Civic Intelligence

THE FINANCIAL GUYS

Plan context: THE FINANCIAL GUYS 401K & PROFIT SHARING PLAN INDEPENDENT SOLUTIONS WEALTH MANAGEMENT & THE FINANCIAL GUYS INSURANCE AGENCY

EIN 16-1614171 • Williamsville, NY • 6 filings • 1 plans

305 Spindrift DriveWilliamsville, NY 14221
Current Snapshot

Latest Year

2025

2025 Participants

47

2025 Assets

$4,155,198

2025 Contributions

$912,530

Historical Graphs

Total Assets Over Time

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

$4,155,198$2,077,599$0202020232025YearValue
$4,155,198Latest year 2025

Participants Over Time

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

47240202020232025YearValue
47Latest year 2025

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
2025147$4,155,198$912,530$19,416iApproximate average salary by contribution assumption: employee only about $485,388 at 4% or $323,592 at 6%; with 50% employer match about $323,592 at 4% or $215,728 at 6%; with 100% employer match about $242,694 at 4% or $161,796 at 6%.
THE FINANCIAL GUYS 401K & PROFIT SHARING PLAN INDEPENDENT SOLUTIONS WEALTH MANAGEMENT & THE FINANCIAL GUYS INSURANCE AGENCY-47$4,155,198$912,530$19,416iApproximate average salary by contribution assumption: employee only about $485,388 at 4% or $323,592 at 6%; with 50% employer match about $323,592 at 4% or $215,728 at 6%; with 100% employer match about $242,694 at 4% or $161,796 at 6%.
2024143$2,803,497$693,821$16,135iApproximate average salary by contribution assumption: employee only about $403,384 at 4% or $268,923 at 6%; with 50% employer match about $268,923 at 4% or $179,282 at 6%; with 100% employer match about $201,692 at 4% or $134,461 at 6%.
THE FINANCIAL GUYS 401K & PROFIT SHARING PLAN INDEPENDENT SOLUTIONS WEALTH MANAGEMENT & THE FINANCIAL GUYS INSURANCE AGENCY-43$2,803,497$693,821$16,135iApproximate average salary by contribution assumption: employee only about $403,384 at 4% or $268,923 at 6%; with 50% employer match about $268,923 at 4% or $179,282 at 6%; with 100% employer match about $201,692 at 4% or $134,461 at 6%.
2023139$1,827,798$587,673$15,069iApproximate average salary by contribution assumption: employee only about $376,713 at 4% or $251,142 at 6%; with 50% employer match about $251,142 at 4% or $167,428 at 6%; with 100% employer match about $188,357 at 4% or $125,571 at 6%.
THE FINANCIAL GUYS 401K & PROFIT SHARING PLAN INDEPENDENT SOLUTIONS WEALTH MANAGEMENT & THE FINANCIAL GUYS INSURANCE AGENCY-39$1,827,798$587,673$15,069iApproximate average salary by contribution assumption: employee only about $376,713 at 4% or $251,142 at 6%; with 50% employer match about $251,142 at 4% or $167,428 at 6%; with 100% employer match about $188,357 at 4% or $125,571 at 6%.
2022125$1,075,961$436,384$17,455iApproximate average salary by contribution assumption: employee only about $436,384 at 4% or $290,923 at 6%; with 50% employer match about $290,923 at 4% or $193,948 at 6%; with 100% employer match about $218,192 at 4% or $145,461 at 6%.
THE FINANCIAL GUYS 401K & PROFIT SHARING PLAN INDEPENDENT SOLUTIONS WEALTH MANAGEMENT & THE FINANCIAL GUYS INSURANCE AGENCY-25$1,075,961$436,384$17,455iApproximate average salary by contribution assumption: employee only about $436,384 at 4% or $290,923 at 6%; with 50% employer match about $290,923 at 4% or $193,948 at 6%; with 100% employer match about $218,192 at 4% or $145,461 at 6%.
2021121$787,231$353,522$16,834iApproximate average salary by contribution assumption: employee only about $420,860 at 4% or $280,573 at 6%; with 50% employer match about $280,573 at 4% or $187,049 at 6%; with 100% employer match about $210,430 at 4% or $140,287 at 6%.
THE FINANCIAL GUYS 401K & PROFIT SHARING PLAN INDEPENDENT SOLUTIONS WEALTH MANAGEMENT & THE FINANCIAL GUYS INSURANCE AGENCY-21$787,231$353,522$16,834iApproximate average salary by contribution assumption: employee only about $420,860 at 4% or $280,573 at 6%; with 50% employer match about $280,573 at 4% or $187,049 at 6%; with 100% employer match about $210,430 at 4% or $140,287 at 6%.
2020117$364,614$339,169$19,951iApproximate average salary by contribution assumption: employee only about $498,778 at 4% or $332,519 at 6%; with 50% employer match about $332,519 at 4% or $221,679 at 6%; with 100% employer match about $249,389 at 4% or $166,259 at 6%.
THE FINANCIAL GUYS 401K & PROFIT SHARING PLAN INDEPENDENT SOLUTIONS WEALTH MANAGEMENT & THE FINANCIAL GUYS INSURANCE AGENCY-17$364,614$339,169$19,951iApproximate average salary by contribution assumption: employee only about $498,778 at 4% or $332,519 at 6%; with 50% employer match about $332,519 at 4% or $221,679 at 6%; with 100% employer match about $249,389 at 4% or $166,259 at 6%.