FINANCIAL VISION LLC
Plan context: Financial Vision Advisory Services LLC 401(K) Profit Sharing Plan & Trust
EIN 10-0007928 • 2 filings • 2 plans
Current Snapshot
Latest Year
2016
2016 Participants
2
2016 Assets
$67,340
2016 Contributions
$37,564
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 2 | $67,340 | $37,564 | $18,782iApproximate average salary by contribution assumption: employee only about $469,550 at 4% or $313,033 at 6%; with 50% employer match about $313,033 at 4% or $208,689 at 6%; with 100% employer match about $234,775 at 4% or $156,517 at 6%. |
| Financial Vision Advisory Services LLC 401(K) Profit Sharing Plan & Trust | - | 2 | $67,340 | $37,564 | $18,782iApproximate average salary by contribution assumption: employee only about $469,550 at 4% or $313,033 at 6%; with 50% employer match about $313,033 at 4% or $208,689 at 6%; with 100% employer match about $234,775 at 4% or $156,517 at 6%. |
| 2015 | 1 | 2 | $27,638 | $27,636 | $13,818iApproximate average salary by contribution assumption: employee only about $345,450 at 4% or $230,300 at 6%; with 50% employer match about $230,300 at 4% or $153,533 at 6%; with 100% employer match about $172,725 at 4% or $115,150 at 6%. |
| Financial Vision Advisory Services LLC 401(K) Profit Sharing Plan & Trust | - | 2 | $27,638 | $27,636 | $13,818iApproximate average salary by contribution assumption: employee only about $345,450 at 4% or $230,300 at 6%; with 50% employer match about $230,300 at 4% or $153,533 at 6%; with 100% employer match about $172,725 at 4% or $115,150 at 6%. |