FISCAL ALLIANCE FOUNDATION
Plan context: FISCAL ALLIANCE FOUNDATION 401(K) PLAN
EIN 81-5302132 • Boston, MA • 7 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$361,649
2024 Contributions
$44,045
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 5 | $361,649 | $44,045 | $8,809iApproximate average salary by contribution assumption: employee only about $220,225 at 4% or $146,817 at 6%; with 50% employer match about $146,817 at 4% or $97,878 at 6%; with 100% employer match about $110,113 at 4% or $73,408 at 6%. |
| FISCAL ALLIANCE FOUNDATION 401(K) PLAN | - | 5 | $361,649 | $44,045 | $8,809iApproximate average salary by contribution assumption: employee only about $220,225 at 4% or $146,817 at 6%; with 50% employer match about $146,817 at 4% or $97,878 at 6%; with 100% employer match about $110,113 at 4% or $73,408 at 6%. |
| 2023 | 1 | 5 | $276,191 | $51,795 | $10,359iApproximate average salary by contribution assumption: employee only about $258,975 at 4% or $172,650 at 6%; with 50% employer match about $172,650 at 4% or $115,100 at 6%; with 100% employer match about $129,488 at 4% or $86,325 at 6%. |
| FISCAL ALLIANCE FOUNDATION 401(K) PLAN | - | 5 | $276,191 | $51,795 | $10,359iApproximate average salary by contribution assumption: employee only about $258,975 at 4% or $172,650 at 6%; with 50% employer match about $172,650 at 4% or $115,100 at 6%; with 100% employer match about $129,488 at 4% or $86,325 at 6%. |
| 2022 | 1 | 5 | $191,455 | $44,239 | $8,848iApproximate average salary by contribution assumption: employee only about $221,195 at 4% or $147,463 at 6%; with 50% employer match about $147,463 at 4% or $98,309 at 6%; with 100% employer match about $110,597 at 4% or $73,732 at 6%. |
| FISCAL ALLIANCE FOUNDATION 401(K) PLAN | - | 5 | $191,455 | $44,239 | $8,848iApproximate average salary by contribution assumption: employee only about $221,195 at 4% or $147,463 at 6%; with 50% employer match about $147,463 at 4% or $98,309 at 6%; with 100% employer match about $110,597 at 4% or $73,732 at 6%. |
| 2021 | 1 | 5 | $175,066 | $43,674 | $8,735iApproximate average salary by contribution assumption: employee only about $218,370 at 4% or $145,580 at 6%; with 50% employer match about $145,580 at 4% or $97,053 at 6%; with 100% employer match about $109,185 at 4% or $72,790 at 6%. |
| FISCAL ALLIANCE FOUNDATION 401(K) PLAN | - | 5 | $175,066 | $43,674 | $8,735iApproximate average salary by contribution assumption: employee only about $218,370 at 4% or $145,580 at 6%; with 50% employer match about $145,580 at 4% or $97,053 at 6%; with 100% employer match about $109,185 at 4% or $72,790 at 6%. |
| 2020 | 1 | 4 | $115,118 | $54,941 | $13,735iApproximate average salary by contribution assumption: employee only about $343,381 at 4% or $228,921 at 6%; with 50% employer match about $228,921 at 4% or $152,614 at 6%; with 100% employer match about $171,691 at 4% or $114,460 at 6%. |
| FISCAL ALLIANCE FOUNDATION 401(K) PLAN | - | 4 | $115,118 | $54,941 | $13,735iApproximate average salary by contribution assumption: employee only about $343,381 at 4% or $228,921 at 6%; with 50% employer match about $228,921 at 4% or $152,614 at 6%; with 100% employer match about $171,691 at 4% or $114,460 at 6%. |
| 2019 | 1 | 4 | $56,985 | $31,343 | $7,836iApproximate average salary by contribution assumption: employee only about $195,894 at 4% or $130,596 at 6%; with 50% employer match about $130,596 at 4% or $87,064 at 6%; with 100% employer match about $97,947 at 4% or $65,298 at 6%. |
| FISCAL ALLIANCE FOUNDATION 401(K) PLAN | - | 4 | $56,985 | $31,343 | $7,836iApproximate average salary by contribution assumption: employee only about $195,894 at 4% or $130,596 at 6%; with 50% employer match about $130,596 at 4% or $87,064 at 6%; with 100% employer match about $97,947 at 4% or $65,298 at 6%. |
| 2018 | 1 | 2 | $18,610 | $20,395 | $10,198iApproximate average salary by contribution assumption: employee only about $254,938 at 4% or $169,958 at 6%; with 50% employer match about $169,958 at 4% or $113,306 at 6%; with 100% employer match about $127,469 at 4% or $84,979 at 6%. |
| FISCAL ALLIANCE FOUNDATION 401(K) PLAN | - | 2 | $18,610 | $20,395 | $10,198iApproximate average salary by contribution assumption: employee only about $254,938 at 4% or $169,958 at 6%; with 50% employer match about $169,958 at 4% or $113,306 at 6%; with 100% employer match about $127,469 at 4% or $84,979 at 6%. |