Civic Intelligence

Fiscal Partners LLC

Plan context: Fiscal Partners LLC 401(K) Plan

EIN 47-3959936 • Scottsdale, AZ • 6 filings • 1 plans

5111 N Scottsdale Rd, Ste 271Scottsdale, AZ 85250
Current Snapshot

Latest Year

2025

2025 Participants

16

2025 Assets

$991,225

2025 Contributions

$179,587

Historical Graphs

Total Assets Over Time

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

$991,225$495,613$0202020232025YearValue
$991,225Latest year 2025

Participants Over Time

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

1680202020232025YearValue
16Latest 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
2025116$991,225$179,587$11,224iApproximate average salary by contribution assumption: employee only about $280,605 at 4% or $187,070 at 6%; with 50% employer match about $187,070 at 4% or $124,713 at 6%; with 100% employer match about $140,302 at 4% or $93,535 at 6%.
Fiscal Partners LLC 401(K) Plan-16$991,225$179,587$11,224iApproximate average salary by contribution assumption: employee only about $280,605 at 4% or $187,070 at 6%; with 50% employer match about $187,070 at 4% or $124,713 at 6%; with 100% employer match about $140,302 at 4% or $93,535 at 6%.
2024114$684,903$184,193$13,157iApproximate average salary by contribution assumption: employee only about $328,916 at 4% or $219,277 at 6%; with 50% employer match about $219,277 at 4% or $146,185 at 6%; with 100% employer match about $164,458 at 4% or $109,639 at 6%.
Fiscal Partners LLC 401(K) Plan-14$684,903$184,193$13,157iApproximate average salary by contribution assumption: employee only about $328,916 at 4% or $219,277 at 6%; with 50% employer match about $219,277 at 4% or $146,185 at 6%; with 100% employer match about $164,458 at 4% or $109,639 at 6%.
2023112$433,844$129,119$10,760iApproximate average salary by contribution assumption: employee only about $268,998 at 4% or $179,332 at 6%; with 50% employer match about $179,332 at 4% or $119,555 at 6%; with 100% employer match about $134,499 at 4% or $89,666 at 6%.
Fiscal Partners LLC 401(K) Plan-12$433,844$129,119$10,760iApproximate average salary by contribution assumption: employee only about $268,998 at 4% or $179,332 at 6%; with 50% employer match about $179,332 at 4% or $119,555 at 6%; with 100% employer match about $134,499 at 4% or $89,666 at 6%.
2022112$267,769$169,553$14,129iApproximate average salary by contribution assumption: employee only about $353,235 at 4% or $235,490 at 6%; with 50% employer match about $235,490 at 4% or $156,994 at 6%; with 100% employer match about $176,618 at 4% or $117,745 at 6%.
Fiscal Partners LLC 401(K) Plan-12$267,769$169,553$14,129iApproximate average salary by contribution assumption: employee only about $353,235 at 4% or $235,490 at 6%; with 50% employer match about $235,490 at 4% or $156,994 at 6%; with 100% employer match about $176,618 at 4% or $117,745 at 6%.
202118$138,302$126,771$15,846iApproximate average salary by contribution assumption: employee only about $396,159 at 4% or $264,106 at 6%; with 50% employer match about $264,106 at 4% or $176,071 at 6%; with 100% employer match about $198,080 at 4% or $132,053 at 6%.
Fiscal Partners LLC 401(K) Plan-8$138,302$126,771$15,846iApproximate average salary by contribution assumption: employee only about $396,159 at 4% or $264,106 at 6%; with 50% employer match about $264,106 at 4% or $176,071 at 6%; with 100% employer match about $198,080 at 4% or $132,053 at 6%.
202016$5,281$5,238$873iApproximate average salary by contribution assumption: employee only about $21,825 at 4% or $14,550 at 6%; with 50% employer match about $14,550 at 4% or $9,700 at 6%; with 100% employer match about $10,913 at 4% or $7,275 at 6%.
Fiscal Partners LLC 401(K) Plan-6$5,281$5,238$873iApproximate average salary by contribution assumption: employee only about $21,825 at 4% or $14,550 at 6%; with 50% employer match about $14,550 at 4% or $9,700 at 6%; with 100% employer match about $10,913 at 4% or $7,275 at 6%.