Civic Intelligence

Folkestad & Fazekas PC

Plan context: Folkestad & Fazekas PC Profit Sharing Plan

EIN 84-1061225 • Castle Rock, CO • 28 filings • 5 plans

18 S Wilcox St Ste 200Castle Rock, CO 80104-1968
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$4,570,041

2024 Contributions

$183,005

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$4,570,041$2,285,021$0199920132024YearValue
$4,570,041Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

23120199920122024YearValue
15Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024115$4,570,041$183,005$12,200iApproximate average salary by contribution assumption: employee only about $305,008 at 4% or $203,339 at 6%; with 50% employer match about $203,339 at 4% or $135,559 at 6%; with 100% employer match about $152,504 at 4% or $101,669 at 6%.
Folkestad & Fazekas PC Profit Sharing Plan-15$4,570,041$183,005$12,200iApproximate average salary by contribution assumption: employee only about $305,008 at 4% or $203,339 at 6%; with 50% employer match about $203,339 at 4% or $135,559 at 6%; with 100% employer match about $152,504 at 4% or $101,669 at 6%.
2023114$4,297,007$193,589$13,828iApproximate average salary by contribution assumption: employee only about $345,695 at 4% or $230,463 at 6%; with 50% employer match about $230,463 at 4% or $153,642 at 6%; with 100% employer match about $172,847 at 4% or $115,232 at 6%.
Folkestad & Fazekas PC Profit Sharing Plan-14$4,297,007$193,589$13,828iApproximate average salary by contribution assumption: employee only about $345,695 at 4% or $230,463 at 6%; with 50% employer match about $230,463 at 4% or $153,642 at 6%; with 100% employer match about $172,847 at 4% or $115,232 at 6%.
2022114$3,657,544$184,835$13,203iApproximate average salary by contribution assumption: employee only about $330,063 at 4% or $220,042 at 6%; with 50% employer match about $220,042 at 4% or $146,694 at 6%; with 100% employer match about $165,031 at 4% or $110,021 at 6%.
Folkestad & Fazekas PC Profit Sharing Plan-14$3,657,544$184,835$13,203iApproximate average salary by contribution assumption: employee only about $330,063 at 4% or $220,042 at 6%; with 50% employer match about $220,042 at 4% or $146,694 at 6%; with 100% employer match about $165,031 at 4% or $110,021 at 6%.
2021116$4,216,904$156,065$9,754iApproximate average salary by contribution assumption: employee only about $243,852 at 4% or $162,568 at 6%; with 50% employer match about $162,568 at 4% or $108,378 at 6%; with 100% employer match about $121,926 at 4% or $81,284 at 6%.
Folkestad & Fazekas PC Profit Sharing Plan-16$4,216,904$156,065$9,754iApproximate average salary by contribution assumption: employee only about $243,852 at 4% or $162,568 at 6%; with 50% employer match about $162,568 at 4% or $108,378 at 6%; with 100% employer match about $121,926 at 4% or $81,284 at 6%.
2020117$3,894,973$139,644$8,214iApproximate average salary by contribution assumption: employee only about $205,359 at 4% or $136,906 at 6%; with 50% employer match about $136,906 at 4% or $91,271 at 6%; with 100% employer match about $102,679 at 4% or $68,453 at 6%.
Folkestad & Fazekas PC Profit Sharing Plan-17$3,894,973$139,644$8,214iApproximate average salary by contribution assumption: employee only about $205,359 at 4% or $136,906 at 6%; with 50% employer match about $136,906 at 4% or $91,271 at 6%; with 100% employer match about $102,679 at 4% or $68,453 at 6%.
2019117$3,610,685$141,536$8,326iApproximate average salary by contribution assumption: employee only about $208,141 at 4% or $138,761 at 6%; with 50% employer match about $138,761 at 4% or $92,507 at 6%; with 100% employer match about $104,071 at 4% or $69,380 at 6%.
Folkestad & Fazekas PC Profit Sharing Plan-17$3,610,685$141,536$8,326iApproximate average salary by contribution assumption: employee only about $208,141 at 4% or $138,761 at 6%; with 50% employer match about $138,761 at 4% or $92,507 at 6%; with 100% employer match about $104,071 at 4% or $69,380 at 6%.
2018115$2,874,622$138,126$9,208iApproximate average salary by contribution assumption: employee only about $230,210 at 4% or $153,473 at 6%; with 50% employer match about $153,473 at 4% or $102,316 at 6%; with 100% employer match about $115,105 at 4% or $76,737 at 6%.
Folkestad & Fazekas PC Profit Sharing Plan-15$2,874,622$138,126$9,208iApproximate average salary by contribution assumption: employee only about $230,210 at 4% or $153,473 at 6%; with 50% employer match about $153,473 at 4% or $102,316 at 6%; with 100% employer match about $115,105 at 4% or $76,737 at 6%.
2017119$3,309,791$181,408$9,548iApproximate average salary by contribution assumption: employee only about $238,695 at 4% or $159,130 at 6%; with 50% employer match about $159,130 at 4% or $106,087 at 6%; with 100% employer match about $119,347 at 4% or $79,565 at 6%.
Folkestad & Fazekas PC Profit Sharing Plan-19$3,309,791$181,408$9,548iApproximate average salary by contribution assumption: employee only about $238,695 at 4% or $159,130 at 6%; with 50% employer match about $159,130 at 4% or $106,087 at 6%; with 100% employer match about $119,347 at 4% or $79,565 at 6%.
2016123$2,840,776$356,375$15,495iApproximate average salary by contribution assumption: employee only about $387,364 at 4% or $258,243 at 6%; with 50% employer match about $258,243 at 4% or $172,162 at 6%; with 100% employer match about $193,682 at 4% or $129,121 at 6%.
Folkestad & Fazekas PC Profit Sharing Plan-23$2,840,776$356,375$15,495iApproximate average salary by contribution assumption: employee only about $387,364 at 4% or $258,243 at 6%; with 50% employer match about $258,243 at 4% or $172,162 at 6%; with 100% employer match about $193,682 at 4% or $129,121 at 6%.
2015122$2,263,653$166,217$7,555iApproximate average salary by contribution assumption: employee only about $188,883 at 4% or $125,922 at 6%; with 50% employer match about $125,922 at 4% or $83,948 at 6%; with 100% employer match about $94,441 at 4% or $62,961 at 6%.
Folkestad & Fazekas PC Profit Sharing Plan-22$2,263,653$166,217$7,555iApproximate average salary by contribution assumption: employee only about $188,883 at 4% or $125,922 at 6%; with 50% employer match about $125,922 at 4% or $83,948 at 6%; with 100% employer match about $94,441 at 4% or $62,961 at 6%.
2014117$2,353,525$186,770$10,986iApproximate average salary by contribution assumption: employee only about $274,662 at 4% or $183,108 at 6%; with 50% employer match about $183,108 at 4% or $122,072 at 6%; with 100% employer match about $137,331 at 4% or $91,554 at 6%.
Folkestad & Fazekas PC Profit Sharing Plan-17$2,353,525$186,770$10,986iApproximate average salary by contribution assumption: employee only about $274,662 at 4% or $183,108 at 6%; with 50% employer match about $183,108 at 4% or $122,072 at 6%; with 100% employer match about $137,331 at 4% or $91,554 at 6%.
2013118$2,425,179$214,330$11,907iApproximate average salary by contribution assumption: employee only about $297,681 at 4% or $198,454 at 6%; with 50% employer match about $198,454 at 4% or $132,302 at 6%; with 100% employer match about $148,840 at 4% or $99,227 at 6%.
Folkestad & Fazekas PC Profit Sharing Plan-18$2,425,179$214,330$11,907iApproximate average salary by contribution assumption: employee only about $297,681 at 4% or $198,454 at 6%; with 50% employer match about $198,454 at 4% or $132,302 at 6%; with 100% employer match about $148,840 at 4% or $99,227 at 6%.
2012116$1,922,745$191,430$11,964iApproximate average salary by contribution assumption: employee only about $299,109 at 4% or $199,406 at 6%; with 50% employer match about $199,406 at 4% or $132,938 at 6%; with 100% employer match about $149,555 at 4% or $99,703 at 6%.
Folkestad & Fazekas PC Profit Sharing Plan-16$1,922,745$191,430$11,964iApproximate average salary by contribution assumption: employee only about $299,109 at 4% or $199,406 at 6%; with 50% employer match about $199,406 at 4% or $132,938 at 6%; with 100% employer match about $149,555 at 4% or $99,703 at 6%.
2011115$1,538,756$188,916$12,594iApproximate average salary by contribution assumption: employee only about $314,860 at 4% or $209,907 at 6%; with 50% employer match about $209,907 at 4% or $139,938 at 6%; with 100% employer match about $157,430 at 4% or $104,953 at 6%.
Folkestad & Fazekas PC Profit Sharing Plan-15$1,538,756$188,916$12,594iApproximate average salary by contribution assumption: employee only about $314,860 at 4% or $209,907 at 6%; with 50% employer match about $209,907 at 4% or $139,938 at 6%; with 100% employer match about $157,430 at 4% or $104,953 at 6%.
2010117$2,152,509$161,522$9,501iApproximate average salary by contribution assumption: employee only about $237,532 at 4% or $158,355 at 6%; with 50% employer match about $158,355 at 4% or $105,570 at 6%; with 100% employer match about $118,766 at 4% or $79,177 at 6%.
Folkestad & Fazekas PC Profit Sharing Plan-17$2,152,509$161,522$9,501iApproximate average salary by contribution assumption: employee only about $237,532 at 4% or $158,355 at 6%; with 50% employer match about $158,355 at 4% or $105,570 at 6%; with 100% employer match about $118,766 at 4% or $79,177 at 6%.
2009120$1,934,051$142,396$7,120iApproximate average salary by contribution assumption: employee only about $177,995 at 4% or $118,663 at 6%; with 50% employer match about $118,663 at 4% or $79,109 at 6%; with 100% employer match about $88,998 at 4% or $59,332 at 6%.
Folkestad & Fazekas PC Profit Sharing Plan-20$1,934,051$142,396$7,120iApproximate average salary by contribution assumption: employee only about $177,995 at 4% or $118,663 at 6%; with 50% employer match about $118,663 at 4% or $79,109 at 6%; with 100% employer match about $88,998 at 4% or $59,332 at 6%.
2007114$2,928,110$141,536$10,110iApproximate average salary by contribution assumption: employee only about $252,743 at 4% or $168,495 at 6%; with 50% employer match about $168,495 at 4% or $112,330 at 6%; with 100% employer match about $126,371 at 4% or $84,248 at 6%.
Folkestad & Fazekas PC Profit Sharing Plan-14$2,928,110$141,536$10,110iApproximate average salary by contribution assumption: employee only about $252,743 at 4% or $168,495 at 6%; with 50% employer match about $168,495 at 4% or $112,330 at 6%; with 100% employer match about $126,371 at 4% or $84,248 at 6%.
2006115$2,633,939$145,199$9,680iApproximate average salary by contribution assumption: employee only about $241,998 at 4% or $161,332 at 6%; with 50% employer match about $161,332 at 4% or $107,555 at 6%; with 100% employer match about $120,999 at 4% or $80,666 at 6%.
Folkestad & Fazekas PC Profit Sharing Plan-15$2,633,939$145,199$9,680iApproximate average salary by contribution assumption: employee only about $241,998 at 4% or $161,332 at 6%; with 50% employer match about $161,332 at 4% or $107,555 at 6%; with 100% employer match about $120,999 at 4% or $80,666 at 6%.
2005114$2,245,448$122,611$8,758iApproximate average salary by contribution assumption: employee only about $218,948 at 4% or $145,965 at 6%; with 50% employer match about $145,965 at 4% or $97,310 at 6%; with 100% employer match about $109,474 at 4% or $72,983 at 6%.
Folkestad & Fazekas PC Profit Sharing Plan-14$2,245,448$122,611$8,758iApproximate average salary by contribution assumption: employee only about $218,948 at 4% or $145,965 at 6%; with 50% employer match about $145,965 at 4% or $97,310 at 6%; with 100% employer match about $109,474 at 4% or $72,983 at 6%.
2004114$2,032,005$146,387$10,456iApproximate average salary by contribution assumption: employee only about $261,405 at 4% or $174,270 at 6%; with 50% employer match about $174,270 at 4% or $116,180 at 6%; with 100% employer match about $130,703 at 4% or $87,135 at 6%.
Folkestad & Fazekas PC Profit Sharing Plan-14$2,032,005$146,387$10,456iApproximate average salary by contribution assumption: employee only about $261,405 at 4% or $174,270 at 6%; with 50% employer match about $174,270 at 4% or $116,180 at 6%; with 100% employer match about $130,703 at 4% or $87,135 at 6%.
2003112$1,728,202$175,565$14,630iApproximate average salary by contribution assumption: employee only about $365,760 at 4% or $243,840 at 6%; with 50% employer match about $243,840 at 4% or $162,560 at 6%; with 100% employer match about $182,880 at 4% or $121,920 at 6%.
Folkestad & Fazekas PC Profit Sharing Plan-12$1,728,202$175,565$14,630iApproximate average salary by contribution assumption: employee only about $365,760 at 4% or $243,840 at 6%; with 50% employer match about $243,840 at 4% or $162,560 at 6%; with 100% employer match about $182,880 at 4% or $121,920 at 6%.
2002110$1,282,816$155,385$15,539iApproximate average salary by contribution assumption: employee only about $388,463 at 4% or $258,975 at 6%; with 50% employer match about $258,975 at 4% or $172,650 at 6%; with 100% employer match about $194,231 at 4% or $129,488 at 6%.
Folkestad & Fazekas PC Profit Sharing Plan-10$1,282,816$155,385$15,539iApproximate average salary by contribution assumption: employee only about $388,463 at 4% or $258,975 at 6%; with 50% employer match about $258,975 at 4% or $172,650 at 6%; with 100% employer match about $194,231 at 4% or $129,488 at 6%.
2001212$0$0-
Folkestad & Fazekas PC Money Purchase Plan-0---
Folkestad & Fazekas PC Profit Sharing Plan-12---
2000212$1,292,074$133,418$11,118iApproximate average salary by contribution assumption: employee only about $277,954 at 4% or $185,303 at 6%; with 50% employer match about $185,303 at 4% or $123,535 at 6%; with 100% employer match about $138,977 at 4% or $92,651 at 6%.
Folkestad & Fazekas PC Profit Sharing Plan-12$1,180,991$73,813$6,151iApproximate average salary by contribution assumption: employee only about $153,777 at 4% or $102,518 at 6%; with 50% employer match about $102,518 at 4% or $68,345 at 6%; with 100% employer match about $76,889 at 4% or $51,259 at 6%.
Folkestad & Fazekas PC Money Purchase Plan-12$111,083$59,605$4,967iApproximate average salary by contribution assumption: employee only about $124,177 at 4% or $82,785 at 6%; with 50% employer match about $82,785 at 4% or $55,190 at 6%; with 100% employer match about $62,089 at 4% or $41,392 at 6%.
199929$1,344,206$106,903$11,878iApproximate average salary by contribution assumption: employee only about $296,953 at 4% or $197,969 at 6%; with 50% employer match about $197,969 at 4% or $131,979 at 6%; with 100% employer match about $148,476 at 4% or $98,984 at 6%.
Folkestad & Fazekas PC Profit Sharing Plan-9$1,295,666$58,363$6,485iApproximate average salary by contribution assumption: employee only about $162,119 at 4% or $108,080 at 6%; with 50% employer match about $108,080 at 4% or $72,053 at 6%; with 100% employer match about $81,060 at 4% or $54,040 at 6%.
Folkestad & Fazekas PC Money Purchase Plan-9$48,540$48,540$5,393iApproximate average salary by contribution assumption: employee only about $134,833 at 4% or $89,889 at 6%; with 50% employer match about $89,889 at 4% or $59,926 at 6%; with 100% employer match about $67,417 at 4% or $44,944 at 6%.