Civic Intelligence

Clarfeld Financial Advisors Inc.

Plan context: Clarfeld Financial Advisors Inc. 401K Plan

EIN 13-3147357 • Tarrytown, NY • 14 filings • 2 plans

560 White Plains Road, 5th FloorTarrytown, NY 10591
Current Snapshot

Latest Year

2012

2012 Participants

62

2012 Assets

$5,066,105

2012 Contributions

$501,257

Historical Graphs

Total Assets Over Time

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

$5,066,105$2,533,053$0199920062012YearValue
$5,066,105Latest year 2012

Participants Over Time

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

62310199920062012YearValue
62Latest year 2012

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
2012162$5,066,105$501,257$8,085iApproximate average salary by contribution assumption: employee only about $202,120 at 4% or $134,747 at 6%; with 50% employer match about $134,747 at 4% or $89,831 at 6%; with 100% employer match about $101,060 at 4% or $67,373 at 6%.
Clarfeld Financial Advisors Inc. 401K Plan-62$5,066,105$501,257$8,085iApproximate average salary by contribution assumption: employee only about $202,120 at 4% or $134,747 at 6%; with 50% employer match about $134,747 at 4% or $89,831 at 6%; with 100% employer match about $101,060 at 4% or $67,373 at 6%.
2011162$4,277,879$428,206$6,907iApproximate average salary by contribution assumption: employee only about $172,664 at 4% or $115,109 at 6%; with 50% employer match about $115,109 at 4% or $76,739 at 6%; with 100% employer match about $86,332 at 4% or $57,555 at 6%.
Clarfeld Financial Advisors Inc. 401K Plan-62$4,277,879$428,206$6,907iApproximate average salary by contribution assumption: employee only about $172,664 at 4% or $115,109 at 6%; with 50% employer match about $115,109 at 4% or $76,739 at 6%; with 100% employer match about $86,332 at 4% or $57,555 at 6%.
2010140$3,834,295$376,409$9,410iApproximate average salary by contribution assumption: employee only about $235,256 at 4% or $156,837 at 6%; with 50% employer match about $156,837 at 4% or $104,558 at 6%; with 100% employer match about $117,628 at 4% or $78,419 at 6%.
Clarfeld Financial Advisors Inc. 401K Plan-40$3,834,295$376,409$9,410iApproximate average salary by contribution assumption: employee only about $235,256 at 4% or $156,837 at 6%; with 50% employer match about $156,837 at 4% or $104,558 at 6%; with 100% employer match about $117,628 at 4% or $78,419 at 6%.
2009138$3,061,526$352,582$9,278iApproximate average salary by contribution assumption: employee only about $231,962 at 4% or $154,641 at 6%; with 50% employer match about $154,641 at 4% or $103,094 at 6%; with 100% employer match about $115,981 at 4% or $77,321 at 6%.
Clarfeld Financial Advisors Inc. 401K Plan-38$3,061,526$352,582$9,278iApproximate average salary by contribution assumption: employee only about $231,962 at 4% or $154,641 at 6%; with 50% employer match about $154,641 at 4% or $103,094 at 6%; with 100% employer match about $115,981 at 4% or $77,321 at 6%.
2008147$2,163,874$354,556$7,544iApproximate average salary by contribution assumption: employee only about $188,594 at 4% or $125,729 at 6%; with 50% employer match about $125,729 at 4% or $83,819 at 6%; with 100% employer match about $94,297 at 4% or $62,865 at 6%.
Clarfeld Financial Advisors Inc. 401K Plan-47$2,163,874$354,556$7,544iApproximate average salary by contribution assumption: employee only about $188,594 at 4% or $125,729 at 6%; with 50% employer match about $125,729 at 4% or $83,819 at 6%; with 100% employer match about $94,297 at 4% or $62,865 at 6%.
2007151$2,976,419$321,724$6,308iApproximate average salary by contribution assumption: employee only about $157,708 at 4% or $105,139 at 6%; with 50% employer match about $105,139 at 4% or $70,092 at 6%; with 100% employer match about $78,854 at 4% or $52,569 at 6%.
Clarfeld Financial Advisors Inc. 401K Plan-51$2,976,419$321,724$6,308iApproximate average salary by contribution assumption: employee only about $157,708 at 4% or $105,139 at 6%; with 50% employer match about $105,139 at 4% or $70,092 at 6%; with 100% employer match about $78,854 at 4% or $52,569 at 6%.
2006150$2,566,772$251,826$5,037iApproximate average salary by contribution assumption: employee only about $125,913 at 4% or $83,942 at 6%; with 50% employer match about $83,942 at 4% or $55,961 at 6%; with 100% employer match about $62,957 at 4% or $41,971 at 6%.
Clarfeld Financial Advisors Inc. 401K Plan-50$2,566,772$251,826$5,037iApproximate average salary by contribution assumption: employee only about $125,913 at 4% or $83,942 at 6%; with 50% employer match about $83,942 at 4% or $55,961 at 6%; with 100% employer match about $62,957 at 4% or $41,971 at 6%.
2005142$2,034,687$226,665$5,397iApproximate average salary by contribution assumption: employee only about $134,920 at 4% or $89,946 at 6%; with 50% employer match about $89,946 at 4% or $59,964 at 6%; with 100% employer match about $67,460 at 4% or $44,973 at 6%.
Clarfeld Financial Advisors Inc. 401K Plan-42$2,034,687$226,665$5,397iApproximate average salary by contribution assumption: employee only about $134,920 at 4% or $89,946 at 6%; with 50% employer match about $89,946 at 4% or $59,964 at 6%; with 100% employer match about $67,460 at 4% or $44,973 at 6%.
2004135$1,825,192$125,968$3,599iApproximate average salary by contribution assumption: employee only about $89,977 at 4% or $59,985 at 6%; with 50% employer match about $59,985 at 4% or $39,990 at 6%; with 100% employer match about $44,989 at 4% or $29,992 at 6%.
Clarfeld Financial Advisors Inc. 401K Plan-35$1,825,192$125,968$3,599iApproximate average salary by contribution assumption: employee only about $89,977 at 4% or $59,985 at 6%; with 50% employer match about $59,985 at 4% or $39,990 at 6%; with 100% employer match about $44,989 at 4% or $29,992 at 6%.
2003138$1,601,797$205,332$5,403iApproximate average salary by contribution assumption: employee only about $135,087 at 4% or $90,058 at 6%; with 50% employer match about $90,058 at 4% or $60,039 at 6%; with 100% employer match about $67,543 at 4% or $45,029 at 6%.
Clarfeld Financial Advisors Inc. 401K Plan-38$1,601,797$205,332$5,403iApproximate average salary by contribution assumption: employee only about $135,087 at 4% or $90,058 at 6%; with 50% employer match about $90,058 at 4% or $60,039 at 6%; with 100% employer match about $67,543 at 4% or $45,029 at 6%.
2002136$1,123,350$190,710$5,298iApproximate average salary by contribution assumption: employee only about $132,438 at 4% or $88,292 at 6%; with 50% employer match about $88,292 at 4% or $58,861 at 6%; with 100% employer match about $66,219 at 4% or $44,146 at 6%.
Clarfeld Financial Advisors Inc. 401K Plan-36$1,123,350$190,710$5,298iApproximate average salary by contribution assumption: employee only about $132,438 at 4% or $88,292 at 6%; with 50% employer match about $88,292 at 4% or $58,861 at 6%; with 100% employer match about $66,219 at 4% or $44,146 at 6%.
2001132$0$0-
Clarfeld Financial Advisors Inc. 401K Plan-32---
2000124$1,307,660$168,361$7,015iApproximate average salary by contribution assumption: employee only about $175,376 at 4% or $116,917 at 6%; with 50% employer match about $116,917 at 4% or $77,945 at 6%; with 100% employer match about $87,688 at 4% or $58,459 at 6%.
Clarfeld Financial Advisors Inc. 401K Plan-24$1,307,660$168,361$7,015iApproximate average salary by contribution assumption: employee only about $175,376 at 4% or $116,917 at 6%; with 50% employer match about $116,917 at 4% or $77,945 at 6%; with 100% employer match about $87,688 at 4% or $58,459 at 6%.
1999120$1,350,647$149,070$7,454iApproximate average salary by contribution assumption: employee only about $186,338 at 4% or $124,225 at 6%; with 50% employer match about $124,225 at 4% or $82,817 at 6%; with 100% employer match about $93,169 at 4% or $62,113 at 6%.
Clarfeld Financial Advisors Inc. 401K Plan-20$1,350,647$149,070$7,454iApproximate average salary by contribution assumption: employee only about $186,338 at 4% or $124,225 at 6%; with 50% employer match about $124,225 at 4% or $82,817 at 6%; with 100% employer match about $93,169 at 4% or $62,113 at 6%.