Civic Intelligence

Fms, Financial Management Services LLC

Plan context: Fms 401(K) Profit Sharing Plan

EIN 47-3105463 • 17 filings • 4 plans

Current Snapshot

Latest Year

2024

2024 Participants

250

2024 Assets

$20,961,642

2024 Contributions

$2,918,590

Historical Graphs

Total Assets Over Time

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

$20,961,642$10,480,821$0201520202024YearValue
$20,961,642Latest year 2024

Participants Over Time

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

2581290201520202024YearValue
250Latest 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
20241250$20,961,642$2,918,590$11,674iApproximate average salary by contribution assumption: employee only about $291,859 at 4% or $194,573 at 6%; with 50% employer match about $194,573 at 4% or $129,715 at 6%; with 100% employer match about $145,930 at 4% or $97,286 at 6%.
Fms 401(K) Profit Sharing Plan-250$20,961,642$2,918,590$11,674iApproximate average salary by contribution assumption: employee only about $291,859 at 4% or $194,573 at 6%; with 50% employer match about $194,573 at 4% or $129,715 at 6%; with 100% employer match about $145,930 at 4% or $97,286 at 6%.
20232248$17,417,639$2,686,621$10,833iApproximate average salary by contribution assumption: employee only about $270,829 at 4% or $180,552 at 6%; with 50% employer match about $180,552 at 4% or $120,368 at 6%; with 100% employer match about $135,414 at 4% or $90,276 at 6%.
Fms 401(K) Profit Sharing Plan-248$17,417,639$2,686,621$10,833iApproximate average salary by contribution assumption: employee only about $270,829 at 4% or $180,552 at 6%; with 50% employer match about $180,552 at 4% or $120,368 at 6%; with 100% employer match about $135,414 at 4% or $90,276 at 6%.
FMS, FINANCIAL MANAGEMENT SERVICES, LLC HEALTH AND WELFARE BENEFIT PLAN-164---
20222258$15,368,189$2,035,444$7,889iApproximate average salary by contribution assumption: employee only about $197,233 at 4% or $131,489 at 6%; with 50% employer match about $131,489 at 4% or $87,659 at 6%; with 100% employer match about $98,616 at 4% or $65,744 at 6%.
Fms 401(K) Profit Sharing Plan-258$15,368,189$2,035,444$7,889iApproximate average salary by contribution assumption: employee only about $197,233 at 4% or $131,489 at 6%; with 50% employer match about $131,489 at 4% or $87,659 at 6%; with 100% employer match about $98,616 at 4% or $65,744 at 6%.
FMS, FINANCIAL MANAGEMENT SERVICES, LLC HEALTH AND-177---
20212238$16,488,476$1,826,495$7,674iApproximate average salary by contribution assumption: employee only about $191,859 at 4% or $127,906 at 6%; with 50% employer match about $127,906 at 4% or $85,271 at 6%; with 100% employer match about $95,929 at 4% or $63,953 at 6%.
Fms 401(K) Profit Sharing Plan-238$16,488,476$1,826,495$7,674iApproximate average salary by contribution assumption: employee only about $191,859 at 4% or $127,906 at 6%; with 50% employer match about $127,906 at 4% or $85,271 at 6%; with 100% employer match about $95,929 at 4% or $63,953 at 6%.
FMS, FINANCIAL MANAGEMENT SERVICES, LLC HEALTH AND WELFARE BENEFIT PLAN-172---
20202218$13,869,221$2,306,588$10,581iApproximate average salary by contribution assumption: employee only about $264,517 at 4% or $176,345 at 6%; with 50% employer match about $176,345 at 4% or $117,563 at 6%; with 100% employer match about $132,258 at 4% or $88,172 at 6%.
Fms 401(K) Profit Sharing Plan-218$13,869,221$2,306,588$10,581iApproximate average salary by contribution assumption: employee only about $264,517 at 4% or $176,345 at 6%; with 50% employer match about $176,345 at 4% or $117,563 at 6%; with 100% employer match about $132,258 at 4% or $88,172 at 6%.
FMS, FINANCIAL MANAGEMENT SERVICES, LLC HEALTH AND WELFARE BENEFIT PLAN-201---
20192168$9,798,401$878,426$5,229iApproximate average salary by contribution assumption: employee only about $130,718 at 4% or $87,145 at 6%; with 50% employer match about $87,145 at 4% or $58,097 at 6%; with 100% employer match about $65,359 at 4% or $43,573 at 6%.
Fms 401(K) Profit Sharing Plan-118$9,798,401$878,426$7,444iApproximate average salary by contribution assumption: employee only about $186,107 at 4% or $124,071 at 6%; with 50% employer match about $124,071 at 4% or $82,714 at 6%; with 100% employer match about $93,054 at 4% or $62,036 at 6%.
FMS, FINANCIAL MANAGEMENT SERVICES, LLC HEALTH AND WELFARE BENEFIT PLAN-168---
20182114$8,451,279$822,423$7,214iApproximate average salary by contribution assumption: employee only about $180,356 at 4% or $120,237 at 6%; with 50% employer match about $120,237 at 4% or $80,158 at 6%; with 100% employer match about $90,178 at 4% or $60,119 at 6%.
Fms 401(K) Profit Sharing Plan-114$8,451,279$822,423$7,214iApproximate average salary by contribution assumption: employee only about $180,356 at 4% or $120,237 at 6%; with 50% employer match about $120,237 at 4% or $80,158 at 6%; with 100% employer match about $90,178 at 4% or $60,119 at 6%.
FMS, FINANCIAL MANAGEMENT SERVICES, LLC HEALTH AND WELFARE BENEFIT PLAN-105---
20172107$8,407,506$585,823$5,475iApproximate average salary by contribution assumption: employee only about $136,875 at 4% or $91,250 at 6%; with 50% employer match about $91,250 at 4% or $60,833 at 6%; with 100% employer match about $68,437 at 4% or $45,625 at 6%.
Fms 401(K) Profit Sharing Plan-98$8,407,506$585,823$5,978iApproximate average salary by contribution assumption: employee only about $149,445 at 4% or $99,630 at 6%; with 50% employer match about $99,630 at 4% or $66,420 at 6%; with 100% employer match about $74,722 at 4% or $49,815 at 6%.
FMS, FINANCIAL MANAGEMENT SERVICES, LLC HEALTH AND WELFARE BENEFIT PLAN-107---
20161106$7,213,416$734,545$6,930iApproximate average salary by contribution assumption: employee only about $173,242 at 4% or $115,494 at 6%; with 50% employer match about $115,494 at 4% or $76,996 at 6%; with 100% employer match about $86,621 at 4% or $57,747 at 6%.
Fms 401(K) Profit Sharing Plan-106$7,213,416$734,545$6,930iApproximate average salary by contribution assumption: employee only about $173,242 at 4% or $115,494 at 6%; with 50% employer match about $115,494 at 4% or $76,996 at 6%; with 100% employer match about $86,621 at 4% or $57,747 at 6%.
20151108$6,476,321$2,603,263$24,104iApproximate average salary by contribution assumption: employee only about $602,607 at 4% or $401,738 at 6%; with 50% employer match about $401,738 at 4% or $267,825 at 6%; with 100% employer match about $301,304 at 4% or $200,869 at 6%.
Fms 401(K) Profit Sharing Plan-108$6,476,321$2,603,263$24,104iApproximate average salary by contribution assumption: employee only about $602,607 at 4% or $401,738 at 6%; with 50% employer match about $401,738 at 4% or $267,825 at 6%; with 100% employer match about $301,304 at 4% or $200,869 at 6%.