Canopy Financial LLC
Plan context: Canopy Financial 401(K) Plan
EIN 93-2473369 • Loveland, OH • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$1,006,414
2025 Contributions
$85,455
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 | 6 | $1,006,414 | $85,455 | $14,243iApproximate average salary by contribution assumption: employee only about $356,063 at 4% or $237,375 at 6%; with 50% employer match about $237,375 at 4% or $158,250 at 6%; with 100% employer match about $178,031 at 4% or $118,688 at 6%. |
| Canopy Financial 401(K) Plan | - | 6 | $1,006,414 | $85,455 | $14,243iApproximate average salary by contribution assumption: employee only about $356,063 at 4% or $237,375 at 6%; with 50% employer match about $237,375 at 4% or $158,250 at 6%; with 100% employer match about $178,031 at 4% or $118,688 at 6%. |
| 2024 | 1 | 5 | $824,388 | $769,539 | $153,908iApproximate average salary by contribution assumption: employee only about $3,847,695 at 4% or $2,565,130 at 6%; with 50% employer match about $2,565,130 at 4% or $1,710,087 at 6%; with 100% employer match about $1,923,847 at 4% or $1,282,565 at 6%. |
| Canopy Financial 401(K) Plan | - | 5 | $824,388 | $769,539 | $153,908iApproximate average salary by contribution assumption: employee only about $3,847,695 at 4% or $2,565,130 at 6%; with 50% employer match about $2,565,130 at 4% or $1,710,087 at 6%; with 100% employer match about $1,923,847 at 4% or $1,282,565 at 6%. |