Civic Intelligence

Financial Management, Inc.

Plan context: The Financial Management Solutions Inc. 401K Profit Sharing Plan & Trust

EIN 58-1818510 • Alpharetta, GA • 18 filings • 4 plans

1720 Windward ConcourseSuite 200Alpharetta, GA 30005
Current Snapshot

Latest Year

2016

2016 Participants

31

2016 Assets

$1,877,286

2016 Contributions

$363,091

Historical Graphs

Total Assets Over Time

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

$1,877,286$938,643$0199920082015YearValue
$1,877,286Latest year 2015

Participants Over Time

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

31160199920072015YearValue
31Latest year 2015

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
201610$0$0-
The Financial Management Solutions Inc. 401K Profit Sharing Plan & Trust-0$0--
2015131$1,877,286$363,091$11,713iApproximate average salary by contribution assumption: employee only about $292,815 at 4% or $195,210 at 6%; with 50% employer match about $195,210 at 4% or $130,140 at 6%; with 100% employer match about $146,408 at 4% or $97,605 at 6%.
The Financial Management Solutions Inc. 401K Profit Sharing Plan & Trust-31$1,877,286$363,091$11,713iApproximate average salary by contribution assumption: employee only about $292,815 at 4% or $195,210 at 6%; with 50% employer match about $195,210 at 4% or $130,140 at 6%; with 100% employer match about $146,408 at 4% or $97,605 at 6%.
2014123$1,693,994$243,849$10,602iApproximate average salary by contribution assumption: employee only about $265,053 at 4% or $176,702 at 6%; with 50% employer match about $176,702 at 4% or $117,801 at 6%; with 100% employer match about $132,527 at 4% or $88,351 at 6%.
The Financial Management Solutions Inc. 401K Profit Sharing Plan & Trust-23$1,693,994$243,849$10,602iApproximate average salary by contribution assumption: employee only about $265,053 at 4% or $176,702 at 6%; with 50% employer match about $176,702 at 4% or $117,801 at 6%; with 100% employer match about $132,527 at 4% or $88,351 at 6%.
2013121$1,374,114$226,760$10,798iApproximate average salary by contribution assumption: employee only about $269,952 at 4% or $179,968 at 6%; with 50% employer match about $179,968 at 4% or $119,979 at 6%; with 100% employer match about $134,976 at 4% or $89,984 at 6%.
The Financial Management Solutions Inc. 401K Profit Sharing Plan & Trust-21$1,374,114$226,760$10,798iApproximate average salary by contribution assumption: employee only about $269,952 at 4% or $179,968 at 6%; with 50% employer match about $179,968 at 4% or $119,979 at 6%; with 100% employer match about $134,976 at 4% or $89,984 at 6%.
2012119$1,326,654$201,762$10,619iApproximate average salary by contribution assumption: employee only about $265,476 at 4% or $176,984 at 6%; with 50% employer match about $176,984 at 4% or $117,989 at 6%; with 100% employer match about $132,738 at 4% or $88,492 at 6%.
The Financial Management Solutions Inc. 401K Profit Sharing Plan & Trust-19$1,326,654$201,762$10,619iApproximate average salary by contribution assumption: employee only about $265,476 at 4% or $176,984 at 6%; with 50% employer match about $176,984 at 4% or $117,989 at 6%; with 100% employer match about $132,738 at 4% or $88,492 at 6%.
2011116$1,342,996$163,048$10,191iApproximate average salary by contribution assumption: employee only about $254,763 at 4% or $169,842 at 6%; with 50% employer match about $169,842 at 4% or $113,228 at 6%; with 100% employer match about $127,381 at 4% or $84,921 at 6%.
The Financial Management Solutions Inc. 401K Profit Sharing Plan & Trust-16$1,342,996$163,048$10,191iApproximate average salary by contribution assumption: employee only about $254,763 at 4% or $169,842 at 6%; with 50% employer match about $169,842 at 4% or $113,228 at 6%; with 100% employer match about $127,381 at 4% or $84,921 at 6%.
2010117$1,272,968$177,111$10,418iApproximate average salary by contribution assumption: employee only about $260,457 at 4% or $173,638 at 6%; with 50% employer match about $173,638 at 4% or $115,759 at 6%; with 100% employer match about $130,229 at 4% or $86,819 at 6%.
The Financial Management Solutions Inc. 401K Profit Sharing Plan & Trust-17$1,272,968$177,111$10,418iApproximate average salary by contribution assumption: employee only about $260,457 at 4% or $173,638 at 6%; with 50% employer match about $173,638 at 4% or $115,759 at 6%; with 100% employer match about $130,229 at 4% or $86,819 at 6%.
2009115$1,207,722$156,130$10,409iApproximate average salary by contribution assumption: employee only about $260,217 at 4% or $173,478 at 6%; with 50% employer match about $173,478 at 4% or $115,652 at 6%; with 100% employer match about $130,108 at 4% or $86,739 at 6%.
The Financial Management Solutions Inc. 401K Profit Sharing Plan & Trust-15$1,207,722$156,130$10,409iApproximate average salary by contribution assumption: employee only about $260,217 at 4% or $173,478 at 6%; with 50% employer match about $173,478 at 4% or $115,652 at 6%; with 100% employer match about $130,108 at 4% or $86,739 at 6%.
2008112$800,534$119,503$9,959iApproximate average salary by contribution assumption: employee only about $248,965 at 4% or $165,976 at 6%; with 50% employer match about $165,976 at 4% or $110,651 at 6%; with 100% employer match about $124,482 at 4% or $82,988 at 6%.
The Financial Management Solutions Inc. 401K Profit Sharing Plan & Trust-12$800,534$119,503$9,959iApproximate average salary by contribution assumption: employee only about $248,965 at 4% or $165,976 at 6%; with 50% employer match about $165,976 at 4% or $110,651 at 6%; with 100% employer match about $124,482 at 4% or $82,988 at 6%.
2007112$0$0-
The Financial Management Solutions Inc. 401K Profit Sharing Plan & Trust-12---
2006112$965,979$123,294$10,275iApproximate average salary by contribution assumption: employee only about $256,863 at 4% or $171,242 at 6%; with 50% employer match about $171,242 at 4% or $114,161 at 6%; with 100% employer match about $128,431 at 4% or $85,621 at 6%.
The Financial Management Solutions Inc. 401K Profit Sharing Plan & Trust-12$965,979$123,294$10,275iApproximate average salary by contribution assumption: employee only about $256,863 at 4% or $171,242 at 6%; with 50% employer match about $171,242 at 4% or $114,161 at 6%; with 100% employer match about $128,431 at 4% or $85,621 at 6%.
2005112$795,527$102,359$8,530iApproximate average salary by contribution assumption: employee only about $213,248 at 4% or $142,165 at 6%; with 50% employer match about $142,165 at 4% or $94,777 at 6%; with 100% employer match about $106,624 at 4% or $71,083 at 6%.
The Financial Management Solutions Inc. 401K Profit Sharing Plan & Trust-12$795,527$102,359$8,530iApproximate average salary by contribution assumption: employee only about $213,248 at 4% or $142,165 at 6%; with 50% employer match about $142,165 at 4% or $94,777 at 6%; with 100% employer match about $106,624 at 4% or $71,083 at 6%.
2004114$699,141$177,604$12,686iApproximate average salary by contribution assumption: employee only about $317,150 at 4% or $211,433 at 6%; with 50% employer match about $211,433 at 4% or $140,956 at 6%; with 100% employer match about $158,575 at 4% or $105,717 at 6%.
The Financial Management Solutions Inc. 401K Profit Sharing Plan & Trust-14$699,141$177,604$12,686iApproximate average salary by contribution assumption: employee only about $317,150 at 4% or $211,433 at 6%; with 50% employer match about $211,433 at 4% or $140,956 at 6%; with 100% employer match about $158,575 at 4% or $105,717 at 6%.
2003118$471,580$142,741$7,930iApproximate average salary by contribution assumption: employee only about $198,251 at 4% or $132,168 at 6%; with 50% employer match about $132,168 at 4% or $88,112 at 6%; with 100% employer match about $99,126 at 4% or $66,084 at 6%.
The Financial Management Solutions Inc. 401K Profit Sharing Plan & Trust-18$471,580$142,741$7,930iApproximate average salary by contribution assumption: employee only about $198,251 at 4% or $132,168 at 6%; with 50% employer match about $132,168 at 4% or $88,112 at 6%; with 100% employer match about $99,126 at 4% or $66,084 at 6%.
2002118$284,646$120,932$6,718iApproximate average salary by contribution assumption: employee only about $167,961 at 4% or $111,974 at 6%; with 50% employer match about $111,974 at 4% or $74,649 at 6%; with 100% employer match about $83,981 at 4% or $55,987 at 6%.
The Financial Management Solutions Inc. 401K Profit Sharing Plan & Trust-18$284,646$120,932$6,718iApproximate average salary by contribution assumption: employee only about $167,961 at 4% or $111,974 at 6%; with 50% employer match about $111,974 at 4% or $74,649 at 6%; with 100% employer match about $83,981 at 4% or $55,987 at 6%.
2001115$380,125$109,839$7,323iApproximate average salary by contribution assumption: employee only about $183,065 at 4% or $122,043 at 6%; with 50% employer match about $122,043 at 4% or $81,362 at 6%; with 100% employer match about $91,533 at 4% or $61,022 at 6%.
The Financial Management Solutions Inc. 401K Profit Sharing Plan & Trust-15$380,125$109,839$7,323iApproximate average salary by contribution assumption: employee only about $183,065 at 4% or $122,043 at 6%; with 50% employer match about $122,043 at 4% or $81,362 at 6%; with 100% employer match about $91,533 at 4% or $61,022 at 6%.
2000114$344,411$93,186$6,656iApproximate average salary by contribution assumption: employee only about $166,404 at 4% or $110,936 at 6%; with 50% employer match about $110,936 at 4% or $73,957 at 6%; with 100% employer match about $83,202 at 4% or $55,468 at 6%.
The Financial Management Solutions Inc. 401K Profit Sharing Plan & Trust-14$344,411$93,186$6,656iApproximate average salary by contribution assumption: employee only about $166,404 at 4% or $110,936 at 6%; with 50% employer match about $110,936 at 4% or $73,957 at 6%; with 100% employer match about $83,202 at 4% or $55,468 at 6%.
1999112$306,158$72,658$6,055iApproximate average salary by contribution assumption: employee only about $151,371 at 4% or $100,914 at 6%; with 50% employer match about $100,914 at 4% or $67,276 at 6%; with 100% employer match about $75,685 at 4% or $50,457 at 6%.
The Financial Management Solutions Inc. 401K Profit Sharing Plan & Trust-12$306,158$72,658$6,055iApproximate average salary by contribution assumption: employee only about $151,371 at 4% or $100,914 at 6%; with 50% employer match about $100,914 at 4% or $67,276 at 6%; with 100% employer match about $75,685 at 4% or $50,457 at 6%.