Civic Intelligence

Scarbrough Financial Group LLC

Plan context: Scarbrough Financial Group LLC 401(K) Profit Sharing Plan

EIN 20-3403094 • Novato, CA • 14 filings • 2 plans

28 Presidio DriveNovato, CA 94949
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$654,423

2024 Contributions

$105,422

Historical Graphs

Total Assets Over Time

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

$792,895$396,448$0201120182024YearValue
$654,423Latest year 2024

Participants Over Time

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

1050201120182024YearValue
10Latest year 2024

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
2024110$654,423$105,422$10,542iApproximate average salary by contribution assumption: employee only about $263,555 at 4% or $175,703 at 6%; with 50% employer match about $175,703 at 4% or $117,136 at 6%; with 100% employer match about $131,778 at 4% or $87,852 at 6%.
Scarbrough Financial Group LLC 401(K) Profit Sharing Plan-10$654,423$105,422$10,542iApproximate average salary by contribution assumption: employee only about $263,555 at 4% or $175,703 at 6%; with 50% employer match about $175,703 at 4% or $117,136 at 6%; with 100% employer match about $131,778 at 4% or $87,852 at 6%.
2023110$624,446$116,900$11,690iApproximate average salary by contribution assumption: employee only about $292,250 at 4% or $194,833 at 6%; with 50% employer match about $194,833 at 4% or $129,889 at 6%; with 100% employer match about $146,125 at 4% or $97,417 at 6%.
Scarbrough Financial Group LLC 401(K) Profit Sharing Plan-10$624,446$116,900$11,690iApproximate average salary by contribution assumption: employee only about $292,250 at 4% or $194,833 at 6%; with 50% employer match about $194,833 at 4% or $129,889 at 6%; with 100% employer match about $146,125 at 4% or $97,417 at 6%.
202219$718,309$107,800$11,978iApproximate average salary by contribution assumption: employee only about $299,444 at 4% or $199,630 at 6%; with 50% employer match about $199,630 at 4% or $133,086 at 6%; with 100% employer match about $149,722 at 4% or $99,815 at 6%.
Scarbrough Financial Group LLC 401(K) Profit Sharing Plan-9$718,309$107,800$11,978iApproximate average salary by contribution assumption: employee only about $299,444 at 4% or $199,630 at 6%; with 50% employer match about $199,630 at 4% or $133,086 at 6%; with 100% employer match about $149,722 at 4% or $99,815 at 6%.
202118$792,895$111,489$13,936iApproximate average salary by contribution assumption: employee only about $348,403 at 4% or $232,269 at 6%; with 50% employer match about $232,269 at 4% or $154,846 at 6%; with 100% employer match about $174,202 at 4% or $116,134 at 6%.
Scarbrough Financial Group LLC 401(K) Profit Sharing Plan-8$792,895$111,489$13,936iApproximate average salary by contribution assumption: employee only about $348,403 at 4% or $232,269 at 6%; with 50% employer match about $232,269 at 4% or $154,846 at 6%; with 100% employer match about $174,202 at 4% or $116,134 at 6%.
202018$638,159$121,638$15,205iApproximate average salary by contribution assumption: employee only about $380,119 at 4% or $253,413 at 6%; with 50% employer match about $253,413 at 4% or $168,942 at 6%; with 100% employer match about $190,059 at 4% or $126,706 at 6%.
Scarbrough Financial Group LLC 401(K) Profit Sharing Plan-8$638,159$121,638$15,205iApproximate average salary by contribution assumption: employee only about $380,119 at 4% or $253,413 at 6%; with 50% employer match about $253,413 at 4% or $168,942 at 6%; with 100% employer match about $190,059 at 4% or $126,706 at 6%.
201917$447,609$86,942$12,420iApproximate average salary by contribution assumption: employee only about $310,507 at 4% or $207,005 at 6%; with 50% employer match about $207,005 at 4% or $138,003 at 6%; with 100% employer match about $155,254 at 4% or $103,502 at 6%.
Scarbrough Financial Group LLC 401(K) Profit Sharing Plan-7$447,609$86,942$12,420iApproximate average salary by contribution assumption: employee only about $310,507 at 4% or $207,005 at 6%; with 50% employer match about $207,005 at 4% or $138,003 at 6%; with 100% employer match about $155,254 at 4% or $103,502 at 6%.
201817$312,631$79,764$11,395iApproximate average salary by contribution assumption: employee only about $284,871 at 4% or $189,914 at 6%; with 50% employer match about $189,914 at 4% or $126,610 at 6%; with 100% employer match about $142,436 at 4% or $94,957 at 6%.
Scarbrough Financial Group LLC 401(K) Profit Sharing Plan-7$312,631$79,764$11,395iApproximate average salary by contribution assumption: employee only about $284,871 at 4% or $189,914 at 6%; with 50% employer match about $189,914 at 4% or $126,610 at 6%; with 100% employer match about $142,436 at 4% or $94,957 at 6%.
201716$257,874$63,771$10,629iApproximate average salary by contribution assumption: employee only about $265,713 at 4% or $177,142 at 6%; with 50% employer match about $177,142 at 4% or $118,094 at 6%; with 100% employer match about $132,856 at 4% or $88,571 at 6%.
Scarbrough Financial Group LLC 401(K) Profit Sharing Plan-6$257,874$63,771$10,629iApproximate average salary by contribution assumption: employee only about $265,713 at 4% or $177,142 at 6%; with 50% employer match about $177,142 at 4% or $118,094 at 6%; with 100% employer match about $132,856 at 4% or $88,571 at 6%.
201616$177,754$51,100$8,517iApproximate average salary by contribution assumption: employee only about $212,917 at 4% or $141,944 at 6%; with 50% employer match about $141,944 at 4% or $94,630 at 6%; with 100% employer match about $106,458 at 4% or $70,972 at 6%.
Scarbrough Financial Group LLC 401(K) Profit Sharing Plan-6$177,754$51,100$8,517iApproximate average salary by contribution assumption: employee only about $212,917 at 4% or $141,944 at 6%; with 50% employer match about $141,944 at 4% or $94,630 at 6%; with 100% employer match about $106,458 at 4% or $70,972 at 6%.
201514$117,873$33,400$8,350iApproximate average salary by contribution assumption: employee only about $208,750 at 4% or $139,167 at 6%; with 50% employer match about $139,167 at 4% or $92,778 at 6%; with 100% employer match about $104,375 at 4% or $69,583 at 6%.
Scarbrough Financial Group LLC 401(K) Profit Sharing Plan-4$117,873$33,400$8,350iApproximate average salary by contribution assumption: employee only about $208,750 at 4% or $139,167 at 6%; with 50% employer match about $139,167 at 4% or $92,778 at 6%; with 100% employer match about $104,375 at 4% or $69,583 at 6%.
201412$89,638$28,900$14,450iApproximate average salary by contribution assumption: employee only about $361,250 at 4% or $240,833 at 6%; with 50% employer match about $240,833 at 4% or $160,556 at 6%; with 100% employer match about $180,625 at 4% or $120,417 at 6%.
Scarbrough Financial Group LLC 401(K) Profit Sharing Plan-2$89,638$28,900$14,450iApproximate average salary by contribution assumption: employee only about $361,250 at 4% or $240,833 at 6%; with 50% employer match about $240,833 at 4% or $160,556 at 6%; with 100% employer match about $180,625 at 4% or $120,417 at 6%.
201311$60,997$23,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
Scarbrough Financial Group LLC 401(K) Profit Sharing Plan-1$60,997$23,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
201211$34,472$28,375$28,375iApproximate average salary by contribution assumption: employee only about $709,375 at 4% or $472,917 at 6%; with 50% employer match about $472,917 at 4% or $315,278 at 6%; with 100% employer match about $354,688 at 4% or $236,458 at 6%.
Scarbrough Financial Group LLC 401(K) Profit Sharing Plan-1$34,472$28,375$28,375iApproximate average salary by contribution assumption: employee only about $709,375 at 4% or $472,917 at 6%; with 50% employer match about $472,917 at 4% or $315,278 at 6%; with 100% employer match about $354,688 at 4% or $236,458 at 6%.
201112$10,405$10,405$5,203iApproximate average salary by contribution assumption: employee only about $130,063 at 4% or $86,708 at 6%; with 50% employer match about $86,708 at 4% or $57,806 at 6%; with 100% employer match about $65,031 at 4% or $43,354 at 6%.
Scarbrough Financial Group LLC 401(K) Profit Sharing Plan-2$10,405$10,405$5,203iApproximate average salary by contribution assumption: employee only about $130,063 at 4% or $86,708 at 6%; with 50% employer match about $86,708 at 4% or $57,806 at 6%; with 100% employer match about $65,031 at 4% or $43,354 at 6%.