Civic Intelligence

Financial Design Group

Plan context: Financial Design Group 401(K) Plan

EIN 26-1528160 • Toledo, OH • 14 filings • 1 plans

3230 Central Park West, Ste. 100Toledo, OH 43617
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$554,176

2024 Contributions

$55,061

Historical Graphs

Total Assets Over Time

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

$554,176$277,088$0201120182024YearValue
$554,176Latest year 2024

Participants Over Time

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

1160201120182024YearValue
6Latest year 2024

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
202416$554,176$55,061$9,177iApproximate average salary by contribution assumption: employee only about $229,421 at 4% or $152,947 at 6%; with 50% employer match about $152,947 at 4% or $101,965 at 6%; with 100% employer match about $114,710 at 4% or $76,474 at 6%.
Financial Design Group 401(K) Plan-6$554,176$55,061$9,177iApproximate average salary by contribution assumption: employee only about $229,421 at 4% or $152,947 at 6%; with 50% employer match about $152,947 at 4% or $101,965 at 6%; with 100% employer match about $114,710 at 4% or $76,474 at 6%.
202319$472,852$49,585$5,509iApproximate average salary by contribution assumption: employee only about $137,736 at 4% or $91,824 at 6%; with 50% employer match about $91,824 at 4% or $61,216 at 6%; with 100% employer match about $68,868 at 4% or $45,912 at 6%.
Financial Design Group 401(K) Plan-9$472,852$49,585$5,509iApproximate average salary by contribution assumption: employee only about $137,736 at 4% or $91,824 at 6%; with 50% employer match about $91,824 at 4% or $61,216 at 6%; with 100% employer match about $68,868 at 4% or $45,912 at 6%.
2022110$383,244$53,192$5,319iApproximate average salary by contribution assumption: employee only about $132,980 at 4% or $88,653 at 6%; with 50% employer match about $88,653 at 4% or $59,102 at 6%; with 100% employer match about $66,490 at 4% or $44,327 at 6%.
Financial Design Group 401(K) Plan-10$383,244$53,192$5,319iApproximate average salary by contribution assumption: employee only about $132,980 at 4% or $88,653 at 6%; with 50% employer match about $88,653 at 4% or $59,102 at 6%; with 100% employer match about $66,490 at 4% or $44,327 at 6%.
202117$373,406$77,737$11,105iApproximate average salary by contribution assumption: employee only about $277,632 at 4% or $185,088 at 6%; with 50% employer match about $185,088 at 4% or $123,392 at 6%; with 100% employer match about $138,816 at 4% or $92,544 at 6%.
Financial Design Group 401(K) Plan-7$373,406$77,737$11,105iApproximate average salary by contribution assumption: employee only about $277,632 at 4% or $185,088 at 6%; with 50% employer match about $185,088 at 4% or $123,392 at 6%; with 100% employer match about $138,816 at 4% or $92,544 at 6%.
2020111$310,805$52,102$4,737iApproximate average salary by contribution assumption: employee only about $118,414 at 4% or $78,942 at 6%; with 50% employer match about $78,942 at 4% or $52,628 at 6%; with 100% employer match about $59,207 at 4% or $39,471 at 6%.
Financial Design Group 401(K) Plan-11$310,805$52,102$4,737iApproximate average salary by contribution assumption: employee only about $118,414 at 4% or $78,942 at 6%; with 50% employer match about $78,942 at 4% or $52,628 at 6%; with 100% employer match about $59,207 at 4% or $39,471 at 6%.
2019111$228,958$84,340$7,667iApproximate average salary by contribution assumption: employee only about $191,682 at 4% or $127,788 at 6%; with 50% employer match about $127,788 at 4% or $85,192 at 6%; with 100% employer match about $95,841 at 4% or $63,894 at 6%.
Financial Design Group 401(K) Plan-11$228,958$84,340$7,667iApproximate average salary by contribution assumption: employee only about $191,682 at 4% or $127,788 at 6%; with 50% employer match about $127,788 at 4% or $85,192 at 6%; with 100% employer match about $95,841 at 4% or $63,894 at 6%.
2018110$235,011$73,746$7,375iApproximate average salary by contribution assumption: employee only about $184,365 at 4% or $122,910 at 6%; with 50% employer match about $122,910 at 4% or $81,940 at 6%; with 100% employer match about $92,183 at 4% or $61,455 at 6%.
Financial Design Group 401(K) Plan-10$235,011$73,746$7,375iApproximate average salary by contribution assumption: employee only about $184,365 at 4% or $122,910 at 6%; with 50% employer match about $122,910 at 4% or $81,940 at 6%; with 100% employer match about $92,183 at 4% or $61,455 at 6%.
201719$199,609$61,996$6,888iApproximate average salary by contribution assumption: employee only about $172,211 at 4% or $114,807 at 6%; with 50% employer match about $114,807 at 4% or $76,538 at 6%; with 100% employer match about $86,106 at 4% or $57,404 at 6%.
Financial Design Group 401(K) Plan-9$199,609$61,996$6,888iApproximate average salary by contribution assumption: employee only about $172,211 at 4% or $114,807 at 6%; with 50% employer match about $114,807 at 4% or $76,538 at 6%; with 100% employer match about $86,106 at 4% or $57,404 at 6%.
201618$118,481$43,334$5,417iApproximate average salary by contribution assumption: employee only about $135,419 at 4% or $90,279 at 6%; with 50% employer match about $90,279 at 4% or $60,186 at 6%; with 100% employer match about $67,709 at 4% or $45,140 at 6%.
Financial Design Group 401(K) Plan-8$118,481$43,334$5,417iApproximate average salary by contribution assumption: employee only about $135,419 at 4% or $90,279 at 6%; with 50% employer match about $90,279 at 4% or $60,186 at 6%; with 100% employer match about $67,709 at 4% or $45,140 at 6%.
201518$99,505$35,073$4,384iApproximate average salary by contribution assumption: employee only about $109,603 at 4% or $73,069 at 6%; with 50% employer match about $73,069 at 4% or $48,713 at 6%; with 100% employer match about $54,802 at 4% or $36,534 at 6%.
Financial Design Group 401(K) Plan-8$99,505$35,073$4,384iApproximate average salary by contribution assumption: employee only about $109,603 at 4% or $73,069 at 6%; with 50% employer match about $73,069 at 4% or $48,713 at 6%; with 100% employer match about $54,802 at 4% or $36,534 at 6%.
201419$258,955$35,820$3,980iApproximate average salary by contribution assumption: employee only about $99,500 at 4% or $66,333 at 6%; with 50% employer match about $66,333 at 4% or $44,222 at 6%; with 100% employer match about $49,750 at 4% or $33,167 at 6%.
Financial Design Group 401(K) Plan-9$258,955$35,820$3,980iApproximate average salary by contribution assumption: employee only about $99,500 at 4% or $66,333 at 6%; with 50% employer match about $66,333 at 4% or $44,222 at 6%; with 100% employer match about $49,750 at 4% or $33,167 at 6%.
201317$208,824$12,951$1,850iApproximate average salary by contribution assumption: employee only about $46,254 at 4% or $30,836 at 6%; with 50% employer match about $30,836 at 4% or $20,557 at 6%; with 100% employer match about $23,127 at 4% or $15,418 at 6%.
Financial Design Group 401(K) Plan-7$208,824$12,951$1,850iApproximate average salary by contribution assumption: employee only about $46,254 at 4% or $30,836 at 6%; with 50% employer match about $30,836 at 4% or $20,557 at 6%; with 100% employer match about $23,127 at 4% or $15,418 at 6%.
201217$256,076$243,172$34,739iApproximate average salary by contribution assumption: employee only about $868,471 at 4% or $578,981 at 6%; with 50% employer match about $578,981 at 4% or $385,987 at 6%; with 100% employer match about $434,236 at 4% or $289,490 at 6%.
Financial Design Group 401(K) Plan-7$256,076$243,172$34,739iApproximate average salary by contribution assumption: employee only about $868,471 at 4% or $578,981 at 6%; with 50% employer match about $578,981 at 4% or $385,987 at 6%; with 100% employer match about $434,236 at 4% or $289,490 at 6%.
201114$5,174$5,174$1,294iApproximate average salary by contribution assumption: employee only about $32,338 at 4% or $21,558 at 6%; with 50% employer match about $21,558 at 4% or $14,372 at 6%; with 100% employer match about $16,169 at 4% or $10,779 at 6%.
Financial Design Group 401(K) Plan-4$5,174$5,174$1,294iApproximate average salary by contribution assumption: employee only about $32,338 at 4% or $21,558 at 6%; with 50% employer match about $21,558 at 4% or $14,372 at 6%; with 100% employer match about $16,169 at 4% or $10,779 at 6%.