Civic Intelligence

Fluent Financial LLC

Plan context: Fluent Financial LLC 401(K) Plan

EIN 26-2879121 • Dallas, TX • 12 filings • 2 plans

14800 Landmark Boulevard, Ste 848Dallas, TX 75254
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$1,151,034

2024 Contributions

$354,347

Historical Graphs

Total Assets Over Time

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

$1,151,034$575,517$0201520202024YearValue
$1,151,034Latest year 2024

Participants Over Time

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

1580201520202024YearValue
11Latest 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
2024211$1,151,034$354,347$32,213iApproximate average salary by contribution assumption: employee only about $805,334 at 4% or $536,889 at 6%; with 50% employer match about $536,889 at 4% or $357,926 at 6%; with 100% employer match about $402,667 at 4% or $268,445 at 6%.
Fluent Financial LLC 401(K) Plan-11$699,856$104,509$9,501iApproximate average salary by contribution assumption: employee only about $237,520 at 4% or $158,347 at 6%; with 50% employer match about $158,347 at 4% or $105,565 at 6%; with 100% employer match about $118,760 at 4% or $79,173 at 6%.
Fluent Financial LLC Cash Balance Offset Plan-8$451,178$249,838$31,230iApproximate average salary by contribution assumption: employee only about $780,744 at 4% or $520,496 at 6%; with 50% employer match about $520,496 at 4% or $346,997 at 6%; with 100% employer match about $390,372 at 4% or $260,248 at 6%.
2023213$854,603$332,122$25,548iApproximate average salary by contribution assumption: employee only about $638,696 at 4% or $425,797 at 6%; with 50% employer match about $425,797 at 4% or $283,865 at 6%; with 100% employer match about $319,348 at 4% or $212,899 at 6%.
Fluent Financial LLC 401(K) Plan-13$656,988$134,507$10,347iApproximate average salary by contribution assumption: employee only about $258,667 at 4% or $172,445 at 6%; with 50% employer match about $172,445 at 4% or $114,963 at 6%; with 100% employer match about $129,334 at 4% or $86,222 at 6%.
Fluent Financial LLC Cash Balance Offset Plan-8$197,615$197,615$24,702iApproximate average salary by contribution assumption: employee only about $617,547 at 4% or $411,698 at 6%; with 50% employer match about $411,698 at 4% or $274,465 at 6%; with 100% employer match about $308,773 at 4% or $205,849 at 6%.
2022115$524,256$129,195$8,613iApproximate average salary by contribution assumption: employee only about $215,325 at 4% or $143,550 at 6%; with 50% employer match about $143,550 at 4% or $95,700 at 6%; with 100% employer match about $107,663 at 4% or $71,775 at 6%.
Fluent Financial LLC 401(K) Plan-15$524,256$129,195$8,613iApproximate average salary by contribution assumption: employee only about $215,325 at 4% or $143,550 at 6%; with 50% employer match about $143,550 at 4% or $95,700 at 6%; with 100% employer match about $107,663 at 4% or $71,775 at 6%.
2021113$544,992$69,212$5,324iApproximate average salary by contribution assumption: employee only about $133,100 at 4% or $88,733 at 6%; with 50% employer match about $88,733 at 4% or $59,156 at 6%; with 100% employer match about $66,550 at 4% or $44,367 at 6%.
Fluent Financial LLC 401(K) Plan-13$544,992$69,212$5,324iApproximate average salary by contribution assumption: employee only about $133,100 at 4% or $88,733 at 6%; with 50% employer match about $88,733 at 4% or $59,156 at 6%; with 100% employer match about $66,550 at 4% or $44,367 at 6%.
2020112$399,656$120,575$10,048iApproximate average salary by contribution assumption: employee only about $251,198 at 4% or $167,465 at 6%; with 50% employer match about $167,465 at 4% or $111,644 at 6%; with 100% employer match about $125,599 at 4% or $83,733 at 6%.
Fluent Financial LLC 401(K) Plan-12$399,656$120,575$10,048iApproximate average salary by contribution assumption: employee only about $251,198 at 4% or $167,465 at 6%; with 50% employer match about $167,465 at 4% or $111,644 at 6%; with 100% employer match about $125,599 at 4% or $83,733 at 6%.
2019110$264,638$100,690$10,069iApproximate average salary by contribution assumption: employee only about $251,725 at 4% or $167,817 at 6%; with 50% employer match about $167,817 at 4% or $111,878 at 6%; with 100% employer match about $125,863 at 4% or $83,908 at 6%.
Fluent Financial LLC 401(K) Plan-10$264,638$100,690$10,069iApproximate average salary by contribution assumption: employee only about $251,725 at 4% or $167,817 at 6%; with 50% employer match about $167,817 at 4% or $111,878 at 6%; with 100% employer match about $125,863 at 4% or $83,908 at 6%.
201816$136,814$50,352$8,392iApproximate average salary by contribution assumption: employee only about $209,800 at 4% or $139,867 at 6%; with 50% employer match about $139,867 at 4% or $93,244 at 6%; with 100% employer match about $104,900 at 4% or $69,933 at 6%.
Fluent Financial LLC 401(K) Plan-6$136,814$50,352$8,392iApproximate average salary by contribution assumption: employee only about $209,800 at 4% or $139,867 at 6%; with 50% employer match about $139,867 at 4% or $93,244 at 6%; with 100% employer match about $104,900 at 4% or $69,933 at 6%.
201715$164,299$39,285$7,857iApproximate average salary by contribution assumption: employee only about $196,425 at 4% or $130,950 at 6%; with 50% employer match about $130,950 at 4% or $87,300 at 6%; with 100% employer match about $98,213 at 4% or $65,475 at 6%.
Fluent Financial LLC 401(K) Plan-5$164,299$39,285$7,857iApproximate average salary by contribution assumption: employee only about $196,425 at 4% or $130,950 at 6%; with 50% employer match about $130,950 at 4% or $87,300 at 6%; with 100% employer match about $98,213 at 4% or $65,475 at 6%.
201616$128,181$70,024$11,671iApproximate average salary by contribution assumption: employee only about $291,767 at 4% or $194,511 at 6%; with 50% employer match about $194,511 at 4% or $129,674 at 6%; with 100% employer match about $145,883 at 4% or $97,256 at 6%.
Fluent Financial LLC 401(K) Plan-6$128,181$70,024$11,671iApproximate average salary by contribution assumption: employee only about $291,767 at 4% or $194,511 at 6%; with 50% employer match about $194,511 at 4% or $129,674 at 6%; with 100% employer match about $145,883 at 4% or $97,256 at 6%.
201516$42,967$44,066$7,344iApproximate average salary by contribution assumption: employee only about $183,608 at 4% or $122,406 at 6%; with 50% employer match about $122,406 at 4% or $81,604 at 6%; with 100% employer match about $91,804 at 4% or $61,203 at 6%.
Fluent Financial LLC 401(K) Plan-6$42,967$44,066$7,344iApproximate average salary by contribution assumption: employee only about $183,608 at 4% or $122,406 at 6%; with 50% employer match about $122,406 at 4% or $81,604 at 6%; with 100% employer match about $91,804 at 4% or $61,203 at 6%.