Civic Intelligence

EVOLUTION FINANCIAL ADVISORS, INC.

Plan context: EVOLUTION FINANCIAL ADVISORS, INC. 401(K) SAVINGS PLAN

EIN 81-3278765 • Victor, NY • 3 filings • 1 plans

580 Fishers Station DriveVictor, NY 14564
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$1,528,145

2025 Contributions

$97,927

Historical Graphs

Total Assets Over Time

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

$1,528,145$764,073$0202320242025YearValue
$1,528,145Latest year 2025

Participants Over Time

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

740202320242025YearValue
7Latest year 2025

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
202517$1,528,145$97,927$13,990iApproximate average salary by contribution assumption: employee only about $349,739 at 4% or $233,160 at 6%; with 50% employer match about $233,160 at 4% or $155,440 at 6%; with 100% employer match about $174,870 at 4% or $116,580 at 6%.
EVOLUTION FINANCIAL ADVISORS, INC. 401(K) SAVINGS PLAN-7$1,528,145$97,927$13,990iApproximate average salary by contribution assumption: employee only about $349,739 at 4% or $233,160 at 6%; with 50% employer match about $233,160 at 4% or $155,440 at 6%; with 100% employer match about $174,870 at 4% or $116,580 at 6%.
202416$1,230,578$66,947$11,158iApproximate average salary by contribution assumption: employee only about $278,946 at 4% or $185,964 at 6%; with 50% employer match about $185,964 at 4% or $123,976 at 6%; with 100% employer match about $139,473 at 4% or $92,982 at 6%.
EVOLUTION FINANCIAL ADVISORS, INC. 401(K) SAVINGS PLAN-6$1,230,578$66,947$11,158iApproximate average salary by contribution assumption: employee only about $278,946 at 4% or $185,964 at 6%; with 50% employer match about $185,964 at 4% or $123,976 at 6%; with 100% employer match about $139,473 at 4% or $92,982 at 6%.
202317$1,251,595$58,855$8,408iApproximate average salary by contribution assumption: employee only about $210,196 at 4% or $140,131 at 6%; with 50% employer match about $140,131 at 4% or $93,421 at 6%; with 100% employer match about $105,098 at 4% or $70,065 at 6%.
EVOLUTION FINANCIAL ADVISORS, INC. 401(K) SAVINGS PLAN-7$1,251,595$58,855$8,408iApproximate average salary by contribution assumption: employee only about $210,196 at 4% or $140,131 at 6%; with 50% employer match about $140,131 at 4% or $93,421 at 6%; with 100% employer match about $105,098 at 4% or $70,065 at 6%.