Civic Intelligence

Financial-360 LLC

Plan context: Financial-360 LLC 401(K) Plan

EIN 46-3222514 • Rockville, MD • 16 filings • 3 plans

2000 Tower Oaks Blvd, Suite 250Rockville, MD 20852
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$3,509,719

2024 Contributions

$535,176

Historical Graphs

Total Assets Over Time

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

$3,509,719$1,754,860$0201420192024YearValue
$3,509,719Latest year 2024

Participants Over Time

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

1580201420192024YearValue
14Latest 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
2024214$3,509,719$535,176$38,227iApproximate average salary by contribution assumption: employee only about $955,671 at 4% or $637,114 at 6%; with 50% employer match about $637,114 at 4% or $424,743 at 6%; with 100% employer match about $477,836 at 4% or $318,557 at 6%.
Financial-360 LLC 401(K) Plan-14$2,263,177$284,616$20,330iApproximate average salary by contribution assumption: employee only about $508,243 at 4% or $338,829 at 6%; with 50% employer match about $338,829 at 4% or $225,886 at 6%; with 100% employer match about $254,121 at 4% or $169,414 at 6%.
FINANCIAL-360, LLC CASH BALANCE PENSION PLAN-11$1,246,542$250,560$22,778iApproximate average salary by contribution assumption: employee only about $569,455 at 4% or $379,636 at 6%; with 50% employer match about $379,636 at 4% or $253,091 at 6%; with 100% employer match about $284,727 at 4% or $189,818 at 6%.
2023215$2,651,057$628,483$41,899iApproximate average salary by contribution assumption: employee only about $1,047,472 at 4% or $698,314 at 6%; with 50% employer match about $698,314 at 4% or $465,543 at 6%; with 100% employer match about $523,736 at 4% or $349,157 at 6%.
Financial-360 LLC 401(K) Plan-15$1,747,474$397,850$26,523iApproximate average salary by contribution assumption: employee only about $663,083 at 4% or $442,056 at 6%; with 50% employer match about $442,056 at 4% or $294,704 at 6%; with 100% employer match about $331,542 at 4% or $221,028 at 6%.
FINANCIAL-360, LLC CASH BALANCE PENSION PLAN-12$903,583$230,633$19,219iApproximate average salary by contribution assumption: employee only about $480,485 at 4% or $320,324 at 6%; with 50% employer match about $320,324 at 4% or $213,549 at 6%; with 100% employer match about $240,243 at 4% or $160,162 at 6%.
2022213$1,733,942$470,414$36,186iApproximate average salary by contribution assumption: employee only about $904,642 at 4% or $603,095 at 6%; with 50% employer match about $603,095 at 4% or $402,063 at 6%; with 100% employer match about $452,321 at 4% or $301,547 at 6%.
Financial-360 LLC 401(K) Plan-13$1,132,098$242,300$18,638iApproximate average salary by contribution assumption: employee only about $465,962 at 4% or $310,641 at 6%; with 50% employer match about $310,641 at 4% or $207,094 at 6%; with 100% employer match about $232,981 at 4% or $155,321 at 6%.
FINANCIAL-360, LLC CASH BALANCE PENSION PLAN-11$601,844$228,114$20,738iApproximate average salary by contribution assumption: employee only about $518,441 at 4% or $345,627 at 6%; with 50% employer match about $345,627 at 4% or $230,418 at 6%; with 100% employer match about $259,220 at 4% or $172,814 at 6%.
2021213$1,673,586$435,034$33,464iApproximate average salary by contribution assumption: employee only about $836,604 at 4% or $557,736 at 6%; with 50% employer match about $557,736 at 4% or $371,824 at 6%; with 100% employer match about $418,302 at 4% or $278,868 at 6%.
Financial-360 LLC 401(K) Plan-13$1,250,372$215,770$16,598iApproximate average salary by contribution assumption: employee only about $414,942 at 4% or $276,628 at 6%; with 50% employer match about $276,628 at 4% or $184,419 at 6%; with 100% employer match about $207,471 at 4% or $138,314 at 6%.
FINANCIAL-360, LLC CASH BALANCE PENSION PLAN-11$423,214$219,264$19,933iApproximate average salary by contribution assumption: employee only about $498,327 at 4% or $332,218 at 6%; with 50% employer match about $332,218 at 4% or $221,479 at 6%; with 100% employer match about $249,164 at 4% or $166,109 at 6%.
2020211$1,078,642$381,769$34,706iApproximate average salary by contribution assumption: employee only about $867,657 at 4% or $578,438 at 6%; with 50% employer match about $578,438 at 4% or $385,625 at 6%; with 100% employer match about $433,828 at 4% or $289,219 at 6%.
Financial-360 LLC 401(K) Plan-11$878,907$182,034$16,549iApproximate average salary by contribution assumption: employee only about $413,714 at 4% or $275,809 at 6%; with 50% employer match about $275,809 at 4% or $183,873 at 6%; with 100% employer match about $206,857 at 4% or $137,905 at 6%.
FINANCIAL-360, LLC CASH BALANCE PENSION PLAN-10$199,735$199,735$19,974iApproximate average salary by contribution assumption: employee only about $499,338 at 4% or $332,892 at 6%; with 50% employer match about $332,892 at 4% or $221,928 at 6%; with 100% employer match about $249,669 at 4% or $166,446 at 6%.
2019110$575,710$114,337$11,434iApproximate average salary by contribution assumption: employee only about $285,843 at 4% or $190,562 at 6%; with 50% employer match about $190,562 at 4% or $127,041 at 6%; with 100% employer match about $142,921 at 4% or $95,281 at 6%.
Financial-360 LLC 401(K) Plan-10$575,710$114,337$11,434iApproximate average salary by contribution assumption: employee only about $285,843 at 4% or $190,562 at 6%; with 50% employer match about $190,562 at 4% or $127,041 at 6%; with 100% employer match about $142,921 at 4% or $95,281 at 6%.
201819$468,644$98,605$10,956iApproximate average salary by contribution assumption: employee only about $273,903 at 4% or $182,602 at 6%; with 50% employer match about $182,602 at 4% or $121,735 at 6%; with 100% employer match about $136,951 at 4% or $91,301 at 6%.
Financial-360 LLC 401(K) Plan-9$468,644$98,605$10,956iApproximate average salary by contribution assumption: employee only about $273,903 at 4% or $182,602 at 6%; with 50% employer match about $182,602 at 4% or $121,735 at 6%; with 100% employer match about $136,951 at 4% or $91,301 at 6%.
201718$414,625$97,459$12,182iApproximate average salary by contribution assumption: employee only about $304,559 at 4% or $203,040 at 6%; with 50% employer match about $203,040 at 4% or $135,360 at 6%; with 100% employer match about $152,280 at 4% or $101,520 at 6%.
Financial-360 LLC 401(K) Plan-8$414,625$97,459$12,182iApproximate average salary by contribution assumption: employee only about $304,559 at 4% or $203,040 at 6%; with 50% employer match about $203,040 at 4% or $135,360 at 6%; with 100% employer match about $152,280 at 4% or $101,520 at 6%.
201617$255,097$94,953$13,565iApproximate average salary by contribution assumption: employee only about $339,118 at 4% or $226,079 at 6%; with 50% employer match about $226,079 at 4% or $150,719 at 6%; with 100% employer match about $169,559 at 4% or $113,039 at 6%.
Financial-360 LLC 401(K) Plan-7$255,097$94,953$13,565iApproximate average salary by contribution assumption: employee only about $339,118 at 4% or $226,079 at 6%; with 50% employer match about $226,079 at 4% or $150,719 at 6%; with 100% employer match about $169,559 at 4% or $113,039 at 6%.
201517$150,508$91,761$13,109iApproximate average salary by contribution assumption: employee only about $327,718 at 4% or $218,479 at 6%; with 50% employer match about $218,479 at 4% or $145,652 at 6%; with 100% employer match about $163,859 at 4% or $109,239 at 6%.
Financial-360 LLC 401(K) Plan-7$150,508$91,761$13,109iApproximate average salary by contribution assumption: employee only about $327,718 at 4% or $218,479 at 6%; with 50% employer match about $218,479 at 4% or $145,652 at 6%; with 100% employer match about $163,859 at 4% or $109,239 at 6%.
201416$67,854$68,143$11,357iApproximate average salary by contribution assumption: employee only about $283,929 at 4% or $189,286 at 6%; with 50% employer match about $189,286 at 4% or $126,191 at 6%; with 100% employer match about $141,965 at 4% or $94,643 at 6%.
Financial-360 LLC 401(K) Plan-6$67,854$68,143$11,357iApproximate average salary by contribution assumption: employee only about $283,929 at 4% or $189,286 at 6%; with 50% employer match about $189,286 at 4% or $126,191 at 6%; with 100% employer match about $141,965 at 4% or $94,643 at 6%.
Financial-360 LLC | EIN 46-3222514 | 2024 Form 5500 Company Profile