Civic Intelligence

Falcon Financial Advisors LLC.

Plan context: Falcon Financial Advisors 401(K) Plan

EIN 45-3278231 • Louisville, KY • 3 filings • 1 plans

9900 Corporate Campus Drive3000Louisville, KY 40223
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$34,227

2025 Contributions

$18,795

Historical Graphs

Total Assets Over Time

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

$34,227$17,114$020232024YearValue
$34,227Latest year 2024

Participants Over Time

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

21020232024YearValue
2Latest 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
202510$0$18,795-
Falcon Financial Advisors 401(K) Plan-0$0$18,795-
202412$34,227$19,596$9,798iApproximate average salary by contribution assumption: employee only about $244,950 at 4% or $163,300 at 6%; with 50% employer match about $163,300 at 4% or $108,867 at 6%; with 100% employer match about $122,475 at 4% or $81,650 at 6%.
Falcon Financial Advisors 401(K) Plan-2$34,227$19,596$9,798iApproximate average salary by contribution assumption: employee only about $244,950 at 4% or $163,300 at 6%; with 50% employer match about $163,300 at 4% or $108,867 at 6%; with 100% employer match about $122,475 at 4% or $81,650 at 6%.
202312$11,492$10,466$5,233iApproximate average salary by contribution assumption: employee only about $130,825 at 4% or $87,217 at 6%; with 50% employer match about $87,217 at 4% or $58,144 at 6%; with 100% employer match about $65,413 at 4% or $43,608 at 6%.
Falcon Financial Advisors 401(K) Plan-2$11,492$10,466$5,233iApproximate average salary by contribution assumption: employee only about $130,825 at 4% or $87,217 at 6%; with 50% employer match about $87,217 at 4% or $58,144 at 6%; with 100% employer match about $65,413 at 4% or $43,608 at 6%.