Civic Intelligence

Foothill Financial Advisors

Plan context: Foothill Financial Advisors 401(K) P/S Plan

EIN 27-0582904 • Claremont, CA • 13 filings • 2 plans

250 W First StSuite 248Claremont, CA 91711
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$636,575

2024 Contributions

$29,192

Historical Graphs

Total Assets Over Time

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

$636,575$318,288$0201220182024YearValue
$636,575Latest year 2024

Participants Over Time

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

530201220182024YearValue
5Latest 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
202415$636,575$29,192$5,838iApproximate average salary by contribution assumption: employee only about $145,960 at 4% or $97,307 at 6%; with 50% employer match about $97,307 at 4% or $64,871 at 6%; with 100% employer match about $72,980 at 4% or $48,653 at 6%.
Foothill Financial Advisors 401(K) P/S Plan-5$636,575$29,192$5,838iApproximate average salary by contribution assumption: employee only about $145,960 at 4% or $97,307 at 6%; with 50% employer match about $97,307 at 4% or $64,871 at 6%; with 100% employer match about $72,980 at 4% or $48,653 at 6%.
202315$523,054$34,203$6,841iApproximate average salary by contribution assumption: employee only about $171,015 at 4% or $114,010 at 6%; with 50% employer match about $114,010 at 4% or $76,007 at 6%; with 100% employer match about $85,508 at 4% or $57,005 at 6%.
Foothill Financial Advisors 401(K) P/S Plan-5$523,054$34,203$6,841iApproximate average salary by contribution assumption: employee only about $171,015 at 4% or $114,010 at 6%; with 50% employer match about $114,010 at 4% or $76,007 at 6%; with 100% employer match about $85,508 at 4% or $57,005 at 6%.
202215$408,263$33,231$6,646iApproximate average salary by contribution assumption: employee only about $166,155 at 4% or $110,770 at 6%; with 50% employer match about $110,770 at 4% or $73,847 at 6%; with 100% employer match about $83,078 at 4% or $55,385 at 6%.
Foothill Financial Advisors 401(K) P/S Plan-5$408,263$33,231$6,646iApproximate average salary by contribution assumption: employee only about $166,155 at 4% or $110,770 at 6%; with 50% employer match about $110,770 at 4% or $73,847 at 6%; with 100% employer match about $83,078 at 4% or $55,385 at 6%.
202115$453,718$31,725$6,345iApproximate average salary by contribution assumption: employee only about $158,625 at 4% or $105,750 at 6%; with 50% employer match about $105,750 at 4% or $70,500 at 6%; with 100% employer match about $79,313 at 4% or $52,875 at 6%.
Foothill Financial Advisors 401(K) P/S Plan-5$453,718$31,725$6,345iApproximate average salary by contribution assumption: employee only about $158,625 at 4% or $105,750 at 6%; with 50% employer match about $105,750 at 4% or $70,500 at 6%; with 100% employer match about $79,313 at 4% or $52,875 at 6%.
202015$354,619$30,337$6,067iApproximate average salary by contribution assumption: employee only about $151,685 at 4% or $101,123 at 6%; with 50% employer match about $101,123 at 4% or $67,416 at 6%; with 100% employer match about $75,843 at 4% or $50,562 at 6%.
Foothill Financial Advisors 401(K) P/S Plan-5$354,619$30,337$6,067iApproximate average salary by contribution assumption: employee only about $151,685 at 4% or $101,123 at 6%; with 50% employer match about $101,123 at 4% or $67,416 at 6%; with 100% employer match about $75,843 at 4% or $50,562 at 6%.
201915$280,475$22,300$4,460iApproximate average salary by contribution assumption: employee only about $111,500 at 4% or $74,333 at 6%; with 50% employer match about $74,333 at 4% or $49,556 at 6%; with 100% employer match about $55,750 at 4% or $37,167 at 6%.
Foothill Financial Advisors 401(K) P/S Plan-5$280,475$22,300$4,460iApproximate average salary by contribution assumption: employee only about $111,500 at 4% or $74,333 at 6%; with 50% employer match about $74,333 at 4% or $49,556 at 6%; with 100% employer match about $55,750 at 4% or $37,167 at 6%.
201815$216,395$18,319$3,664iApproximate average salary by contribution assumption: employee only about $91,595 at 4% or $61,063 at 6%; with 50% employer match about $61,063 at 4% or $40,709 at 6%; with 100% employer match about $45,798 at 4% or $30,532 at 6%.
Foothill Financial Advisors 401(K) P/S Plan-5$216,395$18,319$3,664iApproximate average salary by contribution assumption: employee only about $91,595 at 4% or $61,063 at 6%; with 50% employer match about $61,063 at 4% or $40,709 at 6%; with 100% employer match about $45,798 at 4% or $30,532 at 6%.
201715$208,847$17,722$3,544iApproximate average salary by contribution assumption: employee only about $88,610 at 4% or $59,073 at 6%; with 50% employer match about $59,073 at 4% or $39,382 at 6%; with 100% employer match about $44,305 at 4% or $29,537 at 6%.
Foothill Financial Advisors 401(K) P/S Plan-5$208,847$17,722$3,544iApproximate average salary by contribution assumption: employee only about $88,610 at 4% or $59,073 at 6%; with 50% employer match about $59,073 at 4% or $39,382 at 6%; with 100% employer match about $44,305 at 4% or $29,537 at 6%.
201615$171,836$25,358$5,072iApproximate average salary by contribution assumption: employee only about $126,790 at 4% or $84,527 at 6%; with 50% employer match about $84,527 at 4% or $56,351 at 6%; with 100% employer match about $63,395 at 4% or $42,263 at 6%.
Foothill Financial Advisors 401(K) P/S Plan-5$171,836$25,358$5,072iApproximate average salary by contribution assumption: employee only about $126,790 at 4% or $84,527 at 6%; with 50% employer match about $84,527 at 4% or $56,351 at 6%; with 100% employer match about $63,395 at 4% or $42,263 at 6%.
201514$135,484$23,851$5,963iApproximate average salary by contribution assumption: employee only about $149,069 at 4% or $99,379 at 6%; with 50% employer match about $99,379 at 4% or $66,253 at 6%; with 100% employer match about $74,534 at 4% or $49,690 at 6%.
Foothill Financial Advisors 401(K) P/S Plan-4$135,484$23,851$5,963iApproximate average salary by contribution assumption: employee only about $149,069 at 4% or $99,379 at 6%; with 50% employer match about $99,379 at 4% or $66,253 at 6%; with 100% employer match about $74,534 at 4% or $49,690 at 6%.
201414$111,604$97,583$24,396iApproximate average salary by contribution assumption: employee only about $609,894 at 4% or $406,596 at 6%; with 50% employer match about $406,596 at 4% or $271,064 at 6%; with 100% employer match about $304,947 at 4% or $203,298 at 6%.
Foothill Financial Advisors 401(K) P/S Plan-4$111,604$97,583$24,396iApproximate average salary by contribution assumption: employee only about $609,894 at 4% or $406,596 at 6%; with 50% employer match about $406,596 at 4% or $271,064 at 6%; with 100% employer match about $304,947 at 4% or $203,298 at 6%.
201313$12,203$9,884$3,295iApproximate average salary by contribution assumption: employee only about $82,367 at 4% or $54,911 at 6%; with 50% employer match about $54,911 at 4% or $36,607 at 6%; with 100% employer match about $41,183 at 4% or $27,456 at 6%.
Foothill Financial Advisors 401(K) P/S Plan-3$12,203$9,884$3,295iApproximate average salary by contribution assumption: employee only about $82,367 at 4% or $54,911 at 6%; with 50% employer match about $54,911 at 4% or $36,607 at 6%; with 100% employer match about $41,183 at 4% or $27,456 at 6%.
201211$1,543$1,500$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
Foothill Financial Advisors 401(K) P/S Plan-1$1,543$1,500$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.