Foundation Partners Group LLC
Plan context: Foundation Partners Group LLC Retirement Savings Plan
EIN 27-2399927 • 25 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
1,417
2024 Assets
$31,598,119
2024 Contributions
$5,181,092
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 1,417 | $31,598,119 | $5,181,092 | $3,656iApproximate average salary by contribution assumption: employee only about $91,410 at 4% or $60,940 at 6%; with 50% employer match about $60,940 at 4% or $40,626 at 6%; with 100% employer match about $45,705 at 4% or $30,470 at 6%. |
| Foundation Partners Group LLC Retirement Savings Plan | - | 1,417 | $31,598,119 | $5,181,092 | $3,656iApproximate average salary by contribution assumption: employee only about $91,410 at 4% or $60,940 at 6%; with 50% employer match about $60,940 at 4% or $40,626 at 6%; with 100% employer match about $45,705 at 4% or $30,470 at 6%. |
| Foundation Partners Group Health Plan | - | 1,146 | - | - | - |
| 2023 | 2 | 1,274 | $27,314,825 | $6,827,647 | $5,359iApproximate average salary by contribution assumption: employee only about $133,981 at 4% or $89,320 at 6%; with 50% employer match about $89,320 at 4% or $59,547 at 6%; with 100% employer match about $66,990 at 4% or $44,660 at 6%. |
| Foundation Partners Group LLC Retirement Savings Plan | - | 1,246 | $27,314,825 | $6,827,647 | $5,480iApproximate average salary by contribution assumption: employee only about $136,991 at 4% or $91,328 at 6%; with 50% employer match about $91,328 at 4% or $60,885 at 6%; with 100% employer match about $68,496 at 4% or $45,664 at 6%. |
| Foundation Partners Group Health Plan | - | 1,274 | - | - | - |
| 2022 | 2 | 1,251 | $20,396,001 | $6,249,143 | $4,995iApproximate average salary by contribution assumption: employee only about $124,883 at 4% or $83,255 at 6%; with 50% employer match about $83,255 at 4% or $55,504 at 6%; with 100% employer match about $62,441 at 4% or $41,628 at 6%. |
| Foundation Partners Group LLC Retirement Savings Plan | - | 1,251 | $20,396,001 | $6,249,143 | $4,995iApproximate average salary by contribution assumption: employee only about $124,883 at 4% or $83,255 at 6%; with 50% employer match about $83,255 at 4% or $55,504 at 6%; with 100% employer match about $62,441 at 4% or $41,628 at 6%. |
| Foundation Partners Group Health Plan | - | 1,176 | - | - | - |
| 2021 | 2 | 1,045 | $20,013,907 | $4,961,374 | $4,748iApproximate average salary by contribution assumption: employee only about $118,693 at 4% or $79,129 at 6%; with 50% employer match about $79,129 at 4% or $52,753 at 6%; with 100% employer match about $59,347 at 4% or $39,564 at 6%. |
| Foundation Partners Group LLC Retirement Savings Plan | - | 1,045 | $20,013,907 | $4,961,374 | $4,748iApproximate average salary by contribution assumption: employee only about $118,693 at 4% or $79,129 at 6%; with 50% employer match about $79,129 at 4% or $52,753 at 6%; with 100% employer match about $59,347 at 4% or $39,564 at 6%. |
| Foundation Partners Group Health Plan | - | 884 | - | - | - |
| 2020 | 2 | 987 | $14,698,650 | $3,958,710 | $4,011iApproximate average salary by contribution assumption: employee only about $100,271 at 4% or $66,848 at 6%; with 50% employer match about $66,848 at 4% or $44,565 at 6%; with 100% employer match about $50,136 at 4% or $33,424 at 6%. |
| Foundation Partners Group LLC Retirement Savings Plan | - | 987 | $14,698,650 | $3,958,710 | $4,011iApproximate average salary by contribution assumption: employee only about $100,271 at 4% or $66,848 at 6%; with 50% employer match about $66,848 at 4% or $44,565 at 6%; with 100% employer match about $50,136 at 4% or $33,424 at 6%. |
| Foundation Partners Group Health Plan | - | 724 | - | - | - |
| 2019 | 2 | 919 | $12,401,801 | $3,094,262 | $3,367iApproximate average salary by contribution assumption: employee only about $84,175 at 4% or $56,116 at 6%; with 50% employer match about $56,116 at 4% or $37,411 at 6%; with 100% employer match about $42,087 at 4% or $28,058 at 6%. |
| Foundation Partners Group LLC Retirement Savings Plan | - | 919 | $12,401,801 | $3,094,262 | $3,367iApproximate average salary by contribution assumption: employee only about $84,175 at 4% or $56,116 at 6%; with 50% employer match about $56,116 at 4% or $37,411 at 6%; with 100% employer match about $42,087 at 4% or $28,058 at 6%. |
| Foundation Partners Group Health Plan | - | 570 | - | - | - |
| 2018 | 2 | 632 | $8,370,007 | $2,247,616 | $3,556iApproximate average salary by contribution assumption: employee only about $88,909 at 4% or $59,273 at 6%; with 50% employer match about $59,273 at 4% or $39,515 at 6%; with 100% employer match about $44,454 at 4% or $29,636 at 6%. |
| Foundation Partners Group LLC Retirement Savings Plan | - | 632 | $8,370,007 | $2,247,616 | $3,556iApproximate average salary by contribution assumption: employee only about $88,909 at 4% or $59,273 at 6%; with 50% employer match about $59,273 at 4% or $39,515 at 6%; with 100% employer match about $44,454 at 4% or $29,636 at 6%. |
| Foundation Partners Group Health Plan | - | 409 | - | - | - |
| 2017 | 2 | 620 | $7,580,683 | $1,944,165 | $3,136iApproximate average salary by contribution assumption: employee only about $78,394 at 4% or $52,263 at 6%; with 50% employer match about $52,263 at 4% or $34,842 at 6%; with 100% employer match about $39,197 at 4% or $26,131 at 6%. |
| Foundation Partners Group LLC Retirement Savings Plan | - | 620 | $7,580,683 | $1,944,165 | $3,136iApproximate average salary by contribution assumption: employee only about $78,394 at 4% or $52,263 at 6%; with 50% employer match about $52,263 at 4% or $34,842 at 6%; with 100% employer match about $39,197 at 4% or $26,131 at 6%. |
| Foundation Partners Group Health Plan | - | 394 | - | - | - |
| 2016 | 2 | 321 | $5,714,006 | $1,088,369 | $3,391iApproximate average salary by contribution assumption: employee only about $84,764 at 4% or $56,509 at 6%; with 50% employer match about $56,509 at 4% or $37,673 at 6%; with 100% employer match about $42,382 at 4% or $28,255 at 6%. |
| Foundation Partners Group LLC Retirement Savings Plan | - | 321 | $5,714,006 | $1,088,369 | $3,391iApproximate average salary by contribution assumption: employee only about $84,764 at 4% or $56,509 at 6%; with 50% employer match about $56,509 at 4% or $37,673 at 6%; with 100% employer match about $42,382 at 4% or $28,255 at 6%. |
| Foundation Partners Group Health Plan | - | 270 | - | - | - |
| 2015 | 2 | 252 | $4,982,854 | $229,286 | $910iApproximate average salary by contribution assumption: employee only about $22,747 at 4% or $15,164 at 6%; with 50% employer match about $15,164 at 4% or $10,110 at 6%; with 100% employer match about $11,373 at 4% or $7,582 at 6%. |
| Foundation Partners Group LLC Retirement Savings Plan | - | 252 | $4,982,854 | $229,286 | $910iApproximate average salary by contribution assumption: employee only about $22,747 at 4% or $15,164 at 6%; with 50% employer match about $15,164 at 4% or $10,110 at 6%; with 100% employer match about $11,373 at 4% or $7,582 at 6%. |
| Foundation Partners Group Health Plan | - | 213 | - | - | - |
| 2014 | 1 | 207 | $0 | $0 | - |
| Foundation Partners Group Health Plan | - | 207 | - | - | - |
| 2013 | 2 | 155 | $0 | $0 | - |
| Foundation Partners Group Health Plan | - | 155 | - | - | - |
| FOUNDATION PARTNERS GROUP LTD PLAN | - | 0 | - | - | - |
| 2012 | 2 | 157 | $0 | $0 | - |
| Foundation Partners Group Health Plan | - | 107 | - | - | - |
| FOUNDATION PARTNERS GROUP LTD PLAN | - | 157 | - | - | - |