Civic Intelligence

Funnelsource Inc.

Plan context: Funnelsource Inc. Defined Benefit Pension Plan

EIN 26-3529858 • Scottsdale, AZ • 18 filings • 3 plans

7150 East Camelback Rd., Suite 444Scottsdale, AZ 85251
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,532,145

2024 Contributions

$441,202

Historical Graphs

Total Assets Over Time

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

$2,153,593$1,076,797$0201620202023YearValue
$1,532,145Latest year 2023

Participants Over Time

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

320201620202023YearValue
2Latest year 2023

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
202420$0$0-
Funnelsource Inc. Defined Benefit Pension Plan-0$0$0-
Funnelsource Inc. Profit Sharing/401K Plan-0$0$0-
202322$1,532,145$441,202$220,601iApproximate average salary by contribution assumption: employee only about $5,515,025 at 4% or $3,676,683 at 6%; with 50% employer match about $3,676,683 at 4% or $2,451,122 at 6%; with 100% employer match about $2,757,513 at 4% or $1,838,342 at 6%.
Funnelsource Inc. Defined Benefit Pension Plan-2$1,048,901$340,421$170,211iApproximate average salary by contribution assumption: employee only about $4,255,263 at 4% or $2,836,842 at 6%; with 50% employer match about $2,836,842 at 4% or $1,891,228 at 6%; with 100% employer match about $2,127,631 at 4% or $1,418,421 at 6%.
Funnelsource Inc. Profit Sharing/401K Plan-2$483,244$100,781$50,391iApproximate average salary by contribution assumption: employee only about $1,259,763 at 4% or $839,842 at 6%; with 50% employer match about $839,842 at 4% or $559,894 at 6%; with 100% employer match about $629,881 at 4% or $419,921 at 6%.
202222$1,625,502$248,151$124,076iApproximate average salary by contribution assumption: employee only about $3,101,888 at 4% or $2,067,925 at 6%; with 50% employer match about $2,067,925 at 4% or $1,378,617 at 6%; with 100% employer match about $1,550,944 at 4% or $1,033,963 at 6%.
Funnelsource Inc. Defined Benefit Pension Plan-2$1,155,906$151,147$75,574iApproximate average salary by contribution assumption: employee only about $1,889,338 at 4% or $1,259,558 at 6%; with 50% employer match about $1,259,558 at 4% or $839,706 at 6%; with 100% employer match about $944,669 at 4% or $629,779 at 6%.
Funnelsource Inc. Profit Sharing/401K Plan-2$469,596$97,004$48,502iApproximate average salary by contribution assumption: employee only about $1,212,550 at 4% or $808,367 at 6%; with 50% employer match about $808,367 at 4% or $538,911 at 6%; with 100% employer match about $606,275 at 4% or $404,183 at 6%.
202132$2,153,593$512,004$256,002iApproximate average salary by contribution assumption: employee only about $6,400,050 at 4% or $4,266,700 at 6%; with 50% employer match about $4,266,700 at 4% or $2,844,467 at 6%; with 100% employer match about $3,200,025 at 4% or $2,133,350 at 6%.
Funnelsource Inc. Defined Benefit Pension Plan-2$1,122,177$300,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
Funnelsource Inc. Profit Sharing/401K Plan-2$522,460$118,004$59,002iApproximate average salary by contribution assumption: employee only about $1,475,050 at 4% or $983,367 at 6%; with 50% employer match about $983,367 at 4% or $655,578 at 6%; with 100% employer match about $737,525 at 4% or $491,683 at 6%.
Funnelsource Inc. Profit Sharing/401K Plan-2$508,956$94,000$47,000iApproximate average salary by contribution assumption: employee only about $1,175,000 at 4% or $783,333 at 6%; with 50% employer match about $783,333 at 4% or $522,222 at 6%; with 100% employer match about $587,500 at 4% or $391,667 at 6%.
202023$1,283,641$430,000$143,333iApproximate average salary by contribution assumption: employee only about $3,583,333 at 4% or $2,388,889 at 6%; with 50% employer match about $2,388,889 at 4% or $1,592,593 at 6%; with 100% employer match about $1,791,667 at 4% or $1,194,444 at 6%.
Funnelsource Inc. Defined Benefit Pension Plan-3$772,184$375,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
Funnelsource Inc. Profit Sharing/401K Plan-3$511,457$55,000$18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%.
201923$768,920$85,531$28,510iApproximate average salary by contribution assumption: employee only about $712,758 at 4% or $475,172 at 6%; with 50% employer match about $475,172 at 4% or $316,781 at 6%; with 100% employer match about $356,379 at 4% or $237,586 at 6%.
Funnelsource Inc. Profit Sharing/401K Plan-3$398,837$85,531$28,510iApproximate average salary by contribution assumption: employee only about $712,758 at 4% or $475,172 at 6%; with 50% employer match about $475,172 at 4% or $316,781 at 6%; with 100% employer match about $356,379 at 4% or $237,586 at 6%.
Funnelsource Inc. Defined Benefit Pension Plan-3$370,083$0-
201823$616,374$324,174$108,058iApproximate average salary by contribution assumption: employee only about $2,701,450 at 4% or $1,800,967 at 6%; with 50% employer match about $1,800,967 at 4% or $1,200,644 at 6%; with 100% employer match about $1,350,725 at 4% or $900,483 at 6%.
Funnelsource Inc. Defined Benefit Pension Plan-2$337,702$190,136$95,068iApproximate average salary by contribution assumption: employee only about $2,376,700 at 4% or $1,584,467 at 6%; with 50% employer match about $1,584,467 at 4% or $1,056,311 at 6%; with 100% employer match about $1,188,350 at 4% or $792,233 at 6%.
Funnelsource Inc. Profit Sharing/401K Plan-3$278,672$134,038$44,679iApproximate average salary by contribution assumption: employee only about $1,116,983 at 4% or $744,656 at 6%; with 50% employer match about $744,656 at 4% or $496,437 at 6%; with 100% employer match about $558,492 at 4% or $372,328 at 6%.
201723$314,290$254,985$84,995iApproximate average salary by contribution assumption: employee only about $2,124,875 at 4% or $1,416,583 at 6%; with 50% employer match about $1,416,583 at 4% or $944,389 at 6%; with 100% employer match about $1,062,438 at 4% or $708,292 at 6%.
Funnelsource Inc. Profit Sharing/401K Plan-3$158,290$98,985$32,995iApproximate average salary by contribution assumption: employee only about $824,875 at 4% or $549,917 at 6%; with 50% employer match about $549,917 at 4% or $366,611 at 6%; with 100% employer match about $412,438 at 4% or $274,958 at 6%.
Funnelsource Inc. Defined Benefit Pension Plan-2$156,000$156,000$78,000iApproximate average salary by contribution assumption: employee only about $1,950,000 at 4% or $1,300,000 at 6%; with 50% employer match about $1,300,000 at 4% or $866,667 at 6%; with 100% employer match about $975,000 at 4% or $650,000 at 6%.
201613$56,724$56,724$18,908iApproximate average salary by contribution assumption: employee only about $472,700 at 4% or $315,133 at 6%; with 50% employer match about $315,133 at 4% or $210,089 at 6%; with 100% employer match about $236,350 at 4% or $157,567 at 6%.
Funnelsource Inc. Profit Sharing/401K Plan-3$56,724$56,724$18,908iApproximate average salary by contribution assumption: employee only about $472,700 at 4% or $315,133 at 6%; with 50% employer match about $315,133 at 4% or $210,089 at 6%; with 100% employer match about $236,350 at 4% or $157,567 at 6%.