Financial Resource Advisors Inc
Plan context: Financial Resource Advisors 401(K) Plan
EIN 42-1482308 • Waterloo, IA • 5 filings • 1 plans
Current Snapshot
Latest Year
2015
2015 Participants
12
2015 Assets
$732,250
2015 Contributions
$116,813
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 12 | $732,250 | $116,813 | $9,734iApproximate average salary by contribution assumption: employee only about $243,360 at 4% or $162,240 at 6%; with 50% employer match about $162,240 at 4% or $108,160 at 6%; with 100% employer match about $121,680 at 4% or $81,120 at 6%. |
| Financial Resource Advisors 401(K) Plan | - | 12 | $732,250 | $116,813 | $9,734iApproximate average salary by contribution assumption: employee only about $243,360 at 4% or $162,240 at 6%; with 50% employer match about $162,240 at 4% or $108,160 at 6%; with 100% employer match about $121,680 at 4% or $81,120 at 6%. |
| 2014 | 1 | 13 | $932,905 | $163,400 | $12,569iApproximate average salary by contribution assumption: employee only about $314,231 at 4% or $209,487 at 6%; with 50% employer match about $209,487 at 4% or $139,658 at 6%; with 100% employer match about $157,115 at 4% or $104,744 at 6%. |
| Financial Resource Advisors 401(K) Plan | - | 13 | $932,905 | $163,400 | $12,569iApproximate average salary by contribution assumption: employee only about $314,231 at 4% or $209,487 at 6%; with 50% employer match about $209,487 at 4% or $139,658 at 6%; with 100% employer match about $157,115 at 4% or $104,744 at 6%. |
| 2013 | 1 | 15 | $734,149 | $159,655 | $10,644iApproximate average salary by contribution assumption: employee only about $266,092 at 4% or $177,394 at 6%; with 50% employer match about $177,394 at 4% or $118,263 at 6%; with 100% employer match about $133,046 at 4% or $88,697 at 6%. |
| Financial Resource Advisors 401(K) Plan | - | 15 | $734,149 | $159,655 | $10,644iApproximate average salary by contribution assumption: employee only about $266,092 at 4% or $177,394 at 6%; with 50% employer match about $177,394 at 4% or $118,263 at 6%; with 100% employer match about $133,046 at 4% or $88,697 at 6%. |
| 2012 | 1 | 14 | $509,425 | $145,606 | $10,400iApproximate average salary by contribution assumption: employee only about $260,011 at 4% or $173,340 at 6%; with 50% employer match about $173,340 at 4% or $115,560 at 6%; with 100% employer match about $130,005 at 4% or $86,670 at 6%. |
| Financial Resource Advisors 401(K) Plan | - | 14 | $509,425 | $145,606 | $10,400iApproximate average salary by contribution assumption: employee only about $260,011 at 4% or $173,340 at 6%; with 50% employer match about $173,340 at 4% or $115,560 at 6%; with 100% employer match about $130,005 at 4% or $86,670 at 6%. |
| 2011 | 1 | 13 | $316,235 | $331,245 | $25,480iApproximate average salary by contribution assumption: employee only about $637,010 at 4% or $424,673 at 6%; with 50% employer match about $424,673 at 4% or $283,115 at 6%; with 100% employer match about $318,505 at 4% or $212,337 at 6%. |
| Financial Resource Advisors 401(K) Plan | - | 13 | $316,235 | $331,245 | $25,480iApproximate average salary by contribution assumption: employee only about $637,010 at 4% or $424,673 at 6%; with 50% employer match about $424,673 at 4% or $283,115 at 6%; with 100% employer match about $318,505 at 4% or $212,337 at 6%. |