Civic Intelligence

Bodnar Financial Advisors Inc.

Plan context: Bodnar Financial 401(K) Plan

EIN 22-3039012 • Florham Park, NJ • 22 filings • 2 plans

248 Columbia TurnpikeSuite 104Florham Park, NJ 07932
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$3,291,984

2025 Contributions

$122,590

Historical Graphs

Total Assets Over Time

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

$3,291,984$1,645,992$0201320192025YearValue
$3,291,984Latest year 2025

Participants Over Time

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

630201320192025YearValue
6Latest 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
202526$3,291,984$122,590$20,432iApproximate average salary by contribution assumption: employee only about $510,792 at 4% or $340,528 at 6%; with 50% employer match about $340,528 at 4% or $227,019 at 6%; with 100% employer match about $255,396 at 4% or $170,264 at 6%.
Bodnar Financial 401(K) Plan-6$2,056,919$122,590$20,432iApproximate average salary by contribution assumption: employee only about $510,792 at 4% or $340,528 at 6%; with 50% employer match about $340,528 at 4% or $227,019 at 6%; with 100% employer match about $255,396 at 4% or $170,264 at 6%.
Bodnar Financial Cash Balance Plan-4$1,235,065$0-
202426$2,646,371$211,981$35,330iApproximate average salary by contribution assumption: employee only about $883,254 at 4% or $588,836 at 6%; with 50% employer match about $588,836 at 4% or $392,557 at 6%; with 100% employer match about $441,627 at 4% or $294,418 at 6%.
Bodnar Financial 401(K) Plan-6$1,585,852$119,283$19,881iApproximate average salary by contribution assumption: employee only about $497,013 at 4% or $331,342 at 6%; with 50% employer match about $331,342 at 4% or $220,894 at 6%; with 100% employer match about $248,506 at 4% or $165,671 at 6%.
Bodnar Financial Cash Balance Plan-5$1,060,519$92,698$18,540iApproximate average salary by contribution assumption: employee only about $463,490 at 4% or $308,993 at 6%; with 50% employer match about $308,993 at 4% or $205,996 at 6%; with 100% employer match about $231,745 at 4% or $154,497 at 6%.
202325$2,056,942$216,804$43,361iApproximate average salary by contribution assumption: employee only about $1,084,020 at 4% or $722,680 at 6%; with 50% employer match about $722,680 at 4% or $481,787 at 6%; with 100% employer match about $542,010 at 4% or $361,340 at 6%.
Bodnar Financial 401(K) Plan-5$1,291,942$103,312$20,662iApproximate average salary by contribution assumption: employee only about $516,560 at 4% or $344,373 at 6%; with 50% employer match about $344,373 at 4% or $229,582 at 6%; with 100% employer match about $258,280 at 4% or $172,187 at 6%.
Bodnar Financial Cash Balance Plan-4$765,000$113,492$28,373iApproximate average salary by contribution assumption: employee only about $709,325 at 4% or $472,883 at 6%; with 50% employer match about $472,883 at 4% or $315,256 at 6%; with 100% employer match about $354,663 at 4% or $236,442 at 6%.
202226$1,549,918$147,086$24,514iApproximate average salary by contribution assumption: employee only about $612,858 at 4% or $408,572 at 6%; with 50% employer match about $408,572 at 4% or $272,381 at 6%; with 100% employer match about $306,429 at 4% or $204,286 at 6%.
Bodnar Financial 401(K) Plan-6$1,017,812$103,617$17,270iApproximate average salary by contribution assumption: employee only about $431,738 at 4% or $287,825 at 6%; with 50% employer match about $287,825 at 4% or $191,883 at 6%; with 100% employer match about $215,869 at 4% or $143,913 at 6%.
Bodnar Financial Cash Balance Plan-4$532,106$43,469$10,867iApproximate average salary by contribution assumption: employee only about $271,681 at 4% or $181,121 at 6%; with 50% employer match about $181,121 at 4% or $120,747 at 6%; with 100% employer match about $135,841 at 4% or $90,560 at 6%.
202125$1,846,720$172,471$34,494iApproximate average salary by contribution assumption: employee only about $862,355 at 4% or $574,903 at 6%; with 50% employer match about $574,903 at 4% or $383,269 at 6%; with 100% employer match about $431,177 at 4% or $287,452 at 6%.
Bodnar Financial 401(K) Plan-5$1,274,955$95,343$19,069iApproximate average salary by contribution assumption: employee only about $476,715 at 4% or $317,810 at 6%; with 50% employer match about $317,810 at 4% or $211,873 at 6%; with 100% employer match about $238,357 at 4% or $158,905 at 6%.
Bodnar Financial Cash Balance Plan-4$571,765$77,128$19,282iApproximate average salary by contribution assumption: employee only about $482,050 at 4% or $321,367 at 6%; with 50% employer match about $321,367 at 4% or $214,244 at 6%; with 100% employer match about $241,025 at 4% or $160,683 at 6%.
202024$1,457,348$192,889$48,222iApproximate average salary by contribution assumption: employee only about $1,205,556 at 4% or $803,704 at 6%; with 50% employer match about $803,704 at 4% or $535,803 at 6%; with 100% employer match about $602,778 at 4% or $401,852 at 6%.
Bodnar Financial 401(K) Plan-4$1,032,517$94,271$23,568iApproximate average salary by contribution assumption: employee only about $589,194 at 4% or $392,796 at 6%; with 50% employer match about $392,796 at 4% or $261,864 at 6%; with 100% employer match about $294,597 at 4% or $196,398 at 6%.
Bodnar Financial Cash Balance Plan-3$424,831$98,618$32,873iApproximate average salary by contribution assumption: employee only about $821,817 at 4% or $547,878 at 6%; with 50% employer match about $547,878 at 4% or $365,252 at 6%; with 100% employer match about $410,908 at 4% or $273,939 at 6%.
201925$1,068,679$198,528$39,706iApproximate average salary by contribution assumption: employee only about $992,640 at 4% or $661,760 at 6%; with 50% employer match about $661,760 at 4% or $441,173 at 6%; with 100% employer match about $496,320 at 4% or $330,880 at 6%.
Bodnar Financial 401(K) Plan-5$796,662$100,928$20,186iApproximate average salary by contribution assumption: employee only about $504,640 at 4% or $336,427 at 6%; with 50% employer match about $336,427 at 4% or $224,284 at 6%; with 100% employer match about $252,320 at 4% or $168,213 at 6%.
Bodnar Financial Cash Balance Plan-3$272,017$97,600$32,533iApproximate average salary by contribution assumption: employee only about $813,333 at 4% or $542,222 at 6%; with 50% employer match about $542,222 at 4% or $361,481 at 6%; with 100% employer match about $406,667 at 4% or $271,111 at 6%.
201824$702,379$187,075$46,769iApproximate average salary by contribution assumption: employee only about $1,169,219 at 4% or $779,479 at 6%; with 50% employer match about $779,479 at 4% or $519,653 at 6%; with 100% employer match about $584,609 at 4% or $389,740 at 6%.
Bodnar Financial 401(K) Plan-4$544,928$90,699$22,675iApproximate average salary by contribution assumption: employee only about $566,869 at 4% or $377,913 at 6%; with 50% employer match about $377,913 at 4% or $251,942 at 6%; with 100% employer match about $283,434 at 4% or $188,956 at 6%.
Bodnar Financial Cash Balance Plan-3$157,451$96,376$32,125iApproximate average salary by contribution assumption: employee only about $803,133 at 4% or $535,422 at 6%; with 50% employer match about $535,422 at 4% or $356,948 at 6%; with 100% employer match about $401,567 at 4% or $267,711 at 6%.
201724$570,871$155,619$38,905iApproximate average salary by contribution assumption: employee only about $972,619 at 4% or $648,413 at 6%; with 50% employer match about $648,413 at 4% or $432,275 at 6%; with 100% employer match about $486,309 at 4% or $324,206 at 6%.
Bodnar Financial 401(K) Plan-4$508,221$92,969$23,242iApproximate average salary by contribution assumption: employee only about $581,056 at 4% or $387,371 at 6%; with 50% employer match about $387,371 at 4% or $258,247 at 6%; with 100% employer match about $290,528 at 4% or $193,685 at 6%.
Bodnar Financial Cash Balance Plan-3$62,650$62,650$20,883iApproximate average salary by contribution assumption: employee only about $522,083 at 4% or $348,056 at 6%; with 50% employer match about $348,056 at 4% or $232,037 at 6%; with 100% employer match about $261,042 at 4% or $174,028 at 6%.
201614$341,827$86,697$21,674iApproximate average salary by contribution assumption: employee only about $541,856 at 4% or $361,238 at 6%; with 50% employer match about $361,238 at 4% or $240,825 at 6%; with 100% employer match about $270,928 at 4% or $180,619 at 6%.
Bodnar Financial 401(K) Plan-4$341,827$86,697$21,674iApproximate average salary by contribution assumption: employee only about $541,856 at 4% or $361,238 at 6%; with 50% employer match about $361,238 at 4% or $240,825 at 6%; with 100% employer match about $270,928 at 4% or $180,619 at 6%.
201513$227,059$77,981$25,994iApproximate average salary by contribution assumption: employee only about $649,842 at 4% or $433,228 at 6%; with 50% employer match about $433,228 at 4% or $288,819 at 6%; with 100% employer match about $324,921 at 4% or $216,614 at 6%.
Bodnar Financial 401(K) Plan-3$227,059$77,981$25,994iApproximate average salary by contribution assumption: employee only about $649,842 at 4% or $433,228 at 6%; with 50% employer match about $433,228 at 4% or $288,819 at 6%; with 100% employer match about $324,921 at 4% or $216,614 at 6%.
201413$154,750$74,720$24,907iApproximate average salary by contribution assumption: employee only about $622,667 at 4% or $415,111 at 6%; with 50% employer match about $415,111 at 4% or $276,741 at 6%; with 100% employer match about $311,333 at 4% or $207,556 at 6%.
Bodnar Financial 401(K) Plan-3$154,750$74,720$24,907iApproximate average salary by contribution assumption: employee only about $622,667 at 4% or $415,111 at 6%; with 50% employer match about $415,111 at 4% or $276,741 at 6%; with 100% employer match about $311,333 at 4% or $207,556 at 6%.
201313$77,497$73,752$24,584iApproximate average salary by contribution assumption: employee only about $614,600 at 4% or $409,733 at 6%; with 50% employer match about $409,733 at 4% or $273,156 at 6%; with 100% employer match about $307,300 at 4% or $204,867 at 6%.
Bodnar Financial 401(K) Plan-3$77,497$73,752$24,584iApproximate average salary by contribution assumption: employee only about $614,600 at 4% or $409,733 at 6%; with 50% employer match about $409,733 at 4% or $273,156 at 6%; with 100% employer match about $307,300 at 4% or $204,867 at 6%.