Civic Intelligence

Halcyon Financial Management Ltd

Plan context: Halcyon Financial Management Ltd Psp 401K Plan

EIN 46-2033268 • Mount Vernon, OH • 13 filings • 2 plans

PO Box 332Mount Vernon, OH 43050
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$3,683,356

2025 Contributions

$337,461

Historical Graphs

Total Assets Over Time

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

$3,683,356$1,841,678$0201320192025YearValue
$3,683,356Latest year 2025

Participants Over Time

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

840201320192025YearValue
8Latest 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
202518$3,683,356$337,461$42,183iApproximate average salary by contribution assumption: employee only about $1,054,566 at 4% or $703,044 at 6%; with 50% employer match about $703,044 at 4% or $468,696 at 6%; with 100% employer match about $527,283 at 4% or $351,522 at 6%.
Halcyon Financial Management Ltd Psp 401K Plan-8$3,683,356$337,461$42,183iApproximate average salary by contribution assumption: employee only about $1,054,566 at 4% or $703,044 at 6%; with 50% employer match about $703,044 at 4% or $468,696 at 6%; with 100% employer match about $527,283 at 4% or $351,522 at 6%.
202418$2,806,713$328,634$41,079iApproximate average salary by contribution assumption: employee only about $1,026,981 at 4% or $684,654 at 6%; with 50% employer match about $684,654 at 4% or $456,436 at 6%; with 100% employer match about $513,491 at 4% or $342,327 at 6%.
Halcyon Financial Management Ltd Psp 401K Plan-8$2,806,713$328,634$41,079iApproximate average salary by contribution assumption: employee only about $1,026,981 at 4% or $684,654 at 6%; with 50% employer match about $684,654 at 4% or $456,436 at 6%; with 100% employer match about $513,491 at 4% or $342,327 at 6%.
202318$2,255,012$305,811$38,226iApproximate average salary by contribution assumption: employee only about $955,659 at 4% or $637,106 at 6%; with 50% employer match about $637,106 at 4% or $424,738 at 6%; with 100% employer match about $477,830 at 4% or $318,553 at 6%.
Halcyon Financial Management Ltd Psp 401K Plan-8$2,255,012$305,811$38,226iApproximate average salary by contribution assumption: employee only about $955,659 at 4% or $637,106 at 6%; with 50% employer match about $637,106 at 4% or $424,738 at 6%; with 100% employer match about $477,830 at 4% or $318,553 at 6%.
202218$1,765,665$277,115$34,639iApproximate average salary by contribution assumption: employee only about $865,984 at 4% or $577,323 at 6%; with 50% employer match about $577,323 at 4% or $384,882 at 6%; with 100% employer match about $432,992 at 4% or $288,661 at 6%.
Halcyon Financial Management Ltd Psp 401K Plan-8$1,765,665$277,115$34,639iApproximate average salary by contribution assumption: employee only about $865,984 at 4% or $577,323 at 6%; with 50% employer match about $577,323 at 4% or $384,882 at 6%; with 100% employer match about $432,992 at 4% or $288,661 at 6%.
202118$1,624,091$239,253$29,907iApproximate average salary by contribution assumption: employee only about $747,666 at 4% or $498,444 at 6%; with 50% employer match about $498,444 at 4% or $332,296 at 6%; with 100% employer match about $373,833 at 4% or $249,222 at 6%.
Halcyon Financial Management Ltd Psp 401K Plan-8$1,624,091$239,253$29,907iApproximate average salary by contribution assumption: employee only about $747,666 at 4% or $498,444 at 6%; with 50% employer match about $498,444 at 4% or $332,296 at 6%; with 100% employer match about $373,833 at 4% or $249,222 at 6%.
202016$1,325,714$208,794$34,799iApproximate average salary by contribution assumption: employee only about $869,975 at 4% or $579,983 at 6%; with 50% employer match about $579,983 at 4% or $386,656 at 6%; with 100% employer match about $434,988 at 4% or $289,992 at 6%.
Halcyon Financial Management Ltd Psp 401K Plan-6$1,325,714$208,794$34,799iApproximate average salary by contribution assumption: employee only about $869,975 at 4% or $579,983 at 6%; with 50% employer match about $579,983 at 4% or $386,656 at 6%; with 100% employer match about $434,988 at 4% or $289,992 at 6%.
201915$962,335$195,457$39,091iApproximate average salary by contribution assumption: employee only about $977,285 at 4% or $651,523 at 6%; with 50% employer match about $651,523 at 4% or $434,349 at 6%; with 100% employer match about $488,643 at 4% or $325,762 at 6%.
Halcyon Financial Management Ltd Psp 401K Plan-5$962,335$195,457$39,091iApproximate average salary by contribution assumption: employee only about $977,285 at 4% or $651,523 at 6%; with 50% employer match about $651,523 at 4% or $434,349 at 6%; with 100% employer match about $488,643 at 4% or $325,762 at 6%.
201815$705,881$178,722$35,744iApproximate average salary by contribution assumption: employee only about $893,610 at 4% or $595,740 at 6%; with 50% employer match about $595,740 at 4% or $397,160 at 6%; with 100% employer match about $446,805 at 4% or $297,870 at 6%.
Halcyon Financial Management Ltd Psp 401K Plan-5$705,881$178,722$35,744iApproximate average salary by contribution assumption: employee only about $893,610 at 4% or $595,740 at 6%; with 50% employer match about $595,740 at 4% or $397,160 at 6%; with 100% employer match about $446,805 at 4% or $297,870 at 6%.
201714$640,502$155,203$38,801iApproximate average salary by contribution assumption: employee only about $970,019 at 4% or $646,679 at 6%; with 50% employer match about $646,679 at 4% or $431,119 at 6%; with 100% employer match about $485,009 at 4% or $323,340 at 6%.
Halcyon Financial Management Ltd Psp 401K Plan-4$640,502$155,203$38,801iApproximate average salary by contribution assumption: employee only about $970,019 at 4% or $646,679 at 6%; with 50% employer match about $646,679 at 4% or $431,119 at 6%; with 100% employer match about $485,009 at 4% or $323,340 at 6%.
201613$462,457$111,975$37,325iApproximate average salary by contribution assumption: employee only about $933,125 at 4% or $622,083 at 6%; with 50% employer match about $622,083 at 4% or $414,722 at 6%; with 100% employer match about $466,563 at 4% or $311,042 at 6%.
Halcyon Financial Management Ltd Psp 401K Plan-3$462,457$111,975$37,325iApproximate average salary by contribution assumption: employee only about $933,125 at 4% or $622,083 at 6%; with 50% employer match about $622,083 at 4% or $414,722 at 6%; with 100% employer match about $466,563 at 4% or $311,042 at 6%.
201512$325,103$61,163$30,582iApproximate average salary by contribution assumption: employee only about $764,538 at 4% or $509,692 at 6%; with 50% employer match about $509,692 at 4% or $339,794 at 6%; with 100% employer match about $382,269 at 4% or $254,846 at 6%.
Halcyon Financial Management Ltd Psp 401K Plan-2$325,103$61,163$30,582iApproximate average salary by contribution assumption: employee only about $764,538 at 4% or $509,692 at 6%; with 50% employer match about $509,692 at 4% or $339,794 at 6%; with 100% employer match about $382,269 at 4% or $254,846 at 6%.
201412$298,440$58,188$29,094iApproximate average salary by contribution assumption: employee only about $727,350 at 4% or $484,900 at 6%; with 50% employer match about $484,900 at 4% or $323,267 at 6%; with 100% employer match about $363,675 at 4% or $242,450 at 6%.
Halcyon Financial Management Ltd Psp 401K Plan-2$298,440$58,188$29,094iApproximate average salary by contribution assumption: employee only about $727,350 at 4% or $484,900 at 6%; with 50% employer match about $484,900 at 4% or $323,267 at 6%; with 100% employer match about $363,675 at 4% or $242,450 at 6%.
201312$239,107$231,170$115,585iApproximate average salary by contribution assumption: employee only about $2,889,625 at 4% or $1,926,417 at 6%; with 50% employer match about $1,926,417 at 4% or $1,284,278 at 6%; with 100% employer match about $1,444,813 at 4% or $963,208 at 6%.
Halcyon Financial Management Ltd Psp 401K Plan-2$239,107$231,170$115,585iApproximate average salary by contribution assumption: employee only about $2,889,625 at 4% or $1,926,417 at 6%; with 50% employer match about $1,926,417 at 4% or $1,284,278 at 6%; with 100% employer match about $1,444,813 at 4% or $963,208 at 6%.