Civic Intelligence

XML Financial Group LLC

Plan context: XML Financial Group LLC 401(K) Profit Sharing Pl

EIN 06-1719703 • Naples, FL • 12 filings • 3 plans

10684 Gulf Shore Drive, B105Naples, FL 34108
Current Snapshot

Latest Year

2020

2020 Participants

39

2020 Assets

$4,090,787

2020 Contributions

$327,166

Historical Graphs

Total Assets Over Time

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

$4,090,787$2,045,394$0200520112020YearValue
$4,090,787Latest year 2020

Participants Over Time

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

39200200520112020YearValue
39Latest year 2020

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
2020139$4,090,787$327,166$8,389iApproximate average salary by contribution assumption: employee only about $209,722 at 4% or $139,815 at 6%; with 50% employer match about $139,815 at 4% or $93,210 at 6%; with 100% employer match about $104,861 at 4% or $69,907 at 6%.
XML Financial Group LLC 401(K) Profit Sharing Pl-39$4,090,787$327,166$8,389iApproximate average salary by contribution assumption: employee only about $209,722 at 4% or $139,815 at 6%; with 50% employer match about $139,815 at 4% or $93,210 at 6%; with 100% employer match about $104,861 at 4% or $69,907 at 6%.
201519$1,905,618$235,643$26,183iApproximate average salary by contribution assumption: employee only about $654,564 at 4% or $436,376 at 6%; with 50% employer match about $436,376 at 4% or $290,917 at 6%; with 100% employer match about $327,282 at 4% or $218,188 at 6%.
XML Financial Group LLC 401(K) Profit Sharing Pl-9$1,905,618$235,643$26,183iApproximate average salary by contribution assumption: employee only about $654,564 at 4% or $436,376 at 6%; with 50% employer match about $436,376 at 4% or $290,917 at 6%; with 100% employer match about $327,282 at 4% or $218,188 at 6%.
2014111$1,671,965$237,674$21,607iApproximate average salary by contribution assumption: employee only about $540,168 at 4% or $360,112 at 6%; with 50% employer match about $360,112 at 4% or $240,075 at 6%; with 100% employer match about $270,084 at 4% or $180,056 at 6%.
XML Financial Group LLC 401(K) Profit Sharing Pl-11$1,671,965$237,674$21,607iApproximate average salary by contribution assumption: employee only about $540,168 at 4% or $360,112 at 6%; with 50% employer match about $360,112 at 4% or $240,075 at 6%; with 100% employer match about $270,084 at 4% or $180,056 at 6%.
201318$1,756,624$128,163$16,020iApproximate average salary by contribution assumption: employee only about $400,509 at 4% or $267,006 at 6%; with 50% employer match about $267,006 at 4% or $178,004 at 6%; with 100% employer match about $200,255 at 4% or $133,503 at 6%.
XML Financial Group LLC 401(K) Profit Sharing Pl-8$1,756,624$128,163$16,020iApproximate average salary by contribution assumption: employee only about $400,509 at 4% or $267,006 at 6%; with 50% employer match about $267,006 at 4% or $178,004 at 6%; with 100% employer match about $200,255 at 4% or $133,503 at 6%.
201219$1,352,160$148,512$16,501iApproximate average salary by contribution assumption: employee only about $412,533 at 4% or $275,022 at 6%; with 50% employer match about $275,022 at 4% or $183,348 at 6%; with 100% employer match about $206,267 at 4% or $137,511 at 6%.
XML Financial Group LLC 401(K) Profit Sharing Pl-9$1,352,160$148,512$16,501iApproximate average salary by contribution assumption: employee only about $412,533 at 4% or $275,022 at 6%; with 50% employer match about $275,022 at 4% or $183,348 at 6%; with 100% employer match about $206,267 at 4% or $137,511 at 6%.
201118$1,026,830$170,988$21,374iApproximate average salary by contribution assumption: employee only about $534,338 at 4% or $356,225 at 6%; with 50% employer match about $356,225 at 4% or $237,483 at 6%; with 100% employer match about $267,169 at 4% or $178,113 at 6%.
XML Financial Group LLC 401(K) Profit Sharing Pl-8$1,026,830$170,988$21,374iApproximate average salary by contribution assumption: employee only about $534,338 at 4% or $356,225 at 6%; with 50% employer match about $356,225 at 4% or $237,483 at 6%; with 100% employer match about $267,169 at 4% or $178,113 at 6%.
201019$1,014,743$165,778$18,420iApproximate average salary by contribution assumption: employee only about $460,494 at 4% or $306,996 at 6%; with 50% employer match about $306,996 at 4% or $204,664 at 6%; with 100% employer match about $230,247 at 4% or $153,498 at 6%.
XML Financial Group LLC 401(K) Profit Sharing Pl-9$1,014,743$165,778$18,420iApproximate average salary by contribution assumption: employee only about $460,494 at 4% or $306,996 at 6%; with 50% employer match about $306,996 at 4% or $204,664 at 6%; with 100% employer match about $230,247 at 4% or $153,498 at 6%.
200917$726,741$167,881$23,983iApproximate average salary by contribution assumption: employee only about $599,575 at 4% or $399,717 at 6%; with 50% employer match about $399,717 at 4% or $266,478 at 6%; with 100% employer match about $299,788 at 4% or $199,858 at 6%.
XML Financial Group LLC 401(K) Profit Sharing Pl-7$726,741$167,881$23,983iApproximate average salary by contribution assumption: employee only about $599,575 at 4% or $399,717 at 6%; with 50% employer match about $399,717 at 4% or $266,478 at 6%; with 100% employer match about $299,788 at 4% or $199,858 at 6%.
200816$393,176$176,659$29,443iApproximate average salary by contribution assumption: employee only about $736,079 at 4% or $490,719 at 6%; with 50% employer match about $490,719 at 4% or $327,146 at 6%; with 100% employer match about $368,040 at 4% or $245,360 at 6%.
XML Financial Group LLC 401(K) Profit Sharing Pl-6$393,176$176,659$29,443iApproximate average salary by contribution assumption: employee only about $736,079 at 4% or $490,719 at 6%; with 50% employer match about $490,719 at 4% or $327,146 at 6%; with 100% employer match about $368,040 at 4% or $245,360 at 6%.
200714$432,823$161,265$40,316iApproximate average salary by contribution assumption: employee only about $1,007,906 at 4% or $671,938 at 6%; with 50% employer match about $671,938 at 4% or $447,958 at 6%; with 100% employer match about $503,953 at 4% or $335,969 at 6%.
XML Financial Group LLC 401(K) Profit Sharing Pl-4$432,823$161,265$40,316iApproximate average salary by contribution assumption: employee only about $1,007,906 at 4% or $671,938 at 6%; with 50% employer match about $671,938 at 4% or $447,958 at 6%; with 100% employer match about $503,953 at 4% or $335,969 at 6%.
200614$255,259$149,145$37,286iApproximate average salary by contribution assumption: employee only about $932,156 at 4% or $621,438 at 6%; with 50% employer match about $621,438 at 4% or $414,292 at 6%; with 100% employer match about $466,078 at 4% or $310,719 at 6%.
XML Financial Group LLC 401(K) Profit Sharing Pl-4$255,259$149,145$37,286iApproximate average salary by contribution assumption: employee only about $932,156 at 4% or $621,438 at 6%; with 50% employer match about $621,438 at 4% or $414,292 at 6%; with 100% employer match about $466,078 at 4% or $310,719 at 6%.
200514$98,403$97,314$24,329iApproximate average salary by contribution assumption: employee only about $608,213 at 4% or $405,475 at 6%; with 50% employer match about $405,475 at 4% or $270,317 at 6%; with 100% employer match about $304,106 at 4% or $202,738 at 6%.
XML Financial Group LLC 401(K) Profit Sharing Pl-4$98,403$97,314$24,329iApproximate average salary by contribution assumption: employee only about $608,213 at 4% or $405,475 at 6%; with 50% employer match about $405,475 at 4% or $270,317 at 6%; with 100% employer match about $304,106 at 4% or $202,738 at 6%.