Civic Intelligence

Robert R Franskousky Wealth Se

Plan context: Robert R Franskousky Wealth Se 401(K) Profit Sharing Plan & Trust

EIN 45-2260202 • Ponte Vedra Beach, FL • 5 filings • 1 plans

822 Highway A1a North Suite 102Ponte Vedra Beach, FL 32082
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$32,836

2025 Contributions

$7,478

Historical Graphs

Total Assets Over Time

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

$32,836$16,418$0202120232025YearValue
$32,836Latest year 2025

Participants Over Time

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

420202120232025YearValue
3Latest year 2025

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
202513$32,836$7,478$2,493iApproximate average salary by contribution assumption: employee only about $62,317 at 4% or $41,544 at 6%; with 50% employer match about $41,544 at 4% or $27,696 at 6%; with 100% employer match about $31,158 at 4% or $20,772 at 6%.
Robert R Franskousky Wealth Se 401(K) Profit Sharing Plan & Trust-3$32,836$7,478$2,493iApproximate average salary by contribution assumption: employee only about $62,317 at 4% or $41,544 at 6%; with 50% employer match about $41,544 at 4% or $27,696 at 6%; with 100% employer match about $31,158 at 4% or $20,772 at 6%.
202413$21,947$8,545$2,848iApproximate average salary by contribution assumption: employee only about $71,208 at 4% or $47,472 at 6%; with 50% employer match about $47,472 at 4% or $31,648 at 6%; with 100% employer match about $35,604 at 4% or $23,736 at 6%.
Robert R Franskousky Wealth Se 401(K) Profit Sharing Plan & Trust-3$21,947$8,545$2,848iApproximate average salary by contribution assumption: employee only about $71,208 at 4% or $47,472 at 6%; with 50% employer match about $47,472 at 4% or $31,648 at 6%; with 100% employer match about $35,604 at 4% or $23,736 at 6%.
202313$12,622$6,511$2,170iApproximate average salary by contribution assumption: employee only about $54,258 at 4% or $36,172 at 6%; with 50% employer match about $36,172 at 4% or $24,115 at 6%; with 100% employer match about $27,129 at 4% or $18,086 at 6%.
Robert R Franskousky Wealth Se 401(K) Profit Sharing Plan & Trust-3$12,622$6,511$2,170iApproximate average salary by contribution assumption: employee only about $54,258 at 4% or $36,172 at 6%; with 50% employer match about $36,172 at 4% or $24,115 at 6%; with 100% employer match about $27,129 at 4% or $18,086 at 6%.
202213$6,018$6,436$2,145iApproximate average salary by contribution assumption: employee only about $53,633 at 4% or $35,756 at 6%; with 50% employer match about $35,756 at 4% or $23,837 at 6%; with 100% employer match about $26,817 at 4% or $17,878 at 6%.
Robert R Franskousky Wealth Se 401(K) Profit Sharing Plan & Trust-3$6,018$6,436$2,145iApproximate average salary by contribution assumption: employee only about $53,633 at 4% or $35,756 at 6%; with 50% employer match about $35,756 at 4% or $23,837 at 6%; with 100% employer match about $26,817 at 4% or $17,878 at 6%.
202114$6,757$7,242$1,811iApproximate average salary by contribution assumption: employee only about $45,263 at 4% or $30,175 at 6%; with 50% employer match about $30,175 at 4% or $20,117 at 6%; with 100% employer match about $22,631 at 4% or $15,088 at 6%.
Robert R Franskousky Wealth Se 401(K) Profit Sharing Plan & Trust-4$6,757$7,242$1,811iApproximate average salary by contribution assumption: employee only about $45,263 at 4% or $30,175 at 6%; with 50% employer match about $30,175 at 4% or $20,117 at 6%; with 100% employer match about $22,631 at 4% or $15,088 at 6%.