Civic Intelligence

Financial Transition Services, L

Plan context: Financial Transition Services LLC 401K

EIN 26-1890066 • Boerne, TX • 7 filings • 2 plans

348 Rio ColoradoBoerne, TX 78006
Current Snapshot

Latest Year

2021

2021 Participants

6

2021 Assets

$329,212

2021 Contributions

$57,767

Historical Graphs

Total Assets Over Time

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

$508,494$254,247$0201220152021YearValue
$329,212Latest year 2021

Participants Over Time

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

740201220152021YearValue
6Latest year 2021

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
202116$329,212$57,767$9,628iApproximate average salary by contribution assumption: employee only about $240,696 at 4% or $160,464 at 6%; with 50% employer match about $160,464 at 4% or $106,976 at 6%; with 100% employer match about $120,348 at 4% or $80,232 at 6%.
Financial Transition Services LLC 401K-6$329,212$57,767$9,628iApproximate average salary by contribution assumption: employee only about $240,696 at 4% or $160,464 at 6%; with 50% employer match about $160,464 at 4% or $106,976 at 6%; with 100% employer match about $120,348 at 4% or $80,232 at 6%.
201717$508,494$83,251$11,893iApproximate average salary by contribution assumption: employee only about $297,325 at 4% or $198,217 at 6%; with 50% employer match about $198,217 at 4% or $132,144 at 6%; with 100% employer match about $148,663 at 4% or $99,108 at 6%.
Financial Transition Services LLC 401K-7$508,494$83,251$11,893iApproximate average salary by contribution assumption: employee only about $297,325 at 4% or $198,217 at 6%; with 50% employer match about $198,217 at 4% or $132,144 at 6%; with 100% employer match about $148,663 at 4% or $99,108 at 6%.
201616$337,170$68,034$11,339iApproximate average salary by contribution assumption: employee only about $283,475 at 4% or $188,983 at 6%; with 50% employer match about $188,983 at 4% or $125,989 at 6%; with 100% employer match about $141,738 at 4% or $94,492 at 6%.
Financial Transition Services LLC 401K-6$337,170$68,034$11,339iApproximate average salary by contribution assumption: employee only about $283,475 at 4% or $188,983 at 6%; with 50% employer match about $188,983 at 4% or $125,989 at 6%; with 100% employer match about $141,738 at 4% or $94,492 at 6%.
201513$237,345$60,688$20,229iApproximate average salary by contribution assumption: employee only about $505,733 at 4% or $337,156 at 6%; with 50% employer match about $337,156 at 4% or $224,770 at 6%; with 100% employer match about $252,867 at 4% or $168,578 at 6%.
Financial Transition Services LLC 401K-3$237,345$60,688$20,229iApproximate average salary by contribution assumption: employee only about $505,733 at 4% or $337,156 at 6%; with 50% employer match about $337,156 at 4% or $224,770 at 6%; with 100% employer match about $252,867 at 4% or $168,578 at 6%.
201413$178,295$64,274$21,425iApproximate average salary by contribution assumption: employee only about $535,617 at 4% or $357,078 at 6%; with 50% employer match about $357,078 at 4% or $238,052 at 6%; with 100% employer match about $267,808 at 4% or $178,539 at 6%.
Financial Transition Services LLC 401K-3$178,295$64,274$21,425iApproximate average salary by contribution assumption: employee only about $535,617 at 4% or $357,078 at 6%; with 50% employer match about $357,078 at 4% or $238,052 at 6%; with 100% employer match about $267,808 at 4% or $178,539 at 6%.
201314$132,427$68,070$17,018iApproximate average salary by contribution assumption: employee only about $425,438 at 4% or $283,625 at 6%; with 50% employer match about $283,625 at 4% or $189,083 at 6%; with 100% employer match about $212,719 at 4% or $141,813 at 6%.
Financial Transition Services LLC 401K-4$132,427$68,070$17,018iApproximate average salary by contribution assumption: employee only about $425,438 at 4% or $283,625 at 6%; with 50% employer match about $283,625 at 4% or $189,083 at 6%; with 100% employer match about $212,719 at 4% or $141,813 at 6%.
201214$48,641$48,811$12,203iApproximate average salary by contribution assumption: employee only about $305,069 at 4% or $203,379 at 6%; with 50% employer match about $203,379 at 4% or $135,586 at 6%; with 100% employer match about $152,534 at 4% or $101,690 at 6%.
Financial Transition Services LLC 401K-4$48,641$48,811$12,203iApproximate average salary by contribution assumption: employee only about $305,069 at 4% or $203,379 at 6%; with 50% employer match about $203,379 at 4% or $135,586 at 6%; with 100% employer match about $152,534 at 4% or $101,690 at 6%.