Civic Intelligence

Financial Education & Development Inc.

Plan context: Financial Education & Development Inc. 401(K) Plan

EIN 91-1846193 • Helena, MT • 10 filings • 1 plans

825 Great Northern BoulevardSuite 203Helena, MT 59601
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$650,624

2025 Contributions

$24,618

Historical Graphs

Total Assets Over Time

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

$1,074,769$537,385$0201620202024YearValue
$650,624Latest year 2024

Participants Over Time

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

1470201620202024YearValue
14Latest 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
202510$0$24,618-
Financial Education & Development Inc. 401(K) Plan-0$0$24,618-
2024114$650,624$119,208$8,515iApproximate average salary by contribution assumption: employee only about $212,871 at 4% or $141,914 at 6%; with 50% employer match about $141,914 at 4% or $94,610 at 6%; with 100% employer match about $106,436 at 4% or $70,957 at 6%.
Financial Education & Development Inc. 401(K) Plan-14$650,624$119,208$8,515iApproximate average salary by contribution assumption: employee only about $212,871 at 4% or $141,914 at 6%; with 50% employer match about $141,914 at 4% or $94,610 at 6%; with 100% employer match about $106,436 at 4% or $70,957 at 6%.
2023113$480,404$83,787$6,445iApproximate average salary by contribution assumption: employee only about $161,129 at 4% or $107,419 at 6%; with 50% employer match about $107,419 at 4% or $71,613 at 6%; with 100% employer match about $80,564 at 4% or $53,710 at 6%.
Financial Education & Development Inc. 401(K) Plan-13$480,404$83,787$6,445iApproximate average salary by contribution assumption: employee only about $161,129 at 4% or $107,419 at 6%; with 50% employer match about $107,419 at 4% or $71,613 at 6%; with 100% employer match about $80,564 at 4% or $53,710 at 6%.
2022113$766,971$57,678$4,437iApproximate average salary by contribution assumption: employee only about $110,919 at 4% or $73,946 at 6%; with 50% employer match about $73,946 at 4% or $49,297 at 6%; with 100% employer match about $55,460 at 4% or $36,973 at 6%.
Financial Education & Development Inc. 401(K) Plan-13$766,971$57,678$4,437iApproximate average salary by contribution assumption: employee only about $110,919 at 4% or $73,946 at 6%; with 50% employer match about $73,946 at 4% or $49,297 at 6%; with 100% employer match about $55,460 at 4% or $36,973 at 6%.
2021114$1,074,769$93,304$6,665iApproximate average salary by contribution assumption: employee only about $166,614 at 4% or $111,076 at 6%; with 50% employer match about $111,076 at 4% or $74,051 at 6%; with 100% employer match about $83,307 at 4% or $55,538 at 6%.
Financial Education & Development Inc. 401(K) Plan-14$1,074,769$93,304$6,665iApproximate average salary by contribution assumption: employee only about $166,614 at 4% or $111,076 at 6%; with 50% employer match about $111,076 at 4% or $74,051 at 6%; with 100% employer match about $83,307 at 4% or $55,538 at 6%.
2020113$846,180$55,458$4,266iApproximate average salary by contribution assumption: employee only about $106,650 at 4% or $71,100 at 6%; with 50% employer match about $71,100 at 4% or $47,400 at 6%; with 100% employer match about $53,325 at 4% or $35,550 at 6%.
Financial Education & Development Inc. 401(K) Plan-13$846,180$55,458$4,266iApproximate average salary by contribution assumption: employee only about $106,650 at 4% or $71,100 at 6%; with 50% employer match about $71,100 at 4% or $47,400 at 6%; with 100% employer match about $53,325 at 4% or $35,550 at 6%.
2019110$685,639$53,884$5,388iApproximate average salary by contribution assumption: employee only about $134,710 at 4% or $89,807 at 6%; with 50% employer match about $89,807 at 4% or $59,871 at 6%; with 100% employer match about $67,355 at 4% or $44,903 at 6%.
Financial Education & Development Inc. 401(K) Plan-10$685,639$53,884$5,388iApproximate average salary by contribution assumption: employee only about $134,710 at 4% or $89,807 at 6%; with 50% employer match about $89,807 at 4% or $59,871 at 6%; with 100% employer match about $67,355 at 4% or $44,903 at 6%.
2018111$602,339$91,438$8,313iApproximate average salary by contribution assumption: employee only about $207,814 at 4% or $138,542 at 6%; with 50% employer match about $138,542 at 4% or $92,362 at 6%; with 100% employer match about $103,907 at 4% or $69,271 at 6%.
Financial Education & Development Inc. 401(K) Plan-11$602,339$91,438$8,313iApproximate average salary by contribution assumption: employee only about $207,814 at 4% or $138,542 at 6%; with 50% employer match about $138,542 at 4% or $92,362 at 6%; with 100% employer match about $103,907 at 4% or $69,271 at 6%.
2017110$545,924$104,483$10,448iApproximate average salary by contribution assumption: employee only about $261,207 at 4% or $174,138 at 6%; with 50% employer match about $174,138 at 4% or $116,092 at 6%; with 100% employer match about $130,604 at 4% or $87,069 at 6%.
Financial Education & Development Inc. 401(K) Plan-10$545,924$104,483$10,448iApproximate average salary by contribution assumption: employee only about $261,207 at 4% or $174,138 at 6%; with 50% employer match about $174,138 at 4% or $116,092 at 6%; with 100% employer match about $130,604 at 4% or $87,069 at 6%.
2016110$362,862$329,289$32,929iApproximate average salary by contribution assumption: employee only about $823,223 at 4% or $548,815 at 6%; with 50% employer match about $548,815 at 4% or $365,877 at 6%; with 100% employer match about $411,611 at 4% or $274,408 at 6%.
Financial Education & Development Inc. 401(K) Plan-10$362,862$329,289$32,929iApproximate average salary by contribution assumption: employee only about $823,223 at 4% or $548,815 at 6%; with 50% employer match about $548,815 at 4% or $365,877 at 6%; with 100% employer match about $411,611 at 4% or $274,408 at 6%.