Expanse Financial Group Inc.
Plan context: Expanse Financial Group Inc. 401K Profit Sharing Plan
EIN 82-4499782 • 7 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$94,134
2024 Contributions
$1,265
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 | 1 | $94,134 | $0 | - |
| Expanse Financial Group Inc. 401K Profit Sharing Plan | - | 1 | $94,134 | - | - |
| 2023 | 1 | 1 | $97,524 | $0 | - |
| Expanse Financial Group Inc. 401K Profit Sharing Plan | - | 1 | $97,524 | - | - |
| 2022 | 1 | 1 | $112,050 | $0 | - |
| Expanse Financial Group Inc. 401K Profit Sharing Plan | - | 1 | $112,050 | - | - |
| 2021 | 1 | 1 | $144,575 | $0 | - |
| Expanse Financial Group Inc. 401K Profit Sharing Plan | - | 1 | $144,575 | - | - |
| 2020 | 1 | 1 | $152,669 | $1,265 | $1,265iApproximate average salary by contribution assumption: employee only about $31,625 at 4% or $21,083 at 6%; with 50% employer match about $21,083 at 4% or $14,056 at 6%; with 100% employer match about $15,813 at 4% or $10,542 at 6%. |
| Expanse Financial Group Inc. 401K Profit Sharing Plan | - | 1 | $152,669 | $1,265 | $1,265iApproximate average salary by contribution assumption: employee only about $31,625 at 4% or $21,083 at 6%; with 50% employer match about $21,083 at 4% or $14,056 at 6%; with 100% employer match about $15,813 at 4% or $10,542 at 6%. |
| 2019 | 1 | 1 | $229,996 | $2,761 | $2,761iApproximate average salary by contribution assumption: employee only about $69,025 at 4% or $46,017 at 6%; with 50% employer match about $46,017 at 4% or $30,678 at 6%; with 100% employer match about $34,513 at 4% or $23,008 at 6%. |
| Expanse Financial Group Inc. 401K Profit Sharing Plan | - | 1 | $229,996 | $2,761 | $2,761iApproximate average salary by contribution assumption: employee only about $69,025 at 4% or $46,017 at 6%; with 50% employer match about $46,017 at 4% or $30,678 at 6%; with 100% employer match about $34,513 at 4% or $23,008 at 6%. |
| 2018 | 1 | 1 | $491,394 | $491,345 | $491,345iApproximate average salary by contribution assumption: employee only about $12,283,625 at 4% or $8,189,083 at 6%; with 50% employer match about $8,189,083 at 4% or $5,459,389 at 6%; with 100% employer match about $6,141,813 at 4% or $4,094,542 at 6%. |
| Expanse Financial Group Inc. 401K Profit Sharing Plan | - | 1 | $491,394 | $491,345 | $491,345iApproximate average salary by contribution assumption: employee only about $12,283,625 at 4% or $8,189,083 at 6%; with 50% employer match about $8,189,083 at 4% or $5,459,389 at 6%; with 100% employer match about $6,141,813 at 4% or $4,094,542 at 6%. |