Civic Intelligence

Favia Financial Group

Plan context: Favia Group Retirement Plan

EIN 20-0398291 • Naples, FL • 7 filings • 1 plans

9509 Ironstone Terrace, Apt 201Naples, FL 34120
Current Snapshot

Latest Year

2021

2021 Participants

3

2021 Assets

$502,713

2021 Contributions

$82,330

Historical Graphs

Total Assets Over Time

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

$563,755$281,878$0201520182021YearValue
$502,713Latest year 2021

Participants Over Time

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

420201520182021YearValue
3Latest year 2021

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
202113$502,713$82,330$27,443iApproximate average salary by contribution assumption: employee only about $686,083 at 4% or $457,389 at 6%; with 50% employer match about $457,389 at 4% or $304,926 at 6%; with 100% employer match about $343,042 at 4% or $228,694 at 6%.
Favia Group Retirement Plan-3$502,713$82,330$27,443iApproximate average salary by contribution assumption: employee only about $686,083 at 4% or $457,389 at 6%; with 50% employer match about $457,389 at 4% or $304,926 at 6%; with 100% employer match about $343,042 at 4% or $228,694 at 6%.
202014$563,755$99,385$24,846iApproximate average salary by contribution assumption: employee only about $621,156 at 4% or $414,104 at 6%; with 50% employer match about $414,104 at 4% or $276,069 at 6%; with 100% employer match about $310,578 at 4% or $207,052 at 6%.
Favia Group Retirement Plan-4$563,755$99,385$24,846iApproximate average salary by contribution assumption: employee only about $621,156 at 4% or $414,104 at 6%; with 50% employer match about $414,104 at 4% or $276,069 at 6%; with 100% employer match about $310,578 at 4% or $207,052 at 6%.
201914$356,765$58,443$14,611iApproximate average salary by contribution assumption: employee only about $365,269 at 4% or $243,513 at 6%; with 50% employer match about $243,513 at 4% or $162,342 at 6%; with 100% employer match about $182,634 at 4% or $121,756 at 6%.
Favia Group Retirement Plan-4$356,765$58,443$14,611iApproximate average salary by contribution assumption: employee only about $365,269 at 4% or $243,513 at 6%; with 50% employer match about $243,513 at 4% or $162,342 at 6%; with 100% employer match about $182,634 at 4% or $121,756 at 6%.
201814$232,108$123,197$30,799iApproximate average salary by contribution assumption: employee only about $769,981 at 4% or $513,321 at 6%; with 50% employer match about $513,321 at 4% or $342,214 at 6%; with 100% employer match about $384,991 at 4% or $256,660 at 6%.
Favia Group Retirement Plan-4$232,108$123,197$30,799iApproximate average salary by contribution assumption: employee only about $769,981 at 4% or $513,321 at 6%; with 50% employer match about $513,321 at 4% or $342,214 at 6%; with 100% employer match about $384,991 at 4% or $256,660 at 6%.
201714$130,646$43,965$10,991iApproximate average salary by contribution assumption: employee only about $274,781 at 4% or $183,188 at 6%; with 50% employer match about $183,188 at 4% or $122,125 at 6%; with 100% employer match about $137,391 at 4% or $91,594 at 6%.
Favia Group Retirement Plan-4$130,646$43,965$10,991iApproximate average salary by contribution assumption: employee only about $274,781 at 4% or $183,188 at 6%; with 50% employer match about $183,188 at 4% or $122,125 at 6%; with 100% employer match about $137,391 at 4% or $91,594 at 6%.
201613$81,907$42,146$14,049iApproximate average salary by contribution assumption: employee only about $351,217 at 4% or $234,144 at 6%; with 50% employer match about $234,144 at 4% or $156,096 at 6%; with 100% employer match about $175,608 at 4% or $117,072 at 6%.
Favia Group Retirement Plan-3$81,907$42,146$14,049iApproximate average salary by contribution assumption: employee only about $351,217 at 4% or $234,144 at 6%; with 50% employer match about $234,144 at 4% or $156,096 at 6%; with 100% employer match about $175,608 at 4% or $117,072 at 6%.
201513$32,984$36,192$12,064iApproximate average salary by contribution assumption: employee only about $301,600 at 4% or $201,067 at 6%; with 50% employer match about $201,067 at 4% or $134,044 at 6%; with 100% employer match about $150,800 at 4% or $100,533 at 6%.
Favia Group Retirement Plan-3$32,984$36,192$12,064iApproximate average salary by contribution assumption: employee only about $301,600 at 4% or $201,067 at 6%; with 50% employer match about $201,067 at 4% or $134,044 at 6%; with 100% employer match about $150,800 at 4% or $100,533 at 6%.