Civic Intelligence

Northern Financial Advisors Inc.

Plan context: Northern Financial Advisors Inc. 401K Safe Harbor Plan

EIN 38-3648208 • Bloomfield Hills, MI • 30 filings • 5 plans

74 E Long Lake Rd.Suite 200Bloomfield Hills, MI 48304
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$4,200,906

2024 Contributions

$586,451

Historical Graphs

Total Assets Over Time

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

$4,200,906$2,100,453$0200420142024YearValue
$4,200,906Latest year 2024

Participants Over Time

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

1470200420142024YearValue
14Latest 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
2024214$4,200,906$586,451$41,889iApproximate average salary by contribution assumption: employee only about $1,047,234 at 4% or $698,156 at 6%; with 50% employer match about $698,156 at 4% or $465,437 at 6%; with 100% employer match about $523,617 at 4% or $349,078 at 6%.
Northern Financial Advisors Inc. 401K Safe Harbor Plan-14$4,200,906$586,451$41,889iApproximate average salary by contribution assumption: employee only about $1,047,234 at 4% or $698,156 at 6%; with 50% employer match about $698,156 at 4% or $465,437 at 6%; with 100% employer match about $523,617 at 4% or $349,078 at 6%.
Northern Financial Advisors Cash Balance Plan-0$0--
2023211$3,762,502$296,787$26,981iApproximate average salary by contribution assumption: employee only about $674,516 at 4% or $449,677 at 6%; with 50% employer match about $449,677 at 4% or $299,785 at 6%; with 100% employer match about $337,258 at 4% or $224,839 at 6%.
Northern Financial Advisors Inc. 401K Safe Harbor Plan-11$3,386,248$162,474$14,770iApproximate average salary by contribution assumption: employee only about $369,259 at 4% or $246,173 at 6%; with 50% employer match about $246,173 at 4% or $164,115 at 6%; with 100% employer match about $184,630 at 4% or $123,086 at 6%.
Northern Financial Advisors Cash Balance Plan-4$376,254$134,313$33,578iApproximate average salary by contribution assumption: employee only about $839,456 at 4% or $559,638 at 6%; with 50% employer match about $559,638 at 4% or $373,092 at 6%; with 100% employer match about $419,728 at 4% or $279,819 at 6%.
2022211$3,016,930$560,736$50,976iApproximate average salary by contribution assumption: employee only about $1,274,400 at 4% or $849,600 at 6%; with 50% employer match about $849,600 at 4% or $566,400 at 6%; with 100% employer match about $637,200 at 4% or $424,800 at 6%.
Northern Financial Advisors Inc. 401K Safe Harbor Plan-11$2,785,142$454,721$41,338iApproximate average salary by contribution assumption: employee only about $1,033,457 at 4% or $688,971 at 6%; with 50% employer match about $688,971 at 4% or $459,314 at 6%; with 100% employer match about $516,728 at 4% or $344,486 at 6%.
Northern Financial Advisors Cash Balance Plan-4$231,788$106,015$26,504iApproximate average salary by contribution assumption: employee only about $662,594 at 4% or $441,729 at 6%; with 50% employer match about $441,729 at 4% or $294,486 at 6%; with 100% employer match about $331,297 at 4% or $220,865 at 6%.
2021210$3,358,910$324,293$32,429iApproximate average salary by contribution assumption: employee only about $810,733 at 4% or $540,488 at 6%; with 50% employer match about $540,488 at 4% or $360,326 at 6%; with 100% employer match about $405,366 at 4% or $270,244 at 6%.
Northern Financial Advisors Inc. 401K Safe Harbor Plan-10$2,880,122$204,204$20,420iApproximate average salary by contribution assumption: employee only about $510,510 at 4% or $340,340 at 6%; with 50% employer match about $340,340 at 4% or $226,893 at 6%; with 100% employer match about $255,255 at 4% or $170,170 at 6%.
Northern Financial Advisors Cash Balance Plan-4$478,788$120,089$30,022iApproximate average salary by contribution assumption: employee only about $750,556 at 4% or $500,371 at 6%; with 50% employer match about $500,371 at 4% or $333,581 at 6%; with 100% employer match about $375,278 at 4% or $250,185 at 6%.
2020210$3,776,530$343,881$34,388iApproximate average salary by contribution assumption: employee only about $859,703 at 4% or $573,135 at 6%; with 50% employer match about $573,135 at 4% or $382,090 at 6%; with 100% employer match about $429,851 at 4% or $286,568 at 6%.
Northern Financial Advisors Inc. 401K Safe Harbor Plan-10$3,251,042$239,805$23,981iApproximate average salary by contribution assumption: employee only about $599,513 at 4% or $399,675 at 6%; with 50% employer match about $399,675 at 4% or $266,450 at 6%; with 100% employer match about $299,756 at 4% or $199,838 at 6%.
Northern Financial Advisors Cash Balance Plan-4$525,488$104,076$26,019iApproximate average salary by contribution assumption: employee only about $650,475 at 4% or $433,650 at 6%; with 50% employer match about $433,650 at 4% or $289,100 at 6%; with 100% employer match about $325,238 at 4% or $216,825 at 6%.
201929$3,121,130$337,040$37,449iApproximate average salary by contribution assumption: employee only about $936,222 at 4% or $624,148 at 6%; with 50% employer match about $624,148 at 4% or $416,099 at 6%; with 100% employer match about $468,111 at 4% or $312,074 at 6%.
Northern Financial Advisors Inc. 401K Safe Harbor Plan-9$2,748,957$233,652$25,961iApproximate average salary by contribution assumption: employee only about $649,033 at 4% or $432,689 at 6%; with 50% employer match about $432,689 at 4% or $288,459 at 6%; with 100% employer match about $324,517 at 4% or $216,344 at 6%.
Northern Financial Advisors Cash Balance Plan-4$372,173$103,388$25,847iApproximate average salary by contribution assumption: employee only about $646,175 at 4% or $430,783 at 6%; with 50% employer match about $430,783 at 4% or $287,189 at 6%; with 100% employer match about $323,088 at 4% or $215,392 at 6%.
201829$2,433,513$271,226$30,136iApproximate average salary by contribution assumption: employee only about $753,406 at 4% or $502,270 at 6%; with 50% employer match about $502,270 at 4% or $334,847 at 6%; with 100% employer match about $376,703 at 4% or $251,135 at 6%.
Northern Financial Advisors Inc. 401K Safe Harbor Plan-9$2,194,030$169,214$18,802iApproximate average salary by contribution assumption: employee only about $470,039 at 4% or $313,359 at 6%; with 50% employer match about $313,359 at 4% or $208,906 at 6%; with 100% employer match about $235,019 at 4% or $156,680 at 6%.
Northern Financial Advisors Cash Balance Plan-4$239,483$102,012$25,503iApproximate average salary by contribution assumption: employee only about $637,575 at 4% or $425,050 at 6%; with 50% employer match about $425,050 at 4% or $283,367 at 6%; with 100% employer match about $318,788 at 4% or $212,525 at 6%.
201729$2,261,927$237,048$26,339iApproximate average salary by contribution assumption: employee only about $658,467 at 4% or $438,978 at 6%; with 50% employer match about $438,978 at 4% or $292,652 at 6%; with 100% employer match about $329,233 at 4% or $219,489 at 6%.
Northern Financial Advisors Inc. 401K Safe Harbor Plan-9$2,118,029$154,353$17,150iApproximate average salary by contribution assumption: employee only about $428,758 at 4% or $285,839 at 6%; with 50% employer match about $285,839 at 4% or $190,559 at 6%; with 100% employer match about $214,379 at 4% or $142,919 at 6%.
Northern Financial Advisors Cash Balance Plan-4$143,898$82,695$20,674iApproximate average salary by contribution assumption: employee only about $516,844 at 4% or $344,563 at 6%; with 50% employer match about $344,563 at 4% or $229,708 at 6%; with 100% employer match about $258,422 at 4% or $172,281 at 6%.
201629$1,895,563$221,823$24,647iApproximate average salary by contribution assumption: employee only about $616,175 at 4% or $410,783 at 6%; with 50% employer match about $410,783 at 4% or $273,856 at 6%; with 100% employer match about $308,088 at 4% or $205,392 at 6%.
Northern Financial Advisors Inc. 401K Safe Harbor Plan-9$1,834,396$160,656$17,851iApproximate average salary by contribution assumption: employee only about $446,267 at 4% or $297,511 at 6%; with 50% employer match about $297,511 at 4% or $198,341 at 6%; with 100% employer match about $223,133 at 4% or $148,756 at 6%.
Northern Financial Advisors Cash Balance Plan-3$61,167$61,167$20,389iApproximate average salary by contribution assumption: employee only about $509,725 at 4% or $339,817 at 6%; with 50% employer match about $339,817 at 4% or $226,544 at 6%; with 100% employer match about $254,863 at 4% or $169,908 at 6%.
201517$1,568,979$157,446$22,492iApproximate average salary by contribution assumption: employee only about $562,307 at 4% or $374,871 at 6%; with 50% employer match about $374,871 at 4% or $249,914 at 6%; with 100% employer match about $281,154 at 4% or $187,436 at 6%.
Northern Financial Advisors Inc. 401K Safe Harbor Plan-7$1,568,979$157,446$22,492iApproximate average salary by contribution assumption: employee only about $562,307 at 4% or $374,871 at 6%; with 50% employer match about $374,871 at 4% or $249,914 at 6%; with 100% employer match about $281,154 at 4% or $187,436 at 6%.
2014112$1,548,452$151,969$12,664iApproximate average salary by contribution assumption: employee only about $316,602 at 4% or $211,068 at 6%; with 50% employer match about $211,068 at 4% or $140,712 at 6%; with 100% employer match about $158,301 at 4% or $105,534 at 6%.
Northern Financial Advisors Inc. 401K Safe Harbor Plan-12$1,548,452$151,969$12,664iApproximate average salary by contribution assumption: employee only about $316,602 at 4% or $211,068 at 6%; with 50% employer match about $211,068 at 4% or $140,712 at 6%; with 100% employer match about $158,301 at 4% or $105,534 at 6%.
2013111$1,310,054$95,644$8,695iApproximate average salary by contribution assumption: employee only about $217,373 at 4% or $144,915 at 6%; with 50% employer match about $144,915 at 4% or $96,610 at 6%; with 100% employer match about $108,686 at 4% or $72,458 at 6%.
Northern Financial Advisors Inc. 401K Safe Harbor Plan-11$1,310,054$95,644$8,695iApproximate average salary by contribution assumption: employee only about $217,373 at 4% or $144,915 at 6%; with 50% employer match about $144,915 at 4% or $96,610 at 6%; with 100% employer match about $108,686 at 4% or $72,458 at 6%.
2012113$1,065,571$95,871$7,375iApproximate average salary by contribution assumption: employee only about $184,367 at 4% or $122,912 at 6%; with 50% employer match about $122,912 at 4% or $81,941 at 6%; with 100% employer match about $92,184 at 4% or $61,456 at 6%.
Northern Financial Advisors Inc. 401K Safe Harbor Plan-13$1,065,571$95,871$7,375iApproximate average salary by contribution assumption: employee only about $184,367 at 4% or $122,912 at 6%; with 50% employer match about $122,912 at 4% or $81,941 at 6%; with 100% employer match about $92,184 at 4% or $61,456 at 6%.
2011113$881,362$207,496$15,961iApproximate average salary by contribution assumption: employee only about $399,031 at 4% or $266,021 at 6%; with 50% employer match about $266,021 at 4% or $177,347 at 6%; with 100% employer match about $199,515 at 4% or $133,010 at 6%.
Northern Financial Advisors Inc. 401K Safe Harbor Plan-13$881,362$207,496$15,961iApproximate average salary by contribution assumption: employee only about $399,031 at 4% or $266,021 at 6%; with 50% employer match about $266,021 at 4% or $177,347 at 6%; with 100% employer match about $199,515 at 4% or $133,010 at 6%.
2010112$671,425$76,768$6,397iApproximate average salary by contribution assumption: employee only about $159,933 at 4% or $106,622 at 6%; with 50% employer match about $106,622 at 4% or $71,081 at 6%; with 100% employer match about $79,967 at 4% or $53,311 at 6%.
Northern Financial Advisors Inc. 401K Safe Harbor Plan-12$671,425$76,768$6,397iApproximate average salary by contribution assumption: employee only about $159,933 at 4% or $106,622 at 6%; with 50% employer match about $106,622 at 4% or $71,081 at 6%; with 100% employer match about $79,967 at 4% or $53,311 at 6%.
2009110$721,799$98,220$9,822iApproximate average salary by contribution assumption: employee only about $245,550 at 4% or $163,700 at 6%; with 50% employer match about $163,700 at 4% or $109,133 at 6%; with 100% employer match about $122,775 at 4% or $81,850 at 6%.
Northern Financial Advisors Inc. 401K Safe Harbor Plan-10$721,799$98,220$9,822iApproximate average salary by contribution assumption: employee only about $245,550 at 4% or $163,700 at 6%; with 50% employer match about $163,700 at 4% or $109,133 at 6%; with 100% employer match about $122,775 at 4% or $81,850 at 6%.
200819$521,764$106,251$11,806iApproximate average salary by contribution assumption: employee only about $295,142 at 4% or $196,761 at 6%; with 50% employer match about $196,761 at 4% or $131,174 at 6%; with 100% employer match about $147,571 at 4% or $98,381 at 6%.
Northern Financial Advisors Inc. 401K Safe Harbor Plan-9$521,764$106,251$11,806iApproximate average salary by contribution assumption: employee only about $295,142 at 4% or $196,761 at 6%; with 50% employer match about $196,761 at 4% or $131,174 at 6%; with 100% employer match about $147,571 at 4% or $98,381 at 6%.
200718$642,545$104,150$13,019iApproximate average salary by contribution assumption: employee only about $325,469 at 4% or $216,979 at 6%; with 50% employer match about $216,979 at 4% or $144,653 at 6%; with 100% employer match about $162,734 at 4% or $108,490 at 6%.
Northern Financial Advisors Inc. 401K Safe Harbor Plan-8$642,545$104,150$13,019iApproximate average salary by contribution assumption: employee only about $325,469 at 4% or $216,979 at 6%; with 50% employer match about $216,979 at 4% or $144,653 at 6%; with 100% employer match about $162,734 at 4% or $108,490 at 6%.
2006110$646,561$121,203$12,120iApproximate average salary by contribution assumption: employee only about $303,008 at 4% or $202,005 at 6%; with 50% employer match about $202,005 at 4% or $134,670 at 6%; with 100% employer match about $151,504 at 4% or $101,003 at 6%.
Northern Financial Advisors Inc. 401K Safe Harbor Plan-10$646,561$121,203$12,120iApproximate average salary by contribution assumption: employee only about $303,008 at 4% or $202,005 at 6%; with 50% employer match about $202,005 at 4% or $134,670 at 6%; with 100% employer match about $151,504 at 4% or $101,003 at 6%.
2005110$471,180$108,050$10,805iApproximate average salary by contribution assumption: employee only about $270,125 at 4% or $180,083 at 6%; with 50% employer match about $180,083 at 4% or $120,056 at 6%; with 100% employer match about $135,063 at 4% or $90,042 at 6%.
Northern Financial Advisors Inc. 401K Safe Harbor Plan-10$471,180$108,050$10,805iApproximate average salary by contribution assumption: employee only about $270,125 at 4% or $180,083 at 6%; with 50% employer match about $180,083 at 4% or $120,056 at 6%; with 100% employer match about $135,063 at 4% or $90,042 at 6%.
2004113$327,447$318,059$24,466iApproximate average salary by contribution assumption: employee only about $611,652 at 4% or $407,768 at 6%; with 50% employer match about $407,768 at 4% or $271,845 at 6%; with 100% employer match about $305,826 at 4% or $203,884 at 6%.
Northern Financial Advisors Inc. 401K Safe Harbor Plan-13$327,447$318,059$24,466iApproximate average salary by contribution assumption: employee only about $611,652 at 4% or $407,768 at 6%; with 50% employer match about $407,768 at 4% or $271,845 at 6%; with 100% employer match about $305,826 at 4% or $203,884 at 6%.