FINANCIAL REPRESENTATIVES ASSOCIATION INCORPORATED
Plan context: FINANCIAL REPRESENTATIVES ASSOCIATION 401(K) PLAN
EIN 39-0798413 • Middleton, WI • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$278,464
2025 Contributions
$43,588
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $278,464 | $43,588 | $21,794iApproximate average salary by contribution assumption: employee only about $544,850 at 4% or $363,233 at 6%; with 50% employer match about $363,233 at 4% or $242,156 at 6%; with 100% employer match about $272,425 at 4% or $181,617 at 6%. |
| FINANCIAL REPRESENTATIVES ASSOCIATION 401(K) PLAN | - | 2 | $278,464 | $43,588 | $21,794iApproximate average salary by contribution assumption: employee only about $544,850 at 4% or $363,233 at 6%; with 50% employer match about $363,233 at 4% or $242,156 at 6%; with 100% employer match about $272,425 at 4% or $181,617 at 6%. |
| 2024 | 1 | 2 | $195,230 | $41,811 | $20,906iApproximate average salary by contribution assumption: employee only about $522,638 at 4% or $348,425 at 6%; with 50% employer match about $348,425 at 4% or $232,283 at 6%; with 100% employer match about $261,319 at 4% or $174,213 at 6%. |
| FINANCIAL REPRESENTATIVES ASSOCIATION 401(K) PLAN | - | 2 | $195,230 | $41,811 | $20,906iApproximate average salary by contribution assumption: employee only about $522,638 at 4% or $348,425 at 6%; with 50% employer match about $348,425 at 4% or $232,283 at 6%; with 100% employer match about $261,319 at 4% or $174,213 at 6%. |
| 2023 | 1 | 2 | $132,478 | $117,697 | $58,849iApproximate average salary by contribution assumption: employee only about $1,471,213 at 4% or $980,808 at 6%; with 50% employer match about $980,808 at 4% or $653,872 at 6%; with 100% employer match about $735,606 at 4% or $490,404 at 6%. |
| FINANCIAL REPRESENTATIVES ASSOCIATION 401(K) PLAN | - | 2 | $132,478 | $117,697 | $58,849iApproximate average salary by contribution assumption: employee only about $1,471,213 at 4% or $980,808 at 6%; with 50% employer match about $980,808 at 4% or $653,872 at 6%; with 100% employer match about $735,606 at 4% or $490,404 at 6%. |