Civic Intelligence

Financial Advisors Resources

Plan context: Financial Advisors Resources LLC Safe Harbor 401(K) Plan

EIN 31-1624008 • Worthington, OH • 30 filings • 5 plans

450 West Wilson Bridge Road, SuiteWorthington, OH 43085
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$3,887,687

2024 Contributions

$407,587

Historical Graphs

Total Assets Over Time

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

$3,887,687$1,943,844$0200320152024YearValue
$3,887,687Latest year 2024

Participants Over Time

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

26130200220142024YearValue
7Latest 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
202427$3,887,687$407,587$58,227iApproximate average salary by contribution assumption: employee only about $1,455,668 at 4% or $970,445 at 6%; with 50% employer match about $970,445 at 4% or $646,963 at 6%; with 100% employer match about $727,834 at 4% or $485,223 at 6%.
Financial Advisors Resources LLC Safe Harbor 401(K) Plan-7$3,860,791$304,707$43,530iApproximate average salary by contribution assumption: employee only about $1,088,239 at 4% or $725,493 at 6%; with 50% employer match about $725,493 at 4% or $483,662 at 6%; with 100% employer match about $544,120 at 4% or $362,746 at 6%.
Financial Advisors Resources Soca Benefit Plan-7$26,896$102,880$14,697iApproximate average salary by contribution assumption: employee only about $367,429 at 4% or $244,952 at 6%; with 50% employer match about $244,952 at 4% or $163,302 at 6%; with 100% employer match about $183,714 at 4% or $122,476 at 6%.
202329$3,466,937$467,187$51,910iApproximate average salary by contribution assumption: employee only about $1,297,742 at 4% or $865,161 at 6%; with 50% employer match about $865,161 at 4% or $576,774 at 6%; with 100% employer match about $648,871 at 4% or $432,581 at 6%.
Financial Advisors Resources LLC Safe Harbor 401(K) Plan-9$3,444,337$371,027$41,225iApproximate average salary by contribution assumption: employee only about $1,030,631 at 4% or $687,087 at 6%; with 50% employer match about $687,087 at 4% or $458,058 at 6%; with 100% employer match about $515,315 at 4% or $343,544 at 6%.
Financial Advisors Resources Soca Benefit Plan-6$22,600$96,160$16,027iApproximate average salary by contribution assumption: employee only about $400,667 at 4% or $267,111 at 6%; with 50% employer match about $267,111 at 4% or $178,074 at 6%; with 100% employer match about $200,333 at 4% or $133,556 at 6%.
202229$2,692,400$319,151$35,461iApproximate average salary by contribution assumption: employee only about $886,531 at 4% or $591,020 at 6%; with 50% employer match about $591,020 at 4% or $394,014 at 6%; with 100% employer match about $443,265 at 4% or $295,510 at 6%.
Financial Advisors Resources LLC Safe Harbor 401(K) Plan-9$2,670,003$242,015$26,891iApproximate average salary by contribution assumption: employee only about $672,264 at 4% or $448,176 at 6%; with 50% employer match about $448,176 at 4% or $298,784 at 6%; with 100% employer match about $336,132 at 4% or $224,088 at 6%.
Financial Advisors Resources Soca Benefit Plan-6$22,397$77,136$12,856iApproximate average salary by contribution assumption: employee only about $321,400 at 4% or $214,267 at 6%; with 50% employer match about $214,267 at 4% or $142,844 at 6%; with 100% employer match about $160,700 at 4% or $107,133 at 6%.
202129$2,757,134$301,737$33,526iApproximate average salary by contribution assumption: employee only about $838,158 at 4% or $558,772 at 6%; with 50% employer match about $558,772 at 4% or $372,515 at 6%; with 100% employer match about $419,079 at 4% or $279,386 at 6%.
Financial Advisors Resources LLC Safe Harbor 401(K) Plan-9$2,740,823$227,454$25,273iApproximate average salary by contribution assumption: employee only about $631,817 at 4% or $421,211 at 6%; with 50% employer match about $421,211 at 4% or $280,807 at 6%; with 100% employer match about $315,908 at 4% or $210,606 at 6%.
Financial Advisors Resources Soca Benefit Plan-5$16,311$74,283$14,857iApproximate average salary by contribution assumption: employee only about $371,415 at 4% or $247,610 at 6%; with 50% employer match about $247,610 at 4% or $165,073 at 6%; with 100% employer match about $185,708 at 4% or $123,805 at 6%.
2020211$2,686,953$308,460$28,042iApproximate average salary by contribution assumption: employee only about $701,045 at 4% or $467,364 at 6%; with 50% employer match about $467,364 at 4% or $311,576 at 6%; with 100% employer match about $350,523 at 4% or $233,682 at 6%.
Financial Advisors Resources LLC Safe Harbor 401(K) Plan-11$2,674,415$236,790$21,526iApproximate average salary by contribution assumption: employee only about $538,159 at 4% or $358,773 at 6%; with 50% employer match about $358,773 at 4% or $239,182 at 6%; with 100% employer match about $269,080 at 4% or $179,386 at 6%.
Financial Advisors Resources Soca Benefit Plan-5$12,538$71,670$14,334iApproximate average salary by contribution assumption: employee only about $358,350 at 4% or $238,900 at 6%; with 50% employer match about $238,900 at 4% or $159,267 at 6%; with 100% employer match about $179,175 at 4% or $119,450 at 6%.
201929$2,866,890$286,990$31,888iApproximate average salary by contribution assumption: employee only about $797,194 at 4% or $531,463 at 6%; with 50% employer match about $531,463 at 4% or $354,309 at 6%; with 100% employer match about $398,597 at 4% or $265,731 at 6%.
Financial Advisors Resources LLC Safe Harbor 401(K) Plan-9$2,856,545$213,799$23,755iApproximate average salary by contribution assumption: employee only about $593,886 at 4% or $395,924 at 6%; with 50% employer match about $395,924 at 4% or $263,949 at 6%; with 100% employer match about $296,943 at 4% or $197,962 at 6%.
Financial Advisors Resources Soca Benefit Plan-6$10,345$73,191$12,199iApproximate average salary by contribution assumption: employee only about $304,963 at 4% or $203,308 at 6%; with 50% employer match about $203,308 at 4% or $135,539 at 6%; with 100% employer match about $152,481 at 4% or $101,654 at 6%.
2018215$2,189,702$224,961$14,997iApproximate average salary by contribution assumption: employee only about $374,935 at 4% or $249,957 at 6%; with 50% employer match about $249,957 at 4% or $166,638 at 6%; with 100% employer match about $187,468 at 4% or $124,978 at 6%.
Financial Advisors Resources LLC Safe Harbor 401(K) Plan-10$2,185,959$198,481$19,848iApproximate average salary by contribution assumption: employee only about $496,202 at 4% or $330,802 at 6%; with 50% employer match about $330,802 at 4% or $220,534 at 6%; with 100% employer match about $248,101 at 4% or $165,401 at 6%.
Financial Advisors Resources Soca Benefit Plan-15$3,743$26,480$1,765iApproximate average salary by contribution assumption: employee only about $44,133 at 4% or $29,422 at 6%; with 50% employer match about $29,422 at 4% or $19,615 at 6%; with 100% employer match about $22,067 at 4% or $14,711 at 6%.
2017113$2,163,873$209,421$16,109iApproximate average salary by contribution assumption: employee only about $402,733 at 4% or $268,488 at 6%; with 50% employer match about $268,488 at 4% or $178,992 at 6%; with 100% employer match about $201,366 at 4% or $134,244 at 6%.
Financial Advisors Resources LLC Safe Harbor 401(K) Plan-13$2,163,873$209,421$16,109iApproximate average salary by contribution assumption: employee only about $402,733 at 4% or $268,488 at 6%; with 50% employer match about $268,488 at 4% or $178,992 at 6%; with 100% employer match about $201,366 at 4% or $134,244 at 6%.
2016114$1,691,742$180,178$12,870iApproximate average salary by contribution assumption: employee only about $321,746 at 4% or $214,498 at 6%; with 50% employer match about $214,498 at 4% or $142,998 at 6%; with 100% employer match about $160,873 at 4% or $107,249 at 6%.
Financial Advisors Resources LLC Safe Harbor 401(K) Plan-14$1,691,742$180,178$12,870iApproximate average salary by contribution assumption: employee only about $321,746 at 4% or $214,498 at 6%; with 50% employer match about $214,498 at 4% or $142,998 at 6%; with 100% employer match about $160,873 at 4% or $107,249 at 6%.
2015114$1,393,357$167,703$11,979iApproximate average salary by contribution assumption: employee only about $299,470 at 4% or $199,646 at 6%; with 50% employer match about $199,646 at 4% or $133,098 at 6%; with 100% employer match about $149,735 at 4% or $99,823 at 6%.
Financial Advisors Resources LLC Safe Harbor 401(K) Plan-14$1,393,357$167,703$11,979iApproximate average salary by contribution assumption: employee only about $299,470 at 4% or $199,646 at 6%; with 50% employer match about $199,646 at 4% or $133,098 at 6%; with 100% employer match about $149,735 at 4% or $99,823 at 6%.
2014117$1,517,983$162,687$9,570iApproximate average salary by contribution assumption: employee only about $239,246 at 4% or $159,497 at 6%; with 50% employer match about $159,497 at 4% or $106,331 at 6%; with 100% employer match about $119,623 at 4% or $79,749 at 6%.
Financial Advisors Resources LLC Safe Harbor 401(K) Plan-17$1,517,983$162,687$9,570iApproximate average salary by contribution assumption: employee only about $239,246 at 4% or $159,497 at 6%; with 50% employer match about $159,497 at 4% or $106,331 at 6%; with 100% employer match about $119,623 at 4% or $79,749 at 6%.
2013121$1,570,153$166,847$7,945iApproximate average salary by contribution assumption: employee only about $198,627 at 4% or $132,418 at 6%; with 50% employer match about $132,418 at 4% or $88,279 at 6%; with 100% employer match about $99,314 at 4% or $66,209 at 6%.
Financial Advisors Resources LLC Safe Harbor 401(K) Plan-21$1,570,153$166,847$7,945iApproximate average salary by contribution assumption: employee only about $198,627 at 4% or $132,418 at 6%; with 50% employer match about $132,418 at 4% or $88,279 at 6%; with 100% employer match about $99,314 at 4% or $66,209 at 6%.
2012123$1,216,934$154,562$6,720iApproximate average salary by contribution assumption: employee only about $168,002 at 4% or $112,001 at 6%; with 50% employer match about $112,001 at 4% or $74,668 at 6%; with 100% employer match about $84,001 at 4% or $56,001 at 6%.
Financial Advisors Resources LLC Safe Harbor 401(K) Plan-23$1,216,934$154,562$6,720iApproximate average salary by contribution assumption: employee only about $168,002 at 4% or $112,001 at 6%; with 50% employer match about $112,001 at 4% or $74,668 at 6%; with 100% employer match about $84,001 at 4% or $56,001 at 6%.
2011126$1,145,773$165,916$6,381iApproximate average salary by contribution assumption: employee only about $159,535 at 4% or $106,356 at 6%; with 50% employer match about $106,356 at 4% or $70,904 at 6%; with 100% employer match about $79,767 at 4% or $53,178 at 6%.
Financial Advisors Resources LLC Safe Harbor 401(K) Plan-26$1,145,773$165,916$6,381iApproximate average salary by contribution assumption: employee only about $159,535 at 4% or $106,356 at 6%; with 50% employer match about $106,356 at 4% or $70,904 at 6%; with 100% employer match about $79,767 at 4% or $53,178 at 6%.
2010124$1,137,955$184,305$7,679iApproximate average salary by contribution assumption: employee only about $191,984 at 4% or $127,990 at 6%; with 50% employer match about $127,990 at 4% or $85,326 at 6%; with 100% employer match about $95,992 at 4% or $63,995 at 6%.
Financial Advisors Resources LLC Safe Harbor 401(K) Plan-24$1,137,955$184,305$7,679iApproximate average salary by contribution assumption: employee only about $191,984 at 4% or $127,990 at 6%; with 50% employer match about $127,990 at 4% or $85,326 at 6%; with 100% employer match about $95,992 at 4% or $63,995 at 6%.
2009121$812,989$162,526$7,739iApproximate average salary by contribution assumption: employee only about $193,483 at 4% or $128,989 at 6%; with 50% employer match about $128,989 at 4% or $85,993 at 6%; with 100% employer match about $96,742 at 4% or $64,494 at 6%.
Financial Advisors Resources LLC Safe Harbor 401(K) Plan-21$812,989$162,526$7,739iApproximate average salary by contribution assumption: employee only about $193,483 at 4% or $128,989 at 6%; with 50% employer match about $128,989 at 4% or $85,993 at 6%; with 100% employer match about $96,742 at 4% or $64,494 at 6%.
2008118$481,821$149,915$8,329iApproximate average salary by contribution assumption: employee only about $208,215 at 4% or $138,810 at 6%; with 50% employer match about $138,810 at 4% or $92,540 at 6%; with 100% employer match about $104,108 at 4% or $69,405 at 6%.
Financial Advisors Resources LLC Safe Harbor 401(K) Plan-18$481,821$149,915$8,329iApproximate average salary by contribution assumption: employee only about $208,215 at 4% or $138,810 at 6%; with 50% employer match about $138,810 at 4% or $92,540 at 6%; with 100% employer match about $104,108 at 4% or $69,405 at 6%.
2007116$0$0-
Financial Advisors Resources LLC Safe Harbor 401(K) Plan-16---
2006112$479,497$87,744$7,312iApproximate average salary by contribution assumption: employee only about $182,800 at 4% or $121,867 at 6%; with 50% employer match about $121,867 at 4% or $81,244 at 6%; with 100% employer match about $91,400 at 4% or $60,933 at 6%.
Financial Advisors Resources LLC Safe Harbor 401(K) Plan-12$479,497$87,744$7,312iApproximate average salary by contribution assumption: employee only about $182,800 at 4% or $121,867 at 6%; with 50% employer match about $121,867 at 4% or $81,244 at 6%; with 100% employer match about $91,400 at 4% or $60,933 at 6%.
200510$0$0-
Financial Advisors Resources LLC Safe Harbor 401(K) Plan-0---
2004112$214,828$67,124$5,594iApproximate average salary by contribution assumption: employee only about $139,842 at 4% or $93,228 at 6%; with 50% employer match about $93,228 at 4% or $62,152 at 6%; with 100% employer match about $69,921 at 4% or $46,614 at 6%.
Financial Advisors Resources LLC Safe Harbor 401(K) Plan-12$214,828$67,124$5,594iApproximate average salary by contribution assumption: employee only about $139,842 at 4% or $93,228 at 6%; with 50% employer match about $93,228 at 4% or $62,152 at 6%; with 100% employer match about $69,921 at 4% or $46,614 at 6%.
2003113$124,932$57,541$4,426iApproximate average salary by contribution assumption: employee only about $110,656 at 4% or $73,771 at 6%; with 50% employer match about $73,771 at 4% or $49,180 at 6%; with 100% employer match about $55,328 at 4% or $36,885 at 6%.
Financial Advisors Resources LLC Safe Harbor 401(K) Plan-13$124,932$57,541$4,426iApproximate average salary by contribution assumption: employee only about $110,656 at 4% or $73,771 at 6%; with 50% employer match about $73,771 at 4% or $49,180 at 6%; with 100% employer match about $55,328 at 4% or $36,885 at 6%.
2002114$0$0-
Financial Advisors Resources LLC Safe Harbor 401(K) Plan-14---