BRIAN SKINNER FINANCIAL ADVISOR LLC
Plan context: BRIAN SKINNER FINANCIAL ADVISOR 401(K) PLAN
EIN 82-0867315 • Milford, CT • 7 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$773,247
2025 Contributions
$135,842
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 | 4 | $773,247 | $135,842 | $33,961iApproximate average salary by contribution assumption: employee only about $849,013 at 4% or $566,008 at 6%; with 50% employer match about $566,008 at 4% or $377,339 at 6%; with 100% employer match about $424,506 at 4% or $283,004 at 6%. |
| BRIAN SKINNER FINANCIAL ADVISOR 401(K) PLAN | - | 4 | $773,247 | $135,842 | $33,961iApproximate average salary by contribution assumption: employee only about $849,013 at 4% or $566,008 at 6%; with 50% employer match about $566,008 at 4% or $377,339 at 6%; with 100% employer match about $424,506 at 4% or $283,004 at 6%. |
| 2024 | 1 | 3 | $542,905 | $103,927 | $34,642iApproximate average salary by contribution assumption: employee only about $866,058 at 4% or $577,372 at 6%; with 50% employer match about $577,372 at 4% or $384,915 at 6%; with 100% employer match about $433,029 at 4% or $288,686 at 6%. |
| BRIAN SKINNER FINANCIAL ADVISOR 401(K) PLAN | - | 3 | $542,905 | $103,927 | $34,642iApproximate average salary by contribution assumption: employee only about $866,058 at 4% or $577,372 at 6%; with 50% employer match about $577,372 at 4% or $384,915 at 6%; with 100% employer match about $433,029 at 4% or $288,686 at 6%. |
| 2023 | 1 | 3 | $373,634 | $93,342 | $31,114iApproximate average salary by contribution assumption: employee only about $777,850 at 4% or $518,567 at 6%; with 50% employer match about $518,567 at 4% or $345,711 at 6%; with 100% employer match about $388,925 at 4% or $259,283 at 6%. |
| BRIAN SKINNER FINANCIAL ADVISOR 401(K) PLAN | - | 3 | $373,634 | $93,342 | $31,114iApproximate average salary by contribution assumption: employee only about $777,850 at 4% or $518,567 at 6%; with 50% employer match about $518,567 at 4% or $345,711 at 6%; with 100% employer match about $388,925 at 4% or $259,283 at 6%. |
| 2022 | 1 | 3 | $225,546 | $74,049 | $24,683iApproximate average salary by contribution assumption: employee only about $617,075 at 4% or $411,383 at 6%; with 50% employer match about $411,383 at 4% or $274,256 at 6%; with 100% employer match about $308,538 at 4% or $205,692 at 6%. |
| BRIAN SKINNER FINANCIAL ADVISOR 401(K) PLAN | - | 3 | $225,546 | $74,049 | $24,683iApproximate average salary by contribution assumption: employee only about $617,075 at 4% or $411,383 at 6%; with 50% employer match about $411,383 at 4% or $274,256 at 6%; with 100% employer match about $308,538 at 4% or $205,692 at 6%. |
| 2021 | 1 | 2 | $187,973 | $58,270 | $29,135iApproximate average salary by contribution assumption: employee only about $728,375 at 4% or $485,583 at 6%; with 50% employer match about $485,583 at 4% or $323,722 at 6%; with 100% employer match about $364,188 at 4% or $242,792 at 6%. |
| BRIAN SKINNER FINANCIAL ADVISOR 401(K) PLAN | - | 2 | $187,973 | $58,270 | $29,135iApproximate average salary by contribution assumption: employee only about $728,375 at 4% or $485,583 at 6%; with 50% employer match about $485,583 at 4% or $323,722 at 6%; with 100% employer match about $364,188 at 4% or $242,792 at 6%. |
| 2020 | 1 | 2 | $100,456 | $55,473 | $27,737iApproximate average salary by contribution assumption: employee only about $693,413 at 4% or $462,275 at 6%; with 50% employer match about $462,275 at 4% or $308,183 at 6%; with 100% employer match about $346,706 at 4% or $231,138 at 6%. |
| BRIAN SKINNER FINANCIAL ADVISOR 401(K) PLAN | - | 2 | $100,456 | $55,473 | $27,737iApproximate average salary by contribution assumption: employee only about $693,413 at 4% or $462,275 at 6%; with 50% employer match about $462,275 at 4% or $308,183 at 6%; with 100% employer match about $346,706 at 4% or $231,138 at 6%. |
| 2019 | 1 | 2 | $25,246 | $23,164 | $11,582iApproximate average salary by contribution assumption: employee only about $289,550 at 4% or $193,033 at 6%; with 50% employer match about $193,033 at 4% or $128,689 at 6%; with 100% employer match about $144,775 at 4% or $96,517 at 6%. |
| BRIAN SKINNER FINANCIAL ADVISOR 401(K) PLAN | - | 2 | $25,246 | $23,164 | $11,582iApproximate average salary by contribution assumption: employee only about $289,550 at 4% or $193,033 at 6%; with 50% employer match about $193,033 at 4% or $128,689 at 6%; with 100% employer match about $144,775 at 4% or $96,517 at 6%. |