FSO CONSULTANTS LLC
Plan context: FSO CONSULTANTS LLC 401(K) PROFIT SHARING PLAN & TRUST
EIN 81-3613637 • Cape Coral, FL • 7 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
17
2025 Assets
$738,101
2025 Contributions
$156,164
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 17 | $738,101 | $156,164 | $9,186iApproximate average salary by contribution assumption: employee only about $229,653 at 4% or $153,102 at 6%; with 50% employer match about $153,102 at 4% or $102,068 at 6%; with 100% employer match about $114,826 at 4% or $76,551 at 6%. |
| FSO CONSULTANTS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 17 | $738,101 | $156,164 | $9,186iApproximate average salary by contribution assumption: employee only about $229,653 at 4% or $153,102 at 6%; with 50% employer match about $153,102 at 4% or $102,068 at 6%; with 100% employer match about $114,826 at 4% or $76,551 at 6%. |
| 2024 | 1 | 12 | $507,542 | $183,567 | $15,297iApproximate average salary by contribution assumption: employee only about $382,431 at 4% or $254,954 at 6%; with 50% employer match about $254,954 at 4% or $169,969 at 6%; with 100% employer match about $191,216 at 4% or $127,477 at 6%. |
| FSO CONSULTANTS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 12 | $507,542 | $183,567 | $15,297iApproximate average salary by contribution assumption: employee only about $382,431 at 4% or $254,954 at 6%; with 50% employer match about $254,954 at 4% or $169,969 at 6%; with 100% employer match about $191,216 at 4% or $127,477 at 6%. |
| 2023 | 1 | 12 | $305,793 | $125,763 | $10,480iApproximate average salary by contribution assumption: employee only about $262,006 at 4% or $174,671 at 6%; with 50% employer match about $174,671 at 4% or $116,447 at 6%; with 100% employer match about $131,003 at 4% or $87,335 at 6%. |
| FSO CONSULTANTS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 12 | $305,793 | $125,763 | $10,480iApproximate average salary by contribution assumption: employee only about $262,006 at 4% or $174,671 at 6%; with 50% employer match about $174,671 at 4% or $116,447 at 6%; with 100% employer match about $131,003 at 4% or $87,335 at 6%. |
| 2022 | 1 | 10 | $143,908 | $85,177 | $8,518iApproximate average salary by contribution assumption: employee only about $212,943 at 4% or $141,962 at 6%; with 50% employer match about $141,962 at 4% or $94,641 at 6%; with 100% employer match about $106,471 at 4% or $70,981 at 6%. |
| FSO CONSULTANTS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 10 | $143,908 | $85,177 | $8,518iApproximate average salary by contribution assumption: employee only about $212,943 at 4% or $141,962 at 6%; with 50% employer match about $141,962 at 4% or $94,641 at 6%; with 100% employer match about $106,471 at 4% or $70,981 at 6%. |
| 2021 | 1 | 8 | $83,991 | $49,064 | $6,133iApproximate average salary by contribution assumption: employee only about $153,325 at 4% or $102,217 at 6%; with 50% employer match about $102,217 at 4% or $68,144 at 6%; with 100% employer match about $76,663 at 4% or $51,108 at 6%. |
| FSO CONSULTANTS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 8 | $83,991 | $49,064 | $6,133iApproximate average salary by contribution assumption: employee only about $153,325 at 4% or $102,217 at 6%; with 50% employer match about $102,217 at 4% or $68,144 at 6%; with 100% employer match about $76,663 at 4% or $51,108 at 6%. |
| 2020 | 1 | 5 | $28,904 | $21,954 | $4,391iApproximate average salary by contribution assumption: employee only about $109,770 at 4% or $73,180 at 6%; with 50% employer match about $73,180 at 4% or $48,787 at 6%; with 100% employer match about $54,885 at 4% or $36,590 at 6%. |
| FSO CONSULTANTS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $28,904 | $21,954 | $4,391iApproximate average salary by contribution assumption: employee only about $109,770 at 4% or $73,180 at 6%; with 50% employer match about $73,180 at 4% or $48,787 at 6%; with 100% employer match about $54,885 at 4% or $36,590 at 6%. |
| 2019 | 1 | 5 | $3,098 | $2,945 | $589iApproximate average salary by contribution assumption: employee only about $14,725 at 4% or $9,817 at 6%; with 50% employer match about $9,817 at 4% or $6,544 at 6%; with 100% employer match about $7,363 at 4% or $4,908 at 6%. |
| FSO CONSULTANTS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $3,098 | $2,945 | $589iApproximate average salary by contribution assumption: employee only about $14,725 at 4% or $9,817 at 6%; with 50% employer match about $9,817 at 4% or $6,544 at 6%; with 100% employer match about $7,363 at 4% or $4,908 at 6%. |