Civic Intelligence

Financial Guidance Group Inc.

Plan context: Financial Guidance Group 401(K) Plan

EIN 59-3408198 • Palm Harbor, FL • 17 filings • 2 plans

788 Samantha DrivePalm Harbor, FL 34683
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$1,225,506

2025 Contributions

$105,215

Historical Graphs

Total Assets Over Time

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

$1,225,506$612,753$0200820182025YearValue
$1,225,506Latest year 2025

Participants Over Time

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

630200820182025YearValue
5Latest year 2025

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
202515$1,225,506$105,215$21,043iApproximate average salary by contribution assumption: employee only about $526,075 at 4% or $350,717 at 6%; with 50% employer match about $350,717 at 4% or $233,811 at 6%; with 100% employer match about $263,038 at 4% or $175,358 at 6%.
Financial Guidance Group 401(K) Plan-5$1,225,506$105,215$21,043iApproximate average salary by contribution assumption: employee only about $526,075 at 4% or $350,717 at 6%; with 50% employer match about $350,717 at 4% or $233,811 at 6%; with 100% employer match about $263,038 at 4% or $175,358 at 6%.
202415$936,075$107,483$21,497iApproximate average salary by contribution assumption: employee only about $537,415 at 4% or $358,277 at 6%; with 50% employer match about $358,277 at 4% or $238,851 at 6%; with 100% employer match about $268,708 at 4% or $179,138 at 6%.
Financial Guidance Group 401(K) Plan-5$936,075$107,483$21,497iApproximate average salary by contribution assumption: employee only about $537,415 at 4% or $358,277 at 6%; with 50% employer match about $358,277 at 4% or $238,851 at 6%; with 100% employer match about $268,708 at 4% or $179,138 at 6%.
202316$710,759$102,526$17,088iApproximate average salary by contribution assumption: employee only about $427,192 at 4% or $284,794 at 6%; with 50% employer match about $284,794 at 4% or $189,863 at 6%; with 100% employer match about $213,596 at 4% or $142,397 at 6%.
Financial Guidance Group 401(K) Plan-6$710,759$102,526$17,088iApproximate average salary by contribution assumption: employee only about $427,192 at 4% or $284,794 at 6%; with 50% employer match about $284,794 at 4% or $189,863 at 6%; with 100% employer match about $213,596 at 4% or $142,397 at 6%.
202216$515,482$80,036$13,339iApproximate average salary by contribution assumption: employee only about $333,483 at 4% or $222,322 at 6%; with 50% employer match about $222,322 at 4% or $148,215 at 6%; with 100% employer match about $166,742 at 4% or $111,161 at 6%.
Financial Guidance Group 401(K) Plan-6$515,482$80,036$13,339iApproximate average salary by contribution assumption: employee only about $333,483 at 4% or $222,322 at 6%; with 50% employer match about $222,322 at 4% or $148,215 at 6%; with 100% employer match about $166,742 at 4% or $111,161 at 6%.
202116$530,144$91,524$15,254iApproximate average salary by contribution assumption: employee only about $381,350 at 4% or $254,233 at 6%; with 50% employer match about $254,233 at 4% or $169,489 at 6%; with 100% employer match about $190,675 at 4% or $127,117 at 6%.
Financial Guidance Group 401(K) Plan-6$530,144$91,524$15,254iApproximate average salary by contribution assumption: employee only about $381,350 at 4% or $254,233 at 6%; with 50% employer match about $254,233 at 4% or $169,489 at 6%; with 100% employer match about $190,675 at 4% or $127,117 at 6%.
202016$365,800$69,943$11,657iApproximate average salary by contribution assumption: employee only about $291,429 at 4% or $194,286 at 6%; with 50% employer match about $194,286 at 4% or $129,524 at 6%; with 100% employer match about $145,715 at 4% or $97,143 at 6%.
Financial Guidance Group 401(K) Plan-6$365,800$69,943$11,657iApproximate average salary by contribution assumption: employee only about $291,429 at 4% or $194,286 at 6%; with 50% employer match about $194,286 at 4% or $129,524 at 6%; with 100% employer match about $145,715 at 4% or $97,143 at 6%.
201915$244,855$61,061$12,212iApproximate average salary by contribution assumption: employee only about $305,305 at 4% or $203,537 at 6%; with 50% employer match about $203,537 at 4% or $135,691 at 6%; with 100% employer match about $152,653 at 4% or $101,768 at 6%.
Financial Guidance Group 401(K) Plan-5$244,855$61,061$12,212iApproximate average salary by contribution assumption: employee only about $305,305 at 4% or $203,537 at 6%; with 50% employer match about $203,537 at 4% or $135,691 at 6%; with 100% employer match about $152,653 at 4% or $101,768 at 6%.
201815$143,366$57,503$11,501iApproximate average salary by contribution assumption: employee only about $287,515 at 4% or $191,677 at 6%; with 50% employer match about $191,677 at 4% or $127,784 at 6%; with 100% employer match about $143,758 at 4% or $95,838 at 6%.
Financial Guidance Group 401(K) Plan-5$143,366$57,503$11,501iApproximate average salary by contribution assumption: employee only about $287,515 at 4% or $191,677 at 6%; with 50% employer match about $191,677 at 4% or $127,784 at 6%; with 100% employer match about $143,758 at 4% or $95,838 at 6%.
201715$97,775$64,598$12,920iApproximate average salary by contribution assumption: employee only about $322,990 at 4% or $215,327 at 6%; with 50% employer match about $215,327 at 4% or $143,551 at 6%; with 100% employer match about $161,495 at 4% or $107,663 at 6%.
Financial Guidance Group 401(K) Plan-5$97,775$64,598$12,920iApproximate average salary by contribution assumption: employee only about $322,990 at 4% or $215,327 at 6%; with 50% employer match about $215,327 at 4% or $143,551 at 6%; with 100% employer match about $161,495 at 4% or $107,663 at 6%.
201615$23,295$22,947$4,589iApproximate average salary by contribution assumption: employee only about $114,735 at 4% or $76,490 at 6%; with 50% employer match about $76,490 at 4% or $50,993 at 6%; with 100% employer match about $57,367 at 4% or $38,245 at 6%.
Financial Guidance Group 401(K) Plan-5$23,295$22,947$4,589iApproximate average salary by contribution assumption: employee only about $114,735 at 4% or $76,490 at 6%; with 50% employer match about $76,490 at 4% or $50,993 at 6%; with 100% employer match about $57,367 at 4% or $38,245 at 6%.
201410$0$0-
FINANCIAL GUIDANCE GROUP, INC. DB PLAN-0$0--
201312$589,970$115,000$57,500iApproximate average salary by contribution assumption: employee only about $1,437,500 at 4% or $958,333 at 6%; with 50% employer match about $958,333 at 4% or $638,889 at 6%; with 100% employer match about $718,750 at 4% or $479,167 at 6%.
FINANCIAL GUIDANCE GROUP, INC. DB PLAN-2$589,970$115,000$57,500iApproximate average salary by contribution assumption: employee only about $1,437,500 at 4% or $958,333 at 6%; with 50% employer match about $958,333 at 4% or $638,889 at 6%; with 100% employer match about $718,750 at 4% or $479,167 at 6%.
201212$436,758$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
FINANCIAL GUIDANCE GROUP, INC. DB PLAN-2$436,758$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201112$306,848$78,585$39,293iApproximate average salary by contribution assumption: employee only about $982,313 at 4% or $654,875 at 6%; with 50% employer match about $654,875 at 4% or $436,583 at 6%; with 100% employer match about $491,156 at 4% or $327,438 at 6%.
FINANCIAL GUIDANCE GROUP, INC. DB PLAN-2$306,848$78,585$39,293iApproximate average salary by contribution assumption: employee only about $982,313 at 4% or $654,875 at 6%; with 50% employer match about $654,875 at 4% or $436,583 at 6%; with 100% employer match about $491,156 at 4% or $327,438 at 6%.
201012$219,366$65,000$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
FINANCIAL GUIDANCE GROUP, INC. DB PLAN-2$219,366$65,000$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
200912$144,970$63,000$31,500iApproximate average salary by contribution assumption: employee only about $787,500 at 4% or $525,000 at 6%; with 50% employer match about $525,000 at 4% or $350,000 at 6%; with 100% employer match about $393,750 at 4% or $262,500 at 6%.
FINANCIAL GUIDANCE GROUP, INC. DB PLAN-2$144,970$63,000$31,500iApproximate average salary by contribution assumption: employee only about $787,500 at 4% or $525,000 at 6%; with 50% employer match about $525,000 at 4% or $350,000 at 6%; with 100% employer match about $393,750 at 4% or $262,500 at 6%.
200812$64,632$64,632$32,316iApproximate average salary by contribution assumption: employee only about $807,900 at 4% or $538,600 at 6%; with 50% employer match about $538,600 at 4% or $359,067 at 6%; with 100% employer match about $403,950 at 4% or $269,300 at 6%.
FINANCIAL GUIDANCE GROUP, INC. DB PLAN-2$64,632$64,632$32,316iApproximate average salary by contribution assumption: employee only about $807,900 at 4% or $538,600 at 6%; with 50% employer match about $538,600 at 4% or $359,067 at 6%; with 100% employer match about $403,950 at 4% or $269,300 at 6%.