Civic Intelligence

LOAN FACTORY INC

Plan context: LOAN FACTORY INC 401(K) PROFIT SHARING PLAN & TRUST

EIN 20-5462697 • San Jose, CA • 5 filings • 1 plans

2195 Tully RdSan Jose, CA 95122-1346
Current Snapshot

Latest Year

2025

2025 Participants

38

2025 Assets

$533,656

2025 Contributions

$174,465

Historical Graphs

Total Assets Over Time

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

$533,656$266,828$0202120232025YearValue
$533,656Latest year 2025

Participants Over Time

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

57290202120232025YearValue
38Latest year 2025

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
2025138$533,656$174,465$4,591iApproximate average salary by contribution assumption: employee only about $114,780 at 4% or $76,520 at 6%; with 50% employer match about $76,520 at 4% or $51,013 at 6%; with 100% employer match about $57,390 at 4% or $38,260 at 6%.
LOAN FACTORY INC 401(K) PROFIT SHARING PLAN & TRUST-38$533,656$174,465$4,591iApproximate average salary by contribution assumption: employee only about $114,780 at 4% or $76,520 at 6%; with 50% employer match about $76,520 at 4% or $51,013 at 6%; with 100% employer match about $57,390 at 4% or $38,260 at 6%.
2024127$337,143$74,353$2,754iApproximate average salary by contribution assumption: employee only about $68,845 at 4% or $45,897 at 6%; with 50% employer match about $45,897 at 4% or $30,598 at 6%; with 100% employer match about $34,423 at 4% or $22,948 at 6%.
LOAN FACTORY INC 401(K) PROFIT SHARING PLAN & TRUST-27$337,143$74,353$2,754iApproximate average salary by contribution assumption: employee only about $68,845 at 4% or $45,897 at 6%; with 50% employer match about $45,897 at 4% or $30,598 at 6%; with 100% employer match about $34,423 at 4% or $22,948 at 6%.
2023121$289,856$83,860$3,993iApproximate average salary by contribution assumption: employee only about $99,833 at 4% or $66,556 at 6%; with 50% employer match about $66,556 at 4% or $44,370 at 6%; with 100% employer match about $49,917 at 4% or $33,278 at 6%.
LOAN FACTORY INC 401(K) PROFIT SHARING PLAN & TRUST-21$289,856$83,860$3,993iApproximate average salary by contribution assumption: employee only about $99,833 at 4% or $66,556 at 6%; with 50% employer match about $66,556 at 4% or $44,370 at 6%; with 100% employer match about $49,917 at 4% or $33,278 at 6%.
2022123$281,326$254,528$11,066iApproximate average salary by contribution assumption: employee only about $276,661 at 4% or $184,441 at 6%; with 50% employer match about $184,441 at 4% or $122,960 at 6%; with 100% employer match about $138,330 at 4% or $92,220 at 6%.
LOAN FACTORY INC 401(K) PROFIT SHARING PLAN & TRUST-23$281,326$254,528$11,066iApproximate average salary by contribution assumption: employee only about $276,661 at 4% or $184,441 at 6%; with 50% employer match about $184,441 at 4% or $122,960 at 6%; with 100% employer match about $138,330 at 4% or $92,220 at 6%.
2021157$344,200$366,354$6,427iApproximate average salary by contribution assumption: employee only about $160,682 at 4% or $107,121 at 6%; with 50% employer match about $107,121 at 4% or $71,414 at 6%; with 100% employer match about $80,341 at 4% or $53,561 at 6%.
LOAN FACTORY INC 401(K) PROFIT SHARING PLAN & TRUST-57$344,200$366,354$6,427iApproximate average salary by contribution assumption: employee only about $160,682 at 4% or $107,121 at 6%; with 50% employer match about $107,121 at 4% or $71,414 at 6%; with 100% employer match about $80,341 at 4% or $53,561 at 6%.