Gardey Financial Advisors Inc.
Plan context: Gardey Financial Advisors 401(K) Plan
EIN 81-4618717 • Saginaw, MI • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$71
2025 Contributions
$154,094
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 | 1 | $71 | $0 | - |
| Gardey Financial Advisors 401(K) Plan | - | 1 | $71 | $0 | - |
| 2024 | 1 | 10 | $1,627,081 | $154,094 | $15,409iApproximate average salary by contribution assumption: employee only about $385,235 at 4% or $256,823 at 6%; with 50% employer match about $256,823 at 4% or $171,216 at 6%; with 100% employer match about $192,618 at 4% or $128,412 at 6%. |
| Gardey Financial Advisors 401(K) Plan | - | 10 | $1,627,081 | $154,094 | $15,409iApproximate average salary by contribution assumption: employee only about $385,235 at 4% or $256,823 at 6%; with 50% employer match about $256,823 at 4% or $171,216 at 6%; with 100% employer match about $192,618 at 4% or $128,412 at 6%. |
| 2023 | 1 | 12 | $1,364,501 | $148,563 | $12,380iApproximate average salary by contribution assumption: employee only about $309,506 at 4% or $206,338 at 6%; with 50% employer match about $206,338 at 4% or $137,558 at 6%; with 100% employer match about $154,753 at 4% or $103,169 at 6%. |
| Gardey Financial Advisors 401(K) Plan | - | 12 | $1,364,501 | $148,563 | $12,380iApproximate average salary by contribution assumption: employee only about $309,506 at 4% or $206,338 at 6%; with 50% employer match about $206,338 at 4% or $137,558 at 6%; with 100% employer match about $154,753 at 4% or $103,169 at 6%. |
| 2022 | 1 | 12 | $1,009,335 | $149,207 | $12,434iApproximate average salary by contribution assumption: employee only about $310,848 at 4% or $207,232 at 6%; with 50% employer match about $207,232 at 4% or $138,155 at 6%; with 100% employer match about $155,424 at 4% or $103,616 at 6%. |
| Gardey Financial Advisors 401(K) Plan | - | 12 | $1,009,335 | $149,207 | $12,434iApproximate average salary by contribution assumption: employee only about $310,848 at 4% or $207,232 at 6%; with 50% employer match about $207,232 at 4% or $138,155 at 6%; with 100% employer match about $155,424 at 4% or $103,616 at 6%. |
| 2021 | 1 | 13 | $1,071,251 | $975,106 | $75,008iApproximate average salary by contribution assumption: employee only about $1,875,204 at 4% or $1,250,136 at 6%; with 50% employer match about $1,250,136 at 4% or $833,424 at 6%; with 100% employer match about $937,602 at 4% or $625,068 at 6%. |
| Gardey Financial Advisors 401(K) Plan | - | 13 | $1,071,251 | $975,106 | $75,008iApproximate average salary by contribution assumption: employee only about $1,875,204 at 4% or $1,250,136 at 6%; with 50% employer match about $1,250,136 at 4% or $833,424 at 6%; with 100% employer match about $937,602 at 4% or $625,068 at 6%. |