Civic Intelligence

Full Circle Financial LLC

Plan context: Full Circle Financial LLC 401(K) Profit Sharing Plan & Trust

EIN 20-1506387 • Trinity, FL • 15 filings • 3 plans

8147 Copernicus WaySte 103Trinity, FL 34655
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$9,416

2024 Contributions

$3,440

Historical Graphs

Total Assets Over Time

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

$435,690$217,845$0201020172024YearValue
$9,416Latest year 2024

Participants Over Time

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

740201020172024YearValue
1Latest 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
202411$9,416$3,440$3,440iApproximate average salary by contribution assumption: employee only about $86,000 at 4% or $57,333 at 6%; with 50% employer match about $57,333 at 4% or $38,222 at 6%; with 100% employer match about $43,000 at 4% or $28,667 at 6%.
Full Circle Financial LLC 401(K) Profit Sharing Plan & Trust-1$9,416$3,440$3,440iApproximate average salary by contribution assumption: employee only about $86,000 at 4% or $57,333 at 6%; with 50% employer match about $57,333 at 4% or $38,222 at 6%; with 100% employer match about $43,000 at 4% or $28,667 at 6%.
202311$5,059$5,787$5,787iApproximate average salary by contribution assumption: employee only about $144,675 at 4% or $96,450 at 6%; with 50% employer match about $96,450 at 4% or $64,300 at 6%; with 100% employer match about $72,338 at 4% or $48,225 at 6%.
Full Circle Financial LLC 401(K) Profit Sharing Plan & Trust-1$5,059$5,787$5,787iApproximate average salary by contribution assumption: employee only about $144,675 at 4% or $96,450 at 6%; with 50% employer match about $96,450 at 4% or $64,300 at 6%; with 100% employer match about $72,338 at 4% or $48,225 at 6%.
202213$9,155$4,667$1,556iApproximate average salary by contribution assumption: employee only about $38,892 at 4% or $25,928 at 6%; with 50% employer match about $25,928 at 4% or $17,285 at 6%; with 100% employer match about $19,446 at 4% or $12,964 at 6%.
Full Circle Financial LLC 401(K) Profit Sharing Plan & Trust-3$9,155$4,667$1,556iApproximate average salary by contribution assumption: employee only about $38,892 at 4% or $25,928 at 6%; with 50% employer match about $25,928 at 4% or $17,285 at 6%; with 100% employer match about $19,446 at 4% or $12,964 at 6%.
202113$4,408$5,517$1,839iApproximate average salary by contribution assumption: employee only about $45,975 at 4% or $30,650 at 6%; with 50% employer match about $30,650 at 4% or $20,433 at 6%; with 100% employer match about $22,988 at 4% or $15,325 at 6%.
Full Circle Financial LLC 401(K) Profit Sharing Plan & Trust-3$4,408$5,517$1,839iApproximate average salary by contribution assumption: employee only about $45,975 at 4% or $30,650 at 6%; with 50% employer match about $30,650 at 4% or $20,433 at 6%; with 100% employer match about $22,988 at 4% or $15,325 at 6%.
202013$178,904$23,983$7,994iApproximate average salary by contribution assumption: employee only about $199,858 at 4% or $133,239 at 6%; with 50% employer match about $133,239 at 4% or $88,826 at 6%; with 100% employer match about $99,929 at 4% or $66,619 at 6%.
Full Circle Financial LLC 401(K) Profit Sharing Plan & Trust-3$178,904$23,983$7,994iApproximate average salary by contribution assumption: employee only about $199,858 at 4% or $133,239 at 6%; with 50% employer match about $133,239 at 4% or $88,826 at 6%; with 100% employer match about $99,929 at 4% or $66,619 at 6%.
201913$129,312$17,235$5,745iApproximate average salary by contribution assumption: employee only about $143,625 at 4% or $95,750 at 6%; with 50% employer match about $95,750 at 4% or $63,833 at 6%; with 100% employer match about $71,813 at 4% or $47,875 at 6%.
Full Circle Financial LLC 401(K) Profit Sharing Plan & Trust-3$129,312$17,235$5,745iApproximate average salary by contribution assumption: employee only about $143,625 at 4% or $95,750 at 6%; with 50% employer match about $95,750 at 4% or $63,833 at 6%; with 100% employer match about $71,813 at 4% or $47,875 at 6%.
201814$138,912$16,442$4,111iApproximate average salary by contribution assumption: employee only about $102,763 at 4% or $68,508 at 6%; with 50% employer match about $68,508 at 4% or $45,672 at 6%; with 100% employer match about $51,381 at 4% or $34,254 at 6%.
Full Circle Financial LLC 401(K) Profit Sharing Plan & Trust-4$138,912$16,442$4,111iApproximate average salary by contribution assumption: employee only about $102,763 at 4% or $68,508 at 6%; with 50% employer match about $68,508 at 4% or $45,672 at 6%; with 100% employer match about $51,381 at 4% or $34,254 at 6%.
201714$135,213$12,106$3,027iApproximate average salary by contribution assumption: employee only about $75,663 at 4% or $50,442 at 6%; with 50% employer match about $50,442 at 4% or $33,628 at 6%; with 100% employer match about $37,831 at 4% or $25,221 at 6%.
Full Circle Financial LLC 401(K) Profit Sharing Plan & Trust-4$135,213$12,106$3,027iApproximate average salary by contribution assumption: employee only about $75,663 at 4% or $50,442 at 6%; with 50% employer match about $50,442 at 4% or $33,628 at 6%; with 100% employer match about $37,831 at 4% or $25,221 at 6%.
201616$109,072$9,298$1,550iApproximate average salary by contribution assumption: employee only about $38,742 at 4% or $25,828 at 6%; with 50% employer match about $25,828 at 4% or $17,219 at 6%; with 100% employer match about $19,371 at 4% or $12,914 at 6%.
Full Circle Financial LLC 401(K) Profit Sharing Plan & Trust-6$109,072$9,298$1,550iApproximate average salary by contribution assumption: employee only about $38,742 at 4% or $25,828 at 6%; with 50% employer match about $25,828 at 4% or $17,219 at 6%; with 100% employer match about $19,371 at 4% or $12,914 at 6%.
201514$412,984$0-
Full Circle Financial LLC 401(K) Profit Sharing Plan & Trust-4$412,984--
201417$435,690$0-
Full Circle Financial LLC 401(K) Profit Sharing Plan & Trust-7$435,690--
201316$400,303$0-
Full Circle Financial LLC 401(K) Profit Sharing Plan & Trust-6$400,303--
201215$320,082$21,433$4,287iApproximate average salary by contribution assumption: employee only about $107,165 at 4% or $71,443 at 6%; with 50% employer match about $71,443 at 4% or $47,629 at 6%; with 100% employer match about $53,583 at 4% or $35,722 at 6%.
Full Circle Financial LLC 401(K) Profit Sharing Plan & Trust-5$320,082$21,433$4,287iApproximate average salary by contribution assumption: employee only about $107,165 at 4% or $71,443 at 6%; with 50% employer match about $71,443 at 4% or $47,629 at 6%; with 100% employer match about $53,583 at 4% or $35,722 at 6%.
201116$273,089$24,166$4,028iApproximate average salary by contribution assumption: employee only about $100,692 at 4% or $67,128 at 6%; with 50% employer match about $67,128 at 4% or $44,752 at 6%; with 100% employer match about $50,346 at 4% or $33,564 at 6%.
Full Circle Financial LLC 401(K) Profit Sharing Plan & Trust-6$273,089$24,166$4,028iApproximate average salary by contribution assumption: employee only about $100,692 at 4% or $67,128 at 6%; with 50% employer match about $67,128 at 4% or $44,752 at 6%; with 100% employer match about $50,346 at 4% or $33,564 at 6%.
201015$261,696$258,430$51,686iApproximate average salary by contribution assumption: employee only about $1,292,150 at 4% or $861,433 at 6%; with 50% employer match about $861,433 at 4% or $574,289 at 6%; with 100% employer match about $646,075 at 4% or $430,717 at 6%.
Full Circle Financial LLC 401(K) Profit Sharing Plan & Trust-5$261,696$258,430$51,686iApproximate average salary by contribution assumption: employee only about $1,292,150 at 4% or $861,433 at 6%; with 50% employer match about $861,433 at 4% or $574,289 at 6%; with 100% employer match about $646,075 at 4% or $430,717 at 6%.