Civic Intelligence

Reservoir Financial LLC

Plan context: Reservoir Financial LLC 401(K) Plan

EIN 57-1203479 • Mansfield Center, CT • 8 filings • 1 plans

205 Storrs RdMansfield Center, CT 06250-1638
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,037,229

2024 Contributions

$147,307

Historical Graphs

Total Assets Over Time

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

$2,037,229$1,018,615$0201720212024YearValue
$2,037,229Latest year 2024

Participants Over Time

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

740201720212024YearValue
7Latest 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
202417$2,037,229$147,307$21,044iApproximate average salary by contribution assumption: employee only about $526,096 at 4% or $350,731 at 6%; with 50% employer match about $350,731 at 4% or $233,821 at 6%; with 100% employer match about $263,048 at 4% or $175,365 at 6%.
Reservoir Financial LLC 401(K) Plan-7$2,037,229$147,307$21,044iApproximate average salary by contribution assumption: employee only about $526,096 at 4% or $350,731 at 6%; with 50% employer match about $350,731 at 4% or $233,821 at 6%; with 100% employer match about $263,048 at 4% or $175,365 at 6%.
202316$1,644,181$191,557$31,926iApproximate average salary by contribution assumption: employee only about $798,154 at 4% or $532,103 at 6%; with 50% employer match about $532,103 at 4% or $354,735 at 6%; with 100% employer match about $399,077 at 4% or $266,051 at 6%.
Reservoir Financial LLC 401(K) Plan-6$1,644,181$191,557$31,926iApproximate average salary by contribution assumption: employee only about $798,154 at 4% or $532,103 at 6%; with 50% employer match about $532,103 at 4% or $354,735 at 6%; with 100% employer match about $399,077 at 4% or $266,051 at 6%.
202217$1,196,443$160,024$22,861iApproximate average salary by contribution assumption: employee only about $571,514 at 4% or $381,010 at 6%; with 50% employer match about $381,010 at 4% or $254,006 at 6%; with 100% employer match about $285,757 at 4% or $190,505 at 6%.
Reservoir Financial LLC 401(K) Plan-7$1,196,443$160,024$22,861iApproximate average salary by contribution assumption: employee only about $571,514 at 4% or $381,010 at 6%; with 50% employer match about $381,010 at 4% or $254,006 at 6%; with 100% employer match about $285,757 at 4% or $190,505 at 6%.
202116$1,322,843$124,781$20,797iApproximate average salary by contribution assumption: employee only about $519,921 at 4% or $346,614 at 6%; with 50% employer match about $346,614 at 4% or $231,076 at 6%; with 100% employer match about $259,960 at 4% or $173,307 at 6%.
Reservoir Financial LLC 401(K) Plan-6$1,322,843$124,781$20,797iApproximate average salary by contribution assumption: employee only about $519,921 at 4% or $346,614 at 6%; with 50% employer match about $346,614 at 4% or $231,076 at 6%; with 100% employer match about $259,960 at 4% or $173,307 at 6%.
202014$1,014,226$94,065$23,516iApproximate average salary by contribution assumption: employee only about $587,906 at 4% or $391,938 at 6%; with 50% employer match about $391,938 at 4% or $261,292 at 6%; with 100% employer match about $293,953 at 4% or $195,969 at 6%.
Reservoir Financial LLC 401(K) Plan-4$1,014,226$94,065$23,516iApproximate average salary by contribution assumption: employee only about $587,906 at 4% or $391,938 at 6%; with 50% employer match about $391,938 at 4% or $261,292 at 6%; with 100% employer match about $293,953 at 4% or $195,969 at 6%.
201914$759,868$90,410$22,603iApproximate average salary by contribution assumption: employee only about $565,063 at 4% or $376,708 at 6%; with 50% employer match about $376,708 at 4% or $251,139 at 6%; with 100% employer match about $282,531 at 4% or $188,354 at 6%.
Reservoir Financial LLC 401(K) Plan-4$759,868$90,410$22,603iApproximate average salary by contribution assumption: employee only about $565,063 at 4% or $376,708 at 6%; with 50% employer match about $376,708 at 4% or $251,139 at 6%; with 100% employer match about $282,531 at 4% or $188,354 at 6%.
201814$533,399$118,751$29,688iApproximate average salary by contribution assumption: employee only about $742,194 at 4% or $494,796 at 6%; with 50% employer match about $494,796 at 4% or $329,864 at 6%; with 100% employer match about $371,097 at 4% or $247,398 at 6%.
Reservoir Financial LLC 401(K) Plan-4$533,399$118,751$29,688iApproximate average salary by contribution assumption: employee only about $742,194 at 4% or $494,796 at 6%; with 50% employer match about $494,796 at 4% or $329,864 at 6%; with 100% employer match about $371,097 at 4% or $247,398 at 6%.
201714$448,113$394,039$98,510iApproximate average salary by contribution assumption: employee only about $2,462,744 at 4% or $1,641,829 at 6%; with 50% employer match about $1,641,829 at 4% or $1,094,553 at 6%; with 100% employer match about $1,231,372 at 4% or $820,915 at 6%.
Reservoir Financial LLC 401(K) Plan-4$448,113$394,039$98,510iApproximate average salary by contribution assumption: employee only about $2,462,744 at 4% or $1,641,829 at 6%; with 50% employer match about $1,641,829 at 4% or $1,094,553 at 6%; with 100% employer match about $1,231,372 at 4% or $820,915 at 6%.