Clairmont Financial Advisors LLC
Plan context: Clairmont Financial Advisors LLC 401K Plan
EIN 82-3017769 • Grand Rapids, MN • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$158,478
2025 Contributions
$49,500
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 | 5 | $158,478 | $49,500 | $9,900iApproximate average salary by contribution assumption: employee only about $247,500 at 4% or $165,000 at 6%; with 50% employer match about $165,000 at 4% or $110,000 at 6%; with 100% employer match about $123,750 at 4% or $82,500 at 6%. |
| Clairmont Financial Advisors LLC 401K Plan | - | 5 | $158,478 | $49,500 | $9,900iApproximate average salary by contribution assumption: employee only about $247,500 at 4% or $165,000 at 6%; with 50% employer match about $165,000 at 4% or $110,000 at 6%; with 100% employer match about $123,750 at 4% or $82,500 at 6%. |
| 2024 | 1 | 4 | $87,914 | $39,509 | $9,877iApproximate average salary by contribution assumption: employee only about $246,931 at 4% or $164,621 at 6%; with 50% employer match about $164,621 at 4% or $109,747 at 6%; with 100% employer match about $123,466 at 4% or $82,310 at 6%. |
| Clairmont Financial Advisors LLC 401K Plan | - | 4 | $87,914 | $39,509 | $9,877iApproximate average salary by contribution assumption: employee only about $246,931 at 4% or $164,621 at 6%; with 50% employer match about $164,621 at 4% or $109,747 at 6%; with 100% employer match about $123,466 at 4% or $82,310 at 6%. |
| 2023 | 1 | 4 | $41,313 | $37,720 | $9,430iApproximate average salary by contribution assumption: employee only about $235,750 at 4% or $157,167 at 6%; with 50% employer match about $157,167 at 4% or $104,778 at 6%; with 100% employer match about $117,875 at 4% or $78,583 at 6%. |
| Clairmont Financial Advisors LLC 401K Plan | - | 4 | $41,313 | $37,720 | $9,430iApproximate average salary by contribution assumption: employee only about $235,750 at 4% or $157,167 at 6%; with 50% employer match about $157,167 at 4% or $104,778 at 6%; with 100% employer match about $117,875 at 4% or $78,583 at 6%. |