Francis Financial Group LLC
Plan context: Francis Financial Group LLC 401K Profit Sharing Plan & Trust
EIN 72-1492773 • New Orleans, LA • 6 filings • 3 plans
Current Snapshot
Latest Year
2015
2015 Participants
3
2015 Assets
$14,290
2015 Contributions
$1,269
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 3 | $14,290 | $1,269 | $423iApproximate average salary by contribution assumption: employee only about $10,575 at 4% or $7,050 at 6%; with 50% employer match about $7,050 at 4% or $4,700 at 6%; with 100% employer match about $5,288 at 4% or $3,525 at 6%. |
| Francis Financial Group LLC 401K Profit Sharing Plan & Trust | - | 3 | $14,290 | $1,269 | $423iApproximate average salary by contribution assumption: employee only about $10,575 at 4% or $7,050 at 6%; with 50% employer match about $7,050 at 4% or $4,700 at 6%; with 100% employer match about $5,288 at 4% or $3,525 at 6%. |
| 2014 | 1 | 3 | $18,571 | $4,997 | $1,666iApproximate average salary by contribution assumption: employee only about $41,642 at 4% or $27,761 at 6%; with 50% employer match about $27,761 at 4% or $18,507 at 6%; with 100% employer match about $20,821 at 4% or $13,881 at 6%. |
| Francis Financial Group LLC 401K Profit Sharing Plan & Trust | - | 3 | $18,571 | $4,997 | $1,666iApproximate average salary by contribution assumption: employee only about $41,642 at 4% or $27,761 at 6%; with 50% employer match about $27,761 at 4% or $18,507 at 6%; with 100% employer match about $20,821 at 4% or $13,881 at 6%. |
| 2013 | 1 | 2 | $20,266 | $4,581 | $2,291iApproximate average salary by contribution assumption: employee only about $57,263 at 4% or $38,175 at 6%; with 50% employer match about $38,175 at 4% or $25,450 at 6%; with 100% employer match about $28,631 at 4% or $19,088 at 6%. |
| Francis Financial Group LLC 401K Profit Sharing Plan & Trust | - | 2 | $20,266 | $4,581 | $2,291iApproximate average salary by contribution assumption: employee only about $57,263 at 4% or $38,175 at 6%; with 50% employer match about $38,175 at 4% or $25,450 at 6%; with 100% employer match about $28,631 at 4% or $19,088 at 6%. |
| 2012 | 1 | 2 | $13,564 | $5,115 | $2,558iApproximate average salary by contribution assumption: employee only about $63,938 at 4% or $42,625 at 6%; with 50% employer match about $42,625 at 4% or $28,417 at 6%; with 100% employer match about $31,969 at 4% or $21,313 at 6%. |
| Francis Financial Group LLC 401K Profit Sharing Plan & Trust | - | 2 | $13,564 | $5,115 | $2,558iApproximate average salary by contribution assumption: employee only about $63,938 at 4% or $42,625 at 6%; with 50% employer match about $42,625 at 4% or $28,417 at 6%; with 100% employer match about $31,969 at 4% or $21,313 at 6%. |
| 2011 | 1 | 2 | $7,231 | $7,557 | $3,779iApproximate average salary by contribution assumption: employee only about $94,463 at 4% or $62,975 at 6%; with 50% employer match about $62,975 at 4% or $41,983 at 6%; with 100% employer match about $47,231 at 4% or $31,488 at 6%. |
| Francis Financial Group LLC 401K Profit Sharing Plan & Trust | - | 2 | $7,231 | $7,557 | $3,779iApproximate average salary by contribution assumption: employee only about $94,463 at 4% or $62,975 at 6%; with 50% employer match about $62,975 at 4% or $41,983 at 6%; with 100% employer match about $47,231 at 4% or $31,488 at 6%. |
| 2010 | 1 | 0 | $0 | $3,474 | - |
| Francis Financial Group LLC 401K Profit Sharing Plan & Trust | - | 0 | $0 | $3,474 | - |