Confluence Financial Advisors LLC
Plan context: Confluence Financial Advisors LLC 401(K) Plan
EIN 47-4381561 • Boulder, CO • 4 filings • 2 plans
Current Snapshot
Latest Year
2018
2018 Participants
5
2018 Assets
$266,506
2018 Contributions
$53,235
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $53,235 | - |
| Confluence Financial Advisors LLC 401(K) Plan | - | 0 | $0 | $53,235 | - |
| 2017 | 1 | 5 | $266,506 | $135,693 | $27,139iApproximate average salary by contribution assumption: employee only about $678,465 at 4% or $452,310 at 6%; with 50% employer match about $452,310 at 4% or $301,540 at 6%; with 100% employer match about $339,233 at 4% or $226,155 at 6%. |
| Confluence Financial Advisors LLC 401(K) Plan | - | 5 | $266,506 | $135,693 | $27,139iApproximate average salary by contribution assumption: employee only about $678,465 at 4% or $452,310 at 6%; with 50% employer match about $452,310 at 4% or $301,540 at 6%; with 100% employer match about $339,233 at 4% or $226,155 at 6%. |
| 2016 | 2 | 6 | $113,540 | $110,684 | $18,447iApproximate average salary by contribution assumption: employee only about $461,183 at 4% or $307,456 at 6%; with 50% employer match about $307,456 at 4% or $204,970 at 6%; with 100% employer match about $230,592 at 4% or $153,728 at 6%. |
| Confluence Financial Advisors LLC 401(K) Plan | - | 6 | $113,540 | $36,401 | $6,067iApproximate average salary by contribution assumption: employee only about $151,671 at 4% or $101,114 at 6%; with 50% employer match about $101,114 at 4% or $67,409 at 6%; with 100% employer match about $75,835 at 4% or $50,557 at 6%. |
| Forus 401(K) | - | 0 | $0 | $74,283 | - |