Civic Intelligence

Financial Directions Inc

Plan context: Financial Directions Inc Profit Sharing Plan

EIN 13-3401642 • 9 filings • 3 plans

Current Snapshot

Latest Year

2001

2001 Participants

4

2001 Assets

$861,469

2001 Contributions

$117,215

Historical Graphs

Total Assets Over Time

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

$861,469$430,735$01999YearValue
$861,469Latest year 1999

Participants Over Time

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

42019992000YearValue
4Latest year 2000

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
200130$0$0-
Financial Directions Inc Profit Sharing Plan-0---
Financial Directions Inc Money Purchase Plan-0---
Financial Directions Inc Defined Benefit Plan-0---
200034$0$0-
Financial Directions Inc Defined Benefit Plan-2---
Financial Directions Inc Money Purchase Plan-4---
Financial Directions Inc Profit Sharing Plan-4---
199934$861,469$117,215$29,304iApproximate average salary by contribution assumption: employee only about $732,594 at 4% or $488,396 at 6%; with 50% employer match about $488,396 at 4% or $325,597 at 6%; with 100% employer match about $366,297 at 4% or $244,198 at 6%.
Financial Directions Inc Profit Sharing Plan-4$551,727$50,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Financial Directions Inc Defined Benefit Plan-2$161,224$48,415$24,208iApproximate average salary by contribution assumption: employee only about $605,188 at 4% or $403,458 at 6%; with 50% employer match about $403,458 at 4% or $268,972 at 6%; with 100% employer match about $302,594 at 4% or $201,729 at 6%.
Financial Directions Inc Money Purchase Plan-4$148,518$18,800$4,700iApproximate average salary by contribution assumption: employee only about $117,500 at 4% or $78,333 at 6%; with 50% employer match about $78,333 at 4% or $52,222 at 6%; with 100% employer match about $58,750 at 4% or $39,167 at 6%.