Franzen Davis Funeral Home
Plan context: Franzen Davis Funeral Home 401K Ps Plan
EIN 81-0462524 • Bozeman, MT • 14 filings • 5 plans
Current Snapshot
Latest Year
2012
2012 Participants
2
2012 Assets
$1,128,872
2012 Contributions
$83,325
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 |
|---|---|---|---|---|---|
| 2012 | 1 | 0 | $0 | $0 | - |
| Franzen Davis Funeral Home 401K Ps Plan | - | 0 | $0 | - | - |
| 2011 | 1 | 2 | $1,128,872 | $83,325 | $41,663iApproximate average salary by contribution assumption: employee only about $1,041,563 at 4% or $694,375 at 6%; with 50% employer match about $694,375 at 4% or $462,917 at 6%; with 100% employer match about $520,781 at 4% or $347,188 at 6%. |
| Franzen Davis Funeral Home 401K Ps Plan | - | 2 | $1,128,872 | $83,325 | $41,663iApproximate average salary by contribution assumption: employee only about $1,041,563 at 4% or $694,375 at 6%; with 50% employer match about $694,375 at 4% or $462,917 at 6%; with 100% employer match about $520,781 at 4% or $347,188 at 6%. |
| 2010 | 1 | 3 | $1,032,289 | $69,958 | $23,319iApproximate average salary by contribution assumption: employee only about $582,983 at 4% or $388,656 at 6%; with 50% employer match about $388,656 at 4% or $259,104 at 6%; with 100% employer match about $291,492 at 4% or $194,328 at 6%. |
| Franzen Davis Funeral Home 401K Ps Plan | - | 3 | $1,032,289 | $69,958 | $23,319iApproximate average salary by contribution assumption: employee only about $582,983 at 4% or $388,656 at 6%; with 50% employer match about $388,656 at 4% or $259,104 at 6%; with 100% employer match about $291,492 at 4% or $194,328 at 6%. |
| 2009 | 1 | 3 | $896,005 | $82,239 | $27,413iApproximate average salary by contribution assumption: employee only about $685,325 at 4% or $456,883 at 6%; with 50% employer match about $456,883 at 4% or $304,589 at 6%; with 100% employer match about $342,663 at 4% or $228,442 at 6%. |
| Franzen Davis Funeral Home 401K Ps Plan | - | 3 | $896,005 | $82,239 | $27,413iApproximate average salary by contribution assumption: employee only about $685,325 at 4% or $456,883 at 6%; with 50% employer match about $456,883 at 4% or $304,589 at 6%; with 100% employer match about $342,663 at 4% or $228,442 at 6%. |
| 2008 | 1 | 3 | $660,780 | $84,772 | $28,257iApproximate average salary by contribution assumption: employee only about $706,433 at 4% or $470,956 at 6%; with 50% employer match about $470,956 at 4% or $313,970 at 6%; with 100% employer match about $353,217 at 4% or $235,478 at 6%. |
| Franzen Davis Funeral Home 401K Ps Plan | - | 3 | $660,780 | $84,772 | $28,257iApproximate average salary by contribution assumption: employee only about $706,433 at 4% or $470,956 at 6%; with 50% employer match about $470,956 at 4% or $313,970 at 6%; with 100% employer match about $353,217 at 4% or $235,478 at 6%. |
| 2007 | 1 | 3 | $843,803 | $86,336 | $28,779iApproximate average salary by contribution assumption: employee only about $719,467 at 4% or $479,644 at 6%; with 50% employer match about $479,644 at 4% or $319,763 at 6%; with 100% employer match about $359,733 at 4% or $239,822 at 6%. |
| Franzen Davis Funeral Home 401K Ps Plan | - | 3 | $843,803 | $86,336 | $28,779iApproximate average salary by contribution assumption: employee only about $719,467 at 4% or $479,644 at 6%; with 50% employer match about $479,644 at 4% or $319,763 at 6%; with 100% employer match about $359,733 at 4% or $239,822 at 6%. |
| 2006 | 1 | 3 | $689,030 | $85,459 | $28,486iApproximate average salary by contribution assumption: employee only about $712,158 at 4% or $474,772 at 6%; with 50% employer match about $474,772 at 4% or $316,515 at 6%; with 100% employer match about $356,079 at 4% or $237,386 at 6%. |
| Franzen Davis Funeral Home 401K Ps Plan | - | 3 | $689,030 | $85,459 | $28,486iApproximate average salary by contribution assumption: employee only about $712,158 at 4% or $474,772 at 6%; with 50% employer match about $474,772 at 4% or $316,515 at 6%; with 100% employer match about $356,079 at 4% or $237,386 at 6%. |
| 2005 | 1 | 3 | $512,359 | $74,208 | $24,736iApproximate average salary by contribution assumption: employee only about $618,400 at 4% or $412,267 at 6%; with 50% employer match about $412,267 at 4% or $274,844 at 6%; with 100% employer match about $309,200 at 4% or $206,133 at 6%. |
| Franzen Davis Funeral Home 401K Ps Plan | - | 3 | $512,359 | $74,208 | $24,736iApproximate average salary by contribution assumption: employee only about $618,400 at 4% or $412,267 at 6%; with 50% employer match about $412,267 at 4% or $274,844 at 6%; with 100% employer match about $309,200 at 4% or $206,133 at 6%. |
| 2004 | 1 | 2 | $413,522 | $68,480 | $34,240iApproximate average salary by contribution assumption: employee only about $856,000 at 4% or $570,667 at 6%; with 50% employer match about $570,667 at 4% or $380,444 at 6%; with 100% employer match about $428,000 at 4% or $285,333 at 6%. |
| Franzen Davis Funeral Home 401K Ps Plan | - | 2 | $413,522 | $68,480 | $34,240iApproximate average salary by contribution assumption: employee only about $856,000 at 4% or $570,667 at 6%; with 50% employer match about $570,667 at 4% or $380,444 at 6%; with 100% employer match about $428,000 at 4% or $285,333 at 6%. |
| 2003 | 1 | 2 | $316,394 | $50,226 | $25,113iApproximate average salary by contribution assumption: employee only about $627,825 at 4% or $418,550 at 6%; with 50% employer match about $418,550 at 4% or $279,033 at 6%; with 100% employer match about $313,913 at 4% or $209,275 at 6%. |
| Franzen Davis Funeral Home 401K Ps Plan | - | 2 | $316,394 | $50,226 | $25,113iApproximate average salary by contribution assumption: employee only about $627,825 at 4% or $418,550 at 6%; with 50% employer match about $418,550 at 4% or $279,033 at 6%; with 100% employer match about $313,913 at 4% or $209,275 at 6%. |
| 2002 | 2 | 3 | $231,980 | $66,959 | $22,320iApproximate average salary by contribution assumption: employee only about $557,992 at 4% or $371,994 at 6%; with 50% employer match about $371,994 at 4% or $247,996 at 6%; with 100% employer match about $278,996 at 4% or $185,997 at 6%. |
| Franzen Davis Funeral Home 401K Ps Plan | - | 3 | $231,980 | $49,775 | $16,592iApproximate average salary by contribution assumption: employee only about $414,792 at 4% or $276,528 at 6%; with 50% employer match about $276,528 at 4% or $184,352 at 6%; with 100% employer match about $207,396 at 4% or $138,264 at 6%. |
| FRANZEN DAVIS FUNERAL HOME MONEY PURCHASE PLAN | - | 0 | - | $17,184 | - |
| 2001 | 2 | 3 | $0 | $0 | - |
| FRANZEN DAVIS FUNERAL HOME MONEY PURCHASE PENSION PLAN | - | 3 | - | - | - |
| Franzen Davis Funeral Home 401K Ps Plan | - | 3 | - | - | - |