Civic Intelligence

Quantitative Financial Strategies, Inc.

Plan context: Quantitative Financial Strategies Inc 401(K) Plan

EIN 22-2895440 • Basalt, CO • 34 filings • 17 plans

350 Market StreetSuite 312Basalt, CO 81621
Current Snapshot

Latest Year

2018

2018 Participants

12

2018 Assets

$219,311

2018 Contributions

$67,895

Historical Graphs

Total Assets Over Time

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

$5,770,881$2,885,441$0199920082018YearValue
$219,311Latest year 2018

Participants Over Time

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

40200199920072018YearValue
12Latest year 2018

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
2018112$219,311$67,895$5,658iApproximate average salary by contribution assumption: employee only about $141,448 at 4% or $94,299 at 6%; with 50% employer match about $94,299 at 4% or $62,866 at 6%; with 100% employer match about $70,724 at 4% or $47,149 at 6%.
Quantitative Financial Strategies Inc 401(K) Plan-12$219,311$67,895$5,658iApproximate average salary by contribution assumption: employee only about $141,448 at 4% or $94,299 at 6%; with 50% employer match about $94,299 at 4% or $62,866 at 6%; with 100% employer match about $70,724 at 4% or $47,149 at 6%.
2017111$236,012$99,720$9,065iApproximate average salary by contribution assumption: employee only about $226,636 at 4% or $151,091 at 6%; with 50% employer match about $151,091 at 4% or $100,727 at 6%; with 100% employer match about $113,318 at 4% or $75,545 at 6%.
Quantitative Financial Strategies Inc 401(K) Plan-11$236,012$99,720$9,065iApproximate average salary by contribution assumption: employee only about $226,636 at 4% or $151,091 at 6%; with 50% employer match about $151,091 at 4% or $100,727 at 6%; with 100% employer match about $113,318 at 4% or $75,545 at 6%.
201618$135,576$92,813$11,602iApproximate average salary by contribution assumption: employee only about $290,041 at 4% or $193,360 at 6%; with 50% employer match about $193,360 at 4% or $128,907 at 6%; with 100% employer match about $145,020 at 4% or $96,680 at 6%.
Quantitative Financial Strategies Inc 401(K) Plan-8$135,576$92,813$11,602iApproximate average salary by contribution assumption: employee only about $290,041 at 4% or $193,360 at 6%; with 50% employer match about $193,360 at 4% or $128,907 at 6%; with 100% employer match about $145,020 at 4% or $96,680 at 6%.
201519$180,717$83,358$9,262iApproximate average salary by contribution assumption: employee only about $231,550 at 4% or $154,367 at 6%; with 50% employer match about $154,367 at 4% or $102,911 at 6%; with 100% employer match about $115,775 at 4% or $77,183 at 6%.
Quantitative Financial Strategies Inc 401(K) Plan-9$180,717$83,358$9,262iApproximate average salary by contribution assumption: employee only about $231,550 at 4% or $154,367 at 6%; with 50% employer match about $154,367 at 4% or $102,911 at 6%; with 100% employer match about $115,775 at 4% or $77,183 at 6%.
201418$142,842$96,081$12,010iApproximate average salary by contribution assumption: employee only about $300,253 at 4% or $200,169 at 6%; with 50% employer match about $200,169 at 4% or $133,446 at 6%; with 100% employer match about $150,127 at 4% or $100,084 at 6%.
Quantitative Financial Strategies Inc 401(K) Plan-8$142,842$96,081$12,010iApproximate average salary by contribution assumption: employee only about $300,253 at 4% or $200,169 at 6%; with 50% employer match about $200,169 at 4% or $133,446 at 6%; with 100% employer match about $150,127 at 4% or $100,084 at 6%.
2013111$74,854$69,623$6,329iApproximate average salary by contribution assumption: employee only about $158,234 at 4% or $105,489 at 6%; with 50% employer match about $105,489 at 4% or $70,326 at 6%; with 100% employer match about $79,117 at 4% or $52,745 at 6%.
Quantitative Financial Strategies Inc 401(K) Plan-11$74,854$69,623$6,329iApproximate average salary by contribution assumption: employee only about $158,234 at 4% or $105,489 at 6%; with 50% employer match about $105,489 at 4% or $70,326 at 6%; with 100% employer match about $79,117 at 4% or $52,745 at 6%.
200910$0$0-
Vanguard Prototype Defined Contribution Plan - Ps Plan 004-0---
2008240$2,882,988$451,628$11,291iApproximate average salary by contribution assumption: employee only about $282,268 at 4% or $188,178 at 6%; with 50% employer match about $188,178 at 4% or $125,452 at 6%; with 100% employer match about $141,134 at 4% or $94,089 at 6%.
Vanguard Prototype Defined Contribution Plan Mppp 002-40$2,882,988$451,628$11,291iApproximate average salary by contribution assumption: employee only about $282,268 at 4% or $188,178 at 6%; with 50% employer match about $188,178 at 4% or $125,452 at 6%; with 100% employer match about $141,134 at 4% or $94,089 at 6%.
Vanguard Prototype Defined Contribution Plan - Ps Plan 004-29---
2007338$0$0-
Vanguard Prototype Defined Contribution Plan - Ps Plan 004-26---
Vanguard Prototype Defined Contribution Plan Mppp 002-38---
QFS, INC. 401K PLAN-36---
2006339$5,770,881$835,374$21,420iApproximate average salary by contribution assumption: employee only about $535,496 at 4% or $356,997 at 6%; with 50% employer match about $356,997 at 4% or $237,998 at 6%; with 100% employer match about $267,748 at 4% or $178,499 at 6%.
Vanguard Prototype Defined Contribution Plan Mppp 002-34$3,367,821$425,965$12,528iApproximate average salary by contribution assumption: employee only about $313,210 at 4% or $208,806 at 6%; with 50% employer match about $208,806 at 4% or $139,204 at 6%; with 100% employer match about $156,605 at 4% or $104,403 at 6%.
QFS, INC. 401K PLAN-39$2,388,197$409,409$10,498iApproximate average salary by contribution assumption: employee only about $262,442 at 4% or $174,961 at 6%; with 50% employer match about $174,961 at 4% or $116,641 at 6%; with 100% employer match about $131,221 at 4% or $87,481 at 6%.
Vanguard Prototype Defined Contribution Plan - Ps Plan 004-34$14,863--
2005337$4,324,649$673,358$18,199iApproximate average salary by contribution assumption: employee only about $454,972 at 4% or $303,314 at 6%; with 50% employer match about $303,314 at 4% or $202,210 at 6%; with 100% employer match about $227,486 at 4% or $151,657 at 6%.
Vanguard Prototype Defined Contribution Plan Mppp 002-37$2,563,814$297,614$8,044iApproximate average salary by contribution assumption: employee only about $201,091 at 4% or $134,060 at 6%; with 50% employer match about $134,060 at 4% or $89,374 at 6%; with 100% employer match about $100,545 at 4% or $67,030 at 6%.
QFS, INC. 401K PLAN-36$1,746,664$375,744$10,437iApproximate average salary by contribution assumption: employee only about $260,933 at 4% or $173,956 at 6%; with 50% employer match about $173,956 at 4% or $115,970 at 6%; with 100% employer match about $130,467 at 4% or $86,978 at 6%.
Vanguard Prototype Defined Contribution Plan - Ps Plan 004-36$14,171--
2004338$3,470,867$691,339$18,193iApproximate average salary by contribution assumption: employee only about $454,828 at 4% or $303,219 at 6%; with 50% employer match about $303,219 at 4% or $202,146 at 6%; with 100% employer match about $227,414 at 4% or $151,609 at 6%.
Vanguard Prototype Defined Contribution Plan Mppp 002-38$2,151,245$363,072$9,555iApproximate average salary by contribution assumption: employee only about $238,863 at 4% or $159,242 at 6%; with 50% employer match about $159,242 at 4% or $106,161 at 6%; with 100% employer match about $119,432 at 4% or $79,621 at 6%.
QFS, INC. 401K PLAN-36$1,305,865$328,267$9,119iApproximate average salary by contribution assumption: employee only about $227,963 at 4% or $151,975 at 6%; with 50% employer match about $151,975 at 4% or $101,317 at 6%; with 100% employer match about $113,982 at 4% or $75,988 at 6%.
Vanguard Prototype Defined Contribution Plan - Ps Plan 004-33$13,757--
2003335$2,522,037$661,755$18,907iApproximate average salary by contribution assumption: employee only about $472,682 at 4% or $315,121 at 6%; with 50% employer match about $315,121 at 4% or $210,081 at 6%; with 100% employer match about $236,341 at 4% or $157,561 at 6%.
Vanguard Prototype Defined Contribution Plan Mppp 002-35$1,612,194$382,206$10,920iApproximate average salary by contribution assumption: employee only about $273,004 at 4% or $182,003 at 6%; with 50% employer match about $182,003 at 4% or $121,335 at 6%; with 100% employer match about $136,502 at 4% or $91,001 at 6%.
QFS, INC. 401K PLAN-30$896,237$279,549$9,318iApproximate average salary by contribution assumption: employee only about $232,957 at 4% or $155,305 at 6%; with 50% employer match about $155,305 at 4% or $103,537 at 6%; with 100% employer match about $116,479 at 4% or $77,653 at 6%.
Vanguard Prototype Defined Contribution Plan - Ps Plan 004-28$13,606--
2002332$1,614,171$594,369$18,574iApproximate average salary by contribution assumption: employee only about $464,351 at 4% or $309,567 at 6%; with 50% employer match about $309,567 at 4% or $206,378 at 6%; with 100% employer match about $232,175 at 4% or $154,784 at 6%.
Vanguard Prototype Defined Contribution Plan Mppp 002-32$1,133,802$303,750$9,492iApproximate average salary by contribution assumption: employee only about $237,305 at 4% or $158,203 at 6%; with 50% employer match about $158,203 at 4% or $105,469 at 6%; with 100% employer match about $118,652 at 4% or $79,102 at 6%.
QFS, INC. 401K PLAN-30$466,884$290,619$9,687iApproximate average salary by contribution assumption: employee only about $242,182 at 4% or $161,455 at 6%; with 50% employer match about $161,455 at 4% or $107,637 at 6%; with 100% employer match about $121,091 at 4% or $80,728 at 6%.
Vanguard Prototype Defined Contribution Plan - Ps Plan 004-30$13,485--
2001331$0$0-
QFS, INC. 401K PLAN-28---
Vanguard Prototype Defined Contribution Plan - Ps Plan 004-28---
Vanguard Prototype Defined Contribution Plan Mppp 002-31---
2000225$788,529$243,275$9,731iApproximate average salary by contribution assumption: employee only about $243,275 at 4% or $162,183 at 6%; with 50% employer match about $162,183 at 4% or $108,122 at 6%; with 100% employer match about $121,638 at 4% or $81,092 at 6%.
Vanguard Prototype Defined Contribution Plan Mppp 002-25$775,793$243,275$9,731iApproximate average salary by contribution assumption: employee only about $243,275 at 4% or $162,183 at 6%; with 50% employer match about $162,183 at 4% or $108,122 at 6%; with 100% employer match about $121,638 at 4% or $81,092 at 6%.
Vanguard Prototype Defined Contribution Plan - Ps Plan 004-22$12,736--
1999225$754,184$158,659$6,346iApproximate average salary by contribution assumption: employee only about $158,659 at 4% or $105,773 at 6%; with 50% employer match about $105,773 at 4% or $70,515 at 6%; with 100% employer match about $79,330 at 4% or $52,886 at 6%.
Vanguard Prototype Defined Contribution Plan Mppp 002-25$742,202$158,659$6,346iApproximate average salary by contribution assumption: employee only about $158,659 at 4% or $105,773 at 6%; with 50% employer match about $105,773 at 4% or $70,515 at 6%; with 100% employer match about $79,330 at 4% or $52,886 at 6%.
Vanguard Prototype Defined Contribution Plan - Ps Plan 004-11$11,982--