Financial Architects Advisory LLC
Plan context: Financial Architects 401(K) Plan
EIN 20-0552603 • Tucson, AZ • 6 filings • 2 plans
Current Snapshot
Latest Year
2018
2018 Participants
1
2018 Assets
$310,109
2018 Contributions
$30,020
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2018 | 1 | 1 | $310,109 | $30,020 | $30,020iApproximate average salary by contribution assumption: employee only about $750,500 at 4% or $500,333 at 6%; with 50% employer match about $500,333 at 4% or $333,556 at 6%; with 100% employer match about $375,250 at 4% or $250,167 at 6%. |
| Financial Architects 401(K) Plan | - | 1 | $310,109 | $30,020 | $30,020iApproximate average salary by contribution assumption: employee only about $750,500 at 4% or $500,333 at 6%; with 50% employer match about $500,333 at 4% or $333,556 at 6%; with 100% employer match about $375,250 at 4% or $250,167 at 6%. |
| 2017 | 1 | 3 | $332,459 | $62,270 | $20,757iApproximate average salary by contribution assumption: employee only about $518,917 at 4% or $345,944 at 6%; with 50% employer match about $345,944 at 4% or $230,630 at 6%; with 100% employer match about $259,458 at 4% or $172,972 at 6%. |
| Financial Architects 401(K) Plan | - | 3 | $332,459 | $62,270 | $20,757iApproximate average salary by contribution assumption: employee only about $518,917 at 4% or $345,944 at 6%; with 50% employer match about $345,944 at 4% or $230,630 at 6%; with 100% employer match about $259,458 at 4% or $172,972 at 6%. |
| 2016 | 1 | 3 | $225,042 | $200,733 | $66,911iApproximate average salary by contribution assumption: employee only about $1,672,775 at 4% or $1,115,183 at 6%; with 50% employer match about $1,115,183 at 4% or $743,456 at 6%; with 100% employer match about $836,388 at 4% or $557,592 at 6%. |
| Financial Architects 401(K) Plan | - | 3 | $225,042 | $200,733 | $66,911iApproximate average salary by contribution assumption: employee only about $1,672,775 at 4% or $1,115,183 at 6%; with 50% employer match about $1,115,183 at 4% or $743,456 at 6%; with 100% employer match about $836,388 at 4% or $557,592 at 6%. |
| 2007 | 1 | 0 | $0 | $0 | - |
| James P Walker Cfp Retirement Plan | - | 0 | - | - | - |
| 2006 | 1 | 2 | $2,209,814 | $105,067 | $52,534iApproximate average salary by contribution assumption: employee only about $1,313,338 at 4% or $875,558 at 6%; with 50% employer match about $875,558 at 4% or $583,706 at 6%; with 100% employer match about $656,669 at 4% or $437,779 at 6%. |
| James P Walker Cfp Retirement Plan | - | 2 | $2,209,814 | $105,067 | $52,534iApproximate average salary by contribution assumption: employee only about $1,313,338 at 4% or $875,558 at 6%; with 50% employer match about $875,558 at 4% or $583,706 at 6%; with 100% employer match about $656,669 at 4% or $437,779 at 6%. |
| 2005 | 1 | 2 | $1,730,572 | $79,778 | $39,889iApproximate average salary by contribution assumption: employee only about $997,225 at 4% or $664,817 at 6%; with 50% employer match about $664,817 at 4% or $443,211 at 6%; with 100% employer match about $498,613 at 4% or $332,408 at 6%. |
| James P Walker Cfp Retirement Plan | - | 2 | $1,730,572 | $79,778 | $39,889iApproximate average salary by contribution assumption: employee only about $997,225 at 4% or $664,817 at 6%; with 50% employer match about $664,817 at 4% or $443,211 at 6%; with 100% employer match about $498,613 at 4% or $332,408 at 6%. |