Civic Intelligence

EFFI FINANCE, INC.

Plan context: EFFI FINANCE 401(K) PLAN

EIN 26-2043168 • Newport Beach, CA • 5 filings • 1 plans

4590 Macarthur Blvd500Newport Beach, CA 92660
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$128,872

2025 Contributions

$33,630

Historical Graphs

Total Assets Over Time

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

$128,872$64,436$0202120232025YearValue
$128,872Latest year 2025

Participants Over Time

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

1050202120232025YearValue
7Latest 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
202517$128,872$33,630$4,804iApproximate average salary by contribution assumption: employee only about $120,107 at 4% or $80,071 at 6%; with 50% employer match about $80,071 at 4% or $53,381 at 6%; with 100% employer match about $60,054 at 4% or $40,036 at 6%.
EFFI FINANCE 401(K) PLAN-7$128,872$33,630$4,804iApproximate average salary by contribution assumption: employee only about $120,107 at 4% or $80,071 at 6%; with 50% employer match about $80,071 at 4% or $53,381 at 6%; with 100% employer match about $60,054 at 4% or $40,036 at 6%.
202419$111,816$8,133$904iApproximate average salary by contribution assumption: employee only about $22,592 at 4% or $15,061 at 6%; with 50% employer match about $15,061 at 4% or $10,041 at 6%; with 100% employer match about $11,296 at 4% or $7,531 at 6%.
EFFI FINANCE 401(K) PLAN-9$111,816$8,133$904iApproximate average salary by contribution assumption: employee only about $22,592 at 4% or $15,061 at 6%; with 50% employer match about $15,061 at 4% or $10,041 at 6%; with 100% employer match about $11,296 at 4% or $7,531 at 6%.
2023110$113,419$55,013$5,501iApproximate average salary by contribution assumption: employee only about $137,533 at 4% or $91,688 at 6%; with 50% employer match about $91,688 at 4% or $61,126 at 6%; with 100% employer match about $68,766 at 4% or $45,844 at 6%.
EFFI FINANCE 401(K) PLAN-10$113,419$55,013$5,501iApproximate average salary by contribution assumption: employee only about $137,533 at 4% or $91,688 at 6%; with 50% employer match about $91,688 at 4% or $61,126 at 6%; with 100% employer match about $68,766 at 4% or $45,844 at 6%.
202215$54,642$40,117$8,023iApproximate average salary by contribution assumption: employee only about $200,585 at 4% or $133,723 at 6%; with 50% employer match about $133,723 at 4% or $89,149 at 6%; with 100% employer match about $100,293 at 4% or $66,862 at 6%.
EFFI FINANCE 401(K) PLAN-5$54,642$40,117$8,023iApproximate average salary by contribution assumption: employee only about $200,585 at 4% or $133,723 at 6%; with 50% employer match about $133,723 at 4% or $89,149 at 6%; with 100% employer match about $100,293 at 4% or $66,862 at 6%.
202115$20,140$19,597$3,919iApproximate average salary by contribution assumption: employee only about $97,985 at 4% or $65,323 at 6%; with 50% employer match about $65,323 at 4% or $43,549 at 6%; with 100% employer match about $48,993 at 4% or $32,662 at 6%.
EFFI FINANCE 401(K) PLAN-5$20,140$19,597$3,919iApproximate average salary by contribution assumption: employee only about $97,985 at 4% or $65,323 at 6%; with 50% employer match about $65,323 at 4% or $43,549 at 6%; with 100% employer match about $48,993 at 4% or $32,662 at 6%.