Fmg Financial Services
Plan context: Fmg Financial Services Inc. 401(K) Plan
EIN 04-3166070 • West Boylston, MA • 25 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$279,036
2024 Contributions
$41,778
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 5 | $279,036 | $41,778 | $8,356iApproximate average salary by contribution assumption: employee only about $208,890 at 4% or $139,260 at 6%; with 50% employer match about $139,260 at 4% or $92,840 at 6%; with 100% employer match about $104,445 at 4% or $69,630 at 6%. |
| Fmg Financial Services Inc. 401(K) Plan | - | 5 | $279,036 | $41,778 | $8,356iApproximate average salary by contribution assumption: employee only about $208,890 at 4% or $139,260 at 6%; with 50% employer match about $139,260 at 4% or $92,840 at 6%; with 100% employer match about $104,445 at 4% or $69,630 at 6%. |
| 2023 | 1 | 5 | $307,597 | $36,400 | $7,280iApproximate average salary by contribution assumption: employee only about $182,000 at 4% or $121,333 at 6%; with 50% employer match about $121,333 at 4% or $80,889 at 6%; with 100% employer match about $91,000 at 4% or $60,667 at 6%. |
| Fmg Financial Services Inc. 401(K) Plan | - | 5 | $307,597 | $36,400 | $7,280iApproximate average salary by contribution assumption: employee only about $182,000 at 4% or $121,333 at 6%; with 50% employer match about $121,333 at 4% or $80,889 at 6%; with 100% employer match about $91,000 at 4% or $60,667 at 6%. |
| 2022 | 1 | 5 | $234,196 | $28,589 | $5,718iApproximate average salary by contribution assumption: employee only about $142,945 at 4% or $95,297 at 6%; with 50% employer match about $95,297 at 4% or $63,531 at 6%; with 100% employer match about $71,473 at 4% or $47,648 at 6%. |
| Fmg Financial Services Inc. 401(K) Plan | - | 5 | $234,196 | $28,589 | $5,718iApproximate average salary by contribution assumption: employee only about $142,945 at 4% or $95,297 at 6%; with 50% employer match about $95,297 at 4% or $63,531 at 6%; with 100% employer match about $71,473 at 4% or $47,648 at 6%. |
| 2021 | 1 | 3 | $226,134 | $25,471 | $8,490iApproximate average salary by contribution assumption: employee only about $212,258 at 4% or $141,506 at 6%; with 50% employer match about $141,506 at 4% or $94,337 at 6%; with 100% employer match about $106,129 at 4% or $70,753 at 6%. |
| Fmg Financial Services Inc. 401(K) Plan | - | 3 | $226,134 | $25,471 | $8,490iApproximate average salary by contribution assumption: employee only about $212,258 at 4% or $141,506 at 6%; with 50% employer match about $141,506 at 4% or $94,337 at 6%; with 100% employer match about $106,129 at 4% or $70,753 at 6%. |
| 2020 | 1 | 3 | $181,628 | $36,496 | $12,165iApproximate average salary by contribution assumption: employee only about $304,133 at 4% or $202,756 at 6%; with 50% employer match about $202,756 at 4% or $135,170 at 6%; with 100% employer match about $152,067 at 4% or $101,378 at 6%. |
| Fmg Financial Services Inc. 401(K) Plan | - | 3 | $181,628 | $36,496 | $12,165iApproximate average salary by contribution assumption: employee only about $304,133 at 4% or $202,756 at 6%; with 50% employer match about $202,756 at 4% or $135,170 at 6%; with 100% employer match about $152,067 at 4% or $101,378 at 6%. |
| 2019 | 1 | 3 | $534,539 | $39,600 | $13,200iApproximate average salary by contribution assumption: employee only about $330,000 at 4% or $220,000 at 6%; with 50% employer match about $220,000 at 4% or $146,667 at 6%; with 100% employer match about $165,000 at 4% or $110,000 at 6%. |
| Fmg Financial Services Inc. 401(K) Plan | - | 3 | $534,539 | $39,600 | $13,200iApproximate average salary by contribution assumption: employee only about $330,000 at 4% or $220,000 at 6%; with 50% employer match about $220,000 at 4% or $146,667 at 6%; with 100% employer match about $165,000 at 4% or $110,000 at 6%. |
| 2018 | 1 | 3 | $466,175 | $35,775 | $11,925iApproximate average salary by contribution assumption: employee only about $298,125 at 4% or $198,750 at 6%; with 50% employer match about $198,750 at 4% or $132,500 at 6%; with 100% employer match about $149,063 at 4% or $99,375 at 6%. |
| Fmg Financial Services Inc. 401(K) Plan | - | 3 | $466,175 | $35,775 | $11,925iApproximate average salary by contribution assumption: employee only about $298,125 at 4% or $198,750 at 6%; with 50% employer match about $198,750 at 4% or $132,500 at 6%; with 100% employer match about $149,063 at 4% or $99,375 at 6%. |
| 2017 | 1 | 5 | $532,842 | $40,904 | $8,181iApproximate average salary by contribution assumption: employee only about $204,520 at 4% or $136,347 at 6%; with 50% employer match about $136,347 at 4% or $90,898 at 6%; with 100% employer match about $102,260 at 4% or $68,173 at 6%. |
| Fmg Financial Services Inc. 401(K) Plan | - | 5 | $532,842 | $40,904 | $8,181iApproximate average salary by contribution assumption: employee only about $204,520 at 4% or $136,347 at 6%; with 50% employer match about $136,347 at 4% or $90,898 at 6%; with 100% employer match about $102,260 at 4% or $68,173 at 6%. |
| 2016 | 1 | 5 | $418,767 | $56,644 | $11,329iApproximate average salary by contribution assumption: employee only about $283,220 at 4% or $188,813 at 6%; with 50% employer match about $188,813 at 4% or $125,876 at 6%; with 100% employer match about $141,610 at 4% or $94,407 at 6%. |
| Fmg Financial Services Inc. 401(K) Plan | - | 5 | $418,767 | $56,644 | $11,329iApproximate average salary by contribution assumption: employee only about $283,220 at 4% or $188,813 at 6%; with 50% employer match about $188,813 at 4% or $125,876 at 6%; with 100% employer match about $141,610 at 4% or $94,407 at 6%. |
| 2015 | 1 | 5 | $607,988 | $62,400 | $12,480iApproximate average salary by contribution assumption: employee only about $312,000 at 4% or $208,000 at 6%; with 50% employer match about $208,000 at 4% or $138,667 at 6%; with 100% employer match about $156,000 at 4% or $104,000 at 6%. |
| Fmg Financial Services Inc. 401(K) Plan | - | 5 | $607,988 | $62,400 | $12,480iApproximate average salary by contribution assumption: employee only about $312,000 at 4% or $208,000 at 6%; with 50% employer match about $208,000 at 4% or $138,667 at 6%; with 100% employer match about $156,000 at 4% or $104,000 at 6%. |
| 2014 | 1 | 5 | $565,393 | $61,660 | $12,332iApproximate average salary by contribution assumption: employee only about $308,300 at 4% or $205,533 at 6%; with 50% employer match about $205,533 at 4% or $137,022 at 6%; with 100% employer match about $154,150 at 4% or $102,767 at 6%. |
| Fmg Financial Services Inc. 401(K) Plan | - | 5 | $565,393 | $61,660 | $12,332iApproximate average salary by contribution assumption: employee only about $308,300 at 4% or $205,533 at 6%; with 50% employer match about $205,533 at 4% or $137,022 at 6%; with 100% employer match about $154,150 at 4% or $102,767 at 6%. |
| 2013 | 1 | 5 | $479,723 | $53,020 | $10,604iApproximate average salary by contribution assumption: employee only about $265,100 at 4% or $176,733 at 6%; with 50% employer match about $176,733 at 4% or $117,822 at 6%; with 100% employer match about $132,550 at 4% or $88,367 at 6%. |
| Fmg Financial Services Inc. 401(K) Plan | - | 5 | $479,723 | $53,020 | $10,604iApproximate average salary by contribution assumption: employee only about $265,100 at 4% or $176,733 at 6%; with 50% employer match about $176,733 at 4% or $117,822 at 6%; with 100% employer match about $132,550 at 4% or $88,367 at 6%. |
| 2012 | 1 | 6 | $377,959 | $39,400 | $6,567iApproximate average salary by contribution assumption: employee only about $164,167 at 4% or $109,444 at 6%; with 50% employer match about $109,444 at 4% or $72,963 at 6%; with 100% employer match about $82,083 at 4% or $54,722 at 6%. |
| Fmg Financial Services Inc. 401(K) Plan | - | 6 | $377,959 | $39,400 | $6,567iApproximate average salary by contribution assumption: employee only about $164,167 at 4% or $109,444 at 6%; with 50% employer match about $109,444 at 4% or $72,963 at 6%; with 100% employer match about $82,083 at 4% or $54,722 at 6%. |
| 2011 | 1 | 7 | $301,296 | $45,500 | $6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%. |
| Fmg Financial Services Inc. 401(K) Plan | - | 7 | $301,296 | $45,500 | $6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%. |
| 2010 | 1 | 8 | $383,645 | $38,350 | $4,794iApproximate average salary by contribution assumption: employee only about $119,844 at 4% or $79,896 at 6%; with 50% employer match about $79,896 at 4% or $53,264 at 6%; with 100% employer match about $59,922 at 4% or $39,948 at 6%. |
| Fmg Financial Services Inc. 401(K) Plan | - | 8 | $383,645 | $38,350 | $4,794iApproximate average salary by contribution assumption: employee only about $119,844 at 4% or $79,896 at 6%; with 50% employer match about $79,896 at 4% or $53,264 at 6%; with 100% employer match about $59,922 at 4% or $39,948 at 6%. |
| 2009 | 1 | 10 | $319,695 | $54,289 | $5,429iApproximate average salary by contribution assumption: employee only about $135,723 at 4% or $90,482 at 6%; with 50% employer match about $90,482 at 4% or $60,321 at 6%; with 100% employer match about $67,861 at 4% or $45,241 at 6%. |
| Fmg Financial Services Inc. 401(K) Plan | - | 10 | $319,695 | $54,289 | $5,429iApproximate average salary by contribution assumption: employee only about $135,723 at 4% or $90,482 at 6%; with 50% employer match about $90,482 at 4% or $60,321 at 6%; with 100% employer match about $67,861 at 4% or $45,241 at 6%. |
| 2008 | 1 | 12 | $210,237 | $51,650 | $4,304iApproximate average salary by contribution assumption: employee only about $107,604 at 4% or $71,736 at 6%; with 50% employer match about $71,736 at 4% or $47,824 at 6%; with 100% employer match about $53,802 at 4% or $35,868 at 6%. |
| Fmg Financial Services Inc. 401(K) Plan | - | 12 | $210,237 | $51,650 | $4,304iApproximate average salary by contribution assumption: employee only about $107,604 at 4% or $71,736 at 6%; with 50% employer match about $71,736 at 4% or $47,824 at 6%; with 100% employer match about $53,802 at 4% or $35,868 at 6%. |
| 2007 | 1 | 10 | $265,671 | $42,770 | $4,277iApproximate average salary by contribution assumption: employee only about $106,925 at 4% or $71,283 at 6%; with 50% employer match about $71,283 at 4% or $47,522 at 6%; with 100% employer match about $53,463 at 4% or $35,642 at 6%. |
| Fmg Financial Services Inc. 401(K) Plan | - | 10 | $265,671 | $42,770 | $4,277iApproximate average salary by contribution assumption: employee only about $106,925 at 4% or $71,283 at 6%; with 50% employer match about $71,283 at 4% or $47,522 at 6%; with 100% employer match about $53,463 at 4% or $35,642 at 6%. |
| 2006 | 1 | 8 | $203,040 | $44,770 | $5,596iApproximate average salary by contribution assumption: employee only about $139,906 at 4% or $93,271 at 6%; with 50% employer match about $93,271 at 4% or $62,181 at 6%; with 100% employer match about $69,953 at 4% or $46,635 at 6%. |
| Fmg Financial Services Inc. 401(K) Plan | - | 8 | $203,040 | $44,770 | $5,596iApproximate average salary by contribution assumption: employee only about $139,906 at 4% or $93,271 at 6%; with 50% employer match about $93,271 at 4% or $62,181 at 6%; with 100% employer match about $69,953 at 4% or $46,635 at 6%. |
| 2005 | 1 | 8 | $195,627 | $94,077 | $11,760iApproximate average salary by contribution assumption: employee only about $293,991 at 4% or $195,994 at 6%; with 50% employer match about $195,994 at 4% or $130,663 at 6%; with 100% employer match about $146,995 at 4% or $97,997 at 6%. |
| Fmg Financial Services Inc. 401(K) Plan | - | 8 | $195,627 | $94,077 | $11,760iApproximate average salary by contribution assumption: employee only about $293,991 at 4% or $195,994 at 6%; with 50% employer match about $195,994 at 4% or $130,663 at 6%; with 100% employer match about $146,995 at 4% or $97,997 at 6%. |
| 2004 | 1 | 6 | $87,949 | $27,754 | $4,626iApproximate average salary by contribution assumption: employee only about $115,642 at 4% or $77,094 at 6%; with 50% employer match about $77,094 at 4% or $51,396 at 6%; with 100% employer match about $57,821 at 4% or $38,547 at 6%. |
| Fmg Financial Services Inc. 401(K) Plan | - | 6 | $87,949 | $27,754 | $4,626iApproximate average salary by contribution assumption: employee only about $115,642 at 4% or $77,094 at 6%; with 50% employer match about $77,094 at 4% or $51,396 at 6%; with 100% employer match about $57,821 at 4% or $38,547 at 6%. |
| 2003 | 1 | 5 | $89,742 | $24,425 | $4,885iApproximate average salary by contribution assumption: employee only about $122,125 at 4% or $81,417 at 6%; with 50% employer match about $81,417 at 4% or $54,278 at 6%; with 100% employer match about $61,063 at 4% or $40,708 at 6%. |
| Fmg Financial Services Inc. 401(K) Plan | - | 5 | $89,742 | $24,425 | $4,885iApproximate average salary by contribution assumption: employee only about $122,125 at 4% or $81,417 at 6%; with 50% employer match about $81,417 at 4% or $54,278 at 6%; with 100% employer match about $61,063 at 4% or $40,708 at 6%. |
| 2002 | 1 | 4 | $45,022 | $20,780 | $5,195iApproximate average salary by contribution assumption: employee only about $129,875 at 4% or $86,583 at 6%; with 50% employer match about $86,583 at 4% or $57,722 at 6%; with 100% employer match about $64,938 at 4% or $43,292 at 6%. |
| Fmg Financial Services Inc. 401(K) Plan | - | 4 | $45,022 | $20,780 | $5,195iApproximate average salary by contribution assumption: employee only about $129,875 at 4% or $86,583 at 6%; with 50% employer match about $86,583 at 4% or $57,722 at 6%; with 100% employer match about $64,938 at 4% or $43,292 at 6%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| Fmg Financial Services Inc. 401(K) Plan | - | 4 | - | - | - |
| 2000 | 1 | 3 | $0 | $0 | - |
| Fmg Financial Services Inc. 401(K) Plan | - | 3 | - | - | - |