Fundamental Software, Inc.
Plan context: Fundamental Software Inc. 401K Savings Plan
EIN 94-3180022 • Arbuckle, CA • 24 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$3,092,048
2024 Contributions
$45,216
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 | 1 | 5 | $3,092,048 | $45,216 | $9,043iApproximate average salary by contribution assumption: employee only about $226,080 at 4% or $150,720 at 6%; with 50% employer match about $150,720 at 4% or $100,480 at 6%; with 100% employer match about $113,040 at 4% or $75,360 at 6%. |
| Fundamental Software Inc. 401K Savings Plan | - | 5 | $3,092,048 | $45,216 | $9,043iApproximate average salary by contribution assumption: employee only about $226,080 at 4% or $150,720 at 6%; with 50% employer match about $150,720 at 4% or $100,480 at 6%; with 100% employer match about $113,040 at 4% or $75,360 at 6%. |
| 2023 | 1 | 5 | $2,696,530 | $45,216 | $9,043iApproximate average salary by contribution assumption: employee only about $226,080 at 4% or $150,720 at 6%; with 50% employer match about $150,720 at 4% or $100,480 at 6%; with 100% employer match about $113,040 at 4% or $75,360 at 6%. |
| Fundamental Software Inc. 401K Savings Plan | - | 5 | $2,696,530 | $45,216 | $9,043iApproximate average salary by contribution assumption: employee only about $226,080 at 4% or $150,720 at 6%; with 50% employer match about $150,720 at 4% or $100,480 at 6%; with 100% employer match about $113,040 at 4% or $75,360 at 6%. |
| 2022 | 1 | 6 | $2,277,969 | $46,016 | $7,669iApproximate average salary by contribution assumption: employee only about $191,733 at 4% or $127,822 at 6%; with 50% employer match about $127,822 at 4% or $85,215 at 6%; with 100% employer match about $95,867 at 4% or $63,911 at 6%. |
| Fundamental Software Inc. 401K Savings Plan | - | 6 | $2,277,969 | $46,016 | $7,669iApproximate average salary by contribution assumption: employee only about $191,733 at 4% or $127,822 at 6%; with 50% employer match about $127,822 at 4% or $85,215 at 6%; with 100% employer match about $95,867 at 4% or $63,911 at 6%. |
| 2021 | 1 | 6 | $2,599,847 | $45,466 | $7,578iApproximate average salary by contribution assumption: employee only about $189,442 at 4% or $126,294 at 6%; with 50% employer match about $126,294 at 4% or $84,196 at 6%; with 100% employer match about $94,721 at 4% or $63,147 at 6%. |
| Fundamental Software Inc. 401K Savings Plan | - | 6 | $2,599,847 | $45,466 | $7,578iApproximate average salary by contribution assumption: employee only about $189,442 at 4% or $126,294 at 6%; with 50% employer match about $126,294 at 4% or $84,196 at 6%; with 100% employer match about $94,721 at 4% or $63,147 at 6%. |
| 2020 | 1 | 5 | $2,199,209 | $44,292 | $8,858iApproximate average salary by contribution assumption: employee only about $221,460 at 4% or $147,640 at 6%; with 50% employer match about $147,640 at 4% or $98,427 at 6%; with 100% employer match about $110,730 at 4% or $73,820 at 6%. |
| Fundamental Software Inc. 401K Savings Plan | - | 5 | $2,199,209 | $44,292 | $8,858iApproximate average salary by contribution assumption: employee only about $221,460 at 4% or $147,640 at 6%; with 50% employer match about $147,640 at 4% or $98,427 at 6%; with 100% employer match about $110,730 at 4% or $73,820 at 6%. |
| 2019 | 1 | 5 | $1,942,051 | $48,964 | $9,793iApproximate average salary by contribution assumption: employee only about $244,820 at 4% or $163,213 at 6%; with 50% employer match about $163,213 at 4% or $108,809 at 6%; with 100% employer match about $122,410 at 4% or $81,607 at 6%. |
| Fundamental Software Inc. 401K Savings Plan | - | 5 | $1,942,051 | $48,964 | $9,793iApproximate average salary by contribution assumption: employee only about $244,820 at 4% or $163,213 at 6%; with 50% employer match about $163,213 at 4% or $108,809 at 6%; with 100% employer match about $122,410 at 4% or $81,607 at 6%. |
| 2018 | 1 | 5 | $1,558,158 | $45,216 | $9,043iApproximate average salary by contribution assumption: employee only about $226,080 at 4% or $150,720 at 6%; with 50% employer match about $150,720 at 4% or $100,480 at 6%; with 100% employer match about $113,040 at 4% or $75,360 at 6%. |
| Fundamental Software Inc. 401K Savings Plan | - | 5 | $1,558,158 | $45,216 | $9,043iApproximate average salary by contribution assumption: employee only about $226,080 at 4% or $150,720 at 6%; with 50% employer match about $150,720 at 4% or $100,480 at 6%; with 100% employer match about $113,040 at 4% or $75,360 at 6%. |
| 2017 | 1 | 5 | $1,652,189 | $46,171 | $9,234iApproximate average salary by contribution assumption: employee only about $230,855 at 4% or $153,903 at 6%; with 50% employer match about $153,903 at 4% or $102,602 at 6%; with 100% employer match about $115,428 at 4% or $76,952 at 6%. |
| Fundamental Software Inc. 401K Savings Plan | - | 5 | $1,652,189 | $46,171 | $9,234iApproximate average salary by contribution assumption: employee only about $230,855 at 4% or $153,903 at 6%; with 50% employer match about $153,903 at 4% or $102,602 at 6%; with 100% employer match about $115,428 at 4% or $76,952 at 6%. |
| 2016 | 1 | 5 | $1,406,611 | $44,796 | $8,959iApproximate average salary by contribution assumption: employee only about $223,980 at 4% or $149,320 at 6%; with 50% employer match about $149,320 at 4% or $99,547 at 6%; with 100% employer match about $111,990 at 4% or $74,660 at 6%. |
| Fundamental Software Inc. 401K Savings Plan | - | 5 | $1,406,611 | $44,796 | $8,959iApproximate average salary by contribution assumption: employee only about $223,980 at 4% or $149,320 at 6%; with 50% employer match about $149,320 at 4% or $99,547 at 6%; with 100% employer match about $111,990 at 4% or $74,660 at 6%. |
| 2015 | 1 | 5 | $1,210,348 | $45,240 | $9,048iApproximate average salary by contribution assumption: employee only about $226,200 at 4% or $150,800 at 6%; with 50% employer match about $150,800 at 4% or $100,533 at 6%; with 100% employer match about $113,100 at 4% or $75,400 at 6%. |
| Fundamental Software Inc. 401K Savings Plan | - | 5 | $1,210,348 | $45,240 | $9,048iApproximate average salary by contribution assumption: employee only about $226,200 at 4% or $150,800 at 6%; with 50% employer match about $150,800 at 4% or $100,533 at 6%; with 100% employer match about $113,100 at 4% or $75,400 at 6%. |
| 2014 | 1 | 5 | $1,188,560 | $48,760 | $9,752iApproximate average salary by contribution assumption: employee only about $243,800 at 4% or $162,533 at 6%; with 50% employer match about $162,533 at 4% or $108,356 at 6%; with 100% employer match about $121,900 at 4% or $81,267 at 6%. |
| Fundamental Software Inc. 401K Savings Plan | - | 5 | $1,188,560 | $48,760 | $9,752iApproximate average salary by contribution assumption: employee only about $243,800 at 4% or $162,533 at 6%; with 50% employer match about $162,533 at 4% or $108,356 at 6%; with 100% employer match about $121,900 at 4% or $81,267 at 6%. |
| 2013 | 1 | 5 | $1,062,933 | $39,580 | $7,916iApproximate average salary by contribution assumption: employee only about $197,900 at 4% or $131,933 at 6%; with 50% employer match about $131,933 at 4% or $87,956 at 6%; with 100% employer match about $98,950 at 4% or $65,967 at 6%. |
| Fundamental Software Inc. 401K Savings Plan | - | 5 | $1,062,933 | $39,580 | $7,916iApproximate average salary by contribution assumption: employee only about $197,900 at 4% or $131,933 at 6%; with 50% employer match about $131,933 at 4% or $87,956 at 6%; with 100% employer match about $98,950 at 4% or $65,967 at 6%. |
| 2012 | 1 | 5 | $867,379 | $38,420 | $7,684iApproximate average salary by contribution assumption: employee only about $192,100 at 4% or $128,067 at 6%; with 50% employer match about $128,067 at 4% or $85,378 at 6%; with 100% employer match about $96,050 at 4% or $64,033 at 6%. |
| Fundamental Software Inc. 401K Savings Plan | - | 5 | $867,379 | $38,420 | $7,684iApproximate average salary by contribution assumption: employee only about $192,100 at 4% or $128,067 at 6%; with 50% employer match about $128,067 at 4% or $85,378 at 6%; with 100% employer match about $96,050 at 4% or $64,033 at 6%. |
| 2011 | 1 | 6 | $742,435 | $90,939 | $15,157iApproximate average salary by contribution assumption: employee only about $378,913 at 4% or $252,608 at 6%; with 50% employer match about $252,608 at 4% or $168,406 at 6%; with 100% employer match about $189,456 at 4% or $126,304 at 6%. |
| Fundamental Software Inc. 401K Savings Plan | - | 6 | $742,435 | $90,939 | $15,157iApproximate average salary by contribution assumption: employee only about $378,913 at 4% or $252,608 at 6%; with 50% employer match about $252,608 at 4% or $168,406 at 6%; with 100% employer match about $189,456 at 4% or $126,304 at 6%. |
| 2010 | 1 | 11 | $1,227,118 | $129,868 | $11,806iApproximate average salary by contribution assumption: employee only about $295,155 at 4% or $196,770 at 6%; with 50% employer match about $196,770 at 4% or $131,180 at 6%; with 100% employer match about $147,577 at 4% or $98,385 at 6%. |
| Fundamental Software Inc. 401K Savings Plan | - | 11 | $1,227,118 | $129,868 | $11,806iApproximate average salary by contribution assumption: employee only about $295,155 at 4% or $196,770 at 6%; with 50% employer match about $196,770 at 4% or $131,180 at 6%; with 100% employer match about $147,577 at 4% or $98,385 at 6%. |
| 2009 | 1 | 11 | $985,042 | $151,061 | $13,733iApproximate average salary by contribution assumption: employee only about $343,320 at 4% or $228,880 at 6%; with 50% employer match about $228,880 at 4% or $152,587 at 6%; with 100% employer match about $171,660 at 4% or $114,440 at 6%. |
| Fundamental Software Inc. 401K Savings Plan | - | 11 | $985,042 | $151,061 | $13,733iApproximate average salary by contribution assumption: employee only about $343,320 at 4% or $228,880 at 6%; with 50% employer match about $228,880 at 4% or $152,587 at 6%; with 100% employer match about $171,660 at 4% or $114,440 at 6%. |
| 2008 | 1 | 11 | $621,598 | $151,719 | $13,793iApproximate average salary by contribution assumption: employee only about $344,816 at 4% or $229,877 at 6%; with 50% employer match about $229,877 at 4% or $153,252 at 6%; with 100% employer match about $172,408 at 4% or $114,939 at 6%. |
| Fundamental Software Inc. 401K Savings Plan | - | 11 | $621,598 | $151,719 | $13,793iApproximate average salary by contribution assumption: employee only about $344,816 at 4% or $229,877 at 6%; with 50% employer match about $229,877 at 4% or $153,252 at 6%; with 100% employer match about $172,408 at 4% or $114,939 at 6%. |
| 2007 | 1 | 16 | $0 | $0 | - |
| Fundamental Software Inc. 401K Savings Plan | - | 16 | - | - | - |
| 2006 | 1 | 16 | $843,940 | $132,073 | $8,255iApproximate average salary by contribution assumption: employee only about $206,364 at 4% or $137,576 at 6%; with 50% employer match about $137,576 at 4% or $91,717 at 6%; with 100% employer match about $103,182 at 4% or $68,788 at 6%. |
| Fundamental Software Inc. 401K Savings Plan | - | 16 | $843,940 | $132,073 | $8,255iApproximate average salary by contribution assumption: employee only about $206,364 at 4% or $137,576 at 6%; with 50% employer match about $137,576 at 4% or $91,717 at 6%; with 100% employer match about $103,182 at 4% or $68,788 at 6%. |
| 2005 | 1 | 16 | $630,450 | $128,168 | $8,011iApproximate average salary by contribution assumption: employee only about $200,263 at 4% or $133,508 at 6%; with 50% employer match about $133,508 at 4% or $89,006 at 6%; with 100% employer match about $100,131 at 4% or $66,754 at 6%. |
| Fundamental Software Inc. 401K Savings Plan | - | 16 | $630,450 | $128,168 | $8,011iApproximate average salary by contribution assumption: employee only about $200,263 at 4% or $133,508 at 6%; with 50% employer match about $133,508 at 4% or $89,006 at 6%; with 100% employer match about $100,131 at 4% or $66,754 at 6%. |
| 2004 | 1 | 17 | $497,267 | $125,240 | $7,367iApproximate average salary by contribution assumption: employee only about $184,176 at 4% or $122,784 at 6%; with 50% employer match about $122,784 at 4% or $81,856 at 6%; with 100% employer match about $92,088 at 4% or $61,392 at 6%. |
| Fundamental Software Inc. 401K Savings Plan | - | 17 | $497,267 | $125,240 | $7,367iApproximate average salary by contribution assumption: employee only about $184,176 at 4% or $122,784 at 6%; with 50% employer match about $122,784 at 4% or $81,856 at 6%; with 100% employer match about $92,088 at 4% or $61,392 at 6%. |
| 2003 | 1 | 17 | $332,016 | $121,430 | $7,143iApproximate average salary by contribution assumption: employee only about $178,574 at 4% or $119,049 at 6%; with 50% employer match about $119,049 at 4% or $79,366 at 6%; with 100% employer match about $89,287 at 4% or $59,525 at 6%. |
| Fundamental Software Inc. 401K Savings Plan | - | 17 | $332,016 | $121,430 | $7,143iApproximate average salary by contribution assumption: employee only about $178,574 at 4% or $119,049 at 6%; with 50% employer match about $119,049 at 4% or $79,366 at 6%; with 100% employer match about $89,287 at 4% or $59,525 at 6%. |
| 2002 | 1 | 14 | $173,038 | $129,733 | $9,267iApproximate average salary by contribution assumption: employee only about $231,666 at 4% or $154,444 at 6%; with 50% employer match about $154,444 at 4% or $102,963 at 6%; with 100% employer match about $115,833 at 4% or $77,222 at 6%. |
| Fundamental Software Inc. 401K Savings Plan | - | 14 | $173,038 | $129,733 | $9,267iApproximate average salary by contribution assumption: employee only about $231,666 at 4% or $154,444 at 6%; with 50% employer match about $154,444 at 4% or $102,963 at 6%; with 100% employer match about $115,833 at 4% or $77,222 at 6%. |
| 2001 | 1 | 14 | $0 | $0 | - |
| Fundamental Software Inc. 401K Savings Plan | - | 14 | - | - | - |