Civic Intelligence

Evolution Financial Advisors Inc

Plan context: Evolution Financial Advisors Inc 401K Savings Plan

EIN 81-3279765 • Victor, NY • 7 filings • 1 plans

580 Fishers Station DrVictor, NY 14564
Current Snapshot

Latest Year

2022

2022 Participants

7

2022 Assets

$1,027,092

2022 Contributions

$53,723

Historical Graphs

Total Assets Over Time

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

$1,188,362$594,181$0201620192022YearValue
$1,027,092Latest year 2022

Participants Over Time

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

950201620192022YearValue
7Latest year 2022

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
202217$1,027,092$53,723$7,675iApproximate average salary by contribution assumption: employee only about $191,868 at 4% or $127,912 at 6%; with 50% employer match about $127,912 at 4% or $85,275 at 6%; with 100% employer match about $95,934 at 4% or $63,956 at 6%.
Evolution Financial Advisors Inc 401K Savings Plan-7$1,027,092$53,723$7,675iApproximate average salary by contribution assumption: employee only about $191,868 at 4% or $127,912 at 6%; with 50% employer match about $127,912 at 4% or $85,275 at 6%; with 100% employer match about $95,934 at 4% or $63,956 at 6%.
202118$1,188,362$55,969$6,996iApproximate average salary by contribution assumption: employee only about $174,903 at 4% or $116,602 at 6%; with 50% employer match about $116,602 at 4% or $77,735 at 6%; with 100% employer match about $87,452 at 4% or $58,301 at 6%.
Evolution Financial Advisors Inc 401K Savings Plan-8$1,188,362$55,969$6,996iApproximate average salary by contribution assumption: employee only about $174,903 at 4% or $116,602 at 6%; with 50% employer match about $116,602 at 4% or $77,735 at 6%; with 100% employer match about $87,452 at 4% or $58,301 at 6%.
202018$1,097,991$48,367$6,046iApproximate average salary by contribution assumption: employee only about $151,147 at 4% or $100,765 at 6%; with 50% employer match about $100,765 at 4% or $67,176 at 6%; with 100% employer match about $75,573 at 4% or $50,382 at 6%.
Evolution Financial Advisors Inc 401K Savings Plan-8$1,097,991$48,367$6,046iApproximate average salary by contribution assumption: employee only about $151,147 at 4% or $100,765 at 6%; with 50% employer match about $100,765 at 4% or $67,176 at 6%; with 100% employer match about $75,573 at 4% or $50,382 at 6%.
201919$919,485$42,669$4,741iApproximate average salary by contribution assumption: employee only about $118,525 at 4% or $79,017 at 6%; with 50% employer match about $79,017 at 4% or $52,678 at 6%; with 100% employer match about $59,263 at 4% or $39,508 at 6%.
Evolution Financial Advisors Inc 401K Savings Plan-9$919,485$42,669$4,741iApproximate average salary by contribution assumption: employee only about $118,525 at 4% or $79,017 at 6%; with 50% employer match about $79,017 at 4% or $52,678 at 6%; with 100% employer match about $59,263 at 4% or $39,508 at 6%.
201816$729,181$39,225$6,538iApproximate average salary by contribution assumption: employee only about $163,438 at 4% or $108,958 at 6%; with 50% employer match about $108,958 at 4% or $72,639 at 6%; with 100% employer match about $81,719 at 4% or $54,479 at 6%.
Evolution Financial Advisors Inc 401K Savings Plan-6$729,181$39,225$6,538iApproximate average salary by contribution assumption: employee only about $163,438 at 4% or $108,958 at 6%; with 50% employer match about $108,958 at 4% or $72,639 at 6%; with 100% employer match about $81,719 at 4% or $54,479 at 6%.
201716$909,794$35,998$6,000iApproximate average salary by contribution assumption: employee only about $149,992 at 4% or $99,994 at 6%; with 50% employer match about $99,994 at 4% or $66,663 at 6%; with 100% employer match about $74,996 at 4% or $49,997 at 6%.
Evolution Financial Advisors Inc 401K Savings Plan-6$909,794$35,998$6,000iApproximate average salary by contribution assumption: employee only about $149,992 at 4% or $99,994 at 6%; with 50% employer match about $99,994 at 4% or $66,663 at 6%; with 100% employer match about $74,996 at 4% or $49,997 at 6%.
201618$793,057$69,427$8,678iApproximate average salary by contribution assumption: employee only about $216,959 at 4% or $144,640 at 6%; with 50% employer match about $144,640 at 4% or $96,426 at 6%; with 100% employer match about $108,480 at 4% or $72,320 at 6%.
Evolution Financial Advisors Inc 401K Savings Plan-8$793,057$69,427$8,678iApproximate average salary by contribution assumption: employee only about $216,959 at 4% or $144,640 at 6%; with 50% employer match about $144,640 at 4% or $96,426 at 6%; with 100% employer match about $108,480 at 4% or $72,320 at 6%.