Civic Intelligence

Canby Financial Advisors LLC

Plan context: Canby Financial Advisors LLC 401(K) Plan

EIN 04-3440076 • Framingham, MA • 20 filings • 4 plans

161 Worcester Road, Suite 408Framingham, MA 01701
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$4,526,948

2024 Contributions

$421,148

Historical Graphs

Total Assets Over Time

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

$4,526,948$2,263,474$0200520152024YearValue
$4,526,948Latest year 2024

Participants Over Time

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

1680200520152024YearValue
12Latest 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
2024112$4,526,948$421,148$35,096iApproximate average salary by contribution assumption: employee only about $877,392 at 4% or $584,928 at 6%; with 50% employer match about $584,928 at 4% or $389,952 at 6%; with 100% employer match about $438,696 at 4% or $292,464 at 6%.
Canby Financial Advisors LLC 401(K) Plan-12$4,526,948$421,148$35,096iApproximate average salary by contribution assumption: employee only about $877,392 at 4% or $584,928 at 6%; with 50% employer match about $584,928 at 4% or $389,952 at 6%; with 100% employer match about $438,696 at 4% or $292,464 at 6%.
2023112$3,532,316$242,418$20,202iApproximate average salary by contribution assumption: employee only about $505,038 at 4% or $336,692 at 6%; with 50% employer match about $336,692 at 4% or $224,461 at 6%; with 100% employer match about $252,519 at 4% or $168,346 at 6%.
Canby Financial Advisors LLC 401(K) Plan-12$3,532,316$242,418$20,202iApproximate average salary by contribution assumption: employee only about $505,038 at 4% or $336,692 at 6%; with 50% employer match about $336,692 at 4% or $224,461 at 6%; with 100% employer match about $252,519 at 4% or $168,346 at 6%.
2022112$2,781,045$329,841$27,487iApproximate average salary by contribution assumption: employee only about $687,169 at 4% or $458,113 at 6%; with 50% employer match about $458,113 at 4% or $305,408 at 6%; with 100% employer match about $343,584 at 4% or $229,056 at 6%.
Canby Financial Advisors LLC 401(K) Plan-12$2,781,045$329,841$27,487iApproximate average salary by contribution assumption: employee only about $687,169 at 4% or $458,113 at 6%; with 50% employer match about $458,113 at 4% or $305,408 at 6%; with 100% employer match about $343,584 at 4% or $229,056 at 6%.
2021112$3,281,070$307,127$25,594iApproximate average salary by contribution assumption: employee only about $639,848 at 4% or $426,565 at 6%; with 50% employer match about $426,565 at 4% or $284,377 at 6%; with 100% employer match about $319,924 at 4% or $213,283 at 6%.
Canby Financial Advisors LLC 401(K) Plan-12$3,281,070$307,127$25,594iApproximate average salary by contribution assumption: employee only about $639,848 at 4% or $426,565 at 6%; with 50% employer match about $426,565 at 4% or $284,377 at 6%; with 100% employer match about $319,924 at 4% or $213,283 at 6%.
2020112$2,558,600$255,002$21,250iApproximate average salary by contribution assumption: employee only about $531,254 at 4% or $354,169 at 6%; with 50% employer match about $354,169 at 4% or $236,113 at 6%; with 100% employer match about $265,627 at 4% or $177,085 at 6%.
Canby Financial Advisors LLC 401(K) Plan-12$2,558,600$255,002$21,250iApproximate average salary by contribution assumption: employee only about $531,254 at 4% or $354,169 at 6%; with 50% employer match about $354,169 at 4% or $236,113 at 6%; with 100% employer match about $265,627 at 4% or $177,085 at 6%.
2019110$2,027,866$217,977$21,798iApproximate average salary by contribution assumption: employee only about $544,943 at 4% or $363,295 at 6%; with 50% employer match about $363,295 at 4% or $242,197 at 6%; with 100% employer match about $272,471 at 4% or $181,648 at 6%.
Canby Financial Advisors LLC 401(K) Plan-10$2,027,866$217,977$21,798iApproximate average salary by contribution assumption: employee only about $544,943 at 4% or $363,295 at 6%; with 50% employer match about $363,295 at 4% or $242,197 at 6%; with 100% employer match about $272,471 at 4% or $181,648 at 6%.
2018111$1,674,230$213,149$19,377iApproximate average salary by contribution assumption: employee only about $484,430 at 4% or $322,953 at 6%; with 50% employer match about $322,953 at 4% or $215,302 at 6%; with 100% employer match about $242,215 at 4% or $161,477 at 6%.
Canby Financial Advisors LLC 401(K) Plan-11$1,674,230$213,149$19,377iApproximate average salary by contribution assumption: employee only about $484,430 at 4% or $322,953 at 6%; with 50% employer match about $322,953 at 4% or $215,302 at 6%; with 100% employer match about $242,215 at 4% or $161,477 at 6%.
201719$1,609,101$165,291$18,366iApproximate average salary by contribution assumption: employee only about $459,142 at 4% or $306,094 at 6%; with 50% employer match about $306,094 at 4% or $204,063 at 6%; with 100% employer match about $229,571 at 4% or $153,047 at 6%.
Canby Financial Advisors LLC 401(K) Plan-9$1,609,101$165,291$18,366iApproximate average salary by contribution assumption: employee only about $459,142 at 4% or $306,094 at 6%; with 50% employer match about $306,094 at 4% or $204,063 at 6%; with 100% employer match about $229,571 at 4% or $153,047 at 6%.
2016111$1,213,277$93,136$8,467iApproximate average salary by contribution assumption: employee only about $211,673 at 4% or $141,115 at 6%; with 50% employer match about $141,115 at 4% or $94,077 at 6%; with 100% employer match about $105,836 at 4% or $70,558 at 6%.
Canby Financial Advisors LLC 401(K) Plan-11$1,213,277$93,136$8,467iApproximate average salary by contribution assumption: employee only about $211,673 at 4% or $141,115 at 6%; with 50% employer match about $141,115 at 4% or $94,077 at 6%; with 100% employer match about $105,836 at 4% or $70,558 at 6%.
2015116$1,470,233$128,706$8,044iApproximate average salary by contribution assumption: employee only about $201,103 at 4% or $134,069 at 6%; with 50% employer match about $134,069 at 4% or $89,379 at 6%; with 100% employer match about $100,552 at 4% or $67,034 at 6%.
Canby Financial Advisors LLC 401(K) Plan-16$1,470,233$128,706$8,044iApproximate average salary by contribution assumption: employee only about $201,103 at 4% or $134,069 at 6%; with 50% employer match about $134,069 at 4% or $89,379 at 6%; with 100% employer match about $100,552 at 4% or $67,034 at 6%.
2014110$1,404,799$146,304$14,630iApproximate average salary by contribution assumption: employee only about $365,760 at 4% or $243,840 at 6%; with 50% employer match about $243,840 at 4% or $162,560 at 6%; with 100% employer match about $182,880 at 4% or $121,920 at 6%.
Canby Financial Advisors LLC 401(K) Plan-10$1,404,799$146,304$14,630iApproximate average salary by contribution assumption: employee only about $365,760 at 4% or $243,840 at 6%; with 50% employer match about $243,840 at 4% or $162,560 at 6%; with 100% employer match about $182,880 at 4% or $121,920 at 6%.
201318$1,211,532$172,546$21,568iApproximate average salary by contribution assumption: employee only about $539,206 at 4% or $359,471 at 6%; with 50% employer match about $359,471 at 4% or $239,647 at 6%; with 100% employer match about $269,603 at 4% or $179,735 at 6%.
Canby Financial Advisors LLC 401(K) Plan-8$1,211,532$172,546$21,568iApproximate average salary by contribution assumption: employee only about $539,206 at 4% or $359,471 at 6%; with 50% employer match about $359,471 at 4% or $239,647 at 6%; with 100% employer match about $269,603 at 4% or $179,735 at 6%.
201217$974,059$164,475$23,496iApproximate average salary by contribution assumption: employee only about $587,411 at 4% or $391,607 at 6%; with 50% employer match about $391,607 at 4% or $261,071 at 6%; with 100% employer match about $293,705 at 4% or $195,804 at 6%.
Canby Financial Advisors LLC 401(K) Plan-7$974,059$164,475$23,496iApproximate average salary by contribution assumption: employee only about $587,411 at 4% or $391,607 at 6%; with 50% employer match about $391,607 at 4% or $261,071 at 6%; with 100% employer match about $293,705 at 4% or $195,804 at 6%.
201119$744,512$151,089$16,788iApproximate average salary by contribution assumption: employee only about $419,692 at 4% or $279,794 at 6%; with 50% employer match about $279,794 at 4% or $186,530 at 6%; with 100% employer match about $209,846 at 4% or $139,897 at 6%.
Canby Financial Advisors LLC 401(K) Plan-9$744,512$151,089$16,788iApproximate average salary by contribution assumption: employee only about $419,692 at 4% or $279,794 at 6%; with 50% employer match about $279,794 at 4% or $186,530 at 6%; with 100% employer match about $209,846 at 4% or $139,897 at 6%.
201019$628,050$92,665$10,296iApproximate average salary by contribution assumption: employee only about $257,403 at 4% or $171,602 at 6%; with 50% employer match about $171,602 at 4% or $114,401 at 6%; with 100% employer match about $128,701 at 4% or $85,801 at 6%.
Canby Financial Advisors LLC 401(K) Plan-9$628,050$92,665$10,296iApproximate average salary by contribution assumption: employee only about $257,403 at 4% or $171,602 at 6%; with 50% employer match about $171,602 at 4% or $114,401 at 6%; with 100% employer match about $128,701 at 4% or $85,801 at 6%.
200918$461,628$77,141$9,643iApproximate average salary by contribution assumption: employee only about $241,066 at 4% or $160,710 at 6%; with 50% employer match about $160,710 at 4% or $107,140 at 6%; with 100% employer match about $120,533 at 4% or $80,355 at 6%.
Canby Financial Advisors LLC 401(K) Plan-8$461,628$77,141$9,643iApproximate average salary by contribution assumption: employee only about $241,066 at 4% or $160,710 at 6%; with 50% employer match about $160,710 at 4% or $107,140 at 6%; with 100% employer match about $120,533 at 4% or $80,355 at 6%.
200816$274,184$101,556$16,926iApproximate average salary by contribution assumption: employee only about $423,150 at 4% or $282,100 at 6%; with 50% employer match about $282,100 at 4% or $188,067 at 6%; with 100% employer match about $211,575 at 4% or $141,050 at 6%.
Canby Financial Advisors LLC 401(K) Plan-6$274,184$101,556$16,926iApproximate average salary by contribution assumption: employee only about $423,150 at 4% or $282,100 at 6%; with 50% employer match about $282,100 at 4% or $188,067 at 6%; with 100% employer match about $211,575 at 4% or $141,050 at 6%.
200717$310,940$103,573$14,796iApproximate average salary by contribution assumption: employee only about $369,904 at 4% or $246,602 at 6%; with 50% employer match about $246,602 at 4% or $164,402 at 6%; with 100% employer match about $184,952 at 4% or $123,301 at 6%.
Canby Financial Advisors LLC 401(K) Plan-7$310,940$103,573$14,796iApproximate average salary by contribution assumption: employee only about $369,904 at 4% or $246,602 at 6%; with 50% employer match about $246,602 at 4% or $164,402 at 6%; with 100% employer match about $184,952 at 4% or $123,301 at 6%.
200617$182,137$90,803$12,972iApproximate average salary by contribution assumption: employee only about $324,296 at 4% or $216,198 at 6%; with 50% employer match about $216,198 at 4% or $144,132 at 6%; with 100% employer match about $162,148 at 4% or $108,099 at 6%.
Canby Financial Advisors LLC 401(K) Plan-7$182,137$90,803$12,972iApproximate average salary by contribution assumption: employee only about $324,296 at 4% or $216,198 at 6%; with 50% employer match about $216,198 at 4% or $144,132 at 6%; with 100% employer match about $162,148 at 4% or $108,099 at 6%.
200515$68,305$62,458$12,492iApproximate average salary by contribution assumption: employee only about $312,290 at 4% or $208,193 at 6%; with 50% employer match about $208,193 at 4% or $138,796 at 6%; with 100% employer match about $156,145 at 4% or $104,097 at 6%.
Canby Financial Advisors LLC 401(K) Plan-5$68,305$62,458$12,492iApproximate average salary by contribution assumption: employee only about $312,290 at 4% or $208,193 at 6%; with 50% employer match about $208,193 at 4% or $138,796 at 6%; with 100% employer match about $156,145 at 4% or $104,097 at 6%.