Foundation Investment Partners,
Plan context: Foundation Investment Partners LLC 401K Profit Sharing Plan
EIN 45-2630567 • Solon, OH • 9 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$355,333
2024 Contributions
$56,394
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $355,333 | $56,394 | $18,798iApproximate average salary by contribution assumption: employee only about $469,950 at 4% or $313,300 at 6%; with 50% employer match about $313,300 at 4% or $208,867 at 6%; with 100% employer match about $234,975 at 4% or $156,650 at 6%. |
| Foundation Investment Partners LLC 401K Profit Sharing Plan | - | 3 | $355,333 | $56,394 | $18,798iApproximate average salary by contribution assumption: employee only about $469,950 at 4% or $313,300 at 6%; with 50% employer match about $313,300 at 4% or $208,867 at 6%; with 100% employer match about $234,975 at 4% or $156,650 at 6%. |
| 2023 | 1 | 3 | $264,794 | $27,899 | $9,300iApproximate average salary by contribution assumption: employee only about $232,492 at 4% or $154,994 at 6%; with 50% employer match about $154,994 at 4% or $103,330 at 6%; with 100% employer match about $116,246 at 4% or $77,497 at 6%. |
| Foundation Investment Partners LLC 401K Profit Sharing Plan | - | 3 | $264,794 | $27,899 | $9,300iApproximate average salary by contribution assumption: employee only about $232,492 at 4% or $154,994 at 6%; with 50% employer match about $154,994 at 4% or $103,330 at 6%; with 100% employer match about $116,246 at 4% or $77,497 at 6%. |
| 2022 | 1 | 3 | $206,496 | $24,071 | $8,024iApproximate average salary by contribution assumption: employee only about $200,592 at 4% or $133,728 at 6%; with 50% employer match about $133,728 at 4% or $89,152 at 6%; with 100% employer match about $100,296 at 4% or $66,864 at 6%. |
| Foundation Investment Partners LLC 401K Profit Sharing Plan | - | 3 | $206,496 | $24,071 | $8,024iApproximate average salary by contribution assumption: employee only about $200,592 at 4% or $133,728 at 6%; with 50% employer match about $133,728 at 4% or $89,152 at 6%; with 100% employer match about $100,296 at 4% or $66,864 at 6%. |
| 2021 | 1 | 3 | $213,261 | $67,783 | $22,594iApproximate average salary by contribution assumption: employee only about $564,858 at 4% or $376,572 at 6%; with 50% employer match about $376,572 at 4% or $251,048 at 6%; with 100% employer match about $282,429 at 4% or $188,286 at 6%. |
| Foundation Investment Partners LLC 401K Profit Sharing Plan | - | 3 | $213,261 | $67,783 | $22,594iApproximate average salary by contribution assumption: employee only about $564,858 at 4% or $376,572 at 6%; with 50% employer match about $376,572 at 4% or $251,048 at 6%; with 100% employer match about $282,429 at 4% or $188,286 at 6%. |
| 2020 | 1 | 3 | $121,966 | $18,232 | $6,077iApproximate average salary by contribution assumption: employee only about $151,933 at 4% or $101,289 at 6%; with 50% employer match about $101,289 at 4% or $67,526 at 6%; with 100% employer match about $75,967 at 4% or $50,644 at 6%. |
| Foundation Investment Partners LLC 401K Profit Sharing Plan | - | 3 | $121,966 | $18,232 | $6,077iApproximate average salary by contribution assumption: employee only about $151,933 at 4% or $101,289 at 6%; with 50% employer match about $101,289 at 4% or $67,526 at 6%; with 100% employer match about $75,967 at 4% or $50,644 at 6%. |
| 2019 | 1 | 2 | $91,298 | $15,577 | $7,789iApproximate average salary by contribution assumption: employee only about $194,713 at 4% or $129,808 at 6%; with 50% employer match about $129,808 at 4% or $86,539 at 6%; with 100% employer match about $97,356 at 4% or $64,904 at 6%. |
| Foundation Investment Partners LLC 401K Profit Sharing Plan | - | 2 | $91,298 | $15,577 | $7,789iApproximate average salary by contribution assumption: employee only about $194,713 at 4% or $129,808 at 6%; with 50% employer match about $129,808 at 4% or $86,539 at 6%; with 100% employer match about $97,356 at 4% or $64,904 at 6%. |
| 2018 | 1 | 2 | $61,823 | $18,251 | $9,126iApproximate average salary by contribution assumption: employee only about $228,138 at 4% or $152,092 at 6%; with 50% employer match about $152,092 at 4% or $101,394 at 6%; with 100% employer match about $114,069 at 4% or $76,046 at 6%. |
| Foundation Investment Partners LLC 401K Profit Sharing Plan | - | 2 | $61,823 | $18,251 | $9,126iApproximate average salary by contribution assumption: employee only about $228,138 at 4% or $152,092 at 6%; with 50% employer match about $152,092 at 4% or $101,394 at 6%; with 100% employer match about $114,069 at 4% or $76,046 at 6%. |
| 2017 | 1 | 2 | $48,506 | $43,536 | $21,768iApproximate average salary by contribution assumption: employee only about $544,200 at 4% or $362,800 at 6%; with 50% employer match about $362,800 at 4% or $241,867 at 6%; with 100% employer match about $272,100 at 4% or $181,400 at 6%. |
| Foundation Investment Partners LLC 401K Profit Sharing Plan | - | 2 | $48,506 | $43,536 | $21,768iApproximate average salary by contribution assumption: employee only about $544,200 at 4% or $362,800 at 6%; with 50% employer match about $362,800 at 4% or $241,867 at 6%; with 100% employer match about $272,100 at 4% or $181,400 at 6%. |
| 2016 | 1 | 0 | $0 | $0 | - |
| Foundation Investment Partners LLC 401K Profit Sharing Plan | - | 0 | $0 | - | - |