Civic Intelligence

PARSONS FINANCIAL ADVISORS

Plan context: PARSONS FINANCIAL ADVISORS 401(K) PLAN

EIN 94-2008518 • Half Moon Bay, CA • 9 filings • 1 plans

721 Purissima St, Ste CHalf Moon Bay, CA 94019
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$3,412,233

2025 Contributions

$157,321

Historical Graphs

Total Assets Over Time

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

$3,412,233$1,706,117$0201720212024YearValue
$3,412,233Latest year 2024

Participants Over Time

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

1260201720212024YearValue
11Latest 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
202510$0$157,321-
PARSONS FINANCIAL ADVISORS 401(K) PLAN-0$0$157,321-
2024111$3,412,233$183,451$16,677iApproximate average salary by contribution assumption: employee only about $416,934 at 4% or $277,956 at 6%; with 50% employer match about $277,956 at 4% or $185,304 at 6%; with 100% employer match about $208,467 at 4% or $138,978 at 6%.
PARSONS FINANCIAL ADVISORS 401(K) PLAN-11$3,412,233$183,451$16,677iApproximate average salary by contribution assumption: employee only about $416,934 at 4% or $277,956 at 6%; with 50% employer match about $277,956 at 4% or $185,304 at 6%; with 100% employer match about $208,467 at 4% or $138,978 at 6%.
2023110$2,811,998$256,764$25,676iApproximate average salary by contribution assumption: employee only about $641,910 at 4% or $427,940 at 6%; with 50% employer match about $427,940 at 4% or $285,293 at 6%; with 100% employer match about $320,955 at 4% or $213,970 at 6%.
PARSONS FINANCIAL ADVISORS 401(K) PLAN-10$2,811,998$256,764$25,676iApproximate average salary by contribution assumption: employee only about $641,910 at 4% or $427,940 at 6%; with 50% employer match about $427,940 at 4% or $285,293 at 6%; with 100% employer match about $320,955 at 4% or $213,970 at 6%.
202219$2,122,132$233,778$25,975iApproximate average salary by contribution assumption: employee only about $649,383 at 4% or $432,922 at 6%; with 50% employer match about $432,922 at 4% or $288,615 at 6%; with 100% employer match about $324,692 at 4% or $216,461 at 6%.
PARSONS FINANCIAL ADVISORS 401(K) PLAN-9$2,122,132$233,778$25,975iApproximate average salary by contribution assumption: employee only about $649,383 at 4% or $432,922 at 6%; with 50% employer match about $432,922 at 4% or $288,615 at 6%; with 100% employer match about $324,692 at 4% or $216,461 at 6%.
202118$2,333,531$226,486$28,311iApproximate average salary by contribution assumption: employee only about $707,769 at 4% or $471,846 at 6%; with 50% employer match about $471,846 at 4% or $314,564 at 6%; with 100% employer match about $353,884 at 4% or $235,923 at 6%.
PARSONS FINANCIAL ADVISORS 401(K) PLAN-8$2,333,531$226,486$28,311iApproximate average salary by contribution assumption: employee only about $707,769 at 4% or $471,846 at 6%; with 50% employer match about $471,846 at 4% or $314,564 at 6%; with 100% employer match about $353,884 at 4% or $235,923 at 6%.
202019$1,822,172$203,808$22,645iApproximate average salary by contribution assumption: employee only about $566,133 at 4% or $377,422 at 6%; with 50% employer match about $377,422 at 4% or $251,615 at 6%; with 100% employer match about $283,067 at 4% or $188,711 at 6%.
PARSONS FINANCIAL ADVISORS 401(K) PLAN-9$1,822,172$203,808$22,645iApproximate average salary by contribution assumption: employee only about $566,133 at 4% or $377,422 at 6%; with 50% employer match about $377,422 at 4% or $251,615 at 6%; with 100% employer match about $283,067 at 4% or $188,711 at 6%.
2019112$1,493,830$159,650$13,304iApproximate average salary by contribution assumption: employee only about $332,604 at 4% or $221,736 at 6%; with 50% employer match about $221,736 at 4% or $147,824 at 6%; with 100% employer match about $166,302 at 4% or $110,868 at 6%.
PARSONS FINANCIAL ADVISORS 401(K) PLAN-12$1,493,830$159,650$13,304iApproximate average salary by contribution assumption: employee only about $332,604 at 4% or $221,736 at 6%; with 50% employer match about $221,736 at 4% or $147,824 at 6%; with 100% employer match about $166,302 at 4% or $110,868 at 6%.
2018111$1,093,368$116,482$10,589iApproximate average salary by contribution assumption: employee only about $264,732 at 4% or $176,488 at 6%; with 50% employer match about $176,488 at 4% or $117,659 at 6%; with 100% employer match about $132,366 at 4% or $88,244 at 6%.
PARSONS FINANCIAL ADVISORS 401(K) PLAN-11$1,093,368$116,482$10,589iApproximate average salary by contribution assumption: employee only about $264,732 at 4% or $176,488 at 6%; with 50% employer match about $176,488 at 4% or $117,659 at 6%; with 100% employer match about $132,366 at 4% or $88,244 at 6%.
201718$1,056,381$104,317$13,040iApproximate average salary by contribution assumption: employee only about $325,991 at 4% or $217,327 at 6%; with 50% employer match about $217,327 at 4% or $144,885 at 6%; with 100% employer match about $162,995 at 4% or $108,664 at 6%.
PARSONS FINANCIAL ADVISORS 401(K) PLAN-8$1,056,381$104,317$13,040iApproximate average salary by contribution assumption: employee only about $325,991 at 4% or $217,327 at 6%; with 50% employer match about $217,327 at 4% or $144,885 at 6%; with 100% employer match about $162,995 at 4% or $108,664 at 6%.