Civic Intelligence

Financial Solutions Partners LLC

Plan context: Financial Solutions 401(K) Plan

EIN 20-0836291 • New York, NY • 32 filings • 5 plans

680 Fifth Avenue, Suite 502New York, NY 10019
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$5,947,155

2024 Contributions

$364,000

Historical Graphs

Total Assets Over Time

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

$5,947,155$2,973,578$0200620162024YearValue
$5,947,155Latest year 2024

Participants Over Time

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

950200620152024YearValue
8Latest 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
202418$5,947,155$364,000$45,500iApproximate average salary by contribution assumption: employee only about $1,137,500 at 4% or $758,333 at 6%; with 50% employer match about $758,333 at 4% or $505,556 at 6%; with 100% employer match about $568,750 at 4% or $379,167 at 6%.
Financial Solutions 401(K) Plan-8$5,947,155$364,000$45,500iApproximate average salary by contribution assumption: employee only about $1,137,500 at 4% or $758,333 at 6%; with 50% employer match about $758,333 at 4% or $505,556 at 6%; with 100% employer match about $568,750 at 4% or $379,167 at 6%.
202317$4,843,025$441,500$63,071iApproximate average salary by contribution assumption: employee only about $1,576,786 at 4% or $1,051,190 at 6%; with 50% employer match about $1,051,190 at 4% or $700,794 at 6%; with 100% employer match about $788,393 at 4% or $525,595 at 6%.
Financial Solutions 401(K) Plan-7$4,843,025$441,500$63,071iApproximate average salary by contribution assumption: employee only about $1,576,786 at 4% or $1,051,190 at 6%; with 50% employer match about $1,051,190 at 4% or $700,794 at 6%; with 100% employer match about $788,393 at 4% or $525,595 at 6%.
202215$3,740,804$264,445$52,889iApproximate average salary by contribution assumption: employee only about $1,322,225 at 4% or $881,483 at 6%; with 50% employer match about $881,483 at 4% or $587,656 at 6%; with 100% employer match about $661,113 at 4% or $440,742 at 6%.
Financial Solutions 401(K) Plan-5$3,740,804$264,445$52,889iApproximate average salary by contribution assumption: employee only about $1,322,225 at 4% or $881,483 at 6%; with 50% employer match about $881,483 at 4% or $587,656 at 6%; with 100% employer match about $661,113 at 4% or $440,742 at 6%.
202115$4,176,205$251,500$50,300iApproximate average salary by contribution assumption: employee only about $1,257,500 at 4% or $838,333 at 6%; with 50% employer match about $838,333 at 4% or $558,889 at 6%; with 100% employer match about $628,750 at 4% or $419,167 at 6%.
Financial Solutions 401(K) Plan-5$4,176,205$251,500$50,300iApproximate average salary by contribution assumption: employee only about $1,257,500 at 4% or $838,333 at 6%; with 50% employer match about $838,333 at 4% or $558,889 at 6%; with 100% employer match about $628,750 at 4% or $419,167 at 6%.
202025$3,863,659$241,000$48,200iApproximate average salary by contribution assumption: employee only about $1,205,000 at 4% or $803,333 at 6%; with 50% employer match about $803,333 at 4% or $535,556 at 6%; with 100% employer match about $602,500 at 4% or $401,667 at 6%.
Financial Solutions 401(K) Plan-5$3,863,659$241,000$48,200iApproximate average salary by contribution assumption: employee only about $1,205,000 at 4% or $803,333 at 6%; with 50% employer match about $803,333 at 4% or $535,556 at 6%; with 100% employer match about $602,500 at 4% or $401,667 at 6%.
FINANCIAL SOLUTIONS PARTNERS LLC CASH BALANCE PLAN-0$0$0-
201915$3,417,434$236,000$47,200iApproximate average salary by contribution assumption: employee only about $1,180,000 at 4% or $786,667 at 6%; with 50% employer match about $786,667 at 4% or $524,444 at 6%; with 100% employer match about $590,000 at 4% or $393,333 at 6%.
Financial Solutions 401(K) Plan-5$3,417,434$236,000$47,200iApproximate average salary by contribution assumption: employee only about $1,180,000 at 4% or $786,667 at 6%; with 50% employer match about $786,667 at 4% or $524,444 at 6%; with 100% employer match about $590,000 at 4% or $393,333 at 6%.
201815$2,680,758$491,148$98,230iApproximate average salary by contribution assumption: employee only about $2,455,740 at 4% or $1,637,160 at 6%; with 50% employer match about $1,637,160 at 4% or $1,091,440 at 6%; with 100% employer match about $1,227,870 at 4% or $818,580 at 6%.
Financial Solutions 401(K) Plan-5$2,680,758$491,148$98,230iApproximate average salary by contribution assumption: employee only about $2,455,740 at 4% or $1,637,160 at 6%; with 50% employer match about $1,637,160 at 4% or $1,091,440 at 6%; with 100% employer match about $1,227,870 at 4% or $818,580 at 6%.
201725$4,125,500$507,805$101,561iApproximate average salary by contribution assumption: employee only about $2,539,025 at 4% or $1,692,683 at 6%; with 50% employer match about $1,692,683 at 4% or $1,128,456 at 6%; with 100% employer match about $1,269,513 at 4% or $846,342 at 6%.
Financial Solutions 401(K) Plan-5$2,329,972$216,000$43,200iApproximate average salary by contribution assumption: employee only about $1,080,000 at 4% or $720,000 at 6%; with 50% employer match about $720,000 at 4% or $480,000 at 6%; with 100% employer match about $540,000 at 4% or $360,000 at 6%.
FINANCIAL SOLUTIONS PARTNERS LLC CASH BALANCE PLAN-5$1,795,528$291,805$58,361iApproximate average salary by contribution assumption: employee only about $1,459,025 at 4% or $972,683 at 6%; with 50% employer match about $972,683 at 4% or $648,456 at 6%; with 100% employer match about $729,513 at 4% or $486,342 at 6%.
201625$3,244,412$371,000$74,200iApproximate average salary by contribution assumption: employee only about $1,855,000 at 4% or $1,236,667 at 6%; with 50% employer match about $1,236,667 at 4% or $824,444 at 6%; with 100% employer match about $927,500 at 4% or $618,333 at 6%.
Financial Solutions 401(K) Plan-5$1,898,100$212,000$42,400iApproximate average salary by contribution assumption: employee only about $1,060,000 at 4% or $706,667 at 6%; with 50% employer match about $706,667 at 4% or $471,111 at 6%; with 100% employer match about $530,000 at 4% or $353,333 at 6%.
FINANCIAL SOLUTIONS PARTNERS LLC CASH BALANCE PLAN-5$1,346,312$159,000$31,800iApproximate average salary by contribution assumption: employee only about $795,000 at 4% or $530,000 at 6%; with 50% employer match about $530,000 at 4% or $353,333 at 6%; with 100% employer match about $397,500 at 4% or $265,000 at 6%.
201525$2,674,983$374,000$74,800iApproximate average salary by contribution assumption: employee only about $1,870,000 at 4% or $1,246,667 at 6%; with 50% employer match about $1,246,667 at 4% or $831,111 at 6%; with 100% employer match about $935,000 at 4% or $623,333 at 6%.
Financial Solutions 401(K) Plan-5$1,560,837$212,000$42,400iApproximate average salary by contribution assumption: employee only about $1,060,000 at 4% or $706,667 at 6%; with 50% employer match about $706,667 at 4% or $471,111 at 6%; with 100% employer match about $530,000 at 4% or $353,333 at 6%.
FINANCIAL SOLUTIONS PARTNERS LLC CASH BALANCE PLAN-5$1,114,146$162,000$32,400iApproximate average salary by contribution assumption: employee only about $810,000 at 4% or $540,000 at 6%; with 50% employer match about $540,000 at 4% or $360,000 at 6%; with 100% employer match about $405,000 at 4% or $270,000 at 6%.
201426$2,393,732$364,000$60,667iApproximate average salary by contribution assumption: employee only about $1,516,667 at 4% or $1,011,111 at 6%; with 50% employer match about $1,011,111 at 4% or $674,074 at 6%; with 100% employer match about $758,333 at 4% or $505,556 at 6%.
Financial Solutions 401(K) Plan-5$1,320,126$208,000$41,600iApproximate average salary by contribution assumption: employee only about $1,040,000 at 4% or $693,333 at 6%; with 50% employer match about $693,333 at 4% or $462,222 at 6%; with 100% employer match about $520,000 at 4% or $346,667 at 6%.
FINANCIAL SOLUTIONS PARTNERS LLC CASH BALANCE PLAN-6$1,073,606$156,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
201327$1,954,616$321,000$45,857iApproximate average salary by contribution assumption: employee only about $1,146,429 at 4% or $764,286 at 6%; with 50% employer match about $764,286 at 4% or $509,524 at 6%; with 100% employer match about $573,214 at 4% or $382,143 at 6%.
Financial Solutions 401(K) Plan-5$1,045,437$168,000$33,600iApproximate average salary by contribution assumption: employee only about $840,000 at 4% or $560,000 at 6%; with 50% employer match about $560,000 at 4% or $373,333 at 6%; with 100% employer match about $420,000 at 4% or $280,000 at 6%.
FINANCIAL SOLUTIONS PARTNERS LLC CASH BALANCE PLAN-7$909,179$153,000$21,857iApproximate average salary by contribution assumption: employee only about $546,429 at 4% or $364,286 at 6%; with 50% employer match about $364,286 at 4% or $242,857 at 6%; with 100% employer match about $273,214 at 4% or $182,143 at 6%.
201227$2,666,177$315,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
FINANCIAL SOLUTIONS PARTNERS LLC CASH BALANCE PLAN-7$1,911,370$150,000$21,429iApproximate average salary by contribution assumption: employee only about $535,714 at 4% or $357,143 at 6%; with 50% employer match about $357,143 at 4% or $238,095 at 6%; with 100% employer match about $267,857 at 4% or $178,571 at 6%.
Financial Solutions 401(K) Plan-5$754,807$165,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
201127$2,218,265$209,500$29,929iApproximate average salary by contribution assumption: employee only about $748,214 at 4% or $498,810 at 6%; with 50% employer match about $498,810 at 4% or $332,540 at 6%; with 100% employer match about $374,107 at 4% or $249,405 at 6%.
FINANCIAL SOLUTIONS PARTNERS LLC CASH BALANCE PLA-7$1,699,319$114,000$16,286iApproximate average salary by contribution assumption: employee only about $407,143 at 4% or $271,429 at 6%; with 50% employer match about $271,429 at 4% or $180,952 at 6%; with 100% employer match about $203,571 at 4% or $135,714 at 6%.
Financial Solutions 401(K) Plan-5$518,946$95,500$19,100iApproximate average salary by contribution assumption: employee only about $477,500 at 4% or $318,333 at 6%; with 50% employer match about $318,333 at 4% or $212,222 at 6%; with 100% employer match about $238,750 at 4% or $159,167 at 6%.
201027$2,041,450$85,235$12,176iApproximate average salary by contribution assumption: employee only about $304,411 at 4% or $202,940 at 6%; with 50% employer match about $202,940 at 4% or $135,294 at 6%; with 100% employer match about $152,205 at 4% or $101,470 at 6%.
FINANCIAL SOLUTIONS PARTNERS LLC CASH BALANCE PLA-7$1,589,847--
Financial Solutions 401(K) Plan-5$451,603$85,235$17,047iApproximate average salary by contribution assumption: employee only about $426,175 at 4% or $284,117 at 6%; with 50% employer match about $284,117 at 4% or $189,411 at 6%; with 100% employer match about $213,088 at 4% or $142,058 at 6%.
200925$1,840,525$525,500$105,100iApproximate average salary by contribution assumption: employee only about $2,627,500 at 4% or $1,751,667 at 6%; with 50% employer match about $1,751,667 at 4% or $1,167,778 at 6%; with 100% employer match about $1,313,750 at 4% or $875,833 at 6%.
FINANCIAL SOLUTIONS PARTNERS LLC CASH BALANCE PLAN-5$1,519,616$510,000$102,000iApproximate average salary by contribution assumption: employee only about $2,550,000 at 4% or $1,700,000 at 6%; with 50% employer match about $1,700,000 at 4% or $1,133,333 at 6%; with 100% employer match about $1,275,000 at 4% or $850,000 at 6%.
Financial Solutions 401(K) Plan-5$320,909$15,500$3,100iApproximate average salary by contribution assumption: employee only about $77,500 at 4% or $51,667 at 6%; with 50% employer match about $51,667 at 4% or $34,444 at 6%; with 100% employer match about $38,750 at 4% or $25,833 at 6%.
200826$1,226,940$500,611$83,435iApproximate average salary by contribution assumption: employee only about $2,085,879 at 4% or $1,390,586 at 6%; with 50% employer match about $1,390,586 at 4% or $927,057 at 6%; with 100% employer match about $1,042,940 at 4% or $695,293 at 6%.
FINANCIAL SOLUTIONS PARTNERS LLC CASH BALANCE PLAN-5$939,048$450,000$90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%.
Financial Solutions 401(K) Plan-6$287,892$50,611$8,435iApproximate average salary by contribution assumption: employee only about $210,879 at 4% or $140,586 at 6%; with 50% employer match about $140,586 at 4% or $93,724 at 6%; with 100% employer match about $105,440 at 4% or $70,293 at 6%.
200729$0$0-
Financial Solutions 401(K) Plan-9---
FINANCIAL SOLUTIONS PARTNERS LLC CASH BALANCE PLAN-8---
200629$390,000$390,000$43,333iApproximate average salary by contribution assumption: employee only about $1,083,333 at 4% or $722,222 at 6%; with 50% employer match about $722,222 at 4% or $481,481 at 6%; with 100% employer match about $541,667 at 4% or $361,111 at 6%.
FINANCIAL SOLUTIONS PARTNERS LLC CASH BALANCE PLAN-7$275,000$275,000$39,286iApproximate average salary by contribution assumption: employee only about $982,143 at 4% or $654,762 at 6%; with 50% employer match about $654,762 at 4% or $436,508 at 6%; with 100% employer match about $491,071 at 4% or $327,381 at 6%.
Financial Solutions 401(K) Plan-9$115,000$115,000$12,778iApproximate average salary by contribution assumption: employee only about $319,444 at 4% or $212,963 at 6%; with 50% employer match about $212,963 at 4% or $141,975 at 6%; with 100% employer match about $159,722 at 4% or $106,481 at 6%.
Financial Solutions Partners LLC | EIN 20-0836291 | 2024 Form 5500 Company Profile