LYNCH FINANCIAL ADVISORS
Plan context: LYNCH FINANCIAL ADVISORS 401K PROFIT SHARING PLAN
EIN 73-1725980 • Roseville, CA • 8 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$496,999
2025 Contributions
$91,034
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $496,999 | $91,034 | $30,345iApproximate average salary by contribution assumption: employee only about $758,617 at 4% or $505,744 at 6%; with 50% employer match about $505,744 at 4% or $337,163 at 6%; with 100% employer match about $379,308 at 4% or $252,872 at 6%. |
| LYNCH FINANCIAL ADVISORS 401K PROFIT SHARING PLAN | - | 3 | $496,999 | $91,034 | $30,345iApproximate average salary by contribution assumption: employee only about $758,617 at 4% or $505,744 at 6%; with 50% employer match about $505,744 at 4% or $337,163 at 6%; with 100% employer match about $379,308 at 4% or $252,872 at 6%. |
| 2024 | 1 | 3 | $384,578 | $76,390 | $25,463iApproximate average salary by contribution assumption: employee only about $636,583 at 4% or $424,389 at 6%; with 50% employer match about $424,389 at 4% or $282,926 at 6%; with 100% employer match about $318,292 at 4% or $212,194 at 6%. |
| LYNCH FINANCIAL ADVISORS 401K PROFIT SHARING PLAN | - | 3 | $384,578 | $76,390 | $25,463iApproximate average salary by contribution assumption: employee only about $636,583 at 4% or $424,389 at 6%; with 50% employer match about $424,389 at 4% or $282,926 at 6%; with 100% employer match about $318,292 at 4% or $212,194 at 6%. |
| 2023 | 1 | 3 | $269,636 | $72,856 | $24,285iApproximate average salary by contribution assumption: employee only about $607,133 at 4% or $404,756 at 6%; with 50% employer match about $404,756 at 4% or $269,837 at 6%; with 100% employer match about $303,567 at 4% or $202,378 at 6%. |
| LYNCH FINANCIAL ADVISORS 401K PROFIT SHARING PLAN | - | 3 | $269,636 | $72,856 | $24,285iApproximate average salary by contribution assumption: employee only about $607,133 at 4% or $404,756 at 6%; with 50% employer match about $404,756 at 4% or $269,837 at 6%; with 100% employer match about $303,567 at 4% or $202,378 at 6%. |
| 2022 | 1 | 4 | $180,746 | $42,144 | $10,536iApproximate average salary by contribution assumption: employee only about $263,400 at 4% or $175,600 at 6%; with 50% employer match about $175,600 at 4% or $117,067 at 6%; with 100% employer match about $131,700 at 4% or $87,800 at 6%. |
| LYNCH FINANCIAL ADVISORS 401K PROFIT SHARING PLAN | - | 4 | $180,746 | $42,144 | $10,536iApproximate average salary by contribution assumption: employee only about $263,400 at 4% or $175,600 at 6%; with 50% employer match about $175,600 at 4% or $117,067 at 6%; with 100% employer match about $131,700 at 4% or $87,800 at 6%. |
| 2021 | 1 | 6 | $155,585 | $59,599 | $9,933iApproximate average salary by contribution assumption: employee only about $248,329 at 4% or $165,553 at 6%; with 50% employer match about $165,553 at 4% or $110,369 at 6%; with 100% employer match about $124,165 at 4% or $82,776 at 6%. |
| LYNCH FINANCIAL ADVISORS 401K PROFIT SHARING PLAN | - | 6 | $155,585 | $59,599 | $9,933iApproximate average salary by contribution assumption: employee only about $248,329 at 4% or $165,553 at 6%; with 50% employer match about $165,553 at 4% or $110,369 at 6%; with 100% employer match about $124,165 at 4% or $82,776 at 6%. |
| 2020 | 1 | 6 | $95,181 | $62,141 | $10,357iApproximate average salary by contribution assumption: employee only about $258,921 at 4% or $172,614 at 6%; with 50% employer match about $172,614 at 4% or $115,076 at 6%; with 100% employer match about $129,460 at 4% or $86,307 at 6%. |
| LYNCH FINANCIAL ADVISORS 401K PROFIT SHARING PLAN | - | 6 | $95,181 | $62,141 | $10,357iApproximate average salary by contribution assumption: employee only about $258,921 at 4% or $172,614 at 6%; with 50% employer match about $172,614 at 4% or $115,076 at 6%; with 100% employer match about $129,460 at 4% or $86,307 at 6%. |
| 2019 | 1 | 6 | $25,690 | $16,846 | $2,808iApproximate average salary by contribution assumption: employee only about $70,192 at 4% or $46,794 at 6%; with 50% employer match about $46,794 at 4% or $31,196 at 6%; with 100% employer match about $35,096 at 4% or $23,397 at 6%. |
| LYNCH FINANCIAL ADVISORS 401K PROFIT SHARING PLAN | - | 6 | $25,690 | $16,846 | $2,808iApproximate average salary by contribution assumption: employee only about $70,192 at 4% or $46,794 at 6%; with 50% employer match about $46,794 at 4% or $31,196 at 6%; with 100% employer match about $35,096 at 4% or $23,397 at 6%. |
| 2018 | 1 | 1 | $8,392 | $8,392 | $8,392iApproximate average salary by contribution assumption: employee only about $209,800 at 4% or $139,867 at 6%; with 50% employer match about $139,867 at 4% or $93,244 at 6%; with 100% employer match about $104,900 at 4% or $69,933 at 6%. |
| LYNCH FINANCIAL ADVISORS 401K PROFIT SHARING PLAN | - | 1 | $8,392 | $8,392 | $8,392iApproximate average salary by contribution assumption: employee only about $209,800 at 4% or $139,867 at 6%; with 50% employer match about $139,867 at 4% or $93,244 at 6%; with 100% employer match about $104,900 at 4% or $69,933 at 6%. |