Current Snapshot
Latest Year
2009
2009 Participants
1
2009 Assets
$439,570
2009 Contributions
$295,055
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 |
|---|---|---|---|---|---|
| 2009 | 2 | 0 | $0 | $0 | - |
| Francis Financial Profit Sharing Plan | - | 0 | - | - | - |
| Francis Financial Pension Plan | - | 0 | - | - | - |
| 2008 | 1 | 1 | $439,570 | $0 | - |
| Francis Financial Pension Plan | - | 1 | $439,570 | - | - |
| 2007 | 1 | 1 | $0 | $0 | - |
| Francis Financial Pension Plan | - | 1 | - | - | - |
| 2006 | 2 | 1 | $1,508,567 | $295,055 | $295,055iApproximate average salary by contribution assumption: employee only about $7,376,375 at 4% or $4,917,583 at 6%; with 50% employer match about $4,917,583 at 4% or $3,278,389 at 6%; with 100% employer match about $3,688,188 at 4% or $2,458,792 at 6%. |
| Francis Financial Pension Plan | - | 1 | $780,545 | $175,055 | $175,055iApproximate average salary by contribution assumption: employee only about $4,376,375 at 4% or $2,917,583 at 6%; with 50% employer match about $2,917,583 at 4% or $1,945,056 at 6%; with 100% employer match about $2,188,188 at 4% or $1,458,792 at 6%. |
| Francis Financial Pension Plan | - | 1 | $728,022 | $120,000 | $120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%. |
| 2005 | 2 | 1 | $1,101,558 | $286,635 | $286,635iApproximate average salary by contribution assumption: employee only about $7,165,875 at 4% or $4,777,250 at 6%; with 50% employer match about $4,777,250 at 4% or $3,184,833 at 6%; with 100% employer match about $3,582,938 at 4% or $2,388,625 at 6%. |
| Francis Financial Pension Plan | - | 1 | $605,490 | $175,055 | $175,055iApproximate average salary by contribution assumption: employee only about $4,376,375 at 4% or $2,917,583 at 6%; with 50% employer match about $2,917,583 at 4% or $1,945,056 at 6%; with 100% employer match about $2,188,188 at 4% or $1,458,792 at 6%. |
| Francis Financial Pension Plan | - | 1 | $496,068 | $111,580 | $111,580iApproximate average salary by contribution assumption: employee only about $2,789,500 at 4% or $1,859,667 at 6%; with 50% employer match about $1,859,667 at 4% or $1,239,778 at 6%; with 100% employer match about $1,394,750 at 4% or $929,833 at 6%. |
| 2004 | 2 | 1 | $1,169,152 | $421,893 | $421,893iApproximate average salary by contribution assumption: employee only about $10,547,325 at 4% or $7,031,550 at 6%; with 50% employer match about $7,031,550 at 4% or $4,687,700 at 6%; with 100% employer match about $5,273,663 at 4% or $3,515,775 at 6%. |
| Francis Financial Pension Plan | - | 1 | $638,552 | $226,405 | $226,405iApproximate average salary by contribution assumption: employee only about $5,660,125 at 4% or $3,773,417 at 6%; with 50% employer match about $3,773,417 at 4% or $2,515,611 at 6%; with 100% employer match about $2,830,063 at 4% or $1,886,708 at 6%. |
| Francis Financial Pension Plan | - | 1 | $530,600 | $195,488 | $195,488iApproximate average salary by contribution assumption: employee only about $4,887,200 at 4% or $3,258,133 at 6%; with 50% employer match about $3,258,133 at 4% or $2,172,089 at 6%; with 100% employer match about $2,443,600 at 4% or $1,629,067 at 6%. |