Fundamentals Financial Company
Plan context: Fundamentals Financial Company Money Purchase Pension Plan
EIN 95-4600291 • 21 filings • 1 plans
Current Snapshot
Latest Year
2020
2020 Participants
2
2020 Assets
$4,309,373
2020 Contributions
$17,186
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 2 | $0 | $0 | - |
| Fundamentals Financial Company Money Purchase Pension Plan | - | 2 | - | - | - |
| 2019 | 1 | 2 | $4,309,373 | $0 | - |
| Fundamentals Financial Company Money Purchase Pension Plan | - | 2 | $4,309,373 | - | - |
| 2018 | 1 | 2 | $4,463,018 | $0 | - |
| Fundamentals Financial Company Money Purchase Pension Plan | - | 2 | $4,463,018 | - | - |
| 2017 | 1 | 2 | $4,627,888 | $0 | - |
| Fundamentals Financial Company Money Purchase Pension Plan | - | 2 | $4,627,888 | - | - |
| 2016 | 1 | 2 | $4,839,495 | $0 | - |
| Fundamentals Financial Company Money Purchase Pension Plan | - | 2 | $4,839,495 | - | - |
| 2015 | 1 | 2 | $4,919,560 | $0 | - |
| Fundamentals Financial Company Money Purchase Pension Plan | - | 2 | $4,919,560 | - | - |
| 2014 | 1 | 2 | $5,223,673 | $0 | - |
| Fundamentals Financial Company Money Purchase Pension Plan | - | 2 | $5,223,673 | - | - |
| 2013 | 1 | 2 | $5,035,587 | $0 | - |
| Fundamentals Financial Company Money Purchase Pension Plan | - | 2 | $5,035,587 | - | - |
| 2012 | 1 | 2 | $3,965,564 | $0 | - |
| Fundamentals Financial Company Money Purchase Pension Plan | - | 2 | $3,965,564 | - | - |
| 2011 | 1 | 2 | $3,518,994 | $0 | - |
| Fundamentals Financial Company Money Purchase Pension Plan | - | 2 | $3,518,994 | - | - |
| 2010 | 1 | 4 | $3,739,740 | $0 | - |
| Fundamentals Financial Company Money Purchase Pension Plan | - | 4 | $3,739,740 | - | - |
| 2009 | 1 | 4 | $3,284,205 | $0 | - |
| Fundamentals Financial Company Money Purchase Pension Plan | - | 4 | $3,284,205 | - | - |
| 2008 | 1 | 4 | $2,617,270 | $0 | - |
| Fundamentals Financial Company Money Purchase Pension Plan | - | 4 | $2,617,270 | - | - |
| 2007 | 1 | 4 | $3,846,958 | $0 | - |
| Fundamentals Financial Company Money Purchase Pension Plan | - | 4 | $3,846,958 | - | - |
| 2006 | 1 | 4 | $3,650,077 | $17,186 | $4,297iApproximate average salary by contribution assumption: employee only about $107,413 at 4% or $71,608 at 6%; with 50% employer match about $71,608 at 4% or $47,739 at 6%; with 100% employer match about $53,706 at 4% or $35,804 at 6%. |
| Fundamentals Financial Company Money Purchase Pension Plan | - | 4 | $3,650,077 | $17,186 | $4,297iApproximate average salary by contribution assumption: employee only about $107,413 at 4% or $71,608 at 6%; with 50% employer match about $71,608 at 4% or $47,739 at 6%; with 100% employer match about $53,706 at 4% or $35,804 at 6%. |
| 2005 | 1 | 4 | $3,201,961 | $0 | - |
| Fundamentals Financial Company Money Purchase Pension Plan | - | 4 | $3,201,961 | - | - |
| 2004 | 1 | 4 | $3,087,561 | $9,484 | $2,371iApproximate average salary by contribution assumption: employee only about $59,275 at 4% or $39,517 at 6%; with 50% employer match about $39,517 at 4% or $26,344 at 6%; with 100% employer match about $29,638 at 4% or $19,758 at 6%. |
| Fundamentals Financial Company Money Purchase Pension Plan | - | 4 | $3,087,561 | $9,484 | $2,371iApproximate average salary by contribution assumption: employee only about $59,275 at 4% or $39,517 at 6%; with 50% employer match about $39,517 at 4% or $26,344 at 6%; with 100% employer match about $29,638 at 4% or $19,758 at 6%. |
| 2003 | 1 | 4 | $2,741,048 | $288 | $72iApproximate average salary by contribution assumption: employee only about $1,800 at 4% or $1,200 at 6%; with 50% employer match about $1,200 at 4% or $800 at 6%; with 100% employer match about $900 at 4% or $600 at 6%. |
| Fundamentals Financial Company Money Purchase Pension Plan | - | 4 | $2,741,048 | $288 | $72iApproximate average salary by contribution assumption: employee only about $1,800 at 4% or $1,200 at 6%; with 50% employer match about $1,200 at 4% or $800 at 6%; with 100% employer match about $900 at 4% or $600 at 6%. |
| 2002 | 1 | 4 | $2,258,149 | $0 | - |
| Fundamentals Financial Company Money Purchase Pension Plan | - | 4 | $2,258,149 | - | - |
| 2001 | 1 | 4 | $2,486,212 | $57,454 | $14,364iApproximate average salary by contribution assumption: employee only about $359,088 at 4% or $239,392 at 6%; with 50% employer match about $239,392 at 4% or $159,594 at 6%; with 100% employer match about $179,544 at 4% or $119,696 at 6%. |
| Fundamentals Financial Company Money Purchase Pension Plan | - | 4 | $2,486,212 | $57,454 | $14,364iApproximate average salary by contribution assumption: employee only about $359,088 at 4% or $239,392 at 6%; with 50% employer match about $239,392 at 4% or $159,594 at 6%; with 100% employer match about $179,544 at 4% or $119,696 at 6%. |
| 2000 | 1 | 4 | $2,497,914 | $0 | - |
| Fundamentals Financial Company Money Purchase Pension Plan | - | 4 | $2,497,914 | - | - |