Elm44 Financial Group
Plan context: Elm44 401(K) Plan
EIN 46-1735380 • Naples, FL • 10 filings • 1 plans
Current Snapshot
Latest Year
2022
2022 Participants
2
2022 Assets
$2,226,680
2022 Contributions
$94,250
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 2 | $2,226,680 | $94,250 | $47,125iApproximate average salary by contribution assumption: employee only about $1,178,125 at 4% or $785,417 at 6%; with 50% employer match about $785,417 at 4% or $523,611 at 6%; with 100% employer match about $589,063 at 4% or $392,708 at 6%. |
| Elm44 401(K) Plan | - | 2 | $2,226,680 | $94,250 | $47,125iApproximate average salary by contribution assumption: employee only about $1,178,125 at 4% or $785,417 at 6%; with 50% employer match about $785,417 at 4% or $523,611 at 6%; with 100% employer match about $589,063 at 4% or $392,708 at 6%. |
| 2021 | 1 | 2 | $2,808,889 | $87,500 | $43,750iApproximate average salary by contribution assumption: employee only about $1,093,750 at 4% or $729,167 at 6%; with 50% employer match about $729,167 at 4% or $486,111 at 6%; with 100% employer match about $546,875 at 4% or $364,583 at 6%. |
| Elm44 401(K) Plan | - | 2 | $2,808,889 | $87,500 | $43,750iApproximate average salary by contribution assumption: employee only about $1,093,750 at 4% or $729,167 at 6%; with 50% employer match about $729,167 at 4% or $486,111 at 6%; with 100% employer match about $546,875 at 4% or $364,583 at 6%. |
| 2020 | 1 | 3 | $2,276,969 | $25,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| Elm44 401(K) Plan | - | 3 | $2,276,969 | $25,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| 2019 | 1 | 3 | $1,682,062 | $25,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| Elm44 401(K) Plan | - | 3 | $1,682,062 | $25,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| 2018 | 1 | 3 | $1,187,946 | $151,896 | $50,632iApproximate average salary by contribution assumption: employee only about $1,265,800 at 4% or $843,867 at 6%; with 50% employer match about $843,867 at 4% or $562,578 at 6%; with 100% employer match about $632,900 at 4% or $421,933 at 6%. |
| Elm44 401(K) Plan | - | 3 | $1,187,946 | $151,896 | $50,632iApproximate average salary by contribution assumption: employee only about $1,265,800 at 4% or $843,867 at 6%; with 50% employer match about $843,867 at 4% or $562,578 at 6%; with 100% employer match about $632,900 at 4% or $421,933 at 6%. |
| 2017 | 1 | 2 | $1,167,012 | $108,000 | $54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%. |
| Elm44 401(K) Plan | - | 2 | $1,167,012 | $108,000 | $54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%. |
| 2016 | 1 | 2 | $830,967 | $106,000 | $53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%. |
| Elm44 401(K) Plan | - | 2 | $830,967 | $106,000 | $53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%. |
| 2015 | 1 | 2 | $628,384 | $106,000 | $53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%. |
| Elm44 401(K) Plan | - | 2 | $628,384 | $106,000 | $53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%. |
| 2014 | 1 | 2 | $548,914 | $104,000 | $52,000iApproximate average salary by contribution assumption: employee only about $1,300,000 at 4% or $866,667 at 6%; with 50% employer match about $866,667 at 4% or $577,778 at 6%; with 100% employer match about $650,000 at 4% or $433,333 at 6%. |
| Elm44 401(K) Plan | - | 2 | $548,914 | $104,000 | $52,000iApproximate average salary by contribution assumption: employee only about $1,300,000 at 4% or $866,667 at 6%; with 50% employer match about $866,667 at 4% or $577,778 at 6%; with 100% employer match about $650,000 at 4% or $433,333 at 6%. |
| 2013 | 1 | 2 | $402,749 | $402,267 | $201,134iApproximate average salary by contribution assumption: employee only about $5,028,338 at 4% or $3,352,225 at 6%; with 50% employer match about $3,352,225 at 4% or $2,234,817 at 6%; with 100% employer match about $2,514,169 at 4% or $1,676,113 at 6%. |
| Elm44 401(K) Plan | - | 2 | $402,749 | $402,267 | $201,134iApproximate average salary by contribution assumption: employee only about $5,028,338 at 4% or $3,352,225 at 6%; with 50% employer match about $3,352,225 at 4% or $2,234,817 at 6%; with 100% employer match about $2,514,169 at 4% or $1,676,113 at 6%. |