Civic Intelligence

Invus Financial Advisors LLC

Plan context: Invus Financial Advisors LLC 401(K) Plan

EIN 20-5712152 • New York, NY • 17 filings • 2 plans

126 E. 56th Street 20th FloorNew York, NY 10022-3613
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$5,194,918

2024 Contributions

$303,261

Historical Graphs

Total Assets Over Time

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

$5,194,918$2,597,459$0200820162024YearValue
$5,194,918Latest year 2024

Participants Over Time

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

1580200820162024YearValue
15Latest 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
2024115$5,194,918$303,261$20,217iApproximate average salary by contribution assumption: employee only about $505,435 at 4% or $336,957 at 6%; with 50% employer match about $336,957 at 4% or $224,638 at 6%; with 100% employer match about $252,718 at 4% or $168,478 at 6%.
Invus Financial Advisors LLC 401(K) Plan-15$5,194,918$303,261$20,217iApproximate average salary by contribution assumption: employee only about $505,435 at 4% or $336,957 at 6%; with 50% employer match about $336,957 at 4% or $224,638 at 6%; with 100% employer match about $252,718 at 4% or $168,478 at 6%.
2023115$4,315,137$295,122$19,675iApproximate average salary by contribution assumption: employee only about $491,870 at 4% or $327,913 at 6%; with 50% employer match about $327,913 at 4% or $218,609 at 6%; with 100% employer match about $245,935 at 4% or $163,957 at 6%.
Invus Financial Advisors LLC 401(K) Plan-15$4,315,137$295,122$19,675iApproximate average salary by contribution assumption: employee only about $491,870 at 4% or $327,913 at 6%; with 50% employer match about $327,913 at 4% or $218,609 at 6%; with 100% employer match about $245,935 at 4% or $163,957 at 6%.
2022114$3,262,882$226,117$16,151iApproximate average salary by contribution assumption: employee only about $403,780 at 4% or $269,187 at 6%; with 50% employer match about $269,187 at 4% or $179,458 at 6%; with 100% employer match about $201,890 at 4% or $134,593 at 6%.
Invus Financial Advisors LLC 401(K) Plan-14$3,262,882$226,117$16,151iApproximate average salary by contribution assumption: employee only about $403,780 at 4% or $269,187 at 6%; with 50% employer match about $269,187 at 4% or $179,458 at 6%; with 100% employer match about $201,890 at 4% or $134,593 at 6%.
2021113$3,823,640$177,613$13,663iApproximate average salary by contribution assumption: employee only about $341,563 at 4% or $227,709 at 6%; with 50% employer match about $227,709 at 4% or $151,806 at 6%; with 100% employer match about $170,782 at 4% or $113,854 at 6%.
Invus Financial Advisors LLC 401(K) Plan-13$3,823,640$177,613$13,663iApproximate average salary by contribution assumption: employee only about $341,563 at 4% or $227,709 at 6%; with 50% employer match about $227,709 at 4% or $151,806 at 6%; with 100% employer match about $170,782 at 4% or $113,854 at 6%.
2020112$3,094,476$204,100$17,008iApproximate average salary by contribution assumption: employee only about $425,208 at 4% or $283,472 at 6%; with 50% employer match about $283,472 at 4% or $188,981 at 6%; with 100% employer match about $212,604 at 4% or $141,736 at 6%.
Invus Financial Advisors LLC 401(K) Plan-12$3,094,476$204,100$17,008iApproximate average salary by contribution assumption: employee only about $425,208 at 4% or $283,472 at 6%; with 50% employer match about $283,472 at 4% or $188,981 at 6%; with 100% employer match about $212,604 at 4% or $141,736 at 6%.
2019110$2,373,659$177,800$17,780iApproximate average salary by contribution assumption: employee only about $444,500 at 4% or $296,333 at 6%; with 50% employer match about $296,333 at 4% or $197,556 at 6%; with 100% employer match about $222,250 at 4% or $148,167 at 6%.
Invus Financial Advisors LLC 401(K) Plan-10$2,373,659$177,800$17,780iApproximate average salary by contribution assumption: employee only about $444,500 at 4% or $296,333 at 6%; with 50% employer match about $296,333 at 4% or $197,556 at 6%; with 100% employer match about $222,250 at 4% or $148,167 at 6%.
201819$1,779,308$148,452$16,495iApproximate average salary by contribution assumption: employee only about $412,367 at 4% or $274,911 at 6%; with 50% employer match about $274,911 at 4% or $183,274 at 6%; with 100% employer match about $206,183 at 4% or $137,456 at 6%.
Invus Financial Advisors LLC 401(K) Plan-9$1,779,308$148,452$16,495iApproximate average salary by contribution assumption: employee only about $412,367 at 4% or $274,911 at 6%; with 50% employer match about $274,911 at 4% or $183,274 at 6%; with 100% employer match about $206,183 at 4% or $137,456 at 6%.
201719$1,736,078$152,600$16,956iApproximate average salary by contribution assumption: employee only about $423,889 at 4% or $282,593 at 6%; with 50% employer match about $282,593 at 4% or $188,395 at 6%; with 100% employer match about $211,944 at 4% or $141,296 at 6%.
Invus Financial Advisors LLC 401(K) Plan-9$1,736,078$152,600$16,956iApproximate average salary by contribution assumption: employee only about $423,889 at 4% or $282,593 at 6%; with 50% employer match about $282,593 at 4% or $188,395 at 6%; with 100% employer match about $211,944 at 4% or $141,296 at 6%.
201618$1,337,376$113,400$14,175iApproximate average salary by contribution assumption: employee only about $354,375 at 4% or $236,250 at 6%; with 50% employer match about $236,250 at 4% or $157,500 at 6%; with 100% employer match about $177,188 at 4% or $118,125 at 6%.
Invus Financial Advisors LLC 401(K) Plan-8$1,337,376$113,400$14,175iApproximate average salary by contribution assumption: employee only about $354,375 at 4% or $236,250 at 6%; with 50% employer match about $236,250 at 4% or $157,500 at 6%; with 100% employer match about $177,188 at 4% or $118,125 at 6%.
201519$1,172,070$146,400$16,267iApproximate average salary by contribution assumption: employee only about $406,667 at 4% or $271,111 at 6%; with 50% employer match about $271,111 at 4% or $180,741 at 6%; with 100% employer match about $203,333 at 4% or $135,556 at 6%.
Invus Financial Advisors LLC 401(K) Plan-9$1,172,070$146,400$16,267iApproximate average salary by contribution assumption: employee only about $406,667 at 4% or $271,111 at 6%; with 50% employer match about $271,111 at 4% or $180,741 at 6%; with 100% employer match about $203,333 at 4% or $135,556 at 6%.
201419$1,028,425$130,400$14,489iApproximate average salary by contribution assumption: employee only about $362,222 at 4% or $241,481 at 6%; with 50% employer match about $241,481 at 4% or $160,988 at 6%; with 100% employer match about $181,111 at 4% or $120,741 at 6%.
Invus Financial Advisors LLC 401(K) Plan-9$1,028,425$130,400$14,489iApproximate average salary by contribution assumption: employee only about $362,222 at 4% or $241,481 at 6%; with 50% employer match about $241,481 at 4% or $160,988 at 6%; with 100% employer match about $181,111 at 4% or $120,741 at 6%.
201317$854,914$94,400$13,486iApproximate average salary by contribution assumption: employee only about $337,143 at 4% or $224,762 at 6%; with 50% employer match about $224,762 at 4% or $149,841 at 6%; with 100% employer match about $168,571 at 4% or $112,381 at 6%.
Invus Financial Advisors LLC 401(K) Plan-7$854,914$94,400$13,486iApproximate average salary by contribution assumption: employee only about $337,143 at 4% or $224,762 at 6%; with 50% employer match about $224,762 at 4% or $149,841 at 6%; with 100% employer match about $168,571 at 4% or $112,381 at 6%.
201217$771,574$322,023$46,003iApproximate average salary by contribution assumption: employee only about $1,150,082 at 4% or $766,721 at 6%; with 50% employer match about $766,721 at 4% or $511,148 at 6%; with 100% employer match about $575,041 at 4% or $383,361 at 6%.
Invus Financial Advisors LLC 401(K) Plan-7$771,574$322,023$46,003iApproximate average salary by contribution assumption: employee only about $1,150,082 at 4% or $766,721 at 6%; with 50% employer match about $766,721 at 4% or $511,148 at 6%; with 100% employer match about $575,041 at 4% or $383,361 at 6%.
201114$406,995$12,480$3,120iApproximate average salary by contribution assumption: employee only about $78,000 at 4% or $52,000 at 6%; with 50% employer match about $52,000 at 4% or $34,667 at 6%; with 100% employer match about $39,000 at 4% or $26,000 at 6%.
Invus Financial Advisors LLC 401(K) Plan-4$406,995$12,480$3,120iApproximate average salary by contribution assumption: employee only about $78,000 at 4% or $52,000 at 6%; with 50% employer match about $52,000 at 4% or $34,667 at 6%; with 100% employer match about $39,000 at 4% or $26,000 at 6%.
201015$601,667$11,520$2,304iApproximate average salary by contribution assumption: employee only about $57,600 at 4% or $38,400 at 6%; with 50% employer match about $38,400 at 4% or $25,600 at 6%; with 100% employer match about $28,800 at 4% or $19,200 at 6%.
Invus Financial Advisors LLC 401(K) Plan-5$601,667$11,520$2,304iApproximate average salary by contribution assumption: employee only about $57,600 at 4% or $38,400 at 6%; with 50% employer match about $38,400 at 4% or $25,600 at 6%; with 100% employer match about $28,800 at 4% or $19,200 at 6%.
200915$534,529$162,504$32,501iApproximate average salary by contribution assumption: employee only about $812,520 at 4% or $541,680 at 6%; with 50% employer match about $541,680 at 4% or $361,120 at 6%; with 100% employer match about $406,260 at 4% or $270,840 at 6%.
Invus Financial Advisors LLC 401(K) Plan-5$534,529$162,504$32,501iApproximate average salary by contribution assumption: employee only about $812,520 at 4% or $541,680 at 6%; with 50% employer match about $541,680 at 4% or $361,120 at 6%; with 100% employer match about $406,260 at 4% or $270,840 at 6%.
200815$304,810$322,469$64,494iApproximate average salary by contribution assumption: employee only about $1,612,345 at 4% or $1,074,897 at 6%; with 50% employer match about $1,074,897 at 4% or $716,598 at 6%; with 100% employer match about $806,173 at 4% or $537,448 at 6%.
Invus Financial Advisors LLC 401(K) Plan-5$304,810$322,469$64,494iApproximate average salary by contribution assumption: employee only about $1,612,345 at 4% or $1,074,897 at 6%; with 50% employer match about $1,074,897 at 4% or $716,598 at 6%; with 100% employer match about $806,173 at 4% or $537,448 at 6%.