Civic Intelligence

Financial Resource Advisors LLC

Plan context: Financial Resource Advisors 401(K) Plan

EIN 47-5487187 • Waterloo, IA • 9 filings • 1 plans

816 W. Tower Park Dr.Waterloo, IA 50701
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$3,811,489

2024 Contributions

$275,664

Historical Graphs

Total Assets Over Time

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

$3,811,489$1,905,745$0201620202024YearValue
$3,811,489Latest year 2024

Participants Over Time

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

21110201620202024YearValue
21Latest 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
2024121$3,811,489$275,664$13,127iApproximate average salary by contribution assumption: employee only about $328,171 at 4% or $218,781 at 6%; with 50% employer match about $218,781 at 4% or $145,854 at 6%; with 100% employer match about $164,086 at 4% or $109,390 at 6%.
Financial Resource Advisors 401(K) Plan-21$3,811,489$275,664$13,127iApproximate average salary by contribution assumption: employee only about $328,171 at 4% or $218,781 at 6%; with 50% employer match about $218,781 at 4% or $145,854 at 6%; with 100% employer match about $164,086 at 4% or $109,390 at 6%.
2023121$3,184,684$381,612$18,172iApproximate average salary by contribution assumption: employee only about $454,300 at 4% or $302,867 at 6%; with 50% employer match about $302,867 at 4% or $201,911 at 6%; with 100% employer match about $227,150 at 4% or $151,433 at 6%.
Financial Resource Advisors 401(K) Plan-21$3,184,684$381,612$18,172iApproximate average salary by contribution assumption: employee only about $454,300 at 4% or $302,867 at 6%; with 50% employer match about $302,867 at 4% or $201,911 at 6%; with 100% employer match about $227,150 at 4% or $151,433 at 6%.
2022119$2,390,730$220,607$11,611iApproximate average salary by contribution assumption: employee only about $290,272 at 4% or $193,515 at 6%; with 50% employer match about $193,515 at 4% or $129,010 at 6%; with 100% employer match about $145,136 at 4% or $96,757 at 6%.
Financial Resource Advisors 401(K) Plan-19$2,390,730$220,607$11,611iApproximate average salary by contribution assumption: employee only about $290,272 at 4% or $193,515 at 6%; with 50% employer match about $193,515 at 4% or $129,010 at 6%; with 100% employer match about $145,136 at 4% or $96,757 at 6%.
2021118$2,729,312$213,748$11,875iApproximate average salary by contribution assumption: employee only about $296,872 at 4% or $197,915 at 6%; with 50% employer match about $197,915 at 4% or $131,943 at 6%; with 100% employer match about $148,436 at 4% or $98,957 at 6%.
Financial Resource Advisors 401(K) Plan-18$2,729,312$213,748$11,875iApproximate average salary by contribution assumption: employee only about $296,872 at 4% or $197,915 at 6%; with 50% employer match about $197,915 at 4% or $131,943 at 6%; with 100% employer match about $148,436 at 4% or $98,957 at 6%.
2020118$2,236,365$188,263$10,459iApproximate average salary by contribution assumption: employee only about $261,476 at 4% or $174,318 at 6%; with 50% employer match about $174,318 at 4% or $116,212 at 6%; with 100% employer match about $130,738 at 4% or $87,159 at 6%.
Financial Resource Advisors 401(K) Plan-18$2,236,365$188,263$10,459iApproximate average salary by contribution assumption: employee only about $261,476 at 4% or $174,318 at 6%; with 50% employer match about $174,318 at 4% or $116,212 at 6%; with 100% employer match about $130,738 at 4% or $87,159 at 6%.
2019119$1,792,014$367,664$19,351iApproximate average salary by contribution assumption: employee only about $483,768 at 4% or $322,512 at 6%; with 50% employer match about $322,512 at 4% or $215,008 at 6%; with 100% employer match about $241,884 at 4% or $161,256 at 6%.
Financial Resource Advisors 401(K) Plan-19$1,792,014$367,664$19,351iApproximate average salary by contribution assumption: employee only about $483,768 at 4% or $322,512 at 6%; with 50% employer match about $322,512 at 4% or $215,008 at 6%; with 100% employer match about $241,884 at 4% or $161,256 at 6%.
2018119$1,148,192$181,851$9,571iApproximate average salary by contribution assumption: employee only about $239,278 at 4% or $159,518 at 6%; with 50% employer match about $159,518 at 4% or $106,346 at 6%; with 100% employer match about $119,639 at 4% or $79,759 at 6%.
Financial Resource Advisors 401(K) Plan-19$1,148,192$181,851$9,571iApproximate average salary by contribution assumption: employee only about $239,278 at 4% or $159,518 at 6%; with 50% employer match about $159,518 at 4% or $106,346 at 6%; with 100% employer match about $119,639 at 4% or $79,759 at 6%.
2017117$1,101,219$159,919$9,407iApproximate average salary by contribution assumption: employee only about $235,175 at 4% or $156,783 at 6%; with 50% employer match about $156,783 at 4% or $104,522 at 6%; with 100% employer match about $117,588 at 4% or $78,392 at 6%.
Financial Resource Advisors 401(K) Plan-17$1,101,219$159,919$9,407iApproximate average salary by contribution assumption: employee only about $235,175 at 4% or $156,783 at 6%; with 50% employer match about $156,783 at 4% or $104,522 at 6%; with 100% employer match about $117,588 at 4% or $78,392 at 6%.
2016115$841,243$152,197$10,146iApproximate average salary by contribution assumption: employee only about $253,662 at 4% or $169,108 at 6%; with 50% employer match about $169,108 at 4% or $112,739 at 6%; with 100% employer match about $126,831 at 4% or $84,554 at 6%.
Financial Resource Advisors 401(K) Plan-15$841,243$152,197$10,146iApproximate average salary by contribution assumption: employee only about $253,662 at 4% or $169,108 at 6%; with 50% employer match about $169,108 at 4% or $112,739 at 6%; with 100% employer match about $126,831 at 4% or $84,554 at 6%.