Civic Intelligence

Discovery Financial LLC

Plan context: Discovery Financial LLC 401K Retirement Savings Plan

EIN 61-1432536 • Ada, MI • 20 filings • 1 plans

971 Spaulding Ave SE Ste AAda, MI 49301-3705
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,804,396

2024 Contributions

$97,633

Historical Graphs

Total Assets Over Time

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

$2,002,665$1,001,333$0200520142023YearValue
$1,804,396Latest year 2023

Participants Over Time

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

840200520142023YearValue
4Latest year 2023

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
202410$0$97,633-
Discovery Financial LLC 401K Retirement Savings Plan-0$0$97,633-
202314$1,804,396$121,721$30,430iApproximate average salary by contribution assumption: employee only about $760,756 at 4% or $507,171 at 6%; with 50% employer match about $507,171 at 4% or $338,114 at 6%; with 100% employer match about $380,378 at 4% or $253,585 at 6%.
Discovery Financial LLC 401K Retirement Savings Plan-4$1,804,396$121,721$30,430iApproximate average salary by contribution assumption: employee only about $760,756 at 4% or $507,171 at 6%; with 50% employer match about $507,171 at 4% or $338,114 at 6%; with 100% employer match about $380,378 at 4% or $253,585 at 6%.
202210$1,467,462$116,549-
Discovery Financial LLC 401K Retirement Savings Plan-0$1,467,462$116,549-
202116$2,002,665$111,913$18,652iApproximate average salary by contribution assumption: employee only about $466,304 at 4% or $310,869 at 6%; with 50% employer match about $310,869 at 4% or $207,246 at 6%; with 100% employer match about $233,152 at 4% or $155,435 at 6%.
Discovery Financial LLC 401K Retirement Savings Plan-6$2,002,665$111,913$18,652iApproximate average salary by contribution assumption: employee only about $466,304 at 4% or $310,869 at 6%; with 50% employer match about $310,869 at 4% or $207,246 at 6%; with 100% employer match about $233,152 at 4% or $155,435 at 6%.
202017$1,619,554$112,300$16,043iApproximate average salary by contribution assumption: employee only about $401,071 at 4% or $267,381 at 6%; with 50% employer match about $267,381 at 4% or $178,254 at 6%; with 100% employer match about $200,536 at 4% or $133,690 at 6%.
Discovery Financial LLC 401K Retirement Savings Plan-7$1,619,554$112,300$16,043iApproximate average salary by contribution assumption: employee only about $401,071 at 4% or $267,381 at 6%; with 50% employer match about $267,381 at 4% or $178,254 at 6%; with 100% employer match about $200,536 at 4% or $133,690 at 6%.
201917$1,855,836$110,533$15,790iApproximate average salary by contribution assumption: employee only about $394,761 at 4% or $263,174 at 6%; with 50% employer match about $263,174 at 4% or $175,449 at 6%; with 100% employer match about $197,380 at 4% or $131,587 at 6%.
Discovery Financial LLC 401K Retirement Savings Plan-7$1,855,836$110,533$15,790iApproximate average salary by contribution assumption: employee only about $394,761 at 4% or $263,174 at 6%; with 50% employer match about $263,174 at 4% or $175,449 at 6%; with 100% employer match about $197,380 at 4% or $131,587 at 6%.
201818$1,374,251$100,817$12,602iApproximate average salary by contribution assumption: employee only about $315,053 at 4% or $210,035 at 6%; with 50% employer match about $210,035 at 4% or $140,024 at 6%; with 100% employer match about $157,527 at 4% or $105,018 at 6%.
Discovery Financial LLC 401K Retirement Savings Plan-8$1,374,251$100,817$12,602iApproximate average salary by contribution assumption: employee only about $315,053 at 4% or $210,035 at 6%; with 50% employer match about $210,035 at 4% or $140,024 at 6%; with 100% employer match about $157,527 at 4% or $105,018 at 6%.
201718$1,404,346$104,588$13,074iApproximate average salary by contribution assumption: employee only about $326,838 at 4% or $217,892 at 6%; with 50% employer match about $217,892 at 4% or $145,261 at 6%; with 100% employer match about $163,419 at 4% or $108,946 at 6%.
Discovery Financial LLC 401K Retirement Savings Plan-8$1,404,346$104,588$13,074iApproximate average salary by contribution assumption: employee only about $326,838 at 4% or $217,892 at 6%; with 50% employer match about $217,892 at 4% or $145,261 at 6%; with 100% employer match about $163,419 at 4% or $108,946 at 6%.
201618$1,091,576$103,223$12,903iApproximate average salary by contribution assumption: employee only about $322,572 at 4% or $215,048 at 6%; with 50% employer match about $215,048 at 4% or $143,365 at 6%; with 100% employer match about $161,286 at 4% or $107,524 at 6%.
Discovery Financial LLC 401K Retirement Savings Plan-8$1,091,576$103,223$12,903iApproximate average salary by contribution assumption: employee only about $322,572 at 4% or $215,048 at 6%; with 50% employer match about $215,048 at 4% or $143,365 at 6%; with 100% employer match about $161,286 at 4% or $107,524 at 6%.
201518$905,673$92,290$11,536iApproximate average salary by contribution assumption: employee only about $288,406 at 4% or $192,271 at 6%; with 50% employer match about $192,271 at 4% or $128,181 at 6%; with 100% employer match about $144,203 at 4% or $96,135 at 6%.
Discovery Financial LLC 401K Retirement Savings Plan-8$905,673$92,290$11,536iApproximate average salary by contribution assumption: employee only about $288,406 at 4% or $192,271 at 6%; with 50% employer match about $192,271 at 4% or $128,181 at 6%; with 100% employer match about $144,203 at 4% or $96,135 at 6%.
201418$838,673$84,663$10,583iApproximate average salary by contribution assumption: employee only about $264,572 at 4% or $176,381 at 6%; with 50% employer match about $176,381 at 4% or $117,588 at 6%; with 100% employer match about $132,286 at 4% or $88,191 at 6%.
Discovery Financial LLC 401K Retirement Savings Plan-8$838,673$84,663$10,583iApproximate average salary by contribution assumption: employee only about $264,572 at 4% or $176,381 at 6%; with 50% employer match about $176,381 at 4% or $117,588 at 6%; with 100% employer match about $132,286 at 4% or $88,191 at 6%.
201318$695,634$84,077$10,510iApproximate average salary by contribution assumption: employee only about $262,741 at 4% or $175,160 at 6%; with 50% employer match about $175,160 at 4% or $116,774 at 6%; with 100% employer match about $131,370 at 4% or $87,580 at 6%.
Discovery Financial LLC 401K Retirement Savings Plan-8$695,634$84,077$10,510iApproximate average salary by contribution assumption: employee only about $262,741 at 4% or $175,160 at 6%; with 50% employer match about $175,160 at 4% or $116,774 at 6%; with 100% employer match about $131,370 at 4% or $87,580 at 6%.
201213$486,059$80,978$26,993iApproximate average salary by contribution assumption: employee only about $674,817 at 4% or $449,878 at 6%; with 50% employer match about $449,878 at 4% or $299,919 at 6%; with 100% employer match about $337,408 at 4% or $224,939 at 6%.
Discovery Financial LLC 401K Retirement Savings Plan-3$486,059$80,978$26,993iApproximate average salary by contribution assumption: employee only about $674,817 at 4% or $449,878 at 6%; with 50% employer match about $449,878 at 4% or $299,919 at 6%; with 100% employer match about $337,408 at 4% or $224,939 at 6%.
201114$361,061$75,920$18,980iApproximate average salary by contribution assumption: employee only about $474,500 at 4% or $316,333 at 6%; with 50% employer match about $316,333 at 4% or $210,889 at 6%; with 100% employer match about $237,250 at 4% or $158,167 at 6%.
Discovery Financial LLC 401K Retirement Savings Plan-4$361,061$75,920$18,980iApproximate average salary by contribution assumption: employee only about $474,500 at 4% or $316,333 at 6%; with 50% employer match about $316,333 at 4% or $210,889 at 6%; with 100% employer match about $237,250 at 4% or $158,167 at 6%.
201014$306,591$95,676$23,919iApproximate average salary by contribution assumption: employee only about $597,975 at 4% or $398,650 at 6%; with 50% employer match about $398,650 at 4% or $265,767 at 6%; with 100% employer match about $298,988 at 4% or $199,325 at 6%.
Discovery Financial LLC 401K Retirement Savings Plan-4$306,591$95,676$23,919iApproximate average salary by contribution assumption: employee only about $597,975 at 4% or $398,650 at 6%; with 50% employer match about $398,650 at 4% or $265,767 at 6%; with 100% employer match about $298,988 at 4% or $199,325 at 6%.
200914$378,384$52,995$13,249iApproximate average salary by contribution assumption: employee only about $331,219 at 4% or $220,813 at 6%; with 50% employer match about $220,813 at 4% or $147,208 at 6%; with 100% employer match about $165,609 at 4% or $110,406 at 6%.
Discovery Financial LLC 401K Retirement Savings Plan-4$378,384$52,995$13,249iApproximate average salary by contribution assumption: employee only about $331,219 at 4% or $220,813 at 6%; with 50% employer match about $220,813 at 4% or $147,208 at 6%; with 100% employer match about $165,609 at 4% or $110,406 at 6%.
200815$247,890$64,149$12,830iApproximate average salary by contribution assumption: employee only about $320,745 at 4% or $213,830 at 6%; with 50% employer match about $213,830 at 4% or $142,553 at 6%; with 100% employer match about $160,373 at 4% or $106,915 at 6%.
Discovery Financial LLC 401K Retirement Savings Plan-5$247,890$64,149$12,830iApproximate average salary by contribution assumption: employee only about $320,745 at 4% or $213,830 at 6%; with 50% employer match about $213,830 at 4% or $142,553 at 6%; with 100% employer match about $160,373 at 4% or $106,915 at 6%.
200715$319,761$146,081$29,216iApproximate average salary by contribution assumption: employee only about $730,405 at 4% or $486,937 at 6%; with 50% employer match about $486,937 at 4% or $324,624 at 6%; with 100% employer match about $365,203 at 4% or $243,468 at 6%.
Discovery Financial LLC 401K Retirement Savings Plan-5$319,761$146,081$29,216iApproximate average salary by contribution assumption: employee only about $730,405 at 4% or $486,937 at 6%; with 50% employer match about $486,937 at 4% or $324,624 at 6%; with 100% employer match about $365,203 at 4% or $243,468 at 6%.
200615$162,462$84,116$16,823iApproximate average salary by contribution assumption: employee only about $420,580 at 4% or $280,387 at 6%; with 50% employer match about $280,387 at 4% or $186,924 at 6%; with 100% employer match about $210,290 at 4% or $140,193 at 6%.
Discovery Financial LLC 401K Retirement Savings Plan-5$162,462$84,116$16,823iApproximate average salary by contribution assumption: employee only about $420,580 at 4% or $280,387 at 6%; with 50% employer match about $280,387 at 4% or $186,924 at 6%; with 100% employer match about $210,290 at 4% or $140,193 at 6%.
200514$68,426$66,095$16,524iApproximate average salary by contribution assumption: employee only about $413,094 at 4% or $275,396 at 6%; with 50% employer match about $275,396 at 4% or $183,597 at 6%; with 100% employer match about $206,547 at 4% or $137,698 at 6%.
Discovery Financial LLC 401K Retirement Savings Plan-4$68,426$66,095$16,524iApproximate average salary by contribution assumption: employee only about $413,094 at 4% or $275,396 at 6%; with 50% employer match about $275,396 at 4% or $183,597 at 6%; with 100% employer match about $206,547 at 4% or $137,698 at 6%.
Discovery Financial LLC | EIN 61-1432536 | 2024 Form 5500 Company Profile