Civic Intelligence

Genesis Financial Management

Plan context: Genesis Financial Management 401K Plan

EIN 52-2354330 • Tampa, FL • 10 filings • 2 plans

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12640 Telecom DriveTampa, FL 33637-2089
Current Snapshot

Latest Year

2013

2013 Participants

7

2013 Assets

$225,329

2013 Contributions

$20,076

Historical Graphs

Total Assets Over Time

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

$225,329$112,665$0200420092013YearValue
$225,329Latest year 2013

Participants Over Time

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

1890200420092013YearValue
7Latest year 2013

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
201317$225,329$20,076$2,868iApproximate average salary by contribution assumption: employee only about $71,700 at 4% or $47,800 at 6%; with 50% employer match about $47,800 at 4% or $31,867 at 6%; with 100% employer match about $35,850 at 4% or $23,900 at 6%.
Genesis Financial Management 401K Plan-7$225,329$20,076$2,868iApproximate average salary by contribution assumption: employee only about $71,700 at 4% or $47,800 at 6%; with 50% employer match about $47,800 at 4% or $31,867 at 6%; with 100% employer match about $35,850 at 4% or $23,900 at 6%.
201217$192,691$29,050$4,150iApproximate average salary by contribution assumption: employee only about $103,750 at 4% or $69,167 at 6%; with 50% employer match about $69,167 at 4% or $46,111 at 6%; with 100% employer match about $51,875 at 4% or $34,583 at 6%.
Genesis Financial Management 401K Plan-7$192,691$29,050$4,150iApproximate average salary by contribution assumption: employee only about $103,750 at 4% or $69,167 at 6%; with 50% employer match about $69,167 at 4% or $46,111 at 6%; with 100% employer match about $51,875 at 4% or $34,583 at 6%.
201116$150,832$33,723$5,621iApproximate average salary by contribution assumption: employee only about $140,513 at 4% or $93,675 at 6%; with 50% employer match about $93,675 at 4% or $62,450 at 6%; with 100% employer match about $70,256 at 4% or $46,838 at 6%.
Genesis Financial Management 401K Plan-6$150,832$33,723$5,621iApproximate average salary by contribution assumption: employee only about $140,513 at 4% or $93,675 at 6%; with 50% employer match about $93,675 at 4% or $62,450 at 6%; with 100% employer match about $70,256 at 4% or $46,838 at 6%.
201019$131,435$20,772$2,308iApproximate average salary by contribution assumption: employee only about $57,700 at 4% or $38,467 at 6%; with 50% employer match about $38,467 at 4% or $25,644 at 6%; with 100% employer match about $28,850 at 4% or $19,233 at 6%.
Genesis Financial Management 401K Plan-9$131,435$20,772$2,308iApproximate average salary by contribution assumption: employee only about $57,700 at 4% or $38,467 at 6%; with 50% employer match about $38,467 at 4% or $25,644 at 6%; with 100% employer match about $28,850 at 4% or $19,233 at 6%.
200919$104,268$25,419$2,824iApproximate average salary by contribution assumption: employee only about $70,608 at 4% or $47,072 at 6%; with 50% employer match about $47,072 at 4% or $31,381 at 6%; with 100% employer match about $35,304 at 4% or $23,536 at 6%.
Genesis Financial Management 401K Plan-9$104,268$25,419$2,824iApproximate average salary by contribution assumption: employee only about $70,608 at 4% or $47,072 at 6%; with 50% employer match about $47,072 at 4% or $31,381 at 6%; with 100% employer match about $35,304 at 4% or $23,536 at 6%.
2008115$89,293$37,793$2,520iApproximate average salary by contribution assumption: employee only about $62,988 at 4% or $41,992 at 6%; with 50% employer match about $41,992 at 4% or $27,995 at 6%; with 100% employer match about $31,494 at 4% or $20,996 at 6%.
Genesis Financial Management 401K Plan-15$89,293$37,793$2,520iApproximate average salary by contribution assumption: employee only about $62,988 at 4% or $41,992 at 6%; with 50% employer match about $41,992 at 4% or $27,995 at 6%; with 100% employer match about $31,494 at 4% or $20,996 at 6%.
2007118$172,061$58,839$3,269iApproximate average salary by contribution assumption: employee only about $81,721 at 4% or $54,481 at 6%; with 50% employer match about $54,481 at 4% or $36,320 at 6%; with 100% employer match about $40,860 at 4% or $27,240 at 6%.
Genesis Financial Management 401K Plan-18$172,061$58,839$3,269iApproximate average salary by contribution assumption: employee only about $81,721 at 4% or $54,481 at 6%; with 50% employer match about $54,481 at 4% or $36,320 at 6%; with 100% employer match about $40,860 at 4% or $27,240 at 6%.
2005118$47,519$28,485$1,583iApproximate average salary by contribution assumption: employee only about $39,563 at 4% or $26,375 at 6%; with 50% employer match about $26,375 at 4% or $17,583 at 6%; with 100% employer match about $19,781 at 4% or $13,188 at 6%.
Genesis Financial Management 401K Plan-18$47,519$28,485$1,583iApproximate average salary by contribution assumption: employee only about $39,563 at 4% or $26,375 at 6%; with 50% employer match about $26,375 at 4% or $17,583 at 6%; with 100% employer match about $19,781 at 4% or $13,188 at 6%.
200429$32,486$29,218$3,246iApproximate average salary by contribution assumption: employee only about $81,161 at 4% or $54,107 at 6%; with 50% employer match about $54,107 at 4% or $36,072 at 6%; with 100% employer match about $40,581 at 4% or $27,054 at 6%.
Genesis Financial Management 401K Plan-9$16,243$14,609$1,623iApproximate average salary by contribution assumption: employee only about $40,581 at 4% or $27,054 at 6%; with 50% employer match about $27,054 at 4% or $18,036 at 6%; with 100% employer match about $20,290 at 4% or $13,527 at 6%.
Genesis Financial Management 401K Plan-9$16,243$14,609$1,623iApproximate average salary by contribution assumption: employee only about $40,581 at 4% or $27,054 at 6%; with 50% employer match about $27,054 at 4% or $18,036 at 6%; with 100% employer match about $20,290 at 4% or $13,527 at 6%.