Civic Intelligence

Development Planning and Financing Group Inc.

Plan context: Dpfg 401(K) Plan

EIN 20-8150046 • Aliso Viejo, CA • 16 filings • 3 plans

26840 Aliso Viejo Parkway, Ste 110Aliso Viejo, CA 92656
Current Snapshot

Latest Year

2023

2023 Participants

62

2023 Assets

$5,770,203

2023 Contributions

$850,775

Historical Graphs

Total Assets Over Time

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

$5,770,203$2,885,102$0200820162023YearValue
$5,770,203Latest year 2023

Participants Over Time

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

63320200820162023YearValue
62Latest year 2023

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
2023162$5,770,203$850,775$13,722iApproximate average salary by contribution assumption: employee only about $343,054 at 4% or $228,703 at 6%; with 50% employer match about $228,703 at 4% or $152,469 at 6%; with 100% employer match about $171,527 at 4% or $114,351 at 6%.
Dpfg 401(K) Plan-62$5,770,203$850,775$13,722iApproximate average salary by contribution assumption: employee only about $343,054 at 4% or $228,703 at 6%; with 50% employer match about $228,703 at 4% or $152,469 at 6%; with 100% employer match about $171,527 at 4% or $114,351 at 6%.
2022163$4,066,776$763,421$12,118iApproximate average salary by contribution assumption: employee only about $302,945 at 4% or $201,963 at 6%; with 50% employer match about $201,963 at 4% or $134,642 at 6%; with 100% employer match about $151,472 at 4% or $100,982 at 6%.
Dpfg 401(K) Plan-63$4,066,776$763,421$12,118iApproximate average salary by contribution assumption: employee only about $302,945 at 4% or $201,963 at 6%; with 50% employer match about $201,963 at 4% or $134,642 at 6%; with 100% employer match about $151,472 at 4% or $100,982 at 6%.
2021160$4,222,078$708,201$11,803iApproximate average salary by contribution assumption: employee only about $295,084 at 4% or $196,723 at 6%; with 50% employer match about $196,723 at 4% or $131,148 at 6%; with 100% employer match about $147,542 at 4% or $98,361 at 6%.
Dpfg 401(K) Plan-60$4,222,078$708,201$11,803iApproximate average salary by contribution assumption: employee only about $295,084 at 4% or $196,723 at 6%; with 50% employer match about $196,723 at 4% or $131,148 at 6%; with 100% employer match about $147,542 at 4% or $98,361 at 6%.
2020135$3,106,069$290,764$8,308iApproximate average salary by contribution assumption: employee only about $207,689 at 4% or $138,459 at 6%; with 50% employer match about $138,459 at 4% or $92,306 at 6%; with 100% employer match about $103,844 at 4% or $69,230 at 6%.
Dpfg 401(K) Plan-35$3,106,069$290,764$8,308iApproximate average salary by contribution assumption: employee only about $207,689 at 4% or $138,459 at 6%; with 50% employer match about $138,459 at 4% or $92,306 at 6%; with 100% employer match about $103,844 at 4% or $69,230 at 6%.
2019133$2,648,658$304,253$9,220iApproximate average salary by contribution assumption: employee only about $230,495 at 4% or $153,663 at 6%; with 50% employer match about $153,663 at 4% or $102,442 at 6%; with 100% employer match about $115,247 at 4% or $76,832 at 6%.
Dpfg 401(K) Plan-33$2,648,658$304,253$9,220iApproximate average salary by contribution assumption: employee only about $230,495 at 4% or $153,663 at 6%; with 50% employer match about $153,663 at 4% or $102,442 at 6%; with 100% employer match about $115,247 at 4% or $76,832 at 6%.
2018133$2,074,302$282,029$8,546iApproximate average salary by contribution assumption: employee only about $213,658 at 4% or $142,439 at 6%; with 50% employer match about $142,439 at 4% or $94,959 at 6%; with 100% employer match about $106,829 at 4% or $71,219 at 6%.
Dpfg 401(K) Plan-33$2,074,302$282,029$8,546iApproximate average salary by contribution assumption: employee only about $213,658 at 4% or $142,439 at 6%; with 50% employer match about $142,439 at 4% or $94,959 at 6%; with 100% employer match about $106,829 at 4% or $71,219 at 6%.
2017135$2,100,555$289,143$8,261iApproximate average salary by contribution assumption: employee only about $206,531 at 4% or $137,687 at 6%; with 50% employer match about $137,687 at 4% or $91,791 at 6%; with 100% employer match about $103,265 at 4% or $68,844 at 6%.
Dpfg 401(K) Plan-35$2,100,555$289,143$8,261iApproximate average salary by contribution assumption: employee only about $206,531 at 4% or $137,687 at 6%; with 50% employer match about $137,687 at 4% or $91,791 at 6%; with 100% employer match about $103,265 at 4% or $68,844 at 6%.
2016132$1,598,784$304,845$9,526iApproximate average salary by contribution assumption: employee only about $238,160 at 4% or $158,773 at 6%; with 50% employer match about $158,773 at 4% or $105,849 at 6%; with 100% employer match about $119,080 at 4% or $79,387 at 6%.
Dpfg 401(K) Plan-32$1,598,784$304,845$9,526iApproximate average salary by contribution assumption: employee only about $238,160 at 4% or $158,773 at 6%; with 50% employer match about $158,773 at 4% or $105,849 at 6%; with 100% employer match about $119,080 at 4% or $79,387 at 6%.
2015132$1,321,446$238,054$7,439iApproximate average salary by contribution assumption: employee only about $185,980 at 4% or $123,986 at 6%; with 50% employer match about $123,986 at 4% or $82,658 at 6%; with 100% employer match about $92,990 at 4% or $61,993 at 6%.
Dpfg 401(K) Plan-32$1,321,446$238,054$7,439iApproximate average salary by contribution assumption: employee only about $185,980 at 4% or $123,986 at 6%; with 50% employer match about $123,986 at 4% or $82,658 at 6%; with 100% employer match about $92,990 at 4% or $61,993 at 6%.
2014134$1,112,851$124,854$3,672iApproximate average salary by contribution assumption: employee only about $91,804 at 4% or $61,203 at 6%; with 50% employer match about $61,203 at 4% or $40,802 at 6%; with 100% employer match about $45,902 at 4% or $30,601 at 6%.
Dpfg 401(K) Plan-34$1,112,851$124,854$3,672iApproximate average salary by contribution assumption: employee only about $91,804 at 4% or $61,203 at 6%; with 50% employer match about $61,203 at 4% or $40,802 at 6%; with 100% employer match about $45,902 at 4% or $30,601 at 6%.
2013120$917,405$118,295$5,915iApproximate average salary by contribution assumption: employee only about $147,869 at 4% or $98,579 at 6%; with 50% employer match about $98,579 at 4% or $65,719 at 6%; with 100% employer match about $73,934 at 4% or $49,290 at 6%.
Dpfg 401(K) Plan-20$917,405$118,295$5,915iApproximate average salary by contribution assumption: employee only about $147,869 at 4% or $98,579 at 6%; with 50% employer match about $98,579 at 4% or $65,719 at 6%; with 100% employer match about $73,934 at 4% or $49,290 at 6%.
2012120$654,549$136,947$6,847iApproximate average salary by contribution assumption: employee only about $171,184 at 4% or $114,123 at 6%; with 50% employer match about $114,123 at 4% or $76,082 at 6%; with 100% employer match about $85,592 at 4% or $57,061 at 6%.
Dpfg 401(K) Plan-20$654,549$136,947$6,847iApproximate average salary by contribution assumption: employee only about $171,184 at 4% or $114,123 at 6%; with 50% employer match about $114,123 at 4% or $76,082 at 6%; with 100% employer match about $85,592 at 4% or $57,061 at 6%.
2011120$533,867$164,510$8,226iApproximate average salary by contribution assumption: employee only about $205,638 at 4% or $137,092 at 6%; with 50% employer match about $137,092 at 4% or $91,394 at 6%; with 100% employer match about $102,819 at 4% or $68,546 at 6%.
Dpfg 401(K) Plan-20$533,867$164,510$8,226iApproximate average salary by contribution assumption: employee only about $205,638 at 4% or $137,092 at 6%; with 50% employer match about $137,092 at 4% or $91,394 at 6%; with 100% employer match about $102,819 at 4% or $68,546 at 6%.
2010122$441,977$137,489$6,250iApproximate average salary by contribution assumption: employee only about $156,238 at 4% or $104,158 at 6%; with 50% employer match about $104,158 at 4% or $69,439 at 6%; with 100% employer match about $78,119 at 4% or $52,079 at 6%.
Dpfg 401(K) Plan-22$441,977$137,489$6,250iApproximate average salary by contribution assumption: employee only about $156,238 at 4% or $104,158 at 6%; with 50% employer match about $104,158 at 4% or $69,439 at 6%; with 100% employer match about $78,119 at 4% or $52,079 at 6%.
2009126$271,758$175,877$6,765iApproximate average salary by contribution assumption: employee only about $169,113 at 4% or $112,742 at 6%; with 50% employer match about $112,742 at 4% or $75,161 at 6%; with 100% employer match about $84,556 at 4% or $56,371 at 6%.
Dpfg 401(K) Plan-26$271,758$175,877$6,765iApproximate average salary by contribution assumption: employee only about $169,113 at 4% or $112,742 at 6%; with 50% employer match about $112,742 at 4% or $75,161 at 6%; with 100% employer match about $84,556 at 4% or $56,371 at 6%.
2008130$63,153$60,581$2,019iApproximate average salary by contribution assumption: employee only about $50,484 at 4% or $33,656 at 6%; with 50% employer match about $33,656 at 4% or $22,437 at 6%; with 100% employer match about $25,242 at 4% or $16,828 at 6%.
Dpfg 401(K) Plan-30$63,153$60,581$2,019iApproximate average salary by contribution assumption: employee only about $50,484 at 4% or $33,656 at 6%; with 50% employer match about $33,656 at 4% or $22,437 at 6%; with 100% employer match about $25,242 at 4% or $16,828 at 6%.