Civic Intelligence

The Financial Advisors LLC

Plan context: The Financial Advisors LLC 401(K) Profit Sharing Plan

EIN 26-1611090 • Andover, MA • 21 filings • 7 plans

26 Essex StreetAndover, MA 01810
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$10,390,022

2025 Contributions

$617,971

Historical Graphs

Total Assets Over Time

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

$15,056,706$7,528,353$0200820172025YearValue
$10,390,022Latest year 2025

Participants Over Time

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

1470200820172025YearValue
10Latest 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
2025110$10,390,022$617,971$61,797iApproximate average salary by contribution assumption: employee only about $1,544,928 at 4% or $1,029,952 at 6%; with 50% employer match about $1,029,952 at 4% or $686,634 at 6%; with 100% employer match about $772,464 at 4% or $514,976 at 6%.
The Financial Advisors LLC 401(K) Profit Sharing Plan-10$10,390,022$617,971$61,797iApproximate average salary by contribution assumption: employee only about $1,544,928 at 4% or $1,029,952 at 6%; with 50% employer match about $1,029,952 at 4% or $686,634 at 6%; with 100% employer match about $772,464 at 4% or $514,976 at 6%.
2024112$11,260,106$671,485$55,957iApproximate average salary by contribution assumption: employee only about $1,398,927 at 4% or $932,618 at 6%; with 50% employer match about $932,618 at 4% or $621,745 at 6%; with 100% employer match about $699,464 at 4% or $466,309 at 6%.
The Financial Advisors LLC 401(K) Profit Sharing Plan-12$11,260,106$671,485$55,957iApproximate average salary by contribution assumption: employee only about $1,398,927 at 4% or $932,618 at 6%; with 50% employer match about $932,618 at 4% or $621,745 at 6%; with 100% employer match about $699,464 at 4% or $466,309 at 6%.
2023112$10,410,666$634,012$52,834iApproximate average salary by contribution assumption: employee only about $1,320,858 at 4% or $880,572 at 6%; with 50% employer match about $880,572 at 4% or $587,048 at 6%; with 100% employer match about $660,429 at 4% or $440,286 at 6%.
The Financial Advisors LLC 401(K) Profit Sharing Plan-12$10,410,666$634,012$52,834iApproximate average salary by contribution assumption: employee only about $1,320,858 at 4% or $880,572 at 6%; with 50% employer match about $880,572 at 4% or $587,048 at 6%; with 100% employer match about $660,429 at 4% or $440,286 at 6%.
2022114$8,311,206$591,393$42,242iApproximate average salary by contribution assumption: employee only about $1,056,059 at 4% or $704,039 at 6%; with 50% employer match about $704,039 at 4% or $469,360 at 6%; with 100% employer match about $528,029 at 4% or $352,020 at 6%.
The Financial Advisors LLC 401(K) Profit Sharing Plan-14$8,311,206$591,393$42,242iApproximate average salary by contribution assumption: employee only about $1,056,059 at 4% or $704,039 at 6%; with 50% employer match about $704,039 at 4% or $469,360 at 6%; with 100% employer match about $528,029 at 4% or $352,020 at 6%.
2021114$9,166,920$549,013$39,215iApproximate average salary by contribution assumption: employee only about $980,380 at 4% or $653,587 at 6%; with 50% employer match about $653,587 at 4% or $435,725 at 6%; with 100% employer match about $490,190 at 4% or $326,793 at 6%.
The Financial Advisors LLC 401(K) Profit Sharing Plan-14$9,166,920$549,013$39,215iApproximate average salary by contribution assumption: employee only about $980,380 at 4% or $653,587 at 6%; with 50% employer match about $653,587 at 4% or $435,725 at 6%; with 100% employer match about $490,190 at 4% or $326,793 at 6%.
2020112$7,491,170$468,425$39,035iApproximate average salary by contribution assumption: employee only about $975,885 at 4% or $650,590 at 6%; with 50% employer match about $650,590 at 4% or $433,727 at 6%; with 100% employer match about $487,943 at 4% or $325,295 at 6%.
The Financial Advisors LLC 401(K) Profit Sharing Plan-12$7,491,170$468,425$39,035iApproximate average salary by contribution assumption: employee only about $975,885 at 4% or $650,590 at 6%; with 50% employer match about $650,590 at 4% or $433,727 at 6%; with 100% employer match about $487,943 at 4% or $325,295 at 6%.
2019112$6,297,509$481,520$40,127iApproximate average salary by contribution assumption: employee only about $1,003,167 at 4% or $668,778 at 6%; with 50% employer match about $668,778 at 4% or $445,852 at 6%; with 100% employer match about $501,583 at 4% or $334,389 at 6%.
The Financial Advisors LLC 401(K) Profit Sharing Plan-12$6,297,509$481,520$40,127iApproximate average salary by contribution assumption: employee only about $1,003,167 at 4% or $668,778 at 6%; with 50% employer match about $668,778 at 4% or $445,852 at 6%; with 100% employer match about $501,583 at 4% or $334,389 at 6%.
2018112$4,767,378$984,185$82,015iApproximate average salary by contribution assumption: employee only about $2,050,385 at 4% or $1,366,924 at 6%; with 50% employer match about $1,366,924 at 4% or $911,282 at 6%; with 100% employer match about $1,025,193 at 4% or $683,462 at 6%.
The Financial Advisors LLC 401(K) Profit Sharing Plan-12$4,767,378$984,185$82,015iApproximate average salary by contribution assumption: employee only about $2,050,385 at 4% or $1,366,924 at 6%; with 50% employer match about $1,366,924 at 4% or $911,282 at 6%; with 100% employer match about $1,025,193 at 4% or $683,462 at 6%.
2017111$4,265,393$391,184$35,562iApproximate average salary by contribution assumption: employee only about $889,055 at 4% or $592,703 at 6%; with 50% employer match about $592,703 at 4% or $395,135 at 6%; with 100% employer match about $444,527 at 4% or $296,352 at 6%.
The Financial Advisors LLC 401(K) Profit Sharing Plan-11$4,265,393$391,184$35,562iApproximate average salary by contribution assumption: employee only about $889,055 at 4% or $592,703 at 6%; with 50% employer match about $592,703 at 4% or $395,135 at 6%; with 100% employer match about $444,527 at 4% or $296,352 at 6%.
2016111$8,548,950$370,077$33,643iApproximate average salary by contribution assumption: employee only about $841,084 at 4% or $560,723 at 6%; with 50% employer match about $560,723 at 4% or $373,815 at 6%; with 100% employer match about $420,542 at 4% or $280,361 at 6%.
The Financial Advisors LLC 401(K) Profit Sharing Plan-11$8,548,950$370,077$33,643iApproximate average salary by contribution assumption: employee only about $841,084 at 4% or $560,723 at 6%; with 50% employer match about $560,723 at 4% or $373,815 at 6%; with 100% employer match about $420,542 at 4% or $280,361 at 6%.
2015112$7,758,336$359,968$29,997iApproximate average salary by contribution assumption: employee only about $749,933 at 4% or $499,956 at 6%; with 50% employer match about $499,956 at 4% or $333,304 at 6%; with 100% employer match about $374,967 at 4% or $249,978 at 6%.
The Financial Advisors LLC 401(K) Profit Sharing Plan-12$7,758,336$359,968$29,997iApproximate average salary by contribution assumption: employee only about $749,933 at 4% or $499,956 at 6%; with 50% employer match about $499,956 at 4% or $333,304 at 6%; with 100% employer match about $374,967 at 4% or $249,978 at 6%.
2014211$15,056,706$669,964$60,906iApproximate average salary by contribution assumption: employee only about $1,522,645 at 4% or $1,015,097 at 6%; with 50% employer match about $1,015,097 at 4% or $676,731 at 6%; with 100% employer match about $761,323 at 4% or $507,548 at 6%.
THE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN-11$7,528,353$334,982$30,453iApproximate average salary by contribution assumption: employee only about $761,323 at 4% or $507,548 at 6%; with 50% employer match about $507,548 at 4% or $338,366 at 6%; with 100% employer match about $380,661 at 4% or $253,774 at 6%.
The Financial Advisors LLC 401(K) Profit Sharing Plan-11$7,528,353$334,982$30,453iApproximate average salary by contribution assumption: employee only about $761,323 at 4% or $507,548 at 6%; with 50% employer match about $507,548 at 4% or $338,366 at 6%; with 100% employer match about $380,661 at 4% or $253,774 at 6%.
2013110$6,929,120$772,755$77,276iApproximate average salary by contribution assumption: employee only about $1,931,888 at 4% or $1,287,925 at 6%; with 50% employer match about $1,287,925 at 4% or $858,617 at 6%; with 100% employer match about $965,944 at 4% or $643,963 at 6%.
THE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN-10$6,929,120$772,755$77,276iApproximate average salary by contribution assumption: employee only about $1,931,888 at 4% or $1,287,925 at 6%; with 50% employer match about $1,287,925 at 4% or $858,617 at 6%; with 100% employer match about $965,944 at 4% or $643,963 at 6%.
201219$4,834,486$995,669$110,630iApproximate average salary by contribution assumption: employee only about $2,765,747 at 4% or $1,843,831 at 6%; with 50% employer match about $1,843,831 at 4% or $1,229,221 at 6%; with 100% employer match about $1,382,874 at 4% or $921,916 at 6%.
The Financial Advisors LLC 401(K) Profit Sharing Plan-9$4,834,486$995,669$110,630iApproximate average salary by contribution assumption: employee only about $2,765,747 at 4% or $1,843,831 at 6%; with 50% employer match about $1,843,831 at 4% or $1,229,221 at 6%; with 100% employer match about $1,382,874 at 4% or $921,916 at 6%.
201119$3,288,419$3,463,976$384,886iApproximate average salary by contribution assumption: employee only about $9,622,156 at 4% or $6,414,770 at 6%; with 50% employer match about $6,414,770 at 4% or $4,276,514 at 6%; with 100% employer match about $4,811,078 at 4% or $3,207,385 at 6%.
The Financial Advisors LLC 401(K) Profit Sharing Plan-9$3,288,419$3,463,976$384,886iApproximate average salary by contribution assumption: employee only about $9,622,156 at 4% or $6,414,770 at 6%; with 50% employer match about $6,414,770 at 4% or $4,276,514 at 6%; with 100% employer match about $4,811,078 at 4% or $3,207,385 at 6%.
201020$0$217,631-
The Financial Advisors LLC Money Purchase Pension Plan-0-$52,751-
THE FINANCIAL ADVISORS, LLC DEFINED BENEFIT PENSION PLAN-0$0$164,880-
200928$2,728,032$700,411$87,551iApproximate average salary by contribution assumption: employee only about $2,188,784 at 4% or $1,459,190 at 6%; with 50% employer match about $1,459,190 at 4% or $972,793 at 6%; with 100% employer match about $1,094,392 at 4% or $729,595 at 6%.
The Financial Advisors LLC Money Purchase Pension Plan-4$1,721,307$645,000$161,250iApproximate average salary by contribution assumption: employee only about $4,031,250 at 4% or $2,687,500 at 6%; with 50% employer match about $2,687,500 at 4% or $1,791,667 at 6%; with 100% employer match about $2,015,625 at 4% or $1,343,750 at 6%.
The Financial Advisors LLC Money Purchase Pension Plan-8$1,006,725$55,411$6,926iApproximate average salary by contribution assumption: employee only about $173,159 at 4% or $115,440 at 6%; with 50% employer match about $115,440 at 4% or $76,960 at 6%; with 100% employer match about $86,580 at 4% or $57,720 at 6%.
200818$689,541$46,489$5,811iApproximate average salary by contribution assumption: employee only about $145,278 at 4% or $96,852 at 6%; with 50% employer match about $96,852 at 4% or $64,568 at 6%; with 100% employer match about $72,639 at 4% or $48,426 at 6%.
The Financial Advisors LLC Money Purchase Pension Plan-8$689,541$46,489$5,811iApproximate average salary by contribution assumption: employee only about $145,278 at 4% or $96,852 at 6%; with 50% employer match about $96,852 at 4% or $64,568 at 6%; with 100% employer match about $72,639 at 4% or $48,426 at 6%.