Civic Intelligence

FRANCIS FINANCIAL SERVICES INC

Plan context: FRANCIS FINANCIAL SERVICES INC 401K PLAN

EIN 22-3966381 • Vacaville, CA • 9 filings • 1 plans

785 Alamo Drive Suite 190Vacaville, CA 95688
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,259,961

2025 Contributions

$82,757

Historical Graphs

Total Assets Over Time

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

$1,259,961$629,981$0201720212025YearValue
$1,259,961Latest year 2025

Participants Over Time

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

320201720212025YearValue
3Latest 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
202513$1,259,961$82,757$27,586iApproximate average salary by contribution assumption: employee only about $689,642 at 4% or $459,761 at 6%; with 50% employer match about $459,761 at 4% or $306,507 at 6%; with 100% employer match about $344,821 at 4% or $229,881 at 6%.
FRANCIS FINANCIAL SERVICES INC 401K PLAN-3$1,259,961$82,757$27,586iApproximate average salary by contribution assumption: employee only about $689,642 at 4% or $459,761 at 6%; with 50% employer match about $459,761 at 4% or $306,507 at 6%; with 100% employer match about $344,821 at 4% or $229,881 at 6%.
202413$968,180$79,609$26,536iApproximate average salary by contribution assumption: employee only about $663,408 at 4% or $442,272 at 6%; with 50% employer match about $442,272 at 4% or $294,848 at 6%; with 100% employer match about $331,704 at 4% or $221,136 at 6%.
FRANCIS FINANCIAL SERVICES INC 401K PLAN-3$968,180$79,609$26,536iApproximate average salary by contribution assumption: employee only about $663,408 at 4% or $442,272 at 6%; with 50% employer match about $442,272 at 4% or $294,848 at 6%; with 100% employer match about $331,704 at 4% or $221,136 at 6%.
202313$767,684$119,426$39,809iApproximate average salary by contribution assumption: employee only about $995,217 at 4% or $663,478 at 6%; with 50% employer match about $663,478 at 4% or $442,319 at 6%; with 100% employer match about $497,608 at 4% or $331,739 at 6%.
FRANCIS FINANCIAL SERVICES INC 401K PLAN-3$767,684$119,426$39,809iApproximate average salary by contribution assumption: employee only about $995,217 at 4% or $663,478 at 6%; with 50% employer match about $663,478 at 4% or $442,319 at 6%; with 100% employer match about $497,608 at 4% or $331,739 at 6%.
202213$530,281$117,592$39,197iApproximate average salary by contribution assumption: employee only about $979,933 at 4% or $653,289 at 6%; with 50% employer match about $653,289 at 4% or $435,526 at 6%; with 100% employer match about $489,967 at 4% or $326,644 at 6%.
FRANCIS FINANCIAL SERVICES INC 401K PLAN-3$530,281$117,592$39,197iApproximate average salary by contribution assumption: employee only about $979,933 at 4% or $653,289 at 6%; with 50% employer match about $653,289 at 4% or $435,526 at 6%; with 100% employer match about $489,967 at 4% or $326,644 at 6%.
202113$494,626$94,369$31,456iApproximate average salary by contribution assumption: employee only about $786,408 at 4% or $524,272 at 6%; with 50% employer match about $524,272 at 4% or $349,515 at 6%; with 100% employer match about $393,204 at 4% or $262,136 at 6%.
FRANCIS FINANCIAL SERVICES INC 401K PLAN-3$494,626$94,369$31,456iApproximate average salary by contribution assumption: employee only about $786,408 at 4% or $524,272 at 6%; with 50% employer match about $524,272 at 4% or $349,515 at 6%; with 100% employer match about $393,204 at 4% or $262,136 at 6%.
202012$760,444$67,939$33,970iApproximate average salary by contribution assumption: employee only about $849,238 at 4% or $566,158 at 6%; with 50% employer match about $566,158 at 4% or $377,439 at 6%; with 100% employer match about $424,619 at 4% or $283,079 at 6%.
FRANCIS FINANCIAL SERVICES INC 401K PLAN-2$760,444$67,939$33,970iApproximate average salary by contribution assumption: employee only about $849,238 at 4% or $566,158 at 6%; with 50% employer match about $566,158 at 4% or $377,439 at 6%; with 100% employer match about $424,619 at 4% or $283,079 at 6%.
201912$516,568$63,891$31,946iApproximate average salary by contribution assumption: employee only about $798,638 at 4% or $532,425 at 6%; with 50% employer match about $532,425 at 4% or $354,950 at 6%; with 100% employer match about $399,319 at 4% or $266,213 at 6%.
FRANCIS FINANCIAL SERVICES INC 401K PLAN-2$516,568$63,891$31,946iApproximate average salary by contribution assumption: employee only about $798,638 at 4% or $532,425 at 6%; with 50% employer match about $532,425 at 4% or $354,950 at 6%; with 100% employer match about $399,319 at 4% or $266,213 at 6%.
201812$340,820$61,656$30,828iApproximate average salary by contribution assumption: employee only about $770,700 at 4% or $513,800 at 6%; with 50% employer match about $513,800 at 4% or $342,533 at 6%; with 100% employer match about $385,350 at 4% or $256,900 at 6%.
FRANCIS FINANCIAL SERVICES INC 401K PLAN-2$340,820$61,656$30,828iApproximate average salary by contribution assumption: employee only about $770,700 at 4% or $513,800 at 6%; with 50% employer match about $513,800 at 4% or $342,533 at 6%; with 100% employer match about $385,350 at 4% or $256,900 at 6%.
201712$309,375$281,985$140,993iApproximate average salary by contribution assumption: employee only about $3,524,813 at 4% or $2,349,875 at 6%; with 50% employer match about $2,349,875 at 4% or $1,566,583 at 6%; with 100% employer match about $1,762,406 at 4% or $1,174,938 at 6%.
FRANCIS FINANCIAL SERVICES INC 401K PLAN-2$309,375$281,985$140,993iApproximate average salary by contribution assumption: employee only about $3,524,813 at 4% or $2,349,875 at 6%; with 50% employer match about $2,349,875 at 4% or $1,566,583 at 6%; with 100% employer match about $1,762,406 at 4% or $1,174,938 at 6%.