Fullerton Group LLC
Plan context: Fullerton Group LLC 401(K) Profit Sharing Plan & Trust
EIN 11-5699734 • Atlanta, GA • 6 filings • 2 plans
Current Snapshot
Latest Year
2022
2022 Participants
1
2022 Assets
$1,156
2022 Contributions
$2,486
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 1 | $1,156 | $0 | - |
| Fullerton Group LLC 401(K) Profit Sharing Plan & Trust | - | 1 | $1,156 | $0 | - |
| 2019 | 1 | 1 | $393,831 | $0 | - |
| Fullerton Group LLC 401(K) Profit Sharing Plan & Trust | - | 1 | $393,831 | - | - |
| 2018 | 1 | 1 | $270,062 | $2,486 | $2,486iApproximate average salary by contribution assumption: employee only about $62,150 at 4% or $41,433 at 6%; with 50% employer match about $41,433 at 4% or $27,622 at 6%; with 100% employer match about $31,075 at 4% or $20,717 at 6%. |
| Fullerton Group LLC 401(K) Profit Sharing Plan & Trust | - | 1 | $270,062 | $2,486 | $2,486iApproximate average salary by contribution assumption: employee only about $62,150 at 4% or $41,433 at 6%; with 50% employer match about $41,433 at 4% or $27,622 at 6%; with 100% employer match about $31,075 at 4% or $20,717 at 6%. |
| 2017 | 1 | 1 | $306,888 | $24,000 | $24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%. |
| Fullerton Group LLC 401(K) Profit Sharing Plan & Trust | - | 1 | $306,888 | $24,000 | $24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%. |
| 2016 | 1 | 1 | $229,446 | $23,500 | $23,500iApproximate average salary by contribution assumption: employee only about $587,500 at 4% or $391,667 at 6%; with 50% employer match about $391,667 at 4% or $261,111 at 6%; with 100% employer match about $293,750 at 4% or $195,833 at 6%. |
| Fullerton Group LLC 401(K) Profit Sharing Plan & Trust | - | 1 | $229,446 | $23,500 | $23,500iApproximate average salary by contribution assumption: employee only about $587,500 at 4% or $391,667 at 6%; with 50% employer match about $391,667 at 4% or $261,111 at 6%; with 100% employer match about $293,750 at 4% or $195,833 at 6%. |
| 2008 | 1 | 1 | $0 | $0 | - |
| Fullerton Group LLC 401(K) Profit Sharing Plan & Trust | - | 1 | - | - | - |