Current Snapshot
Latest Year
2024
2024 Participants
195
2024 Assets
$12,162,276
2024 Contributions
$3,070,765
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 | 2 | 195 | $12,162,276 | $3,070,765 | $15,748iApproximate average salary by contribution assumption: employee only about $393,688 at 4% or $262,459 at 6%; with 50% employer match about $262,459 at 4% or $174,972 at 6%; with 100% employer match about $196,844 at 4% or $131,229 at 6%. |
| Finquery 401(K) Plan | - | 170 | $12,162,276 | $3,070,765 | $18,063iApproximate average salary by contribution assumption: employee only about $451,583 at 4% or $301,055 at 6%; with 50% employer match about $301,055 at 4% or $200,704 at 6%; with 100% employer match about $225,792 at 4% or $150,528 at 6%. |
| Finquery LLC Welfare Benefit Plan | - | 195 | - | - | - |
| 2023 | 2 | 350 | $9,624,580 | $3,571,478 | $10,204iApproximate average salary by contribution assumption: employee only about $255,106 at 4% or $170,070 at 6%; with 50% employer match about $170,070 at 4% or $113,380 at 6%; with 100% employer match about $127,553 at 4% or $85,035 at 6%. |
| Finquery 401(K) Plan | - | 350 | $9,624,580 | $3,571,478 | $10,204iApproximate average salary by contribution assumption: employee only about $255,106 at 4% or $170,070 at 6%; with 50% employer match about $170,070 at 4% or $113,380 at 6%; with 100% employer match about $127,553 at 4% or $85,035 at 6%. |
| Finquery LLC Welfare Benefit Plan | - | 299 | - | - | - |
| 2022 | 2 | 359 | $5,400,098 | $3,423,940 | $9,537iApproximate average salary by contribution assumption: employee only about $238,436 at 4% or $158,957 at 6%; with 50% employer match about $158,957 at 4% or $105,972 at 6%; with 100% employer match about $119,218 at 4% or $79,479 at 6%. |
| Finquery 401(K) Plan | - | 359 | $5,400,098 | $3,423,940 | $9,537iApproximate average salary by contribution assumption: employee only about $238,436 at 4% or $158,957 at 6%; with 50% employer match about $158,957 at 4% or $105,972 at 6%; with 100% employer match about $119,218 at 4% or $79,479 at 6%. |
| Finquery LLC Welfare Benefit Plan | - | 346 | - | - | - |
| 2021 | 2 | 296 | $3,185,521 | $1,725,880 | $5,831iApproximate average salary by contribution assumption: employee only about $145,767 at 4% or $97,178 at 6%; with 50% employer match about $97,178 at 4% or $64,785 at 6%; with 100% employer match about $72,883 at 4% or $48,589 at 6%. |
| Finquery 401(K) Plan | - | 296 | $3,185,521 | $1,725,880 | $5,831iApproximate average salary by contribution assumption: employee only about $145,767 at 4% or $97,178 at 6%; with 50% employer match about $97,178 at 4% or $64,785 at 6%; with 100% employer match about $72,883 at 4% or $48,589 at 6%. |
| Finquery LLC Welfare Benefit Plan | - | 238 | - | - | - |
| 2020 | 2 | 264 | $1,450,242 | $911,221 | $3,452iApproximate average salary by contribution assumption: employee only about $86,290 at 4% or $57,527 at 6%; with 50% employer match about $57,527 at 4% or $38,351 at 6%; with 100% employer match about $43,145 at 4% or $28,763 at 6%. |
| Finquery 401(K) Plan | - | 264 | $1,450,242 | $911,221 | $3,452iApproximate average salary by contribution assumption: employee only about $86,290 at 4% or $57,527 at 6%; with 50% employer match about $57,527 at 4% or $38,351 at 6%; with 100% employer match about $43,145 at 4% or $28,763 at 6%. |
| Finquery LLC Welfare Benefit Plan | - | 161 | - | - | - |
| 2019 | 2 | 119 | $577,741 | $543,183 | $4,565iApproximate average salary by contribution assumption: employee only about $114,114 at 4% or $76,076 at 6%; with 50% employer match about $76,076 at 4% or $50,717 at 6%; with 100% employer match about $57,057 at 4% or $38,038 at 6%. |
| Finquery 401(K) Plan | - | 77 | $577,741 | $543,183 | $7,054iApproximate average salary by contribution assumption: employee only about $176,358 at 4% or $117,572 at 6%; with 50% employer match about $117,572 at 4% or $78,381 at 6%; with 100% employer match about $88,179 at 4% or $58,786 at 6%. |
| Finquery LLC Welfare Benefit Plan | - | 119 | - | - | - |