Civic Intelligence

FINANCIAL INDEPENDENCE, LLC

Plan context: FINANCIAL INDEPENDENCE, LLC RET PLAN

EIN 26-4612212 • Warwick, RI • 16 filings • 3 plans

931 Jefferson Blvd, Ste 2005Warwick, RI 02886
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$1,084,068

2025 Contributions

$122,920

Historical Graphs

Total Assets Over Time

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

$1,533,451$766,726$0201020182025YearValue
$1,084,068Latest year 2025

Participants Over Time

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

1370201020182025YearValue
13Latest 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
2025113$1,084,068$122,920$9,455iApproximate average salary by contribution assumption: employee only about $236,385 at 4% or $157,590 at 6%; with 50% employer match about $157,590 at 4% or $105,060 at 6%; with 100% employer match about $118,192 at 4% or $78,795 at 6%.
FINANCIAL INDEPENDENCE, LLC RET PLAN-13$1,084,068$122,920$9,455iApproximate average salary by contribution assumption: employee only about $236,385 at 4% or $157,590 at 6%; with 50% employer match about $157,590 at 4% or $105,060 at 6%; with 100% employer match about $118,192 at 4% or $78,795 at 6%.
2024113$903,550$122,830$9,448iApproximate average salary by contribution assumption: employee only about $236,212 at 4% or $157,474 at 6%; with 50% employer match about $157,474 at 4% or $104,983 at 6%; with 100% employer match about $118,106 at 4% or $78,737 at 6%.
FINANCIAL INDEPENDENCE, LLC RET PLAN-13$903,550$122,830$9,448iApproximate average salary by contribution assumption: employee only about $236,212 at 4% or $157,474 at 6%; with 50% employer match about $157,474 at 4% or $104,983 at 6%; with 100% employer match about $118,106 at 4% or $78,737 at 6%.
2023112$1,454,206$102,180$8,515iApproximate average salary by contribution assumption: employee only about $212,875 at 4% or $141,917 at 6%; with 50% employer match about $141,917 at 4% or $94,611 at 6%; with 100% employer match about $106,438 at 4% or $70,958 at 6%.
FINANCIAL INDEPENDENCE, LLC RET PLAN-12$1,454,206$102,180$8,515iApproximate average salary by contribution assumption: employee only about $212,875 at 4% or $141,917 at 6%; with 50% employer match about $141,917 at 4% or $94,611 at 6%; with 100% employer match about $106,438 at 4% or $70,958 at 6%.
202219$1,157,019$98,612$10,957iApproximate average salary by contribution assumption: employee only about $273,922 at 4% or $182,615 at 6%; with 50% employer match about $182,615 at 4% or $121,743 at 6%; with 100% employer match about $136,961 at 4% or $91,307 at 6%.
FINANCIAL INDEPENDENCE, LLC RET PLAN-9$1,157,019$98,612$10,957iApproximate average salary by contribution assumption: employee only about $273,922 at 4% or $182,615 at 6%; with 50% employer match about $182,615 at 4% or $121,743 at 6%; with 100% employer match about $136,961 at 4% or $91,307 at 6%.
202117$1,239,060$104,885$14,984iApproximate average salary by contribution assumption: employee only about $374,589 at 4% or $249,726 at 6%; with 50% employer match about $249,726 at 4% or $166,484 at 6%; with 100% employer match about $187,295 at 4% or $124,863 at 6%.
FINANCIAL INDEPENDENCE, LLC RET PLAN-7$1,239,060$104,885$14,984iApproximate average salary by contribution assumption: employee only about $374,589 at 4% or $249,726 at 6%; with 50% employer match about $249,726 at 4% or $166,484 at 6%; with 100% employer match about $187,295 at 4% or $124,863 at 6%.
202018$1,533,451$99,651$12,456iApproximate average salary by contribution assumption: employee only about $311,409 at 4% or $207,606 at 6%; with 50% employer match about $207,606 at 4% or $138,404 at 6%; with 100% employer match about $155,705 at 4% or $103,803 at 6%.
FINANCIAL INDEPENDENCE, LLC RET PLAN-8$1,533,451$99,651$12,456iApproximate average salary by contribution assumption: employee only about $311,409 at 4% or $207,606 at 6%; with 50% employer match about $207,606 at 4% or $138,404 at 6%; with 100% employer match about $155,705 at 4% or $103,803 at 6%.
201918$1,241,833$98,772$12,347iApproximate average salary by contribution assumption: employee only about $308,663 at 4% or $205,775 at 6%; with 50% employer match about $205,775 at 4% or $137,183 at 6%; with 100% employer match about $154,331 at 4% or $102,888 at 6%.
FINANCIAL INDEPENDENCE, LLC RET PLAN-8$1,241,833$98,772$12,347iApproximate average salary by contribution assumption: employee only about $308,663 at 4% or $205,775 at 6%; with 50% employer match about $205,775 at 4% or $137,183 at 6%; with 100% employer match about $154,331 at 4% or $102,888 at 6%.
201817$944,711$115,883$16,555iApproximate average salary by contribution assumption: employee only about $413,868 at 4% or $275,912 at 6%; with 50% employer match about $275,912 at 4% or $183,941 at 6%; with 100% employer match about $206,934 at 4% or $137,956 at 6%.
FINANCIAL INDEPENDENCE, LLC RET PLAN-7$944,711$115,883$16,555iApproximate average salary by contribution assumption: employee only about $413,868 at 4% or $275,912 at 6%; with 50% employer match about $275,912 at 4% or $183,941 at 6%; with 100% employer match about $206,934 at 4% or $137,956 at 6%.
201715$914,478$107,031$21,406iApproximate average salary by contribution assumption: employee only about $535,155 at 4% or $356,770 at 6%; with 50% employer match about $356,770 at 4% or $237,847 at 6%; with 100% employer match about $267,578 at 4% or $178,385 at 6%.
FINANCIAL INDEPENDENCE, LLC RETIREMENT SAVINGS PLAN-5$914,478$107,031$21,406iApproximate average salary by contribution assumption: employee only about $535,155 at 4% or $356,770 at 6%; with 50% employer match about $356,770 at 4% or $237,847 at 6%; with 100% employer match about $267,578 at 4% or $178,385 at 6%.
201614$657,536$72,702$18,176iApproximate average salary by contribution assumption: employee only about $454,388 at 4% or $302,925 at 6%; with 50% employer match about $302,925 at 4% or $201,950 at 6%; with 100% employer match about $227,194 at 4% or $151,463 at 6%.
FINANCIAL INDEPENDENCE, LLC RETIREMENT SAVINGS PLAN-4$657,536$72,702$18,176iApproximate average salary by contribution assumption: employee only about $454,388 at 4% or $302,925 at 6%; with 50% employer match about $302,925 at 4% or $201,950 at 6%; with 100% employer match about $227,194 at 4% or $151,463 at 6%.
201514$533,517$74,186$18,547iApproximate average salary by contribution assumption: employee only about $463,663 at 4% or $309,108 at 6%; with 50% employer match about $309,108 at 4% or $206,072 at 6%; with 100% employer match about $231,831 at 4% or $154,554 at 6%.
FINANCIAL INDEPENDENCE, LLC RETIREMENT SAVINGS PLAN-4$533,517$74,186$18,547iApproximate average salary by contribution assumption: employee only about $463,663 at 4% or $309,108 at 6%; with 50% employer match about $309,108 at 4% or $206,072 at 6%; with 100% employer match about $231,831 at 4% or $154,554 at 6%.
201414$471,746$124,203$31,051iApproximate average salary by contribution assumption: employee only about $776,269 at 4% or $517,513 at 6%; with 50% employer match about $517,513 at 4% or $345,008 at 6%; with 100% employer match about $388,134 at 4% or $258,756 at 6%.
FINANCIAL INDEPENDENCE, LLC RETIREMENT SAVINGS PL-4$471,746$124,203$31,051iApproximate average salary by contribution assumption: employee only about $776,269 at 4% or $517,513 at 6%; with 50% employer match about $517,513 at 4% or $345,008 at 6%; with 100% employer match about $388,134 at 4% or $258,756 at 6%.
201314$331,249$190,374$47,594iApproximate average salary by contribution assumption: employee only about $1,189,838 at 4% or $793,225 at 6%; with 50% employer match about $793,225 at 4% or $528,817 at 6%; with 100% employer match about $594,919 at 4% or $396,613 at 6%.
FINANCIAL INDEPENDENCE, LLC RETIREMENT SAVINGS PL-4$331,249$190,374$47,594iApproximate average salary by contribution assumption: employee only about $1,189,838 at 4% or $793,225 at 6%; with 50% employer match about $793,225 at 4% or $528,817 at 6%; with 100% employer match about $594,919 at 4% or $396,613 at 6%.
201213$103,402$38,940$12,980iApproximate average salary by contribution assumption: employee only about $324,500 at 4% or $216,333 at 6%; with 50% employer match about $216,333 at 4% or $144,222 at 6%; with 100% employer match about $162,250 at 4% or $108,167 at 6%.
FINANCIAL INDEPENDENCE, LLC RETIREMENT SAVINGS PL-3$103,402$38,940$12,980iApproximate average salary by contribution assumption: employee only about $324,500 at 4% or $216,333 at 6%; with 50% employer match about $216,333 at 4% or $144,222 at 6%; with 100% employer match about $162,250 at 4% or $108,167 at 6%.
201113$53,402$31,877$10,626iApproximate average salary by contribution assumption: employee only about $265,642 at 4% or $177,094 at 6%; with 50% employer match about $177,094 at 4% or $118,063 at 6%; with 100% employer match about $132,821 at 4% or $88,547 at 6%.
FINANCIAL INDEPENDENCE, LLC RETIREMENT SAVINGS PL-3$53,402$31,877$10,626iApproximate average salary by contribution assumption: employee only about $265,642 at 4% or $177,094 at 6%; with 50% employer match about $177,094 at 4% or $118,063 at 6%; with 100% employer match about $132,821 at 4% or $88,547 at 6%.
201013$23,962$21,684$7,228iApproximate average salary by contribution assumption: employee only about $180,700 at 4% or $120,467 at 6%; with 50% employer match about $120,467 at 4% or $80,311 at 6%; with 100% employer match about $90,350 at 4% or $60,233 at 6%.
FINANCIAL INDEPENDENCE, LLC RETIREMENT SAVINGS PL-3$23,962$21,684$7,228iApproximate average salary by contribution assumption: employee only about $180,700 at 4% or $120,467 at 6%; with 50% employer match about $120,467 at 4% or $80,311 at 6%; with 100% employer match about $90,350 at 4% or $60,233 at 6%.