Financial Modeling LLC
Plan context: Financial Modeling LLC Defined Benefit Pension Plan
EIN 45-4464713 • Scottsdale, AZ • 18 filings • 2 plans
Current Snapshot
Latest Year
2020
2020 Participants
1
2020 Assets
$2,232,077
2020 Contributions
$156,130
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 |
|---|---|---|---|---|---|
| 2020 | 2 | 1 | $2,232,077 | $156,130 | $156,130iApproximate average salary by contribution assumption: employee only about $3,903,250 at 4% or $2,602,167 at 6%; with 50% employer match about $2,602,167 at 4% or $1,734,778 at 6%; with 100% employer match about $1,951,625 at 4% or $1,301,083 at 6%. |
| Financial Modeling LLC Defined Benefit Pension Plan | - | 1 | $1,884,588 | $125,000 | $125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%. |
| Financial Modeling LLC 401(K) Plan | - | 1 | $347,489 | $31,130 | $31,130iApproximate average salary by contribution assumption: employee only about $778,250 at 4% or $518,833 at 6%; with 50% employer match about $518,833 at 4% or $345,889 at 6%; with 100% employer match about $389,125 at 4% or $259,417 at 6%. |
| 2019 | 2 | 1 | $1,975,842 | $268,000 | $268,000iApproximate average salary by contribution assumption: employee only about $6,700,000 at 4% or $4,466,667 at 6%; with 50% employer match about $4,466,667 at 4% or $2,977,778 at 6%; with 100% employer match about $3,350,000 at 4% or $2,233,333 at 6%. |
| Financial Modeling LLC Defined Benefit Pension Plan | - | 1 | $1,679,885 | $240,000 | $240,000iApproximate average salary by contribution assumption: employee only about $6,000,000 at 4% or $4,000,000 at 6%; with 50% employer match about $4,000,000 at 4% or $2,666,667 at 6%; with 100% employer match about $3,000,000 at 4% or $2,000,000 at 6%. |
| Financial Modeling LLC 401(K) Plan | - | 1 | $295,957 | $28,000 | $28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%. |
| 2018 | 2 | 1 | $1,592,794 | $209,520 | $209,520iApproximate average salary by contribution assumption: employee only about $5,238,000 at 4% or $3,492,000 at 6%; with 50% employer match about $3,492,000 at 4% or $2,328,000 at 6%; with 100% employer match about $2,619,000 at 4% or $1,746,000 at 6%. |
| Financial Modeling LLC Defined Benefit Pension Plan | - | 1 | $1,343,348 | $175,000 | $175,000iApproximate average salary by contribution assumption: employee only about $4,375,000 at 4% or $2,916,667 at 6%; with 50% employer match about $2,916,667 at 4% or $1,944,444 at 6%; with 100% employer match about $2,187,500 at 4% or $1,458,333 at 6%. |
| Financial Modeling LLC 401(K) Plan | - | 1 | $249,446 | $34,520 | $34,520iApproximate average salary by contribution assumption: employee only about $863,000 at 4% or $575,333 at 6%; with 50% employer match about $575,333 at 4% or $383,556 at 6%; with 100% employer match about $431,500 at 4% or $287,667 at 6%. |
| 2017 | 2 | 1 | $1,366,965 | $209,020 | $209,020iApproximate average salary by contribution assumption: employee only about $5,225,500 at 4% or $3,483,667 at 6%; with 50% employer match about $3,483,667 at 4% or $2,322,444 at 6%; with 100% employer match about $2,612,750 at 4% or $1,741,833 at 6%. |
| Financial Modeling LLC Defined Benefit Pension Plan | - | 1 | $1,153,834 | $175,000 | $175,000iApproximate average salary by contribution assumption: employee only about $4,375,000 at 4% or $2,916,667 at 6%; with 50% employer match about $2,916,667 at 4% or $1,944,444 at 6%; with 100% employer match about $2,187,500 at 4% or $1,458,333 at 6%. |
| Financial Modeling LLC 401(K) Plan | - | 1 | $213,131 | $34,020 | $34,020iApproximate average salary by contribution assumption: employee only about $850,500 at 4% or $567,000 at 6%; with 50% employer match about $567,000 at 4% or $378,000 at 6%; with 100% employer match about $425,250 at 4% or $283,500 at 6%. |
| 2016 | 2 | 1 | $1,114,595 | $209,020 | $209,020iApproximate average salary by contribution assumption: employee only about $5,225,500 at 4% or $3,483,667 at 6%; with 50% employer match about $3,483,667 at 4% or $2,322,444 at 6%; with 100% employer match about $2,612,750 at 4% or $1,741,833 at 6%. |
| Financial Modeling LLC Defined Benefit Pension Plan | - | 1 | $942,399 | $175,000 | $175,000iApproximate average salary by contribution assumption: employee only about $4,375,000 at 4% or $2,916,667 at 6%; with 50% employer match about $2,916,667 at 4% or $1,944,444 at 6%; with 100% employer match about $2,187,500 at 4% or $1,458,333 at 6%. |
| Financial Modeling LLC 401(K) Plan | - | 1 | $172,196 | $34,020 | $34,020iApproximate average salary by contribution assumption: employee only about $850,500 at 4% or $567,000 at 6%; with 50% employer match about $567,000 at 4% or $378,000 at 6%; with 100% employer match about $425,250 at 4% or $283,500 at 6%. |
| 2015 | 2 | 1 | $847,993 | $229,020 | $229,020iApproximate average salary by contribution assumption: employee only about $5,725,500 at 4% or $3,817,000 at 6%; with 50% employer match about $3,817,000 at 4% or $2,544,667 at 6%; with 100% employer match about $2,862,750 at 4% or $1,908,500 at 6%. |
| Financial Modeling LLC Defined Benefit Pension Plan | - | 1 | $721,030 | $198,000 | $198,000iApproximate average salary by contribution assumption: employee only about $4,950,000 at 4% or $3,300,000 at 6%; with 50% employer match about $3,300,000 at 4% or $2,200,000 at 6%; with 100% employer match about $2,475,000 at 4% or $1,650,000 at 6%. |
| Financial Modeling LLC 401(K) Plan | - | 1 | $126,963 | $31,020 | $31,020iApproximate average salary by contribution assumption: employee only about $775,500 at 4% or $517,000 at 6%; with 50% employer match about $517,000 at 4% or $344,667 at 6%; with 100% employer match about $387,750 at 4% or $258,500 at 6%. |
| 2014 | 2 | 1 | $606,646 | $228,020 | $228,020iApproximate average salary by contribution assumption: employee only about $5,700,500 at 4% or $3,800,333 at 6%; with 50% employer match about $3,800,333 at 4% or $2,533,556 at 6%; with 100% employer match about $2,850,250 at 4% or $1,900,167 at 6%. |
| Financial Modeling LLC Defined Benefit Pension Plan | - | 1 | $511,603 | $198,000 | $198,000iApproximate average salary by contribution assumption: employee only about $4,950,000 at 4% or $3,300,000 at 6%; with 50% employer match about $3,300,000 at 4% or $2,200,000 at 6%; with 100% employer match about $2,475,000 at 4% or $1,650,000 at 6%. |
| Financial Modeling LLC 401(K) Plan | - | 1 | $95,043 | $30,020 | $30,020iApproximate average salary by contribution assumption: employee only about $750,500 at 4% or $500,333 at 6%; with 50% employer match about $500,333 at 4% or $333,556 at 6%; with 100% employer match about $375,250 at 4% or $250,167 at 6%. |
| 2013 | 2 | 1 | $368,887 | $211,020 | $211,020iApproximate average salary by contribution assumption: employee only about $5,275,500 at 4% or $3,517,000 at 6%; with 50% employer match about $3,517,000 at 4% or $2,344,667 at 6%; with 100% employer match about $2,637,750 at 4% or $1,758,500 at 6%. |
| Financial Modeling LLC Defined Benefit Pension Plan | - | 1 | $307,967 | $181,000 | $181,000iApproximate average salary by contribution assumption: employee only about $4,525,000 at 4% or $3,016,667 at 6%; with 50% employer match about $3,016,667 at 4% or $2,011,111 at 6%; with 100% employer match about $2,262,500 at 4% or $1,508,333 at 6%. |
| Financial Modeling LLC 401(K) Plan | - | 1 | $60,920 | $30,020 | $30,020iApproximate average salary by contribution assumption: employee only about $750,500 at 4% or $500,333 at 6%; with 50% employer match about $500,333 at 4% or $333,556 at 6%; with 100% employer match about $375,250 at 4% or $250,167 at 6%. |
| 2012 | 2 | 1 | $145,384 | $145,380 | $145,380iApproximate average salary by contribution assumption: employee only about $3,634,500 at 4% or $2,423,000 at 6%; with 50% employer match about $2,423,000 at 4% or $1,615,333 at 6%; with 100% employer match about $1,817,250 at 4% or $1,211,500 at 6%. |
| Financial Modeling LLC Defined Benefit Pension Plan | - | 1 | $115,203 | $115,200 | $115,200iApproximate average salary by contribution assumption: employee only about $2,880,000 at 4% or $1,920,000 at 6%; with 50% employer match about $1,920,000 at 4% or $1,280,000 at 6%; with 100% employer match about $1,440,000 at 4% or $960,000 at 6%. |
| Financial Modeling LLC 401(K) Plan | - | 1 | $30,181 | $30,180 | $30,180iApproximate average salary by contribution assumption: employee only about $754,500 at 4% or $503,000 at 6%; with 50% employer match about $503,000 at 4% or $335,333 at 6%; with 100% employer match about $377,250 at 4% or $251,500 at 6%. |