CERTIFIED FINANCIAL GROUP LLC
Plan context: CERTIFIED FINANCIAL GROUP LLC 401(K) PLAN
EIN 20-1998025 • Valparaiso, IN • 14 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$745,755
2025 Contributions
$53,500
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 | 1 | $745,755 | $53,500 | $53,500iApproximate average salary by contribution assumption: employee only about $1,337,500 at 4% or $891,667 at 6%; with 50% employer match about $891,667 at 4% or $594,444 at 6%; with 100% employer match about $668,750 at 4% or $445,833 at 6%. |
| CERTIFIED FINANCIAL GROUP LLC 401(K) PLAN | - | 1 | $745,755 | $53,500 | $53,500iApproximate average salary by contribution assumption: employee only about $1,337,500 at 4% or $891,667 at 6%; with 50% employer match about $891,667 at 4% or $594,444 at 6%; with 100% employer match about $668,750 at 4% or $445,833 at 6%. |
| 2024 | 1 | 1 | $612,806 | $33,808 | $33,808iApproximate average salary by contribution assumption: employee only about $845,200 at 4% or $563,467 at 6%; with 50% employer match about $563,467 at 4% or $375,644 at 6%; with 100% employer match about $422,600 at 4% or $281,733 at 6%. |
| CERTIFIED FINANCIAL GROUP LLC 401(K) PLAN | - | 1 | $612,806 | $33,808 | $33,808iApproximate average salary by contribution assumption: employee only about $845,200 at 4% or $563,467 at 6%; with 50% employer match about $563,467 at 4% or $375,644 at 6%; with 100% employer match about $422,600 at 4% or $281,733 at 6%. |
| 2023 | 1 | 2 | $516,019 | $40,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| CERTIFIED FINANCIAL GROUP LLC 401(K) PLAN | - | 2 | $516,019 | $40,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2022 | 1 | 2 | $388,373 | $37,000 | $18,500iApproximate average salary by contribution assumption: employee only about $462,500 at 4% or $308,333 at 6%; with 50% employer match about $308,333 at 4% or $205,556 at 6%; with 100% employer match about $231,250 at 4% or $154,167 at 6%. |
| CERTIFIED FINANCIAL GROUP LLC 401(K) PLAN | - | 2 | $388,373 | $37,000 | $18,500iApproximate average salary by contribution assumption: employee only about $462,500 at 4% or $308,333 at 6%; with 50% employer match about $308,333 at 4% or $205,556 at 6%; with 100% employer match about $231,250 at 4% or $154,167 at 6%. |
| 2021 | 1 | 2 | $444,452 | $44,500 | $22,250iApproximate average salary by contribution assumption: employee only about $556,250 at 4% or $370,833 at 6%; with 50% employer match about $370,833 at 4% or $247,222 at 6%; with 100% employer match about $278,125 at 4% or $185,417 at 6%. |
| CERTIFIED FINANCIAL GROUP LLC 401(K) PLAN | - | 2 | $444,452 | $44,500 | $22,250iApproximate average salary by contribution assumption: employee only about $556,250 at 4% or $370,833 at 6%; with 50% employer match about $370,833 at 4% or $247,222 at 6%; with 100% employer match about $278,125 at 4% or $185,417 at 6%. |
| 2020 | 1 | 1 | $335,707 | $20,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| CERTIFIED FINANCIAL GROUP LLC 401(K) PLAN | - | 1 | $335,707 | $20,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2019 | 1 | 1 | $267,372 | $25,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| CERTIFIED FINANCIAL GROUP LLC 401(K) PLAN | - | 1 | $267,372 | $25,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| 2018 | 1 | 1 | $197,077 | $18,750 | $18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%. |
| CERTIFIED FINANCIAL GROUP LLC 401(K) PLAN | - | 1 | $197,077 | $18,750 | $18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%. |
| 2017 | 1 | 1 | $192,792 | $38,250 | $38,250iApproximate average salary by contribution assumption: employee only about $956,250 at 4% or $637,500 at 6%; with 50% employer match about $637,500 at 4% or $425,000 at 6%; with 100% employer match about $478,125 at 4% or $318,750 at 6%. |
| CERTIFIED FINANCIAL GROUP LLC 401(K) PLAN | - | 1 | $192,792 | $38,250 | $38,250iApproximate average salary by contribution assumption: employee only about $956,250 at 4% or $637,500 at 6%; with 50% employer match about $637,500 at 4% or $425,000 at 6%; with 100% employer match about $478,125 at 4% or $318,750 at 6%. |
| 2016 | 1 | 1 | $134,652 | $18,325 | $18,325iApproximate average salary by contribution assumption: employee only about $458,125 at 4% or $305,417 at 6%; with 50% employer match about $305,417 at 4% or $203,611 at 6%; with 100% employer match about $229,063 at 4% or $152,708 at 6%. |
| CERTIFIED FINANCIAL GROUP LLC 401(K) PLAN | - | 1 | $134,652 | $18,325 | $18,325iApproximate average salary by contribution assumption: employee only about $458,125 at 4% or $305,417 at 6%; with 50% employer match about $305,417 at 4% or $203,611 at 6%; with 100% employer match about $229,063 at 4% or $152,708 at 6%. |
| 2015 | 1 | 1 | $107,093 | $76,358 | $76,358iApproximate average salary by contribution assumption: employee only about $1,908,950 at 4% or $1,272,633 at 6%; with 50% employer match about $1,272,633 at 4% or $848,422 at 6%; with 100% employer match about $954,475 at 4% or $636,317 at 6%. |
| CERTIFIED FINANCIAL GROUP LLC 401(K) PLAN | - | 1 | $107,093 | $76,358 | $76,358iApproximate average salary by contribution assumption: employee only about $1,908,950 at 4% or $1,272,633 at 6%; with 50% employer match about $1,272,633 at 4% or $848,422 at 6%; with 100% employer match about $954,475 at 4% or $636,317 at 6%. |
| 2014 | 1 | 1 | $34,589 | $13,425 | $13,425iApproximate average salary by contribution assumption: employee only about $335,625 at 4% or $223,750 at 6%; with 50% employer match about $223,750 at 4% or $149,167 at 6%; with 100% employer match about $167,813 at 4% or $111,875 at 6%. |
| CERTIFIED FINANCIAL GROUP LLC 401(K) PLAN | - | 1 | $34,589 | $13,425 | $13,425iApproximate average salary by contribution assumption: employee only about $335,625 at 4% or $223,750 at 6%; with 50% employer match about $223,750 at 4% or $149,167 at 6%; with 100% employer match about $167,813 at 4% or $111,875 at 6%. |
| 2013 | 1 | 1 | $20,426 | $10,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| CERTIFIED FINANCIAL GROUP LLC 401(K) PLAN | - | 1 | $20,426 | $10,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2012 | 1 | 0 | $10,000 | $10,000 | - |
| CERTIFIED FINANCIAL GROUP LLC 401(K) PLAN | - | 0 | $10,000 | $10,000 | - |