Civic Intelligence

Regent Financial LLC

Plan context: Regent Financial LLC 401(K) Plan

EIN 16-1527731 • Rochester, NY • 20 filings • 2 plans

777 Canal View Blvd. Suite 800Rochester, NY 14623
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,642,231

2024 Contributions

$164,118

Historical Graphs

Total Assets Over Time

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

$1,642,231$821,116$0200520152024YearValue
$1,642,231Latest year 2024

Participants Over Time

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

630200520152024YearValue
4Latest year 2024

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
202414$1,642,231$164,118$41,030iApproximate average salary by contribution assumption: employee only about $1,025,738 at 4% or $683,825 at 6%; with 50% employer match about $683,825 at 4% or $455,883 at 6%; with 100% employer match about $512,869 at 4% or $341,913 at 6%.
Regent Financial LLC 401(K) Plan-4$1,642,231$164,118$41,030iApproximate average salary by contribution assumption: employee only about $1,025,738 at 4% or $683,825 at 6%; with 50% employer match about $683,825 at 4% or $455,883 at 6%; with 100% employer match about $512,869 at 4% or $341,913 at 6%.
202314$1,234,560$141,774$35,444iApproximate average salary by contribution assumption: employee only about $886,088 at 4% or $590,725 at 6%; with 50% employer match about $590,725 at 4% or $393,817 at 6%; with 100% employer match about $443,044 at 4% or $295,363 at 6%.
Regent Financial LLC 401(K) Plan-4$1,234,560$141,774$35,444iApproximate average salary by contribution assumption: employee only about $886,088 at 4% or $590,725 at 6%; with 50% employer match about $590,725 at 4% or $393,817 at 6%; with 100% employer match about $443,044 at 4% or $295,363 at 6%.
202214$894,653$133,399$33,350iApproximate average salary by contribution assumption: employee only about $833,744 at 4% or $555,829 at 6%; with 50% employer match about $555,829 at 4% or $370,553 at 6%; with 100% employer match about $416,872 at 4% or $277,915 at 6%.
Regent Financial LLC 401(K) Plan-4$894,653$133,399$33,350iApproximate average salary by contribution assumption: employee only about $833,744 at 4% or $555,829 at 6%; with 50% employer match about $555,829 at 4% or $370,553 at 6%; with 100% employer match about $416,872 at 4% or $277,915 at 6%.
202114$959,163$122,939$30,735iApproximate average salary by contribution assumption: employee only about $768,369 at 4% or $512,246 at 6%; with 50% employer match about $512,246 at 4% or $341,497 at 6%; with 100% employer match about $384,184 at 4% or $256,123 at 6%.
Regent Financial LLC 401(K) Plan-4$959,163$122,939$30,735iApproximate average salary by contribution assumption: employee only about $768,369 at 4% or $512,246 at 6%; with 50% employer match about $512,246 at 4% or $341,497 at 6%; with 100% employer match about $384,184 at 4% or $256,123 at 6%.
202014$720,783$85,983$21,496iApproximate average salary by contribution assumption: employee only about $537,394 at 4% or $358,263 at 6%; with 50% employer match about $358,263 at 4% or $238,842 at 6%; with 100% employer match about $268,697 at 4% or $179,131 at 6%.
Regent Financial LLC 401(K) Plan-4$720,783$85,983$21,496iApproximate average salary by contribution assumption: employee only about $537,394 at 4% or $358,263 at 6%; with 50% employer match about $358,263 at 4% or $238,842 at 6%; with 100% employer match about $268,697 at 4% or $179,131 at 6%.
201914$517,963$66,897$16,724iApproximate average salary by contribution assumption: employee only about $418,106 at 4% or $278,738 at 6%; with 50% employer match about $278,738 at 4% or $185,825 at 6%; with 100% employer match about $209,053 at 4% or $139,369 at 6%.
Regent Financial LLC 401(K) Plan-4$517,963$66,897$16,724iApproximate average salary by contribution assumption: employee only about $418,106 at 4% or $278,738 at 6%; with 50% employer match about $278,738 at 4% or $185,825 at 6%; with 100% employer match about $209,053 at 4% or $139,369 at 6%.
201814$360,599$82,147$20,537iApproximate average salary by contribution assumption: employee only about $513,419 at 4% or $342,279 at 6%; with 50% employer match about $342,279 at 4% or $228,186 at 6%; with 100% employer match about $256,709 at 4% or $171,140 at 6%.
Regent Financial LLC 401(K) Plan-4$360,599$82,147$20,537iApproximate average salary by contribution assumption: employee only about $513,419 at 4% or $342,279 at 6%; with 50% employer match about $342,279 at 4% or $228,186 at 6%; with 100% employer match about $256,709 at 4% or $171,140 at 6%.
201714$301,150$142,037$35,509iApproximate average salary by contribution assumption: employee only about $887,731 at 4% or $591,821 at 6%; with 50% employer match about $591,821 at 4% or $394,547 at 6%; with 100% employer match about $443,866 at 4% or $295,910 at 6%.
Regent Financial LLC 401(K) Plan-4$301,150$142,037$35,509iApproximate average salary by contribution assumption: employee only about $887,731 at 4% or $591,821 at 6%; with 50% employer match about $591,821 at 4% or $394,547 at 6%; with 100% employer match about $443,866 at 4% or $295,910 at 6%.
201615$570,590$95,103$19,021iApproximate average salary by contribution assumption: employee only about $475,515 at 4% or $317,010 at 6%; with 50% employer match about $317,010 at 4% or $211,340 at 6%; with 100% employer match about $237,757 at 4% or $158,505 at 6%.
Regent Financial LLC 401(K) Plan-5$570,590$95,103$19,021iApproximate average salary by contribution assumption: employee only about $475,515 at 4% or $317,010 at 6%; with 50% employer match about $317,010 at 4% or $211,340 at 6%; with 100% employer match about $237,757 at 4% or $158,505 at 6%.
201515$459,963$95,238$19,048iApproximate average salary by contribution assumption: employee only about $476,190 at 4% or $317,460 at 6%; with 50% employer match about $317,460 at 4% or $211,640 at 6%; with 100% employer match about $238,095 at 4% or $158,730 at 6%.
Regent Financial LLC 401(K) Plan-5$459,963$95,238$19,048iApproximate average salary by contribution assumption: employee only about $476,190 at 4% or $317,460 at 6%; with 50% employer match about $317,460 at 4% or $211,640 at 6%; with 100% employer match about $238,095 at 4% or $158,730 at 6%.
201415$381,325$92,719$18,544iApproximate average salary by contribution assumption: employee only about $463,595 at 4% or $309,063 at 6%; with 50% employer match about $309,063 at 4% or $206,042 at 6%; with 100% employer match about $231,798 at 4% or $154,532 at 6%.
Regent Financial LLC 401(K) Plan-5$381,325$92,719$18,544iApproximate average salary by contribution assumption: employee only about $463,595 at 4% or $309,063 at 6%; with 50% employer match about $309,063 at 4% or $206,042 at 6%; with 100% employer match about $231,798 at 4% or $154,532 at 6%.
201315$289,135$91,902$18,380iApproximate average salary by contribution assumption: employee only about $459,510 at 4% or $306,340 at 6%; with 50% employer match about $306,340 at 4% or $204,227 at 6%; with 100% employer match about $229,755 at 4% or $153,170 at 6%.
Regent Financial LLC 401(K) Plan-5$289,135$91,902$18,380iApproximate average salary by contribution assumption: employee only about $459,510 at 4% or $306,340 at 6%; with 50% employer match about $306,340 at 4% or $204,227 at 6%; with 100% employer match about $229,755 at 4% or $153,170 at 6%.
201215$218,153$60,122$12,024iApproximate average salary by contribution assumption: employee only about $300,610 at 4% or $200,407 at 6%; with 50% employer match about $200,407 at 4% or $133,604 at 6%; with 100% employer match about $150,305 at 4% or $100,203 at 6%.
Regent Financial LLC 401(K) Plan-5$218,153$60,122$12,024iApproximate average salary by contribution assumption: employee only about $300,610 at 4% or $200,407 at 6%; with 50% employer match about $200,407 at 4% or $133,604 at 6%; with 100% employer match about $150,305 at 4% or $100,203 at 6%.
201115$199,165$87,920$17,584iApproximate average salary by contribution assumption: employee only about $439,600 at 4% or $293,067 at 6%; with 50% employer match about $293,067 at 4% or $195,378 at 6%; with 100% employer match about $219,800 at 4% or $146,533 at 6%.
Regent Financial LLC 401(K) Plan-5$199,165$87,920$17,584iApproximate average salary by contribution assumption: employee only about $439,600 at 4% or $293,067 at 6%; with 50% employer match about $293,067 at 4% or $195,378 at 6%; with 100% employer match about $219,800 at 4% or $146,533 at 6%.
201014$123,329$86,362$21,591iApproximate average salary by contribution assumption: employee only about $539,763 at 4% or $359,842 at 6%; with 50% employer match about $359,842 at 4% or $239,894 at 6%; with 100% employer match about $269,881 at 4% or $179,921 at 6%.
Regent Financial LLC 401(K) Plan-4$123,329$86,362$21,591iApproximate average salary by contribution assumption: employee only about $539,763 at 4% or $359,842 at 6%; with 50% employer match about $359,842 at 4% or $239,894 at 6%; with 100% employer match about $269,881 at 4% or $179,921 at 6%.
200914$144,434$78,750$19,688iApproximate average salary by contribution assumption: employee only about $492,188 at 4% or $328,125 at 6%; with 50% employer match about $328,125 at 4% or $218,750 at 6%; with 100% employer match about $246,094 at 4% or $164,063 at 6%.
Regent Financial LLC 401(K) Plan-4$144,434$78,750$19,688iApproximate average salary by contribution assumption: employee only about $492,188 at 4% or $328,125 at 6%; with 50% employer match about $328,125 at 4% or $218,750 at 6%; with 100% employer match about $246,094 at 4% or $164,063 at 6%.
200815$50,167$58,103$11,621iApproximate average salary by contribution assumption: employee only about $290,515 at 4% or $193,677 at 6%; with 50% employer match about $193,677 at 4% or $129,118 at 6%; with 100% employer match about $145,258 at 4% or $96,838 at 6%.
Regent Financial LLC 401(K) Plan-5$50,167$58,103$11,621iApproximate average salary by contribution assumption: employee only about $290,515 at 4% or $193,677 at 6%; with 50% employer match about $193,677 at 4% or $129,118 at 6%; with 100% employer match about $145,258 at 4% or $96,838 at 6%.
200716$311,700$86,370$14,395iApproximate average salary by contribution assumption: employee only about $359,875 at 4% or $239,917 at 6%; with 50% employer match about $239,917 at 4% or $159,944 at 6%; with 100% employer match about $179,938 at 4% or $119,958 at 6%.
Regent Financial LLC 401(K) Plan-6$311,700$86,370$14,395iApproximate average salary by contribution assumption: employee only about $359,875 at 4% or $239,917 at 6%; with 50% employer match about $239,917 at 4% or $159,944 at 6%; with 100% employer match about $179,938 at 4% or $119,958 at 6%.
200616$206,704$94,243$15,707iApproximate average salary by contribution assumption: employee only about $392,679 at 4% or $261,786 at 6%; with 50% employer match about $261,786 at 4% or $174,524 at 6%; with 100% employer match about $196,340 at 4% or $130,893 at 6%.
Regent Financial LLC 401(K) Plan-6$206,704$94,243$15,707iApproximate average salary by contribution assumption: employee only about $392,679 at 4% or $261,786 at 6%; with 50% employer match about $261,786 at 4% or $174,524 at 6%; with 100% employer match about $196,340 at 4% or $130,893 at 6%.
200514$96,725$91,742$22,936iApproximate average salary by contribution assumption: employee only about $573,388 at 4% or $382,258 at 6%; with 50% employer match about $382,258 at 4% or $254,839 at 6%; with 100% employer match about $286,694 at 4% or $191,129 at 6%.
Regent Financial LLC 401(K) Plan-4$96,725$91,742$22,936iApproximate average salary by contribution assumption: employee only about $573,388 at 4% or $382,258 at 6%; with 50% employer match about $382,258 at 4% or $254,839 at 6%; with 100% employer match about $286,694 at 4% or $191,129 at 6%.