Bristol Financial Services PC
Plan context: Bristol Financial Services PC 401(K) Profit Sharing Plan
EIN 27-4320571 • Bristol, VT • 2 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$1,756,589
2025 Contributions
$193,035
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 6 | $1,756,589 | $193,035 | $32,173iApproximate average salary by contribution assumption: employee only about $804,313 at 4% or $536,208 at 6%; with 50% employer match about $536,208 at 4% or $357,472 at 6%; with 100% employer match about $402,156 at 4% or $268,104 at 6%. |
| Bristol Financial Services PC 401(K) Profit Sharing Plan | - | 6 | $1,756,589 | $193,035 | $32,173iApproximate average salary by contribution assumption: employee only about $804,313 at 4% or $536,208 at 6%; with 50% employer match about $536,208 at 4% or $357,472 at 6%; with 100% employer match about $402,156 at 4% or $268,104 at 6%. |
| 2024 | 1 | 7 | $1,548,807 | $99,385 | $14,198iApproximate average salary by contribution assumption: employee only about $354,946 at 4% or $236,631 at 6%; with 50% employer match about $236,631 at 4% or $157,754 at 6%; with 100% employer match about $177,473 at 4% or $118,315 at 6%. |
| Bristol Financial Services PC 401(K) Profit Sharing Plan | - | 7 | $1,548,807 | $99,385 | $14,198iApproximate average salary by contribution assumption: employee only about $354,946 at 4% or $236,631 at 6%; with 50% employer match about $236,631 at 4% or $157,754 at 6%; with 100% employer match about $177,473 at 4% or $118,315 at 6%. |