Civic Intelligence

Finan & Associates

Plan context: Finan & Associates Profit Sharing Plan

EIN 94-3231826 • 5 filings • 2 plans

Current Snapshot

Latest Year

2001

2001 Participants

1

2001 Assets

$132,599

2001 Contributions

$20,413

Historical Graphs

Total Assets Over Time

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

$176,938$88,469$0199920002001YearValue
$132,599Latest year 2001

Participants Over Time

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

210199920002001YearValue
1Latest year 2001

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
200111$132,599$20,413$20,413iApproximate average salary by contribution assumption: employee only about $510,325 at 4% or $340,217 at 6%; with 50% employer match about $340,217 at 4% or $226,811 at 6%; with 100% employer match about $255,163 at 4% or $170,108 at 6%.
Finan & Associates Profit Sharing Plan-1$132,599$20,413$20,413iApproximate average salary by contribution assumption: employee only about $510,325 at 4% or $340,217 at 6%; with 50% employer match about $340,217 at 4% or $226,811 at 6%; with 100% employer match about $255,163 at 4% or $170,108 at 6%.
200022$176,938$35,523$17,762iApproximate average salary by contribution assumption: employee only about $444,038 at 4% or $296,025 at 6%; with 50% employer match about $296,025 at 4% or $197,350 at 6%; with 100% employer match about $222,019 at 4% or $148,013 at 6%.
Finan & Associates Profit Sharing Plan-2$127,987$25,119$12,560iApproximate average salary by contribution assumption: employee only about $313,988 at 4% or $209,325 at 6%; with 50% employer match about $209,325 at 4% or $139,550 at 6%; with 100% employer match about $156,994 at 4% or $104,663 at 6%.
Finan & Associates Money Purchase Pension Plan-2$48,951$10,404$5,202iApproximate average salary by contribution assumption: employee only about $130,050 at 4% or $86,700 at 6%; with 50% employer match about $86,700 at 4% or $57,800 at 6%; with 100% employer match about $65,025 at 4% or $43,350 at 6%.
199922$145,712$19,670$9,835iApproximate average salary by contribution assumption: employee only about $245,875 at 4% or $163,917 at 6%; with 50% employer match about $163,917 at 4% or $109,278 at 6%; with 100% employer match about $122,938 at 4% or $81,958 at 6%.
Finan & Associates Profit Sharing Plan-2$105,994$14,881$7,441iApproximate average salary by contribution assumption: employee only about $186,013 at 4% or $124,008 at 6%; with 50% employer match about $124,008 at 4% or $82,672 at 6%; with 100% employer match about $93,006 at 4% or $62,004 at 6%.
Finan & Associates Money Purchase Pension Plan-2$39,718$4,789$2,395iApproximate average salary by contribution assumption: employee only about $59,863 at 4% or $39,908 at 6%; with 50% employer match about $39,908 at 4% or $26,606 at 6%; with 100% employer match about $29,931 at 4% or $19,954 at 6%.