Civic Intelligence

Scott Financial Services LLC

Plan context: Scott Financial Services LLC 401(K) Plan

EIN 26-2433752 • Sault Ste Marie, MI • 11 filings • 1 plans

812 Ashmun StreetSault Ste Marie, MI 49783
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$563,233

2024 Contributions

$69,295

Historical Graphs

Total Assets Over Time

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

$563,233$281,617$0201420192024YearValue
$563,233Latest year 2024

Participants Over Time

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

320201420192024YearValue
3Latest 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
202413$563,233$69,295$23,098iApproximate average salary by contribution assumption: employee only about $577,458 at 4% or $384,972 at 6%; with 50% employer match about $384,972 at 4% or $256,648 at 6%; with 100% employer match about $288,729 at 4% or $192,486 at 6%.
Scott Financial Services LLC 401(K) Plan-3$563,233$69,295$23,098iApproximate average salary by contribution assumption: employee only about $577,458 at 4% or $384,972 at 6%; with 50% employer match about $384,972 at 4% or $256,648 at 6%; with 100% employer match about $288,729 at 4% or $192,486 at 6%.
202313$454,135$64,632$21,544iApproximate average salary by contribution assumption: employee only about $538,600 at 4% or $359,067 at 6%; with 50% employer match about $359,067 at 4% or $239,378 at 6%; with 100% employer match about $269,300 at 4% or $179,533 at 6%.
Scott Financial Services LLC 401(K) Plan-3$454,135$64,632$21,544iApproximate average salary by contribution assumption: employee only about $538,600 at 4% or $359,067 at 6%; with 50% employer match about $359,067 at 4% or $239,378 at 6%; with 100% employer match about $269,300 at 4% or $179,533 at 6%.
202212$346,935$47,413$23,707iApproximate average salary by contribution assumption: employee only about $592,663 at 4% or $395,108 at 6%; with 50% employer match about $395,108 at 4% or $263,406 at 6%; with 100% employer match about $296,331 at 4% or $197,554 at 6%.
Scott Financial Services LLC 401(K) Plan-2$346,935$47,413$23,707iApproximate average salary by contribution assumption: employee only about $592,663 at 4% or $395,108 at 6%; with 50% employer match about $395,108 at 4% or $263,406 at 6%; with 100% employer match about $296,331 at 4% or $197,554 at 6%.
202112$346,371$37,679$18,840iApproximate average salary by contribution assumption: employee only about $470,988 at 4% or $313,992 at 6%; with 50% employer match about $313,992 at 4% or $209,328 at 6%; with 100% employer match about $235,494 at 4% or $156,996 at 6%.
Scott Financial Services LLC 401(K) Plan-2$346,371$37,679$18,840iApproximate average salary by contribution assumption: employee only about $470,988 at 4% or $313,992 at 6%; with 50% employer match about $313,992 at 4% or $209,328 at 6%; with 100% employer match about $235,494 at 4% or $156,996 at 6%.
202012$288,704$43,025$21,513iApproximate average salary by contribution assumption: employee only about $537,813 at 4% or $358,542 at 6%; with 50% employer match about $358,542 at 4% or $239,028 at 6%; with 100% employer match about $268,906 at 4% or $179,271 at 6%.
Scott Financial Services LLC 401(K) Plan-2$288,704$43,025$21,513iApproximate average salary by contribution assumption: employee only about $537,813 at 4% or $358,542 at 6%; with 50% employer match about $358,542 at 4% or $239,028 at 6%; with 100% employer match about $268,906 at 4% or $179,271 at 6%.
201913$418,671$60,423$20,141iApproximate average salary by contribution assumption: employee only about $503,525 at 4% or $335,683 at 6%; with 50% employer match about $335,683 at 4% or $223,789 at 6%; with 100% employer match about $251,763 at 4% or $167,842 at 6%.
Scott Financial Services LLC 401(K) Plan-3$418,671$60,423$20,141iApproximate average salary by contribution assumption: employee only about $503,525 at 4% or $335,683 at 6%; with 50% employer match about $335,683 at 4% or $223,789 at 6%; with 100% employer match about $251,763 at 4% or $167,842 at 6%.
201813$310,925$58,177$19,392iApproximate average salary by contribution assumption: employee only about $484,808 at 4% or $323,206 at 6%; with 50% employer match about $323,206 at 4% or $215,470 at 6%; with 100% employer match about $242,404 at 4% or $161,603 at 6%.
Scott Financial Services LLC 401(K) Plan-3$310,925$58,177$19,392iApproximate average salary by contribution assumption: employee only about $484,808 at 4% or $323,206 at 6%; with 50% employer match about $323,206 at 4% or $215,470 at 6%; with 100% employer match about $242,404 at 4% or $161,603 at 6%.
201713$261,851$57,482$19,161iApproximate average salary by contribution assumption: employee only about $479,017 at 4% or $319,344 at 6%; with 50% employer match about $319,344 at 4% or $212,896 at 6%; with 100% employer match about $239,508 at 4% or $159,672 at 6%.
Scott Financial Services LLC 401(K) Plan-3$261,851$57,482$19,161iApproximate average salary by contribution assumption: employee only about $479,017 at 4% or $319,344 at 6%; with 50% employer match about $319,344 at 4% or $212,896 at 6%; with 100% employer match about $239,508 at 4% or $159,672 at 6%.
201613$182,965$59,121$19,707iApproximate average salary by contribution assumption: employee only about $492,675 at 4% or $328,450 at 6%; with 50% employer match about $328,450 at 4% or $218,967 at 6%; with 100% employer match about $246,338 at 4% or $164,225 at 6%.
Scott Financial Services LLC 401(K) Plan-3$182,965$59,121$19,707iApproximate average salary by contribution assumption: employee only about $492,675 at 4% or $328,450 at 6%; with 50% employer match about $328,450 at 4% or $218,967 at 6%; with 100% employer match about $246,338 at 4% or $164,225 at 6%.
201513$109,649$56,082$18,694iApproximate average salary by contribution assumption: employee only about $467,350 at 4% or $311,567 at 6%; with 50% employer match about $311,567 at 4% or $207,711 at 6%; with 100% employer match about $233,675 at 4% or $155,783 at 6%.
Scott Financial Services LLC 401(K) Plan-3$109,649$56,082$18,694iApproximate average salary by contribution assumption: employee only about $467,350 at 4% or $311,567 at 6%; with 50% employer match about $311,567 at 4% or $207,711 at 6%; with 100% employer match about $233,675 at 4% or $155,783 at 6%.
201413$53,869$53,382$17,794iApproximate average salary by contribution assumption: employee only about $444,850 at 4% or $296,567 at 6%; with 50% employer match about $296,567 at 4% or $197,711 at 6%; with 100% employer match about $222,425 at 4% or $148,283 at 6%.
Scott Financial Services LLC 401(K) Plan-3$53,869$53,382$17,794iApproximate average salary by contribution assumption: employee only about $444,850 at 4% or $296,567 at 6%; with 50% employer match about $296,567 at 4% or $197,711 at 6%; with 100% employer match about $222,425 at 4% or $148,283 at 6%.