Formula Pr Inc.
Plan context: Formula 401(K) Retirement Savings Plan
EIN 33-0840365 • San Diego, CA • 11 filings • 2 plans
Current Snapshot
Latest Year
2015
2015 Participants
58
2015 Assets
$1,283,701
2015 Contributions
$298,534
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 0 | $0 | $0 | - |
| Formula 401(K) Retirement Savings Plan | - | 0 | $0 | $0 | - |
| 2014 | 1 | 58 | $1,283,701 | $298,534 | $5,147iApproximate average salary by contribution assumption: employee only about $128,678 at 4% or $85,786 at 6%; with 50% employer match about $85,786 at 4% or $57,190 at 6%; with 100% employer match about $64,339 at 4% or $42,893 at 6%. |
| Formula 401(K) Retirement Savings Plan | - | 58 | $1,283,701 | $298,534 | $5,147iApproximate average salary by contribution assumption: employee only about $128,678 at 4% or $85,786 at 6%; with 50% employer match about $85,786 at 4% or $57,190 at 6%; with 100% employer match about $64,339 at 4% or $42,893 at 6%. |
| 2013 | 1 | 50 | $1,215,820 | $224,300 | $4,486iApproximate average salary by contribution assumption: employee only about $112,150 at 4% or $74,767 at 6%; with 50% employer match about $74,767 at 4% or $49,844 at 6%; with 100% employer match about $56,075 at 4% or $37,383 at 6%. |
| Formula 401(K) Retirement Savings Plan | - | 50 | $1,215,820 | $224,300 | $4,486iApproximate average salary by contribution assumption: employee only about $112,150 at 4% or $74,767 at 6%; with 50% employer match about $74,767 at 4% or $49,844 at 6%; with 100% employer match about $56,075 at 4% or $37,383 at 6%. |
| 2012 | 1 | 47 | $892,126 | $214,654 | $4,567iApproximate average salary by contribution assumption: employee only about $114,178 at 4% or $76,118 at 6%; with 50% employer match about $76,118 at 4% or $50,746 at 6%; with 100% employer match about $57,089 at 4% or $38,059 at 6%. |
| Formula 401(K) Retirement Savings Plan | - | 47 | $892,126 | $214,654 | $4,567iApproximate average salary by contribution assumption: employee only about $114,178 at 4% or $76,118 at 6%; with 50% employer match about $76,118 at 4% or $50,746 at 6%; with 100% employer match about $57,089 at 4% or $38,059 at 6%. |
| 2011 | 1 | 43 | $648,693 | $202,326 | $4,705iApproximate average salary by contribution assumption: employee only about $117,631 at 4% or $78,421 at 6%; with 50% employer match about $78,421 at 4% or $52,281 at 6%; with 100% employer match about $58,816 at 4% or $39,210 at 6%. |
| Formula 401(K) Retirement Savings Plan | - | 43 | $648,693 | $202,326 | $4,705iApproximate average salary by contribution assumption: employee only about $117,631 at 4% or $78,421 at 6%; with 50% employer match about $78,421 at 4% or $52,281 at 6%; with 100% employer match about $58,816 at 4% or $39,210 at 6%. |
| 2010 | 1 | 29 | $530,663 | $126,626 | $4,366iApproximate average salary by contribution assumption: employee only about $109,160 at 4% or $72,774 at 6%; with 50% employer match about $72,774 at 4% or $48,516 at 6%; with 100% employer match about $54,580 at 4% or $36,387 at 6%. |
| Formula 401(K) Retirement Savings Plan | - | 29 | $530,663 | $126,626 | $4,366iApproximate average salary by contribution assumption: employee only about $109,160 at 4% or $72,774 at 6%; with 50% employer match about $72,774 at 4% or $48,516 at 6%; with 100% employer match about $54,580 at 4% or $36,387 at 6%. |
| 2009 | 1 | 30 | $389,430 | $90,239 | $3,008iApproximate average salary by contribution assumption: employee only about $75,199 at 4% or $50,133 at 6%; with 50% employer match about $50,133 at 4% or $33,422 at 6%; with 100% employer match about $37,600 at 4% or $25,066 at 6%. |
| Formula 401(K) Retirement Savings Plan | - | 30 | $389,430 | $90,239 | $3,008iApproximate average salary by contribution assumption: employee only about $75,199 at 4% or $50,133 at 6%; with 50% employer match about $50,133 at 4% or $33,422 at 6%; with 100% employer match about $37,600 at 4% or $25,066 at 6%. |
| 2008 | 1 | 26 | $256,971 | $123,175 | $4,738iApproximate average salary by contribution assumption: employee only about $118,438 at 4% or $78,958 at 6%; with 50% employer match about $78,958 at 4% or $52,639 at 6%; with 100% employer match about $59,219 at 4% or $39,479 at 6%. |
| Formula 401(K) Retirement Savings Plan | - | 26 | $256,971 | $123,175 | $4,738iApproximate average salary by contribution assumption: employee only about $118,438 at 4% or $78,958 at 6%; with 50% employer match about $78,958 at 4% or $52,639 at 6%; with 100% employer match about $59,219 at 4% or $39,479 at 6%. |
| 2007 | 1 | 24 | $275,770 | $152,301 | $6,346iApproximate average salary by contribution assumption: employee only about $158,647 at 4% or $105,765 at 6%; with 50% employer match about $105,765 at 4% or $70,510 at 6%; with 100% employer match about $79,323 at 4% or $52,882 at 6%. |
| Formula 401(K) Retirement Savings Plan | - | 24 | $275,770 | $152,301 | $6,346iApproximate average salary by contribution assumption: employee only about $158,647 at 4% or $105,765 at 6%; with 50% employer match about $105,765 at 4% or $70,510 at 6%; with 100% employer match about $79,323 at 4% or $52,882 at 6%. |
| 2006 | 1 | 15 | $135,306 | $82,799 | $5,520iApproximate average salary by contribution assumption: employee only about $137,998 at 4% or $91,999 at 6%; with 50% employer match about $91,999 at 4% or $61,333 at 6%; with 100% employer match about $68,999 at 4% or $45,999 at 6%. |
| Formula 401(K) Retirement Savings Plan | - | 15 | $135,306 | $82,799 | $5,520iApproximate average salary by contribution assumption: employee only about $137,998 at 4% or $91,999 at 6%; with 50% employer match about $91,999 at 4% or $61,333 at 6%; with 100% employer match about $68,999 at 4% or $45,999 at 6%. |
| 2005 | 1 | 17 | $52,939 | $52,080 | $3,064iApproximate average salary by contribution assumption: employee only about $76,588 at 4% or $51,059 at 6%; with 50% employer match about $51,059 at 4% or $34,039 at 6%; with 100% employer match about $38,294 at 4% or $25,529 at 6%. |
| Formula 401(K) Retirement Savings Plan | - | 17 | $52,939 | $52,080 | $3,064iApproximate average salary by contribution assumption: employee only about $76,588 at 4% or $51,059 at 6%; with 50% employer match about $51,059 at 4% or $34,039 at 6%; with 100% employer match about $38,294 at 4% or $25,529 at 6%. |