Civic Intelligence

CENTRAVEST FINANCIAL INCORPORATED

Plan context: CENTRAVEST FINANCIAL 401(K) PLAN

EIN 83-2695486 • St. Petersburg, FL • 7 filings • 1 plans

449 Central Ave., Suite 205St. Petersburg, FL 33701
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,024,004

2025 Contributions

$160,903

Historical Graphs

Total Assets Over Time

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

$1,024,004$512,002$0201920222025YearValue
$1,024,004Latest year 2025

Participants Over Time

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

420201920222025YearValue
3Latest 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
202513$1,024,004$160,903$53,634iApproximate average salary by contribution assumption: employee only about $1,340,858 at 4% or $893,906 at 6%; with 50% employer match about $893,906 at 4% or $595,937 at 6%; with 100% employer match about $670,429 at 4% or $446,953 at 6%.
CENTRAVEST FINANCIAL 401(K) PLAN-3$1,024,004$160,903$53,634iApproximate average salary by contribution assumption: employee only about $1,340,858 at 4% or $893,906 at 6%; with 50% employer match about $893,906 at 4% or $595,937 at 6%; with 100% employer match about $670,429 at 4% or $446,953 at 6%.
202414$744,772$156,918$39,230iApproximate average salary by contribution assumption: employee only about $980,738 at 4% or $653,825 at 6%; with 50% employer match about $653,825 at 4% or $435,883 at 6%; with 100% employer match about $490,369 at 4% or $326,913 at 6%.
CENTRAVEST FINANCIAL 401(K) PLAN-4$744,772$156,918$39,230iApproximate average salary by contribution assumption: employee only about $980,738 at 4% or $653,825 at 6%; with 50% employer match about $653,825 at 4% or $435,883 at 6%; with 100% employer match about $490,369 at 4% or $326,913 at 6%.
202313$482,407$113,933$37,978iApproximate average salary by contribution assumption: employee only about $949,442 at 4% or $632,961 at 6%; with 50% employer match about $632,961 at 4% or $421,974 at 6%; with 100% employer match about $474,721 at 4% or $316,481 at 6%.
CENTRAVEST FINANCIAL 401(K) PLAN-3$482,407$113,933$37,978iApproximate average salary by contribution assumption: employee only about $949,442 at 4% or $632,961 at 6%; with 50% employer match about $632,961 at 4% or $421,974 at 6%; with 100% employer match about $474,721 at 4% or $316,481 at 6%.
202212$290,316$83,602$41,801iApproximate average salary by contribution assumption: employee only about $1,045,025 at 4% or $696,683 at 6%; with 50% employer match about $696,683 at 4% or $464,456 at 6%; with 100% employer match about $522,513 at 4% or $348,342 at 6%.
CENTRAVEST FINANCIAL 401(K) PLAN-2$290,316$83,602$41,801iApproximate average salary by contribution assumption: employee only about $1,045,025 at 4% or $696,683 at 6%; with 50% employer match about $696,683 at 4% or $464,456 at 6%; with 100% employer match about $522,513 at 4% or $348,342 at 6%.
202112$279,857$95,914$47,957iApproximate average salary by contribution assumption: employee only about $1,198,925 at 4% or $799,283 at 6%; with 50% employer match about $799,283 at 4% or $532,856 at 6%; with 100% employer match about $599,463 at 4% or $399,642 at 6%.
CENTRAVEST FINANCIAL 401(K) PLAN-2$279,857$95,914$47,957iApproximate average salary by contribution assumption: employee only about $1,198,925 at 4% or $799,283 at 6%; with 50% employer match about $799,283 at 4% or $532,856 at 6%; with 100% employer match about $599,463 at 4% or $399,642 at 6%.
202013$164,011$83,656$27,885iApproximate average salary by contribution assumption: employee only about $697,133 at 4% or $464,756 at 6%; with 50% employer match about $464,756 at 4% or $309,837 at 6%; with 100% employer match about $348,567 at 4% or $232,378 at 6%.
CENTRAVEST FINANCIAL 401(K) PLAN-3$164,011$83,656$27,885iApproximate average salary by contribution assumption: employee only about $697,133 at 4% or $464,756 at 6%; with 50% employer match about $464,756 at 4% or $309,837 at 6%; with 100% employer match about $348,567 at 4% or $232,378 at 6%.
201913$58,750$58,750$19,583iApproximate average salary by contribution assumption: employee only about $489,583 at 4% or $326,389 at 6%; with 50% employer match about $326,389 at 4% or $217,593 at 6%; with 100% employer match about $244,792 at 4% or $163,194 at 6%.
CENTRAVEST FINANCIAL 401(K) PLAN-3$58,750$58,750$19,583iApproximate average salary by contribution assumption: employee only about $489,583 at 4% or $326,389 at 6%; with 50% employer match about $326,389 at 4% or $217,593 at 6%; with 100% employer match about $244,792 at 4% or $163,194 at 6%.