Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$138,437
2025 Contributions
$33,065
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 | 0 | $0 | $33,065 | - |
| BANFI ADVISORY CO | - | 0 | $0 | $33,065 | - |
| 2024 | 1 | 3 | $138,437 | $57,464 | $19,155iApproximate average salary by contribution assumption: employee only about $478,867 at 4% or $319,244 at 6%; with 50% employer match about $319,244 at 4% or $212,830 at 6%; with 100% employer match about $239,433 at 4% or $159,622 at 6%. |
| BANFI ADVISORY CO | - | 3 | $138,437 | $57,464 | $19,155iApproximate average salary by contribution assumption: employee only about $478,867 at 4% or $319,244 at 6%; with 50% employer match about $319,244 at 4% or $212,830 at 6%; with 100% employer match about $239,433 at 4% or $159,622 at 6%. |
| 2023 | 1 | 4 | $95,472 | $68,695 | $17,174iApproximate average salary by contribution assumption: employee only about $429,344 at 4% or $286,229 at 6%; with 50% employer match about $286,229 at 4% or $190,819 at 6%; with 100% employer match about $214,672 at 4% or $143,115 at 6%. |
| BANFI ADVISORY CO | - | 4 | $95,472 | $68,695 | $17,174iApproximate average salary by contribution assumption: employee only about $429,344 at 4% or $286,229 at 6%; with 50% employer match about $286,229 at 4% or $190,819 at 6%; with 100% employer match about $214,672 at 4% or $143,115 at 6%. |
| 2022 | 1 | 2 | $17,374 | $17,100 | $8,550iApproximate average salary by contribution assumption: employee only about $213,750 at 4% or $142,500 at 6%; with 50% employer match about $142,500 at 4% or $95,000 at 6%; with 100% employer match about $106,875 at 4% or $71,250 at 6%. |
| BANFI ADVISORY CO | - | 2 | $17,374 | $17,100 | $8,550iApproximate average salary by contribution assumption: employee only about $213,750 at 4% or $142,500 at 6%; with 50% employer match about $142,500 at 4% or $95,000 at 6%; with 100% employer match about $106,875 at 4% or $71,250 at 6%. |