KEVIN LINN FINANCIAL ADVISOR
Plan context: KEVIN LINN FINANCIAL ADVISOR 401(K) PROFIT SHARING PLAN & TRUST
EIN 33-2104112 • Davenport, IA • 1 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$21,234
2025 Contributions
$19,384
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 | 2 | $21,234 | $19,384 | $9,692iApproximate average salary by contribution assumption: employee only about $242,300 at 4% or $161,533 at 6%; with 50% employer match about $161,533 at 4% or $107,689 at 6%; with 100% employer match about $121,150 at 4% or $80,767 at 6%. |
| KEVIN LINN FINANCIAL ADVISOR 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $21,234 | $19,384 | $9,692iApproximate average salary by contribution assumption: employee only about $242,300 at 4% or $161,533 at 6%; with 50% employer match about $161,533 at 4% or $107,689 at 6%; with 100% employer match about $121,150 at 4% or $80,767 at 6%. |