GRANDVIEW FINANCIAL SERVICES
Plan context: GRANDVIEW FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN & TRUST
EIN 20-1084282 • Glendale, CA • 10 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$390,431
2025 Contributions
$47,576
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 | 6 | $390,431 | $47,576 | $7,929iApproximate average salary by contribution assumption: employee only about $198,233 at 4% or $132,156 at 6%; with 50% employer match about $132,156 at 4% or $88,104 at 6%; with 100% employer match about $99,117 at 4% or $66,078 at 6%. |
| GRANDVIEW FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN & TRUST | - | 6 | $390,431 | $47,576 | $7,929iApproximate average salary by contribution assumption: employee only about $198,233 at 4% or $132,156 at 6%; with 50% employer match about $132,156 at 4% or $88,104 at 6%; with 100% employer match about $99,117 at 4% or $66,078 at 6%. |
| 2024 | 1 | 5 | $301,685 | $39,749 | $7,950iApproximate average salary by contribution assumption: employee only about $198,745 at 4% or $132,497 at 6%; with 50% employer match about $132,497 at 4% or $88,331 at 6%; with 100% employer match about $99,373 at 4% or $66,248 at 6%. |
| GRANDVIEW FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $301,685 | $39,749 | $7,950iApproximate average salary by contribution assumption: employee only about $198,745 at 4% or $132,497 at 6%; with 50% employer match about $132,497 at 4% or $88,331 at 6%; with 100% employer match about $99,373 at 4% or $66,248 at 6%. |
| 2023 | 1 | 6 | $243,979 | $35,876 | $5,979iApproximate average salary by contribution assumption: employee only about $149,483 at 4% or $99,656 at 6%; with 50% employer match about $99,656 at 4% or $66,437 at 6%; with 100% employer match about $74,742 at 4% or $49,828 at 6%. |
| GRANDVIEW FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN & TRUST | - | 6 | $243,979 | $35,876 | $5,979iApproximate average salary by contribution assumption: employee only about $149,483 at 4% or $99,656 at 6%; with 50% employer match about $99,656 at 4% or $66,437 at 6%; with 100% employer match about $74,742 at 4% or $49,828 at 6%. |
| 2022 | 1 | 7 | $185,243 | $33,749 | $4,821iApproximate average salary by contribution assumption: employee only about $120,532 at 4% or $80,355 at 6%; with 50% employer match about $80,355 at 4% or $53,570 at 6%; with 100% employer match about $60,266 at 4% or $40,177 at 6%. |
| GRANDVIEW FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN & TRUST | - | 7 | $185,243 | $33,749 | $4,821iApproximate average salary by contribution assumption: employee only about $120,532 at 4% or $80,355 at 6%; with 50% employer match about $80,355 at 4% or $53,570 at 6%; with 100% employer match about $60,266 at 4% or $40,177 at 6%. |
| 2021 | 1 | 6 | $182,257 | $31,719 | $5,287iApproximate average salary by contribution assumption: employee only about $132,163 at 4% or $88,108 at 6%; with 50% employer match about $88,108 at 4% or $58,739 at 6%; with 100% employer match about $66,081 at 4% or $44,054 at 6%. |
| GRANDVIEW FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN & TRUST | - | 6 | $182,257 | $31,719 | $5,287iApproximate average salary by contribution assumption: employee only about $132,163 at 4% or $88,108 at 6%; with 50% employer match about $88,108 at 4% or $58,739 at 6%; with 100% employer match about $66,081 at 4% or $44,054 at 6%. |
| 2020 | 1 | 7 | $134,473 | $32,072 | $4,582iApproximate average salary by contribution assumption: employee only about $114,543 at 4% or $76,362 at 6%; with 50% employer match about $76,362 at 4% or $50,908 at 6%; with 100% employer match about $57,271 at 4% or $38,181 at 6%. |
| GRANDVIEW FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN & TRUST | - | 7 | $134,473 | $32,072 | $4,582iApproximate average salary by contribution assumption: employee only about $114,543 at 4% or $76,362 at 6%; with 50% employer match about $76,362 at 4% or $50,908 at 6%; with 100% employer match about $57,271 at 4% or $38,181 at 6%. |
| 2019 | 1 | 6 | $112,553 | $30,794 | $5,132iApproximate average salary by contribution assumption: employee only about $128,308 at 4% or $85,539 at 6%; with 50% employer match about $85,539 at 4% or $57,026 at 6%; with 100% employer match about $64,154 at 4% or $42,769 at 6%. |
| GRANDVIEW FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN & TRUST | - | 6 | $112,553 | $30,794 | $5,132iApproximate average salary by contribution assumption: employee only about $128,308 at 4% or $85,539 at 6%; with 50% employer match about $85,539 at 4% or $57,026 at 6%; with 100% employer match about $64,154 at 4% or $42,769 at 6%. |
| 2018 | 1 | 4 | $60,688 | $27,225 | $6,806iApproximate average salary by contribution assumption: employee only about $170,156 at 4% or $113,438 at 6%; with 50% employer match about $113,438 at 4% or $75,625 at 6%; with 100% employer match about $85,078 at 4% or $56,719 at 6%. |
| GRANDVIEW FINANCIAL SERVICES 401 K PROFIT SHARING PLAN TRUST | - | 4 | $60,688 | $27,225 | $6,806iApproximate average salary by contribution assumption: employee only about $170,156 at 4% or $113,438 at 6%; with 50% employer match about $113,438 at 4% or $75,625 at 6%; with 100% employer match about $85,078 at 4% or $56,719 at 6%. |
| 2017 | 1 | 4 | $43,461 | $25,202 | $6,301iApproximate average salary by contribution assumption: employee only about $157,513 at 4% or $105,008 at 6%; with 50% employer match about $105,008 at 4% or $70,006 at 6%; with 100% employer match about $78,756 at 4% or $52,504 at 6%. |
| GRANDVIEW FINANCIAL SERVICES 401 K PROFIT SHARING PLAN TRUST | - | 4 | $43,461 | $25,202 | $6,301iApproximate average salary by contribution assumption: employee only about $157,513 at 4% or $105,008 at 6%; with 50% employer match about $105,008 at 4% or $70,006 at 6%; with 100% employer match about $78,756 at 4% or $52,504 at 6%. |
| 2016 | 1 | 4 | $11,539 | $11,154 | $2,789iApproximate average salary by contribution assumption: employee only about $69,713 at 4% or $46,475 at 6%; with 50% employer match about $46,475 at 4% or $30,983 at 6%; with 100% employer match about $34,856 at 4% or $23,238 at 6%. |
| GRANDVIEW FINANCIAL SERVICES 401 K PROFIT SHARING PLAN TRUST | - | 4 | $11,539 | $11,154 | $2,789iApproximate average salary by contribution assumption: employee only about $69,713 at 4% or $46,475 at 6%; with 50% employer match about $46,475 at 4% or $30,983 at 6%; with 100% employer match about $34,856 at 4% or $23,238 at 6%. |