Civic Intelligence

Financial Designs Ltd.

Plan context: Financial Designs Ltd. 401(K) Plan

EIN 46-1482771 • Denver, CO • 13 filings • 2 plans

7979 E. Tufts AvenueSuite 1550Denver, CO 80237
Current Snapshot

Latest Year

2025

2025 Participants

19

2025 Assets

$7,885,201

2025 Contributions

$351,031

Historical Graphs

Total Assets Over Time

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

$7,885,201$3,942,601$0201320192025YearValue
$7,885,201Latest year 2025

Participants Over Time

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

22110201320192025YearValue
19Latest 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
2025119$7,885,201$351,031$18,475iApproximate average salary by contribution assumption: employee only about $461,883 at 4% or $307,922 at 6%; with 50% employer match about $307,922 at 4% or $205,281 at 6%; with 100% employer match about $230,941 at 4% or $153,961 at 6%.
Financial Designs Ltd. 401(K) Plan-19$7,885,201$351,031$18,475iApproximate average salary by contribution assumption: employee only about $461,883 at 4% or $307,922 at 6%; with 50% employer match about $307,922 at 4% or $205,281 at 6%; with 100% employer match about $230,941 at 4% or $153,961 at 6%.
2024118$7,064,318$321,687$17,872iApproximate average salary by contribution assumption: employee only about $446,788 at 4% or $297,858 at 6%; with 50% employer match about $297,858 at 4% or $198,572 at 6%; with 100% employer match about $223,394 at 4% or $148,929 at 6%.
Financial Designs Ltd. 401(K) Plan-18$7,064,318$321,687$17,872iApproximate average salary by contribution assumption: employee only about $446,788 at 4% or $297,858 at 6%; with 50% employer match about $297,858 at 4% or $198,572 at 6%; with 100% employer match about $223,394 at 4% or $148,929 at 6%.
2023121$6,188,272$518,959$24,712iApproximate average salary by contribution assumption: employee only about $617,808 at 4% or $411,872 at 6%; with 50% employer match about $411,872 at 4% or $274,581 at 6%; with 100% employer match about $308,904 at 4% or $205,936 at 6%.
Financial Designs Ltd. 401(K) Plan-21$6,188,272$518,959$24,712iApproximate average salary by contribution assumption: employee only about $617,808 at 4% or $411,872 at 6%; with 50% employer match about $411,872 at 4% or $274,581 at 6%; with 100% employer match about $308,904 at 4% or $205,936 at 6%.
2022119$5,557,276$293,569$15,451iApproximate average salary by contribution assumption: employee only about $386,275 at 4% or $257,517 at 6%; with 50% employer match about $257,517 at 4% or $171,678 at 6%; with 100% employer match about $193,138 at 4% or $128,758 at 6%.
Financial Designs Ltd. 401(K) Plan-19$5,557,276$293,569$15,451iApproximate average salary by contribution assumption: employee only about $386,275 at 4% or $257,517 at 6%; with 50% employer match about $257,517 at 4% or $171,678 at 6%; with 100% employer match about $193,138 at 4% or $128,758 at 6%.
2021120$6,377,197$444,603$22,230iApproximate average salary by contribution assumption: employee only about $555,754 at 4% or $370,503 at 6%; with 50% employer match about $370,503 at 4% or $247,002 at 6%; with 100% employer match about $277,877 at 4% or $185,251 at 6%.
Financial Designs Ltd. 401(K) Plan-20$6,377,197$444,603$22,230iApproximate average salary by contribution assumption: employee only about $555,754 at 4% or $370,503 at 6%; with 50% employer match about $370,503 at 4% or $247,002 at 6%; with 100% employer match about $277,877 at 4% or $185,251 at 6%.
2020120$4,973,881$316,014$15,801iApproximate average salary by contribution assumption: employee only about $395,018 at 4% or $263,345 at 6%; with 50% employer match about $263,345 at 4% or $175,563 at 6%; with 100% employer match about $197,509 at 4% or $131,673 at 6%.
Financial Designs Ltd. 401(K) Plan-20$4,973,881$316,014$15,801iApproximate average salary by contribution assumption: employee only about $395,018 at 4% or $263,345 at 6%; with 50% employer match about $263,345 at 4% or $175,563 at 6%; with 100% employer match about $197,509 at 4% or $131,673 at 6%.
2019120$4,353,871$313,738$15,687iApproximate average salary by contribution assumption: employee only about $392,173 at 4% or $261,448 at 6%; with 50% employer match about $261,448 at 4% or $174,299 at 6%; with 100% employer match about $196,086 at 4% or $130,724 at 6%.
Financial Designs Ltd. 401(K) Plan-20$4,353,871$313,738$15,687iApproximate average salary by contribution assumption: employee only about $392,173 at 4% or $261,448 at 6%; with 50% employer match about $261,448 at 4% or $174,299 at 6%; with 100% employer match about $196,086 at 4% or $130,724 at 6%.
2018121$4,020,833$273,842$13,040iApproximate average salary by contribution assumption: employee only about $326,002 at 4% or $217,335 at 6%; with 50% employer match about $217,335 at 4% or $144,890 at 6%; with 100% employer match about $163,001 at 4% or $108,667 at 6%.
Financial Designs Ltd. 401(K) Plan-21$4,020,833$273,842$13,040iApproximate average salary by contribution assumption: employee only about $326,002 at 4% or $217,335 at 6%; with 50% employer match about $217,335 at 4% or $144,890 at 6%; with 100% employer match about $163,001 at 4% or $108,667 at 6%.
2017122$5,098,946$279,427$12,701iApproximate average salary by contribution assumption: employee only about $317,531 at 4% or $211,687 at 6%; with 50% employer match about $211,687 at 4% or $141,125 at 6%; with 100% employer match about $158,765 at 4% or $105,844 at 6%.
Financial Designs Ltd. 401(K) Plan-22$5,098,946$279,427$12,701iApproximate average salary by contribution assumption: employee only about $317,531 at 4% or $211,687 at 6%; with 50% employer match about $211,687 at 4% or $141,125 at 6%; with 100% employer match about $158,765 at 4% or $105,844 at 6%.
2016121$4,246,719$430,078$20,480iApproximate average salary by contribution assumption: employee only about $511,998 at 4% or $341,332 at 6%; with 50% employer match about $341,332 at 4% or $227,554 at 6%; with 100% employer match about $255,999 at 4% or $170,666 at 6%.
Financial Designs Ltd. 401(K) Plan-21$4,246,719$430,078$20,480iApproximate average salary by contribution assumption: employee only about $511,998 at 4% or $341,332 at 6%; with 50% employer match about $341,332 at 4% or $227,554 at 6%; with 100% employer match about $255,999 at 4% or $170,666 at 6%.
2015120$3,449,598$281,767$14,088iApproximate average salary by contribution assumption: employee only about $352,209 at 4% or $234,806 at 6%; with 50% employer match about $234,806 at 4% or $156,537 at 6%; with 100% employer match about $176,104 at 4% or $117,403 at 6%.
Financial Designs Ltd. 401(K) Plan-20$3,449,598$281,767$14,088iApproximate average salary by contribution assumption: employee only about $352,209 at 4% or $234,806 at 6%; with 50% employer match about $234,806 at 4% or $156,537 at 6%; with 100% employer match about $176,104 at 4% or $117,403 at 6%.
2014119$3,244,831$233,347$12,281iApproximate average salary by contribution assumption: employee only about $307,036 at 4% or $204,690 at 6%; with 50% employer match about $204,690 at 4% or $136,460 at 6%; with 100% employer match about $153,518 at 4% or $102,345 at 6%.
Financial Designs Ltd. 401(K) Plan-19$3,244,831$233,347$12,281iApproximate average salary by contribution assumption: employee only about $307,036 at 4% or $204,690 at 6%; with 50% employer match about $204,690 at 4% or $136,460 at 6%; with 100% employer match about $153,518 at 4% or $102,345 at 6%.
2013118$3,227,726$199,638$11,091iApproximate average salary by contribution assumption: employee only about $277,275 at 4% or $184,850 at 6%; with 50% employer match about $184,850 at 4% or $123,233 at 6%; with 100% employer match about $138,638 at 4% or $92,425 at 6%.
Financial Designs Ltd. 401(K) Plan-18$3,227,726$199,638$11,091iApproximate average salary by contribution assumption: employee only about $277,275 at 4% or $184,850 at 6%; with 50% employer match about $184,850 at 4% or $123,233 at 6%; with 100% employer match about $138,638 at 4% or $92,425 at 6%.