Civic Intelligence

JOHN M. ANDREW, JR., C.F.P. T/A FINANCIAL RESOURCES GROUP

Plan context: Financial Resources Group Profit Sharing Plan and Trust

EIN 52-1821230 • 9 filings • 1 plans

Current Snapshot

Latest Year

2007

2007 Participants

4

2007 Assets

$3,464

2007 Contributions

$2,314

Historical Graphs

Total Assets Over Time

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

$228,133$114,067$0199920042006YearValue
$3,464Latest year 2006

Participants Over Time

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

630199920032005YearValue
4Latest year 2005

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
200710$0$0-
Financial Resources Group Profit Sharing Plan and Trust-0---
200610$3,464$0-
Financial Resources Group Profit Sharing Plan and Trust-0$3,464--
200514$178,848$2,314$579iApproximate average salary by contribution assumption: employee only about $14,463 at 4% or $9,642 at 6%; with 50% employer match about $9,642 at 4% or $6,428 at 6%; with 100% employer match about $7,231 at 4% or $4,821 at 6%.
Financial Resources Group Profit Sharing Plan and Trust-4$178,848$2,314$579iApproximate average salary by contribution assumption: employee only about $14,463 at 4% or $9,642 at 6%; with 50% employer match about $9,642 at 4% or $6,428 at 6%; with 100% employer match about $7,231 at 4% or $4,821 at 6%.
200414$175,555$11,806$2,952iApproximate average salary by contribution assumption: employee only about $73,788 at 4% or $49,192 at 6%; with 50% employer match about $49,192 at 4% or $32,794 at 6%; with 100% employer match about $36,894 at 4% or $24,596 at 6%.
Financial Resources Group Profit Sharing Plan and Trust-4$175,555$11,806$2,952iApproximate average salary by contribution assumption: employee only about $73,788 at 4% or $49,192 at 6%; with 50% employer match about $49,192 at 4% or $32,794 at 6%; with 100% employer match about $36,894 at 4% or $24,596 at 6%.
200316$153,118$5,766$961iApproximate average salary by contribution assumption: employee only about $24,025 at 4% or $16,017 at 6%; with 50% employer match about $16,017 at 4% or $10,678 at 6%; with 100% employer match about $12,013 at 4% or $8,008 at 6%.
Financial Resources Group Profit Sharing Plan and Trust-6$153,118$5,766$961iApproximate average salary by contribution assumption: employee only about $24,025 at 4% or $16,017 at 6%; with 50% employer match about $16,017 at 4% or $10,678 at 6%; with 100% employer match about $12,013 at 4% or $8,008 at 6%.
200214$127,001$2,529$632iApproximate average salary by contribution assumption: employee only about $15,806 at 4% or $10,538 at 6%; with 50% employer match about $10,538 at 4% or $7,025 at 6%; with 100% employer match about $7,903 at 4% or $5,269 at 6%.
Financial Resources Group Profit Sharing Plan and Trust-4$127,001$2,529$632iApproximate average salary by contribution assumption: employee only about $15,806 at 4% or $10,538 at 6%; with 50% employer match about $10,538 at 4% or $7,025 at 6%; with 100% employer match about $7,903 at 4% or $5,269 at 6%.
200114$0$0-
Financial Resources Group Profit Sharing Plan and Trust-4---
200010$0$0-
Financial Resources Group Profit Sharing Plan and Trust-0---
199913$228,133$31,132$10,377iApproximate average salary by contribution assumption: employee only about $259,433 at 4% or $172,956 at 6%; with 50% employer match about $172,956 at 4% or $115,304 at 6%; with 100% employer match about $129,717 at 4% or $86,478 at 6%.
Financial Resources Group Profit Sharing Plan and Trust-3$228,133$31,132$10,377iApproximate average salary by contribution assumption: employee only about $259,433 at 4% or $172,956 at 6%; with 50% employer match about $172,956 at 4% or $115,304 at 6%; with 100% employer match about $129,717 at 4% or $86,478 at 6%.