Civic Intelligence

Financial Strategy Group PLC

Plan context: Financial Strategy Group PLC 401(K) Profit Sharing Plan

EIN 62-1795474 • Memphis, TN • 18 filings • 3 plans

700 Colonial Road, Suite 120Memphis, TN 38117
Current Snapshot

Latest Year

2017

2017 Participants

19

2017 Assets

$2,452,109

2017 Contributions

$22,252

Historical Graphs

Total Assets Over Time

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

$2,452,109$1,226,055$0200120102016YearValue
$2,452,109Latest year 2016

Participants Over Time

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

22110200020082016YearValue
19Latest year 2016

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
201710$0$22,252-
Financial Strategy Group PLC 401(K) Profit Sharing Plan-0$0$22,252-
2016119$2,452,109$37,571$1,977iApproximate average salary by contribution assumption: employee only about $49,436 at 4% or $32,957 at 6%; with 50% employer match about $32,957 at 4% or $21,971 at 6%; with 100% employer match about $24,718 at 4% or $16,479 at 6%.
Financial Strategy Group PLC 401(K) Profit Sharing Plan-19$2,452,109$37,571$1,977iApproximate average salary by contribution assumption: employee only about $49,436 at 4% or $32,957 at 6%; with 50% employer match about $32,957 at 4% or $21,971 at 6%; with 100% employer match about $24,718 at 4% or $16,479 at 6%.
2015119$2,169,537$41,594$2,189iApproximate average salary by contribution assumption: employee only about $54,729 at 4% or $36,486 at 6%; with 50% employer match about $36,486 at 4% or $24,324 at 6%; with 100% employer match about $27,364 at 4% or $18,243 at 6%.
Financial Strategy Group PLC 401(K) Profit Sharing Plan-19$2,169,537$41,594$2,189iApproximate average salary by contribution assumption: employee only about $54,729 at 4% or $36,486 at 6%; with 50% employer match about $36,486 at 4% or $24,324 at 6%; with 100% employer match about $27,364 at 4% or $18,243 at 6%.
2014119$2,193,778$123,641$6,507iApproximate average salary by contribution assumption: employee only about $162,686 at 4% or $108,457 at 6%; with 50% employer match about $108,457 at 4% or $72,305 at 6%; with 100% employer match about $81,343 at 4% or $54,229 at 6%.
Financial Strategy Group PLC 401(K) Profit Sharing Plan-19$2,193,778$123,641$6,507iApproximate average salary by contribution assumption: employee only about $162,686 at 4% or $108,457 at 6%; with 50% employer match about $108,457 at 4% or $72,305 at 6%; with 100% employer match about $81,343 at 4% or $54,229 at 6%.
2013119$1,980,408$73,470$3,867iApproximate average salary by contribution assumption: employee only about $96,671 at 4% or $64,447 at 6%; with 50% employer match about $64,447 at 4% or $42,965 at 6%; with 100% employer match about $48,336 at 4% or $32,224 at 6%.
Financial Strategy Group PLC 401(K) Profit Sharing Plan-19$1,980,408$73,470$3,867iApproximate average salary by contribution assumption: employee only about $96,671 at 4% or $64,447 at 6%; with 50% employer match about $64,447 at 4% or $42,965 at 6%; with 100% employer match about $48,336 at 4% or $32,224 at 6%.
2012119$1,565,022$78,110$4,111iApproximate average salary by contribution assumption: employee only about $102,776 at 4% or $68,518 at 6%; with 50% employer match about $68,518 at 4% or $45,678 at 6%; with 100% employer match about $51,388 at 4% or $34,259 at 6%.
Financial Strategy Group PLC 401(K) Profit Sharing Plan-19$1,565,022$78,110$4,111iApproximate average salary by contribution assumption: employee only about $102,776 at 4% or $68,518 at 6%; with 50% employer match about $68,518 at 4% or $45,678 at 6%; with 100% employer match about $51,388 at 4% or $34,259 at 6%.
2011121$1,406,808$91,001$4,333iApproximate average salary by contribution assumption: employee only about $108,335 at 4% or $72,223 at 6%; with 50% employer match about $72,223 at 4% or $48,149 at 6%; with 100% employer match about $54,167 at 4% or $36,112 at 6%.
Financial Strategy Group PLC 401(K) Profit Sharing Plan-21$1,406,808$91,001$4,333iApproximate average salary by contribution assumption: employee only about $108,335 at 4% or $72,223 at 6%; with 50% employer match about $72,223 at 4% or $48,149 at 6%; with 100% employer match about $54,167 at 4% or $36,112 at 6%.
2010120$1,413,372$87,122$4,356iApproximate average salary by contribution assumption: employee only about $108,903 at 4% or $72,602 at 6%; with 50% employer match about $72,602 at 4% or $48,401 at 6%; with 100% employer match about $54,451 at 4% or $36,301 at 6%.
Financial Strategy Group PLC 401(K) Profit Sharing Plan-20$1,413,372$87,122$4,356iApproximate average salary by contribution assumption: employee only about $108,903 at 4% or $72,602 at 6%; with 50% employer match about $72,602 at 4% or $48,401 at 6%; with 100% employer match about $54,451 at 4% or $36,301 at 6%.
2009122$1,154,716$109,632$4,983iApproximate average salary by contribution assumption: employee only about $124,582 at 4% or $83,055 at 6%; with 50% employer match about $83,055 at 4% or $55,370 at 6%; with 100% employer match about $62,291 at 4% or $41,527 at 6%.
Financial Strategy Group PLC 401(K) Profit Sharing Plan-22$1,154,716$109,632$4,983iApproximate average salary by contribution assumption: employee only about $124,582 at 4% or $83,055 at 6%; with 50% employer match about $83,055 at 4% or $55,370 at 6%; with 100% employer match about $62,291 at 4% or $41,527 at 6%.
2008115$0$0-
Financial Strategy Group PLC 401(K) Profit Sharing Plan-15---
2007114$0$0-
Financial Strategy Group PLC 401(K) Profit Sharing Plan-14---
2006116$1,185,501$103,657$6,479iApproximate average salary by contribution assumption: employee only about $161,964 at 4% or $107,976 at 6%; with 50% employer match about $107,976 at 4% or $71,984 at 6%; with 100% employer match about $80,982 at 4% or $53,988 at 6%.
Financial Strategy Group PLC 401(K) Profit Sharing Plan-16$1,185,501$103,657$6,479iApproximate average salary by contribution assumption: employee only about $161,964 at 4% or $107,976 at 6%; with 50% employer match about $107,976 at 4% or $71,984 at 6%; with 100% employer match about $80,982 at 4% or $53,988 at 6%.
2005113$969,218$133,606$10,277iApproximate average salary by contribution assumption: employee only about $256,935 at 4% or $171,290 at 6%; with 50% employer match about $171,290 at 4% or $114,193 at 6%; with 100% employer match about $128,467 at 4% or $85,645 at 6%.
Financial Strategy Group PLC 401(K) Profit Sharing Plan-13$969,218$133,606$10,277iApproximate average salary by contribution assumption: employee only about $256,935 at 4% or $171,290 at 6%; with 50% employer match about $171,290 at 4% or $114,193 at 6%; with 100% employer match about $128,467 at 4% or $85,645 at 6%.
2004116$768,483$150,990$9,437iApproximate average salary by contribution assumption: employee only about $235,922 at 4% or $157,281 at 6%; with 50% employer match about $157,281 at 4% or $104,854 at 6%; with 100% employer match about $117,961 at 4% or $78,641 at 6%.
Financial Strategy Group PLC 401(K) Profit Sharing Plan-16$768,483$150,990$9,437iApproximate average salary by contribution assumption: employee only about $235,922 at 4% or $157,281 at 6%; with 50% employer match about $157,281 at 4% or $104,854 at 6%; with 100% employer match about $117,961 at 4% or $78,641 at 6%.
2003117$533,470$166,602$9,800iApproximate average salary by contribution assumption: employee only about $245,003 at 4% or $163,335 at 6%; with 50% employer match about $163,335 at 4% or $108,890 at 6%; with 100% employer match about $122,501 at 4% or $81,668 at 6%.
Financial Strategy Group PLC 401(K) Profit Sharing Plan-17$533,470$166,602$9,800iApproximate average salary by contribution assumption: employee only about $245,003 at 4% or $163,335 at 6%; with 50% employer match about $163,335 at 4% or $108,890 at 6%; with 100% employer match about $122,501 at 4% or $81,668 at 6%.
2002116$288,309$165,177$10,324iApproximate average salary by contribution assumption: employee only about $258,089 at 4% or $172,059 at 6%; with 50% employer match about $172,059 at 4% or $114,706 at 6%; with 100% employer match about $129,045 at 4% or $86,030 at 6%.
Financial Strategy Group PLC 401(K) Profit Sharing Plan-16$288,309$165,177$10,324iApproximate average salary by contribution assumption: employee only about $258,089 at 4% or $172,059 at 6%; with 50% employer match about $172,059 at 4% or $114,706 at 6%; with 100% employer match about $129,045 at 4% or $86,030 at 6%.
2001120$156,758$102,505$5,125iApproximate average salary by contribution assumption: employee only about $128,131 at 4% or $85,421 at 6%; with 50% employer match about $85,421 at 4% or $56,947 at 6%; with 100% employer match about $64,066 at 4% or $42,710 at 6%.
Financial Strategy Group PLC 401(K) Profit Sharing Plan-20$156,758$102,505$5,125iApproximate average salary by contribution assumption: employee only about $128,131 at 4% or $85,421 at 6%; with 50% employer match about $85,421 at 4% or $56,947 at 6%; with 100% employer match about $64,066 at 4% or $42,710 at 6%.
2000114$0$0-
Financial Strategy Group PLC 401(K) Profit Sharing Plan-14---