Fort Washington Financial Group LLC
Plan context: Fort Washington Financial Group LLC 401(K) Plan
EIN 71-0954854 • Fort Washington, PA • 19 filings • 2 plans
Current Snapshot
Latest Year
2022
2022 Participants
4
2022 Assets
$2,473,701
2022 Contributions
$33,293
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $33,293 | - |
| Fort Washington Financial Group LLC 401(K) Plan | - | 0 | $0 | $33,293 | - |
| 2021 | 1 | 4 | $2,473,701 | $98,167 | $24,542iApproximate average salary by contribution assumption: employee only about $613,544 at 4% or $409,029 at 6%; with 50% employer match about $409,029 at 4% or $272,686 at 6%; with 100% employer match about $306,772 at 4% or $204,515 at 6%. |
| Fort Washington Financial Group LLC 401(K) Plan | - | 4 | $2,473,701 | $98,167 | $24,542iApproximate average salary by contribution assumption: employee only about $613,544 at 4% or $409,029 at 6%; with 50% employer match about $409,029 at 4% or $272,686 at 6%; with 100% employer match about $306,772 at 4% or $204,515 at 6%. |
| 2020 | 1 | 4 | $2,126,416 | $102,353 | $25,588iApproximate average salary by contribution assumption: employee only about $639,706 at 4% or $426,471 at 6%; with 50% employer match about $426,471 at 4% or $284,314 at 6%; with 100% employer match about $319,853 at 4% or $213,235 at 6%. |
| Fort Washington Financial Group LLC 401(K) Plan | - | 4 | $2,126,416 | $102,353 | $25,588iApproximate average salary by contribution assumption: employee only about $639,706 at 4% or $426,471 at 6%; with 50% employer match about $426,471 at 4% or $284,314 at 6%; with 100% employer match about $319,853 at 4% or $213,235 at 6%. |
| 2019 | 1 | 4 | $2,030,977 | $97,109 | $24,277iApproximate average salary by contribution assumption: employee only about $606,931 at 4% or $404,621 at 6%; with 50% employer match about $404,621 at 4% or $269,747 at 6%; with 100% employer match about $303,466 at 4% or $202,310 at 6%. |
| Fort Washington Financial Group LLC 401(K) Plan | - | 4 | $2,030,977 | $97,109 | $24,277iApproximate average salary by contribution assumption: employee only about $606,931 at 4% or $404,621 at 6%; with 50% employer match about $404,621 at 4% or $269,747 at 6%; with 100% employer match about $303,466 at 4% or $202,310 at 6%. |
| 2018 | 1 | 4 | $1,626,644 | $92,624 | $23,156iApproximate average salary by contribution assumption: employee only about $578,900 at 4% or $385,933 at 6%; with 50% employer match about $385,933 at 4% or $257,289 at 6%; with 100% employer match about $289,450 at 4% or $192,967 at 6%. |
| Fort Washington Financial Group LLC 401(K) Plan | - | 4 | $1,626,644 | $92,624 | $23,156iApproximate average salary by contribution assumption: employee only about $578,900 at 4% or $385,933 at 6%; with 50% employer match about $385,933 at 4% or $257,289 at 6%; with 100% employer match about $289,450 at 4% or $192,967 at 6%. |
| 2017 | 1 | 4 | $1,617,873 | $90,648 | $22,662iApproximate average salary by contribution assumption: employee only about $566,550 at 4% or $377,700 at 6%; with 50% employer match about $377,700 at 4% or $251,800 at 6%; with 100% employer match about $283,275 at 4% or $188,850 at 6%. |
| Fort Washington Financial Group LLC 401(K) Plan | - | 4 | $1,617,873 | $90,648 | $22,662iApproximate average salary by contribution assumption: employee only about $566,550 at 4% or $377,700 at 6%; with 50% employer match about $377,700 at 4% or $251,800 at 6%; with 100% employer match about $283,275 at 4% or $188,850 at 6%. |
| 2016 | 1 | 5 | $1,454,408 | $95,857 | $19,171iApproximate average salary by contribution assumption: employee only about $479,285 at 4% or $319,523 at 6%; with 50% employer match about $319,523 at 4% or $213,016 at 6%; with 100% employer match about $239,643 at 4% or $159,762 at 6%. |
| Fort Washington Financial Group LLC 401(K) Plan | - | 5 | $1,454,408 | $95,857 | $19,171iApproximate average salary by contribution assumption: employee only about $479,285 at 4% or $319,523 at 6%; with 50% employer match about $319,523 at 4% or $213,016 at 6%; with 100% employer match about $239,643 at 4% or $159,762 at 6%. |
| 2015 | 1 | 5 | $1,289,778 | $87,307 | $17,461iApproximate average salary by contribution assumption: employee only about $436,535 at 4% or $291,023 at 6%; with 50% employer match about $291,023 at 4% or $194,016 at 6%; with 100% employer match about $218,268 at 4% or $145,512 at 6%. |
| Fort Washington Financial Group LLC 401(K) Plan | - | 5 | $1,289,778 | $87,307 | $17,461iApproximate average salary by contribution assumption: employee only about $436,535 at 4% or $291,023 at 6%; with 50% employer match about $291,023 at 4% or $194,016 at 6%; with 100% employer match about $218,268 at 4% or $145,512 at 6%. |
| 2014 | 1 | 5 | $1,203,673 | $92,714 | $18,543iApproximate average salary by contribution assumption: employee only about $463,570 at 4% or $309,047 at 6%; with 50% employer match about $309,047 at 4% or $206,031 at 6%; with 100% employer match about $231,785 at 4% or $154,523 at 6%. |
| Fort Washington Financial Group LLC 401(K) Plan | - | 5 | $1,203,673 | $92,714 | $18,543iApproximate average salary by contribution assumption: employee only about $463,570 at 4% or $309,047 at 6%; with 50% employer match about $309,047 at 4% or $206,031 at 6%; with 100% employer match about $231,785 at 4% or $154,523 at 6%. |
| 2013 | 1 | 4 | $1,051,531 | $93,850 | $23,463iApproximate average salary by contribution assumption: employee only about $586,563 at 4% or $391,042 at 6%; with 50% employer match about $391,042 at 4% or $260,694 at 6%; with 100% employer match about $293,281 at 4% or $195,521 at 6%. |
| Fort Washington Financial Group LLC 401(K) Plan | - | 4 | $1,051,531 | $93,850 | $23,463iApproximate average salary by contribution assumption: employee only about $586,563 at 4% or $391,042 at 6%; with 50% employer match about $391,042 at 4% or $260,694 at 6%; with 100% employer match about $293,281 at 4% or $195,521 at 6%. |
| 2012 | 1 | 4 | $763,222 | $97,830 | $24,458iApproximate average salary by contribution assumption: employee only about $611,438 at 4% or $407,625 at 6%; with 50% employer match about $407,625 at 4% or $271,750 at 6%; with 100% employer match about $305,719 at 4% or $203,813 at 6%. |
| Fort Washington Financial Group LLC 401(K) Plan | - | 4 | $763,222 | $97,830 | $24,458iApproximate average salary by contribution assumption: employee only about $611,438 at 4% or $407,625 at 6%; with 50% employer match about $407,625 at 4% or $271,750 at 6%; with 100% employer match about $305,719 at 4% or $203,813 at 6%. |
| 2011 | 1 | 5 | $638,799 | $79,192 | $15,838iApproximate average salary by contribution assumption: employee only about $395,960 at 4% or $263,973 at 6%; with 50% employer match about $263,973 at 4% or $175,982 at 6%; with 100% employer match about $197,980 at 4% or $131,987 at 6%. |
| Fort Washington Financial Group LLC 401(K) Plan | - | 5 | $638,799 | $79,192 | $15,838iApproximate average salary by contribution assumption: employee only about $395,960 at 4% or $263,973 at 6%; with 50% employer match about $263,973 at 4% or $175,982 at 6%; with 100% employer match about $197,980 at 4% or $131,987 at 6%. |
| 2010 | 1 | 5 | $590,950 | $65,477 | $13,095iApproximate average salary by contribution assumption: employee only about $327,385 at 4% or $218,257 at 6%; with 50% employer match about $218,257 at 4% or $145,504 at 6%; with 100% employer match about $163,693 at 4% or $109,128 at 6%. |
| Fort Washington Financial Group LLC 401(K) Plan | - | 5 | $590,950 | $65,477 | $13,095iApproximate average salary by contribution assumption: employee only about $327,385 at 4% or $218,257 at 6%; with 50% employer match about $218,257 at 4% or $145,504 at 6%; with 100% employer match about $163,693 at 4% or $109,128 at 6%. |
| 2009 | 1 | 5 | $447,232 | $73,245 | $14,649iApproximate average salary by contribution assumption: employee only about $366,225 at 4% or $244,150 at 6%; with 50% employer match about $244,150 at 4% or $162,767 at 6%; with 100% employer match about $183,113 at 4% or $122,075 at 6%. |
| Fort Washington Financial Group LLC 401(K) Plan | - | 5 | $447,232 | $73,245 | $14,649iApproximate average salary by contribution assumption: employee only about $366,225 at 4% or $244,150 at 6%; with 50% employer match about $244,150 at 4% or $162,767 at 6%; with 100% employer match about $183,113 at 4% or $122,075 at 6%. |
| 2008 | 1 | 5 | $262,828 | $89,841 | $17,968iApproximate average salary by contribution assumption: employee only about $449,205 at 4% or $299,470 at 6%; with 50% employer match about $299,470 at 4% or $199,647 at 6%; with 100% employer match about $224,603 at 4% or $149,735 at 6%. |
| Fort Washington Financial Group LLC 401(K) Plan | - | 5 | $262,828 | $89,841 | $17,968iApproximate average salary by contribution assumption: employee only about $449,205 at 4% or $299,470 at 6%; with 50% employer match about $299,470 at 4% or $199,647 at 6%; with 100% employer match about $224,603 at 4% or $149,735 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Fort Washington Financial Group LLC 401(K) Plan | - | 5 | - | - | - |
| 2006 | 1 | 5 | $229,724 | $73,837 | $14,767iApproximate average salary by contribution assumption: employee only about $369,185 at 4% or $246,123 at 6%; with 50% employer match about $246,123 at 4% or $164,082 at 6%; with 100% employer match about $184,593 at 4% or $123,062 at 6%. |
| Fort Washington Financial Group LLC 401(K) Plan | - | 5 | $229,724 | $73,837 | $14,767iApproximate average salary by contribution assumption: employee only about $369,185 at 4% or $246,123 at 6%; with 50% employer match about $246,123 at 4% or $164,082 at 6%; with 100% employer match about $184,593 at 4% or $123,062 at 6%. |
| 2005 | 1 | 4 | $131,441 | $65,868 | $16,467iApproximate average salary by contribution assumption: employee only about $411,675 at 4% or $274,450 at 6%; with 50% employer match about $274,450 at 4% or $182,967 at 6%; with 100% employer match about $205,838 at 4% or $137,225 at 6%. |
| Fort Washington Financial Group LLC 401(K) Plan | - | 4 | $131,441 | $65,868 | $16,467iApproximate average salary by contribution assumption: employee only about $411,675 at 4% or $274,450 at 6%; with 50% employer match about $274,450 at 4% or $182,967 at 6%; with 100% employer match about $205,838 at 4% or $137,225 at 6%. |
| 2004 | 1 | 4 | $50,914 | $46,647 | $11,662iApproximate average salary by contribution assumption: employee only about $291,544 at 4% or $194,363 at 6%; with 50% employer match about $194,363 at 4% or $129,575 at 6%; with 100% employer match about $145,772 at 4% or $97,181 at 6%. |
| Fort Washington Financial Group LLC 401(K) Plan | - | 4 | $50,914 | $46,647 | $11,662iApproximate average salary by contribution assumption: employee only about $291,544 at 4% or $194,363 at 6%; with 50% employer match about $194,363 at 4% or $129,575 at 6%; with 100% employer match about $145,772 at 4% or $97,181 at 6%. |