Civic Intelligence

Financial Navigators Inc.

Plan context: Financial Navigators Inc. 401(K) Plan and Trust

EIN 11-3743919 • Littleton, MA • 15 filings • 4 plans

11 Scott RoadLittleton, MA 01460-1304
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$1,064,273

2024 Contributions

$166,765

Historical Graphs

Total Assets Over Time

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

$2,464,907$1,232,454$0201020172023YearValue
$1,064,273Latest year 2023

Participants Over Time

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

1160201020172023YearValue
11Latest year 2023

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
202410$0$166,765-
Financial Navigators Inc. 401(K) Plan and Trust-0$0$166,765-
2023111$1,064,273$171,015$15,547iApproximate average salary by contribution assumption: employee only about $388,670 at 4% or $259,114 at 6%; with 50% employer match about $259,114 at 4% or $172,742 at 6%; with 100% employer match about $194,335 at 4% or $129,557 at 6%.
Financial Navigators Inc. 401(K) Plan and Trust-11$1,064,273$171,015$15,547iApproximate average salary by contribution assumption: employee only about $388,670 at 4% or $259,114 at 6%; with 50% employer match about $259,114 at 4% or $172,742 at 6%; with 100% employer match about $194,335 at 4% or $129,557 at 6%.
202219$675,453$108,036$12,004iApproximate average salary by contribution assumption: employee only about $300,100 at 4% or $200,067 at 6%; with 50% employer match about $200,067 at 4% or $133,378 at 6%; with 100% employer match about $150,050 at 4% or $100,033 at 6%.
Financial Navigators Inc. 401(K) Plan and Trust-9$675,453$108,036$12,004iApproximate average salary by contribution assumption: employee only about $300,100 at 4% or $200,067 at 6%; with 50% employer match about $200,067 at 4% or $133,378 at 6%; with 100% employer match about $150,050 at 4% or $100,033 at 6%.
202119$2,464,907$112,654$12,517iApproximate average salary by contribution assumption: employee only about $312,928 at 4% or $208,619 at 6%; with 50% employer match about $208,619 at 4% or $139,079 at 6%; with 100% employer match about $156,464 at 4% or $104,309 at 6%.
Financial Navigators Inc. 401(K) Plan and Trust-9$2,464,907$112,654$12,517iApproximate average salary by contribution assumption: employee only about $312,928 at 4% or $208,619 at 6%; with 50% employer match about $208,619 at 4% or $139,079 at 6%; with 100% employer match about $156,464 at 4% or $104,309 at 6%.
202019$2,168,964$291,863$32,429iApproximate average salary by contribution assumption: employee only about $810,731 at 4% or $540,487 at 6%; with 50% employer match about $540,487 at 4% or $360,325 at 6%; with 100% employer match about $405,365 at 4% or $270,244 at 6%.
Financial Navigators Inc. 401(K) Plan and Trust-9$2,168,964$291,863$32,429iApproximate average salary by contribution assumption: employee only about $810,731 at 4% or $540,487 at 6%; with 50% employer match about $540,487 at 4% or $360,325 at 6%; with 100% employer match about $405,365 at 4% or $270,244 at 6%.
201919$1,430,518$844,676$93,853iApproximate average salary by contribution assumption: employee only about $2,346,322 at 4% or $1,564,215 at 6%; with 50% employer match about $1,564,215 at 4% or $1,042,810 at 6%; with 100% employer match about $1,173,161 at 4% or $782,107 at 6%.
Financial Navigators Inc. 401(K) Plan and Trust-9$1,430,518$844,676$93,853iApproximate average salary by contribution assumption: employee only about $2,346,322 at 4% or $1,564,215 at 6%; with 50% employer match about $1,564,215 at 4% or $1,042,810 at 6%; with 100% employer match about $1,173,161 at 4% or $782,107 at 6%.
201819$407,636$110,293$12,255iApproximate average salary by contribution assumption: employee only about $306,369 at 4% or $204,246 at 6%; with 50% employer match about $204,246 at 4% or $136,164 at 6%; with 100% employer match about $153,185 at 4% or $102,123 at 6%.
Financial Navigators Inc. 401(K) Plan and Trust-9$407,636$110,293$12,255iApproximate average salary by contribution assumption: employee only about $306,369 at 4% or $204,246 at 6%; with 50% employer match about $204,246 at 4% or $136,164 at 6%; with 100% employer match about $153,185 at 4% or $102,123 at 6%.
201718$686,081$94,627$11,828iApproximate average salary by contribution assumption: employee only about $295,709 at 4% or $197,140 at 6%; with 50% employer match about $197,140 at 4% or $131,426 at 6%; with 100% employer match about $147,855 at 4% or $98,570 at 6%.
Financial Navigators Inc. 401(K) Plan and Trust-8$686,081$94,627$11,828iApproximate average salary by contribution assumption: employee only about $295,709 at 4% or $197,140 at 6%; with 50% employer match about $197,140 at 4% or $131,426 at 6%; with 100% employer match about $147,855 at 4% or $98,570 at 6%.
201617$560,638$77,979$11,140iApproximate average salary by contribution assumption: employee only about $278,496 at 4% or $185,664 at 6%; with 50% employer match about $185,664 at 4% or $123,776 at 6%; with 100% employer match about $139,248 at 4% or $92,832 at 6%.
Financial Navigators Inc. 401(K) Plan and Trust-7$560,638$77,979$11,140iApproximate average salary by contribution assumption: employee only about $278,496 at 4% or $185,664 at 6%; with 50% employer match about $185,664 at 4% or $123,776 at 6%; with 100% employer match about $139,248 at 4% or $92,832 at 6%.
201517$549,832$80,915$11,559iApproximate average salary by contribution assumption: employee only about $288,982 at 4% or $192,655 at 6%; with 50% employer match about $192,655 at 4% or $128,437 at 6%; with 100% employer match about $144,491 at 4% or $96,327 at 6%.
Financial Navigators Inc. 401(K) Plan and Trust-7$549,832$80,915$11,559iApproximate average salary by contribution assumption: employee only about $288,982 at 4% or $192,655 at 6%; with 50% employer match about $192,655 at 4% or $128,437 at 6%; with 100% employer match about $144,491 at 4% or $96,327 at 6%.
201415$494,991$94,659$18,932iApproximate average salary by contribution assumption: employee only about $473,295 at 4% or $315,530 at 6%; with 50% employer match about $315,530 at 4% or $210,353 at 6%; with 100% employer match about $236,648 at 4% or $157,765 at 6%.
Financial Navigators Inc. 401(K) Plan and Trust-5$494,991$94,659$18,932iApproximate average salary by contribution assumption: employee only about $473,295 at 4% or $315,530 at 6%; with 50% employer match about $315,530 at 4% or $210,353 at 6%; with 100% employer match about $236,648 at 4% or $157,765 at 6%.
201315$386,194$92,498$18,500iApproximate average salary by contribution assumption: employee only about $462,490 at 4% or $308,327 at 6%; with 50% employer match about $308,327 at 4% or $205,551 at 6%; with 100% employer match about $231,245 at 4% or $154,163 at 6%.
Financial Navigators Inc. 401(K) Plan and Trust-5$386,194$92,498$18,500iApproximate average salary by contribution assumption: employee only about $462,490 at 4% or $308,327 at 6%; with 50% employer match about $308,327 at 4% or $205,551 at 6%; with 100% employer match about $231,245 at 4% or $154,163 at 6%.
201215$260,965$84,826$16,965iApproximate average salary by contribution assumption: employee only about $424,130 at 4% or $282,753 at 6%; with 50% employer match about $282,753 at 4% or $188,502 at 6%; with 100% employer match about $212,065 at 4% or $141,377 at 6%.
Financial Navigators Inc. 401(K) Plan and Trust-5$260,965$84,826$16,965iApproximate average salary by contribution assumption: employee only about $424,130 at 4% or $282,753 at 6%; with 50% employer match about $282,753 at 4% or $188,502 at 6%; with 100% employer match about $212,065 at 4% or $141,377 at 6%.
201115$155,669$82,059$16,412iApproximate average salary by contribution assumption: employee only about $410,295 at 4% or $273,530 at 6%; with 50% employer match about $273,530 at 4% or $182,353 at 6%; with 100% employer match about $205,148 at 4% or $136,765 at 6%.
Financial Navigators Inc. 401(K) Plan and Trust-5$155,669$82,059$16,412iApproximate average salary by contribution assumption: employee only about $410,295 at 4% or $273,530 at 6%; with 50% employer match about $273,530 at 4% or $182,353 at 6%; with 100% employer match about $205,148 at 4% or $136,765 at 6%.
201014$77,499$71,870$17,968iApproximate average salary by contribution assumption: employee only about $449,188 at 4% or $299,458 at 6%; with 50% employer match about $299,458 at 4% or $199,639 at 6%; with 100% employer match about $224,594 at 4% or $149,729 at 6%.
Financial Navigators Inc. 401(K) Plan and Trust-4$77,499$71,870$17,968iApproximate average salary by contribution assumption: employee only about $449,188 at 4% or $299,458 at 6%; with 50% employer match about $299,458 at 4% or $199,639 at 6%; with 100% employer match about $224,594 at 4% or $149,729 at 6%.