Civic Intelligence

Dynasty Financial Partners LLC

Plan context: Dynasty Financial Partners LLC 401(K) Plan

EIN 27-2037539 • St. Petersburg, FL • 13 filings • 3 plans

200 Central Ave, 15th FloorSt. Petersburg, FL 33701
Current Snapshot

Latest Year

2024

2024 Participants

140

2024 Assets

$5,588,737

2024 Contributions

$1,481,042

Historical Graphs

Total Assets Over Time

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

$5,588,737$2,794,369$0201320192024YearValue
$5,588,737Latest year 2024

Participants Over Time

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

140700201320192024YearValue
140Latest 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
20242140$5,588,737$1,481,042$10,579iApproximate average salary by contribution assumption: employee only about $264,472 at 4% or $176,315 at 6%; with 50% employer match about $176,315 at 4% or $117,543 at 6%; with 100% employer match about $132,236 at 4% or $88,157 at 6%.
Dynasty Financial Partners LLC 401(K) Plan-112$5,588,737$1,481,042$13,224iApproximate average salary by contribution assumption: employee only about $330,590 at 4% or $220,393 at 6%; with 50% employer match about $220,393 at 4% or $146,929 at 6%; with 100% employer match about $165,295 at 4% or $110,197 at 6%.
Dynasty Financial Partners Welfare Benefits Plan-140---
20231101$4,132,080$1,076,759$10,661iApproximate average salary by contribution assumption: employee only about $266,525 at 4% or $177,683 at 6%; with 50% employer match about $177,683 at 4% or $118,455 at 6%; with 100% employer match about $133,262 at 4% or $88,842 at 6%.
Dynasty Financial Partners LLC 401(K) Plan-101$4,132,080$1,076,759$10,661iApproximate average salary by contribution assumption: employee only about $266,525 at 4% or $177,683 at 6%; with 50% employer match about $177,683 at 4% or $118,455 at 6%; with 100% employer match about $133,262 at 4% or $88,842 at 6%.
2022170$3,012,903$833,096$11,901iApproximate average salary by contribution assumption: employee only about $297,534 at 4% or $198,356 at 6%; with 50% employer match about $198,356 at 4% or $132,237 at 6%; with 100% employer match about $148,767 at 4% or $99,178 at 6%.
Dynasty Financial Partners LLC 401(K) Plan-70$3,012,903$833,096$11,901iApproximate average salary by contribution assumption: employee only about $297,534 at 4% or $198,356 at 6%; with 50% employer match about $198,356 at 4% or $132,237 at 6%; with 100% employer match about $148,767 at 4% or $99,178 at 6%.
2021166$3,006,234$624,858$9,468iApproximate average salary by contribution assumption: employee only about $236,689 at 4% or $157,792 at 6%; with 50% employer match about $157,792 at 4% or $105,195 at 6%; with 100% employer match about $118,344 at 4% or $78,896 at 6%.
Dynasty Financial Partners LLC 401(K) Plan-66$3,006,234$624,858$9,468iApproximate average salary by contribution assumption: employee only about $236,689 at 4% or $157,792 at 6%; with 50% employer match about $157,792 at 4% or $105,195 at 6%; with 100% employer match about $118,344 at 4% or $78,896 at 6%.
2020152$2,377,731$491,645$9,455iApproximate average salary by contribution assumption: employee only about $236,368 at 4% or $157,579 at 6%; with 50% employer match about $157,579 at 4% or $105,052 at 6%; with 100% employer match about $118,184 at 4% or $78,789 at 6%.
Dynasty Financial Partners LLC 401(K) Plan-52$2,377,731$491,645$9,455iApproximate average salary by contribution assumption: employee only about $236,368 at 4% or $157,579 at 6%; with 50% employer match about $157,579 at 4% or $105,052 at 6%; with 100% employer match about $118,184 at 4% or $78,789 at 6%.
2019146$1,523,539$483,230$10,505iApproximate average salary by contribution assumption: employee only about $262,625 at 4% or $175,083 at 6%; with 50% employer match about $175,083 at 4% or $116,722 at 6%; with 100% employer match about $131,313 at 4% or $87,542 at 6%.
Dynasty Financial Partners LLC 401(K) Plan-46$1,523,539$483,230$10,505iApproximate average salary by contribution assumption: employee only about $262,625 at 4% or $175,083 at 6%; with 50% employer match about $175,083 at 4% or $116,722 at 6%; with 100% employer match about $131,313 at 4% or $87,542 at 6%.
2018151$1,630,908$557,346$10,928iApproximate average salary by contribution assumption: employee only about $273,209 at 4% or $182,139 at 6%; with 50% employer match about $182,139 at 4% or $121,426 at 6%; with 100% employer match about $136,604 at 4% or $91,070 at 6%.
Dynasty Financial Partners LLC 401(K) Plan-51$1,630,908$557,346$10,928iApproximate average salary by contribution assumption: employee only about $273,209 at 4% or $182,139 at 6%; with 50% employer match about $182,139 at 4% or $121,426 at 6%; with 100% employer match about $136,604 at 4% or $91,070 at 6%.
2017142$1,253,878$455,973$10,857iApproximate average salary by contribution assumption: employee only about $271,413 at 4% or $180,942 at 6%; with 50% employer match about $180,942 at 4% or $120,628 at 6%; with 100% employer match about $135,706 at 4% or $90,471 at 6%.
Dynasty Financial Partners LLC 401(K) Plan-42$1,253,878$455,973$10,857iApproximate average salary by contribution assumption: employee only about $271,413 at 4% or $180,942 at 6%; with 50% employer match about $180,942 at 4% or $120,628 at 6%; with 100% employer match about $135,706 at 4% or $90,471 at 6%.
2016130$756,150$405,634$13,521iApproximate average salary by contribution assumption: employee only about $338,028 at 4% or $225,352 at 6%; with 50% employer match about $225,352 at 4% or $150,235 at 6%; with 100% employer match about $169,014 at 4% or $112,676 at 6%.
Dynasty Financial Partners LLC 401(K) Plan-30$756,150$405,634$13,521iApproximate average salary by contribution assumption: employee only about $338,028 at 4% or $225,352 at 6%; with 50% employer match about $225,352 at 4% or $150,235 at 6%; with 100% employer match about $169,014 at 4% or $112,676 at 6%.
2015124$410,659$186,523$7,772iApproximate average salary by contribution assumption: employee only about $194,295 at 4% or $129,530 at 6%; with 50% employer match about $129,530 at 4% or $86,353 at 6%; with 100% employer match about $97,147 at 4% or $64,765 at 6%.
Dynasty Financial Partners LLC 401(K) Plan-24$410,659$186,523$7,772iApproximate average salary by contribution assumption: employee only about $194,295 at 4% or $129,530 at 6%; with 50% employer match about $129,530 at 4% or $86,353 at 6%; with 100% employer match about $97,147 at 4% or $64,765 at 6%.
2014114$265,962$165,891$11,849iApproximate average salary by contribution assumption: employee only about $296,234 at 4% or $197,489 at 6%; with 50% employer match about $197,489 at 4% or $131,660 at 6%; with 100% employer match about $148,117 at 4% or $98,745 at 6%.
Dynasty Financial Partners LLC 401(K) Plan-14$265,962$165,891$11,849iApproximate average salary by contribution assumption: employee only about $296,234 at 4% or $197,489 at 6%; with 50% employer match about $197,489 at 4% or $131,660 at 6%; with 100% employer match about $148,117 at 4% or $98,745 at 6%.
2013110$93,454$89,976$8,998iApproximate average salary by contribution assumption: employee only about $224,940 at 4% or $149,960 at 6%; with 50% employer match about $149,960 at 4% or $99,973 at 6%; with 100% employer match about $112,470 at 4% or $74,980 at 6%.
Dynasty Financial Partners LLC 401(K) Plan-10$93,454$89,976$8,998iApproximate average salary by contribution assumption: employee only about $224,940 at 4% or $149,960 at 6%; with 50% employer match about $149,960 at 4% or $99,973 at 6%; with 100% employer match about $112,470 at 4% or $74,980 at 6%.