Civic Intelligence

Factor Trust Inc.

Plan context: Factor Trust Retirement 401(K) Plan

EIN 20-4136318 • Roswell, GA • 11 filings • 2 plans

695 Mansell RoadSuite 200Roswell, GA 30076
Current Snapshot

Latest Year

2017

2017 Participants

31

2017 Assets

$1,747,985

2017 Contributions

$513,411

Historical Graphs

Total Assets Over Time

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

$1,747,985$873,993$0200720122017YearValue
$1,747,985Latest year 2017

Participants Over Time

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

31160200720122017YearValue
31Latest year 2017

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
2017131$1,747,985$513,411$16,562iApproximate average salary by contribution assumption: employee only about $414,041 at 4% or $276,027 at 6%; with 50% employer match about $276,027 at 4% or $184,018 at 6%; with 100% employer match about $207,021 at 4% or $138,014 at 6%.
Factor Trust Retirement 401(K) Plan-31$1,747,985$513,411$16,562iApproximate average salary by contribution assumption: employee only about $414,041 at 4% or $276,027 at 6%; with 50% employer match about $276,027 at 4% or $184,018 at 6%; with 100% employer match about $207,021 at 4% or $138,014 at 6%.
2016124$1,168,340$584,275$24,345iApproximate average salary by contribution assumption: employee only about $608,620 at 4% or $405,747 at 6%; with 50% employer match about $405,747 at 4% or $270,498 at 6%; with 100% employer match about $304,310 at 4% or $202,873 at 6%.
Factor Trust Retirement 401(K) Plan-24$1,168,340$584,275$24,345iApproximate average salary by contribution assumption: employee only about $608,620 at 4% or $405,747 at 6%; with 50% employer match about $405,747 at 4% or $270,498 at 6%; with 100% employer match about $304,310 at 4% or $202,873 at 6%.
2015111$547,586$191,290$17,390iApproximate average salary by contribution assumption: employee only about $434,750 at 4% or $289,833 at 6%; with 50% employer match about $289,833 at 4% or $193,222 at 6%; with 100% employer match about $217,375 at 4% or $144,917 at 6%.
Factor Trust Retirement 401(K) Plan-11$547,586$191,290$17,390iApproximate average salary by contribution assumption: employee only about $434,750 at 4% or $289,833 at 6%; with 50% employer match about $289,833 at 4% or $193,222 at 6%; with 100% employer match about $217,375 at 4% or $144,917 at 6%.
201418$376,861$80,478$10,060iApproximate average salary by contribution assumption: employee only about $251,494 at 4% or $167,663 at 6%; with 50% employer match about $167,663 at 4% or $111,775 at 6%; with 100% employer match about $125,747 at 4% or $83,831 at 6%.
Factor Trust Retirement 401(K) Plan-8$376,861$80,478$10,060iApproximate average salary by contribution assumption: employee only about $251,494 at 4% or $167,663 at 6%; with 50% employer match about $167,663 at 4% or $111,775 at 6%; with 100% employer match about $125,747 at 4% or $83,831 at 6%.
2013111$329,815$96,705$8,791iApproximate average salary by contribution assumption: employee only about $219,784 at 4% or $146,523 at 6%; with 50% employer match about $146,523 at 4% or $97,682 at 6%; with 100% employer match about $109,892 at 4% or $73,261 at 6%.
Factor Trust Retirement 401(K) Plan-11$329,815$96,705$8,791iApproximate average salary by contribution assumption: employee only about $219,784 at 4% or $146,523 at 6%; with 50% employer match about $146,523 at 4% or $97,682 at 6%; with 100% employer match about $109,892 at 4% or $73,261 at 6%.
201219$201,601$63,992$7,110iApproximate average salary by contribution assumption: employee only about $177,756 at 4% or $118,504 at 6%; with 50% employer match about $118,504 at 4% or $79,002 at 6%; with 100% employer match about $88,878 at 4% or $59,252 at 6%.
Factor Trust Retirement 401(K) Plan-9$201,601$63,992$7,110iApproximate average salary by contribution assumption: employee only about $177,756 at 4% or $118,504 at 6%; with 50% employer match about $118,504 at 4% or $79,002 at 6%; with 100% employer match about $88,878 at 4% or $59,252 at 6%.
201119$142,210$46,807$5,201iApproximate average salary by contribution assumption: employee only about $130,019 at 4% or $86,680 at 6%; with 50% employer match about $86,680 at 4% or $57,786 at 6%; with 100% employer match about $65,010 at 4% or $43,340 at 6%.
Factor Trust Retirement 401(K) Plan-9$142,210$46,807$5,201iApproximate average salary by contribution assumption: employee only about $130,019 at 4% or $86,680 at 6%; with 50% employer match about $86,680 at 4% or $57,786 at 6%; with 100% employer match about $65,010 at 4% or $43,340 at 6%.
201018$175,738$41,335$5,167iApproximate average salary by contribution assumption: employee only about $129,172 at 4% or $86,115 at 6%; with 50% employer match about $86,115 at 4% or $57,410 at 6%; with 100% employer match about $64,586 at 4% or $43,057 at 6%.
Factor Trust Retirement 401(K) Plan-8$175,738$41,335$5,167iApproximate average salary by contribution assumption: employee only about $129,172 at 4% or $86,115 at 6%; with 50% employer match about $86,115 at 4% or $57,410 at 6%; with 100% employer match about $64,586 at 4% or $43,057 at 6%.
200918$112,559$50,985$6,373iApproximate average salary by contribution assumption: employee only about $159,328 at 4% or $106,219 at 6%; with 50% employer match about $106,219 at 4% or $70,813 at 6%; with 100% employer match about $79,664 at 4% or $53,109 at 6%.
Factor Trust Retirement 401(K) Plan-8$112,559$50,985$6,373iApproximate average salary by contribution assumption: employee only about $159,328 at 4% or $106,219 at 6%; with 50% employer match about $106,219 at 4% or $70,813 at 6%; with 100% employer match about $79,664 at 4% or $53,109 at 6%.
200817$44,705$38,521$5,503iApproximate average salary by contribution assumption: employee only about $137,575 at 4% or $91,717 at 6%; with 50% employer match about $91,717 at 4% or $61,144 at 6%; with 100% employer match about $68,788 at 4% or $45,858 at 6%.
Factor Trust Retirement 401(K) Plan-7$44,705$38,521$5,503iApproximate average salary by contribution assumption: employee only about $137,575 at 4% or $91,717 at 6%; with 50% employer match about $91,717 at 4% or $61,144 at 6%; with 100% employer match about $68,788 at 4% or $45,858 at 6%.
200715$21,676$22,219$4,444iApproximate average salary by contribution assumption: employee only about $111,095 at 4% or $74,063 at 6%; with 50% employer match about $74,063 at 4% or $49,376 at 6%; with 100% employer match about $55,548 at 4% or $37,032 at 6%.
Factor Trust Retirement 401(K) Plan-5$21,676$22,219$4,444iApproximate average salary by contribution assumption: employee only about $111,095 at 4% or $74,063 at 6%; with 50% employer match about $74,063 at 4% or $49,376 at 6%; with 100% employer match about $55,548 at 4% or $37,032 at 6%.