Civic Intelligence

Financial Equities

Plan context: Financial Equities 401(K) Savings Plan

EIN 13-3442065 • Westbury, NY • 24 filings • 3 plans

1025 Old Country Rd, #120Westbury, NY 11590-5653
Current Snapshot

Latest Year

2023

2023 Participants

22

2023 Assets

$6,365,105

2023 Contributions

$190,536

Historical Graphs

Total Assets Over Time

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

$7,213,896$3,606,948$0200420152023YearValue
$6,365,105Latest year 2023

Participants Over Time

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

24120200020122023YearValue
22Latest 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
2023122$6,365,105$190,536$8,661iApproximate average salary by contribution assumption: employee only about $216,518 at 4% or $144,345 at 6%; with 50% employer match about $144,345 at 4% or $96,230 at 6%; with 100% employer match about $108,259 at 4% or $72,173 at 6%.
Financial Equities 401(K) Savings Plan-22$6,365,105$190,536$8,661iApproximate average salary by contribution assumption: employee only about $216,518 at 4% or $144,345 at 6%; with 50% employer match about $144,345 at 4% or $96,230 at 6%; with 100% employer match about $108,259 at 4% or $72,173 at 6%.
2022123$5,085,232$177,806$7,731iApproximate average salary by contribution assumption: employee only about $193,267 at 4% or $128,845 at 6%; with 50% employer match about $128,845 at 4% or $85,897 at 6%; with 100% employer match about $96,634 at 4% or $64,422 at 6%.
Financial Equities 401(K) Savings Plan-23$5,085,232$177,806$7,731iApproximate average salary by contribution assumption: employee only about $193,267 at 4% or $128,845 at 6%; with 50% employer match about $128,845 at 4% or $85,897 at 6%; with 100% employer match about $96,634 at 4% or $64,422 at 6%.
2021123$5,538,823$336,812$14,644iApproximate average salary by contribution assumption: employee only about $366,100 at 4% or $244,067 at 6%; with 50% employer match about $244,067 at 4% or $162,711 at 6%; with 100% employer match about $183,050 at 4% or $122,033 at 6%.
Financial Equities 401(K) Savings Plan-23$5,538,823$336,812$14,644iApproximate average salary by contribution assumption: employee only about $366,100 at 4% or $244,067 at 6%; with 50% employer match about $244,067 at 4% or $162,711 at 6%; with 100% employer match about $183,050 at 4% or $122,033 at 6%.
2020124$7,213,896$370,459$15,436iApproximate average salary by contribution assumption: employee only about $385,895 at 4% or $257,263 at 6%; with 50% employer match about $257,263 at 4% or $171,509 at 6%; with 100% employer match about $192,947 at 4% or $128,632 at 6%.
Financial Equities 401(K) Savings Plan-24$7,213,896$370,459$15,436iApproximate average salary by contribution assumption: employee only about $385,895 at 4% or $257,263 at 6%; with 50% employer match about $257,263 at 4% or $171,509 at 6%; with 100% employer match about $192,947 at 4% or $128,632 at 6%.
2019118$5,592,231$304,757$16,931iApproximate average salary by contribution assumption: employee only about $423,274 at 4% or $282,182 at 6%; with 50% employer match about $282,182 at 4% or $188,122 at 6%; with 100% employer match about $211,637 at 4% or $141,091 at 6%.
Financial Equities 401(K) Savings Plan-18$5,592,231$304,757$16,931iApproximate average salary by contribution assumption: employee only about $423,274 at 4% or $282,182 at 6%; with 50% employer match about $282,182 at 4% or $188,122 at 6%; with 100% employer match about $211,637 at 4% or $141,091 at 6%.
2018116$5,067,977$227,592$14,225iApproximate average salary by contribution assumption: employee only about $355,613 at 4% or $237,075 at 6%; with 50% employer match about $237,075 at 4% or $158,050 at 6%; with 100% employer match about $177,806 at 4% or $118,538 at 6%.
Financial Equities 401(K) Savings Plan-16$5,067,977$227,592$14,225iApproximate average salary by contribution assumption: employee only about $355,613 at 4% or $237,075 at 6%; with 50% employer match about $237,075 at 4% or $158,050 at 6%; with 100% employer match about $177,806 at 4% or $118,538 at 6%.
2017118$4,387,925$243,383$13,521iApproximate average salary by contribution assumption: employee only about $338,032 at 4% or $225,355 at 6%; with 50% employer match about $225,355 at 4% or $150,236 at 6%; with 100% employer match about $169,016 at 4% or $112,677 at 6%.
Financial Equities 401(K) Savings Plan-18$4,387,925$243,383$13,521iApproximate average salary by contribution assumption: employee only about $338,032 at 4% or $225,355 at 6%; with 50% employer match about $225,355 at 4% or $150,236 at 6%; with 100% employer match about $169,016 at 4% or $112,677 at 6%.
2016117$4,239,112$242,528$14,266iApproximate average salary by contribution assumption: employee only about $356,659 at 4% or $237,773 at 6%; with 50% employer match about $237,773 at 4% or $158,515 at 6%; with 100% employer match about $178,329 at 4% or $118,886 at 6%.
Financial Equities 401(K) Savings Plan-17$4,239,112$242,528$14,266iApproximate average salary by contribution assumption: employee only about $356,659 at 4% or $237,773 at 6%; with 50% employer match about $237,773 at 4% or $158,515 at 6%; with 100% employer match about $178,329 at 4% or $118,886 at 6%.
2015120$3,386,971$229,111$11,456iApproximate average salary by contribution assumption: employee only about $286,389 at 4% or $190,926 at 6%; with 50% employer match about $190,926 at 4% or $127,284 at 6%; with 100% employer match about $143,194 at 4% or $95,463 at 6%.
Financial Equities 401(K) Savings Plan-20$3,386,971$229,111$11,456iApproximate average salary by contribution assumption: employee only about $286,389 at 4% or $190,926 at 6%; with 50% employer match about $190,926 at 4% or $127,284 at 6%; with 100% employer match about $143,194 at 4% or $95,463 at 6%.
2014115$3,083,547$236,712$15,781iApproximate average salary by contribution assumption: employee only about $394,520 at 4% or $263,013 at 6%; with 50% employer match about $263,013 at 4% or $175,342 at 6%; with 100% employer match about $197,260 at 4% or $131,507 at 6%.
Financial Equities 401(K) Savings Plan-15$3,083,547$236,712$15,781iApproximate average salary by contribution assumption: employee only about $394,520 at 4% or $263,013 at 6%; with 50% employer match about $263,013 at 4% or $175,342 at 6%; with 100% employer match about $197,260 at 4% or $131,507 at 6%.
2013114$2,960,104$346,738$24,767iApproximate average salary by contribution assumption: employee only about $619,175 at 4% or $412,783 at 6%; with 50% employer match about $412,783 at 4% or $275,189 at 6%; with 100% employer match about $309,588 at 4% or $206,392 at 6%.
Financial Equities 401(K) Savings Plan-14$2,960,104$346,738$24,767iApproximate average salary by contribution assumption: employee only about $619,175 at 4% or $412,783 at 6%; with 50% employer match about $412,783 at 4% or $275,189 at 6%; with 100% employer match about $309,588 at 4% or $206,392 at 6%.
2012114$2,521,491$241,857$17,276iApproximate average salary by contribution assumption: employee only about $431,888 at 4% or $287,925 at 6%; with 50% employer match about $287,925 at 4% or $191,950 at 6%; with 100% employer match about $215,944 at 4% or $143,963 at 6%.
Financial Equities 401(K) Savings Plan-14$2,521,491$241,857$17,276iApproximate average salary by contribution assumption: employee only about $431,888 at 4% or $287,925 at 6%; with 50% employer match about $287,925 at 4% or $191,950 at 6%; with 100% employer match about $215,944 at 4% or $143,963 at 6%.
2011213$3,126,846$324,592$24,969iApproximate average salary by contribution assumption: employee only about $624,215 at 4% or $416,144 at 6%; with 50% employer match about $416,144 at 4% or $277,429 at 6%; with 100% employer match about $312,108 at 4% or $208,072 at 6%.
Financial Equities 401(K) Savings Plan-13$1,923,010$185,744$14,288iApproximate average salary by contribution assumption: employee only about $357,200 at 4% or $238,133 at 6%; with 50% employer match about $238,133 at 4% or $158,756 at 6%; with 100% employer match about $178,600 at 4% or $119,067 at 6%.
Financial Equities 401(K) Savings Plan-11$1,203,836$138,848$12,623iApproximate average salary by contribution assumption: employee only about $315,564 at 4% or $210,376 at 6%; with 50% employer match about $210,376 at 4% or $140,251 at 6%; with 100% employer match about $157,782 at 4% or $105,188 at 6%.
2010112$1,646,463$161,494$13,458iApproximate average salary by contribution assumption: employee only about $336,446 at 4% or $224,297 at 6%; with 50% employer match about $224,297 at 4% or $149,531 at 6%; with 100% employer match about $168,223 at 4% or $112,149 at 6%.
Financial Equities 401(K) Savings Plan-12$1,646,463$161,494$13,458iApproximate average salary by contribution assumption: employee only about $336,446 at 4% or $224,297 at 6%; with 50% employer match about $224,297 at 4% or $149,531 at 6%; with 100% employer match about $168,223 at 4% or $112,149 at 6%.
2009111$1,550,191$189,132$17,194iApproximate average salary by contribution assumption: employee only about $429,845 at 4% or $286,564 at 6%; with 50% employer match about $286,564 at 4% or $191,042 at 6%; with 100% employer match about $214,923 at 4% or $143,282 at 6%.
Financial Equities 401(K) Savings Plan-11$1,550,191$189,132$17,194iApproximate average salary by contribution assumption: employee only about $429,845 at 4% or $286,564 at 6%; with 50% employer match about $286,564 at 4% or $191,042 at 6%; with 100% employer match about $214,923 at 4% or $143,282 at 6%.
2007110$0$0-
Financial Equities 401(K) Savings Plan-10---
2006110$1,290,637$131,705$13,171iApproximate average salary by contribution assumption: employee only about $329,263 at 4% or $219,508 at 6%; with 50% employer match about $219,508 at 4% or $146,339 at 6%; with 100% employer match about $164,631 at 4% or $109,754 at 6%.
Financial Equities 401(K) Savings Plan-10$1,290,637$131,705$13,171iApproximate average salary by contribution assumption: employee only about $329,263 at 4% or $219,508 at 6%; with 50% employer match about $219,508 at 4% or $146,339 at 6%; with 100% employer match about $164,631 at 4% or $109,754 at 6%.
2005112$1,064,024$126,371$10,531iApproximate average salary by contribution assumption: employee only about $263,273 at 4% or $175,515 at 6%; with 50% employer match about $175,515 at 4% or $117,010 at 6%; with 100% employer match about $131,636 at 4% or $87,758 at 6%.
Financial Equities 401(K) Savings Plan-12$1,064,024$126,371$10,531iApproximate average salary by contribution assumption: employee only about $263,273 at 4% or $175,515 at 6%; with 50% employer match about $175,515 at 4% or $117,010 at 6%; with 100% employer match about $131,636 at 4% or $87,758 at 6%.
2004114$1,075,403$159,889$11,421iApproximate average salary by contribution assumption: employee only about $285,516 at 4% or $190,344 at 6%; with 50% employer match about $190,344 at 4% or $126,896 at 6%; with 100% employer match about $142,758 at 4% or $95,172 at 6%.
Financial Equities 401(K) Savings Plan-14$1,075,403$159,889$11,421iApproximate average salary by contribution assumption: employee only about $285,516 at 4% or $190,344 at 6%; with 50% employer match about $190,344 at 4% or $126,896 at 6%; with 100% employer match about $142,758 at 4% or $95,172 at 6%.
2003124$0$0-
Financial Equities 401(K) Savings Plan-24---
2002116$0$0-
Financial Equities 401(K) Savings Plan-16---
2001118$0$0-
Financial Equities 401(K) Savings Plan-18---
2000119$0$0-
Financial Equities 401(K) Savings Plan-19---