Civic Intelligence

Fundation Group LLC

Plan context: QUANTUM FINANCIAL TECHNOLOGIES 401(K) RETIREMENT SAVINGS PLAN

EIN 38-3919405 • Reston, VA • 10 filings • 4 plans

11501 Sunset Hills Rd.Suite 100Reston, VA 20190
Current Snapshot

Latest Year

2024

2024 Participants

91

2024 Assets

$2,904,276

2024 Contributions

$1,726,240

Historical Graphs

Total Assets Over Time

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

$6,205,005$3,102,503$0201620202024YearValue
$2,904,276Latest year 2024

Participants Over Time

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

2031020201620202024YearValue
91Latest 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
2024191$2,904,276$1,726,240$18,970iApproximate average salary by contribution assumption: employee only about $474,242 at 4% or $316,161 at 6%; with 50% employer match about $316,161 at 4% or $210,774 at 6%; with 100% employer match about $237,121 at 4% or $158,081 at 6%.
QUANTUM FINANCIAL TECHNOLOGIES 401(K) RETIREMENT SAVINGS PLAN-91$2,904,276$1,726,240$18,970iApproximate average salary by contribution assumption: employee only about $474,242 at 4% or $316,161 at 6%; with 50% employer match about $316,161 at 4% or $210,774 at 6%; with 100% employer match about $237,121 at 4% or $158,081 at 6%.
2023165$1,357,974$732,483$11,269iApproximate average salary by contribution assumption: employee only about $281,724 at 4% or $187,816 at 6%; with 50% employer match about $187,816 at 4% or $125,211 at 6%; with 100% employer match about $140,862 at 4% or $93,908 at 6%.
FUNDATION GROUP, LLC 401(K) RETIREMENT PLAN-65$1,357,974$732,483$11,269iApproximate average salary by contribution assumption: employee only about $281,724 at 4% or $187,816 at 6%; with 50% employer match about $187,816 at 4% or $125,211 at 6%; with 100% employer match about $140,862 at 4% or $93,908 at 6%.
2022112$526,261$417,726$34,811iApproximate average salary by contribution assumption: employee only about $870,263 at 4% or $580,175 at 6%; with 50% employer match about $580,175 at 4% or $386,783 at 6%; with 100% employer match about $435,131 at 4% or $290,088 at 6%.
FUNDATION GROUP, LLC 401(K) RETIREMENT PLAN-12$526,261$417,726$34,811iApproximate average salary by contribution assumption: employee only about $870,263 at 4% or $580,175 at 6%; with 50% employer match about $580,175 at 4% or $386,783 at 6%; with 100% employer match about $435,131 at 4% or $290,088 at 6%.
20202203$6,205,005$1,837,788$9,053iApproximate average salary by contribution assumption: employee only about $226,329 at 4% or $150,886 at 6%; with 50% employer match about $150,886 at 4% or $100,590 at 6%; with 100% employer match about $113,164 at 4% or $75,443 at 6%.
Fundation Group LLC 401(K) Retirement Plan-203$6,205,005$1,837,788$9,053iApproximate average salary by contribution assumption: employee only about $226,329 at 4% or $150,886 at 6%; with 50% employer match about $150,886 at 4% or $100,590 at 6%; with 100% employer match about $113,164 at 4% or $75,443 at 6%.
FUNDATION GROUP LLC WRAP WELFARE BENEFIT PLAN-0---
20192147$4,274,473$1,711,119$11,640iApproximate average salary by contribution assumption: employee only about $291,007 at 4% or $194,004 at 6%; with 50% employer match about $194,004 at 4% or $129,336 at 6%; with 100% employer match about $145,503 at 4% or $97,002 at 6%.
Fundation Group LLC 401(K) Retirement Plan-147$4,274,473$1,711,119$11,640iApproximate average salary by contribution assumption: employee only about $291,007 at 4% or $194,004 at 6%; with 50% employer match about $194,004 at 4% or $129,336 at 6%; with 100% employer match about $145,503 at 4% or $97,002 at 6%.
FUNDATION GROUP LLC WRAP WELFARE BENEFIT PLAN-121---
20181117$2,235,673$1,275,965$10,906iApproximate average salary by contribution assumption: employee only about $272,642 at 4% or $181,761 at 6%; with 50% employer match about $181,761 at 4% or $121,174 at 6%; with 100% employer match about $136,321 at 4% or $90,881 at 6%.
Fundation Group LLC 401(K) Retirement Plan-117$2,235,673$1,275,965$10,906iApproximate average salary by contribution assumption: employee only about $272,642 at 4% or $181,761 at 6%; with 50% employer match about $181,761 at 4% or $121,174 at 6%; with 100% employer match about $136,321 at 4% or $90,881 at 6%.
2017192$1,358,374$1,019,090$11,077iApproximate average salary by contribution assumption: employee only about $276,927 at 4% or $184,618 at 6%; with 50% employer match about $184,618 at 4% or $123,079 at 6%; with 100% employer match about $138,463 at 4% or $92,309 at 6%.
Fundation Group LLC 401(K) Retirement Plan-92$1,358,374$1,019,090$11,077iApproximate average salary by contribution assumption: employee only about $276,927 at 4% or $184,618 at 6%; with 50% employer match about $184,618 at 4% or $123,079 at 6%; with 100% employer match about $138,463 at 4% or $92,309 at 6%.
2016148$257,987$252,041$5,251iApproximate average salary by contribution assumption: employee only about $131,271 at 4% or $87,514 at 6%; with 50% employer match about $87,514 at 4% or $58,343 at 6%; with 100% employer match about $65,636 at 4% or $43,757 at 6%.
Fundation Group LLC 401(K) Retirement Plan-48$257,987$252,041$5,251iApproximate average salary by contribution assumption: employee only about $131,271 at 4% or $87,514 at 6%; with 50% employer match about $87,514 at 4% or $58,343 at 6%; with 100% employer match about $65,636 at 4% or $43,757 at 6%.