Civic Intelligence

Francis Financial Inc.

Plan context: Francis Financial Inc. 401(K) Profit Sharing Plan

EIN 20-0247051 • New York, NY • 23 filings • 3 plans

39 BroadwaySuite 1730New York, NY 10006
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$4,914,719

2024 Contributions

$407,155

Historical Graphs

Total Assets Over Time

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

$4,914,719$2,457,360$0201220182024YearValue
$4,914,719Latest year 2024

Participants Over Time

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

21110201220182024YearValue
21Latest 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
2024221$4,914,719$407,155$19,388iApproximate average salary by contribution assumption: employee only about $484,708 at 4% or $323,139 at 6%; with 50% employer match about $323,139 at 4% or $215,426 at 6%; with 100% employer match about $242,354 at 4% or $161,569 at 6%.
Francis Financial Inc. 401(K) Profit Sharing Plan-21$2,910,240$292,155$13,912iApproximate average salary by contribution assumption: employee only about $347,804 at 4% or $231,869 at 6%; with 50% employer match about $231,869 at 4% or $154,579 at 6%; with 100% employer match about $173,902 at 4% or $115,935 at 6%.
FRANCIS FINANCIAL, INC. CASH BALANCE PLAN-17$2,004,479$115,000$6,765iApproximate average salary by contribution assumption: employee only about $169,118 at 4% or $112,745 at 6%; with 50% employer match about $112,745 at 4% or $75,163 at 6%; with 100% employer match about $84,559 at 4% or $56,373 at 6%.
2023217$4,457,794$502,823$29,578iApproximate average salary by contribution assumption: employee only about $739,446 at 4% or $492,964 at 6%; with 50% employer match about $492,964 at 4% or $328,642 at 6%; with 100% employer match about $369,723 at 4% or $246,482 at 6%.
Francis Financial Inc. 401(K) Profit Sharing Plan-17$2,754,075$271,150$15,950iApproximate average salary by contribution assumption: employee only about $398,750 at 4% or $265,833 at 6%; with 50% employer match about $265,833 at 4% or $177,222 at 6%; with 100% employer match about $199,375 at 4% or $132,917 at 6%.
FRANCIS FINANCIAL, INC. CASH BALANCE PLAN-13$1,703,719$231,673$17,821iApproximate average salary by contribution assumption: employee only about $445,525 at 4% or $297,017 at 6%; with 50% employer match about $297,017 at 4% or $198,011 at 6%; with 100% employer match about $222,763 at 4% or $148,508 at 6%.
2022213$3,385,328$521,240$40,095iApproximate average salary by contribution assumption: employee only about $1,002,385 at 4% or $668,256 at 6%; with 50% employer match about $668,256 at 4% or $445,504 at 6%; with 100% employer match about $501,192 at 4% or $334,128 at 6%.
Francis Financial Inc. 401(K) Profit Sharing Plan-13$2,081,292$271,240$20,865iApproximate average salary by contribution assumption: employee only about $521,615 at 4% or $347,744 at 6%; with 50% employer match about $347,744 at 4% or $231,829 at 6%; with 100% employer match about $260,808 at 4% or $173,872 at 6%.
FRANCIS FINANCIAL, INC. CASH BALANCE PLAN-10$1,304,036$250,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
2021213$3,443,818$380,180$29,245iApproximate average salary by contribution assumption: employee only about $731,115 at 4% or $487,410 at 6%; with 50% employer match about $487,410 at 4% or $324,940 at 6%; with 100% employer match about $365,558 at 4% or $243,705 at 6%.
Francis Financial Inc. 401(K) Profit Sharing Plan-13$2,241,803$255,180$19,629iApproximate average salary by contribution assumption: employee only about $490,731 at 4% or $327,154 at 6%; with 50% employer match about $327,154 at 4% or $218,103 at 6%; with 100% employer match about $245,365 at 4% or $163,577 at 6%.
FRANCIS FINANCIAL, INC. CASH BALANCE PLAN-11$1,202,015$125,000$11,364iApproximate average salary by contribution assumption: employee only about $284,091 at 4% or $189,394 at 6%; with 50% employer match about $189,394 at 4% or $126,263 at 6%; with 100% employer match about $142,045 at 4% or $94,697 at 6%.
2020213$2,570,453$342,249$26,327iApproximate average salary by contribution assumption: employee only about $658,171 at 4% or $438,781 at 6%; with 50% employer match about $438,781 at 4% or $292,521 at 6%; with 100% employer match about $329,086 at 4% or $219,390 at 6%.
Francis Financial Inc. 401(K) Profit Sharing Plan-13$1,685,762$242,249$18,635iApproximate average salary by contribution assumption: employee only about $465,863 at 4% or $310,576 at 6%; with 50% employer match about $310,576 at 4% or $207,050 at 6%; with 100% employer match about $232,932 at 4% or $155,288 at 6%.
FRANCIS FINANCIAL, INC. CASH BALANCE PLAN-12$884,691$100,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
2019212$2,154,039$357,629$29,802iApproximate average salary by contribution assumption: employee only about $745,060 at 4% or $496,707 at 6%; with 50% employer match about $496,707 at 4% or $331,138 at 6%; with 100% employer match about $372,530 at 4% or $248,353 at 6%.
Francis Financial Inc. 401(K) Profit Sharing Plan-12$1,452,952$228,917$19,076iApproximate average salary by contribution assumption: employee only about $476,910 at 4% or $317,940 at 6%; with 50% employer match about $317,940 at 4% or $211,960 at 6%; with 100% employer match about $238,455 at 4% or $158,970 at 6%.
FRANCIS FINANCIAL, INC. CASH BALANCE PLAN-11$701,087$128,712$11,701iApproximate average salary by contribution assumption: employee only about $292,527 at 4% or $195,018 at 6%; with 50% employer match about $195,018 at 4% or $130,012 at 6%; with 100% employer match about $146,264 at 4% or $97,509 at 6%.
2018210$1,494,261$424,346$42,435iApproximate average salary by contribution assumption: employee only about $1,060,865 at 4% or $707,243 at 6%; with 50% employer match about $707,243 at 4% or $471,496 at 6%; with 100% employer match about $530,433 at 4% or $353,622 at 6%.
Francis Financial Inc. 401(K) Profit Sharing Plan-10$967,950$184,954$18,495iApproximate average salary by contribution assumption: employee only about $462,385 at 4% or $308,257 at 6%; with 50% employer match about $308,257 at 4% or $205,504 at 6%; with 100% employer match about $231,193 at 4% or $154,128 at 6%.
FRANCIS FINANCIAL, INC. CASH BALANCE PLAN-9$526,311$239,392$26,599iApproximate average salary by contribution assumption: employee only about $664,978 at 4% or $443,319 at 6%; with 50% employer match about $443,319 at 4% or $295,546 at 6%; with 100% employer match about $332,489 at 4% or $221,659 at 6%.
2017210$1,186,277$237,125$23,713iApproximate average salary by contribution assumption: employee only about $592,813 at 4% or $395,208 at 6%; with 50% employer match about $395,208 at 4% or $263,472 at 6%; with 100% employer match about $296,406 at 4% or $197,604 at 6%.
Francis Financial Inc. 401(K) Profit Sharing Plan-10$861,372$145,718$14,572iApproximate average salary by contribution assumption: employee only about $364,295 at 4% or $242,863 at 6%; with 50% employer match about $242,863 at 4% or $161,909 at 6%; with 100% employer match about $182,148 at 4% or $121,432 at 6%.
FRANCIS FINANCIAL, INC. CASH BALANCE PLAN-9$324,905$91,407$10,156iApproximate average salary by contribution assumption: employee only about $253,908 at 4% or $169,272 at 6%; with 50% employer match about $169,272 at 4% or $112,848 at 6%; with 100% employer match about $126,954 at 4% or $84,636 at 6%.
2016210$802,652$248,509$24,851iApproximate average salary by contribution assumption: employee only about $621,273 at 4% or $414,182 at 6%; with 50% employer match about $414,182 at 4% or $276,121 at 6%; with 100% employer match about $310,636 at 4% or $207,091 at 6%.
Francis Financial Inc. 401(K) Profit Sharing Plan-10$590,903$133,509$13,351iApproximate average salary by contribution assumption: employee only about $333,773 at 4% or $222,515 at 6%; with 50% employer match about $222,515 at 4% or $148,343 at 6%; with 100% employer match about $166,886 at 4% or $111,258 at 6%.
FRANCIS FINANCIAL, INC. CASH BALANCE PLAN-8$211,749$115,000$14,375iApproximate average salary by contribution assumption: employee only about $359,375 at 4% or $239,583 at 6%; with 50% employer match about $239,583 at 4% or $159,722 at 6%; with 100% employer match about $179,688 at 4% or $119,792 at 6%.
201527$521,622$183,371$26,196iApproximate average salary by contribution assumption: employee only about $654,896 at 4% or $436,598 at 6%; with 50% employer match about $436,598 at 4% or $291,065 at 6%; with 100% employer match about $327,448 at 4% or $218,299 at 6%.
Francis Financial Inc. 401(K) Profit Sharing Plan-7$424,905$86,654$12,379iApproximate average salary by contribution assumption: employee only about $309,479 at 4% or $206,319 at 6%; with 50% employer match about $206,319 at 4% or $137,546 at 6%; with 100% employer match about $154,739 at 4% or $103,160 at 6%.
FRANCIS FINANCIAL, INC. CASH BALANCE PLAN-5$96,717$96,717$19,343iApproximate average salary by contribution assumption: employee only about $483,585 at 4% or $322,390 at 6%; with 50% employer match about $322,390 at 4% or $214,927 at 6%; with 100% employer match about $241,793 at 4% or $161,195 at 6%.
201417$370,820$99,999$14,286iApproximate average salary by contribution assumption: employee only about $357,139 at 4% or $238,093 at 6%; with 50% employer match about $238,093 at 4% or $158,729 at 6%; with 100% employer match about $178,570 at 4% or $119,046 at 6%.
Francis Financial Inc. 401(K) Profit Sharing Plan-7$370,820$99,999$14,286iApproximate average salary by contribution assumption: employee only about $357,139 at 4% or $238,093 at 6%; with 50% employer match about $238,093 at 4% or $158,729 at 6%; with 100% employer match about $178,570 at 4% or $119,046 at 6%.
201317$270,880$177,481$25,354iApproximate average salary by contribution assumption: employee only about $633,861 at 4% or $422,574 at 6%; with 50% employer match about $422,574 at 4% or $281,716 at 6%; with 100% employer match about $316,930 at 4% or $211,287 at 6%.
Francis Financial Inc. 401(K) Profit Sharing Plan-7$270,880$177,481$25,354iApproximate average salary by contribution assumption: employee only about $633,861 at 4% or $422,574 at 6%; with 50% employer match about $422,574 at 4% or $281,716 at 6%; with 100% employer match about $316,930 at 4% or $211,287 at 6%.
201214$81,416$62,508$15,627iApproximate average salary by contribution assumption: employee only about $390,675 at 4% or $260,450 at 6%; with 50% employer match about $260,450 at 4% or $173,633 at 6%; with 100% employer match about $195,338 at 4% or $130,225 at 6%.
Francis Financial Inc. 401(K) Profit Sharing Plan-4$81,416$62,508$15,627iApproximate average salary by contribution assumption: employee only about $390,675 at 4% or $260,450 at 6%; with 50% employer match about $260,450 at 4% or $173,633 at 6%; with 100% employer match about $195,338 at 4% or $130,225 at 6%.