Civic Intelligence

Finalsite Holdings Inc.

Plan context: Finalsite 401K Plan

EIN 45-5495914 • Glastonbury, CT • 13 filings • 3 plans

655 Winding Brook DriveGlastonbury, CT 06033
Current Snapshot

Latest Year

2024

2024 Participants

344

2024 Assets

$39,666,737

2024 Contributions

$6,427,989

Historical Graphs

Total Assets Over Time

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

$39,666,737$19,833,369$0201320192024YearValue
$39,666,737Latest year 2024

Participants Over Time

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

3491750201320192024YearValue
344Latest 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
20241344$39,666,737$6,427,989$18,686iApproximate average salary by contribution assumption: employee only about $467,150 at 4% or $311,434 at 6%; with 50% employer match about $311,434 at 4% or $207,622 at 6%; with 100% employer match about $233,575 at 4% or $155,717 at 6%.
Finalsite 401K Plan-344$39,666,737$6,427,989$18,686iApproximate average salary by contribution assumption: employee only about $467,150 at 4% or $311,434 at 6%; with 50% employer match about $311,434 at 4% or $207,622 at 6%; with 100% employer match about $233,575 at 4% or $155,717 at 6%.
20231349$29,837,484$5,470,015$15,673iApproximate average salary by contribution assumption: employee only about $391,835 at 4% or $261,223 at 6%; with 50% employer match about $261,223 at 4% or $174,149 at 6%; with 100% employer match about $195,917 at 4% or $130,612 at 6%.
Finalsite 401K Plan-349$29,837,484$5,470,015$15,673iApproximate average salary by contribution assumption: employee only about $391,835 at 4% or $261,223 at 6%; with 50% employer match about $261,223 at 4% or $174,149 at 6%; with 100% employer match about $195,917 at 4% or $130,612 at 6%.
20221348$21,668,078$7,473,975$21,477iApproximate average salary by contribution assumption: employee only about $536,923 at 4% or $357,949 at 6%; with 50% employer match about $357,949 at 4% or $238,633 at 6%; with 100% employer match about $268,462 at 4% or $178,974 at 6%.
Finalsite 401K Plan-348$21,668,078$7,473,975$21,477iApproximate average salary by contribution assumption: employee only about $536,923 at 4% or $357,949 at 6%; with 50% employer match about $357,949 at 4% or $238,633 at 6%; with 100% employer match about $268,462 at 4% or $178,974 at 6%.
20211158$18,782,848$1,719,684$10,884iApproximate average salary by contribution assumption: employee only about $272,102 at 4% or $181,401 at 6%; with 50% employer match about $181,401 at 4% or $120,934 at 6%; with 100% employer match about $136,051 at 4% or $90,701 at 6%.
Finalsite 401K Plan-158$18,782,848$1,719,684$10,884iApproximate average salary by contribution assumption: employee only about $272,102 at 4% or $181,401 at 6%; with 50% employer match about $181,401 at 4% or $120,934 at 6%; with 100% employer match about $136,051 at 4% or $90,701 at 6%.
20201133$15,702,794$1,434,628$10,787iApproximate average salary by contribution assumption: employee only about $269,667 at 4% or $179,778 at 6%; with 50% employer match about $179,778 at 4% or $119,852 at 6%; with 100% employer match about $134,833 at 4% or $89,889 at 6%.
Finalsite 401K Plan-133$15,702,794$1,434,628$10,787iApproximate average salary by contribution assumption: employee only about $269,667 at 4% or $179,778 at 6%; with 50% employer match about $179,778 at 4% or $119,852 at 6%; with 100% employer match about $134,833 at 4% or $89,889 at 6%.
20191140$12,114,804$1,292,709$9,234iApproximate average salary by contribution assumption: employee only about $230,841 at 4% or $153,894 at 6%; with 50% employer match about $153,894 at 4% or $102,596 at 6%; with 100% employer match about $115,420 at 4% or $76,947 at 6%.
Finalsite 401K Plan-140$12,114,804$1,292,709$9,234iApproximate average salary by contribution assumption: employee only about $230,841 at 4% or $153,894 at 6%; with 50% employer match about $153,894 at 4% or $102,596 at 6%; with 100% employer match about $115,420 at 4% or $76,947 at 6%.
20181137$9,824,194$1,364,137$9,957iApproximate average salary by contribution assumption: employee only about $248,930 at 4% or $165,953 at 6%; with 50% employer match about $165,953 at 4% or $110,636 at 6%; with 100% employer match about $124,465 at 4% or $82,977 at 6%.
Finalsite 401K Plan-137$9,824,194$1,364,137$9,957iApproximate average salary by contribution assumption: employee only about $248,930 at 4% or $165,953 at 6%; with 50% employer match about $165,953 at 4% or $110,636 at 6%; with 100% employer match about $124,465 at 4% or $82,977 at 6%.
20172133$9,943,576$1,117,824$8,405iApproximate average salary by contribution assumption: employee only about $210,117 at 4% or $140,078 at 6%; with 50% employer match about $140,078 at 4% or $93,385 at 6%; with 100% employer match about $105,059 at 4% or $70,039 at 6%.
Finalsite 401K Plan-129$9,943,576$1,117,824$8,665iApproximate average salary by contribution assumption: employee only about $216,633 at 4% or $144,422 at 6%; with 50% employer match about $144,422 at 4% or $96,281 at 6%; with 100% employer match about $108,316 at 4% or $72,211 at 6%.
FINALSITE HOLDING LLC-133---
20161125$7,555,891$1,131,633$9,053iApproximate average salary by contribution assumption: employee only about $226,327 at 4% or $150,884 at 6%; with 50% employer match about $150,884 at 4% or $100,590 at 6%; with 100% employer match about $113,163 at 4% or $75,442 at 6%.
Finalsite 401K Plan-125$7,555,891$1,131,633$9,053iApproximate average salary by contribution assumption: employee only about $226,327 at 4% or $150,884 at 6%; with 50% employer match about $150,884 at 4% or $100,590 at 6%; with 100% employer match about $113,163 at 4% or $75,442 at 6%.
20151122$5,807,402$1,131,864$9,278iApproximate average salary by contribution assumption: employee only about $231,939 at 4% or $154,626 at 6%; with 50% employer match about $154,626 at 4% or $103,084 at 6%; with 100% employer match about $115,970 at 4% or $77,313 at 6%.
Finalsite 401K Plan-122$5,807,402$1,131,864$9,278iApproximate average salary by contribution assumption: employee only about $231,939 at 4% or $154,626 at 6%; with 50% employer match about $154,626 at 4% or $103,084 at 6%; with 100% employer match about $115,970 at 4% or $77,313 at 6%.
20141126$5,102,588$855,673$6,791iApproximate average salary by contribution assumption: employee only about $169,776 at 4% or $113,184 at 6%; with 50% employer match about $113,184 at 4% or $75,456 at 6%; with 100% employer match about $84,888 at 4% or $56,592 at 6%.
Finalsite 401K Plan-126$5,102,588$855,673$6,791iApproximate average salary by contribution assumption: employee only about $169,776 at 4% or $113,184 at 6%; with 50% employer match about $113,184 at 4% or $75,456 at 6%; with 100% employer match about $84,888 at 4% or $56,592 at 6%.
2013194$4,389,441$448,160$4,768iApproximate average salary by contribution assumption: employee only about $119,191 at 4% or $79,461 at 6%; with 50% employer match about $79,461 at 4% or $52,974 at 6%; with 100% employer match about $59,596 at 4% or $39,730 at 6%.
Finalsite 401K Plan-94$4,389,441$448,160$4,768iApproximate average salary by contribution assumption: employee only about $119,191 at 4% or $79,461 at 6%; with 50% employer match about $79,461 at 4% or $52,974 at 6%; with 100% employer match about $59,596 at 4% or $39,730 at 6%.