Civic Intelligence

Emery Financial Inc.

Plan context: Emery Financial Inc. 401K Profit Sharing Plan

EIN 33-0552161 • Newport Beach, CA • 19 filings • 3 plans

620 Newport Center Drive, Suite 850Newport Beach, CA 92660
Current Snapshot

Latest Year

2018

2018 Participants

22

2018 Assets

$94,570

2018 Contributions

$55,368

Historical Graphs

Total Assets Over Time

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

$436,389$218,195$0199920072017YearValue
$94,570Latest year 2017

Participants Over Time

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

55280199920072017YearValue
22Latest year 2017

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
201810$0$0-
Emery Financial Inc. 401K Profit Sharing Plan-0$0--
2017122$94,570$0-
Emery Financial Inc. 401K Profit Sharing Plan-22$94,570$0-
2016131$115,374$55,368$1,786iApproximate average salary by contribution assumption: employee only about $44,652 at 4% or $29,768 at 6%; with 50% employer match about $29,768 at 4% or $19,845 at 6%; with 100% employer match about $22,326 at 4% or $14,884 at 6%.
Emery Financial Inc. 401K Profit Sharing Plan-31$115,374$55,368$1,786iApproximate average salary by contribution assumption: employee only about $44,652 at 4% or $29,768 at 6%; with 50% employer match about $29,768 at 4% or $19,845 at 6%; with 100% employer match about $22,326 at 4% or $14,884 at 6%.
2015145$157,318$189,470$4,210iApproximate average salary by contribution assumption: employee only about $105,261 at 4% or $70,174 at 6%; with 50% employer match about $70,174 at 4% or $46,783 at 6%; with 100% employer match about $52,631 at 4% or $35,087 at 6%.
Emery Financial Inc. 401K Profit Sharing Plan-45$157,318$189,470$4,210iApproximate average salary by contribution assumption: employee only about $105,261 at 4% or $70,174 at 6%; with 50% employer match about $70,174 at 4% or $46,783 at 6%; with 100% employer match about $52,631 at 4% or $35,087 at 6%.
2012216$335,423$14,798$925iApproximate average salary by contribution assumption: employee only about $23,122 at 4% or $15,415 at 6%; with 50% employer match about $15,415 at 4% or $10,276 at 6%; with 100% employer match about $11,561 at 4% or $7,707 at 6%.
Emery Financial Inc. 401K Profit Sharing Plan-16$335,423$14,798$925iApproximate average salary by contribution assumption: employee only about $23,122 at 4% or $15,415 at 6%; with 50% employer match about $15,415 at 4% or $10,276 at 6%; with 100% employer match about $11,561 at 4% or $7,707 at 6%.
Emery Financial Inc. 401K Profit Sharing Plan-0$0$0-
2011111$364,964$32,536$2,958iApproximate average salary by contribution assumption: employee only about $73,945 at 4% or $49,297 at 6%; with 50% employer match about $49,297 at 4% or $32,865 at 6%; with 100% employer match about $36,973 at 4% or $24,648 at 6%.
Emery Financial Inc. 401K Profit Sharing Plan-11$364,964$32,536$2,958iApproximate average salary by contribution assumption: employee only about $73,945 at 4% or $49,297 at 6%; with 50% employer match about $49,297 at 4% or $32,865 at 6%; with 100% employer match about $36,973 at 4% or $24,648 at 6%.
2010129$347,751$39,039$1,346iApproximate average salary by contribution assumption: employee only about $33,654 at 4% or $22,436 at 6%; with 50% employer match about $22,436 at 4% or $14,957 at 6%; with 100% employer match about $16,827 at 4% or $11,218 at 6%.
Emery Financial Inc. 401K Profit Sharing Plan-29$347,751$39,039$1,346iApproximate average salary by contribution assumption: employee only about $33,654 at 4% or $22,436 at 6%; with 50% employer match about $22,436 at 4% or $14,957 at 6%; with 100% employer match about $16,827 at 4% or $11,218 at 6%.
2009122$345,892$32,466$1,476iApproximate average salary by contribution assumption: employee only about $36,893 at 4% or $24,595 at 6%; with 50% employer match about $24,595 at 4% or $16,397 at 6%; with 100% employer match about $18,447 at 4% or $12,298 at 6%.
Emery Financial Inc. 401K Profit Sharing Plan-22$345,892$32,466$1,476iApproximate average salary by contribution assumption: employee only about $36,893 at 4% or $24,595 at 6%; with 50% employer match about $24,595 at 4% or $16,397 at 6%; with 100% employer match about $18,447 at 4% or $12,298 at 6%.
2008119$263,312$34,738$1,828iApproximate average salary by contribution assumption: employee only about $45,708 at 4% or $30,472 at 6%; with 50% employer match about $30,472 at 4% or $20,315 at 6%; with 100% employer match about $22,854 at 4% or $15,236 at 6%.
Emery Financial Inc. 401K Profit Sharing Plan-19$263,312$34,738$1,828iApproximate average salary by contribution assumption: employee only about $45,708 at 4% or $30,472 at 6%; with 50% employer match about $30,472 at 4% or $20,315 at 6%; with 100% employer match about $22,854 at 4% or $15,236 at 6%.
2007117$436,389$66,738$3,926iApproximate average salary by contribution assumption: employee only about $98,144 at 4% or $65,429 at 6%; with 50% employer match about $65,429 at 4% or $43,620 at 6%; with 100% employer match about $49,072 at 4% or $32,715 at 6%.
Emery Financial Inc. 401K Profit Sharing Plan-17$436,389$66,738$3,926iApproximate average salary by contribution assumption: employee only about $98,144 at 4% or $65,429 at 6%; with 50% employer match about $65,429 at 4% or $43,620 at 6%; with 100% employer match about $49,072 at 4% or $32,715 at 6%.
2006117$343,341$58,358$3,433iApproximate average salary by contribution assumption: employee only about $85,821 at 4% or $57,214 at 6%; with 50% employer match about $57,214 at 4% or $38,142 at 6%; with 100% employer match about $42,910 at 4% or $28,607 at 6%.
Emery Financial Inc. 401K Profit Sharing Plan-17$343,341$58,358$3,433iApproximate average salary by contribution assumption: employee only about $85,821 at 4% or $57,214 at 6%; with 50% employer match about $57,214 at 4% or $38,142 at 6%; with 100% employer match about $42,910 at 4% or $28,607 at 6%.
2005117$294,999$65,008$3,824iApproximate average salary by contribution assumption: employee only about $95,600 at 4% or $63,733 at 6%; with 50% employer match about $63,733 at 4% or $42,489 at 6%; with 100% employer match about $47,800 at 4% or $31,867 at 6%.
Emery Financial Inc. 401K Profit Sharing Plan-17$294,999$65,008$3,824iApproximate average salary by contribution assumption: employee only about $95,600 at 4% or $63,733 at 6%; with 50% employer match about $63,733 at 4% or $42,489 at 6%; with 100% employer match about $47,800 at 4% or $31,867 at 6%.
2004118$209,899$78,677$4,371iApproximate average salary by contribution assumption: employee only about $109,274 at 4% or $72,849 at 6%; with 50% employer match about $72,849 at 4% or $48,566 at 6%; with 100% employer match about $54,637 at 4% or $36,425 at 6%.
Emery Financial Inc. 401K Profit Sharing Plan-18$209,899$78,677$4,371iApproximate average salary by contribution assumption: employee only about $109,274 at 4% or $72,849 at 6%; with 50% employer match about $72,849 at 4% or $48,566 at 6%; with 100% employer match about $54,637 at 4% or $36,425 at 6%.
2003155$168,562$70,331$1,279iApproximate average salary by contribution assumption: employee only about $31,969 at 4% or $21,312 at 6%; with 50% employer match about $21,312 at 4% or $14,208 at 6%; with 100% employer match about $15,984 at 4% or $10,656 at 6%.
Emery Financial Inc. 401K Profit Sharing Plan-55$168,562$70,331$1,279iApproximate average salary by contribution assumption: employee only about $31,969 at 4% or $21,312 at 6%; with 50% employer match about $21,312 at 4% or $14,208 at 6%; with 100% employer match about $15,984 at 4% or $10,656 at 6%.
2002131$94,480$72,522$2,339iApproximate average salary by contribution assumption: employee only about $58,485 at 4% or $38,990 at 6%; with 50% employer match about $38,990 at 4% or $25,994 at 6%; with 100% employer match about $29,243 at 4% or $19,495 at 6%.
Emery Financial Inc. 401K Profit Sharing Plan-31$94,480$72,522$2,339iApproximate average salary by contribution assumption: employee only about $58,485 at 4% or $38,990 at 6%; with 50% employer match about $38,990 at 4% or $25,994 at 6%; with 100% employer match about $29,243 at 4% or $19,495 at 6%.
2001130$52,461$26,338$878iApproximate average salary by contribution assumption: employee only about $21,948 at 4% or $14,632 at 6%; with 50% employer match about $14,632 at 4% or $9,755 at 6%; with 100% employer match about $10,974 at 4% or $7,316 at 6%.
Emery Financial Inc. 401K Profit Sharing Plan-30$52,461$26,338$878iApproximate average salary by contribution assumption: employee only about $21,948 at 4% or $14,632 at 6%; with 50% employer match about $14,632 at 4% or $9,755 at 6%; with 100% employer match about $10,974 at 4% or $7,316 at 6%.
200019$45,415$28,759$3,195iApproximate average salary by contribution assumption: employee only about $79,886 at 4% or $53,257 at 6%; with 50% employer match about $53,257 at 4% or $35,505 at 6%; with 100% employer match about $39,943 at 4% or $26,629 at 6%.
Emery Financial Inc. 401K Profit Sharing Plan-9$45,415$28,759$3,195iApproximate average salary by contribution assumption: employee only about $79,886 at 4% or $53,257 at 6%; with 50% employer match about $53,257 at 4% or $35,505 at 6%; with 100% employer match about $39,943 at 4% or $26,629 at 6%.
1999120$38,099$31,792$1,590iApproximate average salary by contribution assumption: employee only about $39,740 at 4% or $26,493 at 6%; with 50% employer match about $26,493 at 4% or $17,662 at 6%; with 100% employer match about $19,870 at 4% or $13,247 at 6%.
Emery Financial Inc. 401K Profit Sharing Plan-20$38,099$31,792$1,590iApproximate average salary by contribution assumption: employee only about $39,740 at 4% or $26,493 at 6%; with 50% employer match about $26,493 at 4% or $17,662 at 6%; with 100% employer match about $19,870 at 4% or $13,247 at 6%.