Aim Financial Consulting Group Inc.
Plan context: Aim Financial Consulting Group Inc. 401(K) Plan
EIN 33-0061056 • San Diego, CA • 11 filings • 2 plans
Current Snapshot
Latest Year
2020
2020 Participants
2
2020 Assets
$93,271
2020 Contributions
$1,334
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $1,334 | - |
| Aim Financial Consulting Group Inc. 401(K) Plan | - | 0 | $0 | $1,334 | - |
| 2019 | 2 | 2 | $93,271 | $2,856 | $1,428iApproximate average salary by contribution assumption: employee only about $35,700 at 4% or $23,800 at 6%; with 50% employer match about $23,800 at 4% or $15,867 at 6%; with 100% employer match about $17,850 at 4% or $11,900 at 6%. |
| Aim Financial Consulting Group Inc. 401(K) Plan | - | 2 | $93,271 | $2,856 | $1,428iApproximate average salary by contribution assumption: employee only about $35,700 at 4% or $23,800 at 6%; with 50% employer match about $23,800 at 4% or $15,867 at 6%; with 100% employer match about $17,850 at 4% or $11,900 at 6%. |
| Aim Financial Consulting Group Inc. Cash Balance Plan | - | 0 | $0 | $0 | - |
| 2018 | 2 | 2 | $623,408 | $57,594 | $28,797iApproximate average salary by contribution assumption: employee only about $719,925 at 4% or $479,950 at 6%; with 50% employer match about $479,950 at 4% or $319,967 at 6%; with 100% employer match about $359,963 at 4% or $239,975 at 6%. |
| Aim Financial Consulting Group Inc. Cash Balance Plan | - | 2 | $548,119 | $44,224 | $22,112iApproximate average salary by contribution assumption: employee only about $552,800 at 4% or $368,533 at 6%; with 50% employer match about $368,533 at 4% or $245,689 at 6%; with 100% employer match about $276,400 at 4% or $184,267 at 6%. |
| Aim Financial Consulting Group Inc. 401(K) Plan | - | 2 | $75,289 | $13,370 | $6,685iApproximate average salary by contribution assumption: employee only about $167,125 at 4% or $111,417 at 6%; with 50% employer match about $111,417 at 4% or $74,278 at 6%; with 100% employer match about $83,563 at 4% or $55,708 at 6%. |
| 2017 | 2 | 2 | $623,572 | $183,151 | $91,576iApproximate average salary by contribution assumption: employee only about $2,289,388 at 4% or $1,526,258 at 6%; with 50% employer match about $1,526,258 at 4% or $1,017,506 at 6%; with 100% employer match about $1,144,694 at 4% or $763,129 at 6%. |
| Aim Financial Consulting Group Inc. Cash Balance Plan | - | 2 | $554,428 | $180,000 | $90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%. |
| Aim Financial Consulting Group Inc. 401(K) Plan | - | 2 | $69,144 | $3,151 | $1,576iApproximate average salary by contribution assumption: employee only about $39,388 at 4% or $26,258 at 6%; with 50% employer match about $26,258 at 4% or $17,506 at 6%; with 100% employer match about $19,694 at 4% or $13,129 at 6%. |
| 2016 | 2 | 2 | $370,935 | $179,377 | $89,689iApproximate average salary by contribution assumption: employee only about $2,242,213 at 4% or $1,494,808 at 6%; with 50% employer match about $1,494,808 at 4% or $996,539 at 6%; with 100% employer match about $1,121,106 at 4% or $747,404 at 6%. |
| Aim Financial Consulting Group Inc. Cash Balance Plan | - | 2 | $318,546 | $132,322 | $66,161iApproximate average salary by contribution assumption: employee only about $1,654,025 at 4% or $1,102,683 at 6%; with 50% employer match about $1,102,683 at 4% or $735,122 at 6%; with 100% employer match about $827,013 at 4% or $551,342 at 6%. |
| Aim Financial Consulting Group Inc. 401(K) Plan | - | 2 | $52,389 | $47,055 | $23,528iApproximate average salary by contribution assumption: employee only about $588,188 at 4% or $392,125 at 6%; with 50% employer match about $392,125 at 4% or $261,417 at 6%; with 100% employer match about $294,094 at 4% or $196,063 at 6%. |
| 2015 | 2 | 0 | $182,000 | $182,000 | - |
| Aim Financial Consulting Group Inc. Cash Balance Plan | - | 0 | $182,000 | $182,000 | - |
| Aim Financial Consulting Group Inc. 401(K) Plan | - | 0 | $0 | $0 | - |