Civic Intelligence

Core Financial Advisors Inc.

Plan context: Core Financial Advisors Inc. Profit Sharing 401(K) Plan

EIN 20-8648865 • San Bernardino, CA • 11 filings • 2 plans

1918 Business Center Dr.Suite 110San Bernardino, CA 92408
Current Snapshot

Latest Year

2016

2016 Participants

4

2016 Assets

$780,816

2016 Contributions

$39,733

Historical Graphs

Total Assets Over Time

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

$1,063,240$531,620$0200620122016YearValue
$780,816Latest year 2016

Participants Over Time

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

1050200620112016YearValue
4Latest year 2016

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
201614$780,816$39,733$9,933iApproximate average salary by contribution assumption: employee only about $248,331 at 4% or $165,554 at 6%; with 50% employer match about $165,554 at 4% or $110,369 at 6%; with 100% employer match about $124,166 at 4% or $82,777 at 6%.
Core Financial Advisors Inc. Profit Sharing 401(K) Plan-4$780,816$39,733$9,933iApproximate average salary by contribution assumption: employee only about $248,331 at 4% or $165,554 at 6%; with 50% employer match about $165,554 at 4% or $110,369 at 6%; with 100% employer match about $124,166 at 4% or $82,777 at 6%.
201514$721,936$16,910$4,228iApproximate average salary by contribution assumption: employee only about $105,688 at 4% or $70,458 at 6%; with 50% employer match about $70,458 at 4% or $46,972 at 6%; with 100% employer match about $52,844 at 4% or $35,229 at 6%.
Core Financial Advisors Inc. Profit Sharing 401(K) Plan-4$721,936$16,910$4,228iApproximate average salary by contribution assumption: employee only about $105,688 at 4% or $70,458 at 6%; with 50% employer match about $70,458 at 4% or $46,972 at 6%; with 100% employer match about $52,844 at 4% or $35,229 at 6%.
201414$700,170$4,063$1,016iApproximate average salary by contribution assumption: employee only about $25,394 at 4% or $16,929 at 6%; with 50% employer match about $16,929 at 4% or $11,286 at 6%; with 100% employer match about $12,697 at 4% or $8,465 at 6%.
Core Financial Advisors Inc. Profit Sharing 401(K) Plan-4$700,170$4,063$1,016iApproximate average salary by contribution assumption: employee only about $25,394 at 4% or $16,929 at 6%; with 50% employer match about $16,929 at 4% or $11,286 at 6%; with 100% employer match about $12,697 at 4% or $8,465 at 6%.
201316$727,713$8,563$1,427iApproximate average salary by contribution assumption: employee only about $35,679 at 4% or $23,786 at 6%; with 50% employer match about $23,786 at 4% or $15,857 at 6%; with 100% employer match about $17,840 at 4% or $11,893 at 6%.
Core Financial Advisors Inc. Profit Sharing 401(K) Plan-6$727,713$8,563$1,427iApproximate average salary by contribution assumption: employee only about $35,679 at 4% or $23,786 at 6%; with 50% employer match about $23,786 at 4% or $15,857 at 6%; with 100% employer match about $17,840 at 4% or $11,893 at 6%.
201217$884,771$15,982$2,283iApproximate average salary by contribution assumption: employee only about $57,079 at 4% or $38,052 at 6%; with 50% employer match about $38,052 at 4% or $25,368 at 6%; with 100% employer match about $28,539 at 4% or $19,026 at 6%.
Core Financial Advisors Inc. Profit Sharing 401(K) Plan-7$884,771$15,982$2,283iApproximate average salary by contribution assumption: employee only about $57,079 at 4% or $38,052 at 6%; with 50% employer match about $38,052 at 4% or $25,368 at 6%; with 100% employer match about $28,539 at 4% or $19,026 at 6%.
201117$970,045$8,836$1,262iApproximate average salary by contribution assumption: employee only about $31,557 at 4% or $21,038 at 6%; with 50% employer match about $21,038 at 4% or $14,025 at 6%; with 100% employer match about $15,779 at 4% or $10,519 at 6%.
Core Financial Advisors Inc. Profit Sharing 401(K) Plan-7$970,045$8,836$1,262iApproximate average salary by contribution assumption: employee only about $31,557 at 4% or $21,038 at 6%; with 50% employer match about $21,038 at 4% or $14,025 at 6%; with 100% employer match about $15,779 at 4% or $10,519 at 6%.
201017$1,052,296$16,042$2,292iApproximate average salary by contribution assumption: employee only about $57,293 at 4% or $38,195 at 6%; with 50% employer match about $38,195 at 4% or $25,463 at 6%; with 100% employer match about $28,646 at 4% or $19,098 at 6%.
Core Financial Advisors Inc. Profit Sharing 401(K) Plan-7$1,052,296$16,042$2,292iApproximate average salary by contribution assumption: employee only about $57,293 at 4% or $38,195 at 6%; with 50% employer match about $38,195 at 4% or $25,463 at 6%; with 100% employer match about $28,646 at 4% or $19,098 at 6%.
200919$1,000,961$17,626$1,958iApproximate average salary by contribution assumption: employee only about $48,961 at 4% or $32,641 at 6%; with 50% employer match about $32,641 at 4% or $21,760 at 6%; with 100% employer match about $24,481 at 4% or $16,320 at 6%.
Core Financial Advisors Inc. Profit Sharing 401(K) Plan-9$1,000,961$17,626$1,958iApproximate average salary by contribution assumption: employee only about $48,961 at 4% or $32,641 at 6%; with 50% employer match about $32,641 at 4% or $21,760 at 6%; with 100% employer match about $24,481 at 4% or $16,320 at 6%.
200817$1,063,240$164,809$23,544iApproximate average salary by contribution assumption: employee only about $588,604 at 4% or $392,402 at 6%; with 50% employer match about $392,402 at 4% or $261,602 at 6%; with 100% employer match about $294,302 at 4% or $196,201 at 6%.
Core Financial Advisors Inc. Profit Sharing 401(K) Plan-7$1,063,240$164,809$23,544iApproximate average salary by contribution assumption: employee only about $588,604 at 4% or $392,402 at 6%; with 50% employer match about $392,402 at 4% or $261,602 at 6%; with 100% employer match about $294,302 at 4% or $196,201 at 6%.
2007110$0$0-
Core Financial Advisors Inc. Profit Sharing 401(K) Plan-10---
200619$979,581$121,576$13,508iApproximate average salary by contribution assumption: employee only about $337,711 at 4% or $225,141 at 6%; with 50% employer match about $225,141 at 4% or $150,094 at 6%; with 100% employer match about $168,856 at 4% or $112,570 at 6%.
Core Financial Advisors Inc. Profit Sharing 401(K) Plan-9$979,581$121,576$13,508iApproximate average salary by contribution assumption: employee only about $337,711 at 4% or $225,141 at 6%; with 50% employer match about $225,141 at 4% or $150,094 at 6%; with 100% employer match about $168,856 at 4% or $112,570 at 6%.