Civic Intelligence

Finance Express LLC

Plan context: Finance Express 401K Plan

EIN 16-1687495 • Rancho Santa Margarita, CA • 10 filings • 1 plans

30071 TomasSuite 250Rancho Santa Margarita, CA 92688-2118
Current Snapshot

Latest Year

2015

2015 Participants

16

2015 Assets

$379,670

2015 Contributions

$5,962

Historical Graphs

Total Assets Over Time

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

$385,909$192,955$0200620102014YearValue
$379,670Latest year 2014

Participants Over Time

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

69350200620102014YearValue
16Latest year 2014

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
201510$0$5,962-
Finance Express 401K Plan-0$0$5,962-
2014116$379,670$27,290$1,706iApproximate average salary by contribution assumption: employee only about $42,641 at 4% or $28,427 at 6%; with 50% employer match about $28,427 at 4% or $18,951 at 6%; with 100% employer match about $21,320 at 4% or $14,214 at 6%.
Finance Express 401K Plan-16$379,670$27,290$1,706iApproximate average salary by contribution assumption: employee only about $42,641 at 4% or $28,427 at 6%; with 50% employer match about $28,427 at 4% or $18,951 at 6%; with 100% employer match about $21,320 at 4% or $14,214 at 6%.
2013113$385,909$18,975$1,460iApproximate average salary by contribution assumption: employee only about $36,490 at 4% or $24,327 at 6%; with 50% employer match about $24,327 at 4% or $16,218 at 6%; with 100% employer match about $18,245 at 4% or $12,163 at 6%.
Finance Express 401K Plan-13$385,909$18,975$1,460iApproximate average salary by contribution assumption: employee only about $36,490 at 4% or $24,327 at 6%; with 50% employer match about $24,327 at 4% or $16,218 at 6%; with 100% employer match about $18,245 at 4% or $12,163 at 6%.
2012114$335,839$30,332$2,167iApproximate average salary by contribution assumption: employee only about $54,164 at 4% or $36,110 at 6%; with 50% employer match about $36,110 at 4% or $24,073 at 6%; with 100% employer match about $27,082 at 4% or $18,055 at 6%.
Finance Express 401K Plan-14$335,839$30,332$2,167iApproximate average salary by contribution assumption: employee only about $54,164 at 4% or $36,110 at 6%; with 50% employer match about $36,110 at 4% or $24,073 at 6%; with 100% employer match about $27,082 at 4% or $18,055 at 6%.
2011113$274,343$23,680$1,822iApproximate average salary by contribution assumption: employee only about $45,538 at 4% or $30,359 at 6%; with 50% employer match about $30,359 at 4% or $20,239 at 6%; with 100% employer match about $22,769 at 4% or $15,179 at 6%.
Finance Express 401K Plan-13$274,343$23,680$1,822iApproximate average salary by contribution assumption: employee only about $45,538 at 4% or $30,359 at 6%; with 50% employer match about $30,359 at 4% or $20,239 at 6%; with 100% employer match about $22,769 at 4% or $15,179 at 6%.
2010120$281,430$81,495$4,075iApproximate average salary by contribution assumption: employee only about $101,869 at 4% or $67,913 at 6%; with 50% employer match about $67,913 at 4% or $45,275 at 6%; with 100% employer match about $50,934 at 4% or $33,956 at 6%.
Finance Express 401K Plan-20$281,430$81,495$4,075iApproximate average salary by contribution assumption: employee only about $101,869 at 4% or $67,913 at 6%; with 50% employer match about $67,913 at 4% or $45,275 at 6%; with 100% employer match about $50,934 at 4% or $33,956 at 6%.
2009128$209,031$37,014$1,322iApproximate average salary by contribution assumption: employee only about $33,048 at 4% or $22,032 at 6%; with 50% employer match about $22,032 at 4% or $14,688 at 6%; with 100% employer match about $16,524 at 4% or $11,016 at 6%.
Finance Express 401K Plan-28$209,031$37,014$1,322iApproximate average salary by contribution assumption: employee only about $33,048 at 4% or $22,032 at 6%; with 50% employer match about $22,032 at 4% or $14,688 at 6%; with 100% employer match about $16,524 at 4% or $11,016 at 6%.
2008132$171,649$159,832$4,995iApproximate average salary by contribution assumption: employee only about $124,869 at 4% or $83,246 at 6%; with 50% employer match about $83,246 at 4% or $55,497 at 6%; with 100% employer match about $62,434 at 4% or $41,623 at 6%.
Finance Express 401K Plan-32$171,649$159,832$4,995iApproximate average salary by contribution assumption: employee only about $124,869 at 4% or $83,246 at 6%; with 50% employer match about $83,246 at 4% or $55,497 at 6%; with 100% employer match about $62,434 at 4% or $41,623 at 6%.
2007169$228,252$199,030$2,884iApproximate average salary by contribution assumption: employee only about $72,112 at 4% or $48,075 at 6%; with 50% employer match about $48,075 at 4% or $32,050 at 6%; with 100% employer match about $36,056 at 4% or $24,037 at 6%.
Finance Express 401K Plan-69$228,252$199,030$2,884iApproximate average salary by contribution assumption: employee only about $72,112 at 4% or $48,075 at 6%; with 50% employer match about $48,075 at 4% or $32,050 at 6%; with 100% employer match about $36,056 at 4% or $24,037 at 6%.
2006129$38,819$36,894$1,272iApproximate average salary by contribution assumption: employee only about $31,805 at 4% or $21,203 at 6%; with 50% employer match about $21,203 at 4% or $14,136 at 6%; with 100% employer match about $15,903 at 4% or $10,602 at 6%.
Finance Express 401K Plan-29$38,819$36,894$1,272iApproximate average salary by contribution assumption: employee only about $31,805 at 4% or $21,203 at 6%; with 50% employer match about $21,203 at 4% or $14,136 at 6%; with 100% employer match about $15,903 at 4% or $10,602 at 6%.