Civic Intelligence

Focus Financial Center LLC

Plan context: Focus Financial Center LLC 401 K Profit Sharing Plan Trust

EIN 46-1025031 • North Haven, CT • 10 filings • 2 plans

250 State St Unit F1North Haven, CT 06473-2182
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$1,112,910

2025 Contributions

$117,316

Historical Graphs

Total Assets Over Time

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

$1,112,910$556,455$0201620212025YearValue
$1,112,910Latest year 2025

Participants Over Time

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

840201620212025YearValue
6Latest 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
202516$1,112,910$117,316$19,553iApproximate average salary by contribution assumption: employee only about $488,817 at 4% or $325,878 at 6%; with 50% employer match about $325,878 at 4% or $217,252 at 6%; with 100% employer match about $244,408 at 4% or $162,939 at 6%.
Focus Financial Center LLC 401 K Profit Sharing Plan Trust-6$1,112,910$117,316$19,553iApproximate average salary by contribution assumption: employee only about $488,817 at 4% or $325,878 at 6%; with 50% employer match about $325,878 at 4% or $217,252 at 6%; with 100% employer match about $244,408 at 4% or $162,939 at 6%.
202416$862,941$114,783$19,131iApproximate average salary by contribution assumption: employee only about $478,263 at 4% or $318,842 at 6%; with 50% employer match about $318,842 at 4% or $212,561 at 6%; with 100% employer match about $239,131 at 4% or $159,421 at 6%.
Focus Financial Center LLC 401 K Profit Sharing Plan Trust-6$862,941$114,783$19,131iApproximate average salary by contribution assumption: employee only about $478,263 at 4% or $318,842 at 6%; with 50% employer match about $318,842 at 4% or $212,561 at 6%; with 100% employer match about $239,131 at 4% or $159,421 at 6%.
202316$675,348$108,303$18,051iApproximate average salary by contribution assumption: employee only about $451,263 at 4% or $300,842 at 6%; with 50% employer match about $300,842 at 4% or $200,561 at 6%; with 100% employer match about $225,631 at 4% or $150,421 at 6%.
Focus Financial Center LLC 401 K Profit Sharing Plan Trust-6$675,348$108,303$18,051iApproximate average salary by contribution assumption: employee only about $451,263 at 4% or $300,842 at 6%; with 50% employer match about $300,842 at 4% or $200,561 at 6%; with 100% employer match about $225,631 at 4% or $150,421 at 6%.
202215$480,722$114,580$22,916iApproximate average salary by contribution assumption: employee only about $572,900 at 4% or $381,933 at 6%; with 50% employer match about $381,933 at 4% or $254,622 at 6%; with 100% employer match about $286,450 at 4% or $190,967 at 6%.
Focus Financial Center LLC 401 K Profit Sharing Plan Trust-5$480,722$114,580$22,916iApproximate average salary by contribution assumption: employee only about $572,900 at 4% or $381,933 at 6%; with 50% employer match about $381,933 at 4% or $254,622 at 6%; with 100% employer match about $286,450 at 4% or $190,967 at 6%.
202116$479,273$87,322$14,554iApproximate average salary by contribution assumption: employee only about $363,842 at 4% or $242,561 at 6%; with 50% employer match about $242,561 at 4% or $161,707 at 6%; with 100% employer match about $181,921 at 4% or $121,281 at 6%.
Focus Financial Center LLC 401 K Profit Sharing Plan Trust-6$479,273$87,322$14,554iApproximate average salary by contribution assumption: employee only about $363,842 at 4% or $242,561 at 6%; with 50% employer match about $242,561 at 4% or $161,707 at 6%; with 100% employer match about $181,921 at 4% or $121,281 at 6%.
202017$330,090$77,401$11,057iApproximate average salary by contribution assumption: employee only about $276,432 at 4% or $184,288 at 6%; with 50% employer match about $184,288 at 4% or $122,859 at 6%; with 100% employer match about $138,216 at 4% or $92,144 at 6%.
Focus Financial Center LLC 401 K Profit Sharing Plan Trust-7$330,090$77,401$11,057iApproximate average salary by contribution assumption: employee only about $276,432 at 4% or $184,288 at 6%; with 50% employer match about $184,288 at 4% or $122,859 at 6%; with 100% employer match about $138,216 at 4% or $92,144 at 6%.
201917$194,889$58,460$8,351iApproximate average salary by contribution assumption: employee only about $208,786 at 4% or $139,190 at 6%; with 50% employer match about $139,190 at 4% or $92,794 at 6%; with 100% employer match about $104,393 at 4% or $69,595 at 6%.
Focus Financial Center LLC 401 K Profit Sharing Plan Trust-7$194,889$58,460$8,351iApproximate average salary by contribution assumption: employee only about $208,786 at 4% or $139,190 at 6%; with 50% employer match about $139,190 at 4% or $92,794 at 6%; with 100% employer match about $104,393 at 4% or $69,595 at 6%.
201815$102,605$58,388$11,678iApproximate average salary by contribution assumption: employee only about $291,940 at 4% or $194,627 at 6%; with 50% employer match about $194,627 at 4% or $129,751 at 6%; with 100% employer match about $145,970 at 4% or $97,313 at 6%.
Focus Financial Center LLC 401 K Profit Sharing Plan Trust-5$102,605$58,388$11,678iApproximate average salary by contribution assumption: employee only about $291,940 at 4% or $194,627 at 6%; with 50% employer match about $194,627 at 4% or $129,751 at 6%; with 100% employer match about $145,970 at 4% or $97,313 at 6%.
201718$68,205$42,806$5,351iApproximate average salary by contribution assumption: employee only about $133,769 at 4% or $89,179 at 6%; with 50% employer match about $89,179 at 4% or $59,453 at 6%; with 100% employer match about $66,884 at 4% or $44,590 at 6%.
Focus Financial Center LLC 401 K Profit Sharing Plan Trust-8$68,205$42,806$5,351iApproximate average salary by contribution assumption: employee only about $133,769 at 4% or $89,179 at 6%; with 50% employer match about $89,179 at 4% or $59,453 at 6%; with 100% employer match about $66,884 at 4% or $44,590 at 6%.
201618$21,943$21,667$2,708iApproximate average salary by contribution assumption: employee only about $67,709 at 4% or $45,140 at 6%; with 50% employer match about $45,140 at 4% or $30,093 at 6%; with 100% employer match about $33,855 at 4% or $22,570 at 6%.
Focus Financial Center LLC 401 K Profit Sharing Plan Trust-8$21,943$21,667$2,708iApproximate average salary by contribution assumption: employee only about $67,709 at 4% or $45,140 at 6%; with 50% employer match about $45,140 at 4% or $30,093 at 6%; with 100% employer match about $33,855 at 4% or $22,570 at 6%.