Fulcrum Investment Group
Plan context: Fulcrum Investment Group LLC 401K Plan
EIN 36-4144537 • 5 filings • 1 plans
Current Snapshot
Latest Year
2003
2003 Participants
1
2003 Assets
$280,038
2003 Contributions
$24,127
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 |
|---|---|---|---|---|---|
| 2003 | 1 | 1 | $280,038 | $24,127 | $24,127iApproximate average salary by contribution assumption: employee only about $603,175 at 4% or $402,117 at 6%; with 50% employer match about $402,117 at 4% or $268,078 at 6%; with 100% employer match about $301,588 at 4% or $201,058 at 6%. |
| Fulcrum Investment Group LLC 401K Plan | - | 1 | $280,038 | $24,127 | $24,127iApproximate average salary by contribution assumption: employee only about $603,175 at 4% or $402,117 at 6%; with 50% employer match about $402,117 at 4% or $268,078 at 6%; with 100% employer match about $301,588 at 4% or $201,058 at 6%. |
| 2002 | 1 | 13 | $384,400 | $144,531 | $11,118iApproximate average salary by contribution assumption: employee only about $277,944 at 4% or $185,296 at 6%; with 50% employer match about $185,296 at 4% or $123,531 at 6%; with 100% employer match about $138,972 at 4% or $92,648 at 6%. |
| Fulcrum Investment Group LLC 401K Plan | - | 13 | $384,400 | $144,531 | $11,118iApproximate average salary by contribution assumption: employee only about $277,944 at 4% or $185,296 at 6%; with 50% employer match about $185,296 at 4% or $123,531 at 6%; with 100% employer match about $138,972 at 4% or $92,648 at 6%. |
| 2001 | 1 | 19 | $358,362 | $164,351 | $8,650iApproximate average salary by contribution assumption: employee only about $216,251 at 4% or $144,168 at 6%; with 50% employer match about $144,168 at 4% or $96,112 at 6%; with 100% employer match about $108,126 at 4% or $72,084 at 6%. |
| Fulcrum Investment Group LLC 401K Plan | - | 19 | $358,362 | $164,351 | $8,650iApproximate average salary by contribution assumption: employee only about $216,251 at 4% or $144,168 at 6%; with 50% employer match about $144,168 at 4% or $96,112 at 6%; with 100% employer match about $108,126 at 4% or $72,084 at 6%. |
| 2000 | 1 | 15 | $259,704 | $120,665 | $8,044iApproximate average salary by contribution assumption: employee only about $201,108 at 4% or $134,072 at 6%; with 50% employer match about $134,072 at 4% or $89,381 at 6%; with 100% employer match about $100,554 at 4% or $67,036 at 6%. |
| Fulcrum Investment Group LLC 401K Plan | - | 15 | $259,704 | $120,665 | $8,044iApproximate average salary by contribution assumption: employee only about $201,108 at 4% or $134,072 at 6%; with 50% employer match about $134,072 at 4% or $89,381 at 6%; with 100% employer match about $100,554 at 4% or $67,036 at 6%. |
| 1999 | 1 | 16 | $182,628 | $153,524 | $9,595iApproximate average salary by contribution assumption: employee only about $239,881 at 4% or $159,921 at 6%; with 50% employer match about $159,921 at 4% or $106,614 at 6%; with 100% employer match about $119,941 at 4% or $79,960 at 6%. |
| Fulcrum Investment Group LLC 401K Plan | - | 16 | $182,628 | $153,524 | $9,595iApproximate average salary by contribution assumption: employee only about $239,881 at 4% or $159,921 at 6%; with 50% employer match about $159,921 at 4% or $106,614 at 6%; with 100% employer match about $119,941 at 4% or $79,960 at 6%. |