Civic Intelligence

Frazier Tax & Financial Advisors

Plan context: Frazier Tax & Financial Advisors 401K Profit Sharing Plan

EIN 31-1292004 • Dublin, OH • 24 filings • 5 plans

6300 Frantz RoadDublin, OH 43017
Current Snapshot

Latest Year

2019

2019 Participants

8

2019 Assets

$1,355,634

2019 Contributions

$408,571

Historical Graphs

Total Assets Over Time

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

$1,469,491$734,746$0199920132019YearValue
$1,355,634Latest year 2019

Participants Over Time

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

950199920072019YearValue
8Latest year 2019

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
201928$1,355,634$408,571$51,071iApproximate average salary by contribution assumption: employee only about $1,276,784 at 4% or $851,190 at 6%; with 50% employer match about $851,190 at 4% or $567,460 at 6%; with 100% employer match about $638,392 at 4% or $425,595 at 6%.
Frazier Tax & Financial Advisors 401K Profit Sharing Plan-8$1,346,692$343,912$42,989iApproximate average salary by contribution assumption: employee only about $1,074,725 at 4% or $716,483 at 6%; with 50% employer match about $716,483 at 4% or $477,656 at 6%; with 100% employer match about $537,363 at 4% or $358,242 at 6%.
FRAZIER FIN ADVISORS SOCA BENEFIT PLAN-2$8,942$64,659$32,330iApproximate average salary by contribution assumption: employee only about $808,238 at 4% or $538,825 at 6%; with 50% employer match about $538,825 at 4% or $359,217 at 6%; with 100% employer match about $404,119 at 4% or $269,413 at 6%.
201839$1,469,491$390,839$43,427iApproximate average salary by contribution assumption: employee only about $1,085,664 at 4% or $723,776 at 6%; with 50% employer match about $723,776 at 4% or $482,517 at 6%; with 100% employer match about $542,832 at 4% or $361,888 at 6%.
Frazier Tax & Financial Advisors 401K Profit Sharing Plan-9$916,746$200,647$22,294iApproximate average salary by contribution assumption: employee only about $557,353 at 4% or $371,569 at 6%; with 50% employer match about $371,569 at 4% or $247,712 at 6%; with 100% employer match about $278,676 at 4% or $185,784 at 6%.
Frazier Financial Advisors LLC Cash Balance Plan-7$550,597$175,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
FRAZIER FIN ADVISORS SOCA BENEFIT PLAN-2$2,148$15,192$7,596iApproximate average salary by contribution assumption: employee only about $189,900 at 4% or $126,600 at 6%; with 50% employer match about $126,600 at 4% or $84,400 at 6%; with 100% employer match about $94,950 at 4% or $63,300 at 6%.
201727$1,183,521$284,902$40,700iApproximate average salary by contribution assumption: employee only about $1,017,507 at 4% or $678,338 at 6%; with 50% employer match about $678,338 at 4% or $452,225 at 6%; with 100% employer match about $508,754 at 4% or $339,169 at 6%.
Frazier Tax & Financial Advisors 401K Profit Sharing Plan-7$780,676$184,902$26,415iApproximate average salary by contribution assumption: employee only about $660,364 at 4% or $440,243 at 6%; with 50% employer match about $440,243 at 4% or $293,495 at 6%; with 100% employer match about $330,182 at 4% or $220,121 at 6%.
Frazier Financial Advisors LLC Cash Balance Plan-7$402,845$100,000$14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%.
201626$871,102$235,870$39,312iApproximate average salary by contribution assumption: employee only about $982,792 at 4% or $655,194 at 6%; with 50% employer match about $655,194 at 4% or $436,796 at 6%; with 100% employer match about $491,396 at 4% or $327,597 at 6%.
Frazier Tax & Financial Advisors 401K Profit Sharing Plan-6$584,686$153,942$25,657iApproximate average salary by contribution assumption: employee only about $641,425 at 4% or $427,617 at 6%; with 50% employer match about $427,617 at 4% or $285,078 at 6%; with 100% employer match about $320,713 at 4% or $213,808 at 6%.
Frazier Financial Advisors LLC Cash Balance Plan-6$286,416$81,928$13,655iApproximate average salary by contribution assumption: employee only about $341,367 at 4% or $227,578 at 6%; with 50% employer match about $227,578 at 4% or $151,719 at 6%; with 100% employer match about $170,683 at 4% or $113,789 at 6%.
201526$578,675$230,097$38,350iApproximate average salary by contribution assumption: employee only about $958,738 at 4% or $639,158 at 6%; with 50% employer match about $639,158 at 4% or $426,106 at 6%; with 100% employer match about $479,369 at 4% or $319,579 at 6%.
Frazier Tax & Financial Advisors 401K Profit Sharing Plan-6$380,591$129,059$21,510iApproximate average salary by contribution assumption: employee only about $537,746 at 4% or $358,497 at 6%; with 50% employer match about $358,497 at 4% or $238,998 at 6%; with 100% employer match about $268,873 at 4% or $179,249 at 6%.
Frazier Financial Advisors LLC Cash Balance Plan-6$198,084$101,038$16,840iApproximate average salary by contribution assumption: employee only about $420,992 at 4% or $280,661 at 6%; with 50% employer match about $280,661 at 4% or $187,107 at 6%; with 100% employer match about $210,496 at 4% or $140,331 at 6%.
201425$379,034$244,861$48,972iApproximate average salary by contribution assumption: employee only about $1,224,305 at 4% or $816,203 at 6%; with 50% employer match about $816,203 at 4% or $544,136 at 6%; with 100% employer match about $612,153 at 4% or $408,102 at 6%.
Frazier Tax & Financial Advisors 401K Profit Sharing Plan-5$279,205$145,032$29,006iApproximate average salary by contribution assumption: employee only about $725,160 at 4% or $483,440 at 6%; with 50% employer match about $483,440 at 4% or $322,293 at 6%; with 100% employer match about $362,580 at 4% or $241,720 at 6%.
Frazier Financial Advisors LLC Cash Balance Plan-5$99,829$99,829$19,966iApproximate average salary by contribution assumption: employee only about $499,145 at 4% or $332,763 at 6%; with 50% employer match about $332,763 at 4% or $221,842 at 6%; with 100% employer match about $249,573 at 4% or $166,382 at 6%.
201315$137,062$134,997$26,999iApproximate average salary by contribution assumption: employee only about $674,985 at 4% or $449,990 at 6%; with 50% employer match about $449,990 at 4% or $299,993 at 6%; with 100% employer match about $337,493 at 4% or $224,995 at 6%.
Frazier Tax & Financial Advisors 401K Profit Sharing Plan-5$137,062$134,997$26,999iApproximate average salary by contribution assumption: employee only about $674,985 at 4% or $449,990 at 6%; with 50% employer match about $449,990 at 4% or $299,993 at 6%; with 100% employer match about $337,493 at 4% or $224,995 at 6%.
200813$314,953$14,614$4,871iApproximate average salary by contribution assumption: employee only about $121,783 at 4% or $81,189 at 6%; with 50% employer match about $81,189 at 4% or $54,126 at 6%; with 100% employer match about $60,892 at 4% or $40,594 at 6%.
Frazier Tax & Financial Advisors 401K Profit Sharing Plan-3$314,953$14,614$4,871iApproximate average salary by contribution assumption: employee only about $121,783 at 4% or $81,189 at 6%; with 50% employer match about $81,189 at 4% or $54,126 at 6%; with 100% employer match about $60,892 at 4% or $40,594 at 6%.
200713$0$0-
Frazier Tax & Financial Advisors 401K Profit Sharing Plan-3---
200612$455,029$60,823$30,412iApproximate average salary by contribution assumption: employee only about $760,288 at 4% or $506,858 at 6%; with 50% employer match about $506,858 at 4% or $337,906 at 6%; with 100% employer match about $380,144 at 4% or $253,429 at 6%.
Frazier Tax & Financial Advisors 401K Profit Sharing Plan-2$455,029$60,823$30,412iApproximate average salary by contribution assumption: employee only about $760,288 at 4% or $506,858 at 6%; with 50% employer match about $506,858 at 4% or $337,906 at 6%; with 100% employer match about $380,144 at 4% or $253,429 at 6%.
200512$358,841$54,201$27,101iApproximate average salary by contribution assumption: employee only about $677,513 at 4% or $451,675 at 6%; with 50% employer match about $451,675 at 4% or $301,117 at 6%; with 100% employer match about $338,756 at 4% or $225,838 at 6%.
Frazier Tax & Financial Advisors 401K Profit Sharing Plan-2$358,841$54,201$27,101iApproximate average salary by contribution assumption: employee only about $677,513 at 4% or $451,675 at 6%; with 50% employer match about $451,675 at 4% or $301,117 at 6%; with 100% employer match about $338,756 at 4% or $225,838 at 6%.
200413$274,006$33,908$11,303iApproximate average salary by contribution assumption: employee only about $282,567 at 4% or $188,378 at 6%; with 50% employer match about $188,378 at 4% or $125,585 at 6%; with 100% employer match about $141,283 at 4% or $94,189 at 6%.
Frazier Tax & Financial Advisors 401K Profit Sharing Plan-3$274,006$33,908$11,303iApproximate average salary by contribution assumption: employee only about $282,567 at 4% or $188,378 at 6%; with 50% employer match about $188,378 at 4% or $125,585 at 6%; with 100% employer match about $141,283 at 4% or $94,189 at 6%.
200313$216,343$30,663$10,221iApproximate average salary by contribution assumption: employee only about $255,525 at 4% or $170,350 at 6%; with 50% employer match about $170,350 at 4% or $113,567 at 6%; with 100% employer match about $127,763 at 4% or $85,175 at 6%.
Frazier Tax & Financial Advisors 401K Profit Sharing Plan-3$216,343$30,663$10,221iApproximate average salary by contribution assumption: employee only about $255,525 at 4% or $170,350 at 6%; with 50% employer match about $170,350 at 4% or $113,567 at 6%; with 100% employer match about $127,763 at 4% or $85,175 at 6%.
200213$145,680$29,500$9,833iApproximate average salary by contribution assumption: employee only about $245,833 at 4% or $163,889 at 6%; with 50% employer match about $163,889 at 4% or $109,259 at 6%; with 100% employer match about $122,917 at 4% or $81,944 at 6%.
Frazier Tax & Financial Advisors 401K Profit Sharing Plan-3$145,680$29,500$9,833iApproximate average salary by contribution assumption: employee only about $245,833 at 4% or $163,889 at 6%; with 50% employer match about $163,889 at 4% or $109,259 at 6%; with 100% employer match about $122,917 at 4% or $81,944 at 6%.
200114$0$0-
Frazier Tax & Financial Advisors 401K Profit Sharing Plan-4---
200013$0$0-
Frazier Tax & Financial Advisors 401K Profit Sharing Plan-3---
199914$80,206$23,126$5,782iApproximate average salary by contribution assumption: employee only about $144,538 at 4% or $96,358 at 6%; with 50% employer match about $96,358 at 4% or $64,239 at 6%; with 100% employer match about $72,269 at 4% or $48,179 at 6%.
Frazier Tax & Financial Advisors 401K Profit Sharing Plan-4$80,206$23,126$5,782iApproximate average salary by contribution assumption: employee only about $144,538 at 4% or $96,358 at 6%; with 50% employer match about $96,358 at 4% or $64,239 at 6%; with 100% employer match about $72,269 at 4% or $48,179 at 6%.