Civic Intelligence

Financially Speaking Inc

Plan context: FINANCIALLY SPEAKING, INC. 401(K) PLAN & TRUST

EIN 84-1158352 • Greenwood Village, CO • 20 filings • 5 plans

5889 S. Greenwood Plaza Blvd.Suite 400Greenwood Village, CO 80111
Current Snapshot

Latest Year

2011

2011 Participants

6

2011 Assets

$11,408

2011 Contributions

$26,676

Historical Graphs

Total Assets Over Time

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

$2,624,732$1,312,366$0200020052010YearValue
$11,408Latest year 2010

Participants Over Time

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

840200020062010YearValue
6Latest year 2010

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
201110$0$0-
FINANCIALLY SPEAKING, INC. 401(K) PLAN & TRUST-0$0--
201026$11,408$26,676$4,446iApproximate average salary by contribution assumption: employee only about $111,150 at 4% or $74,100 at 6%; with 50% employer match about $74,100 at 4% or $49,400 at 6%; with 100% employer match about $55,575 at 4% or $37,050 at 6%.
FINANCIALLY SPEAKING, INC. 401(K) PLAN & TRUST-6$11,408$26,676$4,446iApproximate average salary by contribution assumption: employee only about $111,150 at 4% or $74,100 at 6%; with 50% employer match about $74,100 at 4% or $49,400 at 6%; with 100% employer match about $55,575 at 4% or $37,050 at 6%.
Financially Speaking Inc. Defined Benefit Pension Plan-0---
200926$2,624,732$286,897$47,816iApproximate average salary by contribution assumption: employee only about $1,195,404 at 4% or $796,936 at 6%; with 50% employer match about $796,936 at 4% or $531,291 at 6%; with 100% employer match about $597,702 at 4% or $398,468 at 6%.
Financially Speaking Inc. Defined Benefit Pension Plan-6$1,476,228$241,498$40,250iApproximate average salary by contribution assumption: employee only about $1,006,242 at 4% or $670,828 at 6%; with 50% employer match about $670,828 at 4% or $447,219 at 6%; with 100% employer match about $503,121 at 4% or $335,414 at 6%.
FINANCIALLY SPEAKING, INC. 401(K) PLAN & TRUST-6$1,148,504$45,399$7,567iApproximate average salary by contribution assumption: employee only about $189,163 at 4% or $126,108 at 6%; with 50% employer match about $126,108 at 4% or $84,072 at 6%; with 100% employer match about $94,581 at 4% or $63,054 at 6%.
200827$2,241,636$275,064$39,295iApproximate average salary by contribution assumption: employee only about $982,371 at 4% or $654,914 at 6%; with 50% employer match about $654,914 at 4% or $436,610 at 6%; with 100% employer match about $491,186 at 4% or $327,457 at 6%.
FINANCIALLY SPEAKING, INC. 401K PLAN-7$1,160,448$37,736$5,391iApproximate average salary by contribution assumption: employee only about $134,771 at 4% or $89,848 at 6%; with 50% employer match about $89,848 at 4% or $59,898 at 6%; with 100% employer match about $67,386 at 4% or $44,924 at 6%.
Financially Speaking Inc. Defined Benefit Pension Plan-7$1,081,188$237,328$33,904iApproximate average salary by contribution assumption: employee only about $847,600 at 4% or $565,067 at 6%; with 50% employer match about $565,067 at 4% or $376,711 at 6%; with 100% employer match about $423,800 at 4% or $282,533 at 6%.
200727$0$0-
FINANCIALLY SPEAKING, INC. 401K PLAN-7---
Financially Speaking Inc. Defined Benefit Pension Plan-6---
200626$1,843,646$1,115,377$185,896iApproximate average salary by contribution assumption: employee only about $4,647,404 at 4% or $3,098,269 at 6%; with 50% employer match about $3,098,269 at 4% or $2,065,513 at 6%; with 100% employer match about $2,323,702 at 4% or $1,549,135 at 6%.
FINANCIALLY SPEAKING, INC. 401K PLAN-6$1,167,454$908,025$151,338iApproximate average salary by contribution assumption: employee only about $3,783,438 at 4% or $2,522,292 at 6%; with 50% employer match about $2,522,292 at 4% or $1,681,528 at 6%; with 100% employer match about $1,891,719 at 4% or $1,261,146 at 6%.
Financially Speaking Inc. Defined Benefit Pension Plan-6$676,192$207,352$34,559iApproximate average salary by contribution assumption: employee only about $863,967 at 4% or $575,978 at 6%; with 50% employer match about $575,978 at 4% or $383,985 at 6%; with 100% employer match about $431,983 at 4% or $287,989 at 6%.
200528$557,649$235,292$29,412iApproximate average salary by contribution assumption: employee only about $735,288 at 4% or $490,192 at 6%; with 50% employer match about $490,192 at 4% or $326,794 at 6%; with 100% employer match about $367,644 at 4% or $245,096 at 6%.
Financially Speaking Inc. Defined Benefit Pension Plan-5$421,127$213,692$42,738iApproximate average salary by contribution assumption: employee only about $1,068,460 at 4% or $712,307 at 6%; with 50% employer match about $712,307 at 4% or $474,871 at 6%; with 100% employer match about $534,230 at 4% or $356,153 at 6%.
FINANCIALLY SPEAKING, INC. 401K PLAN-8$136,522$21,600$2,700iApproximate average salary by contribution assumption: employee only about $67,500 at 4% or $45,000 at 6%; with 50% employer match about $45,000 at 4% or $30,000 at 6%; with 100% employer match about $33,750 at 4% or $22,500 at 6%.
200425$303,858$209,402$41,880iApproximate average salary by contribution assumption: employee only about $1,047,010 at 4% or $698,007 at 6%; with 50% employer match about $698,007 at 4% or $465,338 at 6%; with 100% employer match about $523,505 at 4% or $349,003 at 6%.
Financially Speaking Inc. Defined Benefit Pension Plan-3$196,902$196,902$65,634iApproximate average salary by contribution assumption: employee only about $1,640,850 at 4% or $1,093,900 at 6%; with 50% employer match about $1,093,900 at 4% or $729,267 at 6%; with 100% employer match about $820,425 at 4% or $546,950 at 6%.
FINANCIALLY SPEAKING, INC. 401K PLAN-5$106,956$12,500$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
200313$79,390$29,545$9,848iApproximate average salary by contribution assumption: employee only about $246,208 at 4% or $164,139 at 6%; with 50% employer match about $164,139 at 4% or $109,426 at 6%; with 100% employer match about $123,104 at 4% or $82,069 at 6%.
FINANCIALLY SPEAKING, INC. PROFIT SHARING PLAN-3$79,390$29,545$9,848iApproximate average salary by contribution assumption: employee only about $246,208 at 4% or $164,139 at 6%; with 50% employer match about $164,139 at 4% or $109,426 at 6%; with 100% employer match about $123,104 at 4% or $82,069 at 6%.
200223$32,745$26,251$8,750iApproximate average salary by contribution assumption: employee only about $218,758 at 4% or $145,839 at 6%; with 50% employer match about $145,839 at 4% or $97,226 at 6%; with 100% employer match about $109,379 at 4% or $72,919 at 6%.
FINANCIALLY SPEAKING, INC. PROFIT SHARING PLAN-3$32,745$15,951$5,317iApproximate average salary by contribution assumption: employee only about $132,925 at 4% or $88,617 at 6%; with 50% employer match about $88,617 at 4% or $59,078 at 6%; with 100% employer match about $66,463 at 4% or $44,308 at 6%.
FINANCIALLY SPEAKING, INC. MONEY PURCHASE PENSION PLAN-0-$10,300-
200023$13,238$13,238$4,413iApproximate average salary by contribution assumption: employee only about $110,317 at 4% or $73,544 at 6%; with 50% employer match about $73,544 at 4% or $49,030 at 6%; with 100% employer match about $55,158 at 4% or $36,772 at 6%.
FINANCIALLY SPEAKING, INC. MONEY PURCHASE PENSION PLAN-3$13,238$13,238$4,413iApproximate average salary by contribution assumption: employee only about $110,317 at 4% or $73,544 at 6%; with 50% employer match about $73,544 at 4% or $49,030 at 6%; with 100% employer match about $55,158 at 4% or $36,772 at 6%.
FINANCIALLY SPEAKING, INC. PROFIT SHARING PLAN-0---