Client First Consulting Group LLC
Plan context: Client First 401(K) Plan
EIN 20-2403791 • Corona, MA • 12 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
31
2025 Assets
$3,072,312
2025 Contributions
$567,838
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 | 31 | $3,072,312 | $567,838 | $18,317iApproximate average salary by contribution assumption: employee only about $457,934 at 4% or $305,289 at 6%; with 50% employer match about $305,289 at 4% or $203,526 at 6%; with 100% employer match about $228,967 at 4% or $152,645 at 6%. |
| Client First 401(K) Plan | - | 31 | $3,072,312 | $567,838 | $18,317iApproximate average salary by contribution assumption: employee only about $457,934 at 4% or $305,289 at 6%; with 50% employer match about $305,289 at 4% or $203,526 at 6%; with 100% employer match about $228,967 at 4% or $152,645 at 6%. |
| 2024 | 1 | 31 | $2,367,617 | $490,974 | $15,838iApproximate average salary by contribution assumption: employee only about $395,947 at 4% or $263,965 at 6%; with 50% employer match about $263,965 at 4% or $175,976 at 6%; with 100% employer match about $197,973 at 4% or $131,982 at 6%. |
| Client First 401(K) Plan | - | 31 | $2,367,617 | $490,974 | $15,838iApproximate average salary by contribution assumption: employee only about $395,947 at 4% or $263,965 at 6%; with 50% employer match about $263,965 at 4% or $175,976 at 6%; with 100% employer match about $197,973 at 4% or $131,982 at 6%. |
| 2023 | 1 | 30 | $1,686,577 | $462,524 | $15,417iApproximate average salary by contribution assumption: employee only about $385,437 at 4% or $256,958 at 6%; with 50% employer match about $256,958 at 4% or $171,305 at 6%; with 100% employer match about $192,718 at 4% or $128,479 at 6%. |
| Client First 401(K) Plan | - | 30 | $1,686,577 | $462,524 | $15,417iApproximate average salary by contribution assumption: employee only about $385,437 at 4% or $256,958 at 6%; with 50% employer match about $256,958 at 4% or $171,305 at 6%; with 100% employer match about $192,718 at 4% or $128,479 at 6%. |
| 2022 | 1 | 24 | $1,136,188 | $321,843 | $13,410iApproximate average salary by contribution assumption: employee only about $335,253 at 4% or $223,502 at 6%; with 50% employer match about $223,502 at 4% or $149,001 at 6%; with 100% employer match about $167,627 at 4% or $111,751 at 6%. |
| Client First 401(K) Plan | - | 24 | $1,136,188 | $321,843 | $13,410iApproximate average salary by contribution assumption: employee only about $335,253 at 4% or $223,502 at 6%; with 50% employer match about $223,502 at 4% or $149,001 at 6%; with 100% employer match about $167,627 at 4% or $111,751 at 6%. |
| 2021 | 1 | 16 | $1,032,413 | $343,207 | $21,450iApproximate average salary by contribution assumption: employee only about $536,261 at 4% or $357,507 at 6%; with 50% employer match about $357,507 at 4% or $238,338 at 6%; with 100% employer match about $268,130 at 4% or $178,754 at 6%. |
| Client First 401(K) Plan | - | 16 | $1,032,413 | $343,207 | $21,450iApproximate average salary by contribution assumption: employee only about $536,261 at 4% or $357,507 at 6%; with 50% employer match about $357,507 at 4% or $238,338 at 6%; with 100% employer match about $268,130 at 4% or $178,754 at 6%. |
| 2020 | 1 | 17 | $719,087 | $127,075 | $7,475iApproximate average salary by contribution assumption: employee only about $186,875 at 4% or $124,583 at 6%; with 50% employer match about $124,583 at 4% or $83,056 at 6%; with 100% employer match about $93,438 at 4% or $62,292 at 6%. |
| Client First 401(K) Plan | - | 17 | $719,087 | $127,075 | $7,475iApproximate average salary by contribution assumption: employee only about $186,875 at 4% or $124,583 at 6%; with 50% employer match about $124,583 at 4% or $83,056 at 6%; with 100% employer match about $93,438 at 4% or $62,292 at 6%. |
| 2019 | 1 | 17 | $668,312 | $138,441 | $8,144iApproximate average salary by contribution assumption: employee only about $203,590 at 4% or $135,726 at 6%; with 50% employer match about $135,726 at 4% or $90,484 at 6%; with 100% employer match about $101,795 at 4% or $67,863 at 6%. |
| Client First 401(K) Plan | - | 17 | $668,312 | $138,441 | $8,144iApproximate average salary by contribution assumption: employee only about $203,590 at 4% or $135,726 at 6%; with 50% employer match about $135,726 at 4% or $90,484 at 6%; with 100% employer match about $101,795 at 4% or $67,863 at 6%. |
| 2018 | 1 | 18 | $437,447 | $118,652 | $6,592iApproximate average salary by contribution assumption: employee only about $164,794 at 4% or $109,863 at 6%; with 50% employer match about $109,863 at 4% or $73,242 at 6%; with 100% employer match about $82,397 at 4% or $54,931 at 6%. |
| Client First 401(K) Plan | - | 18 | $437,447 | $118,652 | $6,592iApproximate average salary by contribution assumption: employee only about $164,794 at 4% or $109,863 at 6%; with 50% employer match about $109,863 at 4% or $73,242 at 6%; with 100% employer match about $82,397 at 4% or $54,931 at 6%. |
| 2017 | 1 | 16 | $367,021 | $96,615 | $6,038iApproximate average salary by contribution assumption: employee only about $150,961 at 4% or $100,641 at 6%; with 50% employer match about $100,641 at 4% or $67,094 at 6%; with 100% employer match about $75,480 at 4% or $50,320 at 6%. |
| Client First 401(K) Plan | - | 16 | $367,021 | $96,615 | $6,038iApproximate average salary by contribution assumption: employee only about $150,961 at 4% or $100,641 at 6%; with 50% employer match about $100,641 at 4% or $67,094 at 6%; with 100% employer match about $75,480 at 4% or $50,320 at 6%. |
| 2016 | 1 | 18 | $235,400 | $98,510 | $5,473iApproximate average salary by contribution assumption: employee only about $136,819 at 4% or $91,213 at 6%; with 50% employer match about $91,213 at 4% or $60,809 at 6%; with 100% employer match about $68,410 at 4% or $45,606 at 6%. |
| Client First 401(K) Plan | - | 18 | $235,400 | $98,510 | $5,473iApproximate average salary by contribution assumption: employee only about $136,819 at 4% or $91,213 at 6%; with 50% employer match about $91,213 at 4% or $60,809 at 6%; with 100% employer match about $68,410 at 4% or $45,606 at 6%. |
| 2015 | 1 | 15 | $125,669 | $87,240 | $5,816iApproximate average salary by contribution assumption: employee only about $145,400 at 4% or $96,933 at 6%; with 50% employer match about $96,933 at 4% or $64,622 at 6%; with 100% employer match about $72,700 at 4% or $48,467 at 6%. |
| Client First 401(K) Plan | - | 15 | $125,669 | $87,240 | $5,816iApproximate average salary by contribution assumption: employee only about $145,400 at 4% or $96,933 at 6%; with 50% employer match about $96,933 at 4% or $64,622 at 6%; with 100% employer match about $72,700 at 4% or $48,467 at 6%. |
| 2014 | 1 | 18 | $78,019 | $82,214 | $4,567iApproximate average salary by contribution assumption: employee only about $114,186 at 4% or $76,124 at 6%; with 50% employer match about $76,124 at 4% or $50,749 at 6%; with 100% employer match about $57,093 at 4% or $38,062 at 6%. |
| Client First 401(K) Plan | - | 18 | $78,019 | $82,214 | $4,567iApproximate average salary by contribution assumption: employee only about $114,186 at 4% or $76,124 at 6%; with 50% employer match about $76,124 at 4% or $50,749 at 6%; with 100% employer match about $57,093 at 4% or $38,062 at 6%. |