Fnz Trust Co.
Plan context: Fnz USA Inc. 401(K) Plan
EIN 85-3107782 • Boston, MA • 7 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
150
2024 Assets
$15,091,605
2024 Contributions
$2,818,360
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 150 | $15,091,605 | $2,818,360 | $18,789iApproximate average salary by contribution assumption: employee only about $469,727 at 4% or $313,151 at 6%; with 50% employer match about $313,151 at 4% or $208,767 at 6%; with 100% employer match about $234,863 at 4% or $156,576 at 6%. |
| Fnz USA Inc. 401(K) Plan | - | 150 | $15,091,605 | $2,818,360 | $18,789iApproximate average salary by contribution assumption: employee only about $469,727 at 4% or $313,151 at 6%; with 50% employer match about $313,151 at 4% or $208,767 at 6%; with 100% employer match about $234,863 at 4% or $156,576 at 6%. |
| Fnz Trust Co. Employee Benefit Plan | - | 149 | - | - | - |
| 2023 | 2 | 159 | $12,003,386 | $3,201,948 | $20,138iApproximate average salary by contribution assumption: employee only about $503,451 at 4% or $335,634 at 6%; with 50% employer match about $335,634 at 4% or $223,756 at 6%; with 100% employer match about $251,725 at 4% or $167,817 at 6%. |
| Fnz USA Inc. 401(K) Plan | - | 159 | $12,003,386 | $3,201,948 | $20,138iApproximate average salary by contribution assumption: employee only about $503,451 at 4% or $335,634 at 6%; with 50% employer match about $335,634 at 4% or $223,756 at 6%; with 100% employer match about $251,725 at 4% or $167,817 at 6%. |
| Fnz Trust Co. Employee Benefit Plan | - | 146 | - | - | - |
| 2022 | 2 | 151 | $6,876,960 | $2,833,320 | $18,764iApproximate average salary by contribution assumption: employee only about $469,093 at 4% or $312,728 at 6%; with 50% employer match about $312,728 at 4% or $208,486 at 6%; with 100% employer match about $234,546 at 4% or $156,364 at 6%. |
| Fnz USA Inc. 401(K) Plan | - | 151 | $6,876,960 | $2,833,320 | $18,764iApproximate average salary by contribution assumption: employee only about $469,093 at 4% or $312,728 at 6%; with 50% employer match about $312,728 at 4% or $208,486 at 6%; with 100% employer match about $234,546 at 4% or $156,364 at 6%. |
| Fnz Trust Co. Employee Benefit Plan | - | 139 | - | - | - |
| 2021 | 1 | 108 | $5,662,405 | $5,430,494 | $50,282iApproximate average salary by contribution assumption: employee only about $1,257,059 at 4% or $838,039 at 6%; with 50% employer match about $838,039 at 4% or $558,693 at 6%; with 100% employer match about $628,529 at 4% or $419,020 at 6%. |
| Fnz USA Inc. 401(K) Plan | - | 108 | $5,662,405 | $5,430,494 | $50,282iApproximate average salary by contribution assumption: employee only about $1,257,059 at 4% or $838,039 at 6%; with 50% employer match about $838,039 at 4% or $558,693 at 6%; with 100% employer match about $628,529 at 4% or $419,020 at 6%. |