Civic Intelligence

Financial Statement Services, Inc.

Plan context: FINANCIAL STATEMENT SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

EIN 33-0032400 • 64 filings • 14 plans

Current Snapshot

Latest Year

2024

2024 Participants

227

2024 Assets

$34,136,741

2024 Contributions

$5,101,813

Historical Graphs

Total Assets Over Time

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

$34,136,741$17,068,371$0200020122023YearValue
$34,136,741Latest year 2023

Participants Over Time

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

3511760200020122024YearValue
227Latest year 2024

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
20243227$0$0-
Financial Statement Services Inc. Retirement Savings Plan-216---
FINANCIAL STATEMENT SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST-227---
Financial Statement Services Welfare Benefits Plan-214---
20233218$34,136,741$5,101,813$23,403iApproximate average salary by contribution assumption: employee only about $585,070 at 4% or $390,047 at 6%; with 50% employer match about $390,047 at 4% or $260,031 at 6%; with 100% employer match about $292,535 at 4% or $195,023 at 6%.
FINANCIAL STATEMENT SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST-212$18,193,066$3,381,763$15,952iApproximate average salary by contribution assumption: employee only about $398,793 at 4% or $265,862 at 6%; with 50% employer match about $265,862 at 4% or $177,241 at 6%; with 100% employer match about $199,396 at 4% or $132,931 at 6%.
Financial Statement Services Inc. Retirement Savings Plan-211$15,943,675$1,720,050$8,152iApproximate average salary by contribution assumption: employee only about $203,797 at 4% or $135,865 at 6%; with 50% employer match about $135,865 at 4% or $90,577 at 6%; with 100% employer match about $101,899 at 4% or $67,932 at 6%.
Financial Statement Services Welfare Benefits Plan-218---
20223207$27,642,108$5,084,161$24,561iApproximate average salary by contribution assumption: employee only about $614,029 at 4% or $409,353 at 6%; with 50% employer match about $409,353 at 4% or $272,902 at 6%; with 100% employer match about $307,015 at 4% or $204,676 at 6%.
FINANCIAL STATEMENT SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST-206$15,069,457$3,525,577$17,114iApproximate average salary by contribution assumption: employee only about $427,861 at 4% or $285,241 at 6%; with 50% employer match about $285,241 at 4% or $190,161 at 6%; with 100% employer match about $213,931 at 4% or $142,620 at 6%.
Financial Statement Services Inc. Retirement Savings Plan-204$12,572,651$1,558,584$7,640iApproximate average salary by contribution assumption: employee only about $191,003 at 4% or $127,335 at 6%; with 50% employer match about $127,335 at 4% or $84,890 at 6%; with 100% employer match about $95,501 at 4% or $63,668 at 6%.
Financial Statement Services Welfare Benefits Plan-207---
20213206$27,296,579$4,680,981$22,723iApproximate average salary by contribution assumption: employee only about $568,080 at 4% or $378,720 at 6%; with 50% employer match about $378,720 at 4% or $252,480 at 6%; with 100% employer match about $284,040 at 4% or $189,360 at 6%.
Financial Statement Services Inc. Retirement Savings Plan-205$14,076,729$1,880,981$9,176iApproximate average salary by contribution assumption: employee only about $229,388 at 4% or $152,925 at 6%; with 50% employer match about $152,925 at 4% or $101,950 at 6%; with 100% employer match about $114,694 at 4% or $76,463 at 6%.
FINANCIAL STATEMENT SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST-206$13,219,850$2,800,000$13,592iApproximate average salary by contribution assumption: employee only about $339,806 at 4% or $226,537 at 6%; with 50% employer match about $226,537 at 4% or $151,025 at 6%; with 100% employer match about $169,903 at 4% or $113,269 at 6%.
Financial Statement Services Welfare Benefits Plan-194---
20203198$11,582,587$1,691,085$8,541iApproximate average salary by contribution assumption: employee only about $213,521 at 4% or $142,347 at 6%; with 50% employer match about $142,347 at 4% or $94,898 at 6%; with 100% employer match about $106,760 at 4% or $71,174 at 6%.
Financial Statement Services Inc. Retirement Savings Plan-195$10,962,587$1,071,085$5,493iApproximate average salary by contribution assumption: employee only about $137,319 at 4% or $91,546 at 6%; with 50% employer match about $91,546 at 4% or $61,030 at 6%; with 100% employer match about $68,659 at 4% or $45,773 at 6%.
TORREY PINES LANSCAPE CO,INC.EMPLOYEE STOCK OWNERSHIP PLAN-80$620,000$620,000$7,750iApproximate average salary by contribution assumption: employee only about $193,750 at 4% or $129,167 at 6%; with 50% employer match about $129,167 at 4% or $86,111 at 6%; with 100% employer match about $96,875 at 4% or $64,583 at 6%.
Financial Statement Services Welfare Benefits Plan-198---
20192198$9,098,619$1,350,882$6,823iApproximate average salary by contribution assumption: employee only about $170,566 at 4% or $113,711 at 6%; with 50% employer match about $113,711 at 4% or $75,807 at 6%; with 100% employer match about $85,283 at 4% or $56,855 at 6%.
Financial Statement Services Inc. Retirement Savings Plan-190$9,098,619$1,350,882$7,110iApproximate average salary by contribution assumption: employee only about $177,748 at 4% or $118,498 at 6%; with 50% employer match about $118,498 at 4% or $78,999 at 6%; with 100% employer match about $88,874 at 4% or $59,249 at 6%.
Financial Statement Services Welfare Benefits Plan-198---
20182177$6,628,930$698,718$3,948iApproximate average salary by contribution assumption: employee only about $98,689 at 4% or $65,793 at 6%; with 50% employer match about $65,793 at 4% or $43,862 at 6%; with 100% employer match about $49,344 at 4% or $32,896 at 6%.
Financial Statement Services Inc. Retirement Savings Plan-176$6,628,930$698,718$3,970iApproximate average salary by contribution assumption: employee only about $99,250 at 4% or $66,166 at 6%; with 50% employer match about $66,166 at 4% or $44,111 at 6%; with 100% employer match about $49,625 at 4% or $33,083 at 6%.
Financial Statement Services Welfare Benefits Plan-177---
20172195$6,506,201$741,558$3,803iApproximate average salary by contribution assumption: employee only about $95,072 at 4% or $63,381 at 6%; with 50% employer match about $63,381 at 4% or $42,254 at 6%; with 100% employer match about $47,536 at 4% or $31,691 at 6%.
Financial Statement Services Inc. Retirement Savings Plan-175$6,506,201$741,558$4,237iApproximate average salary by contribution assumption: employee only about $105,937 at 4% or $70,625 at 6%; with 50% employer match about $70,625 at 4% or $47,083 at 6%; with 100% employer match about $52,968 at 4% or $35,312 at 6%.
Financial Statement Services Welfare Benefits Plan-195---
20162167$5,186,764$849,030$5,084iApproximate average salary by contribution assumption: employee only about $127,100 at 4% or $84,734 at 6%; with 50% employer match about $84,734 at 4% or $56,489 at 6%; with 100% employer match about $63,550 at 4% or $42,367 at 6%.
Financial Statement Services Inc. Retirement Savings Plan-163$5,186,764$849,030$5,209iApproximate average salary by contribution assumption: employee only about $130,219 at 4% or $86,813 at 6%; with 50% employer match about $86,813 at 4% or $57,875 at 6%; with 100% employer match about $65,110 at 4% or $43,406 at 6%.
Financial Statement Services Welfare Benefits Plan-167---
20152149$4,542,139$363,036$2,436iApproximate average salary by contribution assumption: employee only about $60,912 at 4% or $40,608 at 6%; with 50% employer match about $40,608 at 4% or $27,072 at 6%; with 100% employer match about $30,456 at 4% or $20,304 at 6%.
Financial Statement Services Inc. Retirement Savings Plan-146$4,542,139$363,036$2,487iApproximate average salary by contribution assumption: employee only about $62,164 at 4% or $41,442 at 6%; with 50% employer match about $41,442 at 4% or $27,628 at 6%; with 100% employer match about $31,082 at 4% or $20,721 at 6%.
Financial Statement Services Welfare Benefits Plan-149---
20142151$4,387,756$356,805$2,363iApproximate average salary by contribution assumption: employee only about $59,074 at 4% or $39,382 at 6%; with 50% employer match about $39,382 at 4% or $26,255 at 6%; with 100% employer match about $29,537 at 4% or $19,691 at 6%.
Financial Statement Services Inc. Retirement Savings Plan-132$4,387,756$356,805$2,703iApproximate average salary by contribution assumption: employee only about $67,577 at 4% or $45,051 at 6%; with 50% employer match about $45,051 at 4% or $30,034 at 6%; with 100% employer match about $33,788 at 4% or $22,526 at 6%.
Financial Statement Services Welfare Benefits Plan-151---
20132154$3,964,458$264,350$1,717iApproximate average salary by contribution assumption: employee only about $42,914 at 4% or $28,609 at 6%; with 50% employer match about $28,609 at 4% or $19,073 at 6%; with 100% employer match about $21,457 at 4% or $14,305 at 6%.
Financial Statement Services Inc. Retirement Savings Plan-139$3,964,458$264,350$1,902iApproximate average salary by contribution assumption: employee only about $47,545 at 4% or $31,697 at 6%; with 50% employer match about $31,697 at 4% or $21,131 at 6%; with 100% employer match about $23,772 at 4% or $15,848 at 6%.
Financial Statement Services Welfare Benefits Plan-154---
20122150$3,813,761$269,064$1,794iApproximate average salary by contribution assumption: employee only about $44,844 at 4% or $29,896 at 6%; with 50% employer match about $29,896 at 4% or $19,931 at 6%; with 100% employer match about $22,422 at 4% or $14,948 at 6%.
Financial Statement Services Inc. Retirement Savings Plan-150$3,813,761$269,064$1,794iApproximate average salary by contribution assumption: employee only about $44,844 at 4% or $29,896 at 6%; with 50% employer match about $29,896 at 4% or $19,931 at 6%; with 100% employer match about $22,422 at 4% or $14,948 at 6%.
Financial Statement Services Welfare Benefits Plan-134---
20112154$3,525,899$238,623$1,550iApproximate average salary by contribution assumption: employee only about $38,738 at 4% or $25,825 at 6%; with 50% employer match about $25,825 at 4% or $17,217 at 6%; with 100% employer match about $19,369 at 4% or $12,913 at 6%.
Financial Statement Services Inc. Retirement Savings Plan-154$3,525,899$238,623$1,550iApproximate average salary by contribution assumption: employee only about $38,738 at 4% or $25,825 at 6%; with 50% employer match about $25,825 at 4% or $17,217 at 6%; with 100% employer match about $19,369 at 4% or $12,913 at 6%.
Financial Statement Services Welfare Benefits Plan-113---
20102158$3,500,851$267,725$1,694iApproximate average salary by contribution assumption: employee only about $42,362 at 4% or $28,241 at 6%; with 50% employer match about $28,241 at 4% or $18,827 at 6%; with 100% employer match about $21,181 at 4% or $14,121 at 6%.
Financial Statement Services Inc. Retirement Savings Plan-158$3,500,851$267,725$1,694iApproximate average salary by contribution assumption: employee only about $42,362 at 4% or $28,241 at 6%; with 50% employer match about $28,241 at 4% or $18,827 at 6%; with 100% employer match about $21,181 at 4% or $14,121 at 6%.
Financial Statement Services Welfare Benefits Plan-139---
20092144$3,111,083$244,330$1,697iApproximate average salary by contribution assumption: employee only about $42,418 at 4% or $28,279 at 6%; with 50% employer match about $28,279 at 4% or $18,853 at 6%; with 100% employer match about $21,209 at 4% or $14,139 at 6%.
Financial Statement Services Inc. Retirement Savings Plan-144$3,111,083$244,330$1,697iApproximate average salary by contribution assumption: employee only about $42,418 at 4% or $28,279 at 6%; with 50% employer match about $28,279 at 4% or $18,853 at 6%; with 100% employer match about $21,209 at 4% or $14,139 at 6%.
Financial Statement Services Welfare Benefits Plan-137---
20082152$2,580,242$331,996$2,184iApproximate average salary by contribution assumption: employee only about $54,605 at 4% or $36,403 at 6%; with 50% employer match about $36,403 at 4% or $24,269 at 6%; with 100% employer match about $27,302 at 4% or $18,202 at 6%.
Financial Statement Services Inc. Retirement Savings Plan-152$2,580,242$331,996$2,184iApproximate average salary by contribution assumption: employee only about $54,605 at 4% or $36,403 at 6%; with 50% employer match about $36,403 at 4% or $24,269 at 6%; with 100% employer match about $27,302 at 4% or $18,202 at 6%.
Financial Statement Services Welfare Benefits Plan-139---
20072166$3,483,866$315,750$1,902iApproximate average salary by contribution assumption: employee only about $47,553 at 4% or $31,702 at 6%; with 50% employer match about $31,702 at 4% or $21,135 at 6%; with 100% employer match about $23,776 at 4% or $15,851 at 6%.
Financial Statement Services Inc. Retirement Savings Plan-131$3,483,866$315,750$2,410iApproximate average salary by contribution assumption: employee only about $60,258 at 4% or $40,172 at 6%; with 50% employer match about $40,172 at 4% or $26,781 at 6%; with 100% employer match about $30,129 at 4% or $20,086 at 6%.
Financial Statement Services Welfare Benefits Plan-166---
20062148$3,023,154$273,782$1,850iApproximate average salary by contribution assumption: employee only about $46,247 at 4% or $30,831 at 6%; with 50% employer match about $30,831 at 4% or $20,554 at 6%; with 100% employer match about $23,123 at 4% or $15,416 at 6%.
Financial Statement Services Inc. Retirement Savings Plan-148$3,023,154$273,782$1,850iApproximate average salary by contribution assumption: employee only about $46,247 at 4% or $30,831 at 6%; with 50% employer match about $30,831 at 4% or $20,554 at 6%; with 100% employer match about $23,123 at 4% or $15,416 at 6%.
Financial Statement Services Welfare Benefits Plan-130---
20052159$2,640,980$258,605$1,626iApproximate average salary by contribution assumption: employee only about $40,661 at 4% or $27,107 at 6%; with 50% employer match about $27,107 at 4% or $18,072 at 6%; with 100% employer match about $20,331 at 4% or $13,554 at 6%.
Financial Statement Services Inc. Retirement Savings Plan-149$2,640,980$258,605$1,736iApproximate average salary by contribution assumption: employee only about $43,390 at 4% or $28,927 at 6%; with 50% employer match about $28,927 at 4% or $19,284 at 6%; with 100% employer match about $21,695 at 4% or $14,463 at 6%.
Financial Statement Services Welfare Benefits Plan-159---
20042155$2,396,514$221,193$1,427iApproximate average salary by contribution assumption: employee only about $35,676 at 4% or $23,784 at 6%; with 50% employer match about $23,784 at 4% or $15,856 at 6%; with 100% employer match about $17,838 at 4% or $11,892 at 6%.
Financial Statement Services Inc. Retirement Savings Plan-153$2,396,514$221,193$1,446iApproximate average salary by contribution assumption: employee only about $36,143 at 4% or $24,095 at 6%; with 50% employer match about $24,095 at 4% or $16,063 at 6%; with 100% employer match about $18,071 at 4% or $12,048 at 6%.
Financial Statement Services Welfare Benefits Plan-155---
20031168$2,058,981$297,459$1,771iApproximate average salary by contribution assumption: employee only about $44,265 at 4% or $29,510 at 6%; with 50% employer match about $29,510 at 4% or $19,673 at 6%; with 100% employer match about $22,132 at 4% or $14,755 at 6%.
Financial Statement Services Inc. Retirement Savings Plan-168$2,058,981$297,459$1,771iApproximate average salary by contribution assumption: employee only about $44,265 at 4% or $29,510 at 6%; with 50% employer match about $29,510 at 4% or $19,673 at 6%; with 100% employer match about $22,132 at 4% or $14,755 at 6%.
20025349$1,681,908$372,877$1,068iApproximate average salary by contribution assumption: employee only about $26,710 at 4% or $17,807 at 6%; with 50% employer match about $17,807 at 4% or $11,871 at 6%; with 100% employer match about $13,355 at 4% or $8,903 at 6%.
Financial Statement Services Inc. Retirement Savings Plan-247$1,681,908$372,877$1,510iApproximate average salary by contribution assumption: employee only about $37,741 at 4% or $25,160 at 6%; with 50% employer match about $25,160 at 4% or $16,774 at 6%; with 100% employer match about $18,870 at 4% or $12,580 at 6%.
Financial Statement Services Life and Ad&D-207---
Financial Statement Services Welfare Benefits Plan-349---
Financial Statement Services Dental Plan-167---
Financial Statement Services Vision Plan-190---
20015351$1,558,653$367,271$1,046iApproximate average salary by contribution assumption: employee only about $26,159 at 4% or $17,439 at 6%; with 50% employer match about $17,439 at 4% or $11,626 at 6%; with 100% employer match about $13,079 at 4% or $8,720 at 6%.
Financial Statement Services Inc. Retirement Savings Plan-192$1,558,653$367,271$1,913iApproximate average salary by contribution assumption: employee only about $47,822 at 4% or $31,881 at 6%; with 50% employer match about $31,881 at 4% or $21,254 at 6%; with 100% employer match about $23,911 at 4% or $15,941 at 6%.
Financial Statement Services Life and Ad&D-193---
Financial Statement Services Welfare Benefits Plan-351---
Financial Statement Services Vision Plan-173---
Financial Statement Services Dental Plan-0---
20006227$1,363,812$309,142$1,362iApproximate average salary by contribution assumption: employee only about $34,046 at 4% or $22,698 at 6%; with 50% employer match about $22,698 at 4% or $15,132 at 6%; with 100% employer match about $17,023 at 4% or $11,349 at 6%.
Financial Statement Services Inc. Retirement Savings Plan-144$1,363,812$309,142$2,147iApproximate average salary by contribution assumption: employee only about $53,670 at 4% or $35,780 at 6%; with 50% employer match about $35,780 at 4% or $23,854 at 6%; with 100% employer match about $26,835 at 4% or $17,890 at 6%.
Financial Statement Services Dental Plan-227---
Financial Statement Services Welfare Benefits Plan-180---
Financial Statement Services Vision Plan-155---
Financial Statement Services Vision Plan-141---
Financial Statement Services Welfare Benefits Plan-180---