Pathfinder Advisory Inc.
Plan context: Pathfinder Advisory Inc. 401(K) Plan
EIN 36-4111289 • Rockford, IL • 22 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$3,081,095
2024 Contributions
$855,623
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 4 | $3,081,095 | $855,623 | $213,906iApproximate average salary by contribution assumption: employee only about $5,347,644 at 4% or $3,565,096 at 6%; with 50% employer match about $3,565,096 at 4% or $2,376,731 at 6%; with 100% employer match about $2,673,822 at 4% or $1,782,548 at 6%. |
| Pathfinder Advisory Inc. 401(K) Plan | - | 4 | $3,081,095 | $855,623 | $213,906iApproximate average salary by contribution assumption: employee only about $5,347,644 at 4% or $3,565,096 at 6%; with 50% employer match about $3,565,096 at 4% or $2,376,731 at 6%; with 100% employer match about $2,673,822 at 4% or $1,782,548 at 6%. |
| 2023 | 1 | 4 | $2,077,903 | $89,817 | $22,454iApproximate average salary by contribution assumption: employee only about $561,356 at 4% or $374,238 at 6%; with 50% employer match about $374,238 at 4% or $249,492 at 6%; with 100% employer match about $280,678 at 4% or $187,119 at 6%. |
| Pathfinder Advisory Inc. 401(K) Plan | - | 4 | $2,077,903 | $89,817 | $22,454iApproximate average salary by contribution assumption: employee only about $561,356 at 4% or $374,238 at 6%; with 50% employer match about $374,238 at 4% or $249,492 at 6%; with 100% employer match about $280,678 at 4% or $187,119 at 6%. |
| 2022 | 1 | 4 | $1,693,880 | $144,884 | $36,221iApproximate average salary by contribution assumption: employee only about $905,525 at 4% or $603,683 at 6%; with 50% employer match about $603,683 at 4% or $402,456 at 6%; with 100% employer match about $452,763 at 4% or $301,842 at 6%. |
| Pathfinder Advisory Inc. 401(K) Plan | - | 4 | $1,693,880 | $144,884 | $36,221iApproximate average salary by contribution assumption: employee only about $905,525 at 4% or $603,683 at 6%; with 50% employer match about $603,683 at 4% or $402,456 at 6%; with 100% employer match about $452,763 at 4% or $301,842 at 6%. |
| 2021 | 1 | 5 | $1,713,719 | $142,826 | $28,565iApproximate average salary by contribution assumption: employee only about $714,130 at 4% or $476,087 at 6%; with 50% employer match about $476,087 at 4% or $317,391 at 6%; with 100% employer match about $357,065 at 4% or $238,043 at 6%. |
| Pathfinder Advisory Inc. 401(K) Plan | - | 5 | $1,713,719 | $142,826 | $28,565iApproximate average salary by contribution assumption: employee only about $714,130 at 4% or $476,087 at 6%; with 50% employer match about $476,087 at 4% or $317,391 at 6%; with 100% employer match about $357,065 at 4% or $238,043 at 6%. |
| 2020 | 1 | 5 | $1,686,413 | $82,882 | $16,576iApproximate average salary by contribution assumption: employee only about $414,410 at 4% or $276,273 at 6%; with 50% employer match about $276,273 at 4% or $184,182 at 6%; with 100% employer match about $207,205 at 4% or $138,137 at 6%. |
| Pathfinder Advisory Inc. 401(K) Plan | - | 5 | $1,686,413 | $82,882 | $16,576iApproximate average salary by contribution assumption: employee only about $414,410 at 4% or $276,273 at 6%; with 50% employer match about $276,273 at 4% or $184,182 at 6%; with 100% employer match about $207,205 at 4% or $138,137 at 6%. |
| 2019 | 1 | 5 | $1,494,620 | $47,318 | $9,464iApproximate average salary by contribution assumption: employee only about $236,590 at 4% or $157,727 at 6%; with 50% employer match about $157,727 at 4% or $105,151 at 6%; with 100% employer match about $118,295 at 4% or $78,863 at 6%. |
| Pathfinder Advisory Inc. 401(K) Plan | - | 5 | $1,494,620 | $47,318 | $9,464iApproximate average salary by contribution assumption: employee only about $236,590 at 4% or $157,727 at 6%; with 50% employer match about $157,727 at 4% or $105,151 at 6%; with 100% employer match about $118,295 at 4% or $78,863 at 6%. |
| 2018 | 1 | 4 | $1,235,620 | $42,707 | $10,677iApproximate average salary by contribution assumption: employee only about $266,919 at 4% or $177,946 at 6%; with 50% employer match about $177,946 at 4% or $118,631 at 6%; with 100% employer match about $133,459 at 4% or $88,973 at 6%. |
| Pathfinder Advisory Inc. 401(K) Plan | - | 4 | $1,235,620 | $42,707 | $10,677iApproximate average salary by contribution assumption: employee only about $266,919 at 4% or $177,946 at 6%; with 50% employer match about $177,946 at 4% or $118,631 at 6%; with 100% employer match about $133,459 at 4% or $88,973 at 6%. |
| 2017 | 1 | 4 | $1,360,618 | $41,233 | $10,308iApproximate average salary by contribution assumption: employee only about $257,706 at 4% or $171,804 at 6%; with 50% employer match about $171,804 at 4% or $114,536 at 6%; with 100% employer match about $128,853 at 4% or $85,902 at 6%. |
| Pathfinder Advisory Inc. 401(K) Plan | - | 4 | $1,360,618 | $41,233 | $10,308iApproximate average salary by contribution assumption: employee only about $257,706 at 4% or $171,804 at 6%; with 50% employer match about $171,804 at 4% or $114,536 at 6%; with 100% employer match about $128,853 at 4% or $85,902 at 6%. |
| 2016 | 1 | 5 | $1,302,594 | $41,222 | $8,244iApproximate average salary by contribution assumption: employee only about $206,110 at 4% or $137,407 at 6%; with 50% employer match about $137,407 at 4% or $91,604 at 6%; with 100% employer match about $103,055 at 4% or $68,703 at 6%. |
| Pathfinder Advisory Inc. 401(K) Plan | - | 5 | $1,302,594 | $41,222 | $8,244iApproximate average salary by contribution assumption: employee only about $206,110 at 4% or $137,407 at 6%; with 50% employer match about $137,407 at 4% or $91,604 at 6%; with 100% employer match about $103,055 at 4% or $68,703 at 6%. |
| 2015 | 1 | 5 | $1,118,372 | $35,956 | $7,191iApproximate average salary by contribution assumption: employee only about $179,780 at 4% or $119,853 at 6%; with 50% employer match about $119,853 at 4% or $79,902 at 6%; with 100% employer match about $89,890 at 4% or $59,927 at 6%. |
| Pathfinder Advisory Inc. 401(K) Plan | - | 5 | $1,118,372 | $35,956 | $7,191iApproximate average salary by contribution assumption: employee only about $179,780 at 4% or $119,853 at 6%; with 50% employer match about $119,853 at 4% or $79,902 at 6%; with 100% employer match about $89,890 at 4% or $59,927 at 6%. |
| 2014 | 1 | 5 | $1,115,115 | $76,656 | $15,331iApproximate average salary by contribution assumption: employee only about $383,280 at 4% or $255,520 at 6%; with 50% employer match about $255,520 at 4% or $170,347 at 6%; with 100% employer match about $191,640 at 4% or $127,760 at 6%. |
| Pathfinder Advisory Inc. 401(K) Plan | - | 5 | $1,115,115 | $76,656 | $15,331iApproximate average salary by contribution assumption: employee only about $383,280 at 4% or $255,520 at 6%; with 50% employer match about $255,520 at 4% or $170,347 at 6%; with 100% employer match about $191,640 at 4% or $127,760 at 6%. |
| 2013 | 1 | 6 | $1,031,605 | $99,910 | $16,652iApproximate average salary by contribution assumption: employee only about $416,292 at 4% or $277,528 at 6%; with 50% employer match about $277,528 at 4% or $185,019 at 6%; with 100% employer match about $208,146 at 4% or $138,764 at 6%. |
| Pathfinder Advisory Inc. 401(K) Plan | - | 6 | $1,031,605 | $99,910 | $16,652iApproximate average salary by contribution assumption: employee only about $416,292 at 4% or $277,528 at 6%; with 50% employer match about $277,528 at 4% or $185,019 at 6%; with 100% employer match about $208,146 at 4% or $138,764 at 6%. |
| 2012 | 1 | 6 | $839,780 | $102,477 | $17,080iApproximate average salary by contribution assumption: employee only about $426,988 at 4% or $284,658 at 6%; with 50% employer match about $284,658 at 4% or $189,772 at 6%; with 100% employer match about $213,494 at 4% or $142,329 at 6%. |
| Pathfinder Advisory Inc. 401(K) Plan | - | 6 | $839,780 | $102,477 | $17,080iApproximate average salary by contribution assumption: employee only about $426,988 at 4% or $284,658 at 6%; with 50% employer match about $284,658 at 4% or $189,772 at 6%; with 100% employer match about $213,494 at 4% or $142,329 at 6%. |
| 2011 | 1 | 5 | $728,262 | $51,646 | $10,329iApproximate average salary by contribution assumption: employee only about $258,230 at 4% or $172,153 at 6%; with 50% employer match about $172,153 at 4% or $114,769 at 6%; with 100% employer match about $129,115 at 4% or $86,077 at 6%. |
| Pathfinder Advisory Inc. 401(K) Plan | - | 5 | $728,262 | $51,646 | $10,329iApproximate average salary by contribution assumption: employee only about $258,230 at 4% or $172,153 at 6%; with 50% employer match about $172,153 at 4% or $114,769 at 6%; with 100% employer match about $129,115 at 4% or $86,077 at 6%. |
| 2010 | 1 | 5 | $751,877 | $104,494 | $20,899iApproximate average salary by contribution assumption: employee only about $522,470 at 4% or $348,313 at 6%; with 50% employer match about $348,313 at 4% or $232,209 at 6%; with 100% employer match about $261,235 at 4% or $174,157 at 6%. |
| Pathfinder Advisory Inc. 401(K) Plan | - | 5 | $751,877 | $104,494 | $20,899iApproximate average salary by contribution assumption: employee only about $522,470 at 4% or $348,313 at 6%; with 50% employer match about $348,313 at 4% or $232,209 at 6%; with 100% employer match about $261,235 at 4% or $174,157 at 6%. |
| 2009 | 2 | 5 | $0 | $0 | - |
| Pathfinder Advisory Inc. 401(K) Plan | - | 5 | - | - | - |
| Pathfinder Advisory Inc. Defined Benefit Plan and Trust | - | 5 | - | - | - |
| 2008 | 2 | 5 | $733,492 | $225,259 | $45,052iApproximate average salary by contribution assumption: employee only about $1,126,295 at 4% or $750,863 at 6%; with 50% employer match about $750,863 at 4% or $500,576 at 6%; with 100% employer match about $563,148 at 4% or $375,432 at 6%. |
| Pathfinder Advisory Inc. Defined Benefit Plan and Trust | - | 5 | $393,513 | $168,780 | $33,756iApproximate average salary by contribution assumption: employee only about $843,900 at 4% or $562,600 at 6%; with 50% employer match about $562,600 at 4% or $375,067 at 6%; with 100% employer match about $421,950 at 4% or $281,300 at 6%. |
| Pathfinder Advisory Inc. 401(K) Plan | - | 5 | $339,979 | $56,479 | $11,296iApproximate average salary by contribution assumption: employee only about $282,395 at 4% or $188,263 at 6%; with 50% employer match about $188,263 at 4% or $125,509 at 6%; with 100% employer match about $141,198 at 4% or $94,132 at 6%. |
| 2006 | 1 | 5 | $387,147 | $117,174 | $23,435iApproximate average salary by contribution assumption: employee only about $585,870 at 4% or $390,580 at 6%; with 50% employer match about $390,580 at 4% or $260,387 at 6%; with 100% employer match about $292,935 at 4% or $195,290 at 6%. |
| Pathfinder Advisory Inc. 401(K) Plan | - | 5 | $387,147 | $117,174 | $23,435iApproximate average salary by contribution assumption: employee only about $585,870 at 4% or $390,580 at 6%; with 50% employer match about $390,580 at 4% or $260,387 at 6%; with 100% employer match about $292,935 at 4% or $195,290 at 6%. |
| 2005 | 1 | 5 | $240,532 | $102,701 | $20,540iApproximate average salary by contribution assumption: employee only about $513,505 at 4% or $342,337 at 6%; with 50% employer match about $342,337 at 4% or $228,224 at 6%; with 100% employer match about $256,753 at 4% or $171,168 at 6%. |
| Pathfinder Advisory Inc. 401(K) Plan | - | 5 | $240,532 | $102,701 | $20,540iApproximate average salary by contribution assumption: employee only about $513,505 at 4% or $342,337 at 6%; with 50% employer match about $342,337 at 4% or $228,224 at 6%; with 100% employer match about $256,753 at 4% or $171,168 at 6%. |
| 2004 | 1 | 5 | $118,914 | $114,505 | $22,901iApproximate average salary by contribution assumption: employee only about $572,525 at 4% or $381,683 at 6%; with 50% employer match about $381,683 at 4% or $254,456 at 6%; with 100% employer match about $286,263 at 4% or $190,842 at 6%. |
| Pathfinder Advisory Inc. 401(K) Plan | - | 5 | $118,914 | $114,505 | $22,901iApproximate average salary by contribution assumption: employee only about $572,525 at 4% or $381,683 at 6%; with 50% employer match about $381,683 at 4% or $254,456 at 6%; with 100% employer match about $286,263 at 4% or $190,842 at 6%. |