Civic Intelligence

Financial Resources Grp Inv Svcs

Plan context: Financial Resources Grp Inv Svcs Profit Sharing Plan & Trust

EIN 46-4489444 • 17 filings • 4 plans

Current Snapshot

Latest Year

2024

2024 Participants

212

2024 Assets

$24,539,417

2024 Contributions

$3,969,798

Historical Graphs

Total Assets Over Time

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

$24,539,417$12,269,709$0201520202024YearValue
$24,539,417Latest year 2024

Participants Over Time

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

2151080201520202024YearValue
212Latest 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
20242212$24,539,417$3,969,798$18,725iApproximate average salary by contribution assumption: employee only about $468,137 at 4% or $312,091 at 6%; with 50% employer match about $312,091 at 4% or $208,061 at 6%; with 100% employer match about $234,068 at 4% or $156,046 at 6%.
Financial Resources Grp Inv Svcs Profit Sharing Plan & Trust-201$24,539,417$3,969,798$19,750iApproximate average salary by contribution assumption: employee only about $493,756 at 4% or $329,171 at 6%; with 50% employer match about $329,171 at 4% or $219,447 at 6%; with 100% employer match about $246,878 at 4% or $164,585 at 6%.
Financial Resources Group Investment Services LLC Plan-212---
20232210$20,236,393$3,226,385$15,364iApproximate average salary by contribution assumption: employee only about $384,093 at 4% or $256,062 at 6%; with 50% employer match about $256,062 at 4% or $170,708 at 6%; with 100% employer match about $192,047 at 4% or $128,031 at 6%.
Financial Resources Grp Inv Svcs Profit Sharing Plan & Trust-203$20,236,393$3,226,385$15,894iApproximate average salary by contribution assumption: employee only about $397,338 at 4% or $264,892 at 6%; with 50% employer match about $264,892 at 4% or $176,595 at 6%; with 100% employer match about $198,669 at 4% or $132,446 at 6%.
Financial Resources Group Investment Services LLC Plan-210---
20222215$15,748,765$2,568,080$11,945iApproximate average salary by contribution assumption: employee only about $298,614 at 4% or $199,076 at 6%; with 50% employer match about $199,076 at 4% or $132,717 at 6%; with 100% employer match about $149,307 at 4% or $99,538 at 6%.
Financial Resources Grp Inv Svcs Profit Sharing Plan & Trust-215$15,748,765$2,568,080$11,945iApproximate average salary by contribution assumption: employee only about $298,614 at 4% or $199,076 at 6%; with 50% employer match about $199,076 at 4% or $132,717 at 6%; with 100% employer match about $149,307 at 4% or $99,538 at 6%.
Financial Resources Group Investment Services LLC Plan-206---
20212149$17,132,994$1,908,101$12,806iApproximate average salary by contribution assumption: employee only about $320,151 at 4% or $213,434 at 6%; with 50% employer match about $213,434 at 4% or $142,289 at 6%; with 100% employer match about $160,076 at 4% or $106,717 at 6%.
Financial Resources Grp Inv Svcs Profit Sharing Plan & Trust-149$17,132,994$1,908,101$12,806iApproximate average salary by contribution assumption: employee only about $320,151 at 4% or $213,434 at 6%; with 50% employer match about $213,434 at 4% or $142,289 at 6%; with 100% employer match about $160,076 at 4% or $106,717 at 6%.
Financial Resources Group Investment Services LLC Plan-113---
20202155$14,650,624$2,032,047$13,110iApproximate average salary by contribution assumption: employee only about $327,750 at 4% or $218,500 at 6%; with 50% employer match about $218,500 at 4% or $145,666 at 6%; with 100% employer match about $163,875 at 4% or $109,250 at 6%.
Financial Resources Grp Inv Svcs Profit Sharing Plan & Trust-146$14,650,624$2,032,047$13,918iApproximate average salary by contribution assumption: employee only about $347,953 at 4% or $231,969 at 6%; with 50% employer match about $231,969 at 4% or $154,646 at 6%; with 100% employer match about $173,977 at 4% or $115,984 at 6%.
Financial Resources Group Investment Services LLC Plan-155---
20192149$11,909,356$1,554,080$10,430iApproximate average salary by contribution assumption: employee only about $260,752 at 4% or $173,834 at 6%; with 50% employer match about $173,834 at 4% or $115,890 at 6%; with 100% employer match about $130,376 at 4% or $86,917 at 6%.
Financial Resources Grp Inv Svcs Profit Sharing Plan & Trust-149$11,909,356$1,554,080$10,430iApproximate average salary by contribution assumption: employee only about $260,752 at 4% or $173,834 at 6%; with 50% employer match about $173,834 at 4% or $115,890 at 6%; with 100% employer match about $130,376 at 4% or $86,917 at 6%.
Financial Resources Group Investment Services LLC Plan-118---
20182167$10,198,833$1,607,358$9,625iApproximate average salary by contribution assumption: employee only about $240,622 at 4% or $160,415 at 6%; with 50% employer match about $160,415 at 4% or $106,943 at 6%; with 100% employer match about $120,311 at 4% or $80,207 at 6%.
Financial Resources Grp Inv Svcs Profit Sharing Plan & Trust-167$10,198,833$1,607,358$9,625iApproximate average salary by contribution assumption: employee only about $240,622 at 4% or $160,415 at 6%; with 50% employer match about $160,415 at 4% or $106,943 at 6%; with 100% employer match about $120,311 at 4% or $80,207 at 6%.
Financial Resources Group Investment Services LLC Plan-145---
20171137$10,524,088$1,266,256$9,243iApproximate average salary by contribution assumption: employee only about $231,069 at 4% or $154,046 at 6%; with 50% employer match about $154,046 at 4% or $102,697 at 6%; with 100% employer match about $115,534 at 4% or $77,023 at 6%.
Financial Resources Grp Inv Svcs Profit Sharing Plan & Trust-137$10,524,088$1,266,256$9,243iApproximate average salary by contribution assumption: employee only about $231,069 at 4% or $154,046 at 6%; with 50% employer match about $154,046 at 4% or $102,697 at 6%; with 100% employer match about $115,534 at 4% or $77,023 at 6%.
20161151$8,281,056$1,013,472$6,712iApproximate average salary by contribution assumption: employee only about $167,793 at 4% or $111,862 at 6%; with 50% employer match about $111,862 at 4% or $74,575 at 6%; with 100% employer match about $83,897 at 4% or $55,931 at 6%.
Financial Resources Grp Inv Svcs Profit Sharing Plan & Trust-151$8,281,056$1,013,472$6,712iApproximate average salary by contribution assumption: employee only about $167,793 at 4% or $111,862 at 6%; with 50% employer match about $111,862 at 4% or $74,575 at 6%; with 100% employer match about $83,897 at 4% or $55,931 at 6%.
20151152$6,987,847$1,222,308$8,042iApproximate average salary by contribution assumption: employee only about $201,038 at 4% or $134,025 at 6%; with 50% employer match about $134,025 at 4% or $89,350 at 6%; with 100% employer match about $100,519 at 4% or $67,013 at 6%.
Financial Resources Grp Inv Svcs Profit Sharing Plan & Trust-152$6,987,847$1,222,308$8,042iApproximate average salary by contribution assumption: employee only about $201,038 at 4% or $134,025 at 6%; with 50% employer match about $134,025 at 4% or $89,350 at 6%; with 100% employer match about $100,519 at 4% or $67,013 at 6%.