FOUNDATION REALTY GROUP
Plan context: FOUNDATION REALTY GROUP CASH BALANCE PLAN
EIN 46-1230590 • Orange Park, FL • 13 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
10
2025 Assets
$398,462
2025 Contributions
$169,849
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 10 | $398,462 | $0 | - |
| FOUNDATION REALTY GROUP CASH BALANCE PLAN | - | 10 | $398,462 | $0 | - |
| 2024 | 2 | 12 | $1,036,789 | $169,849 | $14,154iApproximate average salary by contribution assumption: employee only about $353,852 at 4% or $235,901 at 6%; with 50% employer match about $235,901 at 4% or $157,268 at 6%; with 100% employer match about $176,926 at 4% or $117,951 at 6%. |
| FOUNDATION REALTY GROUP 401(K) PLAN | - | 12 | $654,352 | $146,357 | $12,196iApproximate average salary by contribution assumption: employee only about $304,910 at 4% or $203,274 at 6%; with 50% employer match about $203,274 at 4% or $135,516 at 6%; with 100% employer match about $152,455 at 4% or $101,637 at 6%. |
| FOUNDATION REALTY GROUP CASH BALANCE PLAN | - | 10 | $382,437 | $23,492 | $2,349iApproximate average salary by contribution assumption: employee only about $58,730 at 4% or $39,153 at 6%; with 50% employer match about $39,153 at 4% or $26,102 at 6%; with 100% employer match about $29,365 at 4% or $19,577 at 6%. |
| 2023 | 2 | 11 | $760,070 | $157,923 | $14,357iApproximate average salary by contribution assumption: employee only about $358,916 at 4% or $239,277 at 6%; with 50% employer match about $239,277 at 4% or $159,518 at 6%; with 100% employer match about $179,458 at 4% or $119,639 at 6%. |
| FOUNDATION REALTY GROUP 401(K) PLAN | - | 11 | $426,278 | $157,923 | $14,357iApproximate average salary by contribution assumption: employee only about $358,916 at 4% or $239,277 at 6%; with 50% employer match about $239,277 at 4% or $159,518 at 6%; with 100% employer match about $179,458 at 4% or $119,639 at 6%. |
| FOUNDATION REALTY GROUP CASH BALANCE PLAN | - | 10 | $333,792 | $0 | - |
| 2022 | 2 | 10 | $604,429 | $178,265 | $17,827iApproximate average salary by contribution assumption: employee only about $445,663 at 4% or $297,108 at 6%; with 50% employer match about $297,108 at 4% or $198,072 at 6%; with 100% employer match about $222,831 at 4% or $148,554 at 6%. |
| FOUNDATION REALTY GROUP CASH BALANCE PLAN | - | 9 | $310,714 | $36,763 | $4,085iApproximate average salary by contribution assumption: employee only about $102,119 at 4% or $68,080 at 6%; with 50% employer match about $68,080 at 4% or $45,386 at 6%; with 100% employer match about $51,060 at 4% or $34,040 at 6%. |
| FOUNDATION REALTY GROUP 401(K) PLAN | - | 10 | $293,715 | $141,502 | $14,150iApproximate average salary by contribution assumption: employee only about $353,755 at 4% or $235,837 at 6%; with 50% employer match about $235,837 at 4% or $157,224 at 6%; with 100% employer match about $176,878 at 4% or $117,918 at 6%. |
| 2021 | 2 | 10 | $446,147 | $161,354 | $16,135iApproximate average salary by contribution assumption: employee only about $403,385 at 4% or $268,923 at 6%; with 50% employer match about $268,923 at 4% or $179,282 at 6%; with 100% employer match about $201,693 at 4% or $134,462 at 6%. |
| FOUNDATION REALTY GROUP CASH BALANCE PLAN | - | 9 | $281,218 | $52,485 | $5,832iApproximate average salary by contribution assumption: employee only about $145,792 at 4% or $97,194 at 6%; with 50% employer match about $97,194 at 4% or $64,796 at 6%; with 100% employer match about $72,896 at 4% or $48,597 at 6%. |
| FOUNDATION REALTY GROUP 401(K) PLAN | - | 10 | $164,929 | $108,869 | $10,887iApproximate average salary by contribution assumption: employee only about $272,173 at 4% or $181,448 at 6%; with 50% employer match about $181,448 at 4% or $120,966 at 6%; with 100% employer match about $136,086 at 4% or $90,724 at 6%. |
| 2020 | 2 | 8 | $253,200 | $41,343 | $5,168iApproximate average salary by contribution assumption: employee only about $129,197 at 4% or $86,131 at 6%; with 50% employer match about $86,131 at 4% or $57,421 at 6%; with 100% employer match about $64,598 at 4% or $43,066 at 6%. |
| FOUNDATION REALTY GROUP CASH BALANCE PLAN | - | 6 | $195,762 | $0 | - |
| FOUNDATION REALTY GROUP 401(K) PLAN | - | 8 | $57,438 | $41,343 | $5,168iApproximate average salary by contribution assumption: employee only about $129,197 at 4% or $86,131 at 6%; with 50% employer match about $86,131 at 4% or $57,421 at 6%; with 100% employer match about $64,598 at 4% or $43,066 at 6%. |
| 2019 | 2 | 5 | $193,436 | $54,072 | $10,814iApproximate average salary by contribution assumption: employee only about $270,360 at 4% or $180,240 at 6%; with 50% employer match about $180,240 at 4% or $120,160 at 6%; with 100% employer match about $135,180 at 4% or $90,120 at 6%. |
| FOUNDATION REALTY GROUP CASH BALANCE PLAN | - | 5 | $179,102 | $39,735 | $7,947iApproximate average salary by contribution assumption: employee only about $198,675 at 4% or $132,450 at 6%; with 50% employer match about $132,450 at 4% or $88,300 at 6%; with 100% employer match about $99,338 at 4% or $66,225 at 6%. |
| FOUNDATION REALTY GROUP 401(K) PLAN | - | 5 | $14,334 | $14,337 | $2,867iApproximate average salary by contribution assumption: employee only about $71,685 at 4% or $47,790 at 6%; with 50% employer match about $47,790 at 4% or $31,860 at 6%; with 100% employer match about $35,843 at 4% or $23,895 at 6%. |