Civic Intelligence

Financial Dimensions

Plan context: Financial Dimensions 401(K) Profit Sharing Plan

EIN 27-3497423 • Westlake Village, CA • 10 filings • 1 plans

4165 E. Thousand Oaks Blvd., #255Westlake Village, CA 91362
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$2,370,754

2025 Contributions

$1,300

Historical Graphs

Total Assets Over Time

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

$2,370,754$1,185,377$0201620212025YearValue
$2,370,754Latest year 2025

Participants Over Time

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

210201620212025YearValue
2Latest 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
202512$2,370,754$1,300$650iApproximate average salary by contribution assumption: employee only about $16,250 at 4% or $10,833 at 6%; with 50% employer match about $10,833 at 4% or $7,222 at 6%; with 100% employer match about $8,125 at 4% or $5,417 at 6%.
Financial Dimensions 401(K) Profit Sharing Plan-2$2,370,754$1,300$650iApproximate average salary by contribution assumption: employee only about $16,250 at 4% or $10,833 at 6%; with 50% employer match about $10,833 at 4% or $7,222 at 6%; with 100% employer match about $8,125 at 4% or $5,417 at 6%.
202412$2,157,558$2,132$1,066iApproximate average salary by contribution assumption: employee only about $26,650 at 4% or $17,767 at 6%; with 50% employer match about $17,767 at 4% or $11,844 at 6%; with 100% employer match about $13,325 at 4% or $8,883 at 6%.
Financial Dimensions 401(K) Profit Sharing Plan-2$2,157,558$2,132$1,066iApproximate average salary by contribution assumption: employee only about $26,650 at 4% or $17,767 at 6%; with 50% employer match about $17,767 at 4% or $11,844 at 6%; with 100% employer match about $13,325 at 4% or $8,883 at 6%.
202312$2,005,385$850$425iApproximate average salary by contribution assumption: employee only about $10,625 at 4% or $7,083 at 6%; with 50% employer match about $7,083 at 4% or $4,722 at 6%; with 100% employer match about $5,313 at 4% or $3,542 at 6%.
Financial Dimensions 401(K) Profit Sharing Plan-2$2,005,385$850$425iApproximate average salary by contribution assumption: employee only about $10,625 at 4% or $7,083 at 6%; with 50% employer match about $7,083 at 4% or $4,722 at 6%; with 100% employer match about $5,313 at 4% or $3,542 at 6%.
202212$1,818,558$600$300iApproximate average salary by contribution assumption: employee only about $7,500 at 4% or $5,000 at 6%; with 50% employer match about $5,000 at 4% or $3,333 at 6%; with 100% employer match about $3,750 at 4% or $2,500 at 6%.
Financial Dimensions 401(K) Profit Sharing Plan-2$1,818,558$600$300iApproximate average salary by contribution assumption: employee only about $7,500 at 4% or $5,000 at 6%; with 50% employer match about $5,000 at 4% or $3,333 at 6%; with 100% employer match about $3,750 at 4% or $2,500 at 6%.
202112$1,873,501$30,600$15,300iApproximate average salary by contribution assumption: employee only about $382,500 at 4% or $255,000 at 6%; with 50% employer match about $255,000 at 4% or $170,000 at 6%; with 100% employer match about $191,250 at 4% or $127,500 at 6%.
Financial Dimensions 401(K) Profit Sharing Plan-2$1,873,501$30,600$15,300iApproximate average salary by contribution assumption: employee only about $382,500 at 4% or $255,000 at 6%; with 50% employer match about $255,000 at 4% or $170,000 at 6%; with 100% employer match about $191,250 at 4% or $127,500 at 6%.
202012$1,500,904$25,600$12,800iApproximate average salary by contribution assumption: employee only about $320,000 at 4% or $213,333 at 6%; with 50% employer match about $213,333 at 4% or $142,222 at 6%; with 100% employer match about $160,000 at 4% or $106,667 at 6%.
Financial Dimensions 401(K) Profit Sharing Plan-2$1,500,904$25,600$12,800iApproximate average salary by contribution assumption: employee only about $320,000 at 4% or $213,333 at 6%; with 50% employer match about $213,333 at 4% or $142,222 at 6%; with 100% employer match about $160,000 at 4% or $106,667 at 6%.
201912$1,314,620$15,600$7,800iApproximate average salary by contribution assumption: employee only about $195,000 at 4% or $130,000 at 6%; with 50% employer match about $130,000 at 4% or $86,667 at 6%; with 100% employer match about $97,500 at 4% or $65,000 at 6%.
Financial Dimensions 401(K) Profit Sharing Plan-2$1,314,620$15,600$7,800iApproximate average salary by contribution assumption: employee only about $195,000 at 4% or $130,000 at 6%; with 50% employer match about $130,000 at 4% or $86,667 at 6%; with 100% employer match about $97,500 at 4% or $65,000 at 6%.
201812$1,157,605$600$300iApproximate average salary by contribution assumption: employee only about $7,500 at 4% or $5,000 at 6%; with 50% employer match about $5,000 at 4% or $3,333 at 6%; with 100% employer match about $3,750 at 4% or $2,500 at 6%.
Financial Dimensions 401(K) Profit Sharing Plan-2$1,157,605$600$300iApproximate average salary by contribution assumption: employee only about $7,500 at 4% or $5,000 at 6%; with 50% employer match about $5,000 at 4% or $3,333 at 6%; with 100% employer match about $3,750 at 4% or $2,500 at 6%.
201712$1,120,049$30,600$15,300iApproximate average salary by contribution assumption: employee only about $382,500 at 4% or $255,000 at 6%; with 50% employer match about $255,000 at 4% or $170,000 at 6%; with 100% employer match about $191,250 at 4% or $127,500 at 6%.
Financial Dimensions 401(K) Profit Sharing Plan-2$1,120,049$30,600$15,300iApproximate average salary by contribution assumption: employee only about $382,500 at 4% or $255,000 at 6%; with 50% employer match about $255,000 at 4% or $170,000 at 6%; with 100% employer match about $191,250 at 4% or $127,500 at 6%.
201612$952,762$550$275iApproximate average salary by contribution assumption: employee only about $6,875 at 4% or $4,583 at 6%; with 50% employer match about $4,583 at 4% or $3,056 at 6%; with 100% employer match about $3,438 at 4% or $2,292 at 6%.
Financial Dimensions 401(K) Profit Sharing Plan-2$952,762$550$275iApproximate average salary by contribution assumption: employee only about $6,875 at 4% or $4,583 at 6%; with 50% employer match about $4,583 at 4% or $3,056 at 6%; with 100% employer match about $3,438 at 4% or $2,292 at 6%.