Civic Intelligence

Mischler Financial Group Inc.

Plan context: Mischler Financial 401(K) Plan

EIN 33-0652019 • Corona Del Mar, CA • 42 filings • 5 plans

1111 Bayside Dr Ste 100Corona Del Mar, CA 92625-1704
Current Snapshot

Latest Year

2024

2024 Participants

40

2024 Assets

$14,938,139

2024 Contributions

$701,785

Historical Graphs

Total Assets Over Time

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

$14,938,139$7,469,070$0199920122024YearValue
$14,938,139Latest year 2024

Participants Over Time

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

40200199920122024YearValue
40Latest 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
2024140$14,938,139$701,785$17,545iApproximate average salary by contribution assumption: employee only about $438,616 at 4% or $292,410 at 6%; with 50% employer match about $292,410 at 4% or $194,940 at 6%; with 100% employer match about $219,308 at 4% or $146,205 at 6%.
Mischler Financial 401(K) Plan-40$14,938,139$701,785$17,545iApproximate average salary by contribution assumption: employee only about $438,616 at 4% or $292,410 at 6%; with 50% employer match about $292,410 at 4% or $194,940 at 6%; with 100% employer match about $219,308 at 4% or $146,205 at 6%.
2023137$12,217,733$676,786$18,292iApproximate average salary by contribution assumption: employee only about $457,288 at 4% or $304,859 at 6%; with 50% employer match about $304,859 at 4% or $203,239 at 6%; with 100% employer match about $228,644 at 4% or $152,429 at 6%.
Mischler Financial 401(K) Plan-37$12,217,733$676,786$18,292iApproximate average salary by contribution assumption: employee only about $457,288 at 4% or $304,859 at 6%; with 50% employer match about $304,859 at 4% or $203,239 at 6%; with 100% employer match about $228,644 at 4% or $152,429 at 6%.
2022136$9,398,410$581,081$16,141iApproximate average salary by contribution assumption: employee only about $403,528 at 4% or $269,019 at 6%; with 50% employer match about $269,019 at 4% or $179,346 at 6%; with 100% employer match about $201,764 at 4% or $134,509 at 6%.
Mischler Financial 401(K) Plan-36$9,398,410$581,081$16,141iApproximate average salary by contribution assumption: employee only about $403,528 at 4% or $269,019 at 6%; with 50% employer match about $269,019 at 4% or $179,346 at 6%; with 100% employer match about $201,764 at 4% or $134,509 at 6%.
2021138$11,485,351$537,634$14,148iApproximate average salary by contribution assumption: employee only about $353,707 at 4% or $235,804 at 6%; with 50% employer match about $235,804 at 4% or $157,203 at 6%; with 100% employer match about $176,853 at 4% or $117,902 at 6%.
Mischler Financial 401(K) Plan-38$11,485,351$537,634$14,148iApproximate average salary by contribution assumption: employee only about $353,707 at 4% or $235,804 at 6%; with 50% employer match about $235,804 at 4% or $157,203 at 6%; with 100% employer match about $176,853 at 4% or $117,902 at 6%.
2020237$10,597,690$463,033$12,514iApproximate average salary by contribution assumption: employee only about $312,860 at 4% or $208,573 at 6%; with 50% employer match about $208,573 at 4% or $139,049 at 6%; with 100% employer match about $156,430 at 4% or $104,287 at 6%.
Mischler Financial 401(K) Plan-37$10,597,690$463,033$12,514iApproximate average salary by contribution assumption: employee only about $312,860 at 4% or $208,573 at 6%; with 50% employer match about $208,573 at 4% or $139,049 at 6%; with 100% employer match about $156,430 at 4% or $104,287 at 6%.
Mischler Financial Group Inc. Profit Sharing Plan-0$0$0-
2019233$8,656,192$369,216$11,188iApproximate average salary by contribution assumption: employee only about $279,709 at 4% or $186,473 at 6%; with 50% employer match about $186,473 at 4% or $124,315 at 6%; with 100% employer match about $139,855 at 4% or $93,236 at 6%.
Mischler Financial 401(K) Plan-33$8,625,328$369,216$11,188iApproximate average salary by contribution assumption: employee only about $279,709 at 4% or $186,473 at 6%; with 50% employer match about $186,473 at 4% or $124,315 at 6%; with 100% employer match about $139,855 at 4% or $93,236 at 6%.
Mischler Financial Group Inc. Profit Sharing Plan-4$30,864$0-
2018232$6,490,435$377,647$11,801iApproximate average salary by contribution assumption: employee only about $295,037 at 4% or $196,691 at 6%; with 50% employer match about $196,691 at 4% or $131,127 at 6%; with 100% employer match about $147,518 at 4% or $98,346 at 6%.
Mischler Financial 401(K) Plan-32$6,418,701$377,647$11,801iApproximate average salary by contribution assumption: employee only about $295,037 at 4% or $196,691 at 6%; with 50% employer match about $196,691 at 4% or $131,127 at 6%; with 100% employer match about $147,518 at 4% or $98,346 at 6%.
Mischler Financial Group Inc. Profit Sharing Plan-4$71,734$0-
2017234$6,937,379$395,202$11,624iApproximate average salary by contribution assumption: employee only about $290,590 at 4% or $193,726 at 6%; with 50% employer match about $193,726 at 4% or $129,151 at 6%; with 100% employer match about $145,295 at 4% or $96,863 at 6%.
Mischler Financial 401(K) Plan-34$6,756,369$395,202$11,624iApproximate average salary by contribution assumption: employee only about $290,590 at 4% or $193,726 at 6%; with 50% employer match about $193,726 at 4% or $129,151 at 6%; with 100% employer match about $145,295 at 4% or $96,863 at 6%.
Mischler Financial Group Inc. Profit Sharing Plan-4$181,010$0-
2016235$6,712,536$470,908$13,455iApproximate average salary by contribution assumption: employee only about $336,363 at 4% or $224,242 at 6%; with 50% employer match about $224,242 at 4% or $149,495 at 6%; with 100% employer match about $168,181 at 4% or $112,121 at 6%.
Mischler Financial 401(K) Plan-35$6,546,508$470,908$13,455iApproximate average salary by contribution assumption: employee only about $336,363 at 4% or $224,242 at 6%; with 50% employer match about $224,242 at 4% or $149,495 at 6%; with 100% employer match about $168,181 at 4% or $112,121 at 6%.
Mischler Financial Group Inc. Profit Sharing Plan-4$166,028$0-
2015234$6,196,290$378,232$11,124iApproximate average salary by contribution assumption: employee only about $278,112 at 4% or $185,408 at 6%; with 50% employer match about $185,408 at 4% or $123,605 at 6%; with 100% employer match about $139,056 at 4% or $92,704 at 6%.
Mischler Financial 401(K) Plan-34$6,049,331$378,232$11,124iApproximate average salary by contribution assumption: employee only about $278,112 at 4% or $185,408 at 6%; with 50% employer match about $185,408 at 4% or $123,605 at 6%; with 100% employer match about $139,056 at 4% or $92,704 at 6%.
Mischler Financial Group Inc. Profit Sharing Plan-4$146,959$0-
2014235$6,247,954$361,842$10,338iApproximate average salary by contribution assumption: employee only about $258,459 at 4% or $172,306 at 6%; with 50% employer match about $172,306 at 4% or $114,870 at 6%; with 100% employer match about $129,229 at 4% or $86,153 at 6%.
Mischler Financial 401(K) Plan-35$6,099,625$361,842$10,338iApproximate average salary by contribution assumption: employee only about $258,459 at 4% or $172,306 at 6%; with 50% employer match about $172,306 at 4% or $114,870 at 6%; with 100% employer match about $129,229 at 4% or $86,153 at 6%.
Mischler Financial Group Inc. Profit Sharing Plan-4$148,329$0-
2013234$5,485,168$1,399,474$41,161iApproximate average salary by contribution assumption: employee only about $1,029,025 at 4% or $686,017 at 6%; with 50% employer match about $686,017 at 4% or $457,344 at 6%; with 100% employer match about $514,513 at 4% or $343,008 at 6%.
Mischler Financial 401(K) Plan-34$5,345,601$1,399,474$41,161iApproximate average salary by contribution assumption: employee only about $1,029,025 at 4% or $686,017 at 6%; with 50% employer match about $686,017 at 4% or $457,344 at 6%; with 100% employer match about $514,513 at 4% or $343,008 at 6%.
Mischler Financial Group Inc. Profit Sharing Plan-4$139,567$0-
2012231$3,271,228$327,904$10,578iApproximate average salary by contribution assumption: employee only about $264,439 at 4% or $176,292 at 6%; with 50% employer match about $176,292 at 4% or $117,528 at 6%; with 100% employer match about $132,219 at 4% or $88,146 at 6%.
Mischler Financial 401(K) Plan-31$3,142,889$327,904$10,578iApproximate average salary by contribution assumption: employee only about $264,439 at 4% or $176,292 at 6%; with 50% employer match about $176,292 at 4% or $117,528 at 6%; with 100% employer match about $132,219 at 4% or $88,146 at 6%.
Mischler Financial Group Inc. Profit Sharing Plan-5$128,339$0-
2011237$2,824,971$261,214$7,060iApproximate average salary by contribution assumption: employee only about $176,496 at 4% or $117,664 at 6%; with 50% employer match about $117,664 at 4% or $78,443 at 6%; with 100% employer match about $88,248 at 4% or $58,832 at 6%.
Mischler Financial 401(K) Plan-37$2,629,627$261,214$7,060iApproximate average salary by contribution assumption: employee only about $176,496 at 4% or $117,664 at 6%; with 50% employer match about $117,664 at 4% or $78,443 at 6%; with 100% employer match about $88,248 at 4% or $58,832 at 6%.
Mischler Financial Group Inc. Profit Sharing Plan-4$195,344$0-
2010228$2,925,855$263,754$9,420iApproximate average salary by contribution assumption: employee only about $235,495 at 4% or $156,996 at 6%; with 50% employer match about $156,996 at 4% or $104,664 at 6%; with 100% employer match about $117,747 at 4% or $78,498 at 6%.
Mischler Financial 401(K) Plan-28$2,584,147$263,754$9,420iApproximate average salary by contribution assumption: employee only about $235,495 at 4% or $156,996 at 6%; with 50% employer match about $156,996 at 4% or $104,664 at 6%; with 100% employer match about $117,747 at 4% or $78,498 at 6%.
Mischler Financial Group Inc. Profit Sharing Plan-6$341,708$0-
2009221$2,398,047$255,231$12,154iApproximate average salary by contribution assumption: employee only about $303,846 at 4% or $202,564 at 6%; with 50% employer match about $202,564 at 4% or $135,043 at 6%; with 100% employer match about $151,923 at 4% or $101,282 at 6%.
Mischler Financial 401(K) Plan-21$2,079,218$255,231$12,154iApproximate average salary by contribution assumption: employee only about $303,846 at 4% or $202,564 at 6%; with 50% employer match about $202,564 at 4% or $135,043 at 6%; with 100% employer match about $151,923 at 4% or $101,282 at 6%.
Mischler Financial Group Inc. Profit Sharing Plan-6$318,829--
2008224$1,372,964$234,214$9,759iApproximate average salary by contribution assumption: employee only about $243,973 at 4% or $162,649 at 6%; with 50% employer match about $162,649 at 4% or $108,432 at 6%; with 100% employer match about $121,986 at 4% or $81,324 at 6%.
Mischler Financial 401(K) Plan-24$1,372,964$234,214$9,759iApproximate average salary by contribution assumption: employee only about $243,973 at 4% or $162,649 at 6%; with 50% employer match about $162,649 at 4% or $108,432 at 6%; with 100% employer match about $121,986 at 4% or $81,324 at 6%.
Mischler Financial Group Inc. Profit Sharing Plan-5---
2007223$1,918,711$225,899$9,822iApproximate average salary by contribution assumption: employee only about $245,542 at 4% or $163,695 at 6%; with 50% employer match about $163,695 at 4% or $109,130 at 6%; with 100% employer match about $122,771 at 4% or $81,847 at 6%.
Mischler Financial 401(K) Plan-23$1,918,711$225,899$9,822iApproximate average salary by contribution assumption: employee only about $245,542 at 4% or $163,695 at 6%; with 50% employer match about $163,695 at 4% or $109,130 at 6%; with 100% employer match about $122,771 at 4% or $81,847 at 6%.
Mischler Financial Group Inc. Profit Sharing Plan-5---
2006223$1,689,124$255,986$11,130iApproximate average salary by contribution assumption: employee only about $278,246 at 4% or $185,497 at 6%; with 50% employer match about $185,497 at 4% or $123,665 at 6%; with 100% employer match about $139,123 at 4% or $92,749 at 6%.
Mischler Financial 401(K) Plan-23$1,554,866$196,138$8,528iApproximate average salary by contribution assumption: employee only about $213,193 at 4% or $142,129 at 6%; with 50% employer match about $142,129 at 4% or $94,753 at 6%; with 100% employer match about $106,597 at 4% or $71,064 at 6%.
Mischler Financial Group Inc. Profit Sharing Plan-4$134,258$59,848$14,962iApproximate average salary by contribution assumption: employee only about $374,050 at 4% or $249,367 at 6%; with 50% employer match about $249,367 at 4% or $166,244 at 6%; with 100% employer match about $187,025 at 4% or $124,683 at 6%.
2005223$1,493,111$173,343$7,537iApproximate average salary by contribution assumption: employee only about $188,416 at 4% or $125,611 at 6%; with 50% employer match about $125,611 at 4% or $83,741 at 6%; with 100% employer match about $94,208 at 4% or $62,805 at 6%.
Mischler Financial 401(K) Plan-23$1,422,810$173,343$7,537iApproximate average salary by contribution assumption: employee only about $188,416 at 4% or $125,611 at 6%; with 50% employer match about $125,611 at 4% or $83,741 at 6%; with 100% employer match about $94,208 at 4% or $62,805 at 6%.
Mischler Financial Group Inc. Profit Sharing Plan-3$70,301--
2004228$1,230,340$214,777$7,671iApproximate average salary by contribution assumption: employee only about $191,765 at 4% or $127,843 at 6%; with 50% employer match about $127,843 at 4% or $85,229 at 6%; with 100% employer match about $95,883 at 4% or $63,922 at 6%.
Mischler Financial 401(K) Plan-28$1,171,706$214,777$7,671iApproximate average salary by contribution assumption: employee only about $191,765 at 4% or $127,843 at 6%; with 50% employer match about $127,843 at 4% or $85,229 at 6%; with 100% employer match about $95,883 at 4% or $63,922 at 6%.
Mischler Financial Group Inc. Profit Sharing Plan-3$58,634--
200313$58,240$58,240$19,413iApproximate average salary by contribution assumption: employee only about $485,333 at 4% or $323,556 at 6%; with 50% employer match about $323,556 at 4% or $215,704 at 6%; with 100% employer match about $242,667 at 4% or $161,778 at 6%.
Mischler Financial Group Inc. Profit Sharing Plan-3$58,240$58,240$19,413iApproximate average salary by contribution assumption: employee only about $485,333 at 4% or $323,556 at 6%; with 50% employer match about $323,556 at 4% or $215,704 at 6%; with 100% employer match about $242,667 at 4% or $161,778 at 6%.
2002128$530,886$150,423$5,372iApproximate average salary by contribution assumption: employee only about $134,306 at 4% or $89,538 at 6%; with 50% employer match about $89,538 at 4% or $59,692 at 6%; with 100% employer match about $67,153 at 4% or $44,769 at 6%.
Mischler Financial 401(K) Plan-28$530,886$150,423$5,372iApproximate average salary by contribution assumption: employee only about $134,306 at 4% or $89,538 at 6%; with 50% employer match about $89,538 at 4% or $59,692 at 6%; with 100% employer match about $67,153 at 4% or $44,769 at 6%.
2000126$435,171$137,652$5,294iApproximate average salary by contribution assumption: employee only about $132,358 at 4% or $88,238 at 6%; with 50% employer match about $88,238 at 4% or $58,826 at 6%; with 100% employer match about $66,179 at 4% or $44,119 at 6%.
Mischler Financial 401(K) Plan-26$435,171$137,652$5,294iApproximate average salary by contribution assumption: employee only about $132,358 at 4% or $88,238 at 6%; with 50% employer match about $88,238 at 4% or $58,826 at 6%; with 100% employer match about $66,179 at 4% or $44,119 at 6%.
1999123$393,621$119,285$5,186iApproximate average salary by contribution assumption: employee only about $129,658 at 4% or $86,438 at 6%; with 50% employer match about $86,438 at 4% or $57,626 at 6%; with 100% employer match about $64,829 at 4% or $43,219 at 6%.
Mischler Financial 401(K) Plan-23$393,621$119,285$5,186iApproximate average salary by contribution assumption: employee only about $129,658 at 4% or $86,438 at 6%; with 50% employer match about $86,438 at 4% or $57,626 at 6%; with 100% employer match about $64,829 at 4% or $43,219 at 6%.