Friendly Advisor Inc.
Plan context: Friendly Advisor Inc. 401(K) Plan
EIN 83-3499591 • 7 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$693,585
2025 Contributions
$150,000
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 | $693,585 | $0 | - |
| Friendly Advisor Inc. 401(K) Plan | - | 1 | $693,585 | - | - |
| 2024 | 1 | 1 | $632,921 | $150,000 | $150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%. |
| Friendly Advisor Inc. 401(K) Plan | - | 1 | $632,921 | $150,000 | $150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%. |
| 2023 | 1 | 2 | $1,541,276 | $0 | - |
| Friendly Advisor Inc. 401(K) Plan | - | 2 | $1,541,276 | - | - |
| 2022 | 1 | 2 | $415,491 | $0 | - |
| Friendly Advisor Inc. 401(K) Plan | - | 2 | $415,491 | - | - |
| 2021 | 1 | 2 | $384,637 | $250,000 | $125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%. |
| Friendly Advisor Inc. 401(K) Plan | - | 2 | $384,637 | $250,000 | $125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%. |
| 2020 | 1 | 1 | $130,505 | $0 | - |
| Friendly Advisor Inc. 401(K) Plan | - | 1 | $130,505 | - | - |
| 2019 | 1 | 1 | $133,890 | $210,000 | $210,000iApproximate average salary by contribution assumption: employee only about $5,250,000 at 4% or $3,500,000 at 6%; with 50% employer match about $3,500,000 at 4% or $2,333,333 at 6%; with 100% employer match about $2,625,000 at 4% or $1,750,000 at 6%. |
| Friendly Advisor Inc. 401(K) Plan | - | 1 | $133,890 | $210,000 | $210,000iApproximate average salary by contribution assumption: employee only about $5,250,000 at 4% or $3,500,000 at 6%; with 50% employer match about $3,500,000 at 4% or $2,333,333 at 6%; with 100% employer match about $2,625,000 at 4% or $1,750,000 at 6%. |