Civic Intelligence

Ca Lending Inc., DBA, First Rate Financial Group

Plan context: First Rate Financial Group 401(K) Plan

EIN 32-0108231 • Westlake Village, CA • 12 filings • 2 plans

2625 Townsgate Road, Suite 320Westlake Village, CA 91361
Current Snapshot

Latest Year

2016

2016 Participants

34

2016 Assets

$1,665,617

2016 Contributions

$64,120

Historical Graphs

Total Assets Over Time

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

$1,665,617$832,809$0200520102015YearValue
$1,665,617Latest year 2015

Participants Over Time

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

34170200520102015YearValue
34Latest year 2015

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
201610$0$64,120-
First Rate Financial Group 401(K) Plan-0$0$64,120-
2015134$1,665,617$309,781$9,111iApproximate average salary by contribution assumption: employee only about $227,780 at 4% or $151,853 at 6%; with 50% employer match about $151,853 at 4% or $101,236 at 6%; with 100% employer match about $113,890 at 4% or $75,927 at 6%.
First Rate Financial Group 401(K) Plan-34$1,665,617$309,781$9,111iApproximate average salary by contribution assumption: employee only about $227,780 at 4% or $151,853 at 6%; with 50% employer match about $151,853 at 4% or $101,236 at 6%; with 100% employer match about $113,890 at 4% or $75,927 at 6%.
2014127$1,377,843$262,626$9,727iApproximate average salary by contribution assumption: employee only about $243,172 at 4% or $162,115 at 6%; with 50% employer match about $162,115 at 4% or $108,077 at 6%; with 100% employer match about $121,586 at 4% or $81,057 at 6%.
First Rate Financial Group 401(K) Plan-27$1,377,843$262,626$9,727iApproximate average salary by contribution assumption: employee only about $243,172 at 4% or $162,115 at 6%; with 50% employer match about $162,115 at 4% or $108,077 at 6%; with 100% employer match about $121,586 at 4% or $81,057 at 6%.
2013127$1,083,734$213,824$7,919iApproximate average salary by contribution assumption: employee only about $197,985 at 4% or $131,990 at 6%; with 50% employer match about $131,990 at 4% or $87,993 at 6%; with 100% employer match about $98,993 at 4% or $65,995 at 6%.
First Rate Financial Group 401(K) Plan-27$1,083,734$213,824$7,919iApproximate average salary by contribution assumption: employee only about $197,985 at 4% or $131,990 at 6%; with 50% employer match about $131,990 at 4% or $87,993 at 6%; with 100% employer match about $98,993 at 4% or $65,995 at 6%.
2012121$773,559$204,470$9,737iApproximate average salary by contribution assumption: employee only about $243,417 at 4% or $162,278 at 6%; with 50% employer match about $162,278 at 4% or $108,185 at 6%; with 100% employer match about $121,708 at 4% or $81,139 at 6%.
First Rate Financial Group 401(K) Plan-21$773,559$204,470$9,737iApproximate average salary by contribution assumption: employee only about $243,417 at 4% or $162,278 at 6%; with 50% employer match about $162,278 at 4% or $108,185 at 6%; with 100% employer match about $121,708 at 4% or $81,139 at 6%.
201119$513,576$102,385$11,376iApproximate average salary by contribution assumption: employee only about $284,403 at 4% or $189,602 at 6%; with 50% employer match about $189,602 at 4% or $126,401 at 6%; with 100% employer match about $142,201 at 4% or $94,801 at 6%.
First Rate Financial Group 401(K) Plan-9$513,576$102,385$11,376iApproximate average salary by contribution assumption: employee only about $284,403 at 4% or $189,602 at 6%; with 50% employer match about $189,602 at 4% or $126,401 at 6%; with 100% employer match about $142,201 at 4% or $94,801 at 6%.
201016$428,303$89,187$14,865iApproximate average salary by contribution assumption: employee only about $371,613 at 4% or $247,742 at 6%; with 50% employer match about $247,742 at 4% or $165,161 at 6%; with 100% employer match about $185,806 at 4% or $123,871 at 6%.
First Rate Financial Group 401(K) Plan-6$428,303$89,187$14,865iApproximate average salary by contribution assumption: employee only about $371,613 at 4% or $247,742 at 6%; with 50% employer match about $247,742 at 4% or $165,161 at 6%; with 100% employer match about $185,806 at 4% or $123,871 at 6%.
200914$315,778$61,110$15,278iApproximate average salary by contribution assumption: employee only about $381,938 at 4% or $254,625 at 6%; with 50% employer match about $254,625 at 4% or $169,750 at 6%; with 100% employer match about $190,969 at 4% or $127,313 at 6%.
First Rate Financial Group 401(K) Plan-4$315,778$61,110$15,278iApproximate average salary by contribution assumption: employee only about $381,938 at 4% or $254,625 at 6%; with 50% employer match about $254,625 at 4% or $169,750 at 6%; with 100% employer match about $190,969 at 4% or $127,313 at 6%.
200817$192,737$51,405$7,344iApproximate average salary by contribution assumption: employee only about $183,589 at 4% or $122,393 at 6%; with 50% employer match about $122,393 at 4% or $81,595 at 6%; with 100% employer match about $91,795 at 4% or $61,196 at 6%.
First Rate Financial Group 401(K) Plan-7$192,737$51,405$7,344iApproximate average salary by contribution assumption: employee only about $183,589 at 4% or $122,393 at 6%; with 50% employer match about $122,393 at 4% or $81,595 at 6%; with 100% employer match about $91,795 at 4% or $61,196 at 6%.
200717$226,998$58,243$8,320iApproximate average salary by contribution assumption: employee only about $208,011 at 4% or $138,674 at 6%; with 50% employer match about $138,674 at 4% or $92,449 at 6%; with 100% employer match about $104,005 at 4% or $69,337 at 6%.
First Rate Financial Group 401(K) Plan-7$226,998$58,243$8,320iApproximate average salary by contribution assumption: employee only about $208,011 at 4% or $138,674 at 6%; with 50% employer match about $138,674 at 4% or $92,449 at 6%; with 100% employer match about $104,005 at 4% or $69,337 at 6%.
200618$170,658$60,889$7,611iApproximate average salary by contribution assumption: employee only about $190,278 at 4% or $126,852 at 6%; with 50% employer match about $126,852 at 4% or $84,568 at 6%; with 100% employer match about $95,139 at 4% or $63,426 at 6%.
First Rate Financial Group 401(K) Plan-8$170,658$60,889$7,611iApproximate average salary by contribution assumption: employee only about $190,278 at 4% or $126,852 at 6%; with 50% employer match about $126,852 at 4% or $84,568 at 6%; with 100% employer match about $95,139 at 4% or $63,426 at 6%.
200517$98,238$97,800$13,971iApproximate average salary by contribution assumption: employee only about $349,286 at 4% or $232,857 at 6%; with 50% employer match about $232,857 at 4% or $155,238 at 6%; with 100% employer match about $174,643 at 4% or $116,429 at 6%.
First Rate Financial Group 401(K) Plan-7$98,238$97,800$13,971iApproximate average salary by contribution assumption: employee only about $349,286 at 4% or $232,857 at 6%; with 50% employer match about $232,857 at 4% or $155,238 at 6%; with 100% employer match about $174,643 at 4% or $116,429 at 6%.