Civic Intelligence

Clark Financial Advisors

Plan context: Clark Financial Advisors 401(K) Profit Sharing Plan

EIN 63-0876804 • Birmingham, AL • 23 filings • 4 plans

3932 Crosshaven DriveBirmingham, AL 35242
Current Snapshot

Latest Year

2021

2021 Participants

5

2021 Assets

$1,516,391

2021 Contributions

$61,412

Historical Graphs

Total Assets Over Time

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

$1,859,936$929,968$0200620142020YearValue
$1,516,391Latest year 2020

Participants Over Time

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

630200620132020YearValue
5Latest year 2020

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
202110$0$61,412-
Clark Financial Advisors 401(K) Profit Sharing Plan-0$0$61,412-
202015$1,516,391$62,827$12,565iApproximate average salary by contribution assumption: employee only about $314,135 at 4% or $209,423 at 6%; with 50% employer match about $209,423 at 4% or $139,616 at 6%; with 100% employer match about $157,068 at 4% or $104,712 at 6%.
Clark Financial Advisors 401(K) Profit Sharing Plan-5$1,516,391$62,827$12,565iApproximate average salary by contribution assumption: employee only about $314,135 at 4% or $209,423 at 6%; with 50% employer match about $209,423 at 4% or $139,616 at 6%; with 100% employer match about $157,068 at 4% or $104,712 at 6%.
201915$1,310,298$116,200$23,240iApproximate average salary by contribution assumption: employee only about $581,000 at 4% or $387,333 at 6%; with 50% employer match about $387,333 at 4% or $258,222 at 6%; with 100% employer match about $290,500 at 4% or $193,667 at 6%.
Clark Financial Advisors 401(K) Profit Sharing Plan-5$1,310,298$116,200$23,240iApproximate average salary by contribution assumption: employee only about $581,000 at 4% or $387,333 at 6%; with 50% employer match about $387,333 at 4% or $258,222 at 6%; with 100% employer match about $290,500 at 4% or $193,667 at 6%.
201815$1,859,936$88,009$17,602iApproximate average salary by contribution assumption: employee only about $440,045 at 4% or $293,363 at 6%; with 50% employer match about $293,363 at 4% or $195,576 at 6%; with 100% employer match about $220,023 at 4% or $146,682 at 6%.
Clark Financial Advisors 401(K) Profit Sharing Plan-5$1,859,936$88,009$17,602iApproximate average salary by contribution assumption: employee only about $440,045 at 4% or $293,363 at 6%; with 50% employer match about $293,363 at 4% or $195,576 at 6%; with 100% employer match about $220,023 at 4% or $146,682 at 6%.
201715$1,834,065$89,003$17,801iApproximate average salary by contribution assumption: employee only about $445,015 at 4% or $296,677 at 6%; with 50% employer match about $296,677 at 4% or $197,784 at 6%; with 100% employer match about $222,507 at 4% or $148,338 at 6%.
Clark Financial Advisors 401(K) Profit Sharing Plan-5$1,834,065$89,003$17,801iApproximate average salary by contribution assumption: employee only about $445,015 at 4% or $296,677 at 6%; with 50% employer match about $296,677 at 4% or $197,784 at 6%; with 100% employer match about $222,507 at 4% or $148,338 at 6%.
201614$1,559,161$722,169$180,542iApproximate average salary by contribution assumption: employee only about $4,513,556 at 4% or $3,009,038 at 6%; with 50% employer match about $3,009,038 at 4% or $2,006,025 at 6%; with 100% employer match about $2,256,778 at 4% or $1,504,519 at 6%.
Clark Financial Advisors 401(K) Profit Sharing Plan-4$1,559,161$722,169$180,542iApproximate average salary by contribution assumption: employee only about $4,513,556 at 4% or $3,009,038 at 6%; with 50% employer match about $3,009,038 at 4% or $2,006,025 at 6%; with 100% employer match about $2,256,778 at 4% or $1,504,519 at 6%.
201513$804,158$82,882$27,627iApproximate average salary by contribution assumption: employee only about $690,683 at 4% or $460,456 at 6%; with 50% employer match about $460,456 at 4% or $306,970 at 6%; with 100% employer match about $345,342 at 4% or $230,228 at 6%.
Clark Financial Advisors 401(K) Profit Sharing Plan-3$804,158$82,882$27,627iApproximate average salary by contribution assumption: employee only about $690,683 at 4% or $460,456 at 6%; with 50% employer match about $460,456 at 4% or $306,970 at 6%; with 100% employer match about $345,342 at 4% or $230,228 at 6%.
201424$728,114$142,430$35,608iApproximate average salary by contribution assumption: employee only about $890,188 at 4% or $593,458 at 6%; with 50% employer match about $593,458 at 4% or $395,639 at 6%; with 100% employer match about $445,094 at 4% or $296,729 at 6%.
Clark Financial Advisors 401(K) Profit Sharing Plan-4$728,114$59,275$14,819iApproximate average salary by contribution assumption: employee only about $370,469 at 4% or $246,979 at 6%; with 50% employer match about $246,979 at 4% or $164,653 at 6%; with 100% employer match about $185,234 at 4% or $123,490 at 6%.
CLARK FINANCIAL ADVISORS CASH BALANCE PLAN-0$0$83,155-
201324$1,243,170$207,610$51,903iApproximate average salary by contribution assumption: employee only about $1,297,563 at 4% or $865,042 at 6%; with 50% employer match about $865,042 at 4% or $576,694 at 6%; with 100% employer match about $648,781 at 4% or $432,521 at 6%.
Clark Financial Advisors 401(K) Profit Sharing Plan-3$667,903$92,001$30,667iApproximate average salary by contribution assumption: employee only about $766,675 at 4% or $511,117 at 6%; with 50% employer match about $511,117 at 4% or $340,744 at 6%; with 100% employer match about $383,338 at 4% or $255,558 at 6%.
CLARK FINANCIAL ADVISORS CASH BALANCE PLAN-4$575,267$115,609$28,902iApproximate average salary by contribution assumption: employee only about $722,556 at 4% or $481,704 at 6%; with 50% employer match about $481,704 at 4% or $321,136 at 6%; with 100% employer match about $361,278 at 4% or $240,852 at 6%.
201224$966,438$257,596$64,399iApproximate average salary by contribution assumption: employee only about $1,609,975 at 4% or $1,073,317 at 6%; with 50% employer match about $1,073,317 at 4% or $715,544 at 6%; with 100% employer match about $804,988 at 4% or $536,658 at 6%.
Clark Financial Advisors 401(K) Profit Sharing Plan-3$551,172$100,536$33,512iApproximate average salary by contribution assumption: employee only about $837,800 at 4% or $558,533 at 6%; with 50% employer match about $558,533 at 4% or $372,356 at 6%; with 100% employer match about $418,900 at 4% or $279,267 at 6%.
CLARK FINANCIAL ADVISORS CASH BALANCE PLAN-4$415,266$157,060$39,265iApproximate average salary by contribution assumption: employee only about $981,625 at 4% or $654,417 at 6%; with 50% employer match about $654,417 at 4% or $436,278 at 6%; with 100% employer match about $490,813 at 4% or $327,208 at 6%.
201124$632,994$60,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Clark Financial Advisors 401(K) Profit Sharing Plan-2$400,439--
CLARK FINANCIAL ADVISORS CASH BALANCE PLAN-4$232,555$60,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
201026$634,389$183,267$30,545iApproximate average salary by contribution assumption: employee only about $763,613 at 4% or $509,075 at 6%; with 50% employer match about $509,075 at 4% or $339,383 at 6%; with 100% employer match about $381,806 at 4% or $254,538 at 6%.
Clark Financial Advisors 401(K) Profit Sharing Plan-6$434,456$123,267$20,545iApproximate average salary by contribution assumption: employee only about $513,613 at 4% or $342,408 at 6%; with 50% employer match about $342,408 at 4% or $228,272 at 6%; with 100% employer match about $256,806 at 4% or $171,204 at 6%.
CLARK FINANCIAL ADVISORS CASH BALANCE PLAN-4$199,933$60,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200923$408,979$97,108$32,369iApproximate average salary by contribution assumption: employee only about $809,233 at 4% or $539,489 at 6%; with 50% employer match about $539,489 at 4% or $359,659 at 6%; with 100% employer match about $404,617 at 4% or $269,744 at 6%.
Clark Financial Advisors 401(K) Profit Sharing Plan-3$286,213$89,332$29,777iApproximate average salary by contribution assumption: employee only about $744,433 at 4% or $496,289 at 6%; with 50% employer match about $496,289 at 4% or $330,859 at 6%; with 100% employer match about $372,217 at 4% or $248,144 at 6%.
CLARK FINANCIAL ADVISORS CASH BALANCE PLAN-3$122,766$7,776$2,592iApproximate average salary by contribution assumption: employee only about $64,800 at 4% or $43,200 at 6%; with 50% employer match about $43,200 at 4% or $28,800 at 6%; with 100% employer match about $32,400 at 4% or $21,600 at 6%.
200823$257,928$188,990$62,997iApproximate average salary by contribution assumption: employee only about $1,574,917 at 4% or $1,049,944 at 6%; with 50% employer match about $1,049,944 at 4% or $699,963 at 6%; with 100% employer match about $787,458 at 4% or $524,972 at 6%.
Clark Financial Advisors 401(K) Profit Sharing Plan-3$152,551$83,990$27,997iApproximate average salary by contribution assumption: employee only about $699,917 at 4% or $466,611 at 6%; with 50% employer match about $466,611 at 4% or $311,074 at 6%; with 100% employer match about $349,958 at 4% or $233,306 at 6%.
CLARK FINANCIAL ADVISORS CASH BALANCE PLAN-2$105,377$105,000$52,500iApproximate average salary by contribution assumption: employee only about $1,312,500 at 4% or $875,000 at 6%; with 50% employer match about $875,000 at 4% or $583,333 at 6%; with 100% employer match about $656,250 at 4% or $437,500 at 6%.
200712$0$0-
Clark Financial Advisors 401(K) Profit Sharing Plan-2---
200612$57,653$52,419$26,210iApproximate average salary by contribution assumption: employee only about $655,238 at 4% or $436,825 at 6%; with 50% employer match about $436,825 at 4% or $291,217 at 6%; with 100% employer match about $327,619 at 4% or $218,413 at 6%.
Clark Financial Advisors 401(K) Profit Sharing Plan-2$57,653$52,419$26,210iApproximate average salary by contribution assumption: employee only about $655,238 at 4% or $436,825 at 6%; with 50% employer match about $436,825 at 4% or $291,217 at 6%; with 100% employer match about $327,619 at 4% or $218,413 at 6%.