Financial Asset Mgmt
Plan context: Financial Asset Mgmt Systems Inc. 401K Plan
EIN 58-2067428 • Woodstock, GA • 69 filings • 33 plans
Current Snapshot
Latest Year
2024
2024 Participants
33
2024 Assets
$3,523,927
2024 Contributions
$65,470
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 | 33 | $3,523,927 | $65,470 | $1,984iApproximate average salary by contribution assumption: employee only about $49,598 at 4% or $33,066 at 6%; with 50% employer match about $33,066 at 4% or $22,044 at 6%; with 100% employer match about $24,799 at 4% or $16,533 at 6%. |
| Financial Asset Mgmt Systems Inc. 401K Plan | - | 33 | $3,523,927 | $65,470 | $1,984iApproximate average salary by contribution assumption: employee only about $49,598 at 4% or $33,066 at 6%; with 50% employer match about $33,066 at 4% or $22,044 at 6%; with 100% employer match about $24,799 at 4% or $16,533 at 6%. |
| 2023 | 1 | 31 | $3,137,627 | $159,238 | $5,137iApproximate average salary by contribution assumption: employee only about $128,418 at 4% or $85,612 at 6%; with 50% employer match about $85,612 at 4% or $57,075 at 6%; with 100% employer match about $64,209 at 4% or $42,806 at 6%. |
| Financial Asset Mgmt Systems Inc. 401K Plan | - | 31 | $3,137,627 | $159,238 | $5,137iApproximate average salary by contribution assumption: employee only about $128,418 at 4% or $85,612 at 6%; with 50% employer match about $85,612 at 4% or $57,075 at 6%; with 100% employer match about $64,209 at 4% or $42,806 at 6%. |
| 2022 | 1 | 31 | $2,588,664 | $212,609 | $6,858iApproximate average salary by contribution assumption: employee only about $171,459 at 4% or $114,306 at 6%; with 50% employer match about $114,306 at 4% or $76,204 at 6%; with 100% employer match about $85,729 at 4% or $57,153 at 6%. |
| Financial Asset Mgmt Systems Inc. 401K Plan | - | 31 | $2,588,664 | $212,609 | $6,858iApproximate average salary by contribution assumption: employee only about $171,459 at 4% or $114,306 at 6%; with 50% employer match about $114,306 at 4% or $76,204 at 6%; with 100% employer match about $85,729 at 4% or $57,153 at 6%. |
| 2021 | 1 | 31 | $3,576,299 | $218,368 | $7,044iApproximate average salary by contribution assumption: employee only about $176,103 at 4% or $117,402 at 6%; with 50% employer match about $117,402 at 4% or $78,268 at 6%; with 100% employer match about $88,052 at 4% or $58,701 at 6%. |
| Financial Asset Mgmt Systems Inc. 401K Plan | - | 31 | $3,576,299 | $218,368 | $7,044iApproximate average salary by contribution assumption: employee only about $176,103 at 4% or $117,402 at 6%; with 50% employer match about $117,402 at 4% or $78,268 at 6%; with 100% employer match about $88,052 at 4% or $58,701 at 6%. |
| 2020 | 1 | 34 | $3,094,479 | $186,678 | $5,491iApproximate average salary by contribution assumption: employee only about $137,263 at 4% or $91,509 at 6%; with 50% employer match about $91,509 at 4% or $61,006 at 6%; with 100% employer match about $68,632 at 4% or $45,754 at 6%. |
| Financial Asset Mgmt Systems Inc. 401K Plan | - | 34 | $3,094,479 | $186,678 | $5,491iApproximate average salary by contribution assumption: employee only about $137,263 at 4% or $91,509 at 6%; with 50% employer match about $91,509 at 4% or $61,006 at 6%; with 100% employer match about $68,632 at 4% or $45,754 at 6%. |
| 2019 | 1 | 51 | $2,752,592 | $205,868 | $4,037iApproximate average salary by contribution assumption: employee only about $100,916 at 4% or $67,277 at 6%; with 50% employer match about $67,277 at 4% or $44,851 at 6%; with 100% employer match about $50,458 at 4% or $33,639 at 6%. |
| Financial Asset Mgmt Systems Inc. 401K Plan | - | 51 | $2,752,592 | $205,868 | $4,037iApproximate average salary by contribution assumption: employee only about $100,916 at 4% or $67,277 at 6%; with 50% employer match about $67,277 at 4% or $44,851 at 6%; with 100% employer match about $50,458 at 4% or $33,639 at 6%. |
| 2018 | 1 | 62 | $2,550,891 | $256,747 | $4,141iApproximate average salary by contribution assumption: employee only about $103,527 at 4% or $69,018 at 6%; with 50% employer match about $69,018 at 4% or $46,012 at 6%; with 100% employer match about $51,764 at 4% or $34,509 at 6%. |
| Financial Asset Mgmt Systems Inc. 401K Plan | - | 62 | $2,550,891 | $256,747 | $4,141iApproximate average salary by contribution assumption: employee only about $103,527 at 4% or $69,018 at 6%; with 50% employer match about $69,018 at 4% or $46,012 at 6%; with 100% employer match about $51,764 at 4% or $34,509 at 6%. |
| 2017 | 1 | 106 | $2,875,471 | $255,427 | $2,410iApproximate average salary by contribution assumption: employee only about $60,242 at 4% or $40,161 at 6%; with 50% employer match about $40,161 at 4% or $26,774 at 6%; with 100% employer match about $30,121 at 4% or $20,081 at 6%. |
| Financial Asset Mgmt Systems Inc. 401K Plan | - | 106 | $2,875,471 | $255,427 | $2,410iApproximate average salary by contribution assumption: employee only about $60,242 at 4% or $40,161 at 6%; with 50% employer match about $40,161 at 4% or $26,774 at 6%; with 100% employer match about $30,121 at 4% or $20,081 at 6%. |
| 2016 | 1 | 97 | $2,712,717 | $623,371 | $6,427iApproximate average salary by contribution assumption: employee only about $160,663 at 4% or $107,108 at 6%; with 50% employer match about $107,108 at 4% or $71,406 at 6%; with 100% employer match about $80,331 at 4% or $53,554 at 6%. |
| Financial Asset Mgmt Systems Inc. 401K Plan | - | 97 | $2,712,717 | $623,371 | $6,427iApproximate average salary by contribution assumption: employee only about $160,663 at 4% or $107,108 at 6%; with 50% employer match about $107,108 at 4% or $71,406 at 6%; with 100% employer match about $80,331 at 4% or $53,554 at 6%. |
| 2015 | 2 | 217 | $2,538,668 | $752,655 | $3,468iApproximate average salary by contribution assumption: employee only about $86,711 at 4% or $57,808 at 6%; with 50% employer match about $57,808 at 4% or $38,538 at 6%; with 100% employer match about $43,356 at 4% or $28,904 at 6%. |
| Financial Asset Mgmt Systems Inc. 401K Plan | - | 195 | $2,538,668 | $752,655 | $3,860iApproximate average salary by contribution assumption: employee only about $96,494 at 4% or $64,329 at 6%; with 50% employer match about $64,329 at 4% or $42,886 at 6%; with 100% employer match about $48,247 at 4% or $32,165 at 6%. |
| FINANCIAL ASSET MANAGEMENT SYSTEMS, INC. WELFARE BENEFITS PLAN | - | 217 | - | - | - |
| 2014 | 4 | 352 | $2,413,315 | $723,364 | $2,055iApproximate average salary by contribution assumption: employee only about $51,375 at 4% or $34,250 at 6%; with 50% employer match about $34,250 at 4% or $22,833 at 6%; with 100% employer match about $25,688 at 4% or $17,125 at 6%. |
| Financial Asset Mgmt Systems Inc. 401K Plan | - | 352 | $2,413,315 | $723,364 | $2,055iApproximate average salary by contribution assumption: employee only about $51,375 at 4% or $34,250 at 6%; with 50% employer match about $34,250 at 4% or $22,833 at 6%; with 100% employer match about $25,688 at 4% or $17,125 at 6%. |
| AMERITAS LIFE INSURANCE CORP DENTAL INSURANCE 010-029345 | - | - | - | - | - |
| AETNA HEALTH/DISABILITY PLAN 0474565 | - | - | - | - | - |
| EYEMED VISION CARE VISION INSURANCE 9719543 | - | - | - | - | - |
| 2013 | 5 | 547 | $1,919,346 | $532,395 | $973iApproximate average salary by contribution assumption: employee only about $24,332 at 4% or $16,222 at 6%; with 50% employer match about $16,222 at 4% or $10,814 at 6%; with 100% employer match about $12,166 at 4% or $8,111 at 6%. |
| Financial Asset Mgmt Systems Inc. 401K Plan | - | 285 | $1,919,346 | $532,395 | $1,868iApproximate average salary by contribution assumption: employee only about $46,701 at 4% or $31,134 at 6%; with 50% employer match about $31,134 at 4% or $20,756 at 6%; with 100% employer match about $23,351 at 4% or $15,567 at 6%. |
| AMERITAS LIFE INSURANCE CORP DENTAL INSURANCE 010-029345 | - | 547 | - | - | - |
| EYEMED VISION CARE VISION INSURANCE 9719543 | - | 332 | - | - | - |
| CIGNA GROUP INSURANCE LIFE & DISABILITY FLX964714 | - | 299 | - | - | - |
| AETNA HEALTH PLAN 0474565 | - | - | - | - | - |
| 2012 | 5 | 435 | $1,470,065 | $330,514 | $760iApproximate average salary by contribution assumption: employee only about $18,995 at 4% or $12,663 at 6%; with 50% employer match about $12,663 at 4% or $8,442 at 6%; with 100% employer match about $9,498 at 4% or $6,332 at 6%. |
| Financial Asset Mgmt Systems Inc. 401K Plan | - | 244 | $1,470,065 | $330,514 | $1,355iApproximate average salary by contribution assumption: employee only about $33,864 at 4% or $22,576 at 6%; with 50% employer match about $22,576 at 4% or $15,051 at 6%; with 100% employer match about $16,932 at 4% or $11,288 at 6%. |
| EYEMED VISION CARE VISION INSURANCE 9719543 | - | 310 | - | - | - |
| AMERITAS LIFE INSURANCE CORP DENTAL INSURANCE 010-029345 | - | 435 | - | - | - |
| CIGNA LIFE & DISABILITY INSURANCE 01730 | - | 301 | - | - | - |
| AETNA MEDICAL PLAN 474565 | - | 397 | - | - | - |
| 2011 | 5 | 453 | $1,175,320 | $425,955 | $940iApproximate average salary by contribution assumption: employee only about $23,507 at 4% or $15,672 at 6%; with 50% employer match about $15,672 at 4% or $10,448 at 6%; with 100% employer match about $11,754 at 4% or $7,836 at 6%. |
| Financial Asset Mgmt Systems Inc. 401K Plan | - | 274 | $1,175,320 | $425,955 | $1,555iApproximate average salary by contribution assumption: employee only about $38,865 at 4% or $25,910 at 6%; with 50% employer match about $25,910 at 4% or $17,273 at 6%; with 100% employer match about $19,432 at 4% or $12,955 at 6%. |
| AMERITAS LIFE INSURANCE CORP DENTAL INSURANCE 010-029345 | - | 453 | - | - | - |
| BLUE CROSS BLUE SHIELD OF GEORGIA HEALTH PPO 1047626000 | - | 229 | - | - | - |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA LIFE & DISABILITY INSURANCE 01730 | - | 401 | - | - | - |
| EYEMED VISION CARE VISION INSURANCE 9719543 | - | 252 | - | - | - |
| 2010 | 5 | 413 | $1,098,933 | $468,613 | $1,135iApproximate average salary by contribution assumption: employee only about $28,366 at 4% or $18,911 at 6%; with 50% employer match about $18,911 at 4% or $12,607 at 6%; with 100% employer match about $14,183 at 4% or $9,455 at 6%. |
| Financial Asset Mgmt Systems Inc. 401K Plan | - | 308 | $1,098,933 | $468,613 | $1,521iApproximate average salary by contribution assumption: employee only about $38,037 at 4% or $25,358 at 6%; with 50% employer match about $25,358 at 4% or $16,905 at 6%; with 100% employer match about $19,018 at 4% or $12,679 at 6%. |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA LIFE & DISABILITY INSURANCE 01730 | - | 255 | - | - | - |
| BLUE CROSS BLUE SHIELD OF GEORGIA HEALTH PPO 1047626000 | - | 230 | - | - | - |
| AMERITAS LIFE INSURANCE CORP DENTAL INSURANCE 010-029345 | - | 413 | - | - | - |
| EYEMED VISION CARE VISION INSURANCE 9719543 | - | 244 | - | - | - |
| 2009 | 6 | 524 | $709,093 | $195,914 | $374iApproximate average salary by contribution assumption: employee only about $9,347 at 4% or $6,231 at 6%; with 50% employer match about $6,231 at 4% or $4,154 at 6%; with 100% employer match about $4,674 at 4% or $3,116 at 6%. |
| Financial Asset Mgmt Systems Inc. 401K Plan | - | 276 | $709,093 | $195,914 | $710iApproximate average salary by contribution assumption: employee only about $17,746 at 4% or $11,831 at 6%; with 50% employer match about $11,831 at 4% or $7,887 at 6%; with 100% employer match about $8,873 at 4% or $5,915 at 6%. |
| BLUE CROSS BLUE SHIELD OF GEORGIA HEALTH PPO 1047626000 | - | 249 | - | - | - |
| AMERITAS LIFE INSURANCE CORP DENTAL INSURANCE 010-029345 | - | 475 | - | - | - |
| BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA HEALTH HMO 1047626000 | - | 140 | - | - | - |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA LIFE & DISABILITY INSURANCE 01730 | - | 524 | - | - | - |
| EYEMED VISION CARE VISION INSURANCE 9719543 | - | 281 | - | - | - |
| 2008 | 4 | 282 | $600,618 | $287,826 | $1,021iApproximate average salary by contribution assumption: employee only about $25,516 at 4% or $17,011 at 6%; with 50% employer match about $17,011 at 4% or $11,341 at 6%; with 100% employer match about $12,758 at 4% or $8,505 at 6%. |
| Financial Asset Mgmt Systems Inc. 401K Plan | - | 282 | $600,618 | $287,826 | $1,021iApproximate average salary by contribution assumption: employee only about $25,516 at 4% or $17,011 at 6%; with 50% employer match about $17,011 at 4% or $11,341 at 6%; with 100% employer match about $12,758 at 4% or $8,505 at 6%. |
| LINCOLN NATIONAL LIFE INSURANCE CO AD&D LIFE 000010091830 | - | 152 | - | - | - |
| AETNA INC MEDICAL HHO CONTRACT US373330 | - | 0 | - | - | - |
| LINCOLN NATIONAL LIFE INSURANCE CO VOLUNTARY LIFE 000400001000 06637 | - | 129 | - | - | - |
| 2007 | 5 | 526 | $611,680 | $128,169 | $244iApproximate average salary by contribution assumption: employee only about $6,092 at 4% or $4,061 at 6%; with 50% employer match about $4,061 at 4% or $2,707 at 6%; with 100% employer match about $3,046 at 4% or $2,031 at 6%. |
| Financial Asset Mgmt Systems Inc. 401K Plan | - | 305 | $611,680 | $128,169 | $420iApproximate average salary by contribution assumption: employee only about $10,506 at 4% or $7,004 at 6%; with 50% employer match about $7,004 at 4% or $4,669 at 6%; with 100% employer match about $5,253 at 4% or $3,502 at 6%. |
| Unum Life Insurance Company of Life-Add Voluntary America 039285 | - | 191 | - | - | - |
| LINCOLN NATIONAL LIFE INSURANCE CO WEEKLY INCOME 000010090701 | - | 125 | - | - | - |
| AETNA INC MEDICAL HMO CONTRACT U5373330 | - | 526 | - | - | - |
| UNUM LIFE INSURANCE COMPANY OF LIFE-ADD VOLUNTARY AMERICA 039285 | - | 191 | - | - | - |
| 2006 | 8 | 243 | $514,645 | $138,679 | $571iApproximate average salary by contribution assumption: employee only about $14,267 at 4% or $9,512 at 6%; with 50% employer match about $9,512 at 4% or $6,341 at 6%; with 100% employer match about $7,134 at 4% or $4,756 at 6%. |
| Financial Asset Mgmt Systems Inc. 401K Plan | - | 243 | $514,645 | $138,679 | $571iApproximate average salary by contribution assumption: employee only about $14,267 at 4% or $9,512 at 6%; with 50% employer match about $9,512 at 4% or $6,341 at 6%; with 100% employer match about $7,134 at 4% or $4,756 at 6%. |
| FINANCIAL MANAGEMENT SYSTEMS INC | - | 62 | - | - | - |
| BLUE CROSS BLUE SHIELD OF GEORGIA MEDICAL INSURANCE 1035532-000 | - | 225 | - | - | - |
| BLUE CROSS BLUE SHIELD OF MISSOURI | - | 232 | - | - | - |
| UNUM LIFE INSURANCE COMPANY OF AMERICA ADD-LIFE VOLUNTARY | - | 191 | - | - | - |
| BLUE CROSS BLUE SHIELD OF GEORGIA MEDICAL INSURANCE 1035532-000 | - | 225 | - | - | - |
| UNUM LIFE INSURANCE COMPANY OF AMERICA ADD-LIFE VOLUNTARY | - | 191 | - | - | - |
| BLUE CROSS BLUE SHIELD OF MISSOURI | - | 232 | - | - | - |
| 2005 | 5 | 259 | $553,415 | $150,652 | $582iApproximate average salary by contribution assumption: employee only about $14,542 at 4% or $9,694 at 6%; with 50% employer match about $9,694 at 4% or $6,463 at 6%; with 100% employer match about $7,271 at 4% or $4,847 at 6%. |
| Financial Asset Mgmt Systems Inc. 401K Plan | - | 259 | $553,415 | $150,652 | $582iApproximate average salary by contribution assumption: employee only about $14,542 at 4% or $9,694 at 6%; with 50% employer match about $9,694 at 4% or $6,463 at 6%; with 100% employer match about $7,271 at 4% or $4,847 at 6%. |
| PRINCIPA FINANCIAL GROUP LIFE INSURANCE GROUP PLAN 57274 | - | 181 | - | - | - |
| Unum Life Insurance Company of Life-Add Voluntary America 039285 | - | 181 | - | - | - |
| BLUE CROSS BLUE SHIELD OF MISSOURI MEDICAL INSURANCE DENTAL INSURANCE 317421 | - | 115 | - | - | - |
| BLUE CROSS BLUE SHIELD OF GEORGIA MEDICAL INSURANCE 1035532 | - | 148 | - | - | - |
| 2004 | 1 | 235 | $441,985 | $154,912 | $659iApproximate average salary by contribution assumption: employee only about $16,480 at 4% or $10,987 at 6%; with 50% employer match about $10,987 at 4% or $7,324 at 6%; with 100% employer match about $8,240 at 4% or $5,493 at 6%. |
| Financial Asset Mgmt Systems Inc. 401K Plan | - | 235 | $441,985 | $154,912 | $659iApproximate average salary by contribution assumption: employee only about $16,480 at 4% or $10,987 at 6%; with 50% employer match about $10,987 at 4% or $7,324 at 6%; with 100% employer match about $8,240 at 4% or $5,493 at 6%. |
| 2003 | 1 | 194 | $344,344 | $147,401 | $760iApproximate average salary by contribution assumption: employee only about $18,995 at 4% or $12,663 at 6%; with 50% employer match about $12,663 at 4% or $8,442 at 6%; with 100% employer match about $9,497 at 4% or $6,332 at 6%. |
| Financial Asset Mgmt Systems Inc. 401K Plan | - | 194 | $344,344 | $147,401 | $760iApproximate average salary by contribution assumption: employee only about $18,995 at 4% or $12,663 at 6%; with 50% employer match about $12,663 at 4% or $8,442 at 6%; with 100% employer match about $9,497 at 4% or $6,332 at 6%. |
| 2002 | 1 | 155 | $180,275 | $131,896 | $851iApproximate average salary by contribution assumption: employee only about $21,274 at 4% or $14,182 at 6%; with 50% employer match about $14,182 at 4% or $9,455 at 6%; with 100% employer match about $10,637 at 4% or $7,091 at 6%. |
| Financial Asset Mgmt Systems Inc. 401K Plan | - | 155 | $180,275 | $131,896 | $851iApproximate average salary by contribution assumption: employee only about $21,274 at 4% or $14,182 at 6%; with 50% employer match about $14,182 at 4% or $9,455 at 6%; with 100% employer match about $10,637 at 4% or $7,091 at 6%. |
| 2001 | 1 | 109 | $98,552 | $61,839 | $567iApproximate average salary by contribution assumption: employee only about $14,183 at 4% or $9,456 at 6%; with 50% employer match about $9,456 at 4% or $6,304 at 6%; with 100% employer match about $7,092 at 4% or $4,728 at 6%. |
| Financial Asset Mgmt Systems Inc. 401K Plan | - | 109 | $98,552 | $61,839 | $567iApproximate average salary by contribution assumption: employee only about $14,183 at 4% or $9,456 at 6%; with 50% employer match about $9,456 at 4% or $6,304 at 6%; with 100% employer match about $7,092 at 4% or $4,728 at 6%. |
| 2000 | 1 | 72 | $74,541 | $60,421 | $839iApproximate average salary by contribution assumption: employee only about $20,980 at 4% or $13,986 at 6%; with 50% employer match about $13,986 at 4% or $9,324 at 6%; with 100% employer match about $10,490 at 4% or $6,993 at 6%. |
| Financial Asset Mgmt Systems Inc. 401K Plan | - | 72 | $74,541 | $60,421 | $839iApproximate average salary by contribution assumption: employee only about $20,980 at 4% or $13,986 at 6%; with 50% employer match about $13,986 at 4% or $9,324 at 6%; with 100% employer match about $10,490 at 4% or $6,993 at 6%. |
| 1999 | 1 | 58 | $43,499 | $40,431 | $697iApproximate average salary by contribution assumption: employee only about $17,427 at 4% or $11,618 at 6%; with 50% employer match about $11,618 at 4% or $7,745 at 6%; with 100% employer match about $8,714 at 4% or $5,809 at 6%. |
| Financial Asset Mgmt Systems Inc. 401K Plan | - | 58 | $43,499 | $40,431 | $697iApproximate average salary by contribution assumption: employee only about $17,427 at 4% or $11,618 at 6%; with 50% employer match about $11,618 at 4% or $7,745 at 6%; with 100% employer match about $8,714 at 4% or $5,809 at 6%. |