Civic Intelligence

Fehrman Investment Group Inc.

Plan context: Fehrman Investment Group 401(K) Plan

EIN 27-0572084 • Augusta, GA • 16 filings • 2 plans

2908 Professional ParkwayAugusta, GA 30907
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$2,849,803

2025 Contributions

$192,067

Historical Graphs

Total Assets Over Time

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

$2,849,803$1,424,902$0201020182025YearValue
$2,849,803Latest year 2025

Participants Over Time

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

630201020182025YearValue
6Latest year 2025

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
202516$2,849,803$192,067$32,011iApproximate average salary by contribution assumption: employee only about $800,279 at 4% or $533,519 at 6%; with 50% employer match about $533,519 at 4% or $355,680 at 6%; with 100% employer match about $400,140 at 4% or $266,760 at 6%.
Fehrman Investment Group 401(K) Plan-6$2,849,803$192,067$32,011iApproximate average salary by contribution assumption: employee only about $800,279 at 4% or $533,519 at 6%; with 50% employer match about $533,519 at 4% or $355,680 at 6%; with 100% employer match about $400,140 at 4% or $266,760 at 6%.
202415$2,343,778$174,072$34,814iApproximate average salary by contribution assumption: employee only about $870,360 at 4% or $580,240 at 6%; with 50% employer match about $580,240 at 4% or $386,827 at 6%; with 100% employer match about $435,180 at 4% or $290,120 at 6%.
Fehrman Investment Group 401(K) Plan-5$2,343,778$174,072$34,814iApproximate average salary by contribution assumption: employee only about $870,360 at 4% or $580,240 at 6%; with 50% employer match about $580,240 at 4% or $386,827 at 6%; with 100% employer match about $435,180 at 4% or $290,120 at 6%.
202316$1,871,052$165,360$27,560iApproximate average salary by contribution assumption: employee only about $689,000 at 4% or $459,333 at 6%; with 50% employer match about $459,333 at 4% or $306,222 at 6%; with 100% employer match about $344,500 at 4% or $229,667 at 6%.
Fehrman Investment Group 401(K) Plan-6$1,871,052$165,360$27,560iApproximate average salary by contribution assumption: employee only about $689,000 at 4% or $459,333 at 6%; with 50% employer match about $459,333 at 4% or $306,222 at 6%; with 100% employer match about $344,500 at 4% or $229,667 at 6%.
202216$1,858,854$153,686$25,614iApproximate average salary by contribution assumption: employee only about $640,358 at 4% or $426,906 at 6%; with 50% employer match about $426,906 at 4% or $284,604 at 6%; with 100% employer match about $320,179 at 4% or $213,453 at 6%.
Fehrman Investment Group 401(K) Plan-6$1,858,854$153,686$25,614iApproximate average salary by contribution assumption: employee only about $640,358 at 4% or $426,906 at 6%; with 50% employer match about $426,906 at 4% or $284,604 at 6%; with 100% employer match about $320,179 at 4% or $213,453 at 6%.
202115$2,203,262$168,967$33,793iApproximate average salary by contribution assumption: employee only about $844,835 at 4% or $563,223 at 6%; with 50% employer match about $563,223 at 4% or $375,482 at 6%; with 100% employer match about $422,418 at 4% or $281,612 at 6%.
Fehrman Investment Group 401(K) Plan-5$2,203,262$168,967$33,793iApproximate average salary by contribution assumption: employee only about $844,835 at 4% or $563,223 at 6%; with 50% employer match about $563,223 at 4% or $375,482 at 6%; with 100% employer match about $422,418 at 4% or $281,612 at 6%.
202015$1,726,772$136,682$27,336iApproximate average salary by contribution assumption: employee only about $683,410 at 4% or $455,607 at 6%; with 50% employer match about $455,607 at 4% or $303,738 at 6%; with 100% employer match about $341,705 at 4% or $227,803 at 6%.
Fehrman Investment Group 401(K) Plan-5$1,726,772$136,682$27,336iApproximate average salary by contribution assumption: employee only about $683,410 at 4% or $455,607 at 6%; with 50% employer match about $455,607 at 4% or $303,738 at 6%; with 100% employer match about $341,705 at 4% or $227,803 at 6%.
201916$1,442,124$132,939$22,157iApproximate average salary by contribution assumption: employee only about $553,913 at 4% or $369,275 at 6%; with 50% employer match about $369,275 at 4% or $246,183 at 6%; with 100% employer match about $276,956 at 4% or $184,638 at 6%.
Fehrman Investment Group 401(K) Plan-6$1,442,124$132,939$22,157iApproximate average salary by contribution assumption: employee only about $553,913 at 4% or $369,275 at 6%; with 50% employer match about $369,275 at 4% or $246,183 at 6%; with 100% employer match about $276,956 at 4% or $184,638 at 6%.
201815$1,027,205$132,322$26,464iApproximate average salary by contribution assumption: employee only about $661,610 at 4% or $441,073 at 6%; with 50% employer match about $441,073 at 4% or $294,049 at 6%; with 100% employer match about $330,805 at 4% or $220,537 at 6%.
Fehrman Investment Group 401(K) Plan-5$1,027,205$132,322$26,464iApproximate average salary by contribution assumption: employee only about $661,610 at 4% or $441,073 at 6%; with 50% employer match about $441,073 at 4% or $294,049 at 6%; with 100% employer match about $330,805 at 4% or $220,537 at 6%.
201715$953,354$119,048$23,810iApproximate average salary by contribution assumption: employee only about $595,240 at 4% or $396,827 at 6%; with 50% employer match about $396,827 at 4% or $264,551 at 6%; with 100% employer match about $297,620 at 4% or $198,413 at 6%.
Fehrman Investment Group 401(K) Plan-5$953,354$119,048$23,810iApproximate average salary by contribution assumption: employee only about $595,240 at 4% or $396,827 at 6%; with 50% employer match about $396,827 at 4% or $264,551 at 6%; with 100% employer match about $297,620 at 4% or $198,413 at 6%.
201615$700,394$113,683$22,737iApproximate average salary by contribution assumption: employee only about $568,415 at 4% or $378,943 at 6%; with 50% employer match about $378,943 at 4% or $252,629 at 6%; with 100% employer match about $284,208 at 4% or $189,472 at 6%.
Fehrman Investment Group 401(K) Plan-5$700,394$113,683$22,737iApproximate average salary by contribution assumption: employee only about $568,415 at 4% or $378,943 at 6%; with 50% employer match about $378,943 at 4% or $252,629 at 6%; with 100% employer match about $284,208 at 4% or $189,472 at 6%.
201515$528,589$105,940$21,188iApproximate average salary by contribution assumption: employee only about $529,700 at 4% or $353,133 at 6%; with 50% employer match about $353,133 at 4% or $235,422 at 6%; with 100% employer match about $264,850 at 4% or $176,567 at 6%.
Fehrman Investment Group 401(K) Plan-5$528,589$105,940$21,188iApproximate average salary by contribution assumption: employee only about $529,700 at 4% or $353,133 at 6%; with 50% employer match about $353,133 at 4% or $235,422 at 6%; with 100% employer match about $264,850 at 4% or $176,567 at 6%.
201415$429,657$67,663$13,533iApproximate average salary by contribution assumption: employee only about $338,315 at 4% or $225,543 at 6%; with 50% employer match about $225,543 at 4% or $150,362 at 6%; with 100% employer match about $169,158 at 4% or $112,772 at 6%.
Fehrman Investment Group 401(K) Plan-5$429,657$67,663$13,533iApproximate average salary by contribution assumption: employee only about $338,315 at 4% or $225,543 at 6%; with 50% employer match about $225,543 at 4% or $150,362 at 6%; with 100% employer match about $169,158 at 4% or $112,772 at 6%.
201315$337,962$67,103$13,421iApproximate average salary by contribution assumption: employee only about $335,515 at 4% or $223,677 at 6%; with 50% employer match about $223,677 at 4% or $149,118 at 6%; with 100% employer match about $167,758 at 4% or $111,838 at 6%.
Fehrman Investment Group 401(K) Plan-5$337,962$67,103$13,421iApproximate average salary by contribution assumption: employee only about $335,515 at 4% or $223,677 at 6%; with 50% employer match about $223,677 at 4% or $149,118 at 6%; with 100% employer match about $167,758 at 4% or $111,838 at 6%.
201215$215,741$70,909$14,182iApproximate average salary by contribution assumption: employee only about $354,545 at 4% or $236,363 at 6%; with 50% employer match about $236,363 at 4% or $157,576 at 6%; with 100% employer match about $177,273 at 4% or $118,182 at 6%.
Fehrman Investment Group 401(K) Plan-5$215,741$70,909$14,182iApproximate average salary by contribution assumption: employee only about $354,545 at 4% or $236,363 at 6%; with 50% employer match about $236,363 at 4% or $157,576 at 6%; with 100% employer match about $177,273 at 4% or $118,182 at 6%.
201115$121,879$48,465$9,693iApproximate average salary by contribution assumption: employee only about $242,325 at 4% or $161,550 at 6%; with 50% employer match about $161,550 at 4% or $107,700 at 6%; with 100% employer match about $121,163 at 4% or $80,775 at 6%.
Fehrman Investment Group 401(K) Plan-5$121,879$48,465$9,693iApproximate average salary by contribution assumption: employee only about $242,325 at 4% or $161,550 at 6%; with 50% employer match about $161,550 at 4% or $107,700 at 6%; with 100% employer match about $121,163 at 4% or $80,775 at 6%.
201015$79,853$73,595$14,719iApproximate average salary by contribution assumption: employee only about $367,975 at 4% or $245,317 at 6%; with 50% employer match about $245,317 at 4% or $163,544 at 6%; with 100% employer match about $183,988 at 4% or $122,658 at 6%.
Fehrman Investment Group 401(K) Plan-5$79,853$73,595$14,719iApproximate average salary by contribution assumption: employee only about $367,975 at 4% or $245,317 at 6%; with 50% employer match about $245,317 at 4% or $163,544 at 6%; with 100% employer match about $183,988 at 4% or $122,658 at 6%.