GPS Financial Management Inc
Plan context: GPS Financial Management Inc 401 K Profit Sharing Plan Trust
EIN 46-0865975 • Westborough, MA • 9 filings • 5 plans
Current Snapshot
Latest Year
2023
2023 Participants
2
2023 Assets
$1,669,662
2023 Contributions
$38,433
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 2 | $1,669,662 | $38,433 | $19,217iApproximate average salary by contribution assumption: employee only about $480,413 at 4% or $320,275 at 6%; with 50% employer match about $320,275 at 4% or $213,517 at 6%; with 100% employer match about $240,206 at 4% or $160,138 at 6%. |
| GPS Financial Management Inc 401 K Profit Sharing Plan Trust | - | 2 | $1,669,662 | $38,433 | $19,217iApproximate average salary by contribution assumption: employee only about $480,413 at 4% or $320,275 at 6%; with 50% employer match about $320,275 at 4% or $213,517 at 6%; with 100% employer match about $240,206 at 4% or $160,138 at 6%. |
| 2022 | 1 | 2 | $1,409,911 | $38,329 | $19,165iApproximate average salary by contribution assumption: employee only about $479,113 at 4% or $319,408 at 6%; with 50% employer match about $319,408 at 4% or $212,939 at 6%; with 100% employer match about $239,556 at 4% or $159,704 at 6%. |
| GPS Financial Management Inc 401 K Profit Sharing Plan Trust | - | 2 | $1,409,911 | $38,329 | $19,165iApproximate average salary by contribution assumption: employee only about $479,113 at 4% or $319,408 at 6%; with 50% employer match about $319,408 at 4% or $212,939 at 6%; with 100% employer match about $239,556 at 4% or $159,704 at 6%. |
| 2021 | 1 | 2 | $1,609,905 | $1,162,021 | $581,011iApproximate average salary by contribution assumption: employee only about $14,525,263 at 4% or $9,683,508 at 6%; with 50% employer match about $9,683,508 at 4% or $6,455,672 at 6%; with 100% employer match about $7,262,631 at 4% or $4,841,754 at 6%. |
| GPS Financial Management Inc 401 K Profit Sharing Plan Trust | - | 2 | $1,609,905 | $1,162,021 | $581,011iApproximate average salary by contribution assumption: employee only about $14,525,263 at 4% or $9,683,508 at 6%; with 50% employer match about $9,683,508 at 4% or $6,455,672 at 6%; with 100% employer match about $7,262,631 at 4% or $4,841,754 at 6%. |
| 2020 | 1 | 2 | $292,503 | $36,044 | $18,022iApproximate average salary by contribution assumption: employee only about $450,550 at 4% or $300,367 at 6%; with 50% employer match about $300,367 at 4% or $200,244 at 6%; with 100% employer match about $225,275 at 4% or $150,183 at 6%. |
| GPS Financial Management Inc 401 K Profit Sharing Plan Trust | - | 2 | $292,503 | $36,044 | $18,022iApproximate average salary by contribution assumption: employee only about $450,550 at 4% or $300,367 at 6%; with 50% employer match about $300,367 at 4% or $200,244 at 6%; with 100% employer match about $225,275 at 4% or $150,183 at 6%. |
| 2019 | 1 | 2 | $221,598 | $34,654 | $17,327iApproximate average salary by contribution assumption: employee only about $433,175 at 4% or $288,783 at 6%; with 50% employer match about $288,783 at 4% or $192,522 at 6%; with 100% employer match about $216,588 at 4% or $144,392 at 6%. |
| GPS Financial Management Inc 401 K Profit Sharing Plan Trust | - | 2 | $221,598 | $34,654 | $17,327iApproximate average salary by contribution assumption: employee only about $433,175 at 4% or $288,783 at 6%; with 50% employer match about $288,783 at 4% or $192,522 at 6%; with 100% employer match about $216,588 at 4% or $144,392 at 6%. |
| 2018 | 1 | 2 | $143,336 | $33,621 | $16,811iApproximate average salary by contribution assumption: employee only about $420,263 at 4% or $280,175 at 6%; with 50% employer match about $280,175 at 4% or $186,783 at 6%; with 100% employer match about $210,131 at 4% or $140,088 at 6%. |
| GPS Financial Management Inc 401 K Profit Sharing Plan Trust | - | 2 | $143,336 | $33,621 | $16,811iApproximate average salary by contribution assumption: employee only about $420,263 at 4% or $280,175 at 6%; with 50% employer match about $280,175 at 4% or $186,783 at 6%; with 100% employer match about $210,131 at 4% or $140,088 at 6%. |
| 2017 | 1 | 2 | $122,996 | $33,543 | $16,772iApproximate average salary by contribution assumption: employee only about $419,288 at 4% or $279,525 at 6%; with 50% employer match about $279,525 at 4% or $186,350 at 6%; with 100% employer match about $209,644 at 4% or $139,763 at 6%. |
| GPS Financial Management Inc 401 K Profit Sharing Plan Trust | - | 2 | $122,996 | $33,543 | $16,772iApproximate average salary by contribution assumption: employee only about $419,288 at 4% or $279,525 at 6%; with 50% employer match about $279,525 at 4% or $186,350 at 6%; with 100% employer match about $209,644 at 4% or $139,763 at 6%. |
| 2016 | 1 | 2 | $70,331 | $32,934 | $16,467iApproximate average salary by contribution assumption: employee only about $411,675 at 4% or $274,450 at 6%; with 50% employer match about $274,450 at 4% or $182,967 at 6%; with 100% employer match about $205,838 at 4% or $137,225 at 6%. |
| GPS Financial Management Inc 401 K Profit Sharing Plan Trust | - | 2 | $70,331 | $32,934 | $16,467iApproximate average salary by contribution assumption: employee only about $411,675 at 4% or $274,450 at 6%; with 50% employer match about $274,450 at 4% or $182,967 at 6%; with 100% employer match about $205,838 at 4% or $137,225 at 6%. |
| 2015 | 1 | 2 | $32,971 | $34,150 | $17,075iApproximate average salary by contribution assumption: employee only about $426,875 at 4% or $284,583 at 6%; with 50% employer match about $284,583 at 4% or $189,722 at 6%; with 100% employer match about $213,438 at 4% or $142,292 at 6%. |
| GPS Financial Management Inc 401 K Profit Sharing Plan Trust | - | 2 | $32,971 | $34,150 | $17,075iApproximate average salary by contribution assumption: employee only about $426,875 at 4% or $284,583 at 6%; with 50% employer match about $284,583 at 4% or $189,722 at 6%; with 100% employer match about $213,438 at 4% or $142,292 at 6%. |