Civic Intelligence

Deerfield Financial Advisors Inc.

Plan context: Deerfield Financial Advisors Inc. 401(K) Plan

EIN 35-1648416 • Indianapolis, IN • 33 filings • 5 plans

8440 Woodfield Crossing Blvd.Suite 360Indianapolis, IN 46240
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$5,777,643

2024 Contributions

$328,289

Historical Graphs

Total Assets Over Time

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

$5,777,643$2,888,822$0200120132024YearValue
$5,777,643Latest year 2024

Participants Over Time

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

31160200020122024YearValue
16Latest 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
2024116$5,777,643$328,289$20,518iApproximate average salary by contribution assumption: employee only about $512,952 at 4% or $341,968 at 6%; with 50% employer match about $341,968 at 4% or $227,978 at 6%; with 100% employer match about $256,476 at 4% or $170,984 at 6%.
Deerfield Financial Advisors Inc. 401(K) Plan-16$5,777,643$328,289$20,518iApproximate average salary by contribution assumption: employee only about $512,952 at 4% or $341,968 at 6%; with 50% employer match about $341,968 at 4% or $227,978 at 6%; with 100% employer match about $256,476 at 4% or $170,984 at 6%.
2023115$4,712,312$336,175$22,412iApproximate average salary by contribution assumption: employee only about $560,292 at 4% or $373,528 at 6%; with 50% employer match about $373,528 at 4% or $249,019 at 6%; with 100% employer match about $280,146 at 4% or $186,764 at 6%.
Deerfield Financial Advisors Inc. 401(K) Plan-15$4,712,312$336,175$22,412iApproximate average salary by contribution assumption: employee only about $560,292 at 4% or $373,528 at 6%; with 50% employer match about $373,528 at 4% or $249,019 at 6%; with 100% employer match about $280,146 at 4% or $186,764 at 6%.
2022116$3,706,389$256,506$16,032iApproximate average salary by contribution assumption: employee only about $400,791 at 4% or $267,194 at 6%; with 50% employer match about $267,194 at 4% or $178,129 at 6%; with 100% employer match about $200,395 at 4% or $133,597 at 6%.
Deerfield Financial Advisors Inc. 401(K) Plan-16$3,706,389$256,506$16,032iApproximate average salary by contribution assumption: employee only about $400,791 at 4% or $267,194 at 6%; with 50% employer match about $267,194 at 4% or $178,129 at 6%; with 100% employer match about $200,395 at 4% or $133,597 at 6%.
2021116$3,964,783$252,707$15,794iApproximate average salary by contribution assumption: employee only about $394,855 at 4% or $263,236 at 6%; with 50% employer match about $263,236 at 4% or $175,491 at 6%; with 100% employer match about $197,427 at 4% or $131,618 at 6%.
Deerfield Financial Advisors Inc. 401(K) Plan-16$3,964,783$252,707$15,794iApproximate average salary by contribution assumption: employee only about $394,855 at 4% or $263,236 at 6%; with 50% employer match about $263,236 at 4% or $175,491 at 6%; with 100% employer match about $197,427 at 4% or $131,618 at 6%.
2020119$3,106,253$211,525$11,133iApproximate average salary by contribution assumption: employee only about $278,322 at 4% or $185,548 at 6%; with 50% employer match about $185,548 at 4% or $123,699 at 6%; with 100% employer match about $139,161 at 4% or $92,774 at 6%.
Deerfield Financial Advisors Inc. 401(K) Plan-19$3,106,253$211,525$11,133iApproximate average salary by contribution assumption: employee only about $278,322 at 4% or $185,548 at 6%; with 50% employer match about $185,548 at 4% or $123,699 at 6%; with 100% employer match about $139,161 at 4% or $92,774 at 6%.
2019128$3,270,814$261,947$9,355iApproximate average salary by contribution assumption: employee only about $233,881 at 4% or $155,921 at 6%; with 50% employer match about $155,921 at 4% or $103,947 at 6%; with 100% employer match about $116,941 at 4% or $77,960 at 6%.
Deerfield Financial Advisors Inc. 401(K) Plan-28$3,270,814$261,947$9,355iApproximate average salary by contribution assumption: employee only about $233,881 at 4% or $155,921 at 6%; with 50% employer match about $155,921 at 4% or $103,947 at 6%; with 100% employer match about $116,941 at 4% or $77,960 at 6%.
2018131$3,358,204$195,570$6,309iApproximate average salary by contribution assumption: employee only about $157,718 at 4% or $105,145 at 6%; with 50% employer match about $105,145 at 4% or $70,097 at 6%; with 100% employer match about $78,859 at 4% or $52,573 at 6%.
Deerfield Financial Advisors Inc. 401(K) Plan-31$3,358,204$195,570$6,309iApproximate average salary by contribution assumption: employee only about $157,718 at 4% or $105,145 at 6%; with 50% employer match about $105,145 at 4% or $70,097 at 6%; with 100% employer match about $78,859 at 4% or $52,573 at 6%.
2017128$3,573,774$197,740$7,062iApproximate average salary by contribution assumption: employee only about $176,554 at 4% or $117,702 at 6%; with 50% employer match about $117,702 at 4% or $78,468 at 6%; with 100% employer match about $88,277 at 4% or $58,851 at 6%.
Deerfield Financial Advisors Inc. 401(K) Plan-28$3,573,774$197,740$7,062iApproximate average salary by contribution assumption: employee only about $176,554 at 4% or $117,702 at 6%; with 50% employer match about $117,702 at 4% or $78,468 at 6%; with 100% employer match about $88,277 at 4% or $58,851 at 6%.
2016127$3,008,266$163,344$6,050iApproximate average salary by contribution assumption: employee only about $151,244 at 4% or $100,830 at 6%; with 50% employer match about $100,830 at 4% or $67,220 at 6%; with 100% employer match about $75,622 at 4% or $50,415 at 6%.
Deerfield Financial Advisors Inc. 401(K) Plan-27$3,008,266$163,344$6,050iApproximate average salary by contribution assumption: employee only about $151,244 at 4% or $100,830 at 6%; with 50% employer match about $100,830 at 4% or $67,220 at 6%; with 100% employer match about $75,622 at 4% or $50,415 at 6%.
2015124$2,569,687$176,332$7,347iApproximate average salary by contribution assumption: employee only about $183,679 at 4% or $122,453 at 6%; with 50% employer match about $122,453 at 4% or $81,635 at 6%; with 100% employer match about $91,840 at 4% or $61,226 at 6%.
Deerfield Financial Advisors Inc. 401(K) Plan-24$2,569,687$176,332$7,347iApproximate average salary by contribution assumption: employee only about $183,679 at 4% or $122,453 at 6%; with 50% employer match about $122,453 at 4% or $81,635 at 6%; with 100% employer match about $91,840 at 4% or $61,226 at 6%.
2014122$2,538,541$146,571$6,662iApproximate average salary by contribution assumption: employee only about $166,558 at 4% or $111,039 at 6%; with 50% employer match about $111,039 at 4% or $74,026 at 6%; with 100% employer match about $83,279 at 4% or $55,519 at 6%.
Deerfield Financial Advisors Inc. 401(K) Plan-22$2,538,541$146,571$6,662iApproximate average salary by contribution assumption: employee only about $166,558 at 4% or $111,039 at 6%; with 50% employer match about $111,039 at 4% or $74,026 at 6%; with 100% employer match about $83,279 at 4% or $55,519 at 6%.
2013123$2,412,212$162,431$7,062iApproximate average salary by contribution assumption: employee only about $176,555 at 4% or $117,704 at 6%; with 50% employer match about $117,704 at 4% or $78,469 at 6%; with 100% employer match about $88,278 at 4% or $58,852 at 6%.
Deerfield Financial Advisors Inc. 401(K) Plan-23$2,412,212$162,431$7,062iApproximate average salary by contribution assumption: employee only about $176,555 at 4% or $117,704 at 6%; with 50% employer match about $117,704 at 4% or $78,469 at 6%; with 100% employer match about $88,278 at 4% or $58,852 at 6%.
2012121$2,030,178$133,666$6,365iApproximate average salary by contribution assumption: employee only about $159,126 at 4% or $106,084 at 6%; with 50% employer match about $106,084 at 4% or $70,723 at 6%; with 100% employer match about $79,563 at 4% or $53,042 at 6%.
Deerfield Financial Advisors Inc. 401(K) Plan-21$2,030,178$133,666$6,365iApproximate average salary by contribution assumption: employee only about $159,126 at 4% or $106,084 at 6%; with 50% employer match about $106,084 at 4% or $70,723 at 6%; with 100% employer match about $79,563 at 4% or $53,042 at 6%.
2011218$1,707,362$158,390$8,799iApproximate average salary by contribution assumption: employee only about $219,986 at 4% or $146,657 at 6%; with 50% employer match about $146,657 at 4% or $97,772 at 6%; with 100% employer match about $109,993 at 4% or $73,329 at 6%.
Deerfield Financial Advisors Inc. 401(K) Plan-18$1,707,362$158,390$8,799iApproximate average salary by contribution assumption: employee only about $219,986 at 4% or $146,657 at 6%; with 50% employer match about $146,657 at 4% or $97,772 at 6%; with 100% employer match about $109,993 at 4% or $73,329 at 6%.
DEERFIELD FINANCIAL ADVISORS, INC. DEFINED BENEFIT PLAN-0$0$0-
2010217$1,919,429$128,155$7,539iApproximate average salary by contribution assumption: employee only about $188,463 at 4% or $125,642 at 6%; with 50% employer match about $125,642 at 4% or $83,761 at 6%; with 100% employer match about $94,232 at 4% or $62,821 at 6%.
Deerfield Financial Advisors Inc. 401(K) Plan-17$1,625,292$128,155$7,539iApproximate average salary by contribution assumption: employee only about $188,463 at 4% or $125,642 at 6%; with 50% employer match about $125,642 at 4% or $83,761 at 6%; with 100% employer match about $94,232 at 4% or $62,821 at 6%.
DEERFIELD FINANCIAL ADVISORS, INC. DEFINED BENEFIT PLAN-7$294,137$0-
2009214$1,528,052$236,158$16,868iApproximate average salary by contribution assumption: employee only about $421,711 at 4% or $281,140 at 6%; with 50% employer match about $281,140 at 4% or $187,427 at 6%; with 100% employer match about $210,855 at 4% or $140,570 at 6%.
Deerfield Financial Advisors Inc. 401(K) Plan-14$1,245,870$176,158$12,583iApproximate average salary by contribution assumption: employee only about $314,568 at 4% or $209,712 at 6%; with 50% employer match about $209,712 at 4% or $139,808 at 6%; with 100% employer match about $157,284 at 4% or $104,856 at 6%.
DEERFIELD FINANCIAL ADVISORS, INC. DEFINED BENEFIT PLAN-7$282,182$60,000$8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%.
2008211$988,893$321,407$29,219iApproximate average salary by contribution assumption: employee only about $730,470 at 4% or $486,980 at 6%; with 50% employer match about $486,980 at 4% or $324,654 at 6%; with 100% employer match about $365,235 at 4% or $243,490 at 6%.
Deerfield Financial Advisors Inc. 401(K) Plan-11$817,143$272,971$24,816iApproximate average salary by contribution assumption: employee only about $620,389 at 4% or $413,592 at 6%; with 50% employer match about $413,592 at 4% or $275,728 at 6%; with 100% employer match about $310,194 at 4% or $206,796 at 6%.
DEERFIELD FINANCIAL ADVISORS, INC. DEFINED BENEFIT PLAN-8$171,750$48,436$6,055iApproximate average salary by contribution assumption: employee only about $151,363 at 4% or $100,908 at 6%; with 50% employer match about $100,908 at 4% or $67,272 at 6%; with 100% employer match about $75,681 at 4% or $50,454 at 6%.
200728$0$0-
DEERFIELD FINANCIAL ADVISORS, INC. DEFINED BENEFIT PLAN-4---
Deerfield Financial Advisors Inc. 401(K) Plan-8---
200626$1,126,660$204,097$34,016iApproximate average salary by contribution assumption: employee only about $850,404 at 4% or $566,936 at 6%; with 50% employer match about $566,936 at 4% or $377,957 at 6%; with 100% employer match about $425,202 at 4% or $283,468 at 6%.
Deerfield Financial Advisors Inc. 401(K) Plan-6$981,734$169,854$28,309iApproximate average salary by contribution assumption: employee only about $707,725 at 4% or $471,817 at 6%; with 50% employer match about $471,817 at 4% or $314,544 at 6%; with 100% employer match about $353,863 at 4% or $235,908 at 6%.
DEERFIELD FINANCIAL ADVISORS, INC. DEFINED BENEFIT PLAN-3$144,926$34,243$11,414iApproximate average salary by contribution assumption: employee only about $285,358 at 4% or $190,239 at 6%; with 50% employer match about $190,239 at 4% or $126,826 at 6%; with 100% employer match about $142,679 at 4% or $95,119 at 6%.
200527$762,956$177,866$25,409iApproximate average salary by contribution assumption: employee only about $635,236 at 4% or $423,490 at 6%; with 50% employer match about $423,490 at 4% or $282,327 at 6%; with 100% employer match about $317,618 at 4% or $211,745 at 6%.
Deerfield Financial Advisors Inc. 401(K) Plan-7$671,008$134,854$19,265iApproximate average salary by contribution assumption: employee only about $481,621 at 4% or $321,081 at 6%; with 50% employer match about $321,081 at 4% or $214,054 at 6%; with 100% employer match about $240,811 at 4% or $160,540 at 6%.
DEERFIELD FINANCIAL ADVISORS, INC. DEFINED BENEFIT PLAN-4$91,948$43,012$10,753iApproximate average salary by contribution assumption: employee only about $268,825 at 4% or $179,217 at 6%; with 50% employer match about $179,217 at 4% or $119,478 at 6%; with 100% employer match about $134,413 at 4% or $89,608 at 6%.
200427$528,594$167,877$23,982iApproximate average salary by contribution assumption: employee only about $599,561 at 4% or $399,707 at 6%; with 50% employer match about $399,707 at 4% or $266,471 at 6%; with 100% employer match about $299,780 at 4% or $199,854 at 6%.
Deerfield Financial Advisors Inc. 401(K) Plan-7$485,237$124,520$17,789iApproximate average salary by contribution assumption: employee only about $444,714 at 4% or $296,476 at 6%; with 50% employer match about $296,476 at 4% or $197,651 at 6%; with 100% employer match about $222,357 at 4% or $148,238 at 6%.
DEERFIELD FINANCIAL ADVISORS, INC. DEFINED BENEFIT PLAN-4$43,357$43,357$10,839iApproximate average salary by contribution assumption: employee only about $270,981 at 4% or $180,654 at 6%; with 50% employer match about $180,654 at 4% or $120,436 at 6%; with 100% employer match about $135,491 at 4% or $90,327 at 6%.
200315$304,300$75,947$15,189iApproximate average salary by contribution assumption: employee only about $379,735 at 4% or $253,157 at 6%; with 50% employer match about $253,157 at 4% or $168,771 at 6%; with 100% employer match about $189,868 at 4% or $126,578 at 6%.
Deerfield Financial Advisors Inc. 401(K) Plan-5$304,300$75,947$15,189iApproximate average salary by contribution assumption: employee only about $379,735 at 4% or $253,157 at 6%; with 50% employer match about $253,157 at 4% or $168,771 at 6%; with 100% employer match about $189,868 at 4% or $126,578 at 6%.
200216$161,880$64,596$10,766iApproximate average salary by contribution assumption: employee only about $269,150 at 4% or $179,433 at 6%; with 50% employer match about $179,433 at 4% or $119,622 at 6%; with 100% employer match about $134,575 at 4% or $89,717 at 6%.
Deerfield Financial Advisors Inc. 401(K) Plan-6$161,880$64,596$10,766iApproximate average salary by contribution assumption: employee only about $269,150 at 4% or $179,433 at 6%; with 50% employer match about $179,433 at 4% or $119,622 at 6%; with 100% employer match about $134,575 at 4% or $89,717 at 6%.
200114$116,091$62,234$15,559iApproximate average salary by contribution assumption: employee only about $388,963 at 4% or $259,308 at 6%; with 50% employer match about $259,308 at 4% or $172,872 at 6%; with 100% employer match about $194,481 at 4% or $129,654 at 6%.
Deerfield Financial Advisors Inc. 401(K) Plan-4$116,091$62,234$15,559iApproximate average salary by contribution assumption: employee only about $388,963 at 4% or $259,308 at 6%; with 50% employer match about $259,308 at 4% or $172,872 at 6%; with 100% employer match about $194,481 at 4% or $129,654 at 6%.
200015$0$0-
Deerfield Financial Advisors Inc. 401(K) Plan-5---