Civic Intelligence

Fingerlakes Wealth Management

Plan context: Fingerlakes Wealth Management 401(K) Plan

EIN 26-4636876 • Ithaca, NY • 6 filings • 1 plans

450 N. Aurora StIthaca, NY 14850
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$909,643

2025 Contributions

$133,239

Historical Graphs

Total Assets Over Time

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

$909,643$454,822$0202020232025YearValue
$909,643Latest year 2025

Participants Over Time

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

420202020232025YearValue
4Latest 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
202514$909,643$133,239$33,310iApproximate average salary by contribution assumption: employee only about $832,744 at 4% or $555,163 at 6%; with 50% employer match about $555,163 at 4% or $370,108 at 6%; with 100% employer match about $416,372 at 4% or $277,581 at 6%.
Fingerlakes Wealth Management 401(K) Plan-4$909,643$133,239$33,310iApproximate average salary by contribution assumption: employee only about $832,744 at 4% or $555,163 at 6%; with 50% employer match about $555,163 at 4% or $370,108 at 6%; with 100% employer match about $416,372 at 4% or $277,581 at 6%.
202414$643,890$103,459$25,865iApproximate average salary by contribution assumption: employee only about $646,619 at 4% or $431,079 at 6%; with 50% employer match about $431,079 at 4% or $287,386 at 6%; with 100% employer match about $323,309 at 4% or $215,540 at 6%.
Fingerlakes Wealth Management 401(K) Plan-4$643,890$103,459$25,865iApproximate average salary by contribution assumption: employee only about $646,619 at 4% or $431,079 at 6%; with 50% employer match about $431,079 at 4% or $287,386 at 6%; with 100% employer match about $323,309 at 4% or $215,540 at 6%.
202314$454,840$121,809$30,452iApproximate average salary by contribution assumption: employee only about $761,306 at 4% or $507,538 at 6%; with 50% employer match about $507,538 at 4% or $338,358 at 6%; with 100% employer match about $380,653 at 4% or $253,769 at 6%.
Fingerlakes Wealth Management 401(K) Plan-4$454,840$121,809$30,452iApproximate average salary by contribution assumption: employee only about $761,306 at 4% or $507,538 at 6%; with 50% employer match about $507,538 at 4% or $338,358 at 6%; with 100% employer match about $380,653 at 4% or $253,769 at 6%.
202214$278,477$114,372$28,593iApproximate average salary by contribution assumption: employee only about $714,825 at 4% or $476,550 at 6%; with 50% employer match about $476,550 at 4% or $317,700 at 6%; with 100% employer match about $357,413 at 4% or $238,275 at 6%.
Fingerlakes Wealth Management 401(K) Plan-4$278,477$114,372$28,593iApproximate average salary by contribution assumption: employee only about $714,825 at 4% or $476,550 at 6%; with 50% employer match about $476,550 at 4% or $317,700 at 6%; with 100% employer match about $357,413 at 4% or $238,275 at 6%.
202114$214,663$105,181$26,295iApproximate average salary by contribution assumption: employee only about $657,381 at 4% or $438,254 at 6%; with 50% employer match about $438,254 at 4% or $292,169 at 6%; with 100% employer match about $328,691 at 4% or $219,127 at 6%.
Fingerlakes Wealth Management 401(K) Plan-4$214,663$105,181$26,295iApproximate average salary by contribution assumption: employee only about $657,381 at 4% or $438,254 at 6%; with 50% employer match about $438,254 at 4% or $292,169 at 6%; with 100% employer match about $328,691 at 4% or $219,127 at 6%.
202014$82,228$69,203$17,301iApproximate average salary by contribution assumption: employee only about $432,519 at 4% or $288,346 at 6%; with 50% employer match about $288,346 at 4% or $192,231 at 6%; with 100% employer match about $216,259 at 4% or $144,173 at 6%.
Fingerlakes Wealth Management 401(K) Plan-4$82,228$69,203$17,301iApproximate average salary by contribution assumption: employee only about $432,519 at 4% or $288,346 at 6%; with 50% employer match about $288,346 at 4% or $192,231 at 6%; with 100% employer match about $216,259 at 4% or $144,173 at 6%.