Formation Financial Consulting Inc
Plan context: Formation Financial Consulting 401(K) Plan
EIN 83-2628656 • Piedmont, CA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
12
2025 Assets
$463,684
2025 Contributions
$121,367
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 | 12 | $463,684 | $121,367 | $10,114iApproximate average salary by contribution assumption: employee only about $252,848 at 4% or $168,565 at 6%; with 50% employer match about $168,565 at 4% or $112,377 at 6%; with 100% employer match about $126,424 at 4% or $84,283 at 6%. |
| Formation Financial Consulting 401(K) Plan | - | 12 | $463,684 | $121,367 | $10,114iApproximate average salary by contribution assumption: employee only about $252,848 at 4% or $168,565 at 6%; with 50% employer match about $168,565 at 4% or $112,377 at 6%; with 100% employer match about $126,424 at 4% or $84,283 at 6%. |
| 2024 | 1 | 8 | $276,655 | $118,722 | $14,840iApproximate average salary by contribution assumption: employee only about $371,006 at 4% or $247,338 at 6%; with 50% employer match about $247,338 at 4% or $164,892 at 6%; with 100% employer match about $185,503 at 4% or $123,669 at 6%. |
| Formation Financial Consulting 401(K) Plan | - | 8 | $276,655 | $118,722 | $14,840iApproximate average salary by contribution assumption: employee only about $371,006 at 4% or $247,338 at 6%; with 50% employer match about $247,338 at 4% or $164,892 at 6%; with 100% employer match about $185,503 at 4% or $123,669 at 6%. |
| 2023 | 1 | 8 | $182,867 | $122,663 | $15,333iApproximate average salary by contribution assumption: employee only about $383,322 at 4% or $255,548 at 6%; with 50% employer match about $255,548 at 4% or $170,365 at 6%; with 100% employer match about $191,661 at 4% or $127,774 at 6%. |
| Formation Financial Consulting 401(K) Plan | - | 8 | $182,867 | $122,663 | $15,333iApproximate average salary by contribution assumption: employee only about $383,322 at 4% or $255,548 at 6%; with 50% employer match about $255,548 at 4% or $170,365 at 6%; with 100% employer match about $191,661 at 4% or $127,774 at 6%. |
| 2022 | 1 | 4 | $40,845 | $46,783 | $11,696iApproximate average salary by contribution assumption: employee only about $292,394 at 4% or $194,929 at 6%; with 50% employer match about $194,929 at 4% or $129,953 at 6%; with 100% employer match about $146,197 at 4% or $97,465 at 6%. |
| Formation Financial Consulting 401(K) Plan | - | 4 | $40,845 | $46,783 | $11,696iApproximate average salary by contribution assumption: employee only about $292,394 at 4% or $194,929 at 6%; with 50% employer match about $194,929 at 4% or $129,953 at 6%; with 100% employer match about $146,197 at 4% or $97,465 at 6%. |