FORT COLLINS TAX SERVICE LLC
Plan context: FINANCIAL PLANNING FORT COLLINS 401(K) PLAN
EIN 47-2535154 • Fort Collins, CO • 5 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$712,957
2025 Contributions
$359,875
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 | 4 | $712,957 | $359,875 | $89,969iApproximate average salary by contribution assumption: employee only about $2,249,219 at 4% or $1,499,479 at 6%; with 50% employer match about $1,499,479 at 4% or $999,653 at 6%; with 100% employer match about $1,124,609 at 4% or $749,740 at 6%. |
| FINANCIAL PLANNING FORT COLLINS 401(K) PLAN | - | 4 | $712,957 | $359,875 | $89,969iApproximate average salary by contribution assumption: employee only about $2,249,219 at 4% or $1,499,479 at 6%; with 50% employer match about $1,499,479 at 4% or $999,653 at 6%; with 100% employer match about $1,124,609 at 4% or $749,740 at 6%. |
| 2024 | 1 | 5 | $266,876 | $67,388 | $13,478iApproximate average salary by contribution assumption: employee only about $336,940 at 4% or $224,627 at 6%; with 50% employer match about $224,627 at 4% or $149,751 at 6%; with 100% employer match about $168,470 at 4% or $112,313 at 6%. |
| FINANCIAL PLANNING FORT COLLINS 401(K) PLAN | - | 5 | $266,876 | $67,388 | $13,478iApproximate average salary by contribution assumption: employee only about $336,940 at 4% or $224,627 at 6%; with 50% employer match about $224,627 at 4% or $149,751 at 6%; with 100% employer match about $168,470 at 4% or $112,313 at 6%. |
| 2023 | 1 | 5 | $171,217 | $73,579 | $14,716iApproximate average salary by contribution assumption: employee only about $367,895 at 4% or $245,263 at 6%; with 50% employer match about $245,263 at 4% or $163,509 at 6%; with 100% employer match about $183,948 at 4% or $122,632 at 6%. |
| FORT COLLINS TAX SERVICE LLC 401(K) PLAN | - | 5 | $171,217 | $73,579 | $14,716iApproximate average salary by contribution assumption: employee only about $367,895 at 4% or $245,263 at 6%; with 50% employer match about $245,263 at 4% or $163,509 at 6%; with 100% employer match about $183,948 at 4% or $122,632 at 6%. |
| 2022 | 1 | 5 | $132,842 | $66,939 | $13,388iApproximate average salary by contribution assumption: employee only about $334,695 at 4% or $223,130 at 6%; with 50% employer match about $223,130 at 4% or $148,753 at 6%; with 100% employer match about $167,348 at 4% or $111,565 at 6%. |
| FORT COLLINS TAX SERVICE LLC 401(K) PLAN | - | 5 | $132,842 | $66,939 | $13,388iApproximate average salary by contribution assumption: employee only about $334,695 at 4% or $223,130 at 6%; with 50% employer match about $223,130 at 4% or $148,753 at 6%; with 100% employer match about $167,348 at 4% or $111,565 at 6%. |
| 2021 | 1 | 4 | $83,975 | $79,377 | $19,844iApproximate average salary by contribution assumption: employee only about $496,106 at 4% or $330,738 at 6%; with 50% employer match about $330,738 at 4% or $220,492 at 6%; with 100% employer match about $248,053 at 4% or $165,369 at 6%. |
| FORT COLLINS TAX SERVICE LLC 401(K) PLAN | - | 4 | $83,975 | $79,377 | $19,844iApproximate average salary by contribution assumption: employee only about $496,106 at 4% or $330,738 at 6%; with 50% employer match about $330,738 at 4% or $220,492 at 6%; with 100% employer match about $248,053 at 4% or $165,369 at 6%. |