Civic Intelligence

Financial Strategy Associates

Plan context: Financial Strategy Associates Profit Sharing Plan

EIN 04-3178102 • 10 filings • 2 plans

Current Snapshot

Latest Year

2006

2006 Participants

3

2006 Assets

$858,197

2006 Contributions

$107,463

Historical Graphs

Total Assets Over Time

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

$858,197$429,099$0200020032006YearValue
$858,197Latest year 2006

Participants Over Time

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

420200020032006YearValue
3Latest year 2006

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
200613$858,197$107,463$35,821iApproximate average salary by contribution assumption: employee only about $895,525 at 4% or $597,017 at 6%; with 50% employer match about $597,017 at 4% or $398,011 at 6%; with 100% employer match about $447,763 at 4% or $298,508 at 6%.
Financial Strategy Associates Profit Sharing Plan-3$858,197$107,463$35,821iApproximate average salary by contribution assumption: employee only about $895,525 at 4% or $597,017 at 6%; with 50% employer match about $597,017 at 4% or $398,011 at 6%; with 100% employer match about $447,763 at 4% or $298,508 at 6%.
200513$637,659$101,350$33,783iApproximate average salary by contribution assumption: employee only about $844,583 at 4% or $563,056 at 6%; with 50% employer match about $563,056 at 4% or $375,370 at 6%; with 100% employer match about $422,292 at 4% or $281,528 at 6%.
Financial Strategy Associates Profit Sharing Plan-3$637,659$101,350$33,783iApproximate average salary by contribution assumption: employee only about $844,583 at 4% or $563,056 at 6%; with 50% employer match about $563,056 at 4% or $375,370 at 6%; with 100% employer match about $422,292 at 4% or $281,528 at 6%.
200413$486,766$96,562$32,187iApproximate average salary by contribution assumption: employee only about $804,683 at 4% or $536,456 at 6%; with 50% employer match about $536,456 at 4% or $357,637 at 6%; with 100% employer match about $402,342 at 4% or $268,228 at 6%.
Financial Strategy Associates Profit Sharing Plan-3$486,766$96,562$32,187iApproximate average salary by contribution assumption: employee only about $804,683 at 4% or $536,456 at 6%; with 50% employer match about $536,456 at 4% or $357,637 at 6%; with 100% employer match about $402,342 at 4% or $268,228 at 6%.
200313$356,210$95,395$31,798iApproximate average salary by contribution assumption: employee only about $794,958 at 4% or $529,972 at 6%; with 50% employer match about $529,972 at 4% or $353,315 at 6%; with 100% employer match about $397,479 at 4% or $264,986 at 6%.
Financial Strategy Associates Profit Sharing Plan-3$356,210$95,395$31,798iApproximate average salary by contribution assumption: employee only about $794,958 at 4% or $529,972 at 6%; with 50% employer match about $529,972 at 4% or $353,315 at 6%; with 100% employer match about $397,479 at 4% or $264,986 at 6%.
200224$220,061$95,309$23,827iApproximate average salary by contribution assumption: employee only about $595,681 at 4% or $397,121 at 6%; with 50% employer match about $397,121 at 4% or $264,747 at 6%; with 100% employer match about $297,841 at 4% or $198,560 at 6%.
Financial Strategy Associates Profit Sharing Plan-4$220,061$95,309$23,827iApproximate average salary by contribution assumption: employee only about $595,681 at 4% or $397,121 at 6%; with 50% employer match about $397,121 at 4% or $264,747 at 6%; with 100% employer match about $297,841 at 4% or $198,560 at 6%.
Financial Strategy Associates Pension Plan-0---
200123$136,228$74,565$24,855iApproximate average salary by contribution assumption: employee only about $621,375 at 4% or $414,250 at 6%; with 50% employer match about $414,250 at 4% or $276,167 at 6%; with 100% employer match about $310,688 at 4% or $207,125 at 6%.
Financial Strategy Associates Profit Sharing Plan-3$98,881$53,667$17,889iApproximate average salary by contribution assumption: employee only about $447,225 at 4% or $298,150 at 6%; with 50% employer match about $298,150 at 4% or $198,767 at 6%; with 100% employer match about $223,613 at 4% or $149,075 at 6%.
Financial Strategy Associates Pension Plan-3$37,347$20,898$6,966iApproximate average salary by contribution assumption: employee only about $174,150 at 4% or $116,100 at 6%; with 50% employer match about $116,100 at 4% or $77,400 at 6%; with 100% employer match about $87,075 at 4% or $58,050 at 6%.
200023$61,413$61,413$20,471iApproximate average salary by contribution assumption: employee only about $511,775 at 4% or $341,183 at 6%; with 50% employer match about $341,183 at 4% or $227,456 at 6%; with 100% employer match about $255,888 at 4% or $170,592 at 6%.
Financial Strategy Associates Profit Sharing Plan-3$43,678$43,678$14,559iApproximate average salary by contribution assumption: employee only about $363,983 at 4% or $242,656 at 6%; with 50% employer match about $242,656 at 4% or $161,770 at 6%; with 100% employer match about $181,992 at 4% or $121,328 at 6%.
Financial Strategy Associates Pension Plan-3$17,735$17,735$5,912iApproximate average salary by contribution assumption: employee only about $147,792 at 4% or $98,528 at 6%; with 50% employer match about $98,528 at 4% or $65,685 at 6%; with 100% employer match about $73,896 at 4% or $49,264 at 6%.