Civic Intelligence

Financial Design & Management Inc.

Plan context: Financial Design & Management Inc. 401K Plan

EIN 84-1096092 • Fort Collins, CO • 24 filings • 2 plans

4645 Ziegler Road, Suite 220Fort Collins, CO 80528
Current Snapshot

Latest Year

2020

2020 Participants

3

2020 Assets

$1,958,690

2020 Contributions

$88,406

Historical Graphs

Total Assets Over Time

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

$1,958,690$979,345$0200120102019YearValue
$1,958,690Latest year 2019

Participants Over Time

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

320200120102019YearValue
3Latest year 2019

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
202010$0$88,406-
Financial Design & Management Inc. 401K Plan-0$0$88,406-
201913$1,958,690$125,843$41,948iApproximate average salary by contribution assumption: employee only about $1,048,692 at 4% or $699,128 at 6%; with 50% employer match about $699,128 at 4% or $466,085 at 6%; with 100% employer match about $524,346 at 4% or $349,564 at 6%.
Financial Design & Management Inc. 401K Plan-3$1,958,690$125,843$41,948iApproximate average salary by contribution assumption: employee only about $1,048,692 at 4% or $699,128 at 6%; with 50% employer match about $699,128 at 4% or $466,085 at 6%; with 100% employer match about $524,346 at 4% or $349,564 at 6%.
201813$1,542,909$124,678$41,559iApproximate average salary by contribution assumption: employee only about $1,038,983 at 4% or $692,656 at 6%; with 50% employer match about $692,656 at 4% or $461,770 at 6%; with 100% employer match about $519,492 at 4% or $346,328 at 6%.
Financial Design & Management Inc. 401K Plan-3$1,542,909$124,678$41,559iApproximate average salary by contribution assumption: employee only about $1,038,983 at 4% or $692,656 at 6%; with 50% employer match about $692,656 at 4% or $461,770 at 6%; with 100% employer match about $519,492 at 4% or $346,328 at 6%.
201713$1,518,894$122,992$40,997iApproximate average salary by contribution assumption: employee only about $1,024,933 at 4% or $683,289 at 6%; with 50% employer match about $683,289 at 4% or $455,526 at 6%; with 100% employer match about $512,467 at 4% or $341,644 at 6%.
Financial Design & Management Inc. 401K Plan-3$1,518,894$122,992$40,997iApproximate average salary by contribution assumption: employee only about $1,024,933 at 4% or $683,289 at 6%; with 50% employer match about $683,289 at 4% or $455,526 at 6%; with 100% employer match about $512,467 at 4% or $341,644 at 6%.
201613$1,288,766$116,370$38,790iApproximate average salary by contribution assumption: employee only about $969,750 at 4% or $646,500 at 6%; with 50% employer match about $646,500 at 4% or $431,000 at 6%; with 100% employer match about $484,875 at 4% or $323,250 at 6%.
Financial Design & Management Inc. 401K Plan-3$1,288,766$116,370$38,790iApproximate average salary by contribution assumption: employee only about $969,750 at 4% or $646,500 at 6%; with 50% employer match about $646,500 at 4% or $431,000 at 6%; with 100% employer match about $484,875 at 4% or $323,250 at 6%.
201513$1,093,482$110,009$36,670iApproximate average salary by contribution assumption: employee only about $916,742 at 4% or $611,161 at 6%; with 50% employer match about $611,161 at 4% or $407,441 at 6%; with 100% employer match about $458,371 at 4% or $305,581 at 6%.
Financial Design & Management Inc. 401K Plan-3$1,093,482$110,009$36,670iApproximate average salary by contribution assumption: employee only about $916,742 at 4% or $611,161 at 6%; with 50% employer match about $611,161 at 4% or $407,441 at 6%; with 100% employer match about $458,371 at 4% or $305,581 at 6%.
201413$1,013,017$105,753$35,251iApproximate average salary by contribution assumption: employee only about $881,275 at 4% or $587,517 at 6%; with 50% employer match about $587,517 at 4% or $391,678 at 6%; with 100% employer match about $440,638 at 4% or $293,758 at 6%.
Financial Design & Management Inc. 401K Plan-3$1,013,017$105,753$35,251iApproximate average salary by contribution assumption: employee only about $881,275 at 4% or $587,517 at 6%; with 50% employer match about $587,517 at 4% or $391,678 at 6%; with 100% employer match about $440,638 at 4% or $293,758 at 6%.
201313$873,291$102,840$34,280iApproximate average salary by contribution assumption: employee only about $857,000 at 4% or $571,333 at 6%; with 50% employer match about $571,333 at 4% or $380,889 at 6%; with 100% employer match about $428,500 at 4% or $285,667 at 6%.
Financial Design & Management Inc. 401K Plan-3$873,291$102,840$34,280iApproximate average salary by contribution assumption: employee only about $857,000 at 4% or $571,333 at 6%; with 50% employer match about $571,333 at 4% or $380,889 at 6%; with 100% employer match about $428,500 at 4% or $285,667 at 6%.
201213$707,818$95,994$31,998iApproximate average salary by contribution assumption: employee only about $799,950 at 4% or $533,300 at 6%; with 50% employer match about $533,300 at 4% or $355,533 at 6%; with 100% employer match about $399,975 at 4% or $266,650 at 6%.
Financial Design & Management Inc. 401K Plan-3$707,818$95,994$31,998iApproximate average salary by contribution assumption: employee only about $799,950 at 4% or $533,300 at 6%; with 50% employer match about $533,300 at 4% or $355,533 at 6%; with 100% employer match about $399,975 at 4% or $266,650 at 6%.
201113$561,735$92,102$30,701iApproximate average salary by contribution assumption: employee only about $767,517 at 4% or $511,678 at 6%; with 50% employer match about $511,678 at 4% or $341,119 at 6%; with 100% employer match about $383,758 at 4% or $255,839 at 6%.
Financial Design & Management Inc. 401K Plan-3$561,735$92,102$30,701iApproximate average salary by contribution assumption: employee only about $767,517 at 4% or $511,678 at 6%; with 50% employer match about $511,678 at 4% or $341,119 at 6%; with 100% employer match about $383,758 at 4% or $255,839 at 6%.
201023$487,767$362,316$120,772iApproximate average salary by contribution assumption: employee only about $3,019,300 at 4% or $2,012,867 at 6%; with 50% employer match about $2,012,867 at 4% or $1,341,911 at 6%; with 100% employer match about $1,509,650 at 4% or $1,006,433 at 6%.
Financial Design & Management Inc. 401K Plan-3$487,767$362,316$120,772iApproximate average salary by contribution assumption: employee only about $3,019,300 at 4% or $2,012,867 at 6%; with 50% employer match about $2,012,867 at 4% or $1,341,911 at 6%; with 100% employer match about $1,509,650 at 4% or $1,006,433 at 6%.
Financial Design & Management Inc. Pension Plan-0---
200922$1,901,987$153,153$76,577iApproximate average salary by contribution assumption: employee only about $1,914,413 at 4% or $1,276,275 at 6%; with 50% employer match about $1,276,275 at 4% or $850,850 at 6%; with 100% employer match about $957,206 at 4% or $638,138 at 6%.
Financial Design & Management Inc. Pension Plan-2$1,803,340$120,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
Financial Design & Management Inc. 401K Plan-2$98,647$33,153$16,577iApproximate average salary by contribution assumption: employee only about $414,413 at 4% or $276,275 at 6%; with 50% employer match about $276,275 at 4% or $184,183 at 6%; with 100% employer match about $207,206 at 4% or $138,138 at 6%.
200822$44,554$30,873$15,437iApproximate average salary by contribution assumption: employee only about $385,913 at 4% or $257,275 at 6%; with 50% employer match about $257,275 at 4% or $171,517 at 6%; with 100% employer match about $192,956 at 4% or $128,638 at 6%.
Financial Design & Management Inc. 401K Plan-2$44,554$30,873$15,437iApproximate average salary by contribution assumption: employee only about $385,913 at 4% or $257,275 at 6%; with 50% employer match about $257,275 at 4% or $171,517 at 6%; with 100% employer match about $192,956 at 4% or $128,638 at 6%.
Financial Design & Management Inc. Pension Plan-2---
200722$1,893,064$219,140$109,570iApproximate average salary by contribution assumption: employee only about $2,739,250 at 4% or $1,826,167 at 6%; with 50% employer match about $1,826,167 at 4% or $1,217,444 at 6%; with 100% employer match about $1,369,625 at 4% or $913,083 at 6%.
Financial Design & Management Inc. Pension Plan-2$1,864,380$190,000$95,000iApproximate average salary by contribution assumption: employee only about $2,375,000 at 4% or $1,583,333 at 6%; with 50% employer match about $1,583,333 at 4% or $1,055,556 at 6%; with 100% employer match about $1,187,500 at 4% or $791,667 at 6%.
Financial Design & Management Inc. 401K Plan-2$28,684$29,140$14,570iApproximate average salary by contribution assumption: employee only about $364,250 at 4% or $242,833 at 6%; with 50% employer match about $242,833 at 4% or $161,889 at 6%; with 100% employer match about $182,125 at 4% or $121,417 at 6%.
200612$1,493,637$442,671$221,336iApproximate average salary by contribution assumption: employee only about $5,533,388 at 4% or $3,688,925 at 6%; with 50% employer match about $3,688,925 at 4% or $2,459,283 at 6%; with 100% employer match about $2,766,694 at 4% or $1,844,463 at 6%.
Financial Design & Management Inc. Pension Plan-2$1,493,637$442,671$221,336iApproximate average salary by contribution assumption: employee only about $5,533,388 at 4% or $3,688,925 at 6%; with 50% employer match about $3,688,925 at 4% or $2,459,283 at 6%; with 100% employer match about $2,766,694 at 4% or $1,844,463 at 6%.
200512$905,814$161,703$80,852iApproximate average salary by contribution assumption: employee only about $2,021,288 at 4% or $1,347,525 at 6%; with 50% employer match about $1,347,525 at 4% or $898,350 at 6%; with 100% employer match about $1,010,644 at 4% or $673,763 at 6%.
Financial Design & Management Inc. Pension Plan-2$905,814$161,703$80,852iApproximate average salary by contribution assumption: employee only about $2,021,288 at 4% or $1,347,525 at 6%; with 50% employer match about $1,347,525 at 4% or $898,350 at 6%; with 100% employer match about $1,010,644 at 4% or $673,763 at 6%.
200412$677,895$163,569$81,785iApproximate average salary by contribution assumption: employee only about $2,044,613 at 4% or $1,363,075 at 6%; with 50% employer match about $1,363,075 at 4% or $908,717 at 6%; with 100% employer match about $1,022,306 at 4% or $681,538 at 6%.
Financial Design & Management Inc. Pension Plan-2$677,895$163,569$81,785iApproximate average salary by contribution assumption: employee only about $2,044,613 at 4% or $1,363,075 at 6%; with 50% employer match about $1,363,075 at 4% or $908,717 at 6%; with 100% employer match about $1,022,306 at 4% or $681,538 at 6%.
200312$451,934$151,276$75,638iApproximate average salary by contribution assumption: employee only about $1,890,950 at 4% or $1,260,633 at 6%; with 50% employer match about $1,260,633 at 4% or $840,422 at 6%; with 100% employer match about $945,475 at 4% or $630,317 at 6%.
Financial Design & Management Inc. Pension Plan-2$451,934$151,276$75,638iApproximate average salary by contribution assumption: employee only about $1,890,950 at 4% or $1,260,633 at 6%; with 50% employer match about $1,260,633 at 4% or $840,422 at 6%; with 100% employer match about $945,475 at 4% or $630,317 at 6%.
200212$260,178$161,096$80,548iApproximate average salary by contribution assumption: employee only about $2,013,700 at 4% or $1,342,467 at 6%; with 50% employer match about $1,342,467 at 4% or $894,978 at 6%; with 100% employer match about $1,006,850 at 4% or $671,233 at 6%.
Financial Design & Management Inc. Pension Plan-2$260,178$161,096$80,548iApproximate average salary by contribution assumption: employee only about $2,013,700 at 4% or $1,342,467 at 6%; with 50% employer match about $1,342,467 at 4% or $894,978 at 6%; with 100% employer match about $1,006,850 at 4% or $671,233 at 6%.
200112$99,096$99,096$49,548iApproximate average salary by contribution assumption: employee only about $1,238,700 at 4% or $825,800 at 6%; with 50% employer match about $825,800 at 4% or $550,533 at 6%; with 100% employer match about $619,350 at 4% or $412,900 at 6%.
Financial Design & Management Inc. Pension Plan-2$99,096$99,096$49,548iApproximate average salary by contribution assumption: employee only about $1,238,700 at 4% or $825,800 at 6%; with 50% employer match about $825,800 at 4% or $550,533 at 6%; with 100% employer match about $619,350 at 4% or $412,900 at 6%.