Civic Intelligence

Zivney Financial Group LLC

Plan context: ZIVNEY FINANCIAL GROUP, LLC CASH BALANCE PLAN

EIN 20-8227940 • Bend, OR • 16 filings • 2 plans

25 NW Irving AveBend, OR 97703-2011
Current Snapshot

Latest Year

2023

2023 Participants

1

2023 Assets

$1,347,473

2023 Contributions

$400,000

Historical Graphs

Total Assets Over Time

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

$2,075,980$1,037,990$0201420192023YearValue
$1,347,473Latest year 2023

Participants Over Time

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

320201420192023YearValue
1Latest 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
202321$1,347,473$400,000$400,000iApproximate average salary by contribution assumption: employee only about $10,000,000 at 4% or $6,666,667 at 6%; with 50% employer match about $6,666,667 at 4% or $4,444,444 at 6%; with 100% employer match about $5,000,000 at 4% or $3,333,333 at 6%.
ZIVNEY FINANCIAL GROUP, LLC CASH BALANCE PLAN-1$1,347,473$400,000$400,000iApproximate average salary by contribution assumption: employee only about $10,000,000 at 4% or $6,666,667 at 6%; with 50% employer match about $6,666,667 at 4% or $4,444,444 at 6%; with 100% employer match about $5,000,000 at 4% or $3,333,333 at 6%.
Zivney Financial Group LLC 401(K) Plan-0$0$0-
202223$2,075,980$513,320$171,107iApproximate average salary by contribution assumption: employee only about $4,277,667 at 4% or $2,851,778 at 6%; with 50% employer match about $2,851,778 at 4% or $1,901,185 at 6%; with 100% employer match about $2,138,833 at 4% or $1,425,889 at 6%.
Zivney Financial Group LLC 401(K) Plan-3$1,223,095$68,046$22,682iApproximate average salary by contribution assumption: employee only about $567,050 at 4% or $378,033 at 6%; with 50% employer match about $378,033 at 4% or $252,022 at 6%; with 100% employer match about $283,525 at 4% or $189,017 at 6%.
ZIVNEY FINANCIAL GROUP, LLC CASH BALANCE PLAN-3$852,885$445,274$148,425iApproximate average salary by contribution assumption: employee only about $3,710,617 at 4% or $2,473,744 at 6%; with 50% employer match about $2,473,744 at 4% or $1,649,163 at 6%; with 100% employer match about $1,855,308 at 4% or $1,236,872 at 6%.
202123$1,864,665$188,786$62,929iApproximate average salary by contribution assumption: employee only about $1,573,217 at 4% or $1,048,811 at 6%; with 50% employer match about $1,048,811 at 4% or $699,207 at 6%; with 100% employer match about $786,608 at 4% or $524,406 at 6%.
Zivney Financial Group LLC 401(K) Plan-3$1,396,925$88,786$29,595iApproximate average salary by contribution assumption: employee only about $739,883 at 4% or $493,256 at 6%; with 50% employer match about $493,256 at 4% or $328,837 at 6%; with 100% employer match about $369,942 at 4% or $246,628 at 6%.
ZIVNEY FINANCIAL GROUP, LLC CASH BALANCE PLAN-3$467,740$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
202023$1,456,817$180,662$60,221iApproximate average salary by contribution assumption: employee only about $1,505,517 at 4% or $1,003,678 at 6%; with 50% employer match about $1,003,678 at 4% or $669,119 at 6%; with 100% employer match about $752,758 at 4% or $501,839 at 6%.
Zivney Financial Group LLC 401(K) Plan-3$1,127,476$80,662$26,887iApproximate average salary by contribution assumption: employee only about $672,183 at 4% or $448,122 at 6%; with 50% employer match about $448,122 at 4% or $298,748 at 6%; with 100% employer match about $336,092 at 4% or $224,061 at 6%.
ZIVNEY FINANCIAL GROUP, LLC CASH BALANCE PLAN-2$329,341$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201922$1,084,348$171,065$85,533iApproximate average salary by contribution assumption: employee only about $2,138,313 at 4% or $1,425,542 at 6%; with 50% employer match about $1,425,542 at 4% or $950,361 at 6%; with 100% employer match about $1,069,156 at 4% or $712,771 at 6%.
Zivney Financial Group LLC 401(K) Plan-2$880,170$77,330$38,665iApproximate average salary by contribution assumption: employee only about $966,625 at 4% or $644,417 at 6%; with 50% employer match about $644,417 at 4% or $429,611 at 6%; with 100% employer match about $483,313 at 4% or $322,208 at 6%.
ZIVNEY FINANCIAL GROUP, LLC CASH BALANCE PLAN-2$204,178$93,735$46,868iApproximate average salary by contribution assumption: employee only about $1,171,688 at 4% or $781,125 at 6%; with 50% employer match about $781,125 at 4% or $520,750 at 6%; with 100% employer match about $585,844 at 4% or $390,563 at 6%.
201822$719,952$167,217$83,609iApproximate average salary by contribution assumption: employee only about $2,090,213 at 4% or $1,393,475 at 6%; with 50% employer match about $1,393,475 at 4% or $928,983 at 6%; with 100% employer match about $1,045,106 at 4% or $696,738 at 6%.
Zivney Financial Group LLC 401(K) Plan-2$619,952$67,217$33,609iApproximate average salary by contribution assumption: employee only about $840,213 at 4% or $560,142 at 6%; with 50% employer match about $560,142 at 4% or $373,428 at 6%; with 100% employer match about $420,106 at 4% or $280,071 at 6%.
ZIVNEY FINANCIAL GROUP, LLC CASH BALANCE PLAN-2$100,000$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201712$587,513$373,453$186,727iApproximate average salary by contribution assumption: employee only about $4,668,163 at 4% or $3,112,108 at 6%; with 50% employer match about $3,112,108 at 4% or $2,074,739 at 6%; with 100% employer match about $2,334,081 at 4% or $1,556,054 at 6%.
Zivney Financial Group LLC 401(K) Plan-2$587,513$373,453$186,727iApproximate average salary by contribution assumption: employee only about $4,668,163 at 4% or $3,112,108 at 6%; with 50% employer match about $3,112,108 at 4% or $2,074,739 at 6%; with 100% employer match about $2,334,081 at 4% or $1,556,054 at 6%.
201612$141,201$34,825$17,413iApproximate average salary by contribution assumption: employee only about $435,313 at 4% or $290,208 at 6%; with 50% employer match about $290,208 at 4% or $193,472 at 6%; with 100% employer match about $217,656 at 4% or $145,104 at 6%.
Zivney Financial Group LLC 401(K) Plan-2$141,201$34,825$17,413iApproximate average salary by contribution assumption: employee only about $435,313 at 4% or $290,208 at 6%; with 50% employer match about $290,208 at 4% or $193,472 at 6%; with 100% employer match about $217,656 at 4% or $145,104 at 6%.
201512$99,331$76,019$38,010iApproximate average salary by contribution assumption: employee only about $950,238 at 4% or $633,492 at 6%; with 50% employer match about $633,492 at 4% or $422,328 at 6%; with 100% employer match about $475,119 at 4% or $316,746 at 6%.
Zivney Financial Group LLC 401(K) Plan-2$99,331$76,019$38,010iApproximate average salary by contribution assumption: employee only about $950,238 at 4% or $633,492 at 6%; with 50% employer match about $633,492 at 4% or $422,328 at 6%; with 100% employer match about $475,119 at 4% or $316,746 at 6%.
201412$44,475$42,842$21,421iApproximate average salary by contribution assumption: employee only about $535,525 at 4% or $357,017 at 6%; with 50% employer match about $357,017 at 4% or $238,011 at 6%; with 100% employer match about $267,763 at 4% or $178,508 at 6%.
Zivney Financial Group LLC 401(K) Plan-2$44,475$42,842$21,421iApproximate average salary by contribution assumption: employee only about $535,525 at 4% or $357,017 at 6%; with 50% employer match about $357,017 at 4% or $238,011 at 6%; with 100% employer match about $267,763 at 4% or $178,508 at 6%.