Civic Intelligence

Financial Independence Plannin

Plan context: Financial Independence Plannin 401(K) Profit Sharing Plan & Trust

EIN 57-1196970 • Conshohocken, PA • 9 filings • 2 plans

1495 Alan Wood Rd Ste 100Conshohocken, PA 19428-1134
Current Snapshot

Latest Year

2025

2025 Participants

23

2025 Assets

$2,259,302

2025 Contributions

$375,730

Historical Graphs

Total Assets Over Time

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

$2,259,302$1,129,651$0200820222025YearValue
$2,259,302Latest year 2025

Participants Over Time

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

23120200820222025YearValue
23Latest 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
2025123$2,259,302$375,730$16,336iApproximate average salary by contribution assumption: employee only about $408,402 at 4% or $272,268 at 6%; with 50% employer match about $272,268 at 4% or $181,512 at 6%; with 100% employer match about $204,201 at 4% or $136,134 at 6%.
Financial Independence Plannin 401(K) Profit Sharing Plan & Trust-23$2,259,302$375,730$16,336iApproximate average salary by contribution assumption: employee only about $408,402 at 4% or $272,268 at 6%; with 50% employer match about $272,268 at 4% or $181,512 at 6%; with 100% employer match about $204,201 at 4% or $136,134 at 6%.
2024122$1,643,356$327,360$14,880iApproximate average salary by contribution assumption: employee only about $372,000 at 4% or $248,000 at 6%; with 50% employer match about $248,000 at 4% or $165,333 at 6%; with 100% employer match about $186,000 at 4% or $124,000 at 6%.
Financial Independence Plannin 401(K) Profit Sharing Plan & Trust-22$1,643,356$327,360$14,880iApproximate average salary by contribution assumption: employee only about $372,000 at 4% or $248,000 at 6%; with 50% employer match about $248,000 at 4% or $165,333 at 6%; with 100% employer match about $186,000 at 4% or $124,000 at 6%.
2023122$1,090,352$268,628$12,210iApproximate average salary by contribution assumption: employee only about $305,259 at 4% or $203,506 at 6%; with 50% employer match about $203,506 at 4% or $135,671 at 6%; with 100% employer match about $152,630 at 4% or $101,753 at 6%.
Financial Independence Plannin 401(K) Profit Sharing Plan & Trust-22$1,090,352$268,628$12,210iApproximate average salary by contribution assumption: employee only about $305,259 at 4% or $203,506 at 6%; with 50% employer match about $203,506 at 4% or $135,671 at 6%; with 100% employer match about $152,630 at 4% or $101,753 at 6%.
2022123$665,721$286,513$12,457iApproximate average salary by contribution assumption: employee only about $311,427 at 4% or $207,618 at 6%; with 50% employer match about $207,618 at 4% or $138,412 at 6%; with 100% employer match about $155,714 at 4% or $103,809 at 6%.
Financial Independence Plannin 401(K) Profit Sharing Plan & Trust-23$665,721$286,513$12,457iApproximate average salary by contribution assumption: employee only about $311,427 at 4% or $207,618 at 6%; with 50% employer match about $207,618 at 4% or $138,412 at 6%; with 100% employer match about $155,714 at 4% or $103,809 at 6%.
2021121$563,240$280,019$13,334iApproximate average salary by contribution assumption: employee only about $333,356 at 4% or $222,237 at 6%; with 50% employer match about $222,237 at 4% or $148,158 at 6%; with 100% employer match about $166,678 at 4% or $111,119 at 6%.
Financial Independence Plannin 401(K) Profit Sharing Plan & Trust-21$563,240$280,019$13,334iApproximate average salary by contribution assumption: employee only about $333,356 at 4% or $222,237 at 6%; with 50% employer match about $222,237 at 4% or $148,158 at 6%; with 100% employer match about $166,678 at 4% or $111,119 at 6%.
2020113$226,494$195,280$15,022iApproximate average salary by contribution assumption: employee only about $375,538 at 4% or $250,359 at 6%; with 50% employer match about $250,359 at 4% or $166,906 at 6%; with 100% employer match about $187,769 at 4% or $125,179 at 6%.
Financial Independence Plannin 401(K) Profit Sharing Plan & Trust-13$226,494$195,280$15,022iApproximate average salary by contribution assumption: employee only about $375,538 at 4% or $250,359 at 6%; with 50% employer match about $250,359 at 4% or $166,906 at 6%; with 100% employer match about $187,769 at 4% or $125,179 at 6%.
201010$0$1,392-
Financial Independence Plannin 401(K) Profit Sharing Plan & Trust-0-$1,392-
200913$30,969$2,607$869iApproximate average salary by contribution assumption: employee only about $21,725 at 4% or $14,483 at 6%; with 50% employer match about $14,483 at 4% or $9,656 at 6%; with 100% employer match about $10,863 at 4% or $7,242 at 6%.
Financial Independence Plannin 401(K) Profit Sharing Plan & Trust-3$30,969$2,607$869iApproximate average salary by contribution assumption: employee only about $21,725 at 4% or $14,483 at 6%; with 50% employer match about $14,483 at 4% or $9,656 at 6%; with 100% employer match about $10,863 at 4% or $7,242 at 6%.
200813$22,135$28,764$9,588iApproximate average salary by contribution assumption: employee only about $239,700 at 4% or $159,800 at 6%; with 50% employer match about $159,800 at 4% or $106,533 at 6%; with 100% employer match about $119,850 at 4% or $79,900 at 6%.
Financial Independence Plannin 401(K) Profit Sharing Plan & Trust-3$22,135$28,764$9,588iApproximate average salary by contribution assumption: employee only about $239,700 at 4% or $159,800 at 6%; with 50% employer match about $159,800 at 4% or $106,533 at 6%; with 100% employer match about $119,850 at 4% or $79,900 at 6%.