First Management, Inc.
Plan context: First Management Inc. 401(K) Plan
EIN 48-1097661 • Lawrence, KS • 30 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
48
2024 Assets
$2,327,980
2024 Contributions
$177,516
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 48 | $2,327,980 | $177,516 | $3,698iApproximate average salary by contribution assumption: employee only about $92,456 at 4% or $61,638 at 6%; with 50% employer match about $61,638 at 4% or $41,092 at 6%; with 100% employer match about $46,228 at 4% or $30,819 at 6%. |
| First Management Inc. 401(K) Plan | - | 48 | $2,327,980 | $177,516 | $3,698iApproximate average salary by contribution assumption: employee only about $92,456 at 4% or $61,638 at 6%; with 50% employer match about $61,638 at 4% or $41,092 at 6%; with 100% employer match about $46,228 at 4% or $30,819 at 6%. |
| 2023 | 1 | 60 | $1,946,088 | $172,597 | $2,877iApproximate average salary by contribution assumption: employee only about $71,915 at 4% or $47,944 at 6%; with 50% employer match about $47,944 at 4% or $31,962 at 6%; with 100% employer match about $35,958 at 4% or $23,972 at 6%. |
| First Management Inc. 401(K) Plan | - | 60 | $1,946,088 | $172,597 | $2,877iApproximate average salary by contribution assumption: employee only about $71,915 at 4% or $47,944 at 6%; with 50% employer match about $47,944 at 4% or $31,962 at 6%; with 100% employer match about $35,958 at 4% or $23,972 at 6%. |
| 2022 | 1 | 53 | $1,911,682 | $150,316 | $2,836iApproximate average salary by contribution assumption: employee only about $70,904 at 4% or $47,269 at 6%; with 50% employer match about $47,269 at 4% or $31,513 at 6%; with 100% employer match about $35,452 at 4% or $23,635 at 6%. |
| First Management Inc. 401(K) Plan | - | 53 | $1,911,682 | $150,316 | $2,836iApproximate average salary by contribution assumption: employee only about $70,904 at 4% or $47,269 at 6%; with 50% employer match about $47,269 at 4% or $31,513 at 6%; with 100% employer match about $35,452 at 4% or $23,635 at 6%. |
| 2021 | 1 | 48 | $2,308,704 | $143,200 | $2,983iApproximate average salary by contribution assumption: employee only about $74,583 at 4% or $49,722 at 6%; with 50% employer match about $49,722 at 4% or $33,148 at 6%; with 100% employer match about $37,292 at 4% or $24,861 at 6%. |
| First Management Inc. 401(K) Plan | - | 48 | $2,308,704 | $143,200 | $2,983iApproximate average salary by contribution assumption: employee only about $74,583 at 4% or $49,722 at 6%; with 50% employer match about $49,722 at 4% or $33,148 at 6%; with 100% employer match about $37,292 at 4% or $24,861 at 6%. |
| 2020 | 1 | 51 | $1,990,474 | $114,322 | $2,242iApproximate average salary by contribution assumption: employee only about $56,040 at 4% or $37,360 at 6%; with 50% employer match about $37,360 at 4% or $24,907 at 6%; with 100% employer match about $28,020 at 4% or $18,680 at 6%. |
| First Management Inc. 401(K) Plan | - | 51 | $1,990,474 | $114,322 | $2,242iApproximate average salary by contribution assumption: employee only about $56,040 at 4% or $37,360 at 6%; with 50% employer match about $37,360 at 4% or $24,907 at 6%; with 100% employer match about $28,020 at 4% or $18,680 at 6%. |
| 2019 | 1 | 44 | $1,783,180 | $119,334 | $2,712iApproximate average salary by contribution assumption: employee only about $67,803 at 4% or $45,202 at 6%; with 50% employer match about $45,202 at 4% or $30,135 at 6%; with 100% employer match about $33,902 at 4% or $22,601 at 6%. |
| First Management Inc. 401(K) Plan | - | 44 | $1,783,180 | $119,334 | $2,712iApproximate average salary by contribution assumption: employee only about $67,803 at 4% or $45,202 at 6%; with 50% employer match about $45,202 at 4% or $30,135 at 6%; with 100% employer match about $33,902 at 4% or $22,601 at 6%. |
| 2018 | 1 | 47 | $1,381,795 | $193,125 | $4,109iApproximate average salary by contribution assumption: employee only about $102,726 at 4% or $68,484 at 6%; with 50% employer match about $68,484 at 4% or $45,656 at 6%; with 100% employer match about $51,363 at 4% or $34,242 at 6%. |
| First Management Inc. 401(K) Plan | - | 47 | $1,381,795 | $193,125 | $4,109iApproximate average salary by contribution assumption: employee only about $102,726 at 4% or $68,484 at 6%; with 50% employer match about $68,484 at 4% or $45,656 at 6%; with 100% employer match about $51,363 at 4% or $34,242 at 6%. |
| 2017 | 1 | 55 | $1,440,159 | $148,501 | $2,700iApproximate average salary by contribution assumption: employee only about $67,500 at 4% or $45,000 at 6%; with 50% employer match about $45,000 at 4% or $30,000 at 6%; with 100% employer match about $33,750 at 4% or $22,500 at 6%. |
| First Management Inc. 401(K) Plan | - | 55 | $1,440,159 | $148,501 | $2,700iApproximate average salary by contribution assumption: employee only about $67,500 at 4% or $45,000 at 6%; with 50% employer match about $45,000 at 4% or $30,000 at 6%; with 100% employer match about $33,750 at 4% or $22,500 at 6%. |
| 2016 | 1 | 63 | $1,099,053 | $122,550 | $1,945iApproximate average salary by contribution assumption: employee only about $48,631 at 4% or $32,421 at 6%; with 50% employer match about $32,421 at 4% or $21,614 at 6%; with 100% employer match about $24,315 at 4% or $16,210 at 6%. |
| First Management Inc. 401(K) Plan | - | 63 | $1,099,053 | $122,550 | $1,945iApproximate average salary by contribution assumption: employee only about $48,631 at 4% or $32,421 at 6%; with 50% employer match about $32,421 at 4% or $21,614 at 6%; with 100% employer match about $24,315 at 4% or $16,210 at 6%. |
| 2015 | 1 | 64 | $1,020,807 | $134,988 | $2,109iApproximate average salary by contribution assumption: employee only about $52,730 at 4% or $35,153 at 6%; with 50% employer match about $35,153 at 4% or $23,435 at 6%; with 100% employer match about $26,365 at 4% or $17,577 at 6%. |
| First Management Inc. 401(K) Plan | - | 64 | $1,020,807 | $134,988 | $2,109iApproximate average salary by contribution assumption: employee only about $52,730 at 4% or $35,153 at 6%; with 50% employer match about $35,153 at 4% or $23,435 at 6%; with 100% employer match about $26,365 at 4% or $17,577 at 6%. |
| 2014 | 1 | 72 | $1,457,313 | $192,152 | $2,669iApproximate average salary by contribution assumption: employee only about $66,719 at 4% or $44,480 at 6%; with 50% employer match about $44,480 at 4% or $29,653 at 6%; with 100% employer match about $33,360 at 4% or $22,240 at 6%. |
| First Management Inc. 401(K) Plan | - | 72 | $1,457,313 | $192,152 | $2,669iApproximate average salary by contribution assumption: employee only about $66,719 at 4% or $44,480 at 6%; with 50% employer match about $44,480 at 4% or $29,653 at 6%; with 100% employer match about $33,360 at 4% or $22,240 at 6%. |
| 2013 | 3 | 78 | $1,268,800 | $178,752 | $2,292iApproximate average salary by contribution assumption: employee only about $57,292 at 4% or $38,195 at 6%; with 50% employer match about $38,195 at 4% or $25,463 at 6%; with 100% employer match about $28,646 at 4% or $19,097 at 6%. |
| First Management Inc. 401(K) Plan | - | 78 | $1,268,800 | $178,752 | $2,292iApproximate average salary by contribution assumption: employee only about $57,292 at 4% or $38,195 at 6%; with 50% employer match about $38,195 at 4% or $25,463 at 6%; with 100% employer match about $28,646 at 4% or $19,097 at 6%. |
| First Management Inc. Long Term Disability Plan | - | 0 | - | - | - |
| First Management Inc. Life and Ad&D Plan | - | 0 | - | - | - |
| 2012 | 3 | 77 | $1,065,326 | $182,986 | $2,376iApproximate average salary by contribution assumption: employee only about $59,411 at 4% or $39,607 at 6%; with 50% employer match about $39,607 at 4% or $26,405 at 6%; with 100% employer match about $29,706 at 4% or $19,804 at 6%. |
| First Management Inc. 401(K) Plan | - | 40 | $1,065,326 | $182,986 | $4,575iApproximate average salary by contribution assumption: employee only about $114,366 at 4% or $76,244 at 6%; with 50% employer match about $76,244 at 4% or $50,829 at 6%; with 100% employer match about $57,183 at 4% or $38,122 at 6%. |
| First Management Inc. Long Term Disability Plan | - | 77 | - | - | - |
| First Management Inc. Life and Ad&D Plan | - | 77 | - | - | - |
| 2011 | 3 | 100 | $818,982 | $176,873 | $1,769iApproximate average salary by contribution assumption: employee only about $44,218 at 4% or $29,479 at 6%; with 50% employer match about $29,479 at 4% or $19,653 at 6%; with 100% employer match about $22,109 at 4% or $14,739 at 6%. |
| First Management Inc. 401(K) Plan | - | 44 | $818,982 | $176,873 | $4,020iApproximate average salary by contribution assumption: employee only about $100,496 at 4% or $66,997 at 6%; with 50% employer match about $66,997 at 4% or $44,665 at 6%; with 100% employer match about $50,248 at 4% or $33,499 at 6%. |
| First Management Inc. Long Term Disability Plan | - | 100 | - | - | - |
| First Management Inc. Life and Ad&D Plan | - | 100 | - | - | - |
| 2010 | 3 | 97 | $707,510 | $180,030 | $1,856iApproximate average salary by contribution assumption: employee only about $46,399 at 4% or $30,933 at 6%; with 50% employer match about $30,933 at 4% or $20,622 at 6%; with 100% employer match about $23,200 at 4% or $15,466 at 6%. |
| First Management Inc. 401(K) Plan | - | 45 | $707,510 | $180,030 | $4,001iApproximate average salary by contribution assumption: employee only about $100,017 at 4% or $66,678 at 6%; with 50% employer match about $66,678 at 4% or $44,452 at 6%; with 100% employer match about $50,008 at 4% or $33,339 at 6%. |
| First Management Inc. Life and Ad&D Plan | - | 97 | - | - | - |
| First Management Inc. Long Term Disability Plan | - | 97 | - | - | - |
| 2009 | 1 | 84 | $472,125 | $141,599 | $1,686iApproximate average salary by contribution assumption: employee only about $42,143 at 4% or $28,095 at 6%; with 50% employer match about $28,095 at 4% or $18,730 at 6%; with 100% employer match about $21,071 at 4% or $14,048 at 6%. |
| First Management Inc. 401(K) Plan | - | 84 | $472,125 | $141,599 | $1,686iApproximate average salary by contribution assumption: employee only about $42,143 at 4% or $28,095 at 6%; with 50% employer match about $28,095 at 4% or $18,730 at 6%; with 100% employer match about $21,071 at 4% or $14,048 at 6%. |
| 2008 | 1 | 87 | $340,315 | $129,344 | $1,487iApproximate average salary by contribution assumption: employee only about $37,168 at 4% or $24,779 at 6%; with 50% employer match about $24,779 at 4% or $16,519 at 6%; with 100% employer match about $18,584 at 4% or $12,389 at 6%. |
| First Management Inc. 401(K) Plan | - | 87 | $340,315 | $129,344 | $1,487iApproximate average salary by contribution assumption: employee only about $37,168 at 4% or $24,779 at 6%; with 50% employer match about $24,779 at 4% or $16,519 at 6%; with 100% employer match about $18,584 at 4% or $12,389 at 6%. |
| 2007 | 1 | 68 | $0 | $0 | - |
| First Management Inc. 401(K) Plan | - | 68 | - | - | - |
| 2006 | 1 | 71 | $300,291 | $70,456 | $992iApproximate average salary by contribution assumption: employee only about $24,808 at 4% or $16,539 at 6%; with 50% employer match about $16,539 at 4% or $11,026 at 6%; with 100% employer match about $12,404 at 4% or $8,269 at 6%. |
| First Management Inc. 401(K) Plan | - | 71 | $300,291 | $70,456 | $992iApproximate average salary by contribution assumption: employee only about $24,808 at 4% or $16,539 at 6%; with 50% employer match about $16,539 at 4% or $11,026 at 6%; with 100% employer match about $12,404 at 4% or $8,269 at 6%. |
| 2005 | 1 | 64 | $258,949 | $89,716 | $1,402iApproximate average salary by contribution assumption: employee only about $35,045 at 4% or $23,364 at 6%; with 50% employer match about $23,364 at 4% or $15,576 at 6%; with 100% employer match about $17,523 at 4% or $11,682 at 6%. |
| First Management Inc. 401(K) Plan | - | 64 | $258,949 | $89,716 | $1,402iApproximate average salary by contribution assumption: employee only about $35,045 at 4% or $23,364 at 6%; with 50% employer match about $23,364 at 4% or $15,576 at 6%; with 100% employer match about $17,523 at 4% or $11,682 at 6%. |
| 2004 | 1 | 55 | $160,440 | $84,649 | $1,539iApproximate average salary by contribution assumption: employee only about $38,477 at 4% or $25,651 at 6%; with 50% employer match about $25,651 at 4% or $17,101 at 6%; with 100% employer match about $19,238 at 4% or $12,826 at 6%. |
| First Management Inc. 401(K) Plan | - | 55 | $160,440 | $84,649 | $1,539iApproximate average salary by contribution assumption: employee only about $38,477 at 4% or $25,651 at 6%; with 50% employer match about $25,651 at 4% or $17,101 at 6%; with 100% employer match about $19,238 at 4% or $12,826 at 6%. |
| 2003 | 1 | 62 | $66,481 | $59,550 | $960iApproximate average salary by contribution assumption: employee only about $24,012 at 4% or $16,008 at 6%; with 50% employer match about $16,008 at 4% or $10,672 at 6%; with 100% employer match about $12,006 at 4% or $8,004 at 6%. |
| First Management Inc. 401(K) Plan | - | 62 | $66,481 | $59,550 | $960iApproximate average salary by contribution assumption: employee only about $24,012 at 4% or $16,008 at 6%; with 50% employer match about $16,008 at 4% or $10,672 at 6%; with 100% employer match about $12,006 at 4% or $8,004 at 6%. |