Civic Intelligence

Financial Resources Group Investment Services

Plan context: FINANCIAL RESOURCES GROUP, LLC PROFIT SHARING PLAN & TRUST

EIN 27-2498503 • Charlotte, NC • 13 filings • 4 plans

2901 Coltsgate RdSuite 103Charlotte, NC 28211
Current Snapshot

Latest Year

2017

2017 Participants

178

2017 Assets

$6,705,778

2017 Contributions

$1,339,748

Historical Graphs

Total Assets Over Time

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

$6,705,778$3,352,889$0201020122014YearValue
$6,705,778Latest year 2014

Participants Over Time

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

178890201020142017YearValue
178Latest year 2017

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
20171178$0$0-
Financial Resources Group Investment Services LLC Plan-178---
20161157$0$0-
Financial Resources Group Investment Services LLC Plan-157---
20151146$0$0-
Financial Resources Group Investment Services LLC Plan-146---
20142144$6,705,778$1,339,748$9,304iApproximate average salary by contribution assumption: employee only about $232,595 at 4% or $155,063 at 6%; with 50% employer match about $155,063 at 4% or $103,376 at 6%; with 100% employer match about $116,298 at 4% or $77,532 at 6%.
FINANCIAL RESOURCES GROUP, LLC PROFIT SHARING PLAN & TRUST-144$6,705,778$1,339,748$9,304iApproximate average salary by contribution assumption: employee only about $232,595 at 4% or $155,063 at 6%; with 50% employer match about $155,063 at 4% or $103,376 at 6%; with 100% employer match about $116,298 at 4% or $77,532 at 6%.
Financial Resources Group Investment Services LLC Plan-134---
20132143$5,897,384$1,391,613$9,732iApproximate average salary by contribution assumption: employee only about $243,289 at 4% or $162,193 at 6%; with 50% employer match about $162,193 at 4% or $108,128 at 6%; with 100% employer match about $121,644 at 4% or $81,096 at 6%.
FINANCIAL RESOURCES GROUP, LLC PROFIT SHARING PLAN & TRUST-143$5,897,384$1,391,613$9,732iApproximate average salary by contribution assumption: employee only about $243,289 at 4% or $162,193 at 6%; with 50% employer match about $162,193 at 4% or $108,128 at 6%; with 100% employer match about $121,644 at 4% or $81,096 at 6%.
Financial Resources Group Investment Services LLC Plan-138---
20122158$4,216,462$1,638,165$10,368iApproximate average salary by contribution assumption: employee only about $259,203 at 4% or $172,802 at 6%; with 50% employer match about $172,802 at 4% or $115,201 at 6%; with 100% employer match about $129,602 at 4% or $86,401 at 6%.
FINANCIAL RESOURCES GROUP, LLC PROFIT SHARING PLAN & TRUST-158$4,216,462$1,638,165$10,368iApproximate average salary by contribution assumption: employee only about $259,203 at 4% or $172,802 at 6%; with 50% employer match about $172,802 at 4% or $115,201 at 6%; with 100% employer match about $129,602 at 4% or $86,401 at 6%.
Financial Resources Group Investment Services LLC Plan-155---
20112166$2,477,426$1,495,225$9,007iApproximate average salary by contribution assumption: employee only about $225,184 at 4% or $150,123 at 6%; with 50% employer match about $150,123 at 4% or $100,082 at 6%; with 100% employer match about $112,592 at 4% or $75,061 at 6%.
FINANCIAL RESOURCES GROUP, LLC PROFIT SHARING PLAN & TRUST-166$2,477,426$1,495,225$9,007iApproximate average salary by contribution assumption: employee only about $225,184 at 4% or $150,123 at 6%; with 50% employer match about $150,123 at 4% or $100,082 at 6%; with 100% employer match about $112,592 at 4% or $75,061 at 6%.
Financial Resources Group Investment Services LLC Plan-150---
20102145$1,244,645$1,205,565$8,314iApproximate average salary by contribution assumption: employee only about $207,856 at 4% or $138,571 at 6%; with 50% employer match about $138,571 at 4% or $92,380 at 6%; with 100% employer match about $103,928 at 4% or $69,285 at 6%.
FINANCIAL RESOURCES GROUP 401(K) PROFIT SHARING PLAN & TRUST-125$1,244,645$1,205,565$9,645iApproximate average salary by contribution assumption: employee only about $241,113 at 4% or $160,742 at 6%; with 50% employer match about $160,742 at 4% or $107,161 at 6%; with 100% employer match about $120,557 at 4% or $80,371 at 6%.
Financial Resources Group Investment Services LLC Plan-145---