Civic Intelligence

Financial Services Group

Plan context: Financial Services Group DBA Rick a. Healy 401K Profit Sharing Plan and Trust

EIN 77-0012183 • Pioneer, CA • 23 filings • 5 plans

19961 Fallen Leaf CourtPioneer, CA 95666
Current Snapshot

Latest Year

2017

2017 Participants

2

2017 Assets

$2,944,467

2017 Contributions

$87,403

Historical Graphs

Total Assets Over Time

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

$2,944,467$1,472,234$0199920092017YearValue
$2,944,467Latest year 2017

Participants Over Time

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

420199920082017YearValue
2Latest year 2017

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
201712$2,944,467$87,403$43,702iApproximate average salary by contribution assumption: employee only about $1,092,538 at 4% or $728,358 at 6%; with 50% employer match about $728,358 at 4% or $485,572 at 6%; with 100% employer match about $546,269 at 4% or $364,179 at 6%.
Financial Services Group DBA Rick a. Healy 401K Profit Sharing Plan and Trust-2$2,944,467$87,403$43,702iApproximate average salary by contribution assumption: employee only about $1,092,538 at 4% or $728,358 at 6%; with 50% employer match about $728,358 at 4% or $485,572 at 6%; with 100% employer match about $546,269 at 4% or $364,179 at 6%.
201613$2,445,007$91,611$30,537iApproximate average salary by contribution assumption: employee only about $763,425 at 4% or $508,950 at 6%; with 50% employer match about $508,950 at 4% or $339,300 at 6%; with 100% employer match about $381,713 at 4% or $254,475 at 6%.
Financial Services Group DBA Rick a. Healy 401K Profit Sharing Plan and Trust-3$2,445,007$91,611$30,537iApproximate average salary by contribution assumption: employee only about $763,425 at 4% or $508,950 at 6%; with 50% employer match about $508,950 at 4% or $339,300 at 6%; with 100% employer match about $381,713 at 4% or $254,475 at 6%.
201513$2,825,539$145,277$48,426iApproximate average salary by contribution assumption: employee only about $1,210,642 at 4% or $807,094 at 6%; with 50% employer match about $807,094 at 4% or $538,063 at 6%; with 100% employer match about $605,321 at 4% or $403,547 at 6%.
Financial Services Group DBA Rick a. Healy 401K Profit Sharing Plan and Trust-3$2,825,539$145,277$48,426iApproximate average salary by contribution assumption: employee only about $1,210,642 at 4% or $807,094 at 6%; with 50% employer match about $807,094 at 4% or $538,063 at 6%; with 100% employer match about $605,321 at 4% or $403,547 at 6%.
201413$2,750,052$121,562$40,521iApproximate average salary by contribution assumption: employee only about $1,013,017 at 4% or $675,344 at 6%; with 50% employer match about $675,344 at 4% or $450,230 at 6%; with 100% employer match about $506,508 at 4% or $337,672 at 6%.
Financial Services Group DBA Rick a. Healy 401K Profit Sharing Plan and Trust-3$2,750,052$121,562$40,521iApproximate average salary by contribution assumption: employee only about $1,013,017 at 4% or $675,344 at 6%; with 50% employer match about $675,344 at 4% or $450,230 at 6%; with 100% employer match about $506,508 at 4% or $337,672 at 6%.
201313$2,417,684$113,904$37,968iApproximate average salary by contribution assumption: employee only about $949,200 at 4% or $632,800 at 6%; with 50% employer match about $632,800 at 4% or $421,867 at 6%; with 100% employer match about $474,600 at 4% or $316,400 at 6%.
Financial Services Group DBA Rick a. Healy 401K Profit Sharing Plan and Trust-3$2,417,684$113,904$37,968iApproximate average salary by contribution assumption: employee only about $949,200 at 4% or $632,800 at 6%; with 50% employer match about $632,800 at 4% or $421,867 at 6%; with 100% employer match about $474,600 at 4% or $316,400 at 6%.
201213$1,837,503$104,083$34,694iApproximate average salary by contribution assumption: employee only about $867,358 at 4% or $578,239 at 6%; with 50% employer match about $578,239 at 4% or $385,493 at 6%; with 100% employer match about $433,679 at 4% or $289,119 at 6%.
Financial Services Group DBA Rick a. Healy 401K Profit Sharing Plan and Trust-3$1,837,503$104,083$34,694iApproximate average salary by contribution assumption: employee only about $867,358 at 4% or $578,239 at 6%; with 50% employer match about $578,239 at 4% or $385,493 at 6%; with 100% employer match about $433,679 at 4% or $289,119 at 6%.
201113$1,555,706$103,325$34,442iApproximate average salary by contribution assumption: employee only about $861,042 at 4% or $574,028 at 6%; with 50% employer match about $574,028 at 4% or $382,685 at 6%; with 100% employer match about $430,521 at 4% or $287,014 at 6%.
Financial Services Group DBA Rick a. Healy 401K Profit Sharing Plan and Trust-3$1,555,706$103,325$34,442iApproximate average salary by contribution assumption: employee only about $861,042 at 4% or $574,028 at 6%; with 50% employer match about $574,028 at 4% or $382,685 at 6%; with 100% employer match about $430,521 at 4% or $287,014 at 6%.
201013$1,527,159$102,991$34,330iApproximate average salary by contribution assumption: employee only about $858,258 at 4% or $572,172 at 6%; with 50% employer match about $572,172 at 4% or $381,448 at 6%; with 100% employer match about $429,129 at 4% or $286,086 at 6%.
Financial Services Group DBA Rick a. Healy 401K Profit Sharing Plan and Trust-3$1,527,159$102,991$34,330iApproximate average salary by contribution assumption: employee only about $858,258 at 4% or $572,172 at 6%; with 50% employer match about $572,172 at 4% or $381,448 at 6%; with 100% employer match about $429,129 at 4% or $286,086 at 6%.
200913$1,240,135$103,247$34,416iApproximate average salary by contribution assumption: employee only about $860,392 at 4% or $573,594 at 6%; with 50% employer match about $573,594 at 4% or $382,396 at 6%; with 100% employer match about $430,196 at 4% or $286,797 at 6%.
Financial Services Group DBA Rick a. Healy 401K Profit Sharing Plan and Trust-3$1,240,135$103,247$34,416iApproximate average salary by contribution assumption: employee only about $860,392 at 4% or $573,594 at 6%; with 50% employer match about $573,594 at 4% or $382,396 at 6%; with 100% employer match about $430,196 at 4% or $286,797 at 6%.
200813$883,581$354,223$118,074iApproximate average salary by contribution assumption: employee only about $2,951,858 at 4% or $1,967,906 at 6%; with 50% employer match about $1,967,906 at 4% or $1,311,937 at 6%; with 100% employer match about $1,475,929 at 4% or $983,953 at 6%.
Financial Services Group DBA Rick a. Healy 401K Profit Sharing Plan and Trust-3$883,581$354,223$118,074iApproximate average salary by contribution assumption: employee only about $2,951,858 at 4% or $1,967,906 at 6%; with 50% employer match about $1,967,906 at 4% or $1,311,937 at 6%; with 100% employer match about $1,475,929 at 4% or $983,953 at 6%.
200714$913,017$99,193$24,798iApproximate average salary by contribution assumption: employee only about $619,956 at 4% or $413,304 at 6%; with 50% employer match about $413,304 at 4% or $275,536 at 6%; with 100% employer match about $309,978 at 4% or $206,652 at 6%.
Financial Services Group DBA Rick a. Healy 401K Profit Sharing Plan and Trust-4$913,017$99,193$24,798iApproximate average salary by contribution assumption: employee only about $619,956 at 4% or $413,304 at 6%; with 50% employer match about $413,304 at 4% or $275,536 at 6%; with 100% employer match about $309,978 at 4% or $206,652 at 6%.
200613$740,455$90,514$30,171iApproximate average salary by contribution assumption: employee only about $754,283 at 4% or $502,856 at 6%; with 50% employer match about $502,856 at 4% or $335,237 at 6%; with 100% employer match about $377,142 at 4% or $251,428 at 6%.
Financial Services Group DBA Rick a. Healy 401K Profit Sharing Plan and Trust-3$740,455$90,514$30,171iApproximate average salary by contribution assumption: employee only about $754,283 at 4% or $502,856 at 6%; with 50% employer match about $502,856 at 4% or $335,237 at 6%; with 100% employer match about $377,142 at 4% or $251,428 at 6%.
200513$562,101$18,878$6,293iApproximate average salary by contribution assumption: employee only about $157,317 at 4% or $104,878 at 6%; with 50% employer match about $104,878 at 4% or $69,919 at 6%; with 100% employer match about $78,658 at 4% or $52,439 at 6%.
Financial Services Group DBA Rick a. Healy 401K Profit Sharing Plan and Trust-3$562,101$18,878$6,293iApproximate average salary by contribution assumption: employee only about $157,317 at 4% or $104,878 at 6%; with 50% employer match about $104,878 at 4% or $69,919 at 6%; with 100% employer match about $78,658 at 4% or $52,439 at 6%.
200413$492,721$56,856$18,952iApproximate average salary by contribution assumption: employee only about $473,800 at 4% or $315,867 at 6%; with 50% employer match about $315,867 at 4% or $210,578 at 6%; with 100% employer match about $236,900 at 4% or $157,933 at 6%.
Financial Services Group DBA Rick a. Healy 401K Profit Sharing Plan and Trust-3$492,721$56,856$18,952iApproximate average salary by contribution assumption: employee only about $473,800 at 4% or $315,867 at 6%; with 50% employer match about $315,867 at 4% or $210,578 at 6%; with 100% employer match about $236,900 at 4% or $157,933 at 6%.
200313$372,884$46,906$15,635iApproximate average salary by contribution assumption: employee only about $390,883 at 4% or $260,589 at 6%; with 50% employer match about $260,589 at 4% or $173,726 at 6%; with 100% employer match about $195,442 at 4% or $130,294 at 6%.
Financial Services Group DBA Rick a. Healy 401K Profit Sharing Plan and Trust-3$372,884$46,906$15,635iApproximate average salary by contribution assumption: employee only about $390,883 at 4% or $260,589 at 6%; with 50% employer match about $260,589 at 4% or $173,726 at 6%; with 100% employer match about $195,442 at 4% or $130,294 at 6%.
200222$254,048$117,626$58,813iApproximate average salary by contribution assumption: employee only about $1,470,325 at 4% or $980,217 at 6%; with 50% employer match about $980,217 at 4% or $653,478 at 6%; with 100% employer match about $735,163 at 4% or $490,108 at 6%.
Financial Services Group DBA Rick a. Healy 401K Profit Sharing Plan and Trust-2$254,048$117,626$58,813iApproximate average salary by contribution assumption: employee only about $1,470,325 at 4% or $980,217 at 6%; with 50% employer match about $980,217 at 4% or $653,478 at 6%; with 100% employer match about $735,163 at 4% or $490,108 at 6%.
Financial Services Group DBA Rick a. Healy Mppp-0---
200122$177,594$30,282$15,141iApproximate average salary by contribution assumption: employee only about $378,525 at 4% or $252,350 at 6%; with 50% employer match about $252,350 at 4% or $168,233 at 6%; with 100% employer match about $189,263 at 4% or $126,175 at 6%.
Financial Services Group DBA Rick a. Healy 401K Profit Sharing Plan and Trust-2$177,594$30,282$15,141iApproximate average salary by contribution assumption: employee only about $378,525 at 4% or $252,350 at 6%; with 50% employer match about $252,350 at 4% or $168,233 at 6%; with 100% employer match about $189,263 at 4% or $126,175 at 6%.
Financial Services Group DBA Rick a. Healy Mppp-2---
200023$0$0-
Financial Services Group DBA Rick a. Healy Mppp-2---
Financial Services Group DBA Rick a. Healy 401K Profit Sharing Plan and Trust-3---
199922$99,954$39,451$19,726iApproximate average salary by contribution assumption: employee only about $493,138 at 4% or $328,758 at 6%; with 50% employer match about $328,758 at 4% or $219,172 at 6%; with 100% employer match about $246,569 at 4% or $164,379 at 6%.
Financial Services Group DBA Rick a. Healy 401K Profit Sharing Plan and Trust-2$61,717$25,330$12,665iApproximate average salary by contribution assumption: employee only about $316,625 at 4% or $211,083 at 6%; with 50% employer match about $211,083 at 4% or $140,722 at 6%; with 100% employer match about $158,313 at 4% or $105,542 at 6%.
Financial Services Group DBA Rick a. Healy Mppp-2$38,237$14,121$7,061iApproximate average salary by contribution assumption: employee only about $176,513 at 4% or $117,675 at 6%; with 50% employer match about $117,675 at 4% or $78,450 at 6%; with 100% employer match about $88,256 at 4% or $58,838 at 6%.