Civic Intelligence

Source Financial Advisors LLC

Plan context: Source Financial Advisors LLC 401(K) Plan

EIN 46-0645140 • New York, NY • 8 filings • 1 plans

545 Fifth Avenue Suite 1100New York, NY 10017
Current Snapshot

Latest Year

2019

2019 Participants

6

2019 Assets

$711,445

2019 Contributions

$90,119

Historical Graphs

Total Assets Over Time

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

$711,445$355,723$0201220152018YearValue
$711,445Latest year 2018

Participants Over Time

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

1050201220152018YearValue
6Latest year 2018

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
201910$0$0-
Source Financial Advisors LLC 401(K) Plan-0$0--
201816$711,445$90,119$15,020iApproximate average salary by contribution assumption: employee only about $375,496 at 4% or $250,331 at 6%; with 50% employer match about $250,331 at 4% or $166,887 at 6%; with 100% employer match about $187,748 at 4% or $125,165 at 6%.
Source Financial Advisors LLC 401(K) Plan-6$711,445$90,119$15,020iApproximate average salary by contribution assumption: employee only about $375,496 at 4% or $250,331 at 6%; with 50% employer match about $250,331 at 4% or $166,887 at 6%; with 100% employer match about $187,748 at 4% or $125,165 at 6%.
201716$678,423$85,855$14,309iApproximate average salary by contribution assumption: employee only about $357,729 at 4% or $238,486 at 6%; with 50% employer match about $238,486 at 4% or $158,991 at 6%; with 100% employer match about $178,865 at 4% or $119,243 at 6%.
Source Financial Advisors LLC 401(K) Plan-6$678,423$85,855$14,309iApproximate average salary by contribution assumption: employee only about $357,729 at 4% or $238,486 at 6%; with 50% employer match about $238,486 at 4% or $158,991 at 6%; with 100% employer match about $178,865 at 4% or $119,243 at 6%.
201617$511,808$103,233$14,748iApproximate average salary by contribution assumption: employee only about $368,689 at 4% or $245,793 at 6%; with 50% employer match about $245,793 at 4% or $163,862 at 6%; with 100% employer match about $184,345 at 4% or $122,896 at 6%.
Source Financial Advisors LLC 401(K) Plan-7$511,808$103,233$14,748iApproximate average salary by contribution assumption: employee only about $368,689 at 4% or $245,793 at 6%; with 50% employer match about $245,793 at 4% or $163,862 at 6%; with 100% employer match about $184,345 at 4% or $122,896 at 6%.
201518$614,332$87,380$10,923iApproximate average salary by contribution assumption: employee only about $273,063 at 4% or $182,042 at 6%; with 50% employer match about $182,042 at 4% or $121,361 at 6%; with 100% employer match about $136,531 at 4% or $91,021 at 6%.
Source Financial Advisors LLC 401(K) Plan-8$614,332$87,380$10,923iApproximate average salary by contribution assumption: employee only about $273,063 at 4% or $182,042 at 6%; with 50% employer match about $182,042 at 4% or $121,361 at 6%; with 100% employer match about $136,531 at 4% or $91,021 at 6%.
201419$646,728$137,666$15,296iApproximate average salary by contribution assumption: employee only about $382,406 at 4% or $254,937 at 6%; with 50% employer match about $254,937 at 4% or $169,958 at 6%; with 100% employer match about $191,203 at 4% or $127,469 at 6%.
Source Financial Advisors LLC 401(K) Plan-9$646,728$137,666$15,296iApproximate average salary by contribution assumption: employee only about $382,406 at 4% or $254,937 at 6%; with 50% employer match about $254,937 at 4% or $169,958 at 6%; with 100% employer match about $191,203 at 4% or $127,469 at 6%.
2013110$509,733$416,187$41,619iApproximate average salary by contribution assumption: employee only about $1,040,467 at 4% or $693,645 at 6%; with 50% employer match about $693,645 at 4% or $462,430 at 6%; with 100% employer match about $520,234 at 4% or $346,823 at 6%.
Source Financial Advisors LLC 401(K) Plan-10$509,733$416,187$41,619iApproximate average salary by contribution assumption: employee only about $1,040,467 at 4% or $693,645 at 6%; with 50% employer match about $693,645 at 4% or $462,430 at 6%; with 100% employer match about $520,234 at 4% or $346,823 at 6%.
201218$24,305$24,253$3,032iApproximate average salary by contribution assumption: employee only about $75,791 at 4% or $50,527 at 6%; with 50% employer match about $50,527 at 4% or $33,685 at 6%; with 100% employer match about $37,895 at 4% or $25,264 at 6%.
Source Financial Advisors LLC 401(K) Plan-8$24,305$24,253$3,032iApproximate average salary by contribution assumption: employee only about $75,791 at 4% or $50,527 at 6%; with 50% employer match about $50,527 at 4% or $33,685 at 6%; with 100% employer match about $37,895 at 4% or $25,264 at 6%.