Civic Intelligence

Consumer Financial Services Inc.

Plan context: Schindler Financial Group 401(K) Profit Sharing Plan

EIN 33-0551629 • LA Mesa, CA • 19 filings • 3 plans

7777 Alvarado Road, Suite 621LA Mesa, CA 91941
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,653,676

2024 Contributions

$97,500

Historical Graphs

Total Assets Over Time

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

$2,653,676$1,326,838$0200520152024YearValue
$2,653,676Latest year 2024

Participants Over Time

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

530200520152024YearValue
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$2,653,676$97,500$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
Schindler Financial Group 401(K) Profit Sharing Plan-5$2,653,676$97,500$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
202314$2,283,834$60,875$15,219iApproximate average salary by contribution assumption: employee only about $380,469 at 4% or $253,646 at 6%; with 50% employer match about $253,646 at 4% or $169,097 at 6%; with 100% employer match about $190,234 at 4% or $126,823 at 6%.
Schindler Financial Group 401(K) Profit Sharing Plan-4$2,283,834$60,875$15,219iApproximate average salary by contribution assumption: employee only about $380,469 at 4% or $253,646 at 6%; with 50% employer match about $253,646 at 4% or $169,097 at 6%; with 100% employer match about $190,234 at 4% or $126,823 at 6%.
202214$1,963,155$0-
Schindler Financial Group 401(K) Profit Sharing Plan-4$1,963,155--
202114$2,255,266$0-
Schindler Financial Group 401(K) Profit Sharing Plan-4$2,255,266--
202014$2,051,071$60,138$15,035iApproximate average salary by contribution assumption: employee only about $375,863 at 4% or $250,575 at 6%; with 50% employer match about $250,575 at 4% or $167,050 at 6%; with 100% employer match about $187,931 at 4% or $125,288 at 6%.
Schindler Financial Group 401(K) Profit Sharing Plan-4$2,051,071$60,138$15,035iApproximate average salary by contribution assumption: employee only about $375,863 at 4% or $250,575 at 6%; with 50% employer match about $250,575 at 4% or $167,050 at 6%; with 100% employer match about $187,931 at 4% or $125,288 at 6%.
201913$1,878,431$74,596$24,865iApproximate average salary by contribution assumption: employee only about $621,633 at 4% or $414,422 at 6%; with 50% employer match about $414,422 at 4% or $276,281 at 6%; with 100% employer match about $310,817 at 4% or $207,211 at 6%.
Schindler Financial Group 401(K) Profit Sharing Plan-3$1,878,431$74,596$24,865iApproximate average salary by contribution assumption: employee only about $621,633 at 4% or $414,422 at 6%; with 50% employer match about $414,422 at 4% or $276,281 at 6%; with 100% employer match about $310,817 at 4% or $207,211 at 6%.
201813$1,519,779$51,948$17,316iApproximate average salary by contribution assumption: employee only about $432,900 at 4% or $288,600 at 6%; with 50% employer match about $288,600 at 4% or $192,400 at 6%; with 100% employer match about $216,450 at 4% or $144,300 at 6%.
Schindler Financial Group 401(K) Profit Sharing Plan-3$1,519,779$51,948$17,316iApproximate average salary by contribution assumption: employee only about $432,900 at 4% or $288,600 at 6%; with 50% employer match about $288,600 at 4% or $192,400 at 6%; with 100% employer match about $216,450 at 4% or $144,300 at 6%.
201714$1,903,379$52,891$13,223iApproximate average salary by contribution assumption: employee only about $330,569 at 4% or $220,379 at 6%; with 50% employer match about $220,379 at 4% or $146,919 at 6%; with 100% employer match about $165,284 at 4% or $110,190 at 6%.
Schindler Financial Group 401(K) Profit Sharing Plan-4$1,903,379$52,891$13,223iApproximate average salary by contribution assumption: employee only about $330,569 at 4% or $220,379 at 6%; with 50% employer match about $220,379 at 4% or $146,919 at 6%; with 100% employer match about $165,284 at 4% or $110,190 at 6%.
201614$1,599,828$50,375$12,594iApproximate average salary by contribution assumption: employee only about $314,844 at 4% or $209,896 at 6%; with 50% employer match about $209,896 at 4% or $139,931 at 6%; with 100% employer match about $157,422 at 4% or $104,948 at 6%.
Schindler Financial Group 401(K) Profit Sharing Plan-4$1,599,828$50,375$12,594iApproximate average salary by contribution assumption: employee only about $314,844 at 4% or $209,896 at 6%; with 50% employer match about $209,896 at 4% or $139,931 at 6%; with 100% employer match about $157,422 at 4% or $104,948 at 6%.
201514$1,445,258$115,332$28,833iApproximate average salary by contribution assumption: employee only about $720,825 at 4% or $480,550 at 6%; with 50% employer match about $480,550 at 4% or $320,367 at 6%; with 100% employer match about $360,413 at 4% or $240,275 at 6%.
Schindler Financial Group 401(K) Profit Sharing Plan-4$1,445,258$115,332$28,833iApproximate average salary by contribution assumption: employee only about $720,825 at 4% or $480,550 at 6%; with 50% employer match about $480,550 at 4% or $320,367 at 6%; with 100% employer match about $360,413 at 4% or $240,275 at 6%.
201414$1,397,867$365,385$91,346iApproximate average salary by contribution assumption: employee only about $2,283,656 at 4% or $1,522,438 at 6%; with 50% employer match about $1,522,438 at 4% or $1,014,958 at 6%; with 100% employer match about $1,141,828 at 4% or $761,219 at 6%.
Schindler Financial Group 401(K) Profit Sharing Plan-4$1,397,867$365,385$91,346iApproximate average salary by contribution assumption: employee only about $2,283,656 at 4% or $1,522,438 at 6%; with 50% employer match about $1,522,438 at 4% or $1,014,958 at 6%; with 100% employer match about $1,141,828 at 4% or $761,219 at 6%.
201315$991,145$125,793$25,159iApproximate average salary by contribution assumption: employee only about $628,965 at 4% or $419,310 at 6%; with 50% employer match about $419,310 at 4% or $279,540 at 6%; with 100% employer match about $314,483 at 4% or $209,655 at 6%.
Schindler Financial Group 401(K) Profit Sharing Plan-5$991,145$125,793$25,159iApproximate average salary by contribution assumption: employee only about $628,965 at 4% or $419,310 at 6%; with 50% employer match about $419,310 at 4% or $279,540 at 6%; with 100% employer match about $314,483 at 4% or $209,655 at 6%.
201114$612,587$26,281$6,570iApproximate average salary by contribution assumption: employee only about $164,256 at 4% or $109,504 at 6%; with 50% employer match about $109,504 at 4% or $73,003 at 6%; with 100% employer match about $82,128 at 4% or $54,752 at 6%.
Schindler Financial Group 401(K) Profit Sharing Plan-4$612,587$26,281$6,570iApproximate average salary by contribution assumption: employee only about $164,256 at 4% or $109,504 at 6%; with 50% employer match about $109,504 at 4% or $73,003 at 6%; with 100% employer match about $82,128 at 4% or $54,752 at 6%.
201012$736,014$34,407$17,204iApproximate average salary by contribution assumption: employee only about $430,088 at 4% or $286,725 at 6%; with 50% employer match about $286,725 at 4% or $191,150 at 6%; with 100% employer match about $215,044 at 4% or $143,363 at 6%.
Schindler Financial Group 401(K) Profit Sharing Plan-2$736,014$34,407$17,204iApproximate average salary by contribution assumption: employee only about $430,088 at 4% or $286,725 at 6%; with 50% employer match about $286,725 at 4% or $191,150 at 6%; with 100% employer match about $215,044 at 4% or $143,363 at 6%.
200913$700,800$36,250$12,083iApproximate average salary by contribution assumption: employee only about $302,083 at 4% or $201,389 at 6%; with 50% employer match about $201,389 at 4% or $134,259 at 6%; with 100% employer match about $151,042 at 4% or $100,694 at 6%.
Schindler Financial Group 401(K) Profit Sharing Plan-3$700,800$36,250$12,083iApproximate average salary by contribution assumption: employee only about $302,083 at 4% or $201,389 at 6%; with 50% employer match about $201,389 at 4% or $134,259 at 6%; with 100% employer match about $151,042 at 4% or $100,694 at 6%.
200814$541,413$57,133$14,283iApproximate average salary by contribution assumption: employee only about $357,081 at 4% or $238,054 at 6%; with 50% employer match about $238,054 at 4% or $158,703 at 6%; with 100% employer match about $178,541 at 4% or $119,027 at 6%.
Schindler Financial Group 401(K) Profit Sharing Plan-4$541,413$57,133$14,283iApproximate average salary by contribution assumption: employee only about $357,081 at 4% or $238,054 at 6%; with 50% employer match about $238,054 at 4% or $158,703 at 6%; with 100% employer match about $178,541 at 4% or $119,027 at 6%.
200714$642,650$47,500$11,875iApproximate average salary by contribution assumption: employee only about $296,875 at 4% or $197,917 at 6%; with 50% employer match about $197,917 at 4% or $131,944 at 6%; with 100% employer match about $148,438 at 4% or $98,958 at 6%.
Schindler Financial Group 401(K) Profit Sharing Plan-4$642,650$47,500$11,875iApproximate average salary by contribution assumption: employee only about $296,875 at 4% or $197,917 at 6%; with 50% employer match about $197,917 at 4% or $131,944 at 6%; with 100% employer match about $148,438 at 4% or $98,958 at 6%.
200613$682,981$84,000$28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%.
Schindler Financial Group 401(K) Profit Sharing Plan-3$682,981$84,000$28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%.
200513$328,287$120,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Schindler Financial Group 401(K) Profit Sharing Plan-3$328,287$120,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.