THE FINANCIAL GROUP, INC.
Plan context: THE FINANCIAL GROUP, INC. 401K PLAN
EIN 02-0751495 • Sheboygan, WI • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$110,676
2025 Contributions
$31,006
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 | 1 | $110,676 | $31,006 | $31,006iApproximate average salary by contribution assumption: employee only about $775,150 at 4% or $516,767 at 6%; with 50% employer match about $516,767 at 4% or $344,511 at 6%; with 100% employer match about $387,575 at 4% or $258,383 at 6%. |
| THE FINANCIAL GROUP, INC. 401K PLAN | - | 1 | $110,676 | $31,006 | $31,006iApproximate average salary by contribution assumption: employee only about $775,150 at 4% or $516,767 at 6%; with 50% employer match about $516,767 at 4% or $344,511 at 6%; with 100% employer match about $387,575 at 4% or $258,383 at 6%. |
| 2024 | 1 | 1 | $66,511 | $30,180 | $30,180iApproximate average salary by contribution assumption: employee only about $754,500 at 4% or $503,000 at 6%; with 50% employer match about $503,000 at 4% or $335,333 at 6%; with 100% employer match about $377,250 at 4% or $251,500 at 6%. |
| THE FINANCIAL GROUP, INC. 401K PLAN | - | 1 | $66,511 | $30,180 | $30,180iApproximate average salary by contribution assumption: employee only about $754,500 at 4% or $503,000 at 6%; with 50% employer match about $503,000 at 4% or $335,333 at 6%; with 100% employer match about $377,250 at 4% or $251,500 at 6%. |
| 2023 | 1 | 1 | $29,837 | $27,203 | $27,203iApproximate average salary by contribution assumption: employee only about $680,075 at 4% or $453,383 at 6%; with 50% employer match about $453,383 at 4% or $302,256 at 6%; with 100% employer match about $340,038 at 4% or $226,692 at 6%. |
| THE FINANCIAL GROUP, INC. 401K PLAN | - | 1 | $29,837 | $27,203 | $27,203iApproximate average salary by contribution assumption: employee only about $680,075 at 4% or $453,383 at 6%; with 50% employer match about $453,383 at 4% or $302,256 at 6%; with 100% employer match about $340,038 at 4% or $226,692 at 6%. |