Civic Intelligence

Finn & Conway Inc.

Plan context: 401K Profit Sharing Plan and Trust

EIN 36-2338571 • 26 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$4,432,751

2024 Contributions

$110,279

Historical Graphs

Total Assets Over Time

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

$6,310,446$3,155,223$0199920142024YearValue
$4,432,751Latest year 2024

Participants Over Time

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

1890199920122024YearValue
12Latest 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
2024112$4,432,751$110,279$9,190iApproximate average salary by contribution assumption: employee only about $229,748 at 4% or $153,165 at 6%; with 50% employer match about $153,165 at 4% or $102,110 at 6%; with 100% employer match about $114,874 at 4% or $76,583 at 6%.
401K Profit Sharing Plan and Trust-12$4,432,751$110,279$9,190iApproximate average salary by contribution assumption: employee only about $229,748 at 4% or $153,165 at 6%; with 50% employer match about $153,165 at 4% or $102,110 at 6%; with 100% employer match about $114,874 at 4% or $76,583 at 6%.
2023113$5,436,377$82,210$6,324iApproximate average salary by contribution assumption: employee only about $158,096 at 4% or $105,397 at 6%; with 50% employer match about $105,397 at 4% or $70,265 at 6%; with 100% employer match about $79,048 at 4% or $52,699 at 6%.
401K Profit Sharing Plan and Trust-13$5,436,377$82,210$6,324iApproximate average salary by contribution assumption: employee only about $158,096 at 4% or $105,397 at 6%; with 50% employer match about $105,397 at 4% or $70,265 at 6%; with 100% employer match about $79,048 at 4% or $52,699 at 6%.
202219$5,119,203$94,603$10,511iApproximate average salary by contribution assumption: employee only about $262,786 at 4% or $175,191 at 6%; with 50% employer match about $175,191 at 4% or $116,794 at 6%; with 100% employer match about $131,393 at 4% or $87,595 at 6%.
401K Profit Sharing Plan and Trust-9$5,119,203$94,603$10,511iApproximate average salary by contribution assumption: employee only about $262,786 at 4% or $175,191 at 6%; with 50% employer match about $175,191 at 4% or $116,794 at 6%; with 100% employer match about $131,393 at 4% or $87,595 at 6%.
2021110$5,790,284$110,008$11,001iApproximate average salary by contribution assumption: employee only about $275,020 at 4% or $183,347 at 6%; with 50% employer match about $183,347 at 4% or $122,231 at 6%; with 100% employer match about $137,510 at 4% or $91,673 at 6%.
401K Profit Sharing Plan and Trust-10$5,790,284$110,008$11,001iApproximate average salary by contribution assumption: employee only about $275,020 at 4% or $183,347 at 6%; with 50% employer match about $183,347 at 4% or $122,231 at 6%; with 100% employer match about $137,510 at 4% or $91,673 at 6%.
202019$6,310,446$81,473$9,053iApproximate average salary by contribution assumption: employee only about $226,314 at 4% or $150,876 at 6%; with 50% employer match about $150,876 at 4% or $100,584 at 6%; with 100% employer match about $113,157 at 4% or $75,438 at 6%.
401K Profit Sharing Plan and Trust-9$6,310,446$81,473$9,053iApproximate average salary by contribution assumption: employee only about $226,314 at 4% or $150,876 at 6%; with 50% employer match about $150,876 at 4% or $100,584 at 6%; with 100% employer match about $113,157 at 4% or $75,438 at 6%.
201919$5,295,325$58,018$6,446iApproximate average salary by contribution assumption: employee only about $161,161 at 4% or $107,441 at 6%; with 50% employer match about $107,441 at 4% or $71,627 at 6%; with 100% employer match about $80,581 at 4% or $53,720 at 6%.
401K Profit Sharing Plan and Trust-9$5,295,325$58,018$6,446iApproximate average salary by contribution assumption: employee only about $161,161 at 4% or $107,441 at 6%; with 50% employer match about $107,441 at 4% or $71,627 at 6%; with 100% employer match about $80,581 at 4% or $53,720 at 6%.
201819$4,668,799$47,640$5,293iApproximate average salary by contribution assumption: employee only about $132,333 at 4% or $88,222 at 6%; with 50% employer match about $88,222 at 4% or $58,815 at 6%; with 100% employer match about $66,167 at 4% or $44,111 at 6%.
401K Profit Sharing Plan and Trust-9$4,668,799$47,640$5,293iApproximate average salary by contribution assumption: employee only about $132,333 at 4% or $88,222 at 6%; with 50% employer match about $88,222 at 4% or $58,815 at 6%; with 100% employer match about $66,167 at 4% or $44,111 at 6%.
201719$4,327,352$51,758$5,751iApproximate average salary by contribution assumption: employee only about $143,772 at 4% or $95,848 at 6%; with 50% employer match about $95,848 at 4% or $63,899 at 6%; with 100% employer match about $71,886 at 4% or $47,924 at 6%.
401K Profit Sharing Plan and Trust-9$4,327,352$51,758$5,751iApproximate average salary by contribution assumption: employee only about $143,772 at 4% or $95,848 at 6%; with 50% employer match about $95,848 at 4% or $63,899 at 6%; with 100% employer match about $71,886 at 4% or $47,924 at 6%.
201619$3,688,514$82,773$9,197iApproximate average salary by contribution assumption: employee only about $229,925 at 4% or $153,283 at 6%; with 50% employer match about $153,283 at 4% or $102,189 at 6%; with 100% employer match about $114,963 at 4% or $76,642 at 6%.
401K Profit Sharing Plan and Trust-9$3,688,514$82,773$9,197iApproximate average salary by contribution assumption: employee only about $229,925 at 4% or $153,283 at 6%; with 50% employer match about $153,283 at 4% or $102,189 at 6%; with 100% employer match about $114,963 at 4% or $76,642 at 6%.
201519$3,165,344$261,142$29,016iApproximate average salary by contribution assumption: employee only about $725,394 at 4% or $483,596 at 6%; with 50% employer match about $483,596 at 4% or $322,398 at 6%; with 100% employer match about $362,697 at 4% or $241,798 at 6%.
401K Profit Sharing Plan and Trust-9$3,165,344$261,142$29,016iApproximate average salary by contribution assumption: employee only about $725,394 at 4% or $483,596 at 6%; with 50% employer match about $483,596 at 4% or $322,398 at 6%; with 100% employer match about $362,697 at 4% or $241,798 at 6%.
201419$2,846,615$107,865$11,985iApproximate average salary by contribution assumption: employee only about $299,625 at 4% or $199,750 at 6%; with 50% employer match about $199,750 at 4% or $133,167 at 6%; with 100% employer match about $149,813 at 4% or $99,875 at 6%.
401K Profit Sharing Plan and Trust-9$2,846,615$107,865$11,985iApproximate average salary by contribution assumption: employee only about $299,625 at 4% or $199,750 at 6%; with 50% employer match about $199,750 at 4% or $133,167 at 6%; with 100% employer match about $149,813 at 4% or $99,875 at 6%.
201319$2,537,636$118,198$13,133iApproximate average salary by contribution assumption: employee only about $328,328 at 4% or $218,885 at 6%; with 50% employer match about $218,885 at 4% or $145,923 at 6%; with 100% employer match about $164,164 at 4% or $109,443 at 6%.
401K Profit Sharing Plan and Trust-9$2,537,636$118,198$13,133iApproximate average salary by contribution assumption: employee only about $328,328 at 4% or $218,885 at 6%; with 50% employer match about $218,885 at 4% or $145,923 at 6%; with 100% employer match about $164,164 at 4% or $109,443 at 6%.
201219$2,132,417$113,056$12,562iApproximate average salary by contribution assumption: employee only about $314,044 at 4% or $209,363 at 6%; with 50% employer match about $209,363 at 4% or $139,575 at 6%; with 100% employer match about $157,022 at 4% or $104,681 at 6%.
401K Profit Sharing Plan and Trust-9$2,132,417$113,056$12,562iApproximate average salary by contribution assumption: employee only about $314,044 at 4% or $209,363 at 6%; with 50% employer match about $209,363 at 4% or $139,575 at 6%; with 100% employer match about $157,022 at 4% or $104,681 at 6%.
201119$1,723,485$90,659$10,073iApproximate average salary by contribution assumption: employee only about $251,831 at 4% or $167,887 at 6%; with 50% employer match about $167,887 at 4% or $111,925 at 6%; with 100% employer match about $125,915 at 4% or $83,944 at 6%.
401K Profit Sharing Plan and Trust-9$1,723,485$90,659$10,073iApproximate average salary by contribution assumption: employee only about $251,831 at 4% or $167,887 at 6%; with 50% employer match about $167,887 at 4% or $111,925 at 6%; with 100% employer match about $125,915 at 4% or $83,944 at 6%.
201018$1,555,244$64,113$8,014iApproximate average salary by contribution assumption: employee only about $200,353 at 4% or $133,569 at 6%; with 50% employer match about $133,569 at 4% or $89,046 at 6%; with 100% employer match about $100,177 at 4% or $66,784 at 6%.
401K Profit Sharing Plan and Trust-8$1,555,244$64,113$8,014iApproximate average salary by contribution assumption: employee only about $200,353 at 4% or $133,569 at 6%; with 50% employer match about $133,569 at 4% or $89,046 at 6%; with 100% employer match about $100,177 at 4% or $66,784 at 6%.
200918$1,364,899$33,405$4,176iApproximate average salary by contribution assumption: employee only about $104,391 at 4% or $69,594 at 6%; with 50% employer match about $69,594 at 4% or $46,396 at 6%; with 100% employer match about $52,195 at 4% or $34,797 at 6%.
401K Profit Sharing Plan and Trust-8$1,364,899$33,405$4,176iApproximate average salary by contribution assumption: employee only about $104,391 at 4% or $69,594 at 6%; with 50% employer match about $69,594 at 4% or $46,396 at 6%; with 100% employer match about $52,195 at 4% or $34,797 at 6%.
200818$1,243,422$57,470$7,184iApproximate average salary by contribution assumption: employee only about $179,594 at 4% or $119,729 at 6%; with 50% employer match about $119,729 at 4% or $79,819 at 6%; with 100% employer match about $89,797 at 4% or $59,865 at 6%.
401K Profit Sharing Plan and Trust-8$1,243,422$57,470$7,184iApproximate average salary by contribution assumption: employee only about $179,594 at 4% or $119,729 at 6%; with 50% employer match about $119,729 at 4% or $79,819 at 6%; with 100% employer match about $89,797 at 4% or $59,865 at 6%.
200718$0$0-
401K Profit Sharing Plan and Trust-8---
200618$1,420,531$36,888$4,611iApproximate average salary by contribution assumption: employee only about $115,275 at 4% or $76,850 at 6%; with 50% employer match about $76,850 at 4% or $51,233 at 6%; with 100% employer match about $57,638 at 4% or $38,425 at 6%.
401K Profit Sharing Plan and Trust-8$1,420,531$36,888$4,611iApproximate average salary by contribution assumption: employee only about $115,275 at 4% or $76,850 at 6%; with 50% employer match about $76,850 at 4% or $51,233 at 6%; with 100% employer match about $57,638 at 4% or $38,425 at 6%.
200518$1,187,719$34,124$4,266iApproximate average salary by contribution assumption: employee only about $106,638 at 4% or $71,092 at 6%; with 50% employer match about $71,092 at 4% or $47,394 at 6%; with 100% employer match about $53,319 at 4% or $35,546 at 6%.
401K Profit Sharing Plan and Trust-8$1,187,719$34,124$4,266iApproximate average salary by contribution assumption: employee only about $106,638 at 4% or $71,092 at 6%; with 50% employer match about $71,092 at 4% or $47,394 at 6%; with 100% employer match about $53,319 at 4% or $35,546 at 6%.
2004110$1,110,871$12,213$1,221iApproximate average salary by contribution assumption: employee only about $30,533 at 4% or $20,355 at 6%; with 50% employer match about $20,355 at 4% or $13,570 at 6%; with 100% employer match about $15,266 at 4% or $10,178 at 6%.
401K Profit Sharing Plan and Trust-10$1,110,871$12,213$1,221iApproximate average salary by contribution assumption: employee only about $30,533 at 4% or $20,355 at 6%; with 50% employer match about $20,355 at 4% or $13,570 at 6%; with 100% employer match about $15,266 at 4% or $10,178 at 6%.
2003110$0$0-
401K Profit Sharing Plan and Trust-10---
2002112$0$0-
401K Profit Sharing Plan and Trust-12---
2001112$817,065$23,937$1,995iApproximate average salary by contribution assumption: employee only about $49,869 at 4% or $33,246 at 6%; with 50% employer match about $33,246 at 4% or $22,164 at 6%; with 100% employer match about $24,934 at 4% or $16,623 at 6%.
401K Profit Sharing Plan and Trust-12$817,065$23,937$1,995iApproximate average salary by contribution assumption: employee only about $49,869 at 4% or $33,246 at 6%; with 50% employer match about $33,246 at 4% or $22,164 at 6%; with 100% employer match about $24,934 at 4% or $16,623 at 6%.
2000115$0$0-
401K Profit Sharing Plan and Trust-15---
1999118$1,731,004$71,506$3,973iApproximate average salary by contribution assumption: employee only about $99,314 at 4% or $66,209 at 6%; with 50% employer match about $66,209 at 4% or $44,140 at 6%; with 100% employer match about $49,657 at 4% or $33,105 at 6%.
401K Profit Sharing Plan and Trust-18$1,731,004$71,506$3,973iApproximate average salary by contribution assumption: employee only about $99,314 at 4% or $66,209 at 6%; with 50% employer match about $66,209 at 4% or $44,140 at 6%; with 100% employer match about $49,657 at 4% or $33,105 at 6%.