Civic Intelligence

Paladini Financial Advisors LLC

Plan context: Paladini Financial Advisors LLC 401K Profit Sharing Plan and Trust

EIN 47-4139945 • Arlington, TX • 16 filings • 4 plans

2015 E Lamar Blvd, Suite 200Arlington, TX 76006
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,416

2024 Contributions

$82,763

Historical Graphs

Total Assets Over Time

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

$1,627,517$813,759$0201520202024YearValue
$1,416Latest year 2024

Participants Over Time

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

630201520202024YearValue
2Latest 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
202432$1,416$82,763$41,382iApproximate average salary by contribution assumption: employee only about $1,034,538 at 4% or $689,692 at 6%; with 50% employer match about $689,692 at 4% or $459,794 at 6%; with 100% employer match about $517,269 at 4% or $344,846 at 6%.
Paladini Financial Advisors LLC 401K Profit Sharing Plan and Trust-2$1,416$82,763$41,382iApproximate average salary by contribution assumption: employee only about $1,034,538 at 4% or $689,692 at 6%; with 50% employer match about $689,692 at 4% or $459,794 at 6%; with 100% employer match about $517,269 at 4% or $344,846 at 6%.
Paladini Financial Advisors LLC 401K Profit Sharing Plan and Trust-0$0--
PALADINI FINANCIAL ADVISORS, LLC CASH BALANCE PLAN-0$0--
202325$1,627,517$366,319$73,264iApproximate average salary by contribution assumption: employee only about $1,831,595 at 4% or $1,221,063 at 6%; with 50% employer match about $1,221,063 at 4% or $814,042 at 6%; with 100% employer match about $915,798 at 4% or $610,532 at 6%.
Paladini Financial Advisors LLC 401K Profit Sharing Plan and Trust-5$829,265$116,847$23,369iApproximate average salary by contribution assumption: employee only about $584,235 at 4% or $389,490 at 6%; with 50% employer match about $389,490 at 4% or $259,660 at 6%; with 100% employer match about $292,118 at 4% or $194,745 at 6%.
PALADINI FINANCIAL ADVISORS, LLC CASH BALANCE PLAN-4$798,252$249,472$62,368iApproximate average salary by contribution assumption: employee only about $1,559,200 at 4% or $1,039,467 at 6%; with 50% employer match about $1,039,467 at 4% or $692,978 at 6%; with 100% employer match about $779,600 at 4% or $519,733 at 6%.
202226$1,130,502$314,931$52,489iApproximate average salary by contribution assumption: employee only about $1,312,213 at 4% or $874,808 at 6%; with 50% employer match about $874,808 at 4% or $583,206 at 6%; with 100% employer match about $656,106 at 4% or $437,404 at 6%.
Paladini Financial Advisors LLC 401K Profit Sharing Plan and Trust-6$600,534$110,636$18,439iApproximate average salary by contribution assumption: employee only about $460,983 at 4% or $307,322 at 6%; with 50% employer match about $307,322 at 4% or $204,881 at 6%; with 100% employer match about $230,492 at 4% or $153,661 at 6%.
PALADINI FINANCIAL ADVISORS, LLC CASH BALANCE PLAN-6$529,968$204,295$34,049iApproximate average salary by contribution assumption: employee only about $851,229 at 4% or $567,486 at 6%; with 50% employer match about $567,486 at 4% or $378,324 at 6%; with 100% employer match about $425,615 at 4% or $283,743 at 6%.
202126$1,094,827$236,550$39,425iApproximate average salary by contribution assumption: employee only about $985,625 at 4% or $657,083 at 6%; with 50% employer match about $657,083 at 4% or $438,056 at 6%; with 100% employer match about $492,813 at 4% or $328,542 at 6%.
Paladini Financial Advisors LLC 401K Profit Sharing Plan and Trust-6$781,680$78,102$13,017iApproximate average salary by contribution assumption: employee only about $325,425 at 4% or $216,950 at 6%; with 50% employer match about $216,950 at 4% or $144,633 at 6%; with 100% employer match about $162,713 at 4% or $108,475 at 6%.
PALADINI FINANCIAL ADVISORS, LLC CASH BALANCE PLAN-5$313,147$158,448$31,690iApproximate average salary by contribution assumption: employee only about $792,240 at 4% or $528,160 at 6%; with 50% employer match about $528,160 at 4% or $352,107 at 6%; with 100% employer match about $396,120 at 4% or $264,080 at 6%.
202026$736,903$248,677$41,446iApproximate average salary by contribution assumption: employee only about $1,036,154 at 4% or $690,769 at 6%; with 50% employer match about $690,769 at 4% or $460,513 at 6%; with 100% employer match about $518,077 at 4% or $345,385 at 6%.
Paladini Financial Advisors LLC 401K Profit Sharing Plan and Trust-6$588,154$99,928$16,655iApproximate average salary by contribution assumption: employee only about $416,367 at 4% or $277,578 at 6%; with 50% employer match about $277,578 at 4% or $185,052 at 6%; with 100% employer match about $208,183 at 4% or $138,789 at 6%.
PALADINI FINANCIAL ADVISORS, LLC CASH BALANCE PLAN-6$148,749$148,749$24,792iApproximate average salary by contribution assumption: employee only about $619,788 at 4% or $413,192 at 6%; with 50% employer match about $413,192 at 4% or $275,461 at 6%; with 100% employer match about $309,894 at 4% or $206,596 at 6%.
201915$430,195$76,745$15,349iApproximate average salary by contribution assumption: employee only about $383,725 at 4% or $255,817 at 6%; with 50% employer match about $255,817 at 4% or $170,544 at 6%; with 100% employer match about $191,863 at 4% or $127,908 at 6%.
Paladini Financial Advisors LLC 401K Profit Sharing Plan and Trust-5$430,195$76,745$15,349iApproximate average salary by contribution assumption: employee only about $383,725 at 4% or $255,817 at 6%; with 50% employer match about $255,817 at 4% or $170,544 at 6%; with 100% employer match about $191,863 at 4% or $127,908 at 6%.
201816$808,924$67,357$11,226iApproximate average salary by contribution assumption: employee only about $280,654 at 4% or $187,103 at 6%; with 50% employer match about $187,103 at 4% or $124,735 at 6%; with 100% employer match about $140,327 at 4% or $93,551 at 6%.
Paladini Financial Advisors LLC 401K Profit Sharing Plan and Trust-6$808,924$67,357$11,226iApproximate average salary by contribution assumption: employee only about $280,654 at 4% or $187,103 at 6%; with 50% employer match about $187,103 at 4% or $124,735 at 6%; with 100% employer match about $140,327 at 4% or $93,551 at 6%.
201716$814,888$83,073$13,846iApproximate average salary by contribution assumption: employee only about $346,138 at 4% or $230,758 at 6%; with 50% employer match about $230,758 at 4% or $153,839 at 6%; with 100% employer match about $173,069 at 4% or $115,379 at 6%.
Paladini Financial Advisors LLC 401K Profit Sharing Plan and Trust-6$814,888$83,073$13,846iApproximate average salary by contribution assumption: employee only about $346,138 at 4% or $230,758 at 6%; with 50% employer match about $230,758 at 4% or $153,839 at 6%; with 100% employer match about $173,069 at 4% or $115,379 at 6%.
201615$627,138$79,929$15,986iApproximate average salary by contribution assumption: employee only about $399,645 at 4% or $266,430 at 6%; with 50% employer match about $266,430 at 4% or $177,620 at 6%; with 100% employer match about $199,823 at 4% or $133,215 at 6%.
Paladini Financial Advisors LLC 401K Profit Sharing Plan and Trust-5$627,138$79,929$15,986iApproximate average salary by contribution assumption: employee only about $399,645 at 4% or $266,430 at 6%; with 50% employer match about $266,430 at 4% or $177,620 at 6%; with 100% employer match about $199,823 at 4% or $133,215 at 6%.
201515$497,967$73,243$14,649iApproximate average salary by contribution assumption: employee only about $366,215 at 4% or $244,143 at 6%; with 50% employer match about $244,143 at 4% or $162,762 at 6%; with 100% employer match about $183,108 at 4% or $122,072 at 6%.
Paladini Financial Advisors LLC 401K Profit Sharing Plan and Trust-5$497,967$73,243$14,649iApproximate average salary by contribution assumption: employee only about $366,215 at 4% or $244,143 at 6%; with 50% employer match about $244,143 at 4% or $162,762 at 6%; with 100% employer match about $183,108 at 4% or $122,072 at 6%.