Civic Intelligence

Micari Financial Group LLC

Plan context: Micari Financial Group LLC 401(K) Plan

EIN 27-2801225 • Bristol, CT • 16 filings • 1 plans

101 Church AvenueP.O. Box 1689Bristol, CT 06011-1689
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$1,527,354

2025 Contributions

$80,894

Historical Graphs

Total Assets Over Time

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

$1,527,354$763,677$0201020182025YearValue
$1,527,354Latest year 2025

Participants Over Time

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

740201020182025YearValue
6Latest 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
202516$1,527,354$80,894$13,482iApproximate average salary by contribution assumption: employee only about $337,058 at 4% or $224,706 at 6%; with 50% employer match about $224,706 at 4% or $149,804 at 6%; with 100% employer match about $168,529 at 4% or $112,353 at 6%.
Micari Financial Group LLC 401(K) Plan-6$1,527,354$80,894$13,482iApproximate average salary by contribution assumption: employee only about $337,058 at 4% or $224,706 at 6%; with 50% employer match about $224,706 at 4% or $149,804 at 6%; with 100% employer match about $168,529 at 4% or $112,353 at 6%.
202417$1,219,851$63,905$9,129iApproximate average salary by contribution assumption: employee only about $228,232 at 4% or $152,155 at 6%; with 50% employer match about $152,155 at 4% or $101,437 at 6%; with 100% employer match about $114,116 at 4% or $76,077 at 6%.
Micari Financial Group LLC 401(K) Plan-7$1,219,851$63,905$9,129iApproximate average salary by contribution assumption: employee only about $228,232 at 4% or $152,155 at 6%; with 50% employer match about $152,155 at 4% or $101,437 at 6%; with 100% employer match about $114,116 at 4% or $76,077 at 6%.
202316$1,022,530$57,795$9,633iApproximate average salary by contribution assumption: employee only about $240,813 at 4% or $160,542 at 6%; with 50% employer match about $160,542 at 4% or $107,028 at 6%; with 100% employer match about $120,406 at 4% or $80,271 at 6%.
Micari Financial Group LLC 401(K) Plan-6$1,022,530$57,795$9,633iApproximate average salary by contribution assumption: employee only about $240,813 at 4% or $160,542 at 6%; with 50% employer match about $160,542 at 4% or $107,028 at 6%; with 100% employer match about $120,406 at 4% or $80,271 at 6%.
202215$800,220$55,893$11,179iApproximate average salary by contribution assumption: employee only about $279,465 at 4% or $186,310 at 6%; with 50% employer match about $186,310 at 4% or $124,207 at 6%; with 100% employer match about $139,733 at 4% or $93,155 at 6%.
Micari Financial Group LLC 401(K) Plan-5$800,220$55,893$11,179iApproximate average salary by contribution assumption: employee only about $279,465 at 4% or $186,310 at 6%; with 50% employer match about $186,310 at 4% or $124,207 at 6%; with 100% employer match about $139,733 at 4% or $93,155 at 6%.
202115$946,233$51,390$10,278iApproximate average salary by contribution assumption: employee only about $256,950 at 4% or $171,300 at 6%; with 50% employer match about $171,300 at 4% or $114,200 at 6%; with 100% employer match about $128,475 at 4% or $85,650 at 6%.
Micari Financial Group LLC 401(K) Plan-5$946,233$51,390$10,278iApproximate average salary by contribution assumption: employee only about $256,950 at 4% or $171,300 at 6%; with 50% employer match about $171,300 at 4% or $114,200 at 6%; with 100% employer match about $128,475 at 4% or $85,650 at 6%.
202015$781,834$49,929$9,986iApproximate average salary by contribution assumption: employee only about $249,645 at 4% or $166,430 at 6%; with 50% employer match about $166,430 at 4% or $110,953 at 6%; with 100% employer match about $124,822 at 4% or $83,215 at 6%.
Micari Financial Group LLC 401(K) Plan-5$781,834$49,929$9,986iApproximate average salary by contribution assumption: employee only about $249,645 at 4% or $166,430 at 6%; with 50% employer match about $166,430 at 4% or $110,953 at 6%; with 100% employer match about $124,822 at 4% or $83,215 at 6%.
201914$615,386$55,162$13,791iApproximate average salary by contribution assumption: employee only about $344,763 at 4% or $229,842 at 6%; with 50% employer match about $229,842 at 4% or $153,228 at 6%; with 100% employer match about $172,381 at 4% or $114,921 at 6%.
Micari Financial Group LLC 401(K) Plan-4$615,386$55,162$13,791iApproximate average salary by contribution assumption: employee only about $344,763 at 4% or $229,842 at 6%; with 50% employer match about $229,842 at 4% or $153,228 at 6%; with 100% employer match about $172,381 at 4% or $114,921 at 6%.
201814$460,153$48,603$12,151iApproximate average salary by contribution assumption: employee only about $303,769 at 4% or $202,513 at 6%; with 50% employer match about $202,513 at 4% or $135,008 at 6%; with 100% employer match about $151,884 at 4% or $101,256 at 6%.
Micari Financial Group LLC 401(K) Plan-4$460,153$48,603$12,151iApproximate average salary by contribution assumption: employee only about $303,769 at 4% or $202,513 at 6%; with 50% employer match about $202,513 at 4% or $135,008 at 6%; with 100% employer match about $151,884 at 4% or $101,256 at 6%.
201712$439,735$43,656$21,828iApproximate average salary by contribution assumption: employee only about $545,700 at 4% or $363,800 at 6%; with 50% employer match about $363,800 at 4% or $242,533 at 6%; with 100% employer match about $272,850 at 4% or $181,900 at 6%.
Micari Financial Group LLC 401(K) Plan-2$439,735$43,656$21,828iApproximate average salary by contribution assumption: employee only about $545,700 at 4% or $363,800 at 6%; with 50% employer match about $363,800 at 4% or $242,533 at 6%; with 100% employer match about $272,850 at 4% or $181,900 at 6%.
201612$330,427$43,664$21,832iApproximate average salary by contribution assumption: employee only about $545,800 at 4% or $363,867 at 6%; with 50% employer match about $363,867 at 4% or $242,578 at 6%; with 100% employer match about $272,900 at 4% or $181,933 at 6%.
Micari Financial Group LLC 401(K) Plan-2$330,427$43,664$21,832iApproximate average salary by contribution assumption: employee only about $545,800 at 4% or $363,867 at 6%; with 50% employer match about $363,867 at 4% or $242,578 at 6%; with 100% employer match about $272,900 at 4% or $181,933 at 6%.
201512$266,165$37,769$18,885iApproximate average salary by contribution assumption: employee only about $472,113 at 4% or $314,742 at 6%; with 50% employer match about $314,742 at 4% or $209,828 at 6%; with 100% employer match about $236,056 at 4% or $157,371 at 6%.
Micari Financial Group LLC 401(K) Plan-2$266,165$37,769$18,885iApproximate average salary by contribution assumption: employee only about $472,113 at 4% or $314,742 at 6%; with 50% employer match about $314,742 at 4% or $209,828 at 6%; with 100% employer match about $236,056 at 4% or $157,371 at 6%.
201412$229,830$36,897$18,449iApproximate average salary by contribution assumption: employee only about $461,213 at 4% or $307,475 at 6%; with 50% employer match about $307,475 at 4% or $204,983 at 6%; with 100% employer match about $230,606 at 4% or $153,738 at 6%.
Micari Financial Group LLC 401(K) Plan-2$229,830$36,897$18,449iApproximate average salary by contribution assumption: employee only about $461,213 at 4% or $307,475 at 6%; with 50% employer match about $307,475 at 4% or $204,983 at 6%; with 100% employer match about $230,606 at 4% or $153,738 at 6%.
201312$183,037$35,504$17,752iApproximate average salary by contribution assumption: employee only about $443,800 at 4% or $295,867 at 6%; with 50% employer match about $295,867 at 4% or $197,244 at 6%; with 100% employer match about $221,900 at 4% or $147,933 at 6%.
Micari Financial Group LLC 401(K) Plan-2$183,037$35,504$17,752iApproximate average salary by contribution assumption: employee only about $443,800 at 4% or $295,867 at 6%; with 50% employer match about $295,867 at 4% or $197,244 at 6%; with 100% employer match about $221,900 at 4% or $147,933 at 6%.
201212$120,446$40,971$20,486iApproximate average salary by contribution assumption: employee only about $512,138 at 4% or $341,425 at 6%; with 50% employer match about $341,425 at 4% or $227,617 at 6%; with 100% employer match about $256,069 at 4% or $170,713 at 6%.
Micari Financial Group LLC 401(K) Plan-2$120,446$40,971$20,486iApproximate average salary by contribution assumption: employee only about $512,138 at 4% or $341,425 at 6%; with 50% employer match about $341,425 at 4% or $227,617 at 6%; with 100% employer match about $256,069 at 4% or $170,713 at 6%.
201112$93,154$68,592$34,296iApproximate average salary by contribution assumption: employee only about $857,400 at 4% or $571,600 at 6%; with 50% employer match about $571,600 at 4% or $381,067 at 6%; with 100% employer match about $428,700 at 4% or $285,800 at 6%.
Micari Financial Group LLC 401(K) Plan-2$93,154$68,592$34,296iApproximate average salary by contribution assumption: employee only about $857,400 at 4% or $571,600 at 6%; with 50% employer match about $571,600 at 4% or $381,067 at 6%; with 100% employer match about $428,700 at 4% or $285,800 at 6%.
201012$28,009$28,009$14,005iApproximate average salary by contribution assumption: employee only about $350,113 at 4% or $233,408 at 6%; with 50% employer match about $233,408 at 4% or $155,606 at 6%; with 100% employer match about $175,056 at 4% or $116,704 at 6%.
Micari Financial Group LLC 401(K) Plan-2$28,009$28,009$14,005iApproximate average salary by contribution assumption: employee only about $350,113 at 4% or $233,408 at 6%; with 50% employer match about $233,408 at 4% or $155,606 at 6%; with 100% employer match about $175,056 at 4% or $116,704 at 6%.