Civic Intelligence

Team Financial Management Systems

Plan context: Team Financial Management Systems 401K Plan

EIN 47-0724913 • Omaha, NE • 38 filings • 8 plans

407 S 27th AveOmaha, NE 68131-3609
Current Snapshot

Latest Year

2020

2020 Participants

154

2020 Assets

$33,547,512

2020 Contributions

$1,565,130

Historical Graphs

Total Assets Over Time

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

$75,234,443$37,617,222$0199920112020YearValue
$33,547,512Latest year 2020

Participants Over Time

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

154770199920102020YearValue
154Latest year 2020

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
20201154$33,547,512$1,565,130$10,163iApproximate average salary by contribution assumption: employee only about $254,080 at 4% or $169,386 at 6%; with 50% employer match about $169,386 at 4% or $112,924 at 6%; with 100% employer match about $127,040 at 4% or $84,693 at 6%.
Team Financial Management Systems 401K Plan-154$33,547,512$1,565,130$10,163iApproximate average salary by contribution assumption: employee only about $254,080 at 4% or $169,386 at 6%; with 50% employer match about $169,386 at 4% or $112,924 at 6%; with 100% employer match about $127,040 at 4% or $84,693 at 6%.
20192151$32,291,541$25,934,698$171,753iApproximate average salary by contribution assumption: employee only about $4,293,824 at 4% or $2,862,549 at 6%; with 50% employer match about $2,862,549 at 4% or $1,908,366 at 6%; with 100% employer match about $2,146,912 at 4% or $1,431,275 at 6%.
Team Financial Management Systems 401K Plan-151$32,291,541$25,934,698$171,753iApproximate average salary by contribution assumption: employee only about $4,293,824 at 4% or $2,862,549 at 6%; with 50% employer match about $2,862,549 at 4% or $1,908,366 at 6%; with 100% employer match about $2,146,912 at 4% or $1,431,275 at 6%.
Team Financial Management Systems Inc. Employee Stock Ownership Plan-0---
20182132$75,234,443$3,466,908$26,264iApproximate average salary by contribution assumption: employee only about $656,611 at 4% or $437,741 at 6%; with 50% employer match about $437,741 at 4% or $291,827 at 6%; with 100% employer match about $328,306 at 4% or $218,870 at 6%.
Team Financial Management Systems Inc. Employee Stock Ownership Plan-0$67,995,439$2,047,168-
Team Financial Management Systems 401K Plan-132$7,239,004$1,419,740$10,756iApproximate average salary by contribution assumption: employee only about $268,890 at 4% or $179,260 at 6%; with 50% employer match about $179,260 at 4% or $119,507 at 6%; with 100% employer match about $134,445 at 4% or $89,630 at 6%.
20173125$37,635,874$1,272,922$10,183iApproximate average salary by contribution assumption: employee only about $254,584 at 4% or $169,723 at 6%; with 50% employer match about $169,723 at 4% or $113,149 at 6%; with 100% employer match about $127,292 at 4% or $84,861 at 6%.
Team Financial Management Systems Inc. Employee Stock Ownership Plan-114$30,917,837$384,051$3,369iApproximate average salary by contribution assumption: employee only about $84,222 at 4% or $56,148 at 6%; with 50% employer match about $56,148 at 4% or $37,432 at 6%; with 100% employer match about $42,111 at 4% or $28,074 at 6%.
Team Financial Management Systems 401K Plan-111$6,718,037$888,871$8,008iApproximate average salary by contribution assumption: employee only about $200,196 at 4% or $133,464 at 6%; with 50% employer match about $133,464 at 4% or $88,976 at 6%; with 100% employer match about $100,098 at 4% or $66,732 at 6%.
Team Software Employee Benefit Plan-125---
20163108$33,237,927$2,225,922$20,610iApproximate average salary by contribution assumption: employee only about $515,260 at 4% or $343,506 at 6%; with 50% employer match about $343,506 at 4% or $229,004 at 6%; with 100% employer match about $257,630 at 4% or $171,753 at 6%.
Team Financial Management Systems 401K Plan-108$28,101,003$1,355,118$12,547iApproximate average salary by contribution assumption: employee only about $313,685 at 4% or $209,123 at 6%; with 50% employer match about $209,123 at 4% or $139,415 at 6%; with 100% employer match about $156,842 at 4% or $104,562 at 6%.
Team Financial Management Systems 401K Plan-95$5,136,924$870,804$9,166iApproximate average salary by contribution assumption: employee only about $229,159 at 4% or $152,773 at 6%; with 50% employer match about $152,773 at 4% or $101,848 at 6%; with 100% employer match about $114,579 at 4% or $76,386 at 6%.
Team Software Employee Benefit Plan-91---
20152104$32,645,113$1,987,968$19,115iApproximate average salary by contribution assumption: employee only about $477,877 at 4% or $318,585 at 6%; with 50% employer match about $318,585 at 4% or $212,390 at 6%; with 100% employer match about $238,938 at 4% or $159,292 at 6%.
Team Financial Management Systems Inc. Employee Stock Ownership Plan-104$28,597,117$1,282,710$12,334iApproximate average salary by contribution assumption: employee only about $308,344 at 4% or $205,563 at 6%; with 50% employer match about $205,563 at 4% or $137,042 at 6%; with 100% employer match about $154,172 at 4% or $102,781 at 6%.
Team Financial Management Systems 401K Plan-89$4,047,996$705,258$7,924iApproximate average salary by contribution assumption: employee only about $198,106 at 4% or $132,071 at 6%; with 50% employer match about $132,071 at 4% or $88,047 at 6%; with 100% employer match about $99,053 at 4% or $66,035 at 6%.
2014294$27,765,824$2,464,373$26,217iApproximate average salary by contribution assumption: employee only about $655,418 at 4% or $436,946 at 6%; with 50% employer match about $436,946 at 4% or $291,297 at 6%; with 100% employer match about $327,709 at 4% or $218,473 at 6%.
Team Financial Management Systems Inc. Employee Stock Ownership Plan-94$24,024,798$1,730,368$18,408iApproximate average salary by contribution assumption: employee only about $460,204 at 4% or $306,803 at 6%; with 50% employer match about $306,803 at 4% or $204,535 at 6%; with 100% employer match about $230,102 at 4% or $153,401 at 6%.
Team Financial Management Systems 401K Plan-81$3,741,026$734,005$9,062iApproximate average salary by contribution assumption: employee only about $226,545 at 4% or $151,030 at 6%; with 50% employer match about $151,030 at 4% or $100,687 at 6%; with 100% employer match about $113,272 at 4% or $75,515 at 6%.
2013278$25,421,494$1,656,402$21,236iApproximate average salary by contribution assumption: employee only about $530,898 at 4% or $353,932 at 6%; with 50% employer match about $353,932 at 4% or $235,955 at 6%; with 100% employer match about $265,449 at 4% or $176,966 at 6%.
Team Financial Management Systems Inc. Employee Stock Ownership Plan-78$22,200,348$1,170,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Team Financial Management Systems 401K Plan-62$3,221,146$486,402$7,845iApproximate average salary by contribution assumption: employee only about $196,130 at 4% or $130,753 at 6%; with 50% employer match about $130,753 at 4% or $87,169 at 6%; with 100% employer match about $98,065 at 4% or $65,377 at 6%.
2012263$22,270,033$1,360,240$21,591iApproximate average salary by contribution assumption: employee only about $539,778 at 4% or $359,852 at 6%; with 50% employer match about $359,852 at 4% or $239,901 at 6%; with 100% employer match about $269,889 at 4% or $179,926 at 6%.
Team Financial Management Systems Inc. Employee Stock Ownership Plan-63$20,006,791$1,055,000$16,746iApproximate average salary by contribution assumption: employee only about $418,651 at 4% or $279,101 at 6%; with 50% employer match about $279,101 at 4% or $186,067 at 6%; with 100% employer match about $209,325 at 4% or $139,550 at 6%.
Team Financial Management Systems 401K Plan-42$2,263,242$305,240$7,268iApproximate average salary by contribution assumption: employee only about $181,690 at 4% or $121,127 at 6%; with 50% employer match about $121,127 at 4% or $80,751 at 6%; with 100% employer match about $90,845 at 4% or $60,563 at 6%.
2011256$21,808,651$1,144,170$20,432iApproximate average salary by contribution assumption: employee only about $510,790 at 4% or $340,527 at 6%; with 50% employer match about $340,527 at 4% or $227,018 at 6%; with 100% employer match about $255,395 at 4% or $170,263 at 6%.
Team Financial Management Systems Inc. Employee Stock Ownership Plan-56$19,950,879$900,000$16,071iApproximate average salary by contribution assumption: employee only about $401,786 at 4% or $267,857 at 6%; with 50% employer match about $267,857 at 4% or $178,571 at 6%; with 100% employer match about $200,893 at 4% or $133,929 at 6%.
Team Financial Management Systems 401K Plan-38$1,857,772$244,170$6,426iApproximate average salary by contribution assumption: employee only about $160,638 at 4% or $107,092 at 6%; with 50% employer match about $107,092 at 4% or $71,395 at 6%; with 100% employer match about $80,319 at 4% or $53,546 at 6%.
2010249$19,859,083$998,761$20,383iApproximate average salary by contribution assumption: employee only about $509,572 at 4% or $339,715 at 6%; with 50% employer match about $339,715 at 4% or $226,476 at 6%; with 100% employer match about $254,786 at 4% or $169,857 at 6%.
Team Financial Management Systems Inc. Employee Stock Ownership Plan-49$18,118,082$800,000$16,327iApproximate average salary by contribution assumption: employee only about $408,163 at 4% or $272,109 at 6%; with 50% employer match about $272,109 at 4% or $181,406 at 6%; with 100% employer match about $204,082 at 4% or $136,054 at 6%.
Team Financial Management Systems 401K Plan-33$1,741,001$198,761$6,023iApproximate average salary by contribution assumption: employee only about $150,577 at 4% or $100,384 at 6%; with 50% employer match about $100,384 at 4% or $66,923 at 6%; with 100% employer match about $75,288 at 4% or $50,192 at 6%.
2009243$18,367,673$903,644$21,015iApproximate average salary by contribution assumption: employee only about $525,374 at 4% or $350,250 at 6%; with 50% employer match about $350,250 at 4% or $233,500 at 6%; with 100% employer match about $262,687 at 4% or $175,125 at 6%.
Team Financial Management Systems Inc. Employee Stock Ownership Plan-43$17,036,226$715,000$16,628iApproximate average salary by contribution assumption: employee only about $415,698 at 4% or $277,132 at 6%; with 50% employer match about $277,132 at 4% or $184,755 at 6%; with 100% employer match about $207,849 at 4% or $138,566 at 6%.
Team Financial Management Systems 401K Plan-33$1,331,447$188,644$5,716iApproximate average salary by contribution assumption: employee only about $142,912 at 4% or $95,275 at 6%; with 50% employer match about $95,275 at 4% or $63,516 at 6%; with 100% employer match about $71,456 at 4% or $47,637 at 6%.
2008239$15,816,200$847,127$21,721iApproximate average salary by contribution assumption: employee only about $543,030 at 4% or $362,020 at 6%; with 50% employer match about $362,020 at 4% or $241,347 at 6%; with 100% employer match about $271,515 at 4% or $181,010 at 6%.
Team Financial Management Systems Inc. Employee Stock Ownership Plan-39$14,947,368$700,000$17,949iApproximate average salary by contribution assumption: employee only about $448,718 at 4% or $299,145 at 6%; with 50% employer match about $299,145 at 4% or $199,430 at 6%; with 100% employer match about $224,359 at 4% or $149,573 at 6%.
Team Financial Management Systems 401K Plan-39$868,832$147,127$3,772iApproximate average salary by contribution assumption: employee only about $94,312 at 4% or $62,875 at 6%; with 50% employer match about $62,875 at 4% or $41,917 at 6%; with 100% employer match about $47,156 at 4% or $31,437 at 6%.
2007235$2,970,211$785,624$22,446iApproximate average salary by contribution assumption: employee only about $561,160 at 4% or $374,107 at 6%; with 50% employer match about $374,107 at 4% or $249,404 at 6%; with 100% employer match about $280,580 at 4% or $187,053 at 6%.
Team Financial Management Systems Inc. Employee Stock Ownership Plan-35$1,773,069$685,000$19,571iApproximate average salary by contribution assumption: employee only about $489,286 at 4% or $326,190 at 6%; with 50% employer match about $326,190 at 4% or $217,460 at 6%; with 100% employer match about $244,643 at 4% or $163,095 at 6%.
Team Financial Management Systems 401K Plan-35$1,197,142$100,624$2,875iApproximate average salary by contribution assumption: employee only about $71,874 at 4% or $47,916 at 6%; with 50% employer match about $47,916 at 4% or $31,944 at 6%; with 100% employer match about $35,937 at 4% or $23,958 at 6%.
2006233$1,608,272$664,043$20,123iApproximate average salary by contribution assumption: employee only about $503,063 at 4% or $335,375 at 6%; with 50% employer match about $335,375 at 4% or $223,584 at 6%; with 100% employer match about $251,531 at 4% or $167,688 at 6%.
Team Financial Management Systems 401K Plan-33$1,036,272$92,043$2,789iApproximate average salary by contribution assumption: employee only about $69,730 at 4% or $46,486 at 6%; with 50% employer match about $46,486 at 4% or $30,991 at 6%; with 100% employer match about $34,865 at 4% or $23,243 at 6%.
Team Financial Management Systems Inc. Employee Stock Ownership Plan-33$572,000$572,000$17,333iApproximate average salary by contribution assumption: employee only about $433,333 at 4% or $288,889 at 6%; with 50% employer match about $288,889 at 4% or $192,593 at 6%; with 100% employer match about $216,667 at 4% or $144,444 at 6%.
2005232$855,630$137,938$4,311iApproximate average salary by contribution assumption: employee only about $107,764 at 4% or $71,843 at 6%; with 50% employer match about $71,843 at 4% or $47,895 at 6%; with 100% employer match about $53,882 at 4% or $35,921 at 6%.
Team Financial Management Systems 401K Plan-32$855,630$137,938$4,311iApproximate average salary by contribution assumption: employee only about $107,764 at 4% or $71,843 at 6%; with 50% employer match about $71,843 at 4% or $47,895 at 6%; with 100% employer match about $53,882 at 4% or $35,921 at 6%.
Team Financial Management Systems Inc. Employee Stock Ownership Plan-31---
2004126$692,678$128,773$4,953iApproximate average salary by contribution assumption: employee only about $123,820 at 4% or $82,547 at 6%; with 50% employer match about $82,547 at 4% or $55,031 at 6%; with 100% employer match about $61,910 at 4% or $41,273 at 6%.
Team Financial Management Systems 401K Plan-26$692,678$128,773$4,953iApproximate average salary by contribution assumption: employee only about $123,820 at 4% or $82,547 at 6%; with 50% employer match about $82,547 at 4% or $55,031 at 6%; with 100% employer match about $61,910 at 4% or $41,273 at 6%.
2003125$514,307$89,855$3,594iApproximate average salary by contribution assumption: employee only about $89,855 at 4% or $59,903 at 6%; with 50% employer match about $59,903 at 4% or $39,936 at 6%; with 100% employer match about $44,928 at 4% or $29,952 at 6%.
Team Financial Management Systems 401K Plan-25$514,307$89,855$3,594iApproximate average salary by contribution assumption: employee only about $89,855 at 4% or $59,903 at 6%; with 50% employer match about $59,903 at 4% or $39,936 at 6%; with 100% employer match about $44,928 at 4% or $29,952 at 6%.
2002123$348,638$71,989$3,130iApproximate average salary by contribution assumption: employee only about $78,249 at 4% or $52,166 at 6%; with 50% employer match about $52,166 at 4% or $34,777 at 6%; with 100% employer match about $39,124 at 4% or $26,083 at 6%.
Team Financial Management Systems 401K Plan-23$348,638$71,989$3,130iApproximate average salary by contribution assumption: employee only about $78,249 at 4% or $52,166 at 6%; with 50% employer match about $52,166 at 4% or $34,777 at 6%; with 100% employer match about $39,124 at 4% or $26,083 at 6%.
2001124$0$0-
Team Financial Management Systems 401K Plan-24---
1999120$439,724$111,639$5,582iApproximate average salary by contribution assumption: employee only about $139,549 at 4% or $93,033 at 6%; with 50% employer match about $93,033 at 4% or $62,022 at 6%; with 100% employer match about $69,774 at 4% or $46,516 at 6%.
Team Financial Management Systems 401K Plan-20$439,724$111,639$5,582iApproximate average salary by contribution assumption: employee only about $139,549 at 4% or $93,033 at 6%; with 50% employer match about $93,033 at 4% or $62,022 at 6%; with 100% employer match about $69,774 at 4% or $46,516 at 6%.