Plan Services Inc.
Plan context: Fund Services Inc. Profit Sharing Plan and Trust
EIN 54-1420054 • Richmond, VA • 12 filings • 3 plans
Current Snapshot
Latest Year
2022
2022 Participants
29
2022 Assets
$985,957
2022 Contributions
$155,790
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 29 | $985,957 | $155,790 | $5,372iApproximate average salary by contribution assumption: employee only about $134,302 at 4% or $89,534 at 6%; with 50% employer match about $89,534 at 4% or $59,690 at 6%; with 100% employer match about $67,151 at 4% or $44,767 at 6%. |
| Fund Services Inc. Profit Sharing Plan and Trust | - | 29 | $985,957 | $155,790 | $5,372iApproximate average salary by contribution assumption: employee only about $134,302 at 4% or $89,534 at 6%; with 50% employer match about $89,534 at 4% or $59,690 at 6%; with 100% employer match about $67,151 at 4% or $44,767 at 6%. |
| 2021 | 1 | 24 | $812,790 | $69,471 | $2,895iApproximate average salary by contribution assumption: employee only about $72,366 at 4% or $48,244 at 6%; with 50% employer match about $48,244 at 4% or $32,163 at 6%; with 100% employer match about $36,183 at 4% or $24,122 at 6%. |
| Fund Services Inc. Profit Sharing Plan and Trust | - | 24 | $812,790 | $69,471 | $2,895iApproximate average salary by contribution assumption: employee only about $72,366 at 4% or $48,244 at 6%; with 50% employer match about $48,244 at 4% or $32,163 at 6%; with 100% employer match about $36,183 at 4% or $24,122 at 6%. |
| 2020 | 1 | 24 | $831,427 | $60,027 | $2,501iApproximate average salary by contribution assumption: employee only about $62,528 at 4% or $41,685 at 6%; with 50% employer match about $41,685 at 4% or $27,790 at 6%; with 100% employer match about $31,264 at 4% or $20,843 at 6%. |
| Fund Services Inc. Profit Sharing Plan and Trust | - | 24 | $831,427 | $60,027 | $2,501iApproximate average salary by contribution assumption: employee only about $62,528 at 4% or $41,685 at 6%; with 50% employer match about $41,685 at 4% or $27,790 at 6%; with 100% employer match about $31,264 at 4% or $20,843 at 6%. |
| 2019 | 1 | 23 | $656,260 | $62,574 | $2,721iApproximate average salary by contribution assumption: employee only about $68,015 at 4% or $45,343 at 6%; with 50% employer match about $45,343 at 4% or $30,229 at 6%; with 100% employer match about $34,008 at 4% or $22,672 at 6%. |
| Fund Services Inc. Profit Sharing Plan and Trust | - | 23 | $656,260 | $62,574 | $2,721iApproximate average salary by contribution assumption: employee only about $68,015 at 4% or $45,343 at 6%; with 50% employer match about $45,343 at 4% or $30,229 at 6%; with 100% employer match about $34,008 at 4% or $22,672 at 6%. |
| 2018 | 1 | 22 | $603,883 | $53,174 | $2,417iApproximate average salary by contribution assumption: employee only about $60,425 at 4% or $40,283 at 6%; with 50% employer match about $40,283 at 4% or $26,856 at 6%; with 100% employer match about $30,213 at 4% or $20,142 at 6%. |
| Fund Services Inc. Profit Sharing Plan and Trust | - | 22 | $603,883 | $53,174 | $2,417iApproximate average salary by contribution assumption: employee only about $60,425 at 4% or $40,283 at 6%; with 50% employer match about $40,283 at 4% or $26,856 at 6%; with 100% employer match about $30,213 at 4% or $20,142 at 6%. |
| 2006 | 1 | 0 | $0 | $0 | - |
| Fund Services Inc. Profit Sharing Plan and Trust | - | 0 | - | - | - |
| 2005 | 1 | 1 | $153,788 | $31,362 | $31,362iApproximate average salary by contribution assumption: employee only about $784,050 at 4% or $522,700 at 6%; with 50% employer match about $522,700 at 4% or $348,467 at 6%; with 100% employer match about $392,025 at 4% or $261,350 at 6%. |
| Fund Services Inc. Profit Sharing Plan and Trust | - | 1 | $153,788 | $31,362 | $31,362iApproximate average salary by contribution assumption: employee only about $784,050 at 4% or $522,700 at 6%; with 50% employer match about $522,700 at 4% or $348,467 at 6%; with 100% employer match about $392,025 at 4% or $261,350 at 6%. |
| 2004 | 1 | 4 | $189,608 | $0 | - |
| Fund Services Inc. Profit Sharing Plan and Trust | - | 4 | $189,608 | - | - |
| 2002 | 1 | 6 | $332,547 | $0 | - |
| Fund Services Inc. Profit Sharing Plan and Trust | - | 6 | $332,547 | - | - |
| 2001 | 1 | 6 | $432,762 | $74,835 | $12,473iApproximate average salary by contribution assumption: employee only about $311,813 at 4% or $207,875 at 6%; with 50% employer match about $207,875 at 4% or $138,583 at 6%; with 100% employer match about $155,906 at 4% or $103,938 at 6%. |
| Fund Services Inc. Profit Sharing Plan and Trust | - | 6 | $432,762 | $74,835 | $12,473iApproximate average salary by contribution assumption: employee only about $311,813 at 4% or $207,875 at 6%; with 50% employer match about $207,875 at 4% or $138,583 at 6%; with 100% employer match about $155,906 at 4% or $103,938 at 6%. |
| 2000 | 1 | 6 | $307,746 | $67,635 | $11,273iApproximate average salary by contribution assumption: employee only about $281,813 at 4% or $187,875 at 6%; with 50% employer match about $187,875 at 4% or $125,250 at 6%; with 100% employer match about $140,906 at 4% or $93,938 at 6%. |
| Fund Services Inc. Profit Sharing Plan and Trust | - | 6 | $307,746 | $67,635 | $11,273iApproximate average salary by contribution assumption: employee only about $281,813 at 4% or $187,875 at 6%; with 50% employer match about $187,875 at 4% or $125,250 at 6%; with 100% employer match about $140,906 at 4% or $93,938 at 6%. |
| 1999 | 1 | 5 | $243,487 | $62,800 | $12,560iApproximate average salary by contribution assumption: employee only about $314,000 at 4% or $209,333 at 6%; with 50% employer match about $209,333 at 4% or $139,556 at 6%; with 100% employer match about $157,000 at 4% or $104,667 at 6%. |
| Fund Services Inc. Profit Sharing Plan and Trust | - | 5 | $243,487 | $62,800 | $12,560iApproximate average salary by contribution assumption: employee only about $314,000 at 4% or $209,333 at 6%; with 50% employer match about $209,333 at 4% or $139,556 at 6%; with 100% employer match about $157,000 at 4% or $104,667 at 6%. |