValue
4Latest 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
202414$566,934$49,217$12,304iApproximate average salary by contribution assumption: employee only about $307,606 at 4% or $205,071 at 6%; with 50% employer match about $205,071 at 4% or $136,714 at 6%; with 100% employer match about $153,803 at 4% or $102,535 at 6%.
Financial Vision Advisory Serv 401(K) Profit Sharing Plan & Trust-4$566,934$49,217$12,304iApproximate average salary by contribution assumption: employee only about $307,606 at 4% or $205,071 at 6%; with 50% employer match about $205,071 at 4% or $136,714 at 6%; with 100% employer match about $153,803 at 4% or $102,535 at 6%.
202313$426,168$51,573$17,191iApproximate average salary by contribution assumption: employee only about $429,775 at 4% or $286,517 at 6%; with 50% employer match about $286,517 at 4% or $191,011 at 6%; with 100% employer match about $214,888 at 4% or $143,258 at 6%.
Financial Vision Advisory Serv 401(K) Profit Sharing Plan & Trust-3$426,168$51,573$17,191iApproximate average salary by contribution assumption: employee only about $429,775 at 4% or $286,517 at 6%; with 50% employer match about $286,517 at 4% or $191,011 at 6%; with 100% employer match about $214,888 at 4% or $143,258 at 6%.
202213$322,559$43,895$14,632iApproximate average salary by contribution assumption: employee only about $365,792 at 4% or $243,861 at 6%; with 50% employer match about $243,861 at 4% or $162,574 at 6%; with 100% employer match about $182,896 at 4% or $121,931 at 6%.
Financial Vision Advisory Serv 401(K) Profit Sharing Plan & Trust-3$322,559$43,895$14,632iApproximate average salary by contribution assumption: employee only about $365,792 at 4% or $243,861 at 6%; with 50% employer match about $243,861 at 4% or $162,574 at 6%; with 100% employer match about $182,896 at 4% or $121,931 at 6%.
202113$344,291$39,503$13,168iApproximate average salary by contribution assumption: employee only about $329,192 at 4% or $219,461 at 6%; with 50% employer match about $219,461 at 4% or $146,307 at 6%; with 100% employer match about $164,596 at 4% or $109,731 at 6%.
Financial Vision Advisory Serv 401(K) Profit Sharing Plan & Trust-3$344,291$39,503$13,168iApproximate average salary by contribution assumption: employee only about $329,192 at 4% or $219,461 at 6%; with 50% employer match about $219,461 at 4% or $146,307 at 6%; with 100% employer match about $164,596 at 4% or $109,731 at 6%.
202012$247,198$36,820$18,410iApproximate average salary by contribution assumption: employee only about $460,250 at 4% or $306,833 at 6%; with 50% employer match about $306,833 at 4% or $204,556 at 6%; with 100% employer match about $230,125 at 4% or $153,417 at 6%.
Financial Vision Advisory Serv 401(K) Profit Sharing Plan & Trust-2$247,198$36,820$18,410iApproximate average salary by contribution assumption: employee only about $460,250 at 4% or $306,833 at 6%; with 50% employer match about $306,833 at 4% or $204,556 at 6%; with 100% employer match about $230,125 at 4% or $153,417 at 6%.
201913$176,624$44,060$14,687iApproximate average salary by contribution assumption: employee only about $367,167 at 4% or $244,778 at 6%; with 50% employer match about $244,778 at 4% or $163,185 at 6%; with 100% employer match about $183,583 at 4% or $122,389 at 6%.
Financial Vision Advisory Serv 401(K) Profit Sharing Plan & Trust-3$176,624$44,060$14,687iApproximate average salary by contribution assumption: employee only about $367,167 at 4% or $244,778 at 6%; with 50% employer match about $244,778 at 4% or $163,185 at 6%; with 100% employer match about $183,583 at 4% or $122,389 at 6%.
201814$107,784$28,807$7,202iApproximate average salary by contribution assumption: employee only about $180,044 at 4% or $120,029 at 6%; with 50% employer match about $120,029 at 4% or $80,019 at 6%; with 100% employer match about $90,022 at 4% or $60,015 at 6%.
Financial Vision Advisory Serv 401(K) Profit Sharing Plan & Trust-4$107,784$28,807$7,202iApproximate average salary by contribution assumption: employee only about $180,044 at 4% or $120,029 at 6%; with 50% employer match about $120,029 at 4% or $80,019 at 6%; with 100% employer match about $90,022 at 4% or $60,015 at 6%.
201713$109,868$31,048$10,349iApproximate average salary by contribution assumption: employee only about $258,733 at 4% or $172,489 at 6%; with 50% employer match about $172,489 at 4% or $114,993 at 6%; with 100% employer match about $129,367 at 4% or $86,244 at 6%.
Financial Vision Advisory Serv 401(K) Profit Sharing Plan & Trust-3$109,868$31,048$10,349iApproximate average salary by contribution assumption: employee only about $258,733 at 4% or $172,489 at 6%; with 50% employer match about $172,489 at 4% or $114,993 at 6%; with 100% employer match about $129,367 at 4% or $86,244 at 6%.