Civic Intelligence

The Financial Workshop Inc.

Plan context: The Financial Workshop Inc. 401(K) Profit Sharing Plan

EIN 06-1482931 • Ledyard, CT • 12 filings • 2 plans

152 Lambtown Rd.Ledyard, CT 06339
Current Snapshot

Latest Year

2015

2015 Participants

3

2015 Assets

$1,584,361

2015 Contributions

$120,216

Historical Graphs

Total Assets Over Time

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

$1,584,361$792,181$0200420102014YearValue
$1,584,361Latest year 2014

Participants Over Time

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

320200420092014YearValue
3Latest year 2014

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
201510$0$0-
The Financial Workshop Inc. 401(K) Profit Sharing Plan-0$0$0-
201413$1,584,361$120,216$40,072iApproximate average salary by contribution assumption: employee only about $1,001,800 at 4% or $667,867 at 6%; with 50% employer match about $667,867 at 4% or $445,244 at 6%; with 100% employer match about $500,900 at 4% or $333,933 at 6%.
The Financial Workshop Inc. 401(K) Profit Sharing Plan-3$1,584,361$120,216$40,072iApproximate average salary by contribution assumption: employee only about $1,001,800 at 4% or $667,867 at 6%; with 50% employer match about $667,867 at 4% or $445,244 at 6%; with 100% employer match about $500,900 at 4% or $333,933 at 6%.
201313$1,390,000$106,790$35,597iApproximate average salary by contribution assumption: employee only about $889,917 at 4% or $593,278 at 6%; with 50% employer match about $593,278 at 4% or $395,519 at 6%; with 100% employer match about $444,958 at 4% or $296,639 at 6%.
The Financial Workshop Inc. 401(K) Profit Sharing Plan-3$1,390,000$106,790$35,597iApproximate average salary by contribution assumption: employee only about $889,917 at 4% or $593,278 at 6%; with 50% employer match about $593,278 at 4% or $395,519 at 6%; with 100% employer match about $444,958 at 4% or $296,639 at 6%.
201213$1,270,764$102,544$34,181iApproximate average salary by contribution assumption: employee only about $854,533 at 4% or $569,689 at 6%; with 50% employer match about $569,689 at 4% or $379,793 at 6%; with 100% employer match about $427,267 at 4% or $284,844 at 6%.
The Financial Workshop Inc. 401(K) Profit Sharing Plan-3$1,270,764$102,544$34,181iApproximate average salary by contribution assumption: employee only about $854,533 at 4% or $569,689 at 6%; with 50% employer match about $569,689 at 4% or $379,793 at 6%; with 100% employer match about $427,267 at 4% or $284,844 at 6%.
201112$1,055,840$98,000$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%.
The Financial Workshop Inc. 401(K) Profit Sharing Plan-2$1,055,840$98,000$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%.
201012$975,820$99,356$49,678iApproximate average salary by contribution assumption: employee only about $1,241,950 at 4% or $827,967 at 6%; with 50% employer match about $827,967 at 4% or $551,978 at 6%; with 100% employer match about $620,975 at 4% or $413,983 at 6%.
The Financial Workshop Inc. 401(K) Profit Sharing Plan-2$975,820$99,356$49,678iApproximate average salary by contribution assumption: employee only about $1,241,950 at 4% or $827,967 at 6%; with 50% employer match about $827,967 at 4% or $551,978 at 6%; with 100% employer match about $620,975 at 4% or $413,983 at 6%.
200913$768,890$1,300$433iApproximate average salary by contribution assumption: employee only about $10,833 at 4% or $7,222 at 6%; with 50% employer match about $7,222 at 4% or $4,815 at 6%; with 100% employer match about $5,417 at 4% or $3,611 at 6%.
The Financial Workshop Inc. 401(K) Profit Sharing Plan-3$768,890$1,300$433iApproximate average salary by contribution assumption: employee only about $10,833 at 4% or $7,222 at 6%; with 50% employer match about $7,222 at 4% or $4,815 at 6%; with 100% employer match about $5,417 at 4% or $3,611 at 6%.
200813$0$0-
The Financial Workshop Inc. 401(K) Profit Sharing Plan-3---
200713$0$0-
The Financial Workshop Inc. 401(K) Profit Sharing Plan-3---
200613$636,346$93,099$31,033iApproximate average salary by contribution assumption: employee only about $775,825 at 4% or $517,217 at 6%; with 50% employer match about $517,217 at 4% or $344,811 at 6%; with 100% employer match about $387,913 at 4% or $258,608 at 6%.
The Financial Workshop Inc. 401(K) Profit Sharing Plan-3$636,346$93,099$31,033iApproximate average salary by contribution assumption: employee only about $775,825 at 4% or $517,217 at 6%; with 50% employer match about $517,217 at 4% or $344,811 at 6%; with 100% employer match about $387,913 at 4% or $258,608 at 6%.
200513$490,222$390,805$130,268iApproximate average salary by contribution assumption: employee only about $3,256,708 at 4% or $2,171,139 at 6%; with 50% employer match about $2,171,139 at 4% or $1,447,426 at 6%; with 100% employer match about $1,628,354 at 4% or $1,085,569 at 6%.
The Financial Workshop Inc. 401(K) Profit Sharing Plan-3$490,222$390,805$130,268iApproximate average salary by contribution assumption: employee only about $3,256,708 at 4% or $2,171,139 at 6%; with 50% employer match about $2,171,139 at 4% or $1,447,426 at 6%; with 100% employer match about $1,628,354 at 4% or $1,085,569 at 6%.
200412$84,000$84,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
The Financial Workshop Inc. 401(K) Profit Sharing Plan-2$84,000$84,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.