Civic Intelligence

Foundation Strategies Inc.

Plan context: Foundation Strategies Inc. 401K Plan

EIN 76-0679568 • Katy, TX • 13 filings • 2 plans

6701 Highway Blvd., Suite 212Katy, TX 77494-1012
Current Snapshot

Latest Year

2014

2014 Participants

8

2014 Assets

$772,739

2014 Contributions

$37,630

Historical Graphs

Total Assets Over Time

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

$772,739$386,370$0200220082013YearValue
$772,739Latest year 2013

Participants Over Time

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

950200220082013YearValue
8Latest year 2013

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
201410$0$0-
Foundation Strategies Inc. 401K Plan-0$0$0-
201318$772,739$37,630$4,704iApproximate average salary by contribution assumption: employee only about $117,594 at 4% or $78,396 at 6%; with 50% employer match about $78,396 at 4% or $52,264 at 6%; with 100% employer match about $58,797 at 4% or $39,198 at 6%.
Foundation Strategies Inc. 401K Plan-8$772,739$37,630$4,704iApproximate average salary by contribution assumption: employee only about $117,594 at 4% or $78,396 at 6%; with 50% employer match about $78,396 at 4% or $52,264 at 6%; with 100% employer match about $58,797 at 4% or $39,198 at 6%.
201219$676,366$44,470$4,941iApproximate average salary by contribution assumption: employee only about $123,528 at 4% or $82,352 at 6%; with 50% employer match about $82,352 at 4% or $54,901 at 6%; with 100% employer match about $61,764 at 4% or $41,176 at 6%.
Foundation Strategies Inc. 401K Plan-9$676,366$44,470$4,941iApproximate average salary by contribution assumption: employee only about $123,528 at 4% or $82,352 at 6%; with 50% employer match about $82,352 at 4% or $54,901 at 6%; with 100% employer match about $61,764 at 4% or $41,176 at 6%.
201116$567,508$31,282$5,214iApproximate average salary by contribution assumption: employee only about $130,342 at 4% or $86,894 at 6%; with 50% employer match about $86,894 at 4% or $57,930 at 6%; with 100% employer match about $65,171 at 4% or $43,447 at 6%.
Foundation Strategies Inc. 401K Plan-6$567,508$31,282$5,214iApproximate average salary by contribution assumption: employee only about $130,342 at 4% or $86,894 at 6%; with 50% employer match about $86,894 at 4% or $57,930 at 6%; with 100% employer match about $65,171 at 4% or $43,447 at 6%.
201016$574,249$36,350$6,058iApproximate average salary by contribution assumption: employee only about $151,458 at 4% or $100,972 at 6%; with 50% employer match about $100,972 at 4% or $67,315 at 6%; with 100% employer match about $75,729 at 4% or $50,486 at 6%.
Foundation Strategies Inc. 401K Plan-6$574,249$36,350$6,058iApproximate average salary by contribution assumption: employee only about $151,458 at 4% or $100,972 at 6%; with 50% employer match about $100,972 at 4% or $67,315 at 6%; with 100% employer match about $75,729 at 4% or $50,486 at 6%.
200916$482,651$36,888$6,148iApproximate average salary by contribution assumption: employee only about $153,700 at 4% or $102,467 at 6%; with 50% employer match about $102,467 at 4% or $68,311 at 6%; with 100% employer match about $76,850 at 4% or $51,233 at 6%.
Foundation Strategies Inc. 401K Plan-6$482,651$36,888$6,148iApproximate average salary by contribution assumption: employee only about $153,700 at 4% or $102,467 at 6%; with 50% employer match about $102,467 at 4% or $68,311 at 6%; with 100% employer match about $76,850 at 4% or $51,233 at 6%.
200816$365,598$24,807$4,135iApproximate average salary by contribution assumption: employee only about $103,363 at 4% or $68,908 at 6%; with 50% employer match about $68,908 at 4% or $45,939 at 6%; with 100% employer match about $51,681 at 4% or $34,454 at 6%.
Foundation Strategies Inc. 401K Plan-6$365,598$24,807$4,135iApproximate average salary by contribution assumption: employee only about $103,363 at 4% or $68,908 at 6%; with 50% employer match about $68,908 at 4% or $45,939 at 6%; with 100% employer match about $51,681 at 4% or $34,454 at 6%.
200715$445,036$14,822$2,964iApproximate average salary by contribution assumption: employee only about $74,110 at 4% or $49,407 at 6%; with 50% employer match about $49,407 at 4% or $32,938 at 6%; with 100% employer match about $37,055 at 4% or $24,703 at 6%.
Foundation Strategies Inc. 401K Plan-5$445,036$14,822$2,964iApproximate average salary by contribution assumption: employee only about $74,110 at 4% or $49,407 at 6%; with 50% employer match about $49,407 at 4% or $32,938 at 6%; with 100% employer match about $37,055 at 4% or $24,703 at 6%.
200615$421,765$15,098$3,020iApproximate average salary by contribution assumption: employee only about $75,490 at 4% or $50,327 at 6%; with 50% employer match about $50,327 at 4% or $33,551 at 6%; with 100% employer match about $37,745 at 4% or $25,163 at 6%.
Foundation Strategies Inc. 401K Plan-5$421,765$15,098$3,020iApproximate average salary by contribution assumption: employee only about $75,490 at 4% or $50,327 at 6%; with 50% employer match about $50,327 at 4% or $33,551 at 6%; with 100% employer match about $37,745 at 4% or $25,163 at 6%.
200516$369,335$34,140$5,690iApproximate average salary by contribution assumption: employee only about $142,250 at 4% or $94,833 at 6%; with 50% employer match about $94,833 at 4% or $63,222 at 6%; with 100% employer match about $71,125 at 4% or $47,417 at 6%.
Foundation Strategies Inc. 401K Plan-6$369,335$34,140$5,690iApproximate average salary by contribution assumption: employee only about $142,250 at 4% or $94,833 at 6%; with 50% employer match about $94,833 at 4% or $63,222 at 6%; with 100% employer match about $71,125 at 4% or $47,417 at 6%.
200415$314,994$22,326$4,465iApproximate average salary by contribution assumption: employee only about $111,630 at 4% or $74,420 at 6%; with 50% employer match about $74,420 at 4% or $49,613 at 6%; with 100% employer match about $55,815 at 4% or $37,210 at 6%.
Foundation Strategies Inc. 401K Plan-5$314,994$22,326$4,465iApproximate average salary by contribution assumption: employee only about $111,630 at 4% or $74,420 at 6%; with 50% employer match about $74,420 at 4% or $49,613 at 6%; with 100% employer match about $55,815 at 4% or $37,210 at 6%.
200313$265,652$35,307$11,769iApproximate average salary by contribution assumption: employee only about $294,225 at 4% or $196,150 at 6%; with 50% employer match about $196,150 at 4% or $130,767 at 6%; with 100% employer match about $147,113 at 4% or $98,075 at 6%.
Foundation Strategies Inc. 401K Plan-3$265,652$35,307$11,769iApproximate average salary by contribution assumption: employee only about $294,225 at 4% or $196,150 at 6%; with 50% employer match about $196,150 at 4% or $130,767 at 6%; with 100% employer match about $147,113 at 4% or $98,075 at 6%.
200213$182,844$182,739$60,913iApproximate average salary by contribution assumption: employee only about $1,522,825 at 4% or $1,015,217 at 6%; with 50% employer match about $1,015,217 at 4% or $676,811 at 6%; with 100% employer match about $761,413 at 4% or $507,608 at 6%.
Foundation Strategies Inc. 401K Plan-3$182,844$182,739$60,913iApproximate average salary by contribution assumption: employee only about $1,522,825 at 4% or $1,015,217 at 6%; with 50% employer match about $1,015,217 at 4% or $676,811 at 6%; with 100% employer match about $761,413 at 4% or $507,608 at 6%.