Financial Res. Mgmt.
Plan context: Financial Resources Management Inc. Defined Benefit Plan
EIN 95-3560530 • Missoula, MT • 18 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$1,264,085
2025 Contributions
$312,878
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $1,264,085 | $0 | - |
| Financial Resources Management Inc. Defined Benefit Plan | - | 2 | $1,264,085 | - | - |
| 2024 | 1 | 2 | $1,183,091 | $0 | - |
| Financial Resources Management Inc. Defined Benefit Plan | - | 2 | $1,183,091 | - | - |
| 2023 | 1 | 1 | $1,061,650 | $0 | - |
| Financial Resources Management Inc. Defined Benefit Plan | - | 1 | $1,061,650 | - | - |
| 2022 | 1 | 1 | $1,026,313 | $312,878 | $312,878iApproximate average salary by contribution assumption: employee only about $7,821,950 at 4% or $5,214,633 at 6%; with 50% employer match about $5,214,633 at 4% or $3,476,422 at 6%; with 100% employer match about $3,910,975 at 4% or $2,607,317 at 6%. |
| Financial Resources Management Inc. Defined Benefit Plan | - | 1 | $1,026,313 | $312,878 | $312,878iApproximate average salary by contribution assumption: employee only about $7,821,950 at 4% or $5,214,633 at 6%; with 50% employer match about $5,214,633 at 4% or $3,476,422 at 6%; with 100% employer match about $3,910,975 at 4% or $2,607,317 at 6%. |
| 2021 | 1 | 2 | $2,366,315 | $0 | - |
| Financial Resources Management Inc. Defined Benefit Plan | - | 2 | $2,366,315 | - | - |
| 2020 | 1 | 2 | $2,030,375 | $0 | - |
| Financial Resources Management Inc. Defined Benefit Plan | - | 2 | $2,030,375 | - | - |
| 2019 | 1 | 2 | $2,015,170 | $410 | $205iApproximate average salary by contribution assumption: employee only about $5,125 at 4% or $3,417 at 6%; with 50% employer match about $3,417 at 4% or $2,278 at 6%; with 100% employer match about $2,563 at 4% or $1,708 at 6%. |
| Financial Resources Management Inc. Defined Benefit Plan | - | 2 | $2,015,170 | $410 | $205iApproximate average salary by contribution assumption: employee only about $5,125 at 4% or $3,417 at 6%; with 50% employer match about $3,417 at 4% or $2,278 at 6%; with 100% employer match about $2,563 at 4% or $1,708 at 6%. |
| 2018 | 1 | 2 | $1,924,256 | $410 | $205iApproximate average salary by contribution assumption: employee only about $5,125 at 4% or $3,417 at 6%; with 50% employer match about $3,417 at 4% or $2,278 at 6%; with 100% employer match about $2,563 at 4% or $1,708 at 6%. |
| Financial Resources Management Inc. Defined Benefit Plan | - | 2 | $1,924,256 | $410 | $205iApproximate average salary by contribution assumption: employee only about $5,125 at 4% or $3,417 at 6%; with 50% employer match about $3,417 at 4% or $2,278 at 6%; with 100% employer match about $2,563 at 4% or $1,708 at 6%. |
| 2017 | 1 | 2 | $2,188,693 | $11,093 | $5,547iApproximate average salary by contribution assumption: employee only about $138,663 at 4% or $92,442 at 6%; with 50% employer match about $92,442 at 4% or $61,628 at 6%; with 100% employer match about $69,331 at 4% or $46,221 at 6%. |
| Financial Resources Management Inc. Defined Benefit Plan | - | 2 | $2,188,693 | $11,093 | $5,547iApproximate average salary by contribution assumption: employee only about $138,663 at 4% or $92,442 at 6%; with 50% employer match about $92,442 at 4% or $61,628 at 6%; with 100% employer match about $69,331 at 4% or $46,221 at 6%. |
| 2016 | 1 | 2 | $2,070,180 | $11,105 | $5,553iApproximate average salary by contribution assumption: employee only about $138,813 at 4% or $92,542 at 6%; with 50% employer match about $92,542 at 4% or $61,694 at 6%; with 100% employer match about $69,406 at 4% or $46,271 at 6%. |
| Financial Resources Management Inc. Defined Benefit Plan | - | 2 | $2,070,180 | $11,105 | $5,553iApproximate average salary by contribution assumption: employee only about $138,813 at 4% or $92,542 at 6%; with 50% employer match about $92,542 at 4% or $61,694 at 6%; with 100% employer match about $69,406 at 4% or $46,271 at 6%. |
| 2015 | 1 | 2 | $2,005,998 | $11,067 | $5,534iApproximate average salary by contribution assumption: employee only about $138,338 at 4% or $92,225 at 6%; with 50% employer match about $92,225 at 4% or $61,483 at 6%; with 100% employer match about $69,169 at 4% or $46,113 at 6%. |
| Financial Resources Management Inc. Defined Benefit Plan | - | 2 | $2,005,998 | $11,067 | $5,534iApproximate average salary by contribution assumption: employee only about $138,338 at 4% or $92,225 at 6%; with 50% employer match about $92,225 at 4% or $61,483 at 6%; with 100% employer match about $69,169 at 4% or $46,113 at 6%. |
| 2014 | 1 | 2 | $2,049,174 | $11,093 | $5,547iApproximate average salary by contribution assumption: employee only about $138,663 at 4% or $92,442 at 6%; with 50% employer match about $92,442 at 4% or $61,628 at 6%; with 100% employer match about $69,331 at 4% or $46,221 at 6%. |
| Financial Resources Management Inc. Defined Benefit Plan | - | 2 | $2,049,174 | $11,093 | $5,547iApproximate average salary by contribution assumption: employee only about $138,663 at 4% or $92,442 at 6%; with 50% employer match about $92,442 at 4% or $61,628 at 6%; with 100% employer match about $69,331 at 4% or $46,221 at 6%. |
| 2013 | 1 | 2 | $1,938,308 | $11,051 | $5,526iApproximate average salary by contribution assumption: employee only about $138,138 at 4% or $92,092 at 6%; with 50% employer match about $92,092 at 4% or $61,394 at 6%; with 100% employer match about $69,069 at 4% or $46,046 at 6%. |
| Financial Resources Management Inc. Defined Benefit Plan | - | 2 | $1,938,308 | $11,051 | $5,526iApproximate average salary by contribution assumption: employee only about $138,138 at 4% or $92,092 at 6%; with 50% employer match about $92,092 at 4% or $61,394 at 6%; with 100% employer match about $69,069 at 4% or $46,046 at 6%. |
| 2012 | 2 | 2 | $2,019,714 | $1,953,128 | $976,564iApproximate average salary by contribution assumption: employee only about $24,414,100 at 4% or $16,276,067 at 6%; with 50% employer match about $16,276,067 at 4% or $10,850,711 at 6%; with 100% employer match about $12,207,050 at 4% or $8,138,033 at 6%. |
| Financial Resources Management Inc. Defined Benefit Plan | - | 2 | $2,019,714 | $1,953,128 | $976,564iApproximate average salary by contribution assumption: employee only about $24,414,100 at 4% or $16,276,067 at 6%; with 50% employer match about $16,276,067 at 4% or $10,850,711 at 6%; with 100% employer match about $12,207,050 at 4% or $8,138,033 at 6%. |
| Financial Resources Management Inc. Defined Benefit Plan | - | 0 | $0 | $0 | - |
| 2011 | 1 | 4 | $1,996,605 | $0 | - |
| Financial Resources Management Inc. Defined Benefit Plan | - | 4 | $1,996,605 | $0 | - |
| 2010 | 1 | 2 | $2,011,805 | $8,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| Financial Resources Management Inc. Defined Benefit Plan | - | 2 | $2,011,805 | $8,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| 2009 | 1 | 2 | $1,778,280 | $72,300 | $36,150iApproximate average salary by contribution assumption: employee only about $903,750 at 4% or $602,500 at 6%; with 50% employer match about $602,500 at 4% or $401,667 at 6%; with 100% employer match about $451,875 at 4% or $301,250 at 6%. |
| Financial Resources Management Inc. Defined Benefit Plan | - | 2 | $1,778,280 | $72,300 | $36,150iApproximate average salary by contribution assumption: employee only about $903,750 at 4% or $602,500 at 6%; with 50% employer match about $602,500 at 4% or $401,667 at 6%; with 100% employer match about $451,875 at 4% or $301,250 at 6%. |