FINLEY WEALTH MANAGEMENT, LLC
Plan context: FINLEY WEALTH MANAGEMENT, LLC 401(K) PLAN
EIN 20-4355798 • Estero, FL • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$277,888
2025 Contributions
$74,097
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $277,888 | $74,097 | $24,699iApproximate average salary by contribution assumption: employee only about $617,475 at 4% or $411,650 at 6%; with 50% employer match about $411,650 at 4% or $274,433 at 6%; with 100% employer match about $308,738 at 4% or $205,825 at 6%. |
| FINLEY WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 3 | $277,888 | $74,097 | $24,699iApproximate average salary by contribution assumption: employee only about $617,475 at 4% or $411,650 at 6%; with 50% employer match about $411,650 at 4% or $274,433 at 6%; with 100% employer match about $308,738 at 4% or $205,825 at 6%. |
| 2024 | 1 | 4 | $164,236 | $92,676 | $23,169iApproximate average salary by contribution assumption: employee only about $579,225 at 4% or $386,150 at 6%; with 50% employer match about $386,150 at 4% or $257,433 at 6%; with 100% employer match about $289,613 at 4% or $193,075 at 6%. |
| FINLEY WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 4 | $164,236 | $92,676 | $23,169iApproximate average salary by contribution assumption: employee only about $579,225 at 4% or $386,150 at 6%; with 50% employer match about $386,150 at 4% or $257,433 at 6%; with 100% employer match about $289,613 at 4% or $193,075 at 6%. |
| 2023 | 1 | 3 | $61,207 | $38,384 | $12,795iApproximate average salary by contribution assumption: employee only about $319,867 at 4% or $213,244 at 6%; with 50% employer match about $213,244 at 4% or $142,163 at 6%; with 100% employer match about $159,933 at 4% or $106,622 at 6%. |
| FINLEY WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 3 | $61,207 | $38,384 | $12,795iApproximate average salary by contribution assumption: employee only about $319,867 at 4% or $213,244 at 6%; with 50% employer match about $213,244 at 4% or $142,163 at 6%; with 100% employer match about $159,933 at 4% or $106,622 at 6%. |
| 2022 | 1 | 2 | $16,761 | $16,667 | $8,334iApproximate average salary by contribution assumption: employee only about $208,338 at 4% or $138,892 at 6%; with 50% employer match about $138,892 at 4% or $92,594 at 6%; with 100% employer match about $104,169 at 4% or $69,446 at 6%. |
| FINLEY WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 2 | $16,761 | $16,667 | $8,334iApproximate average salary by contribution assumption: employee only about $208,338 at 4% or $138,892 at 6%; with 50% employer match about $138,892 at 4% or $92,594 at 6%; with 100% employer match about $104,169 at 4% or $69,446 at 6%. |