Civic Intelligence

Farther Finance Inc.

Plan context: Farther Finance Inc. 401(K) Plan

EIN 83-4348882 • San Francisco, CA • 7 filings • 2 plans

575 Market Street, 4th FloorSan Francisco, CA 94105
Current Snapshot

Latest Year

2024

2024 Participants

185

2024 Assets

$6,977,551

2024 Contributions

$4,043,358

Historical Graphs

Total Assets Over Time

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

$6,977,551$3,488,776$0201920222024YearValue
$6,977,551Latest year 2024

Participants Over Time

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

185930201920222024YearValue
185Latest year 2024

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
20242185$6,977,551$4,043,358$21,856iApproximate average salary by contribution assumption: employee only about $546,400 at 4% or $364,266 at 6%; with 50% employer match about $364,266 at 4% or $242,844 at 6%; with 100% employer match about $273,200 at 4% or $182,133 at 6%.
Farther Finance Inc. 401(K) Plan-185$6,977,551$4,043,358$21,856iApproximate average salary by contribution assumption: employee only about $546,400 at 4% or $364,266 at 6%; with 50% employer match about $364,266 at 4% or $242,844 at 6%; with 100% employer match about $273,200 at 4% or $182,133 at 6%.
Farther Finance Inc. Health and Welfare Plan-148---
20231123$2,720,759$1,290,724$10,494iApproximate average salary by contribution assumption: employee only about $262,342 at 4% or $174,895 at 6%; with 50% employer match about $174,895 at 4% or $116,597 at 6%; with 100% employer match about $131,171 at 4% or $87,447 at 6%.
Farther Finance Inc. 401(K) Plan-123$2,720,759$1,290,724$10,494iApproximate average salary by contribution assumption: employee only about $262,342 at 4% or $174,895 at 6%; with 50% employer match about $174,895 at 4% or $116,597 at 6%; with 100% employer match about $131,171 at 4% or $87,447 at 6%.
2022180$1,201,101$998,068$12,476iApproximate average salary by contribution assumption: employee only about $311,896 at 4% or $207,931 at 6%; with 50% employer match about $207,931 at 4% or $138,621 at 6%; with 100% employer match about $155,948 at 4% or $103,965 at 6%.
Farther Finance Inc. 401(K) Plan-80$1,201,101$998,068$12,476iApproximate average salary by contribution assumption: employee only about $311,896 at 4% or $207,931 at 6%; with 50% employer match about $207,931 at 4% or $138,621 at 6%; with 100% employer match about $155,948 at 4% or $103,965 at 6%.
2021130$446,700$242,793$8,093iApproximate average salary by contribution assumption: employee only about $202,328 at 4% or $134,885 at 6%; with 50% employer match about $134,885 at 4% or $89,923 at 6%; with 100% employer match about $101,164 at 4% or $67,443 at 6%.
Farther Finance Inc. 401(K) Plan-30$446,700$242,793$8,093iApproximate average salary by contribution assumption: employee only about $202,328 at 4% or $134,885 at 6%; with 50% employer match about $134,885 at 4% or $89,923 at 6%; with 100% employer match about $101,164 at 4% or $67,443 at 6%.
2020111$168,149$109,560$9,960iApproximate average salary by contribution assumption: employee only about $249,000 at 4% or $166,000 at 6%; with 50% employer match about $166,000 at 4% or $110,667 at 6%; with 100% employer match about $124,500 at 4% or $83,000 at 6%.
Farther Finance Inc. 401(K) Plan-11$168,149$109,560$9,960iApproximate average salary by contribution assumption: employee only about $249,000 at 4% or $166,000 at 6%; with 50% employer match about $166,000 at 4% or $110,667 at 6%; with 100% employer match about $124,500 at 4% or $83,000 at 6%.
201915$47,288$45,296$9,059iApproximate average salary by contribution assumption: employee only about $226,480 at 4% or $150,987 at 6%; with 50% employer match about $150,987 at 4% or $100,658 at 6%; with 100% employer match about $113,240 at 4% or $75,493 at 6%.
Farther Finance Inc. 401(K) Plan-5$47,288$45,296$9,059iApproximate average salary by contribution assumption: employee only about $226,480 at 4% or $150,987 at 6%; with 50% employer match about $150,987 at 4% or $100,658 at 6%; with 100% employer match about $113,240 at 4% or $75,493 at 6%.