Civic Intelligence

Falcon Investment Advisors LLC

Plan context: Falcon Investment Advisors LLC 401(K) Plan

EIN 22-3734765 • Boston, MA • 8 filings • 1 plans

21 Custom House Street, 10th FloorBoston, MA 02110
Current Snapshot

Latest Year

2022

2022 Participants

48

2022 Assets

$6,443,326

2022 Contributions

$957,559

Historical Graphs

Total Assets Over Time

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

$6,443,326$3,221,663$0201520182021YearValue
$6,443,326Latest year 2021

Participants Over Time

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

48240201520182021YearValue
48Latest year 2021

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
202210$0$0-
Falcon Investment Advisors LLC 401(K) Plan-0$0--
2021148$6,443,326$957,559$19,949iApproximate average salary by contribution assumption: employee only about $498,729 at 4% or $332,486 at 6%; with 50% employer match about $332,486 at 4% or $221,657 at 6%; with 100% employer match about $249,364 at 4% or $166,243 at 6%.
Falcon Investment Advisors LLC 401(K) Plan-48$6,443,326$957,559$19,949iApproximate average salary by contribution assumption: employee only about $498,729 at 4% or $332,486 at 6%; with 50% employer match about $332,486 at 4% or $221,657 at 6%; with 100% employer match about $249,364 at 4% or $166,243 at 6%.
2020143$4,780,448$671,907$15,626iApproximate average salary by contribution assumption: employee only about $390,644 at 4% or $260,429 at 6%; with 50% employer match about $260,429 at 4% or $173,619 at 6%; with 100% employer match about $195,322 at 4% or $130,215 at 6%.
Falcon Investment Advisors LLC 401(K) Plan-43$4,780,448$671,907$15,626iApproximate average salary by contribution assumption: employee only about $390,644 at 4% or $260,429 at 6%; with 50% employer match about $260,429 at 4% or $173,619 at 6%; with 100% employer match about $195,322 at 4% or $130,215 at 6%.
2019140$3,406,679$627,379$15,684iApproximate average salary by contribution assumption: employee only about $392,112 at 4% or $261,408 at 6%; with 50% employer match about $261,408 at 4% or $174,272 at 6%; with 100% employer match about $196,056 at 4% or $130,704 at 6%.
Falcon Investment Advisors LLC 401(K) Plan-40$3,406,679$627,379$15,684iApproximate average salary by contribution assumption: employee only about $392,112 at 4% or $261,408 at 6%; with 50% employer match about $261,408 at 4% or $174,272 at 6%; with 100% employer match about $196,056 at 4% or $130,704 at 6%.
2018136$2,228,391$614,334$17,065iApproximate average salary by contribution assumption: employee only about $426,621 at 4% or $284,414 at 6%; with 50% employer match about $284,414 at 4% or $189,609 at 6%; with 100% employer match about $213,310 at 4% or $142,207 at 6%.
Falcon Investment Advisors LLC 401(K) Plan-36$2,228,391$614,334$17,065iApproximate average salary by contribution assumption: employee only about $426,621 at 4% or $284,414 at 6%; with 50% employer match about $284,414 at 4% or $189,609 at 6%; with 100% employer match about $213,310 at 4% or $142,207 at 6%.
2017132$1,910,210$541,572$16,924iApproximate average salary by contribution assumption: employee only about $423,103 at 4% or $282,069 at 6%; with 50% employer match about $282,069 at 4% or $188,046 at 6%; with 100% employer match about $211,552 at 4% or $141,034 at 6%.
Falcon Investment Advisors LLC 401(K) Plan-32$1,910,210$541,572$16,924iApproximate average salary by contribution assumption: employee only about $423,103 at 4% or $282,069 at 6%; with 50% employer match about $282,069 at 4% or $188,046 at 6%; with 100% employer match about $211,552 at 4% or $141,034 at 6%.
2016131$1,200,917$528,746$17,056iApproximate average salary by contribution assumption: employee only about $426,408 at 4% or $284,272 at 6%; with 50% employer match about $284,272 at 4% or $189,515 at 6%; with 100% employer match about $213,204 at 4% or $142,136 at 6%.
Falcon Investment Advisors LLC 401(K) Plan-31$1,200,917$528,746$17,056iApproximate average salary by contribution assumption: employee only about $426,408 at 4% or $284,272 at 6%; with 50% employer match about $284,272 at 4% or $189,515 at 6%; with 100% employer match about $213,204 at 4% or $142,136 at 6%.
2015127$581,289$594,969$22,036iApproximate average salary by contribution assumption: employee only about $550,897 at 4% or $367,265 at 6%; with 50% employer match about $367,265 at 4% or $244,843 at 6%; with 100% employer match about $275,449 at 4% or $183,632 at 6%.
Falcon Investment Advisors LLC 401(K) Plan-27$581,289$594,969$22,036iApproximate average salary by contribution assumption: employee only about $550,897 at 4% or $367,265 at 6%; with 50% employer match about $367,265 at 4% or $244,843 at 6%; with 100% employer match about $275,449 at 4% or $183,632 at 6%.