Civic Intelligence

Ffp Wealth Management

Plan context: Foundation Financial Planning 401K Profit Sharing Plan

EIN 41-1925741 • Mendota Heights, MN • 18 filings • 5 plans

720 South Plaza WayApt #238Mendota Heights, MN 55120-6607
Current Snapshot

Latest Year

2018

2018 Participants

6

2018 Assets

$1,324,307

2018 Contributions

$139,407

Historical Graphs

Total Assets Over Time

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

$1,431,844$715,922$0200220122018YearValue
$1,324,307Latest year 2018

Participants Over Time

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

1050200220112018YearValue
6Latest year 2018

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
201816$1,324,307$139,407$23,235iApproximate average salary by contribution assumption: employee only about $580,863 at 4% or $387,242 at 6%; with 50% employer match about $387,242 at 4% or $258,161 at 6%; with 100% employer match about $290,431 at 4% or $193,621 at 6%.
Foundation Financial Planning 401K Profit Sharing Plan-6$1,324,307$139,407$23,235iApproximate average salary by contribution assumption: employee only about $580,863 at 4% or $387,242 at 6%; with 50% employer match about $387,242 at 4% or $258,161 at 6%; with 100% employer match about $290,431 at 4% or $193,621 at 6%.
201716$1,153,028$35,712$5,952iApproximate average salary by contribution assumption: employee only about $148,800 at 4% or $99,200 at 6%; with 50% employer match about $99,200 at 4% or $66,133 at 6%; with 100% employer match about $74,400 at 4% or $49,600 at 6%.
Foundation Financial Planning 401K Profit Sharing Plan-6$1,153,028$35,712$5,952iApproximate average salary by contribution assumption: employee only about $148,800 at 4% or $99,200 at 6%; with 50% employer match about $99,200 at 4% or $66,133 at 6%; with 100% employer match about $74,400 at 4% or $49,600 at 6%.
201619$1,431,844$126,035$14,004iApproximate average salary by contribution assumption: employee only about $350,097 at 4% or $233,398 at 6%; with 50% employer match about $233,398 at 4% or $155,599 at 6%; with 100% employer match about $175,049 at 4% or $116,699 at 6%.
Foundation Financial Planning 401K Profit Sharing Plan-9$1,431,844$126,035$14,004iApproximate average salary by contribution assumption: employee only about $350,097 at 4% or $233,398 at 6%; with 50% employer match about $233,398 at 4% or $155,599 at 6%; with 100% employer match about $175,049 at 4% or $116,699 at 6%.
201518$1,158,793$110,518$13,815iApproximate average salary by contribution assumption: employee only about $345,369 at 4% or $230,246 at 6%; with 50% employer match about $230,246 at 4% or $153,497 at 6%; with 100% employer match about $172,684 at 4% or $115,123 at 6%.
Foundation Financial Planning 401K Profit Sharing Plan-8$1,158,793$110,518$13,815iApproximate average salary by contribution assumption: employee only about $345,369 at 4% or $230,246 at 6%; with 50% employer match about $230,246 at 4% or $153,497 at 6%; with 100% employer match about $172,684 at 4% or $115,123 at 6%.
2014110$1,075,761$112,422$11,242iApproximate average salary by contribution assumption: employee only about $281,055 at 4% or $187,370 at 6%; with 50% employer match about $187,370 at 4% or $124,913 at 6%; with 100% employer match about $140,528 at 4% or $93,685 at 6%.
Foundation Financial Planning 401K Profit Sharing Plan-10$1,075,761$112,422$11,242iApproximate average salary by contribution assumption: employee only about $281,055 at 4% or $187,370 at 6%; with 50% employer match about $187,370 at 4% or $124,913 at 6%; with 100% employer match about $140,528 at 4% or $93,685 at 6%.
201319$978,244$115,577$12,842iApproximate average salary by contribution assumption: employee only about $321,047 at 4% or $214,031 at 6%; with 50% employer match about $214,031 at 4% or $142,688 at 6%; with 100% employer match about $160,524 at 4% or $107,016 at 6%.
Foundation Financial Planning 401K Profit Sharing Plan-9$978,244$115,577$12,842iApproximate average salary by contribution assumption: employee only about $321,047 at 4% or $214,031 at 6%; with 50% employer match about $214,031 at 4% or $142,688 at 6%; with 100% employer match about $160,524 at 4% or $107,016 at 6%.
2012110$834,631$108,866$10,887iApproximate average salary by contribution assumption: employee only about $272,165 at 4% or $181,443 at 6%; with 50% employer match about $181,443 at 4% or $120,962 at 6%; with 100% employer match about $136,083 at 4% or $90,722 at 6%.
Foundation Financial Planning 401K Profit Sharing Plan-10$834,631$108,866$10,887iApproximate average salary by contribution assumption: employee only about $272,165 at 4% or $181,443 at 6%; with 50% employer match about $181,443 at 4% or $120,962 at 6%; with 100% employer match about $136,083 at 4% or $90,722 at 6%.
201118$819,021$60,384$7,548iApproximate average salary by contribution assumption: employee only about $188,700 at 4% or $125,800 at 6%; with 50% employer match about $125,800 at 4% or $83,867 at 6%; with 100% employer match about $94,350 at 4% or $62,900 at 6%.
Foundation Financial Planning 401K Profit Sharing Plan-8$819,021$60,384$7,548iApproximate average salary by contribution assumption: employee only about $188,700 at 4% or $125,800 at 6%; with 50% employer match about $125,800 at 4% or $83,867 at 6%; with 100% employer match about $94,350 at 4% or $62,900 at 6%.
201018$733,323$167,384$20,923iApproximate average salary by contribution assumption: employee only about $523,075 at 4% or $348,717 at 6%; with 50% employer match about $348,717 at 4% or $232,478 at 6%; with 100% employer match about $261,538 at 4% or $174,358 at 6%.
Foundation Financial Planning 401K Profit Sharing Plan-8$733,323$167,384$20,923iApproximate average salary by contribution assumption: employee only about $523,075 at 4% or $348,717 at 6%; with 50% employer match about $348,717 at 4% or $232,478 at 6%; with 100% employer match about $261,538 at 4% or $174,358 at 6%.
200924$504,640$96,667$24,167iApproximate average salary by contribution assumption: employee only about $604,169 at 4% or $402,779 at 6%; with 50% employer match about $402,779 at 4% or $268,519 at 6%; with 100% employer match about $302,084 at 4% or $201,390 at 6%.
Foundation Financial Planning 401K Profit Sharing Plan-4$504,640$96,667$24,167iApproximate average salary by contribution assumption: employee only about $604,169 at 4% or $402,779 at 6%; with 50% employer match about $402,779 at 4% or $268,519 at 6%; with 100% employer match about $302,084 at 4% or $201,390 at 6%.
FOUNDATION FINANCIAL PLANNING CASH BALANCE PLAN-0$0--
200826$428,343$130,817$21,803iApproximate average salary by contribution assumption: employee only about $545,071 at 4% or $363,381 at 6%; with 50% employer match about $363,381 at 4% or $242,254 at 6%; with 100% employer match about $272,535 at 4% or $181,690 at 6%.
Foundation Financial Planning 401K Profit Sharing Plan-6$428,343$130,817$21,803iApproximate average salary by contribution assumption: employee only about $545,071 at 4% or $363,381 at 6%; with 50% employer match about $363,381 at 4% or $242,254 at 6%; with 100% employer match about $272,535 at 4% or $181,690 at 6%.
FOUNDATION FINANCIAL PLANNING CASH BALANCE PLAN-5---
200727$0$0-
Foundation Financial Planning 401K Profit Sharing Plan-7---
FOUNDATION FINANCIAL PLANNING CASH BALANCE PLAN-6---
200517$296,758$55,914$7,988iApproximate average salary by contribution assumption: employee only about $199,693 at 4% or $133,129 at 6%; with 50% employer match about $133,129 at 4% or $88,752 at 6%; with 100% employer match about $99,846 at 4% or $66,564 at 6%.
Foundation Financial Planning 401K Profit Sharing Plan-7$296,758$55,914$7,988iApproximate average salary by contribution assumption: employee only about $199,693 at 4% or $133,129 at 6%; with 50% employer match about $133,129 at 4% or $88,752 at 6%; with 100% employer match about $99,846 at 4% or $66,564 at 6%.
200418$235,947$78,387$9,798iApproximate average salary by contribution assumption: employee only about $244,959 at 4% or $163,306 at 6%; with 50% employer match about $163,306 at 4% or $108,871 at 6%; with 100% employer match about $122,480 at 4% or $81,653 at 6%.
Foundation Financial Planning 401K Profit Sharing Plan-8$235,947$78,387$9,798iApproximate average salary by contribution assumption: employee only about $244,959 at 4% or $163,306 at 6%; with 50% employer match about $163,306 at 4% or $108,871 at 6%; with 100% employer match about $122,480 at 4% or $81,653 at 6%.
2002110$62,266$67,144$6,714iApproximate average salary by contribution assumption: employee only about $167,860 at 4% or $111,907 at 6%; with 50% employer match about $111,907 at 4% or $74,604 at 6%; with 100% employer match about $83,930 at 4% or $55,953 at 6%.
Foundation Financial Planning 401K Profit Sharing Plan-10$62,266$67,144$6,714iApproximate average salary by contribution assumption: employee only about $167,860 at 4% or $111,907 at 6%; with 50% employer match about $111,907 at 4% or $74,604 at 6%; with 100% employer match about $83,930 at 4% or $55,953 at 6%.