Civic Intelligence

Stoltz Financial Partners LLC

Plan context: Stoltz Financial Partners 401(K) Plan

EIN 86-1158412 • Scottsdale, AZ • 8 filings • 1 plans

8390 E. Via DE VenturaSuite F205Scottsdale, AZ 85258
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$388,835

2024 Contributions

$49,163

Historical Graphs

Total Assets Over Time

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

$388,835$194,418$0201720212024YearValue
$388,835Latest year 2024

Participants Over Time

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

530201720212024YearValue
5Latest 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
202415$388,835$49,163$9,833iApproximate average salary by contribution assumption: employee only about $245,815 at 4% or $163,877 at 6%; with 50% employer match about $163,877 at 4% or $109,251 at 6%; with 100% employer match about $122,908 at 4% or $81,938 at 6%.
Stoltz Financial Partners 401(K) Plan-5$388,835$49,163$9,833iApproximate average salary by contribution assumption: employee only about $245,815 at 4% or $163,877 at 6%; with 50% employer match about $163,877 at 4% or $109,251 at 6%; with 100% employer match about $122,908 at 4% or $81,938 at 6%.
202315$369,950$69,134$13,827iApproximate average salary by contribution assumption: employee only about $345,670 at 4% or $230,447 at 6%; with 50% employer match about $230,447 at 4% or $153,631 at 6%; with 100% employer match about $172,835 at 4% or $115,223 at 6%.
Stoltz Financial Partners 401(K) Plan-5$369,950$69,134$13,827iApproximate average salary by contribution assumption: employee only about $345,670 at 4% or $230,447 at 6%; with 50% employer match about $230,447 at 4% or $153,631 at 6%; with 100% employer match about $172,835 at 4% or $115,223 at 6%.
202214$298,697$63,666$15,917iApproximate average salary by contribution assumption: employee only about $397,913 at 4% or $265,275 at 6%; with 50% employer match about $265,275 at 4% or $176,850 at 6%; with 100% employer match about $198,956 at 4% or $132,638 at 6%.
Stoltz Financial Partners 401(K) Plan-4$298,697$63,666$15,917iApproximate average salary by contribution assumption: employee only about $397,913 at 4% or $265,275 at 6%; with 50% employer match about $265,275 at 4% or $176,850 at 6%; with 100% employer match about $198,956 at 4% or $132,638 at 6%.
202114$230,019$72,797$18,199iApproximate average salary by contribution assumption: employee only about $454,981 at 4% or $303,321 at 6%; with 50% employer match about $303,321 at 4% or $202,214 at 6%; with 100% employer match about $227,491 at 4% or $151,660 at 6%.
Stoltz Financial Partners 401(K) Plan-4$230,019$72,797$18,199iApproximate average salary by contribution assumption: employee only about $454,981 at 4% or $303,321 at 6%; with 50% employer match about $303,321 at 4% or $202,214 at 6%; with 100% employer match about $227,491 at 4% or $151,660 at 6%.
202013$165,817$57,200$19,067iApproximate average salary by contribution assumption: employee only about $476,667 at 4% or $317,778 at 6%; with 50% employer match about $317,778 at 4% or $211,852 at 6%; with 100% employer match about $238,333 at 4% or $158,889 at 6%.
Stoltz Financial Partners 401(K) Plan-3$165,817$57,200$19,067iApproximate average salary by contribution assumption: employee only about $476,667 at 4% or $317,778 at 6%; with 50% employer match about $317,778 at 4% or $211,852 at 6%; with 100% employer match about $238,333 at 4% or $158,889 at 6%.
201913$95,201$41,890$13,963iApproximate average salary by contribution assumption: employee only about $349,083 at 4% or $232,722 at 6%; with 50% employer match about $232,722 at 4% or $155,148 at 6%; with 100% employer match about $174,542 at 4% or $116,361 at 6%.
Stoltz Financial Partners 401(K) Plan-3$95,201$41,890$13,963iApproximate average salary by contribution assumption: employee only about $349,083 at 4% or $232,722 at 6%; with 50% employer match about $232,722 at 4% or $155,148 at 6%; with 100% employer match about $174,542 at 4% or $116,361 at 6%.
201812$58,976$29,931$14,966iApproximate average salary by contribution assumption: employee only about $374,138 at 4% or $249,425 at 6%; with 50% employer match about $249,425 at 4% or $166,283 at 6%; with 100% employer match about $187,069 at 4% or $124,713 at 6%.
Stoltz Financial Partners 401(K) Plan-2$58,976$29,931$14,966iApproximate average salary by contribution assumption: employee only about $374,138 at 4% or $249,425 at 6%; with 50% employer match about $249,425 at 4% or $166,283 at 6%; with 100% employer match about $187,069 at 4% or $124,713 at 6%.
201712$26,500$26,500$13,250iApproximate average salary by contribution assumption: employee only about $331,250 at 4% or $220,833 at 6%; with 50% employer match about $220,833 at 4% or $147,222 at 6%; with 100% employer match about $165,625 at 4% or $110,417 at 6%.
Stoltz Financial Partners 401(K) Plan-2$26,500$26,500$13,250iApproximate average salary by contribution assumption: employee only about $331,250 at 4% or $220,833 at 6%; with 50% employer match about $220,833 at 4% or $147,222 at 6%; with 100% employer match about $165,625 at 4% or $110,417 at 6%.