Civic Intelligence

Fusion Family Wealth LLC

Plan context: Fusion Family Wealth LLC 401(K) Profit Sharing Plan

EIN 46-4069582 • 22 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$3,835,090

2024 Contributions

$372,747

Historical Graphs

Total Assets Over Time

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

$3,835,090$1,917,545$0201420192024YearValue
$3,835,090Latest year 2024

Participants Over Time

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

1260201420192024YearValue
8Latest year 2024

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
202428$3,835,090$372,747$46,593iApproximate average salary by contribution assumption: employee only about $1,164,834 at 4% or $776,556 at 6%; with 50% employer match about $776,556 at 4% or $517,704 at 6%; with 100% employer match about $582,417 at 4% or $388,278 at 6%.
Fusion Family Wealth LLC 401(K) Profit Sharing Plan-8$3,183,677$262,747$32,843iApproximate average salary by contribution assumption: employee only about $821,084 at 4% or $547,390 at 6%; with 50% employer match about $547,390 at 4% or $364,926 at 6%; with 100% employer match about $410,542 at 4% or $273,695 at 6%.
Ffw Cash Balance Plan-5$651,413$110,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
2023210$2,997,009$361,283$36,128iApproximate average salary by contribution assumption: employee only about $903,208 at 4% or $602,138 at 6%; with 50% employer match about $602,138 at 4% or $401,426 at 6%; with 100% employer match about $451,604 at 4% or $301,069 at 6%.
Fusion Family Wealth LLC 401(K) Profit Sharing Plan-10$2,534,323$251,283$25,128iApproximate average salary by contribution assumption: employee only about $628,208 at 4% or $418,805 at 6%; with 50% employer match about $418,805 at 4% or $279,203 at 6%; with 100% employer match about $314,104 at 4% or $209,403 at 6%.
Ffw Cash Balance Plan-5$462,686$110,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
202229$2,198,544$331,485$36,832iApproximate average salary by contribution assumption: employee only about $920,792 at 4% or $613,861 at 6%; with 50% employer match about $613,861 at 4% or $409,241 at 6%; with 100% employer match about $460,396 at 4% or $306,931 at 6%.
Fusion Family Wealth LLC 401(K) Profit Sharing Plan-9$1,882,013$221,485$24,609iApproximate average salary by contribution assumption: employee only about $615,236 at 4% or $410,157 at 6%; with 50% employer match about $410,157 at 4% or $273,438 at 6%; with 100% employer match about $307,618 at 4% or $205,079 at 6%.
Ffw Cash Balance Plan-5$316,531$110,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
2021210$2,268,339$312,791$31,279iApproximate average salary by contribution assumption: employee only about $781,978 at 4% or $521,318 at 6%; with 50% employer match about $521,318 at 4% or $347,546 at 6%; with 100% employer match about $390,989 at 4% or $260,659 at 6%.
Fusion Family Wealth LLC 401(K) Profit Sharing Plan-10$2,051,121$201,791$20,179iApproximate average salary by contribution assumption: employee only about $504,477 at 4% or $336,318 at 6%; with 50% employer match about $336,318 at 4% or $224,212 at 6%; with 100% employer match about $252,239 at 4% or $168,159 at 6%.
Ffw Cash Balance Plan-5$217,218$111,000$22,200iApproximate average salary by contribution assumption: employee only about $555,000 at 4% or $370,000 at 6%; with 50% employer match about $370,000 at 4% or $246,667 at 6%; with 100% employer match about $277,500 at 4% or $185,000 at 6%.
2020312$1,700,872$279,882$23,324iApproximate average salary by contribution assumption: employee only about $583,088 at 4% or $388,725 at 6%; with 50% employer match about $388,725 at 4% or $259,150 at 6%; with 100% employer match about $291,544 at 4% or $194,363 at 6%.
Fusion Family Wealth LLC 401(K) Profit Sharing Plan-12$1,595,872$174,882$14,574iApproximate average salary by contribution assumption: employee only about $364,338 at 4% or $242,892 at 6%; with 50% employer match about $242,892 at 4% or $161,928 at 6%; with 100% employer match about $182,169 at 4% or $121,446 at 6%.
Ffw Cash Balance Plan-5$105,000$105,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
Fusion Family Wealth LLC Cash Balance Plan-0---
201929$1,730,563$272,689$30,299iApproximate average salary by contribution assumption: employee only about $757,469 at 4% or $504,980 at 6%; with 50% employer match about $504,980 at 4% or $336,653 at 6%; with 100% employer match about $378,735 at 4% or $252,490 at 6%.
Fusion Family Wealth LLC 401(K) Profit Sharing Plan-9$1,158,507$173,689$19,299iApproximate average salary by contribution assumption: employee only about $482,469 at 4% or $321,646 at 6%; with 50% employer match about $321,646 at 4% or $214,431 at 6%; with 100% employer match about $241,235 at 4% or $160,823 at 6%.
Fusion Family Wealth LLC Cash Balance Plan-5$572,056$99,000$19,800iApproximate average salary by contribution assumption: employee only about $495,000 at 4% or $330,000 at 6%; with 50% employer match about $330,000 at 4% or $220,000 at 6%; with 100% employer match about $247,500 at 4% or $165,000 at 6%.
2018211$1,219,084$270,479$24,589iApproximate average salary by contribution assumption: employee only about $614,725 at 4% or $409,817 at 6%; with 50% employer match about $409,817 at 4% or $273,211 at 6%; with 100% employer match about $307,363 at 4% or $204,908 at 6%.
Fusion Family Wealth LLC 401(K) Profit Sharing Plan-11$804,154$164,124$14,920iApproximate average salary by contribution assumption: employee only about $373,009 at 4% or $248,673 at 6%; with 50% employer match about $248,673 at 4% or $165,782 at 6%; with 100% employer match about $186,505 at 4% or $124,336 at 6%.
Fusion Family Wealth LLC Cash Balance Plan-5$414,930$106,355$21,271iApproximate average salary by contribution assumption: employee only about $531,775 at 4% or $354,517 at 6%; with 50% employer match about $354,517 at 4% or $236,344 at 6%; with 100% employer match about $265,888 at 4% or $177,258 at 6%.
201729$1,012,982$254,530$28,281iApproximate average salary by contribution assumption: employee only about $707,028 at 4% or $471,352 at 6%; with 50% employer match about $471,352 at 4% or $314,235 at 6%; with 100% employer match about $353,514 at 4% or $235,676 at 6%.
Fusion Family Wealth LLC 401(K) Profit Sharing Plan-9$686,829$153,030$17,003iApproximate average salary by contribution assumption: employee only about $425,083 at 4% or $283,389 at 6%; with 50% employer match about $283,389 at 4% or $188,926 at 6%; with 100% employer match about $212,542 at 4% or $141,694 at 6%.
Fusion Family Wealth LLC Cash Balance Plan-4$326,153$101,500$25,375iApproximate average salary by contribution assumption: employee only about $634,375 at 4% or $422,917 at 6%; with 50% employer match about $422,917 at 4% or $281,944 at 6%; with 100% employer match about $317,188 at 4% or $211,458 at 6%.
2016211$658,541$375,525$34,139iApproximate average salary by contribution assumption: employee only about $853,466 at 4% or $568,977 at 6%; with 50% employer match about $568,977 at 4% or $379,318 at 6%; with 100% employer match about $426,733 at 4% or $284,489 at 6%.
Fusion Family Wealth LLC 401(K) Profit Sharing Plan-11$450,061$277,525$25,230iApproximate average salary by contribution assumption: employee only about $630,739 at 4% or $420,492 at 6%; with 50% employer match about $420,492 at 4% or $280,328 at 6%; with 100% employer match about $315,369 at 4% or $210,246 at 6%.
Fusion Family Wealth LLC Cash Balance Plan-4$208,480$98,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
201529$267,424$254,836$28,315iApproximate average salary by contribution assumption: employee only about $707,878 at 4% or $471,919 at 6%; with 50% employer match about $471,919 at 4% or $314,612 at 6%; with 100% employer match about $353,939 at 4% or $235,959 at 6%.
Fusion Family Wealth LLC 401(K) Profit Sharing Plan-9$157,424$144,836$16,093iApproximate average salary by contribution assumption: employee only about $402,322 at 4% or $268,215 at 6%; with 50% employer match about $268,215 at 4% or $178,810 at 6%; with 100% employer match about $201,161 at 4% or $134,107 at 6%.
Fusion Family Wealth LLC Cash Balance Plan-4$110,000$110,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
201415$13,485$13,467$2,693iApproximate average salary by contribution assumption: employee only about $67,335 at 4% or $44,890 at 6%; with 50% employer match about $44,890 at 4% or $29,927 at 6%; with 100% employer match about $33,668 at 4% or $22,445 at 6%.
Fusion Family Wealth LLC 401(K) Profit Sharing Plan-5$13,485$13,467$2,693iApproximate average salary by contribution assumption: employee only about $67,335 at 4% or $44,890 at 6%; with 50% employer match about $44,890 at 4% or $29,927 at 6%; with 100% employer match about $33,668 at 4% or $22,445 at 6%.