Civic Intelligence

Highland Financial Advisors LLC

Plan context: Highland Financial Advisors LLC 401(K) Savings Plan

EIN 22-3469533 • Wayne, NJ • 23 filings • 6 plans

1680 Rt. 23 North - Ste 210Wayne, NJ 07470
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$3,711,147

2025 Contributions

$200,869

Historical Graphs

Total Assets Over Time

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

$3,711,147$1,855,574$0200320142025YearValue
$3,711,147Latest year 2025

Participants Over Time

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

1260200320142025YearValue
12Latest 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
2025112$3,711,147$200,869$16,739iApproximate average salary by contribution assumption: employee only about $418,477 at 4% or $278,985 at 6%; with 50% employer match about $278,985 at 4% or $185,990 at 6%; with 100% employer match about $209,239 at 4% or $139,492 at 6%.
Highland Financial Advisors LLC 401(K) Savings Plan-12$3,711,147$200,869$16,739iApproximate average salary by contribution assumption: employee only about $418,477 at 4% or $278,985 at 6%; with 50% employer match about $278,985 at 4% or $185,990 at 6%; with 100% employer match about $209,239 at 4% or $139,492 at 6%.
2024112$3,017,685$197,823$16,485iApproximate average salary by contribution assumption: employee only about $412,131 at 4% or $274,754 at 6%; with 50% employer match about $274,754 at 4% or $183,169 at 6%; with 100% employer match about $206,066 at 4% or $137,377 at 6%.
Highland Financial Advisors LLC 401(K) Savings Plan-12$3,017,685$197,823$16,485iApproximate average salary by contribution assumption: employee only about $412,131 at 4% or $274,754 at 6%; with 50% employer match about $274,754 at 4% or $183,169 at 6%; with 100% employer match about $206,066 at 4% or $137,377 at 6%.
2023112$2,438,800$199,868$16,656iApproximate average salary by contribution assumption: employee only about $416,392 at 4% or $277,594 at 6%; with 50% employer match about $277,594 at 4% or $185,063 at 6%; with 100% employer match about $208,196 at 4% or $138,797 at 6%.
Highland Financial Advisors LLC 401(K) Savings Plan-12$2,438,800$199,868$16,656iApproximate average salary by contribution assumption: employee only about $416,392 at 4% or $277,594 at 6%; with 50% employer match about $277,594 at 4% or $185,063 at 6%; with 100% employer match about $208,196 at 4% or $138,797 at 6%.
2022110$1,831,927$159,508$15,951iApproximate average salary by contribution assumption: employee only about $398,770 at 4% or $265,847 at 6%; with 50% employer match about $265,847 at 4% or $177,231 at 6%; with 100% employer match about $199,385 at 4% or $132,923 at 6%.
Highland Financial Advisors LLC 401(K) Savings Plan-10$1,831,927$159,508$15,951iApproximate average salary by contribution assumption: employee only about $398,770 at 4% or $265,847 at 6%; with 50% employer match about $265,847 at 4% or $177,231 at 6%; with 100% employer match about $199,385 at 4% or $132,923 at 6%.
2021110$2,081,099$136,029$13,603iApproximate average salary by contribution assumption: employee only about $340,073 at 4% or $226,715 at 6%; with 50% employer match about $226,715 at 4% or $151,143 at 6%; with 100% employer match about $170,036 at 4% or $113,358 at 6%.
Highland Financial Advisors LLC 401(K) Savings Plan-10$2,081,099$136,029$13,603iApproximate average salary by contribution assumption: employee only about $340,073 at 4% or $226,715 at 6%; with 50% employer match about $226,715 at 4% or $151,143 at 6%; with 100% employer match about $170,036 at 4% or $113,358 at 6%.
202017$1,632,487$124,882$17,840iApproximate average salary by contribution assumption: employee only about $446,007 at 4% or $297,338 at 6%; with 50% employer match about $297,338 at 4% or $198,225 at 6%; with 100% employer match about $223,004 at 4% or $148,669 at 6%.
Highland Financial Advisors LLC 401(K) Savings Plan-7$1,632,487$124,882$17,840iApproximate average salary by contribution assumption: employee only about $446,007 at 4% or $297,338 at 6%; with 50% employer match about $297,338 at 4% or $198,225 at 6%; with 100% employer match about $223,004 at 4% or $148,669 at 6%.
201917$1,260,390$108,646$15,521iApproximate average salary by contribution assumption: employee only about $388,021 at 4% or $258,681 at 6%; with 50% employer match about $258,681 at 4% or $172,454 at 6%; with 100% employer match about $194,011 at 4% or $129,340 at 6%.
Highland Financial Advisors LLC 401(K) Savings Plan-7$1,260,390$108,646$15,521iApproximate average salary by contribution assumption: employee only about $388,021 at 4% or $258,681 at 6%; with 50% employer match about $258,681 at 4% or $172,454 at 6%; with 100% employer match about $194,011 at 4% or $129,340 at 6%.
201816$955,961$89,441$14,907iApproximate average salary by contribution assumption: employee only about $372,671 at 4% or $248,447 at 6%; with 50% employer match about $248,447 at 4% or $165,631 at 6%; with 100% employer match about $186,335 at 4% or $124,224 at 6%.
Highland Financial Advisors LLC 401(K) Savings Plan-6$955,961$89,441$14,907iApproximate average salary by contribution assumption: employee only about $372,671 at 4% or $248,447 at 6%; with 50% employer match about $248,447 at 4% or $165,631 at 6%; with 100% employer match about $186,335 at 4% or $124,224 at 6%.
201716$1,020,512$107,715$17,953iApproximate average salary by contribution assumption: employee only about $448,813 at 4% or $299,208 at 6%; with 50% employer match about $299,208 at 4% or $199,472 at 6%; with 100% employer match about $224,406 at 4% or $149,604 at 6%.
Highland Financial Advisors LLC 401(K) Savings Plan-6$1,020,512$107,715$17,953iApproximate average salary by contribution assumption: employee only about $448,813 at 4% or $299,208 at 6%; with 50% employer match about $299,208 at 4% or $199,472 at 6%; with 100% employer match about $224,406 at 4% or $149,604 at 6%.
201616$967,560$81,970$13,662iApproximate average salary by contribution assumption: employee only about $341,542 at 4% or $227,694 at 6%; with 50% employer match about $227,694 at 4% or $151,796 at 6%; with 100% employer match about $170,771 at 4% or $113,847 at 6%.
Highland Financial Advisors LLC 401(K) Savings Plan-6$967,560$81,970$13,662iApproximate average salary by contribution assumption: employee only about $341,542 at 4% or $227,694 at 6%; with 50% employer match about $227,694 at 4% or $151,796 at 6%; with 100% employer match about $170,771 at 4% or $113,847 at 6%.
201518$1,130,577$105,449$13,181iApproximate average salary by contribution assumption: employee only about $329,528 at 4% or $219,685 at 6%; with 50% employer match about $219,685 at 4% or $146,457 at 6%; with 100% employer match about $164,764 at 4% or $109,843 at 6%.
Highland Financial Advisors LLC 401(K) Savings Plan-8$1,130,577$105,449$13,181iApproximate average salary by contribution assumption: employee only about $329,528 at 4% or $219,685 at 6%; with 50% employer match about $219,685 at 4% or $146,457 at 6%; with 100% employer match about $164,764 at 4% or $109,843 at 6%.
201417$1,051,139$78,490$11,213iApproximate average salary by contribution assumption: employee only about $280,321 at 4% or $186,881 at 6%; with 50% employer match about $186,881 at 4% or $124,587 at 6%; with 100% employer match about $140,161 at 4% or $93,440 at 6%.
Highland Financial Advisors LLC 401(K) Savings Plan-7$1,051,139$78,490$11,213iApproximate average salary by contribution assumption: employee only about $280,321 at 4% or $186,881 at 6%; with 50% employer match about $186,881 at 4% or $124,587 at 6%; with 100% employer match about $140,161 at 4% or $93,440 at 6%.
201316$953,756$116,332$19,389iApproximate average salary by contribution assumption: employee only about $484,717 at 4% or $323,144 at 6%; with 50% employer match about $323,144 at 4% or $215,430 at 6%; with 100% employer match about $242,358 at 4% or $161,572 at 6%.
Highland Financial Advisors LLC 401(K) Savings Plan-6$953,756$116,332$19,389iApproximate average salary by contribution assumption: employee only about $484,717 at 4% or $323,144 at 6%; with 50% employer match about $323,144 at 4% or $215,430 at 6%; with 100% employer match about $242,358 at 4% or $161,572 at 6%.
201215$742,693$63,355$12,671iApproximate average salary by contribution assumption: employee only about $316,775 at 4% or $211,183 at 6%; with 50% employer match about $211,183 at 4% or $140,789 at 6%; with 100% employer match about $158,388 at 4% or $105,592 at 6%.
Highland Financial Advisors LLC 401(K) Savings Plan-5$742,693$63,355$12,671iApproximate average salary by contribution assumption: employee only about $316,775 at 4% or $211,183 at 6%; with 50% employer match about $211,183 at 4% or $140,789 at 6%; with 100% employer match about $158,388 at 4% or $105,592 at 6%.
201115$599,673$71,426$14,285iApproximate average salary by contribution assumption: employee only about $357,130 at 4% or $238,087 at 6%; with 50% employer match about $238,087 at 4% or $158,724 at 6%; with 100% employer match about $178,565 at 4% or $119,043 at 6%.
Highland Financial Advisors LLC 401(K) Savings Plan-5$599,673$71,426$14,285iApproximate average salary by contribution assumption: employee only about $357,130 at 4% or $238,087 at 6%; with 50% employer match about $238,087 at 4% or $158,724 at 6%; with 100% employer match about $178,565 at 4% or $119,043 at 6%.
201015$580,561$60,357$12,071iApproximate average salary by contribution assumption: employee only about $301,785 at 4% or $201,190 at 6%; with 50% employer match about $201,190 at 4% or $134,127 at 6%; with 100% employer match about $150,893 at 4% or $100,595 at 6%.
Highland Financial Advisors LLC 401(K) Savings Plan-5$580,561$60,357$12,071iApproximate average salary by contribution assumption: employee only about $301,785 at 4% or $201,190 at 6%; with 50% employer match about $201,190 at 4% or $134,127 at 6%; with 100% employer match about $150,893 at 4% or $100,595 at 6%.
200914$415,919$53,580$13,395iApproximate average salary by contribution assumption: employee only about $334,875 at 4% or $223,250 at 6%; with 50% employer match about $223,250 at 4% or $148,833 at 6%; with 100% employer match about $167,438 at 4% or $111,625 at 6%.
Highland Financial Advisors LLC 401(K) Savings Plan-4$415,919$53,580$13,395iApproximate average salary by contribution assumption: employee only about $334,875 at 4% or $223,250 at 6%; with 50% employer match about $223,250 at 4% or $148,833 at 6%; with 100% employer match about $167,438 at 4% or $111,625 at 6%.
200815$364,700$55,720$11,144iApproximate average salary by contribution assumption: employee only about $278,600 at 4% or $185,733 at 6%; with 50% employer match about $185,733 at 4% or $123,822 at 6%; with 100% employer match about $139,300 at 4% or $92,867 at 6%.
Highland Financial Advisors LLC 401(K) Savings Plan-5$364,700$55,720$11,144iApproximate average salary by contribution assumption: employee only about $278,600 at 4% or $185,733 at 6%; with 50% employer match about $185,733 at 4% or $123,822 at 6%; with 100% employer match about $139,300 at 4% or $92,867 at 6%.
200715$478,131$63,932$12,786iApproximate average salary by contribution assumption: employee only about $319,660 at 4% or $213,107 at 6%; with 50% employer match about $213,107 at 4% or $142,071 at 6%; with 100% employer match about $159,830 at 4% or $106,553 at 6%.
Highland Financial Advisors LLC 401(K) Savings Plan-5$478,131$63,932$12,786iApproximate average salary by contribution assumption: employee only about $319,660 at 4% or $213,107 at 6%; with 50% employer match about $213,107 at 4% or $142,071 at 6%; with 100% employer match about $159,830 at 4% or $106,553 at 6%.
200614$384,126$56,100$14,025iApproximate average salary by contribution assumption: employee only about $350,625 at 4% or $233,750 at 6%; with 50% employer match about $233,750 at 4% or $155,833 at 6%; with 100% employer match about $175,313 at 4% or $116,875 at 6%.
Highland Financial Advisors LLC 401(K) Savings Plan-4$384,126$56,100$14,025iApproximate average salary by contribution assumption: employee only about $350,625 at 4% or $233,750 at 6%; with 50% employer match about $233,750 at 4% or $155,833 at 6%; with 100% employer match about $175,313 at 4% or $116,875 at 6%.
200514$288,972$105,254$26,314iApproximate average salary by contribution assumption: employee only about $657,838 at 4% or $438,558 at 6%; with 50% employer match about $438,558 at 4% or $292,372 at 6%; with 100% employer match about $328,919 at 4% or $219,279 at 6%.
Highland Financial Advisors LLC 401(K) Savings Plan-4$288,972$105,254$26,314iApproximate average salary by contribution assumption: employee only about $657,838 at 4% or $438,558 at 6%; with 50% employer match about $438,558 at 4% or $292,372 at 6%; with 100% employer match about $328,919 at 4% or $219,279 at 6%.
200413$165,068$116,757$38,919iApproximate average salary by contribution assumption: employee only about $972,975 at 4% or $648,650 at 6%; with 50% employer match about $648,650 at 4% or $432,433 at 6%; with 100% employer match about $486,488 at 4% or $324,325 at 6%.
Highland Financial Advisors LLC 401(K) Savings Plan-3$165,068$116,757$38,919iApproximate average salary by contribution assumption: employee only about $972,975 at 4% or $648,650 at 6%; with 50% employer match about $648,650 at 4% or $432,433 at 6%; with 100% employer match about $486,488 at 4% or $324,325 at 6%.
200313$32,696$32,696$10,899iApproximate average salary by contribution assumption: employee only about $272,467 at 4% or $181,644 at 6%; with 50% employer match about $181,644 at 4% or $121,096 at 6%; with 100% employer match about $136,233 at 4% or $90,822 at 6%.
Highland Financial Advisors LLC 401(K) Savings Plan-3$32,696$32,696$10,899iApproximate average salary by contribution assumption: employee only about $272,467 at 4% or $181,644 at 6%; with 50% employer match about $181,644 at 4% or $121,096 at 6%; with 100% employer match about $136,233 at 4% or $90,822 at 6%.