Civic Intelligence

Financial Telesis Inc.

Plan context: Financial Telesis Inc. 401K Plan

EIN 68-0279977 • San Rafael, CA • 13 filings • 2 plans

4340 Redwood Highwy, Suite B-75San Rafael, CA 94903
Current Snapshot

Latest Year

2018

2018 Participants

2

2018 Assets

$685,496

2018 Contributions

$24,500

Historical Graphs

Total Assets Over Time

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

$1,472,075$736,038$0200620122018YearValue
$685,496Latest year 2018

Participants Over Time

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

31160200620122018YearValue
2Latest year 2018

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
201812$685,496$24,500$12,250iApproximate average salary by contribution assumption: employee only about $306,250 at 4% or $204,167 at 6%; with 50% employer match about $204,167 at 4% or $136,111 at 6%; with 100% employer match about $153,125 at 4% or $102,083 at 6%.
Financial Telesis Inc. 401K Plan-2$685,496$24,500$12,250iApproximate average salary by contribution assumption: employee only about $306,250 at 4% or $204,167 at 6%; with 50% employer match about $204,167 at 4% or $136,111 at 6%; with 100% employer match about $153,125 at 4% or $102,083 at 6%.
201712$887,706$38,950$19,475iApproximate average salary by contribution assumption: employee only about $486,875 at 4% or $324,583 at 6%; with 50% employer match about $324,583 at 4% or $216,389 at 6%; with 100% employer match about $243,438 at 4% or $162,292 at 6%.
Financial Telesis Inc. 401K Plan-2$887,706$38,950$19,475iApproximate average salary by contribution assumption: employee only about $486,875 at 4% or $324,583 at 6%; with 50% employer match about $324,583 at 4% or $216,389 at 6%; with 100% employer match about $243,438 at 4% or $162,292 at 6%.
201612$697,809$59,000$29,500iApproximate average salary by contribution assumption: employee only about $737,500 at 4% or $491,667 at 6%; with 50% employer match about $491,667 at 4% or $327,778 at 6%; with 100% employer match about $368,750 at 4% or $245,833 at 6%.
Financial Telesis Inc. 401K Plan-2$697,809$59,000$29,500iApproximate average salary by contribution assumption: employee only about $737,500 at 4% or $491,667 at 6%; with 50% employer match about $491,667 at 4% or $327,778 at 6%; with 100% employer match about $368,750 at 4% or $245,833 at 6%.
201516$1,131,760$66,979$11,163iApproximate average salary by contribution assumption: employee only about $279,079 at 4% or $186,053 at 6%; with 50% employer match about $186,053 at 4% or $124,035 at 6%; with 100% employer match about $139,540 at 4% or $93,026 at 6%.
Financial Telesis Inc. 401K Plan-6$1,131,760$66,979$11,163iApproximate average salary by contribution assumption: employee only about $279,079 at 4% or $186,053 at 6%; with 50% employer match about $186,053 at 4% or $124,035 at 6%; with 100% employer match about $139,540 at 4% or $93,026 at 6%.
201418$1,162,904$163,030$20,379iApproximate average salary by contribution assumption: employee only about $509,469 at 4% or $339,646 at 6%; with 50% employer match about $339,646 at 4% or $226,431 at 6%; with 100% employer match about $254,734 at 4% or $169,823 at 6%.
Financial Telesis Inc. 401K Plan-8$1,162,904$163,030$20,379iApproximate average salary by contribution assumption: employee only about $509,469 at 4% or $339,646 at 6%; with 50% employer match about $339,646 at 4% or $226,431 at 6%; with 100% employer match about $254,734 at 4% or $169,823 at 6%.
2013112$1,472,075$261,496$21,791iApproximate average salary by contribution assumption: employee only about $544,783 at 4% or $363,189 at 6%; with 50% employer match about $363,189 at 4% or $242,126 at 6%; with 100% employer match about $272,392 at 4% or $181,594 at 6%.
Financial Telesis Inc. 401K Plan-12$1,472,075$261,496$21,791iApproximate average salary by contribution assumption: employee only about $544,783 at 4% or $363,189 at 6%; with 50% employer match about $363,189 at 4% or $242,126 at 6%; with 100% employer match about $272,392 at 4% or $181,594 at 6%.
2012131$994,886$220,700$7,119iApproximate average salary by contribution assumption: employee only about $177,984 at 4% or $118,656 at 6%; with 50% employer match about $118,656 at 4% or $79,104 at 6%; with 100% employer match about $88,992 at 4% or $59,328 at 6%.
Financial Telesis Inc. 401K Plan-31$994,886$220,700$7,119iApproximate average salary by contribution assumption: employee only about $177,984 at 4% or $118,656 at 6%; with 50% employer match about $118,656 at 4% or $79,104 at 6%; with 100% employer match about $88,992 at 4% or $59,328 at 6%.
2011129$755,377$147,374$5,082iApproximate average salary by contribution assumption: employee only about $127,047 at 4% or $84,698 at 6%; with 50% employer match about $84,698 at 4% or $56,465 at 6%; with 100% employer match about $63,523 at 4% or $42,349 at 6%.
Financial Telesis Inc. 401K Plan-29$755,377$147,374$5,082iApproximate average salary by contribution assumption: employee only about $127,047 at 4% or $84,698 at 6%; with 50% employer match about $84,698 at 4% or $56,465 at 6%; with 100% employer match about $63,523 at 4% or $42,349 at 6%.
2010127$600,279$175,595$6,504iApproximate average salary by contribution assumption: employee only about $162,588 at 4% or $108,392 at 6%; with 50% employer match about $108,392 at 4% or $72,261 at 6%; with 100% employer match about $81,294 at 4% or $54,196 at 6%.
Financial Telesis Inc. 401K Plan-27$600,279$175,595$6,504iApproximate average salary by contribution assumption: employee only about $162,588 at 4% or $108,392 at 6%; with 50% employer match about $108,392 at 4% or $72,261 at 6%; with 100% employer match about $81,294 at 4% or $54,196 at 6%.
2009121$374,669$133,829$6,373iApproximate average salary by contribution assumption: employee only about $159,320 at 4% or $106,213 at 6%; with 50% employer match about $106,213 at 4% or $70,809 at 6%; with 100% employer match about $79,660 at 4% or $53,107 at 6%.
Financial Telesis Inc. 401K Plan-21$374,669$133,829$6,373iApproximate average salary by contribution assumption: employee only about $159,320 at 4% or $106,213 at 6%; with 50% employer match about $106,213 at 4% or $70,809 at 6%; with 100% employer match about $79,660 at 4% or $53,107 at 6%.
2008117$185,779$102,440$6,026iApproximate average salary by contribution assumption: employee only about $150,647 at 4% or $100,431 at 6%; with 50% employer match about $100,431 at 4% or $66,954 at 6%; with 100% employer match about $75,324 at 4% or $50,216 at 6%.
Financial Telesis Inc. 401K Plan-17$185,779$102,440$6,026iApproximate average salary by contribution assumption: employee only about $150,647 at 4% or $100,431 at 6%; with 50% employer match about $100,431 at 4% or $66,954 at 6%; with 100% employer match about $75,324 at 4% or $50,216 at 6%.
2007112$196,323$89,216$7,435iApproximate average salary by contribution assumption: employee only about $185,867 at 4% or $123,911 at 6%; with 50% employer match about $123,911 at 4% or $82,607 at 6%; with 100% employer match about $92,933 at 4% or $61,956 at 6%.
Financial Telesis Inc. 401K Plan-12$196,323$89,216$7,435iApproximate average salary by contribution assumption: employee only about $185,867 at 4% or $123,911 at 6%; with 50% employer match about $123,911 at 4% or $82,607 at 6%; with 100% employer match about $92,933 at 4% or $61,956 at 6%.
200614$77,060$70,402$17,601iApproximate average salary by contribution assumption: employee only about $440,013 at 4% or $293,342 at 6%; with 50% employer match about $293,342 at 4% or $195,561 at 6%; with 100% employer match about $220,006 at 4% or $146,671 at 6%.
Financial Telesis Inc. 401K Plan-4$77,060$70,402$17,601iApproximate average salary by contribution assumption: employee only about $440,013 at 4% or $293,342 at 6%; with 50% employer match about $293,342 at 4% or $195,561 at 6%; with 100% employer match about $220,006 at 4% or $146,671 at 6%.