Civic Intelligence

Financial Alternatives Inc.

Plan context: Financial Alternatives Inc. Profit Sharing 401(K) Plan

EIN 91-2099892 • LA Jolla, CA • 31 filings • 2 plans

7825 Fay Avenue, Suite 210LA Jolla, CA 92037
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$810,446

2024 Contributions

$95,186

Historical Graphs

Total Assets Over Time

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

$2,326,721$1,163,361$0200320152024YearValue
$810,446Latest year 2024

Participants Over Time

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

1050200320142024YearValue
8Latest 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
202428$810,446$95,186$11,898iApproximate average salary by contribution assumption: employee only about $297,456 at 4% or $198,304 at 6%; with 50% employer match about $198,304 at 4% or $132,203 at 6%; with 100% employer match about $148,728 at 4% or $99,152 at 6%.
Financial Alternatives Inc. Profit Sharing 401(K) Plan-8$810,446$95,186$11,898iApproximate average salary by contribution assumption: employee only about $297,456 at 4% or $198,304 at 6%; with 50% employer match about $198,304 at 4% or $132,203 at 6%; with 100% employer match about $148,728 at 4% or $99,152 at 6%.
Financial Alternatives Inc. Defined Benefit Pension Plan-0---
202329$2,326,721$77,396$8,600iApproximate average salary by contribution assumption: employee only about $214,989 at 4% or $143,326 at 6%; with 50% employer match about $143,326 at 4% or $95,551 at 6%; with 100% employer match about $107,494 at 4% or $71,663 at 6%.
Financial Alternatives Inc. Defined Benefit Pension Plan-7$1,659,122--
Financial Alternatives Inc. Profit Sharing 401(K) Plan-9$667,599$77,396$8,600iApproximate average salary by contribution assumption: employee only about $214,989 at 4% or $143,326 at 6%; with 50% employer match about $143,326 at 4% or $95,551 at 6%; with 100% employer match about $107,494 at 4% or $71,663 at 6%.
2022210$2,074,196$137,981$13,798iApproximate average salary by contribution assumption: employee only about $344,953 at 4% or $229,968 at 6%; with 50% employer match about $229,968 at 4% or $153,312 at 6%; with 100% employer match about $172,476 at 4% or $114,984 at 6%.
Financial Alternatives Inc. Defined Benefit Pension Plan-9$1,518,894--
Financial Alternatives Inc. Profit Sharing 401(K) Plan-10$555,302$137,981$13,798iApproximate average salary by contribution assumption: employee only about $344,953 at 4% or $229,968 at 6%; with 50% employer match about $229,968 at 4% or $153,312 at 6%; with 100% employer match about $172,476 at 4% or $114,984 at 6%.
202127$1,927,575$60,331$8,619iApproximate average salary by contribution assumption: employee only about $215,468 at 4% or $143,645 at 6%; with 50% employer match about $143,645 at 4% or $95,763 at 6%; with 100% employer match about $107,734 at 4% or $71,823 at 6%.
Financial Alternatives Inc. Defined Benefit Pension Plan-4$1,449,278$0-
Financial Alternatives Inc. Profit Sharing 401(K) Plan-7$478,297$60,331$8,619iApproximate average salary by contribution assumption: employee only about $215,468 at 4% or $143,645 at 6%; with 50% employer match about $143,645 at 4% or $95,763 at 6%; with 100% employer match about $107,734 at 4% or $71,823 at 6%.
202025$1,671,925$63,219$12,644iApproximate average salary by contribution assumption: employee only about $316,095 at 4% or $210,730 at 6%; with 50% employer match about $210,730 at 4% or $140,487 at 6%; with 100% employer match about $158,048 at 4% or $105,365 at 6%.
Financial Alternatives Inc. Defined Benefit Pension Plan-5$1,299,766$0-
Financial Alternatives Inc. Profit Sharing 401(K) Plan-4$372,159$63,219$15,805iApproximate average salary by contribution assumption: employee only about $395,119 at 4% or $263,413 at 6%; with 50% employer match about $263,413 at 4% or $175,608 at 6%; with 100% employer match about $197,559 at 4% or $131,706 at 6%.
201925$1,517,430$57,886$11,577iApproximate average salary by contribution assumption: employee only about $289,430 at 4% or $192,953 at 6%; with 50% employer match about $192,953 at 4% or $128,636 at 6%; with 100% employer match about $144,715 at 4% or $96,477 at 6%.
Financial Alternatives Inc. Defined Benefit Pension Plan-5$1,198,515$0-
Financial Alternatives Inc. Profit Sharing 401(K) Plan-5$318,915$57,886$11,577iApproximate average salary by contribution assumption: employee only about $289,430 at 4% or $192,953 at 6%; with 50% employer match about $192,953 at 4% or $128,636 at 6%; with 100% employer match about $144,715 at 4% or $96,477 at 6%.
201824$1,277,322$125,344$31,336iApproximate average salary by contribution assumption: employee only about $783,400 at 4% or $522,267 at 6%; with 50% employer match about $522,267 at 4% or $348,178 at 6%; with 100% employer match about $391,700 at 4% or $261,133 at 6%.
Financial Alternatives Inc. Defined Benefit Pension Plan-4$1,057,478$44,005$11,001iApproximate average salary by contribution assumption: employee only about $275,031 at 4% or $183,354 at 6%; with 50% employer match about $183,354 at 4% or $122,236 at 6%; with 100% employer match about $137,516 at 4% or $91,677 at 6%.
Financial Alternatives Inc. Profit Sharing 401(K) Plan-4$219,844$81,339$20,335iApproximate average salary by contribution assumption: employee only about $508,369 at 4% or $338,913 at 6%; with 50% employer match about $338,913 at 4% or $225,942 at 6%; with 100% employer match about $254,184 at 4% or $169,456 at 6%.
201725$1,161,767$115,813$23,163iApproximate average salary by contribution assumption: employee only about $579,065 at 4% or $386,043 at 6%; with 50% employer match about $386,043 at 4% or $257,362 at 6%; with 100% employer match about $289,533 at 4% or $193,022 at 6%.
Financial Alternatives Inc. Defined Benefit Pension Plan-5$1,009,369$44,005$8,801iApproximate average salary by contribution assumption: employee only about $220,025 at 4% or $146,683 at 6%; with 50% employer match about $146,683 at 4% or $97,789 at 6%; with 100% employer match about $110,013 at 4% or $73,342 at 6%.
Financial Alternatives Inc. Profit Sharing 401(K) Plan-4$152,398$71,808$17,952iApproximate average salary by contribution assumption: employee only about $448,800 at 4% or $299,200 at 6%; with 50% employer match about $299,200 at 4% or $199,467 at 6%; with 100% employer match about $224,400 at 4% or $149,600 at 6%.
201624$934,412$111,438$27,860iApproximate average salary by contribution assumption: employee only about $696,488 at 4% or $464,325 at 6%; with 50% employer match about $464,325 at 4% or $309,550 at 6%; with 100% employer match about $348,244 at 4% or $232,163 at 6%.
Financial Alternatives Inc. Defined Benefit Pension Plan-4$866,746$44,005$11,001iApproximate average salary by contribution assumption: employee only about $275,031 at 4% or $183,354 at 6%; with 50% employer match about $183,354 at 4% or $122,236 at 6%; with 100% employer match about $137,516 at 4% or $91,677 at 6%.
Financial Alternatives Inc. Profit Sharing 401(K) Plan-3$67,666$67,433$22,478iApproximate average salary by contribution assumption: employee only about $561,942 at 4% or $374,628 at 6%; with 50% employer match about $374,628 at 4% or $249,752 at 6%; with 100% employer match about $280,971 at 4% or $187,314 at 6%.
201513$758,514$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Financial Alternatives Inc. Defined Benefit Pension Plan-3$758,514$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
201413$650,157$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Financial Alternatives Inc. Defined Benefit Pension Plan-3$650,157$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
201313$524,469$127,000$42,333iApproximate average salary by contribution assumption: employee only about $1,058,333 at 4% or $705,556 at 6%; with 50% employer match about $705,556 at 4% or $470,370 at 6%; with 100% employer match about $529,167 at 4% or $352,778 at 6%.
Financial Alternatives Inc. Defined Benefit Pension Plan-3$524,469$127,000$42,333iApproximate average salary by contribution assumption: employee only about $1,058,333 at 4% or $705,556 at 6%; with 50% employer match about $705,556 at 4% or $470,370 at 6%; with 100% employer match about $529,167 at 4% or $352,778 at 6%.
201213$395,965$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Financial Alternatives Inc. Defined Benefit Pension Plan-3$395,965$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
201113$284,179$0-
Financial Alternatives Inc. Defined Benefit Pension Plan-3$284,179$0-
201012$425,140$0-
Financial Alternatives Inc. Defined Benefit Pension Plan-2$425,140$0-
200912$399,292$0-
Financial Alternatives Inc. Defined Benefit Pension Plan-2$399,292$0-
200812$0$0-
Financial Alternatives Inc. Defined Benefit Pension Plan-2---
200712$0$0-
Financial Alternatives Inc. Defined Benefit Pension Plan-2---
200612$343,098$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
Financial Alternatives Inc. Defined Benefit Pension Plan-2$343,098$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
200512$262,145$52,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
Financial Alternatives Inc. Defined Benefit Pension Plan-2$262,145$52,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
200412$199,512$54,370$27,185iApproximate average salary by contribution assumption: employee only about $679,625 at 4% or $453,083 at 6%; with 50% employer match about $453,083 at 4% or $302,056 at 6%; with 100% employer match about $339,813 at 4% or $226,542 at 6%.
Financial Alternatives Inc. Defined Benefit Pension Plan-2$199,512$54,370$27,185iApproximate average salary by contribution assumption: employee only about $679,625 at 4% or $453,083 at 6%; with 50% employer match about $453,083 at 4% or $302,056 at 6%; with 100% employer match about $339,813 at 4% or $226,542 at 6%.
200312$133,856$54,893$27,447iApproximate average salary by contribution assumption: employee only about $686,163 at 4% or $457,442 at 6%; with 50% employer match about $457,442 at 4% or $304,961 at 6%; with 100% employer match about $343,081 at 4% or $228,721 at 6%.
Financial Alternatives Inc. Defined Benefit Pension Plan-2$133,856$54,893$27,447iApproximate average salary by contribution assumption: employee only about $686,163 at 4% or $457,442 at 6%; with 50% employer match about $457,442 at 4% or $304,961 at 6%; with 100% employer match about $343,081 at 4% or $228,721 at 6%.