Civic Intelligence

Counsel Financial II LLC

Plan context: Counsel Financial II LLC

EIN 27-0440769 • Williamsville, NY • 11 filings • 3 plans

6400 Main St.Suite 120Williamsville, NY 14221
Current Snapshot

Latest Year

2023

2023 Participants

26

2023 Assets

$1,455,737

2023 Contributions

$321,326

Historical Graphs

Total Assets Over Time

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

$1,455,737$727,869$0200920142018YearValue
$1,455,737Latest year 2018

Participants Over Time

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

26130200920142018YearValue
26Latest year 2018

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
202310$0$0-
Counsel Financial II LLC-0$0$0-
2018126$1,455,737$321,326$12,359iApproximate average salary by contribution assumption: employee only about $308,967 at 4% or $205,978 at 6%; with 50% employer match about $205,978 at 4% or $137,319 at 6%; with 100% employer match about $154,484 at 4% or $102,989 at 6%.
Counsel Financial II LLC-26$1,455,737$321,326$12,359iApproximate average salary by contribution assumption: employee only about $308,967 at 4% or $205,978 at 6%; with 50% employer match about $205,978 at 4% or $137,319 at 6%; with 100% employer match about $154,484 at 4% or $102,989 at 6%.
2017120$1,228,564$120,112$6,006iApproximate average salary by contribution assumption: employee only about $150,140 at 4% or $100,093 at 6%; with 50% employer match about $100,093 at 4% or $66,729 at 6%; with 100% employer match about $75,070 at 4% or $50,047 at 6%.
Counsel Financial II LLC-20$1,228,564$120,112$6,006iApproximate average salary by contribution assumption: employee only about $150,140 at 4% or $100,093 at 6%; with 50% employer match about $100,093 at 4% or $66,729 at 6%; with 100% employer match about $75,070 at 4% or $50,047 at 6%.
2016122$961,604$139,329$6,333iApproximate average salary by contribution assumption: employee only about $158,328 at 4% or $105,552 at 6%; with 50% employer match about $105,552 at 4% or $70,368 at 6%; with 100% employer match about $79,164 at 4% or $52,776 at 6%.
Counsel Financial II LLC-22$961,604$139,329$6,333iApproximate average salary by contribution assumption: employee only about $158,328 at 4% or $105,552 at 6%; with 50% employer match about $105,552 at 4% or $70,368 at 6%; with 100% employer match about $79,164 at 4% or $52,776 at 6%.
2015123$901,176$147,312$6,405iApproximate average salary by contribution assumption: employee only about $160,122 at 4% or $106,748 at 6%; with 50% employer match about $106,748 at 4% or $71,165 at 6%; with 100% employer match about $80,061 at 4% or $53,374 at 6%.
Counsel Financial II LLC-23$901,176$147,312$6,405iApproximate average salary by contribution assumption: employee only about $160,122 at 4% or $106,748 at 6%; with 50% employer match about $106,748 at 4% or $71,165 at 6%; with 100% employer match about $80,061 at 4% or $53,374 at 6%.
201412$730,078$139,218$69,609iApproximate average salary by contribution assumption: employee only about $1,740,225 at 4% or $1,160,150 at 6%; with 50% employer match about $1,160,150 at 4% or $773,433 at 6%; with 100% employer match about $870,113 at 4% or $580,075 at 6%.
Counsel Financial II LLC-2$730,078$139,218$69,609iApproximate average salary by contribution assumption: employee only about $1,740,225 at 4% or $1,160,150 at 6%; with 50% employer match about $1,160,150 at 4% or $773,433 at 6%; with 100% employer match about $870,113 at 4% or $580,075 at 6%.
2013121$652,695$141,245$6,726iApproximate average salary by contribution assumption: employee only about $168,149 at 4% or $112,099 at 6%; with 50% employer match about $112,099 at 4% or $74,733 at 6%; with 100% employer match about $84,074 at 4% or $56,050 at 6%.
Counsel Financial II LLC-21$652,695$141,245$6,726iApproximate average salary by contribution assumption: employee only about $168,149 at 4% or $112,099 at 6%; with 50% employer match about $112,099 at 4% or $74,733 at 6%; with 100% employer match about $84,074 at 4% or $56,050 at 6%.
2012119$404,703$107,685$5,668iApproximate average salary by contribution assumption: employee only about $141,691 at 4% or $94,461 at 6%; with 50% employer match about $94,461 at 4% or $62,974 at 6%; with 100% employer match about $70,845 at 4% or $47,230 at 6%.
Counsel Financial II LLC-19$404,703$107,685$5,668iApproximate average salary by contribution assumption: employee only about $141,691 at 4% or $94,461 at 6%; with 50% employer match about $94,461 at 4% or $62,974 at 6%; with 100% employer match about $70,845 at 4% or $47,230 at 6%.
2011115$253,620$95,620$6,375iApproximate average salary by contribution assumption: employee only about $159,367 at 4% or $106,244 at 6%; with 50% employer match about $106,244 at 4% or $70,830 at 6%; with 100% employer match about $79,683 at 4% or $53,122 at 6%.
Counsel Financial II LLC-15$253,620$95,620$6,375iApproximate average salary by contribution assumption: employee only about $159,367 at 4% or $106,244 at 6%; with 50% employer match about $106,244 at 4% or $70,830 at 6%; with 100% employer match about $79,683 at 4% or $53,122 at 6%.
2010110$161,072$81,759$8,176iApproximate average salary by contribution assumption: employee only about $204,398 at 4% or $136,265 at 6%; with 50% employer match about $136,265 at 4% or $90,843 at 6%; with 100% employer match about $102,199 at 4% or $68,133 at 6%.
Counsel Financial II LLC-10$161,072$81,759$8,176iApproximate average salary by contribution assumption: employee only about $204,398 at 4% or $136,265 at 6%; with 50% employer match about $136,265 at 4% or $90,843 at 6%; with 100% employer match about $102,199 at 4% or $68,133 at 6%.
2009111$71,183$69,523$6,320iApproximate average salary by contribution assumption: employee only about $158,007 at 4% or $105,338 at 6%; with 50% employer match about $105,338 at 4% or $70,225 at 6%; with 100% employer match about $79,003 at 4% or $52,669 at 6%.
Counsel Financial II LLC-11$71,183$69,523$6,320iApproximate average salary by contribution assumption: employee only about $158,007 at 4% or $105,338 at 6%; with 50% employer match about $105,338 at 4% or $70,225 at 6%; with 100% employer match about $79,003 at 4% or $52,669 at 6%.