Civic Intelligence

Fulcrum Direct Inc.

Plan context: Fulcrum Direct Inc. Defined Benefit Pension Plan

EIN 68-0476747 • Walnut Creek, CA • 10 filings • 1 plans

P O Box 5407Walnut Creek, CA 94596
Current Snapshot

Latest Year

2015

2015 Participants

2

2015 Assets

$856,901

2015 Contributions

$59,571

Historical Graphs

Total Assets Over Time

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

$856,901$428,451$0200520112014YearValue
$856,901Latest year 2014

Participants Over Time

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

210200520102014YearValue
2Latest year 2014

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
201510$0$0-
Fulcrum Direct Inc. Defined Benefit Pension Plan-0$0$0-
201412$856,901$59,571$29,786iApproximate average salary by contribution assumption: employee only about $744,638 at 4% or $496,425 at 6%; with 50% employer match about $496,425 at 4% or $330,950 at 6%; with 100% employer match about $372,319 at 4% or $248,213 at 6%.
Fulcrum Direct Inc. Defined Benefit Pension Plan-2$856,901$59,571$29,786iApproximate average salary by contribution assumption: employee only about $744,638 at 4% or $496,425 at 6%; with 50% employer match about $496,425 at 4% or $330,950 at 6%; with 100% employer match about $372,319 at 4% or $248,213 at 6%.
201312$775,630$59,571$29,786iApproximate average salary by contribution assumption: employee only about $744,638 at 4% or $496,425 at 6%; with 50% employer match about $496,425 at 4% or $330,950 at 6%; with 100% employer match about $372,319 at 4% or $248,213 at 6%.
Fulcrum Direct Inc. Defined Benefit Pension Plan-2$775,630$59,571$29,786iApproximate average salary by contribution assumption: employee only about $744,638 at 4% or $496,425 at 6%; with 50% employer match about $496,425 at 4% or $330,950 at 6%; with 100% employer match about $372,319 at 4% or $248,213 at 6%.
201212$671,605$59,569$29,785iApproximate average salary by contribution assumption: employee only about $744,613 at 4% or $496,408 at 6%; with 50% employer match about $496,408 at 4% or $330,939 at 6%; with 100% employer match about $372,306 at 4% or $248,204 at 6%.
Fulcrum Direct Inc. Defined Benefit Pension Plan-2$671,605$59,569$29,785iApproximate average salary by contribution assumption: employee only about $744,613 at 4% or $496,408 at 6%; with 50% employer match about $496,408 at 4% or $330,939 at 6%; with 100% employer match about $372,306 at 4% or $248,204 at 6%.
201112$574,155$59,573$29,787iApproximate average salary by contribution assumption: employee only about $744,663 at 4% or $496,442 at 6%; with 50% employer match about $496,442 at 4% or $330,961 at 6%; with 100% employer match about $372,331 at 4% or $248,221 at 6%.
Fulcrum Direct Inc. Defined Benefit Pension Plan-2$574,155$59,573$29,787iApproximate average salary by contribution assumption: employee only about $744,663 at 4% or $496,442 at 6%; with 50% employer match about $496,442 at 4% or $330,961 at 6%; with 100% employer match about $372,331 at 4% or $248,221 at 6%.
201012$516,569$59,573$29,787iApproximate average salary by contribution assumption: employee only about $744,663 at 4% or $496,442 at 6%; with 50% employer match about $496,442 at 4% or $330,961 at 6%; with 100% employer match about $372,331 at 4% or $248,221 at 6%.
Fulcrum Direct Inc. Defined Benefit Pension Plan-2$516,569$59,573$29,787iApproximate average salary by contribution assumption: employee only about $744,663 at 4% or $496,442 at 6%; with 50% employer match about $496,442 at 4% or $330,961 at 6%; with 100% employer match about $372,331 at 4% or $248,221 at 6%.
200912$362,907$0-
Fulcrum Direct Inc. Defined Benefit Pension Plan-2$362,907--
200712$0$0-
Fulcrum Direct Inc. Defined Benefit Pension Plan-2---
200612$215,914$182,491$91,246iApproximate average salary by contribution assumption: employee only about $2,281,138 at 4% or $1,520,758 at 6%; with 50% employer match about $1,520,758 at 4% or $1,013,839 at 6%; with 100% employer match about $1,140,569 at 4% or $760,379 at 6%.
Fulcrum Direct Inc. Defined Benefit Pension Plan-2$215,914$182,491$91,246iApproximate average salary by contribution assumption: employee only about $2,281,138 at 4% or $1,520,758 at 6%; with 50% employer match about $1,520,758 at 4% or $1,013,839 at 6%; with 100% employer match about $1,140,569 at 4% or $760,379 at 6%.
200512$41,872$41,872$20,936iApproximate average salary by contribution assumption: employee only about $523,400 at 4% or $348,933 at 6%; with 50% employer match about $348,933 at 4% or $232,622 at 6%; with 100% employer match about $261,700 at 4% or $174,467 at 6%.
Fulcrum Direct Inc. Defined Benefit Pension Plan-2$41,872$41,872$20,936iApproximate average salary by contribution assumption: employee only about $523,400 at 4% or $348,933 at 6%; with 50% employer match about $348,933 at 4% or $232,622 at 6%; with 100% employer match about $261,700 at 4% or $174,467 at 6%.