Civic Intelligence

Financial Advisors LLC

Plan context: Financial Advisors Retirement Plan

EIN 41-1896857 • Minneapolis, MN • 48 filings • 6 plans

706 Second Avenue South, Suite 850Minneapolis, MN 55402
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$12,268,104

2025 Contributions

$1,215,521

Historical Graphs

Total Assets Over Time

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

$12,268,104$6,134,052$0199920132025YearValue
$12,268,104Latest year 2025

Participants Over Time

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

1470199920122025YearValue
10Latest year 2025

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
2025110$12,268,104$1,215,521$121,552iApproximate average salary by contribution assumption: employee only about $3,038,803 at 4% or $2,025,868 at 6%; with 50% employer match about $2,025,868 at 4% or $1,350,579 at 6%; with 100% employer match about $1,519,401 at 4% or $1,012,934 at 6%.
Financial Advisors Retirement Plan-10$12,268,104$1,215,521$121,552iApproximate average salary by contribution assumption: employee only about $3,038,803 at 4% or $2,025,868 at 6%; with 50% employer match about $2,025,868 at 4% or $1,350,579 at 6%; with 100% employer match about $1,519,401 at 4% or $1,012,934 at 6%.
2024110$11,374,364$248,675$24,868iApproximate average salary by contribution assumption: employee only about $621,688 at 4% or $414,458 at 6%; with 50% employer match about $414,458 at 4% or $276,306 at 6%; with 100% employer match about $310,844 at 4% or $207,229 at 6%.
Financial Advisors Retirement Plan-10$11,374,364$248,675$24,868iApproximate average salary by contribution assumption: employee only about $621,688 at 4% or $414,458 at 6%; with 50% employer match about $414,458 at 4% or $276,306 at 6%; with 100% employer match about $310,844 at 4% or $207,229 at 6%.
202318$9,975,041$2,227,750$278,469iApproximate average salary by contribution assumption: employee only about $6,961,719 at 4% or $4,641,146 at 6%; with 50% employer match about $4,641,146 at 4% or $3,094,097 at 6%; with 100% employer match about $3,480,859 at 4% or $2,320,573 at 6%.
Financial Advisors Retirement Plan-8$9,975,041$2,227,750$278,469iApproximate average salary by contribution assumption: employee only about $6,961,719 at 4% or $4,641,146 at 6%; with 50% employer match about $4,641,146 at 4% or $3,094,097 at 6%; with 100% employer match about $3,480,859 at 4% or $2,320,573 at 6%.
202229$7,253,692$153,807$17,090iApproximate average salary by contribution assumption: employee only about $427,242 at 4% or $284,828 at 6%; with 50% employer match about $284,828 at 4% or $189,885 at 6%; with 100% employer match about $213,621 at 4% or $142,414 at 6%.
Financial Advisors Retirement Plan-9$7,253,692$153,807$17,090iApproximate average salary by contribution assumption: employee only about $427,242 at 4% or $284,828 at 6%; with 50% employer match about $284,828 at 4% or $189,885 at 6%; with 100% employer match about $213,621 at 4% or $142,414 at 6%.
Financial Advisors Money Purchase Pension Plan-0$0--
202129$11,247,479$297,537$33,060iApproximate average salary by contribution assumption: employee only about $826,492 at 4% or $550,994 at 6%; with 50% employer match about $550,994 at 4% or $367,330 at 6%; with 100% employer match about $413,246 at 4% or $275,497 at 6%.
Financial Advisors Retirement Plan-9$8,857,771$237,537$26,393iApproximate average salary by contribution assumption: employee only about $659,825 at 4% or $439,883 at 6%; with 50% employer match about $439,883 at 4% or $293,256 at 6%; with 100% employer match about $329,913 at 4% or $219,942 at 6%.
Financial Advisors Money Purchase Pension Plan-8$2,389,708$60,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
202028$9,534,255$279,187$34,898iApproximate average salary by contribution assumption: employee only about $872,459 at 4% or $581,640 at 6%; with 50% employer match about $581,640 at 4% or $387,760 at 6%; with 100% employer match about $436,230 at 4% or $290,820 at 6%.
Financial Advisors Retirement Plan-8$7,407,825$239,187$29,898iApproximate average salary by contribution assumption: employee only about $747,459 at 4% or $498,306 at 6%; with 50% employer match about $498,306 at 4% or $332,204 at 6%; with 100% employer match about $373,730 at 4% or $249,153 at 6%.
Financial Advisors Money Purchase Pension Plan-8$2,126,430$40,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
201928$7,645,697$250,403$31,300iApproximate average salary by contribution assumption: employee only about $782,509 at 4% or $521,673 at 6%; with 50% employer match about $521,673 at 4% or $347,782 at 6%; with 100% employer match about $391,255 at 4% or $260,836 at 6%.
Financial Advisors Retirement Plan-8$5,841,622$220,403$27,550iApproximate average salary by contribution assumption: employee only about $688,759 at 4% or $459,173 at 6%; with 50% employer match about $459,173 at 4% or $306,115 at 6%; with 100% employer match about $344,380 at 4% or $229,586 at 6%.
Financial Advisors Money Purchase Pension Plan-8$1,804,075$30,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
201828$6,068,036$282,705$35,338iApproximate average salary by contribution assumption: employee only about $883,453 at 4% or $588,969 at 6%; with 50% employer match about $588,969 at 4% or $392,646 at 6%; with 100% employer match about $441,727 at 4% or $294,484 at 6%.
Financial Advisors Retirement Plan-8$4,552,379$222,705$27,838iApproximate average salary by contribution assumption: employee only about $695,953 at 4% or $463,969 at 6%; with 50% employer match about $463,969 at 4% or $309,313 at 6%; with 100% employer match about $347,977 at 4% or $231,984 at 6%.
Financial Advisors Money Purchase Pension Plan-7$1,515,657$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%.
201728$5,811,728$347,706$43,463iApproximate average salary by contribution assumption: employee only about $1,086,581 at 4% or $724,388 at 6%; with 50% employer match about $724,388 at 4% or $482,925 at 6%; with 100% employer match about $543,291 at 4% or $362,194 at 6%.
Financial Advisors Retirement Plan-8$4,367,709$282,706$35,338iApproximate average salary by contribution assumption: employee only about $883,456 at 4% or $588,971 at 6%; with 50% employer match about $588,971 at 4% or $392,647 at 6%; with 100% employer match about $441,728 at 4% or $294,485 at 6%.
Financial Advisors Money Purchase Pension Plan-7$1,444,019$65,000$9,286iApproximate average salary by contribution assumption: employee only about $232,143 at 4% or $154,762 at 6%; with 50% employer match about $154,762 at 4% or $103,175 at 6%; with 100% employer match about $116,071 at 4% or $77,381 at 6%.
2016210$6,496,744$296,671$29,667iApproximate average salary by contribution assumption: employee only about $741,678 at 4% or $494,452 at 6%; with 50% employer match about $494,452 at 4% or $329,634 at 6%; with 100% employer match about $370,839 at 4% or $247,226 at 6%.
Financial Advisors Retirement Plan-10$5,256,604$215,713$21,571iApproximate average salary by contribution assumption: employee only about $539,283 at 4% or $359,522 at 6%; with 50% employer match about $359,522 at 4% or $239,681 at 6%; with 100% employer match about $269,641 at 4% or $179,761 at 6%.
Financial Advisors Money Purchase Pension Plan-7$1,240,140$80,958$11,565iApproximate average salary by contribution assumption: employee only about $289,136 at 4% or $192,757 at 6%; with 50% employer match about $192,757 at 4% or $128,505 at 6%; with 100% employer match about $144,568 at 4% or $96,379 at 6%.
2015211$6,572,357$499,774$45,434iApproximate average salary by contribution assumption: employee only about $1,135,850 at 4% or $757,233 at 6%; with 50% employer match about $757,233 at 4% or $504,822 at 6%; with 100% employer match about $567,925 at 4% or $378,617 at 6%.
Financial Advisors Retirement Plan-11$4,848,320$267,996$24,363iApproximate average salary by contribution assumption: employee only about $609,082 at 4% or $406,055 at 6%; with 50% employer match about $406,055 at 4% or $270,703 at 6%; with 100% employer match about $304,541 at 4% or $203,027 at 6%.
Financial Advisors Money Purchase Pension Plan-10$1,724,037$231,778$23,178iApproximate average salary by contribution assumption: employee only about $579,445 at 4% or $386,297 at 6%; with 50% employer match about $386,297 at 4% or $257,531 at 6%; with 100% employer match about $289,723 at 4% or $193,148 at 6%.
2014211$6,167,858$473,889$43,081iApproximate average salary by contribution assumption: employee only about $1,077,020 at 4% or $718,014 at 6%; with 50% employer match about $718,014 at 4% or $478,676 at 6%; with 100% employer match about $538,510 at 4% or $359,007 at 6%.
Financial Advisors Retirement Plan-11$4,657,091$299,348$27,213iApproximate average salary by contribution assumption: employee only about $680,336 at 4% or $453,558 at 6%; with 50% employer match about $453,558 at 4% or $302,372 at 6%; with 100% employer match about $340,168 at 4% or $226,779 at 6%.
Financial Advisors Money Purchase Pension Plan-10$1,510,767$174,541$17,454iApproximate average salary by contribution assumption: employee only about $436,352 at 4% or $290,902 at 6%; with 50% employer match about $290,902 at 4% or $193,934 at 6%; with 100% employer match about $218,176 at 4% or $145,451 at 6%.
2013211$5,465,131$461,188$41,926iApproximate average salary by contribution assumption: employee only about $1,048,155 at 4% or $698,770 at 6%; with 50% employer match about $698,770 at 4% or $465,846 at 6%; with 100% employer match about $524,077 at 4% or $349,385 at 6%.
Financial Advisors Retirement Plan-11$4,181,882$290,675$26,425iApproximate average salary by contribution assumption: employee only about $660,625 at 4% or $440,417 at 6%; with 50% employer match about $440,417 at 4% or $293,611 at 6%; with 100% employer match about $330,313 at 4% or $220,208 at 6%.
Financial Advisors Money Purchase Pension Plan-9$1,283,249$170,513$18,946iApproximate average salary by contribution assumption: employee only about $473,647 at 4% or $315,765 at 6%; with 50% employer match about $315,765 at 4% or $210,510 at 6%; with 100% employer match about $236,824 at 4% or $157,882 at 6%.
2012211$4,369,982$448,847$40,804iApproximate average salary by contribution assumption: employee only about $1,020,107 at 4% or $680,071 at 6%; with 50% employer match about $680,071 at 4% or $453,381 at 6%; with 100% employer match about $510,053 at 4% or $340,036 at 6%.
Financial Advisors Retirement Plan-11$3,319,784$279,933$25,448iApproximate average salary by contribution assumption: employee only about $636,211 at 4% or $424,141 at 6%; with 50% employer match about $424,141 at 4% or $282,761 at 6%; with 100% employer match about $318,106 at 4% or $212,070 at 6%.
Financial Advisors Money Purchase Pension Plan-9$1,050,198$168,914$18,768iApproximate average salary by contribution assumption: employee only about $469,206 at 4% or $312,804 at 6%; with 50% employer match about $312,804 at 4% or $208,536 at 6%; with 100% employer match about $234,603 at 4% or $156,402 at 6%.
2011212$3,569,127$411,273$34,273iApproximate average salary by contribution assumption: employee only about $856,819 at 4% or $571,213 at 6%; with 50% employer match about $571,213 at 4% or $380,808 at 6%; with 100% employer match about $428,409 at 4% or $285,606 at 6%.
Financial Advisors Retirement Plan-12$2,734,734$248,707$20,726iApproximate average salary by contribution assumption: employee only about $518,140 at 4% or $345,426 at 6%; with 50% employer match about $345,426 at 4% or $230,284 at 6%; with 100% employer match about $259,070 at 4% or $172,713 at 6%.
Financial Advisors Money Purchase Pension Plan-9$834,393$162,566$18,063iApproximate average salary by contribution assumption: employee only about $451,572 at 4% or $301,048 at 6%; with 50% employer match about $301,048 at 4% or $200,699 at 6%; with 100% employer match about $225,786 at 4% or $150,524 at 6%.
2010213$3,359,092$522,826$40,217iApproximate average salary by contribution assumption: employee only about $1,005,435 at 4% or $670,290 at 6%; with 50% employer match about $670,290 at 4% or $446,860 at 6%; with 100% employer match about $502,717 at 4% or $335,145 at 6%.
Financial Advisors Retirement Plan-13$2,702,313$213,347$16,411iApproximate average salary by contribution assumption: employee only about $410,283 at 4% or $273,522 at 6%; with 50% employer match about $273,522 at 4% or $182,348 at 6%; with 100% employer match about $205,141 at 4% or $136,761 at 6%.
Financial Advisors Money Purchase Pension Plan-10$656,779$309,479$30,948iApproximate average salary by contribution assumption: employee only about $773,698 at 4% or $515,798 at 6%; with 50% employer match about $515,798 at 4% or $343,866 at 6%; with 100% employer match about $386,849 at 4% or $257,899 at 6%.
2009214$2,571,369$325,296$23,235iApproximate average salary by contribution assumption: employee only about $580,886 at 4% or $387,257 at 6%; with 50% employer match about $387,257 at 4% or $258,171 at 6%; with 100% employer match about $290,443 at 4% or $193,629 at 6%.
Financial Advisors Retirement Plan-14$2,256,995$242,799$17,343iApproximate average salary by contribution assumption: employee only about $433,570 at 4% or $289,046 at 6%; with 50% employer match about $289,046 at 4% or $192,698 at 6%; with 100% employer match about $216,785 at 4% or $144,523 at 6%.
Financial Advisors Money Purchase Pension Plan-9$314,374$82,497$9,166iApproximate average salary by contribution assumption: employee only about $229,158 at 4% or $152,772 at 6%; with 50% employer match about $152,772 at 4% or $101,848 at 6%; with 100% employer match about $114,579 at 4% or $76,386 at 6%.
200828$1,816,869$299,071$37,384iApproximate average salary by contribution assumption: employee only about $934,597 at 4% or $623,065 at 6%; with 50% employer match about $623,065 at 4% or $415,376 at 6%; with 100% employer match about $467,298 at 4% or $311,532 at 6%.
Financial Advisors Retirement Plan-8$1,610,434$214,533$26,817iApproximate average salary by contribution assumption: employee only about $670,416 at 4% or $446,944 at 6%; with 50% employer match about $446,944 at 4% or $297,963 at 6%; with 100% employer match about $335,208 at 4% or $223,472 at 6%.
Financial Advisors Money Purchase Pension Plan-8$206,435$84,538$10,567iApproximate average salary by contribution assumption: employee only about $264,181 at 4% or $176,121 at 6%; with 50% employer match about $176,121 at 4% or $117,414 at 6%; with 100% employer match about $132,091 at 4% or $88,060 at 6%.
200729$0$0-
Financial Advisors Retirement Plan-9---
Financial Advisors Money Purchase Pension Plan-7---
200629$2,100,727$354,161$39,351iApproximate average salary by contribution assumption: employee only about $983,781 at 4% or $655,854 at 6%; with 50% employer match about $655,854 at 4% or $437,236 at 6%; with 100% employer match about $491,890 at 4% or $327,927 at 6%.
Financial Advisors Retirement Plan-9$2,031,108$284,542$31,616iApproximate average salary by contribution assumption: employee only about $790,394 at 4% or $526,930 at 6%; with 50% employer match about $526,930 at 4% or $351,286 at 6%; with 100% employer match about $395,197 at 4% or $263,465 at 6%.
Financial Advisors Money Purchase Pension Plan-6$69,619$69,619$11,603iApproximate average salary by contribution assumption: employee only about $290,079 at 4% or $193,386 at 6%; with 50% employer match about $193,386 at 4% or $128,924 at 6%; with 100% employer match about $145,040 at 4% or $96,693 at 6%.
200518$1,499,567$117,356$14,670iApproximate average salary by contribution assumption: employee only about $366,738 at 4% or $244,492 at 6%; with 50% employer match about $244,492 at 4% or $162,994 at 6%; with 100% employer match about $183,369 at 4% or $122,246 at 6%.
Financial Advisors Retirement Plan-8$1,499,567$117,356$14,670iApproximate average salary by contribution assumption: employee only about $366,738 at 4% or $244,492 at 6%; with 50% employer match about $244,492 at 4% or $162,994 at 6%; with 100% employer match about $183,369 at 4% or $122,246 at 6%.
200414$1,257,700$120,723$30,181iApproximate average salary by contribution assumption: employee only about $754,519 at 4% or $503,013 at 6%; with 50% employer match about $503,013 at 4% or $335,342 at 6%; with 100% employer match about $377,259 at 4% or $251,506 at 6%.
Financial Advisors Retirement Plan-4$1,257,700$120,723$30,181iApproximate average salary by contribution assumption: employee only about $754,519 at 4% or $503,013 at 6%; with 50% employer match about $503,013 at 4% or $335,342 at 6%; with 100% employer match about $377,259 at 4% or $251,506 at 6%.
200315$980,964$163,432$32,686iApproximate average salary by contribution assumption: employee only about $817,160 at 4% or $544,773 at 6%; with 50% employer match about $544,773 at 4% or $363,182 at 6%; with 100% employer match about $408,580 at 4% or $272,387 at 6%.
Financial Advisors Retirement Plan-5$980,964$163,432$32,686iApproximate average salary by contribution assumption: employee only about $817,160 at 4% or $544,773 at 6%; with 50% employer match about $544,773 at 4% or $363,182 at 6%; with 100% employer match about $408,580 at 4% or $272,387 at 6%.
200227$665,711$152,111$21,730iApproximate average salary by contribution assumption: employee only about $543,254 at 4% or $362,169 at 6%; with 50% employer match about $362,169 at 4% or $241,446 at 6%; with 100% employer match about $271,627 at 4% or $181,085 at 6%.
Financial Advisors Retirement Plan-7$665,711$152,111$21,730iApproximate average salary by contribution assumption: employee only about $543,254 at 4% or $362,169 at 6%; with 50% employer match about $362,169 at 4% or $241,446 at 6%; with 100% employer match about $271,627 at 4% or $181,085 at 6%.
Financial Advisors Money Purchase Pension Plan-0---
200125$652,881$42,174$8,435iApproximate average salary by contribution assumption: employee only about $210,870 at 4% or $140,580 at 6%; with 50% employer match about $140,580 at 4% or $93,720 at 6%; with 100% employer match about $105,435 at 4% or $70,290 at 6%.
Financial Advisors Retirement Plan-5$540,106$18,326$3,665iApproximate average salary by contribution assumption: employee only about $91,630 at 4% or $61,087 at 6%; with 50% employer match about $61,087 at 4% or $40,724 at 6%; with 100% employer match about $45,815 at 4% or $30,543 at 6%.
Financial Advisors Money Purchase Pension Plan-5$112,775$23,848$4,770iApproximate average salary by contribution assumption: employee only about $119,240 at 4% or $79,493 at 6%; with 50% employer match about $79,493 at 4% or $52,996 at 6%; with 100% employer match about $59,620 at 4% or $39,747 at 6%.
200023$636,925$31,286$10,429iApproximate average salary by contribution assumption: employee only about $260,717 at 4% or $173,811 at 6%; with 50% employer match about $173,811 at 4% or $115,874 at 6%; with 100% employer match about $130,358 at 4% or $86,906 at 6%.
Financial Advisors Retirement Plan-3$537,693$13,426$4,475iApproximate average salary by contribution assumption: employee only about $111,883 at 4% or $74,589 at 6%; with 50% employer match about $74,589 at 4% or $49,726 at 6%; with 100% employer match about $55,942 at 4% or $37,294 at 6%.
Financial Advisors Money Purchase Pension Plan-3$99,232$17,860$5,953iApproximate average salary by contribution assumption: employee only about $148,833 at 4% or $99,222 at 6%; with 50% employer match about $99,222 at 4% or $66,148 at 6%; with 100% employer match about $74,417 at 4% or $49,611 at 6%.
199924$600,972$104,698$26,175iApproximate average salary by contribution assumption: employee only about $654,363 at 4% or $436,242 at 6%; with 50% employer match about $436,242 at 4% or $290,828 at 6%; with 100% employer match about $327,181 at 4% or $218,121 at 6%.
Financial Advisors Retirement Plan-4$504,241$12,404$3,101iApproximate average salary by contribution assumption: employee only about $77,525 at 4% or $51,683 at 6%; with 50% employer match about $51,683 at 4% or $34,456 at 6%; with 100% employer match about $38,763 at 4% or $25,842 at 6%.
Financial Advisors Money Purchase Pension Plan-4$96,731$92,294$23,074iApproximate average salary by contribution assumption: employee only about $576,838 at 4% or $384,558 at 6%; with 50% employer match about $384,558 at 4% or $256,372 at 6%; with 100% employer match about $288,419 at 4% or $192,279 at 6%.