Civic Intelligence

Fishman Financial Group

Plan context: Fishman Financial Group 401K Profit Sharing Plan & Trust

EIN 93-1044706 • Albany, CA • 10 filings • 2 plans

1530 Solano AvenueAlbany, CA 94707
Current Snapshot

Latest Year

2010

2010 Participants

5

2010 Assets

$353,029

2010 Contributions

$9,432

Historical Graphs

Total Assets Over Time

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

$490,153$245,077$0200020052009YearValue
$353,029Latest year 2009

Participants Over Time

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

530200020052009YearValue
5Latest year 2009

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
201010$0$9,432-
Fishman Financial Group 401K Profit Sharing Plan & Trust-0$0$9,432-
200915$353,029$20,102$4,020iApproximate average salary by contribution assumption: employee only about $100,510 at 4% or $67,007 at 6%; with 50% employer match about $67,007 at 4% or $44,671 at 6%; with 100% employer match about $50,255 at 4% or $33,503 at 6%.
Fishman Financial Group 401K Profit Sharing Plan & Trust-5$353,029$20,102$4,020iApproximate average salary by contribution assumption: employee only about $100,510 at 4% or $67,007 at 6%; with 50% employer match about $67,007 at 4% or $44,671 at 6%; with 100% employer match about $50,255 at 4% or $33,503 at 6%.
200813$287,626$12,283$4,094iApproximate average salary by contribution assumption: employee only about $102,358 at 4% or $68,239 at 6%; with 50% employer match about $68,239 at 4% or $45,493 at 6%; with 100% employer match about $51,179 at 4% or $34,119 at 6%.
Fishman Financial Group 401K Profit Sharing Plan & Trust-3$287,626$12,283$4,094iApproximate average salary by contribution assumption: employee only about $102,358 at 4% or $68,239 at 6%; with 50% employer match about $68,239 at 4% or $45,493 at 6%; with 100% employer match about $51,179 at 4% or $34,119 at 6%.
200713$0$0-
Fishman Financial Group 401K Profit Sharing Plan & Trust-3---
200614$490,153$50,985$12,746iApproximate average salary by contribution assumption: employee only about $318,656 at 4% or $212,438 at 6%; with 50% employer match about $212,438 at 4% or $141,625 at 6%; with 100% employer match about $159,328 at 4% or $106,219 at 6%.
Fishman Financial Group 401K Profit Sharing Plan & Trust-4$490,153$50,985$12,746iApproximate average salary by contribution assumption: employee only about $318,656 at 4% or $212,438 at 6%; with 50% employer match about $212,438 at 4% or $141,625 at 6%; with 100% employer match about $159,328 at 4% or $106,219 at 6%.
200515$390,500$89,245$17,849iApproximate average salary by contribution assumption: employee only about $446,225 at 4% or $297,483 at 6%; with 50% employer match about $297,483 at 4% or $198,322 at 6%; with 100% employer match about $223,113 at 4% or $148,742 at 6%.
Fishman Financial Group 401K Profit Sharing Plan & Trust-5$390,500$89,245$17,849iApproximate average salary by contribution assumption: employee only about $446,225 at 4% or $297,483 at 6%; with 50% employer match about $297,483 at 4% or $198,322 at 6%; with 100% employer match about $223,113 at 4% or $148,742 at 6%.
200415$283,247$88,614$17,723iApproximate average salary by contribution assumption: employee only about $443,070 at 4% or $295,380 at 6%; with 50% employer match about $295,380 at 4% or $196,920 at 6%; with 100% employer match about $221,535 at 4% or $147,690 at 6%.
Fishman Financial Group 401K Profit Sharing Plan & Trust-5$283,247$88,614$17,723iApproximate average salary by contribution assumption: employee only about $443,070 at 4% or $295,380 at 6%; with 50% employer match about $295,380 at 4% or $196,920 at 6%; with 100% employer match about $221,535 at 4% or $147,690 at 6%.
200314$172,445$91,725$22,931iApproximate average salary by contribution assumption: employee only about $573,281 at 4% or $382,188 at 6%; with 50% employer match about $382,188 at 4% or $254,792 at 6%; with 100% employer match about $286,641 at 4% or $191,094 at 6%.
Fishman Financial Group 401K Profit Sharing Plan & Trust-4$172,445$91,725$22,931iApproximate average salary by contribution assumption: employee only about $573,281 at 4% or $382,188 at 6%; with 50% employer match about $382,188 at 4% or $254,792 at 6%; with 100% employer match about $286,641 at 4% or $191,094 at 6%.
200215$59,800$36,141$7,228iApproximate average salary by contribution assumption: employee only about $180,705 at 4% or $120,470 at 6%; with 50% employer match about $120,470 at 4% or $80,313 at 6%; with 100% employer match about $90,353 at 4% or $60,235 at 6%.
Fishman Financial Group 401K Profit Sharing Plan & Trust-5$59,800$36,141$7,228iApproximate average salary by contribution assumption: employee only about $180,705 at 4% or $120,470 at 6%; with 50% employer match about $120,470 at 4% or $80,313 at 6%; with 100% employer match about $90,353 at 4% or $60,235 at 6%.
200012$15,553$18,089$9,045iApproximate average salary by contribution assumption: employee only about $226,113 at 4% or $150,742 at 6%; with 50% employer match about $150,742 at 4% or $100,494 at 6%; with 100% employer match about $113,056 at 4% or $75,371 at 6%.
Fishman Financial Group 401K Profit Sharing Plan & Trust-2$15,553$18,089$9,045iApproximate average salary by contribution assumption: employee only about $226,113 at 4% or $150,742 at 6%; with 50% employer match about $150,742 at 4% or $100,494 at 6%; with 100% employer match about $113,056 at 4% or $75,371 at 6%.