Civic Intelligence

Vintage Financial Services LLC

Plan context: VINTAGE FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST

EIN 38-3445875 • Ann Arbor, MI • 21 filings • 5 plans

2373 Oak Valley DriveSuite 110Ann Arbor, MI 48103
Current Snapshot

Latest Year

2022

2022 Participants

20

2022 Assets

$3,882,572

2022 Contributions

$198,641

Historical Graphs

Total Assets Over Time

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

$3,882,572$1,941,286$0199920132021YearValue
$3,882,572Latest year 2021

Participants Over Time

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

20100199920122021YearValue
20Latest 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$0-
VINTAGE FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST-0$0$0-
2021120$3,882,572$198,641$9,932iApproximate average salary by contribution assumption: employee only about $248,301 at 4% or $165,534 at 6%; with 50% employer match about $165,534 at 4% or $110,356 at 6%; with 100% employer match about $124,151 at 4% or $82,767 at 6%.
VINTAGE FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST-20$3,882,572$198,641$9,932iApproximate average salary by contribution assumption: employee only about $248,301 at 4% or $165,534 at 6%; with 50% employer match about $165,534 at 4% or $110,356 at 6%; with 100% employer match about $124,151 at 4% or $82,767 at 6%.
2020120$3,488,056$183,196$9,160iApproximate average salary by contribution assumption: employee only about $228,995 at 4% or $152,663 at 6%; with 50% employer match about $152,663 at 4% or $101,776 at 6%; with 100% employer match about $114,497 at 4% or $76,332 at 6%.
VINTAGE FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST-20$3,488,056$183,196$9,160iApproximate average salary by contribution assumption: employee only about $228,995 at 4% or $152,663 at 6%; with 50% employer match about $152,663 at 4% or $101,776 at 6%; with 100% employer match about $114,497 at 4% or $76,332 at 6%.
2019117$2,708,440$176,707$10,395iApproximate average salary by contribution assumption: employee only about $259,863 at 4% or $173,242 at 6%; with 50% employer match about $173,242 at 4% or $115,495 at 6%; with 100% employer match about $129,932 at 4% or $86,621 at 6%.
VINTAGE FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST-17$2,708,440$176,707$10,395iApproximate average salary by contribution assumption: employee only about $259,863 at 4% or $173,242 at 6%; with 50% employer match about $173,242 at 4% or $115,495 at 6%; with 100% employer match about $129,932 at 4% or $86,621 at 6%.
2018113$2,562,674$267,789$20,599iApproximate average salary by contribution assumption: employee only about $514,979 at 4% or $343,319 at 6%; with 50% employer match about $343,319 at 4% or $228,879 at 6%; with 100% employer match about $257,489 at 4% or $171,660 at 6%.
VINTAGE FINANCIAL SERVICES, LL 401 K PROFIT SHARING PLAN TRUST-13$2,562,674$267,789$20,599iApproximate average salary by contribution assumption: employee only about $514,979 at 4% or $343,319 at 6%; with 50% employer match about $343,319 at 4% or $228,879 at 6%; with 100% employer match about $257,489 at 4% or $171,660 at 6%.
2017112$2,537,080$238,511$19,876iApproximate average salary by contribution assumption: employee only about $496,898 at 4% or $331,265 at 6%; with 50% employer match about $331,265 at 4% or $220,844 at 6%; with 100% employer match about $248,449 at 4% or $165,633 at 6%.
VINTAGE FINANCIAL SERVICES, LL 401 K PROFIT SHARING PLAN TRUST-12$2,537,080$238,511$19,876iApproximate average salary by contribution assumption: employee only about $496,898 at 4% or $331,265 at 6%; with 50% employer match about $331,265 at 4% or $220,844 at 6%; with 100% employer match about $248,449 at 4% or $165,633 at 6%.
2016110$1,904,633$215,975$21,598iApproximate average salary by contribution assumption: employee only about $539,938 at 4% or $359,958 at 6%; with 50% employer match about $359,958 at 4% or $239,972 at 6%; with 100% employer match about $269,969 at 4% or $179,979 at 6%.
VINTAGE FINANCIAL SERVICES LLC 401 K PROFIT SHARING PLAN TRUST-10$1,904,633$215,975$21,598iApproximate average salary by contribution assumption: employee only about $539,938 at 4% or $359,958 at 6%; with 50% employer match about $359,958 at 4% or $239,972 at 6%; with 100% employer match about $269,969 at 4% or $179,979 at 6%.
201519$1,557,065$223,688$24,854iApproximate average salary by contribution assumption: employee only about $621,356 at 4% or $414,237 at 6%; with 50% employer match about $414,237 at 4% or $276,158 at 6%; with 100% employer match about $310,678 at 4% or $207,119 at 6%.
VINTAGE FINANCIAL SERVICES, LLC RETIREMENT TRUST-9$1,557,065$223,688$24,854iApproximate average salary by contribution assumption: employee only about $621,356 at 4% or $414,237 at 6%; with 50% employer match about $414,237 at 4% or $276,158 at 6%; with 100% employer match about $310,678 at 4% or $207,119 at 6%.
201419$1,366,514$176,177$19,575iApproximate average salary by contribution assumption: employee only about $489,381 at 4% or $326,254 at 6%; with 50% employer match about $326,254 at 4% or $217,502 at 6%; with 100% employer match about $244,690 at 4% or $163,127 at 6%.
VINTAGE FINANCIAL SERVICES, LLC RETIREMENT TRUST-9$1,366,514$176,177$19,575iApproximate average salary by contribution assumption: employee only about $489,381 at 4% or $326,254 at 6%; with 50% employer match about $326,254 at 4% or $217,502 at 6%; with 100% employer match about $244,690 at 4% or $163,127 at 6%.
201319$1,115,469$194,796$21,644iApproximate average salary by contribution assumption: employee only about $541,100 at 4% or $360,733 at 6%; with 50% employer match about $360,733 at 4% or $240,489 at 6%; with 100% employer match about $270,550 at 4% or $180,367 at 6%.
VINTAGE FINANCIAL SERVICES, LLC RETIREMENT TRUST-9$1,115,469$194,796$21,644iApproximate average salary by contribution assumption: employee only about $541,100 at 4% or $360,733 at 6%; with 50% employer match about $360,733 at 4% or $240,489 at 6%; with 100% employer match about $270,550 at 4% or $180,367 at 6%.
201217$682,499$136,646$19,521iApproximate average salary by contribution assumption: employee only about $488,021 at 4% or $325,348 at 6%; with 50% employer match about $325,348 at 4% or $216,898 at 6%; with 100% employer match about $244,011 at 4% or $162,674 at 6%.
VINTAGE FINANCIAL SERVICES, LLC RETIREMENT TRUST-7$682,499$136,646$19,521iApproximate average salary by contribution assumption: employee only about $488,021 at 4% or $325,348 at 6%; with 50% employer match about $325,348 at 4% or $216,898 at 6%; with 100% employer match about $244,011 at 4% or $162,674 at 6%.
201117$468,424$116,141$16,592iApproximate average salary by contribution assumption: employee only about $414,789 at 4% or $276,526 at 6%; with 50% employer match about $276,526 at 4% or $184,351 at 6%; with 100% employer match about $207,395 at 4% or $138,263 at 6%.
VINTAGE FINANCIAL SERVICES, LLC RETIREMENT TRUST-7$468,424$116,141$16,592iApproximate average salary by contribution assumption: employee only about $414,789 at 4% or $276,526 at 6%; with 50% employer match about $276,526 at 4% or $184,351 at 6%; with 100% employer match about $207,395 at 4% or $138,263 at 6%.
201016$402,180$104,470$17,412iApproximate average salary by contribution assumption: employee only about $435,292 at 4% or $290,194 at 6%; with 50% employer match about $290,194 at 4% or $193,463 at 6%; with 100% employer match about $217,646 at 4% or $145,097 at 6%.
VINTAGE FINANCIAL SERVICES, LLC RETIREMENT TRUST-6$402,180$104,470$17,412iApproximate average salary by contribution assumption: employee only about $435,292 at 4% or $290,194 at 6%; with 50% employer match about $290,194 at 4% or $193,463 at 6%; with 100% employer match about $217,646 at 4% or $145,097 at 6%.
200916$278,421$72,615$12,103iApproximate average salary by contribution assumption: employee only about $302,563 at 4% or $201,708 at 6%; with 50% employer match about $201,708 at 4% or $134,472 at 6%; with 100% employer match about $151,281 at 4% or $100,854 at 6%.
VINTAGE FINANCIAL SERVICES, LLC RETIREMENT TRUST-6$278,421$72,615$12,103iApproximate average salary by contribution assumption: employee only about $302,563 at 4% or $201,708 at 6%; with 50% employer match about $201,708 at 4% or $134,472 at 6%; with 100% employer match about $151,281 at 4% or $100,854 at 6%.
200816$156,211$114,821$19,137iApproximate average salary by contribution assumption: employee only about $478,421 at 4% or $318,947 at 6%; with 50% employer match about $318,947 at 4% or $212,631 at 6%; with 100% employer match about $239,210 at 4% or $159,474 at 6%.
VINTAGE FINANCIAL SERVICES, LLC RETIREMENT TRUST-6$156,211$114,821$19,137iApproximate average salary by contribution assumption: employee only about $478,421 at 4% or $318,947 at 6%; with 50% employer match about $318,947 at 4% or $212,631 at 6%; with 100% employer match about $239,210 at 4% or $159,474 at 6%.
200715$145,039$92,764$18,553iApproximate average salary by contribution assumption: employee only about $463,820 at 4% or $309,213 at 6%; with 50% employer match about $309,213 at 4% or $206,142 at 6%; with 100% employer match about $231,910 at 4% or $154,607 at 6%.
VINTAGE FINANCIAL SERVICES, LLC RETIREMENT TRUST-5$145,039$92,764$18,553iApproximate average salary by contribution assumption: employee only about $463,820 at 4% or $309,213 at 6%; with 50% employer match about $309,213 at 4% or $206,142 at 6%; with 100% employer match about $231,910 at 4% or $154,607 at 6%.
200615$44,012$41,572$8,314iApproximate average salary by contribution assumption: employee only about $207,860 at 4% or $138,573 at 6%; with 50% employer match about $138,573 at 4% or $92,382 at 6%; with 100% employer match about $103,930 at 4% or $69,287 at 6%.
VINTAGE FINANCIAL SERVICES, LLC RETIREMENT TRUST-5$44,012$41,572$8,314iApproximate average salary by contribution assumption: employee only about $207,860 at 4% or $138,573 at 6%; with 50% employer match about $138,573 at 4% or $92,382 at 6%; with 100% employer match about $103,930 at 4% or $69,287 at 6%.
200210$0$0-
Vintage Financial Services Money Purchase Plan-0---
200113$0$0-
Vintage Financial Services Money Purchase Plan-3---
200013$64,959$10,720$3,573iApproximate average salary by contribution assumption: employee only about $89,333 at 4% or $59,556 at 6%; with 50% employer match about $59,556 at 4% or $39,704 at 6%; with 100% employer match about $44,667 at 4% or $29,778 at 6%.
Vintage Financial Services Money Purchase Plan-3$64,959$10,720$3,573iApproximate average salary by contribution assumption: employee only about $89,333 at 4% or $59,556 at 6%; with 50% employer match about $59,556 at 4% or $39,704 at 6%; with 100% employer match about $44,667 at 4% or $29,778 at 6%.
199912$53,223$9,516$4,758iApproximate average salary by contribution assumption: employee only about $118,950 at 4% or $79,300 at 6%; with 50% employer match about $79,300 at 4% or $52,867 at 6%; with 100% employer match about $59,475 at 4% or $39,650 at 6%.
Vintage Financial Services Money Purchase Plan-2$53,223$9,516$4,758iApproximate average salary by contribution assumption: employee only about $118,950 at 4% or $79,300 at 6%; with 50% employer match about $79,300 at 4% or $52,867 at 6%; with 100% employer match about $59,475 at 4% or $39,650 at 6%.