Civic Intelligence

Confluence Financial Partners

Plan context: Confluence Financial Partners 401(K) Profit Sharing Plan

EIN 26-4407660 • Sewickley, PA • 16 filings • 3 plans

1605 Carmody Ct.Suite 101Sewickley, PA 15143
Current Snapshot

Latest Year

2024

2024 Participants

74

2024 Assets

$19,470,567

2024 Contributions

$2,126,762

Historical Graphs

Total Assets Over Time

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

$19,470,567$9,735,284$0200920172024YearValue
$19,470,567Latest year 2024

Participants Over Time

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

74370200920172024YearValue
74Latest 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
2024174$19,470,567$2,126,762$28,740iApproximate average salary by contribution assumption: employee only about $718,501 at 4% or $479,000 at 6%; with 50% employer match about $479,000 at 4% or $319,334 at 6%; with 100% employer match about $359,250 at 4% or $239,500 at 6%.
Confluence Financial Partners 401(K) Profit Sharing Plan-74$19,470,567$2,126,762$28,740iApproximate average salary by contribution assumption: employee only about $718,501 at 4% or $479,000 at 6%; with 50% employer match about $479,000 at 4% or $319,334 at 6%; with 100% employer match about $359,250 at 4% or $239,500 at 6%.
2023149$15,017,813$996,998$20,347iApproximate average salary by contribution assumption: employee only about $508,672 at 4% or $339,115 at 6%; with 50% employer match about $339,115 at 4% or $226,077 at 6%; with 100% employer match about $254,336 at 4% or $169,557 at 6%.
Confluence Financial Partners 401(K) Profit Sharing Plan-49$15,017,813$996,998$20,347iApproximate average salary by contribution assumption: employee only about $508,672 at 4% or $339,115 at 6%; with 50% employer match about $339,115 at 4% or $226,077 at 6%; with 100% employer match about $254,336 at 4% or $169,557 at 6%.
2022151$12,030,490$1,009,836$19,801iApproximate average salary by contribution assumption: employee only about $495,018 at 4% or $330,012 at 6%; with 50% employer match about $330,012 at 4% or $220,008 at 6%; with 100% employer match about $247,509 at 4% or $165,006 at 6%.
Confluence Financial Partners 401(K) Profit Sharing Plan-51$12,030,490$1,009,836$19,801iApproximate average salary by contribution assumption: employee only about $495,018 at 4% or $330,012 at 6%; with 50% employer match about $330,012 at 4% or $220,008 at 6%; with 100% employer match about $247,509 at 4% or $165,006 at 6%.
2021146$13,738,876$656,808$14,278iApproximate average salary by contribution assumption: employee only about $356,961 at 4% or $237,974 at 6%; with 50% employer match about $237,974 at 4% or $158,649 at 6%; with 100% employer match about $178,480 at 4% or $118,987 at 6%.
Confluence Financial Partners 401(K) Profit Sharing Plan-46$13,738,876$656,808$14,278iApproximate average salary by contribution assumption: employee only about $356,961 at 4% or $237,974 at 6%; with 50% employer match about $237,974 at 4% or $158,649 at 6%; with 100% employer match about $178,480 at 4% or $118,987 at 6%.
2020131$11,166,516$531,080$17,132iApproximate average salary by contribution assumption: employee only about $428,290 at 4% or $285,527 at 6%; with 50% employer match about $285,527 at 4% or $190,351 at 6%; with 100% employer match about $214,145 at 4% or $142,763 at 6%.
Confluence Financial Partners 401(K) Profit Sharing Plan-31$11,166,516$531,080$17,132iApproximate average salary by contribution assumption: employee only about $428,290 at 4% or $285,527 at 6%; with 50% employer match about $285,527 at 4% or $190,351 at 6%; with 100% employer match about $214,145 at 4% or $142,763 at 6%.
2019126$8,889,681$433,167$16,660iApproximate average salary by contribution assumption: employee only about $416,507 at 4% or $277,671 at 6%; with 50% employer match about $277,671 at 4% or $185,114 at 6%; with 100% employer match about $208,253 at 4% or $138,836 at 6%.
Confluence Financial Partners 401(K) Profit Sharing Plan-26$8,889,681$433,167$16,660iApproximate average salary by contribution assumption: employee only about $416,507 at 4% or $277,671 at 6%; with 50% employer match about $277,671 at 4% or $185,114 at 6%; with 100% employer match about $208,253 at 4% or $138,836 at 6%.
2018123$6,730,650$381,696$16,595iApproximate average salary by contribution assumption: employee only about $414,887 at 4% or $276,591 at 6%; with 50% employer match about $276,591 at 4% or $184,394 at 6%; with 100% employer match about $207,443 at 4% or $138,296 at 6%.
Confluence Financial Partners 401(K) Profit Sharing Plan-23$6,730,650$381,696$16,595iApproximate average salary by contribution assumption: employee only about $414,887 at 4% or $276,591 at 6%; with 50% employer match about $276,591 at 4% or $184,394 at 6%; with 100% employer match about $207,443 at 4% or $138,296 at 6%.
2017120$6,864,817$334,060$16,703iApproximate average salary by contribution assumption: employee only about $417,575 at 4% or $278,383 at 6%; with 50% employer match about $278,383 at 4% or $185,589 at 6%; with 100% employer match about $208,788 at 4% or $139,192 at 6%.
Confluence Financial Partners 401(K) Profit Sharing Plan-20$6,864,817$334,060$16,703iApproximate average salary by contribution assumption: employee only about $417,575 at 4% or $278,383 at 6%; with 50% employer match about $278,383 at 4% or $185,589 at 6%; with 100% employer match about $208,788 at 4% or $139,192 at 6%.
201619$5,297,586$118,679$13,187iApproximate average salary by contribution assumption: employee only about $329,664 at 4% or $219,776 at 6%; with 50% employer match about $219,776 at 4% or $146,517 at 6%; with 100% employer match about $164,832 at 4% or $109,888 at 6%.
Confluence Financial Partners 401(K) Profit Sharing Plan-9$5,297,586$118,679$13,187iApproximate average salary by contribution assumption: employee only about $329,664 at 4% or $219,776 at 6%; with 50% employer match about $219,776 at 4% or $146,517 at 6%; with 100% employer match about $164,832 at 4% or $109,888 at 6%.
201516$4,775,046$180,767$30,128iApproximate average salary by contribution assumption: employee only about $753,196 at 4% or $502,131 at 6%; with 50% employer match about $502,131 at 4% or $334,754 at 6%; with 100% employer match about $376,598 at 4% or $251,065 at 6%.
Confluence Financial Partners 401(K) Profit Sharing Plan-6$4,775,046$180,767$30,128iApproximate average salary by contribution assumption: employee only about $753,196 at 4% or $502,131 at 6%; with 50% employer match about $502,131 at 4% or $334,754 at 6%; with 100% employer match about $376,598 at 4% or $251,065 at 6%.
201414$4,591,406$2,159,549$539,887iApproximate average salary by contribution assumption: employee only about $13,497,181 at 4% or $8,998,121 at 6%; with 50% employer match about $8,998,121 at 4% or $5,998,747 at 6%; with 100% employer match about $6,748,591 at 4% or $4,499,060 at 6%.
Confluence Financial Partners 401(K) Profit Sharing Plan-4$4,591,406$2,159,549$539,887iApproximate average salary by contribution assumption: employee only about $13,497,181 at 4% or $8,998,121 at 6%; with 50% employer match about $8,998,121 at 4% or $5,998,747 at 6%; with 100% employer match about $6,748,591 at 4% or $4,499,060 at 6%.
201314$2,223,062$125,575$31,394iApproximate average salary by contribution assumption: employee only about $784,844 at 4% or $523,229 at 6%; with 50% employer match about $523,229 at 4% or $348,819 at 6%; with 100% employer match about $392,422 at 4% or $261,615 at 6%.
Confluence Financial Partners 401(K) Profit Sharing Plan-4$2,223,062$125,575$31,394iApproximate average salary by contribution assumption: employee only about $784,844 at 4% or $523,229 at 6%; with 50% employer match about $523,229 at 4% or $348,819 at 6%; with 100% employer match about $392,422 at 4% or $261,615 at 6%.
201214$1,658,670$119,900$29,975iApproximate average salary by contribution assumption: employee only about $749,375 at 4% or $499,583 at 6%; with 50% employer match about $499,583 at 4% or $333,056 at 6%; with 100% employer match about $374,688 at 4% or $249,792 at 6%.
Confluence Financial Partners 401(K) Profit Sharing Plan-4$1,658,670$119,900$29,975iApproximate average salary by contribution assumption: employee only about $749,375 at 4% or $499,583 at 6%; with 50% employer match about $499,583 at 4% or $333,056 at 6%; with 100% employer match about $374,688 at 4% or $249,792 at 6%.
201114$1,328,052$104,463$26,116iApproximate average salary by contribution assumption: employee only about $652,894 at 4% or $435,263 at 6%; with 50% employer match about $435,263 at 4% or $290,175 at 6%; with 100% employer match about $326,447 at 4% or $217,631 at 6%.
Confluence Financial Partners 401(K) Profit Sharing Plan-4$1,328,052$104,463$26,116iApproximate average salary by contribution assumption: employee only about $652,894 at 4% or $435,263 at 6%; with 50% employer match about $435,263 at 4% or $290,175 at 6%; with 100% employer match about $326,447 at 4% or $217,631 at 6%.
201014$1,295,022$1,036,791$259,198iApproximate average salary by contribution assumption: employee only about $6,479,944 at 4% or $4,319,963 at 6%; with 50% employer match about $4,319,963 at 4% or $2,879,975 at 6%; with 100% employer match about $3,239,972 at 4% or $2,159,981 at 6%.
Confluence Financial Partners 401(K) Profit Sharing Plan-4$1,295,022$1,036,791$259,198iApproximate average salary by contribution assumption: employee only about $6,479,944 at 4% or $4,319,963 at 6%; with 50% employer match about $4,319,963 at 4% or $2,879,975 at 6%; with 100% employer match about $3,239,972 at 4% or $2,159,981 at 6%.
200914$98,398$95,764$23,941iApproximate average salary by contribution assumption: employee only about $598,525 at 4% or $399,017 at 6%; with 50% employer match about $399,017 at 4% or $266,011 at 6%; with 100% employer match about $299,263 at 4% or $199,508 at 6%.
Confluence Financial Partners 401(K) Profit Sharing Plan-4$98,398$95,764$23,941iApproximate average salary by contribution assumption: employee only about $598,525 at 4% or $399,017 at 6%; with 50% employer match about $399,017 at 4% or $266,011 at 6%; with 100% employer match about $299,263 at 4% or $199,508 at 6%.