Civic Intelligence

Canella Financial Group Inc.

Plan context: Canella Financial Group Inc. 401(K) Profit Sharing Plan

EIN 25-1870349 • Moon Township, PA • 8 filings • 1 plans

1150 Thorn Run RoadSuite 102Moon Township, PA 15108
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$659,806

2025 Contributions

$71,634

Historical Graphs

Total Assets Over Time

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

$659,806$329,903$0201820222025YearValue
$659,806Latest year 2025

Participants Over Time

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

320201820222025YearValue
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$659,806$71,634$23,878iApproximate average salary by contribution assumption: employee only about $596,950 at 4% or $397,967 at 6%; with 50% employer match about $397,967 at 4% or $265,311 at 6%; with 100% employer match about $298,475 at 4% or $198,983 at 6%.
Canella Financial Group Inc. 401(K) Profit Sharing Plan-3$659,806$71,634$23,878iApproximate average salary by contribution assumption: employee only about $596,950 at 4% or $397,967 at 6%; with 50% employer match about $397,967 at 4% or $265,311 at 6%; with 100% employer match about $298,475 at 4% or $198,983 at 6%.
202413$479,240$69,981$23,327iApproximate average salary by contribution assumption: employee only about $583,175 at 4% or $388,783 at 6%; with 50% employer match about $388,783 at 4% or $259,189 at 6%; with 100% employer match about $291,588 at 4% or $194,392 at 6%.
Canella Financial Group Inc. 401(K) Profit Sharing Plan-3$479,240$69,981$23,327iApproximate average salary by contribution assumption: employee only about $583,175 at 4% or $388,783 at 6%; with 50% employer match about $388,783 at 4% or $259,189 at 6%; with 100% employer match about $291,588 at 4% or $194,392 at 6%.
202312$330,958$67,158$33,579iApproximate average salary by contribution assumption: employee only about $839,475 at 4% or $559,650 at 6%; with 50% employer match about $559,650 at 4% or $373,100 at 6%; with 100% employer match about $419,738 at 4% or $279,825 at 6%.
Canella Financial Group Inc. 401(K) Profit Sharing Plan-2$330,958$67,158$33,579iApproximate average salary by contribution assumption: employee only about $839,475 at 4% or $559,650 at 6%; with 50% employer match about $559,650 at 4% or $373,100 at 6%; with 100% employer match about $419,738 at 4% or $279,825 at 6%.
202213$205,431$63,864$21,288iApproximate average salary by contribution assumption: employee only about $532,200 at 4% or $354,800 at 6%; with 50% employer match about $354,800 at 4% or $236,533 at 6%; with 100% employer match about $266,100 at 4% or $177,400 at 6%.
Canella Financial Group Inc. 401(K) Profit Sharing Plan-3$205,431$63,864$21,288iApproximate average salary by contribution assumption: employee only about $532,200 at 4% or $354,800 at 6%; with 50% employer match about $354,800 at 4% or $236,533 at 6%; with 100% employer match about $266,100 at 4% or $177,400 at 6%.
202112$195,540$30,512$15,256iApproximate average salary by contribution assumption: employee only about $381,400 at 4% or $254,267 at 6%; with 50% employer match about $254,267 at 4% or $169,511 at 6%; with 100% employer match about $190,700 at 4% or $127,133 at 6%.
Canella Financial Group Inc. 401(K) Profit Sharing Plan-2$195,540$30,512$15,256iApproximate average salary by contribution assumption: employee only about $381,400 at 4% or $254,267 at 6%; with 50% employer match about $254,267 at 4% or $169,511 at 6%; with 100% employer match about $190,700 at 4% or $127,133 at 6%.
202011$138,993$49,625$49,625iApproximate average salary by contribution assumption: employee only about $1,240,625 at 4% or $827,083 at 6%; with 50% employer match about $827,083 at 4% or $551,389 at 6%; with 100% employer match about $620,313 at 4% or $413,542 at 6%.
Canella Financial Group Inc. 401(K) Profit Sharing Plan-1$138,993$49,625$49,625iApproximate average salary by contribution assumption: employee only about $1,240,625 at 4% or $827,083 at 6%; with 50% employer match about $827,083 at 4% or $551,389 at 6%; with 100% employer match about $620,313 at 4% or $413,542 at 6%.
201912$67,134$30,305$15,153iApproximate average salary by contribution assumption: employee only about $378,813 at 4% or $252,542 at 6%; with 50% employer match about $252,542 at 4% or $168,361 at 6%; with 100% employer match about $189,406 at 4% or $126,271 at 6%.
Canella Financial Group Inc. 401(K) Profit Sharing Plan-2$67,134$30,305$15,153iApproximate average salary by contribution assumption: employee only about $378,813 at 4% or $252,542 at 6%; with 50% employer match about $252,542 at 4% or $168,361 at 6%; with 100% employer match about $189,406 at 4% or $126,271 at 6%.
201812$26,183$28,700$14,350iApproximate average salary by contribution assumption: employee only about $358,750 at 4% or $239,167 at 6%; with 50% employer match about $239,167 at 4% or $159,444 at 6%; with 100% employer match about $179,375 at 4% or $119,583 at 6%.
Canella Financial Group Inc. 401(K) Profit Sharing Plan-2$26,183$28,700$14,350iApproximate average salary by contribution assumption: employee only about $358,750 at 4% or $239,167 at 6%; with 50% employer match about $239,167 at 4% or $159,444 at 6%; with 100% employer match about $179,375 at 4% or $119,583 at 6%.