Fundamental Financial Services Inc.
Plan context: Fundamental Financial Services Inc. Profit Sharing Plan
EIN 01-0614606 • Largo, FL • 9 filings • 3 plans
Current Snapshot
Latest Year
2019
2019 Participants
1
2019 Assets
$171,890
2019 Contributions
$49,000
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 1 | $171,890 | $0 | - |
| Fundamental Financial Services Inc. Profit Sharing Plan | - | 1 | $171,890 | $0 | - |
| 2018 | 1 | 1 | $143,765 | $0 | - |
| Fundamental Financial Services Inc. Profit Sharing Plan | - | 1 | $143,765 | $0 | - |
| 2017 | 1 | 1 | $148,825 | $0 | - |
| Fundamental Financial Services Inc. Profit Sharing Plan | - | 1 | $148,825 | $0 | - |
| 2016 | 1 | 1 | $153,214 | $0 | - |
| Fundamental Financial Services Inc. Profit Sharing Plan | - | 1 | $153,214 | - | - |
| 2015 | 1 | 1 | $160,969 | $0 | - |
| Fundamental Financial Services Inc. Profit Sharing Plan | - | 1 | $160,969 | $0 | - |
| 2014 | 1 | 1 | $181,081 | $0 | - |
| Fundamental Financial Services Inc. Profit Sharing Plan | - | 1 | $181,081 | $0 | - |
| 2013 | 1 | 1 | $169,177 | $0 | - |
| Fundamental Financial Services Inc. Profit Sharing Plan | - | 1 | $169,177 | $0 | - |
| 2012 | 1 | 1 | $144,835 | $0 | - |
| Fundamental Financial Services Inc. Profit Sharing Plan | - | 1 | $144,835 | - | - |
| 2011 | 1 | 1 | $152,936 | $49,000 | $49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%. |
| Fundamental Financial Services Inc. Profit Sharing Plan | - | 1 | $152,936 | $49,000 | $49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%. |