Civic Intelligence

Aviso Financial LLC

Plan context: Aviso Financial LLC 401(K) Profit Sharing Plan & Trust

EIN 46-2775061 • Warminster, PA • 9 filings • 2 plans

626 Jacksonville RoadSuite 102Warminster, PA 18974
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$1,096,338

2024 Contributions

$169,904

Historical Graphs

Total Assets Over Time

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

$1,096,338$548,169$0201620202024YearValue
$1,096,338Latest year 2024

Participants Over Time

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

1890201620202024YearValue
18Latest year 2024

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
2024118$1,096,338$169,904$9,439iApproximate average salary by contribution assumption: employee only about $235,978 at 4% or $157,319 at 6%; with 50% employer match about $157,319 at 4% or $104,879 at 6%; with 100% employer match about $117,989 at 4% or $78,659 at 6%.
Aviso Financial LLC 401(K) Profit Sharing Plan & Trust-18$1,096,338$169,904$9,439iApproximate average salary by contribution assumption: employee only about $235,978 at 4% or $157,319 at 6%; with 50% employer match about $157,319 at 4% or $104,879 at 6%; with 100% employer match about $117,989 at 4% or $78,659 at 6%.
2023117$784,416$171,176$10,069iApproximate average salary by contribution assumption: employee only about $251,729 at 4% or $167,820 at 6%; with 50% employer match about $167,820 at 4% or $111,880 at 6%; with 100% employer match about $125,865 at 4% or $83,910 at 6%.
Aviso Financial LLC 401(K) Profit Sharing Plan & Trust-17$784,416$171,176$10,069iApproximate average salary by contribution assumption: employee only about $251,729 at 4% or $167,820 at 6%; with 50% employer match about $167,820 at 4% or $111,880 at 6%; with 100% employer match about $125,865 at 4% or $83,910 at 6%.
2022117$632,297$152,925$8,996iApproximate average salary by contribution assumption: employee only about $224,890 at 4% or $149,926 at 6%; with 50% employer match about $149,926 at 4% or $99,951 at 6%; with 100% employer match about $112,445 at 4% or $74,963 at 6%.
Aviso Financial LLC 401(K) Profit Sharing Plan & Trust-17$632,297$152,925$8,996iApproximate average salary by contribution assumption: employee only about $224,890 at 4% or $149,926 at 6%; with 50% employer match about $149,926 at 4% or $99,951 at 6%; with 100% employer match about $112,445 at 4% or $74,963 at 6%.
2021116$624,671$160,285$10,018iApproximate average salary by contribution assumption: employee only about $250,445 at 4% or $166,964 at 6%; with 50% employer match about $166,964 at 4% or $111,309 at 6%; with 100% employer match about $125,223 at 4% or $83,482 at 6%.
Aviso Financial LLC 401(K) Profit Sharing Plan & Trust-16$624,671$160,285$10,018iApproximate average salary by contribution assumption: employee only about $250,445 at 4% or $166,964 at 6%; with 50% employer match about $166,964 at 4% or $111,309 at 6%; with 100% employer match about $125,223 at 4% or $83,482 at 6%.
2020117$574,043$127,961$7,527iApproximate average salary by contribution assumption: employee only about $188,178 at 4% or $125,452 at 6%; with 50% employer match about $125,452 at 4% or $83,635 at 6%; with 100% employer match about $94,089 at 4% or $62,726 at 6%.
Aviso Financial LLC 401(K) Profit Sharing Plan & Trust-17$574,043$127,961$7,527iApproximate average salary by contribution assumption: employee only about $188,178 at 4% or $125,452 at 6%; with 50% employer match about $125,452 at 4% or $83,635 at 6%; with 100% employer match about $94,089 at 4% or $62,726 at 6%.
201918$378,351$92,641$11,580iApproximate average salary by contribution assumption: employee only about $289,503 at 4% or $193,002 at 6%; with 50% employer match about $193,002 at 4% or $128,668 at 6%; with 100% employer match about $144,752 at 4% or $96,501 at 6%.
Aviso Financial LLC 401(K) Profit Sharing Plan & Trust-8$378,351$92,641$11,580iApproximate average salary by contribution assumption: employee only about $289,503 at 4% or $193,002 at 6%; with 50% employer match about $193,002 at 4% or $128,668 at 6%; with 100% employer match about $144,752 at 4% or $96,501 at 6%.
201817$234,395$81,772$11,682iApproximate average salary by contribution assumption: employee only about $292,043 at 4% or $194,695 at 6%; with 50% employer match about $194,695 at 4% or $129,797 at 6%; with 100% employer match about $146,021 at 4% or $97,348 at 6%.
Aviso Financial LLC 401(K) Profit Sharing Plan & Trust-7$234,395$81,772$11,682iApproximate average salary by contribution assumption: employee only about $292,043 at 4% or $194,695 at 6%; with 50% employer match about $194,695 at 4% or $129,797 at 6%; with 100% employer match about $146,021 at 4% or $97,348 at 6%.
201717$169,588$55,730$7,961iApproximate average salary by contribution assumption: employee only about $199,036 at 4% or $132,690 at 6%; with 50% employer match about $132,690 at 4% or $88,460 at 6%; with 100% employer match about $99,518 at 4% or $66,345 at 6%.
Aviso Financial LLC 401(K) Profit Sharing Plan & Trust-7$169,588$55,730$7,961iApproximate average salary by contribution assumption: employee only about $199,036 at 4% or $132,690 at 6%; with 50% employer match about $132,690 at 4% or $88,460 at 6%; with 100% employer match about $99,518 at 4% or $66,345 at 6%.
201618$97,054$42,947$5,368iApproximate average salary by contribution assumption: employee only about $134,209 at 4% or $89,473 at 6%; with 50% employer match about $89,473 at 4% or $59,649 at 6%; with 100% employer match about $67,105 at 4% or $44,736 at 6%.
Aviso Financial LLC 401(K) Profit Sharing Plan & Trust-8$97,054$42,947$5,368iApproximate average salary by contribution assumption: employee only about $134,209 at 4% or $89,473 at 6%; with 50% employer match about $89,473 at 4% or $59,649 at 6%; with 100% employer match about $67,105 at 4% or $44,736 at 6%.