FWMG, LLC DBA FULCRUM WEALTH MANAGEMENT GROUP
Plan context: Fwmg Retirement Plan
EIN 47-2165237 • Boise, ID • 11 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
26
2025 Assets
$4,912,207
2025 Contributions
$522,326
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 | 26 | $4,912,207 | $522,326 | $20,089iApproximate average salary by contribution assumption: employee only about $502,237 at 4% or $334,824 at 6%; with 50% employer match about $334,824 at 4% or $223,216 at 6%; with 100% employer match about $251,118 at 4% or $167,412 at 6%. |
| Fwmg Retirement Plan | - | 26 | $4,912,207 | $522,326 | $20,089iApproximate average salary by contribution assumption: employee only about $502,237 at 4% or $334,824 at 6%; with 50% employer match about $334,824 at 4% or $223,216 at 6%; with 100% employer match about $251,118 at 4% or $167,412 at 6%. |
| 2024 | 1 | 28 | $3,797,204 | $441,019 | $15,751iApproximate average salary by contribution assumption: employee only about $393,767 at 4% or $262,511 at 6%; with 50% employer match about $262,511 at 4% or $175,008 at 6%; with 100% employer match about $196,883 at 4% or $131,256 at 6%. |
| Fwmg Retirement Plan | - | 28 | $3,797,204 | $441,019 | $15,751iApproximate average salary by contribution assumption: employee only about $393,767 at 4% or $262,511 at 6%; with 50% employer match about $262,511 at 4% or $175,008 at 6%; with 100% employer match about $196,883 at 4% or $131,256 at 6%. |
| 2023 | 1 | 26 | $2,809,868 | $531,621 | $20,447iApproximate average salary by contribution assumption: employee only about $511,174 at 4% or $340,783 at 6%; with 50% employer match about $340,783 at 4% or $227,188 at 6%; with 100% employer match about $255,587 at 4% or $170,391 at 6%. |
| Fwmg Retirement Plan | - | 26 | $2,809,868 | $531,621 | $20,447iApproximate average salary by contribution assumption: employee only about $511,174 at 4% or $340,783 at 6%; with 50% employer match about $340,783 at 4% or $227,188 at 6%; with 100% employer match about $255,587 at 4% or $170,391 at 6%. |
| 2022 | 1 | 23 | $1,800,702 | $355,524 | $15,458iApproximate average salary by contribution assumption: employee only about $386,439 at 4% or $257,626 at 6%; with 50% employer match about $257,626 at 4% or $171,751 at 6%; with 100% employer match about $193,220 at 4% or $128,813 at 6%. |
| Fwmg Retirement Plan | - | 23 | $1,800,702 | $355,524 | $15,458iApproximate average salary by contribution assumption: employee only about $386,439 at 4% or $257,626 at 6%; with 50% employer match about $257,626 at 4% or $171,751 at 6%; with 100% employer match about $193,220 at 4% or $128,813 at 6%. |
| 2021 | 1 | 21 | $2,005,566 | $360,389 | $17,161iApproximate average salary by contribution assumption: employee only about $429,035 at 4% or $286,023 at 6%; with 50% employer match about $286,023 at 4% or $190,682 at 6%; with 100% employer match about $214,517 at 4% or $143,012 at 6%. |
| Fwmg Retirement Plan | - | 21 | $2,005,566 | $360,389 | $17,161iApproximate average salary by contribution assumption: employee only about $429,035 at 4% or $286,023 at 6%; with 50% employer match about $286,023 at 4% or $190,682 at 6%; with 100% employer match about $214,517 at 4% or $143,012 at 6%. |
| 2020 | 1 | 20 | $1,516,221 | $245,804 | $12,290iApproximate average salary by contribution assumption: employee only about $307,255 at 4% or $204,837 at 6%; with 50% employer match about $204,837 at 4% or $136,558 at 6%; with 100% employer match about $153,628 at 4% or $102,418 at 6%. |
| Fwmg Retirement Plan | - | 20 | $1,516,221 | $245,804 | $12,290iApproximate average salary by contribution assumption: employee only about $307,255 at 4% or $204,837 at 6%; with 50% employer match about $204,837 at 4% or $136,558 at 6%; with 100% employer match about $153,628 at 4% or $102,418 at 6%. |
| 2019 | 1 | 22 | $930,584 | $515,317 | $23,424iApproximate average salary by contribution assumption: employee only about $585,588 at 4% or $390,392 at 6%; with 50% employer match about $390,392 at 4% or $260,261 at 6%; with 100% employer match about $292,794 at 4% or $195,196 at 6%. |
| Fwmg Retirement Plan | - | 22 | $930,584 | $515,317 | $23,424iApproximate average salary by contribution assumption: employee only about $585,588 at 4% or $390,392 at 6%; with 50% employer match about $390,392 at 4% or $260,261 at 6%; with 100% employer match about $292,794 at 4% or $195,196 at 6%. |
| 2018 | 1 | 17 | $324,117 | $181,870 | $10,698iApproximate average salary by contribution assumption: employee only about $267,456 at 4% or $178,304 at 6%; with 50% employer match about $178,304 at 4% or $118,869 at 6%; with 100% employer match about $133,728 at 4% or $89,152 at 6%. |
| Fwmg Retirement Plan | - | 17 | $324,117 | $181,870 | $10,698iApproximate average salary by contribution assumption: employee only about $267,456 at 4% or $178,304 at 6%; with 50% employer match about $178,304 at 4% or $118,869 at 6%; with 100% employer match about $133,728 at 4% or $89,152 at 6%. |
| 2017 | 1 | 14 | $162,229 | $126,528 | $9,038iApproximate average salary by contribution assumption: employee only about $225,943 at 4% or $150,629 at 6%; with 50% employer match about $150,629 at 4% or $100,419 at 6%; with 100% employer match about $112,971 at 4% or $75,314 at 6%. |
| Fwmg Retirement Plan | - | 14 | $162,229 | $126,528 | $9,038iApproximate average salary by contribution assumption: employee only about $225,943 at 4% or $150,629 at 6%; with 50% employer match about $150,629 at 4% or $100,419 at 6%; with 100% employer match about $112,971 at 4% or $75,314 at 6%. |
| 2016 | 1 | 10 | $30,889 | $21,337 | $2,134iApproximate average salary by contribution assumption: employee only about $53,342 at 4% or $35,562 at 6%; with 50% employer match about $35,562 at 4% or $23,708 at 6%; with 100% employer match about $26,671 at 4% or $17,781 at 6%. |
| Fwmg Retirement Plan | - | 10 | $30,889 | $21,337 | $2,134iApproximate average salary by contribution assumption: employee only about $53,342 at 4% or $35,562 at 6%; with 50% employer match about $35,562 at 4% or $23,708 at 6%; with 100% employer match about $26,671 at 4% or $17,781 at 6%. |
| 2015 | 1 | 5 | $8,836 | $10,097 | $2,019iApproximate average salary by contribution assumption: employee only about $50,485 at 4% or $33,657 at 6%; with 50% employer match about $33,657 at 4% or $22,438 at 6%; with 100% employer match about $25,243 at 4% or $16,828 at 6%. |
| Fwmg Retirement Plan | - | 5 | $8,836 | $10,097 | $2,019iApproximate average salary by contribution assumption: employee only about $50,485 at 4% or $33,657 at 6%; with 50% employer match about $33,657 at 4% or $22,438 at 6%; with 100% employer match about $25,243 at 4% or $16,828 at 6%. |