FD FINANCIAL GROUP, LLC
Plan context: FD FINANCIAL GROUP 401(K) PLAN
EIN 85-2237575 • Conshohocken, PA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
15
2025 Assets
$108,980
2025 Contributions
$78,298
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 | 15 | $108,980 | $78,298 | $5,220iApproximate average salary by contribution assumption: employee only about $130,497 at 4% or $86,998 at 6%; with 50% employer match about $86,998 at 4% or $57,999 at 6%; with 100% employer match about $65,248 at 4% or $43,499 at 6%. |
| FD FINANCIAL GROUP 401(K) PLAN | - | 15 | $108,980 | $78,298 | $5,220iApproximate average salary by contribution assumption: employee only about $130,497 at 4% or $86,998 at 6%; with 50% employer match about $86,998 at 4% or $57,999 at 6%; with 100% employer match about $65,248 at 4% or $43,499 at 6%. |
| 2024 | 1 | 12 | $107,490 | $72,273 | $6,023iApproximate average salary by contribution assumption: employee only about $150,569 at 4% or $100,379 at 6%; with 50% employer match about $100,379 at 4% or $66,919 at 6%; with 100% employer match about $75,284 at 4% or $50,190 at 6%. |
| FD FINANCIAL GROUP 401(K) PLAN | - | 12 | $107,490 | $72,273 | $6,023iApproximate average salary by contribution assumption: employee only about $150,569 at 4% or $100,379 at 6%; with 50% employer match about $100,379 at 4% or $66,919 at 6%; with 100% employer match about $75,284 at 4% or $50,190 at 6%. |
| 2023 | 1 | 8 | $29,461 | $25,967 | $3,246iApproximate average salary by contribution assumption: employee only about $81,147 at 4% or $54,098 at 6%; with 50% employer match about $54,098 at 4% or $36,065 at 6%; with 100% employer match about $40,573 at 4% or $27,049 at 6%. |
| FD FINANCIAL GROUP 401(K) PLAN | - | 8 | $29,461 | $25,967 | $3,246iApproximate average salary by contribution assumption: employee only about $81,147 at 4% or $54,098 at 6%; with 50% employer match about $54,098 at 4% or $36,065 at 6%; with 100% employer match about $40,573 at 4% or $27,049 at 6%. |
| 2022 | 1 | 3 | $1,041 | $1,037 | $346iApproximate average salary by contribution assumption: employee only about $8,642 at 4% or $5,761 at 6%; with 50% employer match about $5,761 at 4% or $3,841 at 6%; with 100% employer match about $4,321 at 4% or $2,881 at 6%. |
| FD FINANCIAL GROUP 401(K) PLAN | - | 3 | $1,041 | $1,037 | $346iApproximate average salary by contribution assumption: employee only about $8,642 at 4% or $5,761 at 6%; with 50% employer match about $5,761 at 4% or $3,841 at 6%; with 100% employer match about $4,321 at 4% or $2,881 at 6%. |