Civic Intelligence

Edelman Financial Services LLC

Plan context: Edelman Financial Services LLC 401(K) Plan

EIN 81-0672613 • Manakin-sabot, VA • 11 filings • 4 plans

304 River Road WestManakin-sabot, VA 23103
Current Snapshot

Latest Year

2019

2019 Participants

434

2019 Assets

$120,804,546

2019 Contributions

$10,799,182

Historical Graphs

Total Assets Over Time

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

$120,804,546$60,402,273$0200620112019YearValue
$120,804,546Latest year 2019

Participants Over Time

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

5792900200620112019YearValue
434Latest year 2019

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
20191434$120,804,546$10,799,182$24,883iApproximate average salary by contribution assumption: employee only about $622,073 at 4% or $414,715 at 6%; with 50% employer match about $414,715 at 4% or $276,477 at 6%; with 100% employer match about $311,036 at 4% or $207,358 at 6%.
Edelman Financial Services LLC 401(K) Plan-434$120,804,546$10,799,182$24,883iApproximate average salary by contribution assumption: employee only about $622,073 at 4% or $414,715 at 6%; with 50% employer match about $414,715 at 4% or $276,477 at 6%; with 100% employer match about $311,036 at 4% or $207,358 at 6%.
20181516$93,742,713$11,004,393$21,326iApproximate average salary by contribution assumption: employee only about $533,159 at 4% or $355,439 at 6%; with 50% employer match about $355,439 at 4% or $236,959 at 6%; with 100% employer match about $266,579 at 4% or $177,720 at 6%.
Edelman Financial Services LLC 401(K) Plan-516$93,742,713$11,004,393$21,326iApproximate average salary by contribution assumption: employee only about $533,159 at 4% or $355,439 at 6%; with 50% employer match about $355,439 at 4% or $236,959 at 6%; with 100% employer match about $266,579 at 4% or $177,720 at 6%.
20171579$96,300,642$10,424,860$18,005iApproximate average salary by contribution assumption: employee only about $450,123 at 4% or $300,082 at 6%; with 50% employer match about $300,082 at 4% or $200,055 at 6%; with 100% employer match about $225,062 at 4% or $150,041 at 6%.
Edelman Financial Services LLC 401(K) Plan-579$96,300,642$10,424,860$18,005iApproximate average salary by contribution assumption: employee only about $450,123 at 4% or $300,082 at 6%; with 50% employer match about $300,082 at 4% or $200,055 at 6%; with 100% employer match about $225,062 at 4% or $150,041 at 6%.
20161524$74,918,138$8,843,452$16,877iApproximate average salary by contribution assumption: employee only about $421,920 at 4% or $281,280 at 6%; with 50% employer match about $281,280 at 4% or $187,520 at 6%; with 100% employer match about $210,960 at 4% or $140,640 at 6%.
Edelman Financial Services LLC 401(K) Plan-524$74,918,138$8,843,452$16,877iApproximate average salary by contribution assumption: employee only about $421,920 at 4% or $281,280 at 6%; with 50% employer match about $281,280 at 4% or $187,520 at 6%; with 100% employer match about $210,960 at 4% or $140,640 at 6%.
201122$22,500$2,254,213$1,127,107iApproximate average salary by contribution assumption: employee only about $28,177,663 at 4% or $18,785,108 at 6%; with 50% employer match about $18,785,108 at 4% or $12,523,406 at 6%; with 100% employer match about $14,088,831 at 4% or $9,392,554 at 6%.
Edelman Financial Services LLC 401(K) Plan-2$22,500$22,500$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
Edelman Financial Services LLC 401(K) Plan-0-$2,231,713-
20101212$21,423,044$2,700,387$12,738iApproximate average salary by contribution assumption: employee only about $318,442 at 4% or $212,295 at 6%; with 50% employer match about $212,295 at 4% or $141,530 at 6%; with 100% employer match about $159,221 at 4% or $106,147 at 6%.
Edelman Financial Services LLC 401(K) Plan-212$21,423,044$2,700,387$12,738iApproximate average salary by contribution assumption: employee only about $318,442 at 4% or $212,295 at 6%; with 50% employer match about $212,295 at 4% or $141,530 at 6%; with 100% employer match about $159,221 at 4% or $106,147 at 6%.
20091169$15,936,608$2,184,780$12,928iApproximate average salary by contribution assumption: employee only about $323,192 at 4% or $215,462 at 6%; with 50% employer match about $215,462 at 4% or $143,641 at 6%; with 100% employer match about $161,596 at 4% or $107,731 at 6%.
Edelman Financial Services LLC 401(K) Plan-169$15,936,608$2,184,780$12,928iApproximate average salary by contribution assumption: employee only about $323,192 at 4% or $215,462 at 6%; with 50% employer match about $215,462 at 4% or $143,641 at 6%; with 100% employer match about $161,596 at 4% or $107,731 at 6%.
20081185$10,306,830$2,079,534$11,241iApproximate average salary by contribution assumption: employee only about $281,018 at 4% or $187,345 at 6%; with 50% employer match about $187,345 at 4% or $124,897 at 6%; with 100% employer match about $140,509 at 4% or $93,673 at 6%.
Edelman Financial Services LLC 401(K) Plan-185$10,306,830$2,079,534$11,241iApproximate average salary by contribution assumption: employee only about $281,018 at 4% or $187,345 at 6%; with 50% employer match about $187,345 at 4% or $124,897 at 6%; with 100% employer match about $140,509 at 4% or $93,673 at 6%.
20071120$12,933,375$1,824,317$15,203iApproximate average salary by contribution assumption: employee only about $380,066 at 4% or $253,377 at 6%; with 50% employer match about $253,377 at 4% or $168,918 at 6%; with 100% employer match about $190,033 at 4% or $126,689 at 6%.
Edelman Financial Services LLC 401(K) Plan-120$12,933,375$1,824,317$15,203iApproximate average salary by contribution assumption: employee only about $380,066 at 4% or $253,377 at 6%; with 50% employer match about $253,377 at 4% or $168,918 at 6%; with 100% employer match about $190,033 at 4% or $126,689 at 6%.
2006186$10,098,302$1,328,945$15,453iApproximate average salary by contribution assumption: employee only about $386,321 at 4% or $257,547 at 6%; with 50% employer match about $257,547 at 4% or $171,698 at 6%; with 100% employer match about $193,161 at 4% or $128,774 at 6%.
Edelman Financial Services LLC 401(K) Plan-86$10,098,302$1,328,945$15,453iApproximate average salary by contribution assumption: employee only about $386,321 at 4% or $257,547 at 6%; with 50% employer match about $257,547 at 4% or $171,698 at 6%; with 100% employer match about $193,161 at 4% or $128,774 at 6%.