Civic Intelligence

Egidio Financial Group Inc.

Plan context: Egidio Financial Group Inc. 401(K) Ps Plan

EIN 26-0284128 • Madison, CT • 23 filings • 3 plans

129 Samson Rock Drive Unit BMadison, CT 06443
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$5,197,952

2024 Contributions

$502,106

Historical Graphs

Total Assets Over Time

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

$5,197,952$2,598,976$0200920172024YearValue
$5,197,952Latest year 2024

Participants Over Time

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

1260200920172024YearValue
12Latest 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
2024212$5,197,952$502,106$41,842iApproximate average salary by contribution assumption: employee only about $1,046,054 at 4% or $697,369 at 6%; with 50% employer match about $697,369 at 4% or $464,913 at 6%; with 100% employer match about $523,027 at 4% or $348,685 at 6%.
Egidio Financial Group Inc. 401(K) Ps Plan-11$3,393,502$302,106$27,464iApproximate average salary by contribution assumption: employee only about $686,605 at 4% or $457,736 at 6%; with 50% employer match about $457,736 at 4% or $305,158 at 6%; with 100% employer match about $343,302 at 4% or $228,868 at 6%.
EGIDIO FINANCIAL, INC. CASH BALANCE PLAN-12$1,804,450$200,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
202328$4,012,495$453,856$56,732iApproximate average salary by contribution assumption: employee only about $1,418,300 at 4% or $945,533 at 6%; with 50% employer match about $945,533 at 4% or $630,356 at 6%; with 100% employer match about $709,150 at 4% or $472,767 at 6%.
Egidio Financial Group Inc. 401(K) Ps Plan-8$2,626,561$203,856$25,482iApproximate average salary by contribution assumption: employee only about $637,050 at 4% or $424,700 at 6%; with 50% employer match about $424,700 at 4% or $283,133 at 6%; with 100% employer match about $318,525 at 4% or $212,350 at 6%.
EGIDIO FINANCIAL, INC. CASH BALANCE PLAN-8$1,385,934$250,000$31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%.
202228$2,917,824$395,690$49,461iApproximate average salary by contribution assumption: employee only about $1,236,531 at 4% or $824,354 at 6%; with 50% employer match about $824,354 at 4% or $549,569 at 6%; with 100% employer match about $618,266 at 4% or $412,177 at 6%.
Egidio Financial Group Inc. 401(K) Ps Plan-8$1,986,429$145,690$18,211iApproximate average salary by contribution assumption: employee only about $455,281 at 4% or $303,521 at 6%; with 50% employer match about $303,521 at 4% or $202,347 at 6%; with 100% employer match about $227,641 at 4% or $151,760 at 6%.
EGIDIO FINANCIAL, INC. CASH BALANCE PLAN-8$931,395$250,000$31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%.
202126$3,152,612$264,873$44,146iApproximate average salary by contribution assumption: employee only about $1,103,638 at 4% or $735,758 at 6%; with 50% employer match about $735,758 at 4% or $490,506 at 6%; with 100% employer match about $551,819 at 4% or $367,879 at 6%.
Egidio Financial Group Inc. 401(K) Ps Plan-6$2,301,599$129,873$21,646iApproximate average salary by contribution assumption: employee only about $541,138 at 4% or $360,758 at 6%; with 50% employer match about $360,758 at 4% or $240,506 at 6%; with 100% employer match about $270,569 at 4% or $180,379 at 6%.
EGIDIO FINANCIAL, INC. CASH BALANCE PLAN-6$851,013$135,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
2020210$2,576,360$369,118$36,912iApproximate average salary by contribution assumption: employee only about $922,795 at 4% or $615,197 at 6%; with 50% employer match about $615,197 at 4% or $410,131 at 6%; with 100% employer match about $461,398 at 4% or $307,598 at 6%.
Egidio Financial Group Inc. 401(K) Ps Plan-10$1,908,512$142,734$14,273iApproximate average salary by contribution assumption: employee only about $356,835 at 4% or $237,890 at 6%; with 50% employer match about $237,890 at 4% or $158,593 at 6%; with 100% employer match about $178,418 at 4% or $118,945 at 6%.
EGIDIO FINANCIAL, INC. CASH BALANCE PLAN-7$667,848$226,384$32,341iApproximate average salary by contribution assumption: employee only about $808,514 at 4% or $539,010 at 6%; with 50% employer match about $539,010 at 4% or $359,340 at 6%; with 100% employer match about $404,257 at 4% or $269,505 at 6%.
201937$3,053,446$1,076,816$153,831iApproximate average salary by contribution assumption: employee only about $3,845,771 at 4% or $2,563,848 at 6%; with 50% employer match about $2,563,848 at 4% or $1,709,232 at 6%; with 100% employer match about $1,922,886 at 4% or $1,281,924 at 6%.
Egidio Financial Group Inc. 401(K) Ps Plan-6$1,423,316$435,001$72,500iApproximate average salary by contribution assumption: employee only about $1,812,504 at 4% or $1,208,336 at 6%; with 50% employer match about $1,208,336 at 4% or $805,557 at 6%; with 100% employer match about $906,252 at 4% or $604,168 at 6%.
Egidio Financial Group Inc. 401(K) Ps Plan-6$1,403,744$415,429$69,238iApproximate average salary by contribution assumption: employee only about $1,730,954 at 4% or $1,153,969 at 6%; with 50% employer match about $1,153,969 at 4% or $769,313 at 6%; with 100% employer match about $865,477 at 4% or $576,985 at 6%.
EGIDIO FINANCIAL, INC. CASH BALANCE PLAN-7$226,386$226,386$32,341iApproximate average salary by contribution assumption: employee only about $808,521 at 4% or $539,014 at 6%; with 50% employer match about $539,014 at 4% or $359,343 at 6%; with 100% employer match about $404,261 at 4% or $269,507 at 6%.
201816$794,332$101,522$16,920iApproximate average salary by contribution assumption: employee only about $423,008 at 4% or $282,006 at 6%; with 50% employer match about $282,006 at 4% or $188,004 at 6%; with 100% employer match about $211,504 at 4% or $141,003 at 6%.
Egidio Financial Group Inc. 401(K) Ps Plan-6$794,332$101,522$16,920iApproximate average salary by contribution assumption: employee only about $423,008 at 4% or $282,006 at 6%; with 50% employer match about $282,006 at 4% or $188,004 at 6%; with 100% employer match about $211,504 at 4% or $141,003 at 6%.
201718$999,756$146,398$18,300iApproximate average salary by contribution assumption: employee only about $457,494 at 4% or $304,996 at 6%; with 50% employer match about $304,996 at 4% or $203,331 at 6%; with 100% employer match about $228,747 at 4% or $152,498 at 6%.
Egidio Financial Group Inc. 401(K) Ps Plan-8$999,756$146,398$18,300iApproximate average salary by contribution assumption: employee only about $457,494 at 4% or $304,996 at 6%; with 50% employer match about $304,996 at 4% or $203,331 at 6%; with 100% employer match about $228,747 at 4% or $152,498 at 6%.
201619$701,505$108,435$12,048iApproximate average salary by contribution assumption: employee only about $301,208 at 4% or $200,806 at 6%; with 50% employer match about $200,806 at 4% or $133,870 at 6%; with 100% employer match about $150,604 at 4% or $100,403 at 6%.
Egidio Financial Group Inc. 401(K) Ps Plan-9$701,505$108,435$12,048iApproximate average salary by contribution assumption: employee only about $301,208 at 4% or $200,806 at 6%; with 50% employer match about $200,806 at 4% or $133,870 at 6%; with 100% employer match about $150,604 at 4% or $100,403 at 6%.
201517$557,843$116,038$16,577iApproximate average salary by contribution assumption: employee only about $414,421 at 4% or $276,281 at 6%; with 50% employer match about $276,281 at 4% or $184,187 at 6%; with 100% employer match about $207,211 at 4% or $138,140 at 6%.
Egidio Financial Group Inc. 401(K) Ps Plan-7$557,843$116,038$16,577iApproximate average salary by contribution assumption: employee only about $414,421 at 4% or $276,281 at 6%; with 50% employer match about $276,281 at 4% or $184,187 at 6%; with 100% employer match about $207,211 at 4% or $138,140 at 6%.
201417$504,239$102,559$14,651iApproximate average salary by contribution assumption: employee only about $366,282 at 4% or $244,188 at 6%; with 50% employer match about $244,188 at 4% or $162,792 at 6%; with 100% employer match about $183,141 at 4% or $122,094 at 6%.
Egidio Financial Group Inc. 401(K) Ps Plan-7$504,239$102,559$14,651iApproximate average salary by contribution assumption: employee only about $366,282 at 4% or $244,188 at 6%; with 50% employer match about $244,188 at 4% or $162,792 at 6%; with 100% employer match about $183,141 at 4% or $122,094 at 6%.
201318$397,834$91,137$11,392iApproximate average salary by contribution assumption: employee only about $284,803 at 4% or $189,869 at 6%; with 50% employer match about $189,869 at 4% or $126,579 at 6%; with 100% employer match about $142,402 at 4% or $94,934 at 6%.
Egidio Financial Group Inc. 401(K) Ps Plan-8$397,834$91,137$11,392iApproximate average salary by contribution assumption: employee only about $284,803 at 4% or $189,869 at 6%; with 50% employer match about $189,869 at 4% or $126,579 at 6%; with 100% employer match about $142,402 at 4% or $94,934 at 6%.
201218$271,374$79,991$9,999iApproximate average salary by contribution assumption: employee only about $249,972 at 4% or $166,648 at 6%; with 50% employer match about $166,648 at 4% or $111,099 at 6%; with 100% employer match about $124,986 at 4% or $83,324 at 6%.
Egidio Financial Group Inc. 401(K) Ps Plan-8$271,374$79,991$9,999iApproximate average salary by contribution assumption: employee only about $249,972 at 4% or $166,648 at 6%; with 50% employer match about $166,648 at 4% or $111,099 at 6%; with 100% employer match about $124,986 at 4% or $83,324 at 6%.
201116$191,049$73,350$12,225iApproximate average salary by contribution assumption: employee only about $305,625 at 4% or $203,750 at 6%; with 50% employer match about $203,750 at 4% or $135,833 at 6%; with 100% employer match about $152,813 at 4% or $101,875 at 6%.
Egidio Financial Group Inc. 401(K) Ps Plan-6$191,049$73,350$12,225iApproximate average salary by contribution assumption: employee only about $305,625 at 4% or $203,750 at 6%; with 50% employer match about $203,750 at 4% or $135,833 at 6%; with 100% employer match about $152,813 at 4% or $101,875 at 6%.
201016$123,257$71,828$11,971iApproximate average salary by contribution assumption: employee only about $299,283 at 4% or $199,522 at 6%; with 50% employer match about $199,522 at 4% or $133,015 at 6%; with 100% employer match about $149,642 at 4% or $99,761 at 6%.
Egidio Financial Group Inc. 401(K) Ps Plan-6$123,257$71,828$11,971iApproximate average salary by contribution assumption: employee only about $299,283 at 4% or $199,522 at 6%; with 50% employer match about $199,522 at 4% or $133,015 at 6%; with 100% employer match about $149,642 at 4% or $99,761 at 6%.
200915$49,781$48,591$9,718iApproximate average salary by contribution assumption: employee only about $242,955 at 4% or $161,970 at 6%; with 50% employer match about $161,970 at 4% or $107,980 at 6%; with 100% employer match about $121,478 at 4% or $80,985 at 6%.
Egidio Financial Group Inc. 401(K) Ps Plan-5$49,781$48,591$9,718iApproximate average salary by contribution assumption: employee only about $242,955 at 4% or $161,970 at 6%; with 50% employer match about $161,970 at 4% or $107,980 at 6%; with 100% employer match about $121,478 at 4% or $80,985 at 6%.