Civic Intelligence

Floyd Advisory LLC

Plan context: Floyd Advisory LLC 401 K Profit Sharing Plan Trust

EIN 26-3762709 • Boston, MA • 14 filings • 2 plans

155 Federal Street - 11th FloorBoston, MA 02110
Current Snapshot

Latest Year

2024

2024 Participants

41

2024 Assets

$5,117,098

2024 Contributions

$686,542

Historical Graphs

Total Assets Over Time

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

$5,117,098$2,558,549$0201120182024YearValue
$5,117,098Latest year 2024

Participants Over Time

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

41210201120182024YearValue
41Latest 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
2024141$5,117,098$686,542$16,745iApproximate average salary by contribution assumption: employee only about $418,623 at 4% or $279,082 at 6%; with 50% employer match about $279,082 at 4% or $186,055 at 6%; with 100% employer match about $209,312 at 4% or $139,541 at 6%.
Floyd Advisory LLC 401 K Profit Sharing Plan Trust-41$5,117,098$686,542$16,745iApproximate average salary by contribution assumption: employee only about $418,623 at 4% or $279,082 at 6%; with 50% employer match about $279,082 at 4% or $186,055 at 6%; with 100% employer match about $209,312 at 4% or $139,541 at 6%.
2023141$4,274,233$603,227$14,713iApproximate average salary by contribution assumption: employee only about $367,821 at 4% or $245,214 at 6%; with 50% employer match about $245,214 at 4% or $163,476 at 6%; with 100% employer match about $183,911 at 4% or $122,607 at 6%.
Floyd Advisory LLC 401 K Profit Sharing Plan Trust-41$4,274,233$603,227$14,713iApproximate average salary by contribution assumption: employee only about $367,821 at 4% or $245,214 at 6%; with 50% employer match about $245,214 at 4% or $163,476 at 6%; with 100% employer match about $183,911 at 4% or $122,607 at 6%.
2022141$3,073,902$545,951$13,316iApproximate average salary by contribution assumption: employee only about $332,897 at 4% or $221,931 at 6%; with 50% employer match about $221,931 at 4% or $147,954 at 6%; with 100% employer match about $166,448 at 4% or $110,966 at 6%.
Floyd Advisory LLC 401 K Profit Sharing Plan Trust-41$3,073,902$545,951$13,316iApproximate average salary by contribution assumption: employee only about $332,897 at 4% or $221,931 at 6%; with 50% employer match about $221,931 at 4% or $147,954 at 6%; with 100% employer match about $166,448 at 4% or $110,966 at 6%.
2021134$3,714,193$403,515$11,868iApproximate average salary by contribution assumption: employee only about $296,702 at 4% or $197,801 at 6%; with 50% employer match about $197,801 at 4% or $131,868 at 6%; with 100% employer match about $148,351 at 4% or $98,901 at 6%.
Floyd Advisory LLC 401 K Profit Sharing Plan Trust-34$3,714,193$403,515$11,868iApproximate average salary by contribution assumption: employee only about $296,702 at 4% or $197,801 at 6%; with 50% employer match about $197,801 at 4% or $131,868 at 6%; with 100% employer match about $148,351 at 4% or $98,901 at 6%.
2020130$2,873,383$307,851$10,262iApproximate average salary by contribution assumption: employee only about $256,543 at 4% or $171,028 at 6%; with 50% employer match about $171,028 at 4% or $114,019 at 6%; with 100% employer match about $128,271 at 4% or $85,514 at 6%.
Floyd Advisory LLC 401 K Profit Sharing Plan Trust-30$2,873,383$307,851$10,262iApproximate average salary by contribution assumption: employee only about $256,543 at 4% or $171,028 at 6%; with 50% employer match about $171,028 at 4% or $114,019 at 6%; with 100% employer match about $128,271 at 4% or $85,514 at 6%.
2019136$2,644,158$363,621$10,101iApproximate average salary by contribution assumption: employee only about $252,515 at 4% or $168,343 at 6%; with 50% employer match about $168,343 at 4% or $112,229 at 6%; with 100% employer match about $126,257 at 4% or $84,172 at 6%.
Floyd Advisory LLC 401 K Profit Sharing Plan Trust-36$2,644,158$363,621$10,101iApproximate average salary by contribution assumption: employee only about $252,515 at 4% or $168,343 at 6%; with 50% employer match about $168,343 at 4% or $112,229 at 6%; with 100% employer match about $126,257 at 4% or $84,172 at 6%.
2018133$1,831,707$329,017$9,970iApproximate average salary by contribution assumption: employee only about $249,255 at 4% or $166,170 at 6%; with 50% employer match about $166,170 at 4% or $110,780 at 6%; with 100% employer match about $124,628 at 4% or $83,085 at 6%.
Floyd Advisory LLC 401 K Profit Sharing Plan Trust-33$1,831,707$329,017$9,970iApproximate average salary by contribution assumption: employee only about $249,255 at 4% or $166,170 at 6%; with 50% employer match about $166,170 at 4% or $110,780 at 6%; with 100% employer match about $124,628 at 4% or $83,085 at 6%.
2017129$1,663,462$770,151$26,557iApproximate average salary by contribution assumption: employee only about $663,923 at 4% or $442,616 at 6%; with 50% employer match about $442,616 at 4% or $295,077 at 6%; with 100% employer match about $331,962 at 4% or $221,308 at 6%.
Floyd Advisory LLC 401 K Profit Sharing Plan Trust-29$1,663,462$770,151$26,557iApproximate average salary by contribution assumption: employee only about $663,923 at 4% or $442,616 at 6%; with 50% employer match about $442,616 at 4% or $295,077 at 6%; with 100% employer match about $331,962 at 4% or $221,308 at 6%.
2016126$717,585$264,195$10,161iApproximate average salary by contribution assumption: employee only about $254,034 at 4% or $169,356 at 6%; with 50% employer match about $169,356 at 4% or $112,904 at 6%; with 100% employer match about $127,017 at 4% or $84,678 at 6%.
Floyd Advisory LLC 401 K Profit Sharing Plan Trust-26$717,585$264,195$10,161iApproximate average salary by contribution assumption: employee only about $254,034 at 4% or $169,356 at 6%; with 50% employer match about $169,356 at 4% or $112,904 at 6%; with 100% employer match about $127,017 at 4% or $84,678 at 6%.
2015116$522,420$221,839$13,865iApproximate average salary by contribution assumption: employee only about $346,623 at 4% or $231,082 at 6%; with 50% employer match about $231,082 at 4% or $154,055 at 6%; with 100% employer match about $173,312 at 4% or $115,541 at 6%.
Floyd Advisory LLC 401 K Profit Sharing Plan Trust-16$522,420$221,839$13,865iApproximate average salary by contribution assumption: employee only about $346,623 at 4% or $231,082 at 6%; with 50% employer match about $231,082 at 4% or $154,055 at 6%; with 100% employer match about $173,312 at 4% or $115,541 at 6%.
2014124$346,991$119,999$5,000iApproximate average salary by contribution assumption: employee only about $124,999 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,555 at 6%; with 100% employer match about $62,499 at 4% or $41,666 at 6%.
Floyd Advisory LLC 401 K Profit Sharing Plan Trust-24$346,991$119,999$5,000iApproximate average salary by contribution assumption: employee only about $124,999 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,555 at 6%; with 100% employer match about $62,499 at 4% or $41,666 at 6%.
201319$265,145$108,437$12,049iApproximate average salary by contribution assumption: employee only about $301,214 at 4% or $200,809 at 6%; with 50% employer match about $200,809 at 4% or $133,873 at 6%; with 100% employer match about $150,607 at 4% or $100,405 at 6%.
Floyd Advisory LLC 401 K Profit Sharing Plan Trust-9$265,145$108,437$12,049iApproximate average salary by contribution assumption: employee only about $301,214 at 4% or $200,809 at 6%; with 50% employer match about $200,809 at 4% or $133,873 at 6%; with 100% employer match about $150,607 at 4% or $100,405 at 6%.
2012111$147,746$132,574$12,052iApproximate average salary by contribution assumption: employee only about $301,305 at 4% or $200,870 at 6%; with 50% employer match about $200,870 at 4% or $133,913 at 6%; with 100% employer match about $150,652 at 4% or $100,435 at 6%.
Floyd Advisory LLC 401 K Profit Sharing Plan Trust-11$147,746$132,574$12,052iApproximate average salary by contribution assumption: employee only about $301,305 at 4% or $200,870 at 6%; with 50% employer match about $200,870 at 4% or $133,913 at 6%; with 100% employer match about $150,652 at 4% or $100,435 at 6%.
201112$8,579$8,650$4,325iApproximate average salary by contribution assumption: employee only about $108,125 at 4% or $72,083 at 6%; with 50% employer match about $72,083 at 4% or $48,056 at 6%; with 100% employer match about $54,063 at 4% or $36,042 at 6%.
Floyd Advisory LLC 401 K Profit Sharing Plan Trust-2$8,579$8,650$4,325iApproximate average salary by contribution assumption: employee only about $108,125 at 4% or $72,083 at 6%; with 50% employer match about $72,083 at 4% or $48,056 at 6%; with 100% employer match about $54,063 at 4% or $36,042 at 6%.