Civic Intelligence

Lighthouse Financial Advisors Inc.

Plan context: Lighthouse Financial Advisors Inc. 401K Plan

EIN 22-3657020 • Red Bank, NJ • 21 filings • 3 plans

3 Harding Rd., Suite BRed Bank, NJ 07701
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$5,977,169

2025 Contributions

$330,990

Historical Graphs

Total Assets Over Time

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

$5,977,169$2,988,585$0200520152025YearValue
$5,977,169Latest year 2025

Participants Over Time

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

1260200520152025YearValue
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$5,977,169$330,990$27,583iApproximate average salary by contribution assumption: employee only about $689,563 at 4% or $459,708 at 6%; with 50% employer match about $459,708 at 4% or $306,472 at 6%; with 100% employer match about $344,781 at 4% or $229,854 at 6%.
Lighthouse Financial Advisors Inc. 401K Plan-12$5,977,169$330,990$27,583iApproximate average salary by contribution assumption: employee only about $689,563 at 4% or $459,708 at 6%; with 50% employer match about $459,708 at 4% or $306,472 at 6%; with 100% employer match about $344,781 at 4% or $229,854 at 6%.
2024110$4,772,577$315,294$31,529iApproximate average salary by contribution assumption: employee only about $788,235 at 4% or $525,490 at 6%; with 50% employer match about $525,490 at 4% or $350,327 at 6%; with 100% employer match about $394,118 at 4% or $262,745 at 6%.
Lighthouse Financial Advisors Inc. 401K Plan-10$4,772,577$315,294$31,529iApproximate average salary by contribution assumption: employee only about $788,235 at 4% or $525,490 at 6%; with 50% employer match about $525,490 at 4% or $350,327 at 6%; with 100% employer match about $394,118 at 4% or $262,745 at 6%.
2023110$3,600,292$261,490$26,149iApproximate average salary by contribution assumption: employee only about $653,725 at 4% or $435,817 at 6%; with 50% employer match about $435,817 at 4% or $290,544 at 6%; with 100% employer match about $326,863 at 4% or $217,908 at 6%.
Lighthouse Financial Advisors Inc. 401K Plan-10$3,600,292$261,490$26,149iApproximate average salary by contribution assumption: employee only about $653,725 at 4% or $435,817 at 6%; with 50% employer match about $435,817 at 4% or $290,544 at 6%; with 100% employer match about $326,863 at 4% or $217,908 at 6%.
202219$3,285,117$258,651$28,739iApproximate average salary by contribution assumption: employee only about $718,475 at 4% or $478,983 at 6%; with 50% employer match about $478,983 at 4% or $319,322 at 6%; with 100% employer match about $359,238 at 4% or $239,492 at 6%.
Lighthouse Financial Advisors Inc. 401K Plan-9$3,285,117$258,651$28,739iApproximate average salary by contribution assumption: employee only about $718,475 at 4% or $478,983 at 6%; with 50% employer match about $478,983 at 4% or $319,322 at 6%; with 100% employer match about $359,238 at 4% or $239,492 at 6%.
202119$3,591,312$220,468$24,496iApproximate average salary by contribution assumption: employee only about $612,411 at 4% or $408,274 at 6%; with 50% employer match about $408,274 at 4% or $272,183 at 6%; with 100% employer match about $306,206 at 4% or $204,137 at 6%.
Lighthouse Financial Advisors Inc. 401K Plan-9$3,591,312$220,468$24,496iApproximate average salary by contribution assumption: employee only about $612,411 at 4% or $408,274 at 6%; with 50% employer match about $408,274 at 4% or $272,183 at 6%; with 100% employer match about $306,206 at 4% or $204,137 at 6%.
2020110$2,756,250$241,396$24,140iApproximate average salary by contribution assumption: employee only about $603,490 at 4% or $402,327 at 6%; with 50% employer match about $402,327 at 4% or $268,218 at 6%; with 100% employer match about $301,745 at 4% or $201,163 at 6%.
Lighthouse Financial Advisors Inc. 401K Plan-10$2,756,250$241,396$24,140iApproximate average salary by contribution assumption: employee only about $603,490 at 4% or $402,327 at 6%; with 50% employer match about $402,327 at 4% or $268,218 at 6%; with 100% employer match about $301,745 at 4% or $201,163 at 6%.
2019111$2,241,755$223,825$20,348iApproximate average salary by contribution assumption: employee only about $508,693 at 4% or $339,129 at 6%; with 50% employer match about $339,129 at 4% or $226,086 at 6%; with 100% employer match about $254,347 at 4% or $169,564 at 6%.
Lighthouse Financial Advisors Inc. 401K Plan-11$2,241,755$223,825$20,348iApproximate average salary by contribution assumption: employee only about $508,693 at 4% or $339,129 at 6%; with 50% employer match about $339,129 at 4% or $226,086 at 6%; with 100% employer match about $254,347 at 4% or $169,564 at 6%.
2018110$1,649,389$219,053$21,905iApproximate average salary by contribution assumption: employee only about $547,633 at 4% or $365,088 at 6%; with 50% employer match about $365,088 at 4% or $243,392 at 6%; with 100% employer match about $273,816 at 4% or $182,544 at 6%.
Lighthouse Financial Advisors Inc. 401K Plan-10$1,649,389$219,053$21,905iApproximate average salary by contribution assumption: employee only about $547,633 at 4% or $365,088 at 6%; with 50% employer match about $365,088 at 4% or $243,392 at 6%; with 100% employer match about $273,816 at 4% or $182,544 at 6%.
201719$1,591,403$199,520$22,169iApproximate average salary by contribution assumption: employee only about $554,222 at 4% or $369,481 at 6%; with 50% employer match about $369,481 at 4% or $246,321 at 6%; with 100% employer match about $277,111 at 4% or $184,741 at 6%.
Lighthouse Financial Advisors Inc. 401K Plan-9$1,591,403$199,520$22,169iApproximate average salary by contribution assumption: employee only about $554,222 at 4% or $369,481 at 6%; with 50% employer match about $369,481 at 4% or $246,321 at 6%; with 100% employer match about $277,111 at 4% or $184,741 at 6%.
201618$1,211,399$168,413$21,052iApproximate average salary by contribution assumption: employee only about $526,291 at 4% or $350,860 at 6%; with 50% employer match about $350,860 at 4% or $233,907 at 6%; with 100% employer match about $263,145 at 4% or $175,430 at 6%.
Lighthouse Financial Advisors Inc. 401K Plan-8$1,211,399$168,413$21,052iApproximate average salary by contribution assumption: employee only about $526,291 at 4% or $350,860 at 6%; with 50% employer match about $350,860 at 4% or $233,907 at 6%; with 100% employer match about $263,145 at 4% or $175,430 at 6%.
201517$906,304$139,667$19,952iApproximate average salary by contribution assumption: employee only about $498,811 at 4% or $332,540 at 6%; with 50% employer match about $332,540 at 4% or $221,694 at 6%; with 100% employer match about $249,405 at 4% or $166,270 at 6%.
Lighthouse Financial Advisors Inc. 401K Plan-7$906,304$139,667$19,952iApproximate average salary by contribution assumption: employee only about $498,811 at 4% or $332,540 at 6%; with 50% employer match about $332,540 at 4% or $221,694 at 6%; with 100% employer match about $249,405 at 4% or $166,270 at 6%.
201416$787,305$101,070$16,845iApproximate average salary by contribution assumption: employee only about $421,125 at 4% or $280,750 at 6%; with 50% employer match about $280,750 at 4% or $187,167 at 6%; with 100% employer match about $210,563 at 4% or $140,375 at 6%.
Lighthouse Financial Advisors Inc. 401K Plan-6$787,305$101,070$16,845iApproximate average salary by contribution assumption: employee only about $421,125 at 4% or $280,750 at 6%; with 50% employer match about $280,750 at 4% or $187,167 at 6%; with 100% employer match about $210,563 at 4% or $140,375 at 6%.
2013110$821,479$126,523$12,652iApproximate average salary by contribution assumption: employee only about $316,308 at 4% or $210,872 at 6%; with 50% employer match about $210,872 at 4% or $140,581 at 6%; with 100% employer match about $158,154 at 4% or $105,436 at 6%.
Lighthouse Financial Advisors Inc. 401K Plan-10$821,479$126,523$12,652iApproximate average salary by contribution assumption: employee only about $316,308 at 4% or $210,872 at 6%; with 50% employer match about $210,872 at 4% or $140,581 at 6%; with 100% employer match about $158,154 at 4% or $105,436 at 6%.
201218$580,073$113,572$14,197iApproximate average salary by contribution assumption: employee only about $354,913 at 4% or $236,608 at 6%; with 50% employer match about $236,608 at 4% or $157,739 at 6%; with 100% employer match about $177,456 at 4% or $118,304 at 6%.
Lighthouse Financial Advisors Inc. 401K Plan-8$580,073$113,572$14,197iApproximate average salary by contribution assumption: employee only about $354,913 at 4% or $236,608 at 6%; with 50% employer match about $236,608 at 4% or $157,739 at 6%; with 100% employer match about $177,456 at 4% or $118,304 at 6%.
201118$416,245$88,765$11,096iApproximate average salary by contribution assumption: employee only about $277,391 at 4% or $184,927 at 6%; with 50% employer match about $184,927 at 4% or $123,285 at 6%; with 100% employer match about $138,695 at 4% or $92,464 at 6%.
Lighthouse Financial Advisors Inc. 401K Plan-8$416,245$88,765$11,096iApproximate average salary by contribution assumption: employee only about $277,391 at 4% or $184,927 at 6%; with 50% employer match about $184,927 at 4% or $123,285 at 6%; with 100% employer match about $138,695 at 4% or $92,464 at 6%.
201015$319,042$62,824$12,565iApproximate average salary by contribution assumption: employee only about $314,120 at 4% or $209,413 at 6%; with 50% employer match about $209,413 at 4% or $139,609 at 6%; with 100% employer match about $157,060 at 4% or $104,707 at 6%.
Lighthouse Financial Advisors Inc. 401K Plan-5$319,042$62,824$12,565iApproximate average salary by contribution assumption: employee only about $314,120 at 4% or $209,413 at 6%; with 50% employer match about $209,413 at 4% or $139,609 at 6%; with 100% employer match about $157,060 at 4% or $104,707 at 6%.
200915$242,738$43,347$8,669iApproximate average salary by contribution assumption: employee only about $216,735 at 4% or $144,490 at 6%; with 50% employer match about $144,490 at 4% or $96,327 at 6%; with 100% employer match about $108,368 at 4% or $72,245 at 6%.
Lighthouse Financial Advisors Inc. 401K Plan-5$242,738$43,347$8,669iApproximate average salary by contribution assumption: employee only about $216,735 at 4% or $144,490 at 6%; with 50% employer match about $144,490 at 4% or $96,327 at 6%; with 100% employer match about $108,368 at 4% or $72,245 at 6%.
200815$158,892$34,546$6,909iApproximate average salary by contribution assumption: employee only about $172,730 at 4% or $115,153 at 6%; with 50% employer match about $115,153 at 4% or $76,769 at 6%; with 100% employer match about $86,365 at 4% or $57,577 at 6%.
Lighthouse Financial Advisors Inc. 401K Plan-5$158,892$34,546$6,909iApproximate average salary by contribution assumption: employee only about $172,730 at 4% or $115,153 at 6%; with 50% employer match about $115,153 at 4% or $76,769 at 6%; with 100% employer match about $86,365 at 4% or $57,577 at 6%.
200714$169,005$32,300$8,075iApproximate average salary by contribution assumption: employee only about $201,875 at 4% or $134,583 at 6%; with 50% employer match about $134,583 at 4% or $89,722 at 6%; with 100% employer match about $100,938 at 4% or $67,292 at 6%.
Lighthouse Financial Advisors Inc. 401K Plan-4$169,005$32,300$8,075iApproximate average salary by contribution assumption: employee only about $201,875 at 4% or $134,583 at 6%; with 50% employer match about $134,583 at 4% or $89,722 at 6%; with 100% employer match about $100,938 at 4% or $67,292 at 6%.
200614$123,894$36,188$9,047iApproximate average salary by contribution assumption: employee only about $226,175 at 4% or $150,783 at 6%; with 50% employer match about $150,783 at 4% or $100,522 at 6%; with 100% employer match about $113,088 at 4% or $75,392 at 6%.
Lighthouse Financial Advisors Inc. 401K Plan-4$123,894$36,188$9,047iApproximate average salary by contribution assumption: employee only about $226,175 at 4% or $150,783 at 6%; with 50% employer match about $150,783 at 4% or $100,522 at 6%; with 100% employer match about $113,088 at 4% or $75,392 at 6%.
200513$78,172$56,636$18,879iApproximate average salary by contribution assumption: employee only about $471,967 at 4% or $314,644 at 6%; with 50% employer match about $314,644 at 4% or $209,763 at 6%; with 100% employer match about $235,983 at 4% or $157,322 at 6%.
Lighthouse Financial Advisors Inc. 401K Plan-3$78,172$56,636$18,879iApproximate average salary by contribution assumption: employee only about $471,967 at 4% or $314,644 at 6%; with 50% employer match about $314,644 at 4% or $209,763 at 6%; with 100% employer match about $235,983 at 4% or $157,322 at 6%.