Civic Intelligence

Finserv Consulting LLC

Plan context: Finserv Consulting LLC Incentive Savings Trust

EIN 20-3640254 • Cranbury, NJ • 19 filings • 3 plans

23 Shady Brook LnCranbury, NJ 08512
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$4,097,717

2024 Contributions

$305,208

Historical Graphs

Total Assets Over Time

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

$4,097,717$2,048,859$0200620152024YearValue
$4,097,717Latest year 2024

Participants Over Time

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

1680200620152024YearValue
16Latest 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
2024116$4,097,717$305,208$19,076iApproximate average salary by contribution assumption: employee only about $476,888 at 4% or $317,925 at 6%; with 50% employer match about $317,925 at 4% or $211,950 at 6%; with 100% employer match about $238,444 at 4% or $158,963 at 6%.
Finserv Consulting LLC Incentive Savings Trust-16$4,097,717$305,208$19,076iApproximate average salary by contribution assumption: employee only about $476,888 at 4% or $317,925 at 6%; with 50% employer match about $317,925 at 4% or $211,950 at 6%; with 100% employer match about $238,444 at 4% or $158,963 at 6%.
2023116$3,532,536$284,112$17,757iApproximate average salary by contribution assumption: employee only about $443,925 at 4% or $295,950 at 6%; with 50% employer match about $295,950 at 4% or $197,300 at 6%; with 100% employer match about $221,963 at 4% or $147,975 at 6%.
Finserv Consulting LLC Incentive Savings Trust-16$3,532,536$284,112$17,757iApproximate average salary by contribution assumption: employee only about $443,925 at 4% or $295,950 at 6%; with 50% employer match about $295,950 at 4% or $197,300 at 6%; with 100% employer match about $221,963 at 4% or $147,975 at 6%.
2022113$2,823,123$190,725$14,671iApproximate average salary by contribution assumption: employee only about $366,779 at 4% or $244,519 at 6%; with 50% employer match about $244,519 at 4% or $163,013 at 6%; with 100% employer match about $183,389 at 4% or $122,260 at 6%.
Finserv Consulting LLC Incentive Savings Trust-13$2,823,123$190,725$14,671iApproximate average salary by contribution assumption: employee only about $366,779 at 4% or $244,519 at 6%; with 50% employer match about $244,519 at 4% or $163,013 at 6%; with 100% employer match about $183,389 at 4% or $122,260 at 6%.
2021110$3,091,652$160,202$16,020iApproximate average salary by contribution assumption: employee only about $400,505 at 4% or $267,003 at 6%; with 50% employer match about $267,003 at 4% or $178,002 at 6%; with 100% employer match about $200,253 at 4% or $133,502 at 6%.
Finserv Consulting LLC Incentive Savings Trust-10$3,091,652$160,202$16,020iApproximate average salary by contribution assumption: employee only about $400,505 at 4% or $267,003 at 6%; with 50% employer match about $267,003 at 4% or $178,002 at 6%; with 100% employer match about $200,253 at 4% or $133,502 at 6%.
2020112$2,830,942$176,117$14,676iApproximate average salary by contribution assumption: employee only about $366,910 at 4% or $244,607 at 6%; with 50% employer match about $244,607 at 4% or $163,071 at 6%; with 100% employer match about $183,455 at 4% or $122,303 at 6%.
Finserv Consulting LLC Incentive Savings Trust-12$2,830,942$176,117$14,676iApproximate average salary by contribution assumption: employee only about $366,910 at 4% or $244,607 at 6%; with 50% employer match about $244,607 at 4% or $163,071 at 6%; with 100% employer match about $183,455 at 4% or $122,303 at 6%.
2019115$2,482,852$157,987$10,532iApproximate average salary by contribution assumption: employee only about $263,312 at 4% or $175,541 at 6%; with 50% employer match about $175,541 at 4% or $117,027 at 6%; with 100% employer match about $131,656 at 4% or $87,771 at 6%.
Finserv Consulting LLC Incentive Savings Trust-15$2,482,852$157,987$10,532iApproximate average salary by contribution assumption: employee only about $263,312 at 4% or $175,541 at 6%; with 50% employer match about $175,541 at 4% or $117,027 at 6%; with 100% employer match about $131,656 at 4% or $87,771 at 6%.
2018113$1,939,297$177,822$13,679iApproximate average salary by contribution assumption: employee only about $341,965 at 4% or $227,977 at 6%; with 50% employer match about $227,977 at 4% or $151,985 at 6%; with 100% employer match about $170,983 at 4% or $113,988 at 6%.
Finserv Consulting LLC Incentive Savings Trust-13$1,939,297$177,822$13,679iApproximate average salary by contribution assumption: employee only about $341,965 at 4% or $227,977 at 6%; with 50% employer match about $227,977 at 4% or $151,985 at 6%; with 100% employer match about $170,983 at 4% or $113,988 at 6%.
2017110$1,861,261$132,226$13,223iApproximate average salary by contribution assumption: employee only about $330,565 at 4% or $220,377 at 6%; with 50% employer match about $220,377 at 4% or $146,918 at 6%; with 100% employer match about $165,283 at 4% or $110,188 at 6%.
Finserv Consulting LLC Incentive Savings Trust-10$1,861,261$132,226$13,223iApproximate average salary by contribution assumption: employee only about $330,565 at 4% or $220,377 at 6%; with 50% employer match about $220,377 at 4% or $146,918 at 6%; with 100% employer match about $165,283 at 4% or $110,188 at 6%.
2016113$1,618,142$132,285$10,176iApproximate average salary by contribution assumption: employee only about $254,394 at 4% or $169,596 at 6%; with 50% employer match about $169,596 at 4% or $113,064 at 6%; with 100% employer match about $127,197 at 4% or $84,798 at 6%.
Finserv Consulting LLC Incentive Savings Trust-13$1,618,142$132,285$10,176iApproximate average salary by contribution assumption: employee only about $254,394 at 4% or $169,596 at 6%; with 50% employer match about $169,596 at 4% or $113,064 at 6%; with 100% employer match about $127,197 at 4% or $84,798 at 6%.
2015112$1,388,813$170,356$14,196iApproximate average salary by contribution assumption: employee only about $354,908 at 4% or $236,606 at 6%; with 50% employer match about $236,606 at 4% or $157,737 at 6%; with 100% employer match about $177,454 at 4% or $118,303 at 6%.
Finserv Consulting LLC Incentive Savings Trust-12$1,388,813$170,356$14,196iApproximate average salary by contribution assumption: employee only about $354,908 at 4% or $236,606 at 6%; with 50% employer match about $236,606 at 4% or $157,737 at 6%; with 100% employer match about $177,454 at 4% or $118,303 at 6%.
2014116$1,527,825$196,280$12,268iApproximate average salary by contribution assumption: employee only about $306,688 at 4% or $204,458 at 6%; with 50% employer match about $204,458 at 4% or $136,306 at 6%; with 100% employer match about $153,344 at 4% or $102,229 at 6%.
Finserv Consulting LLC Incentive Savings Trust-16$1,527,825$196,280$12,268iApproximate average salary by contribution assumption: employee only about $306,688 at 4% or $204,458 at 6%; with 50% employer match about $204,458 at 4% or $136,306 at 6%; with 100% employer match about $153,344 at 4% or $102,229 at 6%.
2013115$1,503,856$190,998$12,733iApproximate average salary by contribution assumption: employee only about $318,330 at 4% or $212,220 at 6%; with 50% employer match about $212,220 at 4% or $141,480 at 6%; with 100% employer match about $159,165 at 4% or $106,110 at 6%.
Finserv Consulting LLC Incentive Savings Trust-15$1,503,856$190,998$12,733iApproximate average salary by contribution assumption: employee only about $318,330 at 4% or $212,220 at 6%; with 50% employer match about $212,220 at 4% or $141,480 at 6%; with 100% employer match about $159,165 at 4% or $106,110 at 6%.
2012115$1,235,818$203,444$13,563iApproximate average salary by contribution assumption: employee only about $339,073 at 4% or $226,049 at 6%; with 50% employer match about $226,049 at 4% or $150,699 at 6%; with 100% employer match about $169,537 at 4% or $113,024 at 6%.
Finserv Consulting LLC Incentive Savings Trust-15$1,235,818$203,444$13,563iApproximate average salary by contribution assumption: employee only about $339,073 at 4% or $226,049 at 6%; with 50% employer match about $226,049 at 4% or $150,699 at 6%; with 100% employer match about $169,537 at 4% or $113,024 at 6%.
2011112$903,981$136,727$11,394iApproximate average salary by contribution assumption: employee only about $284,848 at 4% or $189,899 at 6%; with 50% employer match about $189,899 at 4% or $126,599 at 6%; with 100% employer match about $142,424 at 4% or $94,949 at 6%.
Finserv Consulting LLC Incentive Savings Trust-12$903,981$136,727$11,394iApproximate average salary by contribution assumption: employee only about $284,848 at 4% or $189,899 at 6%; with 50% employer match about $189,899 at 4% or $126,599 at 6%; with 100% employer match about $142,424 at 4% or $94,949 at 6%.
2010112$844,827$138,069$11,506iApproximate average salary by contribution assumption: employee only about $287,644 at 4% or $191,763 at 6%; with 50% employer match about $191,763 at 4% or $127,842 at 6%; with 100% employer match about $143,822 at 4% or $95,881 at 6%.
Finserv Consulting LLC Incentive Savings Trust-12$844,827$138,069$11,506iApproximate average salary by contribution assumption: employee only about $287,644 at 4% or $191,763 at 6%; with 50% employer match about $191,763 at 4% or $127,842 at 6%; with 100% employer match about $143,822 at 4% or $95,881 at 6%.
2009112$626,856$164,782$13,732iApproximate average salary by contribution assumption: employee only about $343,296 at 4% or $228,864 at 6%; with 50% employer match about $228,864 at 4% or $152,576 at 6%; with 100% employer match about $171,648 at 4% or $114,432 at 6%.
Finserv Consulting LLC Incentive Savings Trust-12$626,856$164,782$13,732iApproximate average salary by contribution assumption: employee only about $343,296 at 4% or $228,864 at 6%; with 50% employer match about $228,864 at 4% or $152,576 at 6%; with 100% employer match about $171,648 at 4% or $114,432 at 6%.
2008112$411,922$205,518$17,127iApproximate average salary by contribution assumption: employee only about $428,163 at 4% or $285,442 at 6%; with 50% employer match about $285,442 at 4% or $190,294 at 6%; with 100% employer match about $214,081 at 4% or $142,721 at 6%.
Finserv Consulting LLC Incentive Savings Trust-12$411,922$205,518$17,127iApproximate average salary by contribution assumption: employee only about $428,163 at 4% or $285,442 at 6%; with 50% employer match about $285,442 at 4% or $190,294 at 6%; with 100% employer match about $214,081 at 4% or $142,721 at 6%.
2007110$345,751$235,301$23,530iApproximate average salary by contribution assumption: employee only about $588,253 at 4% or $392,168 at 6%; with 50% employer match about $392,168 at 4% or $261,446 at 6%; with 100% employer match about $294,126 at 4% or $196,084 at 6%.
Finserv Consulting LLC Incentive Savings Trust-10$345,751$235,301$23,530iApproximate average salary by contribution assumption: employee only about $588,253 at 4% or $392,168 at 6%; with 50% employer match about $392,168 at 4% or $261,446 at 6%; with 100% employer match about $294,126 at 4% or $196,084 at 6%.
200619$101,886$114,659$12,740iApproximate average salary by contribution assumption: employee only about $318,497 at 4% or $212,331 at 6%; with 50% employer match about $212,331 at 4% or $141,554 at 6%; with 100% employer match about $159,249 at 4% or $106,166 at 6%.
Finserv Consulting LLC Incentive Savings Trust-9$101,886$114,659$12,740iApproximate average salary by contribution assumption: employee only about $318,497 at 4% or $212,331 at 6%; with 50% employer match about $212,331 at 4% or $141,554 at 6%; with 100% employer match about $159,249 at 4% or $106,166 at 6%.
Finserv Consulting LLC | EIN 20-3640254 | 2024 Form 5500 Company Profile