Fundco Invstments Inc.
Plan context: FUNDCO INVESTMENTS INC CASH BALANCE PENSION PLAN
EIN 95-2621030 • Irvine, CA • 8 filings • 3 plans
Current Snapshot
Latest Year
2022
2022 Participants
2
2022 Assets
$500,000
2022 Contributions
$500,000
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 2 | $500,000 | $500,000 | $250,000iApproximate average salary by contribution assumption: employee only about $6,250,000 at 4% or $4,166,667 at 6%; with 50% employer match about $4,166,667 at 4% or $2,777,778 at 6%; with 100% employer match about $3,125,000 at 4% or $2,083,333 at 6%. |
| FUNDCO INVESTMENTS INC CASH BALANCE PENSION PLAN | - | 2 | $500,000 | $500,000 | $250,000iApproximate average salary by contribution assumption: employee only about $6,250,000 at 4% or $4,166,667 at 6%; with 50% employer match about $4,166,667 at 4% or $2,777,778 at 6%; with 100% employer match about $3,125,000 at 4% or $2,083,333 at 6%. |
| 2011 | 1 | 1 | $127,688 | $0 | - |
| Fundco Investments Inc. 401K Plan | - | 1 | $127,688 | $0 | - |
| 2010 | 1 | 2 | $290,275 | $0 | - |
| Fundco Investments Inc. 401K Plan | - | 2 | $290,275 | $0 | - |
| 2009 | 1 | 2 | $289,500 | $0 | - |
| Fundco Investments Inc. 401K Plan | - | 2 | $289,500 | $0 | - |
| 2008 | 1 | 2 | $241,852 | $73,214 | $36,607iApproximate average salary by contribution assumption: employee only about $915,175 at 4% or $610,117 at 6%; with 50% employer match about $610,117 at 4% or $406,744 at 6%; with 100% employer match about $457,588 at 4% or $305,058 at 6%. |
| Fundco Investments Inc. 401K Plan | - | 2 | $241,852 | $73,214 | $36,607iApproximate average salary by contribution assumption: employee only about $915,175 at 4% or $610,117 at 6%; with 50% employer match about $610,117 at 4% or $406,744 at 6%; with 100% employer match about $457,588 at 4% or $305,058 at 6%. |
| 2007 | 1 | 2 | $257,644 | $129,227 | $64,614iApproximate average salary by contribution assumption: employee only about $1,615,338 at 4% or $1,076,892 at 6%; with 50% employer match about $1,076,892 at 4% or $717,928 at 6%; with 100% employer match about $807,669 at 4% or $538,446 at 6%. |
| Fundco Investments Inc. 401K Plan | - | 2 | $257,644 | $129,227 | $64,614iApproximate average salary by contribution assumption: employee only about $1,615,338 at 4% or $1,076,892 at 6%; with 50% employer match about $1,076,892 at 4% or $717,928 at 6%; with 100% employer match about $807,669 at 4% or $538,446 at 6%. |
| 2006 | 1 | 2 | $0 | $0 | - |
| Fundco Investments Inc. 401K Plan | - | 2 | - | - | - |
| 2005 | 1 | 2 | $51,615 | $51,615 | $25,808iApproximate average salary by contribution assumption: employee only about $645,188 at 4% or $430,125 at 6%; with 50% employer match about $430,125 at 4% or $286,750 at 6%; with 100% employer match about $322,594 at 4% or $215,063 at 6%. |
| Fundco Investments Inc. 401K Plan | - | 2 | $51,615 | $51,615 | $25,808iApproximate average salary by contribution assumption: employee only about $645,188 at 4% or $430,125 at 6%; with 50% employer match about $430,125 at 4% or $286,750 at 6%; with 100% employer match about $322,594 at 4% or $215,063 at 6%. |