Civic Intelligence

Geneva Financial LLC

Plan context: Geneva Financial LLC 401(K) Plan

EIN 26-1589507 • Tempe, AZ • 17 filings • 2 plans

1018 E Guadalupe RoadTempe, AZ 85283
Current Snapshot

Latest Year

2024

2024 Participants

487

2024 Assets

$5,317,478

2024 Contributions

$1,143,297

Historical Graphs

Total Assets Over Time

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

$5,317,478$2,658,739$0201420192024YearValue
$5,317,478Latest year 2024

Participants Over Time

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

5972990201420192024YearValue
487Latest year 2024

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
20242487$5,317,478$1,143,297$2,348iApproximate average salary by contribution assumption: employee only about $58,691 at 4% or $39,127 at 6%; with 50% employer match about $39,127 at 4% or $26,085 at 6%; with 100% employer match about $29,345 at 4% or $19,564 at 6%.
Geneva Financial LLC 401(K) Plan-487$5,317,478$1,143,297$2,348iApproximate average salary by contribution assumption: employee only about $58,691 at 4% or $39,127 at 6%; with 50% employer match about $39,127 at 4% or $26,085 at 6%; with 100% employer match about $29,345 at 4% or $19,564 at 6%.
Geneva Financial Welfare Benefit Plan-229---
20232526$4,793,342$1,445,397$2,748iApproximate average salary by contribution assumption: employee only about $68,698 at 4% or $45,798 at 6%; with 50% employer match about $45,798 at 4% or $30,532 at 6%; with 100% employer match about $34,349 at 4% or $22,899 at 6%.
Geneva Financial LLC 401(K) Plan-526$4,793,342$1,445,397$2,748iApproximate average salary by contribution assumption: employee only about $68,698 at 4% or $45,798 at 6%; with 50% employer match about $45,798 at 4% or $30,532 at 6%; with 100% employer match about $34,349 at 4% or $22,899 at 6%.
Geneva Financial Welfare Benefit Plan-291---
20222491$3,934,548$1,506,037$3,067iApproximate average salary by contribution assumption: employee only about $76,682 at 4% or $51,121 at 6%; with 50% employer match about $51,121 at 4% or $34,081 at 6%; with 100% employer match about $38,341 at 4% or $25,561 at 6%.
Geneva Financial LLC 401(K) Plan-491$3,934,548$1,506,037$3,067iApproximate average salary by contribution assumption: employee only about $76,682 at 4% or $51,121 at 6%; with 50% employer match about $51,121 at 4% or $34,081 at 6%; with 100% employer match about $38,341 at 4% or $25,561 at 6%.
Geneva Financial Welfare Benefit Plan-287---
20212597$3,630,509$1,666,786$2,792iApproximate average salary by contribution assumption: employee only about $69,798 at 4% or $46,532 at 6%; with 50% employer match about $46,532 at 4% or $31,022 at 6%; with 100% employer match about $34,899 at 4% or $23,266 at 6%.
Geneva Financial LLC 401(K) Plan-597$3,630,509$1,666,786$2,792iApproximate average salary by contribution assumption: employee only about $69,798 at 4% or $46,532 at 6%; with 50% employer match about $46,532 at 4% or $31,022 at 6%; with 100% employer match about $34,899 at 4% or $23,266 at 6%.
Geneva Financial Welfare Benefit Plan-273---
20202394$1,915,700$1,299,186$3,297iApproximate average salary by contribution assumption: employee only about $82,436 at 4% or $54,957 at 6%; with 50% employer match about $54,957 at 4% or $36,638 at 6%; with 100% employer match about $41,218 at 4% or $27,479 at 6%.
Geneva Financial LLC 401(K) Plan-394$1,915,700$1,299,186$3,297iApproximate average salary by contribution assumption: employee only about $82,436 at 4% or $54,957 at 6%; with 50% employer match about $54,957 at 4% or $36,638 at 6%; with 100% employer match about $41,218 at 4% or $27,479 at 6%.
Geneva Financial Welfare Benefit Plan-187---
20192273$782,873$279,131$1,022iApproximate average salary by contribution assumption: employee only about $25,561 at 4% or $17,041 at 6%; with 50% employer match about $17,041 at 4% or $11,361 at 6%; with 100% employer match about $12,781 at 4% or $8,520 at 6%.
Geneva Financial LLC 401(K) Plan-273$782,873$279,131$1,022iApproximate average salary by contribution assumption: employee only about $25,561 at 4% or $17,041 at 6%; with 50% employer match about $17,041 at 4% or $11,361 at 6%; with 100% employer match about $12,781 at 4% or $8,520 at 6%.
Geneva Financial Welfare Benefit Plan-128---
20181282$436,028$250,228$887iApproximate average salary by contribution assumption: employee only about $22,183 at 4% or $14,789 at 6%; with 50% employer match about $14,789 at 4% or $9,859 at 6%; with 100% employer match about $11,092 at 4% or $7,394 at 6%.
Geneva Financial LLC 401(K) Plan-282$436,028$250,228$887iApproximate average salary by contribution assumption: employee only about $22,183 at 4% or $14,789 at 6%; with 50% employer match about $14,789 at 4% or $9,859 at 6%; with 100% employer match about $11,092 at 4% or $7,394 at 6%.
20171116$367,327$144,351$1,244iApproximate average salary by contribution assumption: employee only about $31,110 at 4% or $20,740 at 6%; with 50% employer match about $20,740 at 4% or $13,827 at 6%; with 100% employer match about $15,555 at 4% or $10,370 at 6%.
Geneva Financial LLC 401(K) Plan-116$367,327$144,351$1,244iApproximate average salary by contribution assumption: employee only about $31,110 at 4% or $20,740 at 6%; with 50% employer match about $20,740 at 4% or $13,827 at 6%; with 100% employer match about $15,555 at 4% or $10,370 at 6%.
20161163$234,420$79,116$485iApproximate average salary by contribution assumption: employee only about $12,134 at 4% or $8,090 at 6%; with 50% employer match about $8,090 at 4% or $5,393 at 6%; with 100% employer match about $6,067 at 4% or $4,045 at 6%.
Geneva Financial LLC 401(K) Plan-163$234,420$79,116$485iApproximate average salary by contribution assumption: employee only about $12,134 at 4% or $8,090 at 6%; with 50% employer match about $8,090 at 4% or $5,393 at 6%; with 100% employer match about $6,067 at 4% or $4,045 at 6%.
2015118$154,186$164,040$9,113iApproximate average salary by contribution assumption: employee only about $227,833 at 4% or $151,889 at 6%; with 50% employer match about $151,889 at 4% or $101,259 at 6%; with 100% employer match about $113,917 at 4% or $75,944 at 6%.
Geneva Financial LLC 401(K) Plan-18$154,186$164,040$9,113iApproximate average salary by contribution assumption: employee only about $227,833 at 4% or $151,889 at 6%; with 50% employer match about $151,889 at 4% or $101,259 at 6%; with 100% employer match about $113,917 at 4% or $75,944 at 6%.
2014113$37,379$37,256$2,866iApproximate average salary by contribution assumption: employee only about $71,646 at 4% or $47,764 at 6%; with 50% employer match about $47,764 at 4% or $31,843 at 6%; with 100% employer match about $35,823 at 4% or $23,882 at 6%.
Geneva Financial LLC 401(K) Plan-13$37,379$37,256$2,866iApproximate average salary by contribution assumption: employee only about $71,646 at 4% or $47,764 at 6%; with 50% employer match about $47,764 at 4% or $31,843 at 6%; with 100% employer match about $35,823 at 4% or $23,882 at 6%.