Civic Intelligence

Angelo & Associates Financial Planning Group

Plan context: Angelo & Associates Financial Planning Group 401(K) Plan

EIN 47-1155087 • Clark, NJ • 8 filings • 1 plans

18 Brant AvenueClark, NJ 07066
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$2,119,546

2025 Contributions

$66,004

Historical Graphs

Total Assets Over Time

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

$2,119,546$1,059,773$0201820222025YearValue
$2,119,546Latest year 2025

Participants Over Time

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

320201820222025YearValue
3Latest 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
202513$2,119,546$66,004$22,001iApproximate average salary by contribution assumption: employee only about $550,033 at 4% or $366,689 at 6%; with 50% employer match about $366,689 at 4% or $244,459 at 6%; with 100% employer match about $275,017 at 4% or $183,344 at 6%.
Angelo & Associates Financial Planning Group 401(K) Plan-3$2,119,546$66,004$22,001iApproximate average salary by contribution assumption: employee only about $550,033 at 4% or $366,689 at 6%; with 50% employer match about $366,689 at 4% or $244,459 at 6%; with 100% employer match about $275,017 at 4% or $183,344 at 6%.
202413$1,548,630$98,644$32,881iApproximate average salary by contribution assumption: employee only about $822,033 at 4% or $548,022 at 6%; with 50% employer match about $548,022 at 4% or $365,348 at 6%; with 100% employer match about $411,017 at 4% or $274,011 at 6%.
Angelo & Associates Financial Planning Group 401(K) Plan-3$1,548,630$98,644$32,881iApproximate average salary by contribution assumption: employee only about $822,033 at 4% or $548,022 at 6%; with 50% employer match about $548,022 at 4% or $365,348 at 6%; with 100% employer match about $411,017 at 4% or $274,011 at 6%.
202312$1,248,365$523,491$261,746iApproximate average salary by contribution assumption: employee only about $6,543,638 at 4% or $4,362,425 at 6%; with 50% employer match about $4,362,425 at 4% or $2,908,283 at 6%; with 100% employer match about $3,271,819 at 4% or $2,181,213 at 6%.
Angelo & Associates Financial Planning Group 401(K) Plan-2$1,248,365$523,491$261,746iApproximate average salary by contribution assumption: employee only about $6,543,638 at 4% or $4,362,425 at 6%; with 50% employer match about $4,362,425 at 4% or $2,908,283 at 6%; with 100% employer match about $3,271,819 at 4% or $2,181,213 at 6%.
202211$567,566$30,700$30,700iApproximate average salary by contribution assumption: employee only about $767,500 at 4% or $511,667 at 6%; with 50% employer match about $511,667 at 4% or $341,111 at 6%; with 100% employer match about $383,750 at 4% or $255,833 at 6%.
Angelo & Associates Financial Planning Group 401(K) Plan-1$567,566$30,700$30,700iApproximate average salary by contribution assumption: employee only about $767,500 at 4% or $511,667 at 6%; with 50% employer match about $511,667 at 4% or $341,111 at 6%; with 100% employer match about $383,750 at 4% or $255,833 at 6%.
202111$660,676$27,500$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
Angelo & Associates Financial Planning Group 401(K) Plan-1$660,676$27,500$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
202011$521,068$22,284$22,284iApproximate average salary by contribution assumption: employee only about $557,100 at 4% or $371,400 at 6%; with 50% employer match about $371,400 at 4% or $247,600 at 6%; with 100% employer match about $278,550 at 4% or $185,700 at 6%.
Angelo & Associates Financial Planning Group 401(K) Plan-1$521,068$22,284$22,284iApproximate average salary by contribution assumption: employee only about $557,100 at 4% or $371,400 at 6%; with 50% employer match about $371,400 at 4% or $247,600 at 6%; with 100% employer match about $278,550 at 4% or $185,700 at 6%.
201911$414,675$21,736$21,736iApproximate average salary by contribution assumption: employee only about $543,400 at 4% or $362,267 at 6%; with 50% employer match about $362,267 at 4% or $241,511 at 6%; with 100% employer match about $271,700 at 4% or $181,133 at 6%.
Angelo & Associates Financial Planning Group 401(K) Plan-1$414,675$21,736$21,736iApproximate average salary by contribution assumption: employee only about $543,400 at 4% or $362,267 at 6%; with 50% employer match about $362,267 at 4% or $241,511 at 6%; with 100% employer match about $271,700 at 4% or $181,133 at 6%.
201811$310,340$21,188$21,188iApproximate average salary by contribution assumption: employee only about $529,700 at 4% or $353,133 at 6%; with 50% employer match about $353,133 at 4% or $235,422 at 6%; with 100% employer match about $264,850 at 4% or $176,567 at 6%.
Angelo & Associates Financial Planning Group 401(K) Plan-1$310,340$21,188$21,188iApproximate average salary by contribution assumption: employee only about $529,700 at 4% or $353,133 at 6%; with 50% employer match about $353,133 at 4% or $235,422 at 6%; with 100% employer match about $264,850 at 4% or $176,567 at 6%.