Civic Intelligence

FINANCIAL RESOURCES GROUP PROFIT SHARING PLAN

Plan context: Financial Resources Group Profit Sharing Plan

EIN 94-2534979 • San Francisco, CA • 47 filings • 9 plans

750 Bay St Apt 3San Francisco, CA 94109-1306
Current Snapshot

Latest Year

2023

2023 Participants

1

2023 Assets

$1,437,450

2023 Contributions

$1

Historical Graphs

Total Assets Over Time

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

$2,686,414$1,343,207$0199920142023YearValue
$1,437,450Latest year 2023

Participants Over Time

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

210199920122023YearValue
1Latest year 2023

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
202311$1,437,450$1$1iApproximate average salary by contribution assumption: employee only about $25 at 4% or $17 at 6%; with 50% employer match about $17 at 4% or $11 at 6%; with 100% employer match about $13 at 4% or $8 at 6%.
Financial Resources Group Profit Sharing Plan-1$1,437,450$1$1iApproximate average salary by contribution assumption: employee only about $25 at 4% or $17 at 6%; with 50% employer match about $17 at 4% or $11 at 6%; with 100% employer match about $13 at 4% or $8 at 6%.
202221$2,384,433$0-
Financial Resources Group Profit Sharing Plan-1$1,433,649--
Fimancial Resources Group Defined Benefit Money Purchase Pension Plan-1$950,784--
202122$2,575,318$0-
Financial Resources Group Profit Sharing Plan-2$1,571,963--
Fimancial Resources Group Defined Benefit Money Purchase Pension Plan-1$1,003,355--
202021$2,686,414$0-
Financial Resources Group Profit Sharing Plan-1$1,736,463--
Fimancial Resources Group Defined Benefit Money Purchase Pension Plan-1$949,951--
201921$2,560,195$0-
Financial Resources Group Profit Sharing Plan-1$1,710,354--
Fimancial Resources Group Defined Benefit Money Purchase Pension Plan-1$849,841--
201821$2,494,445$0-
Financial Resources Group Profit Sharing Plan-1$1,725,477--
Fimancial Resources Group Defined Benefit Money Purchase Pension Plan-1$768,968--
201721$2,490,604$0-
Financial Resources Group Profit Sharing Plan-1$1,771,641--
Fimancial Resources Group Defined Benefit Money Purchase Pension Plan-1$718,963--
201622$2,348,155$0-
Financial Resources Group Profit Sharing Plan-2$1,589,035--
Fimancial Resources Group Defined Benefit Money Purchase Pension Plan-2$759,120--
201522$2,162,209$0-
Financial Resources Group Profit Sharing Plan-2$1,475,039$0-
Fimancial Resources Group Defined Benefit Money Purchase Pension Plan-2$687,170$0-
201422$2,121,418$0-
Financial Resources Group Profit Sharing Plan-2$1,354,583--
Fimancial Resources Group Defined Benefit Money Purchase Pension Plan-2$766,835$0-
201322$1,930,055$0-
Financial Resources Group Profit Sharing Plan-2$1,212,555--
Fimancial Resources Group Defined Benefit Money Purchase Pension Plan-2$717,500--
201212$705,486$0-
Fimancial Resources Group Defined Benefit Money Purchase Pension Plan-2$705,486--
201022$1,840,985$0-
Financial Resources Group Profit Sharing Plan-2$1,065,377--
Fimancial Resources Group Defined Benefit Money Purchase Pension Plan-2$775,608--
200922$2,017,013$0-
Financial Resources Group Profit Sharing Plan-2$1,084,042--
Fimancial Resources Group Defined Benefit Money Purchase Pension Plan-1$932,971--
200812$0$0-
Financial Resources Group Profit Sharing Plan-2---
200732$0$0-
Financial Resources Group Profit Sharing Plan-2---
Fimancial Resources Group Defined Benefit Money Purchase Pension Plan-2---
Fimancial Resources Group Defined Benefit Money Purchase Pension Plan-2---
200622$2,003,229$58,750$29,375iApproximate average salary by contribution assumption: employee only about $734,375 at 4% or $489,583 at 6%; with 50% employer match about $489,583 at 4% or $326,389 at 6%; with 100% employer match about $367,188 at 4% or $244,792 at 6%.
Financial Resources Group Profit Sharing Plan-2$1,006,425$41,250$20,625iApproximate average salary by contribution assumption: employee only about $515,625 at 4% or $343,750 at 6%; with 50% employer match about $343,750 at 4% or $229,167 at 6%; with 100% employer match about $257,813 at 4% or $171,875 at 6%.
Fimancial Resources Group Defined Benefit Money Purchase Pension Plan-2$996,804$17,500$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
200522$1,736,757$80,850$40,425iApproximate average salary by contribution assumption: employee only about $1,010,625 at 4% or $673,750 at 6%; with 50% employer match about $673,750 at 4% or $449,167 at 6%; with 100% employer match about $505,313 at 4% or $336,875 at 6%.
Financial Resources Group Profit Sharing Plan-2$887,694$57,750$28,875iApproximate average salary by contribution assumption: employee only about $721,875 at 4% or $481,250 at 6%; with 50% employer match about $481,250 at 4% or $320,833 at 6%; with 100% employer match about $360,938 at 4% or $240,625 at 6%.
Fimancial Resources Group Defined Benefit Money Purchase Pension Plan-2$849,063$23,100$11,550iApproximate average salary by contribution assumption: employee only about $288,750 at 4% or $192,500 at 6%; with 50% employer match about $192,500 at 4% or $128,333 at 6%; with 100% employer match about $144,375 at 4% or $96,250 at 6%.
200422$819,782$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Fimancial Resources Group Defined Benefit Money Purchase Pension Plan-2$819,782$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Financial Resources Group Profit Sharing Plan-2---
200322$0$0-
Fimancial Resources Group Defined Benefit Money Purchase Pension Plan-2---
Financial Resources Group Profit Sharing Plan-2---
200222$754,906$0-
Financial Resources Group Profit Sharing Plan-2$754,906--
Fimancial Resources Group Defined Benefit Money Purchase Pension Plan-2---
200132$0$0-
Fimancial Resources Group Defined Benefit Money Purchase Pension Plan-2---
Fimancial Resources Group Defined Benefit Money Purchase Pension Plan-2---
Financial Resources Group Profit Sharing Plan-2---
200022$0$0-
Financial Resources Group Profit Sharing Plan-2---
Fimancial Resources Group Defined Benefit Money Purchase Pension Plan-2---
199922$2,120,916$190,575$95,288iApproximate average salary by contribution assumption: employee only about $2,382,188 at 4% or $1,588,125 at 6%; with 50% employer match about $1,588,125 at 4% or $1,058,750 at 6%; with 100% employer match about $1,191,094 at 4% or $794,063 at 6%.
Financial Resources Group Profit Sharing Plan-2$1,388,026$114,375$57,188iApproximate average salary by contribution assumption: employee only about $1,429,688 at 4% or $953,125 at 6%; with 50% employer match about $953,125 at 4% or $635,417 at 6%; with 100% employer match about $714,844 at 4% or $476,563 at 6%.
Fimancial Resources Group Defined Benefit Money Purchase Pension Plan-2$732,890$76,200$38,100iApproximate average salary by contribution assumption: employee only about $952,500 at 4% or $635,000 at 6%; with 50% employer match about $635,000 at 4% or $423,333 at 6%; with 100% employer match about $476,250 at 4% or $317,500 at 6%.