Financial Specialty Risk Management Inc.
Plan context: Financial Specialty Retirement Plan
EIN 47-0926435 • Dallas, TX • 6 filings • 1 plans
Current Snapshot
Latest Year
2009
2009 Participants
2
2009 Assets
$283,574
2009 Contributions
$31,000
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 |
|---|---|---|---|---|---|
| 2009 | 1 | 0 | $0 | $0 | - |
| Financial Specialty Retirement Plan | - | - | - | - | - |
| 2008 | 1 | 2 | $283,574 | $31,000 | $15,500iApproximate average salary by contribution assumption: employee only about $387,500 at 4% or $258,333 at 6%; with 50% employer match about $258,333 at 4% or $172,222 at 6%; with 100% employer match about $193,750 at 4% or $129,167 at 6%. |
| Financial Specialty Retirement Plan | - | 2 | $283,574 | $31,000 | $15,500iApproximate average salary by contribution assumption: employee only about $387,500 at 4% or $258,333 at 6%; with 50% employer match about $258,333 at 4% or $172,222 at 6%; with 100% employer match about $193,750 at 4% or $129,167 at 6%. |
| 2006 | 1 | 2 | $291,425 | $57,227 | $28,614iApproximate average salary by contribution assumption: employee only about $715,338 at 4% or $476,892 at 6%; with 50% employer match about $476,892 at 4% or $317,928 at 6%; with 100% employer match about $357,669 at 4% or $238,446 at 6%. |
| Financial Specialty Retirement Plan | - | 2 | $291,425 | $57,227 | $28,614iApproximate average salary by contribution assumption: employee only about $715,338 at 4% or $476,892 at 6%; with 50% employer match about $476,892 at 4% or $317,928 at 6%; with 100% employer match about $357,669 at 4% or $238,446 at 6%. |
| 2005 | 1 | 3 | $241,345 | $89,782 | $29,927iApproximate average salary by contribution assumption: employee only about $748,183 at 4% or $498,789 at 6%; with 50% employer match about $498,789 at 4% or $332,526 at 6%; with 100% employer match about $374,092 at 4% or $249,394 at 6%. |
| Financial Specialty Retirement Plan | - | 3 | $241,345 | $89,782 | $29,927iApproximate average salary by contribution assumption: employee only about $748,183 at 4% or $498,789 at 6%; with 50% employer match about $498,789 at 4% or $332,526 at 6%; with 100% employer match about $374,092 at 4% or $249,394 at 6%. |
| 2004 | 1 | 2 | $135,841 | $82,000 | $41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%. |
| Financial Specialty Retirement Plan | - | 2 | $135,841 | $82,000 | $41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%. |
| 2003 | 1 | 2 | $45,000 | $45,000 | $22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%. |
| Financial Specialty Retirement Plan | - | 2 | $45,000 | $45,000 | $22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%. |