Civic Intelligence

ERICKSON FINANCIAL ADVISORS

Plan context: ERICKSON FINANCIAL ADVISORS 401(K) PLAN

EIN 20-2063586 • Grand Forks, ND • 10 filings • 1 plans

2812 17th Ave. S, Unit FGrand Forks, ND 58201
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$2,258,679

2025 Contributions

$128,404

Historical Graphs

Total Assets Over Time

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

$2,258,679$1,129,340$0201620212025YearValue
$2,258,679Latest year 2025

Participants Over Time

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

420201620212025YearValue
3Latest year 2025

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
202513$2,258,679$128,404$42,801iApproximate average salary by contribution assumption: employee only about $1,070,033 at 4% or $713,356 at 6%; with 50% employer match about $713,356 at 4% or $475,570 at 6%; with 100% employer match about $535,017 at 4% or $356,678 at 6%.
ERICKSON FINANCIAL ADVISORS 401(K) PLAN-3$2,258,679$128,404$42,801iApproximate average salary by contribution assumption: employee only about $1,070,033 at 4% or $713,356 at 6%; with 50% employer match about $713,356 at 4% or $475,570 at 6%; with 100% employer match about $535,017 at 4% or $356,678 at 6%.
202413$1,750,893$104,174$34,725iApproximate average salary by contribution assumption: employee only about $868,117 at 4% or $578,744 at 6%; with 50% employer match about $578,744 at 4% or $385,830 at 6%; with 100% employer match about $434,058 at 4% or $289,372 at 6%.
ERICKSON FINANCIAL ADVISORS 401(K) PLAN-3$1,750,893$104,174$34,725iApproximate average salary by contribution assumption: employee only about $868,117 at 4% or $578,744 at 6%; with 50% employer match about $578,744 at 4% or $385,830 at 6%; with 100% employer match about $434,058 at 4% or $289,372 at 6%.
202313$1,420,370$98,169$32,723iApproximate average salary by contribution assumption: employee only about $818,075 at 4% or $545,383 at 6%; with 50% employer match about $545,383 at 4% or $363,589 at 6%; with 100% employer match about $409,038 at 4% or $272,692 at 6%.
ERICKSON FINANCIAL ADVISORS 401(K) PLAN-3$1,420,370$98,169$32,723iApproximate average salary by contribution assumption: employee only about $818,075 at 4% or $545,383 at 6%; with 50% employer match about $545,383 at 4% or $363,589 at 6%; with 100% employer match about $409,038 at 4% or $272,692 at 6%.
202213$1,170,632$83,594$27,865iApproximate average salary by contribution assumption: employee only about $696,617 at 4% or $464,411 at 6%; with 50% employer match about $464,411 at 4% or $309,607 at 6%; with 100% employer match about $348,308 at 4% or $232,206 at 6%.
ERICKSON FINANCIAL ADVISORS 401(K) PLAN-3$1,170,632$83,594$27,865iApproximate average salary by contribution assumption: employee only about $696,617 at 4% or $464,411 at 6%; with 50% employer match about $464,411 at 4% or $309,607 at 6%; with 100% employer match about $348,308 at 4% or $232,206 at 6%.
202113$1,153,660$100,413$33,471iApproximate average salary by contribution assumption: employee only about $836,775 at 4% or $557,850 at 6%; with 50% employer match about $557,850 at 4% or $371,900 at 6%; with 100% employer match about $418,388 at 4% or $278,925 at 6%.
ERICKSON FINANCIAL ADVISORS 401(K) PLAN-3$1,153,660$100,413$33,471iApproximate average salary by contribution assumption: employee only about $836,775 at 4% or $557,850 at 6%; with 50% employer match about $557,850 at 4% or $371,900 at 6%; with 100% employer match about $418,388 at 4% or $278,925 at 6%.
202013$857,054$80,435$26,812iApproximate average salary by contribution assumption: employee only about $670,292 at 4% or $446,861 at 6%; with 50% employer match about $446,861 at 4% or $297,907 at 6%; with 100% employer match about $335,146 at 4% or $223,431 at 6%.
ERICKSON FINANCIAL ADVISORS 401(K) PLAN-3$857,054$80,435$26,812iApproximate average salary by contribution assumption: employee only about $670,292 at 4% or $446,861 at 6%; with 50% employer match about $446,861 at 4% or $297,907 at 6%; with 100% employer match about $335,146 at 4% or $223,431 at 6%.
201914$690,755$156,003$39,001iApproximate average salary by contribution assumption: employee only about $975,019 at 4% or $650,013 at 6%; with 50% employer match about $650,013 at 4% or $433,342 at 6%; with 100% employer match about $487,509 at 4% or $325,006 at 6%.
ERICKSON FINANCIAL ADVISORS 401(K) PLAN-4$690,755$156,003$39,001iApproximate average salary by contribution assumption: employee only about $975,019 at 4% or $650,013 at 6%; with 50% employer match about $650,013 at 4% or $433,342 at 6%; with 100% employer match about $487,509 at 4% or $325,006 at 6%.
201813$407,427$35,190$11,730iApproximate average salary by contribution assumption: employee only about $293,250 at 4% or $195,500 at 6%; with 50% employer match about $195,500 at 4% or $130,333 at 6%; with 100% employer match about $146,625 at 4% or $97,750 at 6%.
ERICKSON FINANCIAL ADVISORS 401(K) PLAN-3$407,427$35,190$11,730iApproximate average salary by contribution assumption: employee only about $293,250 at 4% or $195,500 at 6%; with 50% employer match about $195,500 at 4% or $130,333 at 6%; with 100% employer match about $146,625 at 4% or $97,750 at 6%.
201713$371,767$82,591$27,530iApproximate average salary by contribution assumption: employee only about $688,258 at 4% or $458,839 at 6%; with 50% employer match about $458,839 at 4% or $305,893 at 6%; with 100% employer match about $344,129 at 4% or $229,419 at 6%.
ERICKSON FINANCIAL ADVISORS 401(K) PLAN-3$371,767$82,591$27,530iApproximate average salary by contribution assumption: employee only about $688,258 at 4% or $458,839 at 6%; with 50% employer match about $458,839 at 4% or $305,893 at 6%; with 100% employer match about $344,129 at 4% or $229,419 at 6%.
201613$238,935$207,880$69,293iApproximate average salary by contribution assumption: employee only about $1,732,333 at 4% or $1,154,889 at 6%; with 50% employer match about $1,154,889 at 4% or $769,926 at 6%; with 100% employer match about $866,167 at 4% or $577,444 at 6%.
ERICKSON FINANCIAL ADVISORS 401(K) PLAN-3$238,935$207,880$69,293iApproximate average salary by contribution assumption: employee only about $1,732,333 at 4% or $1,154,889 at 6%; with 50% employer match about $1,154,889 at 4% or $769,926 at 6%; with 100% employer match about $866,167 at 4% or $577,444 at 6%.