Civic Intelligence

Integral Financial LLC

Plan context: Integral Financial LLC 401(K) Profit Sharing Plan

EIN 02-0565622 • Cupertino, CA • 28 filings • 3 plans

10054 Pasadena Ave.Cupertino, CA 95129
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$2,330,953

2025 Contributions

$316,534

Historical Graphs

Total Assets Over Time

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

$5,137,467$2,568,734$0200820172025YearValue
$2,330,953Latest year 2025

Participants Over Time

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

19100200820172025YearValue
12Latest year 2025

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
2025112$2,330,953$316,534$26,378iApproximate average salary by contribution assumption: employee only about $659,446 at 4% or $439,631 at 6%; with 50% employer match about $439,631 at 4% or $293,087 at 6%; with 100% employer match about $329,723 at 4% or $219,815 at 6%.
Integral Financial LLC 401(K) Profit Sharing Plan-12$2,330,953$316,534$26,378iApproximate average salary by contribution assumption: employee only about $659,446 at 4% or $439,631 at 6%; with 50% employer match about $439,631 at 4% or $293,087 at 6%; with 100% employer match about $329,723 at 4% or $219,815 at 6%.
2024111$1,810,895$271,720$24,702iApproximate average salary by contribution assumption: employee only about $617,545 at 4% or $411,697 at 6%; with 50% employer match about $411,697 at 4% or $274,465 at 6%; with 100% employer match about $308,773 at 4% or $205,848 at 6%.
Integral Financial LLC 401(K) Profit Sharing Plan-11$1,810,895$271,720$24,702iApproximate average salary by contribution assumption: employee only about $617,545 at 4% or $411,697 at 6%; with 50% employer match about $411,697 at 4% or $274,465 at 6%; with 100% employer match about $308,773 at 4% or $205,848 at 6%.
2023119$5,137,467$261,727$13,775iApproximate average salary by contribution assumption: employee only about $344,378 at 4% or $229,585 at 6%; with 50% employer match about $229,585 at 4% or $153,057 at 6%; with 100% employer match about $172,189 at 4% or $114,793 at 6%.
Integral Financial LLC 401(K) Profit Sharing Plan-19$5,137,467$261,727$13,775iApproximate average salary by contribution assumption: employee only about $344,378 at 4% or $229,585 at 6%; with 50% employer match about $229,585 at 4% or $153,057 at 6%; with 100% employer match about $172,189 at 4% or $114,793 at 6%.
2022119$4,313,212$245,271$12,909iApproximate average salary by contribution assumption: employee only about $322,725 at 4% or $215,150 at 6%; with 50% employer match about $215,150 at 4% or $143,433 at 6%; with 100% employer match about $161,363 at 4% or $107,575 at 6%.
Integral Financial LLC 401(K) Profit Sharing Plan-19$4,313,212$245,271$12,909iApproximate average salary by contribution assumption: employee only about $322,725 at 4% or $215,150 at 6%; with 50% employer match about $215,150 at 4% or $143,433 at 6%; with 100% employer match about $161,363 at 4% or $107,575 at 6%.
202119$4,995,624$229,632$25,515iApproximate average salary by contribution assumption: employee only about $637,867 at 4% or $425,244 at 6%; with 50% employer match about $425,244 at 4% or $283,496 at 6%; with 100% employer match about $318,933 at 4% or $212,622 at 6%.
Integral Financial LLC 401(K) Profit Sharing Plan-9$4,995,624$229,632$25,515iApproximate average salary by contribution assumption: employee only about $637,867 at 4% or $425,244 at 6%; with 50% employer match about $425,244 at 4% or $283,496 at 6%; with 100% employer match about $318,933 at 4% or $212,622 at 6%.
202029$4,291,508$3,645,425$405,047iApproximate average salary by contribution assumption: employee only about $10,126,181 at 4% or $6,750,787 at 6%; with 50% employer match about $6,750,787 at 4% or $4,500,525 at 6%; with 100% employer match about $5,063,090 at 4% or $3,375,394 at 6%.
Integral Financial LLC 401(K) Profit Sharing Plan-9$4,291,508$3,295,425$366,158iApproximate average salary by contribution assumption: employee only about $9,153,958 at 4% or $6,102,639 at 6%; with 50% employer match about $6,102,639 at 4% or $4,068,426 at 6%; with 100% employer match about $4,576,979 at 4% or $3,051,319 at 6%.
Integral Financial LLC Defined Benefit Pension Plan-0$0$350,000-
2019210$3,704,494$498,383$49,838iApproximate average salary by contribution assumption: employee only about $1,245,958 at 4% or $830,638 at 6%; with 50% employer match about $830,638 at 4% or $553,759 at 6%; with 100% employer match about $622,979 at 4% or $415,319 at 6%.
Integral Financial LLC Defined Benefit Pension Plan-4$2,723,142$350,000$87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%.
Integral Financial LLC 401(K) Profit Sharing Plan-10$981,352$148,383$14,838iApproximate average salary by contribution assumption: employee only about $370,958 at 4% or $247,305 at 6%; with 50% employer match about $247,305 at 4% or $164,870 at 6%; with 100% employer match about $185,479 at 4% or $123,653 at 6%.
2018210$2,818,184$512,365$51,237iApproximate average salary by contribution assumption: employee only about $1,280,913 at 4% or $853,942 at 6%; with 50% employer match about $853,942 at 4% or $569,294 at 6%; with 100% employer match about $640,456 at 4% or $426,971 at 6%.
Integral Financial LLC Defined Benefit Pension Plan-4$2,084,265$350,000$87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%.
Integral Financial LLC 401(K) Profit Sharing Plan-10$733,919$162,365$16,237iApproximate average salary by contribution assumption: employee only about $405,913 at 4% or $270,608 at 6%; with 50% employer match about $270,608 at 4% or $180,406 at 6%; with 100% employer match about $202,956 at 4% or $135,304 at 6%.
2017210$2,578,019$418,700$41,870iApproximate average salary by contribution assumption: employee only about $1,046,750 at 4% or $697,833 at 6%; with 50% employer match about $697,833 at 4% or $465,222 at 6%; with 100% employer match about $523,375 at 4% or $348,917 at 6%.
Integral Financial LLC Defined Benefit Pension Plan-4$1,979,066$320,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
Integral Financial LLC 401(K) Profit Sharing Plan-10$598,953$98,700$9,870iApproximate average salary by contribution assumption: employee only about $246,750 at 4% or $164,500 at 6%; with 50% employer match about $164,500 at 4% or $109,667 at 6%; with 100% employer match about $123,375 at 4% or $82,250 at 6%.
201628$2,082,866$407,563$50,945iApproximate average salary by contribution assumption: employee only about $1,273,634 at 4% or $849,090 at 6%; with 50% employer match about $849,090 at 4% or $566,060 at 6%; with 100% employer match about $636,817 at 4% or $424,545 at 6%.
Integral Financial LLC Defined Benefit Pension Plan-4$1,579,538$320,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
Integral Financial LLC 401(K) Profit Sharing Plan-8$503,328$87,563$10,945iApproximate average salary by contribution assumption: employee only about $273,634 at 4% or $182,423 at 6%; with 50% employer match about $182,423 at 4% or $121,615 at 6%; with 100% employer match about $136,817 at 4% or $91,211 at 6%.
201527$1,602,156$401,260$57,323iApproximate average salary by contribution assumption: employee only about $1,433,071 at 4% or $955,381 at 6%; with 50% employer match about $955,381 at 4% or $636,921 at 6%; with 100% employer match about $716,536 at 4% or $477,690 at 6%.
Integral Financial LLC Defined Benefit Pension Plan-4$1,203,777$320,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
Integral Financial LLC 401(K) Profit Sharing Plan-7$398,379$81,260$11,609iApproximate average salary by contribution assumption: employee only about $290,214 at 4% or $193,476 at 6%; with 50% employer match about $193,476 at 4% or $128,984 at 6%; with 100% employer match about $145,107 at 4% or $96,738 at 6%.
201428$1,251,046$390,064$48,758iApproximate average salary by contribution assumption: employee only about $1,218,950 at 4% or $812,633 at 6%; with 50% employer match about $812,633 at 4% or $541,756 at 6%; with 100% employer match about $609,475 at 4% or $406,317 at 6%.
Integral Financial LLC Defined Benefit Pension Plan-4$928,961$320,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
Integral Financial LLC 401(K) Profit Sharing Plan-8$322,085$70,064$8,758iApproximate average salary by contribution assumption: employee only about $218,950 at 4% or $145,967 at 6%; with 50% employer match about $145,967 at 4% or $97,311 at 6%; with 100% employer match about $109,475 at 4% or $72,983 at 6%.
201326$802,815$208,308$34,718iApproximate average salary by contribution assumption: employee only about $867,950 at 4% or $578,633 at 6%; with 50% employer match about $578,633 at 4% or $385,756 at 6%; with 100% employer match about $433,975 at 4% or $289,317 at 6%.
Integral Financial LLC Defined Benefit Pension Plan-3$580,260$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Integral Financial LLC 401(K) Profit Sharing Plan-6$222,555$58,308$9,718iApproximate average salary by contribution assumption: employee only about $242,950 at 4% or $161,967 at 6%; with 50% employer match about $161,967 at 4% or $107,978 at 6%; with 100% employer match about $121,475 at 4% or $80,983 at 6%.
201224$527,940$194,066$48,517iApproximate average salary by contribution assumption: employee only about $1,212,913 at 4% or $808,608 at 6%; with 50% employer match about $808,608 at 4% or $539,072 at 6%; with 100% employer match about $606,456 at 4% or $404,304 at 6%.
Integral Financial LLC Defined Benefit Pension Plan-2$373,113$140,000$70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%.
Integral Financial LLC 401(K) Profit Sharing Plan-4$154,827$54,066$13,517iApproximate average salary by contribution assumption: employee only about $337,913 at 4% or $225,275 at 6%; with 50% employer match about $225,275 at 4% or $150,183 at 6%; with 100% employer match about $168,956 at 4% or $112,638 at 6%.
201125$314,115$155,444$31,089iApproximate average salary by contribution assumption: employee only about $777,220 at 4% or $518,147 at 6%; with 50% employer match about $518,147 at 4% or $345,431 at 6%; with 100% employer match about $388,610 at 4% or $259,073 at 6%.
Integral Financial LLC Defined Benefit Pension Plan-2$225,268$110,000$55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%.
Integral Financial LLC 401(K) Profit Sharing Plan-5$88,847$45,444$9,089iApproximate average salary by contribution assumption: employee only about $227,220 at 4% or $151,480 at 6%; with 50% employer match about $151,480 at 4% or $100,987 at 6%; with 100% employer match about $113,610 at 4% or $75,740 at 6%.
201025$163,355$161,922$32,384iApproximate average salary by contribution assumption: employee only about $809,610 at 4% or $539,740 at 6%; with 50% employer match about $539,740 at 4% or $359,827 at 6%; with 100% employer match about $404,805 at 4% or $269,870 at 6%.
Integral Financial LLC Defined Benefit Pension Plan-2$113,705$113,700$56,850iApproximate average salary by contribution assumption: employee only about $1,421,250 at 4% or $947,500 at 6%; with 50% employer match about $947,500 at 4% or $631,667 at 6%; with 100% employer match about $710,625 at 4% or $473,750 at 6%.
Integral Financial LLC 401(K) Profit Sharing Plan-5$49,650$48,222$9,644iApproximate average salary by contribution assumption: employee only about $241,110 at 4% or $160,740 at 6%; with 50% employer match about $160,740 at 4% or $107,160 at 6%; with 100% employer match about $120,555 at 4% or $80,370 at 6%.
200818$9,616$9,500$1,188iApproximate average salary by contribution assumption: employee only about $29,688 at 4% or $19,792 at 6%; with 50% employer match about $19,792 at 4% or $13,194 at 6%; with 100% employer match about $14,844 at 4% or $9,896 at 6%.
Integral Financial LLC Defined Benefit Pension Plan-8$9,616$9,500$1,188iApproximate average salary by contribution assumption: employee only about $29,688 at 4% or $19,792 at 6%; with 50% employer match about $19,792 at 4% or $13,194 at 6%; with 100% employer match about $14,844 at 4% or $9,896 at 6%.