Civic Intelligence

Fillmore Financial Services Inc.

Plan context: Fillmore Financial Services Inc. 401K Profit Sharing Plan

EIN 11-3070376 • 1 filings • 1 plans

Current Snapshot

Latest Year

1999

1999 Participants

57

1999 Assets

$1,649,300

1999 Contributions

$373,087

Historical Graphs

Total Assets Over Time

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

$1,649,300$824,650$01999YearValue
$1,649,300Latest year 1999

Participants Over Time

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

572901999YearValue
57Latest year 1999

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
1999157$1,649,300$373,087$6,545iApproximate average salary by contribution assumption: employee only about $163,635 at 4% or $109,090 at 6%; with 50% employer match about $109,090 at 4% or $72,727 at 6%; with 100% employer match about $81,817 at 4% or $54,545 at 6%.
Fillmore Financial Services Inc. 401K Profit Sharing Plan-57$1,649,300$373,087$6,545iApproximate average salary by contribution assumption: employee only about $163,635 at 4% or $109,090 at 6%; with 50% employer match about $109,090 at 4% or $72,727 at 6%; with 100% employer match about $81,817 at 4% or $54,545 at 6%.