Greenwich Financial Advisors LLC
Plan context: Greenwich Financial Advisors LLC
EIN 27-1375566 • Poughkeepsie, NY • 8 filings • 5 plans
Current Snapshot
Latest Year
2018
2018 Participants
1
2018 Assets
$772,780
2018 Contributions
$32,190
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2018 | 1 | 1 | $772,780 | $0 | - |
| Greenwich Financial Advisors LLC | - | 1 | $772,780 | - | - |
| 2017 | 1 | 1 | $743,016 | $0 | - |
| Greenwich Financial Advisors LLC | - | 1 | $743,016 | - | - |
| 2016 | 1 | 1 | $715,432 | $32,190 | $32,190iApproximate average salary by contribution assumption: employee only about $804,750 at 4% or $536,500 at 6%; with 50% employer match about $536,500 at 4% or $357,667 at 6%; with 100% employer match about $402,375 at 4% or $268,250 at 6%. |
| Greenwich Financial Advisors LLC | - | 1 | $715,432 | $32,190 | $32,190iApproximate average salary by contribution assumption: employee only about $804,750 at 4% or $536,500 at 6%; with 50% employer match about $536,500 at 4% or $357,667 at 6%; with 100% employer match about $402,375 at 4% or $268,250 at 6%. |
| 2015 | 1 | 1 | $696,460 | $5,910 | $5,910iApproximate average salary by contribution assumption: employee only about $147,750 at 4% or $98,500 at 6%; with 50% employer match about $98,500 at 4% or $65,667 at 6%; with 100% employer match about $73,875 at 4% or $49,250 at 6%. |
| Greenwich Financial Advisors LLC | - | 1 | $696,460 | $5,910 | $5,910iApproximate average salary by contribution assumption: employee only about $147,750 at 4% or $98,500 at 6%; with 50% employer match about $98,500 at 4% or $65,667 at 6%; with 100% employer match about $73,875 at 4% or $49,250 at 6%. |
| 2014 | 1 | 1 | $693,548 | $3,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| Greenwich Financial Advisors LLC | - | 1 | $693,548 | $3,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| 2013 | 1 | 1 | $667,215 | $8,550 | $8,550iApproximate average salary by contribution assumption: employee only about $213,750 at 4% or $142,500 at 6%; with 50% employer match about $142,500 at 4% or $95,000 at 6%; with 100% employer match about $106,875 at 4% or $71,250 at 6%. |
| Greenwich Financial Advisors LLC | - | 1 | $667,215 | $8,550 | $8,550iApproximate average salary by contribution assumption: employee only about $213,750 at 4% or $142,500 at 6%; with 50% employer match about $142,500 at 4% or $95,000 at 6%; with 100% employer match about $106,875 at 4% or $71,250 at 6%. |
| 2012 | 1 | 1 | $589,293 | $6,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| Greenwich Financial Advisors LLC | - | 1 | $589,293 | $6,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| 2011 | 1 | 1 | $558,907 | $0 | - |
| Greenwich Financial Advisors LLC | - | 1 | $558,907 | - | - |