Civic Intelligence

Fp Investments Inc

Plan context: Fp Investments Inc 401 K Profit Sharing Plan Trust

EIN 26-3357535 • San Francisco, CA • 6 filings • 2 plans

1819 Polk St# 350San Francisco, CA 94109
Current Snapshot

Latest Year

2020

2020 Participants

8

2020 Assets

$281,171

2020 Contributions

$39,703

Historical Graphs

Total Assets Over Time

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

$281,171$140,586$0201520182020YearValue
$281,171Latest year 2020

Participants Over Time

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

1160201520182020YearValue
8Latest year 2020

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
202018$281,171$39,703$4,963iApproximate average salary by contribution assumption: employee only about $124,072 at 4% or $82,715 at 6%; with 50% employer match about $82,715 at 4% or $55,143 at 6%; with 100% employer match about $62,036 at 4% or $41,357 at 6%.
Fp Investments Inc 401 K Profit Sharing Plan Trust-8$281,171$39,703$4,963iApproximate average salary by contribution assumption: employee only about $124,072 at 4% or $82,715 at 6%; with 50% employer match about $82,715 at 4% or $55,143 at 6%; with 100% employer match about $62,036 at 4% or $41,357 at 6%.
201918$210,069$44,569$5,571iApproximate average salary by contribution assumption: employee only about $139,278 at 4% or $92,852 at 6%; with 50% employer match about $92,852 at 4% or $61,901 at 6%; with 100% employer match about $69,639 at 4% or $46,426 at 6%.
Fp Investments Inc 401 K Profit Sharing Plan Trust-8$210,069$44,569$5,571iApproximate average salary by contribution assumption: employee only about $139,278 at 4% or $92,852 at 6%; with 50% employer match about $92,852 at 4% or $61,901 at 6%; with 100% employer match about $69,639 at 4% or $46,426 at 6%.
201818$139,109$50,580$6,323iApproximate average salary by contribution assumption: employee only about $158,063 at 4% or $105,375 at 6%; with 50% employer match about $105,375 at 4% or $70,250 at 6%; with 100% employer match about $79,031 at 4% or $52,688 at 6%.
Fp Investments Inc 401 K Profit Sharing Plan Trust-8$139,109$50,580$6,323iApproximate average salary by contribution assumption: employee only about $158,063 at 4% or $105,375 at 6%; with 50% employer match about $105,375 at 4% or $70,250 at 6%; with 100% employer match about $79,031 at 4% or $52,688 at 6%.
2017111$142,634$83,425$7,584iApproximate average salary by contribution assumption: employee only about $189,602 at 4% or $126,402 at 6%; with 50% employer match about $126,402 at 4% or $84,268 at 6%; with 100% employer match about $94,801 at 4% or $63,201 at 6%.
Fp Investments Inc 401 K Profit Sharing Plan Trust-11$142,634$83,425$7,584iApproximate average salary by contribution assumption: employee only about $189,602 at 4% or $126,402 at 6%; with 50% employer match about $126,402 at 4% or $84,268 at 6%; with 100% employer match about $94,801 at 4% or $63,201 at 6%.
201616$56,673$43,588$7,265iApproximate average salary by contribution assumption: employee only about $181,617 at 4% or $121,078 at 6%; with 50% employer match about $121,078 at 4% or $80,719 at 6%; with 100% employer match about $90,808 at 4% or $60,539 at 6%.
Fp Investments Inc 401 K Profit Sharing Plan Trust-6$56,673$43,588$7,265iApproximate average salary by contribution assumption: employee only about $181,617 at 4% or $121,078 at 6%; with 50% employer match about $121,078 at 4% or $80,719 at 6%; with 100% employer match about $90,808 at 4% or $60,539 at 6%.
201516$12,996$12,973$2,162iApproximate average salary by contribution assumption: employee only about $54,054 at 4% or $36,036 at 6%; with 50% employer match about $36,036 at 4% or $24,024 at 6%; with 100% employer match about $27,027 at 4% or $18,018 at 6%.
Fp Investments Inc 401 K Profit Sharing Plan Trust-6$12,996$12,973$2,162iApproximate average salary by contribution assumption: employee only about $54,054 at 4% or $36,036 at 6%; with 50% employer match about $36,036 at 4% or $24,024 at 6%; with 100% employer match about $27,027 at 4% or $18,018 at 6%.