FI-Plan Partners
Plan context: Fi-Plan Partners 401(K) Plan
EIN 20-2099454 • Hoover, AL • 17 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
15
2025 Assets
$3,506,068
2025 Contributions
$369,535
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 15 | $3,506,068 | $369,535 | $24,636iApproximate average salary by contribution assumption: employee only about $615,892 at 4% or $410,594 at 6%; with 50% employer match about $410,594 at 4% or $273,730 at 6%; with 100% employer match about $307,946 at 4% or $205,297 at 6%. |
| Fi-Plan Partners 401(K) Plan | - | 15 | $3,506,068 | $369,535 | $24,636iApproximate average salary by contribution assumption: employee only about $615,892 at 4% or $410,594 at 6%; with 50% employer match about $410,594 at 4% or $273,730 at 6%; with 100% employer match about $307,946 at 4% or $205,297 at 6%. |
| 2024 | 1 | 15 | $2,687,745 | $313,806 | $20,920iApproximate average salary by contribution assumption: employee only about $523,010 at 4% or $348,673 at 6%; with 50% employer match about $348,673 at 4% or $232,449 at 6%; with 100% employer match about $261,505 at 4% or $174,337 at 6%. |
| Fi-Plan Partners 401(K) Plan | - | 15 | $2,687,745 | $313,806 | $20,920iApproximate average salary by contribution assumption: employee only about $523,010 at 4% or $348,673 at 6%; with 50% employer match about $348,673 at 4% or $232,449 at 6%; with 100% employer match about $261,505 at 4% or $174,337 at 6%. |
| 2023 | 1 | 10 | $2,134,540 | $261,087 | $26,109iApproximate average salary by contribution assumption: employee only about $652,718 at 4% or $435,145 at 6%; with 50% employer match about $435,145 at 4% or $290,097 at 6%; with 100% employer match about $326,359 at 4% or $217,573 at 6%. |
| Fi-Plan Partners 401(K) Plan | - | 10 | $2,134,540 | $261,087 | $26,109iApproximate average salary by contribution assumption: employee only about $652,718 at 4% or $435,145 at 6%; with 50% employer match about $435,145 at 4% or $290,097 at 6%; with 100% employer match about $326,359 at 4% or $217,573 at 6%. |
| 2022 | 1 | 15 | $1,799,031 | $244,509 | $16,301iApproximate average salary by contribution assumption: employee only about $407,515 at 4% or $271,677 at 6%; with 50% employer match about $271,677 at 4% or $181,118 at 6%; with 100% employer match about $203,758 at 4% or $135,838 at 6%. |
| Fi-Plan Partners 401(K) Plan | - | 15 | $1,799,031 | $244,509 | $16,301iApproximate average salary by contribution assumption: employee only about $407,515 at 4% or $271,677 at 6%; with 50% employer match about $271,677 at 4% or $181,118 at 6%; with 100% employer match about $203,758 at 4% or $135,838 at 6%. |
| 2021 | 1 | 15 | $1,971,924 | $210,710 | $14,047iApproximate average salary by contribution assumption: employee only about $351,183 at 4% or $234,122 at 6%; with 50% employer match about $234,122 at 4% or $156,081 at 6%; with 100% employer match about $175,592 at 4% or $117,061 at 6%. |
| Fi-Plan Partners 401(K) Plan | - | 15 | $1,971,924 | $210,710 | $14,047iApproximate average salary by contribution assumption: employee only about $351,183 at 4% or $234,122 at 6%; with 50% employer match about $234,122 at 4% or $156,081 at 6%; with 100% employer match about $175,592 at 4% or $117,061 at 6%. |
| 2020 | 1 | 12 | $1,663,332 | $164,639 | $13,720iApproximate average salary by contribution assumption: employee only about $342,998 at 4% or $228,665 at 6%; with 50% employer match about $228,665 at 4% or $152,444 at 6%; with 100% employer match about $171,499 at 4% or $114,333 at 6%. |
| Fi-Plan Partners 401(K) Plan | - | 12 | $1,663,332 | $164,639 | $13,720iApproximate average salary by contribution assumption: employee only about $342,998 at 4% or $228,665 at 6%; with 50% employer match about $228,665 at 4% or $152,444 at 6%; with 100% employer match about $171,499 at 4% or $114,333 at 6%. |
| 2019 | 1 | 12 | $1,314,285 | $126,240 | $10,520iApproximate average salary by contribution assumption: employee only about $263,000 at 4% or $175,333 at 6%; with 50% employer match about $175,333 at 4% or $116,889 at 6%; with 100% employer match about $131,500 at 4% or $87,667 at 6%. |
| Fi-Plan Partners 401(K) Plan | - | 12 | $1,314,285 | $126,240 | $10,520iApproximate average salary by contribution assumption: employee only about $263,000 at 4% or $175,333 at 6%; with 50% employer match about $175,333 at 4% or $116,889 at 6%; with 100% employer match about $131,500 at 4% or $87,667 at 6%. |
| 2018 | 1 | 13 | $1,009,172 | $129,959 | $9,997iApproximate average salary by contribution assumption: employee only about $249,921 at 4% or $166,614 at 6%; with 50% employer match about $166,614 at 4% or $111,076 at 6%; with 100% employer match about $124,961 at 4% or $83,307 at 6%. |
| Fi-Plan Partners 401(K) Plan | - | 13 | $1,009,172 | $129,959 | $9,997iApproximate average salary by contribution assumption: employee only about $249,921 at 4% or $166,614 at 6%; with 50% employer match about $166,614 at 4% or $111,076 at 6%; with 100% employer match about $124,961 at 4% or $83,307 at 6%. |
| 2017 | 1 | 14 | $1,034,396 | $126,387 | $9,028iApproximate average salary by contribution assumption: employee only about $225,691 at 4% or $150,461 at 6%; with 50% employer match about $150,461 at 4% or $100,307 at 6%; with 100% employer match about $112,846 at 4% or $75,230 at 6%. |
| Fi-Plan Partners 401(K) Plan | - | 14 | $1,034,396 | $126,387 | $9,028iApproximate average salary by contribution assumption: employee only about $225,691 at 4% or $150,461 at 6%; with 50% employer match about $150,461 at 4% or $100,307 at 6%; with 100% employer match about $112,846 at 4% or $75,230 at 6%. |
| 2016 | 1 | 13 | $799,250 | $182,453 | $14,035iApproximate average salary by contribution assumption: employee only about $350,871 at 4% or $233,914 at 6%; with 50% employer match about $233,914 at 4% or $155,943 at 6%; with 100% employer match about $175,436 at 4% or $116,957 at 6%. |
| Fi-Plan Partners 401(K) Plan | - | 13 | $799,250 | $182,453 | $14,035iApproximate average salary by contribution assumption: employee only about $350,871 at 4% or $233,914 at 6%; with 50% employer match about $233,914 at 4% or $155,943 at 6%; with 100% employer match about $175,436 at 4% or $116,957 at 6%. |
| 2015 | 1 | 15 | $959,633 | $132,150 | $8,810iApproximate average salary by contribution assumption: employee only about $220,250 at 4% or $146,833 at 6%; with 50% employer match about $146,833 at 4% or $97,889 at 6%; with 100% employer match about $110,125 at 4% or $73,417 at 6%. |
| Fi-Plan Partners 401(K) Plan | - | 15 | $959,633 | $132,150 | $8,810iApproximate average salary by contribution assumption: employee only about $220,250 at 4% or $146,833 at 6%; with 50% employer match about $146,833 at 4% or $97,889 at 6%; with 100% employer match about $110,125 at 4% or $73,417 at 6%. |
| 2014 | 1 | 13 | $860,132 | $150,129 | $11,548iApproximate average salary by contribution assumption: employee only about $288,710 at 4% or $192,473 at 6%; with 50% employer match about $192,473 at 4% or $128,315 at 6%; with 100% employer match about $144,355 at 4% or $96,237 at 6%. |
| Fi-Plan Partners 401(K) Plan | - | 13 | $860,132 | $150,129 | $11,548iApproximate average salary by contribution assumption: employee only about $288,710 at 4% or $192,473 at 6%; with 50% employer match about $192,473 at 4% or $128,315 at 6%; with 100% employer match about $144,355 at 4% or $96,237 at 6%. |
| 2013 | 1 | 11 | $663,125 | $138,189 | $12,563iApproximate average salary by contribution assumption: employee only about $314,066 at 4% or $209,377 at 6%; with 50% employer match about $209,377 at 4% or $139,585 at 6%; with 100% employer match about $157,033 at 4% or $104,689 at 6%. |
| Fi-Plan Partners 401(K) Plan | - | 11 | $663,125 | $138,189 | $12,563iApproximate average salary by contribution assumption: employee only about $314,066 at 4% or $209,377 at 6%; with 50% employer match about $209,377 at 4% or $139,585 at 6%; with 100% employer match about $157,033 at 4% or $104,689 at 6%. |
| 2012 | 1 | 11 | $418,619 | $116,365 | $10,579iApproximate average salary by contribution assumption: employee only about $264,466 at 4% or $176,311 at 6%; with 50% employer match about $176,311 at 4% or $117,540 at 6%; with 100% employer match about $132,233 at 4% or $88,155 at 6%. |
| Fi-Plan Partners 401(K) Plan | - | 11 | $418,619 | $116,365 | $10,579iApproximate average salary by contribution assumption: employee only about $264,466 at 4% or $176,311 at 6%; with 50% employer match about $176,311 at 4% or $117,540 at 6%; with 100% employer match about $132,233 at 4% or $88,155 at 6%. |
| 2011 | 1 | 11 | $280,702 | $88,695 | $8,063iApproximate average salary by contribution assumption: employee only about $201,580 at 4% or $134,386 at 6%; with 50% employer match about $134,386 at 4% or $89,591 at 6%; with 100% employer match about $100,790 at 4% or $67,193 at 6%. |
| Fi-Plan Partners 401(K) Plan | - | 11 | $280,702 | $88,695 | $8,063iApproximate average salary by contribution assumption: employee only about $201,580 at 4% or $134,386 at 6%; with 50% employer match about $134,386 at 4% or $89,591 at 6%; with 100% employer match about $100,790 at 4% or $67,193 at 6%. |
| 2010 | 1 | 9 | $207,591 | $73,551 | $8,172iApproximate average salary by contribution assumption: employee only about $204,308 at 4% or $136,206 at 6%; with 50% employer match about $136,206 at 4% or $90,804 at 6%; with 100% employer match about $102,154 at 4% or $68,103 at 6%. |
| Fi-Plan Partners 401(K) Plan | - | 9 | $207,591 | $73,551 | $8,172iApproximate average salary by contribution assumption: employee only about $204,308 at 4% or $136,206 at 6%; with 50% employer match about $136,206 at 4% or $90,804 at 6%; with 100% employer match about $102,154 at 4% or $68,103 at 6%. |
| 2009 | 1 | 7 | $112,081 | $58,185 | $8,312iApproximate average salary by contribution assumption: employee only about $207,804 at 4% or $138,536 at 6%; with 50% employer match about $138,536 at 4% or $92,357 at 6%; with 100% employer match about $103,902 at 4% or $69,268 at 6%. |
| Fi-Plan Partners 401(K) Plan | - | 7 | $112,081 | $58,185 | $8,312iApproximate average salary by contribution assumption: employee only about $207,804 at 4% or $138,536 at 6%; with 50% employer match about $138,536 at 4% or $92,357 at 6%; with 100% employer match about $103,902 at 4% or $69,268 at 6%. |