Financial Transformations Inc.
Plan context: Financial Transformations Inc. 401(K) Profit Sharing Plan
EIN 20-4099711 • Fairfax, VA • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$2,131,411
2025 Contributions
$39,007
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 | 4 | $2,131,411 | $39,007 | $9,752iApproximate average salary by contribution assumption: employee only about $243,794 at 4% or $162,529 at 6%; with 50% employer match about $162,529 at 4% or $108,353 at 6%; with 100% employer match about $121,897 at 4% or $81,265 at 6%. |
| Financial Transformations Inc. 401(K) Profit Sharing Plan | - | 4 | $2,131,411 | $39,007 | $9,752iApproximate average salary by contribution assumption: employee only about $243,794 at 4% or $162,529 at 6%; with 50% employer match about $162,529 at 4% or $108,353 at 6%; with 100% employer match about $121,897 at 4% or $81,265 at 6%. |
| 2024 | 1 | 4 | $1,787,627 | $35,129 | $8,782iApproximate average salary by contribution assumption: employee only about $219,556 at 4% or $146,371 at 6%; with 50% employer match about $146,371 at 4% or $97,581 at 6%; with 100% employer match about $109,778 at 4% or $73,185 at 6%. |
| Financial Transformations Inc. 401(K) Profit Sharing Plan | - | 4 | $1,787,627 | $35,129 | $8,782iApproximate average salary by contribution assumption: employee only about $219,556 at 4% or $146,371 at 6%; with 50% employer match about $146,371 at 4% or $97,581 at 6%; with 100% employer match about $109,778 at 4% or $73,185 at 6%. |
| 2023 | 1 | 4 | $1,571,083 | $51,526 | $12,882iApproximate average salary by contribution assumption: employee only about $322,038 at 4% or $214,692 at 6%; with 50% employer match about $214,692 at 4% or $143,128 at 6%; with 100% employer match about $161,019 at 4% or $107,346 at 6%. |
| Financial Transformations Inc. 401(K) Profit Sharing Plan | - | 4 | $1,571,083 | $51,526 | $12,882iApproximate average salary by contribution assumption: employee only about $322,038 at 4% or $214,692 at 6%; with 50% employer match about $214,692 at 4% or $143,128 at 6%; with 100% employer match about $161,019 at 4% or $107,346 at 6%. |
| 2022 | 1 | 4 | $1,300,058 | $55,672 | $13,918iApproximate average salary by contribution assumption: employee only about $347,950 at 4% or $231,967 at 6%; with 50% employer match about $231,967 at 4% or $154,644 at 6%; with 100% employer match about $173,975 at 4% or $115,983 at 6%. |
| Financial Transformations Inc. 401(K) Profit Sharing Plan | - | 4 | $1,300,058 | $55,672 | $13,918iApproximate average salary by contribution assumption: employee only about $347,950 at 4% or $231,967 at 6%; with 50% employer match about $231,967 at 4% or $154,644 at 6%; with 100% employer match about $173,975 at 4% or $115,983 at 6%. |
| 2021 | 1 | 4 | $1,569,457 | $42,568 | $10,642iApproximate average salary by contribution assumption: employee only about $266,050 at 4% or $177,367 at 6%; with 50% employer match about $177,367 at 4% or $118,244 at 6%; with 100% employer match about $133,025 at 4% or $88,683 at 6%. |
| Financial Transformations Inc. 401(K) Profit Sharing Plan | - | 4 | $1,569,457 | $42,568 | $10,642iApproximate average salary by contribution assumption: employee only about $266,050 at 4% or $177,367 at 6%; with 50% employer match about $177,367 at 4% or $118,244 at 6%; with 100% employer match about $133,025 at 4% or $88,683 at 6%. |
| 2020 | 1 | 4 | $1,359,820 | $1,120,951 | $280,238iApproximate average salary by contribution assumption: employee only about $7,005,944 at 4% or $4,670,629 at 6%; with 50% employer match about $4,670,629 at 4% or $3,113,753 at 6%; with 100% employer match about $3,502,972 at 4% or $2,335,315 at 6%. |
| Financial Transformations Inc. 401(K) Profit Sharing Plan | - | 4 | $1,359,820 | $1,120,951 | $280,238iApproximate average salary by contribution assumption: employee only about $7,005,944 at 4% or $4,670,629 at 6%; with 50% employer match about $4,670,629 at 4% or $3,113,753 at 6%; with 100% employer match about $3,502,972 at 4% or $2,335,315 at 6%. |