Financial Managers Society
Plan context: Financial Managers Society Employee Savings Plan
EIN 36-2602578 • Mclean, VA • 25 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$466,275
2024 Contributions
$22,902
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 | 1 | 8 | $466,275 | $22,902 | $2,863iApproximate average salary by contribution assumption: employee only about $71,569 at 4% or $47,713 at 6%; with 50% employer match about $47,713 at 4% or $31,808 at 6%; with 100% employer match about $35,784 at 4% or $23,856 at 6%. |
| Financial Managers Society Employee Savings Plan | - | 8 | $466,275 | $22,902 | $2,863iApproximate average salary by contribution assumption: employee only about $71,569 at 4% or $47,713 at 6%; with 50% employer match about $47,713 at 4% or $31,808 at 6%; with 100% employer match about $35,784 at 4% or $23,856 at 6%. |
| 2023 | 1 | 7 | $391,484 | $39,108 | $5,587iApproximate average salary by contribution assumption: employee only about $139,671 at 4% or $93,114 at 6%; with 50% employer match about $93,114 at 4% or $62,076 at 6%; with 100% employer match about $69,836 at 4% or $46,557 at 6%. |
| Financial Managers Society Employee Savings Plan | - | 7 | $391,484 | $39,108 | $5,587iApproximate average salary by contribution assumption: employee only about $139,671 at 4% or $93,114 at 6%; with 50% employer match about $93,114 at 4% or $62,076 at 6%; with 100% employer match about $69,836 at 4% or $46,557 at 6%. |
| 2022 | 1 | 7 | $298,514 | $28,586 | $4,084iApproximate average salary by contribution assumption: employee only about $102,093 at 4% or $68,062 at 6%; with 50% employer match about $68,062 at 4% or $45,375 at 6%; with 100% employer match about $51,046 at 4% or $34,031 at 6%. |
| Financial Managers Society Employee Savings Plan | - | 7 | $298,514 | $28,586 | $4,084iApproximate average salary by contribution assumption: employee only about $102,093 at 4% or $68,062 at 6%; with 50% employer match about $68,062 at 4% or $45,375 at 6%; with 100% employer match about $51,046 at 4% or $34,031 at 6%. |
| 2021 | 1 | 8 | $363,463 | $29,920 | $3,740iApproximate average salary by contribution assumption: employee only about $93,500 at 4% or $62,333 at 6%; with 50% employer match about $62,333 at 4% or $41,556 at 6%; with 100% employer match about $46,750 at 4% or $31,167 at 6%. |
| Financial Managers Society Employee Savings Plan | - | 8 | $363,463 | $29,920 | $3,740iApproximate average salary by contribution assumption: employee only about $93,500 at 4% or $62,333 at 6%; with 50% employer match about $62,333 at 4% or $41,556 at 6%; with 100% employer match about $46,750 at 4% or $31,167 at 6%. |
| 2020 | 1 | 7 | $289,211 | $43,343 | $6,192iApproximate average salary by contribution assumption: employee only about $154,796 at 4% or $103,198 at 6%; with 50% employer match about $103,198 at 4% or $68,798 at 6%; with 100% employer match about $77,398 at 4% or $51,599 at 6%. |
| Financial Managers Society Employee Savings Plan | - | 7 | $289,211 | $43,343 | $6,192iApproximate average salary by contribution assumption: employee only about $154,796 at 4% or $103,198 at 6%; with 50% employer match about $103,198 at 4% or $68,798 at 6%; with 100% employer match about $77,398 at 4% or $51,599 at 6%. |
| 2018 | 1 | 14 | $1,848,114 | $58,733 | $4,195iApproximate average salary by contribution assumption: employee only about $104,880 at 4% or $69,920 at 6%; with 50% employer match about $69,920 at 4% or $46,613 at 6%; with 100% employer match about $52,440 at 4% or $34,960 at 6%. |
| Financial Managers Society Employee Savings Plan | - | 14 | $1,848,114 | $58,733 | $4,195iApproximate average salary by contribution assumption: employee only about $104,880 at 4% or $69,920 at 6%; with 50% employer match about $69,920 at 4% or $46,613 at 6%; with 100% employer match about $52,440 at 4% or $34,960 at 6%. |
| 2017 | 1 | 15 | $1,989,272 | $73,281 | $4,885iApproximate average salary by contribution assumption: employee only about $122,135 at 4% or $81,423 at 6%; with 50% employer match about $81,423 at 4% or $54,282 at 6%; with 100% employer match about $61,067 at 4% or $40,712 at 6%. |
| Financial Managers Society Employee Savings Plan | - | 15 | $1,989,272 | $73,281 | $4,885iApproximate average salary by contribution assumption: employee only about $122,135 at 4% or $81,423 at 6%; with 50% employer match about $81,423 at 4% or $54,282 at 6%; with 100% employer match about $61,067 at 4% or $40,712 at 6%. |
| 2016 | 1 | 12 | $1,953,985 | $79,885 | $6,657iApproximate average salary by contribution assumption: employee only about $166,427 at 4% or $110,951 at 6%; with 50% employer match about $110,951 at 4% or $73,968 at 6%; with 100% employer match about $83,214 at 4% or $55,476 at 6%. |
| Financial Managers Society Employee Savings Plan | - | 12 | $1,953,985 | $79,885 | $6,657iApproximate average salary by contribution assumption: employee only about $166,427 at 4% or $110,951 at 6%; with 50% employer match about $110,951 at 4% or $73,968 at 6%; with 100% employer match about $83,214 at 4% or $55,476 at 6%. |
| 2015 | 1 | 12 | $1,793,147 | $77,480 | $6,457iApproximate average salary by contribution assumption: employee only about $161,417 at 4% or $107,611 at 6%; with 50% employer match about $107,611 at 4% or $71,741 at 6%; with 100% employer match about $80,708 at 4% or $53,806 at 6%. |
| Financial Managers Society Employee Savings Plan | - | 12 | $1,793,147 | $77,480 | $6,457iApproximate average salary by contribution assumption: employee only about $161,417 at 4% or $107,611 at 6%; with 50% employer match about $107,611 at 4% or $71,741 at 6%; with 100% employer match about $80,708 at 4% or $53,806 at 6%. |
| 2014 | 1 | 13 | $1,726,686 | $80,039 | $6,157iApproximate average salary by contribution assumption: employee only about $153,921 at 4% or $102,614 at 6%; with 50% employer match about $102,614 at 4% or $68,409 at 6%; with 100% employer match about $76,961 at 4% or $51,307 at 6%. |
| Financial Managers Society Employee Savings Plan | - | 13 | $1,726,686 | $80,039 | $6,157iApproximate average salary by contribution assumption: employee only about $153,921 at 4% or $102,614 at 6%; with 50% employer match about $102,614 at 4% or $68,409 at 6%; with 100% employer match about $76,961 at 4% or $51,307 at 6%. |
| 2013 | 1 | 12 | $1,808,201 | $86,841 | $7,237iApproximate average salary by contribution assumption: employee only about $180,919 at 4% or $120,613 at 6%; with 50% employer match about $120,613 at 4% or $80,408 at 6%; with 100% employer match about $90,459 at 4% or $60,306 at 6%. |
| Financial Managers Society Employee Savings Plan | - | 12 | $1,808,201 | $86,841 | $7,237iApproximate average salary by contribution assumption: employee only about $180,919 at 4% or $120,613 at 6%; with 50% employer match about $120,613 at 4% or $80,408 at 6%; with 100% employer match about $90,459 at 4% or $60,306 at 6%. |
| 2012 | 1 | 13 | $1,609,272 | $83,288 | $6,407iApproximate average salary by contribution assumption: employee only about $160,169 at 4% or $106,779 at 6%; with 50% employer match about $106,779 at 4% or $71,186 at 6%; with 100% employer match about $80,085 at 4% or $53,390 at 6%. |
| Financial Managers Society Employee Savings Plan | - | 13 | $1,609,272 | $83,288 | $6,407iApproximate average salary by contribution assumption: employee only about $160,169 at 4% or $106,779 at 6%; with 50% employer match about $106,779 at 4% or $71,186 at 6%; with 100% employer match about $80,085 at 4% or $53,390 at 6%. |
| 2011 | 1 | 13 | $1,452,821 | $70,280 | $5,406iApproximate average salary by contribution assumption: employee only about $135,154 at 4% or $90,103 at 6%; with 50% employer match about $90,103 at 4% or $60,068 at 6%; with 100% employer match about $67,577 at 4% or $45,051 at 6%. |
| Financial Managers Society Employee Savings Plan | - | 13 | $1,452,821 | $70,280 | $5,406iApproximate average salary by contribution assumption: employee only about $135,154 at 4% or $90,103 at 6%; with 50% employer match about $90,103 at 4% or $60,068 at 6%; with 100% employer match about $67,577 at 4% or $45,051 at 6%. |
| 2010 | 1 | 11 | $1,376,807 | $66,799 | $6,073iApproximate average salary by contribution assumption: employee only about $151,816 at 4% or $101,211 at 6%; with 50% employer match about $101,211 at 4% or $67,474 at 6%; with 100% employer match about $75,908 at 4% or $50,605 at 6%. |
| Financial Managers Society Employee Savings Plan | - | 11 | $1,376,807 | $66,799 | $6,073iApproximate average salary by contribution assumption: employee only about $151,816 at 4% or $101,211 at 6%; with 50% employer match about $101,211 at 4% or $67,474 at 6%; with 100% employer match about $75,908 at 4% or $50,605 at 6%. |
| 2009 | 1 | 10 | $1,274,443 | $85,959 | $8,596iApproximate average salary by contribution assumption: employee only about $214,898 at 4% or $143,265 at 6%; with 50% employer match about $143,265 at 4% or $95,510 at 6%; with 100% employer match about $107,449 at 4% or $71,633 at 6%. |
| Financial Managers Society Employee Savings Plan | - | 10 | $1,274,443 | $85,959 | $8,596iApproximate average salary by contribution assumption: employee only about $214,898 at 4% or $143,265 at 6%; with 50% employer match about $143,265 at 4% or $95,510 at 6%; with 100% employer match about $107,449 at 4% or $71,633 at 6%. |
| 2008 | 1 | 9 | $1,083,094 | $107,163 | $11,907iApproximate average salary by contribution assumption: employee only about $297,675 at 4% or $198,450 at 6%; with 50% employer match about $198,450 at 4% or $132,300 at 6%; with 100% employer match about $148,838 at 4% or $99,225 at 6%. |
| Financial Managers Society Employee Savings Plan | - | 9 | $1,083,094 | $107,163 | $11,907iApproximate average salary by contribution assumption: employee only about $297,675 at 4% or $198,450 at 6%; with 50% employer match about $198,450 at 4% or $132,300 at 6%; with 100% employer match about $148,838 at 4% or $99,225 at 6%. |
| 2007 | 1 | 9 | $0 | $0 | - |
| Financial Managers Society Employee Savings Plan | - | 9 | - | - | - |
| 2006 | 1 | 9 | $1,304,683 | $89,838 | $9,982iApproximate average salary by contribution assumption: employee only about $249,550 at 4% or $166,367 at 6%; with 50% employer match about $166,367 at 4% or $110,911 at 6%; with 100% employer match about $124,775 at 4% or $83,183 at 6%. |
| Financial Managers Society Employee Savings Plan | - | 9 | $1,304,683 | $89,838 | $9,982iApproximate average salary by contribution assumption: employee only about $249,550 at 4% or $166,367 at 6%; with 50% employer match about $166,367 at 4% or $110,911 at 6%; with 100% employer match about $124,775 at 4% or $83,183 at 6%. |
| 2005 | 1 | 9 | $1,073,157 | $94,365 | $10,485iApproximate average salary by contribution assumption: employee only about $262,125 at 4% or $174,750 at 6%; with 50% employer match about $174,750 at 4% or $116,500 at 6%; with 100% employer match about $131,063 at 4% or $87,375 at 6%. |
| Financial Managers Society Employee Savings Plan | - | 9 | $1,073,157 | $94,365 | $10,485iApproximate average salary by contribution assumption: employee only about $262,125 at 4% or $174,750 at 6%; with 50% employer match about $174,750 at 4% or $116,500 at 6%; with 100% employer match about $131,063 at 4% or $87,375 at 6%. |
| 2004 | 1 | 8 | $913,829 | $80,683 | $10,085iApproximate average salary by contribution assumption: employee only about $252,134 at 4% or $168,090 at 6%; with 50% employer match about $168,090 at 4% or $112,060 at 6%; with 100% employer match about $126,067 at 4% or $84,045 at 6%. |
| Financial Managers Society Employee Savings Plan | - | 8 | $913,829 | $80,683 | $10,085iApproximate average salary by contribution assumption: employee only about $252,134 at 4% or $168,090 at 6%; with 50% employer match about $168,090 at 4% or $112,060 at 6%; with 100% employer match about $126,067 at 4% or $84,045 at 6%. |
| 2003 | 1 | 8 | $0 | $0 | - |
| Financial Managers Society Employee Savings Plan | - | 8 | - | - | - |
| 2002 | 1 | 9 | $605,092 | $58,662 | $6,518iApproximate average salary by contribution assumption: employee only about $162,950 at 4% or $108,633 at 6%; with 50% employer match about $108,633 at 4% or $72,422 at 6%; with 100% employer match about $81,475 at 4% or $54,317 at 6%. |
| Financial Managers Society Employee Savings Plan | - | 9 | $605,092 | $58,662 | $6,518iApproximate average salary by contribution assumption: employee only about $162,950 at 4% or $108,633 at 6%; with 50% employer match about $108,633 at 4% or $72,422 at 6%; with 100% employer match about $81,475 at 4% or $54,317 at 6%. |
| 2001 | 1 | 8 | $0 | $0 | - |
| Financial Managers Society Employee Savings Plan | - | 8 | - | - | - |
| 2000 | 1 | 8 | $0 | $0 | - |
| Financial Managers Society Employee Savings Plan | - | 8 | - | - | - |
| 1999 | 1 | 9 | $1,009,633 | $61,283 | $6,809iApproximate average salary by contribution assumption: employee only about $170,231 at 4% or $113,487 at 6%; with 50% employer match about $113,487 at 4% or $75,658 at 6%; with 100% employer match about $85,115 at 4% or $56,744 at 6%. |
| Financial Managers Society Employee Savings Plan | - | 9 | $1,009,633 | $61,283 | $6,809iApproximate average salary by contribution assumption: employee only about $170,231 at 4% or $113,487 at 6%; with 50% employer match about $113,487 at 4% or $75,658 at 6%; with 100% employer match about $85,115 at 4% or $56,744 at 6%. |