Civic Intelligence

Reilly Financial Services Inc

Plan context: Reilly Financial Advisors LLC

EIN 33-0775174 • LA Mesa, CA • 22 filings • 6 plans

7777 Alvarado RoadSuite 116LA Mesa, CA 91942
Current Snapshot

Latest Year

2022

2022 Participants

56

2022 Assets

$7,800,680

2022 Contributions

$35,434

Historical Graphs

Total Assets Over Time

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

$7,800,680$3,900,340$0200020122021YearValue
$7,800,680Latest year 2021

Participants Over Time

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

56280200020112021YearValue
56Latest year 2021

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
202210$0$35,434-
Reilly Financial Advisors LLC-0$0$35,434-
2021156$7,800,680$862,408$15,400iApproximate average salary by contribution assumption: employee only about $385,004 at 4% or $256,669 at 6%; with 50% employer match about $256,669 at 4% or $171,113 at 6%; with 100% employer match about $192,502 at 4% or $128,335 at 6%.
Reilly Financial Advisors LLC-56$7,800,680$862,408$15,400iApproximate average salary by contribution assumption: employee only about $385,004 at 4% or $256,669 at 6%; with 50% employer match about $256,669 at 4% or $171,113 at 6%; with 100% employer match about $192,502 at 4% or $128,335 at 6%.
2020153$6,736,197$684,231$12,910iApproximate average salary by contribution assumption: employee only about $322,750 at 4% or $215,167 at 6%; with 50% employer match about $215,167 at 4% or $143,445 at 6%; with 100% employer match about $161,375 at 4% or $107,583 at 6%.
Reilly Financial Advisors LLC-53$6,736,197$684,231$12,910iApproximate average salary by contribution assumption: employee only about $322,750 at 4% or $215,167 at 6%; with 50% employer match about $215,167 at 4% or $143,445 at 6%; with 100% employer match about $161,375 at 4% or $107,583 at 6%.
2019153$5,434,159$656,224$12,382iApproximate average salary by contribution assumption: employee only about $309,540 at 4% or $206,360 at 6%; with 50% employer match about $206,360 at 4% or $137,573 at 6%; with 100% employer match about $154,770 at 4% or $103,180 at 6%.
Reilly Financial Advisors LLC-53$5,434,159$656,224$12,382iApproximate average salary by contribution assumption: employee only about $309,540 at 4% or $206,360 at 6%; with 50% employer match about $206,360 at 4% or $137,573 at 6%; with 100% employer match about $154,770 at 4% or $103,180 at 6%.
2018142$4,066,727$579,402$13,795iApproximate average salary by contribution assumption: employee only about $344,882 at 4% or $229,921 at 6%; with 50% employer match about $229,921 at 4% or $153,281 at 6%; with 100% employer match about $172,441 at 4% or $114,961 at 6%.
Reilly Financial Advisors LLC-42$4,066,727$579,402$13,795iApproximate average salary by contribution assumption: employee only about $344,882 at 4% or $229,921 at 6%; with 50% employer match about $229,921 at 4% or $153,281 at 6%; with 100% employer match about $172,441 at 4% or $114,961 at 6%.
2017143$4,020,300$545,281$12,681iApproximate average salary by contribution assumption: employee only about $317,024 at 4% or $211,349 at 6%; with 50% employer match about $211,349 at 4% or $140,899 at 6%; with 100% employer match about $158,512 at 4% or $105,675 at 6%.
Reilly Financial Advisors LLC-43$4,020,300$545,281$12,681iApproximate average salary by contribution assumption: employee only about $317,024 at 4% or $211,349 at 6%; with 50% employer match about $211,349 at 4% or $140,899 at 6%; with 100% employer match about $158,512 at 4% or $105,675 at 6%.
2016139$2,992,236$714,451$18,319iApproximate average salary by contribution assumption: employee only about $457,981 at 4% or $305,321 at 6%; with 50% employer match about $305,321 at 4% or $203,547 at 6%; with 100% employer match about $228,991 at 4% or $152,660 at 6%.
Reilly Financial Advisors LLC-39$2,992,236$714,451$18,319iApproximate average salary by contribution assumption: employee only about $457,981 at 4% or $305,321 at 6%; with 50% employer match about $305,321 at 4% or $203,547 at 6%; with 100% employer match about $228,991 at 4% or $152,660 at 6%.
2015134$2,054,100$414,269$12,184iApproximate average salary by contribution assumption: employee only about $304,610 at 4% or $203,073 at 6%; with 50% employer match about $203,073 at 4% or $135,382 at 6%; with 100% employer match about $152,305 at 4% or $101,537 at 6%.
Reilly Financial Advisors LLC-34$2,054,100$414,269$12,184iApproximate average salary by contribution assumption: employee only about $304,610 at 4% or $203,073 at 6%; with 50% employer match about $203,073 at 4% or $135,382 at 6%; with 100% employer match about $152,305 at 4% or $101,537 at 6%.
2014129$1,780,003$343,244$11,836iApproximate average salary by contribution assumption: employee only about $295,900 at 4% or $197,267 at 6%; with 50% employer match about $197,267 at 4% or $131,511 at 6%; with 100% employer match about $147,950 at 4% or $98,633 at 6%.
Reilly Financial Advisors LLC-29$1,780,003$343,244$11,836iApproximate average salary by contribution assumption: employee only about $295,900 at 4% or $197,267 at 6%; with 50% employer match about $197,267 at 4% or $131,511 at 6%; with 100% employer match about $147,950 at 4% or $98,633 at 6%.
2013126$1,754,685$315,294$12,127iApproximate average salary by contribution assumption: employee only about $303,167 at 4% or $202,112 at 6%; with 50% employer match about $202,112 at 4% or $134,741 at 6%; with 100% employer match about $151,584 at 4% or $101,056 at 6%.
Reilly Financial Advisors LLC-26$1,754,685$315,294$12,127iApproximate average salary by contribution assumption: employee only about $303,167 at 4% or $202,112 at 6%; with 50% employer match about $202,112 at 4% or $134,741 at 6%; with 100% employer match about $151,584 at 4% or $101,056 at 6%.
2012121$1,103,132$176,181$8,390iApproximate average salary by contribution assumption: employee only about $209,739 at 4% or $139,826 at 6%; with 50% employer match about $139,826 at 4% or $93,217 at 6%; with 100% employer match about $104,870 at 4% or $69,913 at 6%.
Reilly Financial Advisors LLC-21$1,103,132$176,181$8,390iApproximate average salary by contribution assumption: employee only about $209,739 at 4% or $139,826 at 6%; with 50% employer match about $139,826 at 4% or $93,217 at 6%; with 100% employer match about $104,870 at 4% or $69,913 at 6%.
2011119$788,785$133,182$7,010iApproximate average salary by contribution assumption: employee only about $175,239 at 4% or $116,826 at 6%; with 50% employer match about $116,826 at 4% or $77,884 at 6%; with 100% employer match about $87,620 at 4% or $58,413 at 6%.
Reilly Financial Advisors LLC-19$788,785$133,182$7,010iApproximate average salary by contribution assumption: employee only about $175,239 at 4% or $116,826 at 6%; with 50% employer match about $116,826 at 4% or $77,884 at 6%; with 100% employer match about $87,620 at 4% or $58,413 at 6%.
2010115$716,653$94,764$6,318iApproximate average salary by contribution assumption: employee only about $157,940 at 4% or $105,293 at 6%; with 50% employer match about $105,293 at 4% or $70,196 at 6%; with 100% employer match about $78,970 at 4% or $52,647 at 6%.
Reilly Financial Advisors LLC-15$716,653$94,764$6,318iApproximate average salary by contribution assumption: employee only about $157,940 at 4% or $105,293 at 6%; with 50% employer match about $105,293 at 4% or $70,196 at 6%; with 100% employer match about $78,970 at 4% or $52,647 at 6%.
2009114$513,899$35,756$2,554iApproximate average salary by contribution assumption: employee only about $63,850 at 4% or $42,567 at 6%; with 50% employer match about $42,567 at 4% or $28,378 at 6%; with 100% employer match about $31,925 at 4% or $21,283 at 6%.
Reilly Financial Advisors LLC-14$513,899$35,756$2,554iApproximate average salary by contribution assumption: employee only about $63,850 at 4% or $42,567 at 6%; with 50% employer match about $42,567 at 4% or $28,378 at 6%; with 100% employer match about $31,925 at 4% or $21,283 at 6%.
2007114$463,590$85,183$6,085iApproximate average salary by contribution assumption: employee only about $152,113 at 4% or $101,408 at 6%; with 50% employer match about $101,408 at 4% or $67,606 at 6%; with 100% employer match about $76,056 at 4% or $50,704 at 6%.
Reilly Financial Advisors LLC-14$463,590$85,183$6,085iApproximate average salary by contribution assumption: employee only about $152,113 at 4% or $101,408 at 6%; with 50% employer match about $101,408 at 4% or $67,606 at 6%; with 100% employer match about $76,056 at 4% or $50,704 at 6%.
2006111$357,689$88,246$8,022iApproximate average salary by contribution assumption: employee only about $200,559 at 4% or $133,706 at 6%; with 50% employer match about $133,706 at 4% or $89,137 at 6%; with 100% employer match about $100,280 at 4% or $66,853 at 6%.
Reilly Financial Advisors LLC-11$357,689$88,246$8,022iApproximate average salary by contribution assumption: employee only about $200,559 at 4% or $133,706 at 6%; with 50% employer match about $133,706 at 4% or $89,137 at 6%; with 100% employer match about $100,280 at 4% or $66,853 at 6%.
2005112$265,928$51,066$4,256iApproximate average salary by contribution assumption: employee only about $106,388 at 4% or $70,925 at 6%; with 50% employer match about $70,925 at 4% or $47,283 at 6%; with 100% employer match about $53,194 at 4% or $35,463 at 6%.
Reilly Financial Advisors 401K Profit Sharing Plan-12$265,928$51,066$4,256iApproximate average salary by contribution assumption: employee only about $106,388 at 4% or $70,925 at 6%; with 50% employer match about $70,925 at 4% or $47,283 at 6%; with 100% employer match about $53,194 at 4% or $35,463 at 6%.
2004114$196,746$41,117$2,937iApproximate average salary by contribution assumption: employee only about $73,423 at 4% or $48,949 at 6%; with 50% employer match about $48,949 at 4% or $32,633 at 6%; with 100% employer match about $36,712 at 4% or $24,474 at 6%.
Reilly Financial Advisors 401K Profit Sharing Plan-14$196,746$41,117$2,937iApproximate average salary by contribution assumption: employee only about $73,423 at 4% or $48,949 at 6%; with 50% employer match about $48,949 at 4% or $32,633 at 6%; with 100% employer match about $36,712 at 4% or $24,474 at 6%.
2003112$134,053$4,898$408iApproximate average salary by contribution assumption: employee only about $10,204 at 4% or $6,803 at 6%; with 50% employer match about $6,803 at 4% or $4,535 at 6%; with 100% employer match about $5,102 at 4% or $3,401 at 6%.
Reilly Financial Advisors 401K Profit Sharing Plan-12$134,053$4,898$408iApproximate average salary by contribution assumption: employee only about $10,204 at 4% or $6,803 at 6%; with 50% employer match about $6,803 at 4% or $4,535 at 6%; with 100% employer match about $5,102 at 4% or $3,401 at 6%.
2002114$103,631$19,472$1,391iApproximate average salary by contribution assumption: employee only about $34,771 at 4% or $23,181 at 6%; with 50% employer match about $23,181 at 4% or $15,454 at 6%; with 100% employer match about $17,386 at 4% or $11,590 at 6%.
Reilly Financial Advisors 401K Profit Sharing Plan-14$103,631$19,472$1,391iApproximate average salary by contribution assumption: employee only about $34,771 at 4% or $23,181 at 6%; with 50% employer match about $23,181 at 4% or $15,454 at 6%; with 100% employer match about $17,386 at 4% or $11,590 at 6%.
2001112$0$0-
Reilly Financial Advisors 401K Profit Sharing Plan-12---
2000112$24,764$23,145$1,929iApproximate average salary by contribution assumption: employee only about $48,219 at 4% or $32,146 at 6%; with 50% employer match about $32,146 at 4% or $21,431 at 6%; with 100% employer match about $24,109 at 4% or $16,073 at 6%.
Reilly Financial Advisors LLC-12$24,764$23,145$1,929iApproximate average salary by contribution assumption: employee only about $48,219 at 4% or $32,146 at 6%; with 50% employer match about $32,146 at 4% or $21,431 at 6%; with 100% employer match about $24,109 at 4% or $16,073 at 6%.